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Interesting article....
Gottlieb (ex-fda) said the sector’s low valuations create an opportunity to roll up therapies into a larger company focused on making antibiotics.
“After the Achaogen episode, a lot of valuations have been driven down quite dramatically. I think there’s an opportunity to try to find some existing assets and maybe build a company around those assets,” he said.
“That’s what I think I’d be interested in doing,” Gottlieb said. “There are other investors that are interested in this as well. I think the capital is out there to do that.”
While at the FDA, Gottlieb advocated finding new ways to pay for antibiotics, such as a licensing model that would charge hospitals upfront for access to new kinds of anti-infective drugs rather than paying for them on a per unit basis.
https://www.reuters.com/article/us-healthcare-gottlieb-investing-idUSKBN1X82LR
BOM BTD Submitted?
Number of Breakthrough Therapy Designation Requests RECEIVED - 2018
January - March 2018 (Target -N/A) Number = 4
April - June 2018 (Target -N/A) Number = TBD
Number of Breakthrough Therapy Designation Requests APPROVED - 2018
January - March 2018 (Target -N/A) Number = 1
April - June 2018 (Target -N/A) Number = TBD
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Good luck!
PlentyParanoid: Great post!
Facts matrix not only clarifies but also solidifies!
Thank you.
Petemantx-In a nutshell well said!!!
George jj I… very nice call, right on!!!
You never know......
The sub-lingual route (almost close to IV) usually produces a faster onset of action and the portion absorbed through the sublingual blood vessels bypasses the hepatic first-pass metabolic processes. If they can develop a sub-lingual strip/ tablet formulation having good Bio-availability, then even better!
rmzport:
There is something called "PATIENT COMPLIANCE"
"Just seven visits to your doc and taking seven simple injections and the worlds troubles are over"
or
Just one visit/ one injection? hmmmmmm
TheMonolith:
Do you have a written/published statement somewhere where NASDAQ had stated BOD's are not competent? or is it out of thin air or TM's pocket? And PLEASE don't tell me...look at the SP.
"Try investing at a minimum in a company with an independent board of directors made up with experienced veterans to give yourself a better chance.
Ipix tried to put their friends on it, and NASDAQ said no thank you."
Cassius Longinus -- I totally agree!
It's an IDEAL time for all the classic symptoms to flare up! :)
For longs - excitement - euphoria (D1 activation)...then there will be dopamine explosion...you know exactly when that happens (not far)!!!
For shorts - chills - jittery - anxiety (D2 Inhibition)
GLTU!
meehhh...meehhh :)
Yooper61 - very nice summary plus connecting dots!!! Also, I agree with the ICH guidelines as you stated……… ( to others...”Conference” was changed to “Council”).
Thank you!
NRY2 - Thank you! Agree! EOM.
Yooper61 - your ‘alternate thesis‘ pretty much in-line or imho not too far fetched either.
As per Petemantx - “Not long to wait now“
NRY2 - not sure what you’re trying to get at it.
At this stage of the juncture …… there is no comparison. I - is an approved oral pill and K - still in its clinical phase …… of course ROA is IV. …… but that will change and might complement I?
Unless I’m missing something …… help me out!
Georgejji - Thank you!
It’s like asking a mom……who’s your favorite kid? IMO -All these three candidates are unique and first-in-class properties! We have an amazing team out there working relentlessly …… about to show the world ……especially millions of patients who would really benefit and we’re playing a role as well To make that dream come true!
FYI - I always read your linked articles very informative ……in addition to other members on this board as well.
IMO - ignore the noise focus on the facts!
DrBones- Thank you!
Done! I just sent out informing about this approach. If any response from iPix team …… I’ll share with you guys!
GLTU!
PP - my apologies ………my numbers were a bit off……
Methoxy polyethylene glycol-epoetin beta is made from erythropoietin by chemically linking the N-terminal amino group or the ?-amino group of any lysine present in the protein with methoxy polyethylene glycol butanoic acid. The average molecular weight is approximately 60kDa.[1] The drug stimulates erythropoiesis by interacting with the erythropoietin receptor on progenitor cells in the bone marrow.[1] It has a reduced receptor binding activity compared to other ESAs and but retains in vivo activity due to an extended serum half-life. It has an in vivo half-life of around 135 hours as compared to darbapoietin alfa which has a half life of around 21-70 hours, the half life of which is three times that of the naturally occurring erthropoietin in the body.
[https://en.m.wikipedia.org/wiki/Methoxy_polyethylene_glycol-epoetin_beta]
Georgejjl-you,re right bout that!……… my thought process was leaning towards PEGs as well.
Hi PP - very good question/ observation……… imo very doable (rate limiting step …probably $$$).
Here’s an example ……increased serum level half-life
…Our body produces Epoetin Alfa/beta has a half-life of 5-6 hours
……Amgen under the trade name Aranesp -is a re-engineered form of erythropoietin containing 5 amino acid changes (N30, T32, V87, N88, T90) resulting in the creation of 2 new sites for N-linked carbohydrate addition. It has a 3-fold longer (~16 hours)serum half-life compared to epoetin alpha and epoetin beta
………Roche/Genentech under the trade name Mircera - has a half life of 12 folds (~65 hours).
Good luck!
No need to WONDER anymore once the P2b results are out...right? It's around the corner.....
Just count on how many bags do you need to carry ($$$).
Good luck!
I'd love to see GOOGLE jumping on this K! They have $$$/Technology/Scientific team. They're into biotech.
They have Calico/ Verily and other companies under their wing. Just a thought.
G - Thank you! You’re one of my goto person………you always substantiate with FACTS!
Great work!
LK - Well said!
Wondering if…… sublingual strips a possibility?
Probably.....They're well known for that ..when it comes to sysnthesis / formulations.
Agree! They have much bigger plans for K with an oral pill...PERIOD!
No worries.
YES! I hope its a bright green corner. :)
Nandi, Georgejjl! :)
I'd say it's an outlier spike in volume (I added 90k).....$$$ will roll in soon....but before that, I need to add some more..:) IMO
I was able to ADD 90k today mostly at 0.73. Hope I get to add some more tomorrow. :)
Your theory will come true :). And we would love to see that volcano eruption for sure (A BIG ONE!) but before that let me load up. :)
probably not. I was trying to get some at 0.72 then at 0.73 that's all. It got raised to 0.74. :(
Are you selling? I can buy. I just ADDED 45k at 0.73.
DONE! Placed my limit order at 0.70 (100k).
Hoping ASPIRE will sell some.....:)
Precisely that's what I'm going to do...place a limit order at 0.70 (100k). Let's see how it goes....here we go!
Aspire PLEASE HELP ME buy few shares!
I just bought almost 12k at 0.725! I can more add 100k (if I can get around 0.7 - 0.72 range) today!
GO IPIX!
KarinCA - Sorry to hear that! Family comes first. We do miss you though.
rodyar......I totally agree with you on that... I need 2 more weeks. Goal to add 100k more....rounding up funds $$$.
GO IPIX!
PP…………I second that!!!
In addition, I thank others as well who provide their meaningful insights etc.
IPIX - make it happen!!!
Well written/clarification. Thanks!
Good! Pfizer is a big roller when it comes to deals compared to other two...past observations.
I worked at Pfizer/Novartis/Roche! :)
Happy Goat!