Member Info for JustHereForHemo

Correct me if I am wrong but the CDX bispecific antibody in particular was discovered by Vlad before the Eli development agreement, so the most valuable part of the project defaults back to Hemogenyx. Eli may have jointly worked on a varient of the mice or some other components of the treatment, but at the heart the key is the antibodies. For Eli to let the option to licence THAT lapse does not sound likely, if it has been proven in vitro and in vivo to work a competitor would walk in on the 2nd December and say thanks very much Vlad happy to sign!

There have already been delays, and yes its possible there will be more, but I have no doubt it was due to Covid-19 shutting down pretty much EVERYTHING, it takes time to ramp up and get agreements done especially when you have to do it all remote. No doubt in my mind it will be signed. Will it be RNS on tuesday or wednesday? I THINK so but it could be weeks still.

Are you brave enough to try and second guess when it lands?

I agree with your understanding Chad.
That said, Vlad has been working away getting set up with Penn so by all accounts the actual working agreement probably effectively ended a long time ago and they have been working on the licencing agreement since then. Would not be surprised atall to see it signed Tuesday.
As has been mentioned Hemogenyx need cash for HEMO-CAR-T, they cannot do a placing until next year so the only real source of revenue I can see right now is CDX which must have played a role in the decision making around working with Penn RIGHT now, they could have waited but didnt. Money is coming from somewhere soon, if its not CDX then it will be a shock.

Hey Quick, apologies if it sounded like I was down playing CDX, I agree its MASSIVE and like you said its not just AML and ALL (of note ALL is still progressing without any licencing, only AML bi specific antibody being licenced).
I believe the Upfront payment + the milestone payments and eventual royalties when its in the market will be in the billions.
If Hemogenyx had one product and that was CDX they would still be a billions pound company and massive target for take over.

That said equally as important is HEMO-CAR-T, not to mention the Lupus work, covid test, covid antibodies etc....
I am massivly excited about the CDX licence but EVEN MORE excited about the prospect of Hemogenyx getting CAR-T though phase 1 trials without assistance of Eli Lilly or Pfizer etc.
Vlad has moved on and is now focusing on CAR-T, its up to Eli to progress CDX to market once they sign.

Cov, you can now buy hemo on freetrade, you pay higher ask but you can buy single shares and not pay trading fees.
HOWEVER there are some genuine MM codes going on.
Look for smaller trades like 200/ 100 etc where the price paid is significantly different to what anyone else has paid for shares, ususally exactly on the ask or bid. Do a trial quote and see if you can pay the same price for 100 shares, if not its an MM doing a trade.
Additionally some trades of small amounts of share are autmated, some services will automatically sell your shares to cover your holding fees

Waiting, I strongly believe that Dr Sandler's baby if you like is HEMO-CAR-T and that is where his attention is lazer focused.
While CDX is massive and of massive importance to the company its in the hands of Eli now, they are doing the testing, the clinical trials and bringing to market (If they sign the licencing agreement)
The most important part of the CDX licence is the upfront cash payment which should enable Hemogenyx to bring HEMO-CAR-T through IND to clinical trials and from there the potential is staggering.
That said the Covid play and fall back revenue from the mice and Orgenesis 12% share are a massive safety net so in terms of risk the downside is minimum compared to the upside.
Anyway, people holding out for CDX, just remember when it lands it enables HEMO-CAR-T, IND application is about 2-3mil, Phase 1 trials > 4mil etc. But where as Eli Lilly will get a big discount on CDX Hemo currently have no such agreements with CAR-T. This should be a long term hold for people, absolutely slice/take profit when CDX lands, but dont take your eyes off the prize!

Hi Dark Horse, yes as DCB says I have been here for a very long time, I am 50k down on my portfolio with hemo from yesterday but I am still sitting with a multi bag because of my entry point. I probably should slice for a free ride but I am ok right now, but I do appreciate your concern and I encourage everyone to listen and not risk what they cannot afford to lose.

Saw at one point I was like £50k down in hemo this morning :P I am sure lots and lots of people panic sold.
Well played MM's!
I cannot believe that after recent coverage, the increase in MCap above certain thresholds and the impending CDX licencing that II's are not sniffing around. Shares dont grow on trees. Hemo cannot do another placing to give them shares, if II's want in they have to buy on the open market.
This shake was extreme today but no doubt in my mind we will still finish up blue today, feel free to call me out if I am wrong. Its mildly annoying having a paper loss of 50k but why on earth would I want to realise that loss by actually selling? Have faith, do your research, make your own decisions, dont let the Market Makers make you do something you will regret.

