Member Info for JustHereForHemo

Excellent update, one must assume Vlad is viewing China as a target for clinical trials or a partner. Larger patent pool and trials are significantly cheaper:

"Patient recruitment is another factor drawing trials to China. China has a wealth of treatment-naïve patients in therapeutic areas where U.S. trials struggle to recruit, including immune-oncology, NASH, chronic diseases, and many orphan indications. Those patients are concentrated in top urban medical centers with direct costs that are 30% lower than in the U.S. This can lead to a patient recruitment effort that is 2-3 times faster.

As an example, DIA looks at the area of immune-oncology where there are 234,000 newly diagnosed patients in the U.S. versus 780,000 in China. The direct Phase 3 cost per patient in the U.S. is approximately $69,000 compared to just $25,000 in China."

https://www.clinicalleader.com/doc/report-reflects-huge-growth-of-clinical-trials-in-china-0001

I am not sure I agree about the 2 hospitals bit with 10 patients each either, from memory what Vlad said was primary location is Penn and initially this was all that was mentioned. However at some later point he did say they were looking at other locations for running the trial as well but I dont remember seeing it split 10/10 or even officially confirmed? IMO it will depend entirely on the patients available at each location. As for the timetable, alot of us jumped to conclusions, perhaps correctly perhaps not that there were 3 runs, 1 full month each, Sept/Oct/November then gather everything for IND submission Dec/Jan. This assumption came from:
https://youtu.be/LFH95Zw8e6Y Jump to around 26 minutes. The slide has:
Model HEMO-CAR-T manufacturing runs Projected August-September 2022
Engineering HEMO-CAR-T manufacture runs min 3, Sept-Dec 2022, 1 month inc testing and reporting.

The model run started last month, we saw the video clips, so the projection is clearly the finishing target, so I am going to "GUESS" that when Vlad give a projected date that was a bracket for finishing. IE He gave himself a window of 4 months to do the runs without any commitment to finish early or late.
He describes a full run as 12 days to produce the CAR-T after which they have some tests but then a third party has to validate and report. What does the rest of the team do? Sit around for the rest of the month waiting for the third party to report drinking tea?
Genuinely, I have ZERO clue when the 3 runs will complete, it could very well be 1 full calander month per run so December before anything is ready. OR each run could have multiple stages that can run in parallel so that 2 can be running at different stages concurrently in which case it still takes 1 full month per run but run 3 could start as soon as run 1 is finished.
In the same presentation the slide also says: Phase I/IIa CAR-T for R/R AML in 2H22-1H23 The SAME presentation leaves it open to clinical trials this year....
So I am not going to start predicting that clinical trials are about to start. They are not, they are months away. But likewise I am willing to accept I may have jumped to conclusions by assuming it would be next year. I view the appointment yesterday of Dr van Besien as an indication that perhaps its sooner rather than later but its a guess, just as it would be a guess to state that its end of December or January....
Like I say, lots of guesses and assumptions, I am giving both, either could be correct, if anyone knows factually which is true please let us know.

As for this mornings RNS, great to see yet another positive update, its really not a surprise to see it move red as people sell on news, but as they say they can only sell once :-D
As others have pointed out there are many more positive updates now expected and the appointment of Dr Koen van Besien as Medical Director is just one more indicator that things are moving well.
This mCap and share price is not sustainable, this is going to be a leading pharma in its field in the not too distant future, those who think its a good idea to sell off on an appointment of a Medical Director will soon enough realise it was a bad idea and buy back, hopefully AFTER others on the sideline have already bought the cheaper shares made available. Have a good day everyone :-)

Seems like you justa have a personal vendetta against me, like I said if you dont like me, mute me, stop trying to turn board negative. Oh and yes, I offered to update their website free of charge quite a while ago because guess what? Its what I do for a living and at that time I had plenty of free time, so not sure whats your point.... If you were trading elsewhere, I DONT CARE, if your now back here, good luck, might I suggest you add me to your block list and in future you will see a green box.

So in the past 30 days we have both posted 38 times, you posted on SYME, I posted here. Can you explain how you have the right to post on a share your invested in and care about and I am not allowed to post on a share that I have been invested in for years, care about, believe in and am currently excited is FINALLY starting to bounce?
From memory you used to be invested here, but from your posting history you clearly went to SYME which has done.... yea... Where as I just stayed here.
So no, if you dont want to see anything I post, block me, simple.

Well thats the point Pumpkin it has to be significantly higher to make it worth while doing a raise and at that point none of us would mind because it would be significantly higher :-)
But its pointless worrying or thinking about it now, there is just zero point, the SP is too low simple as that and right now the company is fully funded until they start spending.... At which point they will be in clinical trials and the company should be worth multiples of today anyway so we wont care!
Amur, you should watch the recent presentation, there is a slide that shows the pipeline, on it Eli Lilly are right there working on 2 undisclosed items with Hemogenyx. Eli never went away, is it CDX? Lupus? CBR? Not a clue, but they are still involved.
This mCap is not sustainable with so many candidates potentially worth billions. A rerate will come sooner or later. Days like today are nice but its still chump change, needs to be significantly higher.

