Portola Phramaceuticals (PTLA)

[QUANTUM314]

q(O.O)p !!!!

[jamdoc]

The stock is ready to pop

[jamdoc]

Is there anyone out there that actually believes that this product won't get FDA approval in 2017?

[cphillips82]

From your DD when do you think it will be approved?

[jamdoc]

This is the stock of the year... It was a blessing as a stock buyer when the CRL was issued...time to go shopping at near 18/share. thank you very much FDA... Nobody else has NEJM published data or another Xa reversal agent in the works so since the need is so hi the FDA will approve... I suspect someone is interesed in buying PTLA and now is primetime since round 1 is over.
Time to stock up on PTLA... I would say the odds on this one beats BJ in Vego.
I am buying as much as I can...
Its not whether its when...
Never been so sure...

[jones99]

Management better not mess up here - their reputation is on the line now with that unexpected CRL everyone was not hoping for. Eyes on

[DewDiligence]

PTLA receives CRL for AndexXA: #msg-124608836.

[Jumpinjackas]

It's not clear about the delay. Will buy some short puts today on any pop

[Jumpinjackas]

Ah ha

[jones99]

$PTLA Someone at the company knew something and sold off after 2pm - wouldn't surprise me if SEC nabs them for insider trading in a year. Based on my experience, a heavily touted drug as the one everyone was seeking being delayed could lead to a 40% cut today

[Blacnight23]

i bought a call, seems optimistic, but who knows with the fad

[Blacnight23]

I bought a call on this, so I am optimistic, but who really knows what the FDA will decide.

[K The New Investor]

Only jumped 8 cents a couple days before decision day - maybe because there is not much controversy...will see what happens today...the stock will be halted tmrw, won't it - until decision is made...didn't end up buying any shares, but interesting to watch. Good Luck to All!

[pistol1p]

From what I am hearing, Andexanet alfa will be approved next week.

Just a matter of how much of a bounce we see.

52 week Range: $18.20 to $57.96.

[pphm_mike]

Yep, I'm here :)

PTLA is almost 5% of my portfolio with the nice run today. I'm really feeling good about increasing my position today. I like TGTX better, but this one is top ten in my book.

[K The New Investor]

Well - they must have bought quite a few shares. Good points....thinking of getting in on this stock - just came a cross it today....anyone out there?

[pphm_mike]

I love the play on PTLA here!

https://biotechinvesting.info/2016/08/04/bought-ptla/

[BioMania]

BETTER OFF WITH YOUR CYDY

[Prana1]

Fast track for bextriban!!!

[nyctraydr]

Biotech Movers and Shakers: Portola Pharmaceuticals and United Therapeutics Corporation

http://marketexclusive.com/biotech-movers-and-shakers-portola-pharmaceuticals-inc-nasdaqptla-and-united-therapeutics-corporation

[Titan V]

You sir have one more follower! Enjoy the weekend!

[Titan V]

Thanks again!!! Very glad I asked you!

[Andco]

You nailed this. Nicely done. Did you short via puts? I sold long ago but I have always kept an eye on PTLA. Thanks for the "DD" over the years DD.

[DewDiligence]

Good decision (eom).

[DewDiligence]

Betrixaban fails APEX study: #msg-121427861.

[Titan V]

Thank you, much appreciated. I might hold off on buying a this time.

[DewDiligence]

Please see #msg-110608087 and #msg-105048954. Regards, Dew

[Titan V]

Might be wiser to buy call options you think if I have to bet?

What are your thoughts on why end points might not be met?

[DewDiligence]

I don’t think the Betrixaban APEX study will hit its primary endpoint.

[Titan V]

Gotcha.

I'm thinking of going long with a small number of shares. Lots of institutional ownership and a MC already north of a billion makes me feel good about this stock. So far I've only played microcaps with small tute ownership and small trials. Feel better about making a bet on this one.

[Prana1]

Planning to play it both ways.

[Titan V]

Thanks. How do you feel about the upcoming data early next month?

[Prana1]

Fda decision is in August.

[Titan V]

Correction: Just P3 data, not FDA decision

[Titan V]

Anybody home? New to the stock. Seems like FDA decision on pivotal P3 trial is expected in April. How do people think about the chances of success with the FDA?

[Prana1]

Dew. Same pattern today. I think someone put a April 40-60 bull call spread of about 500 options.
Any luck looking into it ?

[Prana1]

Last year on the 30 th of August. Some one got about 1 k of sept 50 calls and then in the next week or so make about 400-600k.
Something similar happening in the last few weeks lots of calls being traded and this time their conf call is Friday am instead of pm....

[DewDiligence]

I haven't paid any attention to option volumes. What are you trying to say?

[Prana1]

Dew. I have something for you to think about.
Have u see the call options volume recently in ptla?

[DewDiligence]

PDUFA date for Andexanet Alfa is 8/17/16: #msg-120596413.

[DewDiligence]

PTLA-BMY/PFE ink Andexanet Alfa commercialization deal for Japanese market:

#msg-120219801

[DewDiligence]

PTLA completes BLA submission for Andexanet Alfa: #msg-119267088.

[DewDiligence]

PTLA raises ~$162M at $48.00/sh: #msg-118931731.

[DewDiligence]

PTLA selling 2.99M* shares at unspecified price: #msg-118918347.

[DewDiligence]

As you probably know, Pradaxa is not a Factor Xa inhibitor, so it can't be reversed by Annexa A. However, the availability of a Pradaxa-reversal agent from B-I is a small matter for PTLA in the overall scheme of things.

[Prana1]

European Ad Comm backs Boehringer Ingelheim's anticoagulant reversal agent
http://www.seekingalpha.com/news/2797866

[DewDiligence]

PTLA reports final phase-3 data on Annexa-A* in Xarelto reversal:

#msg-116997511

[Prana1]

Looking good I guess. No raise

[DewDiligence]

PTLA upsized the phase-3 trial of Betrixaban from 6850 to 7500 patients to maintain the desired statistical power. (Source: 2Q15 CC.)

[ridinbulls]

Thanks Dew!