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Thanks for sharing hschlauch. Didn't know they were sharing this data. Where are they sharing this? Thanks.
JNJ discards two hoped-for billion-dollar drugs
http://www.marketwatch.com/amp/story/guid/2951214E-B32E-11E7-B0C9-1C5A1993B863
BMY—FDA Accepts Application for Opdivo in Patients with Resected High-Risk Advanced Melanoma and Grants Priority Review
http://www.businesswire.com/news/home/20171016006134/en/
China offers to buy 5 percent of Saudi Aramco directly - sources
http://uk.reuters.com/article/amp/idUKKBN1CL1YJ
Fair point. But didn't they voluntarily stop recruiting after 108 patients when they had originally planned for more? Let's hope they did that for a good reason.
That would be odd and unlikely IMO. Whenever biotechs fail their lead trials they tank 70-80% AFTER the bad news is released. You're saying in Viking's case the market has already priced in a failure? I highly doubt it.
They said in December at Cantor Healthcare Conference.
INCY is seeking $2B.
Incyte seeks billions after worker allegedly walks off with cancer drug secrets
http://www.delawareonline.com/story/money/business/2017/10/13/incyte-cancer-drug-conspiracy-lawsuit/755033001/
That $1.25B Bristol-Myers IDO1 drug? Incyte claims a former staffer stole it
https://endpts.com/that-1-25b-bristol-myers-ido1-drug-incyte-claims-a-former-staffer-stole-it/
Thyroid Hormone Receptor Beta in the Ventromedial Hypothalamus Is Essential for the Physiological Regulation of Food Intake and Body Weight
http://www.cell.com/cell-reports/fulltext/S2211-1247(17)30723-4
This paper bodes well for MDGL and VKTX for their NASH pipelines. As you said on Twitter, if MDGL reports positive phase 2 data this quarter, it should lift VKTX to some extent as well, assuring to some degree that they could report positive NASH data next Q/H as well.
Not major readouts but should warm up the stock for hip data this quarter and then if that's good, should set a great share price base for NASH data next Q1/Q2.
USC stem cell scientists developing a new cure-all for baldness
https://www.cnbc.com/amp/2017/10/13/usc-stem-cell-scientists-developing-a-new-cure-all-for-baldness.html
- Today 50 million men and 30 million women in the United States experience complete or partial hair loss.
- In the lab, USC researchers created skin with hair follicles from stem cells, which they transplanted onto the shaved back of a host mouse. Within a short time, vigorous hair production was noted.
INFI +124%; Wells Fargo gives Outperform rating with $5 PT
https://www.streetinsider.com/dr/news.php?id=13382746
Picked up some more just now. Looking forward to data and any good news that it might attract this quarter. GLTA!
If VK5211 data is positive, I think they are highly likely to receive a partnership offer to not just commercialize it (post p3) in hip but also to expand trials in the other indications you mention. This will set a higher share price base before liver data is due in 1H18.
As for me, I'm super excited about the hip data itself, which can come any time this quarter.
Great info Jim, thanks for sharing. It's good to know the details before making assumptions. Regards.
Baker Bros would be nice! To make it to the Loncar index we would first need to meet the $100M MC requirement, and then be in the top 25 immunotherapy companies by MC. I think we can get there with positive data from the registration trial. GLTA!
ACRX -60%/PM on FDA rejection of opioid painkiller
https://finance.yahoo.com/news/fda-rejects-acelrx-pharmas-opioid-111402634.html
Thanks for the reply Peter. I agree that they should look to partner out VK5211 if p2 data looks promising this quarter. The drug has gone through a few generations of improvements over a decade. It might have a decent shot at producing some good results. As for their NASH pipeline, some folks think it should be valued the same as MDGL. So your bet might be worth it in 1H18. Nevertheless, I too am treating it like a lotto stock with a small position only.
Speaking of Ligand, I think of Captisol, and then another one of my lotto picks which has done really well in the last two months - MRNS. They have phase 2 PPD data due this quarter, and in this trial they are using Captisol-enabled Ganaxolone. Sage used Captisol with their phase 2 PPD compound that did really well. Does that mean Ganaxolone will also meet p2 endpoints, also given they are identical compounds with the same MOA? Can't say for sure but I like the odds here of some further gains. Regards.
The timing coincided with the release of the late breaking abstracts hence my guess.
Might be SITC related.
https://www.sitcancer.org/2017/abstracts/titles/late-breaking
How Amazon becoming a pharmacy could lower the price of drugs, according to Morgan Stanley
https://www.cnbc.com/amp/2017/10/11/how-amazon-could-lower-drug-prices-for-consumers--morgan-stanley.html
- Morgan Stanley outlines a multi-phase plan for Amazon to get into the drug supply chain.
- If Amazon is successful, it could result in substantial cost savings for consumers.
Any thoughts on Viking's SARM pipeline biomaven? Thanks.
https://finance.yahoo.com/news/vktx-kols-highlight-necessity-effective-160000967.html
The FDA's insider view on Aerie’s glaucoma drug: Yes on efficacy, but…
https://endpts.com/the-fda-view-on-aeries-glaucoma-drug-yes-on-efficacy-but/
AERI (+15%) glaucoma drug effectively lowers eye pressure: FDA review
http://www.reuters.com/article/us-aerie-glaucoma-fda/aeries-glaucoma-drug-effectively-lowers-eye-pressure-fda-review-idUSKBN1CG1O4
ANAB +78% on Positive Topline Proof-of-Concept Data from Phase 2a Clinical Trial of ANB020 in Atopic Dermatitis
https://globenewswire.com/news-release/2017/10/10/1143610/0/en/AnaptysBio-Reports-Positive-Topline-Proof-of-Concept-Data-from-Phase-2a-Clinical-Trial-of-ANB020-in-Atopic-Dermatitis.html
- 83 Percent of Patients Achieved EASI-50 at Day 29 Following a Single Dose of ANB020
- EASI-50 was Observed Early and Persisted Through Day 57
With only 35% public float, this could run nicely on positive data. GLTA!
Chemo vs. CAR-T
This was from a patient's dad on historic treatments/costs at the AdCom. @megtirrell pic.twitter.com/S0rY9esG88
— Brad Loncar (@bradloncar) October 5, 2017
LOL! This one though has been used safely to seal internal organs as well in animals according to the short video in the article. Human testing pending.
Scientists develop surgical super glue that seals cuts in seconds
http://www.nydailynews.com/life-style/health/scientists-develop-surgical-super-glue-seals-cuts-seconds-article-1.3543325
I agree on that. Genuine questions around the availability of data to the company as well. Cheers and good luck to us all.
I wasn't suggesting you are trying to influence the stock price, was just curious if that influenced your point of view. Speaking of facts, off label SARM usage has seen success with pro-athletes and bodybuilders. I personally don't think it will fail, even with the older patients. Another fact is the volume in recent days and the recovery in share price. I don't think again, that a catalyst that's due in Q1/Q2 2018 is driving this instead of one that's due this quarter.
Could be. But may I ask something if you don't mind and I could be completely wrong... Could a reason why you are downplaying the hip pipeline be that you don't have a full position or a position at all in the stock at this time as you are betting on NASH data in Q1 and don't want the stock to do well now? :)
Amen.
I don't know how that works.
I say there's a chance we'll get it AH today :)