Tissue Regenix Share Discussion Threads

[luminoso] 04/8/2016 17:33

Just in case anyone is interested.

[luminoso] 04/8/2016 17:29

Agreed, pirate.

[channel pirate] 04/8/2016 11:08

Today - 04th August - At a guess then 300,000 shares at mid price (18p)for £54,000 is Mr Woodford hovering up those that panicked and sold after reading the recent Edison Report. Shame they didn't wait and read the Hardman Report a couple of days later as that sounds more reassuring.

[rayrac] 03/8/2016 07:28

Hardman Research: Major progress in orthopaedics



Major progress towards orthopaedics approvals: Tissue Regenix is now in the commercialisation phase having validated its dCELL® technology to produce 'like-for-like' tissue specific, structure-preserving scaffolds for use in multiple clinical settings. DermaPure has started well in the US for treating chronic wounds and traction will increase now that it is widely reimbursed by Medicare providers. But newsflow in the next 12 months is likely to be dominated by the approval and launch of the orthopaedics products for meniscal and tendon repairs. Despite short term monthly cashburn of c.£1m, TRX is building long term value, evidenced by 32p NPV driven by three core product areas.

[rayrac] 02/8/2016 16:52

Hmm, down 5.5%!

Now what? No demand I suppose...makes for a weak share price

Btw, a friend of mine, had a tissue graft on her ankle about a month ago and they took that from her thigh! Obviously they haven't heard of our product? Or if they had, then they prefer going down a known path.

[channel pirate] 02/8/2016 09:00

Igbert,

It looks as though TRX may have called this wrong then this time with the Edison Report. O.K. I agree it reads well, but it looks to have caused a temporary negative reaction to the share price. I did add a few more yesterday at 18.35p and am quite happy to hold. Looks like Mr Woodford was still buying in the 19's !!

[channel pirate] 29/7/2016 15:18

sp, sorry for late reply but due to circumstances I have only just been able to get back on the internet - I think you will find the Nominated Advisor and Broker are Jefferies International.

[igbertsponk] 29/7/2016 08:28

Edison reports are usually paid for by the company. So have to be taken with a pinch of salt. But it reads well.

[swiss paul] 28/7/2016 19:55

Cheers pirate - erm are they the house brokers?

[andrewbaker] 28/7/2016 12:58

Any company should be judged, and prosper or otherwise, on the business that they run. In the case of TRX, it's the science behind the product(s) that matter, and TRX are well advanced with good science in an important area of patient care where the barriers to entry are enormous given at where they are now.

I'm long, have been so for quite some time, and staying long. (Even more so that the £ is likely to suffer more against the US$ and other currencies going forward, due to Brexit problems and uncertainties, which will enhance the sterling returns for TRX.)

[channel pirate] 28/7/2016 12:38

Edison Report : I haven't posted the full report, but it is available to all...

Tissue Regenix Group PLC

28 July 2016

London, UK, 28 July 2016

Edison issues research outlook on Tissue Regenix (TRX)

Tissue Regenix's (TRX) investment story is built on dCELL, a versatile regenerative medical technology, and its potential across the subsectors: wound care, orthopaedics and cardiac implants. Orthopaedics holds significant promise as the family of dCELL OrthoPure grafts is targeted at high-growth global markets where there are few effective alternatives. We have updated our sum-of-the-parts valuation model to GBP338m, a slight reduction due to revised product timeline launches, costs and revenue forecasts.

We have revisited a number of our key valuation assumptions to reflect the clarity on launch timeframes, associated costs and updated revenue guidance. Our DCF valuation has reduced to GBP338m (vs GBP380m) or 44.4p (vs 50p) per share. According to our model, the current price gives a free option on wound care, the most commercially advanced division, and does not reflect the full pipeline potential, which could ultimately be an acquisition target as a whole or by division .........................................

[rayrac] 28/7/2016 11:59

Think you are right cp, just a matter of patience.

[channel pirate] 28/7/2016 10:41

And another trade of 100,000 shares at mid price today. I cant buy or sell any of my holding (not that I want to sell) at mid price of 19.5p, so it has to be a fund buying IMO

[channel pirate] 27/7/2016 16:07

Has Mr Woodford picked up another 100,000 @ 19.5p this afternoon, as it's a mid price trade which would fall into line with other recent trades he has made - mid price !!

