Member Info for JustHereForHemo

https://www.pharmaceutical-technology.com/news/newseli-lilly-acquires-colucid-pharmaceuticals-for-960m-5753420/
1bn for a single drug to target headaches.... What would they pay for CDX/HEMO-CAR-T/HuPHEC etc etc....
NOTE - I dont expect a buy out soon, just to give people some idea of what big pharma pay to acquire treatments.

Vlad has same number of share options as before, but instead of having to pay 350k for the shares he now has to pay 450k.
Be honest did anyone here think that 7p per share option was unfair?

IF WE dont think 7p was unfair for Vlad then what are the chances that the rest of the board thought 7p was unfair?

This is not a clarification or a stating that 9p was originally agreed, he, Vlad has agreed to now pay 9p per share instead of 7p.

It is a very cleaver move, its like very cheap PR, IF vlad does not take up these options for like 12 months it costs him NOTHING right now but boosts the SP in the short term and if news lands tomorrow on a higher base SP then it would have had this RNS not been released. Net effect could be SP is 1->2p higher on open tomorrow without news so Vlad is exactly where he was, no worse off. If news does land and its big then every penny higher could equate to several pence higher after the rise.

If its not intended to boost SP then the only other motivation I can see is to inject cash, as much cash as possible without a placing which they cannot do this year. Why would they need that much cash? Well they have to part fund the Penn deal which is to bring them to clinical trial readiness. Which means IND application, 2-3mil USD I believe?

Either way, who just throws away 100k? Vlad is the man on the inside, he knows EXACTLY what he is doing, he has given up 2p per share because he knows he will be financially better off as a result. When Vlad benefits, we benefit :-)

Just cannot comprehend that the BoD just decided today that 7p was too cheap for vlad and they wanted to change to 9p on a whim.... either boost SP for news coming or Vlad will take up the options to inject cash for something like IND application and he needed another 450k. there is a reason we just dont know it yet.

There is no way the board would have imposed this on Vlad as frankly he and the missus control Hemogenyx, so lets be clear, Vlad decided to increase HIS exercise price by 2p a share.... WHY? In 6 months or a year it will make little difference when the SP is many many multiples of today, 2p then will be chicken feed, its like forward paying for a positive RNS.
But its a positive RNS that will have little effect in a few days. Boost SP today and tomorrow but in a few weeks it will be forgotten. Half year results due next week will have a greater impact on the SP.
So why now and why today?

Its just my opinion but this is a clear action with the intent of raising the SP for a very short period of time, we all know that the opening price of a share on a day when big news lands has a significant and material impact on the finishing SP when the market settles after the initial spike. It feels like a reaction to the crash we have seen on the market in light of lockdown speculation and the fact we went <10p.
Might be wrong but I agree with Let-it-Roll there will be a significant RNS tomorrow or thursday.

There will be a half year report probably next Wednesday morning at 7am (Always been last working day or with a few days or a few days before). From previous years they tend to give progress reports on ongoing projects.
So its fair to say they are likely to give an update on Eli (Licencing going ahead/in negotiations/finalised/etc)(if it had been rejected it would have been RNSed already). Also likely to give a Covid update, given what was said in the webinar I would expect the covid update to be positive and HOPEFULLY some indication of what they are working on, is it a Cytokine test, anti bodies, T-Cell treatment?
Either way, I expect no RNS before next Wednesday, a stellar half year update saying Eli still on track and positive update on covid and HEMO-CAR-T with penn.

Hemo is just one of those nice comfortable shares you can invest in and not be overly concerned day to day. Clearly its not over priced given that as soon as any of the pipeline products reaches market any one on its own would be valued at many multiples of its MCap. Covid absolutly has "Door blowing off" potential, current testing is a disaster, Trump has destroyed public faith in vaccines. Current treatments are frankly underwhelming, offering 30% better chance of not dying,or 1 day faster recovery from ICU etc, all welcome improvements but not exactly ground shattering.
I just hope Vlad offers something different, curious and excited to see what he has been working on all this time. Either way I am expecting like everyone else multiples of current SP before December.

