Questions for Doc KSS

By xiexgp@gmail.com, July 20, 2015

Guys: Lots of people are asking KSS questions, which he’s keen to answer. But tracking/remembering them all, without constantly re-reading the whole thread, is bustin’ his balls. So the below aims to act as a queuing list. Write it up and post your associated links to assist his research. The better the starter info, the more likely an answer.
Please also help the process by reminding others who post q’s on the main bio threads, that if they want an answer, this is the place to post or likely he will NEVER respond.

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.

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danmcco
Member
👍1261
danmcco

$TGXSF Tigenix – a Brussels based Biotech.

They have a Phase III trial for Cx601 an adipose-derived allogeneic stem cell suspension for the treatment of complex perianal fistulas in Crohn’s disease patients.

Phase II. Cx611 is an intravenous injection of allogeneic expanded adipose-derived stem cells (eASC’s) in development for the treatment of early rheumatoid arthritis and for severe sepsis.

As always, the science is over my head, but it does look interesting.

Institutional Holdings
Grifols S.A. / Gri-CEL S.A. 34,188,034 21.30%
Novartis AG/Novartis Bioventures Ltd 5,534,905 4.55%
Roche Holding AG/Roche 3%

Analyst Report
http://www.edisoninvestmentresearch.com/t/rl-download/14182/394/193/tigenix
Pipeline
http://static.cdn-seekingalpha.com/uploads/2015/1/13/7818891-14211502523559704-Logribel_origin.jpg
Marketing Request to EMA
http://www.tigenix.com/en/download/?s=EVmR%2F3e2Ke8oYFSrPjjI%2Fy45xFoQuFH8x2rdkmKj%2BvVzcTS9Y92cO0xXfAuUwTgGb8VnQuzhAfSU9HBIuhY3SA%3D%3D

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Gui_
Member
👍778
Gui_

Not a question, but a follow up to a post earlier (and a mention in another) on Honig and Blauser, 2 punks that attach themselves by whatever means to many Frost plays. These two are responsible for the losses I’ve suffered in 3 of the 7 Frost plays I’ve been involved with over the years. A hit piece in SA just destryed IDI today to the point it may not recover. How much of the aricle is fact? No way for me to know, but I run away anymore, like a scalded dog when I smell their fetid prescence show… Read more »

Owzat
Member
👍24
Owzat

Immusoft Corp Programming Cells to Cure Disease. I have gained much from Dr. Kss’s writings and Gummie chats on the GS boards. Although I have a technical background, it is from a more mundane field of engineering, I do not have the skills to assess the technological merits of this prospect, or any biotech for that matter, the main reason you do not hear much from me here. However, I attended an interesting presentation by Immusoft, an (very) early stage company last week. The website provides links to the company resources, technology and pipeline status. If the technology/prospect checks out,… Read more »

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danmcco
Member
👍1261
danmcco

$MGNX MacroGenics has a diverse portfolio of product candidates focused in three therapeutic areas: oncology, autoimmune disorders and infectious diseases. In oncology, MacroGenics is conducting Phase 2 clinical development of MGAH22 (or margetuximab). MGAH22 is the first Fc-modified anti-cancer mAb produced from the company’s proprietary Fc optimization technology and targets tumors that over-express the HER2 oncoprotein, potentially including breast, bladder and gastric cancers. In mid-2011, MacroGenics began clinical development of its second anti-cancer mAb, MGA271, which recognizes a novel target (B7-H3), which is expressed on several solid tumor types. MGA271 is a humanized, Fc-optimized mAb that is being studied for… Read more »

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danmcco
Member
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danmcco

Xencor $XNCR is similar to $MGNX. Seemingly good mgmt, partnerships, Phase II products, larger institutional/insider holdings.

Unfortunately, I have no clue as to whether mAB technology is likely to succeed. Sorry 🙁

Tim
Guest

To: Dr. KSS
Re: AMBS
Amarantus Bioscience Holdings, inc.
I would love to get your opinion of this company?

The company has two divisions, but I see it’s greatest potential in Neurodiagnostics!
IMHO, I think AMBS has the potential to become a market leader in neurodiagnostics! Which currently has a 2.2 B Market cap!
Distribution channel in place to support U.S. / EU trials
Blood-based biomarkers…
LymPro test, BIG!
Screening subjects
CLIA certification of MSPrecise and LymPro
3B- commercial market.
AMBS’s modified MANF application for retinal artery occlusion should be cleared in Europe for orphan drug designation this week.

http://www.readability.com/m?url=http://finance.yahoo.com/news/amarantus-bioscience-holdings-inc-promising-221800517.html
http://www.readability.com/m?url=http://www.noodls.com/view/B884B4B36284681E7C35718D2F6C480EBEBE9B56
Thank you, for any opinions you can give?

