Member Info for JustHereForHemo

What's that? Like 200 trades of 1 share???

I do wonder what the end goal was of those who in the past few days decided to short. Did they think "Hey! Vlad just did a big placing and used up most of his headroom so ofcourse he is about to do ANOTHER placing?" Or maybe they thought the company is about to go into administration with the clinical hold and no cash.... err...

Or is it just an ideological short? Someone who is opposed to Hemogenyx saving lives? Like one of those groups opposed to vaccines or blood transfusions because of you know.... God wants kids to die... and brimstone?

Nothing is hindering or standing in the way of HEMO-CAR-T clinical trials, progress on CBR however is curtailed as Vlad cannot splash the cash.

Waiting for pumpkin to come tell us not to blame the traders or shorters...... would we be in this situation today if the company had been able to raise 10m+ at 6p?

Think if anyone acquires 30% they are obliged to put it to a vote to shareholders to acquire the remaining 70% at the 12 month highest traded price? Not sure it's been a while, and not suggesting it's likely, but it is a valid concern.

Condom what i mean is I view the incredibly low current mCap as a risk from takeover, how likely? Who knows but CAR-T licencing deals are 500m+ even in early phases so scooping it up for 20m would be a good move. Not worried about the company not being able to raise money, have heard plenty of times that Hemo have had approaches over the years bur it's Vlad who says no. But if he has no choice? If its between shutting down CBR or signing a deal he is not overly happy with? Anyway he has options I'm certain, and whatever option he choses will be for the benefit of the company and shareholders.

Anyway, it's clear the recent drops in past few days are due to alot of shorting. Have to give it to them they have balls, but they have to close and they are taking a big risk every day that passes. The SP is higher than it looks, the shorts are just deferred buys that MUST be filled.

Not being funny.... but next you will be telling us the pope is Catholic :p

Tilly these are new short positions on interactive brokers, like 1.5m spot on 1pm , 700k or something 20 mins before, some after. So it would be in addition to any shorts open last week.

Technically anything is possible however likeyhood is extremely low, from memory at the time when the CLNs were lifted directors threatened to leave if he ever considered CLNs again :P However fundamentally CLNs are practically impossible for what Vlad needs. They are nothing more than wrapped up placings in convertible notes, the note holder needs to have confidence of being able to offload enough to fulfil the note value. The existing headroom is 5% be it for CLNs or placings, and at this SP that is not enough money to do anything. No lender is going to enter into a CLN agreement when the mCap is already so low and if they did they would not offer him any more than he just raised in that placing. He learned his lesson with CLNs, he wont repeat it, and even if he tried the money is not there.

The shorters and traders have done a good job on the SP, they have made it impossible to raise the levels needed via placing or CLNs. He has many options on the table however, JV, Licencing, Grants, Barda, secured loans (see: https://www.fiercepharma.com/pharma/bluebird-bio-secures-175m-lifeline-hercules-capital-support-its-three-pricey-gene-therapies ).

Not sure if this link will be removed or not... Anyone who does have an account can go on and see the the short activity on IB today... Basically between 12 and 13:30 there was just over 3m shares borrowed and short sold, spotted a bit of weakness, lots of negativity on here and clearly went for the jugular hoping to push it down to 1.5p. Be interesting to see who posted at that time...

Seriously though.... total volume today is 11m and someone decided to invest in 3m to short??? When you are shorting 1/3 of the total volume you are taking HUGE risk for what? How much profit is that going to make? If you dont like Hemo then go somewhere else and trade and short.

Still, thats 3m sold at a loss that needs bought back, better hope no JV, no licencing deal, no grants, no barda, no announcement of start of clinical trials... Tick Tock!

https://www.interactivebrokers.co.uk/portal/?action=ACCT_MGMT_MAIN&loginType=1&clt=0&RL=1#/quote/212128104/fundamentals/short_sale?u=false&wb=0&exchange=LSE&SESSIONID=65fa73af.0000003f&impact_settings=true&supportsLeaf=true&widgets=profile,ratings,financials,key_ratios,analyst_forecast,ownership,dividends,competitors,events,news,esg,social_sentiment,securities_lending,equity_mstar,sv,short_sale

Vlad has stated he is seeking outside investment, but on the right terms, dont forget, Mint was an external investment, and we do not want to see CLNs again... I think the issue is with lots of funds such as the new york grant which Vlad did not apply for last year have restrictive terms and conditions, Vlad would have to demonstrate what the money is for and provide updates, IE give up control. A placing when its only 15% dilution that gets him over the line for CAR-T allows him to retain total control and ownership and could well be the wise decision, doing it at 2p however was stupid and unnecessary.

