Member Info for JustHereForHemo

I find it strange that you post so positively about ODX and dont call out it has an almost identical gap from almost the exact same time almost a year ago and the gap there is much more significant. So lets get this right if the gap is in HEMO it will fill because your not invested here, but if the gap is in ODX where you ARE invested it wont get filled?
https://twitter.com/NiSpeach/status/1368893600017379329?s=20

Thinkin, dont value the company on the cryptic comments, he certainly hinted at some significant surprises coming soon but as he elaborated before this its easier/cheaper/more effective to operate in secrecy rather than the sledge hammer approach of patents and IP protection at this stages. He cannot reveal too much without opening up the company to competition.
So forget the cryptic hints and value the company on what you do know:
CAR-T is funded and will enter clinical trials soon with Penn, they are very experienced and brought the first CAR-T cancer treatment to market and its worth billions.
CDX has been fully funded to date by GlobalCo and is targeting a market again worth billions, again soon to enter clinical trials.

So forgetting CBR, HuPHEC, the mice, undisclosed secrets etc.. Do you value the 2 products we know a reasonable amount about at worth more than or less than £25million MCap?

Ah its back, good :-)

The link to Vlads interview got reported and removed?
Why on earth would anyone think a link to the CEO of Hemogenyx doing an interview should be reported?
https://www.share-talk.com/dr-vladislav-sandler-ceo-co-founder-of-hemogenyx-pharmaceuticals-hemo-l-interview

Stonk, until they sign on the dotted line then its still in negotiations, they have neither taken nor declined the option, but for people to sell it as Eli are not going to licence is just an argumentative de-ramping attempt. Eli Lilly are a Billion dollar company who have invested millions in CDX development and things take time. They have 3 months to take up the option, had they wanted to walk away from Hemogenyx they could have done that at any time over the last 3 years. But yet they keep signing agreements, keep funding research, but you believe what you want to believe. If you want to argue semantics on the precise words I chose then your just wasting what is very limited minutes I have during lunch.....

Actively avoiding these boards these days, *(Largely because my current contract involves using a provided laptop with activity tracking software...) but Jesus on days like this I am glad!
With regards to people saying Eli Lilly have not taken up the option. Seriously what?
They have worked with Hemo on CDX for 3 years, they have agreed to extensions in that time instead of walking away.
At the end of the Development agreement Eli Lilly and Hemogenyx worked together to select the BEST antibody to licence and again that was published with the 3 month period for Eli to take up the worldwide exclusive licence. I am sorry but reading between the lines is one thing, saying Eli have spent millions on this and are one month into the 3 month period they have to licence and trying to say they have declined the licence is just pure rubbish.

Thats completely ignoring the fact that Eli this week started the manufacturing process to produce the required products for CAR-T clinical trials............... Trials that Penn have been through before with Kymriah which goes for $475k per treatment. And lets forget CBR, the proven mice worth £2k a pop and Hu-PHEC.

Anyone actually worried about the future of hemogenyx at this point has not bothered to do any research. SP is down over all because of shorting and fear mongering over CLN being used as death spiral finance which never materialised. Today looks like a mix of more shorting and MMs trying to shake some shares.

I am off back to work, but seriously, people are choosing to just listen to derampers who want you to sell to make profits on the SP falling instead of the CEO, investors who are putting their money where their mouth is, specialists and experts....

I am angry at the SP because I know that it profits people who want to do harm to the company and investors but that does not mean I am worried or concerned about it. Shorters have to close, SP will bounce, as the SP has fallen they have made money but they have also only made their exposure bigger and bigger by doubling down with the profits and shorting more shares. At some point we will have a short squeeze here and you will know it when it happens, just sit back, stew in silence if you want, but we will bounce back.

6.6p at 9.29am yesterday was a buy. Higer than buy before and after and way higher than any sell in the area its 100% a buy.

The market reacted very positively to the news yesterday and SP was going up. Until the SP hit 6.7p as a UT, the actual spread had not changed, same trigger price as the day before. when this happened we started to see a flurry of sells, all well below where anyone could possibly be in profit until an MM moved and the advertised SP dropped again.

