Please click on the RNS button.
Read a few of the RNS' regarding CBR and CAR-T , as you should now what you are about to invest in.
In my view, it all look promising, but that does not mean it is without risk or that we will multibag the share price quickly.
The company's history prove differently.
But this is is a perfect time and price to enter at, in my view.
@Investor6
The way I read is as follows.
At this stage 30% is a success.
So pretty much 1 out of 3.
So if Hemogenyx get the desired results with just 1 out of the planned 3, then it is deemed a success.
If (hopefully WHEN) we get those positive results, I would expect that Hemogenyx can access those non dilutive funds they are talking about.
Or that a big pharma is interested in a JV that is also beneficial to us.
That's my take on the interview.
Https://www.bbc.co.uk/news/health-68726703
A 5 year study to search for proteins in the brain.
If they find out which proteins are responsible and can make an accurate test, then there might be a good chance that Hemogenyx can deliver a cure.
(3) CBR-armed microglial cells may provide long-term protection of the brain against cancer or protein aggregations because microglial cells live for a long time;
https://www.lse.co.uk/rns/HEMO/cbr-brain-delivery-ds6pmp9e78iqu9e.html
@Saint68
That is not a bad scenario.
It is my understanding that it is a scenario that Mr Sandler has toyed with himself and that probably most people on this forum would like.
And I wouldn't mind it either.
But nor would I mind keeping it for ourselves and becoming cash-generative.
Especially if terms and conditions or offers from major pharmaceutical companies are dreadful.
And at this stage, either there haven't been any offers or they have been dreadful.
Otherwise I would have expected a deal to have been signed by now, unless of course Mr Sandler and the BOD for some time have been contemplating to keep it for themselves when they arranged with Janus that they could move penalty-free to bigger premises.
And wasn't there also something about a countrywide distributor at one point.
I do not have the energy to check at this time in the evening, but that is what I recall.
Could that be about being able to get the product out in every corner of the US?
Whatever decision is made, I hope that it will benefit the share price and thereby patients, because we will need to raise more money in the future (especially if we do not generate them ourselves)
@Saint68
No.
I agree, there is no chance that there will a line of people queuing on the sidewalk outside Hemogenyx's headquater.
I think more along the lines that samples are taken from Patients by their local oncologist/doctor and sent to Hemogenyx, who then make the changes needed and grow them in numbers.
Finished product is then shipped back to the local Oncologist/Doctor who assist the patient with the treatment.
HEMO CAR-T is not a mass manufactured medication, capable to be produced in a factory.
It will be produced in the lab.
It will be for the first Pt who enters the trial.
It will also be that case for the first patient after the treatment has been approved.
Which is what we all want (I hope)
@Hemotruth
With so much space, more reason to hope that Hemogenyx will go it alone, if some sort of dispensation is given by the FDA.
With 10.000sq ft, I am confident that there is enough space to treat/deal with 10 patients a day.
But what if we get 30 or 100, 1-2 years from now.
Then surely we would need more space.
But by then the share price would also have reacted dramatically.
(I hope)
Lack of news???????
There has been no lack of news.
We have gotten plenty over the last 2 months.
Good news on CBR.
But most importantly, we know we are funded to progress further with trials of HEMO CAR-T.
Most importantly, we know that we are funded far enough to find out if HEMO CAR-T is a failure or not.
Because if it is a failure, and the first Pt or 2 turns into the elephant man, we will know soon enough.
What is missing, is risk takers at this stage.
Obviously, there are not enough risk-takers out there, willing to take a gamble on this company at this stage.
And who can blame them.
It is risky.
Because if HEMO CAR-T does not work, the share price ought to take a nose dive.
On the other hand, if it works then the share price ought to rise significantly, on those news alone.
If there is news about a JV or other collaboration either before or after positive news that also ought to have a positive effect on the share price.
But I have been saying the same about going clinical and getting funding in place.
And it didn't act as expected.
So quite frankly, I am not even sure if a JV and further funding will make a change either.
So some place I just hope that the treatment works, the FDA accelerates its use under some emergency rule if it is content it brings an improved life expectancy to otherwise dying patients.
And then I would be fine with Hemogenyx running their show themselves and generate cash.
At that point, the market can no longer ignore the company.
And if it does, well then at least it will be easier to obtain a loan to progress further work on CBR.
However that is unlikely to be needed, Mr Sandler and team has shown how they can work on a shoestring.
And if HEMO CAR-T saves lives, the cash generation is not exactly going to be in the shoestring category.
And they have an agreement with JANUS, the landlord that they can move to bigger premises penalty-free.
There is so much to look forward to if you have a high risk tolerance, and patience and want to be on a potential fantastic scientific journey.
