Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Where's the Bologna? Ever since I have followed the stock- I think 6 months or so- this AML trial has been about to start. So what is the problem?
Of course the issue is dosing and as has been said, how long will that take? It could be a while. Another year? Sure, why not. Higher doses 1500 MWF? or 1000 daily for 10 days? NO trial in Italy until dosing regimen is set.
The big news with K awaits these decisions. If, along the way, the new regimens show spectacular results, I believe we would hear about it. That is why I believe that nothing spectacular has happened. As we all know, what has been said is stabilizing some tumors...
What about big doses daily? Or every other day? When will we start to hear about these results? I have the feeling that it will take a long time before we see stuff happen in a big way with K. Next ASCO is best case prob. UNLESS the new regimens are so effective that the news is shared in some fashion sooner.
More about Hidradentitis! More! Those are my favorite CTIX PR's. What will that do to the share price.
What a roller coaster. Never thought the share price would be this low again.
Most worrisome: that's it? That is the best PR you can muster? I expected nothing better , personally, but this is embarrassing as a press release.
Easy to write about- it's my job.
OK the competition.
Pick up any recent copy of ACEP Now(it touts itself as "The Official Voice of Emergency Medicine"....)
It's a monthly going out to all members of the Am College of emergency docs.
You will find, in every issue, ads for Dalvance- dalbavancin initial 1 gm IV, repeat dose 500mg a week later. Headline is: when you need the power of an IV antibiotic An outpatient opportunity in treating ABSSSI.
Thus far in our group, NO chatter about it. Unsure if on hospital formulary
Yet another potential Brilacidin vignette: woman with underlying immunodeficiency and history of MRSA comes in with low grade temp and red and swollen right ear(Nota bene: she is NOT diabetic- they get Pseudomonas in such presentations). We are stuck with Vancomycin and return visits, and yes, she got the typical red man reaction and her infusions took forever.
One of these days she will have gotten a single dose of B.....maybe by 2020?
There is news to report for sure. But I do not believe the details of B phase 3, when announced, will move the stock in the long run. I am paying attention- we just disagree.
Obv results of phase 3 will move the share price, or sale of B to big pharma, but this is what, 18-24 months away?
Immunoglobulin death domain? Raise your hands if you have ever heard of it. I certainly have not. What a cool turn of phrase though...
2 new articles on science of p53 today shows how complicated it all is
1 Two guys studying p53 for ten(count 'em 10) years write how p53 binds with BAX in the cytoplasm with first attachment with structured region of p53 and then a second bond(their discovery) through a change in shape facilitated by the amino acid proline in unstructured region of p53.
Then apoptosis via BAX. In some journal called Molecular Cell- check your coffee table, it might be in the pile...
2 Science July 31 vol 349 we get the "can you possibly top this" nomenclature immunoglobulin death domain article. (They shorten it to DD1a.) This is a mechanism for clearing out dead cells, also directed by p53. When anyone comes across more articles on Kevetrin and the immunoglobulin death domain, lemme know.
While CTIX falters(again) the science marches on.
Current share prices mean nothing of course, if they can finally decide on a dosing regimen, and IF (yes, that is the big IF) Kevetrin actually works
Hard to know what there is to update right now. No immediate news re B or B OM or K expected that I know of.
Ha! My investment history is littered with poor decisions. More specifically I have consistently bought CTIX only to discover that the share price can go lower than my most recent purchase. Most recent buys in mid 2's, which I hope we never see.
Look: my only thought about CTIX and brilacidin was that the phase 3 announcement would not give a big long price rise, since phase 3 was an expected event.
For the long run I think what many on the board believe: IF Kevetrin really succeeds and finds regular use for a variety of tumors, then the share price will be closer to 300 than 30.
the problem is getting to that point- right now there is no dosing regimen even set, so far as we have been informed. Will the dosing for K, with its approx 2 hour half life be daily? Every other day? And at what level? Once they have the dosing down, how well will it work? Still a very long time for this to play out. Bologna not moving until there is established dosing, trials with Beth Israel for renal ca not moving till dosing set, no trial for K alone for ovarian CA till they have a real regimen . Seriously, how long might it take? Any hope for the end of 2015, at all? No one knows incl the Dana farber and CTIX guys with all the inside info, since the max tolerated dose is yet to be defined.
Now that we have the benefit of hindsight, are you so convinced that I was wrong about transient to no boost from phase 3 announcement?
Nice post. K should be a better way to approach the problem, as you note, both wild type and mutant p53 action. How do you find this stuff? I have google news set for p53 and I see a lot of obscure stuff but missed this.
Helpful info- one of more than a dozen
Recheck of board and CTIX after away from net/etc for last 2 and 1/2 weeks.
So I see share price now about 3, and sinking, after quick rise. Brief response to Phase 3 B news, as I thought, not ;acting.
