The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Oh so it might be worth £300 mil? So is it worth £300m or is it NOT worth £300m? Good to see your so decisive here!
So if NOT on CH being lifted when exactly should it re-rate? You do understand that lifting of CH is when the company moved from PRE-CLINICAL to CLINICAL, you know that point where the valuation DOES change?
The market is wrong and has not reacted to the lifting of the hold as it should have YET that does not make it right. My timescale is spot on, Hemogenyx ARE worth £300m+ The fact you can buy shares in it today at a fraction of that just means its currently undervalued, significantly, and it will re-rate at some point. Thats your problem Pumpkin you are 100% unable to decide for yourself what a company is worth, you just cannot do any research or any independent thought to decide what a company SHOULD be valued at.
Stick to your 10% trades, chase the rest of the sheep and continue to burn your money on dogs, I know what Hemogenyx is worth and why I am invested here which is why I sleep easy, you? You have no idea why you do anything, you just follow the herd and beach and moan constantly when you dont get to flip for your 10% straight away as you watch your life savings get taken time and again by bad trade after bad trade.
No more replies to you Pumpkin, your toxic and so far beyond hope you are just a waste of time.
Pumpkin has ZERO clue about what she is investing in, she follows the herd and gets caught up in dogs on a regular basis, for years I have asked her to value CAR-T or Hemo in general or any of the technology, target market etc. For her the fair market value is the current market value so a target of 100-300m is completely irrelevant, she values Hemogenyx at what its priced at. Which is why she will jump into a dog at 100m which should have no real value whatsoever and think its cheap because all the hype and market sentiment at that point in time says buy! AND she will tell us all about it.
I am the complete opposite, I dont care what hype and chat is on a board, if the mCap does not match up to what the company SHOULD be worth I avoid like the plague.
Basically explains why pumpkin can ONLY trade, she cant invest because she never actually knows her target because that would mean having even a ounce of comprehension of what a company is worth. The result? She buys what the herd tells her to buy, she holds and sells for 5-10% and calls herself a successful trader... OR the SP does not go up and she holds and moans for year (Hemo) or until the company goes bust and she loses the lot (If you check her trading history this happens quire frequently).
I will freely admit I am an awful trader, I dont trade, I buy and hold stock I believe in(with a few exceptions), but I jump in having an idea of what i want to get from the investment.
So pumpkin, if you DONT think mCap should be 300m? your an idiot.
Https://www.centurytx.com/clinical-trials/ 270Million again ONLY CAR-T in phase 1 trials.
Https://sana.com/our-pipeline
ONLY one item clinical, CAR-T in phase 1 trials for CLL/NHL.
Valuation?
ONE BILLION FIVE HUNDRED AND FIFTY MILLION US DOLLARS.
So yea, this mCap is so F Ed up a this point its stupid and crazy.
Woods you do realise that Hemogenyx now own 100% of HEMO-CAR-T which has been approved by the FDA to enter human trials. A company with no debt and a wide portfolio including now a nasal spray to protect against/ cure current and future viruses and some cancer. A company which is now CLINICAL. A clinical pharma with an oncology target CAR-T treatment, a treatment for a disease with high mortality where each treatment can cost 200k and most licensing deals are 500mil+ including milestones and royalty.
An mCap of 33m where we are no is a farce, its a joke, you don't need a crystal ball to know that it's unsustainable. The peers in this area with JUST CAR-T are 100-300m,the reaction over the past 3 days is inexplicable, but Hemogenyx is NOT that special, it won't remain at a 75% discount to every other CAR-T company for ever. The 8% shorts won't remain open for ever. When we start getting details about prevail and trials this SP will recover. You do not need a crystal ball to know this SP is wrong and be it a few days or weeks it will bounce hard.
FWIW it would be hilarious if after these 3 weeks of bedwetting we see a massive delayed buy drop and MMs immediately move back up again.
Anyway, I for one am incredibly impressed with what Vlad and his team have achieved and I am 100% confident that soon the market will reward his work.
Bottom line.
Shares need to move OUT of the hands of the people who spend time on LSE or discuss trading on Twitter/telegram and INTO the hands of professionals who want to invest in an early stage pharma to see it through trials. Each and every genuine shareholder should consider sharing the occasional Hemo update, it's only with increased visibility and new external investors will we see sustained recovery. Vlad is not going to do the PR so if you own part of this company and you want to support it, don't stay silent.
