Member Info for JustHereForHemo

I sold all other stocks I had, even at a loss, and put it in Hemo today, not much but I wanted it all here.

P3 is days away from day 28 which is the mandatory waiting period for P4 in cohort 2 and the first paediatric patient.

I am already convinced P3 is fine, its just a mandatory waiting period we have to endure. Anyone who is not taking advantage of the dips is an idiot, AIMO ofcourse. Anyone selling to take profit? No issues whatsoever, anyone shorting as we approach paediatric trials? I hope you burn :-) Have a nice day!

Alde - You get my last post of the day, Ask MrIndia and Micky, their behaviour very very strongly indicated they were trading and not just uber emotional LTHers, I spoke to them on the phone, realised they were genuine and apologised publicly. I call things like I see them and your behaviour suggests you trade. Maybe I am wrong, maybe I am right, thats my opinion.

We have not attacked your alternative ideas or dismissed them we have actually looked at them and said HG-CT-1 is better because of X Y Z and for that reason we are invested in HG-CT-1. Which is exactly what you were asking for no? Your protesting because we dont agree with you, but the point is we DID engage with you.

Nobody else is complaining that Haywain dismisses them, he answers every scientific question, he is willing to jump on a call with anyone who wants to seriously challenge the science here. Your trying to paint like this is some Hemo fan cult just because we dont agree with you?

Bottom line is your the only one here making any serious noise causing any real disturbance and coincidently there is a large short on IB, IG and whatever source Ortex reports on. Maybe that has nothing to do with you, maybe you are long here, frankly I dont care.

This is not an attack, this is simply me, and everyone else telling you, I DONT CARE.

I am invested in Hemogenyx

If you sold - good for you

If you shorted - good for you

If your long - good for you

In the coming days we have P4, P1 paediatric enrolment, IRB approval, Cohort 1 28 day report ALL of which are going to be positive.

I have not once lately made a prediction about SP, I have said the warrants were forward sold, and lookie look, sweet FA dumped on the market so it looks like I was right.

If your long? Just chill out and enjoy the ride.

If your short and you dont believe P1 Paediatrics will make a difference? Then stay strong, your going to find out very soon one way or another.

Ok, imagine walking into an apple store and arguing very loudly with the staff about how good the latest Xiaomi phone is and how its camera has 12gazillion ultrapixles and yes its 4 times more expensive but thats only because of tarrifs and its been on the market longer so its obviously better.

Nobody in the phone is there to hear about Xiaomi phones, nobody gives a toss they are there because the want to buy an apple, they all know Android phones exist but yet they still want an apple. But at this point all the staff are just ignoring you and your walking around the store displays speaking really loudly to yourself "But the Xiomi A3 does this...."

And your seriously wondering why people are fed up with it?

We dont worship Haywain because he has ramped us in here, we worship him because he works with the FDA, because he works with IND applications, because he works in big pharma and has detailed knowledge of these Bajoran charts and trends etc. His job is going to events like ASH and he has more letters after his name than I have IN my name, you ask him a question and he answers it. The millions piling into Hemogenyx in the past few weeks???

Thats not traders coming from Avacta or Prem or Zambia Meats, its NEW BLOOD, Doctors, scientists, accountants, IT professional, directors, lawyers. These people who dont sit on LSE and dont trade, and they have challenged Haywain, they take every word he says and they put it to AI to validate is he full of shoot or telling the truth.

And guess what? They are buying, they are doing premium placings, they are piling cash into premium CLNs and buying on the open market. And I have been there when he has been telling them about HG-CT-1 and guess what????? Without fail he mentions gliteritinib as competition or an alternative, black and white, calls it out and explains why its one more example of why we need HG-CT-1.

Your TRYING to trade here, your TRYING To influence people on LSE and I get it, FOR YEARS its worked, god help us all it has worked, when our mCap was 10m and under and we had like 10 shareholders and every trade mattered LSE had a huge sway, but the people who are buying in the hundreds of thousands and millions DO NOT CARE ABOUT AVCT. You are not going to influence them by saying "Oh my gosh warrants get listed on main market today"

The pool of people who you can actually influence on LSE is tiny and of those half of them already say they have taken their profits and left and will buy back later. The rest of us? Why the hell would we sell when we are literally about to get a Cohort 1 update, P4 recruitment, P1 Child recruitment, IRB sign off and god knows what else? Its just so exhausting, boring and repetitive. WE DO NOT CARE ABOUT AVCT. WE DO NOT CARE ABOUT Xiaomi PHONES. WE DO NOT CARE ABOUT GLITERNUTS.

