Tissue Regenix Share Discussion Threads

[bamboo2] 22/7/2016 10:09

graham, cheers for finding the vid. I did have a brief search, then gave up assuming the co would find a copy in due course.

Will watch later.

[grahamburn] 22/7/2016 10:05

In case anyone hasn't tracked it down or seen it, here's a useful link:



Go to the "Video" tab in the "Innovations TV" link, then "Latest Episode" and the Tissue Regenix sequence starts just after the 7 minute mark. Lasts almost 9 minutes.

Apart from being well produced, informative and fascinating, it is really great PR, especially as it also touches on all the other products towards the end.

[bamboo2] 22/7/2016 09:38

Significant shareholders

As at 18th July 2016, shareholders holding more than 3% of the share capital of Tissue Regenix Group Plc are:

Name of shareholder % of voting rights

Invesco Limited 27.80
Woodford Investment Management LLP 18.01
Techtran Group Limited 13.56
Baillie Gifford & Co Ltd 7.17
Jupiter Asset Management 4.57
University of Leeds 4.47
NFU Mutual 3.67
John Samuel 3.19


Shares not in public hands as at 18th July 2016 – 513,297,379 - 67.53%
Shares in issue as at 18th July 2016 - 760,124,264 ordinary shares of 0.5p each

[bamboo2] 22/7/2016 09:27

July 21, 2016 06:09 AM Eastern Daylight Time



LEEDS, England--(BUSINESS WIRE)--Tissue Regenix Group (AIM:TRX) (“Tissue Regenix” or “The Group”) the regenerative medical devices company will be featured on an upcoming episode of Innovations with Ed Begley Jr., airing via the Discovery Channel on Thursday 21 July at 7:30aET/7:30aPT.

The show will travel to Curitiba, Brazil to see how Tissue Regenix unique dCELL® technology is transforming the lives of heart valve patients, with over 1,600 operations now undertaken. ‘Innovations’ will hear from both the patients who have received the dCELL® valves, and Dr Francisco da Costa who is pioneering the treatment in Curitiba, where dCELL® valves have now set the benchmark for treatment.

Antony Odell, CEO Tissue Regenix Group commented: “We are very proud of the cardiac research work that has been undertaken in Brazil over the last 10 years. Innovations is an opportunity for us to showcase the life changing potential of our cutting edge dCELL® technology, particularly the heart valves”

dCELL® technology is a gentle process which removes DNA and cellular material from donor tissues. This leaves intact an acellular matrix upon which the patient’s own cells can repopulate, regenerating native tissue which will not be rejected by the body.

Tissue Regenix has applied dCELL® technology to wound care, orthopaedic sports medicine and cardiac applications, it is expected that the first dCELL® heart valves will also be available in Europe during 2017

[luminoso] 19/7/2016 09:56

fair enough to me, every board needs a constructive bear or two to promote debate.

[swiss paul] 18/7/2016 21:29

Mr B- am happy to agree that we disagree. However I will continue to be the board 'Bear' and make sure that potential punters are aware that not is all completely rosy.
IOTS

[luminoso] 18/7/2016 14:07

Yes, agree. Sold in one account and buying in another. According to the rns in March, he had 130m having gone over 17%. So has added, in this account, over 6 million shares since. Not sure how many were sold in Patient Capital.

[bamboo2] 18/7/2016 13:53

Woodford holds 136,922,158 or 18.01%

The 100k have taken him over the notification threshold. I think these are held in funds other than the Patient Capital, in which he has recently divested himself of TRX.

[luminoso] 18/7/2016 12:34

Is he just buying back the ones he sold before Brexit vote ?

[andrewbaker] 18/7/2016 11:54

Woodford bought more, and the company is still one with a good product, with revenues in US$ and others, so the falling £ is good here. Keep holding, buying or adding, IMHO.

[rayrac] 18/7/2016 11:27

Woodford ups stake by 100,000... Is that right?

Sp falls though.

[bamboo2] 18/7/2016 06:57

swiss, this BB is for all points of view about TRX, positive and negative.

I happen to think that your timescale for commercialising and generating sales of the Dermapure product is too short. 2016 is the first full financial year that the Dermapure product is being supplied in quantity. We have broken the $1m dollar mark. There is a range of forecasts for this financial year. We simply have to wait for the figures before we can make any judgements.

Meniscus, ACL, Heart Valve etc are seperate products under development. These will not be ready for sale until 2017 at the earliest.

