Member Info for JustHereForHemo

And many land licencing contracts worth many multiples of their mCap so yea, thanks for pointing out the obvious :P
Considering though that Hemo have the money set aside for Clinical trials, its irrelevant here.

Vlad does not speak until Wednesday so Thursday/Friday is when we should HOPEFULLY see some new interest. Looking at how flat its been I dont think it would take much interest to push the SP up and if its pharma investors willing to hold then so much the better. Tiny volumes recently but buys have been outstripping sells so we are going in the right direction even in a very bearish market. HT, maybe, I dont think there will be a flood of investors either but we dont need a flood. Averaging about 2mil traded per day recently, more buys than sells and moving up 1-2% a day? If we attract even a very modest £100k in new investment from private pharma investors? The mCap is that small and the level of trades lately that tiny we really dont need many investors to start buying.....

It will be a very telling week, we are pretty much at the end of the pre-clinical stage and Vlad is now able to openly talk about all the candidates including CBR. He is talking to a UK audience and we have no persistent sellers left that I can see. If Vlad can do a good job at convincing people that Hemogenyx are worth investing in then we should see some movement north.
The conference he is talking about CAR-T and CDX but there is alot of time to network and I am sure he will be having other meetings outside this conference with investors and the like. On top of CAR-T and CDX we have potentially ANOTHER scare in the shape of Monkeypox (Which I doubt will be anywhere near as widely spread as Covid). As cold as it sounds, but outbreaks are good for Pharma as seen this morning many pharma stocks are up today. Given that CBR COULD be used for Monkeypox I would hope that if the opportunity comes up this week Vlad does discuss it with the bigger pharmas. He may be over here to discuss cancer but sometimes a gift lands in your lap, it would be rude not to accept....

He was talking about assets the company had invested huge amounts of effort in that have a massive potential, Hemogenyx dont have a cure for Monkeypox and have not spent any time or money (That I know of, I could easily be wrong) on developing one. They own a platform and with it the right to sublicence the concept to any virus. IMO that tweet applies to the platform, its potential is huge, to sell CBR as an unproven technology would be a complete failure. But selling the rights for someone to exploit as a treatment for Monkeypox? If someone else wants to take it on, take on the costs associated with development testing and the associated risk if it fails? Unless Vlad had designs on developing CBR himself for Monkeypox he absolutely should be open to licencing it straight away, and if he is confident it will work offer it with no upfront payment, milestones only if it works and share of any future profits. The more people using CBR or working with it the better the chances of seeing it in clinical trials sooner rather than later.

But again, We dont know who Vlad is talking too. We also dont know if CBR is autologous or allogeneic. Hopefully we will get more details soon but its possible that while CBR WOULD work against viruses such as Monkeypox its still not cost effective to develop. If the end CAR is an off the shelf (not patient specific) treatment that is cheap to produce and quick to replicate then it could very well be an attractive treatment for Monkeypox and as such attractive to big pharma, but if its patient specific like HEMO-CAR-T then its going to be hugely expensive and less attractive as an investment for big pharma. "CBR to program human immune cells" - KINDOF suggests its Allogeneic or “off-the-shelf”, but its not black and white.
We dont know if it is specific immune cell (NK, macrophage, B-Cell) or can they modify the CBR to program multiple immune cells. Does it modify the immune cells to then express one or more receptors such as CD36, 40 etc? Is this like CRISPR in that it modifies the DNA of the cells? Does CBR behave like a virus, something they can inject and it seeks out the cells and alters them, or do they have to draw blood, isolate the immune cells, grow and multiply them, somehow have them mutate until they express the desired receptors before injecting back into the body? HOW does CBR program cells......??

Anyway, I am out for the weekend, back on Monday. Hopefully we start getting some more details about CBR soon. When we understand how it works and is produced we will know better how big the potential.

HT you are looking at this with a very narrow viewpoint, your talking about CBR as if there is even the remotest chance in hell that Hemogenyx are going to take it forward on their own. Hemogenyx dont have the money, they dont have the staff and they dont have the facilities.
But thats irrelevant.

"Vlad: So in the case in the case of CPR, we have a platform that can be used to generate multiple product candidates. And obviously we cannot handle ourselves. All aspects of this technology. So most likely we will try and most likely we will find people or institutions or governments that will be interested to take over, to partner with and take away a part of that platform for a specific indication or a specific direction."

