Member Info for JustHereForHemo

Remember when you do report, your reporting a very small number of insiders who have insider traded and used LSE with impunity to try and manipulate the market for financial gain. Hemogenyx followed the rules, but a small number of traders did not, they are the ones who should be held accountable. Perhaps if the FCA did identify and prosecute a few it would deter others in future.

HT I assumed there was one when Stu said there was one coming in the morning, but I also assumed 2.5p.... 2p was a shock

No sounding for me, didn't take part, but assumed one at 2.5p after the statement from Stu who I think we all know was 100% inside.

2 large

2 cheap

2 slow

From a position of weakness when everyone knew bank balance was low. And some knew it had to be a discount placing.

Learning points:

Don't let balance drop so low, better to raise less but do it quickly before traders can short price down.

Ideally however.. just licence something for enough upfront cash to fund hemo for the next 2 year

Digit, had a few weeks of anger at the markets had to get out of my system, I did and feeling good again, have a good wend 😊🍻

Meh, its friday, have a good weekend all.

Damage is done, wont cry over spilt milk, thinking about it logically, leak had to have happened probably before the FDA even lifted the CH because the sell off was so hard and fast (mind out of gutter HT...). Its one of those things you can accidently let slip and not think its important or even inside information. I went into the CH being lifted on assumption (my mistake I will live with it) there was a funding arrangement already in place. If I had known there was none? I would have sold some shares at 6p 100%.

Anyone has a chance to speak to Vlad, ask him who knew that Prevail would not take part and it was going to be a public placing, small detail but massively important.

F it though, its done, placing sucked balls, but I have added a fair whack now, IMO Vlad gets a free pass on this one because the potential of what comes next is so huge and 15% dilution is not alot.

Have a good weekend all, I am not off on a boat but I am am off to an Air B&B (A VERY cheap one....)

Going to be honest here, THAT is the key bit of information, forget about the placing price or the date etc, as soon as FDA lifted the CH the veracity of selling and shorting can only have come from people with 100% confidence a PUBLIC placing was coming, which makes me think that even before brokers were contacted people KNEW that Hemogenyx were going it alone in terms of placing. If you think they are going to raise and Prevail Will or even just MIGHT put in money, that is an investment and wont be sold down. Even if you know there will be a placing unless your certain its going to be a peterhouse special and not Prevail you cannot short so heavily....

So big question... WHO KNEW PREVAIL WOULD NOT BE TAKING PART IN PLACING????

Who knew inside Hemogenyx and who did they tell??

I had my opinion and I am very surprised to not see prevail put cash in, I am pretty sure if I go over your past posts you have posted the same expecting prevail to take part. Fits the company profile and history and just makes sense. Are you telling me you ONLY posted that because I said it first??

Vast majority of us assumed there was a plan for funding, and looks like there was and it was to raise some funds in a private placing at a premium, the actions of some prevented that. Haddy I agree some sort of upfront subscription at a fixed price would have been ideal. Darwen, rubbish, Hemo accepted 2p because traders and shorters were forcing the SP by selling as much as humanly possible before the placing closed tanking the SP, ZERO to do with what the company is worth at this stage. Also go and listen to the SP angel interview and you will see how many patients are likely to be needed for CAR-T, IF we even get a fraction of the way though that number before licencing I will be surprised.

What happened here was a re-run of the CLN Death Spiral fiasco from a few years ago, some people knew they were guaranteed a discount placing, they could sell/short as much as possible and provided the placing SP ended up lower than the average they sold/shorted at, they win. To assume "investing people" think Hemogenyx, now CLINICAL with a CAR-T treatment about to go into trials is only worth 20mil is just farcical.

It would be foolish to assume the SP will significantly re-rate in the next few days or maybe even weeks until there has been sufficient churn of the placing stock.

It would also be very foolish to assume the SP will stay here as none of us know, how much has been forward sold, who is buying or waiting to buy or what news will land next.

Getting sick of defending Vlad here, because IMO he could have managed this placing better in many many ways, HOWEVER he has been doing a pretty fantastic job in recent months and to blame him for what is blatant market manipulation and insider trading is wrong!

Vlad has held his nose and taken a poor price for a placing, but he has secured enough money to start clinical trials IN humans with HEMO-CAR-T. He has the cash, he has the hospital and he has FDA approval. Move on, give the man a chance to prove it works and yes MrI, FANTASTIC post, Mr Handsome has had a very good impact on you!!!

HK, The licencing deal is ONLY for DLL3 target therapies, which fall under NCT05680922 on the link you provided which is ONLY Phase 1. The rest of the pipeline, of which many candidates are in Phase2/3 trials have nothing to do with the 100m/1bn licencing deal mentioned below.

Perhaps I misunderstood but when they say DDL3 targeting set of therapies I equate that to HEMO-CAR-T which is targeting FLT3 for AML, however also including rights to package and test against the likes of ALL and perhaps variants such as SAFE-HEMO-CAR-T etc which are all tightly coupled.

