Rec finished accum & now holding CTIX. I come here daily, listen more than I talk, and am grateful beyond measure for everyone's contributions.
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.
Failure with AbbVie’s lopinavir and ritonavir was promptly announced.
Here’s what a good break looks like: Inovio partner lands $11.9m contract from DOD for Corona vaccine candidate
https://apple.news/A3G4M1VZzRKym63oCpE9tJw
Brilacidin IV as was formulated for ABSSSI would be a systemic infusion, which unless I'm remembering wrongly, was noted for having raised BP in subjects.. If so, would not combo therapy with a channel blocker, specifically Amlodipine (given the blocking properties suggested by Karen in Post 288415) offset the adverse BP effect, AND at the same time, thwart the binding of the RNA to the ACE2 receptor?
If Brilacidin demonstrates antiviral properties against CoV2, it would be madness not to push it to the head of the line with its anti inflammatory bonus. Madness. Read about the inflammation quotient of this freakin disease. It’s like few things we’ve seen.
https://www.huffpost.com/entry/medical-worker-describes-terrifying-lung-failure-coronavirus_n_5e77a419c5b62f90bc4ca366
Northern Italy- Lombardi and Tuscany and also Qom Iraq. Same contract workers sent back and forth from China for their respective OBOR projects.
Thank you farrell90. Your information is very much appreciated. I’m getting information, mostly anecdotal, from veterinary circles. Comparisons are being made regularly with Corona infections in other species, and it seems the presentation of gastrointestinal distress is notable, especially when prior to, and then in conjunction with respiratory distress when determining probable severity of disease. With the GI angle being talked about lately, it doubly underscores, in my opinion, the appropriateness of Brilacidin as a therapeutic if it demonstrates anti SARS-CoV2 properties.
Disconcerting assessment from RN Debby Ann Thomas at Baptist Medical Center East, Montgomery AL. Source known personally by my wife, a DVM and also an Auburn grad.
https://m.facebook.com/story.php?story_fbid=10221879947049496&id=1283066313
This is why we need to hogtie the FDA and get these thirty some compounds tested and released. FDA already delayed approving the Corona virus test six weeks with bureaucratic red tape. A test that was fully ready in January, demanding the application be submitted on thumb drive and two weeks later demanded it be resubmitted in hard copy and then two weeks later, demanded it be tested against previous strains of sars. Trumps not a dr. FDA is, and they have hamstrung this response since day one in their pious quest for relevance in a situation where they have none.
This virus has reportedly mutated into two strains and possibly a third.
This joker’s already chalking up nearly $1Trillion in terms of federal bailout. Could be three times that before long. Money is no object for whichever pharma can take this pressure off the body politic. This is the kind of pressure that can overturn entire regimes, and pols would sell their children to maintain power. This (apart from Charmin and ventilators) is the only business to be in right now
That bizarre hail mary where China accused the U.S. of creating this thing all but confirmed to me their ownership of this virus. Up until that moment, I was open to it being a natural development, attributable in part to the abject filth in Wuhan. This thing slipped out of somebody's lab. Kinda brings me back to grade school- the first kid accusing someone of floating a biscuit was invariably the one that dealt it. Unlike the kid in class, however, those Chinese doctors who sounded the alarm died or disappeared faster than Epstein.
We need better PR props. I’m thinking a movie FX piece like the Barbasol cryo can from Jurassic Park. Something that holds Brilacidin in back-lit vials, that opens with a hiss
What are we shipping? A recipe? What do we have compounded? Do we even have any form other than B-OM formulated presently? Who is our compounder- Reddy labs out in East Jabib?
Seems all talk is vaccine rather than antiviral. Maybe it’s just public ignorance. As a consumer, I want another vaccine like a hole in my head. The swelling numbers of Americans suffering from auto-immune disorders, which any thinking person should attribute, at least in part to this unbridled zeal for immunomodulation, and the associated accumulations, unnerves me. As a consumer, all I’m interested in is a product that attacks the virus (that may come and go like a fart in the wind) biding my immune system time to develop antibodies, and then subsequently gets eliminated from the body. In my understanding, B should not be termed a vaccine, but an antiviral, giving it an advantage both logistically and economically.
Wonder what form of B was shipped. Did we have some other tangible form of B other than the lyophilized oral rinse sachets?
I believe we know what B does for the colon not if, but when it gets there from the enema data
day ain’t over yet
I’m tellin’ you, it’s because B doesn’t have any horrifying side effects like the In-Crowd drugs have. If Doc Menon had just channeled Homer Simpson and tweaked it with a pinch of Pu 239 and tobacco, the colorful mix of addiction, organ failure and death would’ve given us all the street cred we needed.
Nonsense. Clearly, the key to fast track FDA approval of INDs is ensuring heart valve damage, thrombosis, bone loss, tuberculosis, multiple organ failure, sudden death and all other form of ghastly adverse effect fodder for late-night class action attorney commercials. We’re not “on the bus” here. Welcome to Opposite World.
Perfect trial results handed down in stone tablets upon the mount may bring another penny, but would succumb to profit takers by 3pm. The only thing that would raise SP sufficient to hedge our loss is handing Leo a check for $300mm for the whole enchilada. Better yet, a stock for stock deal where we hitch our wagon to a blue chip.
Finally, a clinical trial run by people with testicles! Clearly not the typical American trial fraught with process, red tape and endless hand-wringing. Imagine what human suffering could have been abated by our illustrious biopharms all these years had we the advantage of a sensible and aggressive drug approval process..
Any word on our European meeting? or is that to be 10-Q’ed?