[bamboo2] 27/7/2016 09:54

mb, I agree that this will take a long time to bear fruit. This is what I have been trying to say to swiss paul.

However, his statements about money are invalid and unfair, where a product hasn't even completed clinical trials yet. Show me one example of a pharma company making profit using untested products.

swiss, you still haven't said why you bought this speculative biotec startup share in the first place.

Why are you saying that management are being tardy, when all the evidence points to the fact that product development is going to plan and on time?

Look at the 2014/15 presentations. It is clear that time scales for different product lines have been adhered to, and deadlines have been met. The dCell meniscus gets its CE mark 6 months early, at the end of 2016.

You demand profit, but many of the products are NOT yet licensed for sale. It simply isn't going to be happening until 2017, at the earliest, then there is the additional time lag until sales make their way into the books. The only sales we will see in the next figures will be for Dermapure in the USA.

I am 100% certain there will be no sales until products are licensed and distribution is set up.
You need to accept that this co will not make a profit anytime soon.

I would go further than this and say TRX may never make a profit. Once the different divisions and their products gain traction, this co will be swallowed up by big pharma, hungry for the technology, and tax advantages.

[multibagger] 27/7/2016 07:08

Hi Swiss Paul,

Some very valid and searching questions.

The biotech/healthcare product market is a very complex one due to various procurement and payment schemes/methods. In the UK, the NHS is a slow adopter and constrained by cost.The US is a much higher cost healthcare system and if TRX finds traction there, then there will be an uplift in share price.

Though I keep an eye on TRX, I am not of the view that the share price will move upwards fast and not invested currently. I'm not a fan of either Odell or Samuels having met them both in Leeds at the AGM a few years ago, when I was the only shareholder present ! I'm not convinced about their their tech pipeline either, as regenerative medicine is moving a lot quicker than TRX are. I sold out not long after.

My approach to biotech investing has changed and now largely go for funds....I hold AXA Framlington Biotech though I made good money from SCLP, SUMM and SAR in the past.Cyprotex (CRX) is moving in the right direction and their R&D product delivery and commercialisation is much more attractive - I pointed it out here when it was about 60p on this board - now about 135p.

I hope TRX comes good for all holders - but my take is that investors may have a fairly long wait.

Good luck all :)

[luminoso] 26/7/2016 11:07

Thanks, loldemort. I could not get the innovations link to work anyway, possibly as I am not in UK. Much appreciated.

[loldemort] 25/7/2016 18:14

It seems that the video shown on innovationstelevision.com is actually hosted at Vimeo, where you can see it without all the surrounding guff at:



The TRX bit starts at 7:28 and ends at 15:51.

[bamboo2] 23/7/2016 01:27

swiss, if you are serious about investing in Biotec story shares like trx, you really need to get into the story. :-) You're being impatient again. Seriously, this is going to take y e a r s . . . .

The first product, Dermapure, started shipping less then a year ago. We do not yet have figures for this years sales, only forecasts.

Heart valves are not available commercially until 2017. Therefore we do not have any sales figures, or ergo profit!

The wiki page on clinical trials is a good place to learn where this company is positioned in terms of commercial development.



Good luck
====================================================
24/07/2016 20:33 edit added

swiss, I would be interested to know your timescale and expectation of when you think the company will show a profit, also your motive for buying shares in tne first place?

[swiss paul] 22/7/2016 21:01

bam all well and good and very altruistic of you - how much profit did we make?

[channel pirate] 22/7/2016 14:50

I think you will find the 2 trades today at 13-26 (20,000) and 14-05 (19,289)showing as sells, are actually BUYS

[bamboo2] 22/7/2016 14:45

graham, thanks again. Just watched the vid. What a fantastic advert for TRX.

The key message seems to be, it's not a product that will be available in the future, it's here NOW!

swiss, you should try and make the time to watch this. Over 500 kids have been helped with new heart valves, without the expectation of further ops. A second operation would have been likely, if they had alternative artificial valves fitted.

[horneblower] 22/7/2016 10:21

Thanks graham.
Good vid.