Member Info for grizzlyb

Indeed. I wonder if the exosome glioblastoma investigation is being continued by a 3rd party. I recall it essentially obliterated tumor cells in vitro.

https://theconversation.com/coronavirus-many-patients-reporting-neurological-symptoms-136692

https://theconversation.com/coronavirus-many-patients-reporting-neurological-symptoms-136692'Crossing the blood-brain barrierSARS-CoV-2, the coronavirus that causes COVID-19, may cause neurological disorders by directly infecting the brain or as a result of the strong activation of the immune system.'

I think the previous (2019) exosome collaboration RNS had a similar structure. So whatever the reason for not naming the collaborator, I guess it's the same for both cases.

Perhaps naming would make it too easy to follow trial progress and because exosomes are the vector, ReNeuron wouldn't want a treatment failure to be seen as a failure of exosomes.

...what reason toptiger??

I'd love to know who these unnamed major pharmas are. Not sure why they can't be named. Another good bit of news though!

New RNS, all questions answered.

Wonder how the US trials and recently announced expansion of trials to the UK are being affected. Significantly and indefinitely would seem the safest judgement, and therefore difficult to say whether it's now priced in.

...in which case I wouldn't expect piecemeal updates.

The RNS does say up to £6.0 for near-term operational milestones, so it won't necessarily be received as a lump sum, possibly spready across multiple milestones.

A good buy today Chester, although the market will probably disagree tomorrow.

Surprised, would you expect an update when the next payment is received, or do you think it'll be saved for the next financials? I suppose it's material information.

I meant good value for us to top-up rather than for a takeover :)

We've seen significant drops here, and everywhere, and I think there's far, far more to come globally and not just for the short-term.
But when you look at the value of the business, £27 million is very low already. Cash and cash equivalents in September were £21 million.

Good value I'd say.

They were good, well informed, questions weren't they. I'd like to have heard more.

With the planned expansion of the Phase I/IIa studies, it looks like we'll skip Phase IIb and go straight to Phase III. Hopefully we can skip the pandemic part too.

Michael Hunt at the Shares Magazine Investor Evening a week or so ago:

https://www.sharesmagazine.co.uk/video/reneuron-group-rene-michael-hunt-cfo-2

Chester, Michael Hunt did say relatively recently that it wouldn't be inconceivable to get the products to market on their own. Agreed though that there are probably potential partners waiting for the data, and hopefully willing to pay a high price.

Every positive dataset adds intrinsic value. The market values ReNeuron less now than after the Fosun deal, and yet we're closer to the next partnership deal. Perhaps Coronavirus doesn't help, but when the warm weather comes and that clears off hopefully 150p will be a distant memory.

It would be interesting to see the individual patient results rather than mean improvements.

But then what would be more impressive, all patients having a 3 line improvement, or some patients significantly more and some less?

...remember very few people have currently received the treatment. It does look positive though!

Taverham, in the interest of accuracy, they're not opening an Oxford unit, they're expanding the trial to an additional site, in Oxford.