Member Info for JustHereForHemo

Hi mickey they didn't refuse, 2 parts to CDX, one belongs to Eli one to hemo. One party has to take both to allow it to proceed to clinical trials. Vlad does not want to sell it cheap and cdx will work for many things beyond AML, its unlikely Eli want CDX for EVERYTHING so hemo in licence from Eli, package up CDX, file joint patents then when it's proven in clinical trials Eli can buy the part they want.
Its a win win, Eli have no PR exposure, their name is not on the trials if it fails, they will still have first refusal if they want to buy and for hemo, they own everything, they will get ALOT more money down the line, i THINK they can also sell CDX to other pharmas for different conditions. All the time Eli continues to pay for and run the research and clinical trials.
That's my understanding anyway, some details may be off but it's based on everything I have read and heard.

I have my suspicion about who it was, if you notice it has a load of 333,333 at the end. Back after the disaster placing there was someone dumped 33,333,333 shares a few times, then bought millions ending 333,333 again. Every now and then you see big trades, it's like he is using a signature or something. I know a fella on here who always has to end his trade in a 1, like 50,001 or another always ends 4,888... Anyway, think its him, don't know why he sold, don't really care. Ideally CDX deal lands 7am Monday morning a few days early and that would be like a great big middle finger to him.

Pumpkin, THAT one definitely looks like a sell

From the tone of the last half year yea I get the feeling there will be an update on CBR soon, probably just "it works in vivo and in vitro and we are now moving onto monkeys" or something like that. But I really would love more details :P
Yep the CLNs. MOAFU bad decision in the first place, far too slow to draw allowing SP to drop first, too slow to react when became toxic resulting in a horrific placing.
I think though that the market as a whole are pretty much over it, existing investors are bitter, but the market does not really care about us, they just dont see the excitement. Hemo is hardly talked about outside our circle, you dont see anyone who is not an investor talking about next week. They are not in any sort of publications or peer reviews. Is like we are an island and the rest of the world does not know we exist. Added to which there is the understandable fear that investors worry about funding the licencing deal and subsequent trials. I am not going to make predictions because I have not seen the deal but it could make a massive boost to the sp if its good, things like:
Little to no upfront cost from Hemo for the IP
Commitment from Global Co to fund and run the clinical trials hopefully with some sort of timeline
Details of the Patents, I HOPE to see details that basically mean Hemo can licence CDX to GlobalCo for one indication and licence it to multiple other Global Co's and profit share with our Global Co.
Any sort of numbers - Conditional on clinical success of course, but if they actually include what they WILL pay???

Anyway, thats me for the day, wish us all good luck! I did a final top up today, not much but what I could, I treat this share like premium bonds, its pretty safe at this level but your numbers might just come up.

CDX- Think it will be a bigger deal than you both think but no biggie, we find out soon enough
CAR-T - agree clinical trials actually starting will be massive
CBR - Got to be honest I never even considered what it does to the SP, dont know enough about it, but honest to god I just want to know how the damn thing works!!! I hate the not knowing, apparently its revolutionary, can treat any virus, unlike anything on the market or even anything anyone else is working on???? I just want to see inside! *(For the record I was one of those kids who often took apart perfectly good toys to see how they worked)

For what it is worth I am confident they are well aware that the last time there was a deadline and they missed it someone on this forum, cant remember the name, went and reported them to the FCA or someone which forced them to rush out that awful no licencing RNS back in April which was unplanned and an unmitigated disaster. They are fully aware that such a scenario of complaint to the FCA would be likely again this time so if they were unlikely to hit next week they would atleast this time have the breathing room to give a much fuller and better update as to progress. All that said... I dont believe they are working on any such update, I am confident the deal will be done finally in the next week or so, hopefully when it is signed they dont wait too long to announce but I am willing to give them some space to do so.

@Cred2 - Err no..... First you have the capital expenditure for mining equipment which is unlikely to be paid off for 10-12 months provided prices stay high, then you have the added expense, time and effort and administrative burden of hiring staff to run and leasing real estate to house or building bespoke facilities. Then you dont know what the price of Bitcoin will be in 6 months so you risk a much smaller profit or you make a big profit from bitcoin which means you have to reclassify the business registration which causes more headaches for tax and VAT plus again administrative burden. All so you can tie up any free cash you might have on hand so that you may make a profit 10 months down the line?????

