Member Info for SocialistB

Sounds like a good investment to me.

Where do I sign up?

@Chris0123

Thanks for the post, it gave gave grounds for some thoughts and I hope very much Haywain will give his opinion.

In terms of the possibility of exceptional circumstances, could it be:

1. The patient faced irreversible morbidity, and no alternative treatment existed and an injection was allowed at a later stage then it would normally be allowed?

2. The FDA allowed the manufacturing process to be changed to address production issues or improve efficiency, with less scrutiny than the original process.

Are they likely contenders for EXCEPTIONAL CIRCUMSTANCES?

At the top of your head, what other reasons qualify?

I'd wish I had the money to join in a meaningful way.

Alas, I don't.

So instead a big thank you from the bottom of my heart.

You put your money where your mouth is.

That calls for respect.

And gratitude, I feel more assured then ever that my investment in this company is safe.

It seems funding is secured for the foreseeable future.

@dhub

Yeah, it was great to get a good RNS regarding the subject, just hours after posting.

But I note with interest, that no date of the injection was given.

And it makes me wonder if pt3 was injected some time ago and we can expect a further good RNS confirming a positive trajectory.

I pay special attention to the 2 following quote's:

"announce that the third patient has been successfully treated as part of the Company's ongoing Phase I clinical trial of HG-CT-1"

And further down

"With this milestone reached, we are well positioned to move into the higher-dose cohort and to open our pediatric arm"

Although not saying to much directly, and therefore being open to potential misinterpretation it is the past tense that gets me wondering if the injection did not happen a while ago.

It certainly would be nice if the next RNS mentions what the positive results of Pt1 and Pt3 are.

Is there a demand by law that it should be announced by an RNS that pt3 has been injected?

If not (and I believe that to be the case) then pt3 could potentially already have been injected.

Wouldn't it be awesome to get a positive RNS from Hemogenyx regarding the 6 months result from pt1 and 14 days result from pt3, confirming the same trajectory.

That would surely shake the market up.

I think the news about the CAR-T treatment for pediatric expansion, which was approved after just 2 adult patients, is really significant. It's a big step forward in treating pediatric AML, and it shows that the company's treatment has real potential.

Even if it doesn't end up being a cure, I believe that the treatment could make a big difference in the lives of patients with AML.

I'm looking forward to the upcoming update on Patient 1, which should happen in a few weeks. (Including turn around time).

Maybe this update could have a positive impact on the stock price, but then again this is Hemogenyx and positive news have historically generally not been accepted well by the market.

Investing in biotech companies like Hemogenyx comes with risks, but I think the current risk level is an opportunity for us to take a position. As Warren Buffett once said, "Be fearful when others are greedy, and be greedy when others are fearful."

I'm hoping that Hemogenyx will become cash generative, receive grants, or even attract an offer from a big pharma company in the near future. The company's innovative approach and the potential of its pipeline ought to make it an attractive partner for many big pharma companies if not directly a target.

And if it's a target, I hope the majority will be voting NO.

However, let's stay positive and focused on the long-term potential of Hemogenyx. The scientists have made some great progress so far, and I think the company has a lot of potential for growth.

We just need some cash, but the BOD has shown in the past that they can stump it up when needed, they have also shown they can cut costs ( my analysis of LinkedIn posts) and that they might generate cash by offering services

Future is bright

I fear that the original Patient 3 was taken to ill before they could be injected.

Hopefully I'm wrong and they haven't had to find a new Patient 3.

But it would be nice to get an update on what's going on.

It's ohh so quiet, that I have to wonder if this is the silence before the storm?

If MD ANDERSON submits an abstract to ASH today, we might hear about it tomorrow morning.

If however they first submit it tomorrow, we might first hear about it Wednesday.

Wonder when the doom brigade will arrive, if we first hear something late or nothing at all?

@Haywain.

I assume it's work-related if you end up going.

But, it would be truly awesome if MD ANDERSON (researcher, Dr. etc) submits a paper and you make a "live broadcast" from the venue here on the board.

