Member Info for JustHereForHemo

121, not a bad thing for shareholders who would welcome it, ME personally? I would view a 6p take over as a kick in the nuts and would vote against. Looking at their website I dont believe they would do that, but I wont say your wrong and its impossible and I know many would vote in favour, I just believe its unlikely.

Now I have to work, good luck all today, big storm on the way, keep inside, keep safe!

And Stu I did answer the question directly, what do they get? They OWN 1% of Hemogenyx + they get all that money they invested back as fees for running the trials. Should the trials go well then their 1% will be worth ALOT.

HOWEVER the wording of the RNS is clear that this is only an initial payment so yes, there is every chance that they will make further future cash injections/investments and there is every chance that future investments will be pinned again at this 6p even if at that point the company is worth double that. Like I said, Hemo and Prevail agreed this deal months ago. Had the summer went much better the SP would still have been 6p, even if we were sitting today at 10p and we would have had people complaining that they got such a big discount. The market SP is irrelevant, it was irrelevant then, its irrelevant now, they got 1% they think they can make a difference and they walk away cash neutral having got the full amount back in fees. Their actual overheads for managing the trials? Probably minimal given their platform is largely automated with AI, some cloud fees, some staff overheads but 600k for them will be mostly profit.

Will their be some tears down the line if they get another 11m shares at 6p when the SP at that point is 10p+? Probably, but its business and its FAIR.

Cyrox, not an attack, but you do seem hung up on this and I want to take your point a little bit further, you say Prevail did not decide to pay 6p because they thought that is what Hemogenyx is worth.

You are absolutely correct, they did not decide to just pay over the top just because they thought it was the right thing to do. Prevail and Hemogenyx agreed a deal and in that deal agreed an equity stake and share price based on a MUTUALLY AGREED fair market value for Hemogenyx. HOWEVER 6p would have been the agreed DISCOUNTED price. Hemogenyx + Prevail in clinical trials WILL be valued by any metric much higher than 70mil, the Value add from Prevail, the commencement of clinical trials, having a clinical pharma in Oncology trials with CAR-T is significantly higher than 70m, its multiples of that, Prevail got a large discount at 6p.

I am happy to have this debate but its not a debate.

Bring receipts.

POST this deal Prevail are saying THEY are satisfied clinical trials are happening which will make Hemogenyx:

A clinical pharma with a CAR-T treatment in Phase 1/2a clinical trials + an additional 2 pipeline candidates.

If anyone wishes to argue that 70m is NOT a very cheap valuation for:

A clinical pharma with a CAR-T treatment in Phase 1/2a clinical trials

Then prove it, bring receipts, find me a comparable company even remotely close to Hemogenyx current mCap, google is your friend. Ill start, Autolus 406mil

*Note ONE disclaimer, There ARE companies valued down here with CAR-T in early trials, HOWEVER the ones I found had FAILED trials having crashed their SP from significantly higher.

Oh for god sake, can people move on!

On both sides you have BS narratives.

The morning of the deal Prevail and Hemo did not wake up and look at the SP right at that moment and say "Lets add on a premium of 240% as a bit of a backhander for this deal!"

Prevail did NOT just invest in Hemogenyx as an observer II, if they had wished to do so they could have bought on the open market at whatever the prevailing(see what I did here?) price was.

This was a package deal, BOTH parties benefit and we shareholders also.

Prevail got:

A 1% Stake in Hemogenyx - Equating to ~11m shares

A Contract to run the Clinical trials for HEMO-CAR-T

Hemogenyx got:

An experienced partner with lots of experience in clinical trials who also now have a vested interest in the success of Hemogenyx.

As for the 6p? THE CURRENT SP IS IRRELEVANT. Hemogenyx + Prevail agreed a fair market value, applied a discount and arrived around £70m. This turned out to be 6p per share and that is the price the transaction completed at. Had the current market SP been 12p that would have been a 50% discount, had it been 1p it would have been a 600% premium. The price agreed was PROBABLY agreed back in January/February when the deal was drawn up pending IND approval and would have been tied to size of financial injection + agreed fair value and NOT a tracker to the share price.

If people chose to believe they just made up 6p as a way to "Gift" money to Hemogenyx not believing the company was worth that? Then by all means report the company to the FCA as that is illegal.

@micky IF I am wrong and your just venting then I apologise AND I will accept there is every chance of that being the case, but my original point stands, I disagree about market reaction, its considerably up and most of the chat outside of LSE is actually very positive. Have a good evening, catch you all bright and early!

Pumpkin, its just how it is, nobody is here because they enjoy hanging out on LSE, people either want the SP to go up or down and post to suit their trading position. I am not attacking micky or anyone else, I think we would get on great in the pub, but I do feel when people have a go at others for being positive they should be willing to take as good as they give when called out for being deliberately negative especially when its without any substance and an obvious deramp.

