Member Info for JustHereForHemo

121, your trolling and attempt to inject faux scientific knowledge is extremely insulting to actual patients.

You're not a shareholder, you clearly wish the company ill and are determined to make sure we know it. Disgusting.The reality is these patients are extremely ill, and finding the right window of health is part of the process.

If you weren't so determined to trash the company you'd realise that the allogeneic CAR-T "holy grail" you keep hyping falls foul of these same pitfalls often worse, plus major new ones.

Allogeneic requires healthy donor cells and still faces rejection risks by the patient's immune system. That's why it often needs heavy gene editing, and even then carries real risk of GvHD (graft-versus-host disease), where the donor CAR-T attacks the patient's healthy tissues.

Autologous avoids that entirely because it's the patient's own cells.

With autologous (like HG-CT-1), we collect the patient's T cells during a washout/recovery period so they can produce enough good-quality cells. Those are purified, transduced, and expanded properly in controlled conditions (e.g. GREX pods) before lymphodepletion and infusion. This gives much better control and a stronger product overall — if the patient survives the wait.

For patients like P4, issues with counts post-lymphodepletion (too high or too low) are manageable with autologous because you control the timing and dosing. That level of precision is harder with off-the-shelf allogeneic.

Sure, it would be fantastic if manufacturing was 1-2 days on-site with no shortages. For some patients allogeneic could be faster and cheaper. But the reality is it doesn't magically eliminate competition or immune issues, it just shifts the risks, often adding GvHD and rejection problems on top. Faster and cheaper? Sometimes. Safer and more effective long-term? Not necessarily.

And NO I am not an expert like Haywain but I asked AI to verify and correct my claims if incorrect. Your in an age where its not difficult to fact check BS, you sir have ben fact checked and given 11/10 on the BS scale!

But again, it gives me great pleasure to see you so vocal and confirm your out, I thank you for that, sadly our resident Aldemoron is silent *(Atleast on that account) So its clear he has bought in, the positive side is the volume has been tiny so his exposure will be small, just like his manhood :P

"Yes, a CEO can generally give non-material or routine operational updates at an AGM, but with important legal caveats under UK rules (primarily the UK Market Abuse Regulation - UK MAR - and FCA Disclosure Guidance). The key is whether the information is "inside information" (price-sensitive).

fca.org.uk

Core Legal FrameworkUK MAR Article 17 requires issuers to disclose inside information (precise, non-public information that would likely have a significant effect on the share price) as soon as possible via an RNS announcement.

Verbal statements at an AGM count as public disclosure. However, if the update contains new inside information, the company should ideally announce it formally via RNS (often as an "AGM Statement" or "AGM Trading Update") around the same time or in advance to ensure equal access and avoid selective disclosure risks.

Non-material / routine reassurance is usually fine. General comments like "trials are progressing" or explanations of known delays (e.g., longer manufacturing lead times) are common at AGMs if they don't add new material facts beyond prior disclosures. Many listed companies routinely provide such operational context in AGM statements without issue."

The market talks, I dont care if you and your mates(I DONT CARE IF YOUR NOT MATES) want to deny it or not, atleast 2 of you have confirmed your not currently shareholders yet still post ALOT.

PEOPLE DONT TROLL UNLESS THEY WANT THE SP LOWER TO BUY IN OR CLOSE OUT SHORTS. I dont care what you say thats the bottom line.

At the AGM yesterday over 20% of shares were in that room and no sell off yesterday and today:

https://snipboard.io/arBlx6.jpg

So THIS is my last post on here today, because frankly its just not cost effective, your pouring alot of time and effort into trying to troll and its having ZERO impact, so replying/engaging/countering is simply not needed.

C1 has been recruited, P4 has been recruited, Eli are sniffing again, Estonia is imminent. Agree or disagree nobody cares, the people who cared enough to go yesterday seem happy with what they heard, the opinion of a non shareholder troll really is irrelevant, noisy yes, annoying yes, but relevant? Nope.

The level of nuanced detail discussed at an AGM is always going to be more than whats released in an RNS, some people need to get off their high horses.

Of course there will have been more meat on the bone at the AGM and those who attended got to have a nibble, whoopie Fin doo, its always like that, but that does not make it inside information. On the status of the trials OFFICIALY we ALL have been told via RNS that recuritment had started.