MrIndia I have not really seen the block sells before close recently, the 2 big trades after close yesterday were buys IMO. With hemo it tends to be more a case of people buy before the close hoping to catch a 7am RNS then they dump 8am-9am and get back in before close again. This morning on the bell there was a big buy and its a poster from on here who bought them and definitely 100% buys, yet they drop the SP and make it red?
All fun and games, MMS just want their shares back IMO.
As for news next week, well we are all hoping for the big one, its like the week before Christmas, very exciting to see what Vlad brings.

People place orders in the morning usually to give the broker time to fill, not always but often. Up until 11:24 that trade was significantly higher than any buy let alone any sell. After that for the rest of the day all sells are significantly lower than the 2.085 and the buys higher, so yea its possible that it's a sell but very unlikely given the sp this morning. If it is a sell then whoever it is is clearly sleeping with their broker or has some sort of blackmail material on them because they got the mother of all good deals. Imo almost certainly a buy but your entitled to your opinion so not going to argue about it.

I honestly cannot see how they can be sells considering the size of them and the fact they are both @ 2.085 when for much of the day the buy price was less than that and every other sell was for less. IMO its a couple of buy orders placed this morning and filled throughout the day at mates rates. Either that or whatever broker they have that managed to get them the best sell price of the day for 5mil shares deserves a big bottle of wine for Christmas.

As for the tweet from Hemo, IMO its a Technical issue, they clearly say latest interview with Vlad yet the video is from 2017, they need to hire decent IT people to run the website.

Honestly, this drop is textbook over reaction looking at the RNS and charts, likely multiplied because of so many people using leverage with not enough margin to cover. I am 100% hemo fan but I take advantage when I see golden opportunities like this. Hemo should bag later next week, but honestly? POLX could bag from current SP tomorrow.
Total and utter sympathy for LTH'ers here, know how you feel seeing your PF getting decimated, but there is no CLN in play here to lock in this lower price so it SHOULD bounce back strong when people realise whats happened and decide to average down or recover by re-opening their long positions lower. Probably should read into what the actual FDA application was for!

I was pointed towards this share, spent 2 mins reading the RNS, clearly nothing too serious beyond a delay. HOWEVER looking at the chart its clear that the market has wildly overreacted and its probably triggered a tonne of stop losses and caused a bit of a long squeeze on CFDs and spread bets causing an automated and uncontrolled sell off.

Be careful Pumpkin that sounds very much like a ramp from you! I am very confident you will be able to take a profit in both trading and SIPP, your SIPP is what 4p average? Hard to see the SP doing any less than 4-5p on any sort of decent Licencing deal with Eli.. Global Co. That would still see the mCap at only around 40-45mil considering the mCap sat north of 50mil before the CLN fiasco.

Well Pumpkin at least I make the effort to reach out, your contribution consists of talking about how mint who disappeared many months ago is still selling and then promising to sell out but when you have your chance failing to do so and hanging on like a bad smell. I see you have at least stopped moaning about hemo having nothing for Covid despite doing a raise last year after the last RNS shut you up as CBR is most definitely real and in play. Please this time, like every other time commit to selling when it hits a certain price, but this time keep your word, put in a limit order to sell and when it hits go back to REAT :-) K TY BAI!

The slow steady rise is what we want, plenty of churn, raise the average SP, get rid of the one day traders, let the rainbow chasers jump in next week. This is an appropriate video: https://youtu.be/AG8bfDTRaP4
I have to say though I am extremely confident right now, nothing is priced in yet I suspect multiple positive updates in the coming few months:
1, First I will be shocked if the CDX licencing agreement is not signed and announced before the end of the month, I know the "official" deadline is the 14th, but seriously, the Hemogenyx motto is "Saving lives by missing deadlines". It COULD be before next Thursday, but I am going to say the following Monday, for no other reason than they usually miss. All sounds I am hearing though are 100% positive.
2, CAR-T - As of the half year update they had already lined up 2 of the 3 companies ready to go, the only outstanding is the third CAR manufacture. If they have to submit the drug to the FDA for IND application and the "drug" in this case includes a patent specific CAR treatment then they must be lining up the initial patents drawing blood, preparing CAR for them as part of this process? Yes? No? These are people with cancer so 6month delays etc could be fatal, I suspect when we next get an update on CAR-T it will be IND application and they will be ready to go with clinical trials a month or so later, will have to wait and see.
3, CBR - Very positive in the half year results, money is now being thrown at Covid-19 treatments and future viral infections are becoming an important target. We were promised more regular updates so I hope the company deliver.

