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Thanks for posting. They just need to find a deal, and things will be looking very good. Especially if you’ve bought at the current price level!
Thanks for posting. Great development here.
Can someone sticky this post?
Hey just one persons opinion, but think we have great value. Look at category number four.
https://www.google.com/amp/s/seekingalpha.com/amp/article/4026867-mohnish-pabrais-5-categories-10minus-100-bagger-stocks
Looking at the NDA process online, they are one of the first listed on Google search. https://www.troutmansanders.com/files/FileControl/ca29ebb1-c6ee-4b95-9323-f88a1a13bc15/7483b893-e478-44a4-8fed-f49aa917d8cf/Presentation/File/New%20Drug%20Application%20Checklist.pdf
They also work on NDAs. Later oking at the application process
Great information! Was wondering if you or anyone else new how long these cases can take before a verdict?
I agree with you to a great extent. The potential clearing of this investigation might be the biggest catalyst we have and could be the biggest driver of share price. More so than an NDA. Hope we get clearance soon.
There will be lots of resistance with upward stock movement bc we have bagholders at seemingly every range for both commons and warrants. Hope management gets it all cleared, or we might be range bound with all the uncertainty. Every single catalyst so far has been met with an initial spike and quick downward movement.
My original thesis was based on a quick ROI from use of the 505(b)(2) pathway for combo drug in great need. Why the heck would a company do a 505(b)(2) drug only to buy a preclinical cancer drug that's five years away from being five years away. To a great degree, I would hope this is still posturing from management to add another asset to their pipeline which they were able to buy low and sell high.
In any case we should get the NDA soon, and I will be eager to see the markets response.
Whether you like it on not- and most don't at the current moment- a bet on kitov is also a huge gamble on their management. They've done a poor job maintaining investor trust and a large dilution will definitely further erode that trust given what happened to TASE investors with the IPO and the NASDAQ dilution last year. Given the recent 20-f, I can't see how they don't partner with dexcel though.
If they get a partner, won't be necessary for kit302 development costs. However, if they can't get a good deal, it's likely and probable.
The biggest problem with hypertension is that it is asymptomatic, and as such a lot of patients stop taking their meds and develop costly side effects once people develop an urgent or emergent episode and far worse in some cases. This med also seeks to increase compliance by linking blood pressure control to the stimuli of pain reduction experienced when taking this medication. Given Waymack's experience as a surgeon, he's probably seen a number of instances where he's had to postpone surgery bc of uncontrolled HTN. I know I've had that encounter quite a bit myself also. Long story short, yes this medication is huge in the setting of both conditions assuming of course that it can get on drug formularies especially Medicare. This isn't a sexy drug but can be very effective.
Thanks! Essentially we got obtained tyrnovo from the NDA savings.
Read note 18 but just wanted to make sure. Are short term deposits on the balance sheet basically cash that generates income for for future use?
In other words we have $14.5 mm cash with $7 mm annual expenditure and $16.1 mm market cap?
Thanks. Sure there will be a lot to talk about on Monday. Lots of value here. Good luck!
Is the 20-f going to talk only up until the end of 2016 or will it cover q1 also?
Looking forward to the 20-f as well. A lot of uncertainties from the investor side. Would like to see how management can explain it from their point of view. Curious to see if they mention anything about the CEO if they're covering q1 also.
Funny how Kitov, more than any other company I've ever followed, directly states this on their homepage about a rapid ROI being one of their missions.
"Kitov Pharmaceuticals (NASDAQ/TASE: KTOV) is an innovative biopharmaceutical company focused on late-stage drug development. Kitov’s pipeline currently features two combination drugs intended to treat osteoarthritis (OA) pain and hypertension (HTN) simultaneously. By lowering development risk and cost through streamlined regulatory approval of novel late-stage therapeutics, Kitov plans to delivers rapid ROI while making a meaningful impact on people’s lives."
A lot of us- myself included have put our faith in Waymack, but I really hope they're considering a sale. At the very least hope they manage to convince investors that they're headed in the right direction.
