Member Info for Pingu777

Irony

Man called not posting, posts.

Man called not posting posts about someone selling, who is not selling, whilst having sold himself.

Peak projection, all your accusations... simply based on what you would be doing.

Sending big hugs xx

Aldes chat about profit margins in an indication of future success. He knows everything.

“The DSMB's clearance to proceed represents a key de-risking milestone in the clinical development of HG-CT-1”

RNS

You're such a debbie doubter Alde. People know you put a negative biased spin on everything.

What you dont seem to understand is that on the long (long) road to get where we are today most investors have spent significant amounts of time considering all the risks. scientific challenges, financial challenges, potential road blocks, speed bumps. The fact your talking about the commercial benefit of Hemogenyx on launch tells me you agree the risk of ultimate failure right now is vastly reduced - as indicated in the DSMB which factually states it dose escalation recommendation de-risks the program.

So then it comes down to a very simple equation. Current market cap versus a high probability commercial product, that seems to me to be better than anything on the market currently. I mean, there's not really not a lot of opposition out there as things stand. Does the indication show curative potential/indications? Is it replicating pre-clinical signals? I think it is, and that it highly likely based on the balance of probability indicated through extended patient remission. Its all a game of probability. The probability of relapse is very, very high without successful intervention in r/r AML if the bone marrow progenitors are not clear of the disease.

You can see why the smart money sees value in buying HEMO here and loads up accordingly. Traders trade. Investors buy and hold. Some do both.

It doesn't change the direction of travel and ultimate goal.

Agree Mr I. Simple solution.

Word salad.

Now you’re blocked.

Tell me why any of those statements are wrong? Counter my claims with facts. Thanks.

I did say once I wanted to see what the DSMB said. Erroneously in the sense of the review being made public. However, I was satisfied with the RNS addressing the subject and the subsequent interview from Vladik. The implications of a successful DSMB review with recommended dose escalation is quite clear to most. Expect you of course.

(You're not binned yet - I'm interested to hear what you have to say about HEMO and its progress to date).

Of course it’s all true. The thing is I'm not a child who comes on here to deliberately attack/discredit you though - which is all you seem to attempt with me.

No one cares what you invest in. But whilst you are blatantly lying about your positions and therefore your posting agenda I object to you claiming some sort of superior moral high ground to everyone else.
Anyway, I’m bored of replying to you already. Back in the bin.

NotPosting,

"Being fact checked"?!? Comedian.

I suggest it's only you who deliberately misinterpets my opinion as a fact. No one else seems to have a problem in understanding that there is no formal valuation out there, nothing released by the company on a valuation, so the valuation to which I refer must be, by deduction, MY view/opinion.

Someone in your position is running very low on moral high ground.

Technically my opinion is it’s worth double that NotPosting, the £1b is my worst case scenario opinion. Like if we didn’t treat another patient.

FYI I’ve removed you from the green bin as of last night for fun.

People back interested in buying a £50mcap company who have a £1b+ valued asset that, all indications to date, suggests it works.

It’s not rocket surgery.

Cheers. No one reads that site do they? Its like logging into my Commodore 64 thirty years ago.

I've reported the posts there. Some real odd balls about!

Plenty of potential news in the melting pot. Very interested to see what comes next.

If I was a prospective buyer I'd want to see the commercial manufacturing signed off and ready to go. As I've said before. Can't be too long now - Vlad's been working on it a good while. Once done, everything's packaged up for trial expansion/expedition, into peds and adult chort 2 with more rapid dosing.

How long wil big pharma wait. I'm not averse to them waiting for us to dose peds one and adult 4 but the price tag to take the license will continue to skyrocket North the longer they take.

Its a win/win for investors.

Just green bin the nonsense. Waste of time replying. They've zero interest in any constructive chat.

Agreed.

Yeah I was looking at the US 20-30k so went low ball cautious.

Not sure why though when we will likely be treating people in Europe during first half of next year! haha

Oh and SocialistB, I think you chronically undervalue hemo car t.

HG CT 1 is applicable to all AML diagnosis that express FLT3. Which is around 80-100% of AML. (Not just FLT3 mutations - its pan-applicable to all FLT3 expressions). Which means the likelihood that HG CT 1 could be brought forward to front line treatment, not just r/r. Currently around only 30% of patients qualify for bone marrow transplant due to health and age issues. So what happens to the other 70%? There are zero alternative longer term solutions. All approved treatments are bridging treatments to get patients to to the bone marrow transplant - after which relapse swiftly returns. HSCT is risky in itself with most patients not fit along with high risk of infection during the treatment.

The application of HG CT 1 has a very high ceiling. At a fee of around per treatment of £350k-£400k per treatment and up to 20,000 patients diagnosed per year you can see why the potential income is monumental. Considering all of the bridging treatments we are intend to replace, those pharmas will quickly understand how that income could just disappear and they will all be considering the next best thing. I can see £200m+ upfront with significant milestones payments as we conclude phase one and then phase 2 and royalties off the back end on approval.

If you are a prospective buyer of HG CT 1 what are you waiting for to buy it now? imo its only one thing. CDMO sign off to begin manufacturing. Then everything is in place for commercial production of CAR T and the trial can move along as quickly as possible within the protocol parameters. DSMB external verification of the trial so far provides any big pharma with the assurances they need at this stage. Prospective buyers will have analysed the pre clinincal data in detail and see how the treated patients to date are likely dropping in line with that data and moving to the full recommended dose will have clear targets projected from pre clinicals.

The peds trials is pivotal. If we are allowed to begin treating the children before any offer comes in (who we know tend to react better on the whole to such treatment) then the price tag will skyrocket week by week. On a half dose we know it is safe in adults. If adult p4 passes safety on full dose and the first peds patient passes safety on the half dose, then for me, that is essentially proof of concept confirmed. Maybe I have a lower bar for what qualifies for POC but I am assuming P1 (2 and 3) remains alive in this assessment.

Feels fair to say we're in the window now. Vlad has confirmed he's speaking to big pharma, its not made up.

I remain as happy as larry and am enjoying watching things unfold. They can fiddle with the SP as much as they like but I will still have the same amount of shares.

The plan for HEMO is to sell Hg CT 1 is to sell for lots. Its a simple plan and hasn't changed. I'm confident that, even with the high level bantz on the LSE chat forum from the Fuds, Vlad will still sell it for a lot of money.

A deal out the blue would be pleasing wouldn't it. Hope no one gets caught with their pants down... (I do hope this happens really...).

Investors sit back and relax. Things are in hand.

Noted the same DB.

Less noise now.

A nice clear deck to drop the next HEMO progress/developments into.

Screw them

Getting 'accepted' is the wrong terminology. I am glad to see we have not secured a mainstream poster slot. "Late breaking" is 10x better than a standard poster abstract. There are only six places but who can have had more significant milestones in such a short space of time since the original 5 Aug deadline? We must have a sniff.

Todays disclosure by ASH is simply for standard abstract requests. I am glad to see we didn't get accepted as it means we may still have submitted for a "late breaking slot".

Submitters are notified as to whether they're accepted on 19 November and the slot speakers for late breaking are made public on 1 December.

These are prime time slots and are in no way assured. There will be a lot of submissions. But we fit the criteria pretty well in my opinion.

And RNSing the DSMB sign off on the final day of "late breaking" submission period seems too much of a coincidence for me. But what do I know.