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Share Name Share Symbol Market Type Share ISIN Share Description
Reneuron Group Plc LSE:RENE London Ordinary Share GB00BF5G6K95 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.00 0.68% 148.50 145.00 152.00 152.00 146.00 147.50 294,969 14:47:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 6.1 -13.9 -35.9 - 84

Reneuron Share Discussion Threads

Showing 8076 to 8100 of 8300 messages
Chat Pages: 332  331  330  329  328  327  326  325  324  323  322  321  Older
DateSubjectAuthorDiscuss
16/12/2020
18:13
Some big-hitters bailing out. Worrying or just tidying up before new year??
small crow
15/12/2020
10:31
Do you have a price target here Stig?
hodhasharon
11/12/2020
19:51
I bet he won't tell you before he sells them?
deutsch4
11/12/2020
18:17
Didn't realise former analyst Mark McNulty was a holder here Should help this get noticed by the herd soon htTps://twitter.com/MylesMcNulty/status/1331545859289387014?s=20 "After being scaled back, I've received 240k shares in the #RENE placing. An incredibly exciting business: I have very high hopes for this new position. Will begin commentary in 3 weeks, once the GM has passed and the fundraise has completed."
the stigologist
11/12/2020
14:52
htTps://www.nature.com/articles/d41573-020-00220-y NEWS 11 DECEMBER 2020 Exosome-based candidates move into the clinic Exosomes — small extracellular vesicles that are shed by cells — have long offered promise as drug delivery systems for small molecules, DNA, RNA and other biologic payloads. The first of these are now in the clinic.
the stigologist
11/12/2020
14:11
htTps://twitter.com/Stockonomist/status/1337398449436844034?s=20
the stigologist
11/12/2020
07:38
Over subscribed...should help.
rayrac
09/12/2020
08:39
Edison valuation now £190m i.e. over 300p+ per share htTps://edisongroup.com/wp-content/uploads/2020/12/ReNeuron-Group-Funding-to-complete-Phase-IIa-and-other-projects.pdf
the stigologist
05/12/2020
09:02
Agreed parc1. My understanding is that, as well as working on their internal programs, they have three collaborations with third parties underway with another two in negotiation. If even one of the initial programs proves successful, the commercial implications will be significant and the valuation would change pretty significantly.
whatno
05/12/2020
07:02
Thanks Onceaday. Exosomes are known to cross the blood brain barrier. It is probable that they can carry a drug. So its about the combination not being seen as a contaminant and also attachment not affecting efficacy / potency. A lot of licencing deals are possible here making for a greater knowledge base. When just one company finds a solution it could potentially open the door (or barrier) for many more.
parc1
04/12/2020
23:32
Hi parc1 I'm not an expert by any means. All I have learned is that the BB barrier is extremely efficient in protecting the brain from contaminants carried in the bloodstream. This meams that therapeutics given often fail simply because they never reach their intended target (the brain). As you rightly point out, MH has explained the potential for exosomes to act as carriers for various compounds across the BB barrier. I can equate this to technology that Emisphere developed to improve poorly absorbed compounds in the digestive tract. The technology was used by Novo Nordisk for a diabetes drug and they subsequently bought out Emisphere - presumably to avoid paying the royalties that were due.
onceaday
04/12/2020
22:50
Exosome Platform - Michael Hunt "..Well I think for us, for Reneuron, it is another string to our bow. Certainly we see potential here to sign a number of deals that help third parties deliver their drugs using our exosome technology from which and these deals of course will we hope would give Reneuron through milestones as our exosomes are married with those particular third party drugs if successful. So as I say it is a new platform for us but derived from something frankly that we have been working on for over a decade - notably our CTX line and it is worth noting that the one advantage that we believe we have in this field, in the exosome field is our CTX line is a very efficient producer of exosomes. So, I suppose in a sense, what we are doing is leveraging stuff we already have to give ourselves another platform which itself offers a lot of commercial potential in our view over the years ahead.." "..We see it as all upside if we can show real progress and success using this platform in that setting then there has to be a good deal of value in it for Reneuron and that obviously we hope would be very beneficial for our own stakeholders.." Http://www.reneuron.com/presentations-list/?categories=product-exosomes
parc1
04/12/2020
22:11
Onceaday can you please fill me in with some info on exosomes. To be honest, I have read up on it and note a recent paper. Exozomes are 30-150nm size. Initially they were thought to be cell debris (as you all know). They actually need ultracentrifugation to separate them from cell debris. As for passing the blood brain barrier.. "..Although one study showed that nanoparticles of about 200-nm size range are able to cross BBB (Olivier et al., 1999), another study contraindicated this result using 300-nm particle size (Kreuter et al., 2003).." I am not a biochemist and would value your knowledge on the obstacles presented in passing the BBB. I would imagine if Kreuter achieved 300nm then 30-150nm is no stretch. If you can shed some light on the blood brain barrier issue it would be appreciated.
