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The research out of Sloan Kettering on HSP's has huge potential for cancer therapy. I find their developement of analytical methods impressive to say the least. Have you looked at the chaperome inhibition landscape, ADX-1612, and put any sort of value/timing on that part of the business? I'm thinking five years or more to get through trials. 2B market cap? Will covid-19 move that timeline forward? I appreciate any thoughts you may have.
https://www.aldeyra.com/pipeline-disease-areas/systemic-diseases/ovarian-cancer/
Samus Therapeutics is apparently privately held.
ALDX looks very bullish now. pipeline full and extremly bullish chart picture now. ALDX multipler potential imho. have load some more today. 2021 is ALDX year based on this pipeline.
It's encouraging to see Perceptive Advisors adding over 1 million shares on 1/8 and 1/9/21 @ $8.13 and $9.34. Their purchase of 3.5 million shares in July @ $4.25 was one of the reasons I jumped in last summer.
https://finviz.com/insidertrading.ashx?oc=1224962&tc=7
I agree and look forward to their progress.
I looked at the publication on PubMed: "Randomized Phase 2 Trial of Reproxalap, a Novel Reactive Aldehyde Species Inhibitor, in Patients with Noninfectious Anterior Uveitis: Model for Corticosteroid Replacement"
https://pubmed.ncbi.nlm.nih.gov/32955967/
It is free. The following COI statement is excerpted from the end of that publication. The authors affiliations with B&L and others is very encouraging. With the pipeline they should be able to partner without giving up shareholder value. I think the executive leadership is great.
Conflict of interest statement
K.J.M. has served as a consultant to Aldeyra Therapeutics, and is a co-inventor on a patent assigned to Aldeyra Therapeutics.
D.C. is an employee of and an investor in Aldeyra Therapeutics.
D.S.C. has received grants from Mallinckrodt; is a consultant for Aldeyra, Dompé, and Mallinckrodt; has received honoraria from AbbVie and Mallinckrodt; and has received travel reimbursement from AbbVie, Dompé, and Santen.
C.S.F. has received financial support from Aciont, Alcon, Aldeyra, Bausch & Lomb, Clearside, Biomedical, Dompé,, Eyegate Pharma, Mallinckrodt, Novartis, pSivida, and Santen; is an investor in Eyegate Pharma; is a consultant for Aldeyra, Allakos, Bausch & Lomb, Eyegate Pharma, Genentech, Novartis, and pSivida; and has received fees for lectures and services for speaker bureaus for Alcon, Allergan, and Mallinckrodt.
J.S. has received financial support for consultancy and research from Aldeyra, AbbVie, and Bausch & Lomb.
T.C.B. is an employee of Aldeyra Therapeutics and an investor in Novadigm Therapeutics, Springbank Pharmaceuticals, Evoke Pharma, and Aldeyra Therapeutics, and is an inventor on patents for Aldeyra Therapeutics.
I think $ALDX is a keeper.
Here's my best effort. https://stockcharts.com/freecharts/gallery.html?aldx
Question is, where does it top out? I have a boat load of shares and $10 March calls. Sell order for $3.2 on them. Thinking about buying $15 June calls. Thoughts??
Great presentation this morning and the analysts were all over this in the Q&A. The data and P values speak loads as does the resulting run up today on big volume. Great way to start the year, eh?
* * $ALDX Video Chart 07-14-2020 * *
Link to Video - click here to watch the technical chart video
My guess is that all the attention is on vaccine companies like Novavax and Moderna. It looks like the CEO has a very good presentation with enough money to move forward. I look at Market Cap relative to other similar companies, 138 M, and think it should be at least 500 M so significantly undervalued. The insiders have been buying and that generally correlates with growth in share price. Anyway, to answer your question, this stock is a micro-cap, below $5/share so it's not on anyone's radar, YET. Probably a good entry point.
I think anti-virals and therapeutic control of inflamation are the way to go with regard to C-19. Vaccines are a long shot. HIV has been successfully treated but NEVER a vaccine is a good example. HSP90 has repeatedly been validated as an anti-viral target for many years by the way. I think ALDX is onto something that can dramatically improve the treatment of people that are infected. Might take a look at IMUX, also a non-vaccine approach.
Good Luck!
I thought this board would be busier. ALDX seems good. What am I missing?
