Member Info for SocialistB

Me too.

I'm also holding for gold.

In my view it's the safest way to arrive at the destination.

Could I try and trade and see if I could earn a bit extra, sell high and buy lower.

That's an available option, sure.

But I only have to get the timing wrong once and I'll sitting at a huge loss compared to holding on.

Let's use some of Aldebarens statements as examples.

Share price drops to 500p

HG-CT-1 is worth 5-7 Billions

Bought ought in quarter 1, 2026 (although he has now retracted that one earlier today)

Let's say someone sells 300 shares at today's price and buys back again in the 500p region, scoring a profit of 3 pounds a share or 900 quid in total.

If that someone is not back in before the red dot lands that confirms an agreement of a sale of HG-CT-1, then forget about it, they are not gonna get their 300 shares back.

If Aldebarens numbers are anything to go by, then that could mean missing out on 1000 a share.

You multi that with 300 and you have missed out on a house many places in the UK.

All in the pursuit of 900 quid.

It takes nerves of steel to fare doing that.

Definitely not for me.

When will the rerate happen.

Don't know.

We haven't been given a date.

And that is wonderful and exciting.

It could happen anytime, 5 minutes, 5 days, 5 weeks, 5 months. (I feel confident it won't be 5 months though)

There is a plan, it has been published well enough.

HG-CT-1 is for sale.

Pharmaceutical companies has shown interest.

Now is just a question about who offer the best price and terms and conditions.

So my best option to secure the gold is:

TA da

HOLD

@Aldebaren.

Before you leave for a prolonged time (until it reaches the region of 500p)

Do you still believe that a big pharma will bring an offer to the table that is to good to refuse before or by quarter 1, 2026?

Or was it quarter 2, 2026.

Whichever it was, with the cuts to overheads, I believe only minimal dilution is needed to get us through to quarter 1 or 2 2026.

I am not saying that the market won't be able to bring the share price down to 500p.

You have been good with price predictions before.

And I certainly hope you are with regard to what HG-CT-1 is worth and can be sold for and also your timeline.

Just a little bit of patience needed for investors and we are quite a few who seems to have that in spades.

I truly hope your right about this one.

@Aldebaren

Do you still stand by your previous statement:

"'2.3bn per annum is the revenue expected for HG-CT-1 after all said and done. Apply a 10% chance of success (phase 1 standard) and you get a modern day equivalent value of £230m . That shows HEMO is undervalued massively and even the 10% chance of success is ridiculously conservative given 3/3 patient success so far.

A buyout will come for 2-3x peak sales IMO so around 5 - 7bn. That's enough'"

Thank you @glasshalfdrunk for unearthing that statement.

@Aldebaren.

I suggest you listen to the interview again.

Mr Sandler is clearly stating several pharmaceutical companies has shown interest.

At least that is what I hear.

Do you still stand by your numbers of HG-CT-1, being worth 6-7 Billion?

@Nlgb

I do totally agree with what you had to say in this paragraph of yours:

"As for the interview, Vlad is a scientist who genuinely exposes the usual challenges that his company faces and not the usual smooth-talking but bs-ing c-suiter who will smother thise challenges behind nice words. At least we can take him at face-value."

And that is exactly why I have trusted him and the company (obviously also because of the science results announced in various RNS') over the years with a sum that is beyond sensible by common accepted investment theories.

But, I believe it to be sensible in the long run and today's interview have only solidified this belief of mine.

According to a very productive poster on this board, HG-CT-1 should be worth in the region of 6-7 BILLION if sold.

If his prediction is correct, then that amounts to around 1000 $ a share.

And that is for HG-CT-1 alone (and way higher then any sum I have suggested in the past)

With the risk of being called greedy, if HG-CT-1 is worth that amount on it's own (a couple of years revenue) then what will the price be with CDX.

And this is where Hulvers observations come into the mix.

What if CDX has to part of the deal?

CDX, has not been proven up like HG-CT-1 has yet.

Meaning a buyer of HG-CT-1 who also wants CDX for strategic reasons can't justify to pay a huge price as it has no proven track record.

And this is why I favour option C.

The sale of either the whole or a part of HG-CT-1, could come with a right of first refusal to the CDC product for the buyer of HG-CT-1.

Or a better option for HEMOGENYX (please let me know what better fair strategic options there are out there)

This will secure the buyer of HG-CT-1 and it will also ensure that HEMOGENYX will get a fair value for CDX, if it is proved up. (I'm so tempted to say WHEN)

But, a deal must be written in such a way that we have an option to go it alone or sell to a different buffer, should we not be able to agree on a price.

So, now I have heard it from the man himself.

HG-CT-1 is for sale.

It did not sound like an option that could potentially happen, it sounded more like this is the plan.

