Reneuron Share Discussion Threads

[small crow] 14/12/2017 08:15

Very good news of FDA approval. It's a long game, this one, but IMO at some stage folk are going to start wanting them. As has often been remarked, with their cash and this mcap, an acquisition pretty well gets the IP for free ...... and it's developing nicely. So, while it might be post-2020 before they themselves can realise value, I wouldn't be surprised to see Big Pharma make a move well before then.

[bigspuds] 13/12/2017 23:12

Yea. Normally see a rush for the door lol

[curlly] 13/12/2017 16:01

interim results tomorrow so may somebody in the know.

[small crow] 13/12/2017 12:03

Looking strong today.

[small crow] 11/12/2017 09:36

Useful reading:

hxxps://www.frontiersin.org/articles/10.3389/fphar.2016.00533/full

and its summary:

"Exosomes, as a natural nanocarrier, have great potential as a cancer therapy; however, more work is still needed, especially for in vivo studies and clinical trials. Exosomes derived from cancer cells carry functional cargos which directly or indirectly facilitate tumor cell growth (Wang et al., 2014, 2015, 2016a). Therefore, how to identify and remove those tumor supporting components from exosomes is critical for exosome-mediated cancer therapy, and efforts to improve the cargo loading efficiency of exosomes should be a focus going forward. Currently, electroporation is still the best way for loading siRNAs, miRNAs, and small DNA fragments into exosomes, unfortunately this process often induces their aggregation and degradation (Kooijmans et al., 2013). An improved method for sensitive cargo loading, such as siRNA and mRNA, is urgently needed. Using functional exosomes to facilitate immunotherapy is a promising therapy for cancer treatment, since exosomes are more stable than activated antigen presenting cells and can be easily engineered. These features result in exosome-based delivery systems being one of the best approaches for CSC targeting therapy."

And, from RENE website:

"We have therefore developed a technology by which a permanent stem cell line, already in clinical trials as a stem cell therapy, can be cultured under different environments to produce therapy specific agents and can be harvested at a commercially relevant scale."

[top tips] 22/11/2017 11:08

IMMUPHARMA (IMM)

Potential blockbuster Lupuzor Phase III results due Q1 2018.

Only other similar drug Benlysta was bought out from HGSi by GSK in 2012 for $3.6 billion for 50% stake valuing Benlysta around $7 billion (and IMM's Lupuzor appears to be safer and more efficaceous than Benlysta).

$7 billion buyout of IMM gives £39.70 share price against current 97p, or 40+ bagger !!!

Actual return could be even higher (£100+) because Lupuzor likely to be used in multiple block buster indications. IMM suggest - autoimmune diseases (e.g. rheumatoid arthritis, Sjogren's Syndrome, Crohn's Disease + Ulcerative Colitis, and Chronic Inflammatory Demyelinating Polyneuropathy [CIDP]), plus non-autoimmune diseases. It could therefore be several blockbusters in one. (An analyst note states they, "understand that a majority of Phase IIb patients showed resolution of the arthritis measure (four point score...)".

Potential blockbuster Lupuzor has 'Fast Track' (guaranteed approval within 6 months) and 'SPA' status from US FDA, so could market launched in 2018.

Tim McCarthy (IMM's Chairman) 14/3/2017:

"There's going to be a fantastic return on investment for anybody who invests in ImmuPharma...This (Lupuzor) is going to be a multi-billion dollar drug, its as simple as that...This will absolutely be a multi-billion dollar drug."

4 min 40 sec.

[dogwalker] 13/11/2017 09:10

In the old eyeball ?

[small crow] 13/11/2017 08:56

Steady pressure is encouraging.

[masingi] 09/11/2017 12:29

The obvious next step would be to look for action in patients that suffered from glaucoma or macular degeneration.

[masingi] 09/11/2017 10:31

Small Crow-
It is the most prevalent form of inherited blindness and affects 1/4000 people within their lifetime, on average.

[small crow] 08/11/2017 07:16

Encouraging news. Anyone have potential market sizes for these two conditions to hand?

[deutsch3] 07/11/2017 10:23

nsk1 - Yes and it has been going on for some time without a peep from the company.
They know who it is and why but no comments - Not Good!

[nsk1] 07/11/2017 09:13

Somebody is dumping shares yet again

[yachtmaster2] 06/11/2017 18:59

There seems to be a bit more upwards pressure. A nice steady rise to 20p would be nice. Lol

[stevedd] 03/11/2017 05:26

I would assume RENE will submit an application when they are able to

[ps0u3165] 01/11/2017 18:58

masingi

Sound advice, I'll have to try it.

[small crow] 01/11/2017 14:53

My favourite long-term trend is the one of income from US oil companies just before the first gusher in Pennsylvania. Trend wasn't much of a friend in that one! For more details, read "The Prize".

[dennisbergkamp] 01/11/2017 14:41

For this kind of company, long term trends aren't relevant... Just news items and exposure.

D

[masingi] 01/11/2017 14:19

ps0u3165: "I can see the wood, however most of the trees have been burn't. Look at the LT chart and tell me which way its trending. IMHO it will not change significantly for a long time to come."

...unless there is a buy-out, a marketing deal, a US stock listing, or the market starts to price-in future potential as results come through.

All of which is driven by rumour and news. Rumour and news cannot be predicted by LT trends. Not much can, to be honest. All I can suggest is buy into the falls and sell into the rises (not the other way round).

[ps0u3165] 01/11/2017 14:08

I can see the wood, however most of the trees have been burn't. Look at the LT chart and tell me which way its trending. IMHO it will not change significantly for a long time to come.

[audigger] 01/11/2017 12:54

I added another chunk yesterday. Clinical development programs take years so we have some way to go. Trial design will be influenced by statistical robustness not cost. If they need more money, the impact will be minimal compared to the potential upside. My main concerns about the ability of that potential to be realised are:
1) will the treatment work? All the indications to date are that it does
2) is it cost effective such that agencies will approve it for use....NHS won't pay if it's too expensive!
3) is there any competition that can beat them to market. I don't know for sure but my understanding is that they are the front runners

If further trials reinforce the effectiveness they there's a high chance that regulatory approvals will be expedited. I've no clue as to the potential upside in share price but it has to be many multiples of where we are today. For me, the risks are worth the potential upside and the risk is that they fail to deliver an effective product and I loose all of my investment.

[small crow] 01/11/2017 12:00

I somehow suspect he doesn't want to see the wood....

[bigspuds] 01/11/2017 11:11

Only one more study before market. Says it quite clearly, you just need to see the wood for the trees