However, I would have thought that any mention of good things with Kevetrin would result in more of a sustained response- just read the orphan drug thing, old news now I know. While CTIX has told us shareholders little about how it goes with K results wise, we now know that the FDA saw enough in the data with the ovarian CA patients to warrant this designation.
My view, doubtless shared by the hard core long term holders of CTIX pre B, is that any good news about K is really good news.
Would have expected higher share price as a result. Would buy more if able.
SS: CTIX was competent enough to run a successful Phase 2 and it was a smashing success. Cannot imagine that Phase 3 will not be approved. Irrespective of any special designation Qidp etc I think everyone expects Brilacidin to move forward, and to be successful. The larger question is when and if offers for Brilacidin will be entertained. Only for B? What about B OM for mucositis and for Gi use? It is complicated and those decisions will move the share price- eventually.
Do you and others really expect Brilacidin not to make it to market?
I know zippo about any meeting.
Would be interested in hearing about progress on 1502- if there is any
certainly hope you are right and I am wrong. expect small and transient bump with phase 3 announcement only. Share price movement with B OM only well into the future.
hey CEO tried to hint things are fine with K at last corporate update, and where did that get CTIX? Nowhere.
2015 vs 2016. Now resigning myself to likely sustained prices above 3, any real movement in share price is many months away. There is no driver to move the stock. The recent email from leo that was posted about CTIX products(a couple weeks back)worries me. Gi applications for B are the jackpot? There are drugs for distal ulcerative colitis that work already, and while any new therapy is good, will it be a blockbuster? You choose a far far away from market drug as the big winner? it is a bit like the objection from the gumshoe site about biotechs- it is always about potential.
I would have thought Kevetrin was the most likely CTIX blockbuster. And no likely news from K for many months now with new protocols.
B approval for phase 3 expected. B OM continues roll out. All excellent news but nothing to move CTIX share price anywhere anytime soon.
It is a slow process.
The only certainty would seem to be that whenever I buy shares the price drops lower
Today's NEJM(as opposed to tomorrow's) No striking simple explanation for aplastic anemia (your bone marrow stops making red blood cells)in terms of genetics. Many mutations noted most frequent was still under 10%. p53 JAK etc not a big role. Not really expecting to see a big role for p53.
Most interesting thing is how every issue NEJM now seems to have something on mutations and genetics and disease. It did not used to be this way.
Sort of fun article in Fierce Pharma about ASCO scorecord for cancer drugs. Makes for an interesting quick read. Wonder where K will eventually score...a coupla years from now prob still to wait
Thought I would underplay price impact of NEJM/BMJ Brilacidin. I am glad your cat goes in for understatements
Unbelievable press for this drug! Thought the last time that local connections in the Boston area explained the NEJM coverage. And now the BMJ..amazing.
What if Brilacidin had that press. Safe to say we'd be on NASDAQ
Thanks for posting the articles. (I have no basic computer skills to post articles.) Yes, here's hoping kevetrin will work, and be used in a variety of tumors.
Once again, tomorrow's NEJM, a recurring feature. Two articles and an editorial once again highlight how complex medicine and cancer are in terms of my ability to report back to the board. That is to say- hard for me to grasp. Articles on the cancer genetics of lower grade gliomas and diffuse gliomas and the genomics of each class are presented in very careful detail. What the authors find is that various mutations are related to different histology and survival, not surprising really, but apparently this level of detail for brain tumors has not been known before. TP53 mutations occurred in many of the intermediate survival tumors for each study. for example, in one group of lower grade glioma patients, 94% had TP53 mutations. These patients survived for an average of 6 years.
These brain tumors sort themselves according to groups of mutations- not just one, but 2 or 3 for each group. To me this suggests a role for Kevetrin in a decent percentage of brain tumors, in concert with other drugs that target other genes/proteins- EGFR, HER2, etc
Look I am a novice about this stuff but again oncology moves toward genetics and away from histology and this will continue to point the way toward p53 agents playing a role in so many tumor types.
If they had ANYTHING for C Diff we should have heard about it by now- it is a BIG deal in medicine at the moment. New CDiff therapy would be a major advance
Hey Bio- does it bug you that one minute CTIX was supposed to be meeting with FDA about ulcerative proctitis and now we are waiting on B OM trial?
It just bugs me somehow, that CEO announces things and then announces very different stuff. On again, off again with Hidradenitis too.
I know, in the long run it does not matter, all's well that ends well, etc
On the plus side, though, they should have a sense fairly soon if B OM beats usual care with many trial sites in play, even if official trial will take a long time.
Only hope that there is not a year or two wait for B OM data to see about UC, but I wonder
UC on hold. When I first started reading about CTIX there were reports of an upcoming FDA meeting about treatment for ulcerative proctitis. Now this appears to be on hold while the company awaits results on BOM. Same likely true for HS. It makes sense to see how B OM is tolerated but it is not how CTIX first talked about these applications.
