Replicel Is On Fire Lately — Data In Feb.

[MeDK]

You don't understand. Shiseido already have the technology as well as the exclusive right to commercialise in Japan, with or without "approval" from Replicel. Replicel have already sold it to them and Shiseido have already received the training and everything else they need. Replicel is out of the picture now besides the dispute regarding royalties if Shiseido do decide to commercialise.

Its weird since they have a whole co-development agreement, and all that shiseido is providing with in Japan at this point is funding and manufacturing, its the Japanese hospitals that does the research.

Like its stated here.

"While Shiseido's manufacturing facility is certified by the Japanese PMDA, the clinical study is hospital-initiated and governed which means that Shiseido's role in the trial is restricted to funding and manufacturing. Any eventual commercialization of the product in Japan as a result of this study would be done as a treatment provided in partnership with hospitals under the authority of the Ministry of Health, Labor and Welfare and its Act on the Safety of Regenerative Medicine.

"The pathway under which Shiseido has decided to conduct clinical investigation of RCH-01 in Japan means the product may be the subject of early commercialization in Japan," stated RepliCel's President and Chief Executive Officer, R. Lee Buckler "While we are unclear how the clinical strategy Shiseido is pursuing may impact the product's commercialization in their markets, we remain supportive of Shiseido's decisions," continued Buckler."

Also that Replicel uses those research results for other markets around the world, so Replicel isn't out of the pictures. They are quite much IN the picture. They also establish a joint steering committee with shiseido.

 

[Throwaway94]

Its weird since they have a whole co-development agreement, and all that shiseido is providing with in Japan at this point is funding and manufacturing, its the Japanese hospitals that does the research.

Like its stated here.

"While Shiseido's manufacturing facility is certified by the Japanese PMDA, the clinical study is hospital-initiated and governed which means that Shiseido's role in the trial is restricted to funding and manufacturing. Any eventual commercialization of the product in Japan as a result of this study would be done as a treatment provided in partnership with hospitals under the authority of the Ministry of Health, Labor and Welfare and its Act on the Safety of Regenerative Medicine.

"The pathway under which Shiseido has decided to conduct clinical investigation of RCH-01 in Japan means the product may be the subject of early commercialization in Japan," stated RepliCel's President and Chief Executive Officer, R. Lee Buckler "While we are unclear how the clinical strategy Shiseido is pursuing may impact the product's commercialization in their markets, we remain supportive of Shiseido's decisions," continued Buckler."

Also that Replicel uses those research results for other markets around the world, so Replicel isn't out of the pictures. They are quite much IN the picture. They also establish a joint steering committee with shiseido.

I didn't say they didn't have communication with Shiseido, I said that Shiseido are solely responsible for commercialising RCH-01 in Japan and Replicel have no ability to do so without them. As stated in your own post, Replicel are unclear about how Shiseido's clinical strategy will impact commercialisation in their markets (aka Japan).

 

[That Guy]

Shiseido's trial failed to produce results on par with RepliCel's phase 1. There is simply no way this gets commercialized by Shiseido and no, they do not care that you'd pay for it in its current state because it would not be profitable and sustainable.

It really is that black and white.

Everything else is cope.

 

[RolfLeeBuckler]

People don’t realise that Replicel / SHISEIDO haven’t failed. Ok for people who are already bald 8% regrowth aren’t that much.
But the target of SHISEIDO are the next balding generations which will go every year in the clinic getting RCH-01 injections since they notice any sign of balding let’s say with age 20 years. They will have a sideless treatment withought damaging their hormones or rubbing a lotion twice a day on your head.

We could be the last generation with bald heads if SHISEIDO brings RCH-01 to the market. It is much better for balding people doing this injections every year then waiting 10 years until they are bald to do Tsuji or TissUse. This would be wasted lifetime

Get this point finally!!!

Don't get me wrong. I need also a lot of more then 8% regrowth but Shiseido gives a f*** about our balding generation. They will make so much money with the next young generations rescueing them for becoming bald.

If we had been 18 years old now we would be so f*****g happy about the results... Unfortunately we are in a very bad situation with all the hair we lost

 

[Milkonos]

well, I'm 21 and I'm frustrated by the results. 8% is too low for a treatment that'll come in at least 3 years. Especially if it can't regrow the temples. Those fuckers spent the last 2 years playing with us instead of launching phase 3 !

And I can't even take propecia because I'm already on f*****g prozac. damn

 

[Joxy]

Oh no, we had to wait a half year longer for results! That's really an indication the study results were sh*t...oh but that's not the case. Again grasping at straws.

