Member Info for Pingu777

In the last few months options have been very very limited and HEMO have been up against it funding-wise.

Patient data changes things. Thank God!!!

"Assuming Hemogenyx’s production cost is around $100,000–$150,000 per treatment, a big pharma partner might pay a premium for the service—potentially 50% to 100% above cost—to cover Hemogenyx’s operational overhead, intellectual property value, and the bespoke nature of trial-phase production. This could translate to a fee of $150,000 to $300,000 per treatment. For context, CMOs often charge $50,000 to $100,000 per batch for early-phase cell therapy production, but CAR-T’s complexity and Hemogenyx’s proprietary process could justify a higher rate.

The exact income would depend on the trial’s scale (e.g., Phase I might involve 10–20 patients), negotiated terms, and whether Hemogenyx retains some IP rights or royalties post-acquisition. For a Phase I trial with 18 patients (a typical size), Hemogenyx could generate $2.7 million to $5.4 million in total manufacturing revenue at $150,000–$300,000 per treatment. This is speculative, as big pharma might push for lower rates or bring in their own manufacturing later, but it aligns with the high-value niche of CAR-T production."

Just read up yourself. Lol.

Something to think about in terms of HEMO's funding needs down the line... imo we probably wont have many with the real potential of significant sustainable incomes.

Just a few thoughts on this front.

HEMO now has the lab/facilities to manufacture compliant and useable CAR T (as demonstrated by it meeting all FDA protocols for use by MDA in the trial already).

This is a cornerstone of any IND submission. HEMO are the manufacturer of the drug whilst in trials as agreed by FDA. Now, the sort of income HEMO can make from continuing to provide this service were big pharma to license/buy CAR T could/will be substantial. I asked grok. The numbers are serious. I hear FDA prefer the manufacturing to continue with the CMO on INDs where there are take overs of treatments/drugs during a trial to ensure continuity so its likely we're kept on if this were to happen.

"Hemogenyx has developed its own cGMP (current Good Manufacturing Practice) compliant facilities in New York, which allows it to produce HEMO-CAR-T cells in-house for its Phase I trials. This capability reduces reliance on external contract manufacturing organizations (CMOs) and gives Hemogenyx control over the process, potentially lowering costs compared to outsourcing. The company has completed process qualification runs, indicating readiness to produce clinical-grade CAR-T cells.

In the CAR-T industry, manufacturing costs per patient can vary widely depending on scale, automation, and process efficiency. For approved therapies like Kymriah (Novartis) or Yescarta (Gilead/Kite), production costs are estimated to range between $50,000 and $150,000 per treatment, though these figures reflect commercial-scale operations rather than small-scale trial production. For a company like Hemogenyx in a trial phase, costs might be higher due to smaller batch sizes and less optimized processes—potentially in the range of $100,000 to $200,000 per treatment. However, their in-house facility could keep costs toward the lower end of this spectrum, say $100,000 to $150,000 per treatment.

If a big pharma company were to acquire HEMO-CAR-T mid-trial and contract Hemogenyx to continue manufacturing, the income per treatment would likely include a markup over production costs to account for profit, expertise, and facility use. In such partnerships, service fees often follow a cost-plus model or a fixed-rate contract. For CAR-T therapies, commercial list prices range from $373,000 (Kymriah) to $475,000 (Yescarta) per treatment, but these reflect end-to-end costs including R&D, administration, and profit at scale—not just manufacturing. During trials, the focus is narrower: Hemogenyx would be providing a service (manufacturing) rather than the full therapy package."

Furthermore, if you consider our partnership with Kure.ai and an intention to reduce production times from 10-12 days down to 24hrs... the potential income from providing such a service/operation is eye-watering.

I can copy and paste the full AI commentary on potential income from manufacturing CAR T for big pharma somewhere if anyones interested. But I think you get my drift.

You can alway

An interested party will be less interested in the SP and very very much more interested in the working CAR T on R/R AML.

