Member Info for JustHereForHemo

I have always said as clinical, IE when 27 days have lapsed and hemogenyx IS clinical and IS at Phase 1/2a Clinical trial point with an Oncology CAR-T treatment. Love to keep it real so PLEASE I have put the challenge out there, find me companies that are Clinical, have a CAR-T treatment for Cancer and are even remotely close to 20mil.

As for saying many are well established and much further down the line, thats not exactly true, look at:

https://www.autolus.com/ just one example, $1.2bn their pipeline might look impressive, but its pretty much the same treatment, multiple targets likce CDX would be.

And finally, sorry for repeating myself, but CAR-T is NOT cheap, remember when looking at these numbers that Hemogenyx, as a WHOLE, for the ENTIRE company including HEMO-CAR-T, CDX, CBR and Hu-PHEC is just over 20mil:

In March 2021, Bristol Myers Squibb and Bluebird Bio announced a revised agreement for their CAR-T cell therapy, Abecma. Under the revised deal, Bristol Myers Squibb paid Bluebird Bio $200 million upfront and agreed to pay up to $475 million in additional payments based on the achievement of certain development, regulatory, and commercial milestones.

In October 2020, Gilead Sciences and Arcus Biosciences announced a global partnership to develop and commercialize next-generation CAR-T cell therapies for the treatment of cancer. As part of the agreement, Gilead Sciences made an initial payment of $175 million to Arcus Biosciences and agreed to make additional payments based on the achievement of certain development, regulatory, and commercial milestones.

In July 2020, Kite Pharma, a Gilead Sciences company, and Gadeta BV announced a collaboration to develop novel gamma delta T cell receptor (TCR) therapies for the treatment of various types of cancer. As part of the agreement, Kite Pharma made an initial payment of $50 million to Gadeta BV and agreed to make additional payments based on the achievement of certain development, regulatory, and commercial milestones.

In June 2018, Juno Therapeutics, which was later acquired by Celgene, and WuXi AppTec announced a collaboration to develop CAR-T cell therapies for the treatment of cancer. As part of the agreement, Juno Therapeutics received $90 million upfront and was eligible to receive up to $145 million in additional payments based on the achievement of certain development, regulatory, and commercial milestones.

I have said it before, the current mCap is NOT SUSTAINABLE, it is multiples lower than any comparable company in this field that I can find.

What makes people think that Hemogenyx is special? Why would the market treat it differently to every other Oncology Pharma with CAR-T treatment out there? Why would other similar companies trade multiples higher and Hemogenyx continue to languish at 20mil with no interest?

This is about visibility, this SP will not last, this mCap is not sustainable. This Share WILL re-rate and the clock is ticking, IMO days not weeks, the market prices everything in? Fair enough then expect to see the SP pricing in Hemogenyx being Clinical like below within the next 27 calendar days.

Adaptimmune Therapeutics plc (ADAP) - Phase 2 clinical trials for several cancers, including melanoma and lung cancer. Market valuation: approximately $647 million.

Allogene Therapeutics, Inc. (ALLO) - Phase 1/2 clinical trials for several types of cancer, including acute lymphoblastic leukemia (ALL) and non-Hodgkin lymphoma (NHL). The company is developing allogeneic CAR-T therapies. Market valuation: approximately $6.8 billion.

Autolus Therapeutics plc (AUTL) - Phase 1/2 clinical trials for several types of cancer, including lymphoma and leukemia. The company is developing both autologous and allogeneic CAR-T therapies. Market valuation: approximately $1.2 billion.

Fate Therapeutics, Inc. (FATE) - Phase 1/2 clinical trials for several types of cancer, including lymphoma and leukemia. The company is developing off-the-shelf CAR-T therapies. Market valuation: approximately $6.3 billion.

Gilead Sciences, Inc. (GILD) - Phase 1/2 clinical trials for several types of cancer, including lymphoma and leukemia. The company's CAR-T therapy, Yescarta, has been approved by the FDA for the treatment of certain types of lymphoma. Market valuation: approximately $92 billion.

