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Idera Pharmaceuticals, Inc. Message Board

amano_7 18 posts  |  Last Activity: Jun 22, 2016 2:46 PM Member since: Dec 14, 2013
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  • Reply to

    Most exciting new information from JMP:

    by tursta Jun 21, 2016 8:58 PM
    amano_7 amano_7 Jun 22, 2016 2:46 PM Flag

    MDA are very very busy with 10's of ongoing studies in cancer
    There is no way on earth that they started discussing more tumor targets with 2125 unless they are fully convinced and impressed of the current outcome results . Both organizations will never spend time o such exhaustive and demanding work without already encouraging facts

    Sentiment: Strong Buy

  • amano_7 amano_7 Jun 22, 2016 2:13 PM Flag

    So far , during all his PR's this year , he make sure to hint on not considering any funding before 2017
    Lately he did confirm " plenty of things to present " ,
    He must have got already many cards under his sleeves

    Sentiment: Strong Buy

  • amano_7 amano_7 Jun 22, 2016 1:29 PM Flag

    Agree , I think that all this will be translated in 2016 , and within few weeks it will start its move

    Sentiment: Strong Buy

  • 1- 2125 , the second arm using Pembro will start before year end
    2- They are already discussing with MDA in the joint steering committee another 2-3 solid tumor cancer indications to add to their cooperation deal . Hmmm !!!
    3- 3gA is progressing with great interest with GSK
    4- IMO 8400 is being reviewed for other possible indications
    5- No current worries about funding , at least not before Q 2 2017
    I think that all is indicating that there are positive news coming up by that time
    Vin Milano was very relaxed , and he sounded very comfortable

    Sentiment: Strong Buy

  • amano_7 amano_7 Jun 20, 2016 3:23 PM Flag

    The fact that there is no need for any additional funding probably till 2'nd Q 2017
    The number of shares is constant , accordingly share count is a zero sum game
    When institution % is down , retail % is up
    Since retail tolerance to time/return is much better than Tutes who focus on their quarterly bonuses
    The time there will be good news , the time that the share price will jump , and this time retail will not be early sellers
    I feel that with whatever is going on with funds dumping speculative stocks ,and the redemption levels that they are experiencing . This will create an unusual situation that a share price will be in demand and retail are holding due to promised opportunities versus not too many other options to flock to
    we still need to wait for another few months and we will be getting feed back on 8400 , 2125 & 3gA , and we will be watching lot of action

    Sentiment: Strong Buy

  • amano_7 amano_7 Jun 17, 2016 4:55 PM Flag

    The message board is a place to post opinions
    Forget about paid bashers that focus on distracting retail from intelegent posts
    Retail investors must have a decent place to read and review opinions from those who know about science and have experience in interpreting events
    This is not a place to promote or market shares that no body will have any benefit of
    At some time , there was a considerable number of retail who were regularly visiting this YMB
    with the meltdown that happened in Biotech , many have been affected and with time lost interest
    In my opinion a good number of them still visit this YMB , and as soon as IDERA post positive results about their clinical trials , most of them in addition to many others will come back
    No body can influence others to stay invested , but many of us can still help other retail by just posting true and honest opinions
    Good Luck for all

    Sentiment: Strong Buy

  • Reply to

    IDRA Short Volume Ratio enormous today

    by pursewarden06612 Jun 16, 2016 4:34 PM
    amano_7 amano_7 Jun 16, 2016 6:06 PM Flag

    You have a valid point, such a sudden surge in volume must have a good reason
    Investing in Biotech must be a long term view , accordingly I trained myself not to be affected by daily or weekly share price moves
    Once the science prevail , we will move and we shall be rewarded , any other interim games by big MM's are beyond retail investors reach and we will not be able to be part of

    Sentiment: Strong Buy

  • Reply to

    IDRA Short Volume Ratio enormous today

    by pursewarden06612 Jun 16, 2016 4:34 PM
    amano_7 amano_7 Jun 16, 2016 5:39 PM Flag

