Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
FYI You're the only person I've blocked on LSE Barbershop. But I logged out to read your post.
I didnt believe anyone else about HEMO. I worked off my own research. I read up for A LOT of hours on HEMO. A lot. Vlad has the ties, the drug is novel, an AML chemo free treatment is non existent, big company working partnerships, and incredibly strong board etc. HEMO ticks all my boxes for my d/d.
The quite straightforward problem I came up against was where you can easily misread the timescale to a point of success. An inflexion point. Id convinced myself Eli would buy HEMO tech prior to trials. When they didnt it was frustrating. So I read up more. Its quite obvious they weren't an oncology focussed big pharma and although liked the HEMO tech it wasnt the focus of their business. Not their bag. Im sure you checked that out yourself though.
So then the inflexion point becomes re-aligned with hitting trials and proving treatments and drugs work. Which takes much longer. I've taken it on the chin! So has my portfolio.
But the extra months and years have led us to that very point. Trials. We are on the brink. And whatever you or anyone else says in bitterness or whatever, we are here. Its finally time.
And Im still here to see the party starting. You must be too otherwise you wouldnt STILL be moaning.
PS I dont lunus.
no one knows.
my position is this.
1. vlad will make me lots of money.
2. its taken longer than i imagined.
3. the rest is fluff. sit tight, be patient.
if you don't like it you can sell up. it sok to let off some steam! i get it. it gets on my ***5. but ther's a point where i think you need to put your big boy pants on and suck it up. you cant make bags just because you have invested for a few months. the time and volatility in a stock is you literally earning the right to secure the big returns.
i urge everyone to just hang in there. peace out.
You understand how we will get told when it's done,? ie FDA have approved the improvements made as per their request and we can begin trials.
He's not just holding back news to annoy everyone. Which is what you continually intimate!
The doom and gloom pendulum seems to be swinging from initially everyone expecting a painful interview on Friday to something a bit more positive. Be nice to see an RNS land before then with some production info though at the very least a consistent message in the interview with clarity on any snags. I personally dont think the RNS was as bad as had been made out. It will all come out in the wash!
0.4s possible before Friday for sure.
I've got a job HT, I dont live the life of an online troll unfortunately!
The level 2 story of today went as so
In the morning we opened at 8am with one MM buying stock (from sellers) and three selling (to buyers). A weak set up.
We moved through the day from this at 2p-2.10p spread to having 4 MM buyers and 1 seller at an increased 2.15p.
So it was a positive day. Intraday trade prices moved up through the day.
But, it's just a bit of something and nothing. An observation of short term momentum.
We ALL know its a long game with junior pharma and that getting a drug to trial is a massive milestone which, in my opinion, will be well worth waiting for.
Its all been said before. The posts in general are just a bit of fluff currently to pass the time. We are moving forward with every day that passes. The day will come. You will moan about it taking too long. 121 will try tell everyone HEMOs doomed to failure. MrI will have an additional number of melt downs as patience is tested. JHFH will manage to respond to messages even though hes quietly fuming at the idiocy he reads every day on here. Pumpky will continue with the informed commentary.
And we will go round in circles for a while. But then.... when we least expect it...
#InVladITrust
Spot on Haywain!
He’s basically just trying to instill a bit of doubt to get another buy through on the cheap and trade it for 10%-15%.
He splutters out half truths with sciency sounding words but it’s usually complete drivel and irrelevant info to anything HEMO does.
Some folk continue to engage with him oddly.
Prevail will have a target timeline to an inflection point. Im very sure it will not take 2-3 years to spot trial success and realise the value of the asset (HEMO CAR T).
Prevail have specific tech to analyse results to better identify both efficacy and safety data from trials. Expediting the period to success is their forte.
You'll be out at 4p anyhow so dont worry your little cotton socks.
It all sounds rather positive indeed...
Prevail Fund investment strategy:
"Our universe of investment targets begins with firms currently sponsoring Phase I through Phase IV clinical trials or studies for approval, marketing and reimbursement. We focus on innovative medical technologies that are making their way through the development cycle.
Next, we apply our patented benchmarking libraries and analytics platform to: Compare candidate trial metrics to norms; (2) discover risk reduction potential; and (3) accurately project cost and timelines. Prevail Partners then performs a thorough FDA review process with the assistance of former senior FDA officials for the purposes of: (1) identifying potential issues and barriers to approval; (2) formulating complex strategies to enhance the likelihood of approval; and (3) estimating the extent of potential additional trial requirements. This removes another layer of risk and improves ultimate chances of success and informs stakeholders for the benefit of patients.
The final determinants of suitability are 1) the securing of third-party market metrics to confirm the economic viability of the drug and 2) the ability to establish a fixed timeline for value creation and monetization. Once these are secured, we can go forward with our investment – leaving us with investment prospects numbering fifty to sixty companies."