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Eastern Oregon not usually mentioned anywhere....I live in EO a mile from the Snake River and wake up looking at OR and ID in distance. Boise 40 minutes as the crow flies or a 2 hour drive.
I do not care what time zone I am in as long as it doesn't change. Thankfully we have seen our last Fall Back.....
Thank you Dew.
Surprised to see no comments on SAVA in ALZ. I only know that I took a huge flyer in the calls this morning and they are doing fine but have no idea if Sumifilam is considered cutting edge or also ran....
PIRS:Lots of inflection points coming with major partners at decision windows. Most curious to me is the Roche IO collab. It was their first one in 2015 and is up Jan 18. Suspect major sp move either direction based on extension/new deal or termination.
They have structured their business model for success. There is really no top end. Stephen Yoder huge +
PRS-060 partnered with AZ in Asthma will be dosed this qtr = $12.5M milestone. Could own the massive Asthma market. I'm not the only one that thinks so
Cancelled their ATM early this year as well.
I believe that Anticalins will play a role in the cure of many diseases. Groundbreaking. PIRS owns 100% of the IP.
PIRS=generational wealth potential imo
Congrats Dew. Each one of those posts has contributed to wealth creation for your followers. I can directly attribute $700k+ of personal wealth to several of your ideas. Should have been more, but that was my fault.
Regards,
G$
Well looks like I dodged a bullet. The website doesn't seem to exist anymore.
Couple of years ago I was offered equity in a friends and family round of Cielo Therapeutics. The JMP analyst Mike King is a co-founder and he intro'd me to Ben Palleiko, another co-founder. I did't take the offer but Cielo is still private and may be an oppy.
It's a start.
Pieris
I'm only interested in making you wealthy(er)
http://content.stockpr.com/pierisag/media/7e601bba483f666ff91812819648df1d.pdf
Amazing stuff that Pieris considers 'clinical validation'
Stephen Yoder is what all biotech CEO's should be.
Ok. Thanks
Well I dont know what the actual textbook def of PoC is but, I'll buy yours. As a note though, results of the trial showed activity against the target. Granted, nobody knows to what extent.
Either way, we will have 'definition' data shortly.
Pretty positive the PCSK9 will be re-partnered. Wasn't much worked into models so no expectations I guess.
I am overly heavy in PIRS $1.69 to $3.75 yesterday
Thanks for the input
PIRS From 8-k 2014
We believe that the drug-like properties of the Anticalin® drug class were demonstrated in a Phase Ib clinical trial in solid tumor patients of our anti-VEGF-A Anticalin-branded drug candidate, PRS-050, designed to inhibit blood vessel growth in solid tumors. VEGF-A is a protein that induces growth of blood vessels, and anti-VEGF-A drug aim to inhibit the blood supply to solid tumors. In a multi-ascending dose trial performed under governance by the German Federal Institute for Drugs and Medical Devices (Bundesinstitut für Arzneimittel und Medizinprodukte, or BfArM), PRS-050 was shown to be generally safe and well-tolerated, and we were not able to detect any anti-drug antibodies, or ADAs, following administration of a total of 144 doses with five or more doses to 17 patients. We believe that these results demonstrated that there was no apparent immune response against PRS-050. Furthermore, dose-proportional pharmacokinetics, pharmacology and biomarker activity were observed in the trial, which we believe demonstrates that PRS-050 engaged with its intended target VEGF-A in those patients. While we have not advanced development of PRS-050 since that time for strategic and business reasons, we believe that the positive results from this clinical trial generally support continued investment in our Anticalin drug candidates.
I Don't know if it's in the clinic but, that isn't the point.
No PoC was the comment. I just showed there is.
PIRS POC
http://ir.pieris.com/press-releases/detail/254/pieris-announces-results-and-successful-completion-of-its
Courtest of @dhovekamp42
Per CEO Yoder, 9001 wont become part of company focus. Makes econ sense for DS to give it back given recent lack of excitement for PCSK9
I assume a re-partner in the future because like SY said 'We're pretty good at partnering"
Do you have a Pieris position yet Dew?
PIRS
https://finance.yahoo.com/news/pieris-pharmaceuticals-astrazeneca-collaborate-develop-060000091.html
Still so undervalued.
.....then you may be of the belief that he was giving the Republicans their own noose to hang themselves with because of their ineptness
Zero doubt there was no intent by DT for the AHCA to pass. Wants Ryan resignation and allowing Obamacare to completely collapse slapping the Libs in the face.
DT is crazy like a fox
Pieris:
Strongly suggest listening to the quarterly. Stephen Yoder, in his pipeline update mentioned briefly, the I/O Tetra-Anticalin @17:30-17:45. The Roche partnership. (interested in what others heard there)
So, not bi-specific mAbs but multi-specific Anticalins
The 600 lb Gorilla in the biotech room.
877-660-6853 (US & Canada) or +1-201-612-7415 (International) and providing the Conference ID #: 13657695.
I see biotech as a creator of a drug. The drug cost x amount to create and most often a Pharma will license/buy it and give it a cost related to the size of the market and not the cost of discovery.
but the potential payout is limited or lowered by restrictions on pricing,
Im not sure that is the case yet. Drugs will eventually be priced by their ability and not what it costs to create me thinks.
