Member Info for JustHereForHemo

Pwil, for future reference (your ISA allowance resets in April) you can bed and ISA, single fee (you dont pay fee to sell and buy) and they give you almost matching sell and buy price, tiny margin.

Also... 1.9p paid, go figure, we might hit 2p today afterall :P

It is very nice to see, worth noting that there is zero chat on twitter or telegram still. From what I can see none of the better known traders who tend to pump and dump have even looked at Hemo yet. That is a very good thing, the quieter it is on the social media the better the chances that these shares are being bought to hold. I am sure as we approach IND the traders and pumpers will start to buy and god knows where they will take us too, but the important thing is they will be paying a hefty premium :-)
Good spot MrIndia, no clue if related to Hemo, probably not, but its great to know that Hemo's partner for HEMO-CAR-T are active in that field and have contacts to licence. It proves yet again that the WuXi connection is a huge asset for the company.
Anyway, congratulations to all that have waited this long, finally the end is in sight, IND, Clinical trials, CDX agreement, CBR results, god knows what will be first or what it will propel the SP too. But 16mil mCap is just not realistic for this pipeline, its too cheap, it will not last, we will re-rate and its happening now.

Drutor, you can lodge up to £20k in your ISA this year before April, it can be ALL in a stocks and shares isa or split with cash ISA. Once the money is in the ISA you can do whatever you want in terms of trading, you can make (or lose) as much as you want and never pay any tax on it, if you turn £20k into £1m then you still pay no tax, once you withdraw the cash from the ISA thats it, you dont pay tax, but if you re-invest it outside of the ISA you lose the tax free exemption.

Hulver, I deliberately took lower range of average peer estimates etc purely to avoid the inevitable attacks that would ensue on here if I were to post what I really believe we will achieve. By using the actual figures from quotable sources its very easy for me to defend any estimates should someone come back and say its unrealistic.
I can understand people being overly cautious at this point, but even the most cautious amonst us predict multiple bag returns in the coming weeks, personally I think its pointless to predict any further than IND/Clinical trials commence. Too many unknowns with CDX and CBR which could have a dramatic impact on SP long before we have trial results.

Based on Hemo and broker valuations last year what it should have been, 6 months from IND (I think 6 months?) From memory I believe they were saying it should have been around 8p THEN, so a few weeks away....
Personally, I would look at similar companies, I have named a few which have CAR-T candidates for Oncology in clinical trials. For those I found listed on the London Stock Exchange mCaps range from like 100m-300m.
Per https://hemogenyx.com/broker-coverage/ Page 2:
Average mCap for Blood specialist at similar level = 168mil
Drug Developers = 114m
Based on this just being Clinical with HEMO-CAR-T for AML SHOULD demand a SP of 10p+
In the lead up to that before end of January PRE IND I would not be atall surprised to hit 5p, today we touched 1.64p on low volumes with it being NT most of the day and a nice 1m buy at the end . IMO we will start to see some more serious buying in the weeks to come and given the constant NTs would expect to break 2p pretty soon. If we breach 5p, or 50mil mCap and then go clinical suddenly Hemogenyx becomes a valid investment target for many of the funds that today cannot touch Hemo.
This is ALL just HEMO-CAR-T based PRE Clinical results. If we hear that it works, which may happen after a few weeks of trials, then there is every chance that Vlad will licence which could be worth 100;s of millions. (Obviously no guarantee that it works, no guarantee we find out soon, no guarantee Vlad will even sell, he may keep it in house)
Completely on the side from this is CDX which Vlad has been in talks with for some time, there was mention it could be revenue generating, zero clue, but again I cannot believe Vlad would licencing CDX for anything less than multiples of current mCap. On its own something like that would be worthy of god knows, 50? 150? 200m? But on top of CAR-T?
What then if CBR results come out with successful test results on Covid-19 and some sort of partnership or grant? What is happening to other Covid-19 stocks right now?

So targets are REALLY HARD, because they depend on so many unknowns, pure speculation from me for H1 2023:
End of week: 2p
On IND submission: 5p
Start of clinical trials: 10p
Early successful HEMO-CAR-T clinical trial results: 18p
CBR Test Results: 24p
Funded partnership Agreement for CDX: 33p
Licencing Agreement for CAR-T:.....
Anyway, Like I said its REALLY hard to predict, we have been at a 60+ mil Mcap before with much less potential than today.
The mCap is what? 15mil now???? This is about to go clinical and gain huge exposure with it, similar companies are 1000%+ higher. Why would Hemogenyx not re-rate to a fair peer value?

