Member Info for JustHereForHemo

Alde, to be really clear I was talking about the FIRST HG-CT-1 patients and was talking about the many many CAR-T good news publications of which there are alot. Not seen any for hemo yet, I hope that changes soon. But point is, the obsession with "its only safety" doesn't hold water when your an actual patient, its the same reason we ethically dont use placebo here, the treatment should have some measurable benefits for the patient.

If i have RR AML and doctor gives me weeks to live and I am offered an experimental CAR-T having seen many newspaper articles about ground breaking results I am not saying to the doctor: "I dont care if it works or not, but what's the safety profile like?".

Fine, fair enough the PRIMARY goal is safety, but for the love of god can people stop pretending efficacy is not present or measured? People dont take part in trials "for the greater good" they do so for a cure or atleast a few months extra with their family. Was there efficacy? Yes. Black and white, yes. None of us know to what extent but more than None and that's ontop of the safety.

For RR AML where you have reached the end of the line with existing treatment, even 1 extra week makes this company worth alot more than 50m.

Jezza, go and read the many many RNS's... There has been efficacy, P3 had ZERO AML blasts detectable *(Sounds like a cure) and there are comments like this littered all over the RNS's: "This important step builds on the safety and early efficacy signals already observed in adult participants "... Its right there in black and white "already observed"

Wow, that was an impressive word salad even for you...

Person, woman, man, camera, TV.

Have a great weekend!

Pumpkin doing a small topup? 05-Jun-26 11:49:05 740.00 8,875 Unknown* 719.00 745.00 65.68k

You missed a few options:

1, No patient selected

2, Patient Selected - in final screening/harvesting/insurance -> ?????

3, Patient Selected - Manufacturing -10->14 days

4, Patient Selected - Manufactured - Lypodepletion -> 5days

5, Patient Injected - inside 48 hrs safety window

6, Patient Injected - Outside 48 hr safety window but this is hemo and an RNS takes 5 years to release.

Https://www.lse.co.uk/rns/AVCT/ <- People will note there is not a single reference to individual patient selection/injection/results here or in fact the vast majority of pharma.

FWIW I believe Hemogenyx will announce P4 and C1 either after injection or after the safety window, I dont expect an update until that happens and once it does get underway? I fully expect the cadance of trials to ramp up significantly but the individual patient updates to stop, I am making this assumption, not been told. IMO RNS for P4/C1 then RNS when Cohort 2 completed, BDSM submission etc.

The waiting is frustrating to us all, I am bullish, upbeat, positive, but I still hate waiting, we all have that in common :P

Not attacking, but why hang around? You have put your funds elsewhere but you stay here? Idk I just never understood why anyone posts on shares they dont believe in and are not invested in?

To each their own, I am happy that the board are now exposed, I trust them to start delivering, you 2 dont agree, thats fine its your opinion, but yet... In spite of that you hang around, you do have to wonder why :P

Yet tries to argue with their logic..... :P

That being said... Vlad has stated several times he is in talks with BP, he knows what they want, they know what they want, they are not talking about the weather. There may be no formal offer in place but Vlad knows whats required from him. Is it P4, is it P4,5.,6? is it Phase 2? Whatever it is THEY want, Vlad chose now as the time for HIM and the board to seek exposure.

Ok, we have investor Alde, so lets engage.....

Will there be a buyout? At the point of the options being granted it would be incredibly dangerous for there to have been an offer on the table, legally very unlikely. So lets agree no buyout right now. But lookiing at the wider market and there are a tonne of Bn+ buyouts and licencing deals of early pharma including CAR-T at P1 or before so are we too early to buy/licence? No, just has not happened yet. IF we had been bought a month ago lets take Feldman and Van Bman for an example, 1bn buy out, they are responsible for quite a bit over the years, put money in to launch it, review hospital protocols, had the concept of FLT3 etc. Their exposure to that 1bn? less than pumpkin. In my opinion until they DID have some sort of exposure in place there would be no deal OR there would have to be some very questionable arrangement to reward the directors retrospectiavly.... I frankly have no clue how they would achieve that?

I will not sit here and say the BoD have been aligned with shareholders for years or acted correctly waiting until now, but I think you will agree, except for Vlad none of the board had any ownership, no options, no LTI, nothing formal about % split of any deals or special dividends. So why would any of them care or support or want a merger/takeover? They would want to continue, they would want maybe licencing deals to bring cash into the company but its a public company at some point they needed exposure and I suspect since day 1 they have all agreed at some point options will be granted.

My biggest gripe is that over the years they had the oppertunity to take part in placings, show support and that would have helped the SP and lessened the dilution. Should the SP double or triple before a deal however and the board do want to exercise options? Total support in doing so.... some of them are getting on in years and..... yea... Plus cash into the company from an orderly RNS'ed exercise of Directors warrants is a whole different world to Peterhouse flippers forward selling and trolling.

Bottom line is, how we got here may be a bit murkey over the years but I believe this action in isolation WAS in the interest of shareholders, even if others dont agree, 80% of a big pie better than no pie atall!

50% of all posts are yours having a wee rant there :P *(About to break that percentage!)

1's NOTHING is free, they are no different to warrants, I got warrants as an incentive to invest in hemogenyx, that was my incentive to help the company, I cant help clean petri dishes, but I made a contribution which was cash and I got warrants, much cheaper than these btw. There are board members who have made significant unsung contributions and continue to do so which have never been paid. They have had past options now lapsed but that does not undo their contributions or repay the cash they put in to launch Hemo or give them back the hours worked..... For nothing. WE got warrants for funding, they got options for actually making Hemogenyx, so nothing is free.

