http://www.regentherapeutics.com/regen

Consider a company with a market cap of around 10 million which could well in the future be generating revenue well in excess of that figure every year. Interested then read on and DYOR on Regen Therapeutics.

For some time now I have been a shareholder of RGT who have been working with a patented product Colostrinin as a treatment for Alzheimers. Tests so far would seem to indicate that it is a success and they are currently refining a pharmaceutical product.

Meantime they are also pushing forward on the nutraceutical front as tests have shown positive results in respect of mild cognitive disorders (memory loss etc). Further research is being carried out regarding other major illnesses. As at mid 2007 a launch is scheduled in the US for Q4 and there are rumours of an earlier launch in Australia possibly imminent based on the fact that adverts are already starting to appear see:- http://www.quantumevolution.com.au/oscommerce/index.php

They have also acquired a contract research organisation which should mean that research money for clinical trials that had previously been spent will now be kept inside the group.

February 2006 has seen Regen acquire the rights, following a feasibility study, in respect of other uses for a well known drug (Zolpidem) that has undergone phase 2 clinical trials where results are expected around August 2007. The new use relates to the positive effects that have been seen when treating stroke victims with the drug. There has been a lot of press interest which a web search should reveal.

An interview with the chairman (Percy Lomax) in the summer of 2004 talked of a nutraceutical product producing royalty payments of 10% on a possible 100 million sales per annum. The pharmaceutical version which also requires a licensing partner will if successful have projected sales of 1-5 billion again which would generate royalty payments to Regen. I leave you to contemplate just how high the share price would be if this were the case but suffice to say it will be many many times what it is now.

Acquisition (Oct 2004) of Guildford Clinical Pharmacology unit demonstrates not only that they are progressive and expanding but also thinking strategically for GCPUL being a research based company no doubt Regen can now keep such costs within the group whereas before testing had to be paid for elsewhere. This acquisition also means that they have revenue and are therefore no longer a "virtual" company.

A share issue in July 2007 means that they should now have funds in hand to take them through to cash generation. Hopefully this means we have seen the last of the issues excepting any used by way of acquiring profitable companies.

The North America link is an interesting one as perhaps in readiness for the launch of Colostrinin out there Regen set up an ADR programme which became effective in March 2005. ADR's ( American Depositary Receipts) are a way for US investors to buy shares in UK companies. In Regen's case one ADR is equivalent to 200 Regen UK shares so when an ADR is purhased the Bank of New York will buy the proportionate number of UK shares and convert them into ADR's for the investor. At present this is not a factor however with the launch of Colostrinin out there if successful it may mean that US investors will want to be involved in the company and that will have a direct positive impact on our share price. In the US Colostrum (from which Colostrinin is produced )is already a recognised and popular health product and so demand should be good.

So all in all exciting times ahead. There can be few shares around that offer the potential of this one although as always DYOR and good luck with your investments whatever you decide here.

Recommended in Shares magazine today. A very positive interview by the Wall Street Journal with the chairman in July and interims in Sept. Looks like some good news could be here soon.

Only news this company seem to announce is another round of fund raising.Never known a company keep coming back to the market. Expenses as a % of money raised is crazy.

Gathering momentum - share price has rise by 25%+ over the last couple of months and the interims in Sept pointed to more news in the fourth quarter. Exciting times ahead. DYOR

Just read that the October edition of Growth investor says:-

"Regen Therapeutics is seriously evaluating an acquisition in the UK, sayschairman percy Lomax. He is also applying to have the AIM quoted companyshares granted a parallel listing on the US Nasdaq small cap market.As for the company's acquisition hopes Lomax is tight lipped about his target.
He say's ReGen has no need to raise cash at present."

I cannot comment on content as have just copied this from elsewhere and don't subscribe to Growth investor. If correct this could be very good news as it will add another string/s to Regens bow. We knew about the US and expected to hear on that soon - but an acquisition?! Percy did say the company would be looking very different soon.

I wonder if this might explain some of the large trades that have gone through of late as someone always seems to know about these things before anyone else.

The online buying limits are getting tighter - people have had trouble even buying 50000 this afternoon and yet you can readily sell up to 250000 for around the mid price so should tick up again soon.

Anybody got their ear to the ground with more info on the growth investor story?

Up almost 10% again today. Now around 50% up in the last couple of months

UP again today - I'm surprised there's not more interest on this site when other BB's are buzzing with RGT

Ended 12% up today and still more news to come over the next few weeks. Finally the market is waking up to this share DYOR

Currently top percentage gainer of the day that should make people notice us. It will be good to see the directors exercise their 6p options as that will really give a confidence boost. I suppose the market price would have to be around 7.5p to make it worth their while.

