Replies to post #36256 on Humanigen Inc (fka HGENQ)

[DonDonDonDon]

Unfortunately it appears that the stock price hasn't held up well following that last R/S.

The reverse split hurt for a short while. On Nov 9th, 2020, HGEN hit a low of $7.75. But it went over $20 by late December. That was a time when the XBI was surging. HGEN's share price has correlated closely to the XBI and the overall biotech market. HGEN's share price stayed pretty strong until September 9th, 2021, when lenzilumab was declined an EUA.. That day sunk the stock from $15.11 to $6.09 overnight. It stayed at that level and even rose to $8+ by November. But then HGEN started bleeding along with the rest of biotech which brings us to our current low share price.

Humanigen is expecting data from lenz's second trial, the government funded ACTIV trial, any day now. The ACTIV trial has a primary endpoint population that had 243% efficacy in lenz's original trial. And there is still no good immunomodulator authorized for early severe patients. So if data is anywhere close to as good as the first trial for that population, then the EUA should be automatic. Humanigen has spent over $150 million on manufacturing lenzilumab over the last year and its market cap is only $132 million. Good data will send the share price skyrocketing. A day with over 1000% gains to the share price is realistic. And HGEN still has the CAR-T cancer indication which alone is worth far more than the market cap. The biotech sector is incredibly undervalued at this point. The XBI is barely above 3-year lows right now. It is an incredibly opportune time to get back into HGEN.

[cowtown jay]

After the Reverse Split, we were worth 5x the price of a CYDY share.

Management has done much to advance the company since then.

The result? Today, HGEN is still worth 5x the price of a CYDY share.

Notice I said that management has done much. I didn't say they have accomplished much, on the regulatory approval front.

It could be that the FDA/NIH think our LIVE-AIR updated data is over-stated. That does not mean that the ACTIV-5 trial results of lenzilumab will fail to prove that lenz is still the most effective therapeutic, by far. That should be borne out of by our LIVE-AIR peer review too, even if we have to accommodate the FDA with a change in our statistical analysis.

If that's the case, I hope our clinical investigators have reviewed our LIVE-AIR data with the statistical model the FDA/NIH is using, and that we can look forward to a Lancet peer review publication even before the NIH reports topline data. I hope that publication will also be sufficient to secure international Regulatory approvals, as well.

I hope you resume a position here. The LIVE-AIR updated data peer review, as well as the NIH topline data, could be released at any time. Good luck on whatever you choose to do.