Member Info for JustHereForHemo

Who knows, discussions like that belong between vlad and any future investors, if it happens. I think you will agree this is not the place. All I have simply suggested is that should vlad in future need to do a placing there is an army of "zealots " standing willing and able to provide the funding Hemogenyx need and are willing to do so at a premium.

I am always hopeful a large JV will land and no future placings are required, but if they are? It's going to be with people who want to invest not trade.

BS..... if it happens it is going to happen via a highly motivated group of shareholders. Best to reach out to them. But likelihood is there is already more than enough interest already. Like you say, it's an incredible opportunity for shareholders whilst also fantastic for the company.

Being sincere something like this has to be organised by brokers OR individuals grouping together to offer something substantial. So one person on their own reaching out puts the company in a difficult situation. There are legal implications the company have to consider, so don't feel offended if the company have not responded.

Fantastic endorsement!

Willing to pay a premium and you see the SP going much higher so the warrants are of value in future.

Thank you 😊

Some people were waiting for FDA approval, then first patient injection, then second patient, then third. Each time they waited their choice was validated by a lower share price and cheaper entry.

It's easy to get complacent.

It's easy to see a pattern and follow it into the future.

All I can say is Hemogenyx today is not the Hemogenyx of yesterday.

The company are now clinical with statically significant results starting to come in with a complete cohort.

They are not a bloated R&D with 16 staff an GMP certified lab blowing 400k a month in overheads any more. This has been SLASHED.

They have long stopped using Peterhouse and now SP Angel and tried hard to secure investors who are not out to decimate the company, mixed results..... up until recently.

Don't be blind to history but likewise don't assume it will be repeated. Sit it out or join in, make your own decisions, but in my non impartial opinion the arguments for sitting out are quickly evaporating as each day ticks past.

As a wise man once said "you cannot un-inject a patient"

Buckle up, because HG-CT-1 is rewriting the story for patients battling relapsed/refractory acute myeloid leukemia (rr AML) without hematopoietic stem cell transplant (HSCT)! Patient 1 from the HG-CT-1 trial is just days shy of hitting the 6-month mark post-infusion, no reported side effects and thriving without the need for HSCT. Even more electrifying, two additional patients are mirroring this remarkable trend, signaling that HG-CT-1 could be a game-changer in a space where hope has been scarce. This isn’t just a treatment—it’s a potential revolution for rr AML patients who face limited options and grim prognoses. Let’s put this in perspective by comparing it to the current best-in-class treatments for rr AML without HSCT. The standard of care often revolves around venetoclax-based therapies combined with hypomethylating agents (HMA) like azacitidine or decitabine, or targeted therapies such as gilteritinib for FLT3-mutated AML. According to recent studies, venetoclax plus HMA regimens yield an overall response rate (ORR) of around 38.7% to 52% in rr AML, with complete remission (CR) or CR with incomplete hematologic recovery (CRi) rates ranging from 19% to 32%. However, the median overall survival (OS) for these patients hovers at a sobering 3 to 6.6 months, with 1-year survival rates often dipping below 38%. For FLT3-mutated rr AML, gilteritinib offers a median OS of approximately 9.3 months, with a 6-month survival rate of about 60% in clinical trials, but this applies only to a specific subgroup. These numbers underscore the dire unmet need for effective, tolerable therapies in this patient population.

Now, enter HG-CT-1. Three patients, with Patient 1 6 months post-infusion with no side effects and no reliance on HSCT—a feat that challenges the status quo. This suggests HG-CT-1 could deliver not just comparable but potentially superior survival outcomes, with the added edge of a cleaner safety profile. If these early results hold, HG-CT-1 could redefine the treatment landscape, offering a lifeline to patients who are ineligible for or opt against HSCT. The market potential? Massive. AML affects approximately 20,000 new patients annually in the U.S. alone, with 40–57% progressing to rr AML after frontline therapy. Without HSCT, the majority of these patients face limited options, creating a significant unmet need. The global AML market was valued at $1.8 billion in 2023 and is projected to grow to $3.5 billion by 2030, driven by novel therapies targeting rr AML. With HG-CT-1’s early promise of efficacy and tolerability, it could capture a substantial share of this market, especially for the 60–70% of rr AML patients who don’t proceed to transplant due to age, comorbidities, or lack of donors. We’re talking about a potential blockbuster therapy that could transform lives and deliver exponential value to stakeholders.

HG-CT-1 is not just a treatment—it’s a beacon of hope, a disruptor in a stagnant field, and a po

I am not a scientist.

I don't rub shoulders with board members.

I'm not a trader and don't have contacts in "the city"

I get there is an obsession here with timing the perfect trade but from my view only one person can ever do that and they will shift the price for everyone else.

Everyone seems to be united now expecting a very good end to the year.

I am lazy and I am not connected enough to even think I could successfully trade Hemo so I won't.

We have gone from "This will never enter trials" to "it won't work" to now "it could be a few months".

Been here 8 years, if some people want to time the perfect trade crack on!

The uncertainty around P3 has been removed and the die has been cast with the final patient for Cohort 1.

P3 cannot be un-injected.

I would be happy with silence until after day 14 or even day 28 although I find it unlikely.

Pharma is a waiting game, and now? We have the time and space to wait.

New week:

Vlads hint at AI progress we understand is related to CBR, it feels like BaitBio which has huge potential but been on a bit of a go slow due to lack of funding. I'd suggest he may split CBR into a separate company which with tye current excitement around all things AI would be incredible. Alot of speculation but worth considering.....

