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Started: The.Italian, 25 Jun 2026 12:20
Last post: Ecclescake, 3 days ago
Figures :))
I Wouldn't be surprised to see a larger uptake in China. Chinese men could be very different to EU men and open to using PE delay sprays, driven by shifting cultural norms, a booming e-commerce market, and a growing emphasis on mutual satisfaction. We will have to wait and see fingers 🤞
Well it certainly moved the sp meter….not.
It’s all meaningless if they cannot sign any license agreements.
We are 6 months in to 2026 and no news on any DLI license agreement being signed, even though it was stated in Dec last year. They optimistically expect to sign 56 license agreements in 2026, yet, even with half that number (not so optimistically) we assume half. That is still about 12 license agreements to date…. But where are they ?
The sp may move more positively once it is announced Senstend China sales have started, but even then, I feel after the EU let down, the market will want to see the income. This all depends on available number of cans which currently is not a lot. Also, why would sales be any different than the EU to begin with ? Surely a Chinese males thinking and attached stigma must surely be the same? Granted, as the annual market size increases, more cans will be sold, but how long will that take ?
It will certainly take many years before, if at all, the company actually becomes a market leader which the recent announcement alluded to had happened on the approval alone…….cough.
Like so many previous announcements, as The.Italian posted. “To be taken with a pinch of salt’
The news is hitting the stock tip sheets in HK
https://www.tipranks.com/news/company-announcements/deep-longevity-wins-global-recognition-in-nestle-smart-aging-challenge
RNS PDF
https://www.endurancerp.com/ICMServlet/download/14-3128-5109/Press%20Release%20-%20Deep%20Longevity%20Named%20Runner-Up%20in%20Nestle%20VITAL%20Smart%20Aging%20vF.pdf
Interesting RNS today re deep longevity.always need to judge these things with a large spoon of salt to hand, but this does look more promising than usual. any potential link to nestle is to be welcomed. certainly not saying it will lead to anything of substance, but it does read well. incidentallly, the quality of the writing of the RNS is well above normal.it is delivered with considerable perspicuity imo, so that even i, with limited technological understanding, could follow it. hoping for more news on this front in due course.
Started: Alquemie, 26 Jun 2026 12:07
Last post: Alquemie, 3 days ago
A Chinese colleague was kind enough to point me to an analysis of the NMPA's "Annual Report on the Progress of New Drug Registration Clinical Trials in China (2025)".
It confirms the somewhat surprising clinical development activity around potentially competing lidocaine-prilocaine sprays, with 20 studies registered in 2025, comprising 17% of the top ten small molecule studies. From the English translation:
"The top 10 chemical drugs have a total of 117 registered trials, accounting for 7.0% of new chemical drug clinical trials. Lidocaine and prilocaine aerosol have the most trials, with 20".
Being a next to invisible treatment modality, I can only see the attraction as being the low technical requirement and high probability of approval on demonstration of non-inferiority to Fortacin as reference product. Interesting challenge for Fosun- aggressive launch and hope for first-mover advantage, or accept that inevitable domestic competition will constrain pricing and let it drift as just another low-margin branded generic?
Started: bignose58, 22 Jun 2026 03:23
Last post: bignose58, 23 Jun 2026
We can’t disagree with that Kendall.
To gain positive and meaningfull SP action insitutional shareholders need to come on board. Given the woeful track record of this company and JM's clear wish to avoid this happening (in order that he can maintain uncontested and unscrutinised control) this appears highly unlikely at the moment, if ever.
What JG should be doing, and he should of been doing for some time is making company investor presentations in person to every institutional investor/ fund willing to listen to him. I do him an injustice he did once attend the JM promoted Master Investor Conference probably well over a decade ago now ! It is beyond pathetic and it is all too late.
Instead he does absolutely nothing, except utter a few carefully choosen but wholly meangingless, worthless words on how RP has undergone yet another transformational event. The market clearly does not believe a word he says.
In the meantime he devotes his time to taking care of JM's legal needs whilst he hides from his abject failure of his leadership of RP on all fronts.
Bothwell,
I heard you the first time.
It’s a shambles. No movement on China approval.
It’s a shambles. No moment on China approval.
Started: The.Italian, 18 Jun 2026 11:43
Last post: bignose58, 21 Jun 2026
Kendall.
Yes, all very interesting. I did wonder when I saw they voted against the move to HK. I just wish I had seen the light and did the same. Unfortunately, like I suppose many others, I was sucked into the idea of becoming a billion dollar leader and of course because Dr Mike encouraged us all. Little did I also realise at the time that Dr Mike wasn’t interested in becoming wealthy, he was much more suffering from Pronoia. And more concerned about getting FDA approval. He emailed me so many false starts about “keeping US pharma HOT” and “a license agreement was going to happen in the coming months” (that was several years ago) that he forgot about the shareholders who stumped up the cash which kept the company going in the early days. I suspect, and this is just speculation on my side, he was also driven from not receiving global recognition for the little blue pill and needed recognition for Fortacin. He now appears to have fallen by the wayside and will not receive any recognition for it. There is no longer any mention of there being a scientific officer, let alone Dr Mike. And even when there was, he was only recognised for Fortacin and nothing else within the company .ie. DBS/Yooya and the DLI.
