Member Info for JustHereForHemo

Probably wasting my time for the benefit of others who wont bother reading but ah well, not doing much at work today anyway.

This RNS states Hemogenyx has: "entered into a Sponsored Research Agreement with the University of Pennsylvania ("Penn"). The goal of the Agreement is to advance the HEMO-CAR-T toward clinical trials."

Basically that is this stage:
https://www.fda.gov/patients/drug-development-process/step-2-preclinical-research
Plus preperations for this stage:
https://www.fda.gov/patients/drug-development-process/step-3-clinical-research - Designing and setting up the study.

The pre-clinical stages involve in vitro and in vivo, From Hemogenyx own website:
"Hemogenyx Pharmaceuticals has successfully demonstrated that HEMO-CAR-T is able to programme human T cells, that is, to convert them into HEMO-CAR-T, so that they identify and destroy human AML-derived cells in vitro. In vivo tests are being conducted utilising a model of AML using Hemogenyx Pharmaceuticals’ proprietary Advanced peripheral blood Hematopoietic Chimera (ApbHC) – humanised mice developed by Immugenyx, LLC, a wholly-owned subsidiary of Hemogenyx Pharmaceuticals."

So Hemogenyx have done the in vitro and in vivo testing in house and likely proven to the satisfaction of Dr Gill who has agreed to take this further. There are study reports, written protocols, reviews, study plans all to be written before they can begin Clinical Trials, nobody can deny thats probably a lot of work. It could be weeks or perhaps even a month or more before they are in a position to submit an Investigational New Drug (IND) application and then 30 days after that before they can start a clinical trial.

The question you should ask is will Dr Gill accept the internal results from Hemogenyx in vitro/vivo testing or re validate the testing themselves? if its the former then they could potentially be in a position to start clinical trials in October/November. It is a case of prepare and submit IND documentation and wait for 30 days.

By then you also expect CDX to be in clinical trials with Eli Lilly. That is 2 potential treatments that should be in clinical trials before Christmas, IF Hemogenyx decided to licence the HEMO-CAR-T once its at Phase 1 or 2 instead of pre-clinical it would attract a premium and significantly more as an upfront payment and ongoing payments than if it were to licence today. There are many examples of similar licencing agreements and they all have numbers that are multiples of our current MCap

I dont want to underplay the risk that either of these products may fail in later stages of testing. But the point is they have already both proven themselves suitable for Phase 1 trial and that is enough for either/both to be licenced before any further testing needs to be done, and that licencing attracts payments that dwarf Hemogenyx MCap. We are not talking months or years either, for both we really are talking weeks for CDX a few months for HEMO-CAR-T

Take it you didn't bother to read it then :-D

Not as hard as you might think, people do it all the time...
https://hemogenyx.com/broker-coverage/
Have a look at page 2.

This is the link, its definitely worth a read, posted by Vlad:
https://www.medscape.com/viewarticle/934286
Olson was very very lucky to get the trial Car T treatment.
Even today there are treatments in trial that will in future go on to cure people, CDX with Eli coming soon and Hemo-CAR-T hopefully in clinical trials soon. But getting a place on these trials is not guaranteed, not getting on a trial can be a death sentence. even if you DO get on a trial and get the placebo group????
Then there is where you live... Develop cancer in the UK and on the NHS... good luck getting any experimental treatments here unless you really fight...

Mostly agree with you mjng, think its just recently I got really peeved off by the reaction to Mondays RNS, the fact we ended up lower than we were before the surprise RNS was very irritating. As for sun.. I wish, stuck in an office with no windows lol!

I was, you relapsed recently a little though lol :P

You literally copy and pasted your post, its like having a conversation with a blank wall, the response is just as useful lol!

I will avoid any more frustration by filtering you in future as it appears your intention is to cause frustration :p

You will note the SP is considerably up, I have zero reason to be frustrated right now.

