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@Haywain and @Hulver

My conspiration gene has been tickled by Haywain's comment about big pharma's not being able to afford not being involved and invested:-)
And Hulver's comment about a bidding war.
And Manifesto's thoughts about someone building a large stake in the company.

If all of that happens to be the case, and a offer is coming in at 10-20-30 pence, I most sincerely hope no one is doing anymore then skim a bit of the cream of the top.

As, HEMOGENYX is so much more worth then that.

A bidding war should end up way north of £10 a share.

And even that would still be dirt cheap.

And if it was going to go for such a paltry sum, and I say that with hand on my heart, hoping and believing that CBR, is exactly as fantastic as I want it to be, then...... well

Then I hope it will to be sold to a goverment or even better a coalition of goverments or the WHO and belong to the people of this earth.

And if such a coalition should occur then surely, they can also pay more then £10 a share.

To me, it would be perfect, to line my pocket and at the same time make sure goverments around the globe, can save expenses on the medical area, and use the surplus money elsewhere in their system.

Winners all way round.

Well, except for the big pharma and investment funds, pensions and etc.

So yeah, some would not be happy to see their market share disappear or their investment deminished.

So will they make an offer or will they use underhand tactics?

Let the conspiracy theories start:-)

Oh no, what have I just started:-))

@dhub, my appologies for remembering wrong about you posting a specific post.

You were right, it was HereforHemo, who had posted it.

@Haywain, thanks for clarifying who had made the post and reposting it, and not least remembering and/or figuring out what post I was referring to.

And you are so right about CBR being a headscratcher.

The market potential is enormous.

Especially because it can become an of the shelf treatment. Either in full or in part. We will find out as it is being tested on all the various viruses out there.

So far today, we have only been focusing on the virus part.

Let’s not forget that it might also work on some cancers, although, I have not heard that spoken with the same certainty as it has been said about almost all viruses in principle.

And the same goes for bacteria as well, if this could deal with the antibacterial resistance that is becoming more and more of a problem.

Wow.

The market is just mindboggling.

And for that reason, I fear a takeover attempt as soon as a big pharma is convinced that CBR will make it through the clinical trials without killing the patient or make them look like the elephant man, and of course as a small minor thing, cure the Patient:-)

1 pound a share = £979,749,321, just south of 1 Billion Pounds.

10 pound a share = 9.797,493,210, just south of 10 Billion Pounds

Both examples above is staggering sums, but they are still way to cheap if there is a takeover attempt.

I think the best moat against a takeover attempt is to work with several companies, sign agreements for various markets for various viruses.

If there are already binding agreements in place with several companies, that ensure them a piece of the cake, then I think that it might work out to our advantage.

That is, if our goal is to remain independent.

I would like that, as I think that is where the money is long term.

However, I am not blind to the games that might start to come into play soon.

I have enjoyed a disruptive free and quiet board here for almost 3 years.

I am afraid, that soon I will be looking back to the good old day’s without disrupters, trying to cause mayhem or just the meaningless one line posts

So, a big thank you to all of you who have posted thoughtful posts and insights over the last couple of years.

I have appreciated them very much.

@HereforHemo

First of all, my appologies for not remembering it was you who posted this delightful post.

Then a thank you for reposting it today.

And last, I certainly hope I misunderstand you when you say you won't be posting again:-)

I appreciate your posts, as does so many others, I am sure.

Thanks for the effort in writing the piece and reaching out to HEMOGENYX for confirmation.

@dhub

The other day, you posted a wonderful post (mind you, I like most of your posts, just have to put in the caveat “MOST”)

I wanted to link to your profile in todays first post, but I could not find it.

Have you taken it down, or am I just missing it.

The post I am talking about, is the one where you have done an exceptional thorough work and on top of that contacted HEMOGENYX to ask if they had any concerns about your points.

(any change you can repost it today, maybe slightly modified so you don’t get the same criticism as the other day, I think it will be good for any new people looking in today)

I have missed or forgotten the point where Mr. Sandler is expressing that HEMOGENYX could “become an equal” Microsoft, just in the pharmaceutical world.

