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Curis, Inc. Message Board

billygbillyg 33 posts  |  Last Activity: Dec 12, 2014 5:38 PM Member since: Jul 9, 1998
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  • I just watched a spot on CNBC and tanker stocks were up a lot today 12/12/2014, FRO + 38%, NNA + 9%, DHT +6%.
    They said their fuel costs are down and there is more demand from countries that want to import more oil while it is cheap. They said their were 83 ships waiting to dock into China to unload their oil.and tanker rates are up 200% from last April.

    Sentiment: Buy

  • Reply to

    Just Getting Started

    by mickmack50 Dec 4, 2014 7:52 PM
    billygbillyg billygbillyg Dec 12, 2014 5:06 PM Flag

    Mick, today 12/12/2014 was a very strange day with the dow down 315 and the nasdaq down 54 I found all of my biotech stocks up today CEMP + 2.5%, PSDV + .23%, DVAX + 4.8%, SGMO + 17.5%, SRNE +6.8%.
    If you have time could you take a look at SRNE and let me know what you think? I really lucked into this one as I just bought it yesterday morning for $4.40 and it's already at $5.80. I haven't been able to find much information on it but if you go to the SRNE message board I left a couple of posts on the information that I have found; if you have any comments you could leave them there. I got interested in the stock when I was reading an interview with Chen Lin and he said the following:
    I own Sorrento Therapeutics Inc. (SRNE:NASDAQ). This undervalued biotech is researching a bioequivalent to Celgene Corp.’s (CELG:NASDAQ) blockbuster Abraxane (paclitaxel). The data will come out in Q1/15 and an NDA could be made in Q3/15. At that point, the market will suddenly wake up to the good news that Sorrento has a drug that can compete with Celgene’s key product. Frankly, Sorrento also would be a good takeover candidate for Celgene. It's a lot more risky than PSDV as they still need to get approval but so far I can't complain. Thank God I sold all of my oil stocks when PSDV was around $3.50 so I could buy more PSDV that was one of my better moves this year.
    Thanks,
    Bill

  • billygbillyg by billygbillyg Dec 11, 2014 5:27 PM Flag

    I did find an interesting interview with the CEO Henry Ji from 7/21/2014 that is pretty interesting. You can find it if you google: ceocfointerviews henri ji

    Sentiment: Strong Buy

  • billygbillyg by billygbillyg Dec 11, 2014 5:21 PM Flag

    I just bought this stock recently after reading an article by Chen Lin dated 12/2/2014 titled: Rolling with Biotech’s Regulatory Punches. I don't know much about it except the following and could use some help from anyone who might have more information on the company:
    Chen Lin said: Sorrento is trading around $4/share. A year ago it was at $15/share. The company raised money a few months ago at $5/share. That is where I got in. I feel that Sorrento will soon be posting a very significant result. Insiders have been buying, and I am holding on to the stock. My understanding is that the managers have enough capital to last until the end of 2015. The key results will be out in Q1/15, and the company should be filing the NDA by Q3/15. That should be positive news for the share price

    Sentiment: Strong Buy

  • Reply to

    Avastin

    by billygbillyg Nov 28, 2014 4:56 PM
    billygbillyg billygbillyg Nov 28, 2014 9:38 PM Flag

    Thanks, I always enjoy getting your perspective on things. I think it is interesting that Genentech is working with ForSight Vision 4 on developing sustained-release for Lucentis and I hope that doesn't turn out to be competition for PSDV in the long run. Also it would be nice if someday PSDV would let us know what large company with an approved anti-VEGF they are working with and give us an update on Tethadur. I definitely think the worst is behind us and I see more positive sign posts ahead then negative ones. I haven't suffered as much as you and a lot of the other longs on this board as I only bought before the last CRL and I'm glad I stuck with the stock. The only thing that could get me to sell my stock now would be if the company gets bought out.

  • Reply to

    Nice Recovery Week

    by mickmack50 Nov 26, 2014 4:55 PM
    billygbillyg billygbillyg Nov 28, 2014 5:24 PM Flag

    I couldn't agree with you more about the absurdity of the "approval hangover" that we suffered after US approval for Iluvien. But it actually turned out to be a blessing in disguise for me as in made me sell all of my oil stocks when PSDV was trading at $3.60 so I could buy more PSDV and it ended up saving me a 50% loss on those stocks and giving me a 20% gain on PSDV so far.

