Member Info for Pingu777

Cheers! We got there in the end haha

It would be nice if they'd let us know what is going on now on a number of fronts. Not sure why we continue with the radio silence.

That's it. They can pay for exclusive access to any improvements in the mice model they contributed to. Otherwise the new improvement model will simply be adopted going forwarded and provided to any pharma who wants to pay for them. Whilst GlobalCo can still use them at no cost due to the terms of the agreement and their help in the improvements of the mice.

In simple terms everyone else who licenses the mice gets an iPhone 7 version. GlobalCo could reserve exclusive access to the iPhone 8 version of our mice.

So if GlobalCo contribute to the improvement of the super mice and a new patent becomes applicable in its own right for the upgraded version of supermice, GlobalCo can pay to own exclusive access to that specific development otherwise it just gets shared with everyone else? Maybe it is a more complex explanation of the contract arrangements than I first gave it credit for.

Apologies to djm1 for my condescending response earlier.

This arrangement was a research deal to develop the mice as a disease model and drug testing tool. At least that's what the opening line suggests.

On further consideration the license granted is unlikely to relate to sole access to the mice tech as there are already other Pharmas using them. However, the license seems to relate to any findings research-wise that they've contributed to? And then using that tech going forward? I am still not sure this relates to them testing particular drugs that may reach commercialisation? It wasn't an agreement to model diseases for them to test on. It was to develop the mice as far as I can see.

I am aware of the Orgenesis deal.

Hence why HEMO is so under-valued. No one likes details in RNSs anymore, they don't get read. Just big numbers!

I am saying GlobalCo is getting an option to buy an exclusive license to the our magic mice patent. So no-one else can use it. How much might that be worth? Details of them taking it up or turning it down will be in our imminent GlobalCo update.

DYOR

As taken from the Annual report:-

"Immugenyx entered into a research agreement with the above-mentioned GlobalCo to develop the ApbHC as a tool for drug development and testing, as announced on 23 October 2019. If the first phase of research produces successful results, Hemogenyx anticipates that further research will be commissioned, as has been the case with other trials using the Company's humanised mice. According to the agreement, Immugenyx will grant to GlobalCo a worldwide, non-exclusive, royalty-free licence to any know-how and any patent(s) and patent application(s) arising from the agreement to use solely for its own research and product development purposes. Immugenyx will also grant to GlobalCo an option to an exclusive licence of any patents or patent applications arising from the Agreement. The terms of the exclusive licence will be negotiated in good faith and on reasonable commercial terms at the time GlobalCo exercises its option."

So by my interpretation, as part of the deal agreed on developing our magic mice, on conclusion of this research partnership, GlobalCo get a royalty free non-exclusive license to use our mouse tech going forward (patented hopefully). Furthermore, they get 'first refusal' on whether they would like to make it exclusive!!!

This is separate to the CDX antibody work that they have been working on together for nearly two years.

Our ApbHC tech is a complete beast in its own right and details of this potential deal I think has somehow sneaked under the radar.

How many zeros on that cheque payable to Hemo???

Looks to be a completely different treatment to our Car T Cell treatment. Target tumours and therefore a different type of cancer. Ours target AML and ALL, blood cancers.

Same science Underpin but targeting different diseases.

We really have no idea how far on with the Covid stuff Vlad has got Hemo as we’ve been relatively quiet. However we definitely are working on it. We confirmed we’re developing a risk-based test for serious illness from a Covid and talk about moving to commercialising it. We talk about working on an antibody treatment which We know can be quickly developed On our magic mice. And we know a GlobalCo is definitely using our mice (possibly on Covid work) And Johnson and Johnson have used our mice for years at least on the lupus project and therefore potentially on Janssens Covid work.

The Vlad mega-play could be an update covering all of this ... and with HEMOS I suspect project work we could be further than we think.

If GlobalCo or Janssen using our mice on a drug pre-trial that moves to begin human tested for Covid... would be nice also. :-)

All possibilities imo.

Nope. Completely different purpose to ours.

Doesn’t sound like anything to do with us. Different types of outcomes targeted for their work. Not a rapid response testing platform like us.

We need news I think to take Significant leg up. We’ve had a recent run on hype and we got scuppered by the placing. Momentum traders got burnt leaving many reluctant to get back in here. I actually think The placing was very well done at such a strong price! However, it was badly timed for price momentum purposes.

Looking forward to the GlobalCo update though. Surely a short delay For Covid can’t go on forever?

We modelled the lupus disease for them in our mice. A MASSIVE market yet untapped for a solid treatment.

I believe it to be likely that Janssen are using our mice for their Covid work on testing potentially suitable treatments they identify during their sizeable screening process.

We are yet to hear further details in this area.

Certainly an interesting possibility. Take as long as you need HEMO announcing GlobalCo Licensing if you’re going to bolt on a Covid JV ;-)

Our magic mice expediting this pre-clinical work to such an extent that we move forward through IND and phase 1 testing for an antibody treatment for COVID? Joint V, emergency status, underpinned by advanced testing on our wonderful mice.

Just a thought.

What are the odds GlobalCo becomes a partner for the Covid project work? They’ve already been helping with the CDX antibody treatment and using our mice.

Would explain the delay. Intending to release detailing of licensing on 30/4 we reach a point where the Covid Work we began using CDX showed significant promise.

That licensing deal suddenly needs a lot more work.

All imo of course. DYOR.

Graft versus host. Look it up. See the second Part vid pinned on Hemo twitter account. Listen to the scientist explain.

Our mice are advance mice - far superior to others for pre-clinical testing purposes.

We drew and raised enough capital at the beginning of the year to fund us through to at least Autumn.

We’ve raised addition capital (1.6x our annual spend) earlier than needed. What will we spend it on? That’s what we need to ask ourselves... and I think it will prove we’ll worth the raise as they’ve told us it’s Covid and Car T Cell Therapy related. They MUST be on to something with their Covid work as that is the activity no factored in to our annual expenditure projection numbers at the beginning of this year.

A biggy. I think American as that Vlads playground. Have to sniff about and see what you think!!! There’s a few to go at!

Re-arrange those words people and consider the asset income streams HEMO is targeting.

Yes we’ve got CDX, yes we’ve got Hu-Pech, yes we’re working on antibodies with a Global Co and yes we’re working on at least 2 Covid plays with a risk rating test and a cure.

But people need begin to get their game ads around our mice tech. Our magic mice are revolutionising the industry with their pre-clinical testing assistance.

Whilst most of Pharmas and developers are floundering whilst rushing together their testing results we have solved the graft versus host nightmare that shortens the mices lives.

The failure rate from phase 1 to launch of oncological drugs is significant seeing on 7% typically making it to launch. This is in part due to the limited pre-trial testing that can be done on mice living only 30 days or larger animals not much longer. Our mice enable scientists to test, test and test again, tweaking, developing and moulding our drugs into a working treatment that will offer minimal surprises once transferred to human testing.

Our mice live 100-150 days giving the perfect platform to affectively and significantly de-risk a drug reaching human trial then not making it to launch.

Just think about that for a moment people.

Absolutely. I‘be just about stopped reading this forum during trading hours. It really has helped bring more clarity to my investments. There’s a lot of tripe spouted on here that it is easier not reading!

I have done a lot of research on HEMO. The coming weeks and months will be transformational for the Company I am sure of it. And I have bought and am holding accordingly.

Good luck!