Member Info for stu485

We’ll see!

Mr I ,

I think we could see a significant bounce back up within the next week or two but for a completely different reason.

Thinking about the clinical hold RNS , the subsequent VS interview and the current SP, i think the company may well put out an RNS reach to clarify their position prior to a full RNS communication on IND progress at a much later date.

From Hemogenyx perspective, I believe the company, (now with the benefit of hindsight),would have preferred their clinical hold RNS to be more open in outlining the FDA concerns to better demonstrate to shareholders they’re not insurmountable.

We know the company has made frequent use of RNS reach and it is the appropriate method of delivering such a further message, should they wish.

Many criticize the company for apparent poor business acumen but i think they’re quite savvy in these matters and would not be so supercilious to overlook the opportunity to lift the SP.

So I’ve put my money where my mouth is and just averaged down a little on my expectation of an imminent and positive RNS reach.

I could be completely wrong and they may maintain a defiant radio silence to mine and others increasing cost.

I know the ramp gang will now rush to call me a trader, I’m categorically not, but i do see this particular potential opportunity as relatively short term for the reasons i and others have previously mentioned.

We shall see.

AIMO

HH,

I think you meant 95% !!

Mr I,

It’s clear from your posts the desperation you feel in your investment.

Whilst i am sorry for you and your financial position,I’m not going to apologize for being able to understand and interpret plain English.

I think you should filter me for your benefit.

Whilst i remain suspicious of the authenticity particularly given the timing of release and inconsistencies in stockholding , for argument sakes, let’s take it all at face value and consider the content.

There is a positive within, that being a statement that Car-T will progress to clinic.

There’s also a negative.

The statement of, the Major concern is being addressed.

Why is that a negative?

By implication there must be more than the Major concern to attend to, ie more FDA identified deficiencies than the one.

It’s really important to understand this point!

The FDA review of Hemo’s response to the deficiencies letter will only start on a submission of a “Complete Response” to ALL the deficiencies raised.

For me the concern remains completely unchanged by the information in the post, that being ;

Time line to CH resolution, associated cash burn and advancement of competing treatments.

In summary, nothing new and still no timeline but don’t panic !

I’d add a note of caution.

The correspondence would legally be considered private and not within the public domain .

The company communication within the public domain,the RNS, makes no mention of confirmation Car-T will progress to clinic.

I wonder why the difference!

AIMO

Diggit,

Yeah you’re correct, they don’t know the real reason for the CH even though the FDA procedures is to advise it ahead of CH!

AIMO

HH,

I’m glad you raised the notion of equivalent Biotech and mCAP’s.

I was going to take this up with JFH but he ran away before i could !

The ramp gang would have you believe Hemo’s mCAP is disproportionately low when compared with equivalent Biotech’s.

The problem is their stated equivalents are not!

For example .

One of the ramp gang posted on Caribou Bio and to consider their mCAP as an equivalent.

Have a look for yourself, are they ? $230m in the bank etc.

It’s one of the gangs goto ramps suggesting the mCAP should be much much higher and they do so because they know it takes some effort to disprove.

So, should any of the gang use the attached industry best practice valuations calculator and demonstrate i’m incorrect in the above , i will apologise to all on this board.

Watch out for the mCAP trap !

https://www.toptal.com/finance/valuation/biotech-valuation

https://investor.cariboubio.com/news-releases/news-release-details/caribou-biosciences-reports-first-quarter-2023-financial-results

AIMO

O2O,

Good research.

Presently not the result anyone wanted and thoughts to the family.

I suspect a little market negativity rubbing off on Hemo’ even though different Car-T targets and technologies.

It tragically highlights the desperate need for AML treatments.

Come on Vlad get that RNS out !

AIMO

Mr I,

The solution to Hemo’ being a “Joke of a stock” as you so poetically describe, (not my belief!) is very, very simple and completely within the control of the company, as previous;

“The only way this will rise or even stay above 1p is where the company issues an unambiguous RNS to communicate why they’re confident in addressing the FDA concerns and that a Complete Response will be made this summer.