If Monkeypox starts spreading and getting more media attention then there is every chance that someone will sign with Hemogenyx to test CBR on it. Like I said, it took a few months for Eli Lilly to have a treatment for Covid-19 ready to test, there are plenty of potential partners out there, if one of them decides to take CBR to tackle Monkeypox then it wont take THEM years to get it ready to test. As to the likelihood?? Well we know big pharma are greedy and this was yesterday:

"The US government has placed an $119m order with Bavarian Nordic for the Jynneos vaccine, which is effective against both the Monkeypox virus and Smallpox, the biotech company revealed.

A further $180m is also ready and waiting to buy even more vaccines if or when it is needed, altogether enabling the country to get 13 million doses into the arms of the American people."

According to the CDC, there's no proven treatment for monkeypox specifically, but the smallpox vaccine, antivirals, and vaccinia immune globulin can be used. Hemogenyx arguably are further ahead than anyone else when it comes to a specific cure for Monkeypox. I really dont know if Hemo will find a partner for monkeypox , I am not going to even suggest they are in active talks at the moment because I have no idea.

Vlad himself has said Yes it would work against HIV however so its hardly inappropriate to mention it, but again, it needs a partner to take it forward.

Pretty sure he said: "then of course it could cure Monkeypox."
The RNS says:
" the platform is, in principle, applicable to almost any form of virus."
So either RNS is lying or HFH is correct
Not one of us believes Hemogenyx have the time, money, manpower to develop CBR for Monkeypox, does not mean that CBR would not cure it. Nor does it mean that Hemogenyx wont find a partner to develop CBR for Monkeypox, NO suggestion that is going to happen, this is not a ramp suggesting there will be a licencing deal next week. It might never happen for Monkeypox. BUT its possible. Vlad was able to get into bed with Eli Lilly, Orgenesis and J&J long before they had anything even remotely ready for clinical trials.
Hemo would take years and millions to get CBR ready for clinical trials, but Eli developed Bamlanivimab for Covid-19 in 3 months and got emergency approval not long after, they sold millions of doses before it was even approved to the US government. There is an acceleration program now for Coronavirus now too:
https://www.fda.gov/drugs/coronavirus-covid-19-drugs/coronavirus-treatment-acceleration-program-ctap
If Monkeypox gets more serious then expect to see a willingness to fast track treatments.
That does not mean CBR will ever be used to cure or prevent Monkeypox, HFH didnt say that it would and I am not saying that it will, but it COULD. Likewise it could probably cure/prevent HIV, Zika virus, Dengue, Ebola etc.....

I am not saying ANYBODY is talking to Hemo about CBR for Monkeypox, but does anyone here actually know who Vlad is speaking too? Does anybody know who this company is that granted Hemogenyx access to the BSL-3 labs to test CBR in vivo was or exactly what pathogens he has access too? Does anyone know how long it takes to produce a CBR for a new viral target? Did anyone here have even the remotest clue they had have been working on a treatment for Measles for years?

We are all in agreement, we all want a new website, we all think its unprofessional and we all think it should be updated. I dont think its had a major impact on the SP, but its impossible to tell, even if its had zero impact on the SP it should be updated. I dont think we should obsess about it though, it just detracts from the more important issues like Vlad coming to the UK on monday to speak to alot of big companies and wealthy investors. I agree the USA confrence did little for the SP however we had non stop selling in December and January for various reasons so any buying would have been sold into anyway. We have not had any serious selling lately that I can see so should be a better indication this time of how investors feel, in addition its UK and as a UK listed company its much easier for those investors to buy. There is no guarantees what will happen next week, but I remain very confident, I have watched some of his previous presentations and he comes across very well. This close to clinical trials at all time lows with additional pipelines one of which could maybe cure Monkeypox? We dont need many investors to buy next week, the mCap is tiny so any interest should shift the SP north. Anyway, its friday, have a good weekend all, we will see what the investors in the UK think next week :-)

I think the Website is shocking just because its a WordPress site and its REALLY REALLY easy to update. I dont mean redesign, rebuild etc, to just like add a new lane to the pipeline, add a bit of description on CBR to the technology etc, it would take an afternoon and zero cost. I have offered before to do a zoom with someone at their office and talk them though how to do it or do it for them free of charge because it really is that simple. I have been told in the past they are too busy or they will discuss it ect.... This excuse is not valid, its Wordpress... Anyone who has used it knows how quick it is to update and just add or update a bit of content. They still have the old address on it too, so at this point I am starting to wonder is there another reason?
It is possible that they hired someone or a company to do it years ago and they have administrative access to the blog posts/articles , IE the RNS's but whoever it was who did the website is long gone/disappeared and they just dont have admin access to the control panel so they cannot update the site until they take control.

