RE: Last orders at the hemo bar ...21 Aug 2025 15:13
I don’t think it will take a couple of years before Hemo does a deal — the window is much shorter. Proof-of-concept has already been established with clear evidence of safety and early signals of efficacy in one of the hardest indications. The FDA’s decision to greenlight paediatrics isn’t just about safety either — regulators only move children forward when they believe there is meaningful benefit, which is a huge external validation. Medium sized Pharma won’t wait around for years because by then the majors will be circling and the price will be on a completely different level. At today’s market cap Hemogenyx is absurdly undervalued, and with further data and the paediatric arm starting up that gap will close very quickly. Yes, Vlad may do another raise, but that’s just a bridge. The real story is that strategic discussions will happen on 2025 data, not years down the line.
We know you're desperate to drum up a bit of support for Avacta - but with all due respect, Hemo is nothing like Avacta. Avacta uses existing ageing chemo treatments that make it necessary for them to extensively prove that its superiority to existing treatments and long trials are needed to provide such data. For HEMO, thats simply not the case. In fact, one could say Hemo have already proved the clearsuperiority of HG CT 1 above anything ever designed before!
I'm very much looking forward to the next few months.