For those who do not have the above, I pity them as they have invested in this company at the wrong stage.
@dhub
I hope you're only referring to accepting 1 Billion for HEMO CAR-T.
If it was a 1 Billion offer for Hemogenyx including CBR and CDX then I hope Mr Sandler, the BOD and the vast majority of us shareholders would give a RESOUNDING no.
If, CBR works, when we get around to test it on human beings, it will be such such a game changer.
I live in the hope that it will work. All the RNS' released til today's date makes me believe that it will.
Not least because I expect that the humanized mice, developed by Hemogenyx, will have been used.
So I want to be on this decade long journey, I want to be part of it.
Having said all of that though, if we were offered 10 pounds a share before summer, I might skip all my principles and just say yes:-)
@Guiness25
If the next raise is not at least 5 pence, then there is no room for SCHADENFREUDE.
It was acknowledged that I could be wrong, so therefore if the next raise is below 5 pence there won't be any SCHEDENFREUDE or grin from ear to ear.
Which in big part is what the post was about.
We still need funding to progress our products all the way to the finish line.
I doubt that can be done by issuing shares below 5 pence.
But on the other hand, if Mr Sandler and the team can pull that stunt off, then it is a truly AMAZING feat, even if they will have to do so 10 times over 5 years.
But I hope it can be done faster than that.
And if that is going to happen, then more money has to be raised at higher prices to accomplish the objective in a shorter time.
And time is important for Patients.
And investors as well.
@ Haywain.
Schadenfreude is in a league of its own.
Generally not something to aspire for, but I too, would be having a grin from ear to ear in this case, as I would find it fully legitimate to have schadenfreude, especially as no one is getting hurt, they are just caught out and we are imagining them falling head over heals to buy at the proposed price.
And as we are talking about price.
In November 2023 after money was raised, there were 1,175,565,988 shares in issue.
Hemogenyx is allowed to issue 20% a year without a prospectus as I understand it.
That means around 235 million shares can be issued until the next AGM.
A little more than 166 million shares were issued on 29-2-2024 and raised some 3.3 million pounds.
That allows Hemogenyx to sell around an additional 69 million shares without creating a prospectus.
@5 pence that would be an additional 3.45 million pounds in the coffer.
@10 pence that would be an additional 6.9 million pounds in the coffer.
@15 pence that would be an additional 10.35 million pounds in the coffer.
@20 pence that would be an additional 13.8 million pounds in the coffer.
I am starting with 5 pence because I don't expect it to be lower than that (but then I didn't expect the share price to be as low as it is today either, so clearly I got form for getting it wrong:-)
I don't think it will be possible to raise at 20 pence either, but a guy is allowed to dream right:-)
What I have taken from this whole debacle, is that a company got to raise money when they can.
Not when they need to.
But when they can.
So, I am okay with a prospectus being issued either before or after having used up the 69 million shares or so left.
As long as the price is right.
I think it would be good to make a sounding as you suggested before the inking of a JV of some sort, that gives us cash in hand.
And then be willing to walk away if the market is not willing to pay a decent price.
And we can do that with a grin on our face, from ear to ear, and send a clear signal, yes we would like more money, but on our terms.
And it would in my book be the purest form of schadenfreude that can be achieved as no one gets hurt or loses more than an opportunity.
Anyone who buys these days are getting a serving on a silver plate in my humble opinion as there has never been a better time to buy then now.
Hemogenyx have permission from the FDA to start clinical trials with their HEMO CAR-T product.
Hemogenyx have funding to progress to trials.
And their pipeline does not stop there.
Of particularly noticeable value are their CBR platform, which in theory might work against most or maybe all known viruses and certain kinds of cancers.
Tweeks are likely to be needed to address the various forms.
So far it has been proven that CBR can in some instances be delivered as a spray and works on small animals.
CDX, a potential supplement/replacement for chemo in some instances and there is ongoing negotiations regarding this product to the best of my understanding.
So Hemogenyx is not just a one trick pony.
At this price level it is an absolute steel for anyone with a high risk profile and I would argue even for those with a low risk profile if they invest accordingly.
@PeterBuc
So true, so true.
Today did feel like a kick in the teeth.
But, I blame no other then the market and how the market works and can be misused.
We are now funded.
We can now move into clinical trials.
And if I remember correctly then Prevail Partners would first stump up some cash when we did likewise.
But I could remember wrong.
However, if I don't, then further funding might soon be announced in regard to CAR-T.
It is noteworthy that CBR was not mentioned in today's RNS.
In the future, I expect more more funding news to come in regard to this hopefully fantastic invention, which is 100% owned by Hemogenyx.
