Member Info for Quickdraw18

In reference to Exsig Direct:

"Novacyt also plans to optimise the use of this new extraction method in future PCR tests to be developed and launched by the Company"

COVID/Flu, maybe 3 gene sequence test?

Emmystar I'm baffled by SP, though not concerned as the building blocks are in place. Those 10m+? tests will fly out.

In respect of waiting for sales, we get an update at the start of each month. We are waiting US OEM Sales, lack of news is either due to OEM reporting quarterly or the deal was tied to production of new tests.

We'll find out soon enough.

For reference I'm not suggesting Hemo will take any products to commercialisation themselves. They clearly have a partnership model. Makes great sense for them to discover and then partner and provide support through testing and commercialisation.
I just get the feeling Vlad will stick around until a product is in the market. Who knows?

Upcoming announcements:

US OEM Announced & Sales- Now > end July

Mobile Testing Units - July

5>20 min LAMP test - July?

New tests - COVID / Flu combined test for winter - August /Sep?

I don't think they will have any issue utilising the 10m capacity. Great RNS. Devil is in the detail.

Exsig Mag and Direct Extraction reagents can be used with Primerdesign test and with other PCR tests. As extraction reagents are in tight supply Nova can sell into a new market

Exsig Direct - Extraction Reagent, Faster test, solves reagent shortages. 50% faster. Reduces costs

This extraction reagent will also be used for future PCR tests they are developing, I suggest a winter COVID/Flu test

Exsig Mag - Extraction reagents, similar to above, but for use on high volume machines. Very significantly tests also has improved sensitivity (less false negatives)

COVID-HT - complete new test. Doesn't need separate reagents during processing which will save time, cost and labour.

All tests immediately available

Woop, woop :-)

Don't think Hemo will be selling anytime soon. Dr Sandler is on a mission to cure leukaemia. I don't see him and his wife selling before they get to commercial product. Just a hunch.

Article on Cytiva's SARS-1 mouse model. These mice were developed in 2007 and is my understanding live half as long as Hemos mice.

The gist of article, demand for mice is off the hook. Companies are desperate as an effective mouse model will allow wide scale, fast, cheap and low risk testing.

Matter of Dr Sandler getting those mice horny imo lol

https://twitter.com/Cytiva/status/1273163471337684993?s=09

The placement of the Zimbabwe order also benefited from extended 6 month kit shelf life, ramp up of 10m capacity and potentially relocation of reserved French capacity

Must be getting close to annoucennt of Exsig reagents. After Rash humiliated Boris he's going to be desperate for a good news story

Mexico, India and Pakistan. Texas, Florida and California.

These places have seen record numbers of new cases as lockdown restrictions were eased. Should that mean a return to harsh lockdowns?

Two weeks in and two weeks out, weekend lock downs. Testing....
https://t.co/iirWurmrfa

Seems some new investors are confusing the potential near term COVID news as being more significant than the longer term (+3m) leukemia pipeline profucts. Both could be big markets, with leukemia and Lupus etc having ongoing value cycles

Rome wasn't built in a day. If your investing in a bio pharma company with a month to month Outlook I would suggest you are investing in the wrong segment.

Research, research, research

Repugnant Anon, I'd check myslef

Balls it the Belgium not the Dutch and couldn't find value, looking to pay for funding.

Tweet is up , feel free to sing liken a birdie

https://twitter.com/DopeinkInvest/status/1271612306905055233?s=19

Hemo pipeline v2

<3 months
. Update on Hemo's neutralising antibody COVID treatment and clarification if this project is in addition to Orgenesis treatment project

. Update on Orgenesis COVID treatment project (12% royalty)

. Update on Orgenesis COVID vaccine project (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 if they idenfify useful test

. Sign deal with Global Co who they have been developing CDX, a treatment for Acute Myelogenous Leukemia and ALL. This treatment removes need for chemo. This would allow 60% of suffers to receive treatment who are too ill to undergo chemo

3>12 months
. Dutch government are assessing investing (£4m I recall) to fund Hu-PHEC development

. Update on CART AML internal mouse studies

. Johnson & Johnson Lupus update.

Longer term (1>2yrs)
. Update on Hu-PHEC AML and ALL program

2>3 years
Commercialisematin CDX
Hu-PHEC phase 1 trails

Wild cards
. Expand Mouse, CDX and Hu-PHEC models to idendify new treatments for blood and autoimmunity conditions and new pathogens (disease X) 7

. Rockefeller and Oxford University and Lakepharma updates.

