Member Info for Bothwell

It’s a shambles. No movement on China approval.

It’s a shambles. No moment on China approval.

This is all a carve up, we should have been sitting at least $3hkd on China approval.

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…..

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.

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.

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.

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.

Does anyone look at the Regent Pacific web page? It is all over the place and you can’t see the sections properly?

Https://mol.im/a/15848549

Thank you for writing the Division of Drug Information in the FDA's Center for Drug Evaluation and Research.

Due to confidentiality laws, we cannot provide information related to drug applications that may have been submitted. All information on an unapproved application or investigational application is confidential and belongs to the manufacturer/sponsor of the application. We recommend contacting the pharmaceutical manufacturer, Plethora Solutions, directly for information about their drug development programs.

For information about drug development and the drug approval process visit:

Scenario analysis

🐻 Bear case (most consistent with today)

* Market share: 0.1%

* Sales: ~$5M globally

* Regent royalty (15%): ~$0.75M/year

👉 Outcome:

* Barely moves the needle

* Company remains loss-making

* Fortacin = niche product, low adoption

This is basically where things feel like they are right now.

⸻

⚖️ Base case (moderate success)

* Market share: 1%

* Sales: ~$50M

* Regent royalty (15%): ~$7.5M/year

👉 Outcome:

* Covers operating costs

* Company becomes financially stable

* Still not a blockbuster — but a viable business

This requires:

* decent uptake in Europe

* meaningful China rollout

⸻

🐂 Bull case (everything goes right)

* Market share: 5%

* Sales: ~$250M

* Regent royalty (15%): ~$37M/year

👉 Outcome:

* Highly profitable small-cap pharma

* Fortacin becomes a category leader topical treatment

* Stock likely re-rates significantly

But this would require:

* strong physician adoption

* consumer acceptance (big hurdle)

* aggressive partner marketing

⸻

🚀 “Dream” case (very unlikely, but worth framing)

* Market share: 10%+

* Sales: $500M+

* Royalty: $75M+/year

👉 This would mean:

* Fortacin becomes the go-to first-line treatment globally

Reality check:

This is unlikely given competition and behavior barriers.

What I have found hard to take is the dilution that took place over the years and really the one that was 1/10 which was horrendous and has cost me 100’s of thousands of my retirement.

I didn’t mind dilution if the money was used to get the product to market in the US and China where we would have seen the SP rise again but to have no positive outcome has been terrible.

Why has JM put in millions and allowing the CEO to be incompetent.

The SP is falling daily now which is shocking for us all.

Will the CEO our Chairman reply to you, time will tell and will they be transparent is another thing.

GLA but likely I will now have to work into my 70’s.

One thing is for sure is we will gain approval in China and the US.

China approval and payments for first sale will pay back JM’s loans so no need for a cash call. US approval will be financed by licensee.

Why is this?

It is not widely available on the NHS. Many local NHS trusts or joint prescribing groups have classed it as "non-formulary" or recommended against its routine use.

The share price and market cap is a joke but should rise on China approval then US.

I am hearten by the RNS. Progress being made but slowly and Jim providing a loan which I think he should have done before rather than dilution. Approval in China and US will happen.

As of the latest available 2026 data, the ownership structure shows that the general public holds 31.5% of the shares, while individual insiders hold 68.5%.