RE: Sp by end of april11 Mar 2026 21:43
Saint, for the SP to hit £100 would mean some sort of licence or significant JV probably for CAR-T. Almost certainly involving a massive cash injection to the company, the value of the deal would make a 700m mcap justified. Selling some at that point? Absolutely worth doing, go for a free ride? But for me? I would be thinking "Hemo now have a shoot tonne of cash to propel CBR".... how could I walk away from that??? And reality is im not alone, many of us are here to the end, some profit taking along the way? Sure, but this is not a trade for many of us. I also know that many of us couldn't sell tomorrow even if we wanted too, I have chatted to several past placees and most of us are sitting on paper share certificates lol 😆 I get you temper your enthusiasm for hemo because of your loyalty to that other share, but the reality is there is precident for Hemo to do a bn+ licence deal for HG-CT-1. Our mCap is irrelevant, CAR-T is valuable feel free to Google any of these, all pre clinical or phase 1, all 1bn USD+, all CAR-T. Capstan, Orna Therapeutic, Legend Biotech, Juno Therapeutic.
Do I know or believe there will be a bn dollar licence deal tomorrow??? Not a bloody clue. Zero, zilch.
But guess what? Most shareholders in all the above companies were also oblivious until their RNS dropped.
3 patients, as far as we know all alive who statistically should be dead. And I dont care if people say "But maybe they also got XYZ or maybe they got stem cells from epstine island or God cured them, or maybe they have relapsed and are sick ". I dont know and NEITHER DOES ANYONE ELSE ON THIS BOARD. But guess who does know? The Big pharmas under NDA. And if they have seen an n of 3 out of 3 with CMR???? You dont think that puts a rocket up the but? Or maybe there has not been CMR, maybe they have sadly relapsed.
I am not here to trade, I am not holding because I hope the SP will go up 10% tomorrow or hoping the trial will resume next week or hoping vlad will do an interview.
I am holding like many because I 100% believe that at some point in the future I will wake up and that deal that has happened for many other companies will have happened here and that for me will generate generational wealth. Other shares may be more advanced but also will have greater regulatory hurdles and significantly higher mCaps. Saint you call out our 70m mcap as a weakness, its too low, your right. That's also its strength. A 700m licence deal is cheap but also represents 1000% gain for us shareholders, and not attacking avacta or any other shares but its what? 300m? 1000% there means securing a deal 2.3bn higher than we need.
With every fiber in my body I am certain, Hemogenyx will be the best performing share on LSE this year.