Member Info for grizzlyb

Not just armchair scientists, the joint-principal investigator wasn't exactly negative:

"... I believe that we are seeing a clear signal of efficacy in this patient population where any gain in vision, let alone the levels seen in some of these patients, is so hard to come by and so very much appreciated."

Selling, even after a couple of days of rises, is of course a big risk if you're looking for further gains. We were recently told that further pharma deals wouldn't be before the next data set, well, now we have the data.

Separately, bear in mind that where patients have better vision pre-treatment, you might expect a less significant improvement, which would reduce the average improvement compared to the first cohort but would still be a significant improvement per patient.

If you take out the procedure related adverse evwnts, that may well have been 8 out of 8, 4 out of 4, etc.

1 patient has reached 9 months, with a 12 letter improvement. This may have been ther improvement at 6 months, 3 months, etc. - therefore potentially no loss in improvement.

1 patient out of 1 has GOOD improvement at 9 months.

3 patients out of 4 have SIGNIFICANT improvement at 6 months.

6 patients out of 8 have VERY GOOD improvement at 3 months.

6 patients out of 8 have GOOD improvement at 2 months.

6 patients out of 8 have GOOD improvement at 1 month.

That looks like a pretty decent set of results to me.

A dud? Not quite.

Ah I assume linked to Fosun's investment in Thomas Cook.

What happened there? 10% down for a short time.

Crop studies demonstrate the benefit of the product.

The global financial value of that benefit would be greater than the cost to build the mine.

The world is risk-off - that's out of the board's control.

But crop studies will continue to demonstrate the benefit.

I've consistently been pleased with ReNeuron's cash management, so it's pleasing to see they continue to have cash for a few more years, plus Fosun's initial £6 mil. payment, and next £6 mil. In the relative near-term.

RENE_to_40p...

"It seems to me the company has shifted its focus from CTX to RP because of the markedly better efficacy being shown..."

It's worth noting that Fosun's initial focus is on CTX.

https://www.telegraph.co.uk/business/2019/09/06/fresh-blow-woodford-patient-capital-trusts-asks-lenders-help/

Saturday, Oct 12, 2019
Subretinal Human Retinal Progenitor Cells (Hrpc) In Retinitis Pigmentosa (RP), a Phase I/IIa Study Pravin U Dugel MD

So expect an RNS on Friday October 11th with the next set of RP results.

Excellent. AGM next week so maybe some other updates to keep us +200p.

An Uncrossing Trade - it's to be ignored.

*Put it on hold to focus on the other therapies 2/3 years ago...

...never mind, found it.

'What are the intricacies of Lesedi royalties to Sekaname? I can't find any details, only that TLOU have a 100% interest in the licence.'

What are the intricacies of Lesedi royalties to Sekename? I can't find any details, only that TLOU have a 100% interest in the licence.

I don't see anything too negative in today's RNS.

It's essentially an update that we now have sustained gas flows, each at a controlled INITIAL rate of 20 thousand cubic feet per day.

It's a controlled process and there's still more dewatering to be done - you can't expect them to immediately go full-bore, but agreed that the flow rate does need to significantly increase.

If by my own board, you mean ReNeuron, some people took a major dislike to my quote taken directly from the company. Those people appeared to have invested on a whim and didn't appreciate me posting facts that made them think twice about their new investment. The twerps.

If TLOU go bust on ASX they will go bust on AIM. You twerp.

myfirstmillion, Graham - spot on. Non-technical posts from one person doesn't make for a good investment case for anybody else reading. This isn't a personal board, it's for TLOU on AIM. I couldn't care less about ASX, exchange rates or credit card payments.