RE: HEMO. For a truly brilliant synopsis of the True Position.20 Feb 2024 08:40
Personally, I would hate to see Hemogenyx be taken over by a major.
I want to see the company grow from strength to strength, year by year.
And eventually become a major ourselves.
I want to be part of that journey.
I would much prefer that we partner up with various majors and have collaborations with them on some CBR products and regions.
Like one major has the market for Covid-19 in Asia, another has it Europe, then America etc
Then the same goes for Ebola, Zika, Marburg etc
An advantage to this model, if Hemogenyx gets to keep the intellectual rights to what is discovered and changed in a JV with one company is that there can be different solutions tried with the various partners.
Hemogenyx has shown with the CDX collaboration with Eli Lilly that it is possible to acquire and/or maintain the intellectual property when collaborating on a project.
If CBR works on human beings, becoming a major ourselves is where the true value lies.
And selling to a major at this stage would be like selling for peanuts.
Look at the trajectory of Microsoft, look where they are today.
Had it been sold to IBM in the early days, even with a good premium, well what a historic loss that would have been for their shareholders.
I admit it will take time for Hemogenyx to become a major and unfortunately not everyone has that amount of patience.
So, for those who lacks the patience, I beg of you:
If you're going to sell for peanuts, please ensure it is first class rated peanuts.
If CBR works, in my view we cannot even start considering peanuts to be in the first class category if we are offered less then 5 pounds a share.
Less then 6 Billion for Hemogenyx, if CBR works is a steal.
And it is us the shareholders that are being robbed.
(But at least it is self inflicted:-)