Now that is aspiration, and there is nothing wrong in aiming for the stars, if you miss, you might land on the moon.

And if we do, then we are not talking about £1 a share 10 years from now.

If HEMOGENYX get things right, and by things, I mean specifically the CBR, then I see the world as our oyster.
The CBR platform is just mind blowing and to few have discovered it.

But that will change at some point.

And when it does.

Wow

Like you, I also sold all or at least a significant part at one point.

I did when I heard about the CLN.

I do not like CLN.

However, it did not start the downward spiral that I had feared, so I bought in again.

Way to early.

Because the feared downward spiral did occur.

And it was not fun to with a loss, way to high for my liking, for years.

But what a buying opportunity it has been.

And the best is, that it still is a fantastic buying opportunity.

10 years from now, if CBR works out as I hope, people will not believe their ears when they someone claim they bought their shares for below 20 Pence a share, let alone managed to get an average of 1.34 Pence like yourself.

Well done you, for getting an average that low, but not least stay steady in the troubled waters.

But they are now behind us.

The future is bright for anyone at this low entry price.

Part 3

Following the thought of potentially paying an admission price to the party Hemogenyx also have Hu-PHEG.

“Hemogenyx Pharmaceuticals utilizes postnatal human hemogenic endothelial cells (Hu-PHEC cells), discovered by Hemogenyx Pharmaceuticals’ Co-Founder Dr Vladislav Sandler, to generate cancer-free hematopoietic stem cells (HSC) for use in transplants to treat blood cancers with superior results.”

https://hemogenyx.com/technology/hu-phec

It’s is a side of the science that seems to have been side lined, despite being the foundation of HEMOGENYX, if I have understood it correctly.

Rumours is that it would be much more expensive to develop, then following the lines that they have chosen.

For that reason, it would be great to get Joint Venture going with a company with the right amount of resources and again on fair terms for both parties.

For me, it would be absolutely fine to make a major CBR deal, with a company that is willing to help us progress in other areas as well.

As long as we do not give exclusivity to anyone.

I would like to see the benefit of competition out there.

In my view, that is what helps people the most, (Conveniently ignoring the lifesaving medicine from HEMOGENYX in that statement)

Back to CBR.

I am really looking forward to the day, when we see billboard slogans:

Are you suffering from….. We got a specific HEMOVIRU for that.

Or whatever the product ends up being called.

But if it ends up being called HEMOVIRU, then you heard it here first??

Any other good suggestions for a name, for the paradigm shifting new CBR platform?

Just another, Sunday exercise??

Part 2

They might not be able to justify, to their shareholders, spending huge sums of money on CBR at this stage, in case it turns out to be more complicated then anticipated.

But, they can justify, spending money on Hemogenyx’s CAR-T in clinical trial.

And, I am sure that in those negotiations about CAR-T, an interest for CBR will also be expressed, at least with the hope that a good bond has been developed, and that it can lead to other business opportunities, further down the line.

So, if Mr. Sandler and team have prepared an easy to read contract with fair terms and conditions, that ensures it’s possible for each partner to make good money on CAR-T, then I do not think that there will be any prolonged negotiations.

I expect that the contract regarding CAR-T, will in that case, be signed shortly after we have become a clinical company and before it has been announced if we have received a grant for CBR. As long, as there as a minimum, is hope that collaboration on one or more aspects of CBR can take place.

I am sure that there must be at least one company out there that looks at it from that perspective, and going by Mr. Sandlers F… message the other day, I am partial to believe that companies are queuing up to get a piece of the CBR cake.

Question is, are they willing to pay for CAR-T as an admission to the party.
I think they are.

Where will your Sunday musings take you in regard to the progress of Hemogenyx?

