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NO, I posted here about excessive pumping there, comparing the OS counts and the decision to in house partner prematurely as compared to getting a Biggie involved, IMO. Ridiculous projections. No tickers posted, just assuming youall(?) understood.
The issue of Them NOT selling their product as a business model and the delay caused by the attempt of going it alone/in house. The small amount of doses to be produced and logistics issues. I even quoted your new virus patient count compared to available supplies / future supplies for that.
A much higher production volume can be achieved for Ifenprodil and at a much lower Price to patients without logistic issues, IMO. They both attack the Cy storm but in different ways. I ASSUME our drug may attract stronger interest from a Biggie.
I did not see your post, bring it here for a relevant discussion? This board has been slack lately. Everything there gets buried by tripe. Sure doesn't look like your pps or my hopes will appear soon there. That's the difference between 2.4B OS and 200M OS, etc, etc...
I should have commented to Shell not myself about this, yes.
I bet Almost everyone would rather have had a PR about a Biggie's interest either in a Partnership or especially a Buyout at my measly $2 - $4B. Now we wait for logistics and real manufacturing info along with Data Readout. I wish they had more patience.
"We dont run the company and can just Buy-Hold or Sell the Stock, preferably with foresight. Hind sight is usually much less desirable...GLTUA...
Looks like the early pumps with limited data could not land a Biggie and them folks will try to do it themselves. Huge delay to limited production. Sad... I hope our management sees this and plans accordingly. I understand our plan IS to SELL the Rights to Ifenprodil at some point After formal Successful data.
Treatment price seems to be an issue. Production of sufficient supply and logistics are all much easier with our Drug. Looks like the Majority of the World's COVID 19 patients will still be looking for a Safe, Cost effective, commonly Available solution to the Cy storm which is the Killer result of this disease and of course Most also will need a treatment for the Lung damage after survival.
As pointed out related to another drug, with 3M new cases a month, 150K doses a month leaves a Huge Gap...GLTA...
Wow, they are going to do it themselves. Looking for $10B + in revenues next year with partner? No quick payoff but...Good Luck to Us All.
Excessive pessimism criticizing excessive optimism.
IF RLF gets solid positive results of initial phase 2 data, I'll be looking for that Biggie with an offer. I hope for 4X+ from here if data is strong enough. That will be a 20 bagger ++ for GEM...JMHO...
"Quote: Valuation is impossible atm but if I'd guess how much the company was sold for, my "guess" would be 100B+ easy... Its just that though, a guess...."
Reply...LMAO... To whom??
Current MCs
GILD is @ $90B
GSK is @ $97B
I'll stick with a reasonable $2B to $4B ASAP. Maybe a little more with STELLAR early Phase 2 results. Does ANYONE think that waiting thru Phase 3 Trials in smart? "Strike while the Iron is Hot". IMHFO.
My Good Wishes to all Medical personnel and unlimited Gratitude for their Efforts and the Risks taken to help as they work to help Every COVID patient. They have All earned Veteran Status, IMO. All Gave Some and Some Gave All...
Drug has some Logistics and administration to patient issues BUT is Much more effective than current treatments so far.
World wide distribution? The company is small and has limited resources and few skilled personal to accomplish a build out. GEM probably has the cheapest shares and 1.6B of them. They're going to WAIT?, NOT. They have the Votes? , YES. IMHFO.
There is competition attacking the Cy storm, one at a much smaller price to patients and in comparable Trials with easy logistics and easy patient administration of their drug. One is also another Repurposed drug moving quickly thru Trials with a proven Safety record.
Other competitive drugs have been FULLY discussed/debated here for some reason.
I HOPE the BOD has some Clearer reality in their decision making as some posters comments here are highly questionable. IMHFO...
Good Luck to Us All Here in supporting a Viable medical addition to Mankind in the Fight of this COVID Virus and the resulting Lung health issues.
Some have stated that a MC of $1B is achievable here after possible good Data. Maybe I'm thinking too low and $10+ pps is possible.
Some posters want $20 to $50 there even with that 2.4+B OSs. Ifenprodil will have Much lower costs and simple logistics for a possible world wide use. JMHO...GLTA...
Nice thought Smoki. I've been discussing buyout's at another COVID stock MB with a different path of Cy storm repression to Ifenprodil and also in Phase 2 of a Phase2/3 Trial. Yea, I own some.
Many there are calling for a $10++ PS price, even with that drug's huge storage/logistics/manufacturing/drug administration issues and 2.5B OS.
Your target seems Low by comparison and puts Jag's 30dolla possible. I dont see how a world wide distribution will be possible for them.
