Member Info for JustHereForHemo

Just to clarify, this event has not happened even once, the 6p investment placing was a bit of a wakeup call but it was small fry at 600k. Companies like Hemogenyx exist to develop "something" and licence it. They only need one good licencing deal and that deal will be multiples of todays mCap, There is literally zero chance of Vlad licencing CAR-T for anything even remotely close to 25m. The investment at 6p valued HEMO-CAR-T at ~70mil PRE-clinical and doing the work they will have undervalued for their investment.

Once, only one significant RNS and licencing deal is needed here and there will be no oppertunity to buy in, it wont open with a dip allowing people to buy in millions. The MMs will gap up based on the RNS. Someone asked where had the LTHers gone? We are waiting for this event to happen. As clinical trials approach it becomes more and more likely, and as demonstrated by the surprise and shock of the investment RNS which caught everyone off guard? Dont expect rumors or leaks to allow anyone back in before it lands :o) And on that? I am off, have a good weekend all!

Davie I think your trapped in the mindset like many of viewing what is realistic to happen to the SHARE price rather than what the company is worth. Your right a 300% increase would see huge profit taking and traders shorting and all the rest unless the prevailing market was so strong to warrant a re-rate of that size. Most of the stocks you will be familiar with and will judge Hemo against are either:

Already large with mCaps of 100-500m+ These companies would suddenly have to be worth 300m - 1.5BILLION to do 300% which is HUGE

In an area such as oil, mining, manufacturing. These companies ALWAYS have huge overheads and with it massive dilution when transformation news lands OR its not actually that much of a surprise as so many are involved in the chain.

Have a very limited upside, if its manufacturing tests then the profit per item is small, the potential to scale orders is limited, costs rise and with mining or oil etc there is only so much ramp up in production that can be done.

Thats why Pharma in particular is special and Hemo even more so:

IT does NOT have a large mCap, it has a tiny one with FA factored in, at 25m to bag it would still be lower than it was when they tool the CLNs years ago, not much buying is required to do 300% here compared to a stock like AVCT.

In comparison to manufacturing or production companies, Hemo have produced products, what they would sell or licence is the right to use it. There is no upscaling of production or unknown development. At some point they licence and sell the candidates and thats it, with that comes no need to raise capital because the licencing IS the fund raise.

The Upside in comparison to mCap is multiples.

Easiest one to prove is CAR-T. Just google it yourself, here is one example:

"Janssen strikes $245M licensing deal with Cellular Biomedicine Group for CAR-T cancer therapies"

Its dollars so not exactly 1000% but better than 300%

Is a CAR-T treatment worth any less because the owning licensee is only valued at 25m? I dont think so, but perhaps.

So big question is WHEN does this value get realised? Well Vlad has stated in interviews he is willing to sell at any time for the right price HOWEVER he believes he will realise this value after clinical proof that it works. When pushed he has clarified that he does not know, this could be after only a few patients or it could be in later trials. Basically when the buyer is happy it works.

Given we have been told that trials are to start THIS year is it likely that all serious investors are going to wait that much longer before investing?

I personally dont think this SP is going to last for long, this churn right now is very healthy its letting out alot of traders and old holders, but taking on alot of new buyers at 2.5p who will see THAT as their base. People want to sell? Let them, I will enjoy being smug later :o)

Well said HH, yes, I can only speak for myself but IMO most of us LTH'ers who used to post detailed breakdowns of our understandings of the pipelines what was due, our expectations etc did so to fill huge voids and try and convey what was well hidden in RNS's and interviews but not obvious to casual browsers. Now? Have you seen the end of the movie Nannie McPhee? As for HereForHemo, I have the occasional contact but yes he was wife banned. HemoKnowledge is another who rarely posts, when he does I advise you to take note. For myself I will still read and post occasionally but dont expect much value from it, I rarely contact the directors or brokers and am satisfied with the recent progress in the RNS's and IMO there is no need for any of us to do more than to point people to them, if potential investors cannot decide what to do based on the last 2 RNS's? Then probably this is not the share for them anyway.

Have a blessed day :P

Less confident about a new website because that is still a WordPress landing page albeit with a deleted database, either way though I said before the old website was so old and embarrassing they would be better taking it offline if they are not going to update so this is a definite improvement!

Ah pumpkin, it was all of a few weeks, get your facts straight, and it was sold at 10p, bought at 9p and increased my holdings. It was a very successful trade which you would be bragging about. It probably was a good trade, once in the 5 years but I am not proud of it because it was a purely emotional decision. Emotions have no place in the stock market, I got lucky.

Yea... I have been an investor in Love Hemp, 360 Life Science, eve and others that went tats up. Easy to get carried away and lose everything. Love Hemp I drunk far too much coolaid! But lessons learnt, dont trust anyone, do your own research, never trust CLN's irrespective of how they are tarted up, beware of warrants to third parties, check for directors holdings, avoid binary plays especially close to result.

Thankfully its been such a poor few years I have managed to get almost all my shares into ISA's, SIPP's and LISA, so provided the gov dont decide to shaft us in April......

Not going to happen overnight, could take years, but if Vlad is not full of it and CBR really is the universal Virus killer? Not out of the question. Been here since 2018, if I get a chance to slice a few mill and leave the rest I will, then Vlad can then take a few more years to deliver my £1.80. Anything is possible, wishful thinking? Maybe, but many just do not believe CBR is real or credible, IF it is, if it really works, if it really is off the shelf cure for all viruses? Why not £1.80? How much do pharma companies charge for single viral treatments? How much was handed out in contracts for Covid treatments?

