Member Info for grizzlyb

The data is looking pretty good.

I've just been scanning YouTube for Michael Hunt's latest Shares Magazine Investor Evening presentation, that hasn't been uploaded yet, but I did see this from 6 months ago. I presume it's a genuine source: https://youtu.be/i2xK3Ls0jFU

https://www.edisongroup.com/publication/zero-overhang/26134

They're at the International Stroke Conference in 2 weeks, so perhaps a progress update around then, although I suspect we won't hear much in the way of results until the top-line read-out in mid-2021.

For hRPC, I'd keep a look out for attendance at a US-based medical event, perhaps AAO 2020 in November.

Probably better to have a full data set rather than piece by piece, if the effects of the previous update are anything to go by.

Sold half my holding this morning.

I read this a few years ago and have since been very concious of the dewatering progress and aquifer strength. Haven't had an update as yet that has resolved my concern:

'Water rates should peak within the first few years and decline thereafter, unless the aquifer is extremely strong or the number/spacing of producing wells is insufficient to depressure the reservoir.'

From https://petrowiki.org/PEH:Coalbed_Methane

As referred to below:
https://www.investorschronicle.co.uk/shares/2020/01/16/picking-merger-winners/

Without wanting to get ahead of myself, £15/share, or approximately £480 mln, would significantly undervalue the near and mid-term potential, in my view. Partnering deals will give a big boost, successful trials a massive boost.

...was all the PI engagement, from the small, local Sirius, a ruse to get the project approval for Anglo American? Far fetched, but worth it for 100 years at 50% margin.

Not entirely convinced we'll get the 12 month data any time soon - the next hRPC milestone has been revised from 'Further Phase 2a data read-
outs in H1 2020' to 'Further data read-outs from
expanded Phase 2a study in
2020'.

No major changes from the last one:

http://www.reneuron.com/wp-content/uploads/ReNeuron-corporate-presentation-Jan-2020.pdf

With AA seemingly endorsing a potential EBITDA in excess of 50%, I'm struggling to see why there is an issue achieving suitable financing.

https://www.edisongroup.com/publication/a-transformational-year-2/25879

*may be linked

Regarding hRPC, Olav also mentioned that the improvement in some non-treated eyes may be liked to the improvement in the treated eye. If it is in some way a case of the treated helps the non-treated, imagine the boost that could be seen when both eyes are treated.

Have you all listened to the webcast? Very positive. Olav commented on the significant value that a positive Phase III CTX trial will unlock, and no concerns with the procedure-related vision loss in the small number of hRPC patients - essentially their retinas were already significantly damaged which made the surgery risky, but other trials, including Luxturna, have had the same or worse problems.
The only slight surprise for me being that interest from Japan is more around hRPC and exosomes than CTX.

Also continually impressed by the relatively low cash spend.

If hRPC time to market is reduced, potential partners will have to get a shifty on.

'With initial flow rates already announced, short term rates being higher, and the coal seam still to become gas saturated, the Company is very confident that sustained commercial gas flows will be attained from the Lesedi pods.'

Based on water pump RPM figures, do we concur that short term gas flow rates of up to 80,000 cu. ft./day have been achieved? My assumption is that 80,000 cu. ft./day = 100 RPM, 100,000 = 63 RPM, 110,000 = 50 RPM.

Essentially, commercial flow rates have been achieved, they now need to be maintained, but that's almost guaranteed as there's still more water to be pumped.

The primary risk being that the water keeps coming.

Hi prospero, it's openly available on the ReNeuron website in the investor area.

A good overview I think, nothing new but when you look at the 2a data for both hRPC and CTX, it doesn't look bad.

Cone rod dystrophy trial could be added to the schedule at any time.

Current market cap of £42 mil. is lower than some similar business' pre-trial capital raises.

http://www.reneuron.com/wp-content/uploads/ReNeuron-corporate-presentation-Nov-2019.pdf