Member Info for JustHereForHemo

DanRey, normally yes phase 1 is all about safety. However these drugs, CAR-T, CDX etc, they have long term and serious effects on the patients, they will not be tested on healthy volunteers. They will be tested on people who have RR AML. So YES the primary reason for phase1 is safety however because these people have AML they can also test efficiency, either these people are either going to live or die. We are going yo know pretty soon if HEMO-CAR-T works or not, it's not guaranteed, there could be serious side effects, this is nor without risk, but we will know if its working or not in phase 1

I'm not an expert in the field like Haywain is, can only parrot what vlad has said. From memory the 1 patient thing comes from an interview where vlad said he will be doing I THINK 20 patients but only one after the other so atleast 10 days between each patient, I think because they are using their own clean room?

No guarantees here but this is from previous interviews and presentations:

1, HEMO-CAR-T is classified as toxic? Not sure the exact name, but basically it has a negative impact on healthy individuals, therefore it can only be administered to patients who are actually suffering from AML. And because these people are actually dying there is no placebo etc. Which means s the trials are technically phase 1/2a. So starting from patient 1 they will know if its safe AND if its working.

2, HEMO-CAR-T is for sale. Multiple times vlad has confirmed for they right price he will sell, but he believes he has to prove it in trials first. That could mean end of phase 2, or it could be after only a few patients.

I don't know what Vlad will do, I suspect Vlad does not know what Vlad will do and it all depends on who makes an offer and when. But I do strongly believe he will try and sell it soon. CAR-T has made it this far, CBR is the future of Hemogenyx and funding for that comes from selling HEMO-CAR-T sooner rather than later.

Did you see me bragging when I called that 95% of this board had misunderstood the 2nd last RNS? When people were calling months for 3rd party to test the PQ and I said they were finished? Nope, because what exactly does that achieve? As for the 95% pass rate, when I posted that I attributed the source with a link to the FDA where they provided those numbers. When I have said the mCap is unsustainable and should be 100-300m minimum I have done so by linking peer comparable companies to back that up. WHEN hemo is 100m mCap I wont be saying I told you so because I will be more focused on "Where now?"

We are the same in that we are both here to make money, I want to be rich and I believe Hemogenyx will do that simply by holding, you want to make money also but prefer to trade. I would say almost ALL of your posts are retrospective, always looking back, looking for something someone has said to be used in a snide attack. Or still focusing on a placing for Covid years later, frankly I prefer to focus on the future. Dont take this as an insult its just an observation, but your very much like HemoTruth and MrIndia, your ego and settling emotional scores appears more important to you than making profit. This is a bulletin board. Most people here are just a collection of letters on a back ally page that has maybe 100 visitors on a good day? And for you it appears to be an integral part of your self worth and ego.

I will say "I told you so!" to my wife, because I CARE what she thinks, this board is a source of information. I will continue to counter BS, lies, obvious deramp attempts because very few others seem willing. I will continue to post updates on the state and bullish argument of Hemogenyx because Vlad is pretty rubbish at updating his website and there is nowhere else. But its not personal, I just want visitors here to spend more than 30 seconds, enough for them to start looking at the RNS's confirm whats been posted and perhaps take up a position which helps push up the SP, makes ALL of us better off and helps grow the mCap of Hemogenyx which in turn insulates it against hostile actions and makes it easier to raise funds down the line with much lower dilution.

And? Sorry I fail to care? Whatever happened IMO IND matters most right now and lands first. Are you trying to ramp with some potential deal? Is this a really pathetic attempt to pump? Maybe there is fantastic news coming from JPM meetings vlad had. Stop trying to make something out of it until we actually find out. We don't need that nonsense right now. IND and going clinical is more than enough and nobody can deny it or try and talk it down. It's all there in black and white. Stick to the facts please.

Talk about pointless irrelevant nonsense, vlad was clearly busy at the conference not in his office doing the IND application. And?

The ind Is in so whoopee.

ONE THING matters now, going clinical. What vlad is doing or was doing at JPM is NOT relevant.

The FDA will approve the IND, or not, in the next 20 days or so max.

Mary, apologies if it comes across like that, Honestly I have been here for 5 years, we are nowhere near my average, my target to sell any is a long way away.