    In today's market , there is no mercy , no more room for speculation in Biotech
    IDERA share price like other Biotech have been devastated due to the early stage of their molecules
    No matter what shorts and manipulators will do , No body will be able to fight success
    WE all know that IDERA PPS will not move before they demonstrate compelling results
    Few more months and facts will prevail
    Good luck for all longs

    Sentiment: Strong Buy

  • Reply to

    Somebody wants in

    by oilup12345 Jun 16, 2016 12:17 PM
    amano_7 amano_7 Jun 16, 2016 1:18 PM Flag

    I agree , it looks like that some body wants in
    This is how it start , they just start buying , then others will follow
    If volume picks up , it will mean that more are joining in

    Sentiment: Strong Buy

  • Reply to

    Idra or Mrns

    by imperialest1653 Jun 15, 2016 1:53 PM
    amano_7 amano_7 Jun 15, 2016 3:20 PM Flag

    In my opinion valuing possible improved price due to binary events shall take focus around potential market for ongoing clinical trials
    IDERA is after 3 main critical events , each with a huge market potential
    1- IMO 2125 in combo with Ipi & Pembro , if it work with Melanoma , then it will open up other cancer diseases
    2- IMO 8400 if it is showing reaction in bone marrow,it will open the door for many blood cancers
    3- 3gA and the first deal with GSK , by this time GSK must be busy evaluating molecules being suggested by Sudhir showing teh strengths of 3'rd generation technology . GSK have gone miles in trying the 2'nd generation and they know a lot about its limitation . Any news about moving forward with the deal with IDERA will be a signal to other big pharma to rush in a race to grab early opportunities in this field before exclusive contracts are closed out
    All above suggest unusual opportunities and accordingly will suggest a huge spike

    Sentiment: Strong Buy

  • Reply to

    IMO-2125 and CPI combo science question

    by stockof2013 Jun 13, 2016 10:32 PM
    amano_7 amano_7 Jun 14, 2016 2:45 PM Flag

    MDA know that there is a big need to treat all those who do not respond to CPI's , we are talking about the remaining 80 to 65 % of patients depending on which CPI in being used
    They started with Ipi , soon they will start with Pembro
    There has been a talk in ASCO about how to treat all balance non responders ? Dr. Jim Allison the person who discovered the check point inhibitor and its importance was the one addressing this point
    If 2125 show any positive improvement in combo , that will be a huge hit , it will soon reflect to PPS
    Many things will show up before year end , and there is no need to think of any below 1 $ funding
    There are still other works being done , this might be the most critical year for IDERA

    Sentiment: Strong Buy

  • Reply to

    Question on 2125.

    by oilup12345 Jun 11, 2016 2:41 PM
    amano_7 amano_7 Jun 11, 2016 5:17 PM Flag

    With all the big news about the different CPI's that are being approved and used in different types of cancers , the true success rates are still hovering between 20 to 35 % maximum of patients .
    2125 importance will be in improving the body innate immune system to produce more interferon alpha as well as training cancer killer cells
    My understanding to Phase 1 & 2 will be addressing the following
    1- toxicity , we know that 80 patients were dozed with 2125 while doing the Hep C trials back in 2010 , I think that it is getting a passing grade on safety should not be a concern
    2- Determining the dose respond rate , we will need some time to know the actual results , so far it seems it is performing fine , at least this what IDERA management is telling us , and I assume the MD Anderson are satisfied because they are interested in adding Pembro to the trials
    3- MD Anderson will not adventure in starting another CPI Ipi first , then Pembro if they had any thing to worry about
    4- Any improvement to patient respond rates ( all patients have already failed PD1 ) will be evaluated , I think that a respond rate say of 30 - 50 % of patients will be a great success because those patients do not have any other choice
    5- What will determine moving into a phase III will be the meaningful respond of patients immune system to generate interferon & trained killer cells
    The 12 weeks study will allow MDA & IDERA to know before year end the potential of the 2125
    I feel that we will get a press conference about topline data some time by end of Q3