The problem is your unrealistic expectations.


Get an FUE to fill in your bald spots, that simple. This is amazing if it really gives us maintenance for almost 1 year.

It is not amazing. Nobody will pay huge amount of money just for maintenance for almost 1 year. For 2-3 years maybe, but for 1 year no. Today you have very expensive teeth, but they look 70% like natural and last 10-15 years.

The only optimistic scenario is that this trial was done only with 1 injection.

 

[That Guy]

So you already know how much money they will ask for this treatment then? Lol just more bs conjecture.

And you severely underestimate the demand for a sideless maintenance treatment.

You severely overestimate the market demand for a sideless, maintenance treatment, dude.

Give us some actual market data that proves this is the case. Swoop posted, years and years ago, PureTech's market research which showed that the reason men did not use finasteride or minoxidil (if they were even aware of it in the first place) had nothing to do with "sides" and everything to do with the fact that they typically produce meager regrowth.

This is the hard pill for basically everyone on these forums to swallow: Most men dgaf about it. Most men would rather go bald, thinking they'll be Jason Statham or win everyone over with their sh*t personalities, than take a pill once every couple days. That's money that could be spent shitty craft beer and the new Animal Crossing on Switch!

They are not going to have a sustainable customer base with Shiseido's version as it is; it will simply not be profitable. The number of balding men who are on or have even tried finasteride would be less than 1%. The market for regrowth is where it's at.

Now, if this thing was doing as well as their first trial or better, then yeah — I could see them offering the one-and-done sort of treatment. That would probably make them enough money off of even men and women who haven't started losing their hair yet and their is an un-ending supply of customers. However, the Japs failed to get even as good of results as RCH-01's first trial. If you don't believe me on that, go read the summaries from both studies side by side. If they do continue to pursue it, it will be YEARS before they would be looking at bringing it to market now.

Hopefully, this will end the yellow fever on these forums, but I doubt it.

P.S.

Lest we forget that the world economy is on the brink of total collapse and will lie in shambles for the foreseeable future.

 

[Omega2327]

You severely overestimate the market demand for a sideless, maintenance treatment, dude.

Give us some actual market data that proves this is the case. Swoop posted, years and years ago, PureTech's market research which showed that the reason men did not use finasteride or minoxidil (if they were even aware of it in the first place) had nothing to do with "sides" and everything to do with the fact that they typically produce meager regrowth.

This is the hard pill for basically everyone on these forums to swallow: Most men dgaf about it. Most men would rather go bald, thinking they'll be Jason Statham or win everyone over with their sh*t personalities, than take a pill once every couple days. That's money that could be spent shitty craft beer and the new Animal Crossing on Switch!

They are not going to have a sustainable customer base with Shiseido's version as it is; it will simply not be profitable. The number of balding men who are on or have even tried finasteride would be less than 1%. The market for regrowth is where it's at.

Now, if this thing was doing as well as their first trial or better, then yeah — I could see them offering the one-and-done sort of treatment. That would probably make them enough money off of even men and women who haven't started losing their hair yet and their is an un-ending supply of customers. However, the Japs failed to get even as good of results as RCH-01's first trial. If you don't believe me on that, go read the summaries from both studies side by side. If they do continue to pursue it, it will be YEARS before they would be looking at bringing it to market now.

Hopefully, this will end the yellow fever on these forums, but I doubt it.

P.S.

Lest we forget that the world economy is on the brink of total collapse and will lie in shambles for the foreseeable future.

I feel like your two points somewhat contradict each other. First you say men don’t take fina/min because they don’t provide significant regrowth. Then you say they don’t do it because they just “dgaf” and keeping their hair (which many can easily do with fina) isn’t even worth the time/money in the first place. So which one is it?

 

[That Guy]

I feel like your two points somewhat contradict each other. First you say men don’t take fina/min because they don’t provide significant regrowth. Then you say they don’t do it because they just “dgaf” and keeping their hair (which many can easily do with fina) isn’t even worth the time/money in the first place. So which one is it?

They don't take it because they dgaf and it's not offering enough of an improvement to change their minds.

Idgaf about grey hair, but if there was a one-and-done treatment, or at least something highly-effective (and not hair dye) I'd say "Sure what the hell" and get it done.

but I'm sure as hell not going to dye it however often and stuff like that over it; it's just not worth it. That is how most men are about balding.

Yes, I'm aware balding is a lot worse, and no I'm not saying that apathy is a good response to it, but that is how most of them are.

 

[killDHT]

The company only want to earn more money.If they want to cure hair.like ceti or pgd2.Why do they spend so much useless energy.

