Dhub, aint going to move either way until the placing share are added to accounts, in particular to balance out the short positions, too much risk for the leveraged ones, interactive brokers in particular. No incentive to push the SP down right now, but huge incentive today to just keep it flat and close out and walk away clean tomorrow.
Be interesting to see who starts promoting the stock on twitter etc, they will be the ones who did not manage to forward sell everything.
We are in agreement, one small ray of hope for you, I have had some feedback regarding the recent placing and it looks like they WERE making efforts to do things differently/better but overall the experience has been somewhat of a wakeup call to the company, Vlad in particular. He has no choice but to change and adapt at this point, worth recognising that CAR-T was chosen to progress ahead of CBR, CDX and Hu-PHEC NOT because its better but because it was the cheapest and fastest, the regulatory hurdles associated with trying to get IND approval for CDX or CBR are going to be much higher than HEMO-CAR-T. The level of animal testing, the facilities that would be need for Hu-PHEC, list goes on, but bottom line is, if Hemogenyx did not have HEMO-CAR-T right now and had to progress something else on the budget they have at this valuation? They would never stand a chance, Pharma with candidates like these usually IPO with 100m in the bank and angel investors. The fact we are sitting on EVERYTHING, 100% and mCap of 20m? It is bonkers, so the idea that this is sustainable is also bonkers. CBR WILL not progress with vlad raising 5mil a year in placings, it is NOT GOING TO HAPPEN.
So he either licences something, which sounds like HEMO-CAR-T as soon as he has a few people cured or he significantly raises his game and starts putting Hemo on the world stages. But remaining stagnant at this price for another year? Impossible, if he cannot raise the SP he will be forced to licence or sell something, I BELIEVE he recognises this reality so I am optimistic, whichever happens ironically should be good for us :P
Its a tight line to walk, I would hope all who have been here long enough will recognise that while I defend Vlad and the company I also give them a fair dose of criticism. Website/PR/Communications - ZERO DEFENSE, NONE! I have been very vocal about this, have made my feelings clear about how lack of effort here creates a vacuum that allows the trolls to flourish. The science really is that good and undervalued the hope is that at some point organic PR and coverage and efforts by shareholders etc will fill that void, certainly saving a few lives will do wonders! But that does not mean I disagree, Vlad SHOULD be doing this side of the business and he is not, he expects the science to be appreciated and rewarded on its own merits without any sort of promotion or ceremony.
As for him NOT caring about shareholders? He does, he is one himself, you do not need a degree to recognise that he craves shareholder affection. His bouts of PR, interviews updates, engaging on Twitter, replying to emails, happy to be seen and interact when things are going well. Then SP goes down and Shareholders give him some abuse and he goes dark, closes twitter, blocks everyone who mentions Hemo, blames the markets for not showing him the love he "deserves".
Lets be blunt, he is very emotionally immature and very naieve when it comes to business, he was warned what would happened if he went back to Peterhouse for ANOTHER placing, and yet he still thought this time would be different. Surprise! IT was not, EVERY SINGLE time Vlad goes to PH for a placing the traders 100% will forward sell/short as much as humanly possible.
He also needs to recognise that 99.999% of the worlds population are not based in his labs and the ONLY way to easily see what the company is working on is their website, which as of today? STILL has " is a pre-clinical stage" working on Hu-PHEC.
Anyone here who is a genuine shareholder, 100% if you attack Vlad you will not achieve anything, he will huff and ignore, if you actually care about the company then BE CONSTRUCTIVE. By all means contact him, but make it a S417 sand witch, open with the positive, company IS doing well except for the funding side, but in the middle make it clear, the wider public NEED to know about Hemo or they will never invest, the website has gone too long, its not a "nice to have" its essential at this point. In the mean time instead of attacking Vlad on twitter expecting him to suddenly change? Actually spread some of the recent achievements they have made. I have seen ZERO mention by anyone that CBR could treat Alzheimer's AND brain cancer. This is huge and yet?..... Nada. You have a voice, its doing sweet FA on here, use it on your social media, contact the company, but do it in an CONSTRUCTIVE way.
Pumpkin, your laughing at people who bought at 2.41p which would have been a valuation of what? 25mil for Hemogenyx?
Seriously? On what planet do you think 25mil for HEMO-CAR-T on its own is even remotely realistic?
It should be perfectly obvious to everyone who is serious and genuine that the current valuation is wrong, and at this point nobody except the vocal few on here can deny the damage done by traders and shorters. It is all well and good to blame Vlad but there are dozens of companies that sail along increasing in value, raising funds delivering science with zero trolling, no attacks, no shorts, realizing value for shareholders.
