Member Info for Hulver

Https://www.bbc.co.uk/news/articles/c2knwvpd7vno

Generally, in the Nobel world, one discovery leads onto multiple.

Thanks Haywain, messages crossed, so that makes sense, improved understanding of cause of CRS meant they didn't need it for this FLT-3 target. Certainly seems to have been borne out with the first three patients.

At one time, a safety switch was developed by the HEMO scientists for a version which was referred to as SAFE-HEMO-CAR-T in an RNS on 5 January 2021. I believe that this was to counter the risk if the patient's immune system over reacted to the treatment (cytokine release syndrome).

When HEMO partnered with UPenn for translational work it was determined that the safety switch version was not required as HEMO-CAR-T was a 3rd(?) generation CAR-T and inherently safer. This information (that the safety switch was not required) came directly from Vlad in answer to a question raised either after a webinar or an AGM. So it seems this was a decision taken once the translational work had started with UPenn and following the advice/guidance of the experts at UPenn. Unfortunately I cannot help with further explanations of the science behind it.

Apologies, copied the same link twice, the third link from Dec 2024:

https://www.lse.co.uk/rns/HEMO/cbr-macrophage-delivery-update-xx7kk75rdeua1ni.html

The last three CBR specific updates below were RNS's on 14/02/24, 16/02/24 and 6/12/24 (links below):

https://www.lse.co.uk/rns/HEMO/cbr-macrophage-delivery-update-xx7kk75rdeua1ni.html

https://www.lse.co.uk/rns/HEMO/cbr-brain-delivery-ds6pmp9e78iqu9e.html

https://www.lse.co.uk/rns/HEMO/cbr-brain-delivery-ds6pmp9e78iqu9e.html

From the December 2024 RNS, which would appear to relate to the cancer treatments: "The Company believes that this innovative approach to myeloid immune cell transduction will significantly accelerate the development of CBR-based product candidates, facilitating their progression into IND-enabling studies."

Some recent investors may think Hemo is just about HEMO-CAR-T, but from day one I have always considered there could be a potential fountain here.

Quite noticeable - the absence of any update regarding CBR in the interim report, when an update is overdue.

Surely they must have something to report from the testing in BSL-3 labs over the past two (perhaps three) years now. I think Vlad mentioned somewhere recently that the first CBR product would be targeting a range of cancers (suggested to me that it was ready for IND testing or even beyond that?). Yet no mention in the interim report.

Interims due today or tomorrow to start it off.

Pumpky must have bought back in - a few days ago he was waiting for sub-£15, would be a shame to miss it.

So what have we learned these past few weeks:

The three patients treated by Hemo to date have shown a good response.

Standard testing could not detect any AML cells in P3 at the end of the 28 day period.

Hemo has identified a potential way of bringing its cell therapy to AML sufferers earlier than expected, through Estonia.

and oh yes, CBR is bubbling in the background.

And further news to come on CBR?

Didn't get where we are today without taking risks.

Looks more and more like HG-CT-1 plans are already sorted. I wonder was this type of expansion included in the annual return to the FDA in February where HEMO emphasised that it had included treatment plans for the next 12 months which seemed an unusual statement to make at the time, when only one patient had received treatment a year after the trial had been cleared to start.

So does today's RNS support the premise that DCNY was about funding for CBR (or CDX) - if so, we await the CBR update yet!

Interim report and accounts due by end September, per earlier post Ortex indicated an expected date of 26th, but I was expecting next Monday or Tuesday. next week. Perhaps they will be cleared out of the way this week making way for more detailed pipeline updates next week/into October.

Amazing, thanks.

Thanks Haywain, I am not a scientist, but have always been interested in science and consider that biotech has so much to offer and that much of the breakthrough work has been done.

So, in layman's terms, the CAR-T will actually eliminate the stem cells that are producing the cancerous AML cells, not just eliminate the cancerous blood cells after they have been created. So HG-CT-1 is eliminating the source of cancerous cells that lead to AML?

I invested here because I thought CAR=T was a treatment aligned with the workings of nature, that (one of) the functions of T-cells is to destroy cancerous cells, and therefore I could believe it would work (much better than treating with chemo, which destroys good cells).

If the CAR-T destroys the cancer producing stem cells that is the ultimate solution - potentially its a cure, provided new cancer forming stem cells don't develop in the bone marrow, although presumably the patient's T-cells may prevent that.

A few weeks ago it was claimed in two posts that neither P1 nor P2 had required HSCT post HG-CT-1 treatment - I could not find see that disclosure in an RNS, can someone point me to that or advise how/when it was informed. Best in class treatments to date appear to be chemo + inhibitors creating a bridge period to get to HSCT, so if HSCT has not been required that is extremely significant.

I don't recall the failure of Schrodinger's AML inhibitor trial in August being reported on the board. This report of it provides some insight into the current difficulties and the current status of there being a lack of a cure for AML (as did the Nick Short video update I reposted about a month ago, in which he intimated that the best a sufferer may be able to do is enrol for one of the new clinical trials - and that they had such a trial being run at MD Anderson).

https://www.clinicaltrialsarena.com/newsletters/schrodinger-ends-development-of-blood-cancer-drug-after-patient-deaths/?_hsenc=p2ANqtz--VTiT1gS93o5OyuE8Z9IDw7PUWz3NfQu0O1_BRdGsz4OJ70T-QM7cSNeHEvMJmQBr2zbt2wsdcCYPcZae0CffCpr_59Q&_hsmi=115378959&utm_campaign=type3_Clinical%20Trials%20Arena-market&utm_medium=email&utm_content=Spotlight_News_Article&utm_source=email_NS&cf-view

With P3's safety results also reporting "original AML cells were not detectable in the patient using standard testing methods" after the 28 day test - does HEMO have the CAR-T cure to AML or at least the next standard of care treatment? 100% owned by HEMO.

AML market $3.68bn by 2032!

HT - and if funding for CBR is obtained and it is spun out into a private company (still controlled by HEMO), e.g. into the previously mentioned Bait Biotechnology, then I am thinking that the only (best) way to access CBR as an ongoing investment opportunity will be through owning HEMO shares, as not many of the VC investors are likely to be listed companies?

The Interim Report and update is due by 30 September (just a week on Tuesday, but may arrive before that, perhaps the Monday)

Hamilton Stuart Capital Limited

https://find-and-update.company-information.service.gov.uk/company/08214098

Companies House filings indicate that it is a financial intermediary (so who is it/he acting on behalf of)?

March 2024 accounts show it seems to have just a single employee, its sole director and ultimate controlling party - Richard Stuart MacIntyre

Incorporated in 2012.

Dividends paid in 2024 (£500k) in 2023 (£2m) - very interesting!

The company's previous auditor resigned in 2023 reporting its disagreement over tax accounting treatment.

CBR testing data has not so far been forthcoming, though the advancement in nasal delivery was - why no testing results? I surmise that Vlad is playing his cards very close to his chest and I doubt that we will hear any detail of it, especially if there is potential involvement of BARDA and security implications for any part of it, until it has to be released. Alternatively perhaps the testing that took place in government linked BSL-3 labs did not conclude with any positive results. However, it has been RNS'd that Vlad is presenting on the whole pipeline of products and the website is still showing several CBRs at the stage ready for IND enabling studies and previously he has indicated that Hemogenyx will have more that one IND submission.

These are matters for you to decide - I am holding tight awaiting the CBR updates as long as they take.