Member Info for Quickdraw18

I think you are being wildly optimistic. Hemo don't have enough resources to work on their cancer targets never mind a wild . Plenty of companies are rushing to work on virus, including several that have experience developing treatments for prior corona viruses such as SARS.

For info Novacyt are working on a new 2 hour test for COVID-19. Is a wild ride, I've not invested. Looks like a classic bubble stock, but could be something.
I'm also looking at these 3 small cap stocks who are working on vaccine.

Just bought 200,000 1.9p. Come on RNS

Made my 4th buy today, holding £11k. Make the deal the next RNS please ??

Any thoughts?

#WestNileVirus (WNV) can cause #meningitis and #encephalitis and either kill or cause irreparable neurological damage to the infected people. Since 1999 when the first case of WNV was reported in the US, there is still no vaccine or any effective treatment for humans.

"#Immugenyx is working on creating the first treatment for people infected with WNV aiming to save their lives and prevent the spread of infection. #human #antibodies"

Why is this looking less likely?

While doing my patent/trails search I found a few CAR-T phase 1 and 2a trails. That Dr Sandler is tweeting about the failure of CAR-T development can only be good news. Seems like the main issue with CAR-T is cost of personalizing treatment for patient. Am not sure what the cost will be for extracting and growing white stem sells, assume significantly lower that creating individual CAR-T

CAR-T is not unconnected with Hemo as CAR-T treatments could compete with Hemos product's. Hence I assume Dr Sandler laughing about pulling of CAR-T funding. I assume the crying relates to Hemos £11m cap and Gilead taking $820m hit. Sure is good news for Hemo investor's

Anyone clock Dr Sandlers CAR-T tweet? Should we laugh or cry?! Gilead takes an $820M hit after axing a Kite CAR-T. Are billions more going to be incinerated? https://t.co/LSYmmwjla7 Good news for Hemo, cold water on CAR-T Lilly eyes more cancer deals, but wary of CAR-T, gene therapy

Any thoughts on revenue we can expect the receive from the mice over next 2>3 yrs? Based on 1st deal being worth up to $250k for 6 months. I'll value each deal at $500k per annum with 4 agreements in the bag currently. Seems feasible Hemo could be making $5m>$10m a year or two. Plus if successful i expect contact values to increase. PS making first buy of thousand £ on Friday. Aiming to time extension of first mouse deal, which believe will validate CDX internal testing. Would also be good to get in before the manufacturing ramp up and hopeful commencement of phase 1 testing.

Am I alone in thinking Hemo should have received more than $1m loan agreements for licencing of Hu-PHEC? Also I would have expected stage payments within agreement. That said, I trust Professor Sir Marc Feldmann's track record in commercialising Hemos portfolio

Sorry meant to say 6 months cash excluding any additional revenue received from collaborations

Not had time to digest or post much here. Happy reading. My main take is that the update on humanised mice trial which I was excepting 1st in sep and then october, sounds like it will be later in october. On the cash front seems they have 6months of bucks left in piggy bank, including any additional revenue received

Up 15%, any clues? Am looking for my buy in, also waiting on quarterly report.

When can we expect the Q2 report?

I was at the presentation (on crutches looking cool at the back with my shades on as I forgot my glasses, with my hipster mate). Been a few weeks so my memory is hazy appoligies, plus I was only in London to watch Jack White and got ****ed up straight after lol.

My first post here, been following Hemo since May, have a very, very small stake. I have been aiming to time my entry point for second extension of mice deal. I was expecting this to run out July>Aug but is now running until Oct. Should this deal get extended it will validate their CDX work and I am expecting a significant jump when this happens.

One my prime motivations for attending was to get a sense of Dr Vladislav Sandler as my early impression of Hemogegyx's social media interactions (posting about job vacancies on twitter but not on Likledin for example) and interviews on Stock Tube is that they are a little "pumpy" and the Stock Tube don't ring with authenticity. Also the share value seems undervalued if they are the rel deal.
In the flesh I was impressed with Dr Sandler, he spoke with confidence and was authentic, was realistic with his commentary and projections and not at all pumpy. I was hoping for a larger turn out, there were about 12-15 attendees.

The 1st mouse arrangement has generated £370k and will be extenbded until October, I'm not clear if the £370k is already received or if it's a forecast till Oct . No hint on if this deal be expended long term extension. There are also possibilities he could not comment on. Gave a conservative estimate of £2m > £4m revenue generation from mice, no time frame on this.

Their human mice stem cells are 70%>80% humanized.

Due to revenue generated by mice budget will last 50% longer.

Testing CDX on the mice will allow them to progress straight to monkey trials.

I lost track on when phase 1 trials were starting, I believe they still on track for 9>12 months after IPO as previously announced, however I was unclear if he was stating a further 9>12 months (please don't read anything into this, probably my misinterpretation).

Listed their main competition as:
http://www.oxfordbiomedica.co.uk/
https://www.novartis.com/our-company/novartis-oncology
CART

Dr Sandler is presenting at Oxford in August.

One question I wish I asked is f they expect their development agreements to generate stage payments. I'm new to bio tec but have read that investors should be weary of if not so. I assume as big pharama sign up many drugs and stall development work while they develop their own pet projects. I'll be keeping a close eye on this.

I'll see if I can recall anything else and post up

Rob