Member Info for JustHereForHemo

Chris that is a detailed read.... I started to skim and then my head hurt! My main takeaway was that the pre-FDA event buying starts ~ -60 to -45 days before FDA announcements.
We have a rough date for IND (end Jan/Start Feb) and per FDA website:
"An IND application may go into effect:
30 days after FDA receives the application, unless Clinical Hold; or
on earlier notification by FDA that the clinical investigations in the IND may begin. "
IMO the filing of IND will be the trigger so we are very shortly entering that 60 day window. Clinical trials could in theory start almost immediately if that has been agreed with the FDA through the PIND process.
It is entirely possible a run could be contaminated and need re-run so even Vlad cannot guarantee an IND submission date, but we have a best case scenario date. What matters is that it IS getting close, this SP IS unsustainable, it WILL re-rate, when its about to happen it will be too late for us common as muck PI's to get in.
The markets are NOT our friends.
Brokers and MMs are not here to make us rich.
The men in shirts view you as nothing but temporary holders of THEIR shares until they are ready to take them back at the last moment.
If you trust Vlad and the team to go clinical and trust them that they are funded into clinical trials then this is such an easy and obvious investment. If you believe your smarter than the London traders and can out smart them and their connections and trade this up to the wire and still buy in before any re-rate then I have a time share you might be interested in.... They do NOT play by the same rules, buy in early and cheap or run the risk of missing out, simple.
I personally am completely astounded at this SP, its stupid and wrong, but I have zero doubt that it will easily move to 15-20p+ in the not too distant future JUST on CAR-T. What CDX and CBR does will just be a very nice added surprise.

HT, as others have said its not the IND that does much for the SP, its more what it represents. That marks Hemo being Clinical not pre-clinical. So best to then compare mCap against similar phase1 clinical oncology targets, probably most reliable source is https://hemogenyx.com/broker-coverage/

God knows who is selling those 500k blocks, guess our seller was not finished, whoever it is can only sell once! Jonny, I had a look at Marker and I agree, they look incredibly cheap, they are however a one trick shop with MT-401. Their mCap looks like a bargain, still double Hemo, that said clearly something happened, they have tanked 94% in one year and lots of moaning about bad management? Plenty of other examples of similar small pharma just clinical with CAR-T treatments 100-200mil+.

Indeed, it IS depressing but at the same time its not like time has stood still, while we are going about our day another batch of vlads special brew is fermenting away in his lab. The cells dont stop multiplying for weekends, they dont go on strike over Christmas. We march towards IND irrespective of what is happening in the markets or on here. Will we get that elusive update on CBR? Has it been tested on a live virus? Will there be a surprise update on the CDX negotiations? Will we find out who exactly Hemo are working with on CBR? Who knows, but as we wait for those still each manufacturing run ticks on.
Tick tock....
Will traders wait until January? Will the so called "LTH'ers" who are not actually holding all wait until January to buy in before IND? Will they all get in cheap or will they end up spiking each other and most end up either locked out or paying much more than today? Popcorn at the ready! (But get those microwave packets as it could take days/weeks/month or two)

Between now and end of January this IS going to take off as people pile in for IND and going clinical.
A few will time it perfectly, the rest will pay significantly more.
There is an excellent chance of a NON CAR-T update before EoY which could significantly move the SP irrespective of CAR-T.
There is every chance that Vlad will update again via twitter on manufacturing runs, if its 10-14 days that means he COULD update in the coming days. (Personally on these runs I hope he does not update the next 3 runs, too much information for traders to play on but he will do what he wants)
Have a good weekend all!

I dont believe so, last I was chatting to him he was out of the country and his signal is awful. Last we did speak he was alot more chilled about the company, I am sure when he is back in the UK he will be posting again about the trades etc.

