Member Info for JustHereForHemo

Yep everyone is in the dark, because if they dare suggest otherwise there is a witch hunt on here and people go crying to the FCA or dedicates pages demanding sources and blood. So yes, everyone is in the dark....

Socialist, I can categorically state a Peterhouse special is not possible, Peterhouse placees are forward selling/shorters. They do not buy to invest, or hold, they would therefore demand such a massive discount all but guaranteeing a profit flipping post EGM OR they would want to forward sell/short before any placing RNS. The market makers would not allow naked shorting in this scenario as they did with the last placing because a vote would be required.

Bottom line is the mCap is too low, they have used their 20% head room and the market would not tolerate a discount placing. Please dont take this as me being argumentative but I have had those conversations, the market is not an option right now, peterhouse are off the table completely. Vlad raised 700k to give himself the breathing room to negotiate a decent deal with a VC etc and that is what he must do. If necessary he can fall back on a loan staking HG-CT-1 as security, but bottom line its not a case of me being overly bullish etc, but the fact is Hemo need millions, they have zero head room and the market is toxic, a placing is just just unlikely it does not work in this current environment and sp.

Was everyone here born yesterday? Come on it should be blatently obvious by now what Trump is doing its pure market manipulation, he has spent all weekend spouting how "50 countries have already rung me begging for a deal". The tariffs will be postponed at the last minute, just after he and his croonies and billionaire friends "buy the dip" this is nothing more than another grift like the TRUMP coin. He will then claim the biggest best ever one day recovery ever in the history of recoveries.... Even aside from that pharma have a carve out so seriously this tariff shock is not going to have much of an impact on Hemo. Nlgb IS correct though that big corporations will have their hands full dealing with this BS. That again is fine we are not about to licence. There is blood in the water and that is when the sharks feed, and VCs and funds are considered sharks, they will be only too happy to take large chunks of small companies to provide essential liquidity at short notice. Nothing has changed, arguably the only difference is todays drop has given Vlad even less options but to take what the VC is offering, so be it, we might give away a higher % of HG-CT-1, needs must!

Why do I mention it? Because others mention extreme worst case scenarios which are not actually viable or possible and much less likely so I would prefer to keep it real and say the worst case scenario is going broke. HOWEVER like you say Vlad is sitting on a pot of gold, he would have to choose to flush it all away and refuse to part with any ownership for that to happen. I personally do not see that as remotely likely. I am VERY confident and upbeat but if some people want to be negative they might aswell go the whole way :-)

Micky, big pharma will deal with anyone provided they have clinical results, up until 1 week ago Vlad had no clinical results. You can look at every single interview going back years, Vlad has always stated, until he has clinical results its going to be difficult and then the doors will open. He has had results for like a week or two, we have no idea who he has spoken too in that time, zilch. I get accused of jumping to conclusions all the time but this board is just swamped with people jumping to conclusions because in the whopping few days since Vlad got some clinical results we dont yet have a 100m licencing deal. Its just unrealistic and bonkers. He has literally just gotten the results and there is no way on earth he can tell us the names of who he is speaking too.

And no, you wont get names, you wont get details of the interest being shown, your not going to be told how much people will invest for what % or what date it will complete. You wont know when Vlad is meeting people or who is his meeting, as much as this may be frustrating this is business. Just because you dont know the details of any "real interst from major pharma" or VCs does not make it real and I can categorically tell you now you will not know details until something is signed, IF something is signed. Maybe they wont maybe Hemo will go bankrupt. But you need to accept the fact you are NOT going to get the direct answers you want on here.

So you either trust that Vlad will secure the funds

Or believe he will go bankrupt.

Entirely up to you.

Micky, WE are desperate on here, MrIndia is Desperate, the private investors who have nothing more than a bulletin board are desperate with no signs of real interest. Because we know NOTHING on here. We believe the company has no progress because the share price tells us so?

Did the recent update say MD Anderson have selected the next patient or did it say they have cancelled the trials because hemo have no money? Seriously. WE ARE THE LAST ONES TO KNOW ANYTHING. MD Anderson know the colour of the patients socks, they know the price of the tape used to hold in an IV, they know the exact date they expect to receive each dose of HG-CT-1 and they are a billion dollar company, Prevail are worth billions and they are running the trials with live reporting data.

Seriously, please set aside your emotions and previous misgivings, forget about Vlad for a second. Does anyone really believe all these partners would be happy to treat patients as if nothing was wrong if Hemo was about to go bankrupt?