Bignose - I don't know anything about Korea outside of the press reports, the accuracy of which I cannot verify.
However:
I always questioned why the company was moved to HK. This resulted in its largest insitutional shareholder, the activist and renowned pharma US HF Baker Brothers being forced to sell down its holding, as it had no mandate to hold to hold Chinese stocks. This cleared the way for complete control for JM without being answerable to a single shareholder with some clout at least.
In recent times JM's connection with the so called "Bad Boys of Brexit" and in particular Aaron Banks, a fellow director in the Isle of Man Conister Bank with strong personal connections into Russia is all a bit grubby.
As private shareholders we have been screwed.
I have been here for since 2012 and have watched my investment diminish by 91% on European approval and China approval. (Which was stupid and me believing in the company RNS’s)
I got sucked in like most of us in here and made the major mistake of ploughed too much money in. Most of it is in my Pension Fund so I still have time to recoup some of my losses but I now need the SP to rise to 10HKD to breakeven which is ridiculous and probably impossible within the next 10 years. I was at one stage up 20% in 2017/18.
I had hoped that this was going to be the Money Fountain to my retirement but the Management had other ideas.
Where does the SP go from here in the next months and years is anyone’s guess but most will probably say downwards.
Do I pull out now and take my losses or do I just keep
on hanging in for an up turn on China sales and US approval…..
Kendal,
Maybe it has some connection with the South Korean arrest warrant that was issued for JM several years back for market manipulation. I think I remember reading somewhere that JG dismissed knowledge of it when interviewed.
Suffice to say, JM never went back to contest it and, again, I think I read somewhere that his South Korean associate became the fall guy.
As far as I am aware the warrant has now expired, although I am sure he will never want to set foot in that part of Asia again.
Try googling it as I'm sure you can still find ref to it, if you are interested.
"insanity is doing the same thing over and over again and expecting different results"
I am afraid that believing anything that emanates from JG is insane.
Why on earth is JG still in post? This goes beyond incompetence - pity there are no institutional shareholders to legally challenge the negligent management of RP. Its has been used as a plaything for JM's vanity projects with his pals, and with a complete disregard to RP shareholders.
No wonder they thought best to move Ple from AIMall those years ago to far away in HK. No other good reason has emerged.
Started: Alquemie, 19 Jun 2026 13:26
Last post: Alquemie, 19 Jun 2026
Chinese pharma companies are quick to pounce on patent-expired products. A quick search returns 27 registered clinical studies involving lidocaine-prilocaine aerosols sponsored by ten companies. Four are potentially within 18 months of approval. None are reliant on data contained in the Fosun submission (all use Fortacin as the active comparator).
Breaking down disclosed licensing arrangements, there are are at least five different products in development (Anhui Jiexi Pharmaceutical Co., Ltd;Beijing Zhongtaibang Pharmaceutical Technology Co., Ltd; Shanghai Shangyao Zhongxi Pharmaceutical Co., Ltd, and Jiangsu Kefeiping Pharmaceutical Co., Ltd, Zezheng Biotechnology Co., Ltd).
Of course, not all will progress in development or reach approval, but there is a high probability of at least one generic hitting the market within two years, exerting pricing pressure and reducing the RPG royalty. I would not interpret the level of competitor activity as indicative of expectation of a significant market- domestic companies will chase any opportunity.
Started: ripley94, 28 Nov 2022 22:32
Last post: ripley94, 18 Jun 2026
$0.98
Broker has me -12.76% down to date .
................................................................................................................................................
Drug Approval Milestone: On June 16, 2026, the company announced that its therapy, Senstend, received approval from the NMPA in China, triggering expected milestone payments of US$7 million in 2026.
......................................................................................................................................................................
Annual General Meeting (AGM) Results: At the AGM held on May 29, 2026, shareholders granted the board a general mandate to repurchase up to 10% of the company's existing share capital.
While this gives the board the authority to buy back shares, no specific tender offer has been launched following this authorization.
...........................................................................................................................................
Going Concern Warning: In its annual report filed on April 29, 2026, the company's auditor expressed doubt regarding the group's ability to continue as a going concern due to its cash position .
$0.98
Hit $1.2 on 17th June 2026 , matching 9th December one year high .
Regent Pacific surged significantly in June 2026. This vertical climb was triggered by regulatory approval for its flagship drug, Senstend™, in China. Analysts project a potential commercial turnaround as the company transitions to a revenue-generating stage, though some remain cautious due to historical financial instability and previous going-concern warnings.
