Member Info for JustHereForHemo

Saint, there are several posts already with the usual attack "yes bur placing!" I prefer to be open and directly address people's concerns. Look back at the last few years and people would see hemo were raising 400k a month. How many new visitors are aware the headcount has more than halved? How many new visitors are aware of the move to GREX?

These are really important considerations when deciding where to invest and something most new visitors won't know imo

Indeed, all the naysayers who predicted p3 was dead have been roundly shut up. Now literally the only argument left to attack is funding/placings. Which again is destroyed as the Zealot army confirmed yesterday there is an army of us willing to stump up the 250k a month at 180+ IF required.

For any new visitors it's worth getting familiar with recent changes. Hemogenyx have moved from cocoon to GREX and outsourcing the manufacturing. That means more than half their staff are gone and it's now 1/3 the price to manufacture. They are also in the process of subletting their facilities to further reduce costs as they simply don't need them.

The CEO has really turned things around in the past few months.

From Stu:

"The company state they are continuing with Ph1 dose escalation all as the standard trial design."

The RNS categorically states they are moving onto the next cohort, double dose and paediatrics. I don't even know why he is trying to suggest otherwise, it's there in black and white.

Lol watching l2 is funny. Every buy moves up the sp. I have been banging on for weeks, the sp was tanked from 180 on no sells, sweet fa. There was never any volume. Yes the sp was low yesterday but there was no stock available. The low sp was just an illusion. When people actually try and buy the mms are straight back up again

This is, without question the clearest and best RNS from Hemogenyx in recent years ans destroyed the negative narratives being parroted on here recently.

If this continues we are set.

Cutting costs has not hurt the RNS writing department!

Fantastic start to the day!!

Your one single argument is Hemogenyx may need to raise money at a lower price and that means dilution. Well as your aware they MIGHT need to raise money again, MIGHT, and if they do its available to them AT A PREMIUM. As for the dilution side? 250k means around 3% dilution, whoopee do.

You had a serious exchange with Haywain earlier and I thought, just ignore him, but somehow my posts are really triggering you?

Even though I'm actually agreeing with you lol. Yes we are like a cult, yea, we are emotionally over invested here, we know what we signed up for. We are here, we have access to more than £250k per month and we will fund Vlad IF HE NEEDS IT.

Your warnings have been heard, thanks.. taken under advisement.

We are not interested in selling a 7m undervalued jewel just about to achieve significant clinical data to buy into a well publicised 200m share with CLNs but thanks for the invite.

If you want to repeat yourself now go right ahead. Maybe repeat the stuff about the 200 day moving average, that was very pretty.

I'm done for tonight. We don't care what you do or say, there will be no discount placings so any manipulation carried out will not affect dilution, apart from that I don't really care and we crazy zealots are pretty unified in that position. K the bai AIMO etc

Oh and to further answer your question, manufacturing costs for CAR-T have dropped from 300k to about 100k USD or less in recent months, Thank Trump. What he has done has decimated pharma and left a glut of manufacturing capacity. With the move to G-REX and the lay off of most of the staff? Hemogenyx will be able to continue or accelerate their clinical trials on a fraction of the budget without sacrificing safety/accuracy or anything else.

People need to be really really clear here.

Hemogenyx last year was burning 400k monthly even if achieving nothing.

NOW? Hemogenyx have a tiny overhead and can continue or accelerate trials and do all that for less than 250k a month, IF they manage to sublet their lab and offices etc? The company will have virtually no fixed overheads and can control their cash burn to allow results to flow in.

This is NOT THE SAME HEMOGENYX

They are NOT doing peterhouse specials

They are NOT taking money from SP Angel

They are NOT vulnerable any more to Mr 40% discount

They ARE on teh cusp of major transformation with the completion of Cohort 1 and if anyone is too stubborn or blind or unwilling to see this? Thats fine, WE THE ZEALOTS are happy to go it alone and ever increase our percentages.

Alde, I am going to be more honest with you, yes, there is an army of "Zealots" who support Hemogenyx and they have had enough of the market manipulation and discount placings etc. The number of people I have forwarded to Hemogenyx in recent weeks offering to match the last placing IF required is enough to fund the company for months.

