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Thanks for the synopsis. EGRX is a great LT stock to own going into 2016.
Another one promising based on mouse model albeit very early is Solithromycin from Cempra.
http://investor.cempra.com/releasedetail.cfm?releaseid=845655
Per SEC filings, other bidders insisted on not signing with Regulatory Exception.
Anyway AZN has taken a bit of risk especially with ZS-9 labeling.
BTW exchanging Potassium (binding) for Calcium in Colon (Veltassa) is better than dumping more Sodium which ZS-9 does but I am no doc
You reasoning for poor market share for Veltassa is incorrect.
BOAML recently did a survey of physicians to comp Velt vs ZS-9.
Majority said they would prescribe either one with 67% indicating edema with ZS-9 is a notable concern.
The upcoming DDI study for Velt will take care of labeling issue.
You also forgot to mention Hypertension reduction benefit seen with Veltassa.
With increased edema and progressively worse drop-out rates (possibly due to edema and other AE that co did not fully disclose), ZS-9 market size for Acute hyperkalemia is far from certain.
I remember well those euphoric days when IMUC was hyped to become a double digit stock from -$3-$4 range.
Dr Singh ex-CEO was biggest pumper who could have done that in thin air if it booted out for working too hard as his job lol
You mean monkeys ? Donkeys are lot more predictable
Bearish ? Lol You must be short of course.
Dew, as one of your long time followers, thank you for sharing & commenting on the presentation.
I have taken a modest position today but if I may ask, would you or plan to add based on this presentation ? T.I.A
I thought P3 bridge study results were originally planned to be released 1Q'16 ? 12 months seem stretched for some reason ?
We have to give it to OTCDoc for all the fun we r having on his back. Rumor has it he is hiding in his basement, pun not intended lol
ZS-9 52 week safety results that was presented today does not look all that great. Pts drop out rates are significant.
Also Edema is around 7.7% - higher than what analysts expected.
All in all, ZS-9 will have issue getting good label with FDA notwithstanding cloud over acute use of their CKD drug.
Where is that basement/ceiling idiot ? Lol
Looking at BOP indicator, accumulation is going on. These prices are not going to last for ever
Agree. Sublingual delivery of PD on/off drug is huge relief to so many PD pts.
I attended their Biocentury presentation earlier this year.
Cynapsus CEO was pretty excited when he mentioned about # of strips in a day a typical pt would use & prescriptions will be that many times as multiples which means $$$$ to co's bottom line.
This company will be acquired around $40 to $50 range probably even before approval.
lol
Folks who have no idea what Soli is all about shouldn't be commenting on stock moves.
CEMP will be back to its previous highs before you know it.
Lol shakalaka baby
I listened to Q CC call yesterday on Cempra.
CEO was very emphatic on no liver toxicity they clinically observed and that ALT actually declined from Day 4 thru 7 & was reversed by 1st follow up visit.
I don't think she can be any more confident in saying there is no hepatic issues.
I do agree that PR could have been better worded to remove any confusion as declining ALT was not mentioned.
With so many catalysts in '16, I loaded up lot more yesterday. It is now my 50% of port. I do see an early Enanta type opportunity here in AB space.
Thanks. As a CEMP long, today's action is an over reaction IMO.
I am looking for additional data that company said, will share in journals/papers. We still do not know how much liver enzymes were elevated other than relative # of pts between Soli and Moxi
I think Zafgen management will go to jail if insider trading is proven. And a good chance for that IMO
ENTA - with current market turmoil, folks who were late to Enanta might get a second chance.
As I watch too, wonder the thesis of Hold-LT-to-save-CG-Tax makes any sense anymore.
No no..that was my question in jest
BB do have ton of bio-minions who are prepared to swallow their bait aka '13f/g chasers'
Baker Bros paid that promoter ? Lol
They may have bought the IPO offering at $14 per share.
Wasn't IPO placed at $14 ? Not sure when lockup expires.
Not until they price that US $60m IPO. Longer they wait more erosion in PPS.
I agree with your thesis. I had 100k shares at avg of 0.53c before R/S. Luckily I sold 75k at 1.01 the day after when they announced US IPO plans for $60m. Sold remaining 25k (1562 shares) at $15 when the broker lockup was free.
I figured after RS the ps will side if they delay any pricing of the IPO for whatever reason. May be currency has to do with the weakness too, as you said.
Regardless they should strike the iron when hot. They do have good reputed bookies BOAML & Nomura
I will get back my 6250 shares (post split) soon & hopefully lower.
Big slide so far. Presplit price is around 0.85c
$12 is probably two low. $14 to $15 range is what I am expecting. Also the IPO could well be oversubscribed which means higher price. The key factors (low OS, higher price & Nasdaq listing, enough cash) are all in favor post RS.
Clearly a great strategy.
Not necessarily it is bad as new investors need to get in post uplisting but they can't as float had shrunk.
I think it is prudent for the co to get some solid investors in the mix. Remember BOA Merrill Lynch are no slouch and they will attract legit long term investors like Orbimed, Prospective, BB etc
I am more bullish now and will add tomorrow
He must have bought at least some portion in open market but how much I am not sure
Impressive results for Beloranib for sure. Lowering significantly LDL & trig is a nice added benefit.
Management is top notch.
I would agree. Until AUGMENT translates to significant births, it's a coin toss.
Also PPS slide from $50+ to where it is today is a big tell on future prospects. Thanks for your reply
OVAS up nicely in pre-market
http://finance.yahoo.com/news/first-baby-born-ovascience-augment-123000184.html
Did someone on this board not say this company is a scam ?
Didn't PFE/HSP partnered with PFNX ?
I would think big pharma looking over the shoulder should help PFNX.
Agree 100%. I plan to build upto 250k position (already have 100k).
Co is so close to finish line. Needs bit more patient.
This is an undiscovered gem is all I can say. Compare with Civitas buyout by ACOR at sizable premium.
Cynapsus sublingual delivery is much more efficient and their recent results were impressive.
I have been long since the results came out last fall. This has de-risked P3 trial significantly FWIW
All, this is a very good news from The company. No red flags and it confirms their excellent execution.
The CTH105 final data summary continue to be impressive and highly derisks the P3 trial.
See you all at $5+ by year end.
Lol