Broker will not let me add and can only sell in 10000 lots .
$0.58
Hi Bothwell... Https://mol.im/a/15848549 is behind a paywall .
Can others give reason they are continuing to hold here as I do not know why am .
Regent Pacific declined toward historical lows throughout June. This movement was primarily driven by an auditor's going concern warning and sustained net losses. Sentiment suggests a cautious outlook for the next quarter, as analysts project continued volatility despite potential commercial milestones for its lead drug candidate in China.
Broker will not allow buys .
Unfortunately this product is not available for trading. This could be due to regulatory reasons, your current trading settings or an internal decision.
Transactions history looks such a mess .
Shows -42.44% down with a Break-Even Price of HKD 1.05
11/05/2016 REGENT PACIFIC GROUP the first large amount of shares for nil payment ( might be the Plethora swap )
..................................................................................................................................................................
Regent Pacific rose during May following expansionary moves but remains volatile. Analysts project continued pressure despite strategic pivots into the US market. While regulatory milestones in China offer potential upside, sentiment suggests a cautious outlook for the next quarter as the company manages significant net liabilities and dilution risks.
Regent Pacific rose slightly recently but remains volatile. Analysts attribute this to optimism over the mid-2026 launch of Senstend™ in China, despite historical losses. Sentiment suggests a cautious outlook for next quarter as investors weigh upcoming drug approvals against high speculative risk and persistent negative earnings.
.........................................................................................................................................................................................................
Potential Shareholder Dilution: The upcoming 2026 Annual General Meeting on 29 May will seek shareholder approval to grant directors a mandate to issue up to 20% new shares. While enhancing capital flexibility, this authority poses a significant risk of ownership dilution for existing investors.
Dougie, this changes nothing with respect to the US. The FDA does not consider Chinese or other single country data in an NDA unless applicble to a US population and to US prescribing practices (there are other barriers with respect to study design, and on-site data validation).
The FDA rejected the data included in the EMA submission some 16 years ago, on the basis of not including a recognised, validated co-primary endpoint. The FDA stance has never changed.
Consider this from a partner perspective: a failed Phase II study and negative FDA opinion; a large and diverse Phase III study required to enough to both validate a novel co-primary endpoint and to establish objective and subjective efficacy; the fixed-dose combination rule; the absence of intellectual property; manufacturing know-how residing with a third party; sales history; preponderance of monograph products; no reimbursement and possibly MFM pricing.There's not a company (nor fund) in the world that will touch this.
As I mentioned, past history has impacted shareholder confidence in a big way and I don’t expect it to be a lot better anytime soon.
Approx 3 months (which I doubt) till supposed can sales start. Only a limited number of cans available, based on the last update of 40k can production every 4 months. I suspect this year will see very little income from sales. Yes, there is the 7 mill USD which no doubt will be used to pay off Jim’s 7mill USD.loan. There is, according to the end of year results, enough cash to last till next June. Next year they need to make 2.25 mill USD in sales to break even just for that year.
What we and the market needs to see is can production so we have some idea on possible expected sales figures. Quoting a 9 mill target means nothing without the Added can supply.
Also, I wonder what sort of sales figures the other, already approved, product is currently making ?
The future is not as roses as they make out.
And posting BS Like this doesn’t help => “This approval represents a major inflection point for the Company marking its successful transition into a commercial-stage biopharmaceutical leader”, Biopharmaceutical leader !!! What utter tosh.
Show us the money…..
Nothing surprises you with RP.
We have gained NMPA approval in China which is a significant step for the company.
Volume of traded shares yesterday of 4.5 million
Today 1 million
The SP is down 11% over the last year…..
The SP is down 73% over the last 5 years.
Yes there only roughly 25% of the company held by the private investor so liquidity is low.
Only one winner here and it isn’t us.
We all had hoped a rerate but we have had none on yesterdays news.
I really don’t think it will make much difference. The EU approved the drug and has data for thousands of subjects, they have also approved it as OTC which also indicates no subject issues. And remember initially the unambiguous FDA agreement meant RPG made the statements that approval would be given by June 2017. This date was obviously possible due to limited study requirement. Then it all changed and PLE had to jump through hoops to get even where we are today. Since We are heading towards phase iii, which is considered a minor requirement compared to phase II, I am sure they will want to see it to the end.
Note: One of the reasons it’s taken so long from the start of phase II is because RPG didn’t have the money. This was quite apparent when shareholders were advised the phase II 15 month study would end after only 12 months. Most thought it was good news meany 75% of subjects had been processed, however. At the end of the study, shareholders were informed on 15 subjects were processed. Then Jim injected 10 mill USD and the remaining subjects could be recruited and processed which all happened within the 2020 covid year.
That is also why it has taken over 18 months and still no license agreement to finish phase iii. RPG would rather lose 3mill squid on the DBC and pay 3.79 mill USD for the DLI, which is still not generating an income, rather than get the FDA approval over the line.