@Bline59
I think you are wrong.
We have not gone 3 years back.
Share price wise you might be correct, I haven't checked what it was 3 years ago, but it is definitely not where we ought to be.
So from that point of view, I agree with you.
However, Hemogenyx has improved so much over the past 3 years, we are much more advanced and in s totally envious position with regard to the science and how it has proven to be effective with the trials undertaken by today's date.
Today it has even been announced that we now have the funding needed to progress our HEMO CAR+T candidate.
But I agree the funding has not been obtained in the way or on terms most of us had hoped .
But that just shows how difficult the market is.
I fully believe that had a better offer (IE less dilution and no restrictive covenants) been on the table from a major pharma, the BOD would have accepted it.
But I have to assume that going to the market, even though it was manipulated, as stated in the RNS was the best option for Hemogenyx and thereby us shareholders.
That just goes to show how detrimental any potential offer from s major must have been at this stage, if there was one in the first place.
That is all assumption on our part.
Not exactly a once in a lifetime opportunity, but how often does an opportunity like what HEMOGENYX has to offer present itself to us private investors or big pharma for that matter.
I'd argue not very often.
I therefore see poetic beauty in a RNSs tomorrow on the 29th of February.
Also, something that does not happen that often.
Ideally an RNS tomorrow would deliver manna from heaven (or a big pharmaceutical company)
But I'd happily settle for anything that provide certainty about the way forward.
Even a discounted placing, if there was nothing of interest on the table, due to terms and conditions.
Either way if something special is delivered on tomorrow's special day, then that has been achieved in the same calendar month as Hemogenyx became clinical, or at least the hold was lifted.
I hope for something special on a very special day.
All LTHs
We have had fantastic communication from Hemogenyx.
Look at the recent RNS's.
To me it looks like you want information that is probably prohibited to give.
I assume telling the market they are in negotiationsis a no go area at this very point in time
Even if it isn't, then if negotiations does not materialize it leaves a bad taste in the mouth and the company looking bad.
I say, enjoy the silence.
All Laths should have an idea about what is happening, we all know we need funds to take our candidates further.
@mjng
Just to play the devil's advocate for a moment.
Although I agree that if we get a good funding on good terms then the share price should rise, as it simply ought to behave that way.
But, then I have thought and stated the same in regard to the following issues.
- becoming clinical
- positive CBR news
And both has happened.
But there has not been the desired permanent price rise that I had hoped for.
The truth is that there won't be s sustained price rise until there is substantial more buys at ever higher prices then what is being sold.
Or maybe even worse, maybe in the worst of worst case scenarios there would not be any share price rise at all, and the only possible way to get paid more for our shares would be to accept a buy out offer at a higher price.
Theoretically, it might be possible.
Realistically, I doubt it very much though.
It's just that the market has not yet discovered Hemogenyx's potential and/or are not willing to take their chances currently.
I am sure that will change.
I HOPE it will change.
As I said in the beginning, just playing devil's advocate.
Full disclosure, I had expected an RNS spelling out how we were going to be funded in regard to HEMO CAR-T a long time ago.
In fact, I thought it highly likely that it would be announced later on that very same day it was announced the clinical hold was lifted, 2 weeks ago.
That did not happen, but I am not worried in the slightest bit that no funding won't be forthcoming.
I assume that it is taking time, because one or more decent offers of funding has been presented to HEMOGENYX recently.
It would be in any majors interest to get on Hemogenyx's good side and get a foot through the door.
It would be a smart move to be generous with support in regard to HEMO CAR-T and CDX in the hope to get a slice of the CBR pie later on.
Exactly Ntl101.
Being multi mineral focused could potentially have some serious benefits.
If gold is down, not favoured by the market, then hopefully one of the other minerals are more in focus.
If all your various mineral deposits and mines are located in the Patterson region it might be easy to move people around to where it is more profitable to mine at any given time.
And there are a couple of interessant undervalued opportunities in the Patterson region, if you ask me.
With the BOD that we have in place, I would like to see a buying or merger spree.
As long as it is done with a measured risk ratio.
Not doing so, would in my view constitute a waste of a fantastic BOD.
Allow I like a lot of what is said in the 2 first posts, I would like to offer a counter argument.
If there is a chance to buy another company, who has found a great deposit of something interesting, and it is hugely undervalued, then it makes sense to buy it.
Especially if it is not gold, as Greatland is starting to embrace other minerals as well.
As Havieron us being managed by Newmont, there is not much Greatland and the BOD can do.
So, it makes perfect sense to me that there is a focus on drilling elsewhere and hopefully find something, especially because it does take a long time to establish a working mine.