The 2015 Stock Gumshoe Biotechnology Awards Show!

by DrKSSMDPhD | January 9, 2015 3:31 pm

THE YEAR THAT WAS

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Source URL: https://www.stockgumshoe.com/2015/01/the-2015-stock-gumshoe-biotechnology-awards-show/


984 responses to “The 2015 Stock Gumshoe Biotechnology Awards Show!”

  1. 1paglee says:

    “Publicly-Traded Biotech We Most Want to See Listed in the US in 2015

    Molecular Partners (Switzerland)”

    <<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
    DrKSS, I copied this from the above story and found that I can purchase some shares for my Fidelity account as MOLN:CH. Today it closed at CHF 23.0, i.e., 23.0 Swiss Franks that would cost $25.40 at today’s dollar exchange rate; it was down 5.09% today , and down from a peak of around CHF 26.5 a couple weeks ago, or roughly 15%. It “develops targeted protein … DARPins…” Until it gets a U.S. listing do you suppose the stock performance will likely be a laggard?

    .

  2. ptilton45 says:

    Diphenhydramine is the generic form of the antihistamine Benadryl and that is the ingredient which makes you sleep and which Dr. KSS warned against. Youngsters overdo antihistamine to get a mild delirium high. It dulls cognitive thinking and not good for young or old on a continuous basis. Trazodone is an excellent choice if it works. A rare side effect (in males) is priapism, a painful sustained erection which requires immediate treatment to prevent the loss of erectile function.

  3. Dan says:

    Doctor,
    I’m also a long-time Diphenhydramine HCL (Unisom) user for sleep. Could you please tell me what dosage of Trazodone you take? I’m looking forward to trying it.
    Thanks!

  4. ScorpioRising says:

    IIRC, Doc Gumshoe did a piece on sleep aids. Anyone interested should search the archives for it.

  5. Dan says:

    Scorpio,
    I’m a bit confused in how you are taking Trazodone without a prescription, or maybe I misunderstood your post.

  6. eyedoc says:

    $NBY
    I just saw a patient with chronic posterior blepharitis (gooey eyelids that predispose to styes) due to polypharmacy. She is on multiple meds for seizures, depression, allergies, hypertension. She’s a smart woman who complains that her memory and energy level is geting worse (ie she is approaching a KSS level 5/10 brain-drug interaction). I had seen her 1 month ago and iLid Cleanser had totally alleviated her symptoms, but she ran out of it and forgot this symptomatic triumph until I asked about it. Nothing else works. I just told the Bausch and Lomb rep about Novabay when she asked why I wasn’t prescribing her steroid drops as much. She’s never heard about it (future Valeant buyout)?
    Well, the patient is happy about being back on iLid Cleanser and I am about to call her Internist to suggest a trial of less meds.

  7. eyedoc says:

    $AAVL, $OPHT, $ACT, $RHHBY

    In the future, if its AAV gene therapy works, AAVL investors will predictably realize substantial profits. However, I don’t believe that AAVL’s current anti-VEGF therapy will ultimately prove sufficient in and by itself to fully treat AMD.
    I believe SOC will require both an anti VEGF and an anti PDGF, like $OPHT’s Fovista. OPHTs clinical trials are really coming along and I believe they will show good data. A positive showing for phase 3 OPHT will be a lightening strike in AMD therapy. I suggest that gummies read the company website and see if it excites you. OPHT may also be a little less risky then AAVL, which is really a first in man gene therapy trial like CLDN. You might want to buy a few shares of OPHT if you can understand it. AMD therapy is going to be a world full of joint anti-VEGF and anti PDGF therapies. This is why OPHT is in two phase 3 trials l combining Fovista with Lucentis or Eylea.

    $ACT just bought Allergan. Allergan licensed DARPin technology from the Swiss company Molecular Partners. The DARPins are small proteins that can bind together antiVEGF and antiPDGF molecules into one molecule. This should combine two intravitreal injections into one, a huge plus. In addition, the injections are said to be able to last for many months instead of just one month. This is breathtaking. You can invest in this via ACT shares. Go to the Allergan website and look at its pipeline to see this. There are two DARPin drugs for AMD. The one in phase 2 will compete with (and may trample) AAVL, Roche (Avastin amd Lucentis) and REGN (Eylea). The second one is still preclinica land is the big one. I believe they are awaiting the results of OPHTs Fovista trial to decide if they are going to press on. At that point, $ACT will purchase $OPHT……..I think……..or they may be more aggressive and develop an anti PDGF molecule of their own (very slow, expensive and risky). If a purchase occurs, it will be one of the most expensive purchases in history.

    AAVL, if successful, would need to give Fovista injections on the side or launch another project to make genes for both circulating flt receptors to bind VEGF as well as
    something to stimulate anti PDGF effects . Again, a long, expensive and risky project.

    I have invested in all three as in a basket, but am very weighted towards ACT, since it is a much less risky investment. I would weight yourself more towards OPHT
    than AAVL, although both are good companies. We already have anti VEGF treatments, the future is in anti PDGF. The potential for these dwarf the potential for CAR-T, at least in the short term. There is a lot more AMD in the world and CAR-T is a much more difficult and expensive to administer.

    If it doesn’t work, I/you will lose in OPHT or AAVL although they could still be bought out for their IP (Alan). $ACT will do well long term. I am not putting a lot of money on either OPHT or AAVL (100 shares each). I am really excited about the potential near to mid term 1-2 year returns on the basket.

    Long $AAVL, $OPHT, $ACT

    Thanks to Larry McKenna for editing the first sentence.

  8. Vijay says:

    Esperion Therapeutics Shares Rise ~18% Premarket on Credit Suisse Comments that Co is Likely Acquisition Target, Raises PT to $100 from $41
    8:46a ET February 3, 2015 (Benzinga)

  9. arch1 says:

    Saturday 3/14/15/ at exactly 09:26:53 GMT tou can celebrate PI day/second to the sixth place’ Cheers.

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