As Dr Mike told me 3years ago, if JG had given him the money when he asked for it, the FDA approval would have been given by then, hence the earlier approval dates shown in the presentations which were produced by Dr Mike.
So no, I don’t think it will make any difference.
Yes, my thinking was we now have European and Chinese approval, surely this is a positive sign for potential partners in the USA who would look at this like FDA approval could definitely be achieved.
Also I have been reading a lot due to my limited knowledge, and it seems the FDA may allow shorter and less time intensive studies for a situation like this where the product is approved by other significant governing bodies (EU and China)
Hopefully we have turned some sort of corner and we do not sink back into the abyss like after every previous announcement that seemed positive!
Started: The.Italian, 15 Jun 2026 15:47
Last post: Alquemie, 17 Jun 2026
No...I am...;)
Appreciate the thought to give a heads up Alquemie. Maybe you are not as bad as they say
I did wonder if anyone would risk a punt based on my heads-up, and was surprised that no one could verify the notification. Public announcement, no AI assistance necessary, although I'm familiar with the source through pipeline analyses and competitive intelligence briefs.
FYI. Listed at #192
https://www.nmpa.gov.cn/zwfw/sdxx/sdxxyp/yppjfb/20260615164707149.html
Whats amazing here is how Alq has managed to get ahead of the curve. I was very exercisied today trying to confirm his post with a view to adding to my meagre holding !
Started: Bothwell, 16 Jun 2026 12:32
Last post: bignose58, 16 Jun 2026
All well and good but even RPG have stated there is still a certain stigma and uptake in the US is Low.
All the writing in the world does not equal sales which far isn’t equating to much.
PARIS, HERE WE COME.
The future of healthcare isn't waiting for the next breakthrough.
It's learning how to predict, prevent, and personalize aging itself.
We're bringing biological aging clocks to VivaTech 2026, and our CEO Deepankar Nayak, is flying in from London to make every conversation count.
At Deep Longevity, we're asking a simple but powerful question:
What if healthcare focused on how well you're aging rather than waiting for disease to appear?
If you're attending VivaTech Paris (June 17–19), this is your chance to explore what it truly means to measure biological age, not the number on your passport, but the one written in your cells.
Whether you're an exhibitor, startup, investor, speaker, healthcare organization, or technology innovator, we'd love to exchange ideas and discover opportunities to collaborate.
Let's make the most of VivaTech.
Let's redefine aging.
Let's build a healthier future together.
📍 VivaTech, Paris
🤝 Meet our CEO, Deepankar Nayak.
There's something bigger happening than a startup challenge.
The world is changing how it thinks about aging.
For decades, healthcare has focused on treating disease.
Now, a new question is emerging:
How do we help people stay healthier for longer?
That question brought together innovators from around the world through the Nestlé VITAL Smart Aging Challenge at VivaTech 2026.
We're honoured that Deep Longevity has been recognised as one of the winners.
But what excites us most isn't the recognition itself.
It's what this moment represents.
A global conversation where nutrition, AI, biomarkers, and preventive healthcare are beginning to work together toward a common goal:
Making healthy longevity more accessible.
We're grateful to Nestlé VITAL and VivaTech for championing this vision and to everyone working to build a healthier future.
Started: Bothwell, 16 Jun 2026 11:57
Last post: Bothwell, 16 Jun 2026
This is a truly
defining moment for the Company. The approval of Senstend™ by the NMPA underscores
the strength of our scientific innovation, the quality of our clinical development, and our
unwavering commitment to patients. We believe this milestone not only validates our
commitment to the treatment of premature ejaculation but also positions us strongly for
sustained growth and long-term value creation. Moving forward, the United States (the “US”)
is the logical next priority market for Fortacin™. Given the scale and attractiveness of the US
addressable market, management is actively progressing the necessary workstreams with a
view to finalising the regulatory approval pathway for Phase 3 clinical studies during 2026.
We consider this to be a key strategic objective and an important potential catalyst in the
Group’s broader international growth trajectory.”
Senstend™ has demonstrated robust efficacy.
Started: Alquemie, 15 Jun 2026 11:32
Last post: Alquemie, 15 Jun 2026
That should have read " {NB Primacaine IS NOT prilocaine, but I'm assuming that this is a translation error]
As per the NMPA website, drug approval notifications posted June 15th:
Serial no. 192
Request no. JXHS2500041
Drug Name Lidocaine and Primacaine Aerosol {NB Primacaine IS NOT lidocaine, but I'm assuming that this is a translation error]
Applicant: Shanghai Fosun Pharmaceutical Industry Development Co., Ltd.
Approval No. National Drug Approval Number HJ20260058
Approval Date: June 10, 2026
We are all gluttons for punishment. Its called greed, which has never been fulfilled. :-)
Keith, really easy to forget ...lol
Previous post in error, wrong board. Must be getting old. Strangely enough though some of the comments could apply here! Must be a glutton for punishment!
