Member Info for Hulver

Alde's new theory of investing competence:

2

C = ME

AGM date back in line with the norm, I think.

2025 AGM was brought forward - possibly to avoid questions or issues relating to the redundancies that were going to happen in June and came to light end of June.

The only element of logic that has ever worked with this investment is the science in that CAR-T uses the principles of nature, to give the T-cells back the ability to do what they are there to do in nature - and that is a powerful logic not to be underestimated, I feel - but gave up long ago on applying logic to company value or share price.

BrandAlley - another Feldman connection

20% 'performance allocation' seems reasonable for private equity type investment - they must believe there is going to be some performance.

With just a handful of employees left - can't see that Hemo has a long term future as Hemo, as they intended when they leased teh lab space in Manhattanville - so suggests we are looking at some form of a partnering/sale/acquisition type deal now - disappointing for the scientists that committed to Hemo only to be made redundant last year.

CBR gone quiet and noone has ever explained the initial review comments on the submitted patent, which seemed to me to indicate many deficiencies in the submission; the website pipeline still indicates ready for IND enabling studies to commence - no commitment from any partners?

Re: Mint - it seemed that Vlad put that funding option forward to the board based on his comments of relief at the time that the board had approved it. With the reduced company size it seems to be all or nothing on CAR-T. It must have shown something for the board to invest in the Estonia opportunity - nustn't it?.

Koen van Besien rewarded as it was he that provided Vlad with the scientific insight to look at AML treatment applications for his research/discoveries.

Had hoped that Hemo would be a company of the future - still might, but seems less likely than it did two years ago somehow.

Every time acceleration is mentioned by Vlad over the past five years progress seems to slow - for a team of experts so close to the requirements that seems very poor, intentional?

BrandAlley - another Feldman connection

20% 'performance allocation' seems reasonable for private equity type investment - they must believe there is going to be some performance.

With just a handful of employees left - can't see that Hemo has a long term future as Hemo, as they intended when they leased teh lab space in Manhattanville - so suggests we are looking at some form of a partnering/sale/acquisition type deal now - disappointing for the scientists that committed to Hemo only to be made redundant last year.

CBR gone quiet and noone has ever explained the initial review comments on the submitted patent, which seemed to me to indicate many deficiencies in the submission; the website pipeline still indicates ready for IND enabling studies to commence - no commitment from any partners?

Re: Mint - it seemed that Vlad put that funding option forward to the board based on his comments of relief at the time that the board had approved it. With the reduced company size it seems to be all or nothing on CAR-T. It must have shown something for the board to invest in the Estonia opportunity - nustn't it?.

Koen van Besien rewarded as it was he that provided Vlad with the scientific insight to look at AML treatment applications for his research/discoveries.

Had hoped that Hemo would be a company of the future - still might, but seems less likely than it did two years ago somehow.

Every time acceleration is mentioned by Vlad over the past five years progress seems to slow - for a team of experts so close to the requirements that seems very poor, intentional?

Anyone aboard for the AGM?

Notice could be the next RNS ?

Would the board go as far as AGM without giving an update?

Last year's AGM was brought forward to end May (no apparent reason- other than perhaps they knew the staff terminations were already planned to happen in June which could have made a June AGM date awkward); presuming this year it is back to end of June meeting.

Anyone had an invite to a separate preferential shareholders' meeting this year?

Might not be needed.

Or....

Strange timing - was it needed to get through audit sign off without going concern qualification perhaps?

....and more persistence...

"and persistence"

Interesting - remember Hemo had developed a safety switch for their HEMO-CAR-T but it was subsequently determined that it would not be required for the current HG-CT-1.

Sounds like research needs a safety switch to advance to in vivo car-t - so does HG-CT-1 have that future development potential?? Now that would be interesting.

Just how fast is AML cancer moving 141 ?

How few days did it take for P3 to show no more traceable cancer cells ?

What do we think Vlad will be itching in his 9m slot at the conference on Thursday - is it again time to push Baitbio spin off of CBR ?

Or closing out a 'covered' short?

Now available on youtube

https://www.youtube.com/watch?v=B3Dy4eMFn84

Recommend listening to the whole presentation, but if time does not permit then 44m onwards.

From a year ago, and worth another listen:

https://www.youtube.com/watch?v=pVdM67f64E4

In the back ground CBR progress for biodefense and possible second clinical trial site on East coast.

Hemo share price and movements has never made sense (until various details have emerged after the event).

If the company was going to be taken private on the grounds of funding requirements, and as a shareholder you were comfortable with that, would it not be a strategy to have a short position which is covered by your existing holding, since the announcement would likely crash the share price?

Have you seen what Prevail have done to Briacell again over the last couple of days - that's multiple times now; and has to be on the cards for Hemo too I fear..

Announcement of first patient treated was made 24/02/2025.

Getting towards the 1yr measurement mark?