Member Info for JustHereForHemo

Very good and positive interview, making it clear that he is laser focused on getting to CAR-T trials on the funds they already have and not incurring other costs that may derail that. IE unlike other shares that are being battered we are not going to be diluted to nothing (Cue Pumpkin with her broken record pointing out we were diluted last year.)
In terms of CAR-T, progress SOUNDS slow but they already submitted over 70% of the IND application as part of the PIND and the response was positive with some suggestions. Vlad makes it pretty clear that he intends to get it right first time and knows exactly what he has to do to keep the FDA happy so whilst I would love the IND to be filed tomorrow we all want it to sail though the review without a clinical hold from the FDA. Confirmation also that the first patients will be treated at Penn by Dr Gill is also great to hear as that . Basically CAR-T is moving well and pharma investors will be very happy with the level of detail provided in this interview, but it wont please traders who are solely focused on a CAR-T IND RNS.
CDX - Great to see the outlining of the master cell process, sounds like a key point in the CDX pipeline and from the sounds of it we should see an update on it soon. Also states speaking to multiple potential partners about progressing CDX into clinical trials. We only need one, but multiple is good
CBR - Previously was made to sound like Vlad had approached someone to test CBR on a live infectious virus in a level 3 facility. NOW it sounds like Vlad is allowing a company to produce and test CBR in their own facility "With their own hands" from scratch running in vivo and in vitro tests, so basically its someone who wants to licence CBR and are doing their due diligence first and not just someone testing on behalf of Hemo.

The number of partners Hemogenyx has continues to grow and this interview makes it clear that number will only grow. No clinical trials in 2022 unless something changes but likewise no fund raising, no dilution and multiple potential significant updates with regards to CDX and CBR. From an investor view point I appreciate the transparency and hope it continues. There is a risk of being so transparent with CAR-T as people will latch solely on that and say no updates for 6 months and ignore all else, but its the right thing to do. We are seeing a bigger more professional company developing that will demand a higher SP as it attracts investors who respect the progress made. We need to see this continue and with it, yes HemoTruth we need that website updated :P

I look forward to the Zoom meeting, the last one was extremely informative and I hope to see many of you there!

Thats 3% of the share issue.... And its not just giving away shares, its awarding share options or appreciation rights on a vesting schedule. MOST companies I have worked for do this for employees and the biggest beneficiary is the company:
It costs the company nothing, its like awarding a bonus or pay rise without handing over money
The shares or options vest in blocks over a period usually of 1-2 years so employees are much more likely to stay with the company improving staff retention
The company will get the strike price as revenue when the options are finally sold
The bottom line is though, the Employee Incentive Scheme is NOT a share giveaway, staff get OPTIONS to buy at the going market price which means the exact same price you or I could buy at today. Its the same as you or I buying a call option but its free and without risk.

As for asking questions, your free to ask whatever questions you want whenever you want to whomever you want, but with regards to the AGM they said questions with regards to the business at hand so dont get upset if your questions are not answered there. There will likely be more investor zoom calls in the near future, as HFH says, use one of those to ask your questions. Vlad does not bite and is polite, friendly and from what I have seen wants to answer any questions that he is allowed too.

Micky, its just proforma junk, you will be able to vote somewhere if you log into your broker and check like secure mail or corporate actions. Its always boring stuff like re-appoint Sir Marc or adopting the final results, it will guaranteed pass though, noting controversial this time.

And Lunus just got out the wooden spoon, no more replies from me :-(

Barber, out of curiosity I looked up VRNA, I really dont get your investment style...
First it was GOG, if you go and look at the form 8.3/5s its blatantly clear that the big players are going to hold the SP firmly at the offer price with massive short or long positions as required to control the price. Basically there is no short term play here until a bid is accepted and share suspended which will probably be the same price as it is now anyway....
So then I look at VRNA which you drop in, and I will try be fair, but first performance, its had a pretty bad week and not great few years despite making it into phase 3 trials, but its a bear market and volume sucks with them and like it or not they are still depository shares so exposure and volume on Nasdaq never going to be as good.
But lets have a look anyway, setting aside volume and ease of trade issues and look at their pipeline:
https://www.veronapharma.com/ensifentrine#ourPipeline
One treatment? One? Ensifentrine? Dont get me wrong, so far phase 1 and 2 results are promising but lets be clear MOST clinical candidates fail. This company has ONE treatment which they are trying on different indications.
This is a company that has already seen its boost as a clinical pharma as its sitting on an mCap of 250million.
They have just finished recruiting for a trial which has no results expected until end of the year so there are no impending inflection points for the SP.
But looking at their books they seem to have plenty of cash:
https://ether-assets.ams3.cdn.digitaloceanspaces.com/verona-pharma/Verona-Pharma-Q1-2022.pdf
So unlikely to see any further dilution before results come out which is a bonus. But fact remains because they are a one trick pony the risk is significant compared to the potential reward compared to say Hemogenyx with multiple pipelines and much lower mCap.