    Sentiment: Strong Buy

  • Reply to

    Idera roadmap

    by eeoptic May 31, 2016 9:10 PM
    amano_7 amano_7 Jun 5, 2016 1:05 PM Flag

    Wonder which big pharma will be interested in IDERA's NLRP3

  • Reply to

    Idera roadmap

    by eeoptic May 31, 2016 9:10 PM
    amano_7 amano_7 Jun 5, 2016 1:02 PM Flag

    If I was in place of management , I will do all what could be in order to explore the feasibility and proof of concept for the first molecule in 3gA
    This is probably why IDREA accepted to move forward with GSK deal for a relatively low upfront payment . Now both companies are working fast on reviewing all what is required .
    The IONIS latest news should bring up all interest to GSK to rigorously review what is the 3gA is all about .
    GSK already know the 2'nd generation or what IONIS call it a 2.5 generation , and it is easy for them to quickly find out if 3gA could solve 2'nd generation limitations
    I am sure that before year end we will all know if 3gA is going to fly, with a minimum of capital spending in 2016

    Sentiment: Strong Buy

  • Reply to

    Pembro arm added

    by tursta Jun 2, 2016 7:23 PM
    amano_7 amano_7 Jun 5, 2016 12:43 PM Flag

    The current Melanoma patient response rate for CTLA 4 is around 20 % , in PD1 it might reach 34 % , can you imagine what will happen if response rate in both CPI's or any of them using 2125 is increased to 60 -65 % . This will require a lot of focus and resources to capitalize and move forward into commercialization
    This shall never rule out the interest and feasibility to move forward to other cancer targets

    Sentiment: Strong Buy

  • Reply to

    Pembro arm added

    by tursta Jun 2, 2016 7:23 PM
    amano_7 amano_7 Jun 3, 2016 8:07 AM Flag

    What shall we conclude from this recent update ?
    1- Ongoing trial with CPI - " CTLA4 " is doing well
    2- Moving forward by adding another more modern discovered and approved CPI - " PD1 Pembro " will be an added advantage
    3- we know that there are many other CPI's being developed / used in treating Melanoma
    4- The validation of any positive results in 2125 in more than one specific CPI will mean that 2125 on its own is able to train the body immune system to verify the tumors genes and train the killer cells to attack them
    This is going to be a dramatic challenge , I think that MDA would'nt have quickly ventured into this added amendment without having in mind in shortening the time it will take to conclude the potential of 2125 in treating Melanoma
    I take it as an excellent opportunity , hoping that before year end we will know if we have a potential Blockbuster

    Sentiment: Strong Buy

  • Reply to

    Idera roadmap

    by eeoptic May 31, 2016 9:10 PM
    amano_7 amano_7 Jun 2, 2016 1:36 PM Flag

    3gA is a huge universe , 10's of potential targets can pop up , developing a molecule can take as low as 2 months
    At some time you will need a loss leader , once you have a deal with a big pharma like GSK , this the loss leader . Now they are developing molecules that can be funded , tested & validated by one of the big boys
    As soon as they show the capabilities of this technology platform , many collaborations will be under discussion
    I will not rule out that the recent pick up in volume is some how related to 3gA , specifically after IONIS deal with GSK was shelved last week

    Sentiment: Strong Buy

  • Reply to

    so many

    by nysigi May 31, 2016 5:26 PM
    amano_7 amano_7 Jun 1, 2016 2:48 PM Flag

    While the Biotech companies are being beaten up
    Longs know this year will be pivotal for IDERA
    Vin Milano is experiencing the challenge of his lifetime
    He know that
    1- 8400 have already shown good signs , few months and he will have more data that might lead into a breakthrough
    2- 2125 is being developed by one of the most resource full & experienced cancer centers in the country, they must have good reasons to discuss new cooperation trials with 2125
    3- 3gA have kicked in with a cooperation with GSK , one of the best teams in GSO
    What can he dream of better than such a position
    Few months and data will be in his hands , share price will respond positively and until then most of talented YMB posters will stay away from responding to stupidity

    Sentiment: Strong Buy

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