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Thanks for the clip Clive. I’m not sure Mr Buffet used or implied the term long suffering nor whether Berkshire Hathaway would hold Reneuron stock but nonetheless his and your point about the foolishness of monitoring stock movement on a daily basis and the psychological requirement to be able to manage anxiety over the long term are appropriate and well made.
This clip of Warren Buffet advice made me think of ReNeuron long suffering shareholders let us hope.
https://youtube.com/shorts/GS2kIfo5NQw?feature=share
Also referring back to this thread; the Edison note provides a good comparison at exhibit 2, which is what I was trying to explain a few weeks ago.
Great write-up, we wait (as always) with baited breath.
My immediate takeaways:-
Expansion of exosome partnerships
FY24
Fosun CTX manufacturing initiated
FY24
Realistic I suppose but I’ve been here since 2014. Oh well.
Yes, just need to produce 1/ day for next month and get same SP reaction and I'll be about A/s!
Thanks for posting Sajy it was a very interesting read and very up beat.
Good write up, but when your are getting paid £60k by the company to do it, you’d expect it to be fairly upbeat!
Sorry, but I’m always cynical about these ‘paid for’ broker notes
New Edison note out, see link below.
https://t.co/Kp84MgKcgl
Decent buy volume in the first hour of trading so far today. Fingers crossed that it's a sign of something coming.
With just over a month to go to publication of the interims, it would good to hear anticipated cash and deal positions from those with an inside track. Thanks - have a fab Halloween
Thank you Phil, for bringing clarity here.
Clive, to refer back to your original post, I haven't really attempted to answer that directly as I don't think I know enough about it to offer much of use.
My understanding is that LNPs work very well at delivering vaccines, and have already been used for delivering cancer vaccines prior to them becoming better known during their covid-19 application.
They are well suited for that kind of purpose, but less well suited for lots of other purposes. I would imagine exosomes would work well with vaccine delivery, but are currently less well studied than LNPs, so probably not a major clamour for them in that area.
I'm not aware of reneuron using their exosomes for addressing any cancer targets, with codiak and others seemingly leading that field.
I think we have an excellent shot at neurological disorders (of which there are many to go after), so presume that's where the focus will remain for the foreseeable future.
Further to my earlier message, see this link below...
https://youtu.be/ckPhx6phs_I
The whole video is interesting, but skip to 10m10s for discussion on LNPs.
In brief summary:
- key advantage of exosome based delivery system
- its the most advanced nanoparticle delivery system out there
- they've tried to reverse engineer LNPs to make things that look like exosomes, but found to be inferior
Appreciated Phil, it was the mention of exploring cancer treatments which caught my attention. Thanks Clive
These mRNA vaccines use liquid nanoparticle (LNP) technology as the delivery mechanism. I think LNPs are basically synthetic versions of exosomes that are easily mass produced, stable and ideally suited for things like vaccines.
I've looked into it before, but can't fully remember all the ins and outs. Essentially though, LNPs are developed to basically try and replicate what exosomes do, and they are effective for certain applications, but exosomes have far greater scope for all sorts of other applications, just less studied and less widely adopted at this stage.
I think some of the more recent presentations by reneuron (or perhaps some of the research notes by the brokers?) have included some tables comparing LNPs to exosomes, so worth looking into that.
I'll try and find some links when I get time.
I was intrigued by the article on the BBC website and if this could be one of the partnerships or indeed be a potential partnership for ReNeuron’s unique effective delivery Exosomes platform so would be interested in any views from wiser members here to advise?
BioNTech: Could Covid vaccine technology crack cancer? https://www.bbc.co.uk/news/health-63247997
Thanks. Both sets of slides suggest fun presentations but nonetheless hopefully informative ones.
https://www.allenbycapital.com/client/reneuron-plc/
The slides from the recent conference which are mentioned in the report are now on Reneuron's website : https://www.reneuron.com/presentations-list/extracellular-vesicle-based-therapeutic-development-summit-october-2022/
You are correct Phil, but expect one or two surprises on the way, I should say pleasant surprises.
Those are collaborations, not licencing deals. Should the ongoing collaborations generate the data that the third party seeks, then they will result in licencing deals. The licencing deals will be on lucrative terms, fully publicised and with named partners.
apart from the fact licensing deals are always with an unknown party for an unknown amount that never go anywhere
they could sign 20 of those and nothing would happen
Yep, nice to have some good news. GLA.
Great rns this morning, a licencing deal is a matter of time, I suspect.
The management are aware that they could receive a bid that would be classed as peanuts and I get the feeling that they may have had unofficial approaches. That is why Liberum Capital were appointed in March as the nominated advisor and joint broker, to help fight off any low ball offers. As and when Rene generates the Exosome data that shows without doubt that their Exosomes are a goer, expect a bidding war between the companies that are partnering them.