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Slam dunk Dhub :-) Seen in it the crystal ball/ tea leaves/ rune stones...
I just hold onto every day is one day closer. I am growing increasingly impatient with DVS and his approach to shareholders. I have no doubt clever, maybe even groundbreaking science, but his ability to manage information flow is appalling.
Still nothing on twitter, which I see as a good sign but that is with my rose tinted specs on. Clearly he has been told not to comment on social media for breaching PLC guidelines, but to what effect... great positive upward SP news or equally for the negative. The saving grace is that the placing was recent and post PQ3 so, I dont think it could be negative news, as he would have mis-sold the company prospects to those taking the placing and that would potentially be a criminal offence given the short time window.
Who knows what's going on... DVS is silent on twitter, bit more chatty on Linkedin, nothing on RNS.
I'll stick my neck out... Thursday will be the day. Based on absolutely nothing and a pure guess. 23 March 2023 will be the day my 3m+ shares will triple in value.
Sadly because of how the SP has performed and DVS behaviour, if it is the day... I'll take the opportunity to dump my shares!
DVS continues to be silent on twitter which is intriguing to me. Feels like he has been embargoed for some reason - presumably company linked, if so, why... with my rose tinted glasses, it would be because there is significant news around the corner and the company doesnt want him to breach any regs? Equally he could be bored of twitter, busy or even bad news but it is intriguing.
Returning back to one of my earlier texts. 23/1: RNS PQ3 complete. 22/2: HEMO tweets lots of docs in triplicate. Week commencing 20/3 would be a month on from then... was IND submitted but not RNS'd... possibly, and this coming week would be 30 days post that date.
Someone was confident on Friday with a 70k buy... tipped off?
Ha! Probably sent the money to fund a tank in Ukraine!
Agreed - no tweeting must be a good sign. Still think my 23 Jan/22 Feb connection might be viable (I know... looking for any chink of light) and if so next week could be the week!
23rd Jan PQ3 was completed and then needed third party verification. This couldnt take more than a month surely?
22nd Feb HEMO tweeted a video of all their documentation on the table. All in sets of three. Could this have been the IND application.
Everyone expects an RNS for the IND submission but what if DVS didnt think it was required and therefore potentially only a week away from hearing the results from the FDA?
DVS has also been remarkably quiet on twitter. Crossing t's and dotting i's?
HT - A while back I did a bit of research into whether there was a correlation of 'silent' periods to RNS. Sad, I know... and found there not to be any correlation. That said. 12 days is a record... I'd love to think he is waist deep in research papers, IND applications, recruiting patients. Or he has been on holiday for a couple of weeks :-)
Agreed. I personally dont think there is anything to worry about but it is frustrating that the cadence of updates is poor. Little and often is much better than blockbuster RNS as it maintains confidence and would deliver continual SP growth rather than peak and trough that blockbuster RNS tend to deliver.
Can we stop with the bickering. If you are invested, by definition you are supportive of the business. If you are not supportive, you are most likely not invested and therefore have no place on the board and should leave. Let's stick to the facts:
Multiple products in development (CAR-T, CDX, HuPhec, CBR). The most likely to get to IND is CAR-T. PQ1-3 completed and as far as we are all aware, undertaking third party verification and awaiting IND submission. There is no reason to suggest that this isn't going to happen, and is simply a timing point. Would I have expected IND to be submitted by now, yes, but then again I am simply an investor and not privy to the (no doubt) extremely detailed forms, reporting and evidence that is required, so obviously a more complicated process than I had estimated.
CBR is very early stage but topical so we may get an update. All other products are on the back burner so nothing to get excited about.
Sit back and relax, and await the updates as and when they fall due.
Undoubtedly the submission is complicated. We are talking about potential using a drug that has not been tested on anyone before. Notwithstanding the fact that the patients will be terminal, the FDA isn't going to allow random testing of drugs without all the prerequisite in-vitro/vivo testing that HEMO has been undertaking.
Then they will want proof that the process is replicatable, which is why PQ1-3 needs third party validation. Then finally, there needs to be proof of the vehicle for the treatment, i.e. it has been prepared in a clean room, is transferable etc.
Not straightforward at all which is why if we do get IND, it will have a dramatic effect on the SP.
Jonny.
I agree. There is no chase of a buyout/takeover at this stage, whether CAR-T or CBR. CAR-T is obviously more advanced but need to get in trials and CBR is veeeeeery early stages, but could be transformational.
I'm happy to sit and wait. The key next step is IND submission on CAR-T. That hasnt happened as it would have been RNS'd given the importance of it in the evolution of the business. Equally if third party validation had failed, that would be RNSable. So... verification is under way and each day that passes the closer we are to the decision.
Days (probably), weeks (possibly), but assuming verification is received, then IND will be submitted.
...day and quiet week. SP held in a tight range of 2.20-2.35 all week (best part of 100% up on start of the year), basically in a holding pattern until we get an RNS which could cover part or all of the below:
- Third party verification confirmed
- IND submission filed
- IND filing approved
- Clinical trials patients secured
- CBR in vivo results
- Grant funding with US DoD
- JV with large pharma
- CDX update
Plenty of news opportunities over the coming days and weeks. As we wander through Q1, it will be interesting to see the YE final results at the end of April for further updates on cash, progress across all products etc.
All good in the House of Hemo. Let's see what next year brings.
PK