RE: 2 sell's and a buy9 Sep 2022 16:29
I agree with HT, whilst I have no idea how significant such news would be, the expectation was that there would be progress in CDX. Perhaps not warranting an RNS but if thats the case and it was important enough to highlight to investors before then its important enough to inform investors its done, even if that is informal and not via RNS/REACH.
Also agree about CBR, arguably one of the biggest developments in immunology and its gone dark, perhaps this is a good thing and talks are ongoing but we don't know this.
Create a vacuum and it will be filled. It can be filled by Vlad and Hemogenyx with status updates or at least confirmatory statements that things are ongoing, or it will be filled by trolls.
For the record I disagree about the lack of updates for CAR-T, IMO updates here have been excellent, Good clear explanation of the process in the zoom call and lots of good clear steps via twitter and RNS.
I guess for many of the frustrated investors here HK the issue is not so much lack of news but lack of exposure, take Valirx, its up what? 20% today? Dr Suzy Dilly is loved by many of her investors because she shows empathy for investors. They have made mistakes sure, but comes across as making an effort to represent investors to the greater public, think she made a statement about progress but didnt have to be an RNS and market rewards it.
There is a line, some CEOs literally take investors for a ride, they pump their stock regularly to get away placings, immoral and wrong and I am glad Vlad is not like this. But then with Hemogenyx its the reverse, its incoherent, mostly silence like I said creating a vacuum and occasional spurts of publicity that just never last, like Vlad is the only one capable of engaging and when he is ultra busy and the company is clearly at a very exciting cross roads he is too busy and the PR and engagement shuts down, but then when you have a few weeks like earlier this year when Vlad did the meetings there was tonnes of information provided.
The meetings, the twitter, they are FANTASTIC for people like myself who love to know whats going on, but the audience is so small. Interviews with Zak and David, again small audiences who only want ST trades. Google Hemogenyx and you find nothing, nobody outside this small community talks about Hemo and only ever spend their time demanding "big news". Nobody seems to attach any value to achievements to date.
I am frustrated, I see a £14m company sitting on IP worth IMO billions few months from clinical trials which should be worth 10 times that. I see nothing but negative comments and the CEO, who is a brilliant scientist is blinkered in the role of CSO to the detriment of all else. A video of someone moping is nice. Public statements are better.