Member Info for MrsIndia

For one of the first times, I completely agree with Pumpky. Regardless of the SP being stable at this time, it's certainly not been stable over the past few years. That coupled with the constant dilution has screwed pretty much every investor?

My ideal exit point a few years ago was, optimistically, 4x my avg share price. I knew it was optimistic then, but for me to reach that exact same share price (and therefore value) I need the stock to now increase about 20x (I'm aware that's not solely down to dilution)

Yes you can keep saying if the company is worth £Xm (insert pie in the sky figure) then it's still a huge return for holders. Sure. But it doesn't change the fact that the return is nowhere near where most had hoped. If you're having to constantly use that as a reference point to be cope then perhaps it is ok to admit that things haven't gone as well as you hoped and, for lack of a better term, have a right to feel a little screwed!

Aware I'll probably get a defensive attack from JHFH and MrI for being negative....It's not in my nature. But it is in my nature to be rational as I have been throughout my time here. It's ok to show discontent at times without being labelled a witch. For what it's worth I did top up a little this week

Micky - are you having a laugh or are you very angry? Always find you quite amusing myself but not sure if the humour is intentional

It's MrI's 'bargain of the century'...... for the 6th time in a month.

Yes but that view is used every single time there's a dilution to gloss over how poorly the BOD has acted in regards to shareholders. As there's already been so many dilutions that 4% has already gone done to 1%, so another issue would take it to 0.5%

That potential cake has to have increased 8x in size over that period to keep up with your original expected return (note I refer to potential mcap, rather than the mcap at the time for obvious reasons). If you invested hoping the company Mcap would reach £200m a year or two ago, you'd now need it to hit £1.6bn to make the same returns from your investment, based on the hypothetical figures above. I don't want to look into how much I've actually been diluted. Thank you Peter Redmond.

Cool, anyway. Exciting times

Brilliant, catch you soon

"years off to commercialisation" - I'm not sure if this is accurate.....but Hemo aren't going to commercialise the product themselves. It's no different to an exploration company looking for high value minerals/gas/oil. They do their research, if successful and they can prove what is there and how much, then the big boys come and buy it out. THey then take it to commercialisation. Look at literally any other early stage pharma: they do their research and testing, advance it to clinical trials, then it's passed on to the bigger players to market.

Ref P1 results - they're still ongoing so won't get released during that time to the public. And again, may be wrong, but I don't think it's common at all for the detailed results to get posted straight away after just one patient. While it all seems to be positive, the whole point of the trial is to get more patients through, more data, and therefore more accurate conclusions can be drawn.

Most of this is common sense.

Stuey...It’s very difficult/impossible to estimate the likelihood of a CH – if it were then companies would address the issue before that stage. Whether JHFH said it was 80% or 90% or 95% - who cares? It was clearly a speculation and I think most would’ve put it around a similar amount. The fact there was a CH doesn’t make JHFH incorrect though? He acknowledged there was a small possibility, and that came to fruition.

If you had said there was a 99% chance that Leicester wouldn’t win the premiership when they did….you wouldn’t be wrong. Sometimes the unlikely happens, it doesn’t make those who didn’t expect it fools.

If you’re arguing that JFHF is overly positive and biased, I can understand that. But you’re the opposite and likely one of the reasons he has to be more positive, otherwise this board would be overran with negativity (which sometimes is justified, sometimes not).

Either way – today’s RNS must be seen as a positive so it’s quite sad that there’s trashy provocative talk going on. Enjoy the news and enjoy the day.

Man, I love Haywain

Very insightful, thank you aldebaran

Nefa 'Luigi Mangione' Beta01

Digging up an RNS from 6years ago - brilliant. What a sad little life Jane

A few posters just fighting their own shadows it seems.

But that would be the case whether private or public? He'd still have to go out and source funds

Micky - despite everything done to the SP recently, the science is completely unaffected. Either it works or it doesn't. If you have invested here then you must have some strong hope that the science is sound. The SP is representative of the company's business decisions, it is not reflective of the science. Yet. That will change once results start to be released.

Yes the upside is reduced by each one of these placings, but there's still a very large upside if all goes to plan. Nothing you can do now aside from wait for (hopefully positive) results over the coming months. Although I do hope there is an opportunity to communicate with the company and receive an explanation.

He is saying the less options Vlad has with business decisions, the better. Fortunately he is now limited with further raises so will have to let the science play out. I said on the other forum - it's mad that the more the CEO is limited in his decisions, the more comfortable we can all feel. With any other company/CEO it would be the opposite.

They didn't have to disclose an upcoming offering to those involved in the CLN. But if the company were aware of it, which I'm sure they were, then why fleece the LTH's first? They could've just declined. Alternatively they could have explained that they need £X

Taken the time to collect my thoughts and read through the various views across the forum(s). I’m as much venting to decompress, as I am asking that some action is considered.

It's quite clear that the science is the only bit of confidence and hope that the investors have left. Unfortunately, we are investing in a business, not a scientific theory. If the science is sound, the company/stock is still at the mercy of the way the business is managed. To think that the company is finally in clinical trials yet the share price has been decimated (despite no change in the science) speaks volumes. Most companies and investors at such a time should be filled with excitement, not counting their losses.

Vlad seems to be treating the company as just a way to fund his scientific research project, and simply using investors to keep getting a new research funding grant. There is absolutely no regard for the investors or market cap. As the CEO of a publicly listed company, he does have a duty to act in the shareholders’ best interests. It’s quite clear that he hasn’t done so and is failing in this duty.

Whilst it may be to late to enact change at this juncture, for anyone who remains invested I would strongly urge you to consider whether this is the man you want making the business (not scientific, but business) decisions. Based on his previous performance, for me I have absolutely no confidence in the CEO/Board and do think an EGM should be called to address this. If we get to the stage where we’re in Phase 2 for CAR-T, or CBR is advancing, do you want a board that has no regard for the investors to be leading this?

To be making decisions that have such a detrimental impact on the investors, at such a crucial time, and not providing any justification why, is disrespectful and a display of ignorance. Some acknowledgement and explanation is required, the investors have kept the company going for years.

What is painful to see is those that have lost large sums of money are still trying so desperately to justify the company’s actions here. Whether it’s a subconscious coping mechanism, Stockholm Syndrome, or simply delusion, to try and paint the recent action as anything other than negative is pretty crazy and the reason the company can continue to act this way. Yes it’s ok to look for some silver linings and consider in the long run that it might be ok, but that needs to be done alongside acknowledging how awful the board has acted. Again. And again. And again.

What's irritating is if there was a method in the madness, that the company take the 5 mins to explain their reasoning. A 5 minute video, or even just some basic correspondence, to acknowledge the impact the decision(s) have made, and then go on to explain why they've done so would go a long way. Perhaps they will. But to just throw the RNS out there after already cutting everyone down with the previous placings (despite Redmond saying they wouldn't happen) and consolidation, with seemingly no care for the SP and PI's is abysmal management....and what's worse is that it's got to the point where a lot are almost expecting another whip to the back each RNS. It's become the norm

Stockholm Syndrome