Member Info for SocialistB

Schadenfreude.

I haven't heard if a placing was going to take place, but then again I wouldn't be clued into such information either.

It would have made sense based in the RNS' that stated equity together with non dilutive funds etc would be needed.

If a placing had been planned and If there are people out there, who had speculated to that effect and have shorted the company, then it would give me an immense schadenfreude if the placing is cancelled and the share price shoots up.

Best of all, would be if it was a tactical manoeuvre by the BOD, to either figure out who can be trusted or just to get back at shorters.

But, I'm afraid that funding is still somtehing that we need to get sorted, one way or the other.

An explanation tomorrow or next week would be most welcome.

@pwil3150

Qestion: Is it a hope / desire of yours that a placing is cog at this low level?

I can tell you that it is not a desire of mine to raise a small sum at a discount to today's share price.

But if that is what have to be done to tie us over until we get the results needed to get worthy offers of any kind on the table, then so be it.

I'd be totally down for it and take the haircut share price wise and not sell a bean with that as the reason.

We got something that works, at least on the lab.

With a bit of luck, it could save a lot of people.

Question is, how long it takes before we get some funding by a government to accelerate the research.

https://www.thesun.co.uk/health/30749329/marburg-ebola-pandemic-fears-eye-bleeding/amp/

We might get news sooner rather then later.

1. Would it be a legal obligation to inform the market that a candidate has been found and blood drawn?

2. Would it be a legal obligation to inform the market that a Patient has been injected with HEMO CAR-T and we are waiting for the results?

3. Would it be a legal obligation to inform the market that a Patient has been injected with HEMO CAR-T and the outcome is either positive, inconclusive or negative?

I am unsure that option 1 and 2 are a legal requirement.

However, I am sure option 3 would be considered so price sensitive that it demands a RNS.

Imminent, means soon in my book, like in now.

With all of this in mind, what are the chances that a PT has already been injected and we will get an outcome next week?

@Dip666

Great post.

I'd just like to add that not just have we gotten some extra fantastic toppings in the form of Telfer and tenements back that we gave up for peanuts a while back (or because our arm was twisted by Newcrest)

Our cake at Havieron has become more then 3 X as big, when going from a 30 percent ownership to 100 percent.

I acknowledge the pain that say someone who previously owned 1 percent of GGP are now probably only owning a little more then 1/3 of a percentage.

But that 1/3 of a percentage is now of a much bigger cake with all the extra toppings.

It's no longer 1 percent of a 30 percent stake in Havieron, and as you said there is now a clear pathway and income down the road from Telfer.

What a deal, what a time to invest.

To any new folks checking out this board.

Haywin, wrote a fantastic piece yesterday and I think it deserves a thread we're it does not drown in predictions and hopes about the share price.

This company has come a long way.

Read the RNS', but in case you're short of time, please allow me to highlight my little darling.

In my view the best among the awesome candidates Mr Sandler and team have created.

CBR.

Potentially a cure to most if not all viruses.

Please add more info about the awesome products in development.

Now over to Haywin:

@22.33 o'clock on 12 September 2024, Haywin wrote:

"I agree 3p is insulting- I am as convinced as I can be on CAR-T, CDX and CBR from a mechanistic point of view. If any one of these comes to fruition then the value is many many multiples of 3p. If a co-development partnership or licencing deal is struck even at this stage : it is many multiples of 3p IMO. Of course none of this might happen but MD Anderson were impressed enough with the pre-clinical data to seek Hemo out to initiate a study in AML which validates the science at least for the CAR-T up to this stage - CDX is based on the same science and uses the same FLT3 epitopes and binding domains along with a CD3 binding arm to bind T-cells to enable them to directly attack the and kill the malignant cells. The beauty of CDX is that it can be made in industrial quantities rather than being tailored to a specific patient. I personally think big pharma will be very interested in the clinical data coming out of the CAR-T study and it should add value to the CDX program as well. I don't know where to start to put a value on CBR as a platform if the pre-clinical data is good (Virus X and Brain Cancer/ + potentially many other forms of cancer) . The science is fantastic and the right people are starting to notice."

@Doverman.

Should we be worried about. take over bid in the future?

Sure, but I think it is years away.

How likey is it institutions want to sell an investment that might give a 20 percent ROI on a yearly basis?

