Member Info for Quickdraw18

Executive Chairman - Sir Marc Feldmann:
Hemo are privileged to have the creator of world's all time best selling drug class with 2016 sales of $36b. At 75 I seriously doubt he joined Hemogenyx to ruin his retirement years.

"Sir Marc shares the Academic credit for inventing and developing anti-TNF therapy for rheumatoid arthritis, the first major use of monoclonal antibodies in a common disease. Centocor, Inc licensed Sir Marc's key patent, and then developed Infliximab, ultimately branded as Remicade. Remicade was the main driver of the $4.9 billion acquisition of Centocor by Johnson and Johnson in 1999, and is still J&J's best selling drug. Since 2012 Anti-TNF therapy has become the world's largest drug class with sales in 2016 exceeding US$36 billion"

Toxicity reducing CDX qualities:

"The Directors believe that the potential to use CDX antibodies to improve the performance of existing drugs without any risk of a negative impact on treatment outcomes would be very attractive to major pharmaceutical companies. Consequently, the Company has filed a provisional patent application covering the composition matter of additional clones of CDX antibodies and their combination with a wide class of novel compounds that are currently undergoing clinical development by a number of other companies. The purpose is to create a new paradigm of combination treatment for patients with AML and possibly other types of blood cancers. The Company is in exploratory talks with a number of potential pharmaceutical partners about these opportunities"

https://hemogenyx.com/about/history

Collaborations with Cornell, Rockefeller and Oxford Universities, Johnson & Johnson, LakePharma, Orgenesis and Eli Lilly.

Use antibody and CAR-T cell therapies.

Revenue generating Eli Lilly deal anticipated to be signed before open on 1st Sep for CDX antibody for eliminating ALL leukaemia without need for chemotherapy.

In July Eli Lilly agreed separate deal for Lupus & to use humanised mice to generate antibodies for unspecified conditions. Agreement allowed Hemo to unveil them as GlobalCo who've been developing CDX since May 2018.

CDX:
A bi-specific antibody (CDX) originated to Condition (clean) leukaemia patients blood prior to bone marrow transplant. Conditioning is currently done via chemo which is an awful treatment and for which 60% of leukaemia suffers are too ill to under go. Subsequently CDX has been shown in mice to eliminate leukaemia removing the need for Chemo & blood transfusion.

Additionally CDX bi-specific antibodies can lower toxicity of other therapies. On singing Eli Lilly will be able to use CDX resuscitate failed treatments within the margins CDX can reduce toxicity. There's an enormous opportunity to use CDX to troll failed trails of competitors and smaller cap companies & buy for peanuts.

2015's IPO prospects estimated US & UK bone marrow conditioning market at $3.7b. Hemo may expand market, plus can add on decent chunk for treating ALL leukaemia.

CAR-T Cell:
Signed sponsored deal with pioneers Penn State Uni to progress to phase 1 trails.

Hu-PHEC:
Cornell University CEO Dr Sandler discovered way to extract white blood cells from adult patients. These blood cells are grown and transfused back into patient. Removing need for blood donors and the issues with finding a match and rejection of transfusion. Being developed to treat blood cancer and has broader autoimmune applications.

COVID & Humanised Mice (ApbHC):
Commercialised mice (12% royalty) with 95% human immune system, have double function, pre-clinical testing enabling flawed therapies to be idendified early, improving and speeding up trials and reducing costs.

Secondly used to idendity specific antibodies e.g. COVID, Lupus etc, since March Hemo have been using mice to screen most effective antibodies from convalescent plasma. Approx 62 COVID antibodies exist. Humanised mice offer a superior method to cheaply and quickly select the best antibodies.

COVID Vaccine:
Collaborator Orgenesis are developing a COVID vaccine using Hemo's mice.

COVID test:
Study in progress to produce test to predict potential severity of patients COVID symptoms, identifying mild, moderate and sever sufferes. If successful test will enable Dr's to provide the most appropriate treatment to those most in danger.