Okay, I would have liked to keep HG-CT-1 in the Hemogenyx family.

But that is not going to happen.

Unless we are offered peanuts for HG-CT-1.

And that seems unlikely to me.(However, never say never)

Mr Sandler is not in a discussion with A pharmaceutical company.

He is in discussions with Pharmaceutical companIES.

Plural.

That can be anything from 2 to several (however many that might be)

Not a bad position to be in.

It can go several ways.

The first 3, that comes to my mind are as follows:

A: Bidding war on price alone, leading to a very high price.

B: Bidding war on terms and conditions, leading to a lower price but outstanding terms and conditions.

C: A combination of option A and B, = a good price on good terms and conditions, so unlikely to be the highest price or the best terms and conditions.

And that is fair enough, there has to be an incentive to a buyer. (ie, profit)

Personally I am partial to option C.

Retaining some % of the product or some rights to it, as I think that will generate the best value in the long run.

What are other peoples preferred option?

Main thing is HG-CT-1 is up for sale, that has now been public announced by Mr Sandler himself.

Make up your mind as to what you think will be a just price for HG-CT-1 under the A,B,C scenarios and divide it by 6 million shares or so, and you will get an idea of what the value of Hemogenyx's share price ought to be.

Or at least it intrinsic value

My only request to Mr. Sandler is that he will not sell HG-CT-1 for peanuts and on bad terms and conditions.

And with every ounce of my being , I believe that he wont want to do that.

Earlier this year MD Anderson received a substantial donation from the Kinder Foundation.

I asked Ai a question ( as we do these days)

"The Kinder Foundation's $150 million gift is for a joint venture with Texas Children's Hospital to launch the Kinder Children's Cancer Center, and the funds will be used for a new facility as well as pediatric oncology research, patient care, and clinical trials. This funding is not solely for buildings; it is designated for a multi-faceted initiative that includes advancing pediatric cancer treatment and research, and the new center is designed to offer more clinical trials than any other institution. "

I hope and think there is a good chance that some of those money will be used to treat children with HG-CT-1.

HEMOGENYX, might not have to foot the whole bill.

Here's to hoping that funds come out way, so children can be treated ASAP and in as many numbers as FDA will allow without fast track approval.

No toxicity, and at least one patient with no detectable cancer.

Hmm, maybe that fast track will happen rather fast if the 2 first children treated shows promising results.

Here's to hoping.

What is the most likely end game?

Who knows

My dream scenario is as follows.

We keep all 3 candidates in house and monetize them and become the Microsoft of healthcare.

If Estonia plays out successfully and start generating a substantial revenue in the next 2 years then there is a good chance that the share price will increase significantly and the BOD can access 10's of millions on the market to progress HG-CT-1, CDX and CBR.

But will we be allowed to do so by the majors without an offer at some point, if the various candidates shows promising results in phase 1 trials?

I am afraid to many will accept a low ball offer, which is understandable as even a low-ball offer could be life-changing for quite a few.

But still, I dare to dream big, I want HEMOGENYX to become a major in its own right.

But it will be a long road.

Although HG-CT-1 has not officially been proven up, then in my view I consider it to be, based on the limited information that has been released.

However, I can't say the same about CDX and CBR with certainty.

(I want it to be the case and think and hope it works, but we have no phase 1 results on these 2 products)

Which means neither should any majors have.

Hence why they would not pay what they are worth, should they do as it says on the tin.

Hence we are not getting optimal value.

Unless Mr Sandler says that an offer is in the best interest of the shareholders and the best way to get all the products out to help mankind fast then I would be inclined to vote no to any offers from a major.

Much rather go it alone.

But I'll be top slicing along the way.

HG-CT-1, showed very positive signs in the mice with a humanized immune system that the company created.

We are talking cancer free mice.

The big question was, was it safe for humans and would it work, would it have the potential to eradicate cancer in humans too.

YES, it is safe.

No RNS' have been released stating otherwise.

Patient 1, is still alive 7 months after injection.

FDA, granted permission to commence with Pediatric trial, based on information from just 2 patients.

Patient 3, after 28 days, no sign of cancer cell according to standard testing.

And I think it is fair to assume that standard testing is of a high caliber.

Every day that goes by with no negative news regarding the health of the patients proves the efficacy of HG-CT-1 in my eyes.

My it long continue.

@10xthat

The easy answer is NO.

When it comes to investing there is always the risk of loosing every penny you have invested.

ALWAYS

That is the nature of investing.

Read the RNS'

See if you can find online interviews with Mr Sandler.

Make your mind up if you dare trust him. And the companies candidates.

Make you mind up regarding their potential.

Do you dare to believe that when CBR works against Ebola in the lab, it will also do so when we come to human trials.

And the same for the cancer potential that CBR has shown to date in the lab.

