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ЕЛН Message Board

bocamp1 321 posts  |  Last Activity: Jul 11, 2016 1:09 PM Member since: Oct 13, 1998
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  • "Protecting the integrity of the ocular surface while treating ocular conditions like glaucoma is undoubtedly the wave of the future. Eye drops with additional ocular-surface-protective properties should become a part of an ophthalmologist’s armamentarium for patients with ocular surface disorders (Dry Eye), and potentially for all patients at risk for ocular surface diseases requiring long-term treatment with drops."

    We need to see the glaucoma results. We know that TB4 works on OSD's (corneal staining shows that). If it can lower or even prevent a rise in pressure, TB4 would be the first of its kind; an eye drop that treats 2 indications with massive markets. What's that worth?

    Silly volume just waiting for new news. How about osdi? How about visual acuity?

  • Its amazing, and something that is totally unique to vaso. If you look at PR released the last couple years, it almost exclusively earnings related; statement about when they are coming and CC date, and then the release. There is nothing, nothing, and no attempt at all to inform shareholders of some positives about what might be going on In between. I have never seen over my 40+ years of investing, a company that tries so hard to keep shareholders in the dark. They despise their retail shareholders here.
    Ma has been a total disgrace and an overpaid lying, lackey of Castle and Leiberman since the GEHC deal. What the heck happened to the guy.? Why did he sell out all the retail shareholders?

  • Reply to

    ivchip.

    by snogreen Jun 18, 2016 10:59 AM
    bocamp1 bocamp1 Jun 18, 2016 6:22 PM Flag

    Sno, dark or light: hot or cold. Your posts are wildly inconsistent in tone. But, that's ok, you are a fixture here as is JJ, for better or worse.
    I am the one who brought ebio to boards attention. I only did so to point out some serious data mining by another small genetic tester and to show easy endpoints that were missed. They are either wildly inflated or rgrx undervalued; I prefer the latter. EBIO is not the poster child for a successful company yet. And if they had reported heart data on humans done in China, the results would have been the same as here. No investors take trials done in china seriously.
    Eu and North America is were the action and the real value for rgrx is. They need a company, like nvs, to step up and buy JV(Koreans do not want to take this to an NDA) and pay top dollar for rgrx's eu rights. Those will not be given away.
    So, waiting continues

  • Reply to

    ivchip.

    by snogreen Jun 18, 2016 10:59 AM
    bocamp1 bocamp1 Jun 18, 2016 12:06 PM Flag

    Sno, you have been here a long time, and when you get in your dark moods, you throw in the "facts" that suit your agenda. And the agenda of the day is all is lost, massive dilution coming. Now, to be fair, my agenda is by book, and I make no bones about the fact that I talk it all the time. Most likely, the truth lies somewhere in between.
    Its true that rgrx sold cheap shares to gtree, but you don't mention the unique nature of that financing. Along with that rgrx got GTREE to pay for all trials for dry eye and got royalties. And it was done at a time when the alternative was BK. So, cheap shares were actually worth much more to rgrx and its shareholders than just 15 cents. No future deal will be priced to new buyers so low as to compensate for trial costs. RGRX situation is much different now. Just released trial has taken much risk off the table, to those who understand the results.
    So, don't look for a huge dilutive deal. IMHO

  • Reply to

    Company Website

    by bocamp1 Jun 16, 2016 6:24 PM
    bocamp1 bocamp1 Jun 17, 2016 1:51 PM Flag

    Shire paid 160m for Sarcode. They got lifitegrast and little else. TB4 superior in comfort and tear production and side effects.
    AGN paid 50 m for Visomitin. Again, better profile for TB4.
    What is Novartis to do? Maybe do nothing; unlikely. A little dilution would not hurt rgrx and give them a better bargaining position.
    And last license deal done for heart was for 50 million by amgen and little cytk. Amgen has put another 50 mil in it and hasn't yet decided to continue trials as results are nuanced (muddy is not the biotech lingo).
    There is a lot of value here based on many prior company transactions.

  • bocamp1 by bocamp1 Jun 16, 2016 6:24 PM Flag

    Anyone check it out lately? It looks new. I guess they are planning on being around for a while.
    Today's trading says one thing. If you sold recently and want to buy back lower, you are going to have a tough time. I would guess very little could be bought right now in the .50's.
    We have to get some news very soon relating cash needs. Is that a license deal, sale of asset, buyout, grant, secondary, small convert deal? Who knows, but if they were thinking of doing a destructive deal, they could have contacted Lincoln long ago. Look for a very good deal for all. IMHO

  • Reply to

    Novaliq GmbH- Phase 2 dry eye being done by Ora

    by bocamp1 Jun 15, 2016 1:48 PM
    bocamp1 bocamp1 Jun 15, 2016 2:31 PM Flag

    Geezer, what exactly do you think a CEO of a small biotech is going to negotiate, just for himself, at the expense of common shareholders , from a large, biotech or big pharma? Do you think big pharma would put themselves at risk in today corporate environment and throw ceo a cherry deal? That aint going to happen.
    JJ has stock and options and converts. So, give it a break with the "evil" CEO nonsense. None of this will happen in a vacuum and JJ will get plenty if he handles the potential of heart and stroke and wounds and dry eye here................