Yes I am in deep, although in profit, that does not change my point, Hemo is undervalued and being played by day traders, honestly it would not bother me people playing the stock daily if the stock was anywhere near where it should be, my problem is that its been played to such an extent that any time there is decent news any momentum gets destroyed by the traders. Then when it starts to recover between news people shout leak so if an RNS does not come it falls back down again.
Rant over, have a nice day.

Bowie, on Monday there was an RNS, some people knew the significance of it, many did not and frankly just did not care if they got their 10%, alot of LTH were worried about one thing and rightly so, How many traders are here just for their 10%?

As it turns out more than enough to kill the momentum.

Why do people time and time again say its leaky or there is an RNS definitely coming people know something!!! OMG LEAKZ!!!

Its counter productive. End of the day we had a FANTASTIC RNS on Monday, Literally out of the blue an RNS that shows Hemo is going straight for the big guns with the agreement with Penn. Its like a small family run lab that develops and patents a new type of battery that has twice the capacity of a Lithium battery tying up with Elon Musk.... You know its going to rapidly advance to clinical trials and cleary those backing the agreement (Who happen to sell a similar drug for a different leukemia for 400+THOUSAND per pop) have immense faith.

SERIOUSLY frustrated with the short attention span of some investors. Go and read some of the recent RNS, go and do some research, go and check out the value of the products. Go and read some of the licencing agreements that Eli have signed with other small cap pharma and look at the up front payments.

Its not a leak its just MASSIVELY undervalued, stop waiting for the next RNS just so you can trade for a 5-10% your just doing yourself and other harm in the long run, either invest or dont. THIS IS PHARMA if you want to play the market then there are much better opportunities to play day trader with Amigo or Boohoo.

That said there may very well be an RNS today, I dont know, you dont know and MMs dont know and if they do they certainly wont leak it with a 1 share trade.

Who do you think you are referring to people as "my lovely", do everyone a favor and get lost.

If you hold it through to take over or past phase 3 trials and it DOES get to market.....

Nobody has ever disagreed with the fact that lots of drugs fail at the end, Hemogenyx because of their humanised mice are at a distinct advantage here, but regardless nobody has ever guaranteed that CDX will definitely make it to market.
It does not matter, it has a very good chance, and if you look at lots and lots of comparisons of some what comparable licencing agreements with pre clinical or phase 1 licencing agreements the patent holder gets millions in up front payments, sometimes billions, here its more likely to be 10's to maybe 100m or so.
THAT payment will blow the MCap away. Everyone is so focused on 2-3 years down the line.
Eli Lilly are willing to invest and take the risk and if it fails it fails, they dont ask for a refund.
In the mean time Hemo have funded HEMO-CAR-T, Covid 19 test, ALL antibody, Covid 19 antibodies etc.....

Either way, Vlad is writing cheques and taking holidays all while Eli are starting up Clinical trials and we are days from the end of that extension. Wait must be nearly over :-)

Shaggy the extension was I am almost certain due to the Covid-19 lockdown and the closing of labs. Had Covid19 not struck no extension would have been required.
No doubt Eli want to be announcing the start of Phase 1 trials to coincide with the signing of the licencing agreement but they were all put on hold for months so you can understand the frustration.
Was it 2 weeks ago Eli announced they are resuming Clinical trials? You would imagine there was some backlog and existing trials will get moving first, IE new volunteers for existing trials before completly new trials. But that means they can now sign and announce scheduling of Phase 1 trials which up to now was out of their control.

Side note that Licencing agreement comes with a big upfront cash payment, yesterday Hemogenyx announced a sponsored program with University of Penn... Wonder where Vlad is planning to get the money to pay for that program from... hmm....

Clinical trials and actually getting any treatment to market where its generating revenues of 100s of Mil will take years.
Right now Hemo have proved that what they have works in pre-clinical and is good enough to take to clinical trials.
That is enough for Hemogenyx to multibag on licencing just from up fron payments, talking nonsense about it MIGHT fail at phase 3 is completely irrelevant.

