Reneuron Share Discussion Threads

[the stigologist] 18/1/2021 09:31

WOW !

just ex CSO of $80 Billion Gilead joining Board of EvOx

[the stigologist] 18/1/2021 08:46

Stealth breakout continues

[lauders] 16/1/2021 21:35

"someuwin" on another BB posted this interesting link:

It contains this section

M&A activity surging

With large pharmaceutical companies reluctant to miss out on such an important advance in medicine, M&A activity in the space has increased exponentially. In 2014-15, M&A deal values in this sector were $5bn, and in 2018-19, this surged 980% to a combined two-year total of $49bn. The cell therapy, gene therapy and tissue engineering sector raised $2.9bn in venture capital in 2018 – twice the 2017 amount.

Recent examples of this trend can be seen in Roche’s December 2019 $4.8bn takeover of Spark Therapeutics, one of the first US gene therapy firms to succeed in obtaining FDA approval – in this case for a project that can treat inherited vision loss. Another example is Biogen’s $800m acquisition of Nightstar’s late-stage gene therapy assets for retinal disease – NSR-REP1 and NSR-RPGR.

Both deals represent well- capitalised pharma giants paying large sums for completed, or nearly completed, final products, giving the buyer an almost guaranteed product to start manufacturing, branding and distributing immediately. Such deals often benefit all parties involved – sellers may well have been struggling under the costs to pursue trials and approvals (even for extremely promising candidates) and would have faced extreme financial pressure in trying to bring a treatment to market.

Seems many are predicting this will be the eventual fate of RENE. Time will certainly tell!

[algernon2] 16/1/2021 13:42

Yup also just watched the hour and a bit long presentation. Very good news to know the exosomes are still a hot topic and getting hotter all the while apparently. Not too long ago they were just the waste products of cells and considered detritus.
Great to realise this "detritus" may make the Company a multi-bagger at some point in the next 2 years due to the significant increase of interest in them.
And crossing the blood-brain barrier = winner.

[whatno] 16/1/2021 13:13

The new approach was suggested by Prof Rob Maclaren, I believe. Rather than lifting the viable part of the retina which temporarily denies nutrients to the receptors, the hRPC cells are injected at the periphery in the non-viable tissue. The hypothesis is that the hRPC cells will migrate across the retina and integrate into the viable retinal tissue.

[hashertu] 16/1/2021 11:36

Thanks both. Had a look at the Jan presentation.
I also learned a new word, bleb.

[the stigologist] 15/1/2021 21:54

And a transcript apparently

[pdt] 15/1/2021 18:30

hashertu - I picked up the information on the Investor Conference call a few days ago. There is a recording on their website.

[hashertu] 15/1/2021 17:39

PDT. Post 7892.

Do you have any more information about the revised study protocol?

[gf123] 15/1/2021 15:22

What's all those trades about at £1.35? At that time they drop it and low and behold a load of big buys pop through a bit later.See this on a few shares recently.

[pdt] 15/1/2021 15:11

A good update, nice to see progress according to plan. In addition I believe they were using a different technique to place the cells in the eye. Presumably that has gone well so far. Once they have completed the safety review in a few weeks time they can recruit and treat the remaining 6 patients relatively quickly.

[deutsch4] 15/1/2021 13:31

Charts will tell you that, sometimes the tide comes in... sometime later it goes out again. Best thing is learn to swim.

[volsung] 15/1/2021 13:20

What he said

[homebrewruss] 15/1/2021 12:37

Myles McNulty is probably the reason for the rise today, he has a big following:

[the stigologist] 15/1/2021 12:36

Clear technical breakout now

I think we look very similar to March 2019...

And April 2019 was INCREDIBLE

[the stigologist] 15/1/2021 12:29

Yes. I wonder if US investors will start getting involved here

CDAK Codiak Mkt Cap $500m

RENE Mkt Cap is £70m (with £20m cash so EV £50m)

This has almost overnight become a mRNA and CRISPR play

[grum3still] 15/1/2021 11:30

Those comments from Hrouge on twitter are a clue. check out CRISPR tech stocks such as Intellia and their price action over the last year. Exosome technology is in the mix with these companies and these companies are potentially game changers for medicine.

[ayl30] 15/1/2021 10:49

Up 12% apart from RNS any other reason. Seems a late reaction if it's just the rns

[volsung] 15/1/2021 10:06

Bought in again. Maybe this time Rodders - next year?

[katsy] 15/1/2021 10:02

Ouch I feel sorry for anybody who was the wrong end of that 2007 spike. Still given the relatively tiny mcap here for a pharma this could 10 bag and still look very cheap.

[the stigologist] 15/1/2021 09:15

Myle McNulty positive

targeting 700p within 24-36 months

[someuwin] 15/1/2021 09:02

Building up position here.

[small crow] 15/1/2021 08:53

Good update. As always, these biotech innovations take a long time, but the potential here is massive in the RP alone.