Our Ifenprodil certainly will be much easier to distribute and administer to the world's masses suffering from COVID and the after effects. At <1/10 the costs to patients...Good Luck to Us All...
Maybe you missed that Cancer is now successfully "CURED" by Immunotherapy, such as keytruda, Optivo and Yurovoy or combinations. Chemotherapy drugs like Interferon are seldom used any more, except for uninsured or in less developed countries. IMO. I was in some cancer trials and treatments for 4+ years.
A Real big climb to make and strong competition as it's a drug that has not passed Safety Phase 1 status. Cancer Cell auxopathy drugs were tried (I owned one) in Trials, but immunotherapy is the standard now.
This is why Aviptadil, as a repurposed drug, has moved so fast so far. They moved directly to Phase 2 Trials and will be allowed for Phase 3 when signals are there. (same as another *dil)
Most cancers were 90%+ fatal, especially if they are Metastatic. Now maybe 50% have lived to require no further treatments even with Metastatic complications.
Remdesivir has a 12% benefit and Colonoquin is harmful and ineffective yet were pumped and still used.
The need for a COVID solution or combination of treatments that actually are effective is NOW, with really NONE commonly available. IMO..GLTA...
I agree. As Gee said, thin infrastructure and limited employees / subs to get things done. NOW!
A GSK is needed for speed and muscle to push. IMO they will want the whole pie that they will be paying for, not slices... All 2.5B shares will vote on any proposal. 35% float, 15% insiders and the rest are institutions.?. Most of all those holders have <$.10 avg. We're barely moving 10M shares a day, ie flippers/ and hopefully some new investors too.
Other drug stocks could be picked up by a Biggie and pushed with related paths to combat COVID. Strike while the Iron is Hot, here or there, JMHFO. The highest value xactions are for new drug discoveries with new science, Aviptadil is a repurposed drug. I wont beat this horse more but thinking $50B seems a real stretch. Ill be happy/amazed if we get half of that After excellent Data...GLTA...
I'l use this $20 per share as an example. $50B for the possible effective drug some call a "cure?. So GSK has a market cap of $97B and you-(all) think we can ask for half of that?. Even $10B is Real money, OMG.
IF there are 1000000 doses ready @ $7500 each being worth the 7.5B, there is the obvious costs of logistics and administrating the drug. We dont get that whole $7500...?
I'll stick with a reasonable buyout price of between $2B and $4B. The Big and early holders got the majority of their shares at <$.10. I'm around$.4 as are many of us that missed the first boat. Youall want $?...
It will be a LONG and Hard road to do all things needed if RLF tries to handle everything itself. A partnership just saps (they have lots of real lawyers and experience) and the Biggie will want the whole bag, not slices of a pie they pay for. They KNOW this has to move FAST. We dont have the resources unless RLF hits up GEM again or the clout to get the Trials and data moving ASAP. IMO...GLTUA...
JB, thanks for the good points you brought up...GLTA...
Not just holding but bought more this week as that's my boat's avg. We're just discussing about how big this gets and how, hopefully...GNTA...
Yes, Rem was developed at Yuhan Virologic inst with Gilead and escaped/was released from there. It has an 11% effect on morbidity and is being related to kidney issues after treatments. I would never take it.
Repurposed drugs have valid Safety records. GSK might want it, I agree...GLTUA...
See where my ID/posts
Not many have Cadillac health plans to cover this. World wide?
27 months of Optivo, 3 months Yvolomab and 24 months Keytruda. One needs a great plan. $10K almost sounds inexpensive, but what will the distribution and logistics be outside a comparative few? Same as those. GSK could get it done and maybe push it through FDA. RLF maybe, but. TIME.
Approval before Phase 3 Trial data is a stretch, IMO, maybe. Then value is ? Comments like Cure are ok on a MB I guess but... Really do you want us to or do youall think GSK will wait months? I'm sure GSK would like to 'Own' something possibly very COVID effective, ASAP. Partnering with an OTC with a repurposed drug through Trials just doesn't seem like them, but buyout. Can Rlf fight thru alone? Fast enough.?. What kind of further dilution AND TIME will that take? Or with a "Partner". hmmm.
Cy storm competition, maybe this ID posted there.
With warrants and options, yea it's close. Many shareholders would be happy, IMO.
Change of Control for management is a big incentive as they are not major holders, just unexercised shares. right? Of course I dont see any offers, just thinking.
Lots of things to be done and managed After a successful Data readout if they dont seek help. GSK probably wants the whole bag or none, IMO.
