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DewD - Quick Question
Been watching Rigel since the positive RA results. Stock at one stage hit $31 i think. Anyway the company managed to get the secondary priced at $27. Ever since then the price has plummeted with story still intact. To be honest i never really thought that the data justified the price rise but obviously someone did as the secondary pricing would indicate. Is this stock action unusual? TIA.
Nerf??
"As long as they don't gap it too far today, I'm adding. Shorts will have to compete with my few thousand shares order."
You just said a few days ago "I only wish I had more money to buy with..."
You make $25 grand in a few days. That's a lot of patients to see. You must be busy. ;)
Nerf
Thanks for clarifying. The $20B was calculated when i "did the math" in relation to this statement by you:
"RPRX will have 2.5B sales within 2-4 yrs. (they plan on selling the company, much sooner than that). trailing 8 times sales is not uncommon. You may do that math"
My bad. Glad we have that sorted out. Sorry for pumping. ;)
Nerf - yes i agree with you.
Now lets get back to more "readable" material. This post by you is definitely worth repeating:
http://www.investorshub.com/boards/read_msg.asp?message_id=19991265
This will be a $20B Co. in 4 years. ;)
y3maxx & "Dr" Bill - if you listen to anything they say you're a fool. Could they be anymore transparent.
y3maxx - overallotment
Dr. Bill is correct regarding the over-allotment (now that's a first). What a shame his grapevine posts were total BS. It wasn't too long ago that he was saying the secondary was 5 times over-subscribed and this was going to $20. I would suggest anyone who might read this before it gets deleted (and me banned) to take what Dr. Bill says with a grain of salt. How Dew even allowed his pumping was beyond me. Good Luck to you all.
Dr. Bill - medical doctor my a%*
Another 13G filed:
Morgan Stanley/Frontline - 562,426 shares (increased holding from approx. 305,000)
Ok that's it for my postings till the next major news event. Until then stay strong. :)
Another 13G just filed
Quogue Capital Fund dumped 605,574 shares.
5 13G's Breakdown
Please do not take the following as fact as i only spent a few minutes gathering this info so it might not be precise:
1/11 Efficacy Fund - 1,014,128 shares (** increased holding from 672,528 shares)
1/12 Atlas Master Fund etc.. - 595,000 shares (no prior filing)
2/2 Xmark Fund - 0 shares as of 12/31/06 (** prior filing indicated ownership of 514,000 shares)
2/7 Promed - 346,572 shares (** decreased holding from 657,129 shares. Not sure when shares were sold)
2/9 HBK - 0 shares as of 12/31/06 (** prior filing indicated ownership of 1,000,000 shares)
Some of these Funds have been linked with a number of recent Biotech debacles so forced liquidation of assets is not out of the question (someone mentioned this already).
IMO the recent breakdown in the stock is not surprising. Most development stage Bios are news driven. Many Funds use this quiet period to shake out the weak hands/margin players. Looking forward to 2H 2007. Good Luck!!
CBLI - mentioned in Barron's
Cleveland BioLabs Inc. (CBLI, $6.40, $0.20, 3.2%) could benefit speculation that the government may call for a drug to treat exposure to radiation. The company expects to start human trials on its drug to protect good cells during cancer radiation this fall.
NYMX - Anyone know anything about this Co.??
Here is their latest PR: "The data and clinical profile of NX-1207 continue to be compelling. Nymox has received serious expressions of interest about NX-1207 from a number of major pharmaceutical companies from around the world and the Company is carefully weighing its options in order to find the right partners on the right terms."
I appreciate any Co. that keeps their shareholders informed but is this normal practise? Also they are a PR machine touting their products nearly every other day. Any feedback is appreciated.
** The RPRX pricing today is FANTASTICALLY EXCELLENT news. ;)
Dew - RPRX
I'm amazed how tolerant you have been about some RPRX posts. What i like about this board is it's lack of tall talk. The recent interest in RPRX has diminished this fact greatly IMO. The most recent post i read was that we are now witnessing a possible "miracle drug" in the making. The DrBill poster is no more a doctor then i'm a rocket scientist and believe me i ain't no rocket scientist. Does he think by using such an ID that his posts will have more credibility? Why do you allow such obvious pumping? By the way i bought in the high $11's and see this as a high risk/ reward play as i would with any Co. with drugs in phase II trials. Thanks for keeping it real Dew.
RPRX - rfj1862
FYI Expected timelines are included in the Prospectus filed today.
http://www.sec.gov/Archives/edgar/data/897075/000095013407000926/h42891b5e424b5.htm
RPRX - dewophile
"1. dilution is based on # shares issued, which is less than what many expected"
I was unware that many expected the Co. to sell the entire 5m shelf in the offering. I try not to make assumptions like these.
