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Thanks!
Anyone have call info?
Problem with your theory is that docosapentanoic acid is not the same thing as eicosapentanoic acid.
Can you post link as I haven’t seen that?
Thanks!
Maybe it’s because they are the booking agent for Acasti. Acasti is gonna need cash soon...
https://www.streetinsider.com/dr/news.php?id=14674942
Opp. also initiated coverage on Acasti in July with a $7 target.
All seems pretty transparent when you consider these facts.....
Here’s another puzzle piece to add to the speculation....
https://patents.justia.com/assignee/mochida-pharmaceutical-co-ltd
Sts66...saw on SA you were trying to find out how many patients were diabetic in the R-It trial.
59% total were with 30% having a CV event prior to enrollment and 29% were primary prevention. Found the info in the NEJM reprint
Got it! Thanks for the update
Phantom,
Wasn’t the AML IND filing supposed to occur in Q3?
I’m assuming it has to be close at this point but wasn’t sure if you had reached out for clarity. If you have not let me know and I’ll shoot an email.
Glad the dietary O3’s are lowering your trigs. The question really is will it lower your risk for CV events? The R-It trial illustrated that lower trigs were not tied to the event reductions in the study. If DHA impedes (which it does) the cardio-protective benefits of EPA, is lowering trigs really what you need to be concerned about?
https://www.sciencedirect.com/science/article/pii/S0005273616303297
They cannot buy if they are in a blackout period as they would be barred from trading securities...
PH is presenting at the CAR-TCR Summit
https://car-tcr-summit.com/program/post-conference-focus-day/
He’s presenting on the post conference focus day at 2pm. Is this a big deal or more or less a non-event given it’s post conference? It seems there are multiple presentations happening at the same time that day.
There not a lot known about the compound. This version is a once daily dosing and the bioavailability factor is supposed to be higher due to it being self-emulsifying. Can’t find additional details though. As long as EPA blood levels are the same as V, I would think it should be looked at as an extended release version of V. Thoughts?
Also, this could extend the life for Vascepa on the market as well right? Especially if there is some other unknown component that has additional clinical benefits...
Sorry if this was posted, but did anyone see this has been updated???
https://clinicaltrials.gov/ct2/show/NCT03693131
Looks like it completed June 29, 2019. Results should be coming out soon. My guess would be the next month or so.
Thoughts on this new version of EPA?
I often wonder should Marker have disclosed how cost effective the therapy is to manufacture. Seems to me like they have essentially let everyone know you can undercut the cost of other therapies.
Plus the lower price May lower expectations for revenue generation potential. Random thought but figured I would share with the board.
And the next data for ovarian cancer in Q4 is interim as well.
I would have to look but does anyone know off hand when we will have a PII trial reach primary completion? Seems like I remember fall of 2020 but it’s been a minute since I looked
Given the cost compared to alternative therapies and if the data shows positive survival, I could see a potential ICER review way down the road after completing a PIII trial (given its positive in nature)
I agree with that 100% and I am long both names. Currently holding 20k shares of Amarin and I have 10k ACST. The plan is to have 20-40k of ACST before it’s said and done
I expect pull backs but I also expect several more runs. With AMRN expecting a multitude of different announcements between now and end of the year there are still a lot of things to push this higher. Plus you will have pre data run up as well.
I believe positive news for AMRN will price to be positive for ACST.
Nice find poods! This patient had 16 months of Folfirinox followed by the same maintenance for the next year. That puts things in perspective!
Article Abstract:
“Metastatic pancreatic adenocarcinoma confers a poor prognosis. Even with recent treatments, complete response of the disease is still very rare. In this case report, we present the case of a 67-yearold male with metastatic pancreatic adenocarcinoma who achieved a complete response lasting for more than three years after receiving induction chemotherapy with FOLFIRINOX for 16 months followed by same regimen maintenance for one year. Therefore, this evidence-based approach is recommended for highly selected patients with sustained responses to chemotherapy.”
At this point the longer it stays here, the longer to accumulate ??
Thanks for your insights Phantom! I share many of the same thoughts you do as well but it’s always nice to have someone clarify for my own self check to the viewpoints I have.
I took the opportunity to add 1,000 shares today. May add again if we dip lower. My opinion we may see some re-evaluations occur within the next few weeks from analysts (possibly new ones as well) since most probably did not have PC data included in the originals evaluations.
Phantom, I and I’m sure others would like to hear your take on the updated results and the conference call.
I recorded the call but have not had time to play it back yet.
Jeff4, you are correct in that at these types of conferences the presenter must be fair and balanced.
Essentially, they must remain middle of the road to be seen as unbiased to results from their scientific peers. I have attended quite a few medical conferences in which the results being presented are outstanding, yet the presenter still states scientific facts without showing favoritism toward therapy.
Agreed but keep in mind Marker does not need the cash as they are funded through the end of 2020. So things are still ok in that respect at the moment IMO.
This should be a sticky...
Thanks for that info!
Roger that! Hope we see the PR today with full updated data and not have wait until Monday pre-market.
The data released yesterday versus what we see from today’s presentation should have an additional 3 months of data correct? The abstract was submitted In April correct?
Picked up Aug 16th $10 calls... :)
Did the conference call time on Monday change? Looks like it’s now at 8:30 am EDT on Monday July 22nd...
https://finance.yahoo.com/news/marker-therapeutics-host-conference-call-110000799.html
Thank you for that information!
Someone correct me if I am wrong but I thought at least 13 patients dosed so far in the trial? Or do we really know ?
I would think someone with warrants would be prohibited from shorting with those shares as it would violate contractual agreements for the warrants.
Thoughts?
I’ve been in since TPIV but was not up to date on everything until the last 2 months when I started catching up....and adding to my position. Dominos are closer to falling into place now ??
Good to see you on the board!
Partnership is more likely at this point IMO....
A+ post! Spot on!