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My broker will not even trade this stock. Just dead money at this point IMO.
This is a tough one to answer. I think some aspects of the technology work very well. The initial experiments with the right plastic were good. Another video about 2006/2007 showed the same process being done. I cannot remember where anymore. The problems that I see are the following
1) the types of plastics and large contaminants (wood and steel)
2) the potential for IP infringement, which required "heat transfer fluid"
3) not enough free plastic.
For a company that has a specific type of plastic that it needs to dispose of and will us the fuel in-house then this might work great for them.
As for the machines, PTOI needs to think about selling them without any massive profit sharing at this point. Sell the machines at a profit and move the company ahead. JBII's business model was to get as much money out of the idea, which I think led to losing potential opportunities. I see the change in business model in the last couple of PRs. Maybe they can at least sell processors #4&5 to get a foot in the door and show some sore of life. Otherwise, this is just a dead company with no hope of ever moving ahead. JMO
No. Never bought on EcoNav news. I felt that if someone was willing to invest another 100k to this dead stock, then there might be a moon shot in the works. Otherwise, I can always take my small loss. I have owned JBII/PTOI since 2007. Right now I have a very small position and am not worried for the potential small loss if nothing happens. Cheers.
I acquired some more shares recently just because they listed a specific date. Time will tell.
Why tie up that much money for this long if one was shorting the stock?
I think most investors are long gone. I still have some shares in the dollar range. It cost more on commission to sell them then to just hold them. They can be a tax write-off in years to comes I guess.
The second day of nice volume and price movement.
Nice volume today.
CTRV added a new director.
Options' sell dates were previously set and executed at market price.
Insiders are executing their options. That seems to be a positive.
Cheers!
A few other facts -
Moving three items in the pipeline - one for shingles, one exclusively for HBV and one that may be used for several viruses.
Lots of people working on the HBV problem
Potentially a good buyout target... Gilead
Recent merger adds to the company pipeline
Some downsides presently:
Trials are going very, very slow.
Will need more cash next year.
If they could set up a collaboration with big pharm - that would be golden $$$$
JMO
I can remember be young and wishful thinking with stocks. Hopefully you will make some money.
CTRV is not a bad stock. The real question is what has been the driver today?
Good luck to all investors.
Cheers
Good volume this past Friday.
The company has potential. I hate to say it, but a buyout might be best for the company so they can move faster with the clinical trials. JMO
Yes indeed. Payed scripts are starting to get some real traction. We might even see a pop next month due to Medicare approval deadline for Veltassa has passed late last month. Cheers!
I do no think RLYP has the cash to go a couple years and wait for awesome script numbers and EU approval. I think EU approval is at least a year away and then building that market.
The main question is what is a fair price for RLYP? I think any offers provided thus far have been too low. Otherwise RLYP would have sold itself by now. We might be in at a point where big pharm is willing to pay a little more now than a few months ago when biotech stocks were down significantly for the year.
One point of reference for a buyout is the 52-week high. They would be about $1.62B, which was lower than a share offering a few years ago. I believe $38/share would be the break even point for those investors. I feel that $1.62B offer would be too low for management to accept. Some of the tax carry-forward credits expire next year, making a deal more likely this year IMO.
Cheers!
Rlyp is probably for sale, it all depends on the price for the company. I think management is waiting to see how well the filled script numbers come in over the next few months.
Also the Medicare time line for decision or extension has passed. Thus, we might see a bump in payed scripts on Friday.
Cheers
Nice link.
As for the label, RLYP did in vitro drug-drug interaction (DDI) and found Veltassa interacted. The FDA then issued guidance for other compounds to test this effect, which includes ZS-9.
Unless ZS-9 has been tested in vitro and potentially in vivo, this compound will also get the same label as Veltassa. A second factor for ZS-9 is the salt content, which will restrict use in some patients. JMO
I do not believe the peak PPS has been reached yet. Script numbers come out next week.
I also expect the PPS to decay some from the high. The BO might take 1-2 months to complete.
What is major difference here with this news? RLYP is working with Centerview Partners Holdings LLC. They are not a small firm.