So what exactly is market sensitive that was revealed yesterday? ZILCH. The next market sensitive information is a patient has been infused, nothing more. The fact that a child and adult have been recruited, that a child is in the stages of washout does not guarantee anything. It does NOT require an RNS every time someone signs up for the trial and frankly after the next few patients it wont require an RNS for infusion either! If they had NOT recruited a child and adult LIKE THEY SAID THEY WERE GOING TO DO IN THE RNS, then I would suggest an RNS is warranted. This faux outrage is just some trolls upset that they can no longer say there are no kids or parents willing to sign up for an experimental treatment, that argument is out the window. They also know that the clock has started, hence the deluge of BS on here today, none of the trolls are happy, they would prefer nobody know that estonia is real and imminent, they would prefer to have the freedom to suggest no patients had been onboarded, unlucky I guess.

Ffs.

Enough BS.

This is important and affects who attends NEXT YEAR. We NEED to know from people attending today:

What's the spread like? Hot food? Tea coffee soft drinks, alcohol?

Sandwich?

Just a water cooler with disposable cups?

Nothing? This matters. We need answers!

I guarantee Avacta would have a decent spread so I hope we atleast have tea/coffee and shortbread.

Alde, how are you struggling with this??? There was ONE treatment related serious condition, one. While the word serious sounds serious the reality is if it WAS serious then the trial would have been halted. The most likely scenario was a low level CRS which would present as a temperature, or a cough or something. But again you feel free to go ask Vlad in person and share, the AGM is free for shareholders.. you are a shareholder right?

As for Ava.... having a much bigger upside....yep 300 BILLION right? Or is it 400 BILLION? IF they ever resume the trial lol 😆

30 odd of the side effects had nothing to do with HG-CT-1, 2.... two side effects reported POST treatment. Only one marked as serious so please be more careful reading. And yea that serious side effect can be extremely mild, the most likely scenario is a low level CRS which now is quickly and easily managed.

Please do go to the AGM and ask, and share what he says, PLEASE!!!

IMO = IN MY OPINION. Saying I am wrong does not mean I am wrong btw, nobody can prove or disprove and its MY opinion so before you 2 get up on your high horses, dont waste your breath this is my opinion and I stand by it.

IMO Alde/justa are both going mad this morning for one very simple reason. They want to buy in before the AGM. They know the "serious" event was not actually serious and treated in a short period and for CAR-T significantly less than would be expected. The worst side effects were caused by Chemotherapy BEFORE they got the CAR-T.

They know there is a reasonable chance vlad will utterly dismiss this latest attack BS and possibly leak progress on something else and they want back in. They troll when they want the SP to drop to buy cheaper. Its not personal its business for them and its not overly complicated. Maybe I am wrong and they literally have zero other things to do with their time.... who cares, I think by now they should have realised however that now nobody buys or sells off the back of their posts so they are wasting their time.

Ok I wont reply again for a few days :P taking the weekend off!

Thats alot of hopes and dreams there Alde, good luck, never going to happen like you WANT but good on you for being in the cult. Joris yes exactly, both companies are tiny, both targeting US buyers who have 100s of billions available and could buy BOTH in a heartbeat which is why its so annoying mr Avacta is so desperate to get people to buy his dog so he can trade. The reality is HG-CT-1 does not target all indications adn we are not direct competitors, mouth cancer? YES, 100% I hope it works. The Patent cliffs are real, there is ZERO need to come here attacking hemo to protect Avacta, he is doing it to trade adn nothing else.

And I 100% agree with you, the management of Avacta is night and day better in terms of communications and fundign over the years, that has made this a difficult hold for many because the silence and poor fiscal decisions have been damaging where as Avacta are much better at pumping their stock to do the massive placings necessary to cover their expenses. But on the science? Hemo wins, I have seen the results from Avacta, they are not curative and IMO in this era of AI pretty much everything will be cured and its those that lock in IP and FDA approvals first that will make the money, a slightly better chemotherapy just does not excite me.

Ok, you dont get to just count your ENTIRE unicorn target market, you dont, sorry but this is the real world and you need to join it. The FDA gave the nod for AVA6000 in Patients with Salivary Gland Cancer because treatments are extremely limited. This is great, but THAT is your target market, you dont just get to widen the net to EVERYTHING else just because you ramp about your targeted warhead that COULD help other indications, how many trials have been started and abandoned again???? NONE of those TAM are applicable because your not even remotely close, same as we are not close to curing alzhimers with CBR despite being told it COULD be used. We dont get to include that market you dont get to just say "ALLL OF ONCOLOGY!!!" You dont.

Is a cure worth more than treatment? SOMETIMES. Its true that BP make more money off chemo than CAR-T and would rather we dont cure anything, but with small indications they just dont cares so yea, your mouth cancer they would rather a cure, and its not even about that, its about protecting market share. If Eli had 60% of AML revenue with a recurring monthly treatment getting them 100m P/A and Jazz came along with a cure worth 50m P/A with no recurring reciepts? Then its in Eli's interest to buy and bury the cure. If AML is killing everyone i n3-6 months? There is no recurring revenue, the best treatment wins, there is nothing to protect.