Topped up 70k shares for the old girl. If only she'd done this over the past month while I've been nagging lol. We roaring and still have FOMO Friday ahead of us

Cheers lunas. The Novartis, Penn link seems strong. Speaking of CAR-T, in 2019 Eli Lilly said they were taking a step back from it due to Toxicity concerns. CDX could remove their blocker. Would be a crazy move for Hemo to sign exclusive CDX deal with Eli Lilly and block themselves out of using CDX conditioning for their other products. Wonder how this works out?

Much appreciation for the kind words :-) Been a learning curve these past 2.5 yrs. Increased holding by 250 times since first dip.

In summary I mentioned CDX's potential for unlocking therapy zombie assets that failed clinical trails due to toxicity issues, or efficacy shortfalls which can be addressed by reducing toxicity of treatment and increasing dose.

This doc has good data for 2018 which I'm digesting. Eli Lilly success rates are listed, makes for interesting read.

https://t.co/TU2hiB2YsT

Anthog my 3>5 yr valuation long is somewhere between £1b and £10b

SP Angel provided some comparable valuations
https://twitter.com/DopeinkInvest/status/1289273744670593025?s=19

Kozz I've pretty much covered all aspects of business & reason for rise.

Collaborations with Cornell, Rockefeller and Oxford Universities, Johnson & Johnson, LakePharma, Orgenesis and Eli Lilly.

Use antibody and CAR-T cell therapies.

Revenue generating Eli Lilly deal anticipated to be signed before open on 1st Sep for CDX antibody for eliminating ALL leukaemia without need for chemotherapy.

In July Eli Lilly agreed separate deal for Lupus & to use humanised mice to generate antibodies for unspecified conditions. Agreement allowed Hemo to unveil them as GlobalCo who've been developing CDX since May 2018.

CDX:
A bi-specific antibody (CDX) originated to Condition (clean) leukaemia patients blood prior to bone marrow transplant. Conditioning is currently done via chemo which is an awful treatment and for which 60% of leukaemia suffers are too ill to under go. Subsequently CDX has been shown in mice to eliminate leukaemia removing the need for Chemo & blood transfusion.

Additionally CDX bi-specific antibodies can lower toxicity of other therapies. On singing Eli Lilly will be able to use CDX resuscitate failed treatments within the margins CDX can reduce toxicity. There's an enormous opportunity to use CDX to troll failed trails of competitors and smaller cap companies & buy for peanuts.

2015's IPO prospects estimated US & UK bone marrow conditioning market at $3.7b. Hemo may expand market, plus can add on decent chunk for treating ALL leukaemia.

CAR-T Cell:
Signed sponsored deal with pioneers Penn State Uni to progress to phase 1 trails.

Hu-PHEC:
Cornell University CEO Dr Sandler discovered way to extract white blood cells from adult patients. These blood cells are grown and transfused back into patient. Removing need for blood donors and the issues with finding a match and rejection of transfusion. Being developed to treat blood cancer and has broader autoimmune applications.

COVID & Humanised Mice (ApbHC):
Commercialised mice (12% royalty) with 95% human immune system, have double function, pre-clinical testing enabling flawed therapies to be idendified early, improving and speeding up trials and reducing costs.

Secondly used to idendity specific antibodies e.g. COVID, Lupus etc, since March Hemo have been using mice to screen most effective antibodies from convalescent plasma. Approx 62 COVID antibodies exist. Humanised mice offer a superior method to cheaply and quickly select the best antibodies.

COVID Vaccine:
Collaborator Orgenesis are developing a COVID vaccine using Hemo's mice.

COVID test:
Study in progress to produce test to predict potential severity of patients COVID symptoms, identifying mild, moderate and sever sufferes. If successful test will enable Dr's to provide the most appropriate treatment to those most in danger.

Executive Chairman - Sir Marc Feldmann:
Hemo are privileged to have the creator of world's all time best selling drug class with 2016 sales of $36b

Hemo timeline estimate. Originally produced 23/06/20. Have month for rest of my 3 month estimates to come true:

Produced this timeline 23/06/20.

0 to 3 months (2 months in)
. Done - Sign deal with Global Co for CDX, a treatment for Acute Myelogenous Leukemia and Acute lymphoblastic leukaemia negating need for chemo.

. Update on Hemo's neutralising antibody COVID treatment/short term vaccine e.g. few months.

