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Along with this one:
? 179M cases of acute gastroenteritis in the US1
• Result in ˜ 600,000 hospitalizations annually
• ˜ 5,000 deaths annually
? Direct and indirect costs of acute gastroenteritis to the US healthcare
system alone is estimated at over $4.0 billion of which over $3B
are in direct medical costs
? Current US Rx gastroenteritis market is estimated at ~$1B, CAGR of
6.1% (driven by population growth and minor price increases)
? U.S. Rx gastroenteritis market in 2026 is forecasted to increase to
~$1.8B
(growth beyond population will be driven by price increases
(~5% annually) and launch of new products)
These 2 slides from today's call say it all.
• BEKINDA® 24 mg is beneficial in the treatment of acute gastroenteritis
and gastritis and can provide 24 hours of relief to dehydrated patients
who present to the Emergency Department with frequent vomiting
• The study shows that placement of an IV is not necessary to treat
moderate to severe vomiting from gastroenteritis
• With the use of BEKINDA® patients can orally and comfortably self-
rehydrate until resolution of the viral syndrome
• BEKINDA® 24 mg was also shown to be safe and well tolerated in patients
with acute gastroenteritis and gastritis
• If approved for marketing by FDA, BEKINDA® 24 mg could become the first
5-HT3 antiemetic drug indicated for the treatment of acute gastroenteritis
and gastritis in the U.S.
• The use of a long acting oral agent to treat AGE may represent a treatment
paradigm shift
• BEKINDA® 24 mg may become the new standard of care helping us treat
patients with acute gastroenteritis and gastritis quickly and effectively in the
emergency, outpatient and home settings
It would possibly have been better had the placebo results not been so good .
These are top-line data ... full read-out should provide more insight (though not necessarily in a positive way). I'm banking (literally) that full results will be just as good or better. But this was an excellent start.
RHB-104 for Crohn's is also due soon, which if positive, will certainly have a dramatic effect on the share price, IMO.
Picked up some more on the dip just now, as this readout was a really positive development and bodes very well for the future of Bekinda.
The sins of staying sufficiently funded, limiting dilution, advancing multiple drugs through trials, and engaging in discussions with BP about partnering?
You're right -- "one single professional investor cc doesn't change anything". But solid preliminary results should. And if they don't, then a partnership announcement will (which is a shoe-in IMO, if results are strong).
Q3 results will be defining!
Agreed. They have struck good balance of optimism and professionalism on this call when referring to the potential of partnership. It seems like, should top-level results be in-line with the past results, partnering will happen this year for at least one indication of one drug.
You must be on a different call. I find the call to be well organized, and I found the remarks of both Mr. Ehrlich and Bertolino to be well-prepared, and professional.
The point of the call is to provide an update to investors, and take questions, not to boost the share price.
I'm quite pleased with what I have heard, and excited about top-line results later this year that could change the game entirely for the company and for its shareholders.
Investing like an ostrich is sound investing advice for long-term investments: do your DD, establish a core position at a price you're comfortable with, follow the fundamental company progress, but bury your head in the sand and ignore absolutely all drivel from messages boards pundits over the months and years as there's often very little wisdom there.
Still holding here for what could be a breakout summer/fall. In the event of any less than ideal trial results, I may shave some holdings, but will keep a core position as RedHill has many irons in the fire and several of them are blockbusters.
Of course it's "OK". 8% in a day, 20% in a week... this is hardly exception for an OTC biotech stock. Nobody who invests in (or trades) these types of stocks is surprised.
I bet there aren't many people here who haven't bought an OTC biotech and seen at least 50% of their holdings' value eroded for at least _some_ period of time. But if you don't sell, you didn't lose. And 8% up in a day, or 20% up in a week are just as common.
Know what you buy. If you do, even a 75% (temporary) paper loss is nothing to freak out about.
Save the freaking out for when you don't have any spare funds to buy more.
Same here .. bought my first shares north of $3.50 and averaged down to about $1.20 now. I'm tickled pink about my holdings, and don't much care what the share price does in the short term. Long CTIX.
My investment style is very different from most people here. I don't trade, I invest long term (up to 10 years). My average is actually closer to $3.70, and unless something terrible happens to the odds of a commercial success, I will continue to hold my position. I'm not interested in "getting my money back" -- I invest what I can lose. I'm interested in 5-10x gains.
