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.

Gantenbrink

Echo that sentiment. Thanks for the review. Things are sounding positive and on the up. Have to think about increasing my holding.:-)

check out the 'iii' web site bulletin board

never have so many for so long had so much positive stuff to say about a share that has spent so long going NOWHERE................fast

why do the pharma share BB's attract so many experts?
all comments are laden with techy stuff....

but the share still goes nowhere (on a good day.....mostly it goes SOUTH)

A 15% rise today which was very well needed after such a poor run. Perhaps a corner has been turned...

Mr Garrod has bought another 1,000,000 shares taking his holdings to 11.3%.
Obviously must feel pretty confident, think I will hold onto mine as well.
Forgot to add he is a Non Executive Director.

That's only 15k but is still an indicator that all is not lost.

Header updated with news of scale up and some quotes from the Wall Street Interview which is to be published today:-

http://www.twst.com/notes/articles/abz622.html

Hopefully solid progress and a rising SP from now on.

In the words of chairman Percy Lomax today

"You have a real company as opposed to a hope company"

Real profits and real sp movement northwards is now the order of the day!

I'll drink to that.

Little by little we're getting there. The last 2 weeks must have seen around a 60% rise.

I have to say I had never imagined that the Share Price would be as low as this once scale up had been announced but I think it's because it took slightly longer than they had expected.

Confidence is beginning to return and newsflow is improving so hopefully we will see the rise continue to a realistic level. Then drop in news of a licensing partner and we're away

Gantenbrink - what do you feel is a realistic level for RGT as this time?

I bought quite a number of shares at between 3 and 4p when they were not as advanced as they are now. There has however been some dilution since but I would still have expected that they would, with news of scale up and GCPUL revenue, be more towards 5p. Licensing partner, tox tests and GMP will mean that sales are just round the corner and a much higher price

An interview a while ago (not yesterdays) with Percy Lomax hinted at 5% royalties of estimated sales of a nutra of 100 million a year so 5 million a year to Regen.

That's aside from GCPUL, the vetinary angle, the other nutra (as per yesterdays interview) further expansion and the longer term and almost incomprehensible income that would come from either of the two pharma products - AD at royalties on an estimated at 1-5 billion in sales & Parkinsons - where I haven't seen figures ( naturally if they are successful through testing etc - but so far no side effects shown which is a key attribute)

Currently the market cap of the whole company is only around 7 million. For the reasons above I remain sure that this SP has a long way to go.

Thanks for that and interesting thoughts. If you're right, the company is currently very undervalued - ripe for a takeover perhaps or are the products not sufficiently advanced to tempt a potential suitor?

Now that the new facilities are available on these threads I have stuck a picture at the top for a bit of fun. The fuse has been lit I just wish they'd take off.

Takeover? I hope not. We've come this far lets' hope they finish the job. It is a worry though with such a low market cap. I wonder what level they could reasonable defend. 10p/20p. To a large company this wouldn't be a huge expense.

It is a bit of a vulnerable stage with the SP being so low but I think most of the major holders are in for the long term. On another board an attempt at a straw poll based on 6p & 10P highlighted the fact that no long term holders would even give such prices the time of day.

As I say we're so close now to the first product sales it will be nice to see it through and realise the gains we've all been waiting on.

Finally Hood have moved up on that offer (From 1.75 to 1.85). They have been adrift of the pack for a while with the others at 2.00/ 2.10 and three at 2.15. They obviously had some cheap stock to clear so hopefully they have exhausted it.

Online buy limit has dropped to 75k whilst you can sell 375K at 1.7 so signs are good for a further rise.

Suggestions of 12p look way off now, - so do any of you that follow Regen have further news to support a recovery?
I suspect the cash-position is the killer, as it was for Xenova - things always take longer than anticipated.
Running out of cash is no excuse, but it's usually fatal.
I don't follow the co. - so a resume would be useful as a starting point. Thanks.

Suggestions of 12p look way off now, - so do any of you that follow Regen have further news to support a recovery?
I suspect the cash-position is the killer, as it was for Xenova - things always take longer than anticipated.
Running out of cash is no excuse, but it's usually fatal.
I don't follow the co. - so a resume would be useful as a starting point. Thanks.

hangon - I have tried to keep the header updated so most info is on there. Suggestions of any price can purely be conjecture until the hard facts of a licensing deal are seen but many people would feel that if there is a half decent deal which generates the sort of royalties the chairman has alluded to in the past then the price would be significantly above where it is now.

