Member Info for Pingu777

Hemotruth doesn't like being outside the circle of trust. I see a lot of the green eyed monster in him.

If CAR T meets proof of concept in phase 1 it will cross validate CDX, same target. The difference being CDX is a bispecific antibody so could become an “off the shelf” solution with a longer duration then CAR NK.

And sentis CAR NK is already part way to cross validating HEMO CAR T. So there’s a lot of indications we could be in for incredible fireworks over the coming months and years.

Imminent news is a complete guess. No one knows how Vlad will play it releasing updates.

The fact we use Prevails tech to support the phase one trials, which includes real time live analysis, means we have very useful data on patient one. They're still alive after 9wks. It may "only" be a single patients data but if its working then this is significant leverage in any talks Vlad is having around funding whether it be from a VC or Big Pharma.

If HEMO CAR T is as good as I think it is and CMR can be achieved then as the potentially new gold standard of care HEMO could already be worth £ 50-100m.

However, lets be nice and conservative and say pharma VC values HEMO CAR T at £25m as part of a funding deal. That is far in excess of treble the current mcap. Such a deal could land within the next few weeks. In fact, more funding HAS to be sorted in the coming weeks as we all know trials are expensive!

Exciting times.

"As we seek to bring the curative power of cell therapies to a greater number of patients suffering from otherwise incurable life-threatening diseases, we are very confident in Prevail InfoWorks' ability to coordinate our Phase I clinical trial in relapsed/refractory AML. Their operational experience and expertise will enable a smooth execution of the study, while their specialization in real-time data integration and analytics will ensure fast, reliable data access to lower our clinical risk and potentially speed up our regulatory timeline. Prevail Partners' strategic investment in the Company demonstrates their confidence in our CAR-T program and in our ability to execute the upcoming clinical study."

From Grok:

This text appears to be a hostile, profanity-laced rant directed at someone named "mri" (possibly a username or nickname). The sender expresses strong disdain, accusing the recipient of arrogance, ignorance, and being part of an investment group that the sender deems insignificant. The message references a potential failure ("if this goes down the tubes") and mocks the recipient’s reaction to it. It also insults the recipient’s character, comparing them unfavorably to the sender’s past and quoting or misattributing a vulgar phrase to the poet Wordsworth.

The tone suggests personal animosity, possibly related to a financial or investment disagreement. The sender seems to doubt the recipient’s knowledge or success while hoping for their failure, with a vivid image of wanting to witness their distress.

Again, you're talking as though HEMO CAR T is a mediocre product. I dont think you undestand how good some of us think it is. I propose it will be the new gold standard of care. Big Pharma won't be hanging around if patient 1 continue to remain in good health. 10 patients data before anyone gets interested.... this made me lol.

I find Grok to be rather enlightening personally. But you gotta ask it the right questions and and share some reasonable assumptions.

Agreed Saint.

Efficacy/patient health update first (hopefully soon) then use it as a bargaining chip to get the best funding deal all being well.

Current share price is bonkers. Poor backdrop for junior pharma plus a UK market dead compared to the US pharma/tech sectors. Traders dont want to know til funding is sorted.

Not long now.

Indeed. Type in "re-assess assuming first patient complete molecular response after 8 weeks with no adverse safety concerns". Reaching CMR is more probable, based on what we know as things stand, than not. IMO.

Utter nonsense Aldebaran. Yes, they are spending a lot of money on trials. Thats how it is when you have billion dollar assets! Patient 1 is coming up to 8 weeks (survival) and a significant data point including efficacy. A huge milestone.

The material disparity between what you are saying and what I think is that you are working on a linear basis. On average trial data. On this treatment being similar to others and therefore good enough to use going forward and something big pharma may buy, but that HG-CT-1 is nothing outstanding.

The fact is pre-clinical results were incredible. Complete Molecular Response in the humanised mice. Furthermore, the safety has already been confirmed in human patient one. Lets be honest, the patient would likely have died if it wasn't working. They would NOT be looking at P2 if data was not positive. FDA would be notified and the trial would be halted.

Over at senti-bio they'ew working on a CAR NK treatment which would provide an off-the-shelf treatment for AML sufferers making slicker to deliver than HEMO CAR T. Sounds threatening to HEMO?! Their results are excellent on the first 3 patients which is great hear as their treatment has the same target protein to us. So how does their incredible first cohort results suggest about HEMO CAR T? Same target? I think the safety profile was the biggest initial worry and we've passed that already!

