The eyes and ears team for bio trialsThis discussion came about as the result of the GS thread ”This Tiny, Unknown Biotech is About to Unleash Its ‘Holy Grail’ Drug”
It is hoped that all/any that can throw light, can brainstorm here and feedback consensus to the thread. Good work Guys. my best Alan Harris.
This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.
I sold all my RNN position today pre-market and bought more DRTX.
DRTX has a PDUFA date of May 26th and so is QRXPY May 25th. Maybe a quick spike on these two is possible!
Anti-Infective Drugs Advisory Committee meeting on Mar. 31 to discuss the NDA of dalbavancin (afternoon session).
https://www.federalregister.gov/articles/2014/02/12/2014-02942/anti-infective-drugs-advisory-committee-notice-of-meeting
Hmm, also discussing the NDA of tedizolid phosphate tablets and tedizolid phosphate injection, submitted by Trius Therapeutics (TSRX) in the morning session. Anyone know anything about them? Currently trading ~$13.60 on NASDAQ.
Oops, didn’t dig deep enough. Trius was bought out in Sept. 2013 by Cubist Pharmaceuticals, which is trading ~$76.
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(Originally posted this in the giant thread, but it’s having problems with comments out of order, so I’m afraid it might get over looked there.)
Dr. KSS. Is it worth re-visiting Patrys?
Is this the data you were looking for from the ASH meeting last Dec.?
http://www.patrys.com/images/stories/scientificpresentations/Poster%20ASH%202013%20Read-Only%20Compatibility%20Mode.pdf
Someone named Dr. Dax Marcus Calder bought a bunch more shares from Sept. 2013 to Dec. 2013 (note the huge amount purchased on Dec. 19, after the ASH meeting):
http://www.patrys.com/images/stories/mediareleases/372_1293198.pdf
Shareholder update:
http://www.patrys.com/images/stories/mediareleases/376_PAB_ASX_Release_-_Shareholder_Update_230114_-_Final.pdf
Commentary on 1/2 year report (to Dec. 2013):
http://www.patrys.com/images/stories/mediareleases/378_ASX_Half_Year_Report.pdf
3D printed liver makes surgery safer,guides surgeon thru tricky procedures. transparent material with colored veins and arteries,100% identical models of patient.Great for students Dr.Nizco Lein,the chief of Hepatology at Cleveland Clinic in Ohio. live science . com. 3/10/14.Onvo and 3D printing will become greater as time goes on. Thanks to All.
Subramania, QRXPY pdufa will be friday 23th since may 25th is Sunday…just for your control…
I thought about selling some RNN today, but I will ride them a little longer..up 40% now but lets wait and see…It is not easy to know how to navigate the ups and downs with biotech stocks…
Thanks everybody here for the great info!!
Hello All,
I just want to share some information I have been collecting about some stocks mentioned here (mostly with good comments from Dr. KSS)…always do your own DD before buying!!
Alchemia “ACL.AX” (australian stock) phase 3 results expected 2Q2014
AcelRX “ACRX” Pdufa July 27th
Durata “DRTX” Ad-com meeting March 31st Pdufa May 26th
Exact Science “EXAS” Ad-com meeting March 27th (cannot find any comments from Dr. KSS on this one)
QRXPharma “QRX.AX” (australian stock)Ad-com May 23rd
Pdufa stand for “Prescription Drug User Fee Act” (FDA is OK with the drug)
Ad-com stand for “Advisory Committe” (experts take a look at the new drug and provide marketing approval recommendations that the FDA may or may not choose to follow)
Hope this is helpful…by the way, I am long acl.ax, acrx, drtx, exas, qrx.ax
I have not seen ISR mentioned yet (IsoRay) and its brachytherapy with Cesium 131. I would love to know the good Dr. KSS opion on this company. I have been following for about a year and have been in and out and now back in again.
This article “http://seekingalpha.com/article/2089233-why-isoray-presents-a-very-compelling-risk-reward-opportunity?source=email_rt_mc_focus_0&app=1in”
SA is a recent interview with CEO Dwight Babcock
and its comparison shows how undervalued IsoRay is
“Let’s analyze how IsoRay’s current valuation compares to other cancer plays:
Ziopharma (ZIOP), has a whopping price/sales multiple of 468, price/book 102, low cash, high burn, is still lingering in a Phase II trial, and has a market cap of $368 million.
Threshold Pharmaceuticals (THLD), has a high price/sales multiple of 25, negative book value, high debt, is still lingering in a Phase III trial, and has a market cap of $277 million.
Synta Pharmaceuticals (SNTA), generates no revenue at all, low cash, high debt, high burn, is still lingering in Phase II/III trials, and has a market cap of $445 million.
Endocyte (ECYT), high burn, is still lingering in Phase II/III trials, and has a market cap of $558 million.
IsoRay: low price/sales multiple of 5, no debt, ample cash, low burn, FDA approval and a market cap of….just $30 million.”
I am loving and appreciating all that I am learning here.
OXGN more than doubles in pre-market.