"2. the fact that less $ was raised now might speak to additional expected revenue from alternative sources (i.e. partnership(s)) in the near future"
Thank you for that insight.
Sorry if i sound cautious but what when i see posters throwing words around like fantastic and excellent (both rarities on this forum) on a basic PR i feel like i missed something hence the questions. Thanks again.
RPRX - Descibed as Excellent and Fantastic news yet the secondary is not even priced. Can someone explain why this is such a positive development (besides the obvious of course)? tia
rfj - Insider Alerts
Not sure if this is what you wanted but the following link will list insider transactions as they are filed:
http://www.yourika.com/tyminstrd.html
Dew - CBLI news??
Appreciate any comment you might have. Thx.
RPRX - RFJ??
When i realized that this Co. used to be Zonagen i talked myself out of buying. The CEO scared me away. Please say something to alleviate my anxiety so i can buy and reap the rewards with all of you. I know the data speaks for itself but .... TIA.
Dew & RPRX - just wondering if your buying into this story after their positive results?? Nice volume today.
Dew - Could you elaborate a little on the following statement regarding TELK:
"they will try to take the company private if the ASSIST trials bomb"
How would this be beneficial for the Co.? tia
NFLD appreciate any opinions on trading. Could results have leaked?
NFLD Northfield Laboratories Trial Update Conference Call Today after Market Close.
Any comments??
"NBIX is going to stay silent on first meeting outcome until second meeting has been had."
Is this your own opinion or otherwise? tia
DSCO - Is it GAME OVER?? Anyone??
Dew - Indiplon moral?
What position are NBIX in now? Is it possible that the FDA will extent the PDUFA date? tia.
Dew - Sorry if you have already answered this but what do you think of the FDA's timely manner response regarding Indiplon? tia
Aloha?? It's related to the female pelvic system. Another reason the female jock is inferior to the male (sorry that's the truth).
Would really appreciate it if you could elaborate a little on this statement. I'm a big racing fan and in recent years has seen some promising female jocks coming up the ranks in my country. Any discussion regarding male v. female has always centered around one aspect i.e. strength. Thanks in advance.
KOSP - Growth declining
Script numbers
From 1/9/06 IMS data:
Kos � Niaspan
Niaspan NRx share was down 17 b.p. to 3.24%
KOSP - is this a BUY yet?? TIA!!
Help?? VRA - Viragen Reports Avian Transgenic Breakthrough: OVA(TM) System Expresses Interferon-Beta
Wednesday January 18, 11:00 am ET
PLANTATION, Fla., Jan. 18 /PRNewswire-FirstCall/ -- Viragen, Inc. (Amex: VRA - News) today announced that the Company's scientists, along with its collaborators at the Roslin Institute and Oxford BioMedica plc, have successfully achieved expression of significant quantities of the human protein, interferon beta-1a, in the whites of eggs laid by transgenic hens using the OVA(TM) System (Avian Transgenic Biomanufacturing). Interferon-beta is a key component of the human immune system and is the active ingredient in several leading multiple sclerosis (MS) therapies. These results are the first in a series of anticipated milestones demonstrating "Proof-of-Principle" with an avian-expressed version of interferon-beta, and it is expected that the OVA(TM) System will be capable of cost-effectively expressing many types of therapeutic proteins.
ADVERTISEMENT
Viragen and Roslin are conducting avian expression studies on various protein candidates including interferon beta-1a, which is currently marketed under two competing brand names for the treatment of MS. These MS products are Avonex®*, marketed by Biogen Idec, and Rebif®**, marketed by Serono, with combined annual global sales over $2.5 billion.
The Project's Scientific Leader, Dr. Helen Sang of Scotland's Roslin Institute, commented, "We are extremely pleased to report this key advance in our program to develop a preferred platform for the production of selected biopharmaceutical proteins, having now successfully developed transgenic hens that are synthesizing significant quantities of interferon-beta as a component of their egg white. This is the second protein candidate with which we have achieved promising results, as we previously reported expression and recovery of a functional humanized antibody. As we fully characterize the interferon- beta that is recovered, both biochemically and by functional tests, we expect such results will confirm our progress."
