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EGLT *secures 40 million in debt
http://www.stockwatch.com/News/Item.aspx?bid=U-prNY80820-U%3aEGLT-20160831&symbol=EGLT®ion=U
What a great end to the week!
Something is in the works here. I would not be surprised to see news in the coming days!
Good luck to those still holding!!
Relax guys. It is a SHELF FILING. It will probably expire before they would have to use it. They are not going to offer 150 million shares tomorrow, as someone here is tying to make you think.
Yup. It is.
$KURA sold entire position today. Kind of regretting my decision but a profitable trade (27%) in todays market is a good trade. I still think there is room to go up, so I will be looking to re-enter on a pull back.
$KURA interesting little oncology play with positive analyst views from the small subset of analysts that cover the firm so far.
PDUFA second half of 2016 for Ph2 data of Tipifarnib for HRAS solid tumors.
Took small position today. Stock is trading at/ near 52 week lows below cash. 85 million in cash which the Company said will take them to the end of 2018.
I will post more DD but with the Calgary Stampede starting here tomorrow it might be a couple days!!
I find there is vrry limited info out there on KURA at this point.
$DNAI
http://www.stockwatch.com/News/Item.aspx?bid=U-C1959-U%3aDNAI-20160606&symbol=DNAI®ion=U
"Although we observed modest efficacy from PNT2258 in this interim analysis of Wolverine, we do not view these results as robust enough to justify continued development of the drug in DLBCL. We have decided to suspend development of PNT2258 pending further review of these data in order to determine next steps for both this asset and the DNAi platform," said Dr. Nick Glover, President and CEO of ProNAi."
Thats a bit optimistic! It would be great though.
Hey BDog I sold out of CBAY awhile ago, but added a sh1tload today at .97 and .98. Great bargain in my opinion.
Can I take my comment back?
Lol.
Good movement the past few days.
I wish I was as optimistic as you are BooDog.
We are expecting news no later than end of Q4. So consider these catalysts to make your own decision.
Phase 2 MBX-8025 Homozygous Familial Hypercholesterolemia (HoFH) data, and/or a possible partnership announcement for arhalofenate.
$CBAY anyone still holding?
Great buying opportunity at these levels.
Phase 2 MBX-8025 Homozygous Familial Hypercholesterolemia (HoFH) data any day. Or a possible partnership announcement for arhalofenate.
Since you feel the Stock Doctor was paid - post your proof of that statement.
I would love to see how much he was compensated.
Bet you cant prove it!
Sure wouldnt want to be short right now!
lol
The Stock Doctor wasnt paid a DIME for his SA article!
He has very compelling arguments as to why we can expect a bump in share price real soon.
The science is solid.
A lot of near term catalysts.
Great post BooDog.
Thanks for that
Dog I think you and I are the only ones following CBAY here and on Stocktwits!!
I think in a matter of days we get Phase 2 MBX-8025 Homozygous Familial Hypercholesterolemia (HoFH) data.
Or a Partnership announcement for arhalofenate.
No volume what so ever though. Just the MM going up and down the bids / asks.
We just have to sit this one out untill NR or update.
Not sure if anyone is still watching this board?
The last 2 days have been great buying opportunities!
Roth Capital still maintains $34.00 price target.
Great volume and price increase the last couplke weeks!
I hope you guys didnt sell when the SP dipped!
The next few months could get very interesting!
Youre back!
Me neither, I posted that incase there some share holders that might sell in panic as the 180 day comes closer.
Could be an interesting day tomorrow!
I almost certain they would get another 180 day extension granted to them. I have seen it done many times.
That should not be an issue.
Should be an interesting day tomorrow roger!
I think OHGI will now have a strong steady stream of revenue going forward.
Thanks for that.
A good read.
I believe it was supposed to be tomorrow.
Do we take that as a good sign or a negative sign?
I guess we will see how the market reacts tomorrow.
good stuff river!!
I have been buying like crazy between 1.50 and 1.60. Avg now is 1.66.
This will be back above 2.20 in no time!
Hey river, what is your avg. per share?
Friggen daytrader trolls and shorts are going to decimate the sp today. Sucks.....but thems the breaks.
Yes Sir!!
Congrats to myself and all the longs here!!
