Member Info for MRK2020

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.

Someone bought nearly 400 grands worth in one go yesterday; provides a bit of reassurance over where this is heading. Nice to have a relatively lower risk share in my portfolio.

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

yes - surprised by this too. will be looking for clarity on this. As long as continuing to support profits ok of course.
when might next dividend be announced I wonder.

would be a good day for a director buy. Remember that GC bought last time the SP dipped to this level

the rising copper price and charts can only help!

Done, dusted, let's see what happens next. A lot of possibilities.
It will be from a better looking share price anyhow.
Fingers crossed to holders.

Thanks Rockz - what about the Covid trial? someone mentioned within 2 weeks, but that may have been a guess rather than from the company?

Hi..anything about timeline for Brazil phase 2?
Great to hear mention of Alzheimers progress...that's my number 1 reason for being invested here. Any further details would be appreciated.

There seems to be a consistent seller at present, without comparable buyers which has been dragging the price down. Personally I am waiting to see, but there was support around 60 after the last rise, so it seems a potential milestone.
And, to me, it is cheap - we know that this can move quickly upwards. Good luck whatever you decide.

yes...but why no mention of Foralumab in relation to Covid? in the RNS. It's like the Brazil trial never happened at the moment.

They do mention ....[in their standard 'About the Company' - which has been same for last few RNS'
"The company is accelerating development of anti-Interleukin 6 receptor (IL6R) mAb, a fully human monoclonal antibody for treatment of IL6-induced inflammation, especially for treatment of COVID-19 patients."

IL6R is some way back in terms of clinical progress compared to Foralumab for Covid (their website pipeline states "....Manufacturing of clinical supplies for a Phase 1 study is anticipated to be complete in Q1 2021 and we plan to submit an IND* in Q1 2021." ) *IND is investigational new drug application.

So, anyway, I'm surprised that IL6R is emphasised over Foralumab for Covid, but let's see what the boss has to say later.
HArd to imagine he will not be asked about the Brazil trial and next steps.

Fingers crossed for some decent indications of progress.. Hopefully Dr Adams, the new Head of Drug Development is settled in his role and pushing things forward at pace behind the scenes - (his role is to manage and oversee all matters relating to the Company's pre-clinical and clinical drug development programs and associated intellectual property.)

Rockz I saw your posts.. And noted that they didn't last long. I'd guess just a glitch.

AntH - good to have you back in. I have been weighing up an average down, but will wait and see for the moment.