. Update on Orgenesis COVID vaccine project, which will use mice for treatment discovery (12% royalty)

. Mouse supply deals for COVID testing. If mice are used for treatment discovery they would earn royalty around 10%>12%

. Update on Hemogenyx COVID severity study for and potential commercialisation test (Hemo would outsource)

. Announce CAR-T cell COVID project

. NEW - Penn State uni CAR-T cell phase 1 trails preparation

3>12 months - (not included further COVID activities. Will add on positive news)

. Belgium regional funding to develop Hu-PHEC

. Update on CART AML internal mouse studies
(Amended - Update on progress to phase 1 CAR-T Cell trails)

. NEW - Eli Lilly CDX phase 1 & 2 trails

. Johnson & Johnson Lupus update

Mid Term (1>2yrs)
. Update on Hu-PHEC AML and ALL program
. NEW - CAR-T Cell phase 1 trails

2>3 years
. Hu-PHEC phase 1 trails

. CDX commercialisation amended to phase 3 trails.

. NEW - CAR-T cell phase 3 trails

4>6 years
Hu-PHEC commercialisation
CAR-T Cell commercialisation

Unkown
. Mice, CDX and Hu-PHEC models to idendify new treatments for blood and autoimmunity conditions and new pathogens (disease X)

. CDX blood conditioning toxicity reducing qualities enable stranded Pharma assets with levels of toxicity levels to resubmit for clinical testing

https://www.lse.co.uk/rns/HEMO/covid-19-project-initiated-t19ltxs1fypvla4.html

https://www.lse.co.uk/rns/HEMO/hemogenyx-pharma-plc-cdx-effective-as-conditioning-therapeutic-in-vivo--l861couvlhlhd1w.html

https://www.lse.co.uk/rns/HEMO/hemos-car-t-cells-effective-against-aml-in-vitro-scfjdxpqlgxz76t.html

https://www.lse.co.uk/rns/HEMO/approval-and-issuance-of-european-hu-phec-patent-efjzzwlfex6efti.html

I can't find the link for care home trail. Had entered it in calendar. If your referring to my other research its posted on the other board. Fun 7 days for me :-)

Novacyt's care home preliminary results scheduled for this Friday with full results due to be published 28th sep, day before AGM

Collaborations with Cornell, Rockefeller and Oxford Universities, Johnson & Johnson, LakePharma, Orgenesis and Eli Lilly.

Use antibody and CAR-T cell therapies.

Revenue generating Eli Lilly deal anticipated to be signed before open on 1st Sep for CDX antibody for eliminating ALL leukaemia without need for chemotherapy.

In July Eli Lilly agreed separate deal for Lupus & to use humanised mice to generate antibodies for unspecified conditions. Agreement allowed Hemo to unveil them as GlobalCo who've been developing CDX since May 2018.

CDX:
A bi-specific antibody (CDX) originated to Condition (clean) leukaemia patients blood prior to bone marrow transplant. Conditioning is currently done via chemo which is an awful treatment and for which 60% of leukaemia suffers are too ill to under go. Subsequently CDX has been shown in mice to eliminate leukaemia removing the need for Chemo & blood transfusion.

Additionally CDX bi-specific antibodies can lower toxicity of other therapies. On singing Eli Lilly will be able to use CDX resuscitate failed treatments within the margins CDX can reduce toxicity. There's an enormous opportunity to use CDX to troll failed trails of competitors and smaller cap companies & buy for peanuts.

2015's IPO prospects estimated US & UK bone marrow conditioning market at $3.7b. Hemo may expand market, plus can add on decent chunk for treating ALL leukaemia.

CAR-T Cell:
Signed sponsored deal with pioneers Penn State Uni to progress to phase 1 trails.

Hu-PHEC:
Cornell University CEO Dr Sandler discovered way to extract white blood cells from adult patients. These blood cells are grown and transfused back into patient. Removing need for blood donors and the issues with finding a match and rejection of transfusion. Being developed to treat blood cancer and has broader autoimmune applications.

COVID & Humanised Mice (ApbHC):
Commercialised mice (12% royalty) with 95% human immune system, have double function, pre-clinical testing enabling flawed therapies to be idendified early, improving and speeding up trials and reducing costs.