All that said... Its a website, its not going to have an impact on the share price, it wont put off investors who want the inside track. Experts in the field will want to see the patents, they want to see results and details of the products, a pretty website is great but I dont expect it has had much impact on SP. Nobody standing listing to vlad next week is going to think "Oh looks good, I might invest, but let me check their website first...."

I wouldnt worry, probably just one trader who dumped 600k then fired though a few tiny sells within a few seconds of each other and took a small profit. Probably thought the SP would drop so they could rinse and repeat. But MMs still happy to take plenty at 1.4151... Buys still outweigh sells, we are still up and still blue :-)
IMO its just stupid to sell now, if a trader wants to trade why sell today and not next week?
There is no real downside to next week, either Vlad convinces people to buy or not, either he get investors in the conference excited so they buy a few shares or they dont bother. Maybe we dont see a rush of buying and SP stays flat next week, but maybe we do and it goes skyward, find out soon enough I guess!

Fireguy, you and me both, I presume it would work as its a virus, presumably all Vlad would need is the protein signature of the virus and details of the receptors, IE no infectious material, to produce a CBR for Monkeypox something they could do in their own labs. But then your into requiring BSL 3 facilities to test etc.. It would be fantastic if Hemo did announce they have tested CBR on it, but I wont hold my breath. Maybe next week he will find a partner who could take CBR and develop a treatment for Monkeypox, cant see Hemogenyx having the free time to do it themselves though, but who knows, anything is possible :-)
Either way, how exciting is it that its even possible? A platform that probably COULD cure Moneypox and Hemogenyx own the IP 100%? Even if they dont exploit it, they own that treatment and technology....

Morning all, MrI, Genedrive is on the radars of a few of the well known share pumpers so its being traded. Hemo is not, its excluded from almost all polls and its rare anyone else will bring it up. GDR was one of the big Covid stocks from a few years ago and has alot of holders who missed the exit and are still generating noise and volume. As much as I might like the company they still produce a physical product with a finite market. Any contract they win no matter how big is never going to translate to profits, they have manufacturing costs and lets say they win a £50m contract, how much of that is up front? They have some good tests, the NHS have bought some, but there is a limit to how many units they can manufacture and sell without fund raising to scale and how much is profit? BUT they sell a product, its approved, there is stuff in the media, its easy to pump and get people excited.
Compare to Hemogenyx. Nothing yet approved by the FDA, no patients yet to show cured, nothing licenced yet. Nothing in the media, no doctors talking about it, nothing in the Pharma publications about CAR-T etc. Very hard to pump people up and get excited about.. But lets look at the potential, CBR, CAR-T, CDX, Hu-PHEC, they are all Intellectual Property, Vlad wont sell 1000 units of CBR, he will sub licence the platform for a given condition such as Measles or Monkeypox or HIV to another pharma. There wont be any overhead or scaling up of production required, it will be an upfront payment, milestone payments and some sort of profit share if it goes commercial. Pretty much all profit for Hemogenyx, and he can do that many many times with CBR, CDX and the like. Potential returns here on any licencing is huge because its all income without any great associated expenditure.
That link that Chris posted (Thanks Chris!) was great, it shows that we are at the bottom but things are moving and the money being thrown around is massive:
https://www.geekwire.com/2022/biotech-stocks-are-getting-crushed-but-industry-insiders-say-theres-reason-for-optimism/
Here the average upfront of licencing deals last year was $25mil:
https://www.evaluate.com/vantage/articles/analysis-insights/licensing-deals-rack-2021
"But billion-dollar up-front deals are very much a feature of recent times, and are mostly found in the oncology space."