Tuan, never have a clue if your trying to ramp/troll/confuse or what. I dont disagree with fundamentals of your post, if it works this is worth billions, if EVERYTHING fails its worthless, simple facts cannot dispute.
Worth remembering that binary outcome must transition though multiple stages of testing, before we know if it works Hemogenyx must go clinical. As a clinical oncology pharma this will demand a significantly higher mCap in the very near future irrespective of whether it goes on to fail after that. IMO it will succeed and go to the billions, but yes the remote possibility of failure is there. BUT FIRST it has go go clinical, of that there is little chance of failure, that commands an mCap north of 200mil IMO with little risk. When that happens, de-risk, I will and any sensible LTH I know has said they will do the same when the SP justifies it.
Timeline wise.. We know roughly IND for CAR-T, I am sure as we approach it will be used to ramp this to the heavens, too early yet for the traders to jump on for that, most traders I watch have the attention span of a gold fish and anything more than a week they call LTH....
VERY optimistic about the days/weeks and months ahead. CAR-T is the one well known and understood pipeline item, that alone makes this an easy investment right now. CDX and CBR is where the surprises may come from, we saw 20% on a tweet about a CAR-T run..... A TWEET.. and that forced an RNS. Imagine an update on CBR saying it has been tested on infectious Covid-19, or they have signed a licencing deal for CDX etc.
Relax, enjoy christmas, if you want to trade elsewhere and plan to jump back before CAR-T, good luck, you are gambling that you wont miss a spike on some other update. Those LTH'ers who stay here are also gambling that staying is better odds than trading elsewhere. Its a zero effort play that I am more than happy to take, if the SP remains around here I will be following Barbershop and pumping my christmas bonus into Hemo also.

It was a Reach forced by the day traders on twitter IMO so I have mixed feelings. My overall feelings are that yesterdays tweet just demonstrated that Hemo have this CAR-T run down pat with consistant 10-14 day back to back runs. I would echo what Haywain said, they have now done this process 3+ times and they are ready for the Engineering Manufacturing runs. They will take the same length of time because that is the point of refining the process in the Process Development and Model manufacturing runs. 3 more runs of around 14 days each, with the final run ~1month because of testing and reporting brings us into mid January putting IND submission ready around end of January start of Feb.
This IS A slip, in June the Process Development run was supposed to be July, it clearly was not, I am not over the moon about the delay in getting started but the last 3 CAR-T runs on twitter have been consistent and reliable. They have a certified lab, know what they are doing and capable of reproducing results. If you look at the last 12 months they have grown in facilities, equipment, staff and experience, the only thing that has not grown to reflect this is the SP.
So my thoughts on CAR-T remain positive, every single indicator is this company will be clinical with an oncology target CAR-T product in the coming months. The PIND means Vlad knows exactly what is expected from him so this next final stage should be a formality, I had hoped for needles in arms before end of year but realistically we are looking at end of Feb - March at this point. Peers in this group sit around 150-200m mCap, 14mil mCap currently is just a pathetic disparity which we all agree will not last, so unless people think they can do better than 1000%+ in a few months this remains the place to invest. There will be more days like yesterday with 10-20% rises, just because people are taking a position. People may have a few months before Hemo is clinical but that does not mean the re-rate is going to wait to the very last minute to let everyone in. Some will time it perfectly, others will get locked out.
^^^^^^^^^ - ALL of that is just CAR-T
CBR- Still expecting a in vivo update for CBR, very likely a grant in March, possible updates on agreements/collaborations, in particular vlad spending time on Ebola w/ time at governmental conference is a very good sign.
CDX- Vlad has been working with 3rd parties for a very long time, at some point this comes to fruition.

Hemo are funded into clinical trials and trials are within touching distance, I really cant see LTH'ers selling as that approaches. There is a huge potential of updates BEFORE clinical and as we saw yesterday it only took a tweet. The trolls and their multi profiles and motives are having less and less impact and when the herds arrive they suddenly go quiet and sulk off. This is NOT a one trick pony, it has been a terrible few years, but it will not last, the SP is not sustainable.

The trade was recorded in the post trading period, it was not a trade made during the trading period reported late. Quick look at the trade and its XOFF - ECHO which basically means the trade was not executed on a trading venue and it was reported via an APA which is:
"APAs are designed to provide services to an investment firm in order for it to meet its obligations under Articles 20 and 21 MiFIR. "

End of the day we dont know what it was, we dont know who was involved, we dont know when it happened, its not a live trade so as far as trades go the only thing we know is that at some point 3.33m shares changed hands but it was not some trader who bought earlier in the day at 1.29.

