Explore small cap ideas before they hit the headlines.
Explore small cap ideas before they hit the headlines.
$FPMI new play
New to the custodianship play.....stumbled on it because I owned some of this fpmi from a while back and never liquidated. Hoping to learn more here.
$FPMI New play
Last chance to buy cheap
Lets think about it.
- They just raised over $2mil.
- They increased the note to $3mil, so IMO, its a safe bet that more is coming in
- They owe the CRO for CardioPET $500k (see 10Q) - They raised enough to pay this. IMO, its safe to assume this has been paid with the $2mil raised and the data is in hand. We know they need a blind read of the results. There are 3 options here: a) this is already happening b) they are waiting for more $$$ from the note to start
- BFPET P2 is set up and ready to go. I am betting that thet are enrolling and we will get an announcement soon. I have seen others guess that they are waiting for the first patient to be scanned.
Based on the above, the news is about to start flowing, and so is the data. Data = attention, especially P2 data, which anyone who knows anything about biotech knows.....this is the de-risking stage. Companies that WANT to partner, will almost always wait until after P2 data.
Once the CardioPET P2 data rolls in, there will be presentations, conferences, (analysts???) etc. This will bring some attention to the stock and get it out of the bargain-bin pricing territory.
And while the final P2 data from CardioPET P2 is still being presented, we should start seeing initial P2 data from BFPET P2 in the form of scans, either from the company, or from MassGen at industry conferences. This should happen very quickly, since as I have said, there are a lot of fat people in Boston.
This company is about to come out of the darkness. Before it entered this quiet period due to finances, the pps was in the $0.60s. I fully expect to see that again (at minimum) by years end. Thats only 3 1/2 months away.
Its time folks. Here we go!
Oh yeah......dont make me look stupid management......LETS GO ALREADY!!!!!
All IMO......do your own DD and think for yourselves.
Couldnt have said it better.
And I have spoken with management, and the urgency is there, IMO.
Phase2 results for CardioPET to be presented at ASNC Sept 18-21
http://finance.yahoo.com/news/fluoropharma-medical-announces-acceptance-abstract-121400756.html
"Any day now", according to both IR and the CEOs last presentation. There are 2 catalysts.
1) CardioPET phase2 results
2) Initiation of BFPET phase 2
FPMI just raised $1.2mil w/ no dilution...on a note. No dilution and most company execs involved.
Basically a bridge loan to phase2 results for CardioPET and the start (and finish?) of phase2 for BFPET.
All we need are the phase2 results for one of the two. Partner it out to fuly fund the 2nd.
Its getting closer.
8K Filed - looks like partnership to me
http://biz.yahoo.com/e/140701/fpmi8-k.html
"The Agreements were entered into primarily for the purpose of separating the Company's rights and obligations with respect to its different product development programs."
Interesting statement there. It looks to me like a potential partnership for 1 of the programs. This is what I have been thinking they would do......partner up with BFPET and use the money to fully fund CardioPET, which has the higher revenue potential of the 2 (both being > $400mil/yr).
$TKMR - Another insider direct buy
~$160,000 worth.
http://www.canadianinsider.com/node/7?menu_tickersearch=tkm
$TKMR Insider direct buy
http://www.canadianinsider.com/node/7?menu_tickersearch=tkm
~$35k worth
$TKMR - Ebola outbreak in W.Africa "totally out of control"
TKMR has a product already designated the "animal rule" and given fast track designation. Shown 100% effective in monkeys, after being inoculated with 10x the lethal dose and treated 72 hours later. Animal Rule designation allows them to test efficacy in animals (complete) and safety in human (on-going phase1 trial now). This program is 100% funded by the DoD.
http://www.usnews.com/news/world/articles/2014/06/20/ebola-out-of-control-doctors-without-borders
$TKMR moving +5%
$FPMI Zach's Additional Phase II Data Supports Utility of CardioPET
http://scr.zacks.com/News/Press-Releases/Press-Release-Details/2014/FPMI-Additional-Phase-II-Data-Supports-Utility-of-CardioPET/default.aspx
$FPMI PR
http://finance.yahoo.com/news/fluoropharma-announces-data-phase-ii-134730441.html
They basically show that quantification of blood flow (put a number to it) into the heart muscle is possible at rest and after a stress test (exercise), which increases the likelihood of data based decisions being made. Hospitals, doctors and insurance companies all love data based decisions.
