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Mr India.....tweets of this kind are not advisable....Funding news is overdue.....There was a comment last night stating our Ceo micro manages....Well if he finds it stressful now.....how is he going to cope with clinical trails.....I believe on the back of his comments last night.....hes looking to sell part of the business....Reg
.....Ceo .X comments last night....suggests holding position.....news pending.....Closing his X account.....inecate charge of role he could be moving on....Key member of staff leaving Feb .....could be window dressing....before sale of part of the business....Reg
Moor.....Ceo is saying I have Won by achieving FDA clinical approval.....and he finds the responsabilty too much....IMO looks like hes inviting someone else to run Hemo.....In other words we are on the block....Reg
......You can read from that comment.....development will be going ahead....but with whom is the question......Im sure Hemo/Prevail were ready to proceed with funding immediately.....God knows Hemo have had ample time to do this....So begs the question.....has someone else been laying in the wings.....waiting for Hemos FDA clinical approval....before making its approach.....BIg Pharma.....knows it would take years to develop Hemos expertise in CAR T cell technology.....Time they dont have.....Therefore buying the IP is their only recourse.....Reg
December 26/2023 AZ acquired Chinese Gracell for $1.2b.....CAR T cell clinical stage cell therapy platform.....treating Myloma and Autoimmune disease.....to add to its growing pipeline of novel clinical stage Fast Car treatments.....Reg
Gordon.....I am a perception investor......This how I read the situation as it stands......Execution....finance and delivery of CAR T program are paramount to Hemo.....Big Pharma want access to IP and marketing rights in CAR T space.....FDA Clinical approval.....gives the green light to this investment.....Think about what an AZ investment would do for Hemos sp and credibility....Reg
Dog.....no not quite..... AZ and Hemo have both targeted the Chinese market.....Think of Oncology and marketing rights.....and which of the big have pharmas has a biggest presence in China.....AZ comes to mind....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
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