Member Info for lignumvitae

Farmers , plantation owners, are very conservative people. They only change methods of operation when they have been convinced, either by demonstrable benefits or by recommendation from other growers.
So, this type of evidence is essential & represents the firm foundations of the company.
All credit to BM. The years of patient building are now about to bring their reward.

If the junior pharma sector is the oyster then HEMO is the pearl. Understated, careful with its funds, making announcements only when there is something of substance to report.
The link in the RNS is to the 24.06.19 announcement that I have referred to in earlier posts [can be found easily in my posting history]. Much more detail in the humanised mice programme can be found via the Immunenyx subsidiary.
Covid-19 becomes critical when the viral load overwhelms the immune response. Delivering antibodies is like sending in reinforcements. These are the good guys!
And, the point is, they are developing a treatment platform not only for this pandemic but for future threats.
And, quite apart from all of the above, HEMO's leukaemia [AML] programme is a source of quiet excitement within the company.
With junior pharma's "you pay your monies & take your chance" but, in my very humble opinion, HEMO could be about to deliver upon its huge potential.

A most impressive RNS which shows the sheer professionalism of GDR. But the words that stand out for me, in the context of value are:
" ... which we believe places us amongst the small group of companies that have the capability to produce simple assay solutions at significant scale" - emphasis on "small".
They forecast a product ready within 5 weeks which i suspect means that they expect to have it ready slightly before then - say 4 weeks , ie around 18th May.
Potential from here is still very significant.

Weak holders are taking the opportunity to sell. So wave them goodbye & say "have a nice day".
Then, if you have the patience, sit back and hold for long-term value.

Immugenyx is a Hemogenyx subsidiary. Google Immugenyx & click onto "Immugenyx - Hemogenyx Pharma".
It concerns the hunanised mice programme ApbHC & contains the statement "A tool for the repid generation of human antibodies in response to human-specific pathogens"
Now Nasdaq listed Orgenisis has an alliance with Immugenyx/Hdemogenyx - Check there 30 March announcement re Bioxomes and the bit "where we can deliver antiviral payloads".
My presumption is that the antivoral payloads would consist of antibodies. Are they talking - I would be surprised if they were not.
And, regardless of any Covid-19 value, my belief is that the current market cap is more than underpinned by the clear progess they are making on the AML (leukemia) programme.
In my humble opinion HEMO is one of the potentially most exciting junior pharma on the market [main market by the way, not AIM].

As of Monday morning AML will be wheeled out of the garage and onto the starting grid. There will be lots of words with the driver & some throaty roars as it is started up. Then a nice gentle formation lap with a little bit of snaking around and where we can appreciate the purring of the engine. Then battle can commence. The nasty tactics of the derampers trying to force it off the track. Lots of thrills & spills but the skilful pilot slowly but surely weaving through the field. This race will play out over a long time but i wait for the last lap - into the finishing straight & toe to toe with the prancing horse and, in the last millisecond, forcing the nose ahead. VICTORY !! Well, in these dreadful times surely we are allowed to dream.

First thing to note is that the greatly increased volume yesterday allowed the weak holders to exit and thereby held back the rise.
Secondly, i referred again to the RNS of June 2019:
"ApbHc could potentially be used as a tool for the rapid development and/or isolation of human antibodies against unknown human-specific pathogens (biedefense applications)"
Quite apart from its prophetic nature i think that the most important word in light of the current situtation is "rapid"

I had thought that any tentative linking of HEMO with Covid-19 was pie in the sky but then came across the 24.06.19 RNS re 'Development of ApbHC - A novel type of Humanized Mice' and the following extract:
"ApbHC could potentially be used as a tool for the rapid development and/or isolation of human antibodies against unkown human-specific pathogens (biodefense applications)"
I have no idea whether the company has current ongoing work on this but it is interesting that they have this in house technology.
Other than that it is worth noting that HEMO is not a one-trick pony. There is clearly a degree of excitement within the company regarding their CAR-T (Stem cell) programme for the treatment of Acute Myloid Leukenia. This could be a company maker although it is likely that a partnership with a major would be required. Having said that, if it progresses as hoped, there will be no shortage of Big Pharma in the queue
The three technologies underpinning the company are: CDX Antibodies / Humanised (Chimeric) Mice / Hu-PHEC Stem Cell therapy.
I also note an alliance with Nasdaq quoted Orgenisis. Their technologies very much overlap. Orgenesis is cash rich following the disposal of its manufacturing division & it would not surprise if they had HEMO in their line of sight.
Very much a company that is valued by the market at significantly less than the sum of its parts. My opinion only of course.

