Antiaging Quantum Living Inc (AAQL)

[Ro the Bull]

It's almost entertainingly consistent to see the Seeking Alpha hit pieces come out about 48 hours after significant gains in a biotech... Especially the ones that had a lot of shorts get hammered. I've not looked into the background on this author as I did not feel it was worth the time, so maybe it's legit? Most of the articles along the same vein that I've seen have about the same tenor and tone, though...

http://seekingalpha.com/article/2265543-why-big-pharma-has-no-interest-in-achillions-me-too-hepatitis-c-drug?uprof=22


There's a clear standard set for Type 1B with Sovaldi. 12 weeks and minimal side effects. Especially compared to the additional suffering caused by PEG Interferon included treatments that came before it. The next target for competitiveness involves several key areas:

8 week course of treatment
90+% efficacy and no breakthrough
multi-genotype efficacy.

In the US, about 70% of HCV is Genotype 1, per this resource:

http://www.ncbi.nlm.nih.gov/pubmed/22997077

There are between 7 and 11 different identified genotypes recognized worldwide. Certain genotypes are identified in certain regions of the world. In the US alone, an estimated 3.2M people have HCV and statistically 75-80 will develop chronic symptoms and potentially seek treatment.

We're talking a very large potential pie, world-wide...

But trials are going to be particularly expensive in the US b/c blinded trials using Sovaldi arms are going to have to pay $84k per patient for the drug alone, before you factor in additional costs for physicians and trial management operations...

Enjoy the day, all. Even with this big run-up, ACHN has only just barely recovered back to where it was before before the FDA hold threw the stock price down a steep cliff. I firmly believe that there's a good pipeline here. Otherwise they wouldn't be sitting on the amount of cash they have, and they wouldn't have a world class team with significant direct HCV trial experience running their trials.