You say its in a downward trend? I am telling you that we dont give a s4i7, myself included have zero issue offering the company money at the last placing price or higher if its required. The fact the current SP is 140? Dont give a toss, I would offer 180 or 187 in a heartbeat and I am not alone.

When a company only needs 250k a month things look a whole lot different, I am not worried about the SP dipping or falling or a discount placing because on a daily basis I chat with a dozen or more people who buy shares constantly, who own a very large percentage of hemogenyx, who are willing to invest directly if Vlad needs it and not one of them want to see a discount placing. 250k cash burn? Whoopie do.

Lots of us do have Hemo in our names

Lots of us are 100% hemo supporters

Lots of us have been here for 5, 6, 7 or 8 years.

And you think any of us are going to sell days before P3? Days before month 6? Just as paediatric expansion has been approved? Just as Hemogenyx have finally gotten their spending and fiscal responsibility under control?

Seriously? MOST of us ARE "Zealots" We ARE fully aware of the risk and fully aware of the upside and from the very pit of my heart I can promise you we are going to hold here and wait and if necessary fund this company from our own pockets AT A SIGNIFICANT PREMIUM.

If you have a way to flood the market with lots of shares sub 140p then you might be able to manipulate the SP, but seriously how many can you access and are you really willing to sell shares at 140 knowing that us zealots are more than willing to buy at 180 and hold?

Its up to you, do what you want, I am going nowhere.

Vlad has delivered, he has impressed me with his recent business acumen, the science is second to none and we have a core shareholder group now that are holding a massive percentage of the free float who are all extremely excited.

Believe me? Dont belive me, buy or sell, whatever you want to do will not influence me or any of the rest of us in the slightest.

Alde, "why not wait until price is in an uptrend"? The reality is the daily volume has been miniscule, there has been no real selling below 170-160. The current sp was engineered with some very modest limit order manipulation as we know. The last time the sp jumped it went from 130 to 180 in 2 hours.

There is no massive pool of shares at 140 or 150. There will not be a steady uptrend that people can just join in at a modest premium. You buy in before the traders pile in or you don't. Simple as that.

Perhaps in AVCT your logic holds, with such a massive mCap and 1m+ daily volumes there is room for peons like us to slide in. But with Hemogenyx? It's impossible for multiple people to buy in without shifting the SP.

That's what the 7m mCap offers us. The chance of generational wealth generation. If we see 1m volume like AVCT? The SP will be many many multiples.

Wow wow wow... hold your horses Micky.... good people???? Most of us are idiots and plonkers lol but our hearts are in the right place. 😜

I will however take this opportunity to apologise for giving you a hard time. I believe your genuine and had genuine concerns with no way to get answers and felt frustrated. We all feel like that some times. I hope I have not caused you too much offence over the years. It will not happen again.

Nope, p3 will be an adult, the IRB can't sign off and launch the paediatric trial until the first adult cohort completes.

No worries, I don't mind personal digs, they are fine it's when I perceive people trying to manipulate. Healthy debate like rook place with Haywain? I won't get involved.

Bottom line is Hemogenyx belonged to the traders. They got discount placings and inside info.

Hemogenyx have stopped all leaks, none of us know when p3 rns will land it could be tomorrow it could be a few weeks. It will not leak.

Hemo have slashed costs, there is no big need to raise half a million a month.

There are plenty of idiot shareholders like me offering money at a premium IF REQUIRED. So yea.

Things are looking good here for shareholders, the sp is pants, but so what, it won't matter when real news lands.

We know exactly what's holding it back.

Historical funding.

Raising money at a 40% discount having just raised at a premium from LTHers causing alot of resentment and anger.

Raising 400k+ a month through placees who dump and pocket warrants to rinse and repeat when the volume was not there to absorb 400k worth of stock.

Raising through brokers with peterhouse specials with an army of placees who forward sold every last share.

We know why the sp stinks.

We also know that p3 is the key that unlocks everything 🔑

P3 unlocks paediatrics

N3 for cohort 1 is statistically relevant.