  • billygbillyg by billygbillyg Nov 28, 2014 4:56 PM Flag

    I've seen a lot of posts here about Avastin coming off of patent in 2019 and that would be a reason why Roche would want to develop a sustained-release version. But I also have read that Roche has been resisting getting Avastin approved to treat AMD because it sells Lucentis to treat AMD which is 40 times more expensive. I also found an article in the archives at the ophthalmologymanagement website for issue July 2014 titled "Four key advances in the battle against retinal disease".
    "Results of the first clinical study of a sustained-release implant to deliver Lucentis were described as “encouraging” by Roman Rubio, MD, head of ophthalmology at Genentech. The study found 0.5-mg dosing from a refillable reservoir (ForSight Vision4, Menlo Park, Calif.) produced vision gains comparable to intravitreal injections of the same drug".
    So my questions is don't you think it is more likely that Roche would try to develop sustained release for Lucentis rather that Avastin as it is a much more profitable drug for them.

  • Reply to

    Alimera Science announces

    by terry290737 Nov 28, 2014 10:29 AM
    billygbillyg billygbillyg Nov 28, 2014 4:13 PM Flag

    Terry, I like your scenario and you might be right about Regeneron rather than Roche taking out pSivida as when I was looking at the ophthalmologymanagement website I found an article in their archives for the July 2014 issue titled "Four key advanced in the battle against retinal disease" which says:
    "Results of the first clinical study of a sustained-release implant to deliver Lucentis were described as “encouraging” by Roman Rubio, MD, head of ophthalmology at Genentech. The study found 0.5-mg dosing from a refillable reservoir (ForSight Vision4, Menlo Park, Calif.) produced vision gains comparable to intravitreal injections of the same drug".

  • Reply to

    Glaucoma Part Two

    by billygbillyg Nov 21, 2014 3:53 PM
    billygbillyg billygbillyg Nov 25, 2014 4:15 PM Flag

    The date of the article was 6/1/2013. If you want to see the full article just google:
    Pfizer lantanoprost Psivida
    Look for around the eight result titled:
    What's next in sustained-release drug delivery?
    from ophthalmologymanagement

  • Reply to

    News About The Glaucoma Gig Regarding PFE

    by mickmack50 Nov 21, 2014 10:10 PM
    billygbillyg billygbillyg Nov 24, 2014 2:02 PM Flag

    Great work Mick, I think PSDV is a pretty conservative company financially and I think Glaucoma was probably placed on the back burner until after US approval of Illuvien. Now with the $25 million payment from ALIM I think they can place more emphasis on developing it as they will be paying for the initial development costs. I still think their major push will be do develop Medidur but it is comforting to know they have more shots on goal and this company is not a one trick pony which was my major concern with ALIM and why I decided to buy PSDV stock and not ALIM. I became very frustrated with PSDV stock when it dropped below $3.60 and I broke all of the rules and sold a lot of my other stocks and although I never buy on margin I did put all of my cash into buying more PSDV at $3.60 and I had half of my portfolio in PSDV. After seeing so many runs up to near $4 and then seeing the stock collapse back below $3.60, I lost faith and sold about 25% of my position in PSDV at $3.90 and of course the stock kept going up and is now at $4.03. But that's OK I still have 75% of my position in PSDV and 15% cash and I have reduced my overall portfolio position in PSDV to 33% of my portfolio. If we ever pull back to $3.60 again I'll be buying more but I won't sell anymore of my PSDV at any price until a buy out comes. It could happen next year or not for several years but it will happen someday especially once the company becomes profitable it should become a target considering it's strong pipeline.

    Sentiment: Hold

  • Reply to

    Glaucoma Part Two

    by billygbillyg Nov 21, 2014 3:53 PM
    billygbillyg billygbillyg Nov 21, 2014 8:50 PM Flag

    I'll be right herewith you. It will be very interesting to see where this company is in 5 years. I haven't been able to find another biotech stock with a market cap of $100M that offers such great long term potential with limited downside risk. I think that if PSDV can get approval for Medidur by around 2017 that could be the springboard that would really move stock. Of course I don't think PSDV will make it another 5 years before being gobbled up by a larger company.