Alde its not always about you or Avct lol, Its about Hemogenyx and HG-CT-1 and actually you introduced a great comparison because it is a chemotherapy that highlights why CAR-T here is a genuinely better option given the deeper penetration to bone marrow and single treatment vs tablet which has serious side effects and leads to relapse. Its the same as with Haywain neither of us are attacking you but if you want to give us ammo we will gladly accept, I have been incredibly fair with you and although I have said I believe you were trading thats pretty much it I am not attacking you for it.

My excitement is around Hemogenyx, I care about Hemogenyx, I believe Hemogenyx will deliver and in the very near future we will launch paediatric trials, I would post even if you did not post, but you brought up a really valid selling point for HG-CT-1 and it would be stupid not to acknowledge it.

This is going to be very very complicated, but try and keep up:

Aldebaran: "primarily because Gilteritinib hasn't been approved for pediatrics" - I wonder why....

RNS: "As a result, the Company is now cleared to proceed with the next steps required to initiate pediatric enrolment in the trial"

MD Anderson weekend update: "Up to 18 evaluable adult and 18 evaluable pediatric subjects will be enrolled."

I know this is hard to follow, its very tricky, but sometimes there are breadcrumbs and if you just squeeze your brain very hard its possible to work out whats coming.

SOMETIMES all you need to do is take a date such as:

15th Aug 2025 Third Patient Treated with HG-CT-1 CAR-T Therapy

And then somehow find a way to add 28 days to that date....

I get it, we have some people telling us to bin Hemo and buy into Gilteritinib which is 8 months of absolute bliss.... for AML sufferers, and on the other hand we have people like Haywain who works for big pharma and is a matter expert here and suggests HG-CT-1 is better.

Its not easy, follow your heart guys!

Imo IRB have already met and signed off, same as the adult trial they updated the website before the RNS. We are just waiting for an RNS for us but selection of first child has likely already started as per MD Anderson website.

Which makes any trolling or shorting activity here particularly unsavoury.

Thank you, I wish you all every luck here, the entire London market has had a pants few years but a rising tide lifts all boats. My only comment on AVCT? The recent changes to the CLN and repayments were a very encouraging sign, best wishes

I have been brutally honest and transparant saying things that have angered both sides, I dont lie and I dont mince my words.

Alde, I believe your trading what you believe to be a spike, you sold to trade something else planning to buy back in later, that is my belief.

I also believe your doing so to make a few % profit and you have a reasonable chance of being out when an RNS lands for IRB etc and sitting out a much more substantial rise.

I also strongly disagree that Avcta is closer to commercialisation because of the nature and demand for a treatment for RR AML there are several paths open:

Accelerated Approval Program

Breakthrough Therapy Designation

Fast Track Designation

Priority Review Designation

Basically as even you yourself said Paediatric approval was not unexpected due to the urgency of a treatment where none exists. Avicta may be slightly more ahead in the NUMBER of patients though trial but they will never avail of the above and will have to do comparability testing with peer treatments at incredible expense.

None of this really matters however as Hemo will likely JV or Licence before reaching commercialisation anyway.

On the subject of being a better investment opportunity, as you rightly pointed out a fair valuation for Hemogenyx is £100m+ *(personally I put it at 300m right now, but its not important) That is a 100% upside today vs Avcta which is already 200m+ and whilst it may, just like hemogenyx be worth 500m-1b+ when close to licencing its not going to add 200m valuation to its mCap for a while yet, certainly not with such a large CLN.

Maths is very much on our side, its easier to double a tiny mCap than a large mCap and we have 2 very very important RNS's due in the coming days.

So again, I acknowledge you have sold and I am stating I believe you made a mistake, I also acknowledge that you may disagree and may say I am wrong and your just trying to fill the role of Stu etc to keep it grounded etc etc, but I am not debating it. I am however off to the Game of Thrones event and my wife will stab me with a sword if I dont put my phone away *(Except for photos) so have a good day all!

Haywain is the matter expert here, but from what he tells me the FDA gold standard is moving away from "Time" being a measurement of success and looking for the standard of CMR, a molecular level of testing looking for blasts in bone marrow and blood. If there is no trace of AML in bone or blood on a molecular level then its deemed a success for an extrapolated long term success.

At this point that is what we are after not 6 or 8 or 9 or 10 months. Honestly? We feel its going to be an actual cure, maybe we are being overly optimistic? Who knows time will tell.

Hold on a second, lets not start the whole cross ramp or cross attack business, I wont mention AVCT here but I will counter some false narrative. The warrants that get listed tomorrow went to the likes of Singer Capital et all, they went to brokers and market makers. Hands up if anyone, anyone has ever in the history of LSE ever known a market maker or broker to convert warrants without forward selling them first????

