Excellent results for ACHN in these two 'sentinel' patients. As I have posted, I have been building a position, but I am adding (or trying to) on this weakness. The float may increase considerably though.
There is a fellow that posts on SA named Moat Physics' Blog that had an article yesterday on OMER and claimed that TID dosing would not cut it for ACH-4471 due to compliance issues. This entity does not realize that they are doing TID to maintain alternative pathway blockade for POC, now they can consider and do the many things that can prolong drug absorption and maintain exposure for QD dosing. They certainly are aware of this aspect of drug development based on the JNJ collaboration. I really like the ACHN bomarker approach to confirm alternative pathway involvement. (I stopped replying to SA articles due to the email barrage that typically ensues.)
ACHN is a solid buy here, and I missed a buy penny this am. As a friend once told me and reminded me often, "Don't sweat the pennies when it comes to buying a bargain stock".
As a side bar comparing the ACHN to OMER approach for kidney diseases, the strategy for alternative pathway blockade via Factor D inhibition in kidney disease does not always involve alternative pathway. There is pretty decent literature on this.