Stopping by because I am getting lots of messages.
First I want to make it clear that I do not for a second believe Vlad or Hemogenyx knew up front there was anything untoward. In my opinion Hemogenyx got into bed blindly with the wrong people from the start and are as much victims as the rest of us. But if you want to go down the rabbit hole further here are some snips of emails I have sent over the past few years that may be relevant:
Mint Capital list their address as South Ocean, Nassau, Bahamas.
BCS CORPORATE GROUP LTD which was running dozens and dozens of shell companies and intermediaries including BONSAI CAPITAL LTD. The address for BCS is
FREDERICK HOUSE SUITE 3.1, P.O. BOX SS-6836, NASSAU, BAHAMAS
If you check out the Securities Commission of the Bahamas the officers for Mint are not confined to Mint, there is alot of cross over between linked entities.

I am not willing to get involved in any further debate on it but suffice to say, YES I believe Ron and Craig are dirty enough to have messed with Hemogenyx over the years. For certain back just before the Covid spike in Hemo Ron had majority of his shares taken by HNW lending who sold off a big chunk of them despite him going to court to fight to hold on to them. At that time it was a constant never ending flow of sells every day, not unlike recently, but the share register and TR1s were never updated so do not trust one single holding declared by either of those 2. At the end of the day the LESS they hold in Hemogenyx the better, were they behind Mint and the CLNs? I cant say for sure but there was sure a dirty nasty stink about the whole arrangement.

Bottom line is this share HAS been manipulated over the years, we shareholders have been walked over and hammered, the current SP and mCap are not representive of the companies value. It is not sustainable and will not last. The sooner shares get out of the hands of crooks like Bauer and Augher the better and the SP will bounce.

I DO believe that both Ron and Craig still held considerable amounts of stock but after this:
https://www.sec.gov/litigation/complaints/2022/comp25366.pdf
I believed they would sell the bulk of any shares they are directly linked too in order to hide their assets from the authorities because of "z to disgorge, with prejudgment interest, any and all ill-gotten gains each received".

This is not new news and it has been discussed on this board and in private in depth in the past, I would hope that this is the end of it and IF this is an orderly sell down of Craigs assets then it is NOTHING to do with the potential of Hemogenyx. When its finished, if not already finished we should be free to bounce.

Perhaps Pumpkin, who knows, but with every iteration the SP ticks up, its 3 steps forward 2 steps back so its hardly a rush to the finish, but I was able to average down and add so I cant complain :-)
If whoever it is banked 5 -10% then well done, they are out over the weekend, their choice, like you said, I have no idea what the SP will be next week, there may or may not be an RNS on monday morning and whoever it is will be kicking themselves. None of us simple folk know, so yes they get to bank a bit of profit, but they take that risk of missing out, entirely their choice.
Have a great weekend everyone!

dhub there are 5m:
12:22 1m
15:17 2m
16:00 1m
16:21 1m
All exactly 1.35, now, whoever you are if you are quire finished mind if we move up now? :P

Exactly, when the news lands, us small p1$$ ant investors will be irrelevant, people with real money will bully their way in, side note the sells just printed, 5m in blocks at 1.35 timestamped thoughout the day. Good, hopefully thats them gone :-)

Certainly possible, but... they can only sell once, could be someone who decided off the back of todays tweet they have a few weeks/months. IMO they will be back and in the interim have given you, red and myself some cheapies, so be it, when they return they will pay higher, in the interim good luck to their trades elsewhere. Its another week closer, still waiting for updates on CDX and CBR which are so long overdue that I find myself more surprised each morning there is no RNS.
Anyway, ALOT of buys and only one recorded sell, the 1.4 is being smashed, if it is a delayed sell must be like 4m-5m @ 1.35p or something based on the balance of trades. Hope someone does not experience sellers remorse next week ;-D

Ticked up, then less than 1 minute later they put the ask back to 1.4 on no sales, interesting, very interesting....