It will take ONE licencing deal to land for Hemogenyx to receive upfront payments potentially multiples of the current mCap. We dont know what discussions are going on behind the scenes, all we know is Vlad has stated in the past he was speaking to other interested parties about CDX, we know he wanted to protect CBR before he started talking to potential partners and we know he is coming to the UK on Monday:
"Our presentation at the Immuno-Oncology Summit Europe 2022 provides the Company with a great opportunity to inform the scientific, industrial and investment communities about our achievements and increase the Company's visibility globally."

Who knows, the way I look at it there is little chance of the SP dropping, its not "news" there wont be any sell on RNS because its not an RNS. Even if he flops there is unlikely to be many existing shareholders at the conference to sell. BUT? If it goes well there will be lots of matter experts, living and working and investing in the UK, would it take many of them to invest to move the SP? Would they be investing for 10% or because they know CAR-T licencing deals are often 500million+?
Likewise while he is here who knows he may have other meetings planned, here is here for a week and the conference is 3 days, what other meetings has he lined up? What other developments could there be?

Maybe nobody will buy next week, maybe Vlad will flop, but its possible he will persuade a few investors to buy. Maybe they like the CBR story, maybe they like CDX and its potential as a replacement for chemo. Maybe they just like the plain and simple CAR-T story, a candidate that the company are soon to submit a IND for and they know the size of the market. The value of Hemogenyx should be 100m+ IMO, without a doubt absolutely should be 50m+ but 20mil or 2p per share? Basically we dont need lots of news, we just need the pharma investors in the UK with money on the side lines to have a look and notice Hemo who know the value of pharma and want to invest not trade.

Hopefully the market as a whole perks up next week, I see a potential for new investors with very little downside and another week closer to IND application. Hemo is an easy hold for me with many advantages:
Its NOT A binary hold - The tests are done, IND preparation is intensive but unlikely to cancel, maybe CAR-T will fail in trials, no guarantee it works, but going clinical = re-rate and with it opportunities to de-risk
Its NOT being pumped or on a bubble - We dont have groups pumping about upcoming spud results which will either be a duster or sold on news irrespective.
No imminent need for cash - Going clinical, signing a licencing agreement etc, none of these require huge amounts of cash, infact licencing equals a cash injection. Compare that with a covid test stock or oil/gas/mining stocks, if any of them have good news its often associated with huge expenses to dig/drill/ramp up production, with that comes large placings.
They actually have something - How many small caps being pumped as "cash shells"? Plenty get ramped because they are "looking for the perfect RTO opportunity" or are assessing options. Your investing in hope and luck while often placings continue to pay for directors to enjoy the highlife.

What happened there.... Fingers got away from me, sorry for wall of text...
TL;DR : Hopeful it goes 2p+ but its hard to predict with Hemo :-)

I understand your sentiment but while I dont think he would intentionally delay news I do think news AFTER people know about Hemogenyx would be better. I highlight the CBR and Final Results RNS's I think we can all agree they were very good updates yet the market reaction was? Not great.... Both ended down after a day or so with no bounce whatsoever from either. I dont believe it was because the market saw the updates as negative (because they weren't) just that as a whole nobody bothered to read them.
We dont know how many of the investors or scientists or Pharma bods next week will take an active interest in Hemo, I would hope a few at least. For me I would rather have fresh eyes on Hemo first before any more news lands. But like I said, I dont think Vlad would delay anything intentionally for that.
Even with that said I am as shocked as you are by the low interest, this close to clinical with so many potential treatments??? Even today its been announced there is Monkeypox in multiple countries including UK and the USA, its a viral infection with no cure and only vaccine in development. CBR would be perfect if it was ready, its not but it just highlights the need for a platform like this. Covid-19 not over yet and already we are worried about a new disease... The future for companies like Hemogenyx with potential cure for disease-x outbreaks is very bright indeed. We also have a huge focus on cancer in the USA which will probably be fruitful to Hemo at some point. Its frustrating but there are so many potentials here right now from potential for funding, for scientific results, IND applications, licencing deals, in vivo results..... At some point one of these has to land and kick off a re-rate, cant go on waiting forever something has to land :P