I am not an expert in the field but I can only summise that there are numerous exemptions from releasing an RNS immediately.
That said I did say signed or all details agreed, I just can't imagine there is much left to negotiate. Could still be weeks potentially before it's signed but I honestly believe vlad would not have tweeted that message if there were any issues or sticking points left to be ironed out.

Re working with Eli on covid? Not a clue, maybe the work hemo were doing on their cytokine test compliments their recent tests of a drug to counter cytokine storm in covid patients, certainly same patient pool. But really no idea at this point!

Does anyone seriously believe Vladislav Sandler would tweet "#hemo is proud to collaborate with Eli Lilly" AFTER the development agreement had expired and almost a month into the licencing agreement 3 month period if there was any chance negotiations would fall through or fail to result in an agreement. Either the licence is already signed or all details are already agreed in my opinion.

Sorry that should read "I disagree with your comment Blue about back to 3/4p if they say no."

I agree with you lunus on the fact that a positive RNS from Eli we would be on multiples of todays SP, but I disagree with your comment about back to 3/4p if they say no. Fact of the matter is we can be pretty certain that the lab based tests were a success and signed off by Hemo and Eli, there are public statements, RNSs detailing successful progress at the start of the year, Vlads comments, Eli releasing their name at the end of the working period. Basically I see no way in which the CDX AML Antibodies have failed in labs, it just does not fit the evidence to date, therefore its fair to assume there will be no additional testing until clinical trials which requires licencing agreement.

So what we have is a CDX bi-specific antibody that has proven to be effective against AML to the satisfaction of Hemogenyx and Eli Lilly, the potential value of this treatment is in the billions if it passes clinical trials and makes it to market. Does anyone disagree so far?

So the crunch question, based on this COULD Eli Lilly decline to licence the drug?
Yes, it is within the realm of possibilities, they could come under extreme financial difficulties and there could be a freeze put on any new licencing agreements. Basically something could stop the licencing but none of the causes are likely to be "It does not work"

Finally then ask yourself "So what?" - Assuming Eli DOES licence they get a HUGE discount because well they helped prove it worked, they helped develop the mice and with the lab testing, but the CDX antibody was discovered by Vlad BEFORE Eli. Vlad will be able to either find a partner to assist with clinical trials and take it all the way himself or find another global pharma to licence it like Eli had intended to. But without any discounts.... A delay but with potentially much better financials for hemo.

End of the day Eli are going to sign, and it wont be timetabled to suit us investors, it wont be 1st December. We can be confident CDX works, if it works someone will want it if not Eli, I personally dont get this concept of refusing to value something until the very last minute, an MCap of 45-50m is just idiotic considering the potential upside here.
Its like waiting to Christmas eve to buy a Christmas tree at a big discount, chances are you will be left with either no trees, a tree you dont want or the shop is closed. The trees have been incredibly cheap all year long, buy your tree now and enjoy the piece of mind knowing its sorted.

@Trade2017 considering you have not posted your holding how would you expect to be in the list?
Its a bit of fun/confidence building that shows PIs are very comfortable being in Hemogenyx, but its not serious, its not scraped from official holdings and its not validated. If people have lied then they have lied, if you want on the list just ask :P

what strikes me is quite alot of PI's have answered their holding which is VERY unusual for any share on LSE, the actual real community of investors is amazing. Quite a few holders with averages above current SP and none panicking or shouting. I get the feeling that MM'ers shaking down the SP would not get any of you folks to sell which bodes very well for when news does drop.

Dont underestimate the potential here folks, dont over react when news drops and impulse sell. Have patience and wait, dont try and force the SP. Hemogenyx has so much potential that it wont end with CDX or Covid-19 or CAR-T. Loving the community spirit, we are in this together!

swimming in oil still holds 1.1m you can add in

Your missing pumpkins "partner" who has 71k :p and also I'm around 2.4m

I also dont get the negative posting/deramping etc, it just seems pointless, those of us holding are holding for the deals so day to day trading is kind of irrelevant and a few posts on here are not going to convince any of us to sell, even pumping or trying to ramp up the SP? Why bother? I dont care if it goes up to 11 or 12p, I am not going to sell at 12p so why spend time trying to encourage others to buy so it goes a few pence higher?
LTH'ers by and large have stopped posting because frankly we have seen it only helps the day traders to trade. And while the higher the SP is BEFORE news lands the better the potential if news does not drop then the traders sell and drop the SP anyway so why waste the energy?