P3. Without doubt we are 48hr+ post infusion, vlad being happy to post on LinkedIin and lack of CH suggests none or minor reactions. The next major milestone for them is next week day 14. But already we have a full cohort past 48hrs which is statistically relevant and not just an outlier.

Imo it's very likely we will learn more about the cost reduction plan, be it news on subletting part/all of tye lab given they have let go more than half the staff, or an update on new contract manufacturers.

Or will there be an official launch update for paediatrics? The clinical trials website already includes children over 12 now but MDAnderson plan to run this as a separate paediatrics trial, I thought we were waiting for IRB and site activation, maybe we are or maybe it will he announced next patient is a child? Honestly don't know but all are possible.

The important thing is Hemogenyx now have a complete cohort. No big pharam was going to he happy without data, the minimum was first cohort. The clock is definitely ticking, have a good week all.

No

Https://x.com/i/grok/share/dD2rnxHWBB81qFYHHk4f8RKTb

Https://baitbio.com/

Alde, nothing in your recent posts suggest sell or don't buy. I'm guessing you have decided to buy like you flipped with AVCT. I'm not a scientist like Haywire but I can give simple answers to your questions:

Durability- for P1 it's already lasted longer than the existing gold standard of care without the dangerous option and often unavailable HSCT. Will it last 1 year or 20 years? I don't know but already it's enough to be best in class.

Cost - you asked was it prohibitively expensive? No, even manufacturing small scale for trials is now under 100k USD per dose which replaces need for chemo and HSCT. HG-CT-1 is cheaper than the alternative and will only get cheaper with scale.

Why is the sp pants- Asked and answered, raising too much for discount after discount. Vlad has done his bit by slashing his overheads and we shareholders are doing our bit by committing to raise if required at a premium with a minimum sp of last placing.

Finally you ask are we happy there is so many warrants- nope, nor am I happy there is million shares in issue. This dilutes my holding. The CEO has committed to slashing non essential spending and streamlining his operation to allow the trial to proceed for a fraction of the cost before, from staffing to manufacturing and infrastructure overheads, everything is in focus. This reduces the monthly burn to under 250k and may drop further. Commercialisation could mean licence but more likely a jv at or before ASH. That means limping along with minimal dilution for maybe a few months. We can do this. You suggest wreaking existing shareholders with massive discount placing and raising 4-5 million? That would fund the company for 2 years, bur require EGM, prospectus and months with a guaranteed decimated SP basically writing off all existing shareholders.

So if that's your option then I and the rest of the lunatic army of zealots are going to stick with our plan and work with the company and provide what they need IF they need it, until someone bigger steps in.

We are taking the risk, we are increasing our ownership and exposure and for that yes we deserve the compensation of warrants. They are worthless if the science fails.

If you want detailed answers on the science ask haywire, I can only answer on the investment case, and there? It should be obvious, the way things are going Hemogenyx is going to bounce hard, p3 was a risk. The delay introduced alot of fear and uncertainty, ir was blocking paediatrics.

If you want me to answer any questions then tag me, but I'll assume any details you want are specific sciency stuff, Haywain or others can answer so have a good weekend.

@Haywain:

"Silent in the bloodstream.

Active in the tumour."

I understand AML progenitor cells reside in bone marrow? If that's the case is AVCT even remotely a threat or relevant to HG-CT-1? If not?

IDFAF.

BTW what long posts at 5am on a weekend!

My bladder won't give me 8hrs, what's ur excuse?

Was that a serious post? No more people are needed, there is already enough pledged if needed but if you are interested drop an email to that email.

Alde, you can rant and rave all you want. If Vlad needs us we will provide what he needs. Are we mad? Maybe, but we made our bed. Don't like it? Don't care. Socialist nope, didn't even see it

Thank f. For the record the offer was genuine and would have been honoured as I swallowed the sick in my mouth.

And err... I have 100% spent years attacking peterhouse specials and Mint. I went to the bloody police in the Bahamas to report them for operating without a licence! Ofcourse mint and peterhouse were the problem, but there have been plenty of other shorters and traders since.

Up until recently Hemogenyx was burning 350-400k per month and usually taking money from forward sellers and flippers demanding a discount. We the zealots are uniting and offering to find 250k a month at 180p or higher if sp rises. Simple.

This protects our existing shares and gives us all some warrants aswell. Vlad doesn't need to worry where the money is coming from, if he needs it we are here and the list of volunteers is growing. No ramping, no pumping, no promises of a licence tomorrow. The trial continues and vlad might sign a jv or licence tomorrow or it may take months.

We are standing right here increasing our ownership, banking warrants and blocking the brokers like peterhouse.

Anyway, thank you for the civil response, sorry but I am going to Green box you again, have a pleasant weekend.

Pumpkin I know your jealous, that makes me smile however... I have been asked as a joke to include you. I don't do jokes. This is a one time offer and I PRAY you don't take me up on this. If you really want warrants then email justhereformicky at Gmail dot com and inspite of my personal feelings for you I'll make sure your included. It's NOT unconditional however. You have to agree to grow up on THIS forum and stop being such a troll.

If your super keen its probably possible, drop me an email at justhereformicky @ gmail dot com *(Yes its a real email address... temporary but works for now)

Statistically the faster your "cured" the more Statistically likely to be durable long term. Also nobody knew how effective the lower dose would be when drawing up the protocol and the protocol is law. They must follow it even if not needed.