Member Info for SocialistB

@dhub

Just to ensure we don't have a misunderstanding.

It's not about predicting in what order the news will arrive over the next couple of weeks/months.

It's about what would get people to buy more.

Especially new investors that have never heard about the company, but will as the news breaks.

One theory could be that it does not matter at all, as 5 pieces of good news is 5 pieces of good news.

Unfortunately, I do not believe it is as simple as that.

I think that the human psyche prefers a certain hierarchy, but I have no clue which one is the most predominant one.

Personally, I would like to see the clinical hold on Car-T lifted first, to make a name for ourselves.

Then I would like good news on CBR that reached the everyday man and woman in the world, followed by patent news, so no one is in doubt what Hemogenyx got.

And to just throw in Hulver's 6th element, I would like it to be followed up with 1 or more partnership agreements or a statement about the intention of making several partnership agreements.

Then news on a partnership in regard to CDX.

And finally, news that we still got money in the bank (Half year report)

The the half year statement

Today’s share price is just fantastic.

What a time to buy at this level.

Would I wish I first heard about Hemogenyx today, what their product line consists of and the potential news ahead?

You bet I would.

I would love to have the money that I have spent on shares in Hemogenyx over the last couple of years available and make my first buy now at this entry point.

But alas that is not the situation.

But some people out there have the chance of just being plain lucky if they buy in at this level for the first time.

Because if the science goes well….

Well, the world is our oyster.

If the science does not pan out as we hope, with all the candidates, well then, I think it is fair to say that all is lost.

So here is the thing, if you do not believe or hope (depending on your knowledge on the subject of Hemo’s product candidates) then you should not invest in the company today.

If you have already invested in the company but do not have any hope or belief in the chance of a positive outcome before we run out of funds, then it would be wise to sell your shares immediately and accept the loss.

Because of the simple reason, that some money in your pocket is better than none.

I belong to the group that hopes and believes that something good will come.

Eventually.

And I would like to hear from other like-minded LTH’s what domino effect of news they see as most likely to increase the share price.

What order of events would make you buy again and again if you first heard about Hemo today and had them on your radar, but would not fully commit a big sum straight away?

Simply because that is the sensible thing to do when it comes to biotech.

What is the best order of the following events?

1. Half year report

2. Clinical Hold lifted on Car-T

3. CBR patent going public for everyone to see

4. Positive news on CBR

5. Positive news on CDX

I hope the UK will work with Hemogenyx on Disease X

Hemogenyx has already been working on this stuff for a couple of years and hopefully have a good contender in CBR.

These guys are also using AI, a thing we know that Mr Sandler and the team are glad to use as well. And have used successfully.

https://www.msn.com/en-gb/health/medical/what-is-disease-x-uk-scientists-begin-work-on-vaccine-for-new-pandemic/ar-AA1eTIw5?ocid=msedgntp&cvid=f7ed2343168740b49b89da3626f0507e&ei=21

Wouldn't it be nice if they gave Hemogenyx a call when the worldwide patent for CBR is announced/revealed, sometime in the not-too-distant future?

If they can come up with something that works where CBR does not, then that would be awesome, as I do not expect CBR to be a catch-all phenomenon.

Nature, in my view, is simply too varied for that to be possible.

So for the sake of mankind, the more products out there, the better.

But boy, am I glad for the head start that Hemogenyx in my humble opinion has in this field.

@ Charles175

My understanding is that in vivo studies are taking place as we speak, in a government owned lab and that the research there, is out of Hemogenyx's control.

So I expect we will be told within days after Hemogenyx has been informed of the outcome.

And I for one, pray that we are not getting news while so many people are on holiday.

No let's wait until people are back and keen to invest and make a profit.

In the middle of the summer holiday, the responce is likely to be subdued.

@Steve196

Can you please explain in more detail what you mean by rocket on Google?

Hemogenyx has always come out as number one when you search on that name.

Has something happened when you Google CAR-T or CBR or anything else Hemo related?

Sorry for the typo.

It should have said:

Crimean-Congo hemorrhagic fever (CCHF) has already been DISCUSSED in the Parliament's Science, Innovation, and Technology Committee.

We know From various RNS's that CBR works against many viruses but not all.

Maybe it will work against the Crimean-Congo hemorrhagic fever (CCHF) as well, which has a fatality rate up to 40% based on data from Spain.

And which nation is Britain's most popular holiday destination?

