Oxidation for Health…Physical and Fiscal
by DrKSSMDPhD | August 17, 2014 8:57 pm
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Source URL: https://www.stockgumshoe.com/2014/08/microblog-oxidation-for-health-physical-and-fiscal/
On second thought I’m thinking communicating with Dr. French may just be an exercise in futility. Getting to the folks over him would probably be the most advantageous if that can be arranged. Again, I trust your judgment, doctor.
Probably best to take it to the board, though I am sure He Who Must Not Be Named is reading this and plotting counter-strategy.
There is a new Dr. KSS article at http://www.stockgumshoe.com/2014/09/microblog-special-update-on-cellceutix
What’s the deal with Celladon (CLDN) ? this stock has been completely erratic in the last couple days? any info would be much appreciated. Are insiders dumping or what ?
Matt: I don’t know of any bad news. Some large block owners, having had major gains, have vacated positions in it. For me, this is a buy and hold play. Things are going well for it, and it is highly likely to be bought out, perhaps as early as next year. I would just ignore price swings unless you are looking to top up your holdings in it. It may be some time before CLDN has any price-affecting news.
Believe it or not, Matt, this trading pattern looks completely normal for this stock. I wouldn’t be surprised to see it hit the low 8s. For whatever reason, this is just an incredibly volatile stock… probably the low float that does it. I’m looking to add around 8.08
BioTime (BTX) subsidiary, Asterias Biotherapeutics (ASTY) is blasting off today, up 21% on 2x average volume. Last I checked, BioTime owned 70% of the company.
Thanks much guys !
RE: GILD
First-Line Combination of Ambrisentan and Tadalafil Reduces Risk of Clinical Failure Compared to Monotherapy in Pulmonary Arterial Hypertension Outcomes Study
— AMBITION Study of Ambrisentan/Tadalafil Combination Therapy Versus Monotherapy Achieves Primary Endpoint of Time to First Clinical Failure Event —
— Data Presented at the ERS International Congress 2014 —
MUNICH–(BUSINESS WIRE)–Sep. 8, 2014– Gilead Sciences, Inc. (Nasdaq:GILD) today announced results from the AMBITION study (a randomized, double-blind, multicenter study of first-line combination therapy with AMBrIsentan and Tadalafil in patients with pulmonary arterial hypertensION), which was conducted in collaboration with GlaxoSmithKline (GSK). In AMBITION, first-line treatment of pulmonary arterial hypertension (PAH) with the combination of ambrisentan 10 mg and tadalafil 40 mg reduced the risk of clinical failure by 50 percent compared to the pooled ambrisentan and tadalafil monotherapy arm (hazard ratio = 0.502; 95 percent CI: 0.348, 0.724; p=0.0002). The combination was also statistically significant versus the individual ambrisentan and tadalafil monotherapy groups for the primary endpoint (p<0.01). Rates of serious adverse events and events leading to discontinuation were similar across treatment arms. Detailed results from the study (Abstract #2916) will be presented today during an oral session at ERS International Congress 2014, the annual meeting of the European Respiratory Society.
. . . .
- See more at: http://investors.gilead.com/phoenix.zhtml?c=69964&p=irol-newsArticle&ID=1964687&highlight=#sthash.Gc6n0BqH.dpuf
Dr. KSS, What in the World is going on with SYN? Yesterday they announce FDA granted orphan drug status and their shares drop 10% Down another12.8% today!!!!!
What am I missing here? What’s going on?
Lost: sorry that this has happened. I feel this was in reaction to company statements that they will not file an IND for the ODD-granted drug (SYN-005, an mAb for whooping cough) til mid-2015. That reality, which is all needless delay, really shocked people. I would also bear in mind that SYN’s drug for C.diff. which is just oral beta-lactamase to degrade penicillins and cephalosporins, has a sizable chance of failure in clinical trials to prevent C.diff. A company insider sold a ginormous number of shares in April, and did so after a massive price tumble. You could ride this out, but I tend to think there may be other biotechs of greater interest.
Dr. KSS;
Regen (RGBP) just appeared on alert. Forgive me if you have addressed this San Diego company before.
Jack: thanks for pointing it out. It is whipsawing, and I would gently suggest not playing it. I feel Regen has no actual commitment to pursue a clinical project. Regen was contrived as dividend to get people to buy shares in highly highly questionable outfit BMSN, which is essentially provide private capital funding for a university researcher in Ontario who can’t get grants. Regen’s proposed project of using ddRNAi to silence RNA expression of indole-2,3-dioxygenase is, to me, one that is 95 percent likely to fail. 100 percent likely to fail if they don’t pursue it, and I don’t think they ever will. This was a mock-up company to induce sucker buys into BMSN. If you hold Regen here, I’d personally suggest pulling the ripcord.
I have liquidated the following positions:
BIOC: perilously beaten down, with inert management not taking measures to grow company. BIOC now has major competition in every direction. I still regard their method as best for CTC detection, but it’s not clear to me that Biocept will be a going concern in a year. It’s doing a Benitec….things are quickly unravelling and they are nonplussed, unmoved, just sitting there.
FOLD: locked in major profits. Encountering serious resistance at $7.10.
