Member Info for Pingu777

How does the success of Verona Pharmas COPD treatment affect the marketability of SNGs COPD treatment? I’ve noted they’re different medicines as such so efficacy will be different but they seem half a step in front of SNG. Anyone got any views?

I have tried to figure the strategy.

FirstLy, why announce just the name of GlobalCo on Monday and then have a Q&A a week after when in the next week or so we’re due licensing details for CDX.

It is certainly confusing.

The thing you must understand in pharma R&D everything takes time. It’s takes ages to refine a candidate that works on a target. Hemo have slowly but surely shuffled all their chess pieces into place and have them on the verge of human trials. If you look at the deals that get done in big partnerships and take overs the drugs are always proved to work safely on humans via phase 1 trials. All being well that will be this year for CDX. The deal is imminent.

Then with Hemo car T cell therapy at the IND enabling stage then that could be FDA approved for human trial any time in the coming couple of months (Eli my fav to piggyback on that one also).

HuPech way overdue an update. Funding details from the Belgian government due and How this orphan status drug is also moving to FDA approval for human testing. Partnered with orgenesis for the trials.

And multiple big pharmas are using our mice because they’re revolutionary. Simple as that. Commercial deals news could drop any time. Literally.

Keep belittling our Hemo derampers. But you don’t have long or much to go at. So good luck with that!

The people who continually and purposefully run down Hemo have no substance to their negativity. A risk we’ve not considered? A potential red flag? A particular pitfall or negative sign?

The derampers have got nothing!

And to be perfectly honest I’d add that I don’t think we will be too far off by Christmas.

Pumpky, based on Eli Lilly taking three, 3 R&D Deals with us! Do you understand this? They have allowed their name to be released as they are happy with our work and want multiple items that we have. CDX, mice and help developing a treatment for lupus using our amazing mouse model that J&J also like and is quite clearly useful and in demand!

Are you saying you doubt any of these items will become commercial? Literally, Eli Lilly says they’ve got a good chance. The mice are already proven to work. As is the CDX. And Eli want our help with lupus!!! And they probably developed their Covid antibody on our mice.

And you’re telling me £420m MCap is folly???? You’re right, it’s too low.
We will see it in the next 12-18months in my opinion.

Vlad’s going to do a Tik Tok vid with his mice

Nice questions mate. Got mine in too. I reckon they’ve had 1,000 questions which boil down to a dozen main points and a handful they can answer. Hopefully we get some good tit bits and bullish phrases from Vlad at the very least.

£1 is my minimum exit. Psychologically it seems so far away but what do you see happening when CDX is proven to work safely on humans and saves lives? The press will go wild. Will it rise by 2p? Or blast the market cap into a new stratosphere?

How do you think Amazon investors felt at the start when nothing was happening?

You have to be confident that you are ahead of the curve. Understand the fundamentals and the USP. People will want this. And the interested people have deep pockets.

I have asked this question for the Q&A. Have we done an impact study on the mice and how they will effect the drug development process from start to finish? I know that using our mice pre-clinical will reduce phases 1 and 2 of human testing and the IND enabling period. It also reduces the pre-clinical process itself. The average drug to market period for Eli is 10 years and at a cost of $1b. What if we can reduce this by 30%, 40%, 50%??? We can save the big boys hundreds of million a pop. Tens of billions overall??? Tell me this isn’t worth investment from Eli? They are already all over us. It is inevitable imo.

CDX was initially developed as a conditioning agent to replace chemo in preparation for transplants to clean the blood/bone marrow. CDX was found to be that good that it cleaned up so well it literally got rid of the Leukemia itself negating the need for not only using chemotherapy but removing the need to do the transplant they were planning on doing. Which is the final roll of the dice once chemo has ravaged your body and yet the Leukemia cells still remain.

HEMOs drugs are in the Oxford dictionary under the word ‘novel’ as an example. “Novel, as in the blood malignancy treatments developed by Hemogenyx”.

Joking aside try and find treatments that work on AML without chemo. There aren’t any. This what we’re talking about.

And as my personal preference dictates even though these drugs are worth billions... the mice as a drug development platform will change the industry this decade. I speculated that GlobalCo must be Eli who have our mice the other week to get their COVID antibody play to human trials so quickly. They joined the party late and passed all competitors to the first milestone. Impossible to get through pre-clinicals so fast otherwise. And low and behold look who GlobalCo is...

Oh and the lupus model that we share with J&J bit was wholly owned by HEMO. And now Eli have adopted it for testing etc. It’s obviously good.

The allowing of the name drop is a complete validation of our tech.

We prove CDX works on humans and boom. Not long now and Eli will be scrambling to offer us us more and more cash for our tech.

https://ir.fortyseveninc.com/news-releases/news-release-details/gilead-acquire-forty-seven-49-billion

Here’s what a take over looks like when you’ve a strong lead candidate. Very similar profile to CDX (but not the same). Then we’ve got HEMO CAR T, HuPech, the COVID play, And the amazing mice which form a discovery platform and a biodefense platform. Did this lot have this discovery platform that can reduce the drug development process overall and save millions and millions?

So what’s your point? What was the £100k trade?

It’s not AIM. Trust your research. Deal in facts. I am heavily overweight in HEMO. Understand the (multiple) USPs.

Diversification is a key drives volatility control. If you’re in to grow capital then you have to take a few risks. Depends what your intention is. Financial objectives drive your risk tolerance and the appropriate risk strategy.

If it’s the real deal then why waste your money on other average plays? Know your risk/reward.

See how the SP reacts tomorrow. Trades hidden and a false drop creates a bit of panic and sellers to refuel the MMs. And now we know it was absolutely all games will it trigger a similar rise? People should have ultimate confidence in the hemo team and the coming news flow over next few weeks.

Nice work doggy. Been a very odd day. Scare the traders out to sell on the cheap with the drop. Fill their boots back up after filling those orders yesterday morning.

Game back on.

I’m going to have a go at valuing CDX this morning with a number of models. Not easy but might give half an idea of what sort of range of commercials are on the table. Many many factors to consider so isn’t a quick job.

Gel - get some more research done mate. If the little dip worries you then you have no confidence in hemo. And that can only happen because you don’t understand what they’ve got.

People want instant gratification. Patience and patients will reward.

I am absolutely certain hemo will reach those prices.

No one can tell you when.

Stop fishing.

I’m naive to charts myself. Uneducated and haven’t spent any time trying to get my head around them. However, I do like to see what is going on as they have an influence on the SP journey as many people do like to use them.

Thanks for your view bogyo