So although we are not talking about a pandemic situation, wouldn't it be nice if the UK approached HEMOGENYX with a bag of money and asked them to test CBR's ability against the Crimean-Congo hemorrhagic fever (CCHF) and many other dangerous viruses out there?

Starting with the fatality rate as the main indicator of where to start.

Crimean-Congo hemorrhagic fever (CCHF) has already been dissed in the Parliament's Science, Innovation, and Technology Committee.

See the following link:

https://www.msn.com/en-gb/health/medical/deadly-virus-guaranteed-to-reach-uk-and-defeat-lockdown-measures-expert-warns/ar-AA1dTsT2?ocid=msedgntp&cvid=5afe83035ecd43a28b27a81e2dd0e34d&ei=48

@Unimaginative

I say fear not. This is going to be so much better then a poor savings account.

Some years from now, GGP will be paying out dividends and I can easily imagine 1 pence per share.

Even with an average of 20 pence per share that equals 5%

My quick calculations would indicate that would cost GGP in the region of 50-60 million.

I think that will be durable on Havieron alone.

And then there is the potential for growth, if or rather when they find another profitable area to mine.

I say keep buying at this price as a 1 pence payout in a few years time is even better at this entry price

I second that dhub.

It's a shame to see HedgeHogarth leaving.

I hope it will just be a good vacation and that after a while, we will again see wonderful informative posts from HH again.

There is no reason to engage with people that are just here to create fud.

As you said: filter filter filter.

Here is an interesting article about Dengue fever.

I found it to be very informative and will definitely recommend it as a nice Sunday read for everyone invested in HEMOGENYX and who have big hopes for our CBR technology.

https://www.vox.com/future-perfect/2023/5/18/23724011/dengue-fever-mosquitos-virus-vaccines

A shame the author does not know about HEMOGENYX and what we potentially have with our CBR technology, which is being tested in a government run lab in the US.

I can see she has a Twitter account.

Anyone feeling like updating her about what HEMOGENYX has to offer?

I am very hopeful in regard to CBR, it is being tested by a third party at the moment and it is my understanding that it has been ongoing for a while.

The testing is out of HEMOGENYXs control and still ongoing.

To me, this is a clear indication that the mice, rats, guinea pigs or what ever it is being tested on is not dropping dead 5 minutes later.

And if it has been tested for a while, then maybe we can even be hopeful that it has already been concluded that it is not carcinogenic either.

I expect that is stuff they would look out for.

All we need is a bit of luck and patience.

(Well maybe a lot of luck and a lot of patience:-)

But hey, that is biopharmaceutical science in a nutshell, is it not:-)

Dear JustHereForHemo.

I am sorry to hear that you have experienced a major negative event in your personal life and wish you all the best navigating the dire straits.

It was nice to read a post from you again.

I am sure I'm not the only one missing your sharp pen, like when making it unequivocally clear the damage some people cause to the company's future prospects of getting funding, just because they want to make a quick 10-30% gain here and now.

Nothing wrong with profit, but there can most certainly be something wrong with the way you gain it.

HEMO is working on CDX , CBR, CAR-T and UPenn are just waiting for HEMO to be ready to proceed.

There is so much to look forward too.

All we have to do is remain patient.

1400

@HedgeHogarth

Regarding your 00.39 post.

I doubt that you will get far with the Freedom of information act as LSE is not a public authority and I can’t see them as working on behalf of one.

I suspect that the Email address that Cyrox so kindly published is just there to tick a box.

But, if I am wrong about that, then I am afraid the information you are requesting will be deemed to private of nature to be released to anyone but the individual themselves.

However, it will most certainly bring certain individual’s activities to LSE’s attention and that could potentially be quite important if the FCA decides to investigate.

If FCA decides to investigate and it comes to their attention that LSE was put on notice by a member of the public but did absolutely zilch about it.

Well, it won’t look good.

It will not do LSE any favours, so I suspect they will try to address it in one way or another.

But those things can take time.

And that might be too late for HEMO, in this stage of our development.

But other stages are awaiting us, so I applaud your drive and determination.

@HedgeHogarth

I thought I heard at least one mention the clinical hold very briefly, but I'll not put my head on the block when making that claim.

And I do not currently have the time to listen to the interview again to check if I am right or wrong.

I am confident that Mr. Sandler would not have released the interview at this point in time, if he found that there was obstacles that he could not overcome in regard to CAR-T.

So of course we will be clinical.