Not the total phase2 results I was looking forward to getting, but good news nonetheless.
Still holding this one, with 2 near-term catalysts.
$FPMI hmoney, after looking at the abstract (see below) for the presentation, it looks like they did NOT presenting the entire results of the phase2. They only presented data relating to their secondary objective (see below). The phase2 study is for 30-40 patients. They are presenting on 5 patients. From the LifeTech report, p.11.
http://lifetechcapital.com/ltc/wp-content/uploads/2014/06/FPMI-Update-06-03-14.pdf
______________________________________________________________
Secondary Objective:
A secondary objective is to assess fatty acid uptake at rest and following stress.
From abstract (below): Five male patients (64 ± 11yrs) with known or suspected CAD, 2 at rest and 3 during dipyridamole stress.......
__________________________________________________________________
Quantification of myocardial perfusion in humans by PET/CT and the fatty acid analogue 18F-FCPHA: A feasibility study. Olivier Gheysens1, Andrey Postnov1, Johan Nuyts1, Koenraad Van Laere1, Stefan Janssens1, Manuel Cerqueira2; 1University of Leuven, Leuven, Belgium, 2Cleveland Clinic, Cleveland, OH.
Objectives: The 18F-labeled fatty acid, trans-9(RS)-18F-fluoro-3,4(RS,RS) methyleneheptadecanoic acid (18F-FCPHA / CardioPET) is undergoing Phase II evaluation as an imaging agent for myocardial perfusion and fatty acid uptake in patients with known or suspected coronary artery disease (CAD). We assessed the feasibility and kinetic modeling of 18F-FCPHA as a perfusion radiotracer.
Methods: Five male patients (64 ± 11yrs) with known or suspected CAD, 2 at rest and 3 during dipyridamole stress, underwent dynamic imaging for 60 min after IV administration of 273 ± 4 MBq of 18F-FCPHA. Conventional rest/stress 99mTc/99mTc SPECT MPI was performed on separate days. The 18F-FCPHA images from 2-8 min were compared with the corresponding SPECT images. Myocardial time activity curves were generated for each of 17-segments and the left ventricular cavity. Using this data, 1-compartment 2-parameter (1C2P) and 2-compartment 3-parameter models were evaluated. The data were fitted to 10, 15, and 20 min of image data. Standard measures of goodness-of-fit were used to assess the quality of the fits. Kinetic parameters for each model and fitting time were compared for global and regional stress and rest data.
Results: All stress 18F-FCPHA images exhibited perfusion defects in the same areas as the SPECT images (Fig). The rest images for both radiotracers exhibited homogenous uptake. A 1C2P compartment model using 15 min of data achieved the best fit. Global K1 values during stress (0.22 ± 0.11) were higher than rest values (0.12 ± 0.0006). On the stress images, K1 values in defect zones were significantly lower (0.11 ± 0.05) compared with zones with preserved radiotracer uptake (0.28 ± 0.08, P < 0.01). The coefficient of variation for K1 values was 20% on the rest images.
Conclusions: This preliminary evaluation suggests that relative and quantitative perfusion measurements may be possible with PET and 18F-FCPHA.
$TKMR running again +7%
HUGE run-up from $7.50 to $28 and sell-off back to $10. Running again. Running with other RNAi group (ALNY, ARWR) and have a Hep program they are announcing soon. I think the bump today is due to MRK buyout of HepC company.
$FPMI - Phase2 data presented tomorrow @2:45pm
http://interactive.snm.org/index.cfm?PageID=13072&A=11&B=106&E=667&PID=66757
$FPMI - Agree. I work in biotech myself, and its been a long time since I have been this excited about a company I am invested in.
The market has NO IDEA how to valuate this company. But.....it will soon enough.
2 products, 1 finishing phase2 and another entering phase2, with market potential of $500mil/yr each (conservative estimate).
- Very low safety risk since as the CEO said, they are injecting micrograms of material (1 millionth of a gram) and the industry does not see safety risks at this level.
- Increases accuracy of diagnosis from 70% with current care to 85% (reduced costs for hospitals/insurance cos.)
