Any sane ones left?24 Sep 2025 11:20
Google bag holder, go, ill wait, this is what the market and the "professionals" thought of LTH'ers in Hemogenyx, we were victims of sunk cost fallacy willing to absorb more and more dilution at ever lower prices to fund Hemogenyx as it limped along. The market always knew Hemogenyx would be worth billons one day but it did not matter, dilution would mean there was always going to be a cheaper entry. That entry was probably due this year with offers of millions at GDR level discounts wiping out the bag holders while the "heros" in suits strolled in to save the day demanding gratitude as they walked over you in muddy shoes. But the narrative spun, LTHers found a way to make the bag worth a hell of a lot of money and block that final Genedrive scale rapage. So now? If your a shareholder your sitting on something very very special. Completely ignoring CBR and CDX which... They are huge but set them aside.
HG-CT-1 targeting rr AML is the elusive treatment where many many others have failed, its not speculation at this point it IS better than everything else on the market for this condition and its not me guessing. The validation has come from the FCA and the fact that HG-CT-1 has been chosen for this Estonia fast track, let alone the invite to DCNY. No we have not been shown the actual results, but seriously it gets to a point where arguing "but we havent seen the results" is just a stupid argument, the people who matter HAVE seen the results and are moving Hemogenyx forward.
With the Estonia move its a fast track scheme with the potential to make both parties money, 3-6 months to first patient is the expectation with patients world wide allowed to fly there for treatment if they can pay for it. This blows away any question of funding concerns for the years ahead.
HG-CT-1 is without question worth 100s of millions or even billions, CAR-T treatments for oncology demand those levels of payment, its not a ramp its just fact. With Cohort 1 past the 1 month safety point its worth money, alot of money.
Not only do we have the Estonia plan likely to move quickly we could have IRB approval for the first child treatment at any moment, its a formality but has to be done. We also can hear at any point about P4 and moving onto cohort 2.
And yet....
We have arguments about Mr and Mrs Indias love life, or if Haywain hurt someone's feelings or some other utterly irrelevant trash.
If you want to act like a bag holder then sell your bag and move on because you dont deserve to hold it, you dont know whats inside. This constant noise is sad, pathetic and below us. If you dont understand what a monumental opportunity your sitting on then please, go and chase a unicorn and sell your shares because plenty of people want them.
Please lets get back to the science, this is not a primary school.