Dont worry pumpkin, if this does what I expect I wont be back to gloat :P I will be glad to never visit LSE again :-)

As HFH says "the landscape has changed" Hemogenyx today are "PRE-Clinical" they have nothing in trials, no proven success, small investor base and tiny mCap. They demand little attention from the media and no respect from the market, a small number of traders with a few thousand can move the SP 5% with only a few trades. Trolls have dominated this board for years and there really is no other community where Hemo investors actively engage.

Todays RNS gives us 2 things, confidence that the next run will be successful, as Waiting Room says "Each successful stage reduces the weighted risk", there is MORE chance now that the third and final run will be successful. And the RNS gives us timings, I believe 24 days since the last RNS for run 1? And this took place over Christmas and new years when lots of companies were closed. Vlad has confirmed this is the last step in the IND process so its reasonable to assume that 24 days is a worst or at least reasonable case scenario for timing Third and final results and IND. They were targeting Feb for IND, IMO good chance it comes early, but at this point who cares about a few days?

So whats more likely? We drop to 1p for barbershop or people who believe IND is between 2-5 weeks away start buying knowing that as a clinical Pharma 5p = 50mil which is woefully undervalued. Does anyone have the balls to sell and trade in that small unknown window?

As for CBR, we know Vlad was testing Covid-19, and then ebola and Marlberg... If it had failed at Covid-19 would they have moved onto ebola?.....As for the partner.... Easy to work that one out... CDX Vlad again has confirmed was in talks with pharma. We literally need ONE significant update to re-rate, ONE, and it could be CDX, it could be CBR or it could be boring old CAR-T which is known, understood and happening now.

If anyone is selling/trading then from the bottom of my heart I wish you good luck, you have a bigger set of stones than me, I would not sell a bean at this point in this story. 5p? I have much much much higher numbers in mind.

I chat to MrIndia alot, he is a genuine but emotional chap who does not come across well on LSE but he is a nice guy. He, like myself, posts what we think and posts too much, but hey sometimes you need an outlet.
On the question of who is selling, I was chatting to a seller this morning, he made a few hundred quid in a trade, moved on to RENE and EST I believe and was very happy. Then asked me did I think it would drop as he is feeling a bit of FOMO, my reply to him was honest, I dont know if it will retrace a little today or next few days. For traders it matters as they want to cream 5-10% as often as possible. What I do know is this is signposted as clear as day:
Hemogenyx are going clinical, marked by filing of IND.
Its going to happen probably in about 1 month.
Clinical Pharma with CAR-T candidates for oncology are not priced sub 50mil.
Hemogenyx is currently, what? 14mil? This mCap is NOT SUSTAINABLE.
Interest is now picking up on Twitter and LSE.
People know the next step is IND, is there time to trade between now and IND??? Is there?
Who was on the sidelines waiting for Run 2 before buying knowing that if the first 2 were a success, probably run 3 will also be? Do people think its going to get cheaper and cheaper as we approach IND or more expensive? Do people really have the balls to wait as days tick by hoping for a dip? Hoping that the 3rd run has not already been sent away......
Getting nervous yet sideliners?.....
Tick Tock.... Tick Tock.............

No, back to bed you have a few days or weeks yet before you need to rise and shine!
Today is run 2 of the AFTER it has been tested, the tweet on 21st December showed a video which showed Run 2 being sealed up. So it took them 14 days to test, 14 days..... OVER CHRISTMAS HOLIDAYS.... If they decided to start Run 3 within a few days of Run 2 being completed then there is every chance its about finished and ready to be sent for analysis as well. Hemogenyx are well on track to potentially submit IND earlier than expected, I had start of Feb down for IND but really there is no reason why it cant come in January at this rate.
Its a big unknown at the moment but there is every chance that FDA will fast track and that these 3 runs contain CAR-T derived from actual patients to be included in the first clinical trials. I DONT KNOW, I would like to know and if anyone does know please confirm, but realistically March as targeted for clinical trials is very achievable.