My thought was that GEM doesn't want to wait and the market wont wait either. Still a race to be part of a solution to the COVID Virus. There are other treatments in Trials with 1/10 the cost and little logistic issues. It would be a small market for those that could afford it. Fine. Still have logistic issues, IMHO. There is certainly a need to move fast for many reasons. A $2 pps is a $5B market cap with a 'pass of the buck' of all other issues. I'd take less than that and GEM might see the benefits too...GLTA...
BTW, GEM now has the Votes to do whatever and they may not want to wait those weeks and really not want to wait months. Providing further financing compared to cashing out?
GSK could really run with this Fast as compared to how RLF would be able to...TIME is really important. There are other drugs showing promise too...GLTUA...
Great DD, IMO. But I feel that GSK (any Biggie) probably does not want to partner with anyone or license anything, (Aviptadil).
So, I'll stick with a buyout of the Rights that Relief has or a buyout of the whole company @ $2B + and depending/waiting on official results from the 21 completing their Compassionate Use Trial, maybe $4B. ASAP! IMHFO...
Here is why, IMHO...
Jobs at GSK and COC payouts to management, of course.
The logistics you mentioned for this drug and taking the Trials to possible fruition and distribution are high bars most small companies. TIME...
The relative quiet period? Talk of limited info at the conference and a muzzle on Dr Javit? No new PRs?
...GLTUA...
I know a COVID/other drugs company that had good news today and went up. Here, later investors ($.3+) are stuck with the 2.4B+ OS which now means RLF needs Real successes from Trials, not just pumping.
Many of you early guys that bought for pennies are discouraging new investors with the tripe and are selling/flipping into any strength. As is GEM, IMHFO. As I have but only for 50%s, not the 500% some have.
Quiet period could mean a Biggie Pharma might be interested. Logistics may determine what happens here.
From my experience AMG does great DD at other MBs. Many questions or comments are derided here or buried by mass-drival. He probably does more than most and provides links for opinions.
BTW, as a Veteran I feel Presidents Should Not make casual incorrect statements and those 'interpreting' them for others are expressing another Opinion and attempting to provide a clarity that was not in the original statements. Horrible from a President of my USA...
I see arguments with badly articulated and sorry dictioned opinions from some that cant use spellcheck and post things like 'cure' Without supportive links. FDA will determine viable treatments thru data.
Sure some of us 'outsiders' have taken a position as with other possible Treatments, some also with strong results so far and one with <1/10 the OS. Probably have more $ into this than some, and we have to deal with posters stating 1000% gains or other bragging and posting of opinions stated as Facts. IMHFO...
This MB is dominated by a few posting back pats, semi-truths, etc, NOT what 'outside' new investors like to see. IMHFO.
I think RLF will take $2B maybe plus depending on the strength of ongoing trials from some biggie and make GEM happy, along with most investors. asap. The further future logistics are daunting for a small company to accomplish quickly. The race is on to join the COVID solutions the world needs asap...GLTA...
How about posting Links with these Opinions. Maybe something from the FDA or other respectable source...
We all can listen, view, invest, opine and some can even
think/spell/punctuate/discuss in full sentences as adults.
Inhaler is NYR.
I'm invested in this stock's story, not the MB drivel...GLTA...
https://clinicaltrials.gov/ct2/results?cond=&term=aviptadil&cntry=&state=&city=&dist=
How do You know when PRs will be made, if ever and about what. Significant info should be backed by actions and/data or names with limited speculations implied by the company's representatives.
I would also complain about speculation of other poster's positions. They may have more invested than those lucky to have bought at pennies. Bragging of 1000% gains does little to positively affect interest from buyers not yet invested. This backslapping drival and clogging of this MB makes this look like a P+D. IMHFO.
Thanks to those posting significant DD that is hard to find for some reason...GLTA...
Maybe Gem has recouped their recent investment and turned off that selling, I figure they would sell about 70M. News is due, IMO...
This simple Video needed to be made Months ago, JMHFO. Our CEO does a good job but I think this is the first time we see Dr Williams alone. Need more comments, I only see a couple. Maybe one of this MB's Drs or through researchers can add some info. Comments and Views help videos get noticed on Youtube...GLTA...
https://www.nytimes.com/2020/09/08/health/9-drug-companies-pledge-coronavirus-vaccine.html
https://www.cbsnews.com/news/voters-covid-19-vaccine-opinion-poll/
Testing and Trials will determine the successful Treatments and Vaccines...IMO...