lol good timing, ticked up a second after I bought :P

Forgot I got paid some today :P let me add to the buys :P

MrIndia you and I my friend are emotionally invested here, that does not mean that we invest blindly without research, nor does it mean that I would not sell in a heartbeat if I saw red flags. The emotional part comes in how we would react if we DID sell and then missed the rise.
What blows your mind is how people can sell knowing that in a limited timespan this will deliver. IMO there are 2 sets of people who sell here, traders who frankly dont give a rats ar$e about the long term potential, when its low, charts look good, they buy, bit of ramping, bank 10%, jobs a good un'. The other set are people who follow Hemo, who most of the time hold hemo and would probably class themselves as LTH. They think they are smart enough to trade in and out, know more than the market and can safely buy and sell and not risk being caught out. Reality is that group are not LTH'ers they are traders, they probably panic every time they sell and believe they are entitled to profit when it delivers inspite of their trading, but they are clearly not skilled enough to trade properly or they would not focus solely on hemogenyx and would actually trade a pot of shares.
I am not a good traders, I dont believe I could sell, trade and get back before news, might get lucky once or twice but I definatly dont know when the next update will land and I 100% do not have the ba11s to risk being out when the inevitable rerate does happen. If I sold and some contract or other landed and the SP did 100% I would probably take a plate and smash it on my head. I have accepted that traders will trade, they will make profits elsewhere that I will miss out on, some will make a profit trading Hemo.. But thats my choice to accept it, I just do not want to risk missing Hemo as that is the only thing that would hurt, I hope you can relax and learn to accept the market for what it is, you cannot control what others do, but you can feed them by your reactions.
#WeTheSilentMajorityInVladWeTrust

I will email but IMO we are getting that close he wont respond or would refuse to answer. Back at the start of the year he would have had more freedom to answer a question like that but at this point I would not hold your breath. End of the day, its irrelevant, we will find out soon enough, its more food for thought. Everyone making assumptions saying Q1 2023 but its all based on assumptions. Maybe they are right, but I want to float the possibility that its wrong and clinical trials are closer than we think. There are plenty of people focusing on the pessimistic outlook so I figure why not balance it out with the alternative viewpoints.
Funny to see traders selling, I wonder how many are getting the CINE bug and chasing there like sheep after its already done its rise. For sure people bought last week feeling something was coming, and after only 2 days some have sold, based on what? Ants in their pants? Max hold = 2 days? Crazy...
Looking at the sells there are lots of small batches of sells, 4k, 5k, 20k intentional sells to knock down the price. There is every chance with the increased volume some trader wants to take 5-10% but knock it down so they can go again in a day or too. Whoopdy doo.... It will peeve off MrIndia and others, it used to frustrate me, but whoever is doing that is trading, they are banking small profits whilst accepting the risk that if news lands tomorrow they are locked out. To each their own, for Hemo its not a game that even remotely interests me. But likewise, its trading on volume/range/sentiment, it has NOTHING To do with Hemogenyx, what they are doing or when news will land.
Good god... Found myself distracted far too much with LSE, off to work, catch you all when an RNS lands, (which IMO is this week still, there is just too much pending for it to drag on for much longer!)

Did anyone ever think to ask?

So your belief is that the CAR-T produced will be produced just for IND and thrown away? Thats fine if thats what you believe, I was wondering if you had anything to base this on or just assuming the worst.

Sounds like you disagree and believe they will just throw the products away having wasted time and money manufacturing and testing them leaving 3+ AML patients relying on some other treatment. This is a fair belief to hold and like I said I dont know either way, but when you phrase it like I just have which is the reality of the alternative it sounds stupid. Are you basing this belief on anything concrete or just your negative view overall of hemo?

Hi Haywain, I cannot remember which of his many interviews or presentations, it could have been that zoom at the start of the year. It is entirely possible I misunderstood but I am sure he said take "The patients cells" from a patient with AML rather than just donor cells from a bank. Point is I dont recall him ever saying it would be cells from someone who would then go on to receive the CAR-T in treatment, I think I like most just assumed it was for IND and would be thrown away, but in hindsight that sounds wasteful and as you say unethical, especially if your in talks with FDA and know you can fast track approval if you tick all their boxes. In terms of generic donor T-Cells, would that even suffice? Maybe you know better but what IS the level of testing? Do the tests check for the purity of sample checking for contaminants? Do they check efficiency in the lab? IE modified T-Cells from Patient X tested against a sample of AML from the same patient to prove it actually works against this strain?
Genuinely no answers only questions.