Juno Therapeutics, Inc. (JUNO) - Phase 1/2 clinical trials for several types of cancer, including lymphoma and leukemia. The company's CAR-T therapy, JCAR017, is being developed for the treatment of NHL. Market valuation: approximately $9.8 billion.

Precision BioSciences, Inc. (DTIL) - Phase 1/2 clinical trials for several types of cancer, including lymphoma and leukemia. The company is developing both allogeneic and autologous CAR-T therapies. Market valuation: approximately $1.6 billion.

Still waiting on someone to reply so I did it myself, here is a list of the companies I found that are similar, starting with the cheapest:

Kiadis Pharma NV (KDS) - Phase 1/2 clinical trials for various cancers, including leukemia and lymphoma. The company is developing both allogeneic and autologous CAR-T therapies. Market valuation: approximately $78 million (as of May 11, 2023).

Marker Therapeutics, Inc. (MRKR) - Phase 1/2 clinical trials for several types of cancer, including lymphoma and leukemia. The company is developing a multi-antigen targeted CAR-T therapy. Market valuation: approximately $74 million (as of May 11, 2023).

TC BioPharm Ltd. (TCB) - Phase 1 clinical trials for various cancers, including lymphoma and leukemia. The company is developing allogeneic CAR-T therapies. Market valuation: not available as it is a private company, but it is listed on the London Stock Exchange's AIM market.

Dhub, 100% of course they know lol, if they put as much time and effort into a full time job they would not need to invest as they would be minted!! Assuming of course they are not getting paid which I doubt but I guess is possible. Stu more so than 121 is not an idiot, 121 makes ALOT of mistakes and posts alot of links trying to look relevant but the links are almost always irrelevant and any deramp posts are very easy to debunk. Stu obviously more intelligent and manipulative, tries to just light a spark of doubt and let it simmer rather than full out assault. Also does more relevant research and IMO has had contacts with the company. Its impossible to believe that he would do that research and not know and accept what Hemogenyx is worth clinically and its right there in black and white the likely hood of success of the IND is around 95%.

So yes, when people question why the likes of Stu and 121 are posting so much when the news looks positive and the potential looks huge, its NOT to help you or save your soul from eternal damnation, its to put off buying and induce selling.

The big question is.... Should we care? Those who listen to Stu and 121 and trade off the back of their posts are like trump supporters who are still convinced he is actually president running the government secretly about to take down a worldwide cartel. IMO 121 is just sadly trying to dampen at every opportunity any sparks here because he is trapped elsewhere, at some point it will rise too far and he will throw the towel in.

When this whole garbage fest of sewer level SP is finally over and these 2 pack it in I hope they do decide to hang around and chat and explain exactly why they trolled like they did, was it genuinely just for personal trading hoping to make a few quid? Were either of them actually getting paid? Was it some personal grievance against Vlad? Why did they pick Hemo to get their claws into?

All that said, look to the past to predict the future, Hemogenyx has rarely had significant rises on RNS day, most of the big rises have always been on days with no RNS, usually catching people by surprise, often a few days after RNS. The clock is ticking to Clinical status, at most 27 days potentially less and in that time are fewer trading days and anticipated updates on this partner to run the trials.

Tick Tock....

Posting generic waffle that appears in every final result or trying to argue black is white is a sign that tweedle dee and tweedle dumb are getting twitchy!

IND is filed, ~95% chance of passing with no issues in MAX 27 days, of which there are how many trading days?....

Will a brokers note land before then?

Will an update on CBR land before then?

Will the FDA Fast track?

Will there be an update on CDX?

Will we get an RNS confirming the partner who is going to run the CAR-T trials?

Boy your bound to be getting nervous... Especially after what happened last time there was a good RNS like this back in Jan.... RNS day? Bit of a rise, day 2 and 3? Little bit red with the buy SP not dropping... Alot like today..... Then it exploded...