Started: Keithbfk, 10 Jun 2026 10:52
Last post: Keithbfk, 10 Jun 2026
I’ve been in here since the early blockchain days followed by esports days. Satoshipay has always been our possible golden goose. However, after looking to sell but no one was interested, I believed there was some significant progress with Vortex. Sadly, at 80% in arrears, I’m beginning to think this could all be the Emperor’s new clothes. I really hope not.
Started: Bothwell, 7 Jun 2026 10:00
Last post: bignose58, 7 Jun 2026
No worries in any scenarios since they will all be rewarded with free shares for lack of performance.
Interesting that the company has been stating the longevity market is worth 6 trillion USD yet, they cannot get the product off the ground. A bit like the App which was supposed to generate an income stream, but ended up with next to no uptake.
For the next 12 months: Senstend/Fortacin is far more important.
* For the next 3–5 years: Deep Longevity could become equally important if it gains commercial traction.
Deep Longevity generated only about US$135,000 of revenue in 2025, compared with the group’s total revenue of US$363,000.
That means today it contributes very little financially.
However, management is clearly treating it as a second growth engine alongside Fortacin. The company has:
* Expanded into China, India and Thailand.
* Started hiring a dedicated U.S. sales team.
* Identified the U.S. as its largest long-term market.
* Developed additional products such as FaceAge and BiometricAge.
The problem is that Deep Longevity is still at the commercialization stage rather than the proven-revenue stage.
What worries me
One detail in the filings stands out:
The Deep Longevity intellectual property was previously written down to nil value because management could not justify its carrying value based on projected cash flows.
That does not mean the business is worthless.
It means auditors and management could not support a large accounting valuation at the time.
So investors should not assume Deep Longevity is worth tens or hundreds of millions today.
What excites me
The U.S. launch is not just a website launch.
The company is hiring dedicated U.S. executives and targeting:
* Insurers
* Corporate wellness providers
* Diagnostic labs
* Longevity clinics
* Health platforms
Management has stated a goal of securing 50+ U.S. enterprise clients.
If they can sign even a handful of meaningful enterprise contracts, Deep Longevity could eventually become more valuable than Fortacin.
The challenge is that there is currently no evidence of large-scale commercial adoption.
⸻
My valuation scenarios
These are my estimates, not company forecasts.
Bear case (40%)
* China approval delayed again.
* Deep Longevity remains small.
* Continued cash strain.
Estimated value:
HK$0.30–1.00/share
Base case (40%)
* China approval obtained.
* US$5 million milestone received.
* Royalty income grows gradually.
* Deep Longevity gains customers but remains modest.
Estimated value:
HK$1.50–3.00/share
This is where I think the most realistic upside lies.
Bull case (15%)
* China launch succeeds.
* Royalties become meaningful.
* U.S. licensing progress for Fortacin.
* Deep Longevity signs major enterprise customers.
Estimated value:
HK$5–10/share
This is the scenario where long-term shareholders finally see substantial recovery.
Dream case (5% or less)
* China highly successful.
* U.S. FDA pathway resolved.
* Major pharma partnership.
* Deep Longevity becomes a recognized player in longevity analytics.
Started: bignose58, 5 Jun 2026 16:50
Last post: bignose58, 7 Jun 2026
Bothwell. Its to be expected since thats how the company has been working these last 10 years. :-)
Does anyone look at the Regent Pacific web page? It is all over the place and you can’t see the sections properly?
100% certain, bignose. nailed on as they say!
I bet 10 to 2 against ... lol
So....what are the chances of Wangbang receiving approval by the end of this month?
Plsve your bets, place your bets.....
Started: bignose58, 29 May 2026 19:53
Last post: bignose58, 29 May 2026
As was to be expected, 0.0% "Against". "For" was a massive 194,895,686 (100.00%) votes
There was absolutely no point in putting it to the vote.
Started: The.Italian, 26 May 2026 15:36
Last post: The.Italian, 27 May 2026
Morning bignose. exactly. even a 100%bst would only put us back to a little over recent highs i think. ive no idea of course as to what the actual boost, if any, would be and as you say, are we even going to get approval?i think we will, but of course i'm just hoping for that. the wait goes on!
Morning The.Italian.
At this rate, the re-rate which Jamie mentioned in his response to my email, will probably only lift the price back to 1HK$ :-)
Yet again, we are back to the lowest market cap of 16mill squid. Its just sad that given all the previous dilutions since the PLE takeover, we are effectively at a market cap of less than 4mill squid.
Will China be that impressive ? If we go by the EU, then I would say not. Mind you, WangBang seems quite optimistic on their possible sales figures Does this mean they have actually some some proper market research rather than rely on the unrealistic noise about; since there are the same number of sufferers as ED sufferers, sales should be the same ?