Fake? Here you go report it!
https://www.fda.gov/about-fda/contact-fda
Wish I knew lol, for sure Hemo is on a lot of radars now, I do know alot of people were spooked by some traders spreading placing FUD so will be alot of money playing a wait and see game. Its their choice, IMO the SP is too low to raise anything useful via placing and any actual placing will be at a premium with prevail again. If I'm right the SP will take off once doubt removed. IF I'm wrong? Vlad does a much smaller placing at 2.5p-3p shares churn just above that, once again however doubt removed and again SP takes off. This is not some oil dog that needs cash to pay 20k a day in diesel to drill exploratory holes and keep the lights on. What Hemo have, right now, today is a CAR-T treatment approved for trials, just this week a pre clinical CAR-T was licensed for MORE than the entire mCap of Hemogenyx. Word will spread, eventually, and this piece of s417 SP will correct.
Whoever it was selling seemed happy to take 3p+ and towards end of the day the MMs were happy to take 500k for more than that so feels like it's done, volume dried up and the last even clip was 3pm but I think that was a matched limit order (on ig as it immediately went to 100% have sold)...
Anyway certainly feels like we have bottomed out so with 8% short on IG who will now want to close and bound to be an imminent Rns on start of trials I would hope to see green shoots of recovery soon.
Mint Didn't hold for 3 days. So no. Its not Mint.
I dont disagree with much of what you said Bill, but we are at that point where that old way does not work any more. Small placings of a few mil at a discount were enough last year, the previous 5 years, but now? Nope. The company has changed, it was always a risk that they would never go clinical, never have anything for trials, never find a partner, the discount before this was huge, but those hurdles have been crossed. The fact is Hemo are now Clinical, they have something that can be taken to trials, they have a CBR platform tested in animals that works. The doors that have been opened in the last week are incredible, its now on Vlad to take advantage of that and stop looking to the past and Peterhouse specials and instead access clinical funding streams including grants and licencing deals.
Phase 1 with HEMO-CAR-T is a Phase 1/2a, it will be dose escalating and testing for safety HOWEVER because of the toxic nature of the treatment it will be testing for efficiency also and the intent will be to CURE the patient.
This is not like a phase 1 anti-inflammatory drug where the first cohort of patients are healthy with placebo and control subjects. This will be one patient at a time, someone who is going to die otherwise, getting HEMO-CAR-T and either being cured or.... Not.
Can go back to the original interviews with Vlad where he discussed licencing of CAR-T, he made it clear true value comes once its proven in humans, that may be only 1 or 2 patients, it may be more. But proving it works before selling attracts 30* more value. So yea, a full run of Phase 1 might take a year but will Hemogenyx still own it at the end???.... I doubt it.
With 100s of posts a day, most LTHers, myself included cannot be bothered getting involved.
So what has changed in the past week?
Hemogenyx are now CLINICAL, that is a stamp of approval from the FDA and that certification will bleed into the other pipelines such as CBR and CDX and give them more credibility.
IND approval unlocks progress with trials and allows things to progress with Prevail, it does not "Force" Hemogenyx to suddenly be any worse off financially this week than they were last week and to be in some desperate urgent urge to raise funds. On the contrary IND approval removes the pressure, there is no way that Hemogenyx will have started discussions with Prevail over a year ago about running the trials without some form of agreement on how it would be funded and the idea that a 2m Peterhouse special would somehow make any difference is comical. Funding/placing is the go-to for shorters and trolls and absent any official word from Hemogenyx its a reasonable attack vector, but at the same time its pretty stupid and desperate that they have nothing else to attack.
People are so fixated and obsessed with the remote possibility that Vlad could even remotely possibly do a discount placing that they dont dare risk holding shares in a company that promises to be the next Microsoft in virus treatment. CAR-T is worth 500m MINIMUM, with any sort of results or milestones we are talking 1bn, this is a big ticket item, how much dilution would vlad have to do and at what discount to make this SP even remotely realistic as it stands today? Its impossible.