And there is only a little more then a week until the AGM, I hope for some positive news before then.

Maybe they are CBR related, going by the vibe in the video?

@Hemotruth

I agree, it was a great introduction to the people at Hemogenyx.

The very people who are working on the products that are going to save lives and make Hemogenyx a name on many people's tongues in the future.

I especially liked that CBR was mentioned a couple of times, without too much information being given away.

To me, that is an indication that the product is alive and kicking.

Focusing on CBR also indicated to me that they are not overly concerned about not being able to sort out the issues with the IND application.

Is it really worth paying an RNS fee just to say we have finally received the letter from the FDA?

I think it would be better to conserve the cash and first come out with news when the accepts our submission and we are clinical.

Maybe, just maybe HEMO should announce when they submit the answers.

But unless they have a duty to do so, I would prefer they keep the expenses down.

No apologies are needed sandgrounded.

I hope you had a great evening.

And I totally agree, 10% extra would be great.

And a controlling stake would be what dreams are made off.

And on that note, I think it's time to catch some ZZZZZZZZZZZZZZZZZZZ:-)

Hi again sandgrounded.

I like your idea about us receiving a helping hand from a good friend and ending up owning 51% of Havieron.

But if we should be so lucky that was the case, then we will have to adjust your numbers I think.

Let's start with the 780 million to develop Havieron into a mine.

Without being willing to place my head on the block, I doubt very much that there is the need to spend 780 million between now and the first ore being produced a year from now.

If I am right about that, then Havieron will pay for itself as it is being developed over the years.

It is my understanding that we have the funding to pay our expenses for developing Havieron until we start producing.

If we were to pay 840 million for the 70% and were so lucky to get a partner as you suggest (hope for) then our expenses would be less than 1/3 of that or in the region of 280 million.

We already own 30%, we only need an additional 21% to get us to 51% ownership.

We should be able to get that percentage by buying less than 1/3 of the 70% of Havieron.

If my way of calculating it is not completely off the chart, then suddenly the numbers don't seem so daunting anymore.

This is were I have to trust Mr. Day as a numbers man.

He should know when a deal becomes to risky or untenable and be able to walk away.

But until he reaches that conclusion, then I say be bold and have a go at building the next mastodon of a mining company.

@sandgrounded

I appreciate your concerns as I am not too keen on massive debt either.

But if the whole of Havieron and Telfer comes up for sale, I do believe that it would be a failure if Mr. Day did not make an attempt to acquire it.

It is not an opportunity that you might only get once in your lifetime.

However, I doubt that it becomes an option at all.

It makes no sense to me, why would Newmont sell a 70% stake in Havieron.

But then again, in my view, Newmont does not have a track record of making wise choices if you ask me. Walking away from Ernest Giles was a major mistake on their part if you ask me, so who knows, maybe they will do something equally silly again and give up Havieron for 6.5 million ounces in the ground which I believe to be around 200 per ounce in the ground.

I would not mind that at all.

To fund such an acquisition we need to either issue more shares or take on higher debt.

I would favour a combination of the 2.

Yes, I would get diluted, but instead of about 1/3 of a pie, we now have a whole pie. So that would make up for the dilution.

If further debt is obtained then we can issue fewer shares.

Which would also be desirable.

With his background as a CFO, I trust that he knows his way around debt, so I feel my investment is in safe hands.

But the way the market has reacted in the last couple of years, patience is obviously needed.

@Hulver

You are absolutely right.

Credit where credit is due.

Mr. Sandler has also made it clear that this is not a one-man show, but a team effort.

If I remember correctly a statement to that effect was made in regard to CBR. Where he said they sat down and thought about how to deal with a biological attack.

But I am sure it goes without saying about everything developed at Hemogenyx these days.

And this is where I will start to moan a bit about how Hemogenyx is run.

We do need the homepage to be updated on so many levels. (it does not need to be something highly technical fancy wowing stuff)

But updated information.

For instance, you can only find information about Dr Ronen Ben Jehuda and Dr. Elina Shrestha in the people section, there is nothing about the other 2 that you mention Michael and Paula (fair enough as it is a very new hire)

On the contrary, it can also be argued that it is good that there is so little information about our people out there, it would be horrible to lose good people because they're given an offer by a competitor, that Hemogenyx cannot compete with.

So maybe, I shouldn't be moaning too loudly:-)

Maybe, just maybe, keep it as it is:-) :-)