. CDX toxicity reducing (around x100), blood conditioning opens pathway for stranded Pharma assets with too high levels of toxicity to resubmit for clinical testing

× if then pipeline is as I've estimated investors will be incredibly fortunate. Some development will slip, but every step forward Hemo wil be validating their drug discovery platforms. 3>5 year hold for me.

I'll try and condense down for Twitter.

Hope that loose hands on the BB can hold firm. This little company has a potential novel drug discovery and mouse testing platforms. Look for the big picture in 5 years and not a 20%/40% theoretical losses. Focus on the pipeline and not irrational short sighted valuation.

Thanks for feedback folks :-)

Thanks for responce just for Hemo. I was being lazy in not splitting timeline further, agree COVID and CDX updates should arrive within 3 months.

I put a range for the mouse royalty as we may see negotiating pressure when we deal with larger companies. Will be 12% for any Orgenesis candidate developed using mice

I left off updates from Rockefeller and Oxford universitu and and Lakepharma. I've no idea about these developments. The Oxford work may have involved prestudies prior to CDX being developed with Global Co.. It's unclear.

A pretty loaded pipeline, I expectbHemo to expand using its Mouse, CDX and Hu-PHEC models to idenfify many new treatments which Hemo will spin off to collaborators to fund and commercialise. As they become capital and resource rich in the future they take their own products through to commercialisation.

Along with their mice providing great side earing potential, Hemo have reported their CDX blood conditioning treatment can be used to reduce toxicity levels in drug products that have failed testing due to toxicity levels.

Imagine how many stranded assets sit on Pharma books that could be reinitiated with CDX conditioning being able to reduce toxicity of treatments by approx x100 (figure from hazy recall). Is in one of CDX RNS's I think

Value finder we are awaiting news on the following:

>12 months
. Update on Hemo's neutralising antibody COVID treatment and clarification if this project is in addition to Orgenesis treatment projecy .
. Update on Orgenesis COVID treatment project
. Update on Orgenesis COVID vaccine project
. Update on Hemogenyx COVID severity study for and potential commercialisation test (Hemo would outsource if they idenfify useful test)
. Mouse supply deals for COVID testing. If mice are used for treatment discovery they would earn royalty around 10%>12%)
. Sign deal with Global Co who they have been developing CDX, a treatment for Acute Myelogenous Leukemia and ALL. This treatment removes need for chemo. This would allow 60% of suffers to receive treatment who are too ill to undergo chemo
. Dutch government are assessing investing (£4m I recall) to fund Hu-PHEC development
. Update on CART AML internal mouse studies
. Johnson & Johnson Lupus update.

Longer term (1>2yrs)
. Update on Hu-PHEC AML and ALL program

Wild cards
. Mouse model and Hu-PHEC expanded to other blood and autoimmunity conditions and new pathogens

I think I've captured everything. Feel free to add on

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

Twitter account opened April 2020?

Anon are you not following the boarder market? COVID second fear wave oncoming. Sadly we set new record for COVID cases yesterday as we seem to do each passing day.

I'm expecting money to flow back into market. Hopefully Hemo have some COVID involvement, even if its just the supply of mice for testing. Orgenesis have rubber stamped the mice so we know they work, I'm expecting the deal to start rolling in.

Some people have mentioned the COVID test. Hemo were looking at developing a test to determine severity of infection.
From reading Docs tweets I think they are planning checking for CART cells which appear to fight off the virus at the early stage, with low CART cell levels being linked to sever cases.

" Hemogenyx has initiated a pilot study to understand why some individuals who are infected with SARS-CoV-2 are asymptomatic, some exhibit mild symptoms and some become very sick. Such understanding could prove essential for both the development of new treatments for COVID-19 and managing the current risk of infection. Should the study prove to be successful, Hemogenyx will aim to develop and commercialize a test that could identify people with potentially high/low risk of severe illness caused by the virus"

We really could do with a general COVID update. It seems like it's coming. I'll be holding on regardless for the primary candidates CDX and Hu-PHEC

Nice find gggg21. Though you could do with taking a driving eye test lol, Primerdesign kits in photo.
600 tests though!!! WTF, £3k hardly putting hands in their pockets

I've given up on hoping for answers. I'm going for the nudge approach lol

Hope so Dr Sandler, would be great to see your antibodies and CAR-T cells in the fight. Good luck in your developments and hopefully we hear news on a few deals for Hemos Hero Humanised Mice ?????????