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John Mackey feels energized?? Like never before?? I've criticized his lack of for last few years. Runs his mouth into trouble. The management is old! Tired I say! Whats the answer WFM?
Wholefoods still in a rut. Philly stores with sushi burritos won't save you john. They can be copied by everyone else. Back to the call
I don't know what is going on here, I really like this company but I sold after those gains. unreal. good luck all
Unusual volume started this afternoon here in ocera.
yes last nights sales were panic driven for sure. I hope you are right about this CEO switch, comparing it to ariad offers some confounding variables in that Denner was an activist disclosing his intent to change, we don't know what the reason why the board let Rowland go, but hope you are right, I have confidence in the Founder of the company pertaining to advancing voclosporin.
Don't be offended by my post vid. I still have a few thousand shares here and no regrets on the decision to lighten the load going into a binary event.
hahaha. all luck....just based on my feelings holding it since I bought . don't get me wrong I am still bullish on the science and still got skin in the game here. so far the dip we are seeing isn't too bad. maybe the CEO shift will be shrugged off. either way GLTA
Just a side note. I found it odd that the CEO wasn't going to the two conferences that Aurinia PRd recently. Perhaps the departure wasn't as "immediate" as planned. again just I thought when I read who was going to represent the company ahead of a significant update
CEO is out. Founder of company is now CEO again hmmmm. Thoughts?
The AUPH investors don't know what to make of this shift I see
I took a position today and while I love your optimism and would be delighted with a quick rebound over $1.00 even to $2, I find that unlikely to happen so soon. However I love being proven wrong in this case.
ARIAD Announces Submission of Marketing Authorization Application for Brigatinib to the European Medicines Agency
http://investor.ariad.com/phoenix.zhtml?c=118422&p=irol-newsArticle&ID=2243225
GALE- +50% this morning after drug safety updates
http://investors.galenabiopharma.com/investors/press-releases/press-release-details/2017/Galena-Biopharma-Reports-Positive-Outcome-from-the-Data-Safety-Monitoring-Board-on-the-Two-NeuVax-nelipepimut-S-Clinical-Trials-in-Combination-with-Trastuzumab/default.aspx
I have been looking into Ocera, I think there is potential here, the questions are when will they dilute and how big will the dilution be and how will the company stay Nasdaq compliant. perhaps a r/s?
Galena Biopharma Announces the Resignation of its President and Chief Executive Officer and the Evaluation of Strategic Alternatives
http://investors.galenabiopharma.com/investors/press-releases/press-release-details/2017/Galena-Biopharma-Announces-the-Resignation-of-its-President-and-Chief-Executive-Officer-and-the-Evaluation-of-Strategic-Alternatives/default.aspx
interesting to see Trump a bit more diplomatic instead of steamrolling style of other sector meetings,. I think this hints at his FDA pick will be in more favor of the sector and not some Bernie Sanders style revolution. but to be continued
If you ask me this company has stacked its leadership for a buyout earlier as opposed to later. Most of them have previously gone through a successful pharma buyout especially the CEO. Just a thought
Good morning SM. check out the PM response to AUPH's PR. nice
Aurinia Selects Worldwide Clinical Trials as its CRO for Phase 3 Lupus Nephritis Trial.
There currently is no one effective treatment for :Lupus Nephritis that is FDA approved. Data update one its Voclosporin expected early Feb
http://ir.auriniapharma.com/press-releases/detail/69
Aurinia Selects Worldwide Clinical Trials as its CRO for Phase 3 Lupus Nephritis Trial
http://ir.auriniapharma.com/press-releases/detail/69
Vid- What's your finder's fee?
I've been watching MDCO for a awhile & Agree with dew about the notable purchases
I'm expecting Trump to touch on the drug price issue any day now as he tends to cover sectors at a time. Manufacturing and made in USA the focus today and yesterday. When he does it'll be a great entry point back into the sector IMO
Trump Administration Makes Drug and Medical-Device Makers Nervous
http://www.wsj.com/articles/trump-administration-makes-drug-and-medical-device-makers-nervous-1485288454
Nice JP. No position yet for me. Glta
great news IMO.
There's interesting chatter over on stocktwits from someone claiming to have spoken with the AUPH CMO Neil Solomon who claims there have been no new deaths in the studies referring to the 48 week data.
Will be interesting to confirm this chatter as no additional deaths is promising sign along with clear safety and efficacy to follow through
Barry- you may have already read this but I searched yesterday for other info on the 13 deaths and this is all I could find. I agree with you that the ph2 early data looks great but the 13 deaths are concerning me. I have yet to take a position here.
"Analysts at Leerink said that the stock was trading down because there were 13 deaths across the study, with 10 in the low dose arm of the drug. The company said however that these deaths were due to the severe underlying nature of the disease, and not its drug.
“While this does naturally raise questions, it is important to be mindful that these lupus nephritis patients were extremely sick and treated at many sites with differing practice patterns in Asia, some of which we believe were in much less developed places,” Leerink said in a note to clients.
