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Don't forget the market panic Q1....lock in gains.
We are one Hilary Clinton tweet about curbing drug prices away from a selloff...stick to near term catalysts and cash...
I think we are ripe for a pullback? Overbought?
$EYEG Sheff u still in it $2.89
$BLCM to run in to ASCO $9.29 here
$ANAC baker bros own 10%...these guys are good.
$BDSI wow $1.92 bad management?
Scripts written website is there one? can someone post a link if I want to look up a drug to see their total scripts written per month like from Bunavail?
run to ash-I still think management sucks. they should have done a raise when stock exploaded in December and shocked there are no insider buys here or Baker bros has not added down here @ $7.75
$BLCM bought $7.75 expect run to #ASH
but nothing on $BLCM...
$BLCM murdered to $7.75 wow. You would think Baker Bros would add...says something at this price
$BLCM is this dead? $6?
$BLCM sheff can you post their upcoming catalysts again?
$BDSI anyone attending tomorrows investor day?
Baker Bros Q42015 vs Q3 2015 changes updated
https://drive.google.com/file/d/0B0IVcuj8SK7McDg1Ry1MWlkyQmc/view?usp=sharing
$SGEN here $32.33 eyeing up as buyout play as Baker Brothers own about 26% of outstanding shares
$BLCM $10.75 I will wait for the panic selling to take it below $10
$CBAY not participating in todays rebound?
Added $BDSI 4.29; $BLCM $16.30 and $SGEN 38.10
$BDSI has to bounce at some point $4.75 what a disgraceful job management has done with all this potential.
$CBAY has #NASH bigger opportunity:
"nonalcoholic steatohepatitis(#NASH).We have obtained orphan-drug designations for MBX-8025 in both HoFH and SHTG" same as $ICPT #PBC
See page 15 of most recent 10Q this is the same study as the mighty $ICPT...
$BDSI volume 6 million shares today but don't see any filings?
$BDSI what a joke anyone have an idea? $4.75
$GHDX anyone know why ramp up past few days?
$BLCM when do we re-purchase? Cliff dive past two days from $25 and chart says lower not sure what the upcoming catalysts are possibly not till Q2?
$SGEN added $38.19 Baker Bros 30% holding
no sorry was only there for CBAYand met with CFO privately to discuss NASH.
$CBAY a lot of similarities to $ICPT
Attended today's Piper presentation as everyone knows I am a big fan...like this company as it reminds me of $ICPT and they are a fraction trading well below cash and low low market cap....
PDF of both $ICPT and $CBAY 10Q NASH and PBC comments.
https://drive.google.com/file/d/0B0IVcuj8SK7McHJmVGdzaU5NbnM/view?usp=sharing
$CBAY Nash/PBC same as $ICPT
Rereading their 10Q and that phase 2 study they are working on NASH or PBC which put Intercept Pharmaceuticals on the map :
From page 15 of the Q:
Our second product candidate, MBX-8025, demonstrated favorable effects on cholesterol, triglycerides and markers of liver health in a Phase 2 clinical trial in patients with mixed dyslipidemia. We are currently conducting an open-label Phase 2 pilot study of MBX-8025 in approximately 13 patients with homozygous familial hypercholesterolemia (HoFH) that we expect to be completed in the first quarter of 2016. We have also initiated a double-blind, placebo-controlled Phase 2 study of MBX-8025 in patients with primary biliary cholangitis (PBC), formerly referred to as primary biliary cirrhosis. In this study, approximately 75 patients with PBC who have had an inadequate response to ursodiol will be enrolled and randomized to receive either placebo or MBX-8025 (either 50 mg or 200 mg) for 12 weeks. The primary endpoint will be the change in alkaline phosphatase and is expected to include patients from the U.S., U.K., Canada, Germany and Poland. We expect this study to be completed by the end of 2016. We also believe that MBX-8025 could have utility in the treatment of severe hypertriglyceridemia (SHTG) and the more prevalent, but high unmet need, indication of nonalcoholic steatohepatitis (NASH). We have obtained orphan-drug designations for MBX-8025 in both HoFH and SHTG (Frederickson type I or V hyperlipoproteinemia).
$CBAY added $1.24
added more $CBAY $1.31 pullback
added more $CBAY $1.31 pullback
Sheff $cbay can you do review?
added more $CBAY $1.29 this is way under cash value and 50 is $1.94 and 200 day is $4.14-catalysts upcoming
$CBAY added $1.31
$CBAY added @ $1.36-below cash value per share at some point this will recover
Thanks adding to my CBAY here $1.38 as I calculate cash per share @ 9/30/15 of $46.7M cash with 23.4M o/s as $1.99
$CBAY what am I missing? $1.40
Baker brothers latest quarterly change in google docs
https://docs.google.com/spreadsheets/d/1lh2D1VrweUWqcMNRxs7zzY8e4drnsIoxp4Y5DI9tcMg/edit?usp=sharing
chris
$CBAY added here $1.43 what is going on with this stock? I remember when this ran to $14 in early 2015