BUT I do get over excited at times like this, I assure you its not because I want to exit its because I and the rest of us have suffered at the hands of the markets and the trolls who have dominated and controlled this share for the past few years. We have been told time and time again that we were wrong, that Hemo would never go clinical, that we should just sell. I think we just finally feel vindicated and I accept it comes across as rampy, which is NOT needed now, IND approval will do the job on its own, so I will bow out from the forum for the rest of the day and try and relax and do some work. I wish you all a good weekend :-)

100%, At this point I have a LITTLE genuine sympathy because I know how they are probably feeling. I shared this at the time, but many wont know that at one point I too used leverage, Back before Eli Lilly declined to licence CDX. I had a sizeable number of shares held in a CFD, had several thousand pounds in the CFD account and had been forced to top it up to keep the position open, but SP kept dipping and it was always in a margin call. It was an awful feeling, not able to close because it was at a big loss and would have dropped the SP more. Then the no deal RNS landed and MMs gapped down before open, there was zero chance to close anything it was an instance zero out of the account, all shares and all money gone. I was long at that point but same applies now for anyone short. They will be in a margin call, probably getting to the point where they are adding cash just to keep the margin above 50%. This spread is a killer, 2.8 on the ask is PAINFUL when they opened and sold probably 2.3?

Shorting is EXTREMELY high risk, the potential returns are not worth the risk especially somewhere like Hemo where good news can land at any point. But... Hopefully if the shorters get wiped out here, and lets be honest there are only a few of them, they wont have the cash to try again. Leverage in general is high risk, avoid like the plague!

For those who are currently short....

They will be in a very uncomfortable spot right now, not knowing if the FDA will respond today, maybe an RNS before close of play? Or next week? or maybe they have a few weeks until Feb? It really is a gamble, only certainty is the FDA have a MAXIMUM of 30 days.

Think we all know the MMs will gap up on RNS, there wont be an oppertunity to close at a sensible level when it lands so anyone who is still short when it happens? Your losing your short position, sorry but we all know thats the case.

Honest to god though, what were people thinking going short after that RNS on tuesday? SP had only gone up 10% and people who were expecting a long delay had already sold, what were you thinking? Gee, FDA have 30 days to approve this, I know! Lets short and hope for 1p??? As if each day that ticks down people are more likely to sell?

Madness lol :P But yes, good luck anyone who is short, playing with fire here is an understatement. FDA have already done a full review, they have already reviewed the plan to lift CH, they only have to accept the result and lift the CH. One week down, MAX 3 weeks to go.... Tick Tock!

No.... Friggin.... Way!

Hi Mary, had a nosey at your profile, are you in Belfast!!!??? If so you are not too far away!

As for the bull case at Hemogenyx?

Setting aside CBR - Potential cure for all viruses inc Disease X

Setting aside CDX - Replacement for most Chemotherapy in talks to licence

Setting aside Hu-PHEC - On Shelf, remove need for doner bone marrow

Focusing ONLY on HEMO-CAR-T -

CAR-T treatment for a rare AML with poor survival rates and few options recommended by the FDA

Lots of example CAR-T licencing deals in past few years and figures range from few 100m to 1b+(upfront cash/biobucks/milestone payments)

HEMO-CAR-T was put on clinical hold last year because the FDA had one issue with the lentivirus, Hemogenyx predicted this issue BEFORE the FDA confirmed it using AI. They worked on a solution, proved it worked and approached the FDA with a plan to resolve the issue and lift the Clinical Hold, this plan was reviewed by the FDA and approved.

Hemogenyx have implemented this plan as agreed and PROBABLY late last week submitted a response to the Clinical Hold to the FDA.

Because the FDA have already approved this plan the chances of the FDA lifting the hold are extremely good which would in effect move Hemogenyx from Non-clinical to clinical. If you look at this sector CAR-T IS expensive, one treatment is a few 100k. Early stage oncology pharma with CAR-T attract mCaps of 100-300m+ minimum in America it would be alot more. Hemogenyx currently under 30m so the upside is HUGE. Others have given examples of how significant going clinical is to valuation, no reason Hemogenyx should be any different.

When it comes to funding it is correct Hemo WILL need money, which is where Prevail come in, they have already invested at a premium and PROBABLY will invest further when Hemo announce they are clinical and are starting trials, which Prevail Infoworks will run.

