The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
In the abscence of clearer updates from hemo, you are the next best thing so thank you again Haywain
Last point, on CART I remember you outlined the steps required to get CART to actual trials. Do you feel that the proactive interview stating results by Dec was too conservative and you would have expected trials to have started by now or close to and results by say Sept? Or am I being too positive for once?
Haywain ... Thats a fair and honest perspective of things. I am also sticking around until trials start and the 1st batch of results shows hopefully positive feedback. Of course, anyone buying at this price now will be quids in by then and thats the gamble of waiting it out or waiting till nearer and getting in then but at a higher price and once funds (Hopefully) materialise.
Do you believe that as per the proactive interview, the real rewards will come in Q4 when trial results are expected or do you foresee some other updates on CART or CDX/CBR before then? This question is not a share price question but what news do you expect to hear about based on what u know about Hemo
Lets be honest and realistic here. Even though is a downright shorter and disgusting person who shorted this down after FDA approval, he is right that we cannot just say this is worth X because another CART company is worth X and has become clinical. The science is awesome we know that. We know there is money in the bank and it should last 9 months BUT as a new investor or even LTHs who are considering averaging down, why would you :
- We dont have any update on trials and not even a whiff of news in the recent trading update
- We have been told that they expect results by Dec and 1 patient may be done by then
- We know there are 1.4bn shares in issue thanks to continous placing by our illustrious and caring CEO
- Not a single director has purchased any shares at this low price
- CBR and CDX are a long way from being real
So why would you block money like i have for another say 9 months ... I tell you why:-
- Because this is as low as it should go so if you have a 6 month horizon its worth a punt
- If news comes and its not a pump and dump, this will fly again
- The market is subdued and trust is low with vlad but that can change once licencing or funds are injected
So yes this is going to be a long boring ride but I think most agree that due to FOMO they cannot leave now and come back when this is over 10p !!!
Matt ... you could be right as I put in a dummy buy for £64k on IG and i could but that much for 1.62p ... Just shows how much volume vlad has created for his trusted investors. At least someone is mopping up but looks like needs some really big news to make this move.
You will be able to get out but not for long time and until trials have started or some news on funds / licencing comes. There is no hurry for people to invest at this stage since there are plenty of shares in issue and we all know the next bit of news will be a pump and then things will settle and drift. Just gotta play the long game ... I am frustrated as well as every day is no news but been here too long to throw away what we have waited for. Remember company is clinical and there will be some interest by pharma if there is a hint of positive trial news ... you can then sell i suspect for 5p+ which will be worth the pain
Stu
Why are u back? have you bought back in or are you still trying to drive this further down with questions over funding again?
We know they will need money but not for some time and trials will start once they have a patient enlisted so the short is probably opened with one of your mates to create uncertainty again and drop the price further.
It would be great if you don't answer but that is unlikely as you are ALWAYS here for a reason !!!
What we know is that they are doing into trials. Prevail is supporting them. Penn uni is finding a suitable patient for testing. They have money to run trials and hopefully get 1st readouts. They have CBR and CDX in the background. This is all positive and does not reflect a 19m MCAP for a company
Nevertheless, what we don't know is when the trials will start and how long they will take. We also don't know who Hemo is talking to about investments and licencing. People get bored with no news and move on and even some LTHs who were here for years have probably moved on.
if you weigh up the risk vrs reward, the risk is later in the year when trial results are getting known and money may be running out. Todays 19m mcap is NOT a reflection of the current state of Hemo progress but more the current state of UK financial market. People don't want to invest in semi risky stock but once news flow starts again, they will be coming back in volumes. This is a long game now and personally, we should not expect the big rerate until Q3 but by then it is likely the mcap will be a TRUE reflection of the science and potential of hemo. Good luck all.
Hello All
This stock on Ind approval was 7p. It was hovering around 4p prior to IND approval. We didnt have funding for trials and news on CBR. This stock is now 1.6p and no interest.
Is it people waiting for trials to start to invest?
is it people find hemo too risky to invest?
Are people so risk adverse that they see better investments out there?
Do people believe that this CART is inferior to other CART drugs out there?
