Reneuron Share Discussion Threads

[stewart_25] 29/3/2019 12:05

surely some news coming ....

[top tips] 29/3/2019 11:50

Through 100p now.

[top tips] 29/3/2019 09:29

Next leg up coming.

[top tips] 29/3/2019 09:00

Bagged some profits.

[rayrac] 29/3/2019 08:37

Probably eventually someuwin! But if it is working, then even much more.

[someuwin] 29/3/2019 08:11

£30m valuation is stupidly cheap imo.

Should be £100m+ surely.

[rayrac] 28/3/2019 23:00

Good luck top tips. Wish I held anywhere near that! This was just a small risky..so I thought..punt on that it might happen . :) :(

[top tips] 28/3/2019 12:37

Holding 109k shares. Wonderful gains.

[someuwin] 28/3/2019 12:26

Next move up starting.

[top tips] 28/3/2019 10:54

Great rise.

[someuwin] 28/3/2019 10:46

This chart better puts the 625p target in context...

[dickbush] 28/3/2019 10:39

I'm no chartist but this chart looks great. A break-out today. Next stop £1?

I have to agree, though, that the management has a history of fundraising before the well runs dry.

[someuwin] 28/3/2019 10:35

Peeps waking up to the huge value here (i.e Stifel's 625p target price)

"I was blind - but now can see!"

[top tips] 28/3/2019 09:55

Holding a few for the retinal results. Still cheap.

[nextlink] 28/3/2019 09:24

That 400K trade
On the surface looked like a sell.
Is it in fact the start of stake building.

[someuwin] 28/3/2019 09:17

...See what I mean?

[someuwin] 28/3/2019 08:51

Looks like a strong move up building here.

[supernumerary] 27/3/2019 17:54

There's a lot to like about the RP trial - striking results, very clean design - one eye against the other with objective measurement, and very fast to run and read-out - so they're inevitably going to focus on it, particularly since they've already had firm outside interest.

But while I can understand they might be a bit disappointed not to have had much response from the more seriously damaged stroke patients, for the others the results were very good. One step on the mRS doesn't sound like much, but if for instance it allows a patient to go to the loo and take a shower without help, it's life-changing. There are a lot of sufferers, and they have no other options...

While there's obviously some buying interest around, I'm still rather surprised at the market cap - it doesn't seem to me to match the value of the assets at all. It's not just the two lines they're focusing on - there is also the limb ischemia which could be brought forward by a partner with deeper pockets, and the exosomes, and quite a lot of valuable ip.

[jensonbensonjohnson] 27/3/2019 16:47

It's a shame they dropped the peripheral limb ischemia line. I thought that had massive potential, especially with the prevalence of diabetes these days, and obviously much less invasive than brain surgery to trial / treat.

The stroke efficacy doesn't appear to be nearly as impressive as I imagine RENE were hoping for, hence they've shifted the focus in their presentations to the retinal programme. It now features before stroke in the documents whereas stroke was always their no. 1 in the past.

[supernumerary] 27/3/2019 16:16

Not sure about leading with retinal. The RP results are obviously very striking, and will come in first, but the total opportunity for stroke must be significantly greater - 'Stroke is leading cause of morbidity and long-term disability in the US'. Of course either one if approved would be a blockbuster drug.

I find the emphasis on manufacturing very reassuring - cGMP, low cost of goods, simple transport and storage, long shelf life - as it was something that worried me. It's easy to understate the importance of a solid manufacturing process, but it's crucial to getting FDA approval.

[pdt] 22/3/2019 20:16

Super - they have put up the slides. There is more detail regarding the most recent retinal results. Looks like patient 1 may have peaked at day 30 and then seen a small decline. It will be interesting to see if that patient remains stable at around +20 letter improvement. They have all improved at different rates. More data is needed. Still impressive.



My other thought on this Presentation is that they are now leading with the Retinal part of the business. I think this will be the value driver in the near term and potentially long term. The opportunity in other retinal indications must be huge if they can replicate the initial success shown. Regeneron's drug called Eylea generates 4 billion dollars in annual revenue to just stabilise macular degeneration.

[supernumerary] 22/3/2019 16:39

PDT - thanks, I'll look out for it.

[yachtmaster2] 22/3/2019 16:28

Usual! I think they would have liked the price up a bit further before the cash call!

[pdt] 22/3/2019 16:02

They said they would put an archive of the webcast on their website but it's not there yet.