Red flags check:

CLNs, toxic debt - None

Warrant overhang - CEO has SOME warrants around 2.5p HOWEVER he wants to maximise his control so unlikely to convert sell any time soon.

Discount placing - Cannot place until mid Feb, would be AFTER clinical so not really an issue, but PROBABLY going to be Prevail anyway which is welcome

Binary chance of failure - Ignoring CBR, CAR-T may be binary, it is either approved or not, but chances of being rejected is minimal as the full review was already done. One issue was found, it was resolved and FDA approved the plan, now they just need to sign off.

Other positives - Significant growth in sticky shareholders (We are greedy)

Significant shorts or as I call them, deferred buyers whom I believe have really screwed up this time.

Timeline is now controlled by FDA, NOT Hemogenyx, FDA could respond tomorrow, or a few weeks, making it hard for traders or shorters who really are gambling.

Its absolutely bonkers to consider people thought it was a good idea to short.

YES I get it, in the past there have been delays and disappointments and placings out of the blue and bad communication and bad RNSs, Eli said no to CDX, Mint went to town with CLNs... And in the past shorting on a rise normally paid off because hemo only ever went one way.. Down.

This time? We are waiting on the FDA who HAD 30 days, worst case scenario? second week of Feb, best case scenario? Tomorrow, or anywhere in between.

This time the chance of bad news is a fraction of the past, ONE issue raised in a full review, accepted the plan, tests done, could the FDA reject it? Of course but its very very unlikely.

Huge discount placing? At this point? Nope, MAYBE in the middle of Feb AFTER the 20% Market rule cutoff is reached, but honestly? If Hemo are clinical, the SP is significantly higher, 5-10p+? And Vlad wants to raise a few mil? Work away! Fear of a future placing when SP will be higher than today is an irrational fear. TBH I expect the placing to be with Prevail again AND I expect when it happens the SP will be higher than 6p.... HOWEVER I expect Prevail will still get their placing shares at 6p. I remember there were conditions attached to the first placing, IMO even if Hemo hits 10p+ Prevail will still get theirs at 6p, which I am cool with.

But back to the main point, shorting now? Nope, dont get it, must love punishment. Assuming you have 30 days until the FDA respond is stupid, we have members on this board with first hand experience of the FDA responding after 2 weeks. FOMO Friday ahead!

Anyone got a calendar? Wondering how many days have passed since Hemogenyx sent the Complete Response to Clinical Hold to the FDA which started a 30 calendar day count down... Does it really take 30 days to review one PQ result set though?.... Sure didnt take Vlad long to go from Tests complete to Response submitted....

I am sure those with the 7% short on IG and 15% short on Spreadex are praying the FDA take the entire 30 days... 8%.... with a wide spread.... that has got to be uncomfortable.... Wonder how far it would have to drop for them to make a profit now..... Tick Tock.

Not sure charts are relevant when transformational news is expected, but I am sure your right there are people who ONLY trade charts.

Blue:

Bob likes Hemo, he logs into IG.com and buys 1m shares thinking it will do well in the long term.

John likes Hemo, thinks there is good potential for news and trading so adds it to his watch list.

1 month passes, Bob and his 1m shares have been stuck holding in Hemo, John has been living life.

RNS drops and Hemo goes up 10%, Bob thinks "Nope, I am here for much more than 10%" so he does nothing. John says "10% sweet, but this bunch are fickle and will panic and sell as soon as it dips atall, and I can trust Vlad not to release another update for 2 weeks"

So John logs into IG, goes to spreadbet or cfd, and places an order to SELL, he does not hold any shares himself so IG are "lending" him some of Bobs shares. He hits sell, usually as big a trade as he can for the best price, then smaller sells to try and force the price down. Now John is immediately into a margin call because of the spread so he will go and try and scare up some other people to sell on lse or twitter.

When the SP dips John is in profit, he can buy back the share he sold and be left with ZERO shares in his account but some profit off a successful trade.....

Unless....