After eliminating the already-known, imo, PR distills to this:
1) Arthur P. Bertolino, MD, PhD, MBA, is still our President and
Chief Medical Officer.. and
2) Bertolino states there is an "independent Kevetrin paper on AML that is in submission for publication".
Not discouraging.
Pharma creates foreign subsidiaries for good reason- the chief reasons, being tax inversion and ip acquisition. I cannot fathom Leo entertaining further product acquisition at present, but I can very reasonably see him setting up, in advance, a workaround to an anticipated taxable event- not so much for us, as for a potential suitor. He is, after all, a CPA, and this is just his game. Every Pharma plays the shell game, making virtually indiscernible the geographical origins of any of its drugs with respect to its nation headquarters. So, we’re back to the curiosity of the week: why is Leo setting this thing up? My theory is, this is a prerequisite from an interested party over yonder- Something that needs to be structurally in place before said party can move forward with an arrangement. I can’t see Leo doing this capriciously. I’m waiting to see where this subsidiary might be set up. In their efforts to continually out-maneuver the insatiable tax appetites of high-tax governments, many Pharmas have created subsidiaries in the Netherlands, Belgium and Ireland. The tax advantages can be breathtaking, wherein the tax burden might leave only 6% pretax margin on the table, a subsidiary in one of these safe locales might leave as much as 30%. As Leo’s PRs go, this one was notable- it didn’t piss off quite everybody.
MFO = ? My Enigma machine is in the shop and I must concede defeat. What the hell is an MFO?
Ehrlich Leo & Helene 7846 TENNYSON CT, BOCA RATON , FL 33433-4142 Maybe you should have the Palm Beach County Sheriffs Office drop in on them for a well-being check
FDA with common sense? More people probably die due to the FDA's absurdly protracted process of validating safety and efficacy than the drugs ever stand to save once approved. If their government-speed, ergo, glacial process was worth a rat turd, we wouldn't see (a)Newly-approved drugs with a ridiculous litany of adverse and fatal side effects disclaimed at the end of every pharmaceutical commercial, and (b) we wouldn't see such a proliferation of class action suits against every drug they DID manage to vet for having killed or maimed as many people as it did. I have some ideas as to why the FDA exists...and there's undoubtedly a sea of money changing hands via that bureaucracy. As for safeguarding the food and drug industry? Only in a jittery black and white MovieTone News film. Leo clearly isn't playing the game right.
Good points, all. This is why I’ve held every share since 2013. Guys like us have a dozen other irons in the fire, and thus, aren’t the ones flapping their jaw. Ultimately everything rises or falls on its merit.
Particularly liking the Evonik/Lilly affiliation
Evonik looks to be a respectable outfit. Kudos to Leo and Dr. B, et al for selecting a compounder that has a U.S. presence. I was pessimistically prepared to find this company to be some 3rd world low-bidder. Quite the opposite.
Has the next shareholder mtg been scheduled?
'cant help but to keep imagining a panic-driven bidding war for Brilacidin. Bugs such as Klebsiella- resistant to EVERY AB currently available, including Carbapenems, are deeply frightening. Bacteria developments like this scream that demand for this and ANY marginally efficacious, new compound could spike at any moment. Epidemics make for lucrative fiction because they tap into humanity's worst fears. Instead of an internal catalyst, it may well be an external one that cracks the barnacles off this stock.
Thank you for this post. If only the top line authors could compile these facts in such a cogent, functional, sensible manner..
Does this MOA sound familiar?
(AND I wonder if B has been pitched to the military’s "Defense Threat Reduction Agency")
I told mine. She's the Dr and she likes the platform as much as I
I am surprised by these interim evaluations of B-OM rinse- I did NOT expect such results given the non-systemic infusion of the drug to a mucus membrane. I wrongly predicted absorption/bioavailability of this molecule in this environment would be a fools errand, but early data says otherwise. Good grief, the simplicity and ease-of-use will blaze its own market! B-UP has me on the fence: An enema or two each day? Being an IB case myself, I'll deal w the symptoms before administering the treatment. B-OM, however, will sell itself. Its idiot-proof, its instant gratification, and that's just what the public craves. What's more, we have 2 such drugs, with umpteen potential indications, each.
Bull broke its chain, yes. Bears, watch your six.
Without solid evidence as to pumping, its pure speculation to assign motive. One could just as easily say Mako is merely a paid agitator whose media attacks serve to delay/damage a fragile start-up before its IP becomes a competitor- Think C*LG and Otezla: what a fly in the ointment CTIX could be. Cheaper to pay an agitator pr firm (prob less $ than a single tv spot) to sink 'em w bad press than to buy out their IP. Odds of successfully sinking a cash-strapped biotech using this method might seem significantly better than odds of recovering the cost of a buy-out, especially w/ such scant data. We'll never ID Mako- and even if we did, it'd be Whack-a-Mole. Gotta take our hits and conserve our strength to slide a compound to base.
Celgene's balls to the wall w/ Otezla ads. Ad campaign alone dwarfs our trial budget. If I was them, I'd be conspiring to either torpedo CTIX or buy it out. They're hanging on our results even more than we, I think.
Gorgeous new 30sec PSA from phRMA, a Biotechnology lobbying group
I imagine there's an ocean teeming with INDs out there ALL clamoring for BP's attention. Posters alone won't carry the day- lots to be said for connections and networking when you're standing w the rabble at the rope line. Dr B was a good start..
Aruda was willing to fight for those shares. Speaks to future value, imo. Awarded shares are tantamount to found money, so I could see selling 1/2 and holding half. That Arudas are still holding speaks again. That Menon seems content w/ what's left of his position is comforting.