Part 1

On a Sunday, where there is no news or trading, I often find myself musings about my shares.
Last Sunday (8-1-2023) I was trying to orchestra a little tune with all the right notes AND in the right order, in my little head. Namely in what event, should the various news arrive to maximize the upward trajectory of the share price.
An update on CBR the following day, was not contemplated.
The thought pattern was more akin to the following order:
1. Update on the 3rd run.
2. IND.
3. Clinical Trials commence.

At this stage, having upgraded from a pre-clinical stage to a Clinical company, I was expecting a significant uplift in the share price to 10-15 Pence a share, if the market was to treat us equally to our peers (however, there is never a guarantee of that happening)

And we would now be known outside the small circle here on LSE.
Then it would be time to bring out the big canons.

4. Update on CBR.
5. Hopefully receiving a grant for CBR.
6. Announcement of a collaboration on our CAR-T with a major pharmaceutical company.
7. Dripping announcement, of various collaborations / licensing deals, with various major pharmaceutical companies or governments in regard to various viruses.
(This was at a time, when I expected that CBR would have to be specifically engineered to every virus family out there.)

Sunday the 8-1-2023, in my little head, I could not see, why we should not be able to emulate Synairgen in their heyday when they had a clinical trial going, and reach a market cap in the region of 500 million pounds, just on being in Clinical trials with CAR-T and having ongoing collaborations with CBR.

That would amount to a share price in the 50 Pence region.

Now, that would have been a true multi bagging of the share price.

But that is not how, events have unfolded.

Everything changed the following day, Monday the 9-1-2023.

We, got the most fantastic RNS about CBR.

Single CBR Can Treat Multiple Viruses

https://www.lse.co.uk/rns/HEMO/single-cbr-can-treat-multiple-viruses-btbliw44cz9mry8.html

However, the share price has not multi bagged as a result.

Yes, it has gone up, but not by the multiples that is the RNS worthy.

However, I think the announcement of the RNS has been a stroke of pure genius.

Instead of risking to have to haggle about the price and terms and conditions for CAR-T, I think Mr. Sandler and team are now in a position to pick and choose among a plethora of suiters.

Every major pharmaceutical company in the right state of mind, want at least the option to get in on the CBR platform, should it prove to be as successful as we all hope it will be.

That is my conclusion on how the market has reacted to the RNS released Monday the 9-1-2023.

To me, it’s hard to beat that RNS.

So full of hope.

https://www.lse.co.uk/rns/HEMO/single-cbr-can-treat-multiple-viruses-btbliw44cz9mry8.html

What a revelation it was, just the headline itself.

"Single CBR can treat multiple viruses"

And here follows, just a selection of highly worthy statements in the RNS:

“ 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.”

“it developed an approach that can be used to bring cell therapy approaches to another unmet need, the treatment of major existing and emerging viral infections, including SARS-CoV-2”

“demonstrates the possibility of accelerating the development of antiviral therapeutics as well as preventing epidemics and pandemics that could be caused by a multitude of pathogens.”

“Hemogenyx Pharmaceuticals has found a way to activate these macrophages to kill virus infected cells and protect against the virus by programming them with a set of novel CBRs.”

“Additionally, we have developed another simpler technology, Bait-Macrophage Engagers ("BMEs"), that act like antibodies and scavenge virus particles in the blood and neutralize them.”

“To overcome both the lag in response time and major shortcomings of antibody-based treatments including vaccines we are developing "off-the-shelf" (non-patient-specific) CBR- and BME-based products that may be directed against any viral pathogen rapidly after its discovery.”

“It is important to emphasise that, although our work to date has been focused on certain viruses, in particular SARS-CoV-2, as well as on particular types of cancer, it is in principle applicable to almost any form of virus.”

“CBR is a ground-breaking new approach to treat existing and emerging viral infections as well as potentially becoming an effective new form of cancer treatment.”

I’ll make no secret of this, in my view the RNS on Monday the 9-1-2023, was a worthy multi bagger and I can only explain the fact, that it has not multi bagged, with a claim that the market has not realised what we got on our hands here.

The conference in San Francisco is now most likely over, and it was an absolute stroke of genius to release Monday’s RNS on the opening day of the conference.

