RE: Hemo science cogs keep turning ..17 Oct 2025 11:49
Alde, I'm sorry but categorically you are wrong.
Let me compare this to World of War craft or any online leveling game. They are designed to reward early stage game play, kill an NPC on day one and you gain 100 levels, after 7 years? You have to kill millions to gain one level.
Starting position matters. Hemogenyx is a fraction of the mCap of Avacta and I know you hate to do this but you have to compare mCaps. Hemogenyx have a CAR-T with average licensing potential of 10-20 times current mCap at early stage clinical, that's conservative and ignores CDX and CBR. Licensing or JV imminent let along direct commercialisation in Estonia.
Now compare that with Avacta.... 300m mcap targeting HOPEFULLY a few bn licensing??? To do so they need to prove BETTER than standard of care. That means comparable testing which is years and very expensive before they are a target, I have every hope and believe they will do well bit they are competing to beat the standard of care, we are competing against ourselves to be the standard of care.and when you look at the financial side? Avacta have huge future dilution to consider with CLNs which effectively rule out multibag potential until cleared, basically fully diluted the MCap is already significantly north of 300m. Yes sure they are making chemo less toxic and more targeted, that's great.... it's still chemo, you call out the risk of Hemo being out done by competitors well the world is trying to move on from chemo... so... yea.
But I'm not putting down Avacta, 100% hope they succeed, just like I believe you when you say you like what Hemogenyx have.
What I am saying is your completely disregarding the timelines and state of play and likelihood of significant movement in both hemo and Avacta based purely on where your money is sitting any day of the week. By your own admission your trading, like a game of flogger trying to cross the river on floating logs going each direction, your trading 2 stocks and trying to maximise your gain. That's an incredibly difficult thing to do, chances are external forces will happen that are positive for BOTH hemo and avacta and both will move up*(or down) in unison.
Stop trying to manipulate people, you know this is all true, people should diversify their PF and if people want to invest in Avacta? Good luck to them, none of us know what either company will announce next. But bottom like, on paper, Hemogenyx have the greater upside PERCENTAGE GAIN potential in the shortest time frame. And now? Off for the day.