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.
Nice info and most likely this is one of the reasons why Missling made the iceberg comment.
I wonder how they able to test A2-73 on people if not part of an approved trial.
Perhaps. Available shares are increasing
What a shame this turned out to be.
I lost more than I'm willing to admit.
Hope my other two huge holdings fare better.
Good luck to you.
Let me guess, let me guess...
If A(soon) + 500 = B (end of year) and you multiply by pi then I believe "C" is the closes answer.
It's probably the receptionist (and their friend) at the news wire services. They most likely have the PR ready for tomorrow premarket.
I'm thinking we have a PR tomorrow morning on the patent, thus leaving next week for updates on trial news, etc.
It would be nice to end the week in the green and provide a couple days for the patent news to sink in and then see increased volume next week with some good news.
It looks like the puzzle has all the edge pieces together.
If I read the 10Q correctly...16 patients, 2 died (no fault to NSS). Of the 14, 8 passed six months (5 improvements), 2 reverted back to AIS A prior to six month evaluation. I assume the one who never improved was patient #2. The remaining six, have not reached their 6 month evaluation. So it looks like we need 6 more enrollments to have at least 20 evaluable patients.
Expect enrollment to end in Q3 of this year., with HDE submission in early 2018 ( must likely not until April assuming #20 is enrolled by Sept 30, 2017).
Assuming no more improvements, worse case we would be at 25% (5 out of 20). Best case 55% ( the current 5 + the next 6 /20).
Best of luck.
Thanks ziggy. You answered my question. It would seem Pfizer would want to preempt others if A2-73 shows promise and now if PLUS is now covered by a patent, I could see a Aricept Plus in the future.
Interesting to note Pfizer's revenue is down appx. 25% from its peak in 2010 (65B to 48B) last year.
Perhaps the wisdom behind chasing the Plus patent is to license it for AD to Pfizer with donezpril and thus limiting off label use for other CNS issues. That would then protect Biogen's MS revenue because Biogen's can combo A2-73 with Tecfidera.
I believe it would be difficult to license A2-73 for one CNS issue if it could be easily be subscribed off label for other CNS issues. Having the Plus patent it looks like we can license AD and MS without the other being at risk for off label. This should maximize licensing agreements with several BP's (in this case with Pfizer and Biogen). Does this should plausible? If so, the Plus patent then becomes even more valuable in my eyes.
Pure speculation... maybe a NDA with Pfizer in regards to PK/PD data and since A2-73 works better alone and now that patent is in hand, Pfizer is ready to deal since they need the combo results to protect donezpril. Is donezpril the SOC? Is Pfizer thinking it's better to have the combo (or standalone A2-73) then to lose everything if someone else takes AVXL out from under them? Is the pathway for AD approval quicker as a combo or the same as a standalone?
Perhaps, that is why Biogen was only granted testing for MS?!
A lot or ifs, ands or buts...one thing for certain, it's just the tip of the iceberg.!!!
Agreed that A2-73 is better as a stand alone vs combo with donezpril. But isn't the combo better than donezpril as a stand alone? If true, then I would think Pfizer would be interested in the combo to protect their revenue stream.
But couldn't Pfizer extend their revenue stream by licensing A2-73 and making their combo?
It could be a late breaking.
We should. This is considered a material event. Wouldn't be surprise to see share price jump to $6.00. Perhaps the premarket at $6.03 yesterday got an early read on the patent. If we do jump to $6, let's hope it holds. I think patent PR will come out by Friday and then perhaps news starts getting released next week.
How many other patent requests are still pending?
Excellent point about Scott Gottlieb!
I was wondering that also. Perhaps getting the plus patent was to help Pfizer. Now that we helped them, what are they going to do to benefit us? Maybe it will be part of the "raining news".
All smiles here. Let's hope the news begins soon.
I don't believe that is the case with gov't ee's. There should be a requirement for ex-politicians becoming lobbyist.
Bourbon, I'm not disputing Fadiran's qualifications. In fact, I believe he will shorten the approval process by many, many months because of his knowledge and experience. And I think it is perfectly within his right to work anywhere he wants for any reason he wants. My issue is with whomever felt it was irrelevant that he was working where he was. It is a fact. So facts get deleted however all the conjecture regardless of how insane it may be is relevant. That's my issue.
For the record, I believe he brings something to the table that will expedite (in a major way) ALL of the trials before us. His contributions will come to light as soon as we get patent protection. I have no doubt that is why data was pulled and not released. We are not fully protected yet so why spill the beans for others to benefit. Let's get our protection and then we will see news come pouring down.
Ziggy - what is your speculation of the timing of patent approval? Is it weeks or months? I don't think we will hear of any updates or trials starting until patent is resolved. Too many wolfs out there not to have adequate protection. Divulging early without patent protection could be the kiss of death.
I think the value he brings will be in those face to face meetings with the FDA. He's been there and most likely heard everything from both sides of the table. He will bring a wealth of knowledge and he should be able to shoot holes through any (if any) concerns by the FDA. That's where I see his value. In reducing red tape. One meeting vs many. A decision in a week not in months. Time will tell.
