Member Info for rbr08

Says who?

Https://www.fiercebiotech.com/biotech/gilead-inks-5b-tubulis-buyout-bolster-oncology-adc-pipeline

How much advancement could have potentially been made with CDX and CBR over these past few months? Is it that CDX could be something we need to go into some form of trials soon, to tag onto HGCT1?

Yes there is 1,029,603,992 shares on issue at the moment. So anyone can do the maths and see that the 85p (equiv Mcap £875m) is a very dated valuation.

Yes, I agree that two big shareholders willing to invest a few more millions directly, speaks somewhat to the potential here. Given the size of the market for both MTRNR1 and CYP2C19 I would say £875m Mcap is a stretch 🙃

@Amers, your projected outcomes, places the company with a market cap of £100m-200m. If/when there are further raises this market cap will be achieved at reduced share prices with more shares on issue...

Just a comment on why talking in share price is limiting.

Amers, be careful with analyst forecasts. You can't take the share price forecast/target without acknowledging the number of shares on issue when this was made. 86p is not a realistic number at all - equating to a MCAP of £800m+ with +1billion shares on issue.

Kite puts $1.6B on the line to pair up with China's Pregene for another in vivo CAR-T deal

https://www.fiercebiotech.com/biotech/kite-puts-16b-line-pair-chinas-pregene-another-vivo-car-t-deal

@Baznick, with sales of £10m per year, in this sector I believe at best we can do is x4-5 for the market cap. Does anyone else have any input on this?

I dont understand why they say they can't comment on whether Budd and Cheek are still being paid.

Haywain, thanks again for your knowledgeable insight. Without the intention of creating a running dialogue on plausible valuations:

1) Assuming the continued successful outcome for the full 3 adults and TBD x pediatric candidates in phase 1, what can be a respectable valuation for HEMO considering the HG-CT-01 and CDX (excluding CBR).

2) What would be the increase if we then went on to have successful Phase 2 trials?

Has anyone out the question to genedrive directly or via Walbrook, regarding Fava? If so what was their response?

I would be interesting to hear from well versed individuals on valuations for Hemo:

1) After a successful Phase 1 trial for both adults and pediatrics

2) After a successful Phase 2 trial for both adults and pediatrics.

Given that HEMO also have other products (while still to be trialled successfully eg. CBR) their current strengths with humanised mice and the unique vectoring production technique for CAR-T, dos this have scope to give HEMO a valuation similar to Kite and Juno (when they were bought out)?

Im sorry to hear about your husband's stroke. I hope he is recovering well and looking towards the future ahead (rather than the past). Rgds

@JHFH: does a JV or licensing deal take HEMO off the market (stock market) or is this more of an injection of institutional funds?

Https://genedrive.com/

Who are these 4 employees that have left in last 8 weeks?

Https://www.youtube.com/watch?v=MrfHKoBtmPM&ab_channel=ProactiveInvestors

What announcement is this? Where can I find reference to this info/insight?

Inspiration Healthcare are no longer UK distributor. UK sales are dealt directly via the GDR commercial team.

Ian Gilham announced as new Non- executive director at Novacyt.................