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JFH,
Ok you’re correct and therefore ,the market continues to be wrong .
The market being wrong due to lack of PR and other spurious reasons you claim.
How many more years do you think it’ll take for the market to catch up and ratify your opinions?
It’s been at least three years that professional investors have held a different opinion to yours!?
AIMO
JFH,
“Peer Valuations”…now that really is as this thread title!
Your obviously welcome to your opinion on valuation.
Please let’s not get into that silly game of making valuations based on other Bio’s which upon deeper investigation are not at all similar. Played that game with you and others many times.
The current value is today’s closing SP and that’s FACT not biased opinion!
AIMO
JFH,
You have offered an opinion on Value.
That’s all fine BUT please stop trying to convince others your opinion is actually factual truth…it’s not !
The risks in this specific AML clinical trial field are greater now than when Hemo’ first set upon the path & the costs associated are greater.
A small Bio with encouraging phase2 AML trials and yes at that point , your opinion on value i’d agree with .
Until, it’s just your opinion and let’s be blunt, you’ve been very wrong in the past.
AIMO
“Amplification” CH RNS is the word to ponder.
I believe Hemo’s proposed method now not the most popular within scientific community & potential investors. Within an already high risk and particularly high failure rate AML clinical trial arena.
Leads me to conclude a very significant fund raise necessary and coming. Historically they’ve been diluting.
Maybe this time existing stock holders will get a break!?🙏
AIMO
JFH,
Well it seems you were wrong…again !
I believe the impact of the FDA news will be long lasting and significant. The industry press appears to agree.
Having arrived at my conclusions on the above , my focus now shifts back to the company statement of expecting to be Phase 1 clinical before the end of the year.
I’m expecting the company demonstrate the integrity and openness on this “expectation” as they did for example, in clearly advising the risk of a dilutive placing to all, within the half year report . Remember that , you said it wasn’t mentioned!!
This would require a communication on or before Monday advising either Complete Response submitted OR a change in their expectation of Phase 1 clinical.
I’d suggest this most likely the next catalyst for SP.
Separately, good news for you, I’m off !
Shortly I’ll be overseas and off-grid for extended periods ( yes make your jokes) .
So goodbye for a while and a genuine good luck all.
AIMO
JFH,
I don’t disagree that presently the target Hemo’ has adopted is not one of those highlighted by the FDA , and i never said it was ! Highlighting the most relevant news item to this board does not automatically prove any underlying sinister motives as you’ve suggested.
I’d suggest your being overly defensive and selective in your conclusions , the below extract sums up why.
“The FDA has determined that the potential risk is applicable to all currently approved CAR-T therapies, as T-cell malignancies have occurred after patients received several different products. The FDA is now weighing potential regulatory action—even as the potential risk of developing secondary cancer is already included as a class warning on the labels of the CAR-T therapies.”
Let’s see how the market reacts as an indication of which opposing opinion is more accurate rather than trade further posts on the subject .
AIMO
HT,
I’ve learnt the lesson of some here trying to determine my trades and making false allegations against me based on what they wrongfully estimated their timing, to not disclose anything on my share holdings again.
So no, i will not be disclosing as requested, sorry.
I think your implying I’m trying to create negativity where it doesn’t exist?
Believe me this breaking news of the FDA concerns , is BIG news for the entire industry and all who are investors in Car-T developing Bio’s should be aware.
Again, let’s see how the market reacts as a measure of the relevance or otherwise.
Good night and good luck.
AIMO
JFH,
I know you’re having a bad day and really have no desire to make it worse but …i think you’ll find the FDA concern is reverberating through the industry and not confined to any one target.
I’m sure you’ll contest , so I’ll leave it there.
Let’s see how the market reacts tomorrow.
AIMO
Just checking stateside on some other Bio’s and many getting hit by this today !
Maybe this is the reason for the Placing !?
https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-investigating-safety-risk-car-t-cancer-therapies-2023-11-28/
AIMO
Cyrox,
Wasn’t the thought of a dilutive placing today, very stupid only hours ago, according to the wise on this board !?
Those “wise” suggesting that a low value raise ( such as today), won’t be sufficient to put a dent in what’s likely needed, so why is that no longer the case !?
AIMO
JFH,
Strange how you know this when earlier you were adamant a dilutive placing at this juncture was next to impossible!?
Why should we not expect the same again, possibly within the year?
I suppose you realise many will now consider your opinions on funding …questionable !
AIMO
Mr I,
You’ll only need to wait another 4 trading days max, to make a properly considered view on the Science and the man.
In the meantime, two things.
1. I have not nor will not try and pump this stock.
You need to fully comprehend my posts, presently you haven’t.
2. The difference between a Trader and LTH is simply a time horizon, nothing more or less. Think about it before you repeat your negative views of traders.
AIMO
HH,
You’re correct.
The market has been advised , the company-expectation is to be clinical before year end.
For this statement to still be true and reasonable, as of the 1st December, the company must submit their IND Complete Response OR advise a change in their expectation of being clinical this year .
Given the placing details of today, i think the later is now the much more likely scenario .
So, there’s your “what next” JFH!
AIMO
Tilly,
Actually it was a “Superb” RNS, as you stated earlier.
Obviously to know that from a scientific perspective, you’d need to understand the probability of the “potential”mentioned, actually being realised.
Although you make no mention , I presume you must understand the science of such probability and that’s good enough for me .
AIMO
GLA
I see CBR being put to good use , well done.
Personally, my focus is on the lead product and conformation or otherwise of Hemo’ Car-T Complete Response being submitted to the FDA this week .
AIMO
GLA
JFH,
I have highlighted the RNS company statements/wording and have no inside information.
“further funding will be sought by the Company PRIOR to the commencement of the Phase I clinical trials”
If it’s the company expectation to be clinical within 23, as stated , then it’s reasonable to conclude the further funding would also be within the year.
AIMO
JFH
Sorry but you’re wrong as detailed below .
Half year RNS ;
“The Company cannot be certain that such additional funding will be available on acceptable terms, or at all. To the extent that the Company raises additional funds by issuing equity securities, the Company's stockholders may experience dilution.”
So there is mention as above & fund raising will be THIS YEAR , should you believe the company expectation of Phase 1 within 23 !?
AIMO