Sorry when I say no chance of failure I mean no chance of failure before we go to human trials.
The licencing agreement with Eli to bring CDX to trials will be multi bag potential without any further testing.
The actual clinical trials could take years and that could lead to further multi bag potential down the line but for a 30m MCap company I am just talking about the licencing agreement.

I think the odds are massively in favour of a signed agreement.
Possibly however Eli could have some massive scandal and put a freeze on all new spending?
Or Trump could sign an executive order banning any work with companies registered in the UK?

I am 99% sure the agreement will be signed and signed soon but there is always a possibility. If its NOT signed sure expect a sharp immediate drop probably 1-3p on that day. But when you think about it Eli NOT signing would not be as bad as we think, CDX works, its already been proven that its good to go to Phase 1 trials so Eli are only going to walk away because they are forced too because if internal or financial issues.
This frees Hemogenyx from certain obligations, Eli Lilly have funded and done alot of the heavy lifting to bring CDX to this point, as such they are in line to get a huge discount when it comes to licencing agreements. If Hemo in-licenced CDX then the potential upside is massive.

It comes down to one question, what is CDX worth? It will be licenced with Eli Lilly but were it anyone else it would still be worth billions, there is plenty of rivalry out there J&J would LOVE to get one over on them and if Eli walked away they would be there with an open cheque book.

It would be so much difference if there was a risk of CDX failing but we are in a window where that just is not a possibility. Its been proven Pre-clinical to work and the next stage is clinical phase 1 trials, the question is just WHO brings it to clinical trials and how much of a cut Hemogenyx has to give up.
Seriously I would not have invested so much in Hemo if I was not uber confident :-)

Vlad also posted a photo of a field, THINK he took either yesterday or today off.
That said I think the post was genuinely just saying that he is exhausted rather than any sort of hints.
If you want to read anything into it and look at conspiracy theories then consider that the Eli Lilly contract will probably want to be in person if at all possible.
It could very well take place at the headquarters in Indianapolis, or perhaps in California.
If Vlad is travelling, given the Covid restrictions there will be fewer flights and more possibility for delays so he would leave himself plenty of time.
Perhaps he would go a day early and just relax, have a day vacation before that big board meeting where they gather to sign the CDX Licencing Agreement?

Personally I think after signing with University of Penn he decided to take a day off, but always happy to indulge in a good conspiracy theory :-)

This was back in April:
"
Hu-PHEC Stem Cell Therapy

The Company reviewed and extended its licence agreement with Cornell University, the patent-holder of the Hu-PHEC technology posited and discovered by Hemogenyx’s Co-Founder and CEO Dr Vladislav Sandler while working at Cornell. The restated agreement confirms Hemogenyx’s exclusive, worldwide sub-licensable licence to the patent.

Hemogenyx-Cell SPRL (“Hemogenyx-Cell”) is the Company’s wholly owned subsidiary, established in Belgium in April 2019 to develop Hu-PHEC for the direct treatment of leukaemia and other blood diseases. Hemogenyx-Cell has been considering plans with a number of potential Belgian-based partners, including Orgenesis, Inc. – the provider of funding to Hemogenyx-Cell and also to Immugenyx in a separate agreement through convertible loans – regarding key building blocks for the path through development towards clinical trials of Hu-PHEC, including the establishment of a cell bank.

Discussions continue, both on the Hu-PHEC project and on other initiatives, with the potential partners, who are highly respected names in complementary fields.
"

This has also been VERY quiet, the RNS today/yesterday was out of the blue, an announcement on Hu-PHEC likewise could come out of the blue. These are very much like standalone entities, there are billion pound companies that might have one treatment or speciality such as this single project.

Today there are no treatments that we know of in clinical trials, the broker research note placed Hemogenyx as a 7 times discount to its peers in these fields based on the markets and knowing that Hemo is pre-clinical.

There is a potential that some of the work will fail, but when you look at the sheer scale of work done by Hemogenyx and the early validation and acceptance by some big names,not least Eli Lilly you must accept the risks are tiny compared to the upside.

After today I am more excited than every about the prospects here, good night everyone!