Member Info for stu485

JFH,
So it seems many LTH agree, we want to see the BOD and particularly Vlad make a SIGNIFICANT stock purchase.

Are you listening Vlad or could it be you're not so confident as some of your loyal retail LTH ?

IMO

Mr India,
In my opinion ,if the BOD don't make a significant stock purchase very soon , the SP will drift further downwards.

JFH,
When will the BOD demonstrate their confidence in the future of Hemo and buy stock!?

JFH,
I don't agree with most of your arguments but I do agree Hemo will be wanting to address the current SP and I too expect some more news soon.
What I want is the BOD to buy stock now !
If they were as confident as you suggest they are, then surely that's the next move to make and shift the SP upwards.

...ok ,apologies.
Your answer is , it was not a "good RNS".

IMO

Mickyc,
Apply simple logic to your question and the answers within.

Today's RNS is not great.
It is at least timely and does not attempt to "Spin" the facts within, which in my view is at least progress in fair and reasonable communications.
In terms of company progress then there's little to cheer but that was my expectation with this particular release and I fail to understand why others expected a significant and maintained rise in SP at this stage.
What's needed now is the BOD demonstrating their confidence in the future prospects of the company through a considerable stock purchase. I'm sure such a purchase would really draw a line under the past issues for many LTH and give the confidence to hold on for what looks to be a long ride.
All IMO DYOR.

Doc,
Spot on !

"FDA and at no point were any such issues raised by them; in fact the opposite they appeared happy with the submission and all that the company had provided to them "

Sorry, you don't know that and unsure how you can even interpret it to be the case.
The fact the company did not update of progress as they stated they would suggests to me the opposite, ie it was not progressing and guess what... it didn't !

I too like the big investors here but suspect that now many will be slithering out under the door when the opportunity allows.

IMO
Good luck

I'm not satisfied with the companies communication and uncomfortable with the RNS statement.
Why?
Communication- The company advised they were in frequent contact with the FDA and they'd offer shareholders updates on progress, yet updates were not issued until upon receipt of the CRL, then infer they were surprised by the FDA decision.

RNS- The language and content within does not offer a formal confirmation that they will indeed eventually resubmit. Lot's of Pi's seem to believe it's just a matter of time, yet the company are faced with a "list"of FDA issues (some of which they're yet to explain), will only state they "believe" the issues can be addressed and yes I know they said "will" but then added "with a view"
They chose not to use more compelling wording "extremely confident" for example, at a time when all shareholders would be looking for it. I wonder why not !

Lost confidence, good bye and good luck.
IMO

….i can put up with delay but not complete failure.
The language within the RNS concerns me
“These issues are mostly technical or manufacturing-related in nature” ok what are the others that might not be so easily resolved?
Finally, “a view” to fix and resubmit, leaves door open to decide not to !
All IMO

If i were the company Nomad i think I’d be advising an update needs to be issued immediately at least regarding status if not progress . The company has explained how it has frequent exchange with the FDA, so why not on the target date? IMO
See below from half year RNS

“We look forward to providing our shareholders with updates regarding further progress and specifically the status of our target PDUFA date of 5 October 2021, and we thank them for their continued support on this exciting journey."

If nothing for the Yanks breakfast, then i see this drifting downwards pm.
Those that ignore what’s clearly been a market expectations (seeSP!) need to set aside any emotional attachment to this stock.
IMO

…read it again and digest the full content properly, it does !

IMO

…yes as I pointed out earlier!
You aware of what an “update” is !?

From the half year RNS.
"We look forward to providing our shareholders with updates regarding further progress and specifically the status of our target PDUFA date of 5 October 2021"

So where is it !!!!!

...all RNS's have to be signed off by the company Nomad, that should make no difference whatsoever to the stated time lines.

...appreciate the insight but surely that would have all been factored into the 5th target date.

I'm somewhat reassured by the fact they haven't issued an RNS confirming significant delay or failure, which I'd have expected by now were that the case.

Target date has been missed- Fact ! Regardless of USA/UK / FDA /Nomad, time zones and complications.

I’m not overly concerned as it was only a target and I’m still anticipating FDA approval…”when” is the question.

Any thoughts on today being the target date?
FDA have been pretty busy recently !

Skippy,
I like your train of thought on this and the fact you're recognised what many others have not.
However I'd argue the limitations on communication would equal apply to SPRINTER yet the company are happy to discuss those potential outcomes in detail. So why one and not the other?

I'm convinced the company will not proceed with Activ2-3 for the reasons the company have recently explained in detail ,(Hospital-Home) data.
I also believe the company has recently laid the foundations for some serious "Can kicking" morphing from the Covid play to general serious respiratory, which would require more time, money and science.
I do believe though that simply demonstrates good management in the event SPRINTER doesn't read out quite as well as they strongly believe and I hope, it will.

I'm therefore planing to trade the stock following Activ and buy back in pre SPRINTER results.

Accepting I could be way off, just my interpretation of the recent communications.

IMO DYOR