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LPTN - I think i may hold onto my shares even after the Flextrade completes. See link below.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=77768167
BUCS getting some volume.... but not the right side.
LPTN - .91 nHOD HITS.. going to fall.
LPTN - .91 nHOD HITS.. going to fall.
PDGO - .0166.. Nice nice call Flexologist
LPTN - .90 HOD hitting. Moving up steady!
LPTN - .90 HOD hitting. Moving up steady!
LPTN - .89 ~ Nice size hits.. HOD @ .90
LPTN - .89 ~ Nice size hits.. HOD @ .90
Agree. The offer is very thin and should not take too much to get DUSS moving back upward. IMO
Thanks. The DUSS offer sure looks very thin and should not take too much to get it going hard again. IMO
DUSS - .0016 up now.. coming back!
DUSS - .0016 up now.. coming back!
Added some DUSS on this dip @ .0011.
Added a bit more DUSS at .0011 on this dip.
LPTN - .889 Hitting.. Looking to test HOD @ .90
LPTN - .889 Hitting.. Looking to test HOD @ .90
LPTN .885 UP & hit ~ Offer very thin.
BFGC - .33 x .37 UP ~ Nice support on bid.
IDOI - .703 UP ~ Very thin to HOD @ .715
LPTN ~ Very nice article ($710 million MC for LPTN is $9.63/share)
Lpath (LPTN.OB), the leader of lipidomic-based therapeutics, is one of Morgan Joseph's top biotech picks - and for good reason. The company has several catalysts in play that address - and possibly cure - unmet medical needs. Developing monoclonal antibodies to target bioactive lipids through its ImmuneY2 platform technology, Lpath is, in my view, easily on Pfizer's (PFE) takeover radar. Here's why Morgan Joseph believes the company will hit $8 in less than 18 months from now:
Lpath's lead product, iSONEP targets sphingosine 1 phosphate (S1P) to treat wet AMD (age-related macular degeneration), RPE (retinal pigment epithelium) detachment, and diabetic retinopathy. Around 50% of the elderly, or 1.5M in the United States, suffer from a condition in which blood vessels grow in the back of the eye to create a leaky faucet. Currently available drugs Lucentis and Avastin, owned by Genentech of the Roche Group (RHHBY.PK), only treat the symptoms over an effective 30 - 60 days. iSONEP is much closer to a cure, as evidenced by past studies.
In the Phase I trial, the candidate met primary endpoints for tolerance and also indicated an ability to mitigate retinal thickness and regress lesion, among other significant biological effects. In 2 of the 15 patients, RPE detachment was completely resolved. Average reduction of the faucet was 76% - far better than what Lucentis and Avastin have shown. Moreover, Lpath was only allowed to dose once, which limited the ability of the candidate to showcase its efficacy. Currently, the company is partnered with Pfizer in developing iSONEP.
In 2010, Lucentis yielded around $2.9B in revenue from ~270K patients. Each patient needed to be injected an average of 5.5 times per year, which comes out to an annual cost of $10,725. Avastin, which has a majority of the market, treats around 675K patients. Overall, the market size is expected to grow by a CAGR of around 10% over the next 13 years, reaching more than 3M patients by 2025. This positive trend will be driven by the baby boomer generation.
To value iSONEP, we make several assumptions. First, we assume that the treated population only grows by a CAGR of 5.8% from 2017 to 2034. Then we consider that the average price per annual patient dosing trends from $9K to $3K over that time period as royalties hover between 10% - 16%. Adjusting for the ramp-up factor and discounting backward by 15% yields an intrinsic value of more than $670M. Morgan Joseph finds the drug candidate worth $710M on a risk-adjusted basis with a peak global sales target of $3.6B.
Aside from iSONEP, Lpath has favorable risk/reward in other areas of its pipeline. ASONEP, which also targets S1P, completed the Phase I trial in cancer patients where it indicated solid tolerance and produced significantly stronger results than Avastin. The company is aiming to begin Phase II in July 2012, off of this solid momentum. Adding in both Lpathomab - which targets a bioactive lipid involved in central nervous system diseases - and ImmuneY2 to the mix, Lpath is a prime takeover target.