There is a growing realisation that global financial structures are under huge strain. BTC has gone through $7K several times and fallen back. For what it is worth my feeling is that its time has now come as fiat currencies lose credibilty. Very soon it will break $7k again & not look back.

redwineday: 64p is the downside precisely because 64p is the current price - ie: Buy @ 64p - goes bust = 64p downside. The upside, as i said, depends upon implementation of the business plan. Whether you are a believer, disbeliever or plain romantic that is simply the position as we stand today.

OK - bargain. The rights at 30p are due for settlement on Fri 17th but that is already priced in. So nothing will necessarily happen to your shares. You bought in ex rights & nothing wrong with that. The trajectory of the shares from hereon will be purely down to the execution of the company strategy. If they get it right the shares go up [a lot!] - if they get it wrong then ?? So, as we stand now, the downside is 64p - the upside [over time] - £3 - £4 - £5 - who knows, but all contingent upon successful implementation.

The excitement around exosomes is their potential for intracellular delivery of therapies. A useful reference here is Nasdaq listed Orgenesis. Refer to the announcements of 31 March & 8 April & 13 April. The bit in the 31March announcement about Bioxomes [synthetic exosomes] that caught my attention was the potential for "delivery of intracellular antiviral payloads". The 8 April announcement details an agreement to source exosomes & the 13 April covers the acquisition of a virus specific company. This company does not make dramatic announcements [like RENE] so you have to join the dots. Again, like RENE, it is cash rich having recently pulled in $127m from the sale of its manufacturing operations although this will deplete by $19m re the acquisition. Even so this will be in excess of its current market cap. I am hedging my bets by holding both Orgenisis & RENE. I am not a scientist & so this is just a signpost & my thoughts only.

So, all of the indications are that this GLOBAL crisis is not going away anytime soon. Leave aside the antibody test which is fraught with difficulties & concentrate on basic testing. It is now clear that there is going to be massive international demand, both for healthcare based use & in population use. GDR should be able to meet both of these constituencies with accurate & rapid testing at scale. GDR is no "johnny come lately" - although small it has an international reputation. This is a company maker for GDR. Cometh the hour - cometh the company. And, consider this, the current market cap is most probably less than the value to be realised from the infant antibiotic induced hearing loss test. So, you could make the arguement that any Covid-19 success is in the price for very little. My humble opinion only.

For anybody shorting i would remind them that the shares are Ord 50p. So, if they wanted to raise at less than 50p they would have to undergo a share reconstruction. This would destroy any last vestige of credibility that this BOD have. When the fundung was in the air the shares pushed up to around 180p but the announcement with no price attached then cratered them. I would now expect, if markets look to be regaining some of their poise, a rights or placing at not less than 60p & the positive market reaction then pushing the sp to 70p or beyond. Purely my opinion.

As any healthcare worker will tell you, it in in stressfukl times

As any healthcare worker will tell you, it is stressful times that early stage dementia symptons are first evident. So, whilst condemning the weasel pulling of the dividend i note that they are reviewing all "discretionary" expenditure.
Well, let me remind them, lavish Directors Remuneration (laughably referred to as 'compensation') is discretionary. If things are so bad can we expect 50% reductions? Or, are they content simply to bash shareholders by using the PRA as cover?
Oh yes! Maybe there is hope - their memory is not so bad as to continuing to access their own share based awards!!
But, Oh dear! They seem to be forgetting that they are allowed to open their wallets and buy shares in the market - an action notable by its absence.
TOTAL DISGRACE - The BOD should be locked away in a secure facility.

No, i do not think that we are too late. There is a lot of news about tests in development but any & every new test has to be clinically validated. So, whilst we may not be in the vanguard here, the timeline given is a "clinically validated" test in 8 weeks, now 7 weeks. That will trump many competitors. And the market? Testing whole populations over multiple geographies. Genedrives time has come.

The key word in today's RNS is Exosomes. I have little doubt that they are exploring, via exosomes, the potential for delivery of intercellular anti-viral payloads. A useful reference is the very recent announcement by Nasdaq listed Orgenisis.

Yes, Pooks. Divi cancelled but seems no salary sacrifice by the BOD. In fact looks like another load of share options has been doshed out. Provident's loan customers mainly operate Friday to Friday or month end to month end. Life is a struggle. Not apparently for the BOD. Call me cynical if you like but there seems to be an almost imperial lofty disdain here & it smells.

So, faced by the challenge of Covid-19 & the collapsing oil price and heavily indebted they pull the divi - that's fine & then reduce their remuneration by 10% - that is truly pathetic. In fact an insult, a slap in the face.

The RNS stated that GDR believes that the current major problem for widespread testing is supply chain logistics. The is borne out in spades by today's news programmes.