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you haven't a clue what your talking about--yea--sell your shares-they'll be plenty of people waiting to buy them
could this offering prevent a "hostile takeover"--will the number of shares I have stay the same (no dilution)-if SESN entertains a "buyout" what would the pps potentially go to here (I see at least 3 potential suitors: Merck (they make BCG too), Roche (their bladder cancer drug has recently been withdrawn) and Astra Zeneca (they are involved using vicinium in a head and neck clinical trial)
several other boards are suggesting Mr.Cannell has made this offering to avoid a "hostile takeover"--what does that mean? that Merck, Roche etc would step in a make a "low ball" offer
Cannell said they had $95 million in the ATM--what does this offering mean? is there going to be a Reverse Split? is the analyst's target ~$8 still relevant
Dr. Balauh has already pointed out that they have $88 million in funds on the books to cover operations until Q42022--stop this "dilution" baloney already-and approval will be later this year--why would a manufacturing glitch take a whole year to settle (COVID or no COVID)
just got severely burned by CRMD--their catheter solution was a "slam dunk" for approval and the FDA now has delayed it for a "manufacturing" issue--SESN's vicinium seems like a "sure thing"--everything--safety, efficacy, manufacturing speed/quantity/cost seems to be completely in order--YET I don't trust the FDA at all when it comes to approving something
and what is the likelihood the company has the funds to get to approval now without another crummy dilution?? I'm staying on the "sidelines" about buying more shares--if I buy 1000 SHARES I bought 1000 shares--PERIOD--I'm not going to bother with 100 or 50 shares after another dilution
what about the potential pps if a buyout occurs?
I think there are two potential "suitors"-Merck makes keytruda which is being used in non-muscular invasive bladder cancer-once vicinium is approved the use of keytruda for this application will decrease and Merck will likely need to try and make up for this loss of revenue-the other potential suitor could be Astra Zeneca-they are using vicinium with a checkpoint inhibitor in a head and neck trial (the results to date have been "promising")---vicinium may also have a role in other applications-including as a radiologic agent to determine if tumor margins are clear after surgery
SESN has more than enough to get to approval and commercialization--the ATM in January was $55 million--and there will be more money coming from partnerships (likely Europe this time)--no AdCOM, PDUFA now August 18--this will get approval--the only question is whether either Merck or Astra Zeneca will buyout SESN or in the least form a strategic partnership--Merck markets Keytruda and Vicinium will be preferred for NMIBC over Keytruda due to its far less side effect profile so I suspect it will be Merck making an offer (or even better a "bidding war" after approval)
what is the likelihood that SESN will have to dilute--I recall that the CEO completely shelved the idea at the last shareholders meeting when it was voted down
I got into AXSM late--but at least I have a small position. Is there anything even close to AXSM that looks good in 2020? I'm following ALBO which is developing a drug for biliary obstruction---there is write up December 19 that is suggesting this will go to $69 next year
There is such a shortage of BCG (up to now the primary treatment for NMIBC) that the FDA has been pressuring Merck to keep making it (as it isn't a big money maker for the company)--there are hospitals in upstate NY state (i.e. Roswell Park, Buffalo, NY) that are importing BCG from Europe. There really hasn't been anything new to treat bladder cancer in 20 years--you can be sure the FDA is going to do everything they can to help SESN get vicinium over "the goal line"
SESN has more than enough funds to get through formal FDA approval of vicinium and then getting it to market--I'm sick of hearing this "dilution" baloney
does Cannel really think he is going to be able to market vicinium on his own? was that the purpose of the SO that has sent the pps into the dumpster? how long is the pps going to languish closer and closer to "penny stock" territory? unless this starts to reverse itself I'm really worried about a RS (and since no institutional investment will happen until the pps is substantially higher, a RS is looking like a real possibility)
what have you transferred to? also thinking of taking some out and putting it into something else until we get closer to further milestone announcements
What stocks are near "Phase 3" results??
what do you mean "continue to produce positive results..."
the trial was stopped due to overwhelming efficacy and safety (>96% on both counts)--there is no trial going on now
time to buy?
when will there be a clear indication that A-273 has all the potential believed it does have? (Rett's, Parkinson's, dementia)--I know the trials in Australia for dementia have been so successful that the families of the patients in the trial have pleaded that their family members on A-273 be allowed to continue to use it. Would like to get in at a lower price (?<$2.5 or so--will it drift down again before any announcement on efficacy?
so when do we start to see an "exponential" rise in the pps? it would seem that SHMP would be a very attractive take over target for something like Whole Foods (Amazon)--why don't they buy it now with this company essentially "under the radar"?
