Humanigen Inc (HGENQ)

[cowtown jay]

The anti-fragile Humanigen.

That news was more important to me this week, than the news of the Lancet peer-review.

"Anti-fragile" is how Durrant described Humanigen in the last minute of the Presentation this week. In the 35 minute mark of the video, I think he is telling us why he concludes that we are now anti-fragile. He says of the 100k or so treatments that we have, they will be distributed to where the need is the greatest, AND TO WHERE THERE IS OPENESS TO AUTHORIZING AND APPROVAL OF LENZ.

When Louise Chen (7 min) asked him asked him about the US opportunity for lenz, Durrant explained it, and pointed out a stockpiling opportunity, also.

When Tiago Fauth asked Durrant about the European outlook for lenz, during the Credit Suisse presentation, Durrant told him about a stockpiling opportunity in Europe, also.

Durrant also said, in Thursday's presentation, that lenz was going to be distributed where it is most likely to be approved, and that regulators in countries where the company is not distributing lenz will then have to explain to their populace WHY it has not been approved or authorized.

Our own beloved "Collaborative Partner," as Durrant described the FDA to Tucker Carlson, and with whom we have a Type B meeting this month, is now being confronted by Durrant over the issue of regulatory negligence, that has resulted in 60-75K preventable deaths in the US, since we submitted our EUA. For many of us, one preventable death was too much.

I've never liked the 'Dog and Pony Show' boys, Cameron, many of whom came from either Wharton or (regrettably, as a US Army vet) from West Point, in my experience. When you get sucked into the role, and call the FDA our Collaborative Partner, when we know they are far from that, then it casts doubt when you tell us how well we are doing with the NIH and with the MHRA. Well, to me it does, anyway. I like the Q1Cam version of you, which has resurged, and I hope it remains. Those FDA decision makers SHOULD feel the heat their negligence has allowed to prevent needless deaths.

If you are becoming convinced that we are being sabotaged, whether by the market makers (we ought to remove ourselves from the XBI index), or by such actions by the FDA as changing the Covid treatment guidelines just three days before our EUA submission, or for whatever reason you feel that way, we need Q1Cam to fix the problems. That's the real you, anyway.

The Lancet peer review had to be an arduous process. It's very disappointing that the headline HR remains at 54%, but it does validate 91% for those using SOC of remdesivir and dex, despite the exclusion of the CRP data. But I'm happy to see that the CRP manuscript has already been written, and I hope Lancet gives it a quick affirmation.

I hope, if it becomes necessary, that the Clinigen results will be reported timely and with safety, efficacy, and revenue transparency, and that the FDA and NIH will consider this Managed Access Program data when it comes to EUA/BLA approval.

Congratulations of the publication, and I'm looking forward to whatever good revenue news may become available before Q4 ends. I'm disappointed with Wainwright's Pantginis. Wainwright's Patrick R. Trucchio, who is following Sotrovimab, has raised his price target for them from $135 up to $200. That is more in the range of what I am looking for with lenz, just with a $6.45B Market Cap.

https://seekingalpha.com/news/3775380-vir-biotech-rallies-as-hc-wainwright-boosts-target-on-potential-of-covid-19-antibody

If we can announce some stockpile orders, or health provider orders, or even a Big Pharma revenue-and-production- generating merger, in which we retain control of our destiny, we can give Pantginis and other analysts a more realistic valuation basis to report.