Great to see all the old faces return, anticipation of news will do that. Digittt, whilst I understand your concern I dont share it, fundamentally because its just not practical. The numbers quoted for clinical trials of CDX or CBR are multiples of the companies mCap. You are of course correct that progress will require more spending but for a company with 1bn shares and authorisation to issue max 30% they could not even raise enough to pay for a phase 1 trial of CDX.
That is ofcourse whilst the SP is still down here in single figures. If the news delivers the SP we believe is justified then raising millions from a significantly higher mCap is absolutely on the cards and to be welcomed :-)
As we stand the company is funded into clinical trials for CAR-T, that is the main focus, IND for CDX will not come until after this company is clinical so until then there wont be a great need for additional cash above and beyond what has been allocated.
The burn rate is probably not as high as you expect, from Vlads presentation the lab costs are not that different to the previous lab and the building owner paid for the construction of the new custom lab. It would be naïve to believe that Vlad would definitely not take advantage of a significant spike to raise some additional working capital, but its just not realistic at this SP. IMO clinical trials will also unlock a significant number of non-dilutive funding options when we reach that stage from grants to interest free loans from charitable organisations.
As for things to get excited about... Well that is the exciting thing ;-) We have a pretty good idea timeline wise about CAR-T so yes Q4. But CDX and CBR both have HUGE potential in addition to CAR-T, guess alot of people just have not considered CBR or CDX and focused on CAR-T and assumed there would be time to buy back before IND. Perhaps, but from what
I can see the only real updates between now and CAR-T IND are likely to be positive value adding updates with the potential to really blow the lid off the SP if good enough.
But yes, the market as a whole are now accepting more risk, ALOT of shares are going up, MMs are walking prices back up on low volumes and with that Hemo is going with the crowd, its not a bad thing, its extremely positive, prices are going up for LTH'ers pre news. Just imagine what happens on a positive update....

Master cell line update for CDX - Which could unlock further collaborative updates perhaps?
CBR - Its with a third party who are validating it against Covid-19 in vitro+ in vivo in a lvl 3 bio lab.
CAR-T - Incremental updates on production runs for IND submission
Potentially an update on additional non-dilutive funding as alluded to on last call.
There also remains possibilities of unforseen updates such as website release, official photographs/videos of full lab facilities, Updates on Lupus treatment with Eli Lilly, further patent applications etc....
Basically there is ALOT of potential news and we dont know what will land first, when it will land or what impact it will have on the share price.

Up again... But every time it goes up its NT to buy...???????????????????

It is a little bit farcical to have such a wide spread, currently 1.4-1.55 having just ticked the ask up from 1.5 and STILL NT to buy anything below 150k shares, zero available stock unless your willing to pay 1.59p. I don't get why if they are willing to sell at 1.59p they don't just move the Ask to 1.6 and let people buy smaller amounts. Ah well, I am sure they have their reasons.

MMs have the hand break firmly applied atm, 1-150k Nothing available. 150k - 1m @ 1.575p, 1m+ 2p.......

scriven its just a majority owned subsidiary of Hemogenyx, Vlad and an ex employee own a small percentage outright but most are owned by the parent company.
Shareholders in Hemogenyx own 93.9% of it :
https://www.lse.co.uk/rns/HEMO/final-results-for-the-year-ended-31-december-2021-y1w6in568sbftqt.html
As for the practical purpose of it:
https://www.investopedia.com/terms/w/whollyownedsubsidiary.asp
"Wholly owned subsidiaries allow the parent company to diversify, manage, and possibly reduce its risk."
Basically smaller companies that allows vlad to split out the IP/products and deal with third parties as those subsidiaries rather than the parent.

Looking like a nice start to the week, quiet, but plenty anticipated in the coming days/weeks/months ahead and it looks like those on the sidelines are starting to return. Good luck to all shareholders, even you Pumpkin, IMO you will be able to take a profit or at least break even in your SIPP in the not too distant future.

I swear that was a coincidence!!!
I checked the live price just after I posted.
Interesting that you can sell shares for MORE than any shares have been bought for in a long time..... not something the market makers are well known for, oh well, have an extra nice weekend all now :-)

Friday afternoons are usually good for Hemo, been a good week and wont be surprised if we close blue again today. There is a wide smorgasbord of potential updates and every day that passes without an updates is just one day closer.
Traders or those on the sidelines sitting on cash are more than welcome to wait for news, but dont expect the early bird discounts :-)
Have a nice weekend all!

