alive and kicking
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I added last week at about $50.00
....after I swore I wouldn't till there was some hard data or positive catalyst. : )
I rather expect at some point another HBV candidate to combine with EDP 514.
Or the announcement of a partner in covid after the drug shows promise.
ENTA’s enterprise value at the current share price ($51.50) is about $900M.
Yea I thought of that but at this SUB 1B Enter. Value, should Covid program (regardless of results) have such a decimating impact on the valuation?
I guess the market heard your complaints and is offering the opportunity to buy at close to the low point at the open yesterday.
What sucks about being on the West Coast and getting up late is missing early market moves. I would have bought more NVAX on the big drop. I still may. I saw your comments on the cc but haven’t had time to read the entire transcript. While sales of the Covid vaccine in Q1 were lower than Wall Street estimates they finally put NVAX into the plus column. While sales estimates haven’t officially been guided down by NVAX, even a reduction won’t change the fact that revenues will grow substantially this year and the pandemic shows no signs of ending as new variants keep arising so the stock price will rise to some degree with time. What matters most is whether the FDA grants approval as that will be a big price driver. No sure things but I am still hopeful.
Thanks Dew.
We remain committed to developing a combination regimen as a functional cure for chronic HBV patients. EDP-514, our core HBV core inhibitor with Fast Track designation, has demonstrated safe and potent antiviral activity in two phase 1 studies in different chronic HBV patient populations. Those who have high viral load, whom we refer to as viremic patients, and those who are on a treatment with a nucleoside reverse transcriptase inhibitor, whom we refer to as nuc-suppressed patients. These data suggest EDP-514 has the potential to be a best-in-class core inhibitor for HBV.
We remain focused on evaluating internal and external opportunities for additional components with alternative mechanisms to develop in combination with EDP-514 as we believe that a core inhibitor such as EDP-514 will ultimately be an important component of a successful combination regimen.
Essentially I believe there’s no rush. The positions can be built slowly gradually and in pieces over time.
For the foreseeable future the feds will be taking the excess liquidity out of the system and raising interest rates.
Market bloodbath today. Bought more CDMO, IMGN an opened a position in LGND, the latter being a company I have looked at for some quite time. While it can be painful to see things drop across the board, but these are great times for those with patience and a longer investing time frame.
Have you read the Pfizer docs?
Here is a source for them and a group of people crowdsourcing the reading. Doctors, lawyers, & citizens who can still think for themselves.
Where does this open debate occur
Would like to join in
No, it’s factual that Avid didn’t deliver sellable product. They blamed their subcontractor.
What will be litigated is who is ultimately responsible and if failure to deliver was grounds for contract termination.
Yee calculates that the combined market capitalization of all the biotech stocks valued at under $5 billion is around $350 billion. The cash balance of the top 20 biopharma companies combined, meanwhile, is over $300 billion.
The greatest problem creating lack of trust is inability to have open scientific debate about the issues. Too many dr's have been silenced if they have differing opinions. Couple that with lack of information provided to get informed consent are just a couple of the issues causing hesitancy for many.
A lot of information coming out has been twisted if it doesn't support the approved narrative. This leads to a breading ground of conspiracy ideas as people try to figure out why these things are happening.
It doesn't help when you see inconsistency such as Walmart being allowed to stay open while the local hardware store had to shut down.
Most, if not all large corporations were considered essential, while smaller local owned had to shut down during lockdowns with many ultimately being forced to close permanently. This made many wonder about government institutions making decisions for us.
Regarding dna changes... I've seen it argued both ways. But, anything credible gets deleted very quickly and has to be posted on some off the wall sites. That's why we need open and free debate to regain public trust in our institutions.
‘Trust the Science’ fraud getting attention of Wall Street
Vaccine payload for mass genocide and dehumanization
Proof vaccine changes DNA
If you really thought Avid was the guilty party here...why would Avid be the one suing from breach of contract? Don't you think the desperate HGEN would be the one to have sued Avid if Avid was truly at fault here? In any event, HGEN is basically out of the backlog and hasn't been in revenue for a long time. This is a non-event, other than Avid might be able to recover up to $11mm in arbitration over time.
MRNA projects 2H22 boost in vaccine sales:
If you think about the body as consisting of volume contained in cells and volume outside of cells, then a drug susceptible to being pumped out of cells will have a higher extracellular concentration (lower Vd but not enough intracellular concentration to act where it is needed.
I therefore don't think that the P1 data alone is going to be enough to convince me (or potential acquirers) that there is adequate drug exposure for activity against covid. That's why I don't currently attribute a lot of value to that program. $ENTA
What technical details?
I read the guy’s dismissal of EDP-235 and it doesn’t make sense. He doesn’t state why it wouldn’t be an important drug if approved. Obviously we need efficacy data in Covid patients after safety data comes in this quarter. However, EDP-235 advantages would be significant as it would be only one pill a day and no need for a second drug to maintain Paxlovid levels high, and the drawbacks that has regarding other drugs.
In spite of this painful dump, volume is still low, 150K.
PFE's CFO did not resign—he retired at age 65 after spending 15 years at the company.
[OT/TWTR]—The $54.20/sh buyout price is unchanged from Musk's original offer. The $44B and (prior) $43B nominal deal values are rounded figures;
Twitter board agrees_to $44bn takeover by Elon Musk
Something strange is happening as NVAX isn't going down again today.
Maybe the board finally figured out it was back to dumpster without someone stepping in.
BLA resubmission accepted—PDUFA date 9/8/22 (six_ months_from_resubmission date):
Wow, ENTA has been a roller coaster recently. I look forward to the rebound tomorrow.
The misinformation spread on this page is astounding. And it costs lives. You people are not in your right minds. May the universe forgive you.
NBI up, CDMO down. So much for that rationalization!
NBI up, CDMO down. So much for that rationalization!
ARCT reports phase-3 data for self-amplifying mRNA COVID vaccine—market yawns:
In contrast to how he just kowtowed to Beijing wrt Tesla Shanghai on a much less lethal Omicron wave.
Where did everybody go? What is your next prognostication CP? Your $19 floor has been soundly breached!
Biotech bloodbath this morning after the long weekend.
NVAX gets approval today in Japan for their Covid vaccine and drops 8%, which seems to be a pattern. How much will NVAX drop if the FDA approves its vaccine?
NKTR -24%/AH on_termination_of Bempeg program following phase-3 failures in RCC and bladder cancer:
Or, management and the employees don’t like his record as a manager, with numerous complaints of racism and sexual harassment at Tesla,
My comment was strictly the fairness of giving a benefit to only a select group of stockholders.