You do know they’ve got a couple of decent drugs lined up not so far from clinical trials? I’d say the current outlook and further de risking of HEMO CAR T failure comfortably justifies the current SP.
We also know GlobalCo isn’t some fly by night slightly bigger junior pharma like everyone was suggesting prior to Eli announcement. To whom were partnered with for not only CDX but autoimmune disease material developments and our wonderful Next gen humanised mice.
Each to their own. If people aren’t happy with HEMOs progress either sell or don’t buy. Some people’s expectations as per milestone timescales in pharma or lack of understanding of what assets and IP HEMO have astounds me.
Plenty of news to come before Christmas in my view and let’s see where we are end of Q4. The patient will be rewarded.
What an excellent update.
An area of cutting edge science lauded for its potential effectiveness but big players still tentative to dive due to safety concerns in implementing the treatment. HEMO just letting everyone know they look to have succeeded in managing the safety control of their already proven effective CAR T.
Dave (the market) and his mate, in shock at a HEMO RNS, stand stunned as something really big, fast and good flew over their heads.
"Anyone know what that was?" Said Dave's mate
"What you talking about? I just spilt brown sauce down my front. What have I missed?" replied Dave
"Everything Dave, as per usual"
Agree. Theyll come when they are ready but they are on track with management expectations.
Covid is a double edged sword. It will have made the roll out of the VR/AR headsets maybe slightly more challenging but conversely it has brought swathes if interest and opportunity and the spot light has been on online Ed tech now more than ever.
Happy to hold and sit back and wait for things to develop.
If you sell based on scare mongering on this chat then you don’t want to be investing!
The company are progressing key projects and there is no material negative news around contracts, deals or overall progress. Covid won’t be helping things of course adding an extra challenge but all in all the updates are undoubtedly very very positive to me.
An operational update at some point when possible would be welcome. But there’s no indication of problems I can see. If someone is offloading some shares who has a fair few then who can knock taking a profit?!?! Market mechanics.
I’m no expert either! But I’ve read a lot so have peace of mind and see past swimming’s lame posts.
Swimming loves to undermine people’s confidence. He loves it. Strange behaviour to try and make investors think there are things wrong with the company he is invested in also thus encouraging sells and dipping his own holding value?
I personally saw zero problems from the RNS which to me limits the chance of failure. In terms of slippage on timescales... Vlad rarely commits to anything anyhow but I’m happy and aware that most things take a long time to execute in pharma. We are in the middle of a pandemic also which has slowed us down re:CDX in particular.
Reprobus I like your work. You’ve added more to the BB in one post than swimming has in two and had years. He’s been invested here for ages yet doesn’t trust the company and can’t understand how big pharma work.
Patience here people. Sir Marc Feldmann says we’re in track. I trust him also... more than I trust swimming anyway
Think about what work is involved in preparing for human trials. The drug must be prepared into its final state for production and manufacturing. Who does this? Us or Eli or someone else Eli work with? Which hospitals will be trial the drug at? Do the doctor and nurses need training on dosage? The supply of the drug needs managing - supplying multiple hospitals at some point to trial it with enough patients.
Plenty to do to conclude pre-clinical work and prepare for clinical. Clinical Trial plans go into the IND enabling application to prove the drug is ready to be taken forward so I believe this work is all being completed at this very moment.
I’m quite sure Eli know what they’re doing. Things take time. What else do you expect from Vlad? We will get RNSs at the right time when things are finalised in each area.
You either trust him or you don’t. I’m firmly in the Vlad camp and will be to see HEMO through its key milestones over the next year.
Two penne the
One, Hemo are efficient With their half year reports check the history of RNSs. V likely to come tomorrow.
Two, the report contains excellent levels of detail. All relevant project should/will be covered.
Three, very interested to see the details on COVID. I think we’ve been working on it heavily now for most of the year.
Four, financials are literally irrelevant to me. Except cash burn and income from mice. Although cash burn should be low and well managed and we’ve only cranked up spending since CAR T/PENN deal and the finance raise.
Five, I trust Vlad. The pandemic has knocked us back a bit particularly with the CDX deal delay as it busted up the human trial planning. But every single indication has been that of success with all projects and drugs.
Six, the deal for CDX closes in every day. It’s a biggy and will be worth waiting for.
Seven, HEMO is so much more de risked than beginning of the year. So however long it takes to to reach the transformational points of success, the chance of failure dwindles offering so much more security than literally every pre-clinical pharma out there. Primarily driven by the mice.
Good luck everyone. Can’t wait to read the update.
And for clarity feldmanns new associate company Focussed on cell regeneration after physical injury and has nothing to do with blood cancer and disease. NOT a rival and not a concern for HEMO investors.
A deramp cross ramp.
Can’t you just cross ramp? HEMO doing just fine fella. Pandemic not helped but big things are approaching...
They go to the same cult meetings!
Why have to run down HEMO to reference Sir Feldmanns new associated Company next year? I hope he does great things helping the company out like he does Hemo. And hopefully for you his new link spends millions on PR and somehow they do everything faster than all other slow coach junior pharmas. It’ll be a show in!
You do understand they are completely independent of each other as two separate companies? Seriously, I just don’t get you! Strange behaviour.
I’m fairly eloquent yet I can’t think of a single word to describe this bb. The state of it is just comedy. Anyone reading this simply please do not take any action as a result of what you have read tonight on here.
Now I don’t post about SYME as I’m still researching.
But the RNS updates are quite clear in the progress being made. Hoping for further details this week from the CEO and see vast potential here.
The CEOs desperation to constantly tell us ‘more news soon’ seems a bit naive and desperate. However, I have little reason to doubt wheels are in motion as referred. Now the next few updates will confirm or deny said progress and a further review of my position will follow mid October.
Plenty of deramper action is quite reassuring to be honest.
Don’t want to seem harsh but what do you expect? Pharma takes time to make progressive steps that require RNSing. HEMO has amazing tech and is still so cheap to get into. Vlad does not RNS to keep PIs happy with ‘regular’ passifying meaningless updates.
Surely you get that work is ongoing and they’re busy even though it’s quiet RNS-wise?
Why did you invest in the first place?
I can’t be bothered to post on here for a while. But pumpky you make me wanna puke! It’s an irrational response I think to the previous BS you spouted but I just hope you sell out soon so you don’t profit from HEMO. Good luck.
The SPs taken a dusting. No doubt. Doesn’t make the things you suggest correct.
How do you see the SP towards the end of September where the CEO had said he’ll be updatIng the market on a number of areas? How about this time next year?
You’re already five bags up. Easy ride for trend setters like you who see things so early!