Facing a major patent cliff, I believe that Pfizer is in a desperate position to catalyze its pipeline. While recent quarterly results were strong across the board, investors are still weary, in particular, about Lipitor's patent expiration. Morningstar anticipates that sales will be roughly flat over the next few years, hence the company trades at 19.6x past earnings but only 9.1x forward earnings. With a historical 5-year average PE multiple of 16.6, however, the opportunity for value creation is significant if management can only dissipate investor fatigue. Acquiring Lpath would thus represent a meaningful step in the right direction.
http://seekingalpha.com/article/412101-why-morgan-joseph-expects-triple-digit-gains-for-this-pfizer-partner
LPTN ~ Very nice article ($710 million MC for LPTN is $9.63/share)
Lpath (LPTN.OB), the leader of lipidomic-based therapeutics, is one of Morgan Joseph's top biotech picks - and for good reason. The company has several catalysts in play that address - and possibly cure - unmet medical needs. Developing monoclonal antibodies to target bioactive lipids through its ImmuneY2 platform technology, Lpath is, in my view, easily on Pfizer's (PFE) takeover radar. Here's why Morgan Joseph believes the company will hit $8 in less than 18 months from now:
Lpath's lead product, iSONEP targets sphingosine 1 phosphate (S1P) to treat wet AMD (age-related macular degeneration), RPE (retinal pigment epithelium) detachment, and diabetic retinopathy. Around 50% of the elderly, or 1.5M in the United States, suffer from a condition in which blood vessels grow in the back of the eye to create a leaky faucet. Currently available drugs Lucentis and Avastin, owned by Genentech of the Roche Group (RHHBY.PK), only treat the symptoms over an effective 30 - 60 days. iSONEP is much closer to a cure, as evidenced by past studies.
In the Phase I trial, the candidate met primary endpoints for tolerance and also indicated an ability to mitigate retinal thickness and regress lesion, among other significant biological effects. In 2 of the 15 patients, RPE detachment was completely resolved. Average reduction of the faucet was 76% - far better than what Lucentis and Avastin have shown. Moreover, Lpath was only allowed to dose once, which limited the ability of the candidate to showcase its efficacy. Currently, the company is partnered with Pfizer in developing iSONEP.
In 2010, Lucentis yielded around $2.9B in revenue from ~270K patients. Each patient needed to be injected an average of 5.5 times per year, which comes out to an annual cost of $10,725. Avastin, which has a majority of the market, treats around 675K patients. Overall, the market size is expected to grow by a CAGR of around 10% over the next 13 years, reaching more than 3M patients by 2025. This positive trend will be driven by the baby boomer generation.
To value iSONEP, we make several assumptions. First, we assume that the treated population only grows by a CAGR of 5.8% from 2017 to 2034. Then we consider that the average price per annual patient dosing trends from $9K to $3K over that time period as royalties hover between 10% - 16%. Adjusting for the ramp-up factor and discounting backward by 15% yields an intrinsic value of more than $670M. Morgan Joseph finds the drug candidate worth $710M on a risk-adjusted basis with a peak global sales target of $3.6B.
Aside from iSONEP, Lpath has favorable risk/reward in other areas of its pipeline. ASONEP, which also targets S1P, completed the Phase I trial in cancer patients where it indicated solid tolerance and produced significantly stronger results than Avastin. The company is aiming to begin Phase II in July 2012, off of this solid momentum. Adding in both Lpathomab - which targets a bioactive lipid involved in central nervous system diseases - and ImmuneY2 to the mix, Lpath is a prime takeover target.
Facing a major patent cliff, I believe that Pfizer is in a desperate position to catalyze its pipeline. While recent quarterly results were strong across the board, investors are still weary, in particular, about Lipitor's patent expiration. Morningstar anticipates that sales will be roughly flat over the next few years, hence the company trades at 19.6x past earnings but only 9.1x forward earnings. With a historical 5-year average PE multiple of 16.6, however, the opportunity for value creation is significant if management can only dissipate investor fatigue. Acquiring Lpath would thus represent a meaningful step in the right direction.
http://seekingalpha.com/article/412101-why-morgan-joseph-expects-triple-digit-gains-for-this-pfizer-partner
Very nice find on LPTN...
Yep.. The way it’s supposed to be done.
DUSS - .0014's hitting
EMWW - .0013 x .0014
LPTN - .87 Hitting, but .90 HOD HIT!
Yes indeed.. a great way.
Great way to start the week. Time to bring home more bacon$$$$
Agree. Not worried at all on this DUSS dip.
Same here JRT. DUSS too cheap down here to be selling.
LPTN - .87 UP NOW, but .90 HOD HIT!
MDMC - .257 UP NOW.. BIG HITS on the offer!
DUSS .0015 is up now on mine as well after the seller @ .0014 flashed.
MDMC - .24 HOD Hitting - FLEXTRADE DONE! ~ UP 60%
Looks like someone trying to get them sell cheaper, because they moved to .0014 for a short time.
DUSS - .0014 UP NOW!
MDMC .232 Hitting 54.67% UP TODAY
MDMC - .2298 ASK ~ UP 53%
DUSS - .0015 ASK ~ Offer looks to be very thin