  • Reply to

    Novaliq GmbH- Phase 2 dry eye being done by Ora

    by bocamp1 Jun 15, 2016 1:48 PM
    bocamp1 bocamp1 Jun 15, 2016 2:08 PM Flag

    Yea, its unreal that he or the Koreans agreed to that dam CAE. The real hope is that big pharma realizes that CAE will have no part in future trials and rgrx has plenty of easily repeatable results that the FDA would agree to use as endpoints. Its just a shame that JJ has run this company and these trials so poorly. But, he is all we have and he has as much or more incentive than anyone (given his holdings in rgrx) to cash in on a higher stock price. He has not made any great money being the CEO. His retirement is RGRX.

  • They completed enrollment in their P2 207 patient trial today. They are going against a placebo and restasis. Check out the endpoints below:
    Primary Outcome Measures: •Corneal damage as assessed by fluorescein staining [ Time Frame: 4 months ] [ Designated as safety issue: No ]

    Obviously they wanted NO part of CAE and not even a comfort endpoint. They would have to face that endpoint in the P3, but this is the type of trial that will provide easy success and a nice PR to that end. Interesting that they will compare to the current standard of care. That could really provide some headlines. I think with TB4''s comfort #'s and increased tear products before CAE, rgrx could have easily beat restasis.

    Bottom line is that FDA has shown it doesn't care about CAE and are very flexible. And no one else is using it now. RGRX should be able to set up endpoints that are easily met based on repeatable results. This next trial protocol ( not the results months later) will push stock higher to those who know history of TB4 trials and dry eye. Even JJ cant mess this one up.

  • Reply to

    Heart Results are Impressive

    by bocamp1 Jun 14, 2016 1:25 PM
    bocamp1 bocamp1 Jun 15, 2016 12:48 PM Flag

    What are you talking about. You paint a moral equivalency between the Chinese Government Agencies and the actions of CEO's in America's typical buyouts? That is a typical talking point of the Liz Warren left.
    We may not think the sec and finra is doing a good job, but they are light years ahead of china corporate doctrine.
    You should not be invested in anything with your self hating American logic. My point was, and I will say it again to you, is that insiders own a ton of stock here, they make out the best not by stealing IP, but by making rgrx a higher stock. And that by definition, benefits all shareholders; even the stupidest among us.

  • Reply to

    Unusual Call Activity

    by bocamp1 Jun 14, 2016 10:48 AM
    bocamp1 bocamp1 Jun 15, 2016 10:06 AM Flag

    Premiums continue to expand. July 100 calls bought for a buck yesterday are being done at 2 dollars today.
    Even the June's otm's are over the top expensive. The 90's done at .65 with an offer of .85 now
    Stock up over 3 points.
    .

  • In 2009, amgen licensed a heart failure drug from CYTK. They got a 50 mil upfront fee and amgen paid for all trials. Other payments of royalties also going forward. This is a big time indication if big pharma picks it up.

  • First time in humans. Usually, we get this kind of data from rgrx on mice. If this study was conducted in the United States, stock would be up to a new year high.
    Anything from China is always suspect. But, still data that big Pharma will look at with much interest.

  • Nice one again sno

  • The last couple days. The July expiration getting volume in many OTM strikes out to the 115 calls. And they are getting more expensive.
    Stock higher on a down day in general and IBB. ???

  • Reply to

    Board too Funny

    by bocamp1 Jun 13, 2016 11:13 AM
    bocamp1 bocamp1 Jun 13, 2016 1:43 PM Flag

    Agree harry, I am all for greed. And being very simple. And to that end, I say those who have invested in a stock, prefer higher prices to lower. All the owners here(sigma tau, the Koreans, JJ, Goldstein, Mcnay) will benefit and are working towards getting this stock higher. BK or other means of stealing IP are complex and could not ever provide the gains that a successful rgrx could. That's the simple logic and I really don't give a crap about drama frustrated longs here pontificate endlessly about.

  • Reply to

    Roche Active Today

    by bocamp1 Jun 13, 2016 8:38 AM
    bocamp1 bocamp1 Jun 13, 2016 12:31 PM Flag

    We shall see. But in all takeouts, corporate activity within the targeted company goes on as normal to show buyer that remaining independent is an on going option.....keeps bargaining position strong.
    Roche is not going away.

  • bocamp1 by bocamp1 Jun 13, 2016 11:13 AM Flag

    Nothing but negativity with a couple conspiracies thrown in. Roche has a play in eye now, shire has lifitegrast, and AGN has visomitin. What will NVS do?
    Those who purport to being long termers here and then trade stock for pennies and then predict lower prices(trying to rebuy) are as useless as JJ has been.
    Stock will do what it does, but news comes when least expected and price reaction will be extreme: Just like the EBIO deal.
    Summer is here and we should see new trial endpoints. If they are as relaxed as all the other company's dry eye trials, then rgrx will not last long as an independent company. Previous trials have shown, at the very least, repeatable results and the most competitively advantaged drug in the safety and comfort area. And we still have more info from just done trial to be released.

  • Doing a license deal with little ebio today. Nice pop there. Pacb is next.

  • bocamp1 by bocamp1 Jun 13, 2016 8:31 AM Flag

    This company is up huge today. I reported it had failed a p3 drug eye trial; the one with no CAE and endpoints that rgrx already hit in last trial.
    Today, they start another eye trial for diabetic macular edema for a P1. And they just got the holy grail, a license agreement with a major company: Roche.
    CEO said a while ago what JJ has said; that he would look for strategic alternatives. But, he has done what JJ has failed to do for so long. Will that change soon. This agreement shows how hot the eye area is.

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