Gumshoe BioDimSum II: Corralling the “A” Biotechs Plus a New Long Selection
by DrKSSMDPhD | March 16, 2015 4:15 pm
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Source URL: https://www.stockgumshoe.com/2015/03/microblog-gumshoe-biodimsum-ii-corralling-the-a-biotechs-plus-a-new-long-selection/
$ACHN
From S.A. News: “Achillion Pharmaceuticals (NASDAQ:ACHN) EVP and Chief Regulatory Officer Dr. Gautam Shah intends to resign effective March 31. No reasons for his departure are provided.”
More SP turbulence is ahead. No idea if he got sick, is reacting to a toxic work situation, or got a better job offer.
form 8K on ACHN
form 8K on ACHN
http://www.4-traders.com/ACHILLION-PHARMACEUTICALS-35614/news/ACHILLION-PHARMACEUTICALS–Change-in-Directors-or-Principal-Officers-form-8-K-20079139/?utm_source=seekingalpha&utm_medium=exch&utm_campaign=2015&source=sa
Team,
CLDN. Novasep and Celladon Execute MYDICAR API Supply Agreement.
http://finance.yahoo.com/news/novasep-celladon-execute-mydicar-api-200500362.html
V/R
Tom
Hopefully this can help share price, not sure if this “implies” data will be “good” as agreement seems data dependent. Sounds like $CLDN does have some confidence though, or at the very least just gearing up for approval good and early. Would love to hear other opinions.
Matt My reading between lines agrees,,,,seems they expect good result from unblinding & cupid 2 and plan to hit the ground running by obtaining manufacturing in Belgium for the European market. I hold no $CLDN and would like Dr KSS opinion before buying.
frank
arch1, Doc has clearly advised not to buy before the big binary event. If data is positive we will have several trading sessions to jump in. If you are already holding it from $10 range then it is ok to hold. $CLDN
Subramania Thank you . that is also my thinking Binary event too big a gamble for me,,,,
rather preserve $$$ and later make a little than jump in and lose a lot. My risk tolerance is diminishing. 🙂 frank
totally Frank! Two classic example of stocks which we follow $ESPR was $82 after positive data and exploded. $BLUE was $48 at close and after market rose to $65. now it is $120. So if $CLDN is very positive i see it jumping from $25 to maybe $35 or $40. We still can ride it all the way 🙂 I am not losing my sleep over binary events any more 🙂
Ditto Subra and ditto’s gonna be my binary mantra. Im an investor, NOT a gambler. Been there, lost that.
Subramania, Frank,
CLDN. You are both “spot on”. I am still holding since I bought in at under $10. I sold half my shares around $17 just in case the news is bad. If the news is good there will be plenty of time to load up the truck on the way up. But if not well…. I did notice that the Article mentioned a late April release of the data which is a change from mid April. Long CLDN.
V/R
Tom
Latest KSS comment I could find # 599 on ZED thread
http://www.stockgumshoe.com/2015/02/microblog-the-zed-files/#comment-4396898
Eyedoc AMD scares me because of all my family members getting it. At 55 can you tell me what I should do to help avoid it? My father in law took a vitamin that he had to get at the eyedoc and was pretty expensive and his eyes still got worse.
Glenn has Dr. KSS given his opinion of ATMN yet? Thanks fellow gummies
Kipley-My mom’s in her mid 90’s and I am approximately your age….we take PreserVision AREDS2…I believe that is what eyedoc’s last reccommendation was on ZED files also Best-Benjamin
Benjamin and Kipley –
I am 75 and have “mild” AMD. I have friends with both the wet and dry forms who are in much worse shape than I am. I take Lucien (sp) daily, which I was told was a chemical naturally produced in our bodies. A friend has Lucentis injected into his eye periodically. I am going to try and find the PreserVision AREDS2 and call my opthamologist about taking it. I would really appreciate hearing eye doc’s comments.
John King
Here is comment from eyedoc and Dr KSS about AMD.
http://rnai.technology/2014/10/03/telescope-eye-implant-restores-sight-macular-degeneration-patients/
http://www.stockgumshoe.com/2015/01/the-2015-stock-gumshoe-biotechnology-awards-show/#comment-4045895
Thanks to eyedoc
Kipley, Doc Kss has a very favorable opinion on ATNM.Just read this thread above on Dr Kss thoughts on ATNM.
Cheers,Glenn
Hi Kipley, Ben, John, Om and others. Fear over AMD is widespread and for good reason. I would first of all urge everyone to get a baseline eye exam with photos of your macula and surrounding areas. No matter the findings, you can follow your macula using an Amler Grid daily. If you have a family history of it, you are more likely to get it at sometime in your life, the older you get the higher the risk. If you have smoked during your lifetime, the risk is elevated. If your amsler grid changes from straight to wavy, you should go and see your ophthalmologist ASAP. Don’t delay!
If your ophthalmologist says your macula is normal, I would take Lutein 20mg daily and throw in some Zeaxanthin 2-10 mg to boot. It won’t hurt you and their is some evidence it can improve your vision function if your diet is deficient in carotenoids. Try to eat lots of leafy green veggies with some kind of fatty dressing or olive oil to help absorption.