I suspect my lonely existence here will soon be at an end so welcome all.

you are not alone.............

No you are not alone, I have 3K of shares and am looking forward to a bit of profit.

Hi guys. What a day - a bit of a rollercoaster. Interesting that Paul Garrod should up his stake from 27.5 mill to 30 mill shares as per yesterdays release. We believe him to be one of the directors dentist so not a man they would want to upset when he has a drill in his hand.

We've been promised news on scale up and moa research in the 4th quarter as well as possible new research into MS & Parkinsons. Successful scale up should lead to the 28 day toxicity testing for a nutra product and then if you saw the Wall St interview Percy anticpates royalties on an estimated 100 mill a year sales so poss 10 mill a year to Regen- he says as early as next year. Then with a license in place he can move on with phase 3 for the Pharma product where he says he has had projected sales of 1-5 billion poss in 2007.

In the meantime there have been the rumours about a possible acquisition by Regen of another company as per the growth investor report a couple of days ago.

It is certainly an exciting share to be in at the moment and as for the long term one can but dream how high it may go.

RNS out today.

Yes - this is good news. The deal in itself looks good being a 250,000 purchase price for a company with at least 50,000 p.a profits. The real value however is in the strategic nature of the acquisition. The new company are involved in the gastro-intestinal area which fits in very well with other uses for Colostrum based products. It will very possibly fit in with the plans for a nutraceautical product in the near future.

Regen are now no longer just a one product company. There is still all the other anticipated news to come re scale up, licensing partner etc as well as the fact that the release gives the clear indication that this is only the first acquisition. It will take a little bit of time for the news to sink in with the market as it was not what had been expected however it is very good news and shows that Regen are very proactive and thinking on a wide scale. It will only be up from here.

Next week might be interesting when the consideration shares are admitted to the market. Based on an anticipated mid-market price of 3.25p on close of business this thursday, RGT will need to issue approx 7.7 million new shares. In theory, this should dilute the current sell price by (only) about 2.5%. Could be worth stocking up, but the question is when. Before or after the issue of the consideration shares?

It is an unusual situation for the next couple of days. Regen will be wanting the share price to rise whilst GCPUL will be hoping it falls so they get more shares.

I wonder if Regen are prohibited from releasing any more news that might influence the price as it would seem unfair if the deal is done and then before settlement date they release some further news which sends the price northwards and then GCPUL in effect lose out. To this end I wonder how long ago the deal was actually put together albeit only announced today. The rumour was out a few weeks ago so could explain the absence of other news - just a theory.

I think that the price seems cheap both in terms of return on investment and taking into account the strategic importance of bringing such a company under the Regen roof. It may well be that factored into the equation was the potential upturn of the share price in the near future which would mean that GCPUL had not been undersold.

Either way - come Friday they will be working in harness to our mutual benefit.

50,000 profit on 1,000,000 turnover does not seem that great and I therefore wonder whether there will be any cost saving in the takeover which will increase these profits.

"We and the management of GCPUL have significant plans to expand GCPUL as part of the ReGen Group. We continue to actively examine further revenue generating and
profitable businesses".

This statement implies that they have been working together or at least in discussion for a while. (Significant plans not being put together overnight). It further implies that it is the first of the acquisitions and if I recall they had previously referred to "seeking" but now they are "examining" further revenue generating etc. Just a turn of phrase perhaps but then again even though the interims mentioned the seeking of acquisitions we didn't really pick up on the comment at the time.

Exciting times ahead.

share price has droppd from significantly from early October. Would have thought new was positive? What is the next piece of news we can expect?

Having a boring day so i thought I'd analyse all of the news so far and see what we could expect in the futre.

Scientific/Development news.

Looking at the AGM/Prelim statements Sir Percy said they were working on various on going programmes.

From the last AGM statement..

"We now have ongoing science/development
programmes at the following":

* University of Texas Medical Branch, Galveston,
Texas, USA.
* Roswell Park Cancer Institute, Buffalo, NY, USA.
* Open University - UK.
* Proteome Sciences Plc - UK.
* St George's Hospital, London - UK.
* EiRx Therapeutics Plc - Ireland.

Looking at the interim results in September...

"In this regard we expect an in-vitro Study
evaluating the use of the compound in Parkinson's
Disease to start in the third quarter of the year."

"On 5 April a new method for the extraction of
ColostrininTM from colostrum was published in The
Protein Journal"...."We expect to issue a full report
on this during the fourth quarter of 2004".


Research Updates received so far.....

