RE: Blue day. Yay!!!7 Apr 2022 01:21
Ok..... So it looks like there is a certain amount of PTSD amongst shareholders, understandable but please try and take your emotions and experience of the last year out of it. Mr India, with regards to "Tomorrows opening price", at 16:08 there are 2 trades for ~£20k, its recorded as 2 sells and skewed the daily totals. It was a Bed and ISA transfer, zero impact on price. There are also many buys marked as sells. Plus most of the day it was NT to buy and the spread was massive, the MMs didnt want people buying, they could have moved the SP up and opened the taps and there would have been alot more buys but they didnt. They moved the ask up ALOT and widened the spread on very little volume early on so perhaps they just dont have much stock, maybe they know an RNS is coming in the morning, maybe they have orders to fill, whatever.... Even Zak covered Hemo today and was very bullish, especially if we closed above the 100 day MA which we did, see what happens tomorrow.
HFH, I understand we have expected a serious re-rate over and over and it never materialised. But ATM and lately the SP has had zero correlation to value or risk adjusted value. £14mil mCap with probably half that in cash is just bonkers. So as for peer level average, I have seen some sales of CAR-T pre-clinical or at Phase 1 for 100s of millions, but putting that aside, the official brokers note: https://hemogenyx.com/broker-coverage/ has the peers average at £168 mil down from £242. your 4-5p on IND is basically Phase 1, being clinical with an mCap of ~45mil. Just not realistic, 7-9p on results? Are you saying after Phase1-2a is complete? You think CAR-T is only worth 70mil when its been tested and proven to work on humans? Listen to the multiple interviews where he has said thats the point where its worth 30-40 times more, where he values the product at billions, Vlad has always said he just wants to prove it works, and that could be part though Phase 1 if results are good enough.
All of this assumes JUST CAR-T, with Vlads shackles now unleased I expect ALOT more talk about CBR which to date appears to have gone completely un-noticed. He kept it quiet for years but now he is free to talk.
Next there is CDX, Hemo mCap was ~£70 million when we believed Eli were about to licence. Vlad has stated he was speaking to other pharma about CDX so yet another piece of IP not priced in that could surprise us.
Anyway, I get the pessimism about the potential, but IMO the potential has only grown, when we get above £50-100mil and the funds and institutions start to look and buy I am convinced they will take a stake and the traders who to date have been more than happy to keep it down will get locked out one by one. Forget the rose specs, forget the BS of the past year+, IF the science works, what is it worth? What would it be worth to any other company if you didnt have such a negative experience with Hemo? War and Peace is done.