- The PET machines already exist - no capital investment needed by hospitals/clinics (current utilization of PET scanners of 40%)
- The software already exists - again no need for capital investment.
This company is a diamond in the rough......take advantage of it.
FPMI - LifeTech reiterates $2.50PT w/ 2 near -term catalysts
http://lifetechcapital.com/ltc/2014/06/fluoropharma-fpmi-update-06-03-14/
FPMI - LifeTech reiterates $2.50 PT w/ 2 near-term catalysts
http://lifetechcapital.com/ltc/2014/06/fluoropharma-fpmi-update-06-03-14/
$FPMI BRiley presentation from 5/19 is a must listen. http://www.brileyconference.com/2014/register/profile.php?ticker=FPMI
From the presentation, there are 2 short-term catalysts:
1) The CardioPET Phase 2 results will be given June 7th-June14th. The interim results were fantastic regarding both resolution and safety, so I expect nothing different here.
2) Their other product BFPET will start enrolling patients for the phase2 trial "any day now"....quote from CEO on 5/19/14
$FPMI CardioPET phaseII data to be presented June 7th-14th
FluoroPharma Medical Announces Presentation of Data From Phase II Clinical Trial of 18F FCPHA (CardioPET) at the Society of Nuclear Medicine and Molecular Imaging Annual Meeting, June 7-14, in St. Louis, MO
8:34 AM ET 5/29/14 | Marketwire
FluoroPharma Medical, Inc. (OTCQB: FPMI), a company specializing in the development of novel diagnostic imaging products that utilize positron emission tomography (PET) technology for the detection and assessment of disease before clinical manifestation, today announced that data and analysis from a feasibility study on the quantification of myocardial perfusion in humans by PET/CT utilizing the fatty acid analogue 18F-FCPHA will be presented by the principal investigator, Olivier Gheysens, MD, PhD, at the Society of Nuclear Medicine and Molecular Imaging Annual Meeting.
The study was conducted at the University Hospital Leuven, Belgium. Collaborators on this study include Olivier Gheysens, MD, PhD, Andrey Postnov, PhD, Johan Nuyts, PhD, Koen Van Laere, MD, PhD, DrSc (Department of Nuclear Medicine & Molecular Imaging, University Hospital Leuven, Belgium), Stefan Janssens, MD, PhD (Department of Cardiology, University Hospital Leuven, Belgium) and Manuel Cerqueira, MD (Department of Nuclear Medicine, Cleveland Clinic, Cleveland, Ohio USA.)
CardioPET PhaseII data to be presented June 7-14th @ the Society of Nuclear Medicine and Molecular Imaging Annual Meeting, June 7-14, in St. Louis, MO
FluoroPharma Medical Announces Presentation of Data From Phase II Clinical Trial of 18F FCPHA (CardioPET) at the Society of Nuclear Medicine and Molecular Imaging Annual Meeting, June 7-14, in St. Louis, MO
8:34 AM ET 5/29/14 | Marketwire
FluoroPharma Medical, Inc. (OTCQB: FPMI), a company specializing in the development of novel diagnostic imaging products that utilize positron emission tomography (PET) technology for the detection and assessment of disease before clinical manifestation, today announced that data and analysis from a feasibility study on the quantification of myocardial perfusion in humans by PET/CT utilizing the fatty acid analogue 18F-FCPHA will be presented by the principal investigator, Olivier Gheysens, MD, PhD, at the Society of Nuclear Medicine and Molecular Imaging Annual Meeting.
The study was conducted at the University Hospital Leuven, Belgium. Collaborators on this study include Olivier Gheysens, MD, PhD, Andrey Postnov, PhD, Johan Nuyts, PhD, Koen Van Laere, MD, PhD, DrSc (Department of Nuclear Medicine & Molecular Imaging, University Hospital Leuven, Belgium), Stefan Janssens, MD, PhD (Department of Cardiology, University Hospital Leuven, Belgium) and Manuel Cerqueira, MD (Department of Nuclear Medicine, Cleveland Clinic, Cleveland, Ohio USA.)
B Riley presentation yesterday. 2 upcoming catalysts:
1) Completion of CardioPET phase 2 trial "almost finished"
2) Initiation of BFPET phase 2 trial "any day now"
This company will be bought out before the 5 years is up. I give it ~1 year (or however long it takes to get the phase 2 results back for both products) and it will be at ~$3/share.