Genuinely interested to exactly what this 100m + 1b licencing deal covers, but per that link you have shared ONLY one candidate on that list has § symbol and the legend below says THAT is covered by the licencing deal. But I agree its worth recognising that They have already proven themselves, they have a track record and reputation and find it much easier to demand an acceptable licencing deal much earlier than would be possible for Hemogneyx who remain unproven.

Matt, do you care if it takes a few days or even weeks to churn? Are you here for 5/10%? I am not, if HEMO-CAR-T works its worth ALOT and 10% will be irrelevant.

L200 your talking about 2 weeks later. Do you actually believe vlad ever thought sp for placing would be 2p after going clinical? Again, the damage done here by shorters ans traders is disgusting

Ok, reality check here.

Vlad was doing ONE placing, he wanted to raise MUCH more than 3/4m at 2p he would have wanted probably 10mil at 6p. There are very tight restrictions on what he can do in terms of dilution so he ABSOLUTELY should have done everything to try and raise the SP BEFORE doing the placing. He did 2 stellar RNS's on CBR and they just did not do enough because there was so much downward pressure. It was a battle between traders and Vlad, the traders won.

This argument about he should release xyz now or after placing to push SP up to 15p? Utterly pointless, Vlad does not need to raise any money he does not need to care about the SP right now. In all likelyhood the SP will re-rate because those who sold/shorted/attacked have zero reason to do so now, the placing is gone. People will buy in because they know the trials start soon and when Vlad proves it works then CAR-T is worth up to 1 bn. The Share Price is completely irrelevant when he is agreeing a licencing deal, he will be selling HEMO-CAR-T for cash to a third party not issuing stock.

Vlad should not have done market soundings and maybe done something smart like a very small placing immediatly after the FDA lifted the hold to get rid of the shorters and trolls, then release the CBR RNS's and THEN do a much larger placing at a much higher premium to the Pre CH price. But its done, Vlad did what he thought was best. He is not flushed with enough money to do everything he wants for the next 2 years but he has enough to get CAR-T trials started, if he proves it works then he can licence it and make enough to leave Hemogenyx fully funded for years to come.

1st, NO LTHer is happy here.

However if this had been 6p+ as it SHOULD have been would anyone be moaning? No, we all know why 6p ended up being impossible, 2p is where we landed.

Genuinely surprised NOT to see Prevail making a strategic investment here, no point in speculation why, called that wrong and really want to know why, I would want Vlad to answer this in interview.

---HOWEVER---

Vlad did a placing at 2p, its done. At present HEMO-CAR-T is not for sale, Vlad has made this clear in the past he will not sell on the cheap, he believes it will work and believes true value can only be achieved once he has proven it works.

https://legendbiotech.com/legend-news/legend-biotech-announces-exclusive-global-license-agreement-for-certain-car-t-therapies-targeting-dll3/ - 100m up front and upto 1bn including milestones, LB2102 is not yet in Phase 1, other potential CAR-T treatments.

https://www.jnj.com/media-center/press-releases/janssen-enters-worldwide-collaboration-and-license-agreement-with-cellular-biomedicine-group-to-develop-next-generation-car-t-therapies - $245mil up front + additional unspecified payments - some Phase 1 results PHASE 1 NOT COMPLETE, LICENCED WITH PARTIAL Phase 1 Results

That is 2 most recent phase 1/pre result CAR-T licencing deals I could find, Licenced EXTREMELY early.

So when people want to beach and moan about poor management they really should consider the fact that the dilution today was 15%.......... Not 50% or 100%. It was only 15%! HOWEVER it is enough to get CAR-T into patients and get results, if it works? Vlad will probably licence as soon as possible as stated in previous interviews.

Hemo have their own Clean rooms, they have the Lentivirus, they have ALOT of practice producing HEMO-CAR-T, they have a hospital lined up for trials and now they have the money to pay any expenses associated.

So how long until Vlad gets to this point? There is no statutory waiting period, mRNA-1273 went from IND approval to first patient dosed in 11 days, that was for covid so there was a massive push. AMG 510, a bispecific T-cell engager had PRE-IND meeting on August 30, 2019 and dosed the first patient in September 2019, Pre-IND, IND and started trials IN ONE MONTH. These are extreme examples, but point is there is no minimum delay.

It looks like there is no big pharma involved to introduce red-tape, and as per that SP Angel interview the FDA are likely to grant some sort of NDA approval if there is any efficiency and the can do so after a few dozen patients IF we get that far before licencing.

This share SHOULD have re-rated already, there is no comparable company, clinical with CAR-T for oncology in human trails, ZERO debt, 100% ownership anywhere even remotely close to this mCap. What news do we need to cause a re-rate from here? NOTHING! We have had the news, we just had massive SP suppression when it landed! Shorters won, they got their low price, now? they move on to the next victim.

Watch the video with SP angel.

