Trellus Health Share Discussion Threads

[wan] 03/9/2021 08:42

Interesting -

Sep 2, 2021
As Telehealth Space Expands, Companies Move to Secure Lab Capabilities

With the COVID-19 pandemic driving new investment and uptake of telemedicine, more providers are looking to offer their patients easy access to lab testing

Full story requires subscription -


In this regard, such capability and capacity is likely be assisted by the relationship with EKF.

[wan] 03/9/2021 08:26

Getting Started with Telehealth: What to Know to Make It Work for You
Blog | August 26, 2021
Jessica Caron, MS
Patient Advocacy Advisor
Trellus Health

While not new to healthcare, COVID-19 has pushed telehealth into widespread practice, which is great news for patients — especially those with gastrointestinal illnesses, like Inflammatory Bowel Disease (IBD) and Inflammatory Bowel Syndrome (IBS). Now, telehealth is more accessible and patient-focused than ever before.

In a recent scientific study, telehealth was shown to reduce the “financial burdens of chronic disease, improve patient quality of life, and lead to improved clinical outcomes” in patients with IBD. Such findings should encourage patients with chronic health conditions and give them confidence to consider telehealth as an option we should all try out.

It may be time to try Telehealth
If you haven’t yet, it may be time to try out telehealth. While it shouldn’t replace all aspects of traditional healthcare, telehealth can greatly improve access, reduce wait times and cost, and can even remove exposure concerns that are front-and-center these days.

Full blog post -

[wan] 26/8/2021 11:54

Update...in answer to my complaint to Barclays Smart Investor, part of which was them not showing the Trellus Health 'Entitlements', they have written to me stating they are currently in the process of setting up a line of stock called Trellus Entitlements to enable them to show these new shares.

Smart Investor now shows such entitlements in your ISA as "This product is no longer eligible in ISA" but provides a link into Corporate Actions, where they are shown, including all of the relevant details etc. with the same situation in the SIPP's.

So, let's also hope that the same will apply to the next value enhancement from EKF's relationship with Mount Sinai Innovation Partners.

[wan] 24/8/2021 08:58

Enrolment of 25 patients does not appear, on the face of it, enough to effectively demonstrate and indeed be persuasive in terms of illustrating the benefits. And arguably on its own, is somewhat underwhelming from a 'partner' looking to advance commercial development of the Trellus Health model for treating IBD, but it's at least a start, which importantly aligns with the admission document.

And in my view, it's also likely to be a strong indicator of why we should expect to see further announcements regarding additional demonstration projects in the near future, which yesterdays announcement also refers to, as did the admission document which highlighted 3 demonstration projects involving several hundreds patients and generating revenue in 2021, and expanding to thousands of patients in 2022 (including in the UK).

[nimbo1] 23/8/2021 22:30

not necessarily - highlights market cap vs the current commercial progress... is a medium-long term one imo!

[mikemine1] 23/8/2021 18:14

So, good news and the share price goes down??????? I've heard of "sell on the news" but this is plain ridiculous.

[wan] 23/8/2021 08:00

Pleased to see the announcement that the initial demonstration project has been signed/underway, and hopefully we will see others commence soon too.

Also of note was the estimate of the size of the opportunity, assuming Trellus move into other chronic conditions -

The Directors estimate that chronic and mental health conditions and IBD, represent over $3 trillion and $30-50 billion in total annual costs in the US, respectively.

For longer term investors (and healthcare systems/payors) the rewards could be substantial -

GROWTH STRATEGY
The Company expects its initial demonstration projects in the New York metropolitan area to generate demonstrable health economics and return on investment, which will in turn drive demand from payers and generate wider opportunities to scale contracts regionally and nationally across the United States. Once the business model has been successfully demonstrated in IBD in the US, there will be a medium-term opportunity to replicate the approach to other chronic conditions and to rollout other international markets (e.g. UK and Canada).

In addition, the Company intends to build a robust anonymised longitudinal data repository on its IBD patients, which can be leveraged to improve platform performance through predictive analytics, while fueling scientific discoveries and influencing healthcare policy. The Company plans to enter strategic industry partnerships with pharmaceutical companies to leverage its proprietary, anonymised longitudinal database to develop new products and inform clinical trials for existing and prospective drug treatments.

