$NBRV – Nabriva Therapeutics AGThe purpose of this thread is to provide Irregulars with a chronological discussion of $NBRV only.
Nabriva – Home: http://www.nabriva.com/
$NBRV IPO is tentatively September 18, 2015 at 15-17 USD and shall trade on the Nasdaq Global Market. $NBRV’s lead program is BC-3781: http://newdrugapprovals.org/2014/03/31/bc-3781-a-pleuromutilin-by-nabriva-austria-in-phase-2/
My sincere thanks goes to Dr. KSS, Travis, Lynne and the incredible Gummune at stockgumshoe.com. Best2ALL-Ben
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.
Nabriva’s lefamulin, BC 3781 receives FDA fast-track status to treat CABP and ABSSSI:
http://newdrugapprovals.org/2014/10/10/nabrivas-lefamulin-bc-3781-receives-fda-fast-track-status-to-treat-cabp-and-absssi/ Best2ALL!-Ben
$NBRV, $AKAO related long both – What do doctors mean when they talk about gram-negative bacteria?
~ Ben
2010.03.08 by Karen Hill | Updated 2014.07.18 | Filed Under: Science0
http://superbeefy.com/what-do-doctors-mean-when-they-talk-about-gram-negative-bacteria/ Thx @Micreos https://twitter.com/Micreos/status/760757357072621569
NBRV-Copied from current biotechnology thread:
Dr. KSS, I am elated by your comment above to John King 🙂
I have spent several hours over the last couple of days researching Nabriva and their agents without much success in understanding the science or finding previous clinic trials . They are going after CABP initially and their agents are effective in gram-negative and gram-positive bacteria.
Their agents were acquired/spun-off of Sandoz in 2006? and have been funded by Novartis, Wellcome Trust, the Austrian government and others. They have QIPD, Fast track and SPA for phase III. Nabriva Therapeutics AG (IPO)-presentation on: http://retailroadshow.com/sys/launch.asp?qv=2162766840774566&k=83239239219 Their webpage: http://www.nabriva.com/ TDA is listing 9/18 at $15-17
Thank you again for ALL you do for the Gummune and others. Have a fabulous weekend and beyond. Best-Ben
Dr. KSS MD PhD, author of this article, says:
September 11, 2015 at 3:42 pm
Ben and others….this one looks like a truly good find by sogiam. It actually popped up on a virtual road trip I did through EU bio this summer, and looked very appealing to me then though inaccessible as an investment.
The class of antibiotic, pleuromutilins, are new to human medicine, but fairly familiar for topical use in veterinary medicine. They were previously deemed too toxic for oral or systemic use, but with tweaks, that’s now possible. With further tweaks, they can likely expand their coverage into Gram-negatives (?CRE) and away from Gram-positives, which is what they’re mainly good for now. They are off to a fine start.
Putting money in here looks quite reasonable to me. Hoping one of my brokers will list it…I will bid for shares.
Nabriva Therapeutics Amasses $120M for Drug to Treat Bacterial Pneumonia:
http://blogs.wsj.com/venturecapital/2015/04/08/nabriva-therapeutics-amasses-120m-for-drug-to-treat-bacterial-pneumonia/
jking1939 says: September 12, 2015 at 11:51 am
Ken – Re: Nabriva: http://seekingalpha.com/news/2773256-nabriva-therapeutics-on-deck-for-u-s-debut?source=email_ipo_analysis_ipo_new_1_1&ifp=0ivia:jk
KennyG says: September 12, 2015 at 12:37 pm
Thanks JK. Here is another link that is somewhat older, but has more info:
http://seekingalpha.com/article/3316925-ipo-outlook-series-q3-2015-nabriva-therapeutics
Sale in April 2015 @ 82.35 Euros or USD 93.15 or USD $9.32 for the ADR’s to be issued tomorrow. IPO at $10.50
Author: frankw17 Comment:
I was just notified by Fidelity that $NBRV has been priced.
The earlier indications were pricing from $15-$17. Does
anyone have any idea why the pricing is so low?
“The registration statement for the public offering of Nabriva Therapeutics AG American Depositary Shares IPO has been declared effective and the offering is priced at $10.25 below the revised price range of $10.50 – $10.50 with the offering size being 9,000,000 ADS. The confirmation period has begun.” Regards, Frank
Author: Dr. KSS MD PhD Comment:
Mystifying to me too, as this is a good company with what will likely become a highly effective class of antibiotic totally unrelated to existing classes. A problem may be that there is perennial blight and latent pox on the antibiotic space. The fact is, they generate less revenue for their development costs over a drug lifetime than most genera of drugs. We all need them from time to time, but there only for 7-10 day installments. A second issue is that this is an EU company, and, not for any good reason, comparable EU companies fetch entirely less turgid market caps than do American biotechs. The EU is perceived as a less profitable environment, and one where in many cases ($GNFTF for example) mgmt isn’t nearly as gadfly-driven.
