Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
A patient at a hospital in Valencia might be infected with the Marburg virus.
This article claims it has a 88% mortality rate.
https://www.irishmirror.ie/lifestyle/travel/patient-isolated-hospital-after-deadly-29311841.amp?fr=operanews
We need a positive outcome from the CBR research taking place in the US, ASAP.
In tonight's local news here in London, shortly before 7 o'clock it was announced that the government have a goal of no new Hiv infections after 2030.
That to me sounds implausible, unless you can remove mankind's sex drive.
But, I do believe that there is a good chance that anyone infected by Hiv, can be cured by 2030.
And my favourite contender is much to everyone's surprise in this forum CBR:-)
Wonder if the UK government have heard about HEMOGENYX and their promising CBR technology?
@Pumpky, as long as you have no plans to leave your earthly shell behind anytime soon, I am sure you will experience 10 pence soon.
But when, now that is a good question.
It won't happen until the wider market gets an appetite for what HEMOGENYX has to offer.
When will that happen?
Good question, we should already be there in my view.
(Which, is obviously totally unbiased:-)
@JustHereForHemo and HerforHemo, fair point. If we are working with the US government and CBR proves a success, then there might be a different kind of funding coming our way.
Funding with very deep pockets and the ability fast track CBR.
And yes, that would indeed make the 4 million from New York look like pebbles.
@Gheko, don’t get me wrong. It would be nice to reach the same height as Novacyt around the 11-12 pound mark.
But is that even realistic?
There are for and against that question.
I do not think Novacyt breached the 1 Billion mark when they were at their highest, because they have less than 80 million shares in circulation.
Hemogenyx, on the other hand have over 1 Billion shares in circulation and a price in that region would but us at a market cap of over 13 Billion pounds.
So, unlikely to happen, from that point of view.
On the other hand, CBR reaches a much much larger market then Novacyt’s candidate would ever be able to, so when the market and the hoard discovers that, who knows what can happen?
Mr. Sandler have indicated we are likely to be worth Billions in the future.
If we get a successful CBR, I believe that to be true.
And surely, if CBR is as successful as we hope, then a meagre 2 Billion will not cut it.
So, does that rule out a share price north of 10 pounds, if you are patient enough?
Well that depends on a lot of things.
How much dilution do we have to go through to prove up CBR.
What kind of license deals can we get with our partners, as it does not seem like Hemogenyx is going it alone (and that can be a very smart move)
What is the profit margin going to be?
Will Hemogenyx be taken over by the US government under one of the military rules that allows the government to “forcefully” acquire a strategic and very important company?
There are many IF’s, but if they all work out in our favour and we are patient enough, I truly believe that we will be able to sell some of our shares in the pound category and not just in the pence category.
@HereForHemo, thanks for the summary.
It's the date of the 21-3-2023 that concerns me a bit.
My hope is that as soon as we get positive results (if we get positive results), who am I kidding, of course we do:-), we will see funding coming our way ASAP and that we won't have to wait until the 21-3-2023 simply because that date was decided upon at some point.
That approach would just lead to wasted days, and we can hardly afford that if we are in the beginning of what could become a new pandemic.
So, I am pleased that HEMOGENYX raised 4 million recently and stated among oter things it was to fasttrack CBR.
Getting a grant of an additional 4 million later on in March, will just be great and a stamp of approval.
With risk of being shot down here:
Mr. Sandler, please put CAR-T aside for now and focus on CBR.
The world might need it sooner, rather then later.
Unfortunately.
Marburg is no longer only confined to Equatorial Guinea but can now also be found in Cameroon.
https://amp.ibtimes.co.uk/first-ever-marburg-virus-disease-outbreak-confirmed-heres-what-we-know-so-far-1712887?fr=operanews
I say, that the world better wake up soon and progress CBR in a hurry.
If it is as good as we hope, and doesn't turn a patient into the elephant man 5 minutes after taking the medication then it most definitely should be out there right here right now.
So, we really need to ensure ASAP that the cure (CBR) is not worse than the disease.
Come on HEMO
@Chris, yes in the RNS released on the 9-1-2023 it states among other things the following:
“Single CBR Can Treat Multiple Viruses…… “
“Among them are Dengue, Ebola, MARBURG, Zika and Chikungunya. These viruses are among the most dangerous to humans, causing serious and often fatal diseases, and for which few effective treatment options exist………”
“The Directors believe that this significant discovery of a single target protein for use against multiple dangerous viruses is further evidence of the potential power of the Company's CBR technology,………”
https://www.lse.co.uk/rns/HEMO/single-cbr-can-treat-multiple-viruses-btbliw44cz9mry8.html
Those new ones, who have not read it yet, most definitely should.
It is my hope that we do not have to wait for funding in America to accelerate CBR.
It’s even more my hope that anyone considering supporting HEMOGENYX financially with a grant is not going to wait for a certain date in the future, just for the sake of it.
We have seen in the past how fast things and the world can get out of control and the financial impact it can have when there is a pandemic on the loose.
So, my hope, is that the world acts fast this time around.
And every day that is not done is a day wasted.
Let’s not wait until it is at our door step and just assume it is someone else’s problem.
In other words, my hope is that government’s and many charities of the world will hear about CBR and say, lets give this a shot.
And rather today, then tomorrow.
CBR might get fast tracked because of this.
https://www.dailystar.co.uk/news/world-news/new-killer-virus-fears-9-29216325.amp?fr=operanews
Question is just how many people will have to pay the ultimate price first, before the fasttracking begins.
In my view, we are already a day to late.
Covid showed us how fast things can get out of control, at least HEMOGENYX have a viable candidate in CBR.
