RE: BUY signals kicked in now FROM being way OVERSOLD9 Dec 2025 10:37
NCtrade/ Saint.
He actually stated:
“We will obviously go after efficacy, we already have signs, good signs of efficacy but ultimately we will have to go to phase 2 clinical trials to demonstrate that this treatment really helps patients. You know has good efficacy and then the sky’s the limit. I mean we are obviously talking to large pharmaceutical companies that potentially may either acquire or in licence this treatment”.
It is important to note that the company’s prospectus also confirms that none of their products have proof of concept.
Additionally, the statement:
“The TR1 holder from yesterday also would have carried out his own due diligence and poured more money in…”
is irrelevant, as previously outlined as follows:
I think it is important to separate the size of an individual investor’s position from the actual risk profile of the company they are buying into. Someone putting £2.4 million into HEMO does not suddenly validate the science, reduce the clinical risk, or change the fundamentals of where the company currently stands. It simply shows that one person is willing to take a very large speculative position, and nothing more.
HEMO is still in Phase 1 and has treated only three adult patients so far. They are now preparing to escalate the dosage for the fourth adult and to move towards treating their first paediatric patient, which naturally increases uncertainty and clinical risk. Early stage cell therapy programmes, particularly those targeting HGCT1, carry high historical failure rates, and no amount of personal conviction from a single investor overrides those statistical realities.
In addition, a £2.4 million buy-in does not remove the company’s significant funding needs. Progression through dose escalation, paediatric dosing, manufacturing scale-up, and later phase trials will require substantial further capital. That requirement does not disappear simply because a wealthy individual has decided to take a chance.
So although the investment might be eye-catching, it should not be mistaken for due diligence, validation, or reduced risk. At this stage, anyone investing, whether £2.4 thousand or £2.4 million, is operating on the same limited information and the same balance-of-probabilities assessment that comes with all Phase 1 biotech investments.
SNewby is also correct. The market is already pricing in a degree of optimism at these levels, which makes it even more important to keep perspective. The risk remains extremely high, although the potential reward could be significant if the science holds up. But that balance of risk and reward does not change simply because a single investor has taken a large position.
Finally, any claim suggesting that:
“The CEO of Hemo is very confident and It’s not a matter of ‘if’ but ‘when’ that deal lands.”
is inaccurate. The CEO has not made this statement in the interview, and its inclusion appears to be a fabricati