I am confused at the UK stock market and how a pre-clinical CART company is around £20m MCAP and it is struggling to get momentum. Is it being suppressed or is there generally no interest in investing in junior pharma.
I am confused by the lack of interest in hemo even after multiple proactive investor updates. Opinions?
Haywain ... That is what makes the current share price even more crazy and stupidly low. I am sure if we hear that trials are started and there is even a glimpse of positive news, this will fly. From a finance perspective, I think that is what is holding many people back and also this is not a get rich overnight scheme.
Nevertheless, my understanding is that if they are burning through around $400k per month and they raised $4m in Feb, they probably have until Nov to get the initial results and finalise a deal with a big pharma to fund the future. Since CBR and CDX will need big funding, the hope is now on CART being successful.
The interview was great except he stated he "hoped" that they would be able to inject 1 patient in 2024. That seems to imply that the start of the trials is some time away. I truly hope I am wrong since what news is going to make this share move?
If there was something exciting to say, they would have said it by now. News will come when something is actually done by hemo. Whether the trials being launched will affect the share price is anyone's guess since there is zero interest in buying here. This was once the stock of the century with people (including me) predicting 10p+. Until we get a licence agreement or some funding guarantee, this is a tough risky buy sadly. I just wish a big pharma would get some pocket change and buy the company and delive
Mattpr .. I think that is too far fetched. This company will succeed but only because the science will make it succeed. The problem is that most investors will be gone by then and someone will pick up the science for a cheap amount when the company if managed well would have been worth £100m - £500m.
if only Vlad had stopped pumping with silly RNSs and actually delivered CART on time ... his only claim to fame is that he has done whatever he has done cheaply. Not great for the CEO of game changing cancer drugs
Hikki ... Those are my views on the pump and dump and I appreciate not many others. I have been here a long time and honestly not a single expectation has been met. Yes FDA did approve CART but after a delay of 18 months and multiple placing costings trust in the investor base and massive dilution
Anyone investing now has a clear 12 month runway to make lots of money but what I don't understand is if the potential is so good with CART and CBR, why is this languishing at 1.6p after a placing at 2p. Whatever people say, if trust was there this would be back at 3p by now but it is not. As can be seen from no trial news, nothing in terms of dates is correct with vlad and so people are now just waiting to see if any news comes and then with 1.4bn shares in issue, it is easy to get back in slowly. This was the most hyped company years now and is now the most deflated.
Many of us wanted to derisk at CART and yes missed the boat at even 3p. Now we are all taking a massive gamble that trials start and the news is positive ... we probably have to wait till Q3 or Q4 for a rerate and so you are right, just need to put this in the drawer and come back in a few months and see. It is very likely since even the daily mail advert and the new website has had zero effect, this will still be around 1.6p then. Good luck
Jackdaw ... the problem is there are still multiple shorters out there and having a field day since no news. I was told this would rebound after the placing but its going down a little every day since people are so disgusted by the delays and lies of hemo. We could have been millionaires in a ftse company rather than this dodgy company. I may be an investor but I am very very angry for not selling but thats all on me ... and if we could just get another pump and dump to 2p i think most would be gone for ever
Whether you are happy to keep waiting for years for nothing or frustrated like me, anything you write on here has zero impact on the share price or buying behaviour. That is probably why HH, JHFH and others have left since its a complete waste of space here and no one knows anything about hemo or what is happening next
- I think prevail announcement was a failed pump and dump ... they quoted 6p in the RNS to make the share price jump but it didnt since zero trust in vlad
- They pumped the 2 RNSs on CBR and nothing
- They said trials "Expected" in 2023 so it would pump but it didnt
The list is endless where this company continues to raise expectations and destroy them when it never delivers on time and then goes silent and lets the share price go down and kill all investor sentiment. The only people left here are those that bought on the rise or a failed pump and have no choice but to sit it out. It's gotta be the worst stock in the world and run by the worse ceo
And before anyone says sell and get lost, i won't since this is freedom of speech and I cannot just leave after waiting 6 years !!!! That's aimed at you Hemotruthless