Watch the last interview he did though, he says he is seeking alternative arrangements, he discusses JV, partnerships, government money etc. The recent placing and the market reaction the last week IMO was the nail in the coffin for placings. Vlad does not have the option of turning down outside investment any more. I agree the science is great and agree its better to give a way a little of something if it means getting to the finish line faster with whats left.

If you have a history in corporate finance message the man, highlight your experience, the risk to the company as it stands today and waht your advice to him would be. He does actually read emails, just rarely replies to them.

Good Bline, more people need to keep shouting and screaming, the webiste is a joke and should be addressed immediately. The SP being so cheap right now IS the biggest risk of the company, its too low which makes it vulnerable and a company is not just about the science they have a duty to ensure fiscal health and that means addressing the market when appropriate. They should be taking steps NOW to speak to the market and clarify their position and shut down this negative drone which has just dominated this board for weeks now. Completely masking the fact they are so close to trials and have a complete game changer in CBR.

LESS than a pre-clinical with a Clinical Hold?

Tell me how that makes sense to anyone here? How a company with 100% owned CBR, CAR-T, CDX and Hu-PHEC with ~4m in the bank, Zero debt is currently worth less than half of what it was when it had a clinical hold, no expectation of trials in the immediate future, no cash and zero publicity or communication from the company?

It absolutely beggars belief that traders and shorters have managed to get the SP this low and its quite disgusting that LTHers who were supportive a month ago, having sold have decided to jump on the bandwagon. We all know Vlad has made mistakes, huge mistakes with regards to the funding choices over the years, but at the same time he has been financially responsible in his spending decisions and minimised what he NEEDS. Because of this there is no real "risk" he does not NEED money to keep going he needs money to accelerate other programs. This recent fiasco has however destroyed any possibility of a placing to pay for anything going forward which for me is a positive. Its almost like there are 2 completely different worlds here, the image of Hemo from this board where I have to assume everyone pictures people running around with fire extinguishers and rushing for the life boats before it sinks. Vs the realty that internally Hemo are working away, probably all oblivious to the share price, preparing for trials and getting on with day to day work with plenty in the bank.

Absolutely bonkers, the markets are a joke right now, Vlad would be well advised to take this private away from traders.

The abuse I get and have gotten for stating ANYTHING even remotely as a fact when its pure speculation is crazy, but you are allowed to state it has a lot further to fall, as a "Fact"? So what are the rules here? You can state anything you want as a "FACT" if its de-ramping but you cannot even suggest anything positive without getting jumped on?

Dhub, if you were a shareholder you would be calling out posts like yours as what it is a blatent attempted de-ramp, just because you have a lower target to buy back in does not mean your going to get it.

Roach was funding a lifestyle with a company that has hard assets, Vlad is... Whats the word? Ideologic? His goal is success and saving lives whilst maintaining as much control as possible over the company between himself and his wife. Everything is indeed possible, and yes if the mCap was 100m and he could raise 10m with % dilution allowing him to retain full ownership of everything then he of course would. Further more I am certain that was the plan post CH lift, the SP was supposed to re-rate significantly allowing Vlad to raise enough to fund everything and accelerate CBR and CDX as he stated prior.

Its not that I am saying your wrong, this is and was probably Vlads preference, its less paperwork, less headache, less oversight to raise a large amount at a much higher premium. But that opportunity did not happen, as much as that may have been Vlads intention it failed and at 1.7p it is now impossible, even if shareholders authorised him to raise more he would still require a prospectus and from the brokers I spoke to, right now no small pharma is raising anything near what would be required via a placing.

As much as people may portray this as a bad situation I am glad, I am sick to death of Vlad slipping in one more peterhouse special, handing the traders and shorters a gift on a silver platter when time and again its the LTHers who pay the price. If the door is firmly shut on vlad doing a placing to fund CBR? GOOD! He has balked at certain grants in the past because of the effort or restrictions imposed because he knew he could do a placing. He has kept 100% ownership of everything in lieu of partnerships, JV, Licencing because he knew he could get better down the line and could keep going with a placing. At this point NONE of us care. Raise money via JV, PIPE, Licencing, JV, BARDA, Grant, whatever and STOP going back for peterhouse specials.

