Trellus Health Share Discussion Threads

[tia01] 12/12/2024 15:55

It’s been a horrible week in trls with sells and few if any buys keeping the shares at all time lows.
Any news leak could cause a huge positive reaction rally which would be welcome news for current shareholders nursing huge losses

[tia01] 10/12/2024 09:09

Is the bottom close.
What is the turning point.

[tia01] 09/12/2024 08:26

Surely news due to kick start this. The board have to realise the market is hungry for news flow

[ravenrussia] 07/12/2024 14:51

I am also looking into buying this next week as bio technology companies are now being tipped as the best sector to be in.

From what i have read today TRLS are waiting on some important deals from America

They seem to have enough cash to last well into final quarter of 2025 ( assuming no revenues at all)

I will be buying some on Monday

[tia01] 06/12/2024 07:16

I think the only reason for the fall is cash burn and lack of revenue this so far but this could change and they still have 8m v 1n market cap

[allesandro] 05/12/2024 16:03

Guys this just popped up on my radar,any LTH give a quick outline of what is happening at TRLS ? why the big fall in share price ? all i see is positive RNS

[tia01] 05/12/2024 08:34

Will selling price move upwards!.

[tia01] 05/12/2024 07:21

Could this really be an opportunity we don’t want to miss!!!!!

[talais] 04/12/2024 09:49

Blue, news must be due

[tomboyb] 31/10/2024 11:02

Probably the easiest Job in the world -

Sit back / relax /spend and when money runs out point out market conditions -

Those TRLS videos are there to see -

No shame -

[tomboyb] 31/10/2024 11:00

Lets see how much cash this company has left by December -

All excuses will be there -

[tomboyb] 17/10/2024 13:51

Wan if possible get rid of whatever is here and return residue cash to shareholders -

My worry is they are adamant on spending the lot -

[tomboyb] 17/10/2024 13:48

100 downloads -

Never heard so much nonsense -

You can get that in an hour with an incredibly limited budget -

When they raised $28million some one must have thought their lottery had arrived -

[faz] 17/10/2024 13:40

Im afraid Wan is either deluded or thinks he is doing us all a favour in posting such nonsense constantly, on EKF particularly. I believe it was Carclo originally, but that lost everything, then EFK, which has taken ten years to be below where it was, and now these Sinai spin-offs.

[tomboyb] 17/10/2024 13:39

They have burnt through over $22million -

What do they have to show for it? -

$50k turnover and 100 downloads of its main app Trellus elevate -

The broker has some questions to answer -

[tomboyb] 17/10/2024 13:26

Problem you have Wan is buy "what" exactly? -

It is actually a question that should be posed to the house broker -

[wan] 17/10/2024 13:20

The following news is very interesting, demonstrating that there is high reward for getting it 'right' in the IBD/IBS space -

Oshi Health Raises $60M Series C to Strengthen Its Position as the Category Leader for Virtual Digestive Care
October 16, 2024

This new capital will help extend the company’s market leadership and momentum, by adding partnerships with more provider groups, growing payer coverage, servicing new employer partners, and expanding into Medicare populations beginning in 2025.

“Digestive health is an urgent and under-resourced category, and Oshi stands out for its unique ability to provide proven clinical care that delivers faster relief for patients and significant savings for employers and health plans,” said Nancy Brown, General Partner at Oak HC/FT. “We are thrilled to support a team that is transforming value-based models within the virtual health space.”


Oshi Health is a virtual-first gastrointestinal care clinic integrating evidence-based medical care and behavioral health support into a convenient, high-touch and data-driven care model.


Read the full release with envy (and weep),they could, in theory at least, buy Trellus with some pocket change!

[pugugly] 17/10/2024 11:00

wan:> Just love your last paragraph - Should be in bold print as the first post on every thread.

[wan] 17/10/2024 10:53

Trellus Health® is commercializing the provision of digital chronic condition management solutions

Trellus' cash position is currently circa £4-5m, with a market cap currently at £1.2m.

Whilst I don't dispute the dire performance in terms of both share price performance and commercial progress, it appears quite clear that Trellus Health's features and capabilities cost a lot more to develop and market compared to the current market cap (shareholders have certainly paid for it!), and even including the possibility of a significant bid premium, not to mention the current cash position, another player could acquire what appears to be a very cheap option.

Even a significant premium to the current share price could still be below the cash position, and with some companies in the sector apparently looking for strategic acquisitions that will add new features and capabilities into their products, Trellus could arguably be on certain radars. Particularly as a key benefit of Trellus' methodology is that its condition-agnostic (it can be utilised in management of many more chronic conditions) and Trellus has revealed that they are in discussions with potential partners across all their commercial models, including two later-stage discussions.

