In today’s briefing:
- Regencell Holdings (RGC US) And the New Ramp-And-Dump Schemes
- Natco Pharma (NTCPH IN): Getting Ready for the Next Moonshot
- BBLG: Making Major Step Toward Commercialization
- Insight: Care Cloud Preferred ($CCLDO)
- Kooth Plc – Friday Take Away: 20 June 2025
Regencell Holdings (RGC US) And the New Ramp-And-Dump Schemes
- The absurd valuation the market has placed on Hong Kong-based biotech Regencell Holdings (NASDAQ: RGC), which claims to be devising Traditional Chinese Medicine (TCM) cures for ADHD, autism, and other neurocognitive disorders, has metastasized since our April 2 newsletter.
- RGC rose 12,980% (on a split-adjusted basis) from the time of our publication to the peak on June 17.
- The stock has fallen a good deal from its $78 value on June 17, but, at $22.95 as of this writing, there is still much more distance for RGC to fall.
Natco Pharma (NTCPH IN): Getting Ready for the Next Moonshot
- Natco specializes in complex generics with a catalogue of 30 Para IV filings (14 approved), demonstrating strong R&D expertise and a track record of successful high-value launches most prominently gRevlimid.
- Its current pipeline include potential blockbuster drugs like generic versions of Evrysdi, Ozempic/Wegovy (GLP-1), Kyprolis, and Imbruvica, which could drive future growth and offset concerns about declining Revlimid revenues post-FY26.
- We estimate Natco (ex-Revlimid) can generate ~2,500cr in revenues with profit of 320-350cr. Its 3,500cr cash-in-hand, Para IV optionalities and NCE investments (Gene therapy) make its current valuation attractive.
BBLG: Making Major Step Toward Commercialization
- Bone Biologics is pursuing a better and more effective way of dealing with back pain requiring surgery by developing bone regeneration in spinal fusion using the recombinant human protein known as NELL-1/DBX, or NB1.
- The company continues with human trials and is getting funding that will enable the approval process to continue.
- BBLG also filed for a patent that stands to strengthen the company’s intellectual portfolio.
Insight: Care Cloud Preferred ($CCLDO)
- Care Cloud’s Preferred Stock ($CCLDO) represents the type of opportunities we’re pursuing in the Small Cap Absolute Growth Strategy.
- I’d written most of this post and put it on the backburner in preparation for it to be part of our quarterly letter, but a press release today made me smile and I decided to revise and inform.
Today’s press release:“Our audit firm has informed the Company that it does not have the capacity to perform an ICFR attestation.
Kooth Plc – Friday Take Away: 20 June 2025
- Friday Takeaway from UK Small Caps This will delve a little deeper on individual companies and focus on non-house stocks under £200m market capitalisation to raise awareness 20th June 2025 Alphabetically arranged Share prices and market capitalisations taken from Alpha Terminal from the current price on the day of publication.
- Top three shareholders are taken from the websites of the companies that we are writing about, unless there is a more up to date TR-1 notification RNS announcement.
- The prospects of these profitable companies can be further transformed by State and Government project expenditure HERC Building the Future KOO California State of Mind Hercules 44.20p £35.19m (HERC.L) Last Reported in Friday Takeway, 9 May at 49.5p Financial Calander: Year End September, Reported 13 January, Interims to end March reported 17 June Top Three Shareholders: Brusk Korkmaz (CEO) 45.02% held through Hercules Real Estate Limited, Martin Tedham 12.69% (NED) held through Wasdell Packaging Limited, Premier Miton Group plc 10.09% Key Investment Points: Finding Skilled Workers, Balance Sheet Strengthened, Organic & Acquisitive Growth Hercules is a technology-enabled labour supply, recruitment, and training service provider specialising in the UK infrastructure and construction sectors.
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