But more important? WE KNOW that hemo have went from a cash burn of over 400k a month to under 250k a month. We know they now have investors willing to pay a premium and hold.

So yes, there was something holding us back.

It's behind us. Believe me or don't, it's irrelevant, we will find out soon enough. What I say doesn't matter, what matters is how the market reacts when p3 lands and those who thought it was dead in the water get a surprise.

To be clear. KP did not say P3 was too ill for the CAR-T. He said P3 became ineligible due to some unknown reason and required FDA approval to continue. This was done.

Possible reasons why they may have been temporarily ineligible:

Turned under 18(very unlikely lol)

Achieved remissionnorbmorphologic free state pre infusion

FLT3 expression not detectable in AML blast following conditioning.

Loss of doner stem cell source

Becoming pregnant

Poor kidney or organ function

Use of unpescribed drugs

Honestly there is a very very long list. Only some means the patient is too sick. Bottom line? We don't care. It's been resolved. Sit on the train or off, number of F's given is zero.

Alde, TBH I dont believe you or agree with you. HOWEVER I dont wish to keep debating it. You have said your bit, I have previously put across my opinion, if you are in agreement lets both take a few days off Hemo?

Ouch that hurts! Sorry but I was not replying to you, I was replying to Alter who decided to change his tone so I reciprocated.

Nor do I or anyone else buy that you actually "bin" anyone.

You choose to try and deflect instead of addressing the point. True or false:

Shorters/traders/trolls have attacked Hemogenyx relentlessly over the years?

This has made it difficult to raise money to fund trials?

As a result trials have been slower to start and we have not yet treated any chidren?

It is as simple as that, you cannot attack a company like hemogenyx workiing to cure cancer in kids and not accept that the direct consequence of that is that yes patients (children) will not be able to take advantage of a trial that otherwise could have saved their lives.

Honestly? I could see myself shorting companies that I dont like, I could see how it would be easy to trade and manipulate and I am not opposed to doing so, but companies in oil and gas or dodgy scams. Even if I saw a company like Hemogenyx as an easy target? No morally I could not attack, I would pick somewhere else.

I did not actually read your post but I just did, and not sure what you want answered from "The organ grinder?" Something about cure?

Lets stick to the facts.

P1 and P2 were included in this trial because they had no other options, both have passed initial safety trials and despite the fact we have no official numbers on MRD we know 2 things. BOTH patients are alive and neither have received HSCT. IS this LOTS of data? Hell no, its just the start, but the percentages of patients surviving with alternative treatments to month 6 without HSCT is under 10% and under 45% at month 3. That puts HG-CT-1 LOOKING to be extremely effective treatment compared to the next best alternatives.

1 is very interesting

2 is the start of a trend

3 is proof.

HG-CT-1 might not be a cure, its too early to say it is with any confidence, but it COULD be and its trending towards that, the ONLY thing we need to prove it is time. And with a massively reduced cash burn and P3 imminent? We have time.

Aldebaran, if you want to engage at a lower tone then fine, if you dont want me to use the word "short" then I wont, but you have turned up here and dedicated an excessive amount of time trying to convince people to sell and/or not buy. This by itself is a very very strong indicator that you are financially motivated to do so, you did not just land on Hemogenyx and decide to spend 75% of your time attacking here for no reason, so either short selling, OR selling down/trading down with NON borrowed shares or being paid, I neither know or care which. You cannot with a straight face deny your actions have been 100% aimed at putting off people here.

That said, I wanted to answer your question, as I alluded to previously I am not so stupid or blind to believe throwing money at a company or charity saying they want to cure cancer is a good idea. I believe most charities are a false economy and very little of the money goes to save lives. When you ask about donating to Hemogenyx? Excuse me but did you see the CLNs? We were offered discounts and adjustable prices, we chose to protect the company going for fixed higher prices, that was OUR decision not Vlads. Yes I want to make money and yes I want to feel good doing so, I believe the science so far is proving that HG-CT-1 works and is saving lives so I feel good being a shareholder here.

