Plethora Solutions Holdings Plc Share Price (PLE)

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’

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?

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