The interview16 Dec 2024 09:31
Not looking a debate, if people agree/disagree, thats fine:
CBR - Highlight the significance of the recent update, once funds are available expect alot more noise to be made, nothing has changed since the last update few days ago.
Funding - Sounds like they have not formally started a fund raise, IE no imminent placing/dilution, nice to have confirmation after facing week after week of being told an imminent peterhouse special discount placing would come straight after consolidation. As stated last week the CANNOT start talking to the American investors to open formal talks until after the consolidation, so this is reassuring that they are still hitting the US markets to fund raise.
HG-CT-1 - Appears to be some confusion below, there is no 25 patients, Vlad was talking about financial declarations of those involved in running the trials, IE every doctor or nurse who treats people with HG-CT-1 will need to declare if they are a shareholder in Hemogenyx or not and their current holding if yes. Thats it..... In terms of first injection? They cannot inject a patient until they are recruited onto the trial, HOWEVER most of the likely patients will all have been pre-screened and they could all have been tested by now. Technically Vlad could have manufactured HG-CT-1 for a selected patient if he wanted. So on the CAR-T front the interview is basically adding slightly more flavor and explaining why we have not had the official letter yet (which I do appreciate) whilst telling us nothing in terms of timeline. Patient 1 December or January, time will tell.
Overall, the interview was a little lackluster, if its going to be a regular thing with updates like this on a monthly basis then good, it adds context and keeps us informed. Good for shareholders, nothing of value to trade on.
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