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.
It is under accumulation with uptrend back to $8+ support area.
A sharp breakout likely when Entyce drug is launched early 2017. Big catalyst. I expect 1q17 cc to be pivotal for the company unless they ink another deal with Elanco or someone else before than.
Dew, if they manage the cash wisely, they will focus on completing RT002 global P3 trial and not raise before.
They need to salvage confidence lost from misplaced priority with RT001
Agree 100%. I have been added last two days. Seem to base finally at low 8's
Lot of upcoming catalysts and execution is darn good this year.
Not really. Cempra had this investigative trial on the plan for quite some time. They never said it's their primary value driver anyway. Kudos to Dr Prabha on exploring the potential albeit not meant to be curative. She authored few scientific papers that's peer reviewed on this topic too.
I pointed out earlier that RT001 is still on their website . Unprofessional t say the least. What the heck ?!
Thanks, Dew, I rest my case. FWIW I added more RVNC today.
Dew, while this board and other multitude of investors have lot of respect for your DD, RVNC management continue to have some ask from investors.
1. Why they have not fully disclosed yet the reasons for RT001 failure. In sofar as they pulled the plug entirely, investors might still be interested to know & understand entirety of P3 data .
2. Now the whole future of company hangs on RT002's basic science albeit prospects for multiple indications. Assuming science is solid (delivery via Trans MTS , toxin by itself and importantly both combined) execution of trials and their prioritization is big factor now. Hoping they do not screw up (delays etc).
3. Insiders buys & sells. Stock being at historical lows, few insiders buy would be great vote of confidence. If shares are cheap for knowledgable retail investors, cheaper should be for insiders for obvious reasons. Hope they show that.
4. Finally all risks are fully identified in 10Q as they add additional IND's.
All in all, hoping irrational and inefficient market has driven the stock to this low, not lack of trust on the management to deliver. FWIW I have significant position but under water after RT001 debacle.
What retail giveth retail taketh ....low volume climb usually has a sharp pull back. Not surprised
Merck does not report Sivextro sales separately. I tried to get some idea on how well sales are doing so far from ex Trius CEO Dr Stein who is active in Twitter but never received response.
I would think he would be highly interested in tracking the numbers.
Ok. Thanks <EOM>
Agree but isn't adding peptides via TransMTS adds extra duration effect ?
Slides on their website does mention TransMTS for both RT001 & RT002. Hence my question.
If I recall, TransMTS was supposed to help transport big molecule toxin underneath the skin effectively as well. So not sure why they are showcasing this system for RT002 as well. T.I.A
Not necessarily for cosmetic applications IMO. Companies always come up with innovative ideas including new methods etc., to differentiate.
My concern is the so called TransMTS peptides that failed in RT001 is also purported to be used for injectables (RT002). How differentiated this is comp to Botox in P3 we have to see.
Did the company release additional data on RT001 failure ? Still wondering for the reason - TransMTS not performing as hoped or their version of toxin.
Intriguing they are using TransMTS for RT002 which is injectable.
ITEK P3 trial is flawed in as much as not having comparator arm with timolol for statistical purposes. The Timolol arm is for study validation (?) Not sure what it proves.
FDA obviously blessed the trial design doesn't seem to care. Looks like ethical violation to me albeit close monitoring on eye pressure deviation during the trial
Would taking probiotic supplements help ?
Why are they indicating dose titration study to be part of P3 read out ? Company still not fixed the optimal dosage then ? Bit confusing
Timeline slipped to 3q end. Any reason co shared ? Thanks
Dew, if I may ask, how much would you recommend allocation of a port to such instruments ? It looks like lot time before any meaningful IT raise happens
Dew, I agree with you. It's basic Ethics 101 as well as being on the board, one cannot absolve themselves from any future lawsuits.
So BOD presence goes both ways : good and bad
Consider PETX
R/r is high now with RT001 and TransMTS failure.
Company not disclosing P3 trail data for RT001 fully is a big red flag. Commercial timeline for RT001 is far away that no hurry buying now.
Management got their priorities between RT001 & 2 wrong and now the so called TransMTS MOD may be questionable as they use this for injectable too.
Dew, if I may ask, what's your odds of RT002 success especially comp to Botox ? T.I.A
Today's results on RT001 is a bummer for sure but it questions the credibility of the management. Why 'invent' fancy platform & tout a 'technology' that purports to push big toxin molecule into the skin for topical ? If it has worked in few pts (P2) can't understand P3 failure and the decision to discontinue. So what happens to all the sunken cost in that platform ?
For injectable, they really have to show non-inferiority at minimum to Botox to hope to gain any meaningful market.
Agree. Steady growth potential and strong M&A candidate down the road.
If HC becomes president, GOP in congress won't let her pass any of her agenda. No different than Obama.
May be a good thing for bio pharma with GOP majority intact and Hillary as Prez.
RVNC - saw worthless Zacks issuing an equally worthless report today. But definitely some weak hands got hit.
Dew, I know you are LT investor in RVNC. Any thoughts ? T.I.A.
Yes! Saw this news. Glad I am holding sizable position in my LT port.
I expect Entyce and Nocita approvals as well this year.
Partnership with LLY is a great win for them.
Loud bark indeed.
PETX will do very well this year Galliprant approval today not withstanding
Dew, I hope it does but just on this CRL it has taken a huge hit esp comp to 52 w high.
May be I should use this opportunity to add and bring avg cost lot down from $67+ area.
Thanks for chiming in
I think for such stocks, cost of capital has more impact. If EGRX doesn't recover for an year or more, why lockup one's investment?
Great resource with stellar background. Right time for him to join too.
I heard RVNC CEO in recent presentation at AAD for additional RT002 data that they do have NCE that makes the efficacy duration significantly better than Botox.
Guess he was referring to the peptide you alluded to in your post.
Thanks Dew, Jbog and Lindtu for chiming in.
Didn't know about manufacturing nuances and also the ATM activity in such details. This is why this board is awesomely unique
As Lindtu suggested, averaging down on such an excellent LT proposition is great opportunity and will do so.
Head scratcher. Perplexed on RVNC slide. Is it untimely ATM or no catalysts until summer ? Also I have no idea for ATM reason when they have such a strong cash position well into 2017.
Congrads! If this board were to be on Twitter, it would be its own ecosystem of world class bios investment research
So which brand would you recommend ? Thx
Dew,
Looks more like an old hit piece but curious to hear your thoughts. Thanks
http://moxreports.com/category/rvnc/
Also Type II diabetic pts. who are on Metformin regimen need B12 supplement as former is known to block absorption of B12 in stomach from food.
Dew, are you or planning to add any stocks soon ? RVNC EGRX etc T.I.A
Wow. Big position indeed. I am sure if you wait for few months, stock will rally subject to markets. Bios are unjustifiably being punished with broader markets