OXBT: no faith no mo’. The company’s study director refuses to respond to queries from both Glenn Newberry and me. I assert without proof that they have not enrolled a single patient yet in their levosimendan trial despite creating illusions to the contrary. The company is 15 miles from Duke Hospital, and yet Duke is not enrolling patients, even though it is the study’s premiere site. I think John Kelley is just one more feckless biotech wealth-destroyer CEO. I fear things will get worse from here, and meanwhile, this study needs 760 patients. It cannot be finished, at the apparent progress rate, before 2017 in my view.
I will keep these on watch lists, and reserve the right to re-enter if the stories change. But paper profits are worthless unless you take them, and meanwhile BIOC has a Niagara Falls chart. OXBT is glued to $4. It’s like a turtle lying on its back on the asphalt.
How are you feeling about BIOZF lately?
Still in it and committed. The rise in $ versus euro has put downward pressure on prices here, but this company is getting stuff done aggressively, and should have lots of data to put out in 4Q14. I anticipate an announcement any time about a PSC study to be done in Birmingham, UK. Recruitment shouldn’t be hard, because that center follows so many PSC’ers.
The strong dollar hits all our overseas holdings now. Recent years have often seen the US$ and A$ at parity (thought purchasing power parity was abysmal for US$). Then the A$ strengthened such that A$0.90 = US$1. Now that has inverted and A$1=US$0.90. It won’t last, especially with current monetary policy and what we’re about to spend on new wars.
Thank you, good to know!
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News on fecal transplant.
http://seattletimes.com/html/nationworld/2024758651_fecalpillxml.html
And former Dendreon CEO’s new venture
http://www.xconomy.com/wisconsin/2014/10/13/former-dendreon-ceo-gold-working-on-new-cancer-drug-startups/
Here’s an article on Tenax which includes a link to an analyst’s report. The link within the article requires that you give up your email address. I did not read the report.
http://www.marketwatch.com/story/tenax-therapeutics-analyst-brief-emerging-biopharmaceutical-player-back-in-the-clinical-trial-business—-technical-exhaustion-setup-playing-out-by-small-cap-traders-2014-10-31
One can get a temporary email (to recieve, but not send emails) address at http://getairmail.com/ .
Here’s the link to the PDF report:
http://smallcaptraders.com/wp-content/uploads/2014/10/TENX-MA-SCT-Brief.pdf
Recent Motley Fool article on Gilead:
http://www.fool.com/investing/general/2014/11/01/5-staggering-statistics-about-the-fastest-growing.aspx
Recent article on Gilead:
http://breakingfinancenews.com/trade-idea/gilead-sciences-still-poised-for-grwoth/4216/
Just posted article on CTIX with a “speech” by the new COO, Dr. J. Alexander. Also concludes that company is overvalued.
http://www.equitiesfocus.com/cellceutix-corp-otcmktsctix-stock-in-focus/18334/
Requires subscription.
Full disclosure, I am long CTIX.
And a Bloomberg article on states’ effort to rein in the high cost of prescriptions, specifically targeted at Gilead:
http://www.bna.com/state-medicaid-directors-n17179910956/
Also, on the same vein and topic, one from Motley Fools:
http://www.fool.com/investing/general/2014/11/05/is-this-trend-making-gilead-sciences-inc-worry.aspx
Celladon to present on Nov. 13th. at Credit Suisse Healthcare Investor Conference.
https://globenewswire.com/news-release/2014/11/05/680282/10106556/en/Celladon-Corporation-to-Present-at-Credit-Suisse-Healthcare-Investor-Conference.html
For anyone following/holding Regulus: 1 insider sold 1,279,411 shares for a value of $20,390,613
Jean-Pierre I want to thank you for your contributions.
Best-Best
Thank you Ben. It is a pleasure and honor to be part of this group.
Just saw this Motley Fools report on Pharmacyclic’s Imbruvica vs. Gilead’s Zydelig.
http://www.fool.com/investing/general/2014/11/07/pharmacyclics-incs-imbruvica-holds-its-own-against.aspx
Full disclosure: I have no position in either company.
Jean-Pierre, Not to be a pain, but your posts on this thread (Oxidation …) may go unnoticed. When Dr. KSS posts a new article, everybody follows him and starts posting on the new thread (Ebola to…). What I have done is bookmark the following thread set up by Travis. It contains all the articles written by Dr KSS in chronological order (newest first).
http://www.stockgumshoe.com/author/dr-kss-md-phd/
Not at all Tanglewood. Thanks for the tip. I post to help everyone, so it would be unfortunate if it didn’t. I’m guessing you’re proposing that I post each article in whatever Dr. KSS thread it would most properly belong (I haven’t looked at the bookmark yet). Shall do. Enjoy you evening and weekend.
No, Jean-Pierre, just the opposite. Post in the latest Dr KSS thread (currently Ebola..) regardless of subject. I posted that bookmark so that you could find the latest thread. This thread (Oxidation…) started on August 17th and then, more or less unofficially ended with Dr KSS had new postings on Sept 3 and Sept 7. Sometimes it takes a few days for everybody to transition. Sorry for the confusion.
Not at all. Thanks for the tip. Will do as suggested.
Jean-Pierre-I have been flipping over to this link for several weeks just to read your contributions. I apologize for not suggesting what Tanglewood suggested earlier.
I’m looking forward to an exciting week; Have to fund account a.s.a.p., low on trading gunpowder.
Best to all-Ben