For decades to come.

That is what dreams are made off.

I hope GGP will be paying 1pence a share in dividend in 5 years time. (After consolidation, multiply it with X)

That is roughly 20 percent ROI on today's price.

If I had funds, I'd be loading up at these levels.

And put the shares at the bottom drawer and just enjoy the dividends for decades to come.

@BeardedDragon

Great read.

Thanks for sharing and uploading that link.

I think the following couple of sentences are worth paying special attention too:

"we still haven’t learned the big lesson of Covid: a disease anywhere can be a threat everywhere. We can’t protect our own populations without working better with others. "

"If we had been buying vaccines earlier for countries with mpox, manufacturers might have tooled up to make more. As it is, the only big manufacturer, Bavarian-Nordic in Denmark, will be busy replacing the 5m stockpile doses the US used in 2022 until the end of the year. It can make only 10m by the end of 2025."

The biggest mpox vaccine manufacturer in the world can as it stands accordingly to the information in this article, currently only manufacture 10 million doses over the next 15-16 months or so.

I am afraid that if this kicks of like COVID did a few years ago, those 10 million doses is likely to have about as much effect as a snow cone in hell.

The article goes on to say the following:

"There is hope. BioNtech, the German firm that pioneered mRNA vaccines for Covid, has a promising one for mpox that could be faster and cheaper to make than the current vaccine. It is also building a vaccine plant in Rwanda. But its vaccine hasn’t yet cleared large-scale human trials."

For me this is where Hemogenyx comes in with their CBR technology, which might work against most viruses.

For arguments sake let's say that Hemogenyx can use their technology against mpox as quoted here about intranasal delivery from 14-2-2024

https://www.lse.co.uk/rns/HEMO/cbr-intranasal-delivery-ey6ohvg5ohi1jw1.html

"Once administered, nanoparticles were shown to successfully deliver mRNA into the immune cells of the URT and lungs. The immune cells in turn begin making CBR molecules within hours post-application, potentially becoming active "defenders" against airborne infections."

"Dr Vladislav Sandler, CEO & Co-Founder of Hemogenyx Pharmaceuticals, commented: "This major breakthrough in the method of delivery of our CBR demonstrates that it could potentially be used as an off-the-shelf prevention and/or treatment for viral infections. Intranasal delivery of CBR would be both cost-efficient and easy to administer, making it ideal for the protection of both the civilian population and in biodefense.""

If CBR is effective against mpox in the lab then we will need to see the following to benefit Hemogenyx

A fast track approach to validate the safety of the product, we know it can be done fast, we experienced that with the vaccines for Covid-19.

If BioNTech can get help to fast track their product, I would expect that we can get the same.

And fast tracking products are indeed needed.

Its potentially to costly not to do so, can we afford a similar situation to a few years ago?

@ Hulver and f1game

Hulver, thank you for your posts and reminding us this information is just slightly over 3 months old.

I particularly like:

"As disclosed in Note 2, the group has a high proportion of discretionary expenditure which it is able to defer, if sufficient funding is not available."

We all ought to know that to progress our candidates to fully fledged medical state is going to be expensive and that we do not have that amount of money at present.

So it is good to know that the expenses can be dialed down significantly.

It's also good to know that it's not Hemogenyx's plan to turn HEMO CAR-T into a fully fledged medical treatment:

"The group intends to progress its key development project to clinical trials together with the performance of other clinical programs."

The worrying bit is the following:

"Significant additional funds will be required in order to progress as planned, which are not yet agreed and unconditional."

But in my view, the BOD has proven their worth with their ability to raise money from the market when needed.

@ f1game, I think Hulver have proven that talks are happening.

But will an agreement be reached at this stage?

That is in my view the million dollar question.

If the BOD can reach a good deal, great.

If they can't, then please go back to the market to request more money, even if it is at a discount to today's price (for avoidance of doubt, a lower price is not on my wishlist)

to tie us over until we hopefully get the positive results that will benefit patients and by extension of that, us the shareholders.

@Hemotruth

CBR should never be sold, its the crown jewel in my view.

And it's way to early to licence any part of it, we would not get full value at this stage.

But, I agree, we will need funds at some point.

I hope we can strike a lucrative deal with a government agency for development against a specific virus.