very interesting recent article: Shrimp containing antibiotic-resistant bacteria found in Canadian grocery stores
(most of these shrimps came from South East Asia--Vietnam, China etc)--If SHMP can prove they can scale up their technique in a sustainable productive way and franchise this out---the "sky will be the limit" here
now you have 2000 shares (as of March 26)--I HATE reverse splits-let the pps rise on its own merits not on some stupid split--these RS for the most part don't succeed and lose shareholder value
CEO Khoso Baluch used to work for Eli Lilly before he went on to CorMedix to focus on the ultimate commercialization of Neutrolin--I'm sure he has many "contacts" at Eli Lilly who would love to form either a strategic partnership or "buyout" the company all together. The potential versatility of Neutrolin (nephrology, oncology, surgery (sutures etc) would make this a huge money maker for whoever works with them--I bet there is already an agreement contingent on the result of the upcoming FDA meeting
When is Frank Reynolds finally going to go to trial already? his co-conspirator (Stromland) has already pleaded guilty to securities fraud and awaits formal sentencing--you can bet he cut some kind of a plea deal by agreeing to testify against "good o'le Frankie. Reynolds has assets--homes in Massachusetts and Florida so I hope some of us get a small amount of our investment back--I'm more upset with Robert Langer in all of this--I didn't trust Reynolds but I believed in Langer's science and since he helped Frankie in this venture (including praising Frankie in most of the companies promotional videos) I thought it was legitimate-now it turns out that Langer is essentially distancing himself from this whole thing
what do you mean "the safety standard wasn't reached"??? the 3 deaths during the course of INSPIRE had absolutely NOTHING to do with the scaffold/implantation--any acute spinal cord injured patient has a multitude of other injuries at the time of their accident and these 3 cases were no different-I know at least one of these deaths was due to a massive pulmonary embolism-again a common event that happens even with anticoagulation?? this company/scaffold hasn't advanced ("treading water" is more like it)-is because of gross mismanagement-especially Perrin who thankfully is long gone
$30???????????? after AbieVie paid ~$260 for Pharamacyclic's drug (that doesn't have anywhere near the potential of imeteleset)??? Me don't think so!!!
$35 in a buyout is a complete "ripoff" to long term investors--if-Imetelstat has the potential it appears to have this offer is "peanuts" to what it should be-if shareholders are presented with $35 pps in a buyout there should be a major "revolt"
Doesn't seem to be much activity on this board--
but looks like something is "brewing here" with ANIK---sudden increase in pps tells me that they may be being bought out by someone--ANIK is an incredibly attractive target for a "bigger" player---+++profits/many new products for arthritis/joint replacement---will see what happens this week
Artificially inflated stock price
how can this OTC stock go from $3 to almost $30 in 3 days with no product/news and low volume??? is this market manipulation?
the company won't have to "wait 2 years"--don't think for a second that a bigger player (Stryker, J & J etc) isn't watching what the potential of this little company has--to have a product that will help acutely injured spinal cord patients where there is nothing currently available-I bought into this company because of Dr. Robert Langer (someone who has more patents other than Thomas Edison)who is likely going to win the Nobel Prize this year
Toronto Western Hospital (a part of the University of Toronto medical school/Health Sciences Centre) is one of the world's best neurologic trauma centres for spinal cord injury-I trained at the "Western" and the population of the GTA (Greater Toronto Area) is > 6 million making it the 4th largest city in North America. In Vivo couldn't have a better centre for the INSPIRE trial
what is the chance you(KarinCA) can interview Leo (as you have done in the past) about his take on the results--what the chances are for a partnership? does he think the company has enough funds to keep three potential drugs moving forward into Phase 3 trials
If the results are good/great they will be released quickly-if not Leo will try to counter the bad news with some kind of positive such as the start of the phase 3 trials with Brucilidin-and knowing Leo's past history I'm betting its the latter
Thanks--I've read your interviews with Leo and invested slowly since that time (it has been a long wait to get to this point)-the earlier mouse studies did use human xenografts implanted in mice without immune systems--the results (showing no real visible psoriasis lesions) were quite remarkable (as was the results compaing prurisol vs methotrexate)---since this was in fact human tissue with a mouse blood supply I do believe we will see a good result--have xenograft drug trials failed miserably before??---this clinical design seems to be as close to using a human subject (like the trial to be reported this week) as you can get. The only thing I do worry about is that the company seems to be treating Prurisol as an "afterthought"--almost all press releases have focused on Brucilidin and Kevetrin--Leo in fact seems to be fixated on Kevitrin
if the Pruisol results are stellar what is the likelihood of a buyout by a bigger player (or in the least a partnership)--With the promising pipeline CTIX has I can't believe it wouldn't be an attractive target
would like to see the trial move along faster---the only new patient results expected are Patient #7--(#8 passed away from severe injuries incurred in a car accident in Arizona)--would also like to hear about some news regarding the movement toward the scaffold + neural stem cell trial (?partnership/design of trial etc)
when can we expect results?? Trimesta was a disappointment--do hope the SYN-004 (C Diff treatment) is going to be a success.
Could J&J simply get fed up with all the legal posturing and simply buy out DECN--that way the cost of the takeover could be more than made up in the profits from the sales of the glucose strips and also no more competition??
Stockholm meeting
just heard Dr. Langer's keynote address was extremely well received at the stem cell conference-just wonder if any large institutiona/investment groups were in attendance and will start to accumulate NVIV?
Neither of the first two patients (Jordan/Jesi)were "cherry picked" for entry into this "safety" trial--although both were young that is about the only similarity--Jesi's injuries alone were catastrophic--she had a punctured lung and required several days in an ICU setting to be stabilized--there was a delay in ultimately inserting the scaffold--the fact that she has done as well as she has (the latest video shows she is able to move her legs) is remarkable---there could be an argument that both of these patients were highly motivated to participate in their recovery but that alone doesn't explain their improvement---to silence the skeptics I hope patient #3, #4, #5 are from an older cohort (although again these patients are not "picked" but will arrive following their accident and if they fit the criteria outlined by the FDA guidelines they will be offered a chance to participate in this trial)