In the meantime, he needs to be up to speed because once the patent is approved his job will be the focal point in that we need to see progress on the trials.
I disagree. No patent no news.
Nice read. Once we get patent approval, news will be flying off the shelves.
Your not dreaming. It is all about patent protection!!! Once the patent is secure it will be raining good news.
Not all have reported. I stated last month when eyeing all the block trades earlier in the quarter that we would be around 25% by end of Q2. I wouldn't be surprised to see 28%+ when the 45 day (May 15th) deadline approaches.
Not true. He didn't go straight into retirement. He took a temp job as a pharmacist at Rite Aid. He most likely met Missling when Missling stopped by to pick up his photos from his japan trip.
I'm certain this will get deleted as irrelevant but the hype on him coming out of retirement to work with Anavex because of its promising drugs is just as much BS as the photo comment. Oh yeah and the BS that we lured him before BP could. Let's get real.
Missling is withholding data until the patent issue is resolved. Wait and see.
My RSU's (when I was working) would automatically vest in the event of a buyout.
Perhaps, he wanted more shares since he now believes he can't sell for 8B only 5B. I don't know one CEO that isn't greedy. How do you think they got there?
It is what it is. Some keep crying about spilled milk and in the mean time the gallon they have on the table is going sour because they are fussing about the glass on the floor. Best to keep an eye on the future.
Yes it was very vivid. All those numbers. Being a finance guy, numbers used to be my thing.
I wish luck with that!!
I agree dreams are real. I once had a dream of six numbers and decided to buy a lotto ticket. I remembered 4 numbers and remembered one number was a date of birth and I picked my wife's birth day and I couldn't remember if the last number was 32 or 35. I did hit the lotto but only 4 numbers. I picked 32 and the winner was 35 and the last number was my birth day not my wife's. I won something like $80. But it could have been 100's of thousands.
That dream last night was a bit odd and that's why I remembered it. I worry about Alzheimer's but since I'm still dreaming I must be sleeping okay. No drugs for me unless you consider watching the science channel as a drug. I'm hooked on aliens, universe and space exploration. LOL.
Good day to you!!
Hey Tom
Last night I had a weird dream about silver. I was hoarding pennies dated 1979 for its silver content. On the back of the pennies it listed the metal content and had silver listed at .8643 and each 1979 penny had $14.50 worth of silver in it. So if I take the 14.50 and divide it by .8643 you get 16.78. Strange dream.
It would be nice to see 6+ again. It's almost predicable...run up in a.m. and down in the afternoon. Would be nice to see the run last all day. I wish I could trade it but I can't bring myself to sell it after I buy.
Maybe someone with a fatter wallet learned what we already know!
Agreed. Anything below 8.60 is a gift. Not saying 8.70 to 16.00 wouldn't be a gift. It's just that below 8.60 the gift is wrapped. May should be a good month for us.
I hope he stays in Maryland. I think it's better to have face to face meetings (or lunches). Let Missling fly down for the meetings if he needs to attend. Why pay relo and then pay for all the T&E to have him go back and forth? With the number of regulatory filings (and I'm certain x10 follow-ups) we would all be better served if he stays locally where the FDA is.
He left FDA in 2017. Okay, perhaps he left in January and took a part time job at Rite Aid while he was searching for something more permanent. He is 61. He can be blamed for maintaining his work skills.
I am posting what I find. I'm not passing judgment except I hope he provides value to my investment.
There is no doubt he will provide much needed assistance working thru the FDA. Although it's a bit difficult to comprehend.
When I started to research him, I was looking for an angle that he was involved somehow with the 21st century cures act and saw that address a couple of times so I did a match search and then called the number. What I didn't do was prompt out of the call and asked directly if he was one of their pharmacist. It is what it is and I am confident he will bring needed expertise to our ultimate approval process.
I caught that wording also. It's time we see/hear something about one of those considerable number of regulatory filings. Let the show(s) begin!!!
Appears to be a great hire. Let's see what he can do. I don't think he should be a reason to buy. There are more compelling reasons to do so. You never know, the reason why he came here. I'm certain he likes the potential of the company but perhaps he still wanted to work for a few more years. I'm not taking anything away from him. I just don't think his hiring will impact share price today. Let's see him accelerate something. That is where the pudding will be.
I like the video. It's like the AXAL video. Would be nice to see it run on 60 minutes.
What conference call are you referring to? Thank you.
I said the same thing. I bought a core position of 5k shares and decided to trade another 1k shares. What happen is I didn't trade those 1k shares and wound up buying another 1k shares to trade and so on and so on. I now have 17k + shares and bought another 1k shares at 8.52 last week to trade. I keep telling myself we are one day closer so I find it difficult to trade.
In any event, come Monday we will be 2 days closer. LOL
Much success to DOC, ADSX and all of us diehard longs!!