Hemogenyx could now talk freely about CBR and it’s expected capabilities.

I think that there must be at least 1 company out there, that is willing to pay a fair price on fair terms for CAR-T, in the hope a friendly relationship build on that foundation will likely lead to a profitable collaboration on CBR as well.

Who wouldn’t want to be able to say: If you suffer from ……, we got a HEMOVIRU

From the RNS:
"Additionally, we have developed another simpler technology, Bait-Macrophage Engagers ("BMEs"), that act like antibodies and scavenge virus particles in the blood and neutralize them. The Company's technology utilizes synthetic biology and artificial intelligence ("AI") approaches to advance medicine to protect society from future pandemics that may challenge the global economy, health, and national defense."

I have missed the news about the BME in the past. I am still gobsmacked by this to me new information.

On a different note.

Just imagine the market size when HEMO target AIDS.

If CBR is effective against HIV

WOW

What a RNS.

Off the shelf product that works against many of the most deadly viruses we do not yet have a cure for.

Well until now.

Now we just need clinical trials and production.

Question, had anyone heard about Bait-Macrophage Engagers ("BMEs") before?

Or is that a totally new thing now got well?

So many things in this RNS nd so little time before work calls.

What else did you find of awesome information in today's RNS?

After yesterday's excellent news, for the price to stay this low there has to be more sells then buys.

In my view the market has not realised the potential here or just have no appetite because:

It's Christmas
It's Biotechnology and it's out of favour
The financial turmoil
Etc etc

I wonder if there will even be the turnaround we hope for before or even when IND is announced, the way the market is acting irrationally, both in regard to this share but not least to the time we are going through.

I'd admit it would be nice to see a significant re-rate soon, but at these prices and with yesterday's news, well isn't it just a perfect buying opportunity.

All that is required is patience.

Maybe a lot of it.

Because there will not be a re-rate until the market gets an appetite and who knows WHEN that WILL happen.

(we all have a pretty good idea about when it SHOULD happen in normal times)

But are these times normal enough?

Last night on BBC news, there was a part about Great Ormond Hospital and how they had given a drug to a 13 year old girl when all other treatments available had failed her.
She is now 3 months cancer free.

That is great for her, that is great for medicine and other patients with blood cancers. And it could be good for us too.

I have not had the time look into the matter and do not know if it is related to CAR-T in any way, but if it is... I think it will be good for us as well.

And I have no idea, if Great Ormond is in Phase 1 or if it purely experimental and was only allowed because everything else had failed.

But in either case, it might make it easier to recruit patients for our Phase 1 trials.

It's simples, no Patients, no Phase 1 trials.

Long live science.

And there might be a 13 year old girl we will have to thank for a lot in the near future.

I, for one is happy that the seller, who ever it might be, is selling now.
Even if it is lowering the shareprice.

Hopefully the seller will be running out of shares soon.

And even more hopefully, we won't get any positive update from Hemogenyx before the seller is out of shares to offload.

To me, it would be so much worse that there is either an individual or a group of people who has to sell a certain amount of shares within a given timeframe, and we are getting positive news in that period of time.

I admit that for the shareprice to rise, some of us will have to be willing to part with some of the shares we hold to a new buyer, who is willing to buy at a higher price.

But if the current seller or group of sellers are in legal trouble and that is the reason they are selling, then it is in my view much better that the sell takes place now, before the news that should propel the shareprice north of here, arrives.

My hope on a postcard.

That Shaun Day announces we are keeping our Tasmanian assets and are buying NQ Minerals out of receivership from
Begbies Traynor Group plc in London.

The advantage to this move would be that we would get a producing asset from the get go and there seems to be railway tracks in the recenably near facility to both Firetower and Warrentina that could connect to the Hellyer mine.

https://live.staticflickr.com/8545/8632344155_8396a5a58a_z.jpg

So, what do I base this hope on?

The finance option of Havieron and Shaun Day's long stay in London last time he was here.

