Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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
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
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.
Hi Phil, I read this article yesterday morning too whilst trying to find out a bit more about Codiak. I certainly feel ReNeuron's exosomes, being derived from stem cells already in human clinical trials, and also the ability to produce at an industrial scale, puts us well ahead of plenty of others in the field. Seems we are far under the radar.
http://www.reneuron.com/wp-content/uploads/ReNeuron-Corporate-Presentation-April-2021.pdf
The exosome project is evolving nicely. I imagine the latest commercial collaboration would be on a 50% ownership of the eventual product inline with the previous agreements
As an aside, this patent was published last month. Lots of interesting things going on at ReNeuron.
Remaining with the company until the end of May suggests the search for his replacement may not have started yesterday. Although if it did, they'd have had an extra 6 hours to get things started if targeting the US.