Or get some non dilutive funds in some sort of capacity.

If we fail on those accounts, then I'm afraid it's back to the market to ask for more money to tie us over until we can inject the first Patient and hopefully get a positive result for all involved parties.

Personally, I'd rather raise more money at a lower price then today, then sell out or in any other way compromise one of our products.

According to the following article, Oropouche virus is in family with the Zika virus and Dengue fever.

https://www.msn.com/en-gb/health/other/unstoppable-sloth-borne-virus-detected-in-for-first-time-in-europe-after-two-die-in-brazil/ar-AA1oBEYa

From an announcement in January 2023, we know:

". The Company’s scientists have identified a target protein that can be incorporated into a single multipurpose CBR-based therapeutic capable of treating multiple viruses that belong to different viral families, instead of having to make a separate CBR construct for every virus. Among them are Dengue, Ebola, Marburg, Zika and Chikungunya. These viruses are among the most dangerous to humans, causing serious and often fatal diseases, and for which few effective treatment options exist."

https://hemogenyx.com/announcements/single-cbr-can-treat-multiple-viruses/

If the article is correct about the Oropouche virus being in family with the Zika and Dengue fever viruses, then it might be relatively simple for Hemogenyx to identify the target protein, if they haven't already done so.

CBR could potentially keep on giving.

@Hemotruth

I saw an article about the Monkeypox as well late last night and as I did not remember it being mentioned among the viruses we already know it works against like Ebola and Covid i did a quick google search on the words:

HEMOGENYX

MONKEYPOX

Nothing came up.

So at present, I believe it is safe to say that there is nothing in the public domain that proves that CBR is effective against Monkeypox.

But it should be investigated if CBR also works against Monkeypox or if that is one of the viruses that can outsmart the CBR technology.

I don't see why it should only be the U.S. government that is interested in funding this kind of research.

In my view, all government's should be interested in avoiding a new pandemic.

Let's hope there are many governments or other organisations that are now aware of what Hemogenyx and their CBR technology can potentially offer.

And let's hope they are willing to fund the research into Monkeypox and many other potentially pandemic candidates, because there is already a vaccine against Monkeypox, so we can't be sure money will come out way on that account.

@nemethv

Thank you for your thoughtful response.

I wouldn't go so far as to call you selfish negatively.

We both wish the share price to go up and make a profit.

I would have given all I had invested in Hemogenyx to Cancer Research UK if I hadn't.

I just don't see the need for a blame game, and I don't think we would be a 100 million company by now if we had a CEO with a doctorate in economics at the helm.

What would a CEO with a doctorate in economics have done differently?

Selling one of our assets cheaply is not my cup of tea.

Nor is a CEO who is talking up the share and it turns out to be hot air and not much more.

The market is tough at the moment, so I think the BOD has done well in raising cash.

They will need more cash, and if they do not manage to get it in a non-dilutive way, there is no other option than going to the market again.

At that time, I hope the share price has risen due to the start of clinical trials.

But there is no guarantee that that will happen.

I also thought the share price would rise when we became clinical.

Look where we are now. (down, if anyone is in doubt:-)

That is just the market at the moment. Especially if you're not in the hot air selling business.

(and I am glad that we aren't)

The price will rise when the market catches on. When will that be, and what will be the trigger event?

A good question, that is blowing in the wind.

@nemethv

Someone more competent?

In the science?

I doubt it possible.

Finance, don't you think he listens to the advise available to him from the various sources like the BOD and their advisers?

What is to say that a CEO with a doctorate would have acted all that differently.

Yes I agree, no two people would act the same, so there would be a difference, but can you be sure we would be in a better position?

Had a different way been chosen by either Mr Sandler or a different CEO and one of our projects had been sold for peanuts compared to what it is worth when has been proven up, I think we would still be in the same situation.

We would still be a research company with no income and not enough funds to pull off CBR which might cost in the 10's of millions if not hundred.

Another CEO, cannot offer much at this point in time in my view.

Just an extra expense and someone who would be sitting around twitting his thumbs as there is not really any tasks for them to do.

No, wait with a more experienced Business CEO untill we are actually selling or about to sell medicine.

Interesting article.

Highlights, maybe up to 50 percent death toll.