How does Vlad win against such motivated hate and vitriol? I dont know but please stop pretending your not part of the problem and gloating because someones brother bought higher than the current SP, instead of focusing on that maybe focus on the fact that traders and shorters dedicated so much time and effort to pushing the SP down to the current SP?
If you REALLY were a shareholder with shares in your SIPP you would maybe care about that rather than gloating at a company about to go into trials to try and save lives having to do so against an extremely hostile market that thus far has shown no support.
None of this excuses the lack of website, poor PR and continually going back to Peterhouse, but your obsession with ONLY trolling and gloating when the SP is down is really not a good look.
Government involvement in CBR? Going to be silent until its not, won't be any commercial agreement etc if they are testing ebola etc don't expect daily updates...
Apart from that Haywain can speak much better than I on why no interest yet, but my understanding is there is no interest unless vlad wants there to be interest. If CBR and CDX and CAR-T are not demanding enough money yet then they are not for sale until the money is right, 15% dilution to avoid a cheap sellout at this point is a fair trade.
As for II investment etc? Hemo STILL have next to no visibility or exposure and with an mCap of 20mil they are too low and therefore too high risk to meet the investment profile of most funds.
Vlad MUST increase visibility and interest in hemo, do that and investment will follow but he needs to make an effort and fix that god forsaken website or take it offline and shoot it.
Good god, who invited the circus!?! Grow up idiots, hemo is undervalued, it's been shorted and attacked and forced to place at a disgusting price thanks to idiots who have one priority, sell before any possible placing and make it as expensive as possible. Company has gone from strength to strength and are in an incredible position, just a shame they attract some or the most vile traders in the markets, but such is life, we will win, hemo will deliver, the trolls will be proven to be nothing but sad negative trolls.
Peace out muppits, maybe grow up instead of dedicating your time attacking a company working to save lives, or don't and waste your time here.... sad.
Sub, the individual complained about lack of response, got a response and then proceeded to doctor it and share the email on social media. There is nothing of an "inside" nature in the original or doctored version so in terms of taking action? There is nothing illegal its just rude and that individual should not expect a response in future based on that.
For what its worth I have seen the doctored email and my immediate thought is... Why? What a pointless endeavour to waste your time doctoring a courtesy email? Its not like the doctored version has anything of note it it anyway and all the individual has done is soured the directors from engaging with anyone in future.
An email has been circulating purporting to come from a director at the company. I have contacted that director who has seen the post in question and states that it has been doctored. For what purpose I don't know, but please people, keep it honest we want more communication not less and this is not the way to achieve that.
Remember when you do report, your reporting a very small number of insiders who have insider traded and used LSE with impunity to try and manipulate the market for financial gain. Hemogenyx followed the rules, but a small number of traders did not, they are the ones who should be held accountable. Perhaps if the FCA did identify and prosecute a few it would deter others in future.
HT I assumed there was one when Stu said there was one coming in the morning, but I also assumed 2.5p.... 2p was a shock
No sounding for me, didn't take part, but assumed one at 2.5p after the statement from Stu who I think we all know was 100% inside.
2 large
2 cheap
2 slow
From a position of weakness when everyone knew bank balance was low. And some knew it had to be a discount placing.
Learning points:
Don't let balance drop so low, better to raise less but do it quickly before traders can short price down.
Ideally however.. just licence something for enough upfront cash to fund hemo for the next 2 year
Digit, had a few weeks of anger at the markets had to get out of my system, I did and feeling good again, have a good wend 😊🍻
Meh, its friday, have a good weekend all.
Damage is done, wont cry over spilt milk, thinking about it logically, leak had to have happened probably before the FDA even lifted the CH because the sell off was so hard and fast (mind out of gutter HT...). Its one of those things you can accidently let slip and not think its important or even inside information. I went into the CH being lifted on assumption (my mistake I will live with it) there was a funding arrangement already in place. If I had known there was none? I would have sold some shares at 6p 100%.
Anyone has a chance to speak to Vlad, ask him who knew that Prevail would not take part and it was going to be a public placing, small detail but massively important.
F it though, its done, placing sucked balls, but I have added a fair whack now, IMO Vlad gets a free pass on this one because the potential of what comes next is so huge and 15% dilution is not alot.
Have a good weekend all, I am not off on a boat but I am am off to an Air B&B (A VERY cheap one....)
Going to be honest here, THAT is the key bit of information, forget about the placing price or the date etc, as soon as FDA lifted the CH the veracity of selling and shorting can only have come from people with 100% confidence a PUBLIC placing was coming, which makes me think that even before brokers were contacted people KNEW that Hemogenyx were going it alone in terms of placing. If you think they are going to raise and Prevail Will or even just MIGHT put in money, that is an investment and wont be sold down. Even if you know there will be a placing unless your certain its going to be a peterhouse special and not Prevail you cannot short so heavily....
