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Today is option expiration day.
BMY ER Time Change
BMY changed their ER call before for no obvious reason.
This time may be different.
If a deal is done & BMY wants AUPH management on the call, 10am EDT is 7am PDT.
I thought Voclosporin annual cost is $65K (I don't remember where I saw that number).
Moderna booster
Has Moderna booster approved by FDA already?
12/31/19 share price is $1.59.
12/31/20 share price is $8.19.
I am looking forward to 12/31/21 if the company is not bought out.
AUPH just needs to show the street that the drug sells.
With the newly released two year interim efficacy & safety data, it should help the sales.
Owning AUPH is truly frustrating to say the least .
Market still don't trust small bio companies to launch on their own of first product.
Hope we can hear some numbers from the company when they report earning.
Thanks Dew!
RVNC
RVNC is against XBI today on an almost 7% gain with relative large volumn.
ABUS LNPs patents are with Genevant now.
To acquire ABUS LNP patents, MRNA may need to buyout Genevant instead of ABUS.
Disclosure: I am long with small position.
Find this info.
Dated back 2017 which is before ABUS settlement with Acuitas.
https://sciencebusiness.technewslit.com/?p=30486
Acuitas Question
I am confused with ABUS vs Acuitas.
I thought ABUS has stopped Acuitas from sublicensing ABUS LNPs.
But this is from Acuitas on 7/1/2020.
https://acuitastx.com/wp-content/uploads/2020/07/Acuitas-News-Release-July-1-2020-1.pdf
Does Acuitas develope its own LNP and then licensed to BNTX for Covid 19 vaccine?
The following is from ABUS 2018 Q2 report:
"Genevant
Genevant, a company formed in the second quarter of 2018 and jointly owned by Arbutus and Roivant Sciences, recently announced that it has entered into a strategic partnership with BioNTech AG, an industry leader in mRNA therapy development. BioNTech and Genevant will develop five mRNA products for rare diseases with high unmet medical need under a 50/50 co-development and co-commercialization collaboration.
Genevant and BioNTech have also agreed to a series of exclusive licenses covering the application of Genevant’s proprietary delivery technology for five oncology targets, for which Genevant is eligible to receive significant commercial milestones. This partnership advances Genevant’s goal of having 5-10 programs in the clinic by 2020 across RNAi, mRNA, and gene editing modalities and positions Genevant as a leader in the development of RNA-based therapeutics. Arbutus is entitled to royalties on any product sales by Genevant. "
If PFE/BNTX Covid 19 vaccine uses ABUS LNP, there may be an amendment to the original agreement.
Thanks Dew.
The PR is little confusing. I don't quite understand what it is of this line:
"In both studies, 100% of subjects achieved a score of at least a one-point change from baseline at Week 4 in at least one treatment group."
Also for forehead lines, does it requires two injections?
EVOK is a very different company now than last week.
Risk/Reward is in favor longs by a large margin.
Potential market size (link copied from ihub poster swampboots).
https://www.alliedmarketresearch.com/gastroparesis-drugs-market
I find this agreement between Evoke & Eversana.
It stated at the end that Evoke & Novos Growth Partners have mutually agreed to terminated their agreement.
https://www.eversana.com/2020/01/23/evoke-pharma-enters-commercialization-agreement-with-eversana-life-sciences-for-gimoti/
Thanks, this does answer my question.
The company is not setup to launch Gimoti by itself, at least not yet.
What would be the most likely path for EVOKE moving forward?
Thanks
RIP Hotrodder1.
Sorry for your lose.
Here is my concerns.
1) RVNC now needs an IT team to keep up HintMD so there run rate will increase significantly.
2) Why RVNC can just use the service provided by HintMD instead owning it?
3) HintMD may be designed to provide the services for many companies like RVNC. Now it is only serve RVNC.
Thanks Dew for the correction.
This looks to me is a risky move as it marches into an area requires completely different expertise.
It syas RVNC acquires HintMD for 8.54 million of its own shares.
RVNC
$RVNC pvt debt offering of 200M
— zach (@zbiotech) February 10, 2020
I have an Anthem PPO plan.
As of now, it still requires pre-authorization for Vascepa.
Does the company risk being "inside trading" if they sell stocks before bad data?
With the after hour trading higher, the market is assuming AXS-07 MOMENTUM topline data would be good.
Is today's offering part of the $80M mixed shelf filing two weeks back?
This is really good news not only for investors but also for patients.
The results showed consistency with phase 2.
Here is the extract from press release of Phase-2 ASCEND trial:[/b]
"AXS-05 met the prespecified primary endpoint by demonstrating a highly statistically significant reduction in the Montgomery-Åsberg Depression Rating Scale (MADRS) total score, averaged over the 6-week treatment period (overall treatment effect), as compared to bupropion (p<0.001). At Week 6, AXS-05 demonstrated a 17.2 point reduction in the MADRS total score compared to a 12.1 point reduction for bupropion (p=0.013). AXS-05 rapidly reduced depressive symptoms, demonstrating a statistically significant improvement over bupropion on the Clinical Global Impression-Improvement scale (CGI-I) at Week 1 (p=0.045). Starting at Week 1, AXS-05 achieved numerical superiority over bupropion on the MADRS total score, with statistical significance achieved at Week 2 and maintained at all time points thereafter. At Week 6, 47% of patients who received AXS-05 achieved remission, prospectively defined as a score of 10 or less on the MADRS, compared with 16% of patients who received bupropion (p=0.004)."
Here is the extract from press release of Phase-3 GEMINI trial:[/b]
"AXS-05 met the primary endpoint by demonstrating a highly statistically significant reduction in the Montgomery-Åsberg Depression Rating Scale (MADRS) total score compared to placebo at Week 6, with mean reductions from baseline of 16.6 points for AXS-05 and 11.9 points for placebo (p=0.002). AXS-05 rapidly and durably improved depressive symptoms as compared to placebo with statistical significance on the MADRS total score demonstrated at Week 1, the earliest time point assessed, and at all time points thereafter. Rates of remission from depression (defined as MADRS ≤10) were statistically significantly greater for AXS-05 compared to placebo at Week 2 (p=0.013) and at every time point thereafter, being achieved by 39.5% of AXS-05 patients compared to 17.3% of placebo patients at Week 6 (p<0.001)."
With the daily volume lately, it looks like something may be cooking.
I hope they will report topline MOMENTUM data as part of tomorrow discussion.
Keep finger crossed.
I guess it is judgement day for AXS-07 next Monday.
Best of luck to all.
I think the last quarter revenue is $113M.
So with the current label & sales team, AMRN can do close to $500M a year.
With expanded label, good insurance coverage & double the current sales team, i would expect sales to jump dramatically.
Also about the mineral oil.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=152220782
Sam has summarized well.
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=152220564
One of the key element when you decide to average down is you have done the home work & believe the company fundamentally has a real shot to their goal.
Thanks for the explanation.
A PDUFA Question
Being out of internet for a few days.
Did FDA expended 9/28/19 PDUFA date?
Thanks