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ghmm

01/05/15 9:11 PM

#185501 RE: DewDiligence #185466

OCRX:

What do you dislike about the 2B design is it that both arms get SOC? The dose is 2x the investigator sponsored trials which surprised me a bit. I was disappointed with the slow enrollment they said its picked up a bit (I think they may have loosened some enrollment criteria but by memory don't recall what)

I am long the stock (though not one of my bigger positions).

ronpopeil

01/05/15 9:42 PM

#185502 RE: DewDiligence #185466

WhAt do u mean with regard to tril? Tia. I own a bunch of tril fwiw

DewDiligence

01/12/15 2:56 PM

#185913 RE: DewDiligence #185466

EGRX, although not formally presenting at JPM, updated its corporate slide set today:

http://www.sec.gov/Archives/edgar/data/827871/000110465915001760/a15-2160_1ex99d1.htm

ronpopeil

01/28/15 2:08 PM

#186701 RE: DewDiligence #185466

You like this one then? I've just started doing some dd on it

DewDiligence

02/17/15 2:00 PM

#187619 RE: DewDiligence #185466

EGRX +20% (all-time high) on settlement/license with Teva re rapid-acting liquid formulation of Treanda for US market:

http://finance.yahoo.com/news/teva-eagle-pharmaceuticals-announce-teva-120000150.html

Teva Pharmaceutical Industries Ltd. and Eagle Pharmaceuticals, Inc. today announce that the companies have entered into an exclusive license agreement for EP-3102, Eagle’s bendamustine hydrochloride (HCl) rapid infusion product for the treatment of chronic lymphocytic leukemia (CLL) and indolent B-cell non-Hodgkin lymphoma (NHL).

Teva will be responsible for all U.S. commercial activities for the product including promotion and distribution. Eagle has responsibility for obtaining all regulatory approvals, conducting post-approval clinical studies, if required, and initially supplying drug product to Teva.

Eagle has submitted a New Drug Application (NDA) to the U.S. Food and Drug Administration (FDA) for the rapid infusion bendamustine product for the treatment of patients with CLL and patients with indolent B-cell NHL that has progressed during or within six months of treatment with rituximab or a rituximab-containing regimen. Eagle has requested Priority Review of the NDA; this product candidate has received Orphan Drug Designations for both CLL and indolent B-cell NHL, and therefore may be eligible for seven years of exclusivity upon approval. The NDA is supported by data from Eagle’s recently-completed clinical trials demonstrating that the rapid infusion bendamustine HCl product can be administered in ten minutes in a low-volume, 50 mL admixture.

…As part of the agreement, Teva will waive its orphan drug exclusivities for NHL and CLL with respect to EP-3102, which should allow the product to come to market more quickly. Under the terms of the exclusive license agreement, Eagle will receive an upfront cash payment of $30 million and is eligible to receive up to $90 million in additional milestone payments. In addition, Eagle will receive double-digit royalties on net sales of the product, assuming FDA approval.

This removes a major overhang from EGRX insofar as Teva had maintained that its own orphan-drug exclusivity on Treanda blocked EGRX’s product from being launched; moreover, the two companies were embroiled in Treanda patent litigation, which has now been settled.

According to today’s CC, the $90M in potential milestone payments relate to three goals: i) timely FDA approval of EGRX’s 505b2 NDA; ii) attaining undisclosed sales thresholds; and iii) reimbursement positioning of the product.

Although other companies’ generic versions of lyophilized Treanda could come to market as soon as 2016 (when the H-W 30-month stay expires), Teva’s Orange Book patents against those challengers could hold up; in any case, EGRX believes that its rapid-infusion ready-liquid formulation can win out against any generic competition (and Teva evidently agrees).

EGRX is now +69% from its IPO price of $15 exactly one year ago. I own the stock in the SI charity contest.

