OK, I am on it now and will look at CEMP too.
So, the one thing that gets me thinking much about headwinds is not with regards to the build up and into approval. My biggest concern is post approval. Do you know if the government or greater medical community actually refrains from using new treatments (antibiotics or otherwise) in infectious diseases due to the always present risk of bacterial resistance to antibiotics. I worry that I may be very much on the right track with these companies, and that they are developing major breakthroughs in the infectious disease realm, but will be sabotaged by our own great medical community for they will want to save these valuable treatments as a "last resort".
Either way, post approval, they will have to go through the standard processes we know and love with regards to insurers and Medicare acceptance, and they will be expensive, but will our medical community itself be the greatest headwind to these development companies and their investors?
I do like AKAO for its two point Phase III approach which in one phase focuses on UTI. UTI is a major issue in the hospital in patient environment as it is so common as well as difficult to treat. This is a liability issue. Add that to the occurance outside the healthcare complex and you have a real challenge. My sources of refference to this issue is my mother who was an infection control and outbreak manager for twenty plus years in a large hospital as well as a noted figure in outbreak management community. This could support AKAO. I worry that these companies will have to market AROUND the resistance by doctors who want to save these treatments only for the worst cases of MERSA, pneumonias, nerve eating amoebas (so) and such!
Not for you option stallions. This one is focused in antibiotics with something surprising to me really. They have what seems like pretty decent government backing/funding. I think there is more to the story than a couple Phase III trials although their treatment is pretty important against super bugs. Anyways, top line data early mid next year. They have a pretty good pipeline it seams if you like reading that complicated boring stuff!
Anyways, unfortunately it is still low volume, low AS, Low Float, low short and low price. I found them in South San Francisco, next door to coincidentally to Redwood City and RLYP, while searching for investments in that hot bed area. If anyone has something to add about AKAO I would appreciate the valuable input.
ALDR is making the bounce this morning I beleive. They are a strong little Bio business. I know the AKAO is a cookie but I did not just find them on some penny alert. They seem to be pretty seriously backed. Have some pretty big .gov backing with VIP agencies....
He is a triple black belt ninja you know? He can also do more with an I-Phone than most can do with an AR. He is also very very CONNECTED.
OMER, JUNO, AKAO & OCUL.......in that order for me and building positions at this time. Sat on quite a bit of cash but started to let go a bit two weeks ago. Summer is almost over and Wall Street is either going to gun it or it will be a train wreck but I beleive the former is the case. Couple Binary events in there, some revenues and long shot takeouts. Good Luck Lurker.
Hah! Icahn is a long time poker enthusiast. Ackman should have known and taken that into account, now he looks even more the fool, in fact we know he is a fool.
As I remind the Type A personalities in my office from time to time, "It is better to hold ones tongue and be thought a fool then to use it and remove all doubt.". It is usually said shortly after some guy goes up in a huge ball of flames, crash and burn baby!
Wow, that is wild. It is like Hollywood, almost believable. How nasty, these two cannot be trusted. I find it a bit surprising that Icahn would look to Ackman to help a guy help a guy. You are short, I am long, I made a bunch of money and I think I will make less going forward and you made a crazy short bet that has not paid off so let me help you help me! Icahn is probably setting Ackman up. Old fox. You are right though, whatever is happening we should see days to weeks of all hell breaking loose in HLF. Now that there is a Clown Show Glenn!
There will be nothing until after elections. Yellen is a lefty and she will not hurt lefty nominees. Sorry it is ALL political made to look like responsible policy.
We go down. The BITCHAAA Democrat Nominee Clown crashed Bio/Healthcare last winter. We may not go down as far since this is a repeat but we can fall a good bit more. May not go down as much since it is well known she is a liar for votes and an innefective administrator or leader, but we go down.
I find it interesting that wall Street is pricing stocks like it is going to be fact that there will be reform hitting the pharma sector. Newsflash! The BITCHAAA is a pathological liar and will say anything to get a vote! She has no intention in my opinion to work nearly as hard as necessary to do anything about pharma pricing. She is a liar and she really does not care in my opinion.
First, I have never paid that much before or after ObummerCare but maybe my company provided plan (I kick in every month) is better. She does not know the first thing about any of this, nor how to fix it without single payer tax sucks because she has not paid an insurance bill since I have been alive and that is a good period of time. Bet she doesn't know the companies, the stock or how any medicine works or came about either. She knows what her million dollar donor lobbyists tel her. So she should say nothing a S she is really an idiot on it. Oh, if you do not vote you are giving her your vote. Maybe I should say if you do not vote for Trump you are giving her your vote.
