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Every positive dataset adds intrinsic value. The market values ReNeuron less now than after the Fosun deal, and yet we're closer to the next partnership deal. Perhaps Coronavirus doesn't help, but when the warm weather comes and that clears off hopefully 150p will be a distant memory.
It would be interesting to see the individual patient results rather than mean improvements.
But then what would be more impressive, all patients having a 3 line improvement, or some patients significantly more and some less?
We benefit from a couple of larger insitutional holdings that should somewhat protect us from a cheap takeover. But I do agree with your sentiment, it's highly frustrating. The more I look at the results published this morning, the more encouraged I am. It's beyond anything else that has been achieved in this field to date, the share price is insanely low all things considered. Would be good to see some director buys at these levels as well.
Finally, does anyone have opinions to offer on this from the RNS:
"The Company has submitted a protocol amendment to the US FDA to expand the Phase 1/2a study to treat up to a further nine patients in the Phase 2a segment of the study with a dose of two million hRPC cells, which compares with the dose of one million cells used in the study thus far. The amended clinical trial protocol also allows for a greater range of pre-treatment baseline visual acuity in patients and includes changes that enhance the ability to use microperimetry testing to measure and detect changes in retinal sensitivity in patients treated.
The Company and its clinical advisers believe that this protocol amendment will enable the efficacy signal observed in the study thus far to be both better delineated and magnified when demonstrated in a larger and more closely defined group of RP patients."
Is the intention therefore to focus the higher 2 million cell dose on a certain type of patient? i.e. those with lower visual acuity? Microperimetry test assesses 'the quantity of light perceived in specific parts of the retina in people who have lost the ability to fixate on an object or light source'. Which to me implies that it relates to patients that perhaps wouldn't be able to read anything on the ETDRS chart? Higher dose for those with a greater level of degeneration of the retinal cells perhaps?
I just find it beyond belief that we have a signed a huge licencing agreement with Fosun, excellent clinical results, funding for two years, other product streams with great potential (Exosomes and Stroke treatments) and our SP is a fifth of what it was in 2007 when I bought in originally. We'll end up being bought for £2 a share from a large pharma and all the potential will be lost.
As a LTH I’m not surprised by this as it as happened many times before. Positive RNS followed by downward motion. Hopefully this time it will be followed by a sudden surge of big buys as has happened a few times in the past.
Prospero - agreed it a mystery solved only by human psychology. On a day like this, it seems like You see all your stocks -5% and this chap opens up 5%...and you think well I have a winner to pay for the losers...and you hope the news today is good enough for a 20% rally (I think it is) but instead of the stock rallying someone sells it. And suddenly your winner is sliding back to unchanged and all your other stocks are still sliding. Sell whilst ahead or ignore the noise and watch the rest slip away? Its a conundrum. This stock has had a lot of good news recently. The best of which was the removal of the overhang. I would - personally - like to see one more deal like the Fosun one last year to ensure £££ in the bank is enough for Rene to get to where it needs to. but this is a patience stock. All the director buys and options are considerably higher than where we are trading today. One day the market will realise the potential. We are deeply undervalued.
I don't understand this stock at all. Why is everyone selling on this news?
Does look good. Also thanks grizzly for posting that video over the weekend - always interesting to see the actual human impact these treatments can have, rather than just looking at positive numbers.
...remember very few people have currently received the treatment. It does look positive though!
Exciting times indeed.
Taverham, in the interest of accuracy, they're not opening an Oxford unit, they're expanding the trial to an additional site, in Oxford.
The opening of the Oxford unit endorses the fact that this treatment works and is here to stay.
It really is - I am beginning to get quite excited here. Sadly broader market malaise might have a more immediate impact but the newsflow is deeply encouraging.
The data is looking pretty good.