RE: Where've they gone?8 Nov 2023 23:47
FYI You're the only person I've blocked on LSE Barbershop. But I logged out to read your post.
I didnt believe anyone else about HEMO. I worked off my own research. I read up for A LOT of hours on HEMO. A lot. Vlad has the ties, the drug is novel, an AML chemo free treatment is non existent, big company working partnerships, and incredibly strong board etc. HEMO ticks all my boxes for my d/d.
The quite straightforward problem I came up against was where you can easily misread the timescale to a point of success. An inflexion point. Id convinced myself Eli would buy HEMO tech prior to trials. When they didnt it was frustrating. So I read up more. Its quite obvious they weren't an oncology focussed big pharma and although liked the HEMO tech it wasnt the focus of their business. Not their bag. Im sure you checked that out yourself though.
So then the inflexion point becomes re-aligned with hitting trials and proving treatments and drugs work. Which takes much longer. I've taken it on the chin! So has my portfolio.
But the extra months and years have led us to that very point. Trials. We are on the brink. And whatever you or anyone else says in bitterness or whatever, we are here. Its finally time.
And Im still here to see the party starting. You must be too otherwise you wouldnt STILL be moaning.
PS I dont lunus.