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The life of a biotech has plenty of ups and downs and one day of rain does not mean a whole season of bad weather. Now, I may be reading too much into this and if I do I apologise. The same tweet today by Vlad was also sent in April 2021, and was followed by a set back to the company re CDX - DYOR. But lets not forget the company has several products in the offing.
Much appreciated JHFH, once again!
On another note, is it possible that Vlad is being deliberately slow with updating the website and interacting with the wider investment community? Does he not want to attract too much attention too soon? Just thought it would be worth looking at the situation from a different perspective. Because his agenda doesn't match those of every investor, does it make him wrong?
JW interrupting of Vadim during the discussion was annoying at best and showed that he does not really understand the company. There is a lot going on which is not reflected in the share price. But potential is not what the market wants here, just tangible results which guarantee a value or income. I am a patient person and looking forward to the upcoming months. Also think a dual listing would be highly beneficial
Would this be 5% across all mm's?? As otherwise it would not make sense. Would have thought mm's would like a flat book on all stocks on each days close, or a minimal position, just in case unexpected events / news hit over night which drive prices lower on opening.
Hedge, i am in agreement with you. Yes, there are some challenges which are significant, but there are also huge opportunities which at the moment are being ignored. It only takes one great bit of news and the tone of this board will flip in an instant. For me its all about individual risk profiles. Will be interesting to see what the situation will look like in 12 months time!
The CLN's have certainly not worked out the way Vlad would have hoped thats for sure. Lets hope that the products being developed produce what we hope they can. I have a major issue with the shareholder notifications, or lack of. A huge number of shares are in issue with no one claiming ownership. Is it possible these shares are in unfriendly hands looking to get the company on the cheap? Possibly. Is the hemo company secretary doing much to find out the beneficial owners? Not by the looks of it. Question is why? Is this down to ineptitude? Or do they know already? Not 100% certain on this but if a request is made by the company secretary to the nominee then legally the beneficial owner has to disclose or the shares can be disenfranchised, i.e. lose their voting rights. I for one would love to know who has been hoovering them up. This board seems so preoccupied with Mint selling the other side of the trade is being ignored.
Given the conversions by Mint an awful lot of shares have hit the market with no shareholder disclosures. If I were Vlad/Peter I would be making my broker find out where these shares ended up, and ensure that the regulatory requirements are met and enforced. In terms of Hemos future this is a part of the puzzle which is missing.
What to make of it all? Global are not going to exercise its option to licence the companys ip.
Vlad, "we are pleased with the progress of our negotiations". Would an award winning scientist working with best in class seriously risk legal proceedings by materially misleading investors? The reputational risk could have dire consequences for him. Would Sir Marc want to be associated with such an individual? I have topped up. Hey ho, time will tell!
Given the nature of MM's and number of pi traders looking to get rich quick the price will be smashed today. But, lets remember a couple of things. Why did EL not walk away sooner? We would have known a long time ago if the product does not work. If it did not work why have Hemo started discussions about taking up the option? Why would EL pay tens of millions when the company could potentially be purchased for a lot less, along with the pipeline of products. The rns reads they were in talks about the licence. It all points to the negotiations going pear shaped. This share isn't for the faint hearted but there is enough in it to suggest that it is worth a considerable amount more than what it is currently valued at.
Thank you for the update Lunus, much appreciated. I think the phrase "all in good time" is appropriate. Whilst CDX gets the ball rolling for Hemo, i can't help but think CAR-T is the real biggie. Reading RNS the tone to CAR-T does seem one of real excitement. Even today when the announcement and headline was for CDX, the company still slipped in some info on CAR-T!
The negotiation isn't going to be as straight forward as some suggest. Both parties will have an idea of what they believe they have contributed, remember Eli have provided Vlad and his team with a lot of resource which will impact any terms of a deal, Vlad may, or may not agree with Eli's monetary assessment of these. A continued working relationship in regards to other products need to be factored in, do either party wish to upset the other? It really would not surprise me to see a deal with a minimal, if any, amount of cash upfront but bigger rewards scheduled later. Vlad is a scientist first and foremost, and a businessmen secondarily. Being proven right and being able to help others would probably be a bigger success in his eyes, validation for years of work, with associated financial rewards being reaped later. I would love a positive update on CBR, seems any news which helps fight covid is much more important to the market.
No one should feel vilified enough to leave a discussion board. There should no need to point score either. If someone makes a claim and it does not materialise so what. If you don't want to read what they say use the filter button! Make your own investment decisions, contact the company if you want to know something, don't rely on someone you have never met, know what they look like or their real name. DYOR. Keep it civil, we are all supposed to be here for the same reason, to make money, are we not?