You are welcome to continue to post your ideas about the company and to share any useful information as you see fit.

[swiss paul] 16/7/2016 10:59

Oh I well and truly understand their products and how they operate.

I have an will continue to speak with TRX - erm I don't remember you at the last AGM?

Anyway if your all happy to relax and make potential investors believe this is a brilliant co then that is fine. I will continue to voice my concerns and if y you want to put me on 'ignore' then that is a very simple process.

[bamboo2] 14/7/2016 21:53

swiss, I worry about your investment here, and your apparent lack of understanding of the companies products and the way it operates.

The management is open to answering emails. Why not approach them with your concerns?

[swiss paul] 14/7/2016 21:42

GB - the way you say it comes across as a lot of R&D still being pursued. What I have gone on about is the lack of sales from what I understand is a very well remunerated US sales force. Plus the inability of the board to commercialise current products.
So you may be happy to have your funds languishing in some laboratory or in some salesmen expense sheet - am not.
You can do your Mr Grace bit - whereas my thoughts are we need commercialisation of the product and these scientists are not doing it.

[grahamburn] 14/7/2016 20:15

swiss paul.

Such research, development, testing, trialling and regulatory procedures always but always take time and funds to pursue in medical areas. In many respects, Tissue is luckier than most as not all its products in development need to go through quite such rigorous and time consuming regulatory steps as other medical devices or drugs.

So, some of your comments and criticisms are somewhat wide of the mark, IMO.

[bamboo2] 14/7/2016 15:59

swiss, dCell Dermis will recover costs through sales in the USA and Germany, under the name Dermapure.

The research mentioned in the RNS this week concerns Meniscus and ACL.

Each ECM product will require its own clinical trial and CE mark/501(k). This will always mean extra work before the product can enter the market. Additionally, research will often be on-going.

eg the Stage IV Dermapure trial in the US is being used to help fine tune the use of the product. As we have seen in previous months, small scale studies are being extrapolated from the trial to help with marketing.

[edit for clarity.]

[swiss paul] 13/7/2016 19:54

igbert - trust me its about feet - other parts of the body as well, but TRX have waffled quite extensively about the size of the diabetes market - which as you can see from the research - attacks mainly the feet.

bamboo - yes that is correct, but that cost has to be amortised in some way. How are we monetising this and am sure the research must nearly be concluded by now?

[bamboo2] 13/7/2016 09:21

TRX don't supply Dermis to the NHS.

The manufacture and supply of Dermis is overseen by and licensed to NHSBT on a mutually beneficial basis. There will be no income for the co from the UK for dCell Dermis.

edit added, The payback for TRX from this arrangement is in the form of research and development testing and access to the NHSBT tissue bank. Without this arrangement, material for allograft testing and evaluation would have to be sourced from elsewhere in the world, and would lack clear provenance. I can't overstress how important this is in a historical context, looking at some of the terrible problems that have engulfed some US based companies.

My understanding is that Meniscus, ACL, Heart valves etc will produce UK income for the co.

[igbertsponk] 13/7/2016 08:46

That's a conference about feet.

Not sure TRX stuff is especially aimed at feet, more leg and bum sores.

[rayrac] 12/7/2016 10:44

Swiss, were you caught up in the bioprogress shambles!

[bamboo2] 12/7/2016 09:06

Igbert, agree.

swiss,

The latest RNS is written in plain English.

My expectations have not been built up, they have been confirmed. See my post last week.

The Meniscus trial is a success. If the product didn't work, the trial would not have got beyond two or three patients, before being pulled.

We are six months ahead of schedule in expecting to gain a CE mark in Q4 2016

Talks with the FDA are well advanced. 501k market clearance, will be a very fast permitting process. [eg look at time Surgipure [TM] took]

Refer to share price in chart above.

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The NHS deal means we have access to the UK's national tissue bank research and development team. In return we have handed over manufacture and distribution of dCell Dermis to NHSBT. I do not expect any co income from the UK for Dermis. The co will not manufacture Allografts in the UK, only Xenografts will be processed at Leeds.

====================================================================

The US co will have cost of sales in line with other similar organisations. Geographical spread is not my concern. Increasing sales turnover is the key, I'm not bothered if it comes from Florida or Alaska.

[igbertsponk] 12/7/2016 08:39

Lots of positive statements no problem for me - if you believe the Board then its good news. If you don't trust them then move along.