We have seen a bit of activity today and I can find no real hard facts as to why. There does seem to have been a bit of smoke around but no fire with people saying they've heard news of a deal etc. When we know for certain then we will see the real rise but I am sure most people don't want to base anything on what someone heard from their best friends cousin who was sitting behind a guy in a pub etc.

You're right about the cash. I haven't got figures to hand but I did take a thorough look at the accounts for last year along with projected cash burn for this one a few weeks back and in my estimation they need to get fees in for a licensing deal before the end of the year to avoid having to do an issue to cover ongoing costs. There are a few variables which it is difficult to quantify such as how much profit is GCPL making and are there any savings now they have achieved scale up. If they go much past the interims without a deal then I suspect they will start getting financially twitchy about wanting to get a bit of money in the kitty for reserves but that's just IMHO.

The interims are about 6 weeks away so we will at the latest know more then. Beyond that it's a gamble. Indications are that they are very close to a deal as they were discussing terms a few weeks back but until the pen's are on the paper it could be tomorrow and it could be never. The chairman seems confident of sales in 2006 and there is a lot of legwork between achieving scale up and getting sales one of the first steps of which is a licensing deal so he must feel it's close.

Hope that's of some use and please if anyone knows anything more definite about the rumours doing the rounds today do let us know.

Thought it might be of interest that news of Regen is beginning to spread. Up to now their PR has not been great but even so word is getting out worldwide. We know there have been various articles in the States but 2 recent articles have appeared as news in India and Australia.

India 29 July Specific reference to the work of Regen

http://www.medindia.net/News/View_news_main.asp?t=gn&x=4154

Australia 19 July No reference to Regen but focus on their patented product Colostrinin

http://www.abc.net.au/rural/content/2005/s1417588.htm

Credit for finding this info goes to a poster elsewhere (McGraw) but Im sure he would happy for it to be posted here as he doesnt post here himself.

Superb research on share trading in Rgt by a poster elsewhere seems to show overhang all but cleared which could explain the price starting to slowly move.

I got the okay to post the link as he has put it on a web site.

As I say this is all the hard work of The Ford Prefect - I am just the messenger.

http://www.ohmica.co.uk/rgt/rgttrading.htm

Up 40% today. Well done to all who still hold. RGT could now be going places!

ReGen Therapeutics announces grant of U.S. patent on use of Colostrinin(tm) to
promote induction of Cytokines

ReGen Therapeutics Plc ('ReGen' or the 'Company'), a company whose product
Colostrinin(tm) has shown efficacy as a potential treatment for Alzheimer's
disease, announces that a patent on the use of Colostrinin(tm) as an inducer of
cytokines has been granted by the United States Patent and Trademark Office. The
patent is owned by the Board of Regents of the University of Texas System and is
based upon long term research at the University of Texas Medical Branch (UTMB)
at Galveston, which has been sponsored by ReGen. UTMB has licensed the patented
technology to ReGen under the world wide exclusive license agreement that exists
between the two parties.

The new patent covers the use of Colostrinin(tm), its constituent peptides and
analogues to promote cytokine induction. Cytokines are molecules that are
involved in communication between cells.

Potential utility of this patent is expected to be welcomed by people with
Alzheimer's disease, because 'the induction of cytokines can modulate the immune
response in those patients' said Dr. Kruzel, Scientific Consultant to ReGen and
Adjunct Professor at the UT Medical School at Houston.* He also added that the
present invention provides a method of modulating an intracellular signalling
that leads to reduction of cell damaging reactive oxygen species (ROS). Both are
important in the context of Alzheimer's disease and may go some way to explain
the clinical benefits shown to be associated with ColostrininTM in clinical
studies'.

The grant of this patent adds further strength to the intellectual property
portfolio owned by or licensed to ReGen. ReGen now holds rights to 5 different
patents relating to Colostrinin(tm); one for the use of Colostrinin(tm) in
Alzheimer's disease and other neurodegenerative conditions (granted in 10
countries), one for its use as a dietary supplement in combination with other
substances (granted in UK) and 3 UTMB 'mode of use' patents (granted in USA).
The Company has filed a number of other patent applications in relation to
Colostrinin(tm) its constituent peptides and analogues and these are currently
being evaluated by the relevant patent authorities.

Commenting on the latest patent grant, Chairman Percy Lomax said 'This is now
the third granted US patent to come from our long standing association with UTMB
and represents further progress in our development programme. It remains a
pleasure to collaborate with such an excellent team of scientists.'