Gantenbrink
- 12 Jun 2004 22:51

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
- 28 Jul 2005 18:54
- 59 of 206
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.
Gantenbrink
- 31 Jul 2005 13:26
- 60 of 206
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.
Gantenbrink
- 03 Aug 2005 12:56
- 61 of 206
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
queen1
- 10 Aug 2005 13:22
- 62 of 206
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.'
Gantenbrink
- 10 Aug 2005 15:09
- 63 of 206
Hi queen1 - our patience is being rewarded and this is really only the beginning. The fact that this is a patent in the US is also a good precursor to the fact that the most likely first nutra license will be N.America. The activity today shows how many people watch Regen so where will the SP go when the first license is announced?
I suspect we may also get some press coverage which can only help.
It will be interesting to see whether this causes any movement on the ADR front for once the US starts buying the shares as well we could really move forward.
I think all those who hold will be pleased to have their shares safely tucked away for it just shows how quickly things can move and it could well be very difficult and expensive to try and get them on news of the first license which based on company info could well be any time.
Exciting times ahead.
queen1
- 10 Aug 2005 22:27
- 64 of 206
Exciting times indeed Gantenbrink. The sp has just about recovered to where I originally got in which helps.
Gantenbrink
- 18 Aug 2005 09:16
- 65 of 206
A superb link here to an evaluation of Colostrinin. Research data etc. I know some people are passing this on to the media as it could bring hope to AD sufferers that progress is being made and that all indications so far are that Colostrinin is safe ( no particular side effects)
http://66.102.9.104/search?q=cache:rNXipWgU2Q4J:www.biomedcentral.com/content/pdf/cd-581670.pdf+colostrinin+&hl=en
--------------------------------------------------------------------------------
Gantenbrink
- 06 Sep 2005 14:16
- 66 of 206
Acquisition of Rights
RNS Number:8809Q
ReGen Therapeutics PLC
06 September 2005
ReGen Acquires Rights To New Use for Well Known Drug
6th September 2005
ReGen Therapeutics Plc ('ReGen' or 'the Company') announces that it has entered
into an exclusive option arrangement with Sciencom a private company, which has
discovered an important new use for zolpidem, a long-established drug, currently
marketed for the treatment of insomnia. A patent application has been filed to
cover this new use.
A significant body of 'open' clinical case observations has shown that zolpidem
can normalise areas of brain dormancy secondary to a primary lesion in brain
damage conditions e.g. stroke, traumatic brain injury, vascular dementia and
Bell's palsy. The clinical effects of this dormancy reversal have been
restoration of consciousness, swallowing, co-ordination and motor function after
stroke and traumatic brain injury. Given that stroke alone is the largest single
cause of severe disability in England and Wales, with over 250,000 people being
affected at any one time, the Company believes that this represents a
significant medical and commercial opportunity.
This reversal of dormancy has been visualised by SPECT brain scanning on dosing
with zolpidem. The clinical effect is generally proportional to the size and
position of the dormant area and correlates with drug levels in the brain/
plasma. Whilst to date these effects have been achieved with existing
formulations these are less than ideal for the new use, with sedation as a
significant limiting factor. ReGen is therefore looking to develop new
formulations to optimise the delivery of this important clinical benefit to a
diverse range of patients.
With this in mind, ReGen is managing a feasibility study. Assuming the success
of this study ReGen will undertake several studies, in collaboration with its
recently acquired subsidiary Guildford Clinical Pharmacology Unit Ltd, designed
to demonstrate clinical proof of principle. Positive results in these studies
will trigger a shares only option payment to Sciencom and the results will be
used to find a commercial partner to complete formulation, clinical development
and marketing.
Commenting, Percy Lomax, Regen Chairman and Chief Executive said 'We are pleased
to announce the acquisition of rights to this project, consistent with our
previously stated intention of building our business to both diversify risk and
increase value for our shareholders. Our estimates suggest that the total
potential world market is around $5bn per annum. It is important to note that
this project could be in clinical trials very early next year.'
For more information, please contact:
Andrew Marshall
Marshall Robinson Roe
Tel No 020 7960 6007
This information is provided by RNS
The company news service from the London Stock Exchange
END
Gantenbrink
- 06 Sep 2005 14:25
- 67 of 206
In the past people have been concerned about Regen being a one product company but things have now changed.
This product could be in clinincal trials early next year and has massive potential
The indications are that the AD and Parkinsons products will be in clinical trials in 2007.
