Member Info for regvarny

.....why AZ.....China connection.....Reg

But but but Doogy.....Wuf wuf.....Going clinical.....means Hemo pending investment can now proceed......Look at Biontech/Autolus CAR T program strategic alliance spoiler announcement.....made day prior to Hemo FDA approval on Friday.....Autolus will receive $200m investment from Biontech....in return Biontech gain access to Autolus manufacturing capabilities....and co commercialization rights to new product launches.....Our Ceo was quiet for a reason on Friday....we will learn why later.....Conclusion....Autolus deal show the direction of travel.....AZ in the frame....Reg

The Biontech/Autolus deal tells me.....Big Pharma is very is interested in Car T cell technology.....and will pay a hefty premium to access it.....Reg

Orhyblue....Biontech have paid a premium..... deal value £250m......to access Autolus Car T cell technology and marketing rights.....in exchange for new shares.....Hemo.....will be looking to do similar.....IMO this is not about dilution.....its about bigger players first to market/execution .....in the Oncology space.....Reg

Thoughts......on further research tonight about recent Car T Cel oncology.....tie ups....AZ is a more probable Hemo partner than GSK.....Its also possible GSK could revisit Car T Cel therapy in future......IMO the timing of Biontech/Autolus deal announcement.....with Hemos own FDA approval.....is no coincidence.....Therefore..... one could assume Biontech have been in talks with both Hemo and Autolus simultaneously.....about funding.....Biontech have chosen to do a deal with Autolus.....Is this defensive.....and where does this leave Hemo partnership.....Conclusion.....AZ deal?.....Speculation.....Reg

Chris.....Thoughts......its plausible .....Hemo releasing FDA news on Friday.....has given Directors the chance to load up for Mondays JV.....Food for thought.....Reg

JHF.....very interesting development.....in parallel with Hemo own plans.....Value Biontech places on Hemos British rival technology is high.....Borrows the question.....have Biontech been playing Hemo and Autolus at the same time.....Could Hemo spurned Biontechs advances.....in favour of GSK eg.....Speculation.....I know.....Its good to flesh out every scenario.....Reg

Chris great post.....your perception.... has hit the nail square on the head regarding funding.....Good move by Hemo.....Let the day traders sell on the news.....reserving the Fanfare for long term holders next week....Brilliant....Funding can also involve an injection of cash at a premium.....Ceo has had plenty of time to line a deal up.....and have plenty to say about FDA approval.....Bring it on....GLA Reg

......this is going to rerate.....Reg

......10% dilution.....I will take that.....Ends funding question mark.....Helium On can now negotiate JV/farm in from a position of strength.....My price target by end February.....10p.....This asset is huge.....Bullish Reg

Herbie.....you ride again.....Beatle Reg

.......we are talking to a number of suiters......Farm in JV.....with one.....will leave the jilted no option but to buy Helium one outright......Helium One have weeks.....So load up while you can.....Air liquide.....Total.....counter from EXXON.....Reg

.......Im seeing smoke now.....Flushed the buggers out.....Reg

.......Arr.....let me look into my crystal ball.....I see two state actors.....National champions.....joining forces for Helium Ones hand.....Proxys.....will be telling.....Mystic Reg

......the mkt cap is less than half what it a year ago with no discovery......Lorna said we have world class Helium find.....Conclusion if price remains at these levels....Its highly probable Air Liquid will pounce......France has the Arianne rocket program.....Its my view they will be first movers on Helium One....Over to Mystic Reg

.....agree 4 close.....Reg

......World class Helium finds.....ow cost Blue Hydrogen.....JV.....very near.....Fantastic interview.....Reg

......oh so quiet......IMO deal brewing.....Maybe waiting for those independent sample test results.....Reg

......I believed and did not sell out last week.....Our Ceo Geologist has learnt valuable lessons from first well .....and after the commercial results from second well.....is highly likely to repeat this result in subsequent wells.....£2b business in the making.....Reg

.......The drill hole has reached the basement rock.....which is metamorphic......The well intersects four Helium/Hydrogen traps.....Plus a very long fault line (one of the largest in area)......underneath the basement rock.....There is lots of tetonic activity.....which is probably reacting with the water from the adjacent lake.....to produce the Hydrogen by way of serpentinization.....which is a reaction with rock formed from magna and water.....You have to have igneous rock (formed from magna).....for serpentinization (the production of Hydrogen to happen.....This looks a copper bottomed winner to me.....Bull eye....Reg