Correct this is possible, both an EGM and a prospectus would be required to go down this route which takes both time and money. How much do you think the company would be worth by the time the vote rolled around? How much do you think the company would realistically be able to raise given the recent volume? I can guarantee this route would leave the company bankrupt before the end of the year. It may be an option to buy a few months and if the company were desperate and had zero other options I am sure they would consider it.

HOWEVER. Lets get real

Hemogenyx need MILLIONS. A desperate cash grab placing with EGM and prospectus would not raise a million at any discount, cold hard fact, the market is closed. They are about to move from 28day trials to 14 day intervals, DOUBLE the number of patients with a significant increase in costs. Im not sure why people dont get that we are at that point where they secure MILLIONS or go bust. A placing does not work, go ring Peterhouse or SP Angel and ask if they can raise a few million for Hemogenyx at any discount and they will laugh.

Its going to be a VC most likely, POSSIBLY some sort of JV or licencing deal, but realistically you cannot run clinical trials off placings, it does not work. It just so happens I am very comfortable they will secure one :-)

Don't you worry, flame is burning hot 🔥

We are now at a point where we have a CAR-T treatment in trials with the first patient showing positive response and the CEO now with a massively improved hand to negotiate with VCs and pharma.

We are past the point where the SP is relevant.

Maybe Vlad fails to secure funds, it's a risk, but also good chance he secures a significant non dilutive cash injection. We will find out soon enough, one of us will be laughing in the coming weeks and months 😀 you brave enough to short? I'm brave enough to hold my shares IN PAPER certificate lol.

Micky, to be clear I have a paper certificate like most of us do, we paid cash £3 per share, there is no CLN. We have certificates for shares that we can lodge with a broker which cost £3 and are now worth £1.85. There is no safety net. And again, if you want to remain negative and depressed then I am sorry but your only hurting yourself, I refuse to live in the past. I am confident about the future. I am not blind nor cautious because of what happened before but i wont let that ruin my life, peace out. Hopefully one day you are a much happer chap and we can all meet and laugh about these painful years.

Guys, going round in circles and its great and all, but either you think its going to work out or not. Vlad could shut up shop tomorrow or land a massive licencing deal, IMO your only annoying yourselves being so depressed and I get it, I 100% get it and I have been there. But I have recently engaged with the company, nothing that is not public, but bottom line? I trust Vlad, he is a decent individual, he knows its been a painful period and he wants to succeed. I trust him, as you say you have no other option, but it would be nice to have some positivity while we wait for the outcome :-)

The levels of negativity are just shocking, how can people feel so negative and yet still hold their shares? That amazes me, if you are holding a stick of dynamite and its on fire and your confident its going to blow up why would you not throw it away? People are treating Vlad like some evil genius who set out to hurt shareholders completely forgetting the fact he and his wife are the largest shareholders. While he may have made mistakes does that justify painting him like some super villain?

I now know more about the timing than most and no it was not in place when the CLN was being finalised, yes it took effect before we got our shares but there was never a deliberate attempt to hurt us or push the share price down. So can people please wise up, there is no big conspiracy here to hurt us, they needed money, they did the first injection, they were offered money and they got shafted with the terms at the end. End of story.

So what now?

They have facilities worth 5-7m on their own

They have CAR-T they could probably flog easily for 20m if desperate OR worth 500m-1b if they get a few more sets of results

They own 100% of CBR and CDX

They have ZERO debt and raised 700k like 2 weeks ago.

They have promising efficiency readings from patient 1 and patient 2 due for injection in 1-2 weeks.

Maybe if the company had debt and creditors or we had no clue if CAR-T worked or trials were months away I would get the negativity but seriously. People are really going out of their way to be Karens on here.

Sorry for the double post I used a Left angle symbol which cuts off most of the post. Anyway, I have to head, last post for today. Hope everyone has a great day, all 4 or 5 of us on here today anyway!!! :P

For the next 7-8 months they do not have the choice of making this mistake again, the headroom is gone and they would be forced to use a prospectus to shaft us again like that now. HOWEVER whilst a prospectus could be used to fund raise without notification it would require an EGM shareholder vote due to the pre-emption of voter rights regulations which curtails the headroom to I think they have 20% left. With an mCap of 7m in theory thats 1.4m with no discount. HOWEVER.

The reality is there is more chance of hell freezing over than someone giving them 1.4m with no discount so assuming another shafting of 40% your down to 800k, take away 100k+ required for placing expenses and your back to 700k. Now before any placee would be willing to hand that over they guaranteed would want to once again forward sell as much as possible, recent volume has been less than 5k shares traded per day so your talking months and during this they would be short selling and people would KNOW they were selling so the SP would fall. The likely hood being the SP would tank maybe even down to £1 at which point they would not be able to raise even 3-400k without doing a vote. The suggestion of a Vote 100% disqualifies most of these shady lenders, they want to short sell to the max, take the placing, close off and dump whats left and walk away having not put a penny of their money on the table. A vote makes this impossible so they wont even offer.