I keep hearing the "Jam tomorrow" saying about shares, well with Hemogenyx its probably "Jam next week" However you can rest assured its been added to the Tesco online shopping basket, just need to book a delivery slot in the next 2 weeks.

#InVladWeTrust

Yep as pawn King says hemo is too small for many IIs etc. As counter intuitive as it sounds the sp is just too cheap to invest in for many of the funds etc. I did some digging last year and found most funds, IIs, groups etc would have some sort of restriction that rules out Hemogenyx. Ironically if the mCap was North of 50mil the company would be a much more attractive investment opportunity for them.... Go figure.... If the company enters phase 1 clinical trials and has an mCap north of 50mil it will attract investors and reviews in various publications.
Its a gift right now, plain and simple, it's a gift. Only one of the pipeline needs to hit it big and we are worth 10 times or more todays mCap.
Common folk like most of us don't get rich investing in Tesla or Microsoft or some of the other massive stocks collecting 5-10% a year. Find the dirt cheap shares like this with good prospects of multi bagging and invest, higer risk for sure but much much higher potential and you can invest much smaller amounts for still a significant reward.

Acute myeloid leukaemia (AML) is caused by a DNA mutation in the stem cells in your bone marrow that produce red blood cells, platelets and infection-fighting white blood cells.

The mutation causes the stem cells to produce many more white blood cells than are needed.

The white blood cells produced are still immature, so they do not have the infection-fighting properties of fully developed white blood cells.

As the number of immature cells increases, the amount of healthy red blood cells and platelets decrease, and it's this fall that causes many of the symptoms of leukaemia.
https://www.nhs.uk/conditions/acute-myeloid-leukaemia/causes/

ConsDoms, interesting name ;-D
One thing though, remember that Hemogenyx have multiple pipelines, one of which is CAR-T as you highlight but the other which is currently under licencing and commercilalisation talks with Eli Lilly is CDX.
CDX is interesting because as per the patent and multiple RNS updates it has multiple uses, the first one, like CAR-T is the treatment of AML, which as you highlight has a massive target. But the bigger picture here is that not only does it wipe out AML cells it can also be used to wipe out a patents Bone Marrow stem cells. https://tinyurl.com/yspjv89w This means in effect CDX will work against (Taken from US Patent:):
Acute myeloid leukemia (AML), acute lymphoblastic leukemia (ALL), chronic myeloid leukemia (CLL), CML, peripheral T cell lymphoma, follicular lymphoma, diffuse large B cell lymphoma, Hodgkin lymphoma, non-Hodgkin lymphoma, neuroblastoma, a non-malignant inherited and acquired marrow disorder, multiple myeloma, or SOD. sickle cell anemia, beta-thalassemia major, refractory Diamond-Blackfan anemia, myelodysplastic syndrome, idiopathic severe aplastic anemia, paroxysmal nocturnal hemoglobinuria, pure red cell aplasia, Fanconi anemia, amegakaryocytosis, and congenital thrombocytopenia.

Basically anything that today is a cancerous mutation of BM stem cells and is currently treated by toxic chemotherapy can be treated by CDX and BMT. The market is HUGE, its bigger than the current market because at present the patent pool excludes the elderly and those too ill to undertake chemotherapy as they would be unlikely to survive but would survive CDX. Faster, less side effects, less toxic, targeted treatment rather than a carpet bomb approach as is used today.

Yet again feel drawn to point out despite this mCap is 19mil.... Madness!

@hemoknowledge, I find your contribution refreshing, how I would love to know more about your background. You mentioned Puretech which is interesting as I remember Vlad sharing a video by Daphne Zohar which I watched with great interest and I agree its a massively undervalued company like Hemo. I also remember your previous posts calling out Hemo competition being removed which most ignored. The tone and language of your posts is very careful, not pumping or misleading, nothing said out of turn that could be considered sensitive. The topic of who you are has come up in discussion before, the main options being Vlad himself or another employee, Badger who has now gone long or a TR1 holder.
Anyway, whoever you are, please contribute more often!

Verona pharma don't seem to have anything other than an treatment for respitory disease? Hardly big bucks compared to oncology and CAR-T treatment. Plus it's north of 305million whereas hemo is 19mil.

Id ask though, rather than speculation about nasdaq listing people perhaps try and value the IP and patents secured to date. Ie forget the current sp, forget the MCap, pretend you don't know what it's trading at, what is a fair valuation for Hemogenyx and its IP and 10mil in the bank?