Only time will tell, but still no indication of approval other than the end of June. Could this be a date provided by the authorities as a standard timeline given all Q&A's were completed at the end of 2025 ? One can only speculate.
Incidentally, JG has not responded to my email response. Probably too embarrassed on how bad a job he is doing as CEO. If he had any morals, he would have resigned for his consistently bad performance on missed timelines which are more regular than trains. ;-)
Reasonably significant volume today.not good to see it going in wrong direction im afraid.
Started: Alquemie, 12 May 2026 13:15
Last post: Alquemie, 21 May 2026
Again, a general comment, there is certainly PE interest in CDMOs, although largely confined to those with specialist skills- ADC, radiopharma, peptides. Probability of a trade sale dictated by both skill set and locale (and shareholder base, if PE heavy and approaching end of investment cycle).
Given the headwinds the current business model faces it would seem to me that a trade sale (not a spin-off, to say PE) of Just-Evotec would be the most plausible way to unlock value .
Mnay thanks, much appreciated.
I can't comment on Evotec as we work with one of their investors. I will make two obvious points relevant to similar CDMOs: Established D&PD units will continue to come under pressure in part due to still fragile early biopharma funding, but also through the switch in big pharma D&PD strategy (look at licensing and acquisition activity for the past year), and the here to stay importance of Chinese innovation to future pipelines.
With respect to biosimilars, ignore the stated originator product market sizes and look hard at the timeline(s) to market entry and active competition. "Expiry" in no way translates into launch year and originator pushback (multi-layered IP, defensive pricing) and PBM shenanigans have profoundly constrained biosimilar penetration in the US, making the time to accrue future revenue, and its quantum, very hard to predict. Operating margins are generally in low double figures.
Forget Triton
Started: The.Italian, 19 May 2026 08:52
Last post: The.Italian, 19 May 2026
Https://www.youtube.com/watch?v=GnRcg4fL8Gk just posting out if interest.it doesn't really add much, but it does suggest they are perhaps gaining some traction.deep still suffering from that charisma bypass i'm afraid.
Started: bignose58, 8 May 2026 07:05
Last post: Dougie999, 8 May 2026
Great work bignose, thank you for keeping us all updated.
You can also mention that some shareholders would be happy to help, supply refreshments/ offer foot massages, as these global partnership discussions have been ongoing for 10 years so it must be a slog for all involved!!
Continued...
I also now read that the company wants to propose the adoption of an RSU Scheme, which is with the purpose of recognising and rewarding certain eligible participants.
I am at a loss as to rewarding who and for what. The FDA NDA submission is years behind schedule with still no end in sight. China is now over 3 years behind and still no sign of approval (you do comment about potential, but the same comment was given about Europe and yet it has been nothing other than a disappointment). Orient appears to have stopped in its tracks and the out licensing for certain countries in LATAM, Asia Pacific (including Australia), South Africa and the Middle East region which had supposedly entered into nonbinding heads of terms in 2014 have made little progress up to today.
Given that long-term supporting shareholders have lost so much of their investment in the last 14 years, it is quite clear that all the company statements in the past annual/half yearly reports about how excited the BOD is and how they thank shareholders for their support, actually means very little. Surely the RSU scheme, with consideration of shareholder losses, could have been announced at the end of the year after the supposed rerate and the China income stream is in place rather than just give shareholders a slap in the face.
Yes, I am disgruntled, which I make no apologies for since I feel the company has let shareholders down with the constant jam tomorrow statements.
Regards
Mr BigNose
Good morning Jamie.
Thank you for the response to my email, which provides a little positivity.
Regarding the DBC, I apologise for my punctuation. A new paragraph was supposed to start with "Overnight", meaning: Overnight, the company (meaning RPG and not DBC) became Cannabinoid investors,... The email was written in word and copied over, so I can only assume some formatting was altered during the copy and paste process.
With regard to PSNW, although Recordati may have the responsibility to use their own manufacturer, it was quite obvious from the onset that they would use PSNW given that RPG had already stated in 2014 that PSNW was engaged as the Company’s European-based manufacturing partner, otherwise something else would have been stated regarding Recordati. As such, RPG had a responsibility to advise shareholders of the administration issues given they had a substantial impact on shareholder value from a necessary placing. If there were no issue and Recordati still wished to change manufacturer, PSNW could have still supplied cans whilst Recordati were entering into a new agreement with Genetic and obtaining EU approval. This would have had no delay with the European 2nd rollout China and Orient and more than likely no requirement for dilution given China would have had 18months of sales.
That’s said, there has been no update on progress with the change in manufacturer by Orient. Why was this? Ever since Orient entered into a license agreement, there appears to be little progress, which will now be further delayed due to the PSNW debacle. Has there been any progress on either of Orients regions with regard to approval progress?