It has been tough to judge the hyperkalemia market size, which can be up to $6B in annual sales (over even greater IMO).
RLYP only needs 150,000 patients/year to have Veltassa be a billion dollar drug ($595/month treatment cost). Both ZS and RLYP have projected about 3 million people would be candidates for treatment. There are a lot more people with hyperkalemia, but not severe enough (without RAAS inhibitors) or are on dialysis (patient currently excluded).
One can do the math and project the potential maximum market. This market could be expanded to dialysis patient and pediatric in the future. JMO
A $2B offer gives $44/share
A $2.7B offer gives $60/share
AZN bought ZS for $2.7B. I think management is looking for something comparable or more even in this market since Veltassa from RLYP is FDA approved and ZS-9 was not.
Very nice. RLYP should be well for you.
I have been in since $27. The company has been positioning to either go alone or be purchased. I believe someone has finally provided an offer that the company is taking seriously. ZS was purchased for $2.7B. If someone offered $2B for RLYP, that would equate to $44/share. JMO
Yep, they added more to their pile to now be over 5%.
That punch line for sales is for the 10K filing coming in the near future. Moreover it may be a complex number - prescriptions wrote vs reimbursement by HMOs. However, Veltassa is getting traction and the product sales should only improve. IMO
A short squeeze may happen... lets wait to see what the action is today.
No, not that high. But it would be nice to be closed to $30/share. We might go higher once the 10K CC is done next month. JMO
From the expert (former FDA member) on the CC call, it is actually 11 of 12 to be correct, since the mean of two drugs were within the 80-120% range.
The outlayer is an antibiotic that is specifically known to bind calcium. Also, the drug concentration in the serum would be above the concentration needed to kill most bacterial infections. Very good CC call overall.
Just finished listening to the CC. Very positive news about the drug-drug interaction study. Someone asked about sales, but was not answered directly. Indicated "positive" outcome on patient prescriptions. All the data will be discuss during 10K CC next month.
Overall, I learned a lot this evening with how the FDA works. I have a feeling tomorrow will be a very good day for RLYP PPS.
The short report will be days old when it comes out.
It was nice to read you and others comments to better understand the short action.
Cheers!
The market is very red today. TTPH is just one of many Biotech companies down today. I am hoping for a recovery tomorrow.
What FDA results?
I have listened to the Dec 3, 2015 presentation a couple of times. TTPH will be meeting with the FDA sometime this Q to discuss moving forward. Some of the data the FDA has never seen. An NDA may be filed for cIAI. This could be expanded in the future (speculation on my part).
The SMO of TTPH indicated that they want to redo the clinical trial for UTI using IV only. Moreover, moving the pill ahead when they figure out if time of feeding was the direct cause for decreased efficacy in the clinical trail.
They also have other drugs in the pipeline.
I believe this is a young company and had a misstep with their lead compound. Now it is time for them to regroup to get it done correctly this time. JMO
Down day. Lets hope for some positive momentum tomorrow for RLYP!
Today's volume is not that much higher than the average trading volume.
The depart of two senior people now is concerning. I do not think it is because of a buyout or anything. These people would have stayed on and been payed to the end. IMO
This reorganization might be strategic... I do not known their salaries. To get product to market may take longer than expected. Cutting some of the heads (overall costs) may be occurring. JMO
Excellent presentation.
Can one of the mods stick note rusty8350 post. Thanks in advance.
TTPh is promising. I need to do more DD.
I looked at COO and see that they sold multiple times months before the drop. This is automatic trading, preset to prevent insider trading.
The law firm actions is typical for when a stock drops this much. JMO
Over 20 M shares traded today. Hopefully we will see a bounce this afternoon.
Over 16 million shares trade today.
We might have another surge in PPS later today.
Maybe.. market is open for a full session today. Cheers!
You might be right with the volume prediction, even with the market closing early today. Already traded 8 million shares within the first 33 minutes. That is just crazy! JMO
HUGE volume today with in first 20 minutes. Last two days was 1-2 million shares, yet over 5 million shares already.