However, CAR NK is not a long term solution. CAR NKs typically target 3-6m efficacy so their use is limited. In contrast CAR T cells essentially don't stop working. The target duration of response is difficult to project but HEMO will be looking far in excess of 12 months. Personally (and Im sure Vlad is the same), I'm hoping years. Which for r/r AML would be phenomenal. Current best in class treatment for AML provides a an estimated 6 month efficacy. CAR T is much more effective than CAR NK and is the ideal longer term solution for those AML sufferers with no other options for treatment.

So when considering HEMO CAR T could (I believe will) be best in class and the new gold standard of treatment for r/r AML you're telling me big pharma are not already all over this already?

If Vlad can prove to the VCs/big pharma p1 has Complete Molecular Response (99.9% AML blasts destroyed) then the cash funding offers will be rolling in rather than us chasing it. Not long til Vlad releases the kraken. IMO.

*Senti RNS December

Three AML patients have been treated at the lowest dose level (1.0 billion CAR+ NK cells per dose) and, as of the data cutoff date of September 19, 2024, two achieved complete remission (“CR”), confirmed by bone marrow biopsy, which includes blast reduction and recovery of blood cells to normal ranges. In addition, both patients were assessed as measurable residual disease (“MRD”) negative after treatment, which is defined as no detectable cancer cells present in a bone marrow sample by the most sensitive locally a

Im pretty sure 'bad' results can be crossed off now. It's likely the first patient would be dead if it didnt work and we would know.

I prefer to frame it as "how good"?

I did some research this morning some VERY interesting results. The basis and outcomes of which I am very sure Mr Haywain would concur with.

Pointless sharing on here though, waste of breath. But AI can very helpful if you ask the right questions.

We are in the dark. But you are falling into Micky's trap that no news is bad news.

I assume it's likely good til we're told its not (based on pre clinical data). The more time that passes, the better imo. I can see the SP doesn't agree though.

Oh Micky you're so fine, you're so fine you blow my mind hey Micky!

Two things.

1. HEMO and Vlad have made plenty of mistakes, the SP should be higher, we should have had a better funding plan in place, the last funding discount was diabolical, MINT, etc etc

2. You really don't know what you're talking about. If HG-CT-1 results are as good as we think, things could/should/(will???) turn around very dam quickly from here.

They already have reams of data from p1, including efficacy. Vlad knows what hes got. Sadly, we haven't got to know... yet...

Cant start a fire.... cant start a fire without a spark....

*if

And it works as well as I hope, then I don't think it will make it close to the end of phase 1 before Big Pharma swoop, never mind phase 2.

So the longer term funding, whilst prudent to evaluate, is unlikely to be a problem in my view.

Again, we're back to how well does it work? The better the efficacy results the quicker the money bags will come knocking.

Venture Capatlist investment would be ideal for us. However, it would be perfect after 3 patients data to get best value for equity give away. But we're not quite there. There's a decision for Vlad as to whether VCs offer him fair value at this stage.

IMO if efficacy data is as good as we hope with patient 1 then there'll be A LOT of interest and this option is realistic even after just one patients data. Big Pharma have bought out companies on one patient data also, see :https://www.theguardian.com/business/2025/mar/17/astrazeneca-biotech-cancer-cell-therapy-esobiotec-imfinzi recently.

Will Vlad let us know how well its working on patient 1? Big Pharma wouldnt be rushing to update the market so early on in a trial. However, we are not big pharma. It would seem the right strategic play to me at this stage though to ensure any VC funding would be competitive and not monopolised by a NDA'd VC who's gotten to see the data earlier than the market.

We await the next update!

I get you, thanks for confirming. I assumed these were open houses you just piggybacked onto but clearly not.

I just made a few assumptions based on what I could see. I thought Bonas were involved?

45k carats already waiting in Bangkok shipped last September (URAH RNS). Bona's auction scheduled to close 25 April. Cautious sales target at £75-100 per carat provides returns of £3.375m-£4.5m. With a current market cap of £1.5m...

Pulling a few bits together from a URAH RNS in September and a look at the when next auction is in Bangkok and the company MCAP, this could be an excellent time to buy...

https://www.sharediver.com/app-research/GEMR

Micky, I’m hopeful any VC or Big Pharma who is doing their due diligence on HEMO don’t have a section on Mr I’s posting history.

And again, I don’t understand anyone looking to get “their money back”.

This either crashes and burns or if the science is good it will be worth big numbers. At this stage, there’s not much left in between.