Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Re: results out tomorrow:
company investor webinar at 4.30pm - sign up at Investor meeet https://www.investormeetcompany.com/
the last one was really good.
RE questions - anyone know if you need to submit in advance? (if so, how) or can you do it live?
Given the Brazil trial results it is an international disgrace that not a single patient anywhere in the world has had a dose of Foralumab as a Covid treatment in 10 months- how many lives could have been saved! It's beyond comprehension that there was no clamour for further trials. Why are TILS even having to pay for the next trial - surely there should be grants for this sort of thing. How much money has been wasted on ineffective Innova LFTs and track and trace? I remain dumbfounded over this point. (it's not just in relation to TILS/Foralumab btw)
oh - it's already happened. did anyone go? would welcome a summary if anything new.
Its interesting that the SP is the same as 6 months ago.
I guess we need to see more/continued evidence that TRX is moving to profitability in the upcoming results, given there is not a huge amount of leeway re the cash runway.
wasnt' just google...was on HL also. went down 52%
stop loss raid? did anyone get caught out..hope not!
still, we all knew this could fly at any time, but was kinda banking on up :-)
We are pretty much at the prediction target I made last year for October, in the charity guess the share price game, but with the Phase 1 expansion having been delivered on time and on budget, and the new products, I'm very excited about this company prospects. More so than any other in my portfolio. Topped up today; as thinking we may see a rise into interims, or indeed subsequently - towards G&M target. Fingers crossed anyway. GLA
nice to see some relatively decent buys coming through...
need some positive news to sustain and build on the rise.
Plenty in the pipeline but timetable's slipping!
come along TILS
should have added the link to the hardman reports - https://www.hardmanandco.com/research/corporate-research/poised-for-growth/
While these are not independent, they do cover the fundamentals and the history.
https://vimeo.com/572960828
Spotted a video from last month that I'd not seen before.
Tissue Regenix Plc (LON:TRX) is the topic of conversation when Dr Martin Hall, Analyst at Hardman & Co joined *************. Martin gives us a reminder of what Tissue Regenix does, discusses the poor operating performance, share prices, key messages from the report and thoughts on what will happen to the shares.
Useful summary re the expansion of the company and the negative impact of collapse of Woodford fund, and Covid.
Headlines in line with the hardman report ..
TRX one of the few companies in World able to source raw tissue -and has increased its supply, and expansion at San Antonio means it has 3x storage tissue capacity, and additional clean rooms.
to get to where they are today, they have spent £103million...
Increased sales will not be seen in September...but expect to see 30%+ growth in second half of 2021...continuing in 2022.
I see the interim results as hugely significant given efforts to return to elective operations - just how successful has the return been in the key US market, and how have sales gone in this period. I remain optimistic here
I find it an odd concept for Zacks to predict the share price that far down the line given the dependencies. the reality is that if we any of the therapies progress well, then yes it should certainly be higher.
My main reason for investing has always been the potential in alzheimers of Foralumab. Loved what I heard and saw from Dr Weiner in the Bloomberg interview. Sounded like good progress on mouse models etc; I know we can criticise the interviews for their lack of specifics but they help to reassure me that these are GREAT world renowned scientists. That's who you want involved if you're in a pharmaceutical with potential, like TILS.
https://s27.q4cdn.com/906368049/files/News/2021/Zacks_SCR_Research_06242021_TLSA_Vandermosten.pdf
Worth a read re progress and developments.
Accoriding to the report...
Key reasons to own Tiziana shares:
? Multiple Phase II-ready assets pursuing unmet needs
o Fully human anti-CD3 - foralumab
? Multiple Sclerosis
? Crohn’s Disease
? COVID-19 / ARDS
o Pan-CDK inhibitor - milciclib
? Non-small cell lung carcinoma (NSCLC)
? Hepatocellular carcinoma (HCC)
o Fully human anti-IL-6 receptor – TZLS-501
? ARDS, ILD, COVID-19 and other diseases
? IND development underway
? Oral, nasal and inhaled administration of antibodies
o Improved ease of use
o No need for hospital-based infusion
o Lower doses required for efficacy
o Reduced systemic exposure and toxicity
o Fewer side effects with reduced systemic exposure and toxicity
o Focused distribution at the target organs in CD and severe lung disorders
o Higher lung drug retention and efficacy while minimising toxicity to other organs
? Validation of intranasal foralumab technology in Phase I COVID-19 trial
o Phase II trial announced
Their share target is $7.50 (currently $2.47).
I believe Tils have sposnored the report, although they state it is objective. Independent broker notes would be good going forward.
PS : AGM tomorrow
Plus - for those with HL or similar, note that the W-8BEN form may need to be reapplied for as only lasts a set period. I have just renewed mine.
https://www.hl.co.uk/help/dealing/overseas-share-dealing/overseas-share-dealing/how-do-i-complete-a-w-8ben
Considering the likely outcome measures I agree that they could well drip feed results as they come through. So for example ventilation could be an outcome and on the basis of the former proof of mechanism study we could indeed have results very quickly; especially with 7 sites involved. The multi-site approach is the key to doing this quickly.
All raising the exposure for sure. I see they have declined to give a date - even an indication - while we can be sure it is an asap; they should have said so.
Meanwhile I see that Ivermectin has been selected as the 6th drug for the Principle trial https://www.bbc.co.uk/news/health-57570377: will TILS have the 7th?
I agree- the market reaction has been surprisingly muted; but we're still being punished for the Brazil follow on delays etc.
I note that they have completely foregone any timeframes in recent RNS.
But anyhow a UK -CTAP involvement would just be massive. Not just for Covid, but would provide the next levels of safety and usability data for other applications also.
I wondered if Tils are targeting the Principle trial of Covid treatments in the community.
https://www.nihr.ac.uk/news/principle-covid-19-treatments-trial-widens-to-include-under-50s/27093
This would be incredible exposure if accepted, and a rapid turn around. I have had funding in my work through the NIHR Covid National Core Studies Immunity Programme - which is the next priority down from the treatment studies. It was incredibly quick to initial decision - we started project within 3 weeks of proposal submitted. Now, this will be longer, given the governance around treatments, but nonetheless a very positive development, and fingers crossed that the outcome is good (in my eyes it's a no brainer - but hopefully they have spent more time on the application wording than the RNS - as Roker notes). GLA