Anyone?

Those in the back?

Nobody?

They were forward sold and done so to get them out of a very very messy short squeeze where they were over exposed but knew they had the warrants as a safety blanket. Now they dont.

Any new visitors may not understand the significance of todays RNS, so a very very quick overview:

Previously Hemogenyx were manufacturing HG-CT-1 CAR-T in their own clean room for MD Anderson on a patient by patient basis, the main overhead was staffing(12) and clean room overhead causing a monthly cash burn of approx 400k and a limit of 1-2 patients per month.

They have now contracted a CMDO who can manufacture, at commercial scale, CAR-T on demand receiving samples from MD Anderson and returning the CAR-T ready to go tested and signed off. This will be considerably quicker and cheaper. There is no manufacturing restrictions on the trials now, only FDA mandated waiting periods, with the offsite manufacturing cash burn is under 250k *(12->4 staff I believe) This should actually drop further as they get rid or sublet the clean rooms and lab which are GMP certified and worth alot of money.

This also sets up HG-CT-1 for Licencing/JV as this would be a requirement to not be self manufacturing prior to any deal and it also allows a rapid expansion to paediatrics which can run in parallel with the adult trial.

So Today was about SPEED - MONEY - COMMERCIALISATION. All good, all signs of growth and maturity of this minnow.

----HOWEVER----

None of this is really THAT significant, its a very very good sign and steps that had to be taken but if your new dont get too excited about today because that was not the important bit, the news to look out for:

1, IRB approval, launch of paediatric trials and first CHILD selected for treatment, this for me will be huge and I am not talking about the money side, this is going to make the investment worth it, to treat children who currently have no good options. But yes for those that only care about money this will be huge, even the FDA throw money in the form of fast review passes worth 60m at paediatric treatments that make it.

2, Cohort 1 reaches 28 days THIS WEEK. - This... This is huge, this is everything, THIS is what Vlad needs to demand the big bucks, and its only the start, you cannot un-inject a patient, you cannot unwind P1 who is already at month 7.

I am certain that all or very nearly all of those warrants were forward sold yes.

That does leave 140k of warrants at 350k that would be forward sold IF There was headroom, there is not.

250k warrants again that PROBABLY would be sold, they could be a broker or mm again, but no head room.

The rest? People like myself who want the SP to go up, so will likely hold until nearer to expiry and if converted maybe sell a few to cover expenses but general sentiment is HODL.

The 60k ish warrants went to Mr40%, I spoke to Singer Capital at the time, they were the ones doing the placing and naked shorting all those shares after P1 injection, they said it was on behalf of "Clients" BS, its all one big scam, they were naked shorting then doing a placing to close it all out and demanding a 40% discount to boot.

The 250k warrant conversion came just after the MMs suddenly went from spending 24hrs on NT, nothing on the quote, SP doing £10 and zero stock *(And Yes I know people who were trying to buy 10s of thousands in blocks). Then suddenly the MMs have stock? It was the same thing when that placing happened an unlimited wall of shares available then 50k blocks or 80k blocks would appear. Those placings were not PIs like myself, they were market makers and brokers and they never ever convert warrants to hold, never. They always forward sell and convert to cover otherwise they would just hold the warrants. And I have spoken to brokers about this for relatives etc who did ask about converting and the brokers are happy to help and forward sell if necessary on a T+20 settlment basis

To those of you taking profits, its been a long time in coming and I wish you every happyness :-)

To those of you trying to trade, yea.... dont be surprised if you get locked out, this was found over the weekend so we are very likely due another RNS in the next day or so from it BEFORE day 28 cohort 1!!:

"This is a phase 1 dose escalation study to determine the safety of anti-FLT3 CAR-T in subjects with R/R AML. The primary objective is to assess safety. Up to 18 evaluable adult and 18 evaluable pediatric subjects will be enrolled." The only way to read this is the IRB have signed off.

;-D Dont be cheeky Alde, you and I both know who those warrants went to and when they were sold and it sure as hell is not tomorrow!

They were a hail mary by the MMS to get them out of one serious short squeeze last few weeks when they exposed themselves to serious liability. If you want to pretend otherwise then fine, but I assure you the rest of us are well aware of whats going on with Hemo these days! :-)

Your right Pumpkin! Just hold on and you will get your buy in price!

I was expecting an update on IRB and paediatrics this morning after HFH's discovery over the weekend. So personally I expect a bigger rns in the next few days. But then I expect all to be eclipsed by the day 28 update

Please feel free to double down and keep that margin funded! Fully expect IRB approval and day 28 update in the next week or so, good luck!

Tilly, what was the short position on Friday again?