alive and kicking
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Jake, that is an extremely low quality post. Par for the course for you.
.....one of the reasons I invested in RVNC was the notion they would be eventually bought out at a market capitalization of $4-5 Billion after the FDA granted approval for the medical treatment of CD and a pathway
That's a you problem :). Mark me down for an unequivocal "nope".
MRSN craters some 80% today on failure to meet primary endpoint in platinum resistant ovarian cancer, announces strategic reorganization. Ouch! IMGN shareholders know a bit how that felt a few years ago when the Forward 1 trial meet its primary end point. The difference was that after the fact data analysis showed that high alpha foliate receptor expressing patients showed efficacy with Elahare. That was borne out in the SORAYA & MIRASOL trials. However, avenue doesn't seem like a possibility for MRSN as the NaPi2b positive patients, the target for their ADC, looked similar to the general population in their trial.
https://finance.yahoo.com/news/mersana-therapeutics-announces-topline-data-110600082.html
Asking Abbvie about Revance is kind of like asking Elon Musk how GM is doing.
RVNC’s share price dropped when ABBV said during its 2Q23 CC that Daxxify was garnering a low-single-digit share of the US aesthetics market.
The sleeper that I have always had a high opinion of is Lilly and they have doubled the outstanding results of Abbvie or Abbott.
Sadly I had a large position that I whittled down in the early 2006-8 era.
The Street was thinking that IMGN was heading for a buyout, but the partnership for more MAB's says that long-term, we're looking to create more drugs.
They will be looking for partnership that bring in money and hopefully that will be happening soon.
The ABT/ABBV separation announced about 12 years ago has to rank as one of the most successful corporate reorganizations ever, in any industry.
There is a separate setting for ignoring replies that can be turned on or off.
How much RSV was there in 2021, “Vin”? Please take a look, my little friend:
https://www.cdc.gov/surveillance/nrevss/rsv/natl-trend.html
Plenty. In fact, it was one of the largest surges we have ever seen.
Again, no adult wants to give their kid this drug.
Wow, this is a full round tripper from $18 a few years ago..
This really does test the definitions of initiation, site initiation, beginning of study.
I agree that if a company puts in an IR that they have initiated a study, then it is at that time point that the company can be held accountable for the amount of time required to complete the study.
If accountability does not start at the announcement, then the announcement is nothing more than a publicity stunt.
The clinical trial began in March 2021. Thanks. Third year, “Vin”.
The “actual study start date” refers to the date the first patient was enrolled.
This debate is so juvenile
Please see ENTA IR news release and clinical trials.gov records. You’re wrong, “Vin”.
It was initiated in 2021. So 2021, 2022, 2023. I count that we are on the third year.
This pediatric trial has been enrolling for three years.
Keep distorting as you are good at that. I provided the official start sites as shown by the link to the clinical trial link and you can't handle the truth. My timeline for when the trial officially commenced to the estimated completion date is accurate. Your timeline isn't.
Oops, I thought the Q2 earnings report was this upcoming Monday but it was a week later.
ed, consider the source when dealing with jake. The pediatric trial began April 26, 2022 and is estimated to be completed in December 2023. Apparently, times runs differently on planet jake as April 26 2022 is 3 years ago on his world.
https://classic.clinicaltrials.gov/ct2/show/NCT04816721
The EDP-938 trial for high risk adults began November 29th, 2022 and is estimated to be completed April 2024.
https://classic.clinicaltrials.gov/ct2/show/NCT05568706
https://ir.enanta.com/news-releases/news-release-details/enanta-pharmaceuticals-initiates-phase-2b-clinical-study-edp-938
A good post for ENTA longs to read. The post is by Lishur and was on the ENTA board.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172383118
Paxlovid sales for the first quarter came in at $4.1 billion, which far exceeded Wall Street's expectation of $2.7 billion. The result also was a $2.8 billion increase from the same period in 2022. Pfizer chalked up the performance to strong demand in China and to new launches in other international markets.
Pfizer’s infringement has damaged and will continue to damage Enanta, which is entitled to recover damages adequate to compensate for Pfizer’s infringement in an amount to be determined at trial, and in any event no less than a reasonable royalty for the use made by Pfizer
of Enanta’s invention.
Yes. Several have pointed to September-ish. I personally think that while possible, it is optimistic (early).
