RE: Big deal coming soon?6 Oct 2025 21:32
I want to paint a picture, your diagnosed with AML, tried chemo and everything has failed, you have 6 months to live despite a net worth of 10s of millions. And you hear about the HG-CT-1 in the USA, you might be rich but you can't force yourself onto the trial.
Then you hear in the coming months the treatment will be available in Estonia.... if you can pay. Would you pay to get that chance? Would you hound and throw money at Cellin to move quickly?
This is a theoretical scenario, but seriously. Rich people pay for anal bleaching, for blood transfusion from kids, for hair transplants from doners, custom macro phage treatment, for everything basically. The chances that there are no rich and dying AML patients in the world is incredibly unlikely to me.
And back in the USA? With patient cliffs looming and Big pharma in hefty competition? What? They are all going to sit back and wait until there is absolute irrefutable evidence that this is a ground breaking treatment and every single competitor can also see this??
Seriously?
For the benefit of our resident self appointed moderator "notposting": this is pure speculation but my honesty held believe and NOT based on any conversations. However I find the possibility of Vlad NOT being in talks with pharma as somewhere between tiny and nil.
Someone like Jazz could secure their future with Hemogenyx IP at a fraction of its value. BMS or Gillead or even the likes of Eli or Pfizer could significantly expand their IP portfolio for years. These people are not friends playing by Salisbury rules and deciding who wins like gentlemen.
HG-CT-1 IS on radars now, perhaps Estonia will be big enough to fund Hemo growing to the size of Jazz, or maybe he will sell or even a JV with right of first refusal? But there is no way on this earth we continue to bob along at this price for long. HG-CT-1 is too valuable, too in demand and getting too much attention.