Oxigene Inc says drug meets main goal of ovarian cancer trial!
http://www.chicagotribune.com/health/sns-rt-us-oxigene-cancer-20140311,0,7380322.story
Subramania: This just in on $OXGN
I can’t find anything else in the GS threads on DR KSS opinion on this drug.
Do we have any kind of consensus on it?
UPDATE: H.C. Wainwright & Co. Initiates Coverage on OXiGENE on Anticipated Major Catalysts
10:21a ET April 29, 2014 (Benzinga) Print
In a report published Tuesday, H.C. Wainwright & Co. analyst George B. Zavoico initiated coverage on OXiGENE (NASDAQ: OXGN) with a Buy rating and $7.50 price target.
In the report, H.C. Wainwright & Co. noted, “We are initiating coverage of OXiGENE with a BUY recommendation and a $7.50 one-year price target. We anticipate major catalysts from leading drug candidate Zybrestat to attract investors before year-end: details of the positive median progression-free survival (mPFS) results from a Phase II ovarian cancer trial could lead to a registrational Phase II/III trial in 2015, and guidance from the EMA on a registration pathway under an Exceptional Circumstances provision in anaplastic thyroid cancer (ATC) could lead to an MAA filing in early 2016.”
OXiGENE closed on Monday at $2.98
Thomas: I submitted this to Dr. KSS on the new thread.
http://www.stockgumshoe.com/2014/05/microblog-guaranteed-weight-loss-without-surgery-drugs-or-dieting-really/#comment-1496515
Subra, did i miss something regarding RNN?
Nope i dont think so. I took profit since i was long RNN from 48 cents. Will buy again soon!
New article on BNIKF this morning on SA by author pannobhaso
http://seekingalpha.com/article/2083973-benitec-the-health-payers-dream-biotech?source=yahoo
Kenny, Pannobhaso has been covering Benitec since January and finally we have an article published!
I see good support in the $1.65 to $1.70 range!
I picked up another 5K @ 1.71, I didn’t get any bites at 1.70, but the order was filled straight away at 1.71
I was able to get some filled at $1.68 and still more at $1.70
If a “mainstream” author writes an article with that approach (heathcare costs), it would likely send it up while we wait for news on the dosing.
The article mentioned some points that were previously touched on by Dr K$$. If this doesn’t move the stock I think it will be stuck in the current trading range until dosing results come in – whenever that will be.
Uniqure looks like a buy. Anyone is invested in this stock? I’m thinking to build a position. First gene therapy DA approved what’s not to like about it?
I like Uniqure! They also have licensed ddRNAi from Benitec to treat Huntington’s disease!
Guys how do I get to the spread sheet?Thanks,Glenn
Glenn: You can find the spreadsheet here:
https://docs.google.com/spreadsheet/ccc?key=0AoBJuf2w_rQPdG51RWFkLXBtN3JKblNUSmdaYU1XOGc&usp=sharing#gid=0
Thanks Kenny,much appreciated.
I am just logging in from the Benitec thread which I have enjoyed since day one. I am an M&A guy with 40 years of experience and now enjoying a new investment strategy in biotech. The participants on these threads are terrific. Thank you all.
Forgot to check notify box!
Just logging in to establish contact with the thread. Thanks to everyone posting. I first met Dr. KSS on the vaccine discussion. His subsequent threads have literally changed my life. Such Knowledge, Humor, and above all Courtesy is hard to describe. Thanks to all of you.
Venaxis (APPY) closed yesterday at $2.71, opened at $3.31, and hit an early day high of $3.88 based on news that their APPY1 appendicitis test correctly predicted results in 97 percent of patients in a clinical trial. It’s been fun, but I’m out.
77. jer_vic: Dr. KSS has previously commented negatively concerning the APPY appendicitis diagnostic. There are simple, inexpensive diagnostics already in use.
I bot at 2.15 and sold based on his opinion at 2.50.
Fuerstein bombed CYTR this AM based on their use of the same public relations firm as GALE. I reread their latest 10K and news releases. I’m holding.
currently DDing Brainstorm BCLI $ .28 ….Into ALS and related conditions.
Yup, I remember that. I’m the one who brought it to his attention. I knew they were expecting data in March, and decided to hold on until then, sell when they announced. Luckily, it worked out, but based on Dr. KSS’ opinion, I’m glad to be out. Take the money and run.
I’m interested in AHRO, but it could be a huge scam. Waiting to see if they post actual data on their Phase 1, rather than just a comment that everything went well. Also waiting to see if they follow through on the stuff they’ve (supposedly) underway now (toxicity trials in the US and US FDA IND filing) and starting Phase 2.
Alan great job here.
Lost you folks for awhile. Then forgot to check box.
Leo – – if you are an irregular Gumshoe (and if you are not – why not?) also go to this thread for more discussions:
http://www.stockgumshoe.com/2014/03/microblog-nash-an-all-too-common-liver-disease-and-a-company-aiming-to-treat-it/#comment-1294599