Author: frankw17 Comment:
Dr. KSS, are you still considering buying $NBRV
even if you’re not allocated any shares? Regards, Frank
Comment Link: http://www.stockgumshoe.com/2015/08/an-auspicious-conversation-with-aurinia-ceo-stephen-zaruby/comment-page-6/#comment-4530039
Author: Dr. KSS MD PhD Comment: yes
Author: frankw17 Comment:
Thank you Dr. KSS for the quick response and the advice.
Regards,Frank
Author: Dr. KSS MD PhD Comment:
Make no mistake about it….this is one dead serious company, one from an aristocratic bloodline. They are tinkertoying with their pleuromutilins so as to make agents not only from Gram positives (their propositus agent) but also for Gram-negatives and anaerobes. This class of agent is so good, I feel they could arrive at a CRE agent if they try. Though their success would NOT undercut Achaogen in any way (the world needs multiple CRE abx). Durata wanted to get its agent to market and get bought. Ditto for CTIX. But with Nabriva, we have another baby Cubist being born here, I feel. People who say there’s no money to be made in antibiotics don’t know how much profit I made from Cubist. And plan to make from $AKAO.
Comment Link: http://www.stockgumshoe.com/2015/08/an-auspicious-conversation-with-aurinia-ceo-stephen-zaruby/comment-page-6/#comment-4530099
Author: glenn newberry Comment:
For those interested in Nabriva Therapeutics (NBRV), a heap of information in this F-1 form.
http://www.sec.gov/Archives/edgar/data/1641640/000119312515313499/d912889df1a.htm
Cheers,Glenn
Author: lanewalker Comment:
Sale in April 2015 @ 82.35 Euros or USD 93.15 or USD $9.32 for the ADR’s to be issued tomorrow. IPO at $10.50
Nabriva Therapeutics Prices Initial Public Offering:
http://www.nasdaq.com/press-release/nabriva-therapeutics-prices-initial-public-offering-20150917-01242
Anti-antibiotic biotech: Nabriva Therapeutics lowers proposed price to $10.50 ahead of IPO:
http://www.renaissancecapital.com/news/anti-antibiotic-biotech:-nabriva-therapeutics-lowers-proposed-price-to-$10.-35417.html Best2ALL!-Ben
NBRV-Long 11.40 Open 11.39 Best2ALL!-Ben
$NBRV- Comments from Sept 17 and 18th Irregulars follow:
glenn newberry says: September 17, 2015 at 10:01 pm
For those interested in Nabriva Therapeutics (NBRV), a heap of information in this F-1 form.
http://www.sec.gov/Archives/edgar/data/1641640/000119312515313499/d912889df1a.htm
Cheers,Glenn
KennyG says: September 18, 2015 at 9:00 am
$NBRV: just received confirmation from Fidelity that I was allocated 100 shares despite requesting much more. When they lowered the offering price I had thought that there was trouble with the offering and assumed that would mean that I would have received all that I requested. Being that I didn’t, that implies that it was oversubscribed so it leaves me wondering why the price was lowered from an original $15-17 range to $10.50
frankw17 says: September 18, 2015 at 11:25 am
$NBRV opened at $11.39; currently at $11.44. Long $NBRV.
Regards, Frank
frankw17 says: September 18, 2015 at 1:20 pm
$NBRV is going to have a difficult time achieving
9M shares in volume since they have only traded
~1.5M shares in approximately 2 hours. The SP
is climbing nicely, but one has to wonder where
the volume is. Regards, Frank
KennyG says: September 18, 2015 at 1:56 pm
$NBRV: wasn’t worried one bit about it doc, was just befuddled at the pricing and allocation of the IPO shares. Was hoping to get a lot more and was optimistic that I would when they lowered the IPO price from $15 to $10. It’s now trading at $15. So perhaps the market is telling the underwriters that they left money on the table by pricing it so low. Apparently it wasn’t necessary to do so insomuch as the shares were still dramatically allocated. Long $NBRV
frankw17 says: September 18, 2015 at 2:10 pm
Ditto, Kenny and Dr. KSS. I’ve never seen an IPO trade in this fashion
on such low volume. 2 minutes ago $NBRV traded at $17.48, i.e.,
above the $15-$17 range originally projected. However, the strangest
issue to me is the low volume and the spread between the bid and
the ask. This spread was $.95 a few minutes ago; very weird for an IPO.
Thanks Dr. KSS for all of your insight. Regards, Frank
hedy1234 says: September 18, 2015 at 2:09 pm
ZKSS-Just want to reiterate that this group greatly appreciates your contributions on all fronts.
jyoung0071 saysL September 18, 2015 at 3:46 pm
Dr. KSS,
There are no superlatives that would do justice to your intelligence, acumen, empathy and capacity. You are the best. Jack
Dr. KSS MD PhD, author of this article, says: September 18, 2015 at 4:13 pm
Thanks Jack. I am not perfect, but I can promise you no one tries harder than I do.
Steve MSteve M says: September 18, 2015 at 4:13 pm
The market makers for $NBRV have another 7+ million shares to move, more than three times today’s volume. Does that mean they will have to accept increasingly lower bids to place the shares?
sogiam says: September 18, 2015 at 4:29 pm
NBRV-Hi Steve, I believes it means the general public is ignorant and may study it this weekend …Monday may be a whole ‘nother game 🙂 Long NBRV, ZKSS the gummune.
