RE: Hemogenyx15 Jun 2022 11:12
One race, HUGE prize pool, multiple horses all from same stable but each with a unique bloodline. As for feeding the horses, Vlad has been very careful to not overfeed the horses and is confident that there is plenty of food before race time.
As for Falling at the first or breaking a leg and getting put down, I have never said this wont happen. What I know is you have a stable with multiple horses that have yet to step foot on a competitive track, as such they are priced as "non clinical". When the race begins and that first horse is on the line, at that point Hemogenyx will be clinical, I see nobody disputing that going clinical is huge and a massive boost to the Share Price is likely to accom'pony' that achievement.
£13mil mCap is just not realistic when the race has started, I expect multiples long before the first corner or jump.
Like many others I fully plan to de-risk at that point, when the news starts to flow and hemo are at IND stage or announce start of trials when the company has re-rated to be clinical and is worth IMO 10 times what its worth today, THEN, before any risk of failure, before any risk for needing additional feed, I and others will slice and sell some shares.
This is not like a horse race where you have to place your bet now and cannot do anything until the horse race is over, and I would not be so irresponsible as to suggest that people hold everything until the race finishes because there is a risk of failure. But you are missing the single most important point that Hemogenyx have already proven CAR-T works in pre-IND studies, so there is no risk of failure in that sense, what is pending is manufacturability, they have to repeat the manufacturing stage to satisfy the FDA that they can repeat the process in a safe regulated way as part of the IND application. That is not something that is even remotely likely to fail, its just time consuming. Once thats done its IND application and announcing the start of clinical trials.
Anyway that is enough jockeying around with the horse analogy, happy to talk about risks etc but please dont gloss over the fact that to get to the point you seem keen to highlight, IE the risk of failure/funding requirements next year, FIRST Hemogenyx have to file IND, go clinical and start the trial which I am sure you will agree is only a matter of time. That is the key point when people should be considering their exposure and level of risk as the trials get under way, but they should be able to do that at multiples of todays mCap.