Secondly used to idendity specific antibodies e.g. COVID, Lupus etc, since March Hemo have been using mice to screen most effective antibodies from convalescent plasma. Approx 62 COVID antibodies exist. Humanised mice offer a superior method to cheaply and quickly select the best antibodies.

COVID Vaccine:
Collaborator Orgenesis are developing a COVID vaccine using Hemo's mice.

COVID test:
Study in progress to produce test to predict potential severity of patients COVID symptoms, identifying mild, moderate and sever sufferes. If successful test will enable Dr's to provide the most appropriate treatment to those most in danger.

Executive Chairman - Sir Marc Feldmann:
Hemo are privileged to have the creator of world's all time best selling drug class with 2016 sales of $36b.

https://twitter.com/DopeinkInvest/status/1298528253381091328?s=19

:-) https://twitter.com/DopeinkInvest/status/1298395968723984386?s=19

ShuanP it's in anticipation of them singing deal with Eli Lilly on Tuesday. I'll be putting posting banging summary of prospects tomorrow morning. Keep an eye out or hit me up on twitter @Dopeink

Top few days, bring on tomorrow and the many days to come

Mickyc333 there is possible direct link to Hemo's mice and validation of their antibody COVID approach.

Trump annouced plans to progress with convalescent plasma and vaccine.

Imo Hemo's offering of using thousands of Humanised mice to refine selection of antibodies is far superior offer to using a small sample size of patients to identify best antibodies.

The vaccine Trump aims to buy comes from AstraZeneca, Glaxo Smith Kline, Oxford uni vaccine.

"Hemogenyx Pharmaceuticals already has good links the University of Oxford" including collaboration on Hu-PHEC and strong links with Hemo Chairman Sir Marc Feldmann being exiting Oxford employee and former Head of the "Kennedy Institute of Rheumatology.... part of the University of Oxford's Nuffield Department of Orthopaedics, Rheumatology and Musculoskeletal Science, which comprises more than 25 research groups working in the areas of immunity and microbiome, inflammation biology and tissue re-modelling/regeneration"

Professor Sir. Feldmann inventor of the best selling drug of all time and has been working on COVID with Oxford uni. There are decent odds Hemo mice uses for pre-clinical vaccine trails. I'm not envisaging the mice being used to idendity antibodies, just test efficacy. Maybe nothing.


Oxford uni certainly know about Hemos mice

"Laboratory to Clinic: Accelerating Experimental Medicine Approaches"

https://hemogenyx.com/investors/announcements/announcement/2018/Hemogenyx-Pharma-Plc---Hemogenyx-to-present-at-Oxford-conference/

Framework Guidance :

"Q: Do we have to observe a standstill period before we enter into the framework agreement or after a mini-competition?

A:The standstill period applies when you set up a framework agreement. However, there is no mandatory standstill period for a call-off contract under a framework

The minimum standstill period is calculated depending on the means of
communication used to transmit the standstill notice:
i. At least 10 calendar days, when the notice is communicated using electronic means (e.g. fax2
, email); or
ii. When using non-electronic means, there is a choice between either: 15 days from date of sending; or 10 days from date of receipt"

So yes there is a contract freeze period. Novacyt are clearly aware of contract award and now so are we. Just the big numbers ;-)

https://assets.publishing.service.gov.uk › ...PDF

Trendz unless things have changed since times running Government procurements there's a freeze period after contract award to allow for any legal challanges of failed bidders. Maybe different with a call off Framework contract.

Though as bladesharp highlighted there is a lag between contract award and publication on Bidstack. I seem to recall a 2 day lag

If this is the launch of COVID/Flu test "proud to offer" which seems to be, to me this is an indication that despite how significant a step forward this is in UKs testing capability Novacyts product range is now so broad and COVID revenues diversified that news doesn't warrant an RNS.

https://twitter.com/PrimerdesignLtd/status/1297778834968846336?s=09

Cheers On Target :-) I'll look to incorporate into my post and tweet early next week.

Let the mouse wheel roll :-)

Does anyone on board have data on number of therapies that fail phase one toxicology trials due to conditioning?

I'm having a look, would appreciate if someone can spare my Sunday afternoon :-)