People in the past have pointed out that IND often does little for the SP, true, for companies that are fairly priced. But Hemogenyx is not fairly priced.
When Hemo go clinical, which is extremely close, they will be a clinical Pharma with an Oncology target CAR-T treatment.
These get sold and licenced for 10s of millions PRE-Clinical and 100s of millions+ once they are in trials and proven to work.
This is JUST HEMO-CAR-T. This SP is a joke, 1.5p, 2p, 3p, 5p, they are all JOKES, they all represent an mCap that Hemo has been before, they are fractions of what the mCap should be.
This is not a trade.
This is not a nice 20%, pat yourself on the back and go brag in the pub.
This SP is NOT sustainable, it will rerate and it will happen soon.
#InVladWeTrust

pumpkin you should be buzzing today, 2 of your holdings are some of todays biggest risers, well done, I am sure your pleased :-)

Today is not big volume and MMs moved it up even with the 500k sell earlier so feels like this is more of a market correction where MMs are just determined to move it north. See zero mention on twitter, telegram is dead and here is quiet. Volume is still tiny and NT to buy 150k most of the day, this feels like nothing more than as I have said, the SP was wrong, it was too low, it remains too low and is unsustainable.
Now.... 10% up on no news and no volume...
Imagine what happens when Run 2 is announced (Due any day)
CDX agreement of some sort (perhaps licencing agreement)
CBR results - In Vivo against Covid 19 (Again past due)

This SP is wrong, its unsustainable and it will not last, we will re-rate and IMO it will happen this month. Then again when clinical trials start and again when Hemo starts to licence candidates or gets positive clinical results.

Not worth wasting your time on it, still the occasional sell but no more than a trickle now, you can sell 500k for above bid, if there was a big determined seller with lots to shift they would have taken advantage. 1 Month from IND target date, 2 months to clinical trials target and very good chance of RNS in coming days to confirm PQ run 2 passed muster.
Long overdue update on CBR and we are into Q1 when we expect update on CDX talks with the big pharmas.
Setting aside Hemo specific news twitter is awash with bullish sentiment, people are expecting the market and nano/micro stocks to be the big winners.
Feel it in my jellies, January is going to be good :-)

A wise man once said "Years and billions..." Well its been years.....

Hemogenyx tick all the boxes and are well known to Governor Hochul. Maybe they wont be successful, but IMO its theirs to lose if Vlad does a decent presentation.
Worth pointing out that while not irrelevant, this grant, even if they are successful, wont be announced until March/April anyway by which point expect Hemo to be clinical/ Post IND. So this is nothing more than a nice bonus or fallback. Worth noting that all this little exchange has achieved is push down any positive posts further down the page :P
Anyway its 2023, those that dont believe things will change, fine, sit on the sidelines, I believe in Hemogenyx, I believe in Vlad and I believe those who have held on will finally be rewarded.
When Vlad files that IND and clinical trials start we will see an uptick in publicity, we will see new faces and volumes. I literally cannot wait for the days when we on here become irrelevant, I cannot wait to be drowned out by 100s of posts from investors who know this industry and come here to share their thoughts.
This SP is NOT sustainable, 12mil for an Oncology Pharma with ZERO debt and CAR-T treatment with IND filing likely in just over one month and clinical trials hopefully in march? NOT a realistic price, we will re-rate I am certain and in the very near future. (Why am I repeating myself? Because most people only read the first few posts and other posters love pushing down any positive posts)

Pumpkin, 2021 was Hemo-CAR-T partnership with WuXi ATU and the new custom lab, it was not an inflection point if you look only at the SP, which fair is all you care about, but it was the point that hemogenyx went from "having something that will probably go clinical" to "Has something with a clear roadmap to clinical". Hemogenyx HAS transformed hugely since 2018, the growth and achievements are massive, the SP just needs to catch up.
Ht I did not say it was guaranteed, I said its "pretty much nailed on", you are bright enough to do your own research. You can go and read the requirements for the grant and you will see that they match Hemogenyx to a T. You will also see that in they had $40million last year but only awarded 15 mil due to lack of qualifying applicants (this is ONLY for certain small companies in New York). You will also be only too aware of the people involved and their history with Hemogenyx. No this grant is NOT guaranteed, but Hemo HAVE applied for it and I will be shocked if they dont get it. Happy for you to disagree, here is the link https://esd.ny.gov/biodefensefund

Happy New Year MrIndia I hope 2023 gives you reason to be more cheerful :-)
Lets hope to leave the stain of the previous few years behind and 2023 is when Hemogenyx truly does experience its inflection point, moves clinical and starts saving lives.
Personally I am alot more enthusiastic than below, not sure why yourself and HFH keep saying March IND and April clinical trials, that has not come from anyone at Hemo, we know what Vlad is aiming for and nothing more than a pessimistic guess. I am not saying Vlads timeline wont slip, he certainly has form for it but to be crystal clear:

I expect CAR-T IND early Feb and Clinical trials starting in March.