The same question could be asked of ANY stock that rose 200%, 500%, or 1000% over a relatively short period. But it happens all the time, and it's usually because there is still too much risk for most investors, and the rise is fueled by speculation or an event that de-risks the investment. I'm expecting the latter will happen in the next 6-12 months.
Buying shares in KTOV is not without risk. But stocks with low risk can't yield the same potential gains.
The one that successfully applied for and was granted a $2 million waiver for the NDA filing fee
The one that ran a trial that met FDA's bioequivalence requirements.
The one whose members include:
* a former FDA medical officer, with over 20 years experience as a drug development consultant for major pharmaceutical companies, including Pfizer, Roche, Pharmacia, Warner Lambert and Searle, and
* a former FDA chemist with over 15 years experience in drug development and consulting for multinational and emerging biotech and pharma companies
I think they'll manage to file the NDA just fine, without rejection.
The investigation seems to have come about from a legitimate concern, but doesn't appear at this stage that anything negative will come of it.
"This company never file NDA before, I suspect that rejection from FDA would happen."
You must be unaware of background of the company's management team, or have a vested interest in discouraging people who read this forum from buying KTOV shares.
ADRs are a "con" instrumented by the company? Really?
Coloured solar panels to be installed on buildings across Dubai
Found this article from about 2 months ago:
https://www.venturesonsite.com/news/coloured-solar-panels-to-be-installed-on-buildings-across-dubai/
More of the same though:
discussions with different authorities and companies across Dubai are in the final stages
will soon be installed on buildings across Dubai
eyeing a strong growth amidst a massive potential
I've all but given up hope of a turnaround here. CEO hasn't released anything in 2 years, SEC filings are non-existent for the last 1 year... Copenhagen school was way under-hyped IMO.. just not sure they'll ever get the traction they deserve.
And since then Musk has his own solar roof (colored!) which is reported to be less expensive than traditional tiles. Has the window of opportunity closed on Kromatix and SwissINSO?
If nothing else, it would appear that the company expects (without outright predicting it) to be cash-flow positive this year. Huge upside for the share price in 2017, IMO.
And then a license agreement expansion today with an existing customer who is a "leading component vendor" in the Chinese market ... nice!
I increased my position today.
I read the transcript of the earnings call yesterday. For the first time, they have provided concrete numbers about revenue possibilities for their current contracts, but have still refrained from providing guidance.
Sounds like current contracts would generate some $25MM annually for Resonant. Anyone confirm or have a different analysis? I'm assuming 10% royalties.
Today their designs cover 10% of their existing customers' markets, and less than 5% of the TAM. So while $25MM is not amazing, its a decent start and could easily be 5x that in a couple of years...
(underlining by me, transcript from SA)
I certainly don't mean to suggest than Hanbali is anything other than genuine and honest. In fact in my limited communications with him I've found him to be transparent and open, and I belive with conviction that he intends to turn around the business, and he's been working very hard over the years to do just that.
He's long since said his objective was commercialization, and that requires him to put his time into the JV. I guess I'm just growing weary of the lack of formal updates and legal obligations vis a vis shareholders of SwissINSO, where we have our money invested.
Good idea. I just did that too.
There isn't much to go on lately, they're not making a lot of noise. I keep seeing articles pop up about Emirates Insolaire's "new" opaque panels, and how they're going to be all over sky scrapers in the middle east, but no material updates from the CEO. They're still behind on their SEC filings, and the last time I heard from Hanbali he said that he'd issue a shareholder update once filings were caught up. That update is now 6 months overdue.
The cynic in me fears the Swiss entity (the US listed entity) might declare bankruptcy, and it's IP be swept up by Emirates Insolaire for a song. Clearly this would wipe out shareholders. Hope I'm wrong and that Hanbali is true to his word.
I guess nobody ever made a great investment by betting on the ethical integrity of a CEO.
Thanks, I'll have a read.
Nice action today -- is this the NEC announcement about the 50MW storage project? They use Ideal Power inverters, if I'm not mistaken (would be ~ $10MM of orders for Ideal).
Anyone here listen to the earnings call? Anything newsworthy announced? Any revenue coming in 2017?? Any VFD or B-TRAN progress?
Thanks! Just listened to it. I love a few minutes into it, when CEO Dr. Ben-Asher says "this is not your typical pipeline for a $150MM market cap company". How true.