And another post by JD. This explains why BTIs business model is the key to success.
I'm not too interested in studying the pharmacokinetics (PK) and relative efficacy of the many versions of an enzyme that treat a given LSD. In fact, I'm not too interested in those details for any therapeutics. If a pharma is interested in transporting a given therapeutic into the brain then that's all I'm interested in. I would think that biOasis has the same attitude. We're not interested in taking on the risks associated with all the therapeutics out there.
The biOasis business model pretty much demands an agnostic approach to therapeutics. If Shire wants to license Elaprase then I guess that MTfp-Elaprase would be their fusion protein of choice for MPS II. If somebody else wants the LSD license, I would think that they have an enzyme structure in mind for MPS II. Why should we care? Whatever the pharmas might have, including Shire with Elaprase, they have nothing compared to whoever can get it into the brain. biOasis will license the Transcend LSD rights to the highest bidder and the winner will choose the enzyme structures.
Remember that the different versions of any protein are created to satisfy many criteria including efficacy, safety, PK, cost of manufacture, IP protection, competition, etc. When any therapeutic is bolted onto MTfp, it instantly becomes a patentable new chemical entity.
With respect to the high costs of the rare disease therapies such as Elaprase, probably only a small part of that cost has anything to do with manufacturing costs. Whether there are 2000 patients worldwide or 2,000,000, it costs about the same to develop a therapeutic and to put it through trials, although many of the orphan drug and other fast track policies of the FDA do mitigate some of those costs. Nevertheless, the high cost of these drugs has everything to do with the cost of developing the drugs and the cost of doing business rather than the cost of manufacture.
But make no mistake, these drugs can be costly to manufacture and the pharmas will do what they can to cut costs. Again, this is the beauty of the biOasis business model. If the exclusivity of a therapeutic is a criteria for the commercial success of the therapeutic, then Elaprase seems to be a perfect example of that. But Shire had to put a lot of effort and money into achieving that exclusivity. Some other company can achieve the same exclusivity by simply bolting MTfp onto I2S, just as biOasis and Scarpa have done, and suddenly Elaprase, however unique it might be, is relegated to history.
As a business model, you couldn't ask for a better situation, and this is something that too many investors don't understand. We're a carrier. We're FedEx. We don't care what's in the package. We just promise that we'll get it to New York by noon tomorrow. That's it. And we're better at it than anybody else. It actually looks like we're the only one that can do it.
The bottom line is this, however great Elaprase might be, Shire can't get it into the brain without using a pump and a hose connected directly into the spinal column. However great the engineering is, it's still brings to mind something essentially medieval. Time moves on, discoveries are made, old methods are dropped. If MTfp-I2S effectively treats MPS II in both the brain and periphery, as has been shown by biOasis in mice, then that's where the business will go.
FedEx: When it absolutely, positively has to be there overnight.
biOasis: When it absolutely, positively has to be there right now
Here is another post from JD in regards to the Scarpa NR:
The results of the Scarpa study were extraordinary by any measure. Some of us are doing a lot of work to see if we can find studies to which we can compare this study. The trouble is that most studies that we find are with Elaprase, Shire's highly refined and potent version of the human enzyme, iduronate-2-sulfatase (I2S). Elaprase even has glycans in it that extend its half life, likely a significant factor in Elaprase's low dosing amounts of 0.5 mg/kg, one-twelfth of the dose used by Scarpa with MTfp-I2S.
The enzyme that Scarpa and biOasis used, which I understand to be natural I2S, makes it difficult for us to directly compare MTfp-I2S efficacy with any numbers we can find with Elaprase animal studies. I have scientific papers that show Elaprase dosing levels that are all over the place, 30, 40 mg/kg and even higher doses.
When we have one of the world's leading experts involved in this study, as we do with Scarpa, then we can rest assured that he (and biOasis) conducted the study in the way they did for good reasons. Scarpa and the scientists at all of the pharmaceutical companies that are interested in the results, all understand how our results relate to those of Shire's Elaprase.
The bottom line is this - biOasis is in the business of getting drugs into the brain in an efficacious manner. With Scarpa, biOasis has accomplished that, not in only a merely hopeful manner, but in a manner that has very clear commercial possibilities.