Ah yes micky but you state it like fact, in an extremely de-rampy way, as if its going to happen, not like its just your opinion. I wrote back my opinion, that in my opinion, your wrong, only I did not state it as fact and I actually back up my position.

Translation : Micky has sold :P

Market clearly IS impressed, given it was 1.4p 2 weeks ago and today its 2.3p. Nothing moves in a straight line so going up 40% then down 10% then flat etc... Is all fine. Bit of churn, ALOT of churn actually in the past few weeks at considerably higher level gives me confidence that IN MY OPINION No it wont go back to 1.8-1.9 as you state as FACT.

Micky, no offence but your post comes across as extremely obvious but seriously OTT, "SUB 2" is about as blatant deramping as you can go with zero substance to back it up.

Maybe there is no more news for a while maybe it does drift back to 2p, its possible I wont state as fact as you have done that its impossible, but seriously you give others grief for ramping etc but its absolutely fine for you to post outlandish claims and deramp without any pushback? Thats allowed but being positive is not? Thats the rule? Just want to get it straight :P

From where I am sitting, we have experts in Clinical Trials getting shares in Hemogenyx on friday, they paid 6p valuing Hemogenyx at 70mil, and they did so when the FDA approved the plan to lift Clinical Hold which states in the RNS they plan to launch trials in 2023. Then this week we have the half year results about to come out with updates on CBR and CDX and this time where as usually we would see people trolling about "Need to raise cash to pay for trials blah blah blah..." Literally THIS week Hemogenyx have received the cash necessary to start the trials completely taking the legs out of that deramp.

Very odd indeed, they moved SP up so its flat again, I wonder is it so they can print a larger order from this morning at 2.29 so that it appears as a sell....

But why oh why when I see such a HUUUGEEEEEE spread do I always think of pumpkin????

IG.com reporting a reduction in short positions (probably spread/CFDs) inter client lending (Wont appear on otex list). Is it a coincidence that the board is now quiet?

Opened at 2.3-2.5 and closed today when the spread dropped to 2.2-2.25... Profit would have been therefore... 0.05p per share, I am going to guess whoever it was made maybe 500 quid? Sound about right whoever you are? What an amazing return... VERY lucky that no news dropped on CBR, CDX or the Clinical Hold... Still showing some short positions on there so whoever is left has more balls than the first to fold, Good luck! Better hope there are no pleasant surprises in the results!!!!

Board has turned into a bit of a farce once again, waste of time engaging, but thought would say hi!

Disappointing performance past few days but being blown massively out of proportion INTENTIONALLY by those wishing to pull a trade. I repeat a previous comment, NOBODY posts for no reason, and its almost always financially motivated. Even if its pure and utter horse radish it still serves to pollute and obscure any actual content that may or may not have been posted, good enough to put off any casual visitors who may have considered a buy but instead just see trash and move on. Even when people counter it just adds to the noise and has zero positive effect, nobody who posts on here is going to affect any of us who are regulars to the board, none of us will convince stu or blue-bottle/121 to stop trading or pumpkin to see a doctor. Which is why if people ARE countering the trolls please do so with consideration that the troll just wants there to be nothing of value on the first page, if that means your reply attacking them then that is just as good!

Replies and responses should be clear, based in facts, able to back up with an RNS/interview etc and add value to a casual browser and not just feeding the troll whitespace. Anyway, this is the ideal world, not going to happen so have at it!

What I would say is despite several pages of.... yea... and 2 red days there is NOTHING of substance which is negative here or has been posted, literally the most negative thing is talking about ONLY a gap below whilst completely ignoring multiple gaps to the upside. Contrast that with what is ACTUALLY happening, which is there in black and white in RNS which come from regulated sources:

A Strategic partner and Hemogenyx agreed a retail price of 6p per share for a strategic investment paired with a master agreement to manage Clinical Trials for CAR-T

The FDA have approved the plan from Hemogenyx to lift the Clinical Hold and allow trials to start, the partner signed the deal AFTER this response was received.

Dr Sandler has been extremely vocal about CBR and its application against not only Covid19, ebola, HIV, cancer etc but also Disease X. He has presented, published a Patent Application where this is an actual claim made and put this in regulated RNS publications. If this works and is proven no price can be attached, but it will take time.

The company have been in talks with a 3rd party re licencing of CDX for a very long time, at some point it either happens or does not go ahead, nothing is priced in, maybe it wont happen, but if it does? For a company with mCap of 23mil?....

Traders WANT to trade, they dont care about fundamentals or longer term, they DO NOT CARE. Most will miss the transformational RNS, maybe a licencing deal, maybe CH lifted, IDK when or which all I know is I TRUST the RNS's and I have every intention of holding for when it lands, if people want to gamble? Dont cry if you lose :-D Have a blessed day :P

Saint, please note that both HH and myself have very positive views of Avacta :-) Hence, whilst I may have joked earlier I would never troll their forum. They only get brought up in passing here because a certain individual likes to try and cross ramp HERE to attract investors there, and in doing so makes outlandish claims which are never going to go unchallenged. I wish you every luck with your investment there and here and hope that both companies do very very well :-)

Until perhaps a few years down the line when Hemo may want to cut into the market Avacta is targeting with CDX ;-) Util then we can be friends lol!