[wan] 20/8/2021 07:33

Two stories worthy of investor attention -

Who will prevail as the medical and technology worlds collide?
BY JOE CORRIGAN 19 AUGUST 2021

Joe Corrigan, head of intelligent healthcare, Cambridge Consultants, part of Capgemini Invent, examines the ‘collision’ of the medical and technology worlds.

With the slow inevitability of tectonic plates, the medical and technology worlds are colliding. From a distance, it seems that nothing is happening. But the ground is rising. New ways of working are being enabled by artificial intelligence (AI), data and edge computing. Doctors, patients and researchers are – like all of us – immersed in consumer-focussed digital services, which adds to the relentless pressure. This means that when a new user-centric medical service is launched, there can be sudden, seismic shifts in behaviour. Being able to foresee or cause these quakes will determine who ends up at the top of the mountain.

Nevertheless, as we go forward it will no longer be enough to simply ship the drug – companies will have to consider how it fits into the patient’s lifestyle and shape a service accordingly. This means coming to terms with the interpretation of real-time data. The ability to develop AI models that continually ingest data from devices to learn from and rapidly iterate product is familiar to the likes of Amazon but unfamiliar to pharma. For now.

The emphasis will pivot to demonstrating outcomes that are not set in stone solely by clinical trials but are rethought and readdressed by consumer behaviour. Outcomes that are influenced by whether the patient takes the drug or experiences real-world benefits. The key opinion leaders – the doctors and other healthcare professionals – will be the kingmakers here, along with patients. They may very well prefer the service to a competing drug because it considers behaviours that improve outcomes.

Medical devices are entirely different in that for each condition there are unique biomarkers that can be used to derive user actionable insights. And as I mentioned above, the support for the biomarkers comes from the KOLs in those markets. And when those user insights can be demonstrated to provide value to the end-user through outcomes, it becomes a truly differentiating opportunity for a manufacturer. Each patient group and subset of that group becomes a market with an independent platform value. So, we are likely to see commoditisation of certain services such as sharing data and secure storage, but clear differentiation and value that derives from niche applications that sit on those platforms.

In its paper – ‘Six winning roles for MedTech to thrive in the future of health’ – Deloitte identifies its most influential trends: data-sharing, interoperable data, access, empowered consumer, behaviour change and scientific breakthrough. Most of these are fuel to the fire of the tipping point of transformative data abilities I’ve described. Coming advances in AI, technology and interoperability will enable the next stage of evolution… the big switch to a data structure that allows for the network effect, the ‘Google moment’, and market domination. It’s time to listen to the tremors and act on them.

Full article -

NICE launches public consultation on tech evaluation programmes
19 AUGUST 2021

NICE has today launched a public consultation on proposed changes to the way it develops recommendations across its health technology evaluation programmes.

From today until 13 October 2021, NICE is seeking feedback on proposed changes to its health technology assessment methods, and processes. The consultation is the culmination of the most wide-ranging and comprehensive review NICE has ever carried out, which has involved health system partners as well as industry, healthcare professionals, academia, and patients.

The proposed changes signal how NICE is evolving alongside technological advances in medicines and data synthesis to continue to deliver excellence for patients, the NHS and the life sciences industry. These changes aim to provide greater predictability for industry, greater transparency for stakeholders and enable swift decision making for our committees.

The over-arching ambition of the proposals are to provide:

Earlier access to valuable new innovative treatments.
More equitable access to treatments for those with severe diseases.
Greater clarity and predictability of health technology assessment outcomes.
Enhanced flexibility in the use of a comprehensive evidence base, including use of real-world data.
Support for the life sciences vision of making the UK a more attractive place for life sciences companies to succeed and grow.

NICE is also seeking feedback on its eligibility criteria for devices, diagnostics and digital technologies and the aim and routing criteria for topics for evaluation through NICE’s Highly Specialised Technologies programme.

Meindert Boysen, deputy chief executive and director of the Centre for Health Technology Evaluation at NICE, said: “Operating at the interface between the world in which new treatments are developed and the NHS in which they are used, NICE occupies a unique position in managing the lifecycle of innovative health technologies.

“Our methods and processes are central to an internationally attractive life sciences offer in which we work collaboratively with our partners across the regulatory and life-sciences landscape on speeding up access to promising innovative new health technologies, including through the Cancer Drugs Fund, Innovative Licensing and Access Pathway, the forthcoming Innovative Medicines Fund and activities of the Accelerated Access Collaborative such as the MedTech Funding Mandate.

“Ensuring that our methods and processes are clear, transparent and predictable, these proposals further emphasise our commitment to making the journey for promising new health technologies even faster, and patient access fairer.”