If the SP does not dip or he cannot get a quote to close his position and starts to rise.... Then his margin goes from 100%... to 90%... to 60%.... to 50%... And at this point IG step in and forcibly close as many positions as necessary to bring the margin back to 100%. If that means wiping out every penny John had deposited? So be it. IF he is a professional and goes negative in his account? He is liable. And previous examples have shown, if the float is so small that the brokers cannot get enough shares to cover the shorts then the losses can be astronomical for anyone shorting.

The potential return on a shorted share is 100%, if the company goes bust, you sold a share, got the profit and never have to return the share. Potential loss on a shorted share? There is no cap, you could spend £1000 to short and end up losing 100k

Pumpkin, the FDA can refuse to lift the CH if they are not satisfied, but they already approved the plan, this is NOT a full review so they cannot put a hold on the rest of the IND as its already been approved. Which makes shorting RIGHT now absolutely mental. Maybe it paid off in the past, but I just cant see it paying off this time.

Its crazy, 15% short on spreadex and 7% on IG, other brokers will have short positions also

Last report IG had 85m, if that is still accurate then someone has borrowed to short around 6mil though IG lol!

I assume they were hoping for the 10% boost from IND resubmission to drop by now and traders to get bored and move away? But really?? Its a response to the FDA where they have max 30 days to respond having raised ONE issue, agreed the resolution and only have to validate the results that have been submitted. That is a big chunk of shares to be short on when Hemo could get IND approval any day now. WHO exactly is likely to sell at this point? If it was a 50/50 binary play fair enough but think the odds are a bit better than that!!!!

Around 6m... JUST on IG... 3m TOTAL volume yesterday.... 2m so far today.... Honestly, good luck whoever is short, your gonna need it. Exiting a short that size with such low volumes? That is gonna hurt!

Prevail Partners will invest, Prevail Infoworks will run the trials, as before there will probably be some sort of large cash injection from the partners who take a stake and then Hemo will pay part of that back to infoworks for their work on the trials. It is a bit of a circular transaction but it gets the job done.

Interesting video for those wondering why trials are expensive:

https://www.youtube.com/watch?v=NM2_XugGZOk&ab_channel=Sofpromed

I know there are questions about funding here, fair, but it is worth looking at prevail:

https://prevailpartners.com/investment-strategy

"Our universe of investment targets begins with firms currently sponsoring Phase I through..."

Think they just felt sorry for Vlad having a rough time with the CH and threw him a bone with the 500k placing as that is not what they usually do.

Hemogenyx are NOT "currently sponsoring Phase I through..."

This happens AFTER the FDA lifts the CH.

Any Prevail investment will come once Vlad announces they are going to start trials.

But seriously, read their own site:

https://prevailpartners.com/investment-strategy

and then the child company going to actually run the trials:

https://prevailinfoworks.com/

This share is not about Vlad any more, its not about Hemogenyx having a poor few years trying to get an IND approved, delays and disappointment. The IND is with the FDA, they have what? A few weeks to respond? If they lift the CH then PREVAIL are going to run the clinical trials for a CAR-T treatment for AML, the CEO of the company which owns the CAR-T treatment has already made it clear its for sale once there is clinical proof it works.

This tag is really taking off on Twitter!!....... err....

Ty Saint, didn't know, had a very brief look only

Morning Cyrox, I don't follow them so know little, a quick check tells me:

We do this by combining intellectual and financial resources to select, progress and partner a balanced portfolio of risk-reduced, early-stage technologies for translation into clinical candidates." And trying to offer services.

So they are partnering on candidates nobody else wants? I know nothing about the candidates but I'm guessing they only now own maybe 50%? And looks like no cash but lots of raising. Here they did licence something.....

Subject to the exercise of the Option by Ambrose Healthcare, the agreement details clinical and commercial milestone payments to be made to ValiSeek totalling a value of up to £16 million plus royalties.

16mil...just not really significant.

CAR-T however is fairly well proven, understood and expensive. There are lots of examples of licencing deals, one recent example was 1bn including milestones.

VAL401 one example, YES it's targeting cancer but it's not a cure, it's a quality of life drug, it makes people feel better as they die. HEMO-CAR-T is a cure in a market where licence deals are 100s of millions and a course of CAR-T as a patient is a few 100k.

Add on top the unblocking of the universal virus cure CBR which vlad has been advertising and is blocked pending clinical status? Very confident Hemo will do well :-)