Replies to post #304 on Equity Field Notes from temporal sources

[DanWebzster]

ALKS focus is shifting from its marketed to products to its questionable pipeline:

ALKS5461 received refusal to file letter from FDA. PDUFA is 1/31/19. Efficacy is very dubious, but the drug is safe and FDA has a history of being soft on depression medications that don't really work.


ALKS4230 is an IL-2 agonist that was included in a collaboration with NKTR/BMY. Ph1 dose escalation data will be out H2/18. If skepticism about toxicity proves unwarranted, this collaboration has promise.

ALKS3831 will report Ph3 results in a weight gain trial. If approved, this drug will have limited commercial viability

BIIB098 will have an NDA filing Q4/18. There is skepticism surrounding the competitiveness of this drug.

[DanWebzster]

HL acquired KLDX Nevada assets 7/18

Unlike many mid-large cap North American miners, HL reserves are in relatively good shape.

In addition, Lucky Friday has a remaining 30-yr mine life with an automation initiative in its early stages.