NICE has confirmed that, following the completion of this review, it will move to a dynamic, modular approach to updating its methods and processes combined with improved horizon scanning for emerging methodological developments and challenges. The aim is to proactively adapt to new innovations and secure seamless evaluation and rapid access. Future modular updates for the methods will include health inequalities, digital technologies, genomics and antimicrobials alongside processes for managing technologies with multiple indications and rapid entry to managed access.

Full article -

[davr0s] 18/8/2021 18:57

Ah ok - just seen your post. Thanks

[wan] 11/8/2021 11:03

Food for thought -

Will the Future of Healthcare be in the Hands of the Tech Giants?

by Abigail Saltmarsh
August 10, 2021

With global healthcare spending expected to reach US$10 trillion by 2022 and technology making it easier to connect with patients, it is unsurprising that big-name players are entering the market. In recent times, Google, Apple and Microsoft have all made forays into the industry and now Amazon looks set to make waves this summer.

Digitization will be the linchpin to the path of dematerialization, demonetization and democratization, allowing care in real-time and across. He added:

“The pandemic taught us all that agility is central to the management of the virus as well as our lives. The ability to adopt and change isn’t just a physical construct that impacts tangible things. Agility must also be a mental construct that allows us to unlearn and relearn new ways forward—and technology is central to this idea. I believe the big tech companies will be a ‘partner in care’ and given their global reach this seems likely.”

Full story -

Management of chronic conditions will be (and already is) featuring. And we also know that Trellus will be expanding its services and offerings to additional chronic conditions.

In this regard, if you have an expandable digitally-delivered solution that's value-based, critical/unique proven proprietary technology/IP, backed up by results of improved healthcare outcomes (watch this space), that can also be rolled out to other international markets, one can see huge potential. And indeed the potential for further technology partnering opportunities ahead (over and above healthcare plans/payors), not to mention strategic pharma partnering.

And put another way, such an offering may be a good fit for large self-insured employers, such as tech giants, but with a wider ambition!

Recall that Trellus Health expects to generate initial revenue in 2021 through a number demonstration projects with healthcare payers in the New York City metropolitan area. The Company’s digitally-delivered solution and value-based recurring revenue model will present attractive unit economics, high margins, cash generation, and forward visibility as a function of the number of engaged patients in the program.

[cisk] 05/8/2021 20:16

DavR0s5 look at post #100.

[davr0s] 05/8/2021 19:45

So I've got a tiddly position as part of an EKF "dividend" but it's subject to lock-in. When I checked with HL they say that the lock-in is indefinite and there is no timetable to release them. Anyone know anymore as I've never come across this scenario before

[wan] 05/8/2021 07:58

Trellus Health - Precision Medicine Meets Resilience-Driven Care.

The following is insightful -

Personalizing IBD Patient Care: From Risk Stratification to Individualized Therapy
Blog | August 04, 2021
Corey A. Siegel, MD, MS
Scientific Advisory Board Member
Trellus Health

[wan] 02/8/2021 10:39

Most readers will know that once Trellus Health's business model has been successfully demonstrated in IBD in the US, there will be a medium-term opportunity to replicate the approach to other chronic conditions and to rollout other international markets e.g. the UK.

The following recently piqued my interest -

Aled Stevenson
Managing Director, UK at Trellus Health

Experience

Trellus Health
Managing Director, UK
Company Name Trellus Health
Dates Employed Jul 2021 – Present
Employment Duration 2 mos

AstraZeneca
Regional Business Manager
Company Name AstraZeneca
Dates Employed Mar 2002 – May 2021
Employment Duration19 yrs 3 mos

[wan] 02/8/2021 10:07

Trellus Health listed on AIM in May 2021, so May 2022.

[adobbing] 02/8/2021 09:47

Thanks.
Yes, result of EKF holding.

So if I understand that correctly, they become “accessible221; around 17th December 2021?

[wan] 02/8/2021 09:32

Forgot to add that no action should be required!

[wan] 02/8/2021 09:31

One assumes that it may be what you are due i.e. your dividend in specie shares from holding EKF? -

The Company's shareholders on the register as at close of business on 17 December 2020 ("Relevant EKF Shareholders") will receive one A Share (each a "Dividend Share") for every 16.25 ordinary share held in the Company.

