Member Info for JustHereForHemo

Na thats a load of BS when it comes to low volume shares like this, auctions mid day fair enough where there are large order books but not a tiny trade like 5k shares vastly away from the real spread after hours.
Your right it will open blue tomorrow, but where it goes from there I dont know, they may want to increase volume and induce buying by leaving it blue which as we all know makes people on here happier and talking about the share. Or they may want to collect more shares so they move the spread down so it looks flat but in reality they have dropped the price. Honestly no idea what they are playing at, but its just pathetic, how many other shares do you see with UT's like this all the time. If I had to place a bet I would say at next declaration MSG will have increased holding, but I dont really care why, just wish they would stop with games, if people are buying move SP up, if people are selling move SP down. If there is no volume leave the SP alone, simples.

1.5mil buys
1.5mil sells
UT by orders logged after the close of day to mark the SP down to 1.7p, what an absolute farce.

Great to see new faces, for those who have been away a while here is where we stand:
CAR-T - Per Kingping25, Vlad is in Maryland doing a test run of the manufacturing, in the past few months he has partnered with WuXi AT and has applied for a Pre-IND meeting which should be in the next 2 weeks. Working with Hemogenyx on CAR-T is:
WuXi AppTec (WuXi pronounced Wu-shee) is a global pharmaceutical, biopharmaceutical, and medical device company.
Master Translational Research Services Agreement with the University of Pennsylvania who brought Kymriah the first and most expensive CAR-T treatment to market.
Randall Tlachac of Quality Systems LLC who led the development of more than 30 products to Phase I/II clinical trial stage, and played a major role in the implementation of Good Tissue Practices regulations
Hemogenyx have also leased a new custom lab in New York and bought a new bioreactor to allow them to produce part of the CAR-T treatment in house in theory saving money and speeding up the trials when they start.

CDX - Own outright the IP from Eli Lilly, minus potential milestone payments to be made and announced a partnership with Selexis SA just over a week ago to start production of CDX to "advance CDX programme into clinical trials and accelerating the timeline to deliver this innovative therapy to patients"

CBR - First mover advantage for Land grab opportunity with a platform which has a novel approach to immunotherapy with no known competitor.

There are other pipelines but these 3 are the significant ones at present, all 3 are targeting billion dollar markets.

Kingping25, fantastic and thank you for sharing :-)

Fair question, assuming it works the general consensus is that he will licence it as soon as he has clinical proof, so potentially mid phase 1/2a. I think the important thing for many of us is we don't want placings diluting us further locking in lower prices. The reality is that the SP is so low right now a placing wouldn't even scratch the surface of a phase 2 or 3 clinical trial, hemo can raise 30% or about 300m shares, if the sp was still around 2p,assuming significant discount to sell that many shares and fees then they would get maybe 4m? It's just not enough, nowhere near. Maybe if the sp rises to 10p or higher then a placing makes sense but if that happens we won't mind a raise down the line.
All on vlad to either raise the sp, find a partner to inject cash or sell something.

Thanks MrIndia, although that has not always been the case and I deserve some stick for parroting rumours in the past, IE I was convinced Eli would buy a year ago and was very forceful with my view point that it would happen. For that reason when I post something now I make sure I can back it up, I still hear the gossip and rumours lol, but I just dont repeat ;-D
Thankfully enough has happened in the past year that the facts are more than enough to warrant my excitement. There is a trail of positive RNS's like breadcrumbs that spell out "CLINICAL", just taking the rest of the market a bit of time to catch up :P

I did a quick google to see what others say about their pre-IND meeting and:
https://www.purdue.edu/newsroom/releases/2021/Q4/o.y.e.-therapeutics-announces-successful-pre-ind-meeting-with-fda.html
https://www.investegate.co.uk/ardana-plc--ara-/rns/outcome-of-pre-ind-meeting/200801090700443659L/
https://www.investegate.co.uk/puricore-plc--rlm-/rns/completion-of-pre-ind-meeting-with-fda-on-pr022/201606090700076773A/

Very little detail as to what was said but confirmatory statements such as:
""We are grateful for the guidance from the FDA as we move into our next phase of research," said Brett Dines, O.Y.E. CEO. "They were helpful as to what they wished to see regarding the safety profile of our product. They also offered feedback that our trial design would be effective at demonstrating efficacy in their eyes.

"They articulated a path for development that is not at odds with our vision and desired timeline. It gives us more confidence in our approach to better clinical outcomes, enhanced patient safety and an improved patient experience.""

