Humanigen Inc (HGENQ)

[cowtown jay]

Sanofi hasn't garnered much attention here. I did, however, previously note that they appear to have been one of the beneficiaries of Humanigen's Original Issuance of Shares (OIS). As I recall, I think their stake was for less than 5% of our shares, and did not require the filing of a beneficial ownership statement. I mention them again because of their announced intention to spin-off their healthcare division, resulting in a separate listing later this year. So, it's a timing consideration regarding an entity that may have a long-standing knowledge of our objectives and capabilities that prompts me to mention them again.

But, something else that's been mentioned lately is a privately held pharmaceutical company, such as we were engaged with at one time with the objective of establishing a business combination. My thought at the time we announced that objective was that PCI Pharma may have been our prospective partner, and that may still be true. But another candidate for a business combination has developed. I'm referring to AstraZeneca. I think lenz would be compatible with their Covishield adenovirus vaccine. Another consideration would be that Gracell has now become a subsidiary of AstraZeneca.

"SAN DIEGO and SUZHOU, China and SHANGHAI, China, February 22, 2024 -- Gracell Biotechnologies Inc. (“Gracell” or the “Company”, Nasdaq: GRCL), a global clinical-stage biopharmaceutical company developing innovative cell therapies for the treatment of cancer and autoimmune disease, today announced the completion of its previously announced agreement to be acquired by AstraZeneca, in accordance with the terms and conditions of the Agreement and Plan of Merger, dated as of December 23, 2023 (the “Merger Agreement”), by and among the Company, AstraZeneca Treasury Limited, a private limited company incorporated under the laws of England and Wales (“Parent”), and Grey Wolf Merger Sub (“Merger Sub”), an exempted company with limited liability incorporated under the laws of the Cayman Islands and a wholly owned subsidiary of Parent. The acquisition was structured as a merger of Merger Sub with and into the Company with the Company surviving the merger as a wholly owned subsidiary of Parent (the “Merger”). As a result of the Merger, the Company ceased to be a publicly traded company and became a wholly owned subsidiary of Parent." The mechanics of this transaction fascinate me, too, if Humanigen uses one of their foreign subsidiaries, or Taran uses one of their subsidiaries, as a merger sub in bringing AZ and HGEN together.

https://www.sec.gov/Archives/edgar/data/1826492/000110465924026350/tm246846d1_ex99-1.htm

I continue to think, however, that Novavax offers the most synergy with Humanigen. I did not think that Novavax would survive without using lenz to enhance their prototype Covid vaccine. And they may not. But recent news is developing on two fronts that could have a profound impact on Humanigen's lenz for covid, AstraZeneca, Novavax, and Humanigen could all see dramatic increases in demand for their non-mRNA covid products if, for example, the Department of Defense, through our BARDA or CRADA agreements, has asked Humanigen for a stockpile of lenz (even if the House is also focused on Russia's possible deployment of nuclear missiles in outer space).

I have long said that I think lenz has the potential to stop, or to have stopped, millions of preventable covid deaths. Tough to do, if the Johns Hopkins covid data was correct, when they stopped collecting data in March of 2023, when they were reporting 6.9M covid deaths.

https://coronavirus.jhu.edu/map.html

But I am now seeing several sources, including Bret Weinstein and Steve Kirsch, using VAERS data and time modulated cohort analyses, report that the actual covid death toll in vaccinated patients has been in the range of 13M-17M people. Of course, factcheck.org disputes that.

🚨 Estimated 13 - 17 million deaths from the COVID vaccine, "It's over 13 million people easily."

Watch @TuckerCarlson and @stkirsch discuss the estimated death toll from the COVID vaccine: pic.twitter.com/c1u7lwPfvn

— Tucker Carlson Network (@TCNetwork) February 23, 2024

https://www.factcheck.org/2024/01/scicheck-tucker-carlson-video-spreads-falsehoods-on-covid-19-vaccines-who-accord/

Regardless, geopolitical circumstances in the US, coupled with the prospect of actual covid vaccine deaths resulting in a > 2-fold increase than reported deaths, could spark demand for covid vaccines, such as currently manufactured by AstraZeneca and Novavax. Will necessity finally dictate that lenz receives the regulatory authorization and approval it has long deserved, and which I think is causing the corporate positioning we are seeing?