Do you believe HG-CT-1 works based on what has been announced in RNS' and movements by MD Anderson, FDA, and recent actions in Estonia?

Do you believe HG-CT-1 validates CDC

What value do you feel CDC should have if it does what it says on the tin.

Do you believe that a candidate will be JV'ed or licenced or sold or kept in house as a nice money earner?

Are you willing to stay and take a chance that CDC and CBR works.

If they do, do you believe and hope that HEMOGENYX have candidates that can propel it into a new major pharmaceutical company.

I have made my bet, I believe and hope HEMOGENYX can become a major.

Years and BILLIONS, that is what Mr Sandler once said.

If you believe it will be worth billions, sub devide the number of shares you expect to be in circulation with the billions you think is a reasonable value, and you got your share value.

Last time I failed a bit with that, I reached the conclusion that 400 dollars or Pounds would be an INSULT, a smack in the face.

Investigate and let us know what you think this could be worth if it does at it says on the tin.

@JustHeteForHemo

So true, so true.

The disconnect between our current price and the potential is insane.

But no news there, we should be used to it.

It's been like that for a long time.

I take it, we are quite a few who have been believing it to be the case for years.

But it is no longer a question about believing in HG-CT-1.

It is proven to work.

And everyday that goes by, proves up not just HG-CT-1, but probably also the concept of CDX.

CBR, has been looked at in a government lab for a long time, if I'm not mistaken.

And HEMOGENYX have recently decided to use funds on CBR again.

And HG-CT-1 is soon-ish going to be administered in Estonia and we will gather meaningful data and there will also be an income.

Pediatric trials are soon to start at MD ANDERSON, and that might open up some funds.

Funds that could be used to develop our HG-CT- product into a HG-CT-2 etc, as the first version has limited applications.

New versions might fight AML better, then again CDC might do the whole job.

Bottom line is, HG-CT-1 works, it is now proven, it is no longer just hope and believing and wanting it to be the case.

It means the future is bright.

Dilution can be kept down, with income coming in from Estonia and hopefully forum funds that will be unlocked as pediatric trials progress.

@Bainbo1

Mr Sandler once said: "Years and BILLIONS"

I am unsure if this was related to just one specific product or the 3 products in the pipeline.

But the point is that it was in plural.

Not a Billion.

But BILLIONS.

If we assume 6 million shares in issue and the lowest possible plural possibility, namely 2 Billions, then it equals 333 per share.

That might be in US Dollars or British Pounds, you take your pick (I suspect it will be Dollars, unfortunately:-(

If an offer came in for HG-CT-1 for 2 Billions, I wouldn't call it an insult.

If on the other hand, a company offered 2 Billions for HEMOGENYX, including CDX and CBR, I most definitely would call it an INSULT.

I have no idea what the value of CDX is.

But my understanding is that it is designed to have a broader application then r/r AML, and if I am right in that and it works against the more "ordinary" AML then it certainly becomes more valuable then HG-CT-1 (which hopefully will not be sold for less then 2 Billions, and if you ask me, hopefully not sold at all)

Our third candidate, CBR.

If it does what it says on the tin, it is worth way beyond 10 BILLIONS.

As it works against known viruses like Ebola, Zika and Marburg, just to mention a few.

The potential to quickly adapt it to work against disease X, wow.

I just mean wow.

What did Covid-19 cost the world?

Not saying that CBR is worth what Covid-19 cost the world, but it is at least worth a couple of fractions of it, which makes it very valuable.

Not to mention it's potential against certain cancers.

All in all, if all 3 candidates in the pipeline does what it says on the tin, HEMOGENYX has the potential to become one of the major pharmaceuticals value wise.

Selling the company for a measly 333 a share, everyone contemplating that should be ashamed of themselves.

Don't sell a once in a lifetime opportunity for peanuts.

Top slice, sure.

But there is a difference between taking some of the cream of the top and selling out for peanuts.

Onto pediatric treatment now.

That is awesome news.

Let's hope it saves many lives and at the same time is easier going on the body then the conventional treatments out there currently.

Wouldn't that just be awesome.

But another awesome and financially rewarding information piece of information from today's RNS is the following quote:

"but also underscores the value of the Company's strong intellectual property portfolio, which underpins our pipeline and supports long-term growth."

This must be a reference to CDX.

Which is according to my understanding a more of the shelves treatment that works against the FLT3 expressed on some cancer cells.

I assume this is what is being underscored by HG-CT-1.

If that is the case, the next positive news we get might not be regarding HG-CT-1, but a JV regarding CDX.

For me, it is absolutely wonderful to be in a share that treat serious illness, maybe even cures it and make money at the same time.

Wish everyone on this board had the same mindset instead of wishing maybe even working against that goal.