“The company noted that there were no clear underlying patterns among the deaths, and that one patient (who achieved complete remission) for example had baseline proteinurea of 29 grams, which was the highest value they have ever seen in their entire career of treating lupus patients.”
Full article below:
http://www.fiercebiotech.com/biotech/aurinia-pharmaceuticals-lupus-candidate-aces-phii-prepares-for-fda-talks
absolutely. I don't know where that word came from haha good catch vid
It's a great deal considering takeda started at 20 then 22 then 24
Arrays pipeline is rather busy. I don't know if that a good thing or a bad thing yet. But impressive to say the least. Lots of partnerships and it seems most of the wholly owned projects are molecules that would enter fields getting crowded with competitors...some may call these candidates "me-too". I hate that term to be honest as it suggests "me too" molecules don't deliver shareholder value. Well, ask Ariad longs about Brigatinib's (a me-too) return. Not too shabby
One of my favorite parts of Array's pipe is the wholly owned ARRY 520 Filanesib, This is for Multiple Melanoma. I like it because it has an associated marker understudy that increases reliability in the data as associated marker would help ID the patients who would most likely respond in favor to the treatment.
IMO ARRY 520 Filanesib appears to have a differentiator among its market competition and that different action sequence is what may make it unique among treatment options. As we know there is no clear treatment for Multiple Melanoma right now---so there is a lot of potential here...
I like Steven's article and agree with most of his piece. the Company is at that moment where its either balls to the wall or back to the minors. If they an show improved safety and efficacy with this soon to be released Mature Aura data and starting a strong Aurora phase then it will be very bullish for shareholder value.
Speaking of the management reference- the CEO Charles Rowland has plenty of experience with successful mergers and buyouts in Pharma. Perhaps this is one reason why the board tapped him for the position. If I'm correct he was on the Idenix board when it was bought by Merck. that was a very nice transaction. He also was CFO of viropharma which Shire acquired.
Looks like everything is down in the sector today, I'm concerned that we are going to see another Trump admin Biotech comment...pricing, that something needs fixed etc... He seems to be covering sectors at a time with manufacturing on the map today. Just a thought about something that may cause a dip...though I'm getting pretty bullish on this company in general.
We can look at Voclosporin as a tweaked Cyclosporin and so far the data for Aurinia's candidate suggest that it could be a better drug for LN patients who don't respond current treatment protocols. Potentially replacing cyclosporin in the current treatment protocol by delivering safer and more efficacious results would be huge for the stock price IMO. If the mature ph2 data going into phase 3 continue to show safety and efficacy this could easily hit 100% from its current share price. But I feel the data really has to impress- here's why
The problem with this scenario is the current treatment protocol may reduce the volume of patient who would end up taking cyclosporin and potentially Voclosporin pending the drug makes it to approval. From my research the current treatment protocol for LN involves steroids, mycophenylate and/or cyclophosphamide. Some patients will go into remission and will maintain with treatments of mycophenolate or for pregnant patients azathioprine. If the maintenance fails then cyclosporin is the next step. This is where voclosporin could shine. But the data must continue to support that Voclosporin is safe and effective compared to the current player IMO. If the data suggests Voclosporin is gonna be second place then there is nothing major here.
The earlier Phase 2 data has pointed to the potential of Voclosporin to position for first line treatment further down the road. If the data is strong then we have another buyout candidate on our hands IMO. Simply because there is no definitive direct treatment protocol for LN at the moment. That is why I am growing even more bullish on this company because the sky is the limit if we are seeing Voclosporin evolving into a more efficacious LN drug.
I would say that Aurinia is at a critical step because having a drug that displays faster remissions won't necessarily change LN treatment protocols overnight however could end up replacing cyclosporin in the lineup. and that will return shareholder value in a company that IMO has fairly low float
There have been 13 deaths during this study but the no one has been able to prove that the deaths were due to the drug or simply the advancement of LN in each patient. With that said I think this is a concern among the investment community and another reason why mature data needs to shine.
Why are we still talking ARIAD- Sold for 24 clams, done, over, later, see ya. ON ARRAY'S BOARD!! Congrats we did it! Our DD paid off. Move on folks! Just sayin...I'll miss our Ariad days but am excited about future deals and opportunities!
this is awesome stuff. talks of a deal as early as 2015...rejecting a $20 bid...preventing a major news leak. good stuff. thanks for posting this. Denner is a deal machine
thats what I've been thinking. Ive been tempted to buy shares but want to wait a bit more due to the major changes ahead with inauguration. ARRY has been on a tear lately tho so who knows if she will relax a bit to a nicer entry point! Either way its nice to be in a good cash position Nice to see a bunch of familiar folks on this board. I joined the Aurinia board as well, Maybe I'll see you all over there too
Vid- I'm sure he made a profit, if you read some of 2da's early posts on Ihub, like the ones from 2010 when he migrated away from the yahoo board, he was a completely different poster and wrote with a lighter tone. hopeful and optimistic. hopefully he will return to that perspective!