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10x++ soon enough
Weekly Chart looks solid...!
Little shakeout/retest going on here - opened with a gap up, not unexpected hour-in action -- yet the fuse has been lit
$PULM
Especially with some sort of material news / bigger implications...
Parralax (4.5billion dollar medical/biotech hedge fund) now owns 27%, as of 6/31 due to recent filing -- potentially through confidential filing acquisition? Some other entity may have taken a large >5% position on 8/5, due to that volume spike.
PUR1800 P1B Data publication soon - which will open doors to IPF/Chronic indications, and re-entrance of JnJ partnerships?
Lots of other *ongoing* catalysts that could hit, such as Oexia, Nocion, other licenses/partnerships.
Think the company is ready and funds are supporting the effort for a big pop, just my opinion.
iSPERSE is King, Multi+billion dollar company in the making, imo. ??
Pulmatrix 3 Current Pipeline Items :
1) PUR1800 (AECOPD): $2.4B Peak U.S. Rev, JNJ, Kinase Inhibitors + New Indications (IPF, Lung Cancer)
**P1B Results being prepared for data publication on chronic dosing indications - *potential near-term catalyst events*
2) PUR1900 (ABPA): Pulmazole - $1.5B Peak Rev in U.S., 50/50 CIPLA Partnership, Expansion opportunity globally & across indications, 'become new standard of care' through reducing limiting side effects on increased oral Itraconazole usage.
*P2B Starting in '23, FDA Fast Tracked, FDA Type-C Reviewed
3) PUR3100 (Migraine):
$575M
U.S. Market; Applying iSPERSE onto previous
$1B
allergen purchase of MAP004 (failed for safety)
*P1 Trials completing around now; P2 & P3 planned for 2023
And the bonus of royalty streams from FEND (PUR003/006) creating the 'air hygiene' category.
Pipeline can expand quickly with iSPERSE being applied to already in-use/developed standards of care of novelty formulations, yielding improved patient care.
$PULM
Stinks to hear - check back in 2 months from now...
Think you missed the timing big time here.
Always another ticker in the market though.
$65M+ cash and all this? Just waiting to erupt.
PUR1800 Data (which will validate iSPERSE) + 2.4Billion U.S. market for AECOPD
PUR3100 P1/P2 Trial Start - which will validate iSPERSE in taking a previously $800M acquired failed P3 (b/c of safety) formulation to market.
FEND - Beginning of marketing campaign & wildcards with WHO, CDC, Next Breath, and beyond - coming out party coming soon.
PUR1900 (Pulmazole) - FDA Fast Trac, QIDP Status, and partnered with India's largest inahlation company -- looking for other news ahead of 2023 here (LPAD?)
Nocion Partnership - At some point they will look to bring in iSPERSE into their formulations - which are in P2 moving to P3.
JnJ Partnership - At some point, won't be surprised to see JnJ re-enter on PUR1800 for long-term dosage of Lung Cancer.
Oxeia Partnership - Given Ted Raad just joined their BoD, and they have iSPERSE mentioned in a patent - wouldn't be surprised to see something.
iSPERSE as a Platform = $$$
$PULM
$PULM This is going to rip so hard...
Yes management likely to issue a bit more additional stock options/etc. -- yet on a weighted average basis of available employee compensation, the vast majority of shares have already been issued & vested at much higher levels ($1.25-$1.35 level).
And don't discount Ted's 1.2million option position at a strike price of $1.35. $100 stock price implying a 10billion valuation = $100M payday for Ted Raad. I can all but guarantee you he is not interested in just being in the money at ~$3-$5, he's looking for a big big payout too for his effort.
Why am I throwing around $100 stock price with ease? Well remember - PUR1800 AECOPD US market alone is $2.4B Revenue in peak year (5-7 years out?). Implying a $5B market capitalization with 15% EBITDA and 15x Multiple on such. And this is just one indication, in one market...
Fun and games nearing an end - big revaluation higher coming in Q1 2022.
Thanks for sharing your opinion. I humbly disagree.
$PULM
Major Bull Run Coming $PULM
lol barking up the wrong tree here .
$PULM Hard to believe that the future is not bright here.
This company has a $43M market cap (risk has been taken out), $40M
+ cash on hand with multi-year runway, no debt, granted IP approvals, FDA & MHRA approvals, distinguished scientific advisors, distinguished founders, great royalty deal on a coming new form of airway hygiene, a pipeline which assuming can be commercialized is worth billions, in-roads with some of the largest pharma companies in the world -- and a repeatable delivery platform which just needs that one breakthrough example to prove to the market.
