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Thanks for sharing the presentation. Cempra will be a great stock to own in 2015 and beyond.
Kudos to its excellent CEO and the management. Even the recent option grant just before secondary speaks of their integrity.
You can add 'herd mentality' anti-contrarian (?). Never bet against the crowd.
The big returns we have seen last few years in biotech have been largely due to 'crowd sourcing' of sentiments. Both ways the herd runs extreme but the trick is one need to be in the front and not chase.
Now PFNX is essentially a Pfizer partner now
Dew, Honestly very bad timing of your post!
$PFNX and $HSP Announce Collaboration To Develop And Commercialize Proposed LUCENTIS Biosimilar
— Bio Stocks™ (@BioStocks) February 10, 2015
Thanks.
Bought some PFNX (Pfenex Pharma) that are in the biosimilar area as well. Their presentation today in BioCEO15 was notable.
Valuation considering their platform and product pipeline seems cheap (~$135m MC)
CHRS up nicely by more than 50% since it was mentioned by Dew on this board as a potential biosimilar play. Wish I had bought some.
Thanks for posting the article section on HCV. My question was meant to original poster asking if there was any thing regarding HCV. Guess my question was not clear in that context.
Interesting no mention of HCV revenue in that Barron's article about Abbvie ?
Civitas was a private company but were planning to do an IPO just before buyout. So no pre or post price. Paying half billion for a company that has not even completed P3 tells me ACOR saw a huge market potential.
Cynapsus sublingual strip is lot safer and the data they published is very impressive.
I hope they plan to uplist to NASDAQ from OTCBB which will be another boost.
I am not entirely dismissing either. However at minimum valuation of Cynapsus should match with Civitas buyout premium ($525 million). With around 80 million shares outstanding for Cynapsus (not including warrants), it should trade well north of $5 upon Phase 3 initiation.
Unless of course there is a buyout before then
I won't chew too much on that. Sublingual is always preferred over any inhaler. Just ask Mankind ! Took them years to get Alferza to market.
Also I am still not clear how asthma PD patients can effectively use inhaler once approved vs Cynapsus' tounge strip. The strip is as easy as putting in a Listerene mouth refresher !
Absolutely ! I too have large position and NPV today is $2.75 even without start of P3 ! So a start of P3 and even better under SPA agreement with FDA will add lot more fuel to fire.
Also the odds of buyout this year will
Increase. Civitas was bought out by ACOR at substantial premium when they did not even complete P3.
Thanks for positing this very good news. Absence of Riba is a big game changer.
Adding more Enanta tomorrow
Glad I loaded up Enanta at these levels. Grab them when you still can
With even 25% market share for ABBV, Enanta was a good buy in low 50's. It is a screaming buy where it is now.
With today's news I have added ENTA more FWIW
Thanks for clarifying (EOM)
Great news ! Looks like they have the gorilla under their belt With aging populations, market is potentially huge, no ? T.I.A
PBM EnvisionRx chooses $GILD hep C drugs for its formulary
http://t.co/YCa2XAIVvh
Though 1st patient, looks like this thing is for real. Hope additional patients benefit in due course. Great breakthrough if it works for many more.
Such pts likely require higher dose as ascertained per recently completed study. No biggie
I think CYNAF will be a big hit this year. MOA similar to Listerene strip is much much better than an inhaler that Civitas used.
cynaf CEO believes his company is worth 1 Billion Dollars !
read: http://t.co/n8o3diKbUq
ENTA - time for the analysts to raise the price target
The Tx for co-infection raises a question at least for me.
PBMs such as CVS when they sign exclusive deal with Gilead for Harvoni that's contra indicated for co-infection, how are they going to prescribe Viekira Pak from ABBV/ENTA ? Or did I misunderstood the CVS/GIlead deal. Thanks as always
Don’t look for pricey hep C drugs to come down. $GILD $ABBV
http://t.co/yTFyBHOenY
Do any of those idiots ready scientific journals ? Lol
Roche continues tiptoe back into antibiotics. Licensing Meiji/Fedora's OP0595 for up to $750M
http://t.co/xo9FIkMq5p
Good for CEMP, TTPH and AKAO
dew, I'd I may ask I haven't seen any note from you indicating that you might consider GT (JUNO, Kite, Blue etc) stocks. I know they have run up crazy just with pre-clinical data but is there any one that stands out among the crowd in your view ? T.I.A
Jason Napodano @ Zacks has good coverage of CYNAF and is quite bullish on its prospects.
http://seekingalpha.com/article/2797975-15-biotech-names-for-2015
Thank you ! Very helpful indeed
Would you recommend FBIOX now ? 2015 seem to be another good year for biotechs. Thanks
CYNAF (Cynapsus Pharma, a Canadian co) is IMO, a better value in treatment of Parkinson's on/off episodes. Their MOA is sublingual vs inhaling that Civitas (private co) has which recently acquired by ACOR at substantial premium.
Cynapsus recently published impressive trial results that clearly showed safety and efficacy. They have scheduled meetings with FDA next month for discussions on P3 trial design
Disclaimer: Long on CYNAF
Dew, any big expectations for Enanta's NASH program ?
Seems big albeit pre-clinical as otherwise they will not present in JPM forum if not significant. T.I.A
Dew,
Did you buy CHRS today ? I understand you were considering it.
It's gone up sharply today
Morgan Stanley and Cowen are underwriters - good offering and measly < 5 mill shares @ current prices. Added more yesterday.
Just saying but may not. Either way I plan to add more and not selling my position
There will be sell on the news though.
Dew, To chime in, agree. It is likely that ABBV/ENTA has set 'low' high bar with Harvoni being 'high' high bar. If one considers the so-called pill convenience being offset by discount, these two would be top 2 players for years to come.
If you short some more may be it will
http://www.medpagetoday.com/Gastroenterology/Hepatitis/49309
More good news for Enanta. After reading this article, I am inclined to believe Abbvie did do its due deligence and market research before signing the deal with Expressscripts.