Look at the after hours reports. 1mil is a buy, 1.5m another buy after hours.

Totally agree Lunus :-) Covid first would be a very nice primer for the Eli announcement, happy to wait for that one if there is other news first to bring new higher base to set the ole rocket on before takeoff! (At which time You know who is free to let loose with the you know what word.)

Just goes to show what a small float there is, I have seen lots of selling and up up we go. Just imagine what happens when news drops.......................................................... Actually best not too, induces cold sweating and makes sleep impossible!

Ty London, and ty Squashman :-)

biggest question is, does IG or AJBell report your Capital Gains to HMRC or does HMRC have to go asking... IE if you forget... to report will you get caught? :P
I plan to split it over many years and use mostly ISA but just always wondered.

Groover I stopped discussing end target price as much as possible because of the amount of flaming it generated, I said very early on my target was £1.80 but that was ages ago before some of the bigger names came onboard the like of Eli and Penn and the potential market they open up is just massive.
Its not that I dont believe the SP can hit much higher its just I see little value in mentioning it out loud when you get so much abuse for daring to suggest it. There is also the counter argument that if you have done some serious reading and homework and assign a value of what you think the end value is worth some people peg that as an upper limit and calculate to sell below then.

Look at what Synairgen or Novacyt did and then consider for each it was a SINGLE product for a short market window of high demand with a reasonably low value unit price.
Hemogenyx have a suite of products in their pipeline with at least 2 within weeks or months of clinical trials, the market window will be open ended for many many years to come and the revenue stream will be in the 100s of thousands per treatment (or % of revenue if licenced)
There are companies that have bagged on a contract that over 12 months should realise their MCap in turn over, but we expect Hemo to get its MCap in an upfront payment.
We have seen companies that have just one treatment as valuable as HEMO-CAR-T being bought over for billions and seen licencing contracts for over a billion.

If we are at that point where Pharma investors are now buying in, then if traders want to sell and let those investors in then I wish you the best. We need churn at these higher levels so I wish no ill will to the 10%'ers, you served a purpose and there are investors who need you to sell, Congratulations with your 10+% and I wish you every success in your next pick :-)

14% is fantastic, we open tomorrow at 0% any news and it will be fresh gains from 0, much much easier to hit 20s or 30s from here!
Keep an eye out for Motley Fool, should be some coverage in there too which should bring alot of new investors, investors with very sticky fingers who dont day trade. Today was a correction in the right direction, not a spike or pump etc.

Hemo-CAR-T is going to be massive and people will be starting to realise that and buying in now before the IND application gets submitted. CDX licencing could literally happen any day, probably out of vlads hands but ready to go at the drop of a hat.
Any day we could have a Covid update anitbody or the test
Any day we could get an update on the Belgium operations, potentially the government grant coming though.

If you bought/held today well done
If you sold and took profit today well done

#InVladWeTrust

Part of me hopes that the rise is just down to investors finally realising the value of the signing with Penn and the potential that it unlocks. This is the rise, this and more, that we should have seen on the 11th when that was announced but instead it was flat and fell back a little.

Hard to believe we are this close and SP is still only just in double figures :'-) its bonkers!

Oh Hey! Thats great BS to know, thanks for enlightening us with your zero knowledge :-)

At everyone else, thats pure cr @ p if you didnt already know that.

There is zero incentive to exercise the warrants now if he plans to bring CAR-T through testing etc himself, he would just be out of pocket with lots of shares he has no intention to sell. Warrants are the same in terms of shares with the potential upside without any of the risk or downside. They are a fantastic thing to own.

Grant of options: Vlad can buy 5mil shares in Hemogenyx at 7p ea, today they are worth 9p, instant profit of 100k. If it goes to 20p a share if it hits 27p, its 1mil profit etc. But no cost to him until he decides to execute the warrant.

As for news, its Hemogenyx, news is always due but they like to keep us in the dark over here!
Most pending is the CDX extension with Eli Lilly, probably the biggest expected news and the extension runs out 1st September, you wont find that in the previous RNS though, Vlad announced that in the live Q&A webinair

Too much to cover here. Best advice is read it from the horses mouth:
https://hemogenyx.com/investors/announcements