Saw this on twitter and thought it was so good that I had to share...
https://twitter.com/BobSmithMSc/status/1367172930048847876?s=19

I was curious to see what the impact of a Master Translational Research Services Agreement was to other companies that Penn have worked with and came across Cabaletta Bio, interestingly before they were called Cabaletta they were known as Tycho Therapeutics and renamed to Cabaletta 2 months before the agreement with Penn. Not long before this Penn had invested in Tycho as a start up helping push them along.
https://www.inquirer.com/philly/blogs/inq-phillydeals/penn-plans-45-million-investment-in-philly-biotechs-20180626.html
After this MTRSA was signed with Penn:
https://www.sec.gov/Archives/edgar/data/1759138/000119312519258869/d686907dex109.htm
The MCap following this agreement went to around 300Mil USD.

Now significance of this are the similarities in terms of the working agreements ethics, non-profit investment etc, there is also a very small pharma growing to 300Mil MCap in a few short years. Anyway, I was bored, take from that what you will.

Technically we are blue, the close yesterday was an above midpoint UT of 6.4p when it should have been 6.3p, not alot but we are 1pt up today.
Also same as yesterday, a small flurry of selling started only when there was a UT printed at 6.7p and it was trades of 50k/100k that brought it down again. Someone does not like the SP hitting or going above 6.7p...
Anyway, todays RNS was pretty convincing RE going to clinical trials, it is bound to turn a few heads and bring in a few bigger players than us mere mortals.

Great to see the difference in delivery, the update is a milestone that perhaps hemo could have buried in some other update. But instead they were laid out carefully the next steps in the CAR-T clinical pathway and did a fantastic job tweeting about it. They are starting to both prove themselves and sell themselves. Basically they are becoming investable to a wider audience.

Haven't seen my name mentioned on here in days :-( feeling very unloved.

@Woodcot, you can do whatever you want WITHIN your isa, you can only add £20k per year to the ISA but once the cash is inside its protected from tax liability.

I am NOT going to jinx it... but I know we are all thinking it!
https://total-market-solutions.com/2021/02/hemogenyx-pharmaceuticals-plc/

Vlad never said he wont sell out or licence, never. He said he will sell out if the number is good enough and he said he does not want to out licence early but wants to find partners for Phase 3. There is enough cash for phase1/2a, if you fund all the way to phase 3 its not unreasonable to expect the partner to take it to the finish in terms of costs. However by that stage there will be proof of clinical results, patients will have been cured so funding will never be an issue anyway.

It is not unreasonable for shareholders to ask the question, was this conversion with or without the forward knowledge of and discussion with Hemogenyx.

I remain on the fence on this one CJ, its either very good or we cannot trust Mint. Was it with consent/knowledge of Hemo and just a big screw-up in PR again or not?
One way the SP goes through the roof, the other the SP trades sideways for a long time. I am going to try and find out one way or the other.

Vlad was asked to do more PR, so he did the pod cast, but the first attempt was cancelled and reposted a short time later, little publicity around it so as usual little bit of a c-up.
Vlad was also asked to get the investor backing the loan to show or demonstrate commitment to Hemo, it feels to me like this is so badly done its probably that. The investor taking < 3% share holding by way of conversion of just enough CLNs to cover. Intentions probably good, and the shares were forward bought. If the investor holds actual stock going forward and not CLNs people wont be half as worried about CLNs. The fact its been a bit of a c-up and badly communicated and having a negative impact on the SP means it was could very well be Vlad trying to do good but screwing it up.

Anyway its so small a % of the CLNs I just dont see it being malicious or harmful but... I remain on the fence, if it was done without knowledge and consent of Hemogenyx then the trust between Mint/Investor and Hemogenyx/Us investors will be damaged.

Would be amazing if the conversation is the investor who funded the loan opting to convert just shy of 3% to avoid a tr1 to hold in his own name as an investment and show of support. If he were a bank or lender he may well have taken the 30% but if he is an individual he may want to avoid tr1s.