$LJPC Agree. I like the way its reacted so far today. Not complete meltdown like the last pop.
A couple of factors at play this time:
1) The last drop was likely started by shorting and selling preferred shares (see 8k). See regsho, 500k shares shorted the 26th and 27th. Not as likely to short with results coming Monday.
2) Results presented orally at a conference they just signed up for. They wouldnt do this if results were bad, they would PR them.
3) Yet another reputable analyst comes out with high target....adds credibility to the others and this company, which lets be honest, doesnt have a strong past in name.
4) As previously posted, p < 0.1 will be hard to miss and is the reason for the high analyst targets.
ALL IMO.....do your own DD, AND GOOD LUCK!!
$LJPC Its all about trial design here. They set a 90% confindence interval. In other words, p< 0.1. This is high, as typically set at p <0.05. This increases successful results dramatically, IMO.
LJPC Baker Bros file 13g
1st time filing a 13G for their LJPC holding. If this is what caused the pop....its truly amazing how many people follow these guys' moves.
http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=9786619-1591-21553&type=sect&TabIndex=2&companyid=3314&ppu=%252fdefault.aspx%253fcompanyid%253d596248
CEO just bought some shares - form 4
http://www.secform4.com/filings/920465/000090445414000162.htm
Bought 3000 shares at $7.25 in the open market.....$21,750 total.
He now owns ~1.4 of the ~4.4 million outstanding shares.
TKMR - BIOCEO presentation just given this morning.
Still undervalued related to their peers in this hot RNAi sector and still have equal or better pipeline and core technology.
New data presentation showing 95+% gene knockdown.....very impressive.
http://files.shareholder.com/downloads/ABEA-50QJTB/2849616960x0x724916/a0e2c7cb-6994-4fa4-bcf8-6aa88bd12ea7/20140211_Tekmira_BIOCEO_BRIEF_HANDOUT.pdf
Great place to start DD.
Nice new drug candidate!
Unmet medical need, large patient population, easy to define and measure endpoints. Nice!
I listened to it.
The link is on the front page of their website......lol!
http://ljpc.com/
LJPC - webcast today at 4:30 EDT
http://ljpc.com/
Presentation slides already posted at the above link on front page
GALT gets an upgrade....+15%
And even though LJPC is closer to market, using the same indication (anti-galectin) for a similarly huge potential indication (CKD instead of NASH), here we sit at about even with a marekt cap about 1/10th of GALTs.
IF the phase 2 data are good, this will play catch up in a hurry, and in a big big way.
Place your bets!!
GALT, LJPC
GALT is going after the same anti-galectin pathway that LJPC is going after. LJPC is further along in their clinical trials and going after CKD instead of NASH.
Its amazing the valuation difference here. My only guessES as to why are:
1) the NASH indication is a hot indication b/c of the ICPT skyrocket after good results and the question surrounding their history (as highlighted by the hit piece from The Street).
IF phase 2 results come back positive (in March), the potential of a multi-bagger is very very high. Of course on the flip side, if the results arent good, it will tank hard.
The Baker Brothers being in this after looking at the data allows me to have comfort holding these shares. Hopefully we start getting a run into results soon.
CHTP - Just added at $4.82
DRNA, TKMR - Pullback finally happening at TKMR.
Watch closely, finally getting a chance to add to my position. Buys listed below.
Fri Dec 27 10:57:23 2013 Buy 200 TKMR Executed @ $7.8375
Wed Dec 18 14:24:15 2013 Buy 100 TKMR Executed @ $7.51
Many potential catalysts in 2014:
- Phase I/II data on TKM-PLK1
- Phase I data on TKM-Ebola ("Animal Rule" applies here)
- ALNY Phase II data on TTR-SubQ (if inferior to patisiran could really move TKMR)
- File IND for TKM-ALDH
- File IND for TKM-HepB
- Initiation of Phase III for TKM-PLK1
- Partner LNP technology
- Expansion of biodefense project to include Marburg
- DoD announces pre-purchase of TKM-Ebola for stock-piling
CHTP - Looking strong +6% on nice volume
$DARA - That might just possibly be a somewhat good idea.
Thanks for the chart!