2, Lets assume your right, they are evil for not putting their money in earlier and riding the risk and taking the pain like the rest of us. That would have made us all feel better and maybe helped support the SP. They didnt, they knew in past years they needed to raise alot of money and didnt have faith in the london markets. They made the decision not to invest. Now they think its a good time to get exposure. What I am saying is you can morally disagree with it but logically? Very hard to argue with this.

Either way, you can be a bit upset or just see it as a very good sign or be totally onboard, its irrelevant, while some argue the morality nobody is arguing its a bullish sign and given most people here are traders.... the arguing is really just pointless....

You mean where the board were awarded options that give them exposure to upside share movement if they manage to deliver and restart trials and get things going but reward them with absolutely nothing if the SP does not move up? That grab? The one for some which is in lieu of 10 years of getting paid for their contributions to the company, that one? The grab that means to capitalise the board have to inject cash at a premium to todays SP to actually get the shares and incentivises them to actually try and help the SP instead of years of dilution and discount placings with Peterhouse as they used to do? That share grab? the Share grab where they didnt get a single share free of charge? Thats the one?

Yep, very little buy or sell pressue :P

The presentation pack says patients had 34 reactions which were completely unrelated to CAR-T and THAT IS NORMAL! They are getting Chemo, they are suffering from cancer so yea, again, 34=nothing to do with Hemo. 2 related..... 2. Ans as per https://www.lse.co.uk/rns/HEMO/annual-ind-report-with-fda-m4ahtq29a8rr3au.html they were delt with. There is absolutely nothing new in that report, most of it is old, not one new piece of info in it.

And FWIW I agree Alde, they SHOULD have taken part in the placings with us and I had calls and emails and tried very very hard to get them to take part and while at one point it looked like they would in the end it did not happen. None of the board had the same confidence that I did that our placings would be different.

Now??? After years, after waiting 6 months for the next patient, after waiting for tech transfer and CDX relaunch and god knows what else? NOW when the company are loaded on cash, safe from placing and about to start updates the board want in? Is that a surprise????

Should they have bought sooner? Absolutely, they didnt, they are in and exposed to the upside NOW.

As Aldebaran once said and I will agree with:

"But its done. Either sell up or shut up now I guess."

This is me shutting up, ttytm, but not about the options, its done, they have my support.

MrJinx, no. I could and its incredibly naieve if you think you know all thats gone on in recent years, you dont think the brokers and traders tried fighting back when we started to sort out decent investors? You dont think bags of money were waved under his nose?

Yes, YES I trust Vlad and if you think I would risk it all on someone I did not trust in a company I did not believe in your a fool, I dont use LSE to attack or try and influence the company I speak to them like an adult. This BS "Oh but he could do this or he could do that or whatever..." I dont need to justify my opinion, I know what Vlad is like, I beleve the options are a little high but fair enough that I accept and I think those who are complaining are cutting off your nose to spite your face as time and time again you keep pointing out how vlad DID NOT represent your interests as a shareholder as well as he could have and then land in some fairy land believing that Vlad as a non shareholder will do better??? Grow up, you WANT him as a stake holder and I dont give a toss if they options are free, they ARE a massive incentive to deliver us value. 4% for Vlad and 4% for MrsV? FINE, ofcourse THEY DESERVE IT!!! They do, its not even up for debate, the others??? How the hell should we know? I think 2 of them have never drawn a salary and only get options all of which are gone so yea, 4% each? Fine! Now they should care about the SP, Redmond? I like him, he may be old but he has put in the hours, maybe 4% is too much but its done, aint going to change, I have no ill will.

No they cannot just do this again because yes WE CAN over turn things we disagree with but most of us are happy to let this stand so it stands.

WHY it matters????

https://www.fiercebiotech.com/biotech/asco-kelonia-keeps-vivo-car-t-momentum-rolling-nutty-100-response-rate

Because CAR-T WORKS. Because its worth billions and I want a slice of that and I dont want Vlad or anyone else on the board having anything on their mind but making us all ALOT OF MONEY.

Bottom line is it is done, it is legal, the BoD have incentive. Those who want to argue about the "fairness" or the percentage given the bod are the ones actually responsible for Hemo are free to so so, but I care more about what the board do next, eg P4, C1 and Estonia. I would rather have a piece of an 80% pie worth billions vs a slice of 100% pie worth nothing.

The board think the pie is worth tasting and that's reflected in the fact that despite the ooodles of posts complaining nobody is backing it up by selling.

So great. If you feel good getting it off your chest that's fantastic, but now its just noise. Its not going to change, the board now either deliver or those options are worthless pieces of paper.

Yep, no cash burn reduction either... let's round up to an even 1m a month? 🤡

Honestly your making me happy confirming your out so 😊

Are you truly this stupid? Like truly? How can you not recognise that there was recent placing at £8, before that there was a placing at £7 with warrants at 9. The current SP is £7. Its incredibly common to do options at a premium, but over 100%!!!????! Like seriously???? Is this even a serious suggestion??? This is a stupid suggestion and it would have all the trolls screaming how this is some attempt to manipulate the SP OR insider information. Like How the F am I even justifying responding to you on this?

IF this was a grant of SHARES, not OPTIONS but SHARES, THEN you could justify tiered vesting with various SP levels before vesting etc, but THESE ARE OPTIONS and £8 is a fair price, £20 would be dodgy as F. If you cant comprehend that? I dont care, it pleases me you are out, simple.