The nutra version of Colostrinin is expected to be on the shelves next year.
Meantime the strategic importance of the GCPUL acquisition has been demonstrated by virtue of keeping research costs in the group. I also wonder whether it gives Regen access to breakthroughs with other drugs and the chance to get involved at an early stage. e.g. was todays association anything to do with a contact through them?
Interims are due this month and there is quite a bit for us to be updated upon including the first real glimpse of income that is coming from GCPUL.
The nature of the likely treatments uses for this drug ought to see Regen getting some media coverage as well which could also have a knock on effect of interest in Colostrinin.
queen1
- 06 Sep 2005 21:37
- 68 of 206
Gatenbrink - again, good news but all of the gains from the recent fantastic announcement have been given up over the last couple of weeks. What's it going to take to actually get these motoring and to stay motoring?
Gantenbrink
- 06 Sep 2005 22:17
- 69 of 206
queen1 - your guess is as good as mine. How much positive news can they release before it goes up and keeps going....?
queen1
- 07 Sep 2005 13:23
- 70 of 206
No idea....but it's dropping again today :-(
littlegravitas
- 12 Dec 2005 11:40
- 71 of 206
why are they going up today?
Gantenbrink
- 12 Dec 2005 17:48
- 72 of 206
The mm's started to move the price up first thing and continued through the morning. All told 5 of the 6 mm's moved up today. I think two of them increased twice.
There is a city presentation now on the website. This took place last week and seems to have targetted institutions. There was nothing major within it hence no RNS. The interesting bit seems to focus around Zolpidem about which the presentation reads fairly positively and in the summary states that they will be going to trials in 2006 so they seem to have moved on beyond the feasibility study.
If you haven't seen it have a look at the Regen website. There was nothing about the nutra partner which we are all waiting to hear on. The year has seen them getting progressively more positive about a deal from looking for, to serious negotiations to discussing terms but so far we have not heard about someone taking a pen out of their pocket and signing. N. America looks like it should be first but it would just be nice to see it agreed.
Two late 500,000 buys bode well for tomorrow. Fingers crossed there is some positive news on the way.
queen1
- 12 Dec 2005 18:05
- 73 of 206
It would be good to get the positive news before Xmas!
Gantenbrink
- 18 Jan 2006 12:25
- 74 of 206
I have seen a very positive broker note from Regens brokers JM Finn & Co. I got it yesterday and it indicates that " Zolpidem project gets green light". Apparently they are going to exercise their option to acquire for a "modest sum payable in shares". It goes on to say "Regen is gearing up for a phase 2a clinical trial of a low dose formulation of Zolpidem in early 2006" and then "we believe Regen will not have difficulty in finding a partner". IMHO Zolpidem looks a very exciting drug and the fact that it has already been used as a drug for other uses is probably why it can jump straight to this stage of trials.
On Colostrinin nutra it says "Management remains confident that a partnership for Colostrinin can be concluded in early 2006 allowing a product to be launched, at least in the US, as early as Q4 2006". It also says the vetinary version should go to trials in early 2006.
On valuation It says Regen has a current enterprise value of around 4 million. "We believe even a very cautious projection of sales of Colostrinin would support an enterprise value of around 30 million. This valuation assumes no contribution from the pharmaceutical programmes which should have even greater potential in the longer term, especially given the Zolpidem project"
All very reassuring and might explain why we are beginning to see a bit of life. No doubt there should be an RNS coming out when they actually exercise the Zolpidem option which should attract some attention and will mean that Regen will no longer be a one product company which I think has been a concern to some in the past.
Good luck to all
Boot
- 18 Jan 2006 12:50
- 75 of 206
Thank you for the information Gatenbrink, all very positive !!
queen1
- 07 Feb 2006 09:54
- 76 of 206
RGT is continuing to do well this week. Impending news?
Gantenbrink
- 07 Feb 2006 19:04
- 77 of 206
Price is moving. Volume picking up. Various bits of news anticipated which could send us well north of here.
A partner for the Colostrinin nutra? News on Zolpidem - exercising of the option, entering trials with a partner and a hefty signing on fee? Either of those would be fantastic news.
There is definitely a positive air around Regen at the moment judging by various boards so hopefully our patience is soon to be rewarded.
queen1
- 07 Feb 2006 22:28
- 78 of 206
I hope so Gantenbrink. I got in at 2.30p so still some way to go to break-even on this one. But I still believe it will come good...