He will release news when its ready to be released, its either a flaw or a quality but Vlad does not delay or schedule news just to help boos the share price.
MrIndia, looks like a very great number of people are waiting on the sidelines in cash, many articles now saying the stocks, shares, bonds, crypto markets etc are all pretty much at full fear/capitulation stage. As Learn pointed out, we are actually blue with sweet FA selling when the rest of the world is largely red as people sell what they can to get to a cash position. The fact that we are blue with no real sells on days like this is absolutely incredible. It is a testament to the fact that these shares ARE in sticky fingers, yea not alot of buying going on, but thats the same everywhere, nobody is buying anything, but to actually be blue on days like this..... Very nice feeling I have to say :-)

Dhub if your on, I know you like to trial buys and sells, might I suggest you try and get a quote to
SELL 1,000,001 shares (1.361p to sell full million, slightly better than advertised bid is 1.35p)
and
BUY 1,000,001 shares (1.8565p to buy full million + 1, significant premium to the advertised ask)

Anyway, quiet day, hopefully interest picks up next week when Vlad hits the UK and starts engaging with investors and big pharma. Only needs one big fish to bite! Some big money being flashed around elsewhere at some point some will land here, I see RedX raising 30mil for development today, more than twice our mCap! Thats not even a licencing deal just a funding round!

I have spoken to people at Hemo about that very issue before PK and I am in complete agreement with you, however the feedback I got in the past was they have tried that and the results were not very good and it was not worth the time or money spent. But IMO that was then, this is now, its a different company now, they are much more advanced. They say they are doing PR, and YES I agree they are doing some but its the same problem, the conferences in the past were for an american audience when the company is listed in London and the interviews etc have been TMS or Zak Mir. Now the TMS interview was absolutely fantastic, anyone not listened? GO AND LISTEN. But the Zak one was awful, you also have the problem that most of the audience is traders who want to chase the thrill of a day trade and invest in rampy oil or mining stocks as they prefer to throw their money away after placings. Even if his audience did like what they heard the vast majority are only going to buy to dump for 5-10%.
Its so frustrating when you chat with traders in forums and groups and its clear the science goes wayyyy over their heads, they can grasp the concept of "Spuds" with oil stocks and thats about the depth of their knowledge. Unless you give these traders some sort of carrot, a nugget of imminent news which they can sell on they are not interested.

Vlad IS speaking to investors next week, the company knows they cannot exploit CBR to even a fraction of its potential alone, he has to attract other pharma to develop test and progress CBR for the multitude of viral and cancerous targets it can treat. But we literally at the lowest point we have been for years in the best position conceivable, we have a company with enough cash that they will not need to raise at this low share price, enough cash to start clinical trials, multiple candidates that are targeting billion pound markets and no debt. Some companies are worried about hitting oil or assay results. Others need to raise funds or are waiting for lab results. Literally the only problem we have is a lack of PR?????? Its an incredible place to be as an investor, especially when you know Vlad is about to start talking to investors. 13mil Mcap and he will be speaking to a conference hall where its likely some of the audience have more than that in their bank account! Even a single HNW investor sticking in £100k, peanuts for many but thats still more than we see in volume in an entire day!

Ok I am going to go and do some work, sounding rampy even to myself, but I am still going to hit Post. Why? Because its true, potential here is huge, at some point its going to re-rate, I hope its next week.