SP WAS very cheap, bur focus was on finance, the market was not going to allow sp to rise until that was addressed and market decided it was going to be cruel.

Vlad will be able to prove CAR-T works in humans, or not, before having to look for more money. If this works? It's worth 500m-1bn, if not HEMO-CAR-T is worthless. If HEMO-CAR-T works the because its the Same patented target as CDX then the validation of CAR-T is going to be a very positive indicator for CDX making it many times more valuable.

Plenty of bedwetting today, not a huge amount of dilution, just a bad price. But hemo still own 100% of everything and we can be pretty confident trials will start recruitment soon. Would I rather vlad give away CAR-T now for 20-30mil but no extra shares OR accept 170m shares dilution but retaining 100% ownership and hopefully sell for 500m+ before end of year?

I have accepted what's happened, it's done, not alot to moan about any more. Either vlad saves people or.... not. I remain a large shareholder and even with my rose tinted glasses taken off today I am a huge supporter of this company.

You will be pleased Pumpkin you can post whatever you want now.

Everyone knows how I feel about certain people, they have done their job, inflicted maximum damage but now? No incentive to hang around.

These funds enable Hemo to start clinical trials, thats pretty huge, FDA lifting CH WAS huge but because of placing fears we never got to enjoy the rerate that lasted about 20 minutes. Be under no illusion, Hemo will start trials, they will probably announce something very soon, but this time? Nobody can shout "Placing!". Im off, hopefully these placings shares churn soon, then we start seeing the emotional sub placing price bedwetters catching FOMO again as they calm down.

Vlad sucks balls at raising funds from the markets, we should all pray today was the last time, he NEEDS to licence something, he has probably 6 months now to prove this thing works and sell it, time to put up Vlad.

Good buy all, hope we all feel better tomorrow!

The share price SHOULD have been 10p+, raising at a significant premium to the SP BEFORE the company went clinical would have been 100% accepted by all. We took the risk buying pre-clinical, those taking part in a premium placing would be buying into a CLINICAL de-risked pharma, all onboard for clinical trials.

Sorry but how does that make Vlad complicit or in the wrong? THAT is the scenario that SHOULD have been played out, that would have been morally acceptable. Traders and shorters forcing the SP down BELOW pre-clinical price is the morally reprehensible part here. Companies need money to survive, try and pass blame all you like, I remember your posts Island Girl. The fact remains, traders and shorters though actions and words FORCED the SP down so low Vlad was forced to accept 2p, well done to EVERYONE who took part in that.

1, Stu literally posted yesterday a placing was coming today, that is illegal, he is not alone but its still illegal, being correct while exposing yourself as an inside trader is not actually a good thing....

2, Vlad is actually sincere, he never wanted to raise at 2p, he wants to save lives and while IMO he is uselss at fundraising his heart is in the right place.

3, Again, forward selling whilst insiders for a placing IS ILLEGAL, end of.

4, Vlad is not good at raising funds OR at estimating timelines, but look at CBR and CAR-T, what possible justification can you have to call him crooked? Somehow he has managed to hoodwink the FDA who gave them approval to start trials?

ALOT of emotional reactions today, myself included, but facts are facts, the science is sound, inside trading is damaging and a crime.

Why would Hemogenyx be worth LESS today than it was worth yesterday?

MINUS side -

Hit to Reputation, burnt shareholders(myself included), loss of faith to many existing shareholders

Questions about WHY Vlad did not borrow from Prevail at a premium

PLUS side -

After 3 weeks of non stop attack over placing, sadly Vlad succumbed, but placing is gone.

Hemogenyx ARE Clinical with FDA approval to start trials in HEMO-CAR-T and now have the money to do so

There are no Peers even remotely close to this level with clinical trials for CAR-T in oncology

No fears about placings now for many months

Hemogenyx have retained 100% ownership of HEMO-CAR-T and CBR

I get accused of wearing rose tinted glasses, but I would counter that alot have sold because they got emotional and threw the rattle out of the pram. I can understand emotional trading, but fact is, the shorters are closing, the traders who make money and have enjoyed the fall are buying down here and its LTHers who have hurt feelings who take the loss and sell. When the SP is going up again it will be ex-LTHers who will be buying seeing a turn around and it will be the traders who will sell on the way up banking profit.

Damage is done, if you want to sell, go right ahead, I have been here though Mint, I have been here though Clinical Hold, a discount placing to pay for clinical trials is not going to scare me off!

Yes Peterhouse were involved and yes traders want to make money but that does not make it right or ethical. Not going to labor the point but the actions of a few made it very hard for the company to raise a larger amount at a higher or even premium price. Those individuals were able to do so because they were able to sell shares they did not own and force the SP down. We can argue this until the cows come home but its not right, short selling tiny mCaps like this does disproportionate damage and is just wrong.

You do realise they are an american company with UK staff right? If a brit writes the RNS they are going to say £ first, if a yankie writes it they are going to say $. Does it really matter who wrote the thing and how much details they add?