Replies to Post #208049 onBiotech Values

Replies to #208049 on Biotech Values

01/16/17 9:09 PM

#208053 RE: ghmm #208049

ACRS -

Well to alleviate some of your worries they already reported results.

LOL Yes, that alleviates some of the worries. Sorry, I took a quick look at the pipeline and it looked like something still in P3 with results yet to be reported. Understood on your other concerns.

yes I've heard other JAK's for Alopecia but I don't know where any of the programs stand. It seems they are working on both oral and Topical formulations which I find interesting. I own CLVLY which is developing a drug for amongst other things Vitiligo and have come across some findings that JAK's have potential here. Its a disease that really could use better options (a lot of unapproved things, makeup and light therapy seem to be what is used no approved drug).

I was mistaken as the small-cap Australian company I was thinking of is actually targeting FGF5. Name is Cellmid. I don't take seriously at all as they have 1B (!) shares O/S, trade at 2.5 cents/share, and have just positioned their drug as part of some OTC product.

On the JAK side, I assume any of the JAK players could potentially have interest in alopecia unless there is a specific niche needed (JAK1/2/or 3?). Also, interesting that it looks like ACRS is partnered with RIGL. I'm assuming they got their whole JAK pipe for alopecia from RIGL.

I have always thought of CLVLY as at least one of the more legit small-cap Australian biotechs but would need to do more DD to think about any possible position.

mcbio

01/16/17 9:49 PM

#208054 RE: ghmm #208049

JAKs/alopecia -

yes I've heard other JAK's for Alopecia but I don't know where any of the programs stand.

Found this fairly recent article talking about JAKs (ruxolitinib/tofacitinib) in trials for alopecia: http://www.medscape.com/viewarticle/869388 . Early results seem promising. Doesn't appear to me that INCY and PFE are directly involved in these studies so perhaps ACRS is one of the few (only?) companies that is directly involved in pursuing JAKs for alopecia for now.