Member Info for SocialistB

@Saint68

If CBR works (and of course it does:-)

What would you say was a fair buyout price?

This is a conundrum I struggle with as I find we become priceless in a situation like that.

Every single person on this earth could be using our product at least once in their life time, but do not rule out every year if it becomes available for the common flu.

I'd be scared to sell to cheap.

A buyers profit equals my loss.

So personally, I'd rather that HEMOGENYX runs the ship and make some profitable partnerships along the way.

I think that will expedite the development of CBR and that it will also be the most profitable solution for us shareholders and benefit humankind the most.

A win win situation all way round.

And here is a link to the page where you can find HEMOGENYX.

I hope Mr Sandler is getting payed by the organizers to attend:-) because there is no information about Hemogenyx and what they do or spezializes in,when you press the logo.

https://convention.bio.org/participating-companies?&azletter=H&searchgroup=00000001-participating-companies

@Mattpr1

"so it would have to be moving from 1 isa to another?"

The above is exactly my understanding of what a bed/ISA situation is.

But I'm not an expert either, so could be wrong

"Anyway.. sp is red, thats the bottom line"

I am afraid that will remain so until demand surpass supply.

I can't see that there is anyone to blame for that, it is what it is and there is not much we can do about it, other then be patient if we still want to participate in this journey.

I thought the market would wake up when the clinical hold would be lifted and we became clinical and there was some financial security.

All of the above has happened and on top of that we have had great news regarding the development of our different products.

At some point the market will get a appetite for risk and there will be a higher demand, but when will that happen and what news will it take?

I got no clue.

As said earlier, I had expected to already have happened.

@Mattpr1

Are you sure it's to big for bed/ISA?

I agree that any buys over 20.000 pounds are unlikely to someone using the new tax years allowance.

But we can all sell whatever we have of other shares in our ISA and buy HEMO shares for let's say 64.000 pounds.

Regarding the bed/ISA situation, my understanding has always been that it is the only way to move from one dealer to another.

Ergo, it has nothing to do with a tax years maximum allowance.

@Cyrox

I agree in your assessment.

And that is also why I consider investing in a pure research company high risk.

There is always the risk of failure.

And if there is no income then it often means that the company will have to go back to the market and ask for more funds.

And often at a lower share price, because usually, negative news will have that effect on the share price.

But I think we're lucky with what we got.

Product line wise

Scientist wise

BOD wise

Investor wise (particularly shout-out to Prevail)

Humanized mice wise.

All of these things makes me confident in my investment.

I think the risk of Patient 1, ballooning up like an elephant is small.

We have been told that as a clinical company there are funding available to us that were not there before and that the BOD is looking into various avenues to ensure we won't have to raise at this level again.

So if we are lucky, we'll get some non dilutive money from somewhere and it will have a positive boost to the share price. (But I'm not holding my breath on that one)

If we are even luckier, then Patient 1, will be jumping out of bed 3 days later, participate in the first upcoming marathon and win in record time, despite having been bed bound for the previous 6 month and incured significant muscle loss as a consequence.

Then, and only then do I dare to believe that there will be a run on shares in Hemogenyx.

Because let's face it, there should already be a run on the company's shares with everything that has happened in the last couple of years.

So you're right, a lot depends on the outcome of Patient 1.

But that is always the case.

@Malva

May I suggest full on debt first.

For the first 6 months to a year, maybe 2 at a stretch.

As we we will be the 100% owners of Havieron and getting gold out of the ground, the share price should hopefully be multiple if today's share price.

In my view it would not be to bad to issue extra shares to pay down on the debt at that point.

Yes, we will be diluted, but we will also have dealt with the debt.

Greatland can then later on always buy up shares when they fall below a certain price and that way around both help to stabilise the share price and reduce the numbers of issued shares.

Well said Hikikomori.

I guess most of us will topslice some along the way.

Quite frankly, it would be downright silly not to de-risk a portion at some point.

But based on the fantastic information that was released yesterday, I intend on selling as few as I can defend.

As you say, if CBR delivers just a fraction.

Wow

But before then we got CAR-T, news will eventually come, question is will the investors who are willing to pay above today's share price follow?

If they don't, then the share price will stay suppressed, it's a simple question of supply and demand.

Even if the science is first class.

And from what was in the RNS yesterday, I can only conclude that the science is indeed first class.

And that the board is capable of getting funding in a difficult market.

There is a lot to like in my view.

JustHereForHemo has been awfully quiet recently.

And there has not been a pip from him regarding the new website, something that has long been on his wishlist.

It all leads me to think that he might have been involved in the process.

If that is the case, thanks mate, it looks good.

Website sorted, so you might be onto something.

When the news breaks, new potential investors will see a nice updated website.

That can only be a good thing.

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.