Relevant EKF Shareholders will become the beneficial owners of their respective Dividend Shares upon completion of the transfer of the Dividend Shares to Broadway Nominees Limited (“Broadway”), at which time an ‘omnibus’ share certificate in respect of the Dividend Shares will be issued and held by Broadway, to be held on trust by it on behalf of the Relevant EKF Shareholders for a period of:

365 days following admission to trading on AIM

[adobbing] 02/8/2021 09:18

Still showing 92 x TRELLUS HEALTH LIMITED A ORDINARY in my account with £0 value.

Please could somebody remind me what is happening with these, do I need to take any action?

[wan] 23/7/2021 12:07

Interesting overview of the digital health sector -

H1 2021 Digital Health Funding: Another Blockbuster Year…In Six Months
H1 2021 secured $14.7B in digital health funding, already surpassing all of 2020’s funding. The half closed with 372 deals and an average deal size of $39.6M, spearheaded by 48 mega deals which accounted for 59% of total H1 2021 funding. Public exit activity ballooned with 11 closed IPOs and SPACs, with another 11 SPACs expected to close in 2021.

The digital health investment climate in one word: Up.
Funding, up.
Deals, up.
Deal sizes, up.
Acquisitions, up.
Public exits, up.

Reaching New Heights
Just six months ago, 2020’s full year digital health funding numbers blew us away, and by Q1 2021, we staked our claim that digital health was all grown up. It’s been a wild ride watching Q2 2021 blow Q1 out of the water. We’re most inspired by the digital health companies making the most of this momentum to leap forward in the direction of massively changing healthcare for the better.

From our perch, we’ll balance our excitement with a vigilant eye toward the real world implications of digital health’s fast-paced activity in the private and public markets. We know today’s environment presents as much opportunity for entrepreneurs and investors as it does risk, and it’s important that neither party gets caught flat-footed once digital health settles into a new funding stride.

The fundamentals—new solutions to big problems, high-quality teams, laser focus, and strong investment syndicates—will endure as the driving forces of digital health’s maturation and impact on the entire healthcare sector. As we look forward, we know that digital health’s journey to impact is a marathon, not a sprint.

Full update -

[wan] 22/7/2021 10:25

Update...For a change, the process of lodging my share certificates with Barclays was straightforward and seamless. So, credit where it is due.

Link Group are behind the curve though in alerting me via 'post' that they had received an instruction to transfer the shares out of my name and that it was a potential fraud and to contact them immediately if I did not authorise it (given the implications, a telephone number given that's no long available, and the other phone number not answered, I am not sure they understand what immediately means!)

Their letter arrived 'after' the successful lodging with Barclays and the shares showing in the account. Put another way, the transfer and sale (I have not sold any, and won't be for the foreseeable) could have taken place several days before the letter arrived!

[wan] 22/7/2021 09:34

How Trellus Health Elevates Chronic Disease Care: An Interview with Dr. Marla Dubinsky, MD
Blog | July 21, 2021

Dr. Marla Dubinsky, MD discusses how Trellus Health uses resilience-driven care to improve health outcomes, empower people living with chronic health conditions, and how breaking down barriers that prevent access to gold-standard care benefits everyone — patients, providers, and payers.

What is Trellus Health?
Trellus is a digital health company for chronic conditions with a mind-body focus and scientifically validated approach proven to build and strengthen resilience, change disease interfering behaviors, and improve outcomes for patients. We are the first and only connected digital health platform for chronic conditions that integrates physical and mental health — both of which are essential to achieving well-being.

By leveraging technology to drive communication and collaboration across multiple healthcare teams, Trellus can help people with chronic conditions improve resilience. In short, Trellus is a framework or a lattice that supports patients so that they can experience positive health outcomes and thrive.

In fact, the name Trellus was meant to embrace these principles of connectivity and positivity. A trellis is an interconnected supportive structure that allows plants and flowers to grow and thrive. The “us” at the end of our name represents the team and that connecting people is an essential part of the equation, and empowering patients to be equal partners in care.

What unmet market need drove you to start Trellus Health?

Full interview -

[gocanes] 19/7/2021 13:59

Investor presentation this Thursday @ 10am -

Matthew Walls, CEO and Paul Foulger, CFO will provide a live investor presentation via the Investor Meet Company platform at 10am BST on Thursday, 22 July 2021.



The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation.



Investors can sign up to Investor Meet Company for free and add to meet GENinCode plc via:hxxps://www.investormeetcompany.com/genincode-plc/register-investor