I wrote a post on the CEMP and CARA boards I suggest U chk.
Re ESPR ...I've been in a CAD ( coronary artery disease ) trial , was interviewed for Amarins Reduce It trial and talked to my Cardiologist about being in REGN's PSCK9 trial before approval.
ESPR is years and millions of dollars of Outcome trial costs , away from approval.
You may be around when ECT 1002 is finally approved for ESPR .
Doubt if I will .......unless prescribed a PSCK9 drug until then
My wife is a PA in dialysis at a major hospital and did CKD research at Yale
Today one of her patients with both Liver disease and CKD ( chronic kidney disease ) was in for a consult.
The patient continually itched thru the entire consult time .
The medications to date had been ineffective in relieving his constant itching ...this is an important unmet medical need.
Itching is well known by those treating Liver disease patients ...but also many on dialysis also experience the same condition..
Cara has demonstrated the potential of CR845 to address this condition .
Results of their P3 trial are due late 2015 and are awaited by investors and MD's alike .
This is an unmet medical need with a large patient population
Nor sure of your strategy here ....this is not a diss by the way .
If you listen to both the recent conferences you can not help but be impressed ( at least I can't ) with Prahba and the potential for Soli.
I had a friend die from CABP.
My wife ( a PA ..physicians assistant ..in dialysis ..Yale research CKD ) tells me CABP is a real problem at her hospital , particularly among the elderly .
She has authority to prescribe a wide variety of drugs , and the feedback I get from her is that if approved and the situation required it , MD's will be prescribing Soli.
I also had an Uncle die from an infection related to a hip replacement ....something else CEMP is working on and apparently successfully ...their drug altho not approved is being used for compassionate use .
So if you were liquidating today ...I was buying your shares .
You had an end of Qt , Fund dump which IMHO created a rare buying op.
Hilary won't be coming after Soli ...it will priced in the $100's not $1,000's and save lives and hospital expenses ...especially if those on IV Soli can be released early on Oral Soli .
I'd be interested in your rational for selling today ... wondering if your margin exposure get to you ?
Fghton ...Your posts are important because they remind us all that this is after a a clinical trial ...the unexpected can happen .
For my part ...I've spent the last 90 minutes listening to the conferences , reviewing the research and I'm buying more CEMP today.
When Prabha refers to the data in the Oral trial ...for those questioning it ...she is NOT indicating that she knows anything , beyond that the QUALITY of the data will be better. This is because its a controlled , in hospital IV trial. They know the patients are getting the exact amount of the drug when they are supposed to be getting it .
Outpatient Oral trials have lower quality data because they often don't know if the patient took the drug at the right time ...ie with a meal etc
There are always risks with trial results ...but IMHO at these prices its worth the risk as long as position is less then 10% of ones portfolio
The clinical trial setting is far more controlled in the IV trial vs the Oral trial.
Therefore success in the Oral trial largely de risks the IV trial
It would be a huge surprise if the IV trial failed
JMO ...I'll listen to the recent presentation . The MS presentation was IMHO very convincing
Praha is world class / top of her field
Fghton ...OT ..some of this is so random .
One of my biggest winners so far in 2015 was ESPR ...you would have to chk that YMB site earlier in the year for my posts .
Anyway ..it was one of my few triples in the past 12 mths ...and I sold at $102 and $96 I believe.
Recently its been crushed .
I never say that coming ...just wanted out of it cos I felt the FDA would demand an expensive Outcome trial be started before approving their drug.
But , there for the grace of mostly dumb luck, go I ...brutal sell off in that stock.
Fghton ...well you could hedge your RLYP position by at least buying some ZSPH some time.
Without getting into the pro's and con's of either ...just compare the price action of both over the past 5-7 days.
JMO ...feel free to ignore
Yes I owned CGMFX ( Ken Heebner ) years ago ...brings back memories ...and also a Janus fund
Re FBIOX .. I sold half of it a week ago ...so consider me half smart .
Bottom line tho ...my portfolio is down in 1 wk , more then I used to pay some employee's for an entire year .
So ,its a humbling experience..
I have to think that some of it, is end of the Qt selling for funds ...so I hope most of it , ends tomorrow .
Have no idea if or when we will snap back .
I'll leave that to those far wiser the myself to opine on
Well Fghton , if U chk our posting history you will see that I said I sold 20% ( or 25% ) when it ran to around $82 . Yesterday I bt back that 20%-25%
I'll maintain a core position that I'll try and trade around .
I am nowhere near smart enough to pick tops or bottoms ...I'll leave that to YMB genius's like yourself.
Fghton believe schroe has it about right .
An MD involved with it all , wrote a piece for the NEJM .. believe the trial data was also Open Label trial data ( and I know you know Open Label data rt Fg ).
Key difference is I believe Pyrine ...in Katek but not Soli.
Posted on ZSPH board but applies to RLYP also.
Medical community beginning to get excited about new treatments for HK
Whether you own ZSPH or RLYP I suggest you watch this video .
The medical community is aware and excited about the new HK drugs about to be approved
Fghton ...no need to feel bad for me .
Please continue to post why you think "This one is Toast "
Believe you said much the same when it was $48 and U trashed me for suggesting Golong consider buying it .
So please provide the detail on why you think this is headed into the 50's
Believe it relates to the Pyrine ring ( spelling it wrong ). Pyrine was present in Ketek but not in Soli.
Wife's speciality is CKD ( Chronic kidney disease )...doesn't really follow anti biotics .
Did acknowledge that CABP was a serious problem especially among the elderly and any advances in treatment there would be welcome .
Yes I thought Prabha did an excellent job at the MS conference ...which is why I remain long the stock and bt a little more today .
Are there any informed posters on this board that can inform me of liver toxicity studies with Soli.
Ketek imploded because of Liver issues so I'd like to know what the board knows about this .
I am long CEMP
Fghton ...agree that the data will be considered "under powered " so I'll be looking at the P value as well as the confidence interval of the reported data ....as I'm sure you will be also.