 

[Milkonos]

Since they will "soon" launch phase 3. Does that mean that once it will be commercialized, it won't be a Japanese monopoly and be available worldwide ?
I guess that's the good news right ? at least we won't have to spend cash on 2 trips to Japan.

How long is phase 3 supposed to last ?

 

[Milkonos]

Lol, nothing went wrong stop lying. And they don't need to do a phase 3 in Japan for commercialization.

So, what's the next step now ?

 

[John Difool]

I really like the vagueness of their statement. It reads like a brochure to investors. And it brings false hopes to our delusional community

 

[Joxy]

You're the one making claims shiseido won't commercialize this, I don't have to bring any market research.


Read below, these are the next steps based on research and real business, not on conjecture from balding autists here.

https://replicel.com/news/japan-s-re...erapy-products


“This provides a clear signal to Japanese investors, clinicians, and strategic partners with whom we are in discussions, that we are delivering on our ‘First-in-Japan’ strategy which aims to have four products on the market in Japan by 2023.” - Replicel


https://replicel.com/news/publicatio...-men-and-women


"We are very pleased that the data from this randomized, placebo-controlled, double-blinded, dose-ranging clinical study of 65 patients (male and female) with pattern hair loss confirms, with statistical significance, the observations from our ph 1 trial in a larger cohort of patients including females, a wide variety of ages and hair loss, and compared with a placebo-control. In summary, the study produced a statistically significant and clinically meaningful increase in hair density and diameter as measured nine months after treatment,” stated RepliCel’s Chief Medical Officer, Dr. Rolf Hoffman.

Yeah, 8% regrowth, lol. And still millions of people if they want to use their product must fly every 9 months to Japan. Which is very expensive.

 

[Milkonos]

They need to bring those 8% to a solid 50% by 2023

Hoping that covid19 won't screw-up the Japanese economy.

 

[John Difool]

I don't get the percentage if you're not adding the Norwood scale. What's 50% improvement on a nw7? I believe still a nw7

 

[That Guy]

You're the one making claims shiseido won't commercialize this, I don't have to bring any market research.

Yes, you do.

It does not take a genius to realize that this is simply not a viable product as is and that RepliCel is obviously going to blow smoke up their "partners" asses no matter what.

 

[Joxy]

No, untill now nothing changed. Only thing that changed is that you're dissapointed because of unrealistic expectations. Did you really think this would regrow a couple of Norwoods?

This was always a maintenance therapy at best.

Your conjecture is worth nothing and Shiseido has not discontinued RCH, those are the facts.

Replicel couple of years ago in many interviews told us that their treatment will give a lot of regrowth. Just need to find the right dose.

In the end this treatment is total failure and they know it.

 

[clams]

Yes, you do.

It does not take a genius to realize that this is simply not a viable product as is and that RepliCel is obviously going to blow smoke up their "partners" asses no matter what.

Pretty obvious to see the viability of this product in the hair transplant industry, which is a mult-billion dollar industry itself. You already have these patients investing $10k+ to maintain their hair, an extra $1500 for a yearly cell based therapy to maintain their results is an easy sell. They already do this with PRP and it’s way less promising and exciting as a therapy.

Is this the next Keytruda? Obviously not, but it’s potential is enough to help sustain a small biotechs program, which includes another potential indication that can be sold by the same sales force to similar doctors (mostly derms / cosmetic surgeons).

 

[That Guy]

Pretty obvious to see the viability of this product in the hair transplant industry, which is a mult-billion dollar industry itself. You already have these patients investing $10k+ to maintain their hair, an extra $1500 for a yearly cell based therapy to maintain their results is an easy sell. They already do this with PRP and it’s way less promising and exciting as a therapy.

Is this the next Keytruda? Obviously not, but it’s potential is enough to help sustain a small biotechs program, which includes another potential indication that can be sold by the same sales force to similar doctors (mostly derms / cosmetic surgeons).

No. A product that would exist only in Asia and, in its present state, only maintains hair for a few months and requires a biopsy is not viable. Especially not when a pill is on the market that can sustain hair for many years, if not indefinitely.

"but muuuuh" No. You mistake the desperation of certain demographics willingness to pay for anything with "viability".

First off, there is nothing on paper (market research) showing that enough of the population would be willing/able to pay for this. Secondly, even if they did, it doesn't matter anyway; they cannot continuously administer the treatment and the cost of doing so would far exceed finasteride, transplants, etc. in a pretty short amount of time.

Consider that Aderans' technology, a decade ago, was able to maintain hair indefinitely and still was scrapped.