Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Boo Dog
Congrats for coming across this opportunity, I see a five fold move in this over the next 14 months. Haven't lurked on this board for years,just wanted to see if anyone has caught onto this opportunity.
Best of luck.
I held off on buying till I tried their Dark Roast Coffee & Raspberry with the Hemp Seed, I'm waiting for my reorder of the dark roast delivery this week. I've recommended it to others as well who also are now customers. Just need more exposure which will come with new distributors.
Just an FYI for you guys, I used SMA for my moving averages earlier in my career, I found that most professional traders use the EMA which I use as well. The Golden Cross happened about 7 trading days ago if you adjust from your chart from simple moving average to exponential. I'm long both VATE and KGKG, I just wanted to provide some knowledge, I find EMA more timely than SMA.
Thanks for your response XRAY.
No point on putting a multiple on it at this point.
If you listened to Bruce Linton on the Barclay's Canopy Growth Conference Call he thinks cannabis/cbd beverages are the future and expects massive growth and users to migrate over from smoking.
Of course I started researching companies in this space and found KGKG to be a logical target Canopy or perhaps a cash infusion from the Canopy Rivers Investment Incubator.
Did quite a bit of Due Diligence, only negative is the amount of shares outstanding. Perfect candidate for a large partner or new owner $$$
Sales Multiple Question
New shareholder here, I have a question for the board, what is a fair sales multiple for this company?
Does it trade in line with other energy drink companies?
Monster 10X
Celcius Holdings 5x
NBEV 4X
Perhaps this has more of a multiple premium due to the hemp/cbd?
15-20x?
My personal thoughts would be something in the 15x maybe slightly higher, however, I would not value this like the marijuana companies. 15/20 million sales in 2020 is realistic based on current trajectory.
I see this as a very good fit for Canopy Growth and their upcoming beverage rollout in October.
ADL Stat Significant per article.
So did we go positive on the ADL score?
Memantine wasn't able to achieve that with their trial.
MMSE score as well? This will change the game IMHO
https://alzheimersnewstoday.com/2017/05/02/neurotropes-bryostatin-seems-to-improve-cognition-in-alzheimers-patients-phase-2-trial/
Not to mention PH2A was in Mild to Moderate Alzheimer's,different patient population.
PHASE 2A STUDY
I was unaware that this patient population was healthier than the current 2b with a criteria of 16-26 MMSE. No wonder a single dose in this nine patient study didn't show efficacy.
Ray,
Thank you for sharing that information with the group. Are you considering trying to get your father in the ph 3 trials if this moves forward?
This shelf filing will be crossed with institutions, mutual funds, hedge funds will be the purchasers. IMHO this will happen sometime in May.
Thanks for providing that information.
If I recall correctly once my grandmother scored around ten she was at the point of not knowing my name and passed within 12-18 months after. There is no way a caregiver would not recognize if the patient was improving at this stage. Data had to be known for a few months.
What is the life expectancy of this moderate severe to severe patient population? 24 months?
He also stated something along the lines "the mice were so juiced up with amyloid when it was removed they did have a cognitive improvement but it was due to the excessive amount of amyloid they had no option but improve. I could see how that would lead to false hopes.
When would you expect the full data and readout? June?
Coach, he made an interesting comment at one of the recent conferences, he basically stated that some of the mouse models were shot with so much amyloid that when it was removed the mouse responded more so to the volume than affect. I never heard that before, he went on to saying some of the mouse models weren't realistic in these previous trials.
I would also add uplisting to Nasdaq, why bother if the data was questionable.
Increasing shares to 150 million only makes sense if you expect success.
Additional options granted at much higher price points.
And I would add one more thing, this is a seminal moment of Dr. Alkon's career, everything this man has learned about memory from the past 45 years is going to be judged on these results.
"Eliminating the second randomization enables an earlier completion of the study, accelerates planning of future studies and does result in a significant cost and time savings," said Dr. Daniel Alkon, Chief Scientific Officer of Neurotrope, Inc. "The study remains blinded without any interim data analysis performed. This decision was made solely to accelerate the evaluation and clinical development of bryostatin." Dr. Alkon continued, "We are excited to be able to anticipate the final data from the trial earlier than previously expected."
Why do this with the FDA unless there is mutual agreement to get this to the people that need it as rapidly as possible?
Gracias!
You are spot on with your answer.
Expect this to be an after market hours release. My guess would be next Friday.
XLD is correct, they will raise money since costs will elevate significantly. However, this is just a byproduct of a transformative stage of the company. I would raise the money before negotiating with BP.
1)Manufacturing costs of making a significant amount of Bryo
2)Open label ph 2 continuation of 150 patients
3)Phase 3 trial 300-400 patients.
4)Fragile X Trial
5)Other indications.
6)This company has how many employees? 5? Do they beef up the company with professional staff or sell to big pharma, need money if they are going to upgrade the different departments, IR will be working 24 hours a day with requests.
Next steps would be investment banking with the shelf registration going to mutual funds/ hedge funds that want to take a stake. In addition the investment banks would be the go between with BP. Do they sell 20% stake to a BP?
Learning from Bapineuzumab
APOE4 Carriers should be the sweet spot for Bryo, as a former shareholder of Elan and this drug I can tell you first hand their only hypothesis was clearing amyloid plaque. They never really did the due diligence to see whether this resulted in patient improvement, they were following the going hypothesis blindly. APOE4 was a clear validation that the plaque removal was too late in the process, they cleared the plaque significantly with zero cognitive improvement. Too late in the process.
Apoe4 subgroup could possibly be a target for ph2 approval with fda blessing if results are breakthrough.
https://www.ptcommunity.com/journal/article/full/2013/2/89/bapineuzumab-investigational-agent-alzheimer-s-disease
If NTRP had a drug that was going to fail ph2 I would say this would not take place.
The fact that they have the safety data on the previous cancer trial with 1400 patients makes early approval possible. The point you made about manufacturing enough drug becomes a hot topic if fda expedites. Nonetheless, I see the FDA and NTRP walking arm and arm, step by step, through a customized approval process with breakthrough fast track status. The dropping of the second part of the p2b speaks volumes to those who are listening.
Gracias
Think about the fact that the FDA basically said don't bother with the additional twelve weeks in the PH2 B study, the data must show some signs of reversal for them to forego the additional time and get this thing moving along. My thought all along was for them to do a phase 3 but have a set lookin period within three months where they give a green light.
However, you brought a valid argument to the table. Possibly granting approval with follow up study based on the ph 2b.
Actually, I had posted this information on stocktwits about three hours ago. I spoke with IR around 1:30 to try to clear up the confusion. Remember, they only have five employees.
El Chupacabra
Don,
Spoke with IR, apparently Fox contacted the company late yesterday about coming on today but this morning they called to say they didn't have time to do the interview. Long story short, we were bumped from the appearance.
El Chupacabra