Member Info for MRK2020

I see today as an overreaction. A disappointing one at that.

Time will tell, but I have bravely topped up, as confident that assets, IP and potential are not reflected here.

I am one of the longstanding sufferers.

I seem to have bought more recently, in the expectation that the company will regain compliance, as they have done on previous occasions. I still like the product, but the leadership and information remains poor. Anyhow good luck all.

Share the frustration....but looks a cracking buy opportunity for newbies ahead of phase two development and further progress.

I'd expect the increase to be related to the orphan drug designation...whether it's speculative or leak based is another matter.

For those interested...recent paper from a surgeon outlining the case for dermapure. Warning.. contains images from surgery.

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC11117772/

Conclusion....

use of DermaPure has proven to be of great clinical value and the authors recommend its use as an augment to soft tissue reconstructions throughout the musculoskeletal and other integumentary systems, and soft tissue replacement for a wide variety of defects within a wide range of pathogenic processes/injury mechanisms. The potential uses of DermaPure in orthoplastic surgery is only limited to the creativity of the surgeon.

Yep... expect this month

I can see this rising nicely prior to trading update statement anticipated in July..After that who knows but would be confident in a more fitting sp in short term and long term. There are some useful TRX case studies going out on LinkedIn for those interested.

This orphan drug status in us could be a huge milestone...the announcement should be within 90 days from early may. Fingers crossed they get it as signs are that it works well for the ms cohort they are targeting.

That's a Tuesday in 2015 lol...but does show the hard work and regulatory approvals that are in the bank with TRX

Seems to be some welcome movement... questionable if will be sustained...but will hold what I have left for now

As for accustem tis a shambles

Not missing anything..there has been excellent progress and no nasty surprises over recent years. Good to see some stability in leadership and direction, as highlighted in the various results outputs and broker reports. I like the look of the growth plan and hope trx continue on path to S2 expansion. The main issue remains volume/interest, but I think there are plenty of solid holders, including IIs, who are looking for and expecting the substantial uplift in share price that progress merits. Patience is required, as it's a slow burner...

From those who watched the investor presentation...were there any particular insights that struck you?. ...(not sure if worth watching as read the report/have seen the last few presentations?). Thank you.

If he was interested 18 months ago...makes sense to be even more confident now with the RNS updates since then. I suspect he thinks the price is too good to be true.

Hopefully...

I don't think that would be an unreasonable reflection of the business worth and progress and foundations in place...but there would have to be a major increase in awareness and interest in the share too, to generate some volume. Anyhow seasons greetings to all holders, and best wishes for new year. Hope it's a good one

I think the deal was that king sung would pay regulatory costs. I think further local trials were needed as part of this process, hence in terms of timing for approval I anticipated years rather than months. Re question I've seen no update on progress. There was also a minimum annual order clause I think, but that presumably starts small.

Delighted to see continuing progress, growth and innovation. Looking forward to the investor meet later today...well worth attending in my experience.

I've topped up this morning. Not expecting any nasty surprises in the trading update, and hoping for continuing progress re sales/profits. To be fair the management team have been consistent. Good luck all

I'm more than happy with what I heard. (no nasty surprises!!)

however, with 11 trades today thus far, my main issue remains with the comms side. I feel that are too few RNS about business matters, other than the standard updates and TR1s. Would be good to have a steady flow of positive news through the year to build momentum. Some of the details in the presentation/report e.g. around phase 1 developments (extra capacity), partnerships, products might have been better in RNS' - providing reassurance that they are busy increasing capacity, developing products and supply chains, sales and exposure. Anyhow, still a good solid business on way to making some decent money - investment to date has been huge to get to this point.

Irrespecitve of where the share price has been TRX have been delivering on promises, and indeed projections. The contrast between this and other aIM shares I foolishly invested in is incredible! good luck all, and lets hope progress continues.

https://ir.tizianalifesciences.com/analyst-report
Just having a look through analyst reports on the TLSA website. (to help decide to hold or sell)...this summary below is from June, with a 12 month target of $3. Note the assumptions however (i.e. of future commercialisation). Shame they can't hit any target dates for trials - but if they do and continue progress then Foralumab could be a blockbuster. Nice to see progress with the alzheimers work also..https://ir.tizianalifesciences.com/news-releases/news-release-details/tiziana-life-sciences-announces-presentation-alzheimers

Tiziana Life Sciences Plc (TLSA)
We base our Buy rating and 12-month price target of $3 per share on a discounted cash flow (DCF) analysis of revenue and cash flow projection through 2030. Our projections of free cash flow to the firm from sales of oral foralumab for moderate to severe Crohn’s disease and nasal foralumab for non-active SPMS are adjusted and weighted based on historical regulatory approval rates of similar treatments at similar stages of development. Our DCF analysis applies a WACC-calculated 14.5% discount rate and a 2% terminal growth rate, in line with other clinical-stage biotech companies, yielding an implied enterprise value of $78M. For 2030, the final projected year of our model, we forecast $500M in total risk-adjusted revenue, which assumes a 35% probability of clinical and regulatory success for oral foralumab and 25% for nasal foralumab. Of note, nasal foralumab could potentially pursue approval via orphan drug designation, in our opinion, intended for rare diseases or conditions that affect less than 200,000 individuals in the U.S. Through this regulatory pathway, TLSA will be able to have the agency involved in the early stages regarding the trial design and endpoint selection and likely facilitate expedited approval, given the unmet need. We currently do not ascribe any value in our model to TZLS-501 and milciclib, as we await additional clinical data and subsequent guidance on the regulatory path to market.