It would be my pleasure to buy you a cup of coffee, if we should ever meet up in person, if you do that:-)

A quote from their webpage:

"The 67th Annual Meeting of the American Society of Hematology (ASH) will be held Saturday, December 6, through Tuesday, December 9, 2025, in Orlando, Florida. The meeting will be in person, with a virtual attendance option, however, presenting authors are required to be on-site in Orlando. The goal of the ASH annual meeting is to present the best new basic, translational, clinical and epidemiological research in all areas of hematology. "

https://www.hematology.org/meetings/annual-meeting/abstracts/call-for-abstracts

It would be awesome if MD Anderson submits a paper.

@Hemotruth.

I assume your post is a response to my post on the WARRENTS thread.

I think it is a fair assessment you have made, I am not going to say it is factually wrong.

But I am hoping that it is more of a glass half full / half empty situation.

From my glass half full perspective -

We got money in the coffers when needed.

It was possible for everyone one of us to buy shares at an even lower price on the open market.

That to me are positives.

I do not mind to much if someone has been able to make a profit by investing in a company in which I am a shareholder, with a sum where I can't play ball.

As long as they do not have an ulterior motive of bringing the company down.

Weather that is the case or not is still up for debate, I'm on the fence regarding that one.

So you might end up being right.

But let's hope you're not:-)

More money in the coffer, that is s good thing.

It was a smaller investment and at a premium.

Both good things.

What does it prove?

Well your guess is just as good as mine.

I'm thinking along the lines of smaller overheads (sadly staff seems to have been let go)

That it is sufficient funding to get us over the line, until we get the positive news most of us are so eagerly anticipating.

At which point we will probably experience the biggest dilution we have ever had.

A JV or license agreement is also dilution.

But we will need money to get HG-CT-1 over the finishing line.

Grants (dilution free)

Deal (dilution)

Income from service or product (dilution free)

Placings (dilution)

I hope the most for option 1 and 3.

Regarding option 2 and 4, I'll be happy with the deal that has the best long term prospects.

And, often I think that is placings when needed, to maintain full ownership of HG-CT-1.

But it also most likely the slowest one and for that reason, I could also be very happy with a JV.

If it is on good terms.

Extra money in the coffer, are likely to give us better terms.

As someone said earlier today (Ping, I think it was), every day that goes by with Pt1 and two doing well, is good for us (and them)

How much does it matter?

I guess it depends on the intention of the investor.

Are they here to make a profit in a good honest way, like most of us.

Or are they willing to damage the company and potentially patients in their search of profit, with scrupoulous behaviour.

I hope it is the first.

But in either case, I think a clause ala:

"including a reset of the Exercise Price if the Company completes a share issuance (or other transaction granting rights to subscribe for equity securities) during the Exercise Period at a price lower than the Exercise Price."

Should be incorporated by law into any issued warrants.

Only fair to investors who parted with their money at an earlier stage and at a higher price.

Not great for the coffers if the companies, but great for investors as a whole as in my view it add fairness to the whole raising capital thingy bob.

Warrants with to high an issue price won't be executed, so no money coming into the coffers that way, anyway.

So in the name of fairness, I see nothing wrong in such a clause and as stated, I'd wish parliament would make it law.

@Haywain.

Thank you for your input.

Point taken, I am happy to stand corrected.

With that in mind, let's hope more then ever that MD Anderson do submit an abstract to ASH, if they have not already done so.

Will we be informed by an RNS today or before the end of the month, that Hemogenyx have submitted an application for the Congress taking place in December?

It is not exactly price sensitive information in itself.

Hand on heart, I woke up this morning hoping to see a red dot and the announcement of the above, but that was probably to much to wish on a Monday morning.

And I assume significantly more expensive then anytime later.

Question is if we can expect a submission based on data from only 2 Patients?

Talking about which, I expect news about Patient 1 in less then 4 weeks, when we reach the 6 months milestone.

I'd be fine with another placing in this region.

However, with the recent cost-cutting measures, a placing may not be necessary to get Hemogenyx beyond 6 months with Patient 1.