Might be because Biotech and drug pricing are barely related
I guess it hasn't happened yet. It would also surprise me.
Can you point me to that filing?
Thanks
Thanks. I enjoy doing the DD. Many partners with control of the data for the most part. That is a challenge in itself
The biochem question is something I will have to do DD on...and I dont mean only the question, I mean the terms in the question that I will have to look up :) Greatly interesting.
IR may be able to point us in the right direction. I'll ask
Any evidence for antibody formation, in either primed or naive individuals? Have you seen any toxicology reports from primates?
I have not seen Antibody data being mentioned but there is not a lot of PIRS data out either. Have you?
I have not seen primate data. I do know they have recently -2016- received milestones for initiating primate studies.
I dont want to play stump the chump so hopefully these werent loaded questions.
Thanks for the questions.
RR,
My primary interest in Pieris is based on the Anticalin IP and capabilities. Not so focused on individual programs.
Can you imagine being able to create a multi-specific drug that brings its own capabilities AND assists a mAb in binding to targets(plural)? Or create a Tetra-specific Anticalin and maybe no more mAbs?
Anticalins are much smaller than a mAb and therefore the potential exists for inhalable drugs. Could be a game changer on it's own. Dunno. Just an example.
Specifically for PRS-080 and ASKA. I believe with the existing multiple Pieris partnerships there has been a validation of the platform. Feels like a lot of close to the vest knowledge to me.
So, not Hepcidin specific but platform specific.
Orbimed largest shareholder and Chair as well
Cancelled ATM
Shitloads of milestones coming.
That is the basis. We should keep this going.
I am not any kind of medical expert obviously so I encourage any professionals to back me up or correct me.
Regards back at ya,
G$
I'll be back in more depth given the many shots on goal that PIRS has. PIRS has much broader reach than your focused comment.
Ref PRS-080 Hepcidin you do know that if ASKA exercises, and they will without much doubt, then that triggers what amounts to 2/3 of PIRS mc today in milestones? $80M.
thanks for the reply
Stiiiiiiiiiiiiiiiiiiiiiiillllll no conversation about PIRS
Laughable.
So Vinman and I aren't eligible for the occasional off-topic discussion....even after market hours.
How do you join the club?
Just for clarification....the conversations about Peters hacked account and Poison Oak and, and, and, are more relevant to biotech than the ACA....
I got it.
RPRX
Any interest in the $2B Androgel market?
https://biz.yahoo.com/e/161005/rprx8-k.html
PIRS
http://www.pieris.com/news-and-events/press-releases/detail/543/pieris-pharmaceuticals-presents-positive-data-for-its-lead
Surprised there isn't more chatter here regarding Pieris in general.
Quote:
If the drug is safe in pregnancy that could open a significant commercial opportunity....
From NCT02679456 Inclusion criteria:
Females of childbearing potential must agree to use a medically acceptable method of contraception while receiving protocol-assigned product.
From NCT02244606 Inclusion criteria:
Not of reproductive potential or if of reproductive potential, agrees to remain abstinent or use 2 methods of contraception.
However, there is no exclusion for current pregnancy in either study.
The 606 inclusion wording seems very strong leaving me to think there is no + niche here for SCYX
Now HRTX is up less than 5%. Why the tepid Market response?
Because $30 worth of pure vaporizable THC is..................................................$30
thx eom
Hello,
Can anyone tell me when GPHBF is due to report earnings?
thx
Hello Dew,
Have you a 'back of the napkin' price target expectation for PETX?
It seems underappreciated. I bought a starter position about 6% ago.
thanks for any comments.
G$
A recent story:
A family member 7 year recovering opiod addict. On Buprenorphine for many years (one of the first ever). Takes his self off over a year. Completely free of either opiods of Bupe for 2 weeks.
Car wreck days ago where he is pumped with Morphine (several broken bones). New Addict-square one.
Emergency room Doctor: "I cant give him anything for the pain since he is an opiod addict"
Fine Doc then Bupe will get him back on recovery and handle some pain as well.
Emergency room Doctor: Oh...No! I cant give him that....
RESULT: Continuing catastrophic pain...
Can someone tell me where the ethical decision point is please?
Question for the board:
Do Physicians in general need special training or licensing to prescribe buprenorphine?
Asking due to the fact that where I live in the Pacific NW, there seem to be only 4 docs willing or able to do this?
Thanks for any feedback.
Aw hell....I went with glass half full scenario....
Still believing there is potential 50x bagger here.
.....caused by someone’s not wanting it listed in their EoQ portfolio
The rationale being to get in ahead of everyone else?
If so, it sounds like the move of an individual vice an entity.
Anyway, I opened a pos yesterday so let the party begin.
Thanks Dew. I have a small long pos in MNTA from days gone by and will probably increase vice EPRS long shot.
Regards
EPRS -54% on new business plan (#msg-122522009), which includes a 40% workforce reduction, termination of the company’s lead (Remicade) FoB program, and the departure of the CEO..
So after all that good news...does EPRS have a future in your opinion?