"This is a truly remarkable achievement for our team in Scotland and represents a major event towards our goal to definitively position the OVA(TM) System as a revolutionary transgenic bio-manufacturing alternative," stated Dr. Karen Jervis, Vice President and Managing Director of Viragen (Scotland) Ltd. "We will continue to collect eggs from these hens and subsequent generations to confirm quality and quantity of the protein. In addition, we will be analyzing the carbohydrate profile of the product, which may represent another key advantage to OVA(TM)-expressed proteins. Certain biotech drugs require post-translational modifications in order that the drug retains its full efficacy and is well tolerated when used as a human therapeutic. Although we must confirm the nature of the modifications conferred by the OVA(TM) System, we are hopeful that avian transgenic production may be able to retain these beneficial modifications, which may in turn translate to a lower cost of goods and a more economical process."
While more data are required to provide a precise economic model, Viragen's President & CEO, Charles A. Rice, stressed the significance of this achievement, "We are continuing to report historic scientific breakthroughs, as we achieve the essential prerequisites to develop a viable, cost-effective, transgenic bio-manufacturing system. To imagine the potential, based on the highest expression levels we have found, it is conceivable that a small flock of a couple of hundred hens could satisfy the entire U.S. market demand for interferon beta-1a. These figures are preliminary, but certainly suggest why this technology might be so desirable to a company seeking new benefits in the manufacturing of current and future products. We congratulate our Scotland teams at VSL and the Roslin Institute for their commitment, patience, perseverance and fine work on this important project, and we look forward to even more dramatic results throughout this year."
*Avonex® (interferon beta-1a) is a registered trademark of Biogen Idec, Inc.
** Rebif® (interferon beta-1a) is a registered trademark of Serono, Inc.
Viragen has no agreements with Biogen Idec or Serono and did not collaborate with either company in connection with these avian expression studies.
About the OVA(TM) System:
Viragen holds the worldwide exclusive license to commercialize the OVA(TM) System (Avian Transgenic Biomanufacturing) as granted by the Roslin Institute (Scotland). The project is designed to develop the chicken into a pharmaceutical bioreactor, one that can meet the growing need for protein- based human therapeutics. Based on the creation of lines of transgenic hens which have been engineered to produce a target protein in their eggs using the LentiVector® gene delivery system licensed from Oxford BioMedica plc, this technology is being developed as an efficient and economical alternative to standard bio-manufacturing techniques, having many apparent advantages in ease of scale-up, lower costs of production and quality of product produced.
ONXX - FDA Approves Nexavar(R) for Treatment of Patients with Advanced Kidney Cancer
PR Newswire - December 20, 2005 13:15
Dec 20, 2005 /PRNewswire via COMTEX/ --
- First FDA Approved Treatment in this Indication in More Than a Decade -
WEST HAVEN, Conn., and EMERYVILLE, Calif., Dec. 20 /PRNewswire-FirstCall/ -- Bayer Pharmaceuticals Corporation (NYSE: BAY) and Onyx Pharmaceuticals, Inc. (Nasdaq: ONXX) today announced that the U.S. Food and Drug Administration (FDA) has approved Nexavar(R) (sorafenib) tablets for the treatment of patients with advanced renal cell carcinoma (RCC), or kidney cancer. Nexavar, which has been shown to double progression-free survival in patients with advanced RCC, is the first FDA-approved treatment for this type of cancer in more than a decade. The companies expect that Nexavar will be shipped, primarily to specialty pharmacies, and available to patients within the next 24 hours.
"Nexavar is an oral anticancer drug that blocks tumor growth in new ways," said Arthur Higgins, Chairman of Bayer HealthCare's Executive Committee. "It has demonstrated the ability to prolong progression-free survival. Nexavar also has been shown to delay the progression of cancer in the majority of patients with a manageable side effect profile -- an area that has been a challenge for patients and their physicians."
"The approval of Nexavar reflects the culmination of 12 years of hard work by countless dedicated scientists and clinicians, as well as the selfless participation of individuals suffering with advanced kidney cancer," said Hollings C. Renton, Chairman, President and Chief Executive Officer of Onyx Pharmaceuticals, Inc. "We thank all of these groups for their important contributions to Nexavar's development."
The companies also announced that a new program -- the Resources for Expert Assistance and Care Helpline (REACH(R)) -- is available to answer questions about Nexavar treatment, reimbursement, and patient support. For more information, healthcare providers and patients may contact the REACH program at 1.866.NEXAVAR (1.866.639.2827).
As part of the global registration strategy, a Marketing Authorization Application (MAA) was also submitted to the European Medicines Agency (EMEA) in London in September 2005 for approval to market Nexavar within the European Union for the treatment of RCC. In addition, filings have been completed in Switzerland, Australia, Brazil, Canada, and Mexico.