Further analysis this week, 30 May 2020:
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
DOUGLAS RICHARD
Director Mar 16 Buy 2.75 40,000 110,000 125,000 Mar 17 04:38 PM
Brady Todd C
President and CEO Dec 16 Buy 5.10 20,000 101,908 652,216 Dec 18 07:35 AM
Brady Todd C
President and CEO Sep 30 Buy 5.68 8,710 49,483 632,216 Oct 02 07:36 AM
Brady Todd C
President and CEO Sep 23 Buy 5.81 8,680 50,433 623,506 Sep 25 07:40 AM
Brady Todd C
President and CEO Sep 18 Buy 5.91 14,288 84,465 614,826 Sep 20 07:37 AM
Bronstein Ben
Director Sep 17 Buy 5.85 1,700 9,945 18,644 Sep 19 04:23 PM
Brady Todd C
President and CEO Sep 16 Buy 6.03 3,000 18,090 591,991 Sep 17 07:35 AM
DOUGLAS RICHARD
Director Sep 13 Buy 6.00 5,000 30,000 85,000 Sep 17 07:36 AM
Brady Todd C
President and CEO Sep 13 Buy 5.79 10,000 57,900 588,991 Sep 17 07:35 AM
DOUGLAS RICHARD
Director Sep 12 Buy 6.03 10,000 60,276 80,000 Sep 13 07:54 AM
JOYCE MARTIN JOSEPH
Director Sep 12 Buy 5.86 1,700 9,964 19,644 Sep 16 04:15 PM
DOUGLAS RICHARD
Director Sep 11 Buy 5.75 10,000 57,529 70,000 Sep 13 07:54 AM
DOUGLAS RICHARD
Director Sep 10 Buy 5.09 10,000 50,857 60,000 Sep 11 04:05 PM
Brady Todd C
President and CEO Sep 10 Buy 5.39 10,000 53,937 578,991 Sep 11 04:05 PM
DOUGLAS RICHARD
Director Sep 09 Buy 4.91 10,000 49,106 50,000 Sep 11 04:05 PM
Brady Todd C
President and CEO Sep 09 Buy 4.89 10,000 48,887 568,991 Sep 11 04:05 PM
Clark David J
Chief Medical Officer Sep 06 Buy 5.06 5,000 25,311 17,878 Sep 10 05:01 PM
Reed Joshua
Chief Financial Officer Sep 05 Buy 4.71 3,200 15,072 35,774 Sep 09 04:38 PM
McMullin David
Chief Commerical Officer Sep 05 Buy 4.68 4,329 20,260 6,148 Sep 09 04:37 PM
Shs Outstand 29.21M
Shs Float 25.52M
Market Cap 145.53M
Stock price $10 Market Cap 10 x 29.21 = 292.1 M
Stock price $20 Market Cap 20 x 29.21 = 584.2 M
Stock price $40 Market Cap 40 x 29.21 = 1,168.4 M
The close of $4.92 now has the support based on the 200 DMA of $4.75 and 40 week MA of $4.79. Volume is worth noting as well as the LACK of SHORT INTEREST at 1.9%
Looking at Market Cap, SRNE has 1 billion MC for example. INO and NVAX are 2-3 B. I think ALDX is significantly undervalued even at $20 based on Market Cap.
Data from:
https://finviz.com/quote.ashx?t=aldx&ty=c&ta=1&p=d
https://stockcharts.com/freecharts/gallery.html?aldx
The Finviz page has a nice stock screener. Last week I ran a search for micro caps with insider buying >0. I sorted it by industry and that's how I came across ALDX which I immediated started buying around $4.32. The presentation was impressive and I have been researching HSP90 on PubMed this weekend. It is a highly documented anti-viral target.
https://finviz.com/quote.ashx?t=aldx&ty=c&ta=1&p=d
The list of insider trading is at the very bottom of the page. Lots of accumulation and most bought above $5.
https://pubmed.ncbi.nlm.nih.gov/28780632/?from_single_result=HSP90%3A+a+promising+broad-spectrum+antiviral+drug+target&expanded_search_query=HSP90%3A+a+promising+broad-spectrum+antiviral+drug+target
There are several related articles. Search "HSP90"
I'll be surprised if GILD doesn't corner this market with an acquition but who knows.
* * $ALDX Video Chart 05-15-2020 * *
Link to Video - click here to watch the technical chart video
* * $ALDX Video Chart 04-14-2020 * *
Link to Video - click here to watch the technical chart video
News - Aldeyra Therapeutics Receives Fast Track Designation for ADX-2191 for the Prevention of Proliferative Vitreoretinopathy
Date : 09/24/2019 @ 8:00AM
Source : Business Wire
Stock : Aldeyra Therapeutics Inc (ALDX)
Quote : 5.93 0.0 (0.00%) @ 8:00AM
Aldeyra Therapeutics Receives Fast Track Designation for ADX-2191 for the Prevention of Proliferative Vitreoretinopathy
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Aldeyra Therapeutics, Inc. (Nasdaq: ALDX) (Aldeyra) today announced that the U.S. Food and Drug Administration (FDA) has granted fast track designation to ADX-2191 for the prevention of proliferative vitreoretinopathy (PVR). PVR is a serious, sight-threatening condition with no approved treatment.