I just dont get how you can be bullish about these 2 companies but then bearish about hemo which has impending pivotal news on becoming clinical and is significantly undervalued compared to the above 2 which without saying anything bad about them are just both likely to trade flat.

Soooo... you only buy share prices that are up an on an upwards trend irrespective of the fundamentals or underlying assets to justify the mCap? You realise that was Bitcoin right? People bought it at 60k because it just kept going up.... But yea.....

To be clear I am NOT saying I am happy with the SP, I am not saying funding last year was not a disaster, but this absolute and total obsession with the SP and the past to the exclusion of everything else is just plain stupid. All pharma are not created equal, go and check out 4D today, 20% down because that company haemorrhages money, they are down as much as hemo over the past year or so but they spend more money in a year than Hemo has since they were founded. Vlad has made mistakes, but likewise he has been frugal (Overly so over the years) to the point that the millions they have in the bank can be made to last years, certainly the next 12 months. Rather than pay external producers he has set up his own lab to save millions. Hemogenyx are doing such great things with massive potential so this obsession and only ever posting about the SP is so sad.

How is GOG going? I have not been over there in a while since you stopped posting here... But you really cant help yourself can you? Taking what everyone has said and manipulating it. These "Muppets" WERE holding a significant volume of shares and are in all likely hood long gone, this was MONTHS ago. You think they will wait for the SEC to start going after their assets before selling and hiding?
Pumpkin if you can do nothing but keep both eyes looking to the past your going to end up walking into a wall. Yes the CLN was a disaster, but its gone a year, maybe if you tried focusing on more recent achievements you would not be suffering quite so badly?

The majority of the charges against these folks resolves around failure to declare holdings or interests in companies and trades made so you should put exactly zero faith in any reported holdings officially declared.
HFH their involvement did not end 2 years ago with the covid spike.
Hulver if you like digging start here:
https://offshoreleaks.icij.org/nodes/20175808
which was an intermediary of BCS also in nassau, you will find companies linked to them and if you can find the registration papers there are various cross overs between address and officers between them and mint.....
I spoke to more than a few people over the year, and while I agree taking the CLNs from mint was a mistake I am absolutely convinced Hemogenyx had no idea whatsoever that there was anything untoward and were as much victims of the predatory behaviour as the rest of us.

The persons mentioned have serious legal problems ahead and I doubt very much they are even remotely interested in Hemo any more.
The section "PRAYER FOR RELIEF"nightlights the potential financial jeopardy they could be in, it basically would wipe them out and bar them from holding shares. Start of the year there was a lot of selling and I thought it certainly possible that these folks would want to sell any and all holdings linked to them to try and hide their assets offshore somewhere before its too late.

But... Its over. As you can see in recent months volume has been down and we seem to have lost lots of posters who just felt fake. This FEELS different, yes SP is still in the toilet, still no bounce but it just feels like we are waiting for news now. 2 years ago, a year ago, 6 months ago it just constantly felt like this share was under attack, being manipulated, tossed around like a play thing. I just dont get that feeling any more, I am confident and happy to hold and believe that when vlad delivers we will be rewarded.

Its best to focus on whats ahead though, new investors who may be curious about Hemogenyx will not care about a bad funding deal which is long gone. Hulver if you want to chat more hit me up on twitter or can do a zoom some time.

