RE: JV or VC?25 Apr 2025 15:37
Socialist, as the first decent ENGAGEMENT post, let me throw a few thoughts at you.
1, I agree they are most likely, Vlad needs millions and Equity issue in Hemogenyx does not give that unless he is willing to give away the company OR find someone willing to invest at a massive premium.
2, I like the idea of JV, HOWEVER a JV would likely mean a big pharma who wants to ride to the end, it may mean they demand more control and agree a smaller prize at the end, IE fixing the price early before we have results.
3, a VC would mean giving away more equity now potentially as they are very ruthless, HOWEVER it could be easier and faster to complete and as they would take part ownership of the shell holding the CAR-T they are going to be motivated to secure a better sale price, on the flip they may push the company to licence sooner than Vlad would like.
To be clear I support both options, I hope one of them is what is secured, if not? Then we are in real trouble. Boom or bust! Exciting times! Phil, there was a time SP mattered and if people wanted to encourage others to buy to help the SP then crack on as long as you stay legal. But now? As Socialist says there are only 2 games in town, if neither deliver? Then so be it we lose our hats. If EITHER deliver? I DO NOT WANT THE SWAMP RATS TO BE SHAREHOLDERS WHEN THAT HAPPENS. You wont find me on here or twitter or anywhere else saying anything is imminent, could be days, could be weeks, could be months. The traders have mostly boggered off, HAPPY DAYS. Let them come back in days weeks or months when an RNS drops, if its really bad they can gloat if its really good they can buy then.