There are now going to be updates on trials, funding for trials (Likely Prevail at a premium) I HOPE interviews, website updates, details on CBR, what viruses were tested, what about CDX will it progress now IND is passed for CAR-T?
mCap is 33mil approx, Hemo are clinical with CAR-T and they have a nasal spray to cure all viruses, but oh yea there is a tiny remote chance they might do a placing at some point.... Lets sell... Give me a break!
This is an absolute steal down here, its mental how cheap it is after these recent 2 updates, its not sustainable, we just need some better class investors, instead of moaning, maybe go on FB or LI and share the updates with some professionals who know how to read at a 3rd grade level instead of the usual traders we keep getting!
I also was curious that the RNS did not specify WHICH virus... Was it Covid-19, measles, Ebola, Yellow fever, HIV, etc? The RNS covered the generic platform without any specific target. In theory there could be multiple updates on a per CBR/target basis with test results. I would say this RNS will have raised ALOT of eyebrows in the scientific community, lets hope that also attracts buyers which is what we are lacking right now
Should be a good day, the sell on news crew and short on news crew have had an absolute blast last few sessions so this really could catch alot with their pants down! Vlad HAS been busy!
Its MY job to have the wild speculation and conclusions, please stop showing me up with borderline insanity guesses!
Vlad - Tired. IND - Approved. Hemogenyx - Going into trials. - Full stop.
Guys..... The tweet said nothing more than "He won"
To read anything more than Hemogenyx has gone clinical is just crazy talk.
Chill out, he is at the big boys table now, it takes time to fill out the name card.
HOW exactly could it be announced?
Vlad said a year ago a partner was lined up, back then we did not know who it was, but he made it clear everything had been agreed but could not be signed until they are clinical. That was LITERALLY 2 days ago!!! Based off the FDA timetable, YES it was pretty much guaranteed but they never knew exactly which day it would happen.
Do people realise this is not like asking for an overdraft at the bank? This is a big and important contract between Hemogenyx and Prevail and while it may have been agreed, perhaps 100% agreed before hand it STILL has to be signed. That means senior staff at Prevail and Hemogenyx have to find a mutually suitable time and place which might not even have happened yet. Even small details like dates would have needed to be updated and checked and shared and approved before anything can be signed. TWO DAYS... thats all that have passed. 2...... Seriously?
Go and try and get an appointment with a mortgage advisor and tell me how long you have to wait, I dont believe it will take anywhere near as long, probably this week, but come on, expecting the company to sign off on a JV just 2 days after FDA approval?....
Lets be clear:
The Tweet was BAD. Him deleting his account was a good move.
Hemogenyx are now clinical, placing rumours are pointless, they could never raise enough money in a public placing to pay for CBR, CDX AND start CAR-T Trials, it just is not going to happen.
IF that was the intention Vlad would have been hyping the company for weeks leading up to this to pump up the share price.
HE HAS BEEN SILENT working behind the scenes, I have literally zero doubt that funding will have been agreed BEFORE the clinical hold was lifted. The SP movement is a very poor reaction to a pivotal movement and the Void Vlad left has been filled by long time haters, trolls and shorters, well done!
Vlad always wants to prove everyone wrong, and he will... eventually. He just underestimated how much negativity remained around here.
What I took from that tweet:
"The last few weeks were excruciatingly difficult for me." - Ind Submission was a month ago, "Waiting" is not high pressure.
So WHAT was he doing the last few weeks?
He has probably spent the last few weeks in intensive talks with prevail, investors, doctors, suppliers etc getting ready for what comes next. If you want to build a house you hire the right trades and you trust them to do the work. By all accounts Vlad has decided to be builder, painter, electrician and plumber and the cost of doing so means he has taken years to get this far and in doing so has burnt himself out. Vlad needs to learn to delegate, he is either a CEO and has a team that does the work which he oversees whilst doing the "CEO" related duties or he does everything himself in which case he should not be CEO.
Lets be clear I am one of the biggest supporters of Hemogenyx and Vlad but I do not think they are without flaws, this complex of Vlads having to do everything himself is not healthy, if at this point he does not have people on his team who can take off some of the load then he needs to hire someone new.
But the bottom line? His tweet says:
The last few weeks were excruciatingly difficult for me...... I Won (I assume he means his team won)
So the last few weeks WHATEVER he was doing was a success.... Had he said last few months then maybe I would assume he was just talking about the IND which was a month ago.... but nope, last few weeks.... I Won makes me think we will find out what tomorrow.