Member Info for solow

Seems like more than a few balls were dropped here. The handover to Made has not been without significant delay. Frustrating but I think of it like this. All the balls that matter are still in the air and if all the other non science balls were still in the air then this company would not be valued so low. And thankfully there are plenty of funding options in the background.

An investment in Hemo is all about the science. Funding is not as issue at all. The risks are in the science and technology and the results. My view is that we probably need 2 more patient results at the 4 week stage to further test safety, and efficacy to a lesser extent. This should then lead to a formal write up. Which will then lead to formal expressions of interest from big pharma. So one can take a view based on current results how this will pan out. IMO of course.

I have no doubt that the majority of these negative posts are driven by a desire to manipulate the share price lower. Such amounts of time dedicated purely to driving the share price lower can only be because someone wants to get in cheaper and own this share. The more these manipulators rant on, the more i am convinced of the value in Hemo. Funding is not a major risk and the clinical results are excellent. The share price will be multiples of this within months. Anyone would be crazy to sell.

you are a ****roach aldebaran. a variery of reasonable reasons for holding of on another funding round spring to mind. one is that funding needs are not known because of possible upcoming revenue streams. another is that there are multiple assets off which to raise finance and that these assets are rapidly evolving. we can all see the increased interest in this company's share. this is a different company now. vlad doesnt communicate like he should and he does drop the odd ball. however, the assets are quite probably worth in the billions. i always buy on the dips and i now have 67k shares. and i am in long term. so i ignore short term noise in my own account. but you are a ****roach to spend so much time undermining what is a truely noble effort to defeat this form of cancer.

Aldebaran, you really should check your moral compass. You clearly have a sizeable ego to feed but why pick on a company that has done a lot of good already and have the potential to do a huge amount more. To what end? Your success is reliant on this company failing. You should be ashamed of yourself. I am an investor and I do want to note that I disagree with most of your assertions anyhow. This isn´t the best run company by any means, but I believe in the science and that the company deserves every chance to succeed.

Re Celtic, what a nonsense post. You either explain a fundamental or technical view of the share price but please dont muddle the 2 together and hope for some logic to emerge.

I agree with Aldebaran to an extent. I have a fair bit invested here in Hemo because of the science and with regard to the funding issue, I can see the placings are being absorbed to some a large extent on some decent buys on the back of positive news. Not without pain but thats the only choice seemingly the company has. On the funding side, I do wonder why Hemo isn´t pursuing a CLN arrangement. With massive upside supposedly around the corner, this is precisely the time to do it. Once burnt, forever shy may be the case here.

So still a lot of risk here and I am waiting on news to get in more. But in sitting fully on the sidelines, there is the risk of missing an immediate re-rate on the back of a big pharma deal. And with the value Hemo offers in other areas besides Car-T, I think the returns are to be had, now.

Stu,

The response from Copilot is

"Complete remission (CR) in relapsed/refractory (r/r) AML after CAR-T therapy is possible, but it’s not yet common—at least not in the way we see with CAR-T in B-cell cancers like ALL or multiple myeloma."

Why are you correct and Copilot isnt?

Stu,

I dont understand your point here.

You post an example of an early stage Car-T AML trial that shows early efficacy and CR. Except this trial was SUCCESSFUL and went to Phase II trial.

To make your point, shouldnt you point instead to an early success in car-T AML trial that subsequentñy FAILS?

Myself, I take great comfort that the this trial in China is successful to date. Every chance for Hemo to succeed.

For sure this is an impressive achievement on such a constrained budget. The issue overhanding the company is that existing shareholders are giving away over 10% of their shareholding with every equity raise (I include warrants in this 10% calculation). And one can be almost certain that there will be another equity raise within the next 2 months. That´s another 10% we LTH´s will pay into the pot.

We also know that the share price won´t be going up for a while due to the shear number of shares up for sale.

I think this company is still cheap but I can understand why there isn´t a flood of incoming investors taking up the shares.

Stu, I disagree. Even in its current state Hemo has value. Of course it does. The only question is how much.

JHFH has put together a reasonable looking valuation based on the different pipelines and other assets.

The value will increase or decrease as the value of the various products, and quality and quantity of funding, becomes clearer.

But to argue there is no value in Hemo until commercialisation is ridiculous.

I am minded to agree with JHFH that the price is low because of this overhang. The larger than normal volumes today most of which were buys, one of which is mine, barely nudged the price. Seems as good a time to get in as any.

IMO the threat of another highly dilutive funding is keeping the SP down. The funding issue should be resolved. But also the removal of Peter Redmond, and the appointment of someone with a strong financial background, will go some way to restore confidence. Yes, it will cost money but if it helps bump the SP then the next raise will cost far less.

I dont understand why people here are focussed on a delay for patient 2. For patient 1 the time between announcement of recruitment (Jan 8th) and treatment (feb 24th) is 47 days. Yet days passed since announcement of patient 2 recruitment (mar 17th) is 44 days as of today. So i dont expect an announcement as to treatment until next week. Please let me know what i am missing here.

Can anyone find todays report on the Hemo Investor site?

I have read the boards for many years on and off. One problem is that anyone with a contrary view is called a moron and shut down. How is that good? This why i hardly ever contribute.

In share investing one should always make worst case assumptions. The problem with people like Saint, and why he loses his money, is because he doesnt want to discuss worst case scenarios. He only wants to discuss how much money he will make. I am grateful for people like him on the markets.

Saint,oh so you think they have job security now?! I bet most of them have one eye on the door. Please dont be naive.

Vlad must now reduce his and other salaries in exchange for share options. This should have happened ages ago

He seems as pleased with the progress of the trials as he is with giving giving so much of the company away at such a low price. By this token, this must then mean the drug has failed miserably. Oh well. Seriously though, how can anyone state that they are pleased with this fund raise. Calls into question his honesty and judgement. I therefore dont trust him when he says the trial is going well.