Hi Micky, here is a link to the documentation:
https://www.fda.gov/media/72253/download
From what I can understand there is no meeting unless there needs to be a meeting. I believe when they submit the actual IND application it has to be perfect as if the FDA have any questions or issues they have to issue a:
https://www.fda.gov/drugs/investigational-new-drug-ind-application/ind-application-procedures-clinical-hold
which would look really bad, on the flip side a Pre-IND meeting is more like a Mock GCSE exam where your given the actual answers afterwards and told to take as much time as needed before sitting the real exam. If Hemo ace the Mock GCSE and the FDA say they are happy then in theory Hemo can file IND straight away, when they do they can start the clinical trial 30 days later. Unlike an FDA application it is free, and whilst Vlad could have skipped it, taking part in the PIND maximises his chance for an expedited and successful IND.
Its also an opportunity for Hemo to ask for or the FDA to suggest fast tracking which is possible which would be fantastic down the line but not really going to change anything now.

So is it a game changer? MAYBE.
If we are told nothing, zero updates then we just dont know if the FDA are happy or not, status quo.
If we are told the FDA are happy and moving ahead then thats pretty much a rubber stamp that IND will be approved and the application is just about finished so yea, you can call Hemo clinical just need to start injecting arms, may take a few months before the first injection but as they say "nailed on"
If we are told the FDA want alot more checks or something then you can build in a few months delay.

Time will tell Micky, time will tell. I am basing this on what I have found elsewhere, I dont know what if any details Vlad is planning to share, I HOPE he is transparent. I do think its very likely the FDA will be happy and pretty much rubber stamp what Hemo are doing (because Vlad brought in experts to do it). If we are a month down the line with a green light from the FDA and SP is still <2p? Well I will own another £2k worth of shares. I was always under the impression that as we approached Clinical proof the value would climb slowly. At IND it should be at an approx 90% discount to commercialisation value which would be ~ £100m just for CAR-T, but we are miles from that valuation, so I have no clue what the SP will do, only what it should do if the world was not so screwed up right now.

This is from the FDA website:
Type B meetings should be scheduled to occur within 60 days of FDA receipt of the written
meeting request. If a sponsor or applicant requests a meeting date that is beyond 60 days from
the date of request receipt, we will work with the sponsor or applicant to determine the earliest
agreeable date.
Its normally 4-6 weeks, so next week or the week after, they can ask for a delay but normally 4-6 weeks. IF it happens, per the documentation, Hemo submit a list of questions in advance, FDA respond and if the response is satisfactory to Hemo the meeting is cancelled. I personally dont know what date it was scheduled for, have seen no formal notification yet, I expect the first we know about it will be after its finished.

We used to see 1m buys and sells daily its only the past few months volumes have dried up. Mr India nobody is looking at Hemo right now, yesterday there was 3mil trades in total all day, sweet FA yet the SP was tossed around like a rag doll. I have no concerns whatsoever right now with my investment here because I know what they do, I know the potential value and I know this SP is on the floor and is unsustainable. Your right people think they can make more money elsewhere, I am happy to let them. On one side you have the pump and dumps going on in oil (which I think is mad given the move to green and potential windfall tax) resulting in days like today with ADV crashing 85% or on the other you have companies running out of cash and having to do mad placings like DMTR. Which interestingly is up 20% despite the fact there was only like 2k in trades at the time, with a placing at 70% discount coming feels more like MMS looking to offload as many shares as possible first... Say what you will about Vlad and Hemo, but atleast we dont have to worry about more dilution and we know a meeting with the FDA is days/weeks away.

Madness MrIndia right?
Appears as we get closer and closer to serious re-rate news the less and less people post, Hemo is hardly even whispered anywhere. I have cut back posting and stopped altogether on twitter but for me its because we are getting too close to FDA related news which I sincerely hope will start the re-rate and I have ZERO wish to catch the eye of the traders or P&D crews who may not know whats coming.
Remember Hemo are funded, there is no dilution coming
They have multiple billion dollar partners who are experts in getting products to clinical trials
They have asked for meeting with the FDA to discuss starting clinical trials
They are preparing to patent a platform that is unique, works against viruses and cancer and includes Covid 19
But most importantly they have an mCap of 17mil. If Hemo was valued at £200m you would be excused for getting excited at the upcoming events but realistically knowing that 100% would be ambitious. At 17mil 100% is nothing, 1000% still only brings hemo to par with many of its peers at early phase 1. SP is crazy, its unsustainable, it wont last for ever.

Morning micky, yes looking forward to a positive few weeks ahead, that all depends on what the FDA have to say though! :P
From what I have read and has been discussed the soonest the FDA can respond is this Friday and the latest is 2 weeks later so we are talking 3 weeks max theoretically. Whilst I would hope the draft answers are published I think thats probably unlikely because I cannot find many examples of other companies publishing these documents. Still, the process has started, this is what clinical pharma do, they work with the FDA and conduct clinical trials. Really cant believe its taken this long to get to clinical trials considering 3-4 years ago we were expecting clinical trials within 18 months!
Well, Ladies and Gents, Boys and Girls the show is about to begin. Will probably be a traders paradise in the next weeks and months, If you believe in Vlad and the science and believe the drugs will work then strap in hold for gold!!!
Right, off to work!