20/05/04 08:39 UKREG Research Update
In-vitro study - "Can prevent the aggregation of
beta amyloid"
In-vitro study - "Can block the proliferation and
promote the differentiation of primary cells into
neuronal cells"
Carried out by the University of Texas and Roswell
Park Cancer Institute

16/06/04 07:00 UKREG Research Update
In-vivo Study in Chicks - "ColostrininTM was shown
to have a very strong effect in enhancing memory"
Carried out by the Open University

22/07/04 07:01 UKREG Research Update
In-vitro Study - "Can prevent the aggregation of
beta-amyloid and prevent its toxic effect on cells"
Carried out by St Georges Hospital

Research Updates still to come

* EiRx Therapeutics Plc - Ireland.
* Proteome Sciences Plc - UK.
In-Vitro study Parkinson's Didease
Report - New method for the extraction of
ColostrininTM (due "Fourth quarter of 2004"

Commercial News.

Looking at past company statements it is interesting to see the progress regarding progress to a licensing deal.

12th Feb 2004

"..will place ReGen in a position to begin the next
stage of clinical development around the end of
2004"

".....working with a licensing company to assist with
finding such a partner"

17th March

"We believe that the publication of the article
communicates.... to a much wider audience,
including potential development and/or marketing
partners".

22nd March

"...may carry out research into the use of Colostrinin
for other medical treatments"

"..treatment of other diseases including: Multiple
Sclerosis,Parkinson's Disease and Amyotrophic
Lateral Sclerosis (Lou Gehrig's Disease)".

"...consider research into these areas at the
appropriate time, possibly in collaboration with a
development partner"

23rd March 2004 (from US Presentation)

"We assume development work.....is taken on by a
third party by the end 2004/1 QTR 2005"

20th April

"Our agent has identified a significant number of
potential partners... progress continues in this
area".

15th September

"...have established contact with a number of
potential partners ..discussions are ongoing"

"the more medical, scientific and commercial inputs
we have the better deal we can strike"


Or in a nut shell..

February............Want to start phase 3 at end of 2004,
looking for a partner to be able to do this.
22 March...........Will consider testing for Parkinsons at the
appropriate time with a possible partner.
23 March...........Want to start phase 3 at end of 2004.
We need a partner.
20th April...........Found lots of partners!
15th September..Talking to partners.
Waiting for more scientific/medical
/commercial inputs before we strike the
deal and announce Partner/start of phase 3.


Pretty consistant progress towards their goals at the end of
2004 ("ReGen will be a very different company at the end of the year"

So I think we are definately on course for news of a licensing partner by the end of 2004.


If you were to analyse the above in a speculative way then
a few things stand out.......

22nd March."Will consider testing for Parkinsons at the appropriate time with a possible partner"

15th September "In this regard we expect an in-vitro study
evaluating the use of the compound in Parkinson's Disease to
start in the third quarter of the year."

Which could raise some very speculative questions.

The appropriate time to start testing for Parkinson's was the last 2 weeks of September therefore have found a possible partner?

If they have a posible partner then a deal is on the table?
If you have a "better" deal then there must already be a deal to improve on?
The commercial input for a better deal was buying GCPUL?
The scientific/medical input for a better deal is the results of the Parkinson's study?

Pure speculation of course!

Anyway lots of news to come and IMO the big one being Parkinson's followed by a licensing deal. Probably in December depending on how long it takes to do the Parkinson's study. Anyone know?
I think the news will be released a bit at a time to maximise the PR opportunities.

Certainly 12p by xmas.

IMO DYOR etc. etc.

Ten Pints - excellent report,like the way you have put it together.I see you suffer from the same level of optomism and exhuberance as myself re:"certainly 12p by xmas"...and we sincerely hope you are right.I think it is always a problem with any scientific study to say how long test will take. How long will it take you to invent anything? answer is always as long as a piece of string!So i think the key is whether the product is good and meets the performance levels targeted. If it takes an extra month...well for 12p a share its perhaps worth the wait. Although this is where I have a problem in that unfortunately, patience is not my forte!

So we are back on track again. The recent NOIT sale of 3500000 shares has cast a shadow over trading with a number of people jumping ship in concern at a falling price and no explanation. Now we know there was nothing sinister to do with the company just NOIT needing to raise funds then normal service has resumed. Already up 9% today and people are still buying. I bet there are people kicking themselves that they didn't buy a couple of days ago but then IMHO there's a lot more in this one yet.

"Shares in Regen Therapeutics jumped 0.25p to 2.875p on talk that the company is set to announce some good product news. Speculation also mounted about a possible US fundraising. "

This appeared in various tipsheets yesterday so should attract some attention.

Hopefully they are correct and the good product news will be to do with successful scale up which will be one big step forward.