Call us rampers if you want, copy and paste generic text from final results till the cows come home, IND is filed and the clock is ticking, live with it because nothing either of you or me or anyone else says or does is going to slow down that clock.

Stu, none of us argue that its a "done deal" or there is no risk in the trials. Pharma has a very high failure rate and out of thousands of candidates that enter the discovery phase only 1 will make it to commercialisation.

The problem is that at every single stage you try and portray that stage as doomed to fail, you argue there will be issue and questions and delays from the FDA or high risk of failure of the IND when the facts based on metrics and documentation on the FDA website show this to be extremely unlikely.

We are currently in the IND phase, not pre-IND, not discovery, not Phase 1. We are sitting in the IND has been filed stage.

That stage is max 30 days of which we are on day 3. 96% of applicants pass this stage with no issues.

After the IND Hemogenyx ARE clinical, irrespective of what happens in Phase 1, they ARE A CLINICAL pharma in Phase 1 trials, even before the first needle touches flesh.

As such Hemogenyx will be a "Clinical Pharmaceutical company with a CAR-T treatment targeting an oncology indication"

At that point they will be the cheapest by a "country mile" in this field with a CAR-T treatment that has peer treatments having been sold for 500mil+

Can I guarantee that HEMO-CAR-T will make it to Phase3 and beyond? Nope! Absolutly not.

But am I confident that it will REACH Phase 1? Yes.

WHY then would hemogenx on entering this field of "Clinical Pharmaceutical company with a CAR-T treatment targeting an oncology indication"'s remain at ~20mil mCap when every other company at the same level is around 150mil+?

What is so special about Hemogenyx that says it should stay 7-8 times BELOW their peers?

Why should investors buy all the other clinical CAR-T companies and NOT Hemogenyx?

So Please, yes very good news the submission is in but please dont pretend the risk of getting to Phase 1 trials is worse than it is.

1, CDX has NOT been replaced with CAR-T, go and read the patent for CDX and you will see how much broader scope it has. In terms of cost CDX also wins hands down, CAR-T it appears is just cheaper and faster to get into trials.

2, You basically copy and pasted a generic block of text from an annual report, here is another one for you:

"The Directors concluded that the Group will have sufficient resources to continue as a going concern for the future, that is for a period of not less than 12 months from the date of approval of the condensed consolidated financial statements.

However, there exists a material uncertainty that may cast significant doubt over the ability of the Group to continue as a going concern. The Group may be unable to realise its assets and discharge its liabilities in the normal course of business if it is unable to raise funds for further exploration on and development of its exploration assets. The condensed consolidated statements have been prepared on a going concern basis and do not include any adjustments that would be necessary if this basis were inappropriate."

Guess what company that is from? Apparantly the stock your stuck in #GWMO

Mjng, ofcourse Stu knows whats coming lol, he was silent all weekend and yesterday because he was in, let the volume die down and then he sold, now he is posting today hoping to get back in cheaper. I have no doubt he has an alt account he uses to post positive messages when he is in and keeps stu for the trolling :P

121 - YES your right Vlad CAN dilute with his Options shares!! He can BUY the options at 2.5p + and inject cash into the company... *(Me looks at current SP and then shakes head at 121)

And 121, yet again in response to -> "fart hemogenyx has no collaboration," A straight Copy and Paste from an RNS:

"The Company has entered into a preliminary agreement with a service provider that it is anticipated will project manage and supervise the running of Phase I clinical trials for its HEMO-CAR-T cell therapy, subject to negotiation of a Master Services Agreement."

Stu, all well and good trying to insinuate there is something amiss in an RNS that most people wont bother to read and verify, why dont you go and copy and paste! I will start, THIS is from the FDA, thats the US Food and Drink Administration with whom Hemogenyx have filed their IND:

An IND application may go into effect:

30 days after FDA receives the application, unless FDA notifies the sponsor that the investigations described in the application are subject to a Clinical Hold; or

on earlier notification by FDA that the clinical investigations in the IND may begin.