Phase III Summary
Nexavar's FDA approval was based on Phase III data from the largest randomized, placebo-controlled trial ever conducted in patients with advanced renal cell cancer. In the Phase III study, Nexavar doubled progression-free survival (PFS) when compared to placebo. Progression-free survival measures the time that a patient lives without evident tumor growth. In this study, PFS was doubled to a median value of six months in patients receiving Nexavar as compared to three months for patients receiving placebo (p-value < 0.000001). All subgroups examined, including patients who had not received conventional treatment with biologics, such as interleukin-2 or interferon-alpha, appeared to benefit as well.
At the time of a planned interim survival analysis, based on 220 deaths, overall survival was longer for Nexavar than placebo with a hazard ratio (Nexavar over placebo) of 0.72. This analysis did not meet the prespecified criteria for statistical significance. Additional analyses are planned at the time survival data mature.
In the pivotal Phase III trial, the most common reported treatment- emergent adverse events of any severity were diarrhea, rash/desquamation, fatigue, hand-foot skin reaction, alopecia, nausea, pruritus, hypertension, vomiting, and anorexia. Grade 3 and 4 treatment-emergent adverse events were reported in 31 percent (vs. 22 percent for placebo-treated patients) and 7 percent (vs. 6 percent for placebo-treated patients) of Nexavar treated patients, respectively.
"As a kidney cancer survivor, I'm pleased that there is a new treatment available for patients with this deadly disease -- a disease for which additional treatment options are welcome," said Bill Bro, President of the Kidney Cancer Association. "Breakthroughs in research over the last several years have given renewed hope to patients who previously had fewer treatment options."
KOSP - Down Big. Any news??
INSM - HELP
Is there a difference betwwen Primary IGFD and the severe form of Primary IGFD? As my name suggests i am new at this. TIA.
MNTA - Any idea when some news is expected. TIA!!
SRDX
SurModics' Hydrophilic Coating on Medtronic Endeavor(TM) Drug-Eluting Stent Delivery System
Business Wire - November 29, 2005 16:25
EDEN PRAIRIE, Minn., Nov 29, 2005 (BUSINESS WIRE) -- SurModics, Inc. (Nasdaq:SRDX), a leading provider of surface modification and drug delivery technologies to the healthcare industry, announced today that its advanced hydrophilic technology has been licensed to Medtronic, Inc. (NYSE:MDT) to provide the lubricious coating on the delivery system of the Endeavor(TM) Drug-Eluting Coronary Stent.
"Deliverability is a key differentiator in the stent market, and we believe the combination of Medtronic's stent technology and SurModics' hydrophilic coating technology helps achieve this objective with outstanding results," said Bruce Barclay, President and CEO of SurModics. "We are honored to have our hydrophilic technology on the delivery catheters of Medtronic's highly deliverable Endeavor drug-eluting stent system."
"SurModics has numerous ways of participating in the growing opportunity created by the convergence of drugs and devices, especially in the area of drug-eluting stents through our unique business model and broad portfolio of technologies," continued Barclay. "Currently, we have three business units serving the cardiology field, in particular the DES market - Drug Delivery, Regenerative Technologies, and Hydrophilic Technologies. Our Drug Delivery business unit offers polymer systems, such as the Bravo(TM) Drug Delivery Polymer Matrix, to provide site-specific controlled release drug delivery. Our Regenerative Technologies business unit is introducing antithrombotic and pro-healing technologies into the market, which could play a significant role in future generations of DES products. Lastly, as our announcement today reflects, our Hydrophilic Technologies business unit offers advanced lubricity, hydrophilic coatings on DES delivery catheters."
About SurModics, Inc.
SurModics, Inc. is a leading provider of surface modification technologies, in the areas of biocompatibility, site-specific drug delivery, biological cell encapsulation, and medical diagnostics. SurModics partners with the world's foremost medical device, pharmaceutical and life science companies to bring innovation together for better patient outcomes. A significant portion of SurModics' revenue is generated by royalties from the sale of commercial products resulting from its corporate relationships. Recent collaborative efforts include the implementation of the SurModics' BRAVO drug delivery polymer matrix as a key component in the first-to-market drug-eluting coronary stent. SurModics is headquartered in Eden Prairie, MN and more information about the company can be found at www.surmodics.com. The content of SurModics' web site is not part of this release or part of any filings the company makes with the SEC.
Much Obliged!!!
EXEL & ARNA
Would really appreciate any feedback on either of these two stocks. Newbie here.
P.S. Thanks for a great board.
*DJ Vical DNA Vaccine Technology Enters Phase 2 Clinical Trial For HIV>VICL
Any comments??