With regard to production, you again only mention production possibilities but do not elaborate on current upscaling. The OTC approval announcement did mention upscaling to 50k cans, but given the wording used (with the aim), which is not that specific on timeline, one has to assume batches would still only be every 4 months. At least with PSNW we knew they had upscaled to 50k cans which could be produced every 6 to 7 weeks (you actually provided me with sometime ago a complete timeline breakdown on batch production). Can you please elaborate on what the current upscaling is or is it as I have indicated ?
Although Genetic is in the process of building an additional production line, this surely will take close to a couple of years before it is built, approved and up and running, which I base on the information you provided before with respect to a n additional production line with PSNW. Will the time needed by Genetic be any different and when are they targeting to complete this alleged work?
Continued.....
The reply can best be summarised as 'honest guv, its everyone else's fault but our own".
I don't blame Gibson, we would all probably do the same in his shoes and harvest large sums of cash over many years for doing very little and adding zero value".
I suspect he must be busy doing lots of other work (in his capacity as a Lawyer) for Mr Mellon and RPG is just a convenient vehicle to reward him through.
So, he didn't answer my questions regarding advising the market about PSNW, which, they were obliged to do, given that they used PSNW to manufacture the cans in the first place and any licensee would automatically use them until they could sort out their own.
The fact that PSNW went in to administration, which meant they would not run in parallel producing cans whilst an additional manufacturer was approved, resulted in the need for a further placing with associated dilution. i.e financial impact to the SP.
And again, bluff on can production. 23mill cans in what, probably 20 years time? What I want to know is how many are they producing now so I can gauge how Genetic can meet the needs of Europe and China.(As well as Orient which was never addressed).
Anyway, there you have it. I suppose I was lucky to even receive a response.... :-)
......... We are also in discussions with a prospective partner covering the Middle East, LATAM and South America, who is currently conducting due diligence. Should these discussions progress to agreement, an appropriate announcement will be made in due course.
Finally, the Group has developed a targeted investor relations and PR programme, which is intended to be implemented upon regulatory approval in China, with the objective of supporting a re-rating of the Company.
All the best,
Jamie
Many thanks for your email.
We fully recognise and share your disappointment regarding the EU sales performance by Recordati. By way of context, it may be helpful to reiterate the Company’s business model.
Regent Pacific operates a focused model centered on the development and strategic out-licensing of Fortacin / Senstend. The Group has successfully developed Fortacin through its in-house R&D platform and has subsequently entered into territorial licensing arrangements with established pharmaceutical partners.
Under these agreements, the Group receives upfront consideration, regulatory and commercial milestone payments, and ongoing royalties based on net sales within the licensed territories. Our partners assume full responsibility for all downstream activities, including manufacturing, regulatory approval, marketing, distribution and sales. The Group is not involved in these activities; they are undertaken by our partners at their own risk and cost, with the Company receiving the contracted economic benefits.
This partnership-led approach enables the Group to leverage the scale, infrastructure and commercial expertise of leading pharmaceutical companies, while maintaining a lean operating structure and a less capital intensive framework.
With respect to manufacturing, the contract manufacturing organisation (“CMO”) Genetic was engaged by Recordati. The Group does not contract directly with Genetic or any other CMO, and manufacturing risk and cost remain the responsibility of our pharmaceutical partners. We understand from Genetic that it has capacity to produce approximately 23 million Fortacin canisters per annum and is targeting an additional c.20 million units through a new PMDI production line currently under construction.
The license agreement with Recordati remains in force and unchanged since execution.
In China, our partner Fosun Pharma continues to progress the regulatory approval process. Based on their latest guidance, they remain hopeful of securing approval by the end of Q2. To date, Fosun has addressed over 35 queries from the NMPA and CDE across clinical, non-clinical and CMC sections and is progressing towards completion.
With regard to DLI, the business has currently secured eight customers, and further details are available on its website. The longevity sector remains at an early stage of development, and we are encouraged by the initial commercial traction achieved by a lean team.
Looking ahead, the potential approval of Senstend in China represents a significant opportunity for the Group, given the size of the market and Fosun’s view of the product’s commercial potential.
In parallel, we are actively engaging with potential strategic pharmaceutical partners for the US market who would undertake Phase III studies, regulatory approval and subsequent commercialisation. This remains a key strategic priority. ...... Continues
Dougie.
You are not wrong there. The below is an extract from the PLE 2014 interims, signed off by JG. Note: Both parties had entered into non-binding heads of terms. And that was 12 years ago !!!
Discussions and negotiations are currently taking place with:
(i) A global pharmaceutical company for ‘out licensing’ the grant of rights by Plethora in respect of PSD502™ for certain countries in LATAM, Asia Pacific (including Australia) and South Africa. The parties have entered into non-binding heads of terms and have moved into discussions on the license agreement which anticipate an up-front payment to Plethora followed by additional payments upon the achievement of certain milestones plus royalties linked to sales.
