Member Info for grizzlyb

I see Sarepta have opted to end their collaboration using Codiak's exosomes early. I presume due to poor results, but you never know, perhaps they were comparing against ReNeuron's and found ours to be more effective...

Hi Balerno, thanks for the response.

What's Telegram?

http://www.reneuron.com/wp-content/uploads/ReNeuron-Corporate-presentation-October-2021.pdf

Spain and UK were updated from 'Active, not recruiting' to 'Recruiting' on 13/08/2021, so I'm fairly surprised to hear, today, that recruitment has now resumed.

AGM is in 7 days.

The report only says amendments have been filed to reopen in the UK and Spain, so possibly a little out of date.

ReNeuron could RNS far more than they do. I'd have thought every little boost over the years could have put them in a better position when the time comes to fundraise, only making their jobs easier. But they seem to like the difficult route!

clinical trials.gov updated today.

Worthy of a little RNS I'd have thought. On Monday hopefully so we don't suffer from weekend loss of momentum.

That's an impressive CV. Also worked in Merck's neuroscience research center, and carried out her ACMA under Merck's current CFO.

Also, you can be almost certain that Richard Griffiths is buying at today's depressed price.

Remember you can submit questions for today's investor presentation.

https://www.edisongroup.com/publication/short-delay-to-hrp-trial-data-now-likely-in-q421/29634

That is really very interesting Phil. I had assumed from our CMO's recent panel discussion that we'd experienced delays in China due to ethical concerns around stem cells, however from your link it looks like Fosun are close to New Drug Application stage. That would be massive.

https://youtu.be/0PfkmSzNjp4

Doesn't really sound like a big issue, just exercising caution as you'd expect.
Procedure successful.
Patient responding well following infection.
Sounds better than the effects of RP.

Currently only listed on Companies House as Company Secretary so I perhaps jumped the gun with CFO. I thought this John Hawkins might be a good fit https://www.odgersberndtson.com/media/3096/john-hawkins-full-bio-832016.pdf

In that case, I wonder if he's interim or permanent. Not much NASDAQ listing experience I guess.

John Hawkins...but which one...?

https://www.neuroscience.cam.ac.uk/directory/profile.php?pluchino

Seems to know his stuff. I'd take a guess that Cambridge are one of our undisclosed academic collaborators.

Codiak's latest company presentation: https://ir.codiakbio.com/static-files/dfa8a2a3-5b4e-4e22-9ffa-a636b056e74b

The exosome data on slide 30 reminds me of ReNeuron's data published in 2016 in, I believe, Plos One. Essentially, loaded exosomes very rapidly inhibiting tumour growth.

Codiak has been having a good run as of yesterday following publication of pre-clinical solid tumour data. Below $12 on Wednesday, currently over $19 to buy With a market cap of over $400m.

Compare that to ReNeuron's current market cap of £77m and you get an idea of the upside our exosome collaborations might bring. And Codiak doesn't have on-going hRPC or CTX trials.