So, yes your point about treat vs cure is a real one, but not here and not with Avacta. WE Hemo investors are backing a potential cure to replace.... a few rounds of chemo, does that make us a target for buy and bury??? MAYBE, but that still means you have to buy us. Avacta? with the salivatory gland cancer there are no real effective treatments, there is no market share to protect, if there are 2 treatments available for licence one a cure, no ongoing revenue but works, vs a treatment that stops progression? Both the same price to licence? BP is taking the cure, they wont pay for a treatment leaving a cure on the shelf for someone else to pick up.

Your sat there trying to educate us and the reality is its very very simple. Both Hemo and Avacta have a small candidate right now targeting a small pool of patients, both cancer, one is a cure the other a treatment, both worth lets say 1bn, both look promising and both available to licence. One belongs to a company worth 50m the other 350m.

Nothing here is complicated, our upside is massive in comparison, AND our measurability is much simpler, we can measure for MRD, we can test for destruction of blasts, survival past 6months is incredible for US. Avacta? your just slowing progression, monitoring is life long, more expensive.

Avacta IS fine. Like I said, invest if you want, but these 2 oppertunities are NOT comparable, the upside here dwarfs Avacta, that boat left a long time ago.

I never said "if it ever made sense to sell avacta and buy hemo that you would." because I am not an Avacta shareholder, but yes I know that was a typo.

But yes, I have always said, I wont let emotion overrule my head.

Your trying to hoodwink people with you £400bn, thats just BS, The US oncology market is currently valued between $81 billion and $126 billion and worldwide its 250-300bn for EVERYTHING, so that includes your CAR-Ts your ADCs, chemo and the rest, so the WHOLE market that both Avacta and Hemo are targeting is LESS than what your saying the TAM is for Avacta.

And MOST of that capital is reserved, its locked up in years long contracts, its often not the best treatments but whatever treatment the hospital gets the best kickback from, but the bottom line is your targeting a market worth a few 100m and hope no CAR-T comes up behind as a cure. WHY would I want to invest in that???? The CLN? I have absolutely said that I think you have gotten off very lucky with the CLN, it could have been used to destroy the company but it has not, its worked well at Avacta, it HAS put a ceiling on the SP but your there for a licence deal so you should not care about that, but it has not seen the SP absolutely tank like happened with Mint here. So what next?

How many trials do Avacta have on going? How much is the cash burn, how much cash is left? Yes the CLN is getting paid off quickly but what happens if you dont licence in the next 6-12 months? It would be fiscally irresponsible (As happened here) to allow the cash to drain below 6 months, I know what hemo have but I dont know how much is left with Avacta. What is the cash burn there? Will the company want to revert to montly fund raising or will they take out another more secure longer term funding option like a CLN agani? I think we both know the answer... Is that wrong? Is that a bad move? No, it puts a lid on the SP but it is necessary, LTHers are more likely to put more money in if the SP is roughly flat, it goes too high they sell, it goes to low they freak out, we both know the market will provide more funding holding their SP flattish with the decent discounts as they have been doing. And maybe I am wrong and full of sh... thats how I see Avacta for the next 6-12 months.

Why is Hemo different? We dont need a licence deal for a re-rate, like it or not we shareholders, a small group atleast, have a good relationship with Vlad, the funding position here is better, and you dont have to agree its irrelevant, Vlad is not going back to Mint or Peterhouse etc, he did shift to working with us, he is engaged with BP for partnerships etc, Estonia IS really close.

Hemogenyx need just a little bit of Volume

Avacta need a licence deal.

If HG-CT-1 works? Its the holy grail for RR AML with a potential cure cutting out need for BMT, If faridoxorubicin works? Its the best temporary treatment currently available to slow the disease... Rolls off the tongue.

Hulver, Peterhouse are gone, outta here, not involved in funding, so no shakeup needed, it happened last year when the SP started to rise.

121, thank you, thank you for confirming your out, and your posting when SP is blue so your clearly a bit bitter about it. That alone makes my weekened :-)

I look forward to the day that one of these 2 companies actually gets bought over so we never have to have this overlap again :P It is extremely frustrating to have this pool of traders that flip and trade between the 2. I know people from there have trolled here aswell in the past but reality is there are quite a few traders with feet in both buckets, anyway it will happen, one of them will get bought over or do some massive licence sooner or later, big pharma have ALOT of money atm and massive patent cliffs *(But I do hope its us first ;-) have a good day!