I think you made a wise move selling GOG, not because anything wrong with it, just because the offer was known and unlikely to be much greater, why have your funds tied up for a tiny extra potential gain if it got suspended for the takeover?
Anyway, good luck in the others, not looked at them so no comment.

As for Hemo, great to see interest picking up, we have more visibility with regards to the lab and new facilities but also in the active trader and investor markets there is more talk about Hemogenyx, here is another:
https://youtu.be/ufkJ9K6rU7Q?t=802

Pumpkin, not yet but only has to happen for us once and we will all be happy.
Barber, not had a chance to read details but you must be happy "Increased Recommended Cash Acquisition of Go-Ahead", perhaps you wont mind buying here higher if thats the case.
Micky, I feel you, I am fine now but there was a period where I was seriously over exposed here and my life was pretty much on hold while I sorted out my finances. Literally nothing else mattered, everything suffered, my family life, my work life, my health. All because of a stupid share :P In hindsight I was very foolish to get in that situation but it still happened. I managed to make it though and hold on to all my shares, but it was scary for a while.
But others right now are STILL just about holding on, still struggling and whilst they may be confident and trust Hemogenyx to deliver it does not make day to day any easier. Which is why when we do have red days, or quiet days and we have trolls coming to boast about a drop in the SP or forecasting 1p etc, those who are struggling probably take that like someone stabbing them in the side with a knife and having a twist. Its just not nice.
In the years of investment with Hemogenyx I have never held as many shares as right now but at no point have I ever been as comfortable or as at ease as right now. There are many bargains out there in the market, we are not alone in being dirt cheep, but not one other share do I have the same confidence in. Vlad has laid out in detail the plans for CAR-T, we know whats happening and we know the potential that comes with it. We also know they have the funds to get there without dilution, the one killer to small cap shares that can lock in low prices.
At some point the market will wake up and actually look at Hemogenyx, we need people to start actually looking at the potential, look at the candidates, the target markets and what others are trading at, unbelievable its gotten this low, but we have and it wont last for ever.

I love those numbers :-)
"Roche is paying $110 million upfront and committing the same amount in near-term milestones for rights to and options on a clutch of allogeneic CAR-T programs. As the candidates advance past milestones, Roche could end up paying $6 billion, plus tiered royalties that run into the low double digits."

Poseida Therapeutics Inc 277.23M mCap and up 85%
Kiniksa Pharmaceuticals, Ltd 739.864M mCap and up 7%

"The BCMA candidate is in phase 1, and the CD19-CD20 program is expected to be ready to apply next year for clinical trials."
- This is early stage CAR-T programs, not Phase 3, Phase1 and Pre-IND.

Every reason to be optimistic about the prospects right now, there are 3 pipelines all with pretty imminent news and each one of them is targeting billion dollar markets and each running in parallel. CAR-T is the most well defined with updates frequent via twitter in a non regulated updated on production runs with likely the next official update not until end of year being IND application. A bit away but its so well defined and understood with such a huge market and confirmation of the funds already in the bank to start the trials that as we get closer investors will take a position in advance.
Along side that there is CDX with its master cell line update, I dont know how significant that is but its still another update and another milestone and unlocks further advancements with CDX. Who knows what has been blocked by waiting for this cell line? Last year Vlad confirmed they were speaking to other pharma about CDX, it was mentioned this year also but no real updates on agreements etc. I honestly dont know if the master cell line was a pre requisite to signing any agreements but its certainly possible.
Then there is CBR.... The last update was 16th March https://www.lse.co.uk/rns/HEMO/cbr-update-fywrltwvmef20hc.html
Hemo developed and tested in house, at that point the plan was "with an as yet undisclosed partner, the Company is planning in vivo tests". However in the webinair Vlad confirmed that this 3rd party wanted to re-run all the tests themselves. That is NOT what a contracted external provider does, if Vlad had approached a pharma and asked them to just test CBR on Hemo's behalf and provided the product and paid a fee they would not care about re-running in vitro tests. The only reason to rerun all these testing is if they are seriously considering partnering with Hemo to take it further. Well thats my opinion anyway, and IMO an update on CBR is also due in the coming months.

There remains the possibility of other updates not related to these 3 and when you have an mCap of only 12mil ANY update has the potential to be a significant update. I have said this many many times before. This mCap and Share price is NOT SUSTAINABLE, it will not last, perhaps there was some risk if there was a need to fund raise, but Vlad has made it crystal clear, he has been frugal with the funds, they have the cash for trials and before they ever go back with the begging bowl Hemogenyx will be a Clinical Pharma.

#InVladWeTrust

Nobody "WANTED" Biden, there was just no other choice.
Please do not try and defend or ever pretend this "man" was the better option:
https://twitter.com/EBHarrington/status/1553533320469905409?s=20&t=t1EqvEjCn2g3KucSQh87fA
Absolutely shameful.

If you need me to answer that then that answers a lot of questions.