DewDiligence

02/19/15 10:30 AM

#187652 RE: DewDiligence #185466

ADXS sold 3.1M shares @$7.50 in a direct placement yesterday:

http://finance.yahoo.com/news/advaxis-completes-23-million-financing-171500525.html

Adage Capital Management, L.P. ("Adage"), Broadfin Capital LLC, Sectoral Asset Management, Cormorant Asset Management and certain funds and accounts managed by T. Rowe Price Associates, Inc. participated in this financing along with another institutional investor. Following the close of the transaction, Adage will own approximately 19% of the outstanding shares of Advaxis. Proceeds from this financing will be used primarily to fund the continued clinical development of Advaxis's cancer immunotherapy pipeline.

With the liquidity overhang removed, ADXS shares rose 15% yesterday.

DewDiligence

03/10/15 11:08 AM

#188402 RE: DewDiligence #185466

AGTC files IND for lead program in X-linked retinoschisis:

http://finance.yahoo.com/news/agtc-files-investigational-drug-application-110000179.html

Pending the FDA's acceptance of the IND application, the Company plans to initiate a clinical study evaluating the safety and efficacy of AGTC's proprietary gene therapy for treating XLRS during the second quarter of 2015 and expects to have initial data during the second half of 2015.

XLRS is an inherited retinal disease caused by mutations in the RS1 gene, which encodes the retinoschisin protein. XLRS is characterized by abnormal splitting of the layers of the retina, resulting in poor visual acuity in young boys, which can worsen as the patients age. There are currently no approved treatments for XLRS.

AGTC is presenting at the Roth conference today at 1:30pm ET.

DewDiligence

03/13/15 9:17 AM

#188565 RE: DewDiligence #185466

EGRX +18% yesterday on no news I’m aware of. (+193% in 2015.)

DewDiligence

03/16/15 4:08 PM

#188691 RE: DewDiligence #185466

EGRX selling $165M* of stock at unspecified price:

http://finance.yahoo.com/news/eagle-pharmaceuticals-announces-commencement-public-200100721.html

Concurrent with the company’s follow-on offering, major shareholders are selling 129,800 shares.

EGRX has risen 172%(!) during 2015, but it fell 8% today, presumably on awareness of the financing transaction.

*Assuming exercise of underwriter’s option.

DewDiligence

03/17/15 4:18 PM

#188715 RE: DewDiligence #185466

MCUR had $47.4M of cash at 12/31/14; 2015 cash usage expected to be $21-25M:

http://www.sec.gov/Archives/edgar/data/1606012/000117891315000892/exhibit_99-1.htm

Inasmuch as the first phase-3 trial is expected to report data in 2015, MCUR ought to be able to raise cash on favorable terms if this trial is a success.

I own MCUR in the SI charity contest.

DewDiligence

04/08/15 10:40 AM

#189686 RE: DewDiligence #185466

ADXS, MRK enroll first patient in phase-2 trial testing Keytruda + ADXS-PSA in second-line CRPC:

http://finance.yahoo.com/news/advaxis-merck-announce-initiation-enrollment-113000205.html

This trial listing is at: https://www.clinicaltrials.gov/ct2/show/NCT02325557 .

DewDiligence

05/04/15 11:37 AM

#190836 RE: DewDiligence #185466

MCUR hires VP of regulatory affairs with 30 years experience at AGN, JNJ, and BMY:

http://finance.yahoo.com/news/macrocure-hires-lewis-gryziewicz-vice-120000086.html

DewDiligence

05/05/15 4:24 PM

#190876 RE: DewDiligence #185466

(EGRX)—The body language from MDCO’s 1Q15 CC suggests to me that an Angiomax settlement may be in the works.

jmkobers

05/11/15 10:02 PM

#191134 RE: DewDiligence #185466

Picking stocks for a charity contest and choosing to buy them for a personal portfolio with real cash are entirely different things, how many of these would you buy with your own money (I know your stance on some such as OCRX and ENTA) what about the others?

DewDiligence

05/18/15 10:05 AM

#191379 RE: DewDiligence #185466