@Hulver

Thank you for uploading the posts so quickly, I am glad to see I have not missed anything.

I ran 2 of them through Ai a couple of times, and it obviously cannot comment on a webinar as the info is not available, but it found that the was a huge chance of a misunderstanding having happened (expressed or misheard)

Here is part of what Ai had to say:

"Hemogenyx’s research shows two different, promising ways to get their Chimeric Bait Receptor (CBR) into immune cells — but they’re not the same thing.

Hemogenyx has shown in the lab that if you take a patient’s blood stem cells (HSCs), genetically modify them to produce CBR, and then transplant them back, those cells can become microglia in the brain. Those CBR‑armed microglia could potentially find and eat brain cancer cells or harmful protein clumps. This HSC→microglia route is a plausible method for delivering CBR across the blood–brain barrier and could provide long‑lasting, patient‑derived therapy.

Separately, Hemogenyx has developed lentiviral methods to get CBR into myeloid cells (macrophages/monocytes), which looks promising for respiratory or local airway targets. In principle, intranasal (nasal spray) delivery can target nasal or lung myeloid cells — and might reach nearby brain regions in limited ways — but that is fundamentally different from the HSC transplantation approach and is NOT shown to be a realistic way to treat established brain cancers across the brain.

Bottom line: the company’s RNSs support that CBR can be delivered to the brain via HSC‑derived microglia, and that intranasal delivery can target airway myeloid cells. They do not provide clear lab evidence that a nasal spray delivers therapeutic CBR throughout the brain to treat brain cancer.

@Pawnking1

Are you sure about a nasal spray against brain cancer or any cancer for that matter.

Am I the only one to have missed out or forgotten about that?

I thought the nasal spray was only against various viruses, like Vivid, Ebola, Marburg etc

Can anyone please direct me to the interview or RNS about a nasal spray against cancer.

Much appreciated.

@Haywain

Hear hear.

I, 100 percent agree, we are privileged here in the UK and in many other European states.

Correction to two sentences in the post to davie_b:

"And we unite frankly that is still way to cheap for CDC and especially for CBR, if it does what it says on the tin.

90 quid a share for HG-CT-1 on its own and I start to get you, that would be to bad a deal."

It should have said:

"And QUITE frankly that is still way to cheap for CDX and especially for CBR, if it does what it says on the tin.

90 quid a share for HG-CT-1 on its own and I start to get you, that would NOT be to bad a deal."

@JustHereForHemo, regarding your 16:54 post where you said among other things:

"

I would genuinely appreciate people who are less optimistic explaining why people would chose death over enrolment in this trial if they have no other options?"

If 300.000 was a drop in the ocean or just a sum that would mean little to me to spend, then sure I'd gladly pay, even if it only gave me 7-8 months extra life (but in good condition)

If 300.000 on the other hand would mean re-mortgage the house, causing financial concern (a main reason for divorce) or in any other way cause financial hardship for my partner, should I lose my job as a result of the illness or in case it does not cure me (but prolongs my life significantly)

Well, I would not put that burden on my loved ones shoulder.

@davie_b

Tempting as it might be for many to accept 90 quid a share, I hope most would vote a resounding NO.

Mr Sandler once stated "Years and BILLIONS" both are in plural, and for good reason with our pipeline.

Billions should indicate at least a sum in the region of 350-400 depending on the number of shares in circulation.

And we unite frankly that is still way to cheap for CDC and especially for CBR, if it does what it says on the tin.

90 quid a share for HG-CT-1 on its own and I start to get you, that would be to bad a deal.

Although I would hate to see it leave the family.

I could do with some further explanation.

For arguments sake, if we say a trading was 10 hours long and the number was 0,20 and not 0,18.

Would it mean it was 1/5th

I'e, it would take 2 hours to buy the shares back?

From today's 0700 RNS

"permits the use of certain advanced therapy medicinal products ("ATMPs") that have not yet been authorized for commercial marketing to treat an unlimited number of patients, subject to sufficient preclinical or Phase I clinical trials data. The scheme also allows innovators to apply for reimbursement of treatment costs through the Estonian National Health Fund."

To me a clear indication that the science is solid, the data must be compelling.

We are not just focused on the USA, but nimble and agile enough to seek revenue and opportunities where they present themselves.

I hope this means that we are going to keep HG-CT-1 in house and as the first building block to build a major pharmaceutical company.

But even if that is not the case, we get funds to progress the trials, it's non diluting.

With more data, HG-CT-1 gets a higher valuation, that's good if the plan is to sell, licence or JV the product.

My heart is with keeping HG-CT-1 and where we can start generating cash in the immediate future I see no reason to be in a hurry to sell.

I strongly believe the best starting position to advance both CDX and CBT is to have a proven cash generative product, like HG-CT-1.