The money that was just raised, can come to good use now.
When you have maxed out your ISA, you have indeed maxed out your ISA for that tax year.
@MrJinx
Yesterday you said: “I’m scoffing at the raise being labelled as a ‘stroke of genius’.”
I get you.
Believe me, it was not my first reaction either, Thursday morning.
But as I was pondering it over, I gradually began to see it that way.
When I, in my shocked state, was fuming for a bit Thursday morning, I was like, why more than a 160 million shares, why not just in the 20 - 21 million share range, so we would land on a big fat 1 Billion shares in issue? (I like round numbers and as I recall it, there is around 979 million shares in issue)
However, if Hemogenyx was to raise 4 million pounds on such a small number of shares, the share price would have to be in the 20 pence region.
For Hemogenyx’s share price to get that high, I assume, all the good news we are we are expecting would have had to be delivered.
Then again imagine that we get a 20-30% fall in the share price from the 20 pence range.
Now that would be a fall of proportions.
That would really, like really hurt a lot of us LTH’ers here.
And there would not be any more expected news, on the horizon in the foreseeable future, to drive up the share price.
That could leave to a further fall in the share price.
So again, something that would really hurt us LTH’ers, but not just us.
It would also hurt many who have bought in all the way up to 20 pence.
And this board would become a true cesspit, like nothing seen before, I am afraid.
So, rather take the fall in the share price at this level.
As far as we know, there has been no change to the science.
And we still have all the good news to look forward to.
2 added bonuses, it qualms concerns about raising cash, but most importantly, from now on and up until the next AGM no new investors have to fear a sudden 30% enlargement of the shares in issue, they know that it can only be enlarged with another 150 + million shares on the current mandate.
That is bound to give a calming effect.
So, in conclusion, I do end up thinking it was a stroke of genius.
What a shocker of a week – but here is a take on why it might not be so bad after all.
What happened on Thursday the 26-1-2023 was a total shock to me and I guess most of us.
I was, and am still, fully aware that Hemogenyx did not have, and still does not have, all the funds needed to progress, all our candidates through clinical trials.
So, it was obvious that Hemogenyx would have to get more money, somehow at some point.
But at no point, what so ever, had I considered, that money would be raised, at 2.5 Pence.
There is just no way, that I saw that one coming.
So, I was shocked.
I was counting on, that the soon to come IND and going clinical, would boost the share price.
I was hoping Hemogenyx would receive a grant to progress CBR, and that it would have a positive effect on the share price.
At this stage, I was expecting / hoping that Hemogenyx would be trading in the 10-15 pence region.
And it was at this point, I was anticipating Hemogenyx would raise some cash on the market.
So, to discover last Thursday, that Hemogenyx was raising £4 million at 2.5 pence, a price that is 4-6 times less than I expected, was truly a shock to the system.
But, when I had cooled down, I started to see the beauty in the manoeuvre.
1. It is not certain that Hemogenyx would be trading in the 10-15 pence region.
2. It is not certain that Hemogenyx will receive a grant to progress CBR.
3. It is not certain that a major pharmaceutical will bid on HEMO-CAR-T.
Now, I expect the 3 suggestions above to happen, but there is no guarantee.
Now, imagine 1 or all of the 3 scenarios above did not happen.
It could have a detrimental effect on the share price.
And as a no income business, it is only hope and expectations that can drive the share price up.
Because there are no fundamentals to do so.
And then there is no more expected good news around the corner.
So, for that reason, it was a smart move to raise money at 2.5 pence
All depending on when they decided to raise the money and started the process, the 2.5 Pence have either been at a premium or a discount.
But, that matters not.
What matters is that Hemogenyx now have about £4 million more in the coffer.
And we can still hope for all the positive news to materialize that we expect to happen in the near future.
If anything, Hemogenyx is now in a stronger position to drive various projects further forward.
So, while Thursdays RNS was a shocker, it was none the less also a stroke of genius.
Bring on February.
@Pumpky, I think it is fair to assume that both run 1 and 2 has been tested.
And been successful.
And then fair to assume run 3 will be as well.
Will a RNS land in a few minutes or during the week?
Either way, I think this week we end higher then last week.
It still beats how come FOMO Friday did not kick in last week.
This week, I am sure it will.
@HereforHemo
Your post at 0021 Tuesday 16-1-2023 was as WaitingRoom say's a perfect post.
What Mr. Sandler and his team has achieved on a shoestring of a budget is none less than absolutely fantastic.
And because of the Hemogenyx humanized mice, I dare believe it will be successful.
A column dedicated to JustHereForHemo and HereforHemo ought to have attracted many more replies in my opinion.
There are many, who over the years have delivered wonderful and insightful essays or comments on this board.
And the two of you have indeed been among those.
I would like to take this opportunity to thank you for the time and effort you have contributed and hope you will continue to do so.
It has been a delight to read most of them.
Thank you.
@Darwen
I am not trying to make any kind of prediction of what the share price will be in the next couple of weeks.
As I simply do not know, when the market will wake up or what appetite it has for the risk profile that is still associated with CBR as it is nowhere near clinical trials yet.
But you're right in assuming that if CBR really works, like in really really works, then I am most definitely of the opinion that HEMOGENYX can be traiding in pounds.
But that is likely to be years out in the future, unless we see a heard movement or a takeover attempt anytime soon.
And if there is ever an attempt on a take over, I beg of everyone:
DO NOT SELL CHEAPLY.
The potential here is massive.
And the hope is that the potential will manifest itself in solid science and safe medication and treatment.
And if that happens.
Wow.
You would not want to have sold your shares for pennies, or at least not too many of them.
@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.