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Replies to #610 on Biotech Ideas

gfp927z

12/07/23 7:42 PM

#611 RE: gfp927z #610

An Acurx interview tonight with Bloomberg TV (see below), so this could be part of the catalyst for today's jump in the stock.

As we know, the first batch of durability data should be released in Dec, per CEO Luci's previous guidance. Then the next batch (day 94 data) should be ~ Jan, and then the microbiome data. So a 3 stage release of data over the next few months to make things interesting :o)

I figure the 94 day durability data in Jan is the most important, with the Dec data being the lead up. If the Dec data is clearly positive the stock should zoom. If it's ambiguous, then we wait for the 94 day data in Jan, and the microbiome data. As a bio 'binary event' this is unusual, since a disappointment in Dec can be made moot by good news in Jan. So this de-risks the stock considerably. We already know that Ibex leaves the microbiome relatively intact, compared to Vancomycin, so Ibez's 'recurrence advantage' should increase over time, which makes for excellent odds with the 94 day data.

All IMHO :o)



>>> NEW YORK, Dec. 07, 2023 (GLOBE NEWSWIRE) -- FMW Media's New to The Street announces its corporate interview lineup for its business show airing as a sponsored program on Bloomberg TV tonight, Thursday, December 7, 2023, at 9:30 PM PT.

... 3) Biopharmaceutical - Acurx Pharmaceuticals, Inc.'s (NASDAQ: ACXP) ($ACXP) interview with David Luci, President/CEO.


https://finance.yahoo.com/news/street-tv-announces-episode-536-142000722.html


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