Even something as modest as a $30 million partnership in the US and a $15 million deal in the EU would mean cash of $55 million or $3.20 cash per share fully diluted. Not taking into account even the value added by the nda, tyrnovo ind, possible renal results with subsequent likelihood of FDA approval, this is a joke of a market cap. I imagine the partnerships will be twice as large at the very least.
Great DD. With each of these steps, the company needs to shows that it's a transparent, well-run group. The company needs to earn the trust of its investors again, and so far, I've appreciated their updates though they're generally all about the NDA delays. Glad they are making the necessary changes.
Just found this as well which I'm assuming is the reason for the 6-k and might also be of interest as I've seen you post on PIOIQ.
http://jewishbusinessnews.com/2013/07/18/kitov-completes-its-merger-into-mainrom/
Whether big or small, all a part of the game. Too many sellers for now in the .40s and not enough buyers in the high thirties to absorb the 10-15k shares that caused the price to drop 10%. A pathetic move for a stock with such great potential. I will be here for a while like many of you.
I saw that also so I sold a few myself. Hope reason prevails and that we have a bounce in the AM.
No liquidity. Down 10% on very low volume at the end of day. Otherwise even.
Also it's about compliance. As an MD, compliance with BP meds is a major issue while antiinflammatory meds produce a feedback mechanism to assure compliance. Additionally $10 per month is a huge deal to Medicare patients on a fixed budget!
Thanks!
Just took a starter position today.
Looks like a great pickup. However, I must admit, I'm new to this kind of investment.
So what they'll have to do is acquire a profitable company which will then use the carryovers as part of the combined entity?
How are they going to acquire a profitable company to use the NOLs with the under $2 million in cash and without a substantial dilution? Or are we expecting the latter?
I still have to do a lot more DD on this play including reading up on the RELY case. This sure looks like it has a lot of long term potential.
Hope this has a similar run, though biotechs have been beaten down compared to ADXS's run in early 2015. For those not into warrants yet, ADXSW had a run from 1.5 to 25 corresponding to the rise in stock price. All about exposure, and we're definitely getting some now, much as the exposure ADXS received with the Adage stock purchase, though to a lesser extent. Quite frankly, KTOV's share structure seems to be much better with an actual successful phase 3. This seems too good to be true. Not taking a chance by trading these scarce shares.
Agree. My jaw absolutely dropped when I saw that quick of a change in value of mmse as well as the other slides. Absolutely unreal in providing these patients hope for what people want most in the elder years- independence. I would love to see the potential of a robust response with long term treatment.
The greater the reward, the more games that are played. Expected a drop in share price at some point but the degree of outright vitriol was unexpected. Have complete faith in our company and Dr. Missling has been a shareholder ally from the start. Hopefully tomorrow is the continuation of our company's long term growth.
Glad it's time for results. Think I've seen some of the most disgusting posts over the boards the past few days on the other sites. Regardless of the data, just want to thank the moderators and participants for keeping it civil and allowing relatively new investors as myself to learn.
Suit is a modern slim fit for which the jacket length is meant to be shorter and the trouser a little more narrow.
It definitely isn't the traditional type of suit but rather a modern European look. It fits his slim build rather well.
I love the brown wingtips with the bold red tie with the blue shaded suit.
A definite power suit. Love it!
Let the games begin.
It has been way too easy so far in terms of the steady price appreciation, and our CEO admittedly has had all the right answers at the right time.
I don't expect it to be this way after this week if we get the results we are hoping for.
Also his calculations only consider Alzheimer patients.
It doesn't consider mild or early cognitive impairment, which in my mind is the key population to treat. The market size is a lot greater than 720,000. The trial that is being run is nothing short of brilliant.
If it in fact alters and slows or stops the disease course, the market size and utility will be far greater.
It will be interesting to see share price this week.
Still think there are way too many traders and people wanting to making a quick buck in this. Other holders may be looking to lock up profits, and some who bought early might sell parts of their position on any run up to de-risk or fund the rest of their AVXL investment. A steady price of 0.50 to 0.55 wouldn't surprise me one bit. Just pure conjecture.
However, what's more important is data. If you're looking at holding this for the long haul, it shouldn't matter too much what the price is on July 21 as long as we're headed in the right direction in making progress toward treatment of Alzheimer disease with hopes to prevent the development of severe symptoms.