Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Further, for anybody at a loose end:
https://worldwide.espacenet.com/patent/search/family/060326655/publication/WO2019069093A1?q=reneuron
Found this screenshot on my work PC yesterday which reminded me why I'm excited about exosomes.
https://ibb.co/FhDN4TJ
Fortunately profitability isn't needed for a good valuation. Unfortunately, ReNeuron struggle to translate their technology into a good valuation.
Take cash out of the equation and the tech is valued at less than £30 million, which is unfortunate as they've spent far more than that to get to this stage.
Presumably he left as he founded Glialign amd has had a fair few shared granted over the years, so he's not all out.
CEO pay is certainly high, but that's one of the benefits of being a CEO :)
Shares investor evening was essentially the same as prelims presentation.
ExoKRAS and ExoBDNF are looking exciting. Previous lab work showed rapid obliteration of glioblastoma using ReNeuron's exosomes, very pleased to see work has continued in the background.
Am I correct in saying Evox and others have completed pre-clinical exosome testing for various indications, but are not yet in the clinic, whereas ReNeuron haven't completed pre-clinical, but our exosomes have essentially been tested, from a safety perspective, in the clinic via. the CTX stroke studies?
I was going to give essentially the same summary, onceaday.
Interesting that their sham and 3 million cell results were so close, for the sub-population also.
Importantly, from a cell availability and transportation point of view, jCell is a fresh preparation, whereas ReNeuron have cryopreservation of their hRPCs sorted.
Current price isn't a new low, we moved quite quickly from circa £0.60 to over £3.00 last year. But we also had more cash and a new deal with Fosun. My expectations for CTX are currently very low. This time last year they were very high.
Research collaborations unfortunately mean very little at this stage, all very interesting and allows MH to continue talking about value inflextion points for years to come, but no guarantee of anything over the next 12 months.
I've checked the financial events calendar out until the end of September, nothing whatsoever planned in for ReNeuron. By this time last year we'd already had final results.
What could they be waiting for, that would cause them to hold back results?
Dr. Dugel commented: "The isolated episodes of surgically related adverse events are consistent with those expected for sub-retinal injection procedures, some of which may be mitigated in the future with technique refinements and injection site selection."
I recall some adverse events in intravitreal injections of jCell, and also in sub-retinal injections of Luxturna.
Quite interesting to read the 2020 published version of this patent regarding prophylactic use of CTX0E03:
https://patents.google.com/patent/JP6644851B2/en?assignee=reneuron&before=publication:20200714&after=publication:20200101
“For prophylactic use, the pharmaceutical composition or medicament is administered to a patient susceptible to or at risk for a particular disease in an amount sufficient to eliminate or reduce the risk of the disease or to delay the onset of the disease. Is administered. For therapeutic use, the composition or medicament is used to cure or at least partially suppress the symptoms of the disease and its complications in patients suspected of or having the disease. It is administered in a sufficient amount. An amount sufficient to accomplish this is defined as a therapeutically or prophylactically effective dose. In both prophylactic and therapeutic regimens, the agent is typically administered in several doses until a satisfactory response is obtained. Typically, the response is monitored and dosing is repeated if the response begins to diminish.”
Noticed that MH was scheduled to present at this week's Shares Investor Evening but his presentation has been moved to 21st July. Again, perhaps waiting to conclude something. Could be good, could be bad, could be nothing! I'd guess results will be before then.
Further detail added to previous update:
https://www.edisongroup.com/publication/strong-data-in-retinal-therapy-shows-long-effects/27213