Advice is being given to management by people who have been in this industry for a long time. Ted is not a science guy he is a business guy. Management and employee compensation package are tied to prices $1.30++. Warrant holders are tied to $2.00+ prices.
$2.00 is only a $100M market cap (lol!). The risk/reward ratio here is extremely favorable at this point in time.
In my opinion, obviously.
I like our odds. Breakthrough news coming... (?)
CIPLA? Hello, anyone home? PUR1900 LPAD?
FEND? Hello, new product launch?
J&J? Hello, are you interested in PUR1800 for Lung Cancer with chronic dosing showing improved safety profile?
Nocion? Hello, iSPERSE is there once your API clears
$PULM
Why iSPERSE; 2012 Article; Still True Today
Will we see iSPERSE be live up to it's long-promised benefits?
https://drug-dev.com/a-next-generation-inhaled-dry-powder-delivery-platform/
PUR1900 Study Status Update as of 8/25/21 as well? Coinciding?
https://clinicaltrials.gov/ct2/history/NCT03960606?V_8=View#ROutcomeMeasures
$PULM
Cipla Positive PUR1900 Comment in Annual Report (8/25/21)
The six months animal toxicitystudy for Pulmazole concluded successfully. We are now moving to a global Phase 2b study and a possible India Phase 2b/3 study for antifungal inhaled Itraconazole
$PULM
Page 44
https://www.cipla.com/sites/default/files/CIPLA-AR-2020-21-Single-Page.pdf
$PULM $0.82 -- let it rip. Global Ubiquity coming for FEND & iSPERSE.
....! Let's see the push now.
$PULM
R/S not a thought here. Cash on hand $55M, Market Cap $47M. Value of iSPERSE + FEND royalties implied at negative. That's funny.
Momentum is turning. News is coming.
$PULM
Time to Buy $PULM - $0.77
Certainly looks like .03 can fall..
$MSMY
Something Special is happening here.
$MSMY
FEND effective Vs Delta Variant? Listen to David Himself from the 6/28 Public Discourse.
"But what happened is we were doing a study in Covid-19 patients in Banglore, and when the delta variant began to spread as rapidly as it did, the decision was made was to treat incoming patients, so randomized control study, with a nasal saline control -- was started in the February (2021) timeframe -- and we are just now submitting for publication the research.
Very high level, remarkably, treating 3-times a day of FEND, has a significant impact on lowering symptoms and also raising oxygen pressure in the blood which is a measure of your lung's ability to bring oxygen into your blood and also reduces IV/Steroid/Antibiotic use relative to the control -- so we are very hopeful that this really simple intervention could be very impact -- particularly in locations like an India today which may not have immediate access to vaccines."
Starting at 10:37-12:20
.... at the brink ....
$MSMY
$MSMY Weekly Chart - 3 Year Vantage Point
Same Resistance & Support Levels from Before. Move from .009 to .023 within a week and 2 days = very strong. Would imagine some basing here this week and upon name change/catalyst to bust through. Aggressive move in the last 7 days. This time is different, imo.
Fireworks when .024 falls with conviction. Great setup.
$MSMY
PUR1800 Tox Results in Q3 2021;
JnJ seems likely to re-enter for Lung Cancer Indication upon chronic dosage showing safety levels.
$PULM
Robert Langer joined the Next Breath Board
https://nextbreath.global/about-us
$PULM
July 5th -- Next Breath Launching a FEND Initiative, per the Next Breath Website.
https://nextbreath.global/what-is-next-breath
$PULM
Third time's a charm
The time is here
$PULM
About to wake up from long slumber.
$PULM
$PULM Funny how people think JnJ ended the partnership.
I don't think so.
2010: JnJ buys RespiVert NSKI portfolio for $150M
2010-2017: JnJ fails to develop internally and with partner an inhaled version of their NSKI portfolio with acceptable safety standards/target efficacy
2017: JnJ Licenses NSKI portfolio to Pulmatrix with exclusive worldwide rights to commercialize and develop
2020: Pulmatrix re-licenses back iSPERSE enabled NSKI portfolio to JnJ on PUR1800
2021: JnJ terminates the re-license back of PUR1800
Everyone's focused on the termination of the relicense of PU1800 back to JnJ...
But what remains...
The NSKI portfolio exclusively granted to Pulmatrix is a bonded long-term partnership...
Maybe JnJ has other priorities. Like inhaled vaccines, repurposing or combining drugs for Covid Therapies, or even a buyout/carveout.
"All Pipelines fully funded " was to secure the company's ability to independently pursue each pipeline. Rhonda probably advised on that.
This is a big deal. Incoming press left and right for iSPERSE and FEND
$PULM
Fully funded through all major milestones. No dilution expected till much higher prices.