“Fast track designation is an important milestone for our retinal disease platform, and promising news for PVR patients,” said Todd C. Brady, M.D., Ph.D., President and Chief Executive Officer of Aldeyra. “The FDA’s decision underscores the potential of ADX-2191 to prevent this devastating condition and creates the framework for ADX-2191 to reach the market promptly if approved.”
PVR, a rare inflammatory disorder of the retina that leads to severe retinal scarring and blindness, occurs most commonly following retinal detachment repair surgery or ocular injury. More than 50% of PVR cases result in severe uncorrectable vision loss, and 76% of PVR patients suffer from at least moderate uncorrectable vision loss.
Aldeyra expects to initiate its adaptive Phase 3 GUARD Trial of ADX-2191 for the prevention of PVR in the fourth quarter of 2019. The trial will compare recurrence rates of PVR-related retinal detachment across patients treated with ADX-2191 or standard of care following surgical repair of retinal detachment.
The fast track designation is designed to facilitate the development and expedite the review of drugs that treat serious conditions, potentially accelerating patient access to new therapies.
“Fast track designation enables us to engage in more frequent communications with the FDA to discuss our development plan for ADX-2191, and provides eligibility for Priority Review and rolling New Drug Application submission,” said David J. Clark, M.D., Chief Medical Officer of Aldeyra. “We look forward to working with the FDA as we advance ADX-2191 into Phase 3 development.”
About ADX-2191
ADX-2191, an intravitreal formulation of methotrexate, has been granted orphan drug designation for the prevention of proliferative vitreoretinopathy (PVR). The observed clinical activity of ADX-2191 in patients with PVR is believed to be the result of down-regulation of aberrant retinal cell proliferation and activity, thereby leading to reduced retinal scarring that is characteristic of PVR. Aldeyra retains an exclusive license to certain patents related to the use of ADX-2191 for the prevention of PVR.
About Aldeyra Therapeutics
Aldeyra Therapeutics is a biotechnology company devoted to developing and commercializing next-generation medicines to improve the lives of patients with immune-mediated diseases. Aldeyra's lead investigational drug product candidates are first-in-class potential treatments in development for dry eye disease, allergic conjunctivitis, proliferative vitreoretinopathy, and Sj?gren-Larsson Syndrome. The company is also developing other product candidates for retinal and systemic inflammatory diseases.
We had first clear indication that aldehyde trapping is a viable therapeutic approach. Longer term I think we potentially have dividend earning winner.
* * $ALDX Video Chart 03-26-2019 * *
Link to Video - click here to watch the technical chart video
Any views on the P3 ALLEVIATE readout in allergic conjunctivitis this quarter - market sceptical or MM gaming the stock down before readout?
Institutional interest going up..
https://fintel.io/so/us/aldx
I've seen multiple CT orders on another stock I'm holding and never figured out what they were about..
Any comments on share structure and dilution history?
Since this is a CVI holdings stock that could be significant info.
Readouts expected in Q1 2019 and could be soon.
Well, this held up reasonably well in light of the market wide tax loss dump.
Any guesses what is behind the SEC CT order: http://ir.aldeyra.com/sec-filings/sec-filing/ct-order/9999999997-18-008382
Are we looking at a buyout?
Not possible to get it right every time. Nevertheless, $ALDX will likely appreciate much more in time.
Sold near the spike yesterday as suspected an offering on the heals of (somewhat) encouraging trial results.
Hadn’t expected to be right so soon.
Will likely buy in again later in the year hoping for a good P3 result.
No posts on this here so thought I would say hey
I suspect swings and roundabouts until perhaps a solid readout in SLS.
Chart looks like they are getting institutional support now, since 9/20/17 buy. Insty ownership at 50%.
I exited with some good profit a while back thinking to re-enter before readout. I think promising pipeline, mostly P1 and P2s and potentially an other secondary around readout time.
Any current thoughts on this one?
3.45M priced at $7.25
Dumped at 11.20 when I saw it didn't hold I'll be watching for re-entry great gains this week very nice play!!!!!
I dumped at 11.30 i think shes overbought here and correction is coming
Wow...I love this stock.....
11.55
So Seventh it was all dandy then, let's hope the other stock beginning with 'A' that we follow eventually goes the same way.
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