Does that make Hemogneyx a good investment? Nope.

If Hemogenyx continued to raise 400k per month from traders with current volumes then we would have been under £1 a share, it would have been a penny stock. The cash burn was too high. Its never been about the science its been about raising enough money to fund the science and Vlad historically took on more than he could pay for resulting in things like Mint and Mr40%.

During Mint was I shouting and screaming on LSE? Nope I was working hard behind the scenes to raise £2m to help pay off the CLN. In recent months I have referred several people to Hemogenyx who I suspect have been willing to fund some of the recent premium placings and know of a list of others shouting and screaming to do so again if needed.

Is Hemogenyx a good investment? If you want dividends or a safe 5% no, Hemogenyx is very much a risky play, if P3 does not go ahead and they cant fund the trials then they go bust or have to raise at extremely unfavourable terms. If however P3 goes ahead and Hemogenyx dont need large discount placings any more? Then there will not be a better recovery on LSE.

Hemogenyx today have an mCap of £6m, how can you even compare this to AVCT with an mCap of £200m? The target markets are not dis-similar, if HG-CT-1 has a cohort of 3 all in remission with no HSCT??? Then it alone is worth multiples of AVCT let alone Hemo. Any JV, any licence is going to be many multiples of 6m.

Hemo is not a risk free investment, but if it pays? This can generate generational wealth for existing shareholders.

Despite the noise, HG-CT-1’s value shines through. This CAR-T therapy targets R/R AML, a market projected to hit $2.5B+ by 2030 with huge unmet need—AML’s 5-year survival is less than 30%. HG-CT-1’s Phase I progress, with Patients 1 & 2 showing safety and early efficacy, positions it for potential licensing deals, which could fetch $100M-$500M based on comparable CAR-T agreements (e.g., Gilead/Kite). Patient 3’s imminent dosing is critical—another safety success could boost confidence and drive share value. Ignore the naysayers; HEMO’s science is solid, and the market rewards innovation.

Stu, you can jump to the defence of the bear herd if you wish but the reality is Hemogenyx are a small pharma with probably one of the smallest recorded research funds available to them to progress their clinical trials.

What Dr Sandler has achieved on the limited millions he has raised over the years is staggering and dwarfs what many big pharma have achieved using millions.

The current trial progress has had one limiting factor to date and that is money. The whole decision to initially set up a clean room to manufacture in house was driven by lack of funds as at that time it cost 100s of thousands to pay a CMO to manufacture the CAR-T and they did not have that much money. Recently? The cash burn being so significant they have made the move to G-REX which is a significant cost cutting however its still a change and still caused some delays, between each patient? They wait until one patient is dosed before recruiting the next this is all driven by cost saving and overhead reduction.

Does HG-CT-1 work? Yes, there are charts that prove that for p1 to survive month 6 with no HSCT and P2 month 3 is statistically extremely unlikely. The reality is if it was not working P1 and probably P2 would have received HSCT.

Hemogenyx have had approval for paediatrics and we know MD Anderson are keen to start trials on kids but again this relies on P3 being dosed to complete the adult cohort first. All of these things take time and money, but in every case MONEY would have reduced the time.

People who short and troll and attack? They are attacking a companies mCap, they are attacking the ability to raise funds, they attempt to put companies out of business.

So I dont care what you say Stu, Hemogneyx have what appears to be a working CAR-T targeting rr AML with permission to treat children, it will probably work, it will likely save childrens lives. They COULD have started these trials much sooner had the company been properly funded from the start.

Blame can be shared far and wide, including at the board of Hemo, however do not for a second sit there and try and justify what you and others who short and troll and even for a second pretend you have not contributed to the funding difficulties that have been experienced here over the years.

If the shorters were to succeed the result would be that Hemo go under and HG-CT-1 is buried for a long time possibly forever. The trial would NOT start with MDA, children would not be treated and would die.

You might find me calling this out as disgusting, I AM DISGUSTED, because this is the reality. Hemogenyx are being attacked and if the people attacking were to win people would die who could otherwise be saved. END OF DISCUSSION.