The board is dead, the recent trades are dead, there are maybe 10 people watching this board and we are 2 of them. I will rebut Alde because he seems desperate to jump ship to here and I have zero interest in making it easy and 121 is a moron who does not deserve the respect of an actual answer.

For the record Alde is extremely transparrant. His trolling here and ramping on Avacta is exactly what you expect in the markets, you ramp/pump when you want out, you troll/deramp when you want in. He knows updates are imminent here, he has his cash in Avacta knows its not moving for some time yet so wants to move his cash here but wants in cheaper, like if ever there was a more transparrant poster.. so yea i am going to call it out.

Funny how when Hemo posters post here we make an effort to stop them because its un-necessary and down right annoying, but when posters from here ramp Avacta elsewhere the issue is people complaining and never the ones doing it..... Likewise we post on Hemo to discuss Hemo, but its a never ending deluge of Avacta over there, always Avacta, never any other company like its ALWAYS people bringing up Avacta. Seriously check the history and try and find any other company cross ramped, wont find anything. Anyway not here to deramp or attack Avacta, but would request you respectfully ask your resident troll to wind his neck in.

121 your ahead of hot air and nothing else between your ears.

Alde can you please keep it consistant, if your going to ramp Avacta over on Hemo please keep the same data here, over there your telling us how Avacta are going to do 1000x, yes 100,000% and be worth 400 BILLION. So please shut down these trolls talkign about a 5bn they need to add 2 Zeros to that figure!!

Ok, there you have it Alde, and THIS is your saving grace:

"Avacta have the backing of Richard Hughes (founder of Zeus capital)"

We have Singer Capital who chose Hemogenyx to be its cash cow to suck off, Zeus genuinely ARE a very good MM, they have managed to keep Avacta proped up, as MMs the control SP movements and allow the pumpers to keep raising in endless placings. This is not an attack, if Hemogenyx had Zeus instead of Peterhouse we would have been in much better shape by now and more advanced with more money.

So I dont mind calling this out, for years Hemo had rubbish financial advisors and went to predatory brokers and thats why we ended up with the Mint fiasco, Avacta had better heads on the financial side.

HOWEVER AS FOR YOUR:

" their TAM is FOUR HUNDRED BILLION which is 1,000x their current market cap." NO IT IS NOT. Thier target market is salivory gland cancer AND ONLY TO HALT progression, teh second a cure is found its out the window.

BUT..... 400 BILLION - How do you expect to be taken seriously???

Global oncology drug market: Currently ~$250–300 billion annually

So you think that Avacta are going to waltz in and sieze THE ENTIRE market +100b on top??

WTAF are you smoking, for thier mouth cancer drug the target market is MAYBE a few 100m a year. The upside is NOT 100,000% and you dont get to equate target market as target mCap anyway thats just stupid. The UPSIDE is the potential value of any deal and that is low billions, I will swallow battery acid if Avacta get bought for 400bn.

"Is the TAM for HEMO 1,000x bigger than its market cap? £50Bn? I think not."

Well you got to include the ENTIRE oncology market for your 400m despite targeting a single solid tumor that is so rare it qualifies for orphan status!! So I will include the ENTIRE oncology market AND Viral market and some bacteria, and degenerative brain diseases which are covered by CDX and CBR as well, so yes or TAM is Trillions!

Like wise up if you want to have actual discussions, but stop trying to tell people Avacta can do 100,000% which is your 1000x, that is utter BS and you know it, every one of you shareholders would bite the hand off a 1bn offer for your mouth cancer slowy downy drug and thats not even 300% upside and that ALL you have thats even close. This is so stupid, your making me attack a share that I just really do not give a toss about, I dont short, I am not going to invest, i think its an utter waste of time with old tech and no real prospects beyond a few 100% max. This is Hemo, we CAN easily justy a 1000% rise in SP with ONE deal , one licence, one partnership, one decent grant from NIH or BARDA. 300% here is sweet FA and still leaves us less than half of Avacta with a potential CURE vs your treatment..

And that is why Alde keeps peeving people off, deliberatly so, he wants to focus on the MILESTONES and say Avacta is further ahead (I disagree but whatever) without ever wanting to say "Yes Avacta are ahead in the milestones, but because of that they are 350m vs 50m, Hemo are not that far behind in terms of milestones but significantly behind in terms of mCap" THAT is what matters, and we dont have the same marketing, we dont have people paid to pump the stock so they can keep doing massive placings here to pay off CLNs so we are at a disadvantage. but sooner or later that flips to being our massive advantage.