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Dr. Shizz
Irregular
👍503

Sorry, guess I didn’t sign in first. I just wanted to make sure I posted on the correct thread.

raehepburn
Member
👍273

Dr. KSS, I would greatly value your opinion on Catalyst Pharmaceuticals – $CPRX. Below is some information on the company. Thanks. 6/25/15 CPRX Catalyst Pharmaceuticals Inc shares gained 7 percent to $4.27 after the company reported encouraging top-line results in proof-of-concept trial of vigabatrin in patients with Treatment-Refractory Tourette’s Disorder. Catalyst Pharmaceuticals, Inc. a biopharmaceutical company focused on developing and commercializing innovative therapies for people with rare debilitating diseases, today announced top-line results in an open-label, proof-of-concept trial of CPP-109 (vigabatrin) used to treat patients suffering from Tourette’s Disorder (TD) that were refractory to all other previous treatments. One of… Read more »

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SoGiAm
Member
👍11365

CPRX-Rae, there are quite a few comments on this equity in this thread:
http://www.stockgumshoe.com/2015/03/the-great-gallic-foie-gras-hack/
You may try going to the Search on the main page and querying the most recent threads first. No position. Best2Ya-Ben

raehepburn
Member
👍273

Thanks, Ben. 🙂

raehepburn
Member
👍273

Hi Ben – I read through the article and there was no mention of $CPRX in the article so I started checking the most recent threads using the Control F feature. I have a really hard time getting this feature to work. Here’s what happens. I press Control F and a blue box opens at the bottom left side of the screen. I enter $CPRX in the blue box. Next to the blue box are two arrows one pointing up and one pointing down. I press the down arrow as I’m at the beginning of a thread, and the button… Read more »

SoGiAm
Member
👍11365

Rae practice on a common word like “and” you shall see it it gives x number of them….every time you arrow down (or up) the cursor moves to that highlighted occurrence
don’t use the $ sign and since pagination you will have to move to the next block of 50 posts and repeat….as far the function not working try to close your browser and come back in….I have not experienced this.
While you are doing this I shall attempt to locate most recent CPRX post(s) by ZKSS Best-Ben

SoGiAm
Member
👍11365

CPRX-Rae, I give for the evening…I’m pretty sure Dr. KSS is not keen on this equity and his last comment was it was one of the most shorted for good reason Good night. Best-Ben

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raehepburn
Member
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Thanks, Ben. I’m not having much success, but will try again a little later.

jimbecker
Member
👍58
jimbecker

Does anyone have any thoughts on $BPTH?

invest405
Member
👍100
invest405

Dr. KSS,
What are your current thoughts on $PARN?
Thank you in advance for this, and for all your shared knowledge. You are very much appreciated.
SH

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SoGiAm
Member
👍11365

PARN-Simon check out this: http://www.stockgumshoe.com/2015/07/the-second-coming-of-transenterix/comment-page-6/#comment use ctrl+f once you get there Best-Ben

invest405
Member
👍100
invest405

Thank you !

raehepburn
Member
👍273

Long $EGLT – Egalet Dr. KSS would really value your opinion on this company. I have listed some information below. Thanks. Egalet, a fully integrated specialty pharmaceutical company, is focused on developing, manufacturing and commercializing innovative pain treatments. The Company has two approved products: OXAYDO (oxycodone HCI, USP) tablets for oral use only –CII and SPRIX® (ketorolac tromethamine) Nasal Spray. In addition, using Egalet’s proprietary Guardian™ Technology, the Company is developing a pipeline of clinical-stage, opioid-based product candidates that are specifically designed to deter abuse by physical and chemical manipulation. The lead programs, Egalet-001, an abuse-deterrent, extended-release, oral morphine formulation,… Read more »

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kruffin
Member
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kruffin

$BXLT, Dr.KSS or anyone interested, I offer we take a look at Baxalta. This was spun off by Baxter. If I knew how to copy and paste, I would have been glad to provide you with pertinent info. That said, you need only go to Yahoo, to get the full story.

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TomN
Irregular
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TomN

$BXLT (Yahoo) – Shire plc (SHPG) confirms that it made a proposal to Baxalta on July 10, 2015, to combine the companies in an all-stock transaction pursuant to which Baxalta shareholders would receive, for each Baxalta share, 0.1687 Shire ADRs. The proposal implies a value of $45.23 per Baxalta share and represents a significant premium of 36% over Baxalta’s stock price as of August 3, 2015. Baxalta has declined to engage in substantive discussions regarding the proposal.

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kruffin
Member
👍49
kruffin

Hi Tom, I received 300 shares of $BLXT when it was spun off from Baxter. Shire has been in a buying mood lately. Would like to see Baxlata resist this offer.

kuczynski
Member
👍64
kuczynski

Dr. KSS, When you have some “free time” (yeah, right, lol!) I would like your opinion/analysis on the products that ABMD manufactures. The stock has gone up from $25 in November to $87 today and I believe that it still has further to run. I’m long $ABMD with an average, for me, starter position. $ABMD Headquartered in Danvers, Massachusetts and founded in 1981, Abiomed Inc. (ABMD) is engaged in developing, manufacturing and marketing of medical products designed to assist or replace the pumping function of the failing heart. The company’s strategy focuses on heart recovery as the goal for all… Read more »

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kuczynski
Member
👍64
kuczynski

02:20 PM EDT, 08/04/2015 (MT Newswires) — ABIOMED(ABMD) saw its price target boosted to $96 from $89 by The Benchmark Company while the firm retained its buy rating on the stock.

Price: 89.51, Change: +12.11, Percent Change: +15.65

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Ron Oliver
Member
👍605
Ron Oliver

Dr. KSS, RE: $PTLA (I am a newbie at Gumshoe –this is my first post). My wife and I greatly enjoy your writing, the breadth of you knowledge, experience and style. You provide a sense of security in a field that is new to us (Biotech) in a market that is challenging. You wrote about $PTLA in your article “Payola from Portola” on 11/12/14 and just last week my cardiologist recommended I start taking Eliquis. He did mention I could bleed to death if I were in a car crash as there is currently no “reversal medication.” He did say… Read more »

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pozoblue
Member
👍36

PARN. Dr. KSS, any updated thoughts on this company at 9/30/15?

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