The hemo investment case ...17 Aug 2025 11:41
We have now reached a point that the only way is up. As you can see from Haywain's post in the morning, this is now just a matter of time. Some people on here will try to delay your investment decision quoting, this trial will take a long time, a placing is coming or a deal is not imminent etc. One thing we know is that a 7m MCAP in a multi billion dollar CART market with a product that is so far showing unparalled results is going to explode at some point.
I would expect a JV of some kind by a pharma prior to Ash submission in October. This could be 10 to 20m or could be much higher but you can expect a rerate of 2 to 5 from here in that period. If on the other hand, vlad can do a licencing deal with milestone payments of say 100m to start and valueing the product at billions, it becomes huge. You won't have time to invest as once announced, this will explode then as well.
We are now on a path to success. yes there will be hiccups but for all those waiting for P3, its done. For all those waiting for next premium placing, it WILL be done as some of us are part of that program. For all those waiting for something, you continue to wait and spread FUD since anyone doing that after haywains fantastic analysis this morning are either ignorant, upset with hemo or dont understand the investment case here.
GO HEMO GO AND LETS ENJOY THE FIREWORKS !!!!