So its not that I am saying I trust the board have suddenly woken up and changed their mindset, I am saying the numbers do not add up. For Hemogenyx to continue as a going concern and to pay for the trials the CANNOT do it via a placing.

Whats most likely AND beneficial to us all, is they do what they are doing and secure a VC to invest xMil for x% of the HG-CT-1 in a SPV. The cash injection there can pay Hemo for CMO of the CAR-T. The lack of placings will mean these II's wont waste their time shorting and the SP should rise. Then yes you will see dilution, that recent II of course will convert their 350p warrants probably at £4 or 5 and there are warrants at £4 and £5 so the company will get additional funds via those conversions. It all depends on the board securing non-dilutive investment and not going back to the market.

Both Vlad and Peter know this situation, they would have taken VC cash at any point over the last few years if it was on a silver plater but I agree they fell back to the easy option of hitting up the market time and time again. So yes, we have heard this many times before, and have they learned? Its my OPINION that they have and they either follow through or the company is finished, because as laid out above, they cannot now continue as a going concern relying on placings.

For the next 7-8 months they do not have the choice of making this mistake again, the headroom is gone and they would be forced to use a prospectus to shaft us again like that now. HOWEVER whilst a prospectus could be used to fund raise without notification it would require an EGM shareholder vote due to the pre-emption of voter rights regulations which curtails the headroom to I think they have 20% left. With an mCap of 7m in theory thats 1.4m with no discount. HOWEVER.

The reality is there is more chance of hell freezing over than someone giving them 1.4m with no discount so assuming another shafting of 40% your down to 800k, take away 100k+ required for placing expenses and your back to 700k. Now before any placee would be willing to hand that over they guaranteed would want to once again forward sell as much as possible, recent volume has been

the current mcap has zero relevance to the value of hemogenyx.

in terms of assets hemogenyx have cdx, cbr, car-t et all. they also have infrastructure, valuing hemogenyx only on bricks and mortar:

"given hemogenyx’s current pre-revenue status and the clean rooms’ recent completion (announced in 2024), a conservative yet realistic valuation based on tangible costs and immediate utility is most appropriate. i’d estimate the two fda-approved clean rooms at approximately $5 million to $7 million in current value, acknowledging their critical role in the company’s pipeline without overinflating based on unproven future earnings."

their current value just about covers their clean rooms and nothing else. that places a value on hg-ct-1 of zero pounds and zero pence. i wont even begin to apply true value here, you all have access to ai, use it!

the current mcap has been artificially set by this(and previous similar):

https://www.lse.co.uk/rns/hemo/institutional-investment-4p9wkg4nu54doq4.html

an institution through co-ordination with an mm forward sold 100s of thousands of pounds worth of shares > £3 per share naked shorting suppressing the sp though some incredible news on first injection offloading an unlimited number of shares. they then did a placing with hemogenyx at £1.80 closing off those shares and pocketing >£1.20 profit per share. what had not been forward sold was dumped to the market at around £1.82-1.90. at the same time this **** drop of ~40% would have liquidated many tens of thousands of shares held by existing shareholders in cfd or leveraged accounts wiping them out and destroying any prospect of them even being able to buy back. then we suffered a few days alter a significant short attack dragging the sp to 1.50 likely causing a margin call if there was any leverage positions left out there.

^ this is why the mcap is 7mil for the sake of raising £700k millions was wiped off the mcap and the portfolios of shareholders. the anger felt the hurt suffered by many was real and this is why i have been engaging with the fca to see some justice carried out.

i say this for transparency, the mcap is not fair, its not linked to value or worth or earnings or potential, its the result of a cold cruel calculated cash grab by some individuals willing to bend or break the law for personal gain. the company knows they were played, they know this way of working is unsustainable and they cant risk it again.

if like me you believe that vlad has realised this can never happen again and only a vc or licencing is possible now then the future is very very bright indeed. if you think vlad will go back to these same iis again then run a mile!

there is no better investment opportunity out there, but its not without risk or trust and i dont blame those who are not willing to trust or take the risk.

Morning everyone! Great to see a positive RNS and whilst I am not surprised to see mention of Safety, I AM surprised that they are able to comment on efficiency so early and this is a HUGE vote of confidence in HG-CT-1.