Until and unless that happens, I foresee a continued slide regardless of any other news. “

AIMO

Mr i,

Sorry but you’ve missed the point again. Will leave it there as your understanding seems limited.

Charles,

I absolutely agree!

In the scenario where Hemo’ received a CH following IND submission without any interim correspondence, then i would be disappointed but sat quietly and patiently in the waiting room with you and others.

However, that’s not the case and so make no apology for highlighting and do not consider it at all a de-ramp.

The repetition only made as others keep making mistakes (knowingly or otherwise) on the facts of the IND CH.

AIMO

Diggit,

I’m afraid you’re factually incorrect.

The FDA standard procedure is to communicate the issues to the sponsor and offer opportunities to respond and resolve, prior to issuing the CH.

The company understands the issues, they must considering both the above and the fact they’ve mentioned confidence in addressing the concerns.

Should the concerns be quickly and easily addressed , then a “calm and mature” business would have already publicly communicated the same.

I do however agree, should the FDA concerns be wide ranging and complex, then it would be advisable to wait for the 30day letter of deficiencies to be properly considered.

Do you now understand why no news is bad news !!!?

AIMO

HH states,

“HEMO are damned if they do and damned if they don't “

Really!…Utter rubbish.

They had to RNS the CH. No choice in the matter.

They have not communicated the reasons for the CH, as they do have a choice.

Nothing of substance was offered in the interview, much to the disappointment of investors.

HH, You need to wake up and smell the coffee!

AIMO

HT,

Glad you’ve changed your opinion and thanks for the good wishes.

HT,

Still trying( and failing !),to play the man and not the ball .

Turnaround and check out the own goal behind you !

“The only way this will rise or even stay above 1p is where the company issues an unambiguous RNS to communicate why they’re confident in addressing the FDA concerns and that a Complete Response will be made this summer.

Until and unless that happens, I foresee a continued slide regardless of any other news. “

AIMO

Mr I,

My “ negativity “,..let’s examine that.

I’m highlighting the company’s lead product, some might view the only one with potential value , is on FDA Clinical hold .

The company know why that is but are presently unwilling to share publicly .

So, Lead product, we don’t know what the FDA concerns are, we don’t know if they can be addressed, we don’t know the time frame and we don’t know if it’ll be all irrelevant should the potential treatment be leapfrogged by competitors.

Sorry for being negative!!

AIMO

Charles,

We agree to disagree…again !

Your argument depends on belief in the value of CBR.

I suspect we have very different views on that!

Mr I ,

Should the company maintain radio silence as to the FDA concerns and time scales to Complete Response, which you’re correct, they can, then I’d suggest that would speak volumes as to the actual magnitude of the problem(s).

AIMO

Brendy,

I suspect not many LTH’s have sold up yet as they’re still reluctant to crystallise the loss on their average.Mr I etc.

With no news from the company on the FDA concerns with their lead product, I suspect more will slowly and grudgingly accept both the facts in front of them and the financial loss and sell.

The only way this will rise or even stay above 1p is where the company issues an unambiguous RNS to communicate why they’re confident in addressing the FDA concerns and that a Complete Response will be made this summer.

Until and unless that happens, I foresee a continued slide regardless of any other news.

AIMO

Tuan6,

I think you’re now acting with a trading agenda.

Good luck.

AIMO

Shunt,

Unlike many here i think Tuan6 probably knows his stuff when it comes to trading.

I’m not so sure he’s up to speed with the science and risks in gaining FDA clearance, so unfortunately…not going to happen unless the COMPANY convinces me.

AIMO

PB,

Any serious shareholder should be completely obsessed in gaining insight to the questions posed above.

I doubt the motivations of any who say , let’s just wait and see, when posts have clearly highlighted the potential risks in a lengthy delay (not just mine) and when considering the company has presently decided not to share the FDA concerns.

AIMO