More Positive Note15 Feb 2024 10:48
Despite what some may think, 30mil valuation for Hemogenyx is NOT realistic.
HEMO-CAR-T have just had approval to enter clinical trials, CAR-T treatments in recent years have been licenced at pre clinical, phase 1, phase 2/3 and after new drug approval. Prices for these licencing agreements are freely available, the vast majority, INCLUDING phase 1 etc, are 500m+ when you include milestone payments. HEMO-CAR-T today with the IND approval is worth easily multiples of the current mCap of Hemogenyx, when trials start IF it works the value becomes multiples and will be known within the first few patients/months.
CDX - basically this is same target market as #AVCT are aiming for, expanding chemo to many more people and reducing the toxic side effects. They want to make Chemo safer, CDX removes chemo altogether but gives same targeted results, Avct have targeted the value at billions? Same applies here, only CDX is better and because its not making EXISTING chemo safer where any revenue would be split, CDX is 100% hemogenyx (Eli Lilly will get some profits from this)
CBR - https://bnnbreaking.com/breaking-news/health/groundbreaking-mrna-therapeutics-breakthrough-room-temperature-stable-treatments-for-global-accessibility I think that makes it clear that even just the approach they have taken makes CBR as an idea worth billions, take the patented CBRs for each virus they can treat? There is no valuation high enough to cover every possibility. Will we ever see true value before its taken out of our hands? Probably not, but I can guarantee you £30m does not even scratch the surface.
100-300m valuation for a CLINICAL pharma with ANY ONE of the above would be cheap, https://sana.com/our-pipeline/ have literally an equivalent to HEMO-CAR-T and they are worth 1.55 BILLION. This current SP/mCap is just stupid, low visibility, lot of traders/shorters and lots of efforts to push the SP over the last week has successfully pushed the SP back down to a stupid price. BUT the shorters cant stay open for ever IG shows 8%, thats alot of shares that need to be bought back to close those positions, This valuation IS WRONG. The current market Valuation IS WRONG. Tick Tock, the rest of the world SLOWLY are starting to notice Hemogenyx, this will only increase as they enter Clinical Trials.