Dilution here was shocking Pumpkin, disguising, un-necessary and an absolute shame! Nobody going to disagree, caused by CLNs which is what they have over at AVCT which is why its so hilarious that someone came HERE to try and cross ramp Hemo SH into a company that has active CLNs after our history!!!

Number of shares however is just a number, you multiply it by SP and that gives you the only number that really matters. the MCap, 25m vs 350m

HEMO would have to do 1000% to even come to AVCT mCap, which is why when people try and say "They are not comparable, AVCT are so much further ahead!" Fair enough but they are also more than THREE HUNDRED MILLION POUNDS more expensive as a company. Which Pumpkin brings us back to our age old question that you NEVER answer, for years, you have never once said.

WHAT IS HEMOGENYX WORTH?

Simple question.

Pre-Clinical with agreement with the FDA RE lifting CH and starting trials for CAR-T

CBR for all known Viruses

CDX in talks RE licencing

Recent fundraise at 240% premium with tactical investment.

Current mCap of £25m.

So go on Pumpkin, for ONCE in your life, just once, instead of obsessing with me selling shares 3 years ago, or a placing 4 years ago for Covid or the 1bn shares in issue, all of which are completely irrelevant to the future of Hemogenyx. Answer the question, WHAT IS HEMOGENYX worth? At what point should shareholders say "This is the companies value I should sell?"

Just one final point on the AVCT saga before I move on as its a DIFFERENT BUCKING COMPANY and irrelevant...

They are currently.... 1.5% up with £80k more buys than sells..

Hemogenyx are 5% down with £3k more sells than buys....

Do the traders going on about 10x or 100x upside in AVCT actually grasp the sheer amount of capital that would have to be injected by trade investors buying on the open market to push AVCT up 1000% let alone 10000%?

Hemo needs another spark, another piece of good news to attract a fraction of this and it will easily surpass AVCT in terms of percentage gains, its not rocket science... Penny shares do incredible returns because they are so cheap and so easy to move.

OMG, too perfect HH! Did not know they have CLNs!

Good luck with that, 10-100x upside my big fat hairy backside!!!

Might be worth letting the folks over there know Hemo have ZERO CLNs :-D

Sorry, made mistake of stopping by, AHH yes your the cross ramping AVCT'er!

Sorry what planet are you on?

"Avacta is a much better prospect. It still offers the 10 - 100x upside potential"

What coolaid are you drinking and can you send me some? Current Market Capitalisation is = £364.52m

10x upside potential = £3.6 BILLION.

100x upside = £36 BILLION

Which is around the valuation of Biogen Inc making 2-3bn "PROFIT" /Quarter .... And Avacta are still in clinical trials with their 364m mCap... making what sorry?

Dont get me wrong Avacta look nice.... but get real, 200% makes them a £bn valuation and they are still in clinical trials.

200% for Hemogenyx on starting trails leaves them ALSO a clinical pharma with nothing yet commercial but an mCap of 75m....

Whats easier to do 100% from 25m or 100% from 364m?

I have NOTHING AGAINST AVACTA however their rampers/traders/pumpers are on overdrive which IS FINE, but trying to cross ramp to persuade Hemo investors that THAT is a better investment? Give me a laugh. The traders who are pumping away on overdrive right now will sell and move on long before the next trial results.

Work calls

RE Vlad notifying the market, knowing how rapidly he has notified other "regulatory" announcements I would be confident IF/When he exercised options he would notify same day. However, I genuinely do not believe he will, I believe the options are a way to regain some ownership rather than bank immediate profit. Perhaps if they were due to expire but as CEO I would expect him to start raising his salary rather than exercising warrants, who knows. As for does he HAVE to notify the market? yes, shares have to be issued and added to the main list when warrants are issued, there can be a block listing to cover a few months if there were lots of warrants expected to be exercised but that is not the case here, there is zero way to do it and not make it public.

Oh, as for the random subject:

"Gamblers"

Traders are trading, surprised they waited this long to have an attack, its been a week since the strategic investment. The signing of a Master Service and Technology Agreement with Prevail InfoWorks, Inc. It was not signed so that they could sit back and scratch their ball sacks.. I wont wish you luck because I hope all traders get locked out, but I am sure those who are selling and attempting to trade are praying for no news for a few days... Tick Tock! Catch you tomorrow!

Funny to see load of block sells followed by bunch of more considered deramping posts, credit where credit is due! Except nonsense about Vlads options. The man wants as much of the company as he can get his hands on and T1 are 2.5p, IF he were to exercise them he would be handing over cash to exercise them walking away out of pocket, that is just stupid.