So far there has been ZERO premium on the SP for CBR, no attention or credit to Hemogenyx, at some point Hemo will demand the attention it deserves, people will switch on to the potential here. Partners ARE looking at CDX, Vlad has said time and again talks are ongoing, talks are expensive for big pharma and they dont take place unless they want CDX.

~£5mil cash in bank, ~$4mil grant pretty much nailed on for March, good chance that CDX will be licenced in the coming months. Funding is not an issue, they have reached the point of Clinical trials and remain funded.

It remains completely irrelevant what people here believe is a fair share price, the market will decide when the market takes notice. Tuan can come and moan that Hu-PHEC is shelved, Pumpkin can come and moan about a placing for Covid 3 years ago, HemoTruth can moan about outdated website and MrIndia can moan about pretty much everything.
IT DOES NOT MATTER.

Hemogenyx WILL GO CLINICAL in 2023, IMO most likely Q1. There are lots of CAR-T companies out there, alot of them are Oncology, alot are publicly traded, only a fraction of them are clinical, none of them are this cheap. When Hemo goes clinical it will have a bigger pipeline than https://www.autolus.com/pipeline/ which is ~300mil mCap.

The market will wake up to Hemogenyx at some point, it will recognise that at £12mil its potentially the cheapest Oncology CAR-T pharma in clinical trials. When you add in ZERO debt, cash in bank and 100% ownership over the IP and in house manufacturing capabilities this makes it even more attractive. Add in that running the trial is the team which released the FIRST and most expensive CAR-T therapeutic treatment to hit the market and that is a huge stamp of approval.

Its time for the market to wake up to the potential here, it will happen, but for investors on this board, IMO we are sitting on an absolute gold mine. Time to knock the negativity from 2022 on the head and look to the future. This mCap of
~£12mil is not sustainable, this share price is wrong, it will not last, we will re-rate in the very near future.

So go on Vlad, this is your year, time to prove your doubters wrong! #InVladWeTrust!

Soooooo.............. How much did Hemogenyx give to Wu-Xi for the precursors to the HEMO-CAR-T? Dr Walts was brought in to help propel Hemogenyx towards clinical trials and as far as I am aware he was involved in the financial side of this which includes deals and agreements which were necessary to secure the services and facilities of global billion dollar pharma such as Wu-Xi who are key to CAR-T. We dont know the agreement that he arranged, but so far have seen zero dilution and little if any payments to them so I think its fair to say he done an excellent job. I am sure they are in line for some perk such as a discounted licencing agreement when it is proven to work, but considering how small Hemo are Walts deserves alot of credit. Same goes for Selinux who dont do many agreements but those they have published are extremely generous, small upfront payments and reasonable payments only on commercial milestones. He may not have secured huge loans or funding arrangements but IMO THESE agreements are worth their weight in gold to companies like Hemo and much more beneficial to us shareholders as he avoided dilution.

Not sure where IND in march target is coming from, the target is Feb and very early in Feb. Considering how he has already produced one RNS proving run 1 a complete success and a video a few weeks ago of run 2 finished in the lab then he has a very good chance of hitting his target. If people want to base expectations off previous experience, thats fair enough but you risk being out if Vlad delivers on time. I am hopeful first clinical trial starts in March.
As for the re-rate which may or may not happen... My choice of wording regarding SP is deliberate, this SP is NOT SUSTAINABLE. At this mCap Hemogenyx cannot afford to raise capital required to advance the other candidates, this SP is simply not high enough to allow the company to progress via public placings. So either vlad delivers on the PR side and we re-rate or vlad will be left with no other choice than to sell/licence something cheaper than he would like. But if he does that then that is still a huge positive for us and would probably lead to a significant re-rate so I honestly do not for one second believe this low SP will continue for much longer, its wrong and its un-sustainable.
Also worth noting that to date we have had next to no PR outside of the small investor community, every one of us has been inundated with news lately about some cancer patient cured of cancer with the new miracle cure CAR-T. When this goes clinical the exposure will go through the roof and even if Vlad does not go to town on PR you can be sure the traders will be back ramping from these low levels. I cant guarantee what it will do or when, but I believe enough to invest alot of cash here, I trust HEMO-CAR-T will work, I trust Vlad to deliver value for shareholders and I trust that soon our patience will be rewarded. Why people who clearly dont have the same positive outlook as myself chose to remain invested and spend their time trashing vlad is beyond me, I remain here because I believe in the investment case, being underwater or not is irrelevant. I can see plenty of other investment opportunities out there but none for me are as appealing as Hemogenx.