Worry or worry not, still cant trade it :P

Dont worry pumpkin, Lunus took the wooden spoon to me earlier for engaging and warned me what would happen if it continued so no more feeding the trolls from me.... *(If I can help it!) ;-D

My current 6 month contract has been running for 3 years, contracts are funny like that ;-)

I really dont think any of us are in a position to comment on the contributions of Dr Walts, while its true we really don't know exactly what he has done we can guess. Looking at the funds the company still has its clear they have made arrangements to avoid large upfront outlays with companies like WuXi and Selenix . For what they are getting they SHOULD be paying millions but we are not seeing that, so whilst you might not be seeing RNS's that state "Non dilutive funding secured" when you see updates such as agreements with the aforementioned its simply a much more efficient form of funding, simply not paying anything until the product is clinical/commercial.

That aside, why even have a dig at Dr Walts? What exactly is the point? And I am not just having a dig at you, Hemogenyx LSE board is full of little digs, be it about the website, or pumkin with her little digs about number of shares or fund raise for CBR from years ago or BS with BS about potential to need to fund raise in a year.
I just dont get why if people are share holders they chose to use their time to come on here and just have a dig? For the life of me its something I just cannot understand, people who are shareholders attacking their own stock constantly month after month. Its like doing viewings on a house your trying to sell and just deciding every now and then to pee against the front door.

BS, I dont know if you think I am stupid or your just talking for everyone elses sake?
When you tell people to buy something they are very unlikely to listen.
When you tell people you are going to buy in a few weeks but not until this other great investment you have delivers first your encouraging people to follow you into that other investment. Its call a shill, either you did it intentionally or not, I dont really care, but the company you did it with is very likely to go into suspension IF your right about a takeover locking in any shareholders who might actually be foolish enough to follow you. So YES I am going to call you out, either you were deliberate or not, I really dont care.
As for GOG vs HEMO performance, do you see me arguing over past performance? Do you think I Would be this excited about Hemo if it was already sitting on an mCap of 200m? Its the fact that its so low with so much anticipated news that makes it such an opportunity, vs the opportunity to be locked into a company whilst a takeover is processed for several months for a whopping 20%
But you want to win, you want the last word so go ahead, this is my last post on the matter, I am going back to my bottle of cheep wine and cigs :P

WannabeIdiot, please read my post at 09:22, I did exactly that but I have experienced BS before and believe me I would never have ventured onto the GOG board had he not started X-ramping there. He can deny it all he wants but he did. But you have my word, when he stops his BS cross ramping I will stop replying here.

No... you wanted to make it sound like GOG is a better investment in the very short term in the hope that some would follow you here. Atleast thats how it comes across. And no, if your being truthful then you wont be buying share in Hemo after a takeover here in 2-3 weeks BECAUSE A TAKEOVER TAKES MONTHS.
Your just simply wrong in your assertion that you can wait 2-3 weeks for a takeover here then sell and buy Hemo, you will not be able to sell your shares if a takeover happens. The process is very well defined here:
https://www.burges-salmon.com/-/media/files/publications/open-access/guide-to-public-takeovers-in-the-uk.pdf

For what its worth to other holders here I think it looks good, and there is bound to be a premium paid to the closing SP when an offer is made, the 52 week high is 1618 so dont expect bags and looking at the tightly controlled trades those predicting a bid of 16-18 are probably spot on, so as an investment probably a good return in a relatively short space of time, I wish you all the best of luck!

The horse analogy was started long ago and holds true and I think its very apt, we have a great jockey in Vlad who has shown incredible discipline in resource management and managed to produce CAR-T, CBR, CDX and Hu-PHEC to the point where they are patent protected and atleast 2 of these quickly approaching Clinical status. The horse is the science, IE CAR-T and it fits the analogy REALLY WELL because as a pre-clinical thoroughbred it has no handicap yet, Vlad knows how well it performs but its yet to be on the national sheets. And for the racecourse? It been specially chosen for this particular horse, a subset of AML with high demand and no current cure, a perfect target which can come with it the benifit of fast track from the FDA(Excuse that pun).
I stopped using the horse race anology because although it was apt and fitting, it was getting annoying, this is a serious company doing serious work to save lives and I felt carrying on with the horse/donkey rubbish detracts from the science.

So to your point, you have stated in your own words you expect GOG to out perform HEMO, you said that on the HEMO board. You did not use as few words but when you tell people that your currently invested elsewhere and you will sell those shares at a profit in a few weeks to buy HERE at this exact price your basically saying "GOG will make lots of profit in the next few weeks, HEMO will not"
Which to be fair if you were talking about an oiler with expected drill results, or perhaps some company with expected contract to be announced I would shrug my shoulders and say work away. But on first glance it looks like GOG may very well be subject to a takeover which is great and all..... But your missing the great big obvious elephant in the room. IF that happens your shares are suspended, you do understand that right?

