The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
.......whats annoying me here is.....drift.....Ceo is not controlling the narrative.....This is a brilliant story.....but sentiment is draining away.....allowing hostile entities to take control.....This must stop.....Reg
......What investors need to know ..... you have paid professional shorters......and paid company continuity insiders on these forums......They are as bad as each other.....Appearing to know every angle.....have reams and reams of Data at their disposal.....Which in reality..... takes teams of minions who share the same toilet..... in the square mile to collate......If a poster sounds like Reuters.....its probably one of them.....What I want from Hemo is funding sorted ASAP.....So we can motor.....Reg
Aptar Pharma.....Website....Several key decisions to be made in rapid development of Covid 19 vaccines treatments.....including where to target drug delivery.....nasal or respiratory eg.....Nasal delivery targeting Ace2 receptors located in nose/nasopharynx and lungs.....Conclusion sounds familiar to delivery route Hemo may adopt.....ditto GSK Reg
......Aptar Pharma lateral control microdroplet nasal technology.....is being used in GSK/Haleon new Octrivin OTC.....Conclusion GSK/Haleon look switched on in the nasal delivery area.....Reg
......from a positive point of view......the appearance of hired professional Shorters..... suggest we may have interest from one or more Industry third parties......Likely contenders.....GSK, Flag/Thermo Fisher, Sanofi......and of course Prevail.....Competition for Hemos hand will drive sp higher.....Postive Reg
......Shorters are a sure sign.....company is in talks.....These people are employed by either insiders.....or companies interested in target.....There prime objective.....is to lower the price of the target.....or arbitrage price volatility.....These people know when negotiations start and finish.....so can open or close positions without any risk losing their capital.....This practice....is unfair and corrupt.....depriving companies and ordinary investors....of the true value of there investments.....Reg
Davieb.......yes sp level is surprising.....We need the funding....annoyed funding is taking the time its taking.....Short or long its the uncertainty thats holding this share back.....I still have a gut feeling theres a third party sniffing.....lol Reg
MO.....theres a little smoke from GSK.....sub scale in Oncology.....but vaccines hell yes.....Selling down Haleon in Jan.....raised $1.2B.....Whats the War chest for......Another one to watch.....Flag/Thermo Fisher......with Moderma connections.....I believe mkt cap of Hemo could be north of £500m come April.....lol Reg
GSK....16th Jan. 2024.....raised $1.24B from discounted sale of shares in Consumer OTC Haleon.....I wonder how GSK Ceo Emma Warmsley will spend this.....Bolstering Oncology and cutting edge nasal delivery for its vaccines..... Rg
My view.....funding for CAR T trials with University of Penssylvania is in place if Hemo wish to take it..... Prevail Hemo have had months to finalise this investment on FDA approval.....So what is holding things up.....Maybe someone else is prepared to pay a lot more than 6 per share premium Prevail have historically offered.....or wants more equity in Hemos CAR T cell program....or indeed Hemo itself.....eg big Pharma offering 15 plus per share at this stage is not out of the question..... on early stage milestones.....Certain big Pharma players are playing catch up in the Holy Grail Oncology CAR T.....and prepared to pay hefty premium for the IP.....Conclusion....I believe Hemo are in play.....thats why the Ceo has put all his Aces....in the shop window.....Reg