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Congrats. Dru!

Agree.

Hemo have a history with J&J. So they have probably been keeping and eye on Hemo developments before the conference

??

Got AI to run some simulations. Heres' what it said about where Hemo is at now:

Risk-adjusted revenue

If peak un-discounted revenue potential = $1B/year (conservative 15% market share),

then risk-adjusted at 10% probability = ~$100M/year equivalent.

If we apply biotech valuation norms (peak sales × multiple ~3–5),

that suggests a risk-adjusted market cap potential = $300–500M.

And we're less than $100m

And where AI thinks Hemo could be on a buy out:

Hemogenyx grows or is acquired.

$500M–$1B

A 10% trading range during the day, is really neither here or there. It feels like it a bit though as we're used to pennies difference and now it's pounds :-)

Agree with JHFH though. Will finish blue, or flat if the MM's walk it down in the last 15 minutes of the day.

Little top up for me: 10:32:12 1,419.50 14 198.73 O

If someone were to sell £200k in one trade, then I might raise an eyebrow

Exactly JHFH. Ridiculous people bemoaning churn. It's all good stuff

And tbh £30k now is not really a massive sell. Being only 1900 shares?

That would have been worth £2600 a few weeks back

Tomorrow morning will be interesting.. if there are any dodgy senators et al, at the summit, who like what they hear, then it's worth them staying up for 3am in the morning east coast time to try and buy a piece of the pie.

Let's see.

With Big Pharma facing a patent cliff looming... then pharma has their cheque books out.

(apologies for the 3 posts.. my keyboard it hitting return all by itself grrrr)

So it may be months, it may be a year or even two. But we'll get there too

89Bio, which has a single drug candidate, that is now in Phase 3 trials has just been bought out by Roche for $2.4 Billion!

Agree... Assume Vlad is also presenting in New York? as well as Capitol today.

Orhy: the SP has fluctuated a bit. Ask has been up to 1620. Bid has been up to 1490. 1500 i think?

Pretty settled in the range atm though.

I'll repost this for the benefit of anyone that missed it earlier: https://youtu.be/kENNVHbuv4Q

lol

I believe Vlad's slot is 12:30 i think someone previously said. So 5.30pm uk time. So after hours.

This churn, yesterday and today (thus far) is all very positive stuff. It allows some people to exit with their profits (each to their own) and other to buy in either for the first time, or again. Ready for the next move up, which we know is coming.

An investor base with higher entry points is always a good thing. Providing a base.

Where do you lot come from lol

Reworked this a bit! Listen here: https://youtu.be/kENNVHbuv4Q

Vlad's Theme!

Easy to see they have a short open on hemo.

MM's shaking the tree hard too.