So big question... WHO KNEW PREVAIL WOULD NOT BE TAKING PART IN PLACING????
Who knew inside Hemogenyx and who did they tell??
I had my opinion and I am very surprised to not see prevail put cash in, I am pretty sure if I go over your past posts you have posted the same expecting prevail to take part. Fits the company profile and history and just makes sense. Are you telling me you ONLY posted that because I said it first??
Vast majority of us assumed there was a plan for funding, and looks like there was and it was to raise some funds in a private placing at a premium, the actions of some prevented that. Haddy I agree some sort of upfront subscription at a fixed price would have been ideal. Darwen, rubbish, Hemo accepted 2p because traders and shorters were forcing the SP by selling as much as humanly possible before the placing closed tanking the SP, ZERO to do with what the company is worth at this stage. Also go and listen to the SP angel interview and you will see how many patients are likely to be needed for CAR-T, IF we even get a fraction of the way though that number before licencing I will be surprised.
What happened here was a re-run of the CLN Death Spiral fiasco from a few years ago, some people knew they were guaranteed a discount placing, they could sell/short as much as possible and provided the placing SP ended up lower than the average they sold/shorted at, they win. To assume "investing people" think Hemogenyx, now CLINICAL with a CAR-T treatment about to go into trials is only worth 20mil is just farcical.
It would be foolish to assume the SP will significantly re-rate in the next few days or maybe even weeks until there has been sufficient churn of the placing stock.
It would also be very foolish to assume the SP will stay here as none of us know, how much has been forward sold, who is buying or waiting to buy or what news will land next.
Getting sick of defending Vlad here, because IMO he could have managed this placing better in many many ways, HOWEVER he has been doing a pretty fantastic job in recent months and to blame him for what is blatant market manipulation and insider trading is wrong!
Vlad has held his nose and taken a poor price for a placing, but he has secured enough money to start clinical trials IN humans with HEMO-CAR-T. He has the cash, he has the hospital and he has FDA approval. Move on, give the man a chance to prove it works and yes MrI, FANTASTIC post, Mr Handsome has had a very good impact on you!!!
HK, The licencing deal is ONLY for DLL3 target therapies, which fall under NCT05680922 on the link you provided which is ONLY Phase 1. The rest of the pipeline, of which many candidates are in Phase2/3 trials have nothing to do with the 100m/1bn licencing deal mentioned below.
Perhaps I misunderstood but when they say DDL3 targeting set of therapies I equate that to HEMO-CAR-T which is targeting FLT3 for AML, however also including rights to package and test against the likes of ALL and perhaps variants such as SAFE-HEMO-CAR-T etc which are all tightly coupled.
Genuinely interested to exactly what this 100m + 1b licencing deal covers, but per that link you have shared ONLY one candidate on that list has § symbol and the legend below says THAT is covered by the licencing deal. But I agree its worth recognising that They have already proven themselves, they have a track record and reputation and find it much easier to demand an acceptable licencing deal much earlier than would be possible for Hemogneyx who remain unproven.
Matt, do you care if it takes a few days or even weeks to churn? Are you here for 5/10%? I am not, if HEMO-CAR-T works its worth ALOT and 10% will be irrelevant.
L200 your talking about 2 weeks later. Do you actually believe vlad ever thought sp for placing would be 2p after going clinical? Again, the damage done here by shorters ans traders is disgusting
Ok, reality check here.
Vlad was doing ONE placing, he wanted to raise MUCH more than 3/4m at 2p he would have wanted probably 10mil at 6p. There are very tight restrictions on what he can do in terms of dilution so he ABSOLUTELY should have done everything to try and raise the SP BEFORE doing the placing. He did 2 stellar RNS's on CBR and they just did not do enough because there was so much downward pressure. It was a battle between traders and Vlad, the traders won.
This argument about he should release xyz now or after placing to push SP up to 15p? Utterly pointless, Vlad does not need to raise any money he does not need to care about the SP right now. In all likelyhood the SP will re-rate because those who sold/shorted/attacked have zero reason to do so now, the placing is gone. People will buy in because they know the trials start soon and when Vlad proves it works then CAR-T is worth up to 1 bn. The Share Price is completely irrelevant when he is agreeing a licencing deal, he will be selling HEMO-CAR-T for cash to a third party not issuing stock.
Vlad should not have done market soundings and maybe done something smart like a very small placing immediatly after the FDA lifted the hold to get rid of the shorters and trolls, then release the CBR RNS's and THEN do a much larger placing at a much higher premium to the Pre CH price. But its done, Vlad did what he thought was best. He is not flushed with enough money to do everything he wants for the next 2 years but he has enough to get CAR-T trials started, if he proves it works then he can licence it and make enough to leave Hemogenyx fully funded for years to come.