And again per their statistics 96% are filed without any delays.

IND has been filed with the FDA. Hemogenyx HAVE a partner to run the trials. MOST IND applications are successful.

Hemogenyx ARE funded and CANNOT do any more placings without approval from shareholders at next AGM.

Change into some big boy pants, grow up and move on, you tried to trade, SP has not fallen back like you hoped deal with it. If I am right wait and see what happens in the next 2-3 days (going by Jans behaviour)

Class :-)

Thanks for that 121, still trapped in your other holdings?

This is direct from the FDA website:

An IND application may go into effect:

30 days after FDA receives the application, unless FDA notifies the sponsor that the investigations described in the application are subject to a Clinical Hold; or

on earlier notification by FDA that the clinical investigations in the IND may begin.

The number of clinical holds applied is extremely low. I am completely comfortable that in 28 days OR LESS the IND application will have gone into effect and HEMOGENXY WILL BE CLINICAL.

96% of Applications do not experience any delays, so your caution that Hemogenyx will be one of the 4% is groundless.

Feels more like you decided to sell on news to try and trade as usual, running on dry and the buy price has not dropped enough for you to get back in, too bad so sad. This is like a dam which is cracking, you can stick your fingers, toes and knob in the holes all you want but your wasting your time. Everyone on this board, yourself included knows whats coming.

The process is right here on the FDA website:

https://www.fda.gov/drugs/investigational-new-drug-ind-application/ind-application-procedures-overview

you can try and spin and scare as much as you want, its comical :-)

Anyone on here "Stu"pid enough to sell on your advice deserves to sell, but IMO its very unlikely, just as I dont believe anyone will buy based on my posts. I believe people will buy because they saw the IND, they know it will most likely pass and they know that in 28 days or less Hemogenyx will be clinical with a CAR-T treatment for Oncology which IMO will work.

But good luck, will watch with interest, IMO at this point your completely harmless and irrelevant same as the rest of us, its the external investors who have ignored Hemo for years but will start to look that matters!

echo what the others said, there is little to actually say and zero need to ramp, already people will be looking at taking positions as we approach the end of the 30 days. there is little point in wasting breath yet again explaining that a red trade does not always mean a sell and frankly the people we lth'ers want to invest and buy dont waste their time on lse so why should we?

vast majority of trades have been buys and as hedge so eloquently put it, this is foreplay.

i repeat myself, go back and look at 9th jan when there was yet again an excellent rns, day of rns? blue day but not spectacular, following 2 days, marginally red but the buy sp never really dropped, just harvesting shares, after that there were 19%, 14% and 8% rise days. mm's cant pull shares out of their ****s, they have to come from somewhere.

do love how literally pointing out that an ind is literally with the fda right now which has triggered a 30 day count down to clinical trials is considered "ramping". its just pure facts, right there in black and white. hemogenyx have filed an ind, looking at past data 95%+ of these go to phase 1 without any problems and of those remaining few percent half progress to phase 1 with consultation with the fda. phase 1 trials again have a high success rate, cant remember exact percentage but someone yesterday posted 70%

on top of which we have confirmed, again in rns, that there is a partner, again details of which will need to be rns'ed which should include the name and the pr that brings with it.

then you have the fact that we are likely going to have hemogenyx in the next few months curing patients of a deadly cancer who likely would have died without hemo.

on top of all that hemo have been lazer focused on ind resulting in no updates on cbr or cdx but per the rns progress has been made on both, so yet again reason for optimism about updates in the near future on those fronts.

if this is considered "ramping" then whoopie do, its unlikely to influence anyone on here as any lth'ers probably already are fully loaded and traders have probably already sold and moved on after rns. day 3 of max 30 day wait, tick tock, excuse my excitement, this has been a long time coming.

