Current state of play imo24 Feb 2021 13:03
Afternoon all
I venture on to have a read here sometimes. Amongst the general chat chat there is the odd gem of a post so its good to keep checking every now and again.
CJSterling. You're back after your doom and gloom when you weren't in. Found you a tiresome commentator. Swimming, as chirpy and positive as ever.
Look, we all know the drill. Big Pharma are gigantic juugernauts that take ages to do anything. Moving Eli (GlobalCo) to talk deal terms is a tough gig for Vlad and its simply to of his control. Itll happen when it happens.
What Vlad is in control of is the science, tech and the purse strings.
Hes pulled it out of the bag with the £60m facility which puts in a real position of power now as contract negotiations arise over the coming months with Eli and anyone else who fancies a piece of Hemos novel tech. It gives us options - big Pharma does not have us over a barrel. We have a choice and it bodes well for the deal terms.
The SP really has been a difficult watch for the last couple of months and those three little initials (CLN) and minimal news for a while has left us very vulnerable to derampers and shooters who have profited and pushed us right down. HOWEVER, this cannot go on forever. The people who short stuff are usually pretty clever cookies and they will see the time - and it is coming - when it is no longer profitable to short, the time will be to buy. And we are reaching that point soon imo.
HEMO has USPs and significant differentiators with their product candidates and the underlying discovery platform that puts us ahead of the competition. No one has mastered CAR T treatment yet. Kymriah for Novartis is the ONLY treatment out there for leukaemia and it doesn't work on AML the most deadly version. That is our space.
CDX antibodies are revolutionary and adaptable. Not only will they be used to replace chemo with leukemia but it will be utilised by legacy drug providers that failed safety/toxicity to help make them safe and improve the health of patients during treatment.
I hold significant hopes that as a prelude to the CDX deal announcement RNS Vlad will furnish us with a patient application for the CBR platform which targets a treatment development process for disease X. People are starting to look past COVID now and this is the perfect time for me to attack this space with a new product within the next few months.
The current SP is so cheap the entry is perfect for any new investors. Longer term holders are having to suck it up but with the last placing at 7p and Vlad having a chunk of options at 9p I can confidently say we are moving one from here. Not long now and the tide WILL turn and we will charge north as HEMO continues to tick key milestones off.