(ii) A multinational pharmaceutical company for ‘out licensing’ the grant of rights by Plethora in respect of PSD502™ for countries in the Middle East region. The parties have entered into nonbinding heads of terms and have moved into discussions on the license agreement which anticipate an up-front payment to Plethora followed by additional payments upon the achievement of certain milestones plus royalties linked to sales.
Wow, reward for what exactly?
absolutely ludicrous what they get away with!
How long are these discussions with all these potential global partners going to go on for? I am pretty sure they started about a decade ago.
Evening bignose.thanks for raising the queries and for posting the response. appreciated. i suppose it is some sort of positive that you have had a response, as it suggests regent are not in full "bunker"mentality mode. "remaining hopeful"of china approval in q2 does not sound terribly confident to me, but we shall see.
i saw the RSU announcement with some degree of annoyance ,as the supporting wording was extremely irritating in light of the s/p history.like you ,however, my immediate reaction was that the timing is designed to take advantage of china approval perhaps they are more confident than the wording suggests .time will tell.
On 4 May 2026, the board (the “Board”) of directors (the “Directors”) of Regent Pacific Group Limited (the “Company”, together with its subsidiaries, the “Group”) has resolved to propose the adoption of a restricted share unit scheme (the “RSU Scheme”) by the Company, with the purpose of recognising and rewarding the contribution of certain eligible participants to the growth and development of the Group.
Yet another legal way to move shares out of PI hands. What contribution. Everything RPG has touched has been delayed.
Certainly no point in voting given Jim will just proxy JG with his voting rights.
They are doing this now because the Chinese approval is coming and there is supposedly (see my previous posts) going to be a rerate.
Started: bignose58, 22 Apr 2026 08:12
Last post: bignose58, 29 Apr 2026
Nope
Bignose - any word back on your queries from the chosen few? The few who lead us with skill, courage and intellect. The few who drive us forward at every opportunity and strive for success to honour their loyal and faithful shareholders.
@Kendall12 : My amusement arose largely from Bignose's innumeracy and spurious royalty calculation (bizarrely, since repeated) not his understandable ignorance of regulatory process or licensing agreement structure. That said, it's generally wise not to waffle on when understanding is absent, n'est-ce pas?
To repeat, there is little more futile than expecting rational explanation or contrition from the clown alley "managing" RPG, regardless of how barbed or expert that criticism might be, or in believing that "a turnaround" is possible.
ORIENT :O)
And for ORENT.
A low teens royalty on net sales; and a lower percentage royalty on net sales will apply in certain circumstances where a generic product has successfully entered and impacted the market in the Territory.
But as of today, there has been no mention of any import license applications or approvals for any of Orients regions, which will be delayed due to updating the manufacturing list.
Last post: bignose58, 28 Apr 2026
Originally the agreement between PLE and Recordati was for a 6 dose can, which we know failed. Once the 12 dose can was developed and approved, an addendum with Recordati was made and announced on 14th August 2018. This agreement was to last for 10 years from the date of first sales, which was announced on the 9th February 2018 and which still stated tiered percentage royalties on net sales, ranging from the mid-teens to the mid-twenties from first commercial sale, thereafter, at a single digit percentage royalty rate.
Meaning that up until Feb 2028, the above would still be valid, however. There was no mention of any OTC approval within the agreement. which we know was approved on 27th August 2020, by way of an announcement on 3rd Sep 2020. The announcement also mentions that they aim to increase can batch size to 50k can/ batch. Yet, no further information was given to say this is what indeed happened. Also, as far as shareholders are concerned a batch still would take 4 months to produce. (although we know it took PSNW 72 days / batch, or so we were led to believe).
Since the received Royalty figure in the financials is only 228k USD, it is fair to assume, as I mentioned before, that a new agreement must be in place, given PLE is supposed to receive royalty payments of mid teens to mid 20's.
Anyway, just some food for thought.
Started: bignose58, 28 Apr 2026 04:14
Last post: bignose58, 28 Apr 2026
On Fri 28th May 2015, PLE announced by way of RNS No: 5178X
New Drug Application (NDA) with the US FDA
Significant progress has been made in preparation for the start of the supplementary Phase 3 clinical study required by the FDA for the completion of a new dossier for approval.
Interactions with the FDA have been frequent (once per month) for the last quarter with agreement achieved on the final form and content of the Patient Reported Outcome (PRO or PE) questionnaire or the "copyrightable" PEBEQ (Premature Ejaculation Bothersome Evaluation Questionnaire) to be used in the supplementary study.
The final testing stage of PRO development, the "quantitative stage" has now begun and the target remains steadfast for its finalization in November 2015 (FDA submission). The clinical study is anticipated to start in Q1 2016 with the final audited report expected in Q1 2017. It is therefore expected that the NDA will be filed with the US FDA in Q1 2017.
Strange. It is now 2026 and phase III still has not started. (10 years on)
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