Now if she followed the laws on the books it would be less of a problem, in fact, it would be no problem but we know they just can't do that can they.
Oh, health care, insurance and all that, is a priveledge not a right. Too bad Americans do not read or know the Constitution that gave them the freedom today they take for granted.
Anyways, she will sink research and development. We could see a real medical deficit from pharma 4-10 years from now with that brilliant overreach specialist in office. I tell you it is a very big problem and today flat proved it. She will do the same to energy if she can get a hold of it. Those industries are bad you know, so they gotta go. I wonder if she realizes that someone got that black stuff out of the ground or that ore that we cannot mine so we have chitty steel from China dumped on our shores.
Love BSing with you Lurk. Kinda hard to talk stocks on a day like this though. I bought more JUNO, OMER, ALDR and BLCM today. Average down or hopefully play the Clown Show BS bounce tomorrow. Just a couple $k each but I was #$%$ off with each buy. Dang BITCHAAA!
I'll be darned that "female dog" set off the last giant bio money suck last winter too. As ObummerCare ruined insurance-doctor-patient relationships and health for the insured working class, Clinton will finish off Bio/Healthcare! She isn't even in office yet so if you need a sign of what will happen she gave you one today. A big one. She is a single payer socialist BITCHAAAH!
Hey, sell your Bios now if you are voting for Clinton. This will be the best price for a good while.
Today the "female Dog" tweeted she did not like the price of EpiPens. Time of tweet corresponded perfectly with the most aggressive drop I have seen in healthcare in a long time. I thought a war was started or Germany was leaving the EU or something. Could not find any news. Well, the news was the Democratic Clown Nominee was once again demonstrating that she sees no value in Healthcare nor the investment and payout required to improve quality of life in health.
If you like Bio then you have a serious conflict if you like Clinton too. Her broker went short and she yanked the carpet.....wrote the tweet. That simple.
It surprised me when ALDR was screaming up at +8% this morning and then got obliterated soo fast. Big boys raising cash and laying in hedges for Armageddon?
PCRX is a decent one in my opinion. Alternatives to opioids in surgery and possibly chronic pain are just kicking off and with all the issues in America about addiction it has a good future. I challenge them to push their research into pediatric as young athletes are impacted too. Then dental is a big market. They got smacked by agency letters but they will recover revenues with more acceptance and use by the surgical community. Growth will return with a vengeance in my opinion and their marketing is strong and getting stronger. I think while they are looking for growth through acquisitions, they themselves are also a reasonable consideration as a target. Although Oncology is all the rage now, and for good reason, pain is big business. I actually was hoping that they would look at Omerus for its phase II study on cures in addiction therapy. Not a bad way to deal with opiates, first use them less in the operating room by administering Exparel and second chemical treatment to those addicted folks you could not get to in time. A one two punch on opioids! Ha!
I have a recently established position in PCRX.
Hell that enters "tumor" space. Sorry, fat fingered cell phone poster here.
Yeah, do not lose your mind on the girlfriend. I had three one time all on rotation and my focus got shot, I lost the forest in the trees for a while. Something like that anyways.
Look Class III is a lot of work for a medical device company. The compound is intrusive. They will need cash and darn right there will be human trials. I look at this as another in a long list of bandaids for external and internal medicine. If i understand the limited info on this stuff out of MIT it accelerates clotting and healing time. That is great externally but has always created incredible challenges internally. Everyone is looking for a very limited, fast acting "super glue" for the next teams surgery room. Problem is, that is a mess, and the risk of entrance into the bloodstream has always proven out to be the case.
Hey I hope it works out but why does this company have the rights to it instead of a J&J for instance? I fought a stock ticker ADMD for quite a while. It has a "gel" that forms a lattice when it enters rummor space and this can hold short half life isotopes in place within the body. It eventually dissolves in the body safely. It was developed by Batelle and Advanced Medical Isotope got it. Well, they are nothing of size nor funding. Stock from .70 diluted to .0014 and went to .0001 at one point with some dramatic runs, the last run was to .01 when they announced the use of the RadioGel in animals. Yeah, I made money several times, tens of thousands, but here is the problem. It took a good bit of capital, some fear and a ton of faith. Just six months later....back at .0024 or so and not a peep about the breakthrough venture into pet cancer. Also, fully diluted at 2 billion shares. I think there is substantially more than that out there though. Yikes.
You have fun with ARTH and be careful with buying those dips. You can just about run out of capital before a stock runs out of shares it gives away. ;-)
Get back to that girlfriend that pays off.