I call a spade a spade, you X-Ramp on the HEMO board with GOG, a share that is likely to be suspended for months IF the takeover happens and expect not to be called out? You seem to be getting very angry about being called out, I am guessing you dont like that I came to a board your actively currently invested in and pumping away on and called you out here. So your complaint is its ok for you to come and say how good GOG is on HEMO, a company with mCap a fraction of GOG, with millions in the bank and close to clinical trials, but its not alright for me to come here and explain how HEMO is a much better investment? Is that right?
To everyone else, I apologise for the behaviour of BS he has dragged this nonsense onto THIS board by going elsewhere to cross ramp, I can only presume he wants to dump and was trying a last minute pump. I cant imagine he is actually that stupid to think a takeover could complete in 2-3 weeks?

I call a spade a spade, you X-Ramp here with a share that is likely to be suspended for months IF the takeover happens and expect not to be called out? You seem to be getting very angry about being called out, I am guessing you dont like that I went to a board your actively currently invested in and pumping away on and called you out there. So your complaint is its ok for you to come and say how good GOG is here but its not alright for me to go there and say HEMO is a much better investment? Is that right?

Your a funny chap, I had never heard of GOG until you started x-ramping it here, but if you actually believe a company will receive a takeover bid and it will complete with funds returned to shareholders allowing them to invest elsewhere in 2-3 weeks then good luck to you :-) I will drink a toast to your success if it happens, thats if I dont spill my drink everywhere being so intoxicated and all..... ;-)

I dont drink, but feel free to keep repeating that slur over and over again, have good nite, its past my bed time. As for your 2 to 3 weeks...... I would question have you been drinking....
Go to page 11+
https://www.burges-salmon.com/-/media/files/publications/open-access/guide-to-public-takeovers-in-the-uk.pdf

I guarantee even if this company does get taken over it will not complete in 3 weeks and for that period of time your funds will be frozen as shares would be suspended. That is IF a takeover does happen. For the record I have ZERO clue if there will or will not be one, you seem pretty keen to promote that it will happen, i really dont care enough to read into see if its likely but will assume your correct. From what I have read the most optimistic estimates are still < £20 per share. How on earth can you promote that as a better investment than hemo?

You do realise a takeover can take months if not years and the shares will be suspended that time while your waiting right? All for 20% which is not my figure, thats from the bullish posters on that board....
And its a transport company... Hard to picture the company bagging or even doing 50%. I am sorry I have no interest in starting an argument, I just really dont get you. Your chasing big gains here where you have to be aware the potential is multiple bags but waiting on a boring transport company that might do 20% after a few months?

Hemo does not go from 13mil to 15mil on going clinical with CAR-T, it goes back to 50-100m+ and neither you nor I knows if it will happen in the next few weeks or months but I would bet money it will happen long before a single investor in GOG gets a penny following a takeover.
IF you were just negative I wouldn't really care, MrIndia is often very depressing and negative, but he is sincere and genuine without ulterior motives so his posts dont bother me, he is actually nice guy.

Anyway having said that, no intention of continuing this debate, you have admitted you want this share to stay at this level so you can buy at a later date, everything you post has to be taken in that context.

You come over to Hemo with comments such as:
"I've already stated my aim, I intend to buy more here at around current price if/when GOG takeover is sorted out." Implying that Hemo will remain stagnant at current price for a considerable time whilst clearly and obviously cross ramping GOG on another stock. Are you actually serious? You wonder why I called you out on it?
This is your MO, you have a history of turning up on HEMO stating you want to buy X time in the future when SP is the same or lower. Its blatant deramping, its sad, it just starts arguments and turns the board toxic so I am replying to you here, the share you are attempting to cross ramp. But its really a bad choice given that here people are saying what? £16-18???? Seriously?? Is it worth holding though suspension if this share is taken over for a potential 10-20%??? Have you any idea how long a takeover could take? Its not like a takeover offer happens in a day. Share gets suspended, due diligence has to be carried out, votes etc need taken, it could be months. So your basically saying hemo will stay flat for that length of time? Sorry but are you really shocked that someone is calling you out or do you not actually realise what your saying?