You bought a a few lad?

Look at you, much more perky when you're "in" and not "out".

Thanks for that Matt.

Im here for commercialisation. Newbies and trolls might think/suggest that there's 3/4/5yrs of trials we need to get through first before we can sell it. Whereas I see CAR T licensed comfortably before the end of phase 1.

It's been a very rocky road with a shambolic SP. But I trust Vlad will get us there.

Securing VC funds is key to HEMOs sustainability which will allow us to collate the data needed to snag big pharma. To get those VC funds we need to prove to them CAR T has amazing potential. We have 1 patients data. The amount of data HEMO hold grows every single day.

Thats where I'm at.

This was it. I vaguely knew this (I'd read it somewhere or been told it). Thanks for clarifying Hereforhemo!

Comments from pwhil about 'getting your money back at £7 or £8' just shows his complete disinterest or understanding of what HEMO has. Not to be critical or anything.

You dont take the sort of risks investing in HEMO brings to just get your money back. IMO. The upside is astronomical.

Its a very simple road to commerciality and big investor profits. Just to be clear.

VC funding. £10m for 30% of CAR T. For example.

This funds us through well over a year of trials. During which time Big Pharma can(will imo) swoop to license it. 3-6 patients in the sweet spot where continued safety can be verified, efficacy data will be cross-validated and the nature of the time passed since beginning trials patient 1 and 2 duration of response will become more and more clear.

If HEMO CAR T is anywhere near in line with the pre clinical responses in the humanised mice then this will be an exceptional product and there will be a lot of interest from Big Pharma.

Orphan drug status doesnt need doing yet. Apparently it wouldnt help HEMO much just yet. Someone with more experience might have info on this part of things.

People are tired of the HEMO SP continually going down. They lose sight of progress HEMO are making with science and trials and just lose interest. Sentiment had hit an all time low.

But if there's anything that could possibly act as a catalyst to turn things around it has to be that the CAR T is working safely on patient 1! I'm hoping the market are still digesting the info and will begin to take more of an interest in the not too distant.

The issue of funding is always there. Trials are an expensive pastime. But HEMO now have leverage (patient data), plus zero debt, big names on the Board etc that VCs in the US are most definitely interested in.

My opinion is that I would like to see a deal done where we get cash for direct equity in CAR T. I hope Vlad is well aware of how detrimental any placings could be from here on in with funding amounts available even with a prospectus probably low and wanting larger discounts. Non-dilutive funding is really important as we get stuck into the trials.

HEMO CAR T levels of efficacy will dictate the sort of deal we can get.

The non execs need to get involved now. The chairman etc. The galacticos.

Meant CAR T. Direct investment in the product.

Incorrect.

Direct investment next on the agenda. £ms for X% seems very much more likely to me.

As you say, retail might not be interested. But those in the game will be flexing their muscles (and wallets) soon enough now we’ve got patient data.

£10 or £15m for 30% sound reasonable?

You can’t forget being under water! It’s tough going.

But if you wanna get your cash back and then some, seeing HEMO CAR T actually working would be a good thing towards any and all investors making money.

Weird bunch indeed!

Algorithms micky

Not many SP watching at 8am on a Monday Micky

Just those who wanna come mock Vlad for designing a novel drug that can save lives.

Vlad knows what he has got now. Barring outliers, the retail market might prefer to take the p but the important people who know about CAR T and want it, the VIPs will be getting to know all about this data as we read this RNS.

"The successful treatment of the first patient with HG-CT-1 ….

marks a major milestone not only for Hemogenyx Pharmaceuticals but also for patients battling relapsed or refractory AML.

…We are encouraged by the favorable safety profile observed so far and the early signs of efficacy….

This outcome strengthens our confidence in the potential of HG-CT-1 to address one of the most challenging and deadly forms of leukemia

Big news… PATIENT ONE WELL.

HEMO CAR T working…

There’s been good news in the past

And then there’s news that your CAR T treatment is safe and effective.