I particularly agree that it's always good to see other's negative thesis.
What do you think about the taunting or redundant posts?
For me the approval landscape is complicated- particularly for covid which has moved from pandemic to endemic and less lethal than earlier. Another, I don't feel that viral load by means of nasal swabs will be a good means of determining efficacy.
One of my complaints is that the posts were edicts; phase 3 could never happen (yet somehow Pfizer's next gen was somehow viable). The posts were invariably negative and little explanation or justification of one's thesis.
Jake predicted early that ENTA would go down to its IPO price. Nobody else has provided a price estimate. If the price gets close to the IPO price, but does not reach it, then was Jake correct?
my concusion is that poster does
have a position - but as a short, as simple
as that.
No troll, just trying to make a buck or two.
Thanks for making it clear you have no reasons for saying CD approval is already baked in the stock price or for raising the idea the label in the CD indication could be very narrow.
Not sure why you feel I am being argumentative by asking you for reasons why you made some comments. I wanted information as to why you came to those views and you refuse to provide them, rather resort to deflecting and to attack me.
Why wouldn't I? You tell me. I assume you are expecting approval. Anything is possible but it looks to be almost entirely a question of label.
I don't understand how you can go from not understanding how I can think approval is expected to finding fault with thinking the label may not be perfect.
Seems like you are relying on CD approval for price enhancement. But CD approval is mostly baked in.
The only real question is how good the label is - and it should be at least adequate. Yeah, yeah ... stuff has happened and may happen again. Approval is not assured. But absent a best-possible label, CD approval is a sell-the-news event.
This may be the last week where IMGN ever sells below $20/share.
Rvnc short term trading has always been bizarre. I bought some today
The main point I was trying to convey though was that even though almost all infections amd variants of late have been some variant of omicron amd we have moved to an omicron only vaccine which seems appropriate and you commented favorably about, there is this animal reservoir that still has a lot of older non omicron variants.
covid
This paper generated a good amount of news today in the lay press. Basically covid is not going anywhere (not earth shattering news to most), especially now that there is a clear animal reservoir. Moreover, this animal reservoir is likely to be a source of future variants even if infections in humans is not as rampant:
More RSV competition
It's hard to take anything from this company seriously. However, they may actually do something at some point. (NNVC)
With the stock at 10 year low's around $20/share, anyone have any thoughts/comments on a buy out potential?
Could be related to the HBV program.
I agree the odds of an antiviral showing success in patients with long covid is fairly low, however there is still a narrative for upselling a protease inhibitor related to long covid. Lowering the risk of long covid in those with acute infection. There is data that paxlovid does this to some degree, and the next most advanced PI from Shionogi is looking at this as an endpoint. It's possible use may broaden for the drug if there is firm proof that you can lower the risk of acquiring long covid
Trace amounts of virus in blood stool etc could be indicative of significant viral loads in other compartments like CNS. Neurosyphilis is an example where you can barely detect anything in blood but you often can in CNS, and antibiotics are still recommended to clear this reservoir.
Trace amounts. This is not causing symptoms. Damage done already
And still no deal.
Going to be hard to treats pts with a direct acting antiviral if there is no more virus there.
Several reports have pointed towards possible viral persistence as a driver of long COVID symptoms; viral proteins and/or RNA has been found in the reproductive system, cardiovascular system, brain, muscles, eyes, lymph nodes, appendix, breast tissue, hepatic tissue, lung tissue, plasma, stool and urine55,56,57,58,59,60. In one study, circulating SARS-CoV-2 spike antigen was found in 60% of a cohort of 37 patients with long COVID up to 12 months after diagnosis compared with 0% of 26 SARS-CoV-2-infected individuals, likely implying a reservoir of active virus or components of the virus16. Indeed, multiple reports following gastrointestinal biopsies have indicated the presence of virus, suggestive of a persistent reservoir in some patients58,61.
Will wonders never cease! ENTA is up for the 3rd day in a row and closed over $22. Still a long, long way to go but it feels nice to see some positive sentiment.
Happy Independence Day! Well, it isn't July 4th yet but I took today off to give myself a 4 day weekend. :)
Will wonders never cease! ENTA is up for the 3rd day in a row and closed over $22. Still a long, long way to go but it feels nice to see some positive sentiment.
Happy Independence Day!