Have an excellent weekend and beyond! ALL-Ben
Dr. KSS MD PhDDr. KSS MD PhD, author of this article, says:
September 18, 2015 at 4:31 pm
Agree. And dropping the IPO going into a Fed meeting wasn’t precisely a smooth move by their underwriter.
JohnMJohnM says: September 18, 2015 at 4:31 pm
The shares in the offering are placed directly with the buyers, and do not appear in the volume statistics. Usually, a lot of the initial placement is flipped the first day, as hedge funds in for the pop sell and institutions that want a full position buy. I agree today is a very strange pattern.
alanh says: September 18, 2015 at 4:42 pm
I flipped for $4….learned a lesson from NK. I think about IPO’s like pump and dumps these days. Im sure its a good stock and if KSS syas the science is right…the science is right. But theres another game with IPO’s. Ill put my stink bid in at $10.
KennyG says: September 18, 2015 at 4:55 pm
Alan, when you flip IPO shares, most brokerages will “blacklist” you and lock you out of other hot IPOS. Most brokerages require a holding period of anywhere from 2 weeks to 3 months.
KennyG says: September 18, 2015 at 4:52 pm
$NBRV: Steve, today’s volume has no correlation with the 9 m shares offered in the IPO. Those shares are in the public or insiders hands already. Today’s volume reflects the buying activity of investors that want to take a position in the post IPO trading. There is nothing to read into the “small” volume.
Have an excellent weekend and beyond ALL!-Ben
yet another IPO that opened in the high teens and has done nothing but drop in the week following
NBRV- In San Diego Oct 7-11 IDSA: http://investors.nabriva.com/phoenix.zhtml?c=254099&p=irol-calendar
Form SC 13G’s filed this week: http://phx.corporate-ir.net/phoenix.zhtml?c=254099&p=irol-resultsCentre Best2ALL-Ben
NBRV-Glenn shared this article on the current biotech thread: These Two Healthcare Stocks Receive A Vote Of Confidence From Elite Hedge Fund Managers http://www.insidermonkey.com/blog/these-two-healthcare-stocks-receive-a-vote-of-confidence-from-elite-hedge-fund-managers-375182/
Thank you Glenn aka Super-Sleuth Regards-Ben
$NBRV- A form 6-K regarding Nabriva Therapeutics AG has been filed with the United States Securities and Exchange Commission.
To View the filing please click here http://investors.nabriva.com/phoenix.zhtml?c=254099&p=IROL-sec
$NBRV – 6K Presentation April 22016: http://investors.nabriva.com/phoenix.zhtml?c=254099&p=IROL-sec
http://investors.nabriva.com/phoenix.zhtml?c=254099&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTEwODY4NTA3JkRTRVE9MCZTRVE9MCZTUURFU0M9U0VDVElPTl9FTlRJUkUmc3Vic2lkPTU3
$NBRV – Title: Nabriva Therapeutics AG Reports Full Year 2015 Financial Results and Provides Development Update Date(s): 27-Apr-2016 7:01 AM
For a complete listing of our news releases, please click here http://investors.nabriva.com/phoenix.zhtml?c=254099&p=IROL-news&nyo=0
$NBRV small position long: Form 20F : http://investors.nabriva.com/phoenix.zhtml?c=254099&p=IROL-secToc&TOC=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9vdXRsaW5lLnhtbD9yZXBvPXRlbmsmaXBhZ2U9MTA4OTQ4NTImc3Vic2lkPTU3&ListAll=1
$NBRV – 6K new CFO: http://investors.nabriva.com/phoenix.zhtml?c=254099&p=IROL-sec
A form 6-K regarding Nabriva Therapeutics AG has been filed with the United States Securities and Exchange Commission. To View the filing please click here http://investors.nabriva.com/phoenix.zhtml?c=254099&p=IROL-sec
A form SC 13G/A regarding Nabriva http://investors.nabriva.com/phoenix.zhtml?c=254099&p=IROL-sec
$NBRV – UBS Global Healthcare Conference on Wednesday, May 25, 2016 at 11:00a.m. Eastern Time in New York, NY. Dr. Seltzer will provide a Nabriva overview and business update, which will be followed by a breakout for investors. The presentation will be webcast live and may be accessed by visiting the “Investors” section of Nabriva’s web site under the “Events and Presentations” tab at http://investors.nabriva.com/. A replay of the webcast will be available for 90 days.
NBRV Nabriva Announces Nomination of Candidates for Its Supervisory Board http://investors.nabriva.com/phoenix.zhtml?c=254099&p=IROL-news&nyo=0
$NBRV – 6K http://investors.nabriva.com/phoenix.zhtml?c=254099&p=IROL-sec
$NBRV – A form SC 13G regarding Nabriva Therapeutics AG has been filed with the United States Securities and Exchange Commission.
To View the filing please click here http://investors.nabriva.com/phoenix.zhtml?c=254099&p=IROL-sec – Ben
$NBRV Form 13G 07292016 #NOVA A/S: http://www.novo.dk/ – Jammin’