When news drops the SP will find its place.

Currently 14th Sept 2020, 57 business days to and including 1st December.
Fully expect signed Eli Lilly Contract wayyyyy before that date but zero indication of what day it will land.
On the day it lands I expect multi bag growth with NT to buy.
Assuming each day has as much chance as the next current odds are 1/57 of RNS today
Every day that passes the odds shorten, so you've got to ask yourself one question: 'Do I feel lucky?' Well, do you, punk?

As much as people may laugh a placing or IPO is alot like KickStarter. Lots of people put in some money and in return they get early access or some other perk. As a shareholder you own part of a company, if you owned 51% you could pass a resolution to give you and your family a free dose of any treatment, at 10% you could call for a poll vote to give all shareholders preferential access to drugs. Its unlikely to happen but its not impossible

Sorry amendment to below:
University of Penn have signed with Hemo to help bring CAR-T to market should read:
University of Penn have signed with Hemo to help bring CAR-T to clinical trials
PS if you cant tell, having just re-skimmed the old RNS's I am super excited :-) Every morning is exciting, like checking to see if the tooth fairy came as a child, I dont know when we will have the next stellar RNS. Ideally I dont want to wait until December.

As he says in the video they are a micro company with at that time only 5 full time employees all scientists. I think its fair to say a scientist is probably not the best person to advise on how long a business deal or licencing would take. I suspect Vlad had similar thoughts to many of us, do the science, prove it works, show results to Eli, Bam! Sign contract, get money move on to HEMO-CAR-T.
Nobody predicted the huge covid spanner in the works or how long it would take to work out a licencing agreement. Sticking with the facts:
Hemogenyx have completed the Colaboration Agreement with Eli Lilly on CDX for AML
Hemogenyx have previously stated they have demonstrated CDX works in the lab and they expect Eli to take up an exclusive licence
Eli Lilly have until December to take up a licencing agreement, the current terms give them favourable terms over any competition. The fact they took an extension of 3 months when the work was almost done, RNS said both Eli and Hemo were happy, Eli were happy for their name to be released. Eli will almost without any doubt licence CDX, if they DIDNT they have basically given Hemos CDX a stamp of approval but cut them free of their contractual obligations and allow Hemo to walk over to AZ or Pfizer etc and sell it to them for alot more money.
University of Penn have signed with Hemo to help bring CAR-T to market, some sponsorship there so perhaps they can do IND application and bring it to Phase 1 in short order, these are experts in this field.
FURTHER Development Agreement with Eli to develop CDX for lupus and other auto immune disease.
Covid 19 Antibodies - EASY for Hemo to discover and test/prove, WHO has them? Where are they? For sure not sitting on a shelf going to waste.
Cytokine Biomarker Test - Valuable for not just Covid 19 but if they get it right could be used universally to see who is vulnerable to Cytokine storm and preventative measures can be taken.
CDX antibody effective against ALL in vitro - All hemo
Approval of patents for Hu-PHEC in both the US and Europe
And dont forget the mice.... Few years ago Vlad indicated numerous Pharma were interested, we know Orgenesys have them and if they make any discoveries off the back we get 12%

But ofcourse it could all be a load of hot air and just pump, its pretty easy to pick up the Tang Prize or Lasker Award.

Either you believe in Hemogenyx and think its worth investing or you dont, if you do then I suggest setting an alert and stop checking, I had pretty much stopped looking at Hemo until an alert told me about the big drop earlier and decided to top up. To me the upside is just to great to make it worth the risk of trading. If I didnt believe in it I would sell and move on and you wouldnt see me talking about it any more.