The ONE good thing about all this shorting and low SP? Vlad has no other choice, placing here to fund CBR is just not possible. But he DOES have many many other options, it has been his choice to ignore them, and YES he does have other options, I was passed details of potential buyers for HEMO-CAR-T willing to discuss licencing it and when I forwarded to Hemo the response was its not for sale at this point. God knows how many other advances they have had and Vlad has said no time and time again. Of course he could licence or partner for something, and now he has no choice.

Guinness, the limit didn't need to be raised, he raised as much as was available last time and infact less than was first arranged as we know people pulled out. Basically 2 camps:

You believe he will limp along funding piecemeal via placing

Or you believe that at this price, with this market funding for CBR via placing is not available and Vlad will have to be willing to give away part of it to continue.

If the market significantly improves and sp is back 4,5,6p+ etc then maybe the situation will change. But we all know vlad needs SIGNIFICANT funds, 10m+ and that is not available via placing as we stand.

"where is the value to an investor tomorrow 8am" I guess for me its the point that we know that Vlad wants to progress CBR and CDX and he cannot do it on 3mil, we can all agree that. I think at this point most of us also appreciate that a placing, even if he did a prospectus to lift the 20% limit, would not give him enough to fund CBR or CDX.

So Vlad has a few choices, he either knuckles down and pushes CAR-T ASAP, get it into trials, get a few patients treated and sells it to fund the company.

OR he looks at alternatives to pursue CBR on its own legs, which means a JV, partnership, PIPE investments, grants etc.

The first would be the best profit wise for shareholders obviously in the longer run, few months waiting, delay CBR and raise enough in one licencing deal to fund the company for years.

HOWEVER

I dont believe he will wait. WHY? Not because he is not willing to wait, I am sure he would, but because everything I have seen from Vlad is that he is risk adverse, he would be gambling that HEMO-CAR-T works, that there is no subsequent hold and there is no delay in licencing. Its higher risk, delays CBR even further and if there are problems he would have to place just to keep the lights on.

The current mCap is pathetic, might aswell be free, it would be a rounding error on the balance sheets of any of the big pharma. Yet CAR-T is close to having clinical proof making it extremely valuable with a CEO who has stated he is willing to sell as soon as he has early clinical proof.

Honestly there are people out there that know this is massively undervalued and people are buying, but there was a huge placing, and sentiment is at all time lows and LTHers have sold. But the "compelling" argument to buy Hemo right now is huge, like literally I have been adding every opportunity and will continue to do so.

Sentiment can change in a heartbeat, a seller can turn to a buyer with the click of a mouse. We have seen selling on an epic scale and its pretty much ground to a halt and now the big buys are turning up. Hemo needs NOTHING to take off other than buys to outweigh sells. If there is any sort of update that includes grants, JV, PIPE, Licencing, BARDA etc it takes off without risk of the usual attack on placing. When trials start they will draw more visibility and hopefully new investments holding for results, again giving strength to the SP.

Will the SP Slide further? Maybe, I doubt it can go much further because we are seeing larger and larger buys, the SP tanked because of a glut of discount shares, not because CAR-T failed, not because CBR failed. The science here is good, the damage is done and when the storm is gone there will be plenty of traders and investors willing to pile in to take advantage of the fire sale prices.

Pwil, yes interviews before CH was lifted Vlad says how he was planning to ramp up CBR and CDX, clearly had big plans. The recent interview he is crystal clear, this did not go to plan, he is not able to progress CBR and CDX as planned and he is now actively pursuing alternative arrangements. Also yes I have spoken to investors and brokers etc since the placing and its clear that Vlad needs or atleast wants a level of funding that is not available via a placing. And I agree with you Guiness25 and have relayed as much to Hemogenyx, there is ZERO support for the level of placing that would be required to progress CBR at this SP. The company can issue another 5% to 2025 and at this price it means shelving CBR which is not an option.

I honestly dont know if he will go after grants, loan (see: https://www.fiercepharma.com/pharma/bluebird-bio-secures-175m-lifeline-hercules-capital-support-its-three-pricey-gene-therapies ), Licencing, partnership/JV however I have zero doubt he will want to ramp up CBR and that takes cash, raising another 1m in 3 months does NOTHING for the company, nada.

CBR/CDX/CAR-T are all quite huge, none of them have any encumberments which prevents Vlad from using them to raise cash. Vlad might want to keep 100% ownership? Well good luck to him, he is running out of alternatives, he blew it with the placings and he knows it.

Lol, I actually don't bother checking any more as I'm so confident you will find if 😊