The following article provides further food for thought -

Digital health deal count declines in Q3, but check sizes stabilize: Rock Health
Start ups notched just 110 deals in the third quarter, compared with 133 in the second quarter. But average deal size held steady.

Published Oct. 14, 2024

Now, digital health companies are looking to build up their offerings, sometimes through strategic acquisitions, to compete with legacy healthcare firms, according to the latest Rock Health report.

The sector has seen relatively few cases of companies acquiring their competitors this year, a type of M&A that drove increased consolidation in 2021 and 2022.

But the analysis noted some digital health companies are using M&A to add new features and capabilities into their products, rather than just grow the company overall. That could be especially wise after a period of valuation decline among digital health startups, report authors Adriana Krasniansky, Sari Kaganoff and Tiffany Marie Ramos wrote.

“Acquiring a startup with a built-out product and sales, potentially at a depressed price, can be more affordable than building a new product and customer base from scratch,” they said.

Full story -

As I said previously, I am not holding my breath given the absolutely dire performance to date (I have grudgingly accepted and partly mitigated the near total loss).

Please conduct your own research when making investment decisions, as the originator, market commentators, or the threads contributors, could be either wrong or inaccurate.

[wan] 16/10/2024 14:15

There is change, and thus the dynamics may change too, excerpts from the recent Half-year Report -

Signed content licensing agreements with two large pharmaceutical companies, highlighting the diversification and applicability of Trellus Health's proprietary resilience-based methodology. Increased commercial focus on agreements with pharmaceutical companies and clinical trial research organizations, where Trellus Elevate™ and resilience-based assessments can provide value for partners.

Trellus Elevate™ and our proprietary resilience-based assessments can provide significant value to pharmaceutical companies and within clinical trials, by enhancing medication adherence and reducing participant trial attrition and screening failures, and we intend on pursuing further agreements in these spaces in future.

Also encouraging has been the exploration of new ways to leverage our methodology and provide value for partners. This has been underlined by our first two licensing agreements with pharmaceutical companies, but securing further partnerships, by enhancing pharmaceutical PSPs, or incorporating resilience assessments within clinical trials, will also be a key focus for the business going forward. A key benefit for us that our methodology is condition-agnostic - whilst IBD is our initial use case, it can be utilised in management of many more chronic conditions, and we are able to adapt quickly to client specifications, and customizing programs at little-to-no additional spend, maximising the opportunity ahead of us.

Whilst no certainty can be given as to the timing or outcome from negotiations, we are in discussions with potential partners across all our commercial models, including two later-stage discussions and we look forward to updating the market as appropriate.

[wan] 16/10/2024 13:43

Food for thought:

There is a lot at stake (patients and market penetration) as competition is heating up in the inflammatory bowel disease drug market, but what could further differentiate clinical trials, and ultimately long term success with patients, Trellus Elevate?

Lilly touts Omvoh’s superiority over J&J’s Stelara in Crohn’s
Stelara is one of the most successful Crohn’s therapies, generating $10.8bn last year, Lilly hopes to introduce Omvoh as its competitor.

Phalguni Deswal
October 15, 2024

Whilst Omvoh is not yet approved by the US Food and Drug Administration (FDA) to treat Crohn’s disease, it was approved for ulcerative colitis (UC), another type of inflammatory bowel disease (IBD). Lilly’s therapy is facing stiff competition in the IBD market from established high-grossing drugs such as AbbVie’s Humira (adalimumab) and J&J’s Stelara (ustekinumab).

Humira and Stelara generated $6.9bn and $10.8bn in global sales last year, respectively. Humira has already seen a decline in its profits with the introduction of biosimilars, with AbbVie reporting a 31.9% decline in the therapy’s revenue due to biosimilar competition in 2023 compared to the previous year. J&J has also made moves to position another of its monoclonal antibodies, Tremfya (guselkumab), as a successor to Stelara, which has already found success in the IBD space.

Lilly has filed for approval of Omvoh in Crohn’s disease with multiple global regulatory health authorities, including the FDA. The company is also evaluating the therapy for IBD in paediatric patients in three Phase III trials.

Full story -

[tomboyb] 16/10/2024 11:56

The cashburn is enormous and for nothing -

[tomboyb] 16/10/2024 11:55

There is hardly any business here -

Its a Tech Healthcare company whose tech no one wants and despite that they have spent 10s of millions on what exactly? -

Its main product has been downloaded just over 100 times! -

I could create an app and within a few hours it will be more than 100 downloads -

They have had 3 years and spent over $22million -