HEMO30 Sep 2020 02:00
Two penne the
One, Hemo are efficient With their half year reports check the history of RNSs. V likely to come tomorrow.
Two, the report contains excellent levels of detail. All relevant project should/will be covered.
Three, very interested to see the details on COVID. I think we’ve been working on it heavily now for most of the year.
Four, financials are literally irrelevant to me. Except cash burn and income from mice. Although cash burn should be low and well managed and we’ve only cranked up spending since CAR T/PENN deal and the finance raise.
Five, I trust Vlad. The pandemic has knocked us back a bit particularly with the CDX deal delay as it busted up the human trial planning. But every single indication has been that of success with all projects and drugs.
Six, the deal for CDX closes in every day. It’s a biggy and will be worth waiting for.
Seven, HEMO is so much more de risked than beginning of the year. So however long it takes to to reach the transformational points of success, the chance of failure dwindles offering so much more security than literally every pre-clinical pharma out there. Primarily driven by the mice.
Good luck everyone. Can’t wait to read the update.