RE: Another deal9 Jun 2026 14:26
I just saw that one! I think we are in a bit of a goldilocks period where big pharma are approaching patent cliffs left right and center and NEED to acquire IP. On the other hand they have seen a worldwide boom in profits largely due to weightloss and america forcing higher prices. The result is big pharma have the money to spend to acquire the IP. At some point what Hemo have is enough to catch the eye, or not. But I am seeing plenty of money exchanging hands for earlier candidates worth alot less. No guarantees it happens here but with each patient treated the likelyhood significantly increases.
In terms of "When is enough enough"
NOONE should rely on AI, because its all BS.
If you have 1 BP interested and there is no competition? Then enough is as far down the line as possible, maybe even phase 3.
If you have 2 BP both interested in making an offer? Then its enough, be it 0 patients, 1, 3, 5, 10. Its irrelevant, if the other player at the table wants to make a move then its enough, end of discussion.
Vlad has said he is in talks with 2 bp, its likely due to the variation of P3 with the IND amendment there is no clear 3 patient cohort data, they probably both do want a little more data, is that 6? 9? 10 (odd number, but whatever)? Is it Phase 2? is it Paediatrics? NONE OF US KNOW. I doubt Vlad even knows, there are 2 BD teams in contact with Vlad both under NDA both getting data and at some point one will say enough. Haywain predicts no DLT on P4 or C1 is likely the trigger? Fine he knows this industry better than the rest of us. That means we are potentially weeks away from possible multi billion dollar offers OR maybe we are not, maybe its weeks/months/years. THATS what makes this such an attractive investment that possibility.
But lets be crystal clear, NOBODY ON THIS BOARD OR EVEN IN HEMOGENYX KNOWS WHEN ENOUGH IS ENOUGH. Buy/Sell/Hold/Trade, whatever you want to do just make sure you understand the POSSIBILITY is there that a billion dollar deal could land here at any time, or not, and NONE of us, not one poster on LSE knows and anyone who says otherwise is a liar.
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