Not returning to LSE, not looking for a debate but I will share my thoughts on what happens next:

1, Hemogenyx have used ALL their head room, that means they cannot do a placing for any doomsayers who predict one, they dont have head room for a placing and do not have head room for previous warrant holders to exercise their warrants. To do a placing would require a prospectus, this would require a vote ruling out traders who want to forward sell/short before agreeing.

2, Patient 2 manufacturing is underway, they have therefore passed the tests, it was announced last week they were starting so Lympho-depletion will likely start next week and infusion the week after? Dont expect an RNS on every stage, Vlad might but I dont expect him to keep this level of reporting.

3, The company now have results from a bone marrow draw, they have only one set of results but its enough to get started, the big question everyone has now is FUNDING. The following are options that DO work:

a, A grant - Have not heard any rumours this is going to happen any time soon, wont discount it.

b, Licencing Deal - If there is an offer to buy then he will sell if the number is good enough. I have not heard any rumours of a licencing deal but Vlad has said several times in interviews that the company are actively engaged with 2 big pharma so again, I wont say this is likely in the next few months but I wont discount it.

c, Venture Capital - This, for anyone not paying attention, is the most likely. According to Grok, Gemini, many many discussions with shareholders and others is the most likely scenario. Is it guaranteed? Nope. So how would it work? HG-CT-1 would be segregated into a subsidiary like Immugenyx LLC which is wholly owned by Hemogenyx. A Venture Capitalist under NDA would be free to review the results and agree to invest in ONLY HG-CT-1 by buying a percentage of that subsidiary, either in a lump sum or tranches. That percentage would not be affected by future dilution of Hemogenyx PLC and would reduce risk and exposure on behalf of the VC. We would lose a percentage of the CAR-T but become a CMO with funding now secured for the parent Hemogneyx for the foreseeable future. But even if we retained only 50% the VC would guarantee the trial is funded and that makes it 50% of 500m+ down the line vs going bankrupt.

The last funding round was an unmitigated disaster, it was shocking. Hemogenyx need MILLIONS to go forward, if that comes from dilution then its game over, the market will not absorb it, if Vlad secures a VC or licence? No more shares hitting the market, no more shorting, we can chill out and wait for the results.

Again I am not returning, the above is not a debate its my opinion, agree or disagree, buy sell or hold, it matters not

Breaking my silence here to state, as a fact:

I know where Haywain works.

I know his job.

I know his qualifications.

He is not an anonymous fake screen name.

He knows more about this stuff than anyone else who posts on LSE by a country mile.

He has ALWAYS engaged and answered satisfactory any attempt to undermine his credibility.

I have been in meetings where he has challenged Vlad and not had a clue what they were were saying but they both looked happy at the end so I was reassured.

If people want to discredit or discount me? Work away, but on the science? Haywain is a matter expert. FACT.

Got to run here, but:

The board watcher was someone to go out and seek deals, did a good job securing parners etc in manufacturing and the like but it was all behind the scenes stuff and not visible, but its the reason we now have a company that has raised like £21m to date and have a CAR-T IN THE CLINIC. Sadly it does not reflect in the SP but when you step back and appreciate what has been achieved here? it is remarkable, Vlad just chose the wrong market to list in. As for PR? It would not surprise me, personally I would like him to remain as a voice as he DOES speak for us shareholders but Vlad votes him down. A 5th voice on the board to break ties is the ideal scenario here.

Micky.....

Vlad wants to retain 100% of his prize. He has achieved this todate by doing placings to raise < £1m per turn.

He would likely want to continue this until the FCA actually gives NDA and the thing is worth billions. If the mCap was £300m I have no doubt he would not even consider selling for the next year.

HOWEVER if that is not an option he will have to sell all or part of the HG-CT-1, perhaps giving away just 10% or so, we dont know, but we are at the point where THAT is his option, He can sell a percentage or all of HG-CT-1 and raise MILLIONS, 10s of millions NOW or in the coming weeks when he has results. That means ZERO additional dilution.

What do you think happens to the share price if Vlad brings in say £20m having sold say 20% of the HG-CT-1? And I am making up the numbers here I have not had ANY conversations RE money/valuations/potential sales with the company.

The point is Vlad has NOT had these conversations yet because he had no results. He now DOES have results and HAS to have this conversation because placing at this price is impossible and they cannot survive 6 months without cash.

ALL of the issues here are due to lack of funds, we have a much better product CDX and a ground breaking candidate in CBR, both are worth many times more than HG-CT-1, but they need cash. The traders and shorters cannot do one thing against us if the cash is coming from a license or venture capitalist etc.

Its certainly not guaranteed that vlad will be able to sell the CAR-T, there is still risk here, but in terms of binary plays? We are at the point where either Vlad sells something thats not shares or he goes bust.