After which, with good results, we could potentially get a good JV or, even better, non-dilutive funding from a charity or government body.

So another placing does not face me.

However, if needed, it may be best to wait until we have the positive results that many of us are expecting, as I hope this will have a positive effect on the share price.

Then again, this is Hemo, positive RNSs do not seem to have the desired effect:-)

Monday 24 February 2025 @ 0700 it was announced:

"Hemogenyx Pharmaceuticals plc (LSE: HEMO) is pleased to announce the administration of its first-in-human dose of HG-CT-1, its proprietary CAR-T cell therapy, for the treatment of relapsed or refractory acute myeloid leukemia (R/R AML) in adults. This marks a major milestone in the Company's clinical development program, demonstrating progress toward delivering a potentially life-saving treatment for AML patients with limited therapeutic options.

Further updates on the clinical trial will be provided in due course."

A Monday 0700 RNS must mean that the latest they could have injected was Friday 21-2-2025 and maybe even earlier (and I assume that to be highly likely)

In other words we now definitely have 5 months behind us, with PT 1 , presumably doing well, as we have not heard otherwise.

And we have already entered the 6th month.

We could very well expect further updates in 3 to 4 weeks.

And maybe even before.

Exciting times ahead.

@Kingpin25

"Secure funds and get away from the placing history of the past. "

Sounds like a good idea, as it has without a doubt led to the share price being where it is today.

But a JV is also a dilution.

So the question is what dilute us the least.

And maybe it should also be: is it not worth to sacrifice a bit more equity to get to the goal faster?

We are now at an advanced state, maybe placings could get us over the line (phase 1)

But any kind of deal that would secure 10 million for 10 percent of HG-CT-1, I would consider a good deal for both parties at the advanced stage we find our selves nowadays.

What would others consider a good deal/ bad deal, because if the percentage is to high, it does become a bad deal and continuing with placings a better one.

Part 2

Did not get to submit that correctly.

Conclusion

The G-Rex grant awarded to Hemogenyx Pharmaceuticals is part of a broader trend where funding from ScaleReady and its partners has positively impacted the operational capabilities of various companies in the CAR-T space. While specific share price changes for Hemogenyx and other grant recipients are not detailed, the overall sentiment in the market tends to favor companies that secure such grants, often leading to increased share prices as investor confidence grows.

Impact on Other Grant Recipients

Notable Grant Recipients and Their Projects

Immuneel Therapeutics: Awarded a $150,000 G-Rex grant to enhance CAR-T cell manufacturing in India. This grant supports the development of a scalable production process at their GMP facility in Bengaluru.

University of Southern California (USC) and Children's Hospital of Los Angeles (CHLA): Received over $1 million in G-Rex grants to advance various CAR-T and solid tumor therapy initiatives.

A2 Biotherapeutics: Awarded a $300,000 G-Rex grant to develop a G-Rex-based production system for their CAR-T therapies.

Share Price Impact Analysis

While specific share price movements for each of these companies post-grant are not detailed in the available data, the general trend for companies involved in CAR-T therapy and related technologies tends to be positive following grant announcements. Here are some insights:

Increased Investor Confidence: Grants often signal validation of a company's technology and potential for future revenue, which can lead to increased investor confidence and a subsequent rise in share prices.

Market Trends: The CAR-T therapy market has been growing, with increasing demand for effective cancer treatments. Companies that secure funding for innovative therapies typically see a favorable response from the market.

Historical Performance: Companies that have received G-Rex grants in the past, such as Immuneel Therapeutics and A2 Biotherapeutics, have reported advancements in their manufacturing capabilities, which can lead to improved operational efficiency and cost reductions, further enhancing their market position.

Conclusion

The G-Rex grant awarded to Hemogenyx Pharmaceuticals is part of a broader trend where funding from ScaleReady and its partners has positively impacted the operational capabilities of various companies in the CAR-T space. While specific share price changes for Hemogenyx and other grant recipients are not detailed, the overala

Chat privately with GPT-4o mini

Search

Stop generating

Stop generating

GPT-4o may display ina