No company and few people want Fast tracked Vaccines that do not 'Stand With Science'.
https://www.nytimes.com/2020/09/08/health/9-drug-companies-pledge-coronavirus-vaccine.html
The selling and/or relatively stable price is directly related to what GEM does. IMHFO...
They are the major MM here except for this afternoon's sad news which some people made a decision on. Probably to save a few pennies and NOT having read-up on it. He tested Negative for COVID.
If GEM shuts off the sell???
Formal news is due on several rumors or unconfirmed promises. Wouldn't now be a perfect time to put out OTHER News!!!...GLTA...
My Deepest Respect goes to this Man for his SERVICE and to all his Family for Their Courage. Humanity will study his case and Honor all their Sacrifices for participating in a Clinical Trial.
I was lucky to receive Ipillimamub, Keytruda and Optivo to beat cancers after surgeries and Interferon failed... F#ck Cancer / F#ck COVID...
Ha, looks like even IF a vaccine was pushed before serious Trials are completed, that most wont take it. I dont want to chose from between a mushroom and seaweed either, even though I own some stock.
Maybe a Drug with a Proven Safety record and new approach to Lung damage and recuperation will attract many more of those Needing and willing to use it. I hear that Ifenprodil is Dosing patients in REAL Trials...GLTA...
https://www.cbsnews.com/news/voters-covid-19-vaccine-opinion-poll/
Ha, here's my story...
This company was having Phase 2 Trials on Cancer cell Atopothy and with even good results they were loosing too much money and RS 100=1. They partnered with a Cow cell treatment carrier with much less results until they are now ELOX. My large investment years ago was forgotten on the shelf
and those are now a couple hundred of ELOX. I can sure pick them, good ideas, not stocks...LOL...GLTA...
Current Administration is now on the path to 'herd immunity' as the solution for the USA, by DEFAULT.
There will be PLENTY of need for successful treatments of the large group of patients that will be seen due to the damage COVID will cause. JMHFO...GLTA...
Current Administration is now on the path to 'herd immunity' as the solution for the USA, by DEFAULT.
There will be PLENTY of need for treatments for the large group of patients that will be seen due to the damage COVID will cause. JMHFO...GLTA...
Many people are Leary of vaccines and will wait for proof it is not harmful and is effective. Besides vaccines are totally different from a treatment. AGN is targeting the Result of COVID not prevention. IMO.
If 50 are enrolled and enrolled means being dosed, that seems great to me. Yea sure, wish it was much faster and earlier. SK would have made a real difference, But.?.. With all the Pump for some 'cure' claims without data and real world Trials, strong and steady seems a good plan here. Data is Everything.IMO...GLTA...
I'm not convinced yet, just hoping to ride a wave. + 25% OS and PPS on my boat. Threw more than I should have, maybe...GLTY too Sir, and congratulations on free rent(?) for jumping earlier...$.4+ is not $.15...
Yes, AGN PAID for starting May-8 and here we are waiting for Some news still, Sept-1. I can hope something is happening given the recurrence SK is now dealing with. The contract should still be fulfilled even this late and Positive signals can still be had to enhance our story.
IF the Trial will not be held than there should be a Fkn Refund.!.
Vaccines are not popular and many would wait for confirmation thru Trials before accepting it. That is like some other drugs that are being promoted as 'cure" without Data from Trials. Also note the amount of recovered and only a few without serious underlying conditions passing. Almost anything given from Asprin to Remdesivere seems NOT to really help significantly so far. Excellent SOC has been the best "cure".
I would appreciate positive data from SK, if it comes. We are in the Race to Help in the COVID Fight to Save Lives and to Help in the Recovery of patients afterward...GLTA...
How about that 25% OS increase elsewhere and the MB "discussions"?
Alot of new cases yet relatively few in critical. Interesting deaths related to underlying diseases. Maybe the Ifenprodil recruitment is progressing. Data from here may still come in time to be relevant...GLTA...
South Korea reported one more death from the coronavirus, raising the death toll to 324. Of the deceased, 315 of them had underlying diseases. The country's virus fatality rate is now at 1.63 percent.
But the country could experience more deaths from the virus as the number of critically ill COVID-19 patients reached 79, up nine from a day earlier.
The total number of people released from quarantine after making full recoveries stood at 14,973, up 70 from the previous day, with 4,650 people isolated for COVID-19 treatment, up 177 from a day ago.
https://en.yna.co.kr/view/AEN20200831002353320
Sure wish some more posters would be allowed to comment without being buried by wild claims with little substance in these post. AT LEAST a "possibly" or "IMO" should be used until formal Data is there to Prove the claim.
Excessive BS may negatively influence many. JMHFO...