1, This is NOT a one man company, Hemo own the IP, its not some vague idea in Vlads head, we are weeks from IND and while Vlad is a key player, they could progress without him.
2, People asking why are people selling and nobody is buying.... Your part of the problem.
3, Vlad as CEO.... I dont want Vlad wasting time or money hiring a new CEO, if we are this close to transformational news then any distraction from the science is NOT what we want. Vlad HAS made mistakes that does not change the fact that he believes in Hemogenyx with 95% of his wealth invested here. He is a stubborn but brilliant scientist who is determined to win and succeed.

I trust Vlad and believe while he has made mistakes and missed many targets its only because he is human, I can point to many dodgy CEO's who would gladly rob you from the front and stab you in the back. Vlad is NOT a great business man but I trust him which is a rare thing these days.

So Vlad screwed up the CLNs and placing, agreed, he has missed targets, yep. What else?
He got rid of the CLNs before total collapse and retained enough capital to allow Hemogenyx to get to clinical trials with CAR-T, safe from needing further dilution before that happens.
He has retained some world leading names who are experts in their fields to take CAR-T to clinical trials.
He has secured a new custom lab allowing the company to produce in house with a saving of time and £2mil
He has almost certainly secured a ~£4mil grant in March (wording is almost custom wrote for Hemo, I would be shocked if they dont get the grant)
He has laid out in very clear terms the steps needed for CAR-T IND and given a target for IND and trails which is very close, PQ RNS and tweets prove they are on track.
CBR is probably going to be HUGE, delivered on a tiny budget and just because the market does not yet appreciate it does not diminish the potential.

Extremely sick of this SP, sick of the negativity on this board, sick of the pathetic obsession with equating Share Price with science. This BS about "I cant sell because its too low" is exactly that, if you dont trust Vlad and think SP is going to fall then you are a stupid idiot to not sell.

Hemogenyx is sitting on an mCap of 13mil. They have ~5mil cash in bank and are able to do manufacturing runs of CAR-T in house for a very low price compared to outsourcing. They have enough cash to start trials and with IND hopefully early Feb and Trials hopefully in March before Vlad ever goes back to the market for funds they will transition to Clinical.
They also have CDX and CBR which could update any day. If people believe 13mil is a fair price for a pharma with an oncology target CAR-T in clinical trials then your a bucking idiot who cba to do any research.

This share will re-rate, IMO in the very near future, I am happy to wait, if you dont agree sell and invest in crypto, IDGAF happy to stay here and gloat when I am proven correct.
This SP is not sustainable, it will not las

Well the video said Day 9 of run 2 and it looked like they were using a hand held device to seal off the tube of an IV bag which I guess contained the CAR-T treatment. Vlad said before the trial would be patients 10 days apart so it fits that this is run 2 completed in THEIR labs. Still has to be tested but atleast they can start on run 3 in their facilities, someone pointed out video may have been recorded in Nov... I dont think so but its possible. For once its great to see them on track to hit their targets and IND start of Feb looks like a very realistic prospect.

Also worth pointing out that Vlad highlighted that 95% of his assets are tied up in shares in Hemogenyx, setting everything else aside for a CEO to say 95% of their wealth is tied up in their company shows absolute conviction and belief and is a huge relief when we worry about future finance or dilution.

I dont know if its going to see a pre-christmas run at this point with only a few days left, but I am extremely confident that the days of languishing in these pathetic pits of low SP are quickly drawing to a close.

This SP is NOT sustainable, it will not last, we will re-rate.