If you a getting changes in your macula so that your ophthalmologist says that you actually have the disease, you can take the AREDS 2 formula with lutein 20 mg and zeaxanthin 2 to 10 mg daily. All the brands are the same. Evidence for help with this type of supplementation is only seen in intermediate and advanced macular degeneration (medium sized drusen and pigment epithelial changes of a certain size). In these cases, it has been shown to decrease progression to wet macular degeneration by 25% over 5 years. In the mild cases you take AREDS 2 to maintain sanity, but I cannot tell you how much sanity it buys since the AREDS 1 and 2 studies do not show any positive effects in this case. I don’t think that the AREDS 2 formula will do anything bad except cause stomach upset in some. In that case you would stop it, of course.
At this time, I don’t see any benefit to getting genetic testing. It won’t change anything, but might make you even more scared. Within the next year or two, there may be some evidence that genetic testing will help you decide what the optimal micronutrient supplementation is for an individual. We are not there, yet.
Eyedoc –
You’re a blessing! Thank you very much.
I am ordering the AREDS2 Formula right now from Amazon…I found it there last night and waited until I heard from you before ordering.
jk
Thank you very much eyedoc.
$MEIP, $OCRX, $ARTH
Quite a roller coaster the last week for this rookie bio trader. It’s one perspective reading and learning for a month before diving in, reading comments like +/- 25% are common with these stocks, but quite another feeling after you’ve bought into six or eight stocks and are now watching most of them swing in your own portfolio. I’ve tried to take advantage of large drops and buy more shares by selling some non-bio stocks that were just treading water. It sucks to be low on cash when an opportunity arises and you just watch that opportunity swing back to the plus side… Sigh. I increased shares in $MEIP by a third or so, but am really Jonesing for more $ZFGN OR $ARTH Today!
DLH, Bought more $ZFGN today as it has come down all the way from $55 pretty quick. One reason is due to lock period expiration for 11m shares. May come down further to retest upper $30s but i am a buyer at this level.
Another thing which is going rounds is bio bubble, so cash is KING! 🙂
Subramania, Gutsy move on ZFGN.
James, $ESPR & $ZFGN are the only ones where i am ready to take some risk 🙂
Buying with you on ZFGN waiting for lower on ESPR.
DBMD I might buy more $ZFGN if it comes down. Also waiting on $ESPR to break below $100 as i see it happening.
10.8 million shares of MEIP traded today. Unbelievable!
Yep 10 mil….and its moved 4 cents.
$MEIP: but that’s still better than yesterday when it traded 28M shares and was down $4+
I sort of remember RGDO doing something like this after its study halt……still, wait 6 months and it came back. Be careful. For me the key is what KSS wrote ‘Look for the insider buys’ Ill buy more with them.
DLH It is enough to give one vertigo,,,to free up some cash,I just cleared out the last of my beloved/detested $ECTE which cured me of relying on technicals too much and reminded that I WAS NOT smarter than the market,,,,92% loss on that one. TIB that is bio frank
Guys….be wise, not greedy. You sound like youre overdosing on adrenaline. Chill.
Alan that is why I am doing options on a short time frame and little risk. frank
Cellcectis $CLLS prices 5.5m shares at $41.5
Re: ORMP–Oramed Pharmaceuticals Inc. (An Israeli company). I don’t recall having seen it mentioned on our threads.
It’s jumped from $4 to $8 during the past two days.
Only recent news I found: Oramed to Present at the ROTH Conference on March 10 http://finance.yahoo.com/news/oramed-present-roth-conference-131500852.html and
Oramed Pharmaceuticals (NASDAQ:ORMP): Shares are begun with a Buy at MLV & Co, which cites its oral versions of exenatide and insulin.
Market Cap $86 M, Float 9.2 M, Short % of Float 7.3, 1 year chart http://tinyurl.com/nv4u9ot
From Scottrade: “ …is engaged in the field of oral delivery solutions for drugs and vaccines presently delivered via injection. Oramed’s flagship product, an orally ingestible insulin capsule in phase II clinical trials, is focused on the treatment of diabetes. The Company is developing orally ingestible protein oral delivery (POD) technology for the delivery of drugs presently administered by way of injection. Oramed’s delivery platform protects protein sand enhances their absorption, allowing them to reach the blood stream through the portal vein. The Company’s products include ORMD-0801, Oral insulin capsule; ORMD 0901, Oral Exenatide capsule; and combination therapy of ORMD 0801 + ORMD 0901. ORMD-0801 is under phase II A clinical trials. ORMD-0901 is under preclinical/Investigational New Drug (IND) stage under phase I B . http://oramed.com “
Re: BTX
BioTime CEO Dr. Michael D. West to Discuss BioTime’s Growth, Cell-Based Therapies and Diagnostics on Bloomberg Radio’s “The Bloomberg Advantage”. Interview Airs Tomorrow, Wednesday March 25 at 1:00 pm EDT/10:00 am PDT . Live Stream: http://www.bloomberg.com/radio/
New KSS article has arrived. Let’s go there! If you have an open question here you might want to re-post there.
http://www.stockgumshoe.com/2015/03/the-great-gallic-foie-gras-hack/#comment-4410988
Has this been covered?
http://www.fiercepharmaasia.com/story/hk-gives-nod-celgenes-abraxane-late-stage-pancreatic-cancer/2015-03-18