Agree with you there, IMO there in lies Vlads greatest weakness, not in the science but failure to get the message about how good the science is. The RNS for CBR https://www.lse.co.uk/rns/HEMO/cbr-update-fywrltwvmef20hc.html got next to no attention, the only discussion or sharing of the RNS was amongst existing share holders of which very few of us are scientists or in the medical field. But it was an incredible update, as was his interview which is here:
https://total-market-solutions.com/2022/03/hemogenyx-pharmaceuticals-march-2022/
People often ask me what is the next bit of news that will shift the SP, IMO its irrelevant unless people see the news. Next week Vlad is in the UK, he is speaking to investors and he is going to a very prestigious conference where he is not doing a poster session like every other time but actually speaking to a live audience, go on YouTube and look for old presentations, he comes across very well.
Of course there is no guarantees, but look at our market cap and daily volume, all it will take is for Vlad to capture the attention of one or two larger investors here in the UK who thinks Hemo is a worthwhile investment. I would be incredibly disappointed and shocked if we dont see any new investment from next week, UK investors, an Immuno-Oncology Summit just as we are starting to see shoots of recovery in the markets and what looks like a softening in the war. As HFH says, a seminal patent is huge and we have yet to see any boost from this, but again how many people have yet seen it???? Hemoknowledge is right we dont actually know who in terms of the Pharma world are speaking to Vlad about CBR, if people are speaking to him about it they are not going to broadcast to the rest of the world nor are they going to buy shares on the open market. We will know when its too late and licences are signed.
IMO we have found the bottom and have been stuck here for a very long time, I am confident Clinical trials and FDA approval etc will have a massive impact on the share price and company as a whole. However even before that, I believe what we have is that good that when Vlad starts to talk to people, IE investors in the UK, people will see the potential and invest now just because its such a bargain.
13mil for CAR-T, CBR, CDX, Hu-PHEC AND 6.8mil in the bank??????
This share price is madness, its unsustainable, we have not seen any serious investment yet, but again neither have we seen any sort of PR. Will next week be the start? I dont know, but IMO with the confidence of no dilution its either sideways or up, at some point the market will wake up.

Sarah: Did you say governments then, Vlad? The development partner could include governments. That's the highest level of administration in the land. Is that what you said?

Vlad: Yes, we are trying to. Talk to. You can call them governments. Yes, because it's absolutely clear now that emergent viral infections are as probably as dangerous as I'm afraid to say it's nuclear weapons, because it's absolutely clear that a developed country can be brought to its knees by bug that kills .01 percent of the population. It basically stops economy, disrupts everything. You don't even need to kill 1% of people. It's enough to kill 0.1% of people. And it creates enormous fear and people stop functioning. And so that's why governments and very large institutions that are designed and created to take care of stability in a country must be interested in something that can prevent such a horrible event.

Sarah: Yeah, I totally agree. Well, hopefully those conversations are already underway now. You mentioned patents a couple of minutes ago. Is this chimeric bait receptor? Is it well protected? Is it well patented so that no one else can create something similar and overtake you?

Vlad: Well, right. So we filed the provisional patent application, a very large we call it like a seminal patent application that protects different basically protects CBR as a platform and different types of applications of this platform for both viral infections and cancer. So it's a very large patent application.

Spot on, your absolutely right. 10p = 98m mCap, which is approx 30% down from previous ATH mCap despite the fact then it was just some hype over Covid but now we are actually about to enter clinical trials and have details on CBR. In addition 98m would still be about half the average mCap of Hemo's peers as a discovery/early clinical pharma with similar core (per brokers note). Assuming the Final Results are correct (Which they are having been audited and signed off) Hemo will be Clinical by then so when you exclude pre-clinical competitors an mCap of sub 100m becomes even more undervalued.
Hemo did 1.2p -> 9p in April 2020 off the back of a tweet, the interest was there, the volume was there but there was not a lot of stock. There is significantly more shares in issue today but likewise the company is ALOT stronger.
Wish I had a crystal ball to forecast when it would happen but I am confident it will at some point.
I see clinical trials as a fairly safe backstop to re-rate, hopefully happens sooner but knowing there will be no dilution means its just a waiting game.
Seems like all the attention is focused on miners or oilers atm, stocks that either end in dusters or placings and are awash with toxic loans and lenders draining liquidity from the markets at the expense of PI's who just keep chasing. Been there bought the T-Shirt with Hemo, toxic debt is bad news, exchanging one bad loan for another is still bad news. Not sure how many people appreciate how good a position Hemo is in right now having the cash banked to pay for trials, their own labs and equipment to save on the Millions it would cost and owning 100% of all candidates this close to clinical trials.
So Mjng, yep 10p is very achievable, IND and being clinical should see us re-rate as a clinical pharma which is double figures. Next week? Next Month? 3 Months down the line? No clue, but what does it say about people these days that they are so impatient they dont want to invest until literally the very last second? Fast Food, Fast Clothes, Fast Investing... Rant over, lots of work today.

There are much higher requirements to list on NASDAQ or NYSE, at the time they didnt have enough assets etc so RTO to LSE Main Market was the best option to list on a respectable market. As for Americans buying LSE stocks? They can but its not as easy and they are asleep for most of our trading days so I really dont think its that common, maybe an American investor will provide more info?