parc1
04/12/2020
08:10
Excellent Onceaday. Thanks So Reneuron is trading at 15% of Edison's 26 August 2020 valuation - based on RP and not factoring in exosomes. Https://www.edisongroup.com/publication/exploiting-the-potential-of-cell-therapy/27598/
parc1
03/12/2020
22:51
Actually, your valuation is out of date... If you look on the Edison Reneuron page you will find "We have revised our valuation to £170m from £107m." That valuation is based on the RP program. They state that exosomes can't be valued. However, if RENE are succeasfull in providing a carrier for therapeutics to cross the blood brain barrier then this could result in multiple high value licensing deals. That's probably.why the directors shelled out £1.1m in the placing.
onceaday
03/12/2020
21:32
Prior to Reneuron's recent successful Fundraise, In June 2020 Edison valued the company at £107m. Further positive and sustained top-line efficacy data on RP trial and with funding now in place, total cash runway is 10 quarters, Reneuron market cap is £25.8m Reneuron is trading at 24% of Edison's June valuation. Https://www.edisongroup.com/publication/focus-on-retinal-therapy-out-licensing-of-stroke/27106/
parc1
03/12/2020
08:02
You're quite right, Rayrac.
dogwalker
03/12/2020
07:15
There’s no financial return from investing in a charity..but I can see your drift. High risk, high return, is the hope here?
rayrac
02/12/2020
21:13
link: https://www.fightingblindness.org/
supernumerary
02/12/2020
20:51
There is lots of research underway in vision preservation/enhancement including various types of cell therapy, gene therapy, use of nano particles and even robotic implants. The issue is trying to understand the viability of it all. I've found that the US charity "foundation fighting blindness" tracks most of the research and actually funds much of it. They funded the early work by Dr Young that was subsequently licensed by RENE. Checkout their website and sign up for their next research session that explains current developments. You could also consider donating to the charity to support their essential work.
onceaday
02/12/2020
18:48
Curious that RENE don't even get a mention in this, when they seem to be a long way ahead... https://www.fiercebiotech.com/research/restoring-eyesight-genetically-engineered-stem-cells
supernumerary
01/12/2020
22:42
Hi parc1 Yep they have certainly talked about partnering hRPC - in fact, a US company paid RENE for such an option but then decided not to go ahead. I guess the management team will weigh up their options once they have the data and offers. The CEO did also make the comment that they would consider keeping back some rights (for example an ex-EU deal) or do a copromotion in the US.
onceaday
01/12/2020
22:29
Thanks Onceaday, I believe Reneuron will be partnering for hRPC ph3. The 2a expansion readouts should be around Aug 2021. 29 Aug 2020 Presentation "2a extension..we hope what that will do in the next 12 months is to give us a data set that we can take to the regulator to get ourselves into pivotal study and importantly it will offer us scope to do partnering deals beyond the deal we have already done with Fosun." https://www.youtube.com/watch?v=HjMglJPChJA
parc1
01/12/2020
22:14
CDAK 2 days running top of the top US biotech risers list ! htTps://twitter.com/bradloncar/status/1333888182270783489?s=20 Goldmans were one of the brokers on the IPO Small Mkt Cap in US terms so it must have some decent long term potential for GS to get involved
the stigologist
01/12/2020
21:59
I wouldn't disagree with your figures. The only points I would make are (i) I remember reading in the placing document that circa 4M is needed for legacy funding (presumably orderly shutdown of the phase 2b in stroke) and (ii) requirements are less predictable the further out we look. For example, I don"t believe I saw any mention of hRPC partnering in the offer documentation although this was mentioned in relation to exosomes. If the RP ph2a extension study yields acceptable results then RENE may decide to finance the ph3 themselves. This was suggested by Edison. It's such a niche market that they would only require a small selling operation. Financing an hRPC ph3 trial might require further cash unless it comes in from one or more exosome deals. If funding was required, I would expect the fund raise to be on the back of good news and an elevated share price, however. Incidently, I see that Codiak (exosomes) IPO"d and the shares went up 30%.
onceaday
Chat Pages: 332  331  330  329  328  327  326  325  324  323  322  321  Older
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