Member Info for The-Hat

+1 for DDDD @ 91p

I do not see a TO on the cards as there will be no takeover unless Vlad wants it.

Spot on JHFH.

Waiting on funds will be topping up Tuesday if it hasn't spiked too bad. One more day, I was hoping for 2.5 top-up when I got the funds. Oh well happy with the RNS all the same.

Can't see a HTO here. What is to stop Vlad and co leaving and starting HEMO2 with all the knowledge and skills they possess. Take Vlad and Co out of HEMO you have nothing also the Sandlers own too many Shares for a HTO to happen.

@Bo...10 to 15 is a stretch. If we're in clinical stage in 12 months success could be 5-6 years. If the boxes are ticked successfully along the way the majority of the value will be raised long before then. I don't intend to hold 100% of my holding until something is on the shelf I will skim as we go. I am well aware of the risks and the possibility of complete failure and I will reassess as I go. I see no less risk than when I invested a year ago. Everything still on track in my opinion. It will hurt but I can afford to lose it and if you hold your nerve and have patients that's how you get the big pay day as long as you backed the right horse. Only time will tell.

A successful product on the shelf will mean a mcap of a billion plus. Even if mint dilute the crap out of it to a billion shares that's still a £1+ plus share price minimum imo. I think Vlad thinks the same, get the product through trials and the SP will take care of its self . Product has to be the focus now business can come later. That's why I bought and I am prepared to wait years for that with a top slice along the way. Would be nice to get a top slice this year... who knows. Only thing that's changed is the share price.

I am beginning to think that we had two parties being referred to as Globalco. Vlad has allowed to identify one as Lilly to avoid confusion or we have had another globalco come on board since. Lilly wouldn't be traditionally know as a bio-pharmaceutical company. Maybe JHFH was correct when he suggested it was Pfizer. Who knows, can only be one of a few?

I am beginning to form the opinion that Global Co are not Lilly and that at one point we had two parties being referred to as Globalco so he was allowed to name Lilly to avoid confusion. Lilly wouldn't be traditionally known as a bio-pharma company. I suspect that maybe JHFH was right when he suggested it was Pfizer.

Who knows, can only be one of a few?

Still holding, will average down if it stays low by month end.

A TR1 saying Lilly bought the Shares..would be a good start.

Now we know where they got the Shares. MINT.

Forward sold looking at yesterdays large buy...who bought them??

Mint would be diluting not buying.

TR1 on the way if it's a buy?
One wonders...very interesting.

What they didn't know was the cost to manufacture, manufacturing capacity the cost o add etc. Markets changes, new products arrive all the time. I'm sure Lilly's COVID response is occupying all their available capacity. The point is markets move and change all the time. Yes, you have an idea but you don't run the numbers until you know what you have.

What a commercial success for Lilly looks like v's what a commercial success for HEMO looks like are poles apart.
The way I see it, this is more of a reflection of the size of the market and not a reflection of the quality of the product.
Drive on HEMO I am not going anywhere.

Other products in the pipeline..CDX is still in the pipeline.

Agree about the last RNS... now where to get funds to buy off there is an over reaction?

The market may just not have been large enough for Lilly but for the size of HEMO could do wonders if successful.