Colitis a jackpot? I will ask GI docs and get back to you. CTIX consultants apparently must have said so.
My buys were in for 2.59 and 2.53 will get there next week I think
Yes I am still trying to average down....
Zero incentive to buy now when you can count on no news and wait for prices to drift ...as they have been drifting.
Maybe in a couple of weeks we might hear about FDA Brilacidin. Or maybe not.
Twisting slowly in the wind otherwise.
Of course I am joking, as you know
Your posts are invaluable even if they mean I have a lot of homework just to get through some of the links
Can you provides specifics to explain the 4/6/14 announcement then?
Or maybe you can explain how CEO can provide this info in an update 1)dose dependent p21 response and 2)some stabilization of tumors
when he cannot make ANY comment about results of an ongoing trial?
He cannot say that right? because Dana Farber says he cannot say it?
So how did he say it? What more can he say? What can't he say?
Yes, you really have a handle on this....
My guess is that when we know what Leo knows now that it will look nothing like complete remissions
Not that the future may be different.
And yes as a matter of fact I think your suggestion that MMSK and DF have so very different standards for reporting is likely to be ...wrong
You can concur withBK I might too But his points have no bearing on my argument.
Of course I agree with you too- I have been careful to say that it is too soon to conclude we will not see great results from K- they do not even know yet how to dose it!!
But I conclude there have been no great results yet, for sure Leo would have said much more than he has, and he haas already said in the corporate update things not reported by DF
My point is that sensational results have a way of making themselves known...
I get your point It could not be any more clear It's another topic
It has NOTHING to do with my point that big results would be made known somehow
Let's see: CTIx update says some stabilzation, some increase p21
versus
some complete remissions
Leo can say some things, even if they are not released he just does NOT have blockbuster results- yet, Sorry
The info reported was from an ongoing phase 1 trial.
So is that really your opinion? MMSK and DF have different requirements for data release. That is all there is to it?
Instead of simply criticizing, why don't you have an opinion?
I suppose that might be asking too much.
My opinion is that when there are big impacts on efficacy we will hear about it, one way or the other. I am glad you guys already know my opinions
By the way, I am just as interested as you in seeing Kevetrin succeed.
Fascinating, really . started to look over the data and one link I clicked on was 4/6/14 where that company (agios) talked about Phase 1 results primarily designed for safety but they wanted to report multiple complete remissions achieved with the IDH1 drug.
OK now contrast this with CTIX We are told that there is some suggestive data, but NO more info comes out, and that is supposed to be just fine with everyone, Dana Farber tells CTIX what to release, and when, and how.
Hmm. Memorial Sloan Kettering I guess thought it was ok to let slip really dramatic results when Agios wanted to release info about efficacy
Is it all a question of degree? Would Dana Farber and CTIX really say nothing if the data were that exciting? It really makes me wonder what the results show.
Again, caveat: Kevetrin dosing still not optimized. I would bet of course that revolutionary remissions as achieved by the Agios drug have certainly not happened. And that one reason we have not heard is that results not nearly so dramatic( let's see: spleen lesion vs complete remission. Hmm?) But will the dosing changes yield better results?
Nota bene: I am expecting nothing of the kind as a single agent, as I have stated many times, and await trials of Kevetrin with other agents
my point is that stuff gets released or talked up when prelim results are out of the park- at least in this one example anyway
Agreed. Big advantage for abacavir is lots of patients have taken it, so a long history of info about relatively small side effects(excepting AHR). As you note IL 17 drugs will have some immunosuppression. Big advantage is oral dosing very easy.
Uncertain: does it help with PsA(psoriatic arthritis) or just skin? Do not know.
Nice article by the gumshoe guy posted by slcimmuno. Just reading the comments post article is interesting because so much can be learned from those who have psoriasis and have been on the meds. One of our board posters mentioned excellent results with Humira for his own psoriasis. One of the commenters on gumshoe had had trouble with several biologics. V informative.
with respect to yesterday's PR, what is next:
CTIX provides more background on yesterday's PR, including conversations with NASDAQ;
the infamous phone call to find out application status : "Sure, call us back anytime your company makes it over 3 bucks, no problem. Have a great day."
CTIX announces that NASDAQ application was returned to Beverly as Return to Sender, insufficient postage, but they would resubmit.
CTIX announces that it had inadvertently, applied to nasdaq(small caps) instead of NASDAQ.
CTIX says its NASDAQ application needs to be refiled in English. They had done the original filing in Klingon, since NASDAQ sounds like a Klingon word, sort of. (nod to Star Trek fans)
Sorry, still working to find a funny one
It is nice of you to take the time to spell out these issues so clearly, so that the financially challenged- such as I - can follow along.
Poor communication at many points along the way, to reach a PR such as today's.
rpr? reverse pr? Pretty funny
consider also perverse pr, or ppr
one day we can all look back on this...
latest update announces disappearing uplist? at least for the time being
sigh