The banks he mentioned as household names, does not sound like they have their headquarters here in London.

And that is why I hope that Shaun Day on his last visit here in London was having meetings with Begbies Traynor Group plc about buying NQ Minerals out of receivership and are here now to finalise the deal.

Here's to hoping.

@Sharesforlife

There is a limit to what you can place in in front of Mr. Sandlers door.

In my view, the share price is not one of them, at least not in these days. (Let's forget about the past with the CLN's, it's an old story and water under the bridge)

Mr. Sandler and team has been hard at work, moving to new premises, working on our candidates and now at a conference.

Hopefully some of those people who have given him the impression that it's a blast, will start buying shares in the next couple of weeks.
But they will have to do their due diligence first, and then it might complicate matters a bit that we are trading in London and not New York.

Maybe we will first see movement when we get a earth shattering RNS.

Maybe we won't even get get movement then.

The way the market is treating this share, an been for long time, I wouldn't even be surprised anymore.

But here's to hoping .

It's gone past 7 O'clock.

I had hoped for an RNS this morning with an abundance of news.
News that could then be shared at the conference.

I assume that we, through the stock exchange, will have to be the first to be informed about significant news, before it can be shared at the conference.

Does this mean that there is no news to be shared since last time?
No, it does not. There has been progress, just look at the RNS's.
Bu so far, it does seem like we are going to get the earth shattering news we are so longing for, at this conference.

But then again, it's still in the middle of the might in New York and we might see an RNS later on today.

If there are worthy news to be shared.

If HEMO are not yet there with worthy news, then we'll just have to remain patient.

Here's to hoping for an earth shattering RNS today.

It would be such a fantastic opportunity if possible.

From today's RNS:

"Stuart's appointment takes the Company forward toward its first clinical clinical trials"

I expect that that will first happen sometime in the future, but this is just another cog in the wheel of this fantastic machine Hemogenyx is creating.

Onwards and upwards

Yesterdays RNS about a patent protection in China was great news in my view.

But it did not create an abundance of interest in Hemogenyx.

How can that be?

This morning I checked the today’s RNS section here on LSE and by 0800, there was 14 pages.

I do not know how many pages it amounted to yesterday, but for arguments sake, lets say it was also 14 pages by 0800 and it might have increased further as the day went by.

It is easy for a RNS from Hemogenyx to drown in that sea of RNS’s.

Based on this and previous released positive RNS’s, I allow myself to draw the conclusion that positive RNS’s are not enough to make Hemogenyx stand out from the rest of the flock.

In other words, what will it take for the share price to skyrocket?

Will it really be enough that we go from being pre-clinical to clinical?

Who are going to buy in at that point and why.

Why are they not already doing so now at these low prices?

I again allow myself to draw a conclusion.

I think it will take some positive results or a deal with a major before we will see any significant re-rate in the share price.

The best explanation that I can come up with, the one that makes the most sense to me, it that there is simply not enough appetite in the market for company with a risk profile like the one Hemogenyx got at the moment.

If that happens to be the case, then the question is what will change first?

Investors risk appetite?

Positive clinical results from Hemogenyx and partners?

A deal with a major?

Dr Vladislav Sandler, CEO & Co-Founder of Hemogenyx Pharmaceuticals, commented:

"The grant of the patent right on the territory of China is significant for the Company because it protects the Company's IP in one of the largest global markets and further affirms the Company's leading position in the field of the development of groundbreaking therapies for the treatment of blood cancers and BM/HSC transplantation conditioning."

Great to get the protection in China, that market is what usually worries me the most.

Hemogenyx already got the patent in the USA so I expect Europe to be nothing more then a formality.

This is one more well oiled cog added to the the machine.

Onwards and upwards, when the market realises the potential here.

I would say all of it, but that is not how to play this game, it would be bending the rules a bit to much.

What really keeps me up at night is CBR.

If this stuff works, on many a bacteria and virus, it will be such a seismic change in medicine.

It would be nothing short of EPIC.