RedHill remains my most promising position, as well as my largest.
I didn't know of any call scheduled for today. Nothing listed on their website. Is there a playback/recording available that you know of? Thanks for the report!
Anyone on the call? Will have to listen to the replay. Agree that this is momentus and a very strong sign of things to come IMO.
The company said on the call last week that "out licensing" was their intention, not an outright sale. If that's the case, I fear a deal may not come before the NDA is approved. Thoughts? I initially took a speculative position here as I thought a sale would be pursued, but sounds like they won't flip this particular drug. In which case, while it still could make for a compelling investment, the timelines are completely different.
Agreed, not very enlightening for those of us eager to learn of their plans for KIT-302. I thought I caught them saying something about their "out-licensing strategy" when referring to 302 -- anyone else catch that? Is that the first time we hear specifically that they're not seeking to sell the asset outright?
The news on the oncology acquisition was very encouraging IMO, and they clearly have a finely-tuned idea of how they want to commercialize this drug. But it's not going to lead to any near-term events which could cause an up-tick in the share price, I'm afraid.
Yet more close-ups of the building. Hard to understand why this hasn't been picked-up more broadly.
https://plus.google.com/photos/112284386908682040090/album/6377684489351038353
I pared back my holdings last year with great hesitation as I was selling at a 30-45% loss, hoping to get back into IPWR in time. But I never suspected it would continue down to these levels.
Despite heavy competition in the inverter market and clearly them not getting the market penetration they expected (and deserved), I suspect the VFD and B-TRAN aspects of the business can create significant value longer-term.
I locked-up my IPWR money in other investments, otherwise I might be getting back in at today's prices.
Still bullish, but I guess I've extended my horizon by 2-3 years.
Good luck to all longs.
Agreed. Well run company with a robust pipeline including several potential blockbusters, excellent trial results across the board so far, near term (modest) revenue from NDA-approved product, and a hovering under $200MM market cap. Seems like a very decent long-term investment.
I'm not sure I'd refer to the entities responsible for a sagging share price today "the market". I don't think "the market" does not believe Leo. I believe a (relatively) small number of traders are responsible for the short-term direction of the share price of many unprofitable OTC-listed companies.
After all, if "the market" doesn't believe Leo, why did it take the PPS above $4 a couple of years ago?
But there is a real "the market" and it will wake-up to the potential of CTIX very quickly should good news come as many here expect it will.
Because it would be majorly unwise for the CEO of a microcap OTC pharma to suggest his company will be worth 100x more than the current market cap with the results from a single clinical trial of one drug. No matter how likely it really is.
CEO's steer the company, not the stock price. Shareholder "value" does not correlate to share price fluctuations (which are mostly driven by perception, supply and demand, and broader market factors).
Value has definitely been created here over the past 12 months, IMO. If the PPS has moved in the opposite direction, I consider that a good opportunity to increase a position.
Some great high quality photos of the Danish school building posted on Google+ by a director of Emirates Insolaire: https://plus.google.com/u/1/photos/112284386908682040090/album/6361183893776069473/6361183892409892162
If you don't consider RDHL as a compelling buy and hold today, please would you point us to a stock that you do?
Personally, this is one of the most compelling investments I've come across in years.
That could work for a very few luck people who time their sale wisely, and who have been buying under a dime. But all the prior PIPE and pre 2012 shareholder who bought in the dollar+ range .. it won't "work for them"
IMO there won't be enough sustained buying for most people here today to get out. Good luck to you, if you manage it (assuming they sell something, someday).
Pyrolysis is dead - the window of opportunity was almost decade ago and Bordynuik knew that hence his idea to pretend he had found a formula for a catalyst that would make it a viable business.
Since then, solar and wind prices have dropped and are now both cheaper than coal. Peak oil is behind us, and prices will stay far too low to make P2O a viable business.
The only hope the company has of selling a processor is for environment waste clean-up reasons, and would not be for generating profits, but reducing plastic waste. And because of that, they'll never sell more than a dozen and they'll never turn a profit.
Same.. added 2600 today, well below my average price. Things are shaping up very nicely at Cellceutix -- the past year they really pulled up their socks with the hires and their focus. Should the P trial yield decent results, it will be a significant inflection point for the company and the share price.