Cyrox, honestly I thought in the past you were trying to chat it down, but I love the honesty in that post, fair play and wish you luck with your decisions

DW it makes me a multi-millionaire ;-D many many times over :P I just like £1.80, it was a target for me years ago and it still seems plausable IF the stars align and CBR does really really well

Oh god no, I can just about spell LSE :P I am defiantly not a trader, I am just a hoarder of Hemogenyx shares who knows how to google the price on other markets.

Sorry, your right it did get adjusted to 90p.... but you know what? Screw it, I am going to be greedy, £1.80, makes me a millionaire and I can retire early. mCap of 2bn.... Come on Vlad I know you can do it!!!!! Sell CBR for 3bn and we are flying lol! (Literally! In private airplanes :-)

You can buy pink sheet:

https://www.otcmarkets.com/stock/HOPHF/quote

I have no way of obtaining a quote here, HOWEVER by the looks of it if you could you would get a discount to the LSE quoted price

Unless I have like 10 shares and secretly sold out weeks ago and am sitting here miserable licking my wounds with sellers regret.....

If any MM is listening, I have said before and I stand by it...

ALL my shares are available to buy @ £1.80.

OOooooo! Pumpkin buying back in!!! How big is your order?

Simple rule is if you want to buy more do it before 9am. Seems like MMs going to do a shake each morning in the first hour, thats your opportunity to top up if you wish too. I am too busy with school runs to even look before 9am but its easy to look at charts.

I am sure part of it is MMs just playing but there is probably a fair few traders who chase the 7am RNS and stick their trading money in a stock before close in the hopes of hitting a stonker, Hemo is a fair bet now given the recent RNS's have implied CH is soon to be lifted and trials not far away. So some will hold overnight, trade during the day, MAYBE back to hold over the 2pm zone, back in before close. That used to be the pattern here a few years ago when there was alot more volume like now when it was possible to dip in and out without too large a spread. Neither good nor bad, just how it is.

Love the experts now on LSE and Twitter telling us what the SP should or will be armed with folders of wishful thinking and boxes of empty words.

Always the experts speak having just sold but never quite wanting to move along lest they find they made a mistake, ah well, as they say "If you dont want to feel sellers regret... dont sell" Or dont look back.

The deal with Prevail was not drawn up on a cigarette packet on Saturday night, it was ready to go per the presentation at the start of the year before the CH. They would have agreed a FAIR valuation for Hemogenyx back then and the cost associated with running the trials, what the SP was or is now does not affect the VALUATION. As I have said many times the mCap is wrong, its stupid and has no correlation to the science. The price was 6p because the agreed valuation was at 6p, if we were sitting before this deal with an SP of 10p it still would have been 6p only we would be moaning about the discount.

This should not surprise anyone, in EVERY SINGLE BROKERS NOTE done Hemogenyx has been compared to peer companies with similar pipelines or technologies and every time Hemo ranks right at the bottom as significantly undervalued.

The SP could be 1p or 10p or £1, that does not make HEMO-CAR-T worth any more or any less. Bottom line is Prevail WITH their partnership saw 6p as a fair value for their investment, if people on here or twitter dont agree? fair enough go buy something else, but dont pretend your smarter than a company whos very business model is investing in early clinical pharma and running trials.

We are only starting to move and actual buyers are hoovering up shares at 2.5p when they could have been buying at 1.4p, meanwhile traders are patting themselves on their backs while selling for a quick profit. Well done, I have no problem with this but can people who have sold stop trying to "educate the rest" who actually spent more than 5 minutes looking at what a FAIR valuation is here and think your idiots? I am going to be a right annoying smug git when this does what its going to do, and lots of traders are going to get caught out.

Thinking 6p is not realistic? Catch a grip, this should have been 50-100mCap LONG before IND application, the fact that IND is all but approved and Clinical trials are due to start IN 2023? Its pretty obvious this is going to be 10p+ pretty sharpish, and the traders know that perfectly well, they just want to trade and having sold want back in cheaper.

Vlad, well done, its coming together and your starting to deliver, just wish we didnt have to listen to the traders whilst it happens!

32m churn and SP moving up with vast majority of the large trades being buys, it was up and down +-5% all day as MMs handled the trading, plenty of traders on twitter and others posting how they took their profits and off to another share. Volume is king and as long as it keeps up you will see alot less trolling on here because suddenly their 1-2m shares is insignificant. No point arguing, end of the day this is great volume and as good as the news was IT DOES NOT MATTER to a selection of traders who are going to trade and take their 5-20%.

The more shares that get into the hands of people who will hold the better and the more churn at a higher SP like today the better.

I would prefer blue, but -4% on a day when its been up and down like pumpkin on a friday night? Nothing to get worked up about!

Well Hemogenyx own the IP lock stock and patent so while he may spin it off as a seperate company it would be wholly owned by Hemogenyx. I have a few theories but welcome others:

1, Hemogenyx has had alot of trolling/bad press/ Clinical Hold etc and he wanted to present CBR on its own merits, without the baggage associated with Hemogenyx, planning only to reveal details of the parent company to serious investors.

2, He wanted to attract investment and wanted to do so via subscriptions like we saw yesterday, but again at a greatly inflated price to prevailing market price. Much easier to win investment at 6p per share if the investors are not aware they could jump on their phone and buy shares directly in Hemogenyx at half price.

Both pure and utter guesses, if anyone knows for sure it would be interesting to find out!

Yes Pumpkin it was very good results, yesterdays rise shows they are not good at keeping secrets! But its phase 2 test results so the circle is much bigger, if your holding them well done. I would point out that their mCap is 5 times Hemogenyx. HOWEVER looking at the company they also look extremely undervalued, full support to everyone who wants to hold a balanced PF that includes scan as well as non pharma stocks, likewise AVCT, NOTHING bad to say about them, I merely wish to draw comparisons and attention to disparity between valuations now as Hemo is about to become clinical.