The 2.099 and above trades are all buys so I would not be getting your hopes up L200, just MMs trying to get some sales, looking like 10th of Jan today..... 9th of Jan RNS, it was 8% up, 9th and 10th both ~ 1% down but SP for buys did not fall, then 11th Jan... you can look for yourself.

Dont feel bad pumpkin, I have held since 2018 so I am as much as a bag holder as you, difference is now we have reached that point where we move clinical I have the sum total of ZERO intention of handing my shares over to the big market boys for a paltry 4p. But I wish you luck with your next investment.

And yes, this mCap IS unsustainable, this SP IS a joke and it will not last, atleast now we have a countdown clock :-)

Chris, I am not so sure about withholding their name, from what I can see the percentage of INDs that progress to trials is incredibly high and the partner would have been a key contributor to the testing plan and as such they would have to be confident of success. But who knows, its just a guess, IMO they will name the partner and it will happen within the next week or so now the IND has been filed.

Vlad at least is now free from IND, I suspect that will allow him to update on CBR, brokers notes, interviews and CDX. SP is disappointing today, but like I said earlier, it was the same when we had the CBR update, poor RNS day, 2 flat days then explosion. I have my popcorn ready this week!

Well its NT to buy any more than 50k and wall of blue, so looks like a tick up before we close.

Remember.... The CBR update, small tick up on the RNS day, 2 flat days... then.....

This will take time to sink in, there is not much PR yet, the people writing the pharma news sites get the RNS same time as us and it takes time for them to digest and communicate to their subscribers.

Hemogenyx have hit the switch to clinical.

They are significantly priced below every other clinical CAR-T Oncology company out there

They will soon announce the partner who will run the CAR-T trials

They will soon update on CBR.

Let the MMs do their thing as they invite the temporary bag holders like Pumpkin depart the train, she can have her 4p, time for the big boys to pick their seats and buck the traders off.

Please go back and find me one single RNS anywhere that says HEMO-CAR-T is targeting ALL? It is now and has always been primarly targeted at R/R AML.

I believe they have claimed that it ALSO should work against ALL same as CDX and they may expand to cover down the line but here is one of the very earliest CAR-T RNS's about AML:

https://www.lse.co.uk/rns/HEMO/hemos-car-t-cells-effective-against-aml-in-vitro-e7p41a59rzswv3w.html

Would be a very brave person who bets against IND approval given historically its in the 90%+ bracket, so far not seen any mention of Hemogenyx by the usual traders so for once it looks like this has caught everyone by surprise. The silence is deafening, as it was before....

Cast your minds back to 9th Jan: https://www.lse.co.uk/rns/HEMO/single-cbr-can-treat-multiple-viruses-btbliw44cz9mry8.html

That day had high volume, relatively quiet on LSE, not that much movement in terms of SP closing up slightly, then 2 days of flat before on NO RNS the delayed reaction resulting in 19%, 14% and 8% days consecutively.

So far we have NO PR in the US or any publications.

We have NO RNS yet for the partner

We have 29 days until Hemogenyx are likely to be cleared to start trials

Vlad is free of IND to update CBR and CDX.

Its likely we will now see brokers notes and interviews.

Dont get me wrong, I am somewhat surprised we have not seen alot more buying today, but the flip side is I want to see NEW buyers, pharma investors and the like. But they dont read LSE, lets see what happens when the pharma publishers start to spread the update.

Just had a quick search as I knew the percentage was high, but seems higher than I thought:

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7885096/

Of this sample only 4% got a refusal to file letter of which approx half were able to rectify the issues.

What this means is that when you FILE an IND its got a 96% chance of going through, maybe some questions along the line but by and large the hard work is done.

People always say good news gets priced in early, lets see if thats true! Given we now have an IND application submitted, probably yesterday, starting a 30 day count down with 96% chance of going ahead to trials. I wonder what the SP will be in 28 days.....