Likely to be droplet spread

5 mutations away from being able to infect humans

https://www.mirror.co.uk/news/us-news/ex-cdc-director-predicts-cause-33043407.amp

I'm sure Hemogenyx with their CBR technology and AI will be able to do something.

Written on way to work, no double checking of facts.

Read RNS and article and make your own mind up

At some point, either on this forum or somewhere else, i got the impression that even what I considered to be a low survival rate would be a success when it comes to HEMO CAR-T.

The claim did not sit entirely easy with me.

However, over the weekend, i read a pamphlet in which a research organisation was ecstatic about a 20% survival rate where people was cured of skin cancer.

Meaning it did not solve the problem for 80%.

But my wife, clever at she is pointed out that it does mean that 1 in 5 is cured.

That is a lot better then no one making it.

It put things in perspective. And I started to do so research about what to expect.

And I found the following article, that I found worth sharing.

It is not just an easy fix, injecting modified T cells into a Patients arm and then it is all plain sailing afterwards, but I do think it look promising if HEMO CAR T can compete with these numbers.

Or even better beat them.

https://www.hematology.org/newsroom/press-releases/2023/a-promising-outlook-car-t-cells-improve-patient-quality-of-life

This morning I got a chance to cast my vote.

It was the easiest YES all the way down.

Didn't even read the proposals, which is highly unusual of me.

But that is how much I trust Mr Sandler and the BOD.

They have my full confidence that they are trying to do what is best for the patients, the company and then as a natural extension if that, me as a shareholder.

Before some get all up in arms, for me there is a difference between having the best intentions and getting the best results.

I will not deny the fact that mistakes has been made.

But that is life.

We live and we learn and hopefully move on much wiser.

I can't claim to have a spotless track record myself, so don't expect it from others either.

So, I choose to focus on the milestones that have been surpassed.

That is quite an achievement in my view.

Both medically and financially.

So I just wait for the upwards movement ever so patiently.

@dhub and Saint68

I don't mind you joining the conversation dhub, the more the merrier:-)

I get the one bird in the hand stuff.

I get the temptation to retire early.

And I admit I would be foolish to not entertain the idea of selling up and retire early.

But I am a dreamer and I am 99 percent sure I'd vote no to 50 pence, unless Mr Sandler and the board recommended taking the offer.

I just hate the thought of not getting fair value.

And for that reason accepting the first offer from a major is a no go.

Let a bidding war commence.

That ought to take us multible above our example of 50 pence if CBR does what it says on the can.

But, I'd really like the idea of making partnerships with various of the majors, for various virus treatments in various markets.

If the CBR technology can spawn in many various directions, then it is to big a handful for just one company, not to mention the danger of 1 company sitting on it all alone.

I like competition, I think it is good for society.

So making licensing agreements with various majors and allow for some competition will speed up development, ensure fair prices, avoid monopoly.

All while still making us a good profit.

So, I really hope people would turn down a petiful offer if such one should come forward.

Sell some shares to John Joe, who is hoping it will rise to 60 pence instead.

Bank some profit, like you did at 4pence (I'd wish I had done as well) enjoy a early retirement but please stay invested on a journey that might change everything as we know it, when it comes to fighting viruses.

@Saint68

The thing about a buyout is that it will only happen if a majority of shareholders allow it.

And a buyout will always happen at a lower price then the company is worth, as it would be insane for a buyer to pay more then the company is worth.

My view is that if CBR is just half as fantastic as I dream, then that alone ought to give us a market cap in the 10-15 BILLION range 10 years from now.

And that is my conservative thoughts.

So sure there will be an attempt to buy the company at say 50 pence a share way before then.

But in my view, it would be silly to accept such an offer.

Having said that, I do understand the desire to topslice, but I urge my fellow investors to not accept a pitiful offer in a buyout.

A offer for less then 10 quid a share, for CBR that works is in my view pityful and not fair value.

But I admit we have to get there first and it is an uncertain road.

So I'd definitely urge people to be smart and de-risk along the way.

@JustHereForHemo.

Great to read a post from you again.

I understand your reasoning for staying away.

But hope I'll get the pleasure of reading your often well written and enjoyable posts again at some point in the future.

The thoughts and points of view are sorely missed.

Keep well and thanks for all you have contributed so far