What I believe happened from bits and pieces of conversations I have picked up and from vlads numerous interviews:
There were 2 sides to Eli Lilly, the science side, the labs the scientists etc and this is where Vlad and his team interacted with the company, because the scientists from Eli were working hard with Hemo the impression amongst them all was that Eli would buy. However at the end when the lab work was finished the business side, the executive branch of Eli decided they just didn't have a place for CDX, nothing to do with the science or price or anything to do with Hemogenyx. As a company Eli were heading into different therapeutic areas and CDX bi-specific antibodies did not neatly fit into their business model. I dont think there ever was a an offer made, IMO the decision to not even discuss licencing CDX last April came before any discussion of price tag and you can tell by the RNS they published at the time it was a bit of a surprise to everyone.
Anyway that is just my understanding but I could be wrong, for once I actually prefer HemoTruths version that vlad asked for too much, in my book I would rather a CEO demand too much than sell for chicken feed. It is what it is, Eli didnt buy it then, we got shafted with CLN's, sp is in the toilet but on the upside Hemo own 100% of everything and are pretty close to clinical trials with CAR-T and now looks like CDX is getting close aswell.

Nope, he looked at my combined accounts + that of my wifes thank you very much, and also... Dr.Anomaly is very well respected both on here and twitter which is why I in particular chose him and not some random screen name who could be anyone.

I appreciate you taking the time to do that Dr.Anomaly, thank you <3

Vlad has been working very hard to get all the candidates to clinical trials, considering the fact he is working on a shoe string and has been at the mercy of the likes of Eli Lilly who delayed him he has done fantastically well. He often says things which make it sound like he will do something "soon" which ends up taking ages, but thats just him being over ambitious and making a few mistakes, he didnt lie. Cut him a break, the guy has been working flat out and deserves a little respect.

Im sorry Brewsky and as much as you are right, I am fed up of having this same argument with him over and over and over again.
As for transaction appearing in my account? You have done placings you know only too well that you cannot take up a placing in AJBell, for the record I use TS Capital who are fantastic and very reasonable prices. But again, your accusation was that I sold everything to take up a placing, which I categorically state is false.
The reality is I believed that with the removal of the CLNs the SP would bounce and bounce hard. As I stated here I was convinced the sp would recover to 5-7p almost immediately so the idea of selling anything was crazy to me.
I have messaged Dr anomoly on Twitter, if he answers and agrees ill show him because I Said i would to put this to bed but I am really done.
Notice how when I accused you of trading/selling up hemo you denied it ONCE and I just said fair enough and didn't go on to obsess about you for months? Yet you keep going on and on and on.

No that video shows I have not sold any shares when you stated I did, like i said, if Dr Anomaly is willing I will screen share with him and he can testify I have been honest. Given how far back I went that would cover up to when the last screen shots were shared last year so people will know how many shares I hold. You want to know my total holding and how many I bought in the placing and not going to give you that pleasure. But as for 2m shares? Dr Anomoly would you be free to jump on a zoom call for 2 mins whilst I show you 2m+ shares in my AJ Bell account all which pre date the CLNs?

MrIndia, the people you are talking about are investors and there are not enough holding here for the long term unfortunately, the traders who are moving the share dont care about long term prospects. You know this is massively undervalued, I know its massively undervalued, the dog in the street knows its massively undervalued. It is not sustainable, it will bounce at some point, FDA meeting could be a little over a week away now or upto like 3 weeks away. This company is going full steam towards clinical trials, its like the dentist, close your eyes it will all be over soon!

Here you go, should not have to prove anything to anyone but getting fed up with you telling others that I am a liar not to be trusted because I sold all my shares to take part in the placing which happened in May last year. I am not going to show my full portfolios because its nobodys business.
https://vimeo.com/665965818
Like I say in the video, I have no online portal for the Placing shares but as your accusation is that I dumped to buy them that is irrelevant anyway. People may have saved my old screen shots, they will see that most of my money was always with AJBell.
My IG account... Well after the CFDs got wiped out it was left in a negative state, they closed any of my leveraged accounts and I only really started buying there in my dealing account after that so whilst there are alot of shares in it that proves nothing.
I am done defending myself to you, enough is enough, if you still dont believe me and someone like Dr Anomoly who has excellent standing among us all is willing too, I will screen share with him and he can see my entire Portfolio and every trade, but honest to god I am sick of being called a liar when I have stated to you on multiple occasions that I was willing to prove to you that I was telling the truth. Unlike others I am NOT a trader and have held steadfastly here throughout the entire CLN fiasco.