    Sentiment: Strong Buy

  • billygbillyg by billygbillyg Nov 21, 2014 7:33 PM Flag

    Problem with glaucoma drops
    Two major drivers of efforts to develop a sustained-release format for delivering glaucoma medications are the issues of noncompliance and inadequate dosing of eyedrops.
    “Noncompliance is a huge issue,” says Dr. Ashton. “You have patients who don’t take their drops until a week before they have an appointment with their ophthalmologist.”
    William (Sandy) White, CEO of Icon Bioscience, says he is aware of studies that indicate, on average, fewer than 50% of self-administered glaucoma medications are used as directed by the physician. “It’s an archaic way to delivery these drugs,” he says. “I think we have recognized in recent years that we must have an alternative to drops for chronic ophthalmic diseases such as glaucoma.
    Andrew Rabinowitz, MD, glaucoma specialist for the Barnet, Dulaney, Perkins practice in Phoenix, would welcome a long-duration implant (perhaps six months) that replaces eyedrops.
    “If the patient is a type A personality who obsesses about learning the proper technique to instill the drops, we can get amazing IOP improvement with drops,” he notes. “But most patients aren’t like that. Eyedrops are perhaps the most difficult type of medication to deliver to the body. Unlike when a patient has to take a pill, when patients use eyedrops they have far more challenges that impact the success of getting the medication into the eye.”
    With eyedrops, patients not only need to remember to purchase and use their drops, they need to have impeccable technique to instill the medication without missing the eye or spilling it onto the cheek.
    “Eyedrops are at best moderately effective in the majority of patients,” Dr. Rabinowitz says. “The development of sustained-release delivery systems would greatly improve the prognosis for patients with glaucoma. These benefits would be most profound in the more severe cases who are dependent on three to four different types of medications, several of which are currently dosed three times a day.

    Sentiment: Strong Buy

  • billygbillyg by billygbillyg Nov 21, 2014 7:21 PM Flag

    I guess my glaucoma part one" post was removed by Yahoo because I made reference to a website where I found the information so I'll try one more time with out making a specific reference to the website where I found the information. I'll just say it was a ophthalmologymanagement website that had an article titled What's next in sustained-release drug delivery? dated 6/1/2013 that you can find if you Google: Pfizer lantanoprost Psivida

    Glaucoma part One Again

    Since 1996, four sustained-release drugs that use the principle of Strategic Drug Delivery have been approved, either in the United States or internationally. pSivida has been involved in the development of three of them:

    THE NEXT BIG OPPORTUNITY
    Interestingly, all four of the sustained-release drugs approved thus far have been for back-of-the-eye diseases, yet equally promising opportunities for these longer-duration formats exist in the more prevalent front-of-the eye diseases and conditions, such as glaucoma, dry eye and bacterial conjunctivitis.
    “That’s an interesting issue,” says Dr. Ashton. “I’m a back-of-the-eye man myself. For delivery into the back of the eye, we can place the implant directly into the vitreous and that works very well. For the front of the eye, you may have to go under the eyelid, the anterior chamber or somewhere else. The challenges are bigger in the front of the eye. The implant can cause the patient discomfort or it might even fall out.”
    Targeting glaucoma therapy
    Although these challenges may have deterred drug-delivery researchers before, they are now confident they can overcome them, especially when developing a sustained-release format for treating glaucoma. Currently, three major efforts are under way:
    • pSivida and Pfizer partnering for a longer-duration sustained-release delivery of latanoprost (Xalatan).
    • Allergan conducting clinical trials with a sustained-release format for three-month delivery of bimatoprost (Lumigan).
    • Icon Bioscience entering clinical tri

    Sentiment: Strong Buy

  • billygbillyg by billygbillyg Nov 21, 2014 3:53 PM Flag

    Where efforts now stand

    The effort to develop a sustained-release format for delivering glaucoma medications over several months via an implant has essentially turned into a horse race. The pSivida-Pfizer initiative using latanoprost is in a phase 1/2 trial. The Allergan initiative with bimatorpost (Lumigan) is in a phase 2 trial, and Icon Bioscience is about to begin its first human trial of a latanoprost-filled implant.

    All three of these initiatives have their own specific advantages. For pSivida and Pfizer, the edge comes from pSivida’s long experience in successfully developing sustained-release formats combined with Pfizer’s status as a deep-pocketed major drug company with the market-leading Xalatan.

    For Allergan, a major advantage is that the company already has a successful sustained-release platform in Ozurdex and can apply its experience with that sophisticated technology to other sustained-release initiatives. Allergan is doing just that in conducting a sustained-release phase 2 clinical trial of brimonodine as a treatment for dry AMD, according to Scott M. Whitcup, MD, chief scientific officer and executive vice president for R&D at Allergan.

    The shorter-acting Ozurdex implant may also be highly suitable for delivering anti-VEGF medications if Allergan chooses to take up that initiative, according to Shree K. Kurup, MD. director of research at the Wake Forest University Eye Center, Winston Salem, N.C. “You need different types of delivery systems for glaucoma and wet AMD,” Dr. Kurup says. “The Ozurdex platform could be very effective, as it could overwhelm the VEGF more quickly than a longer-duration format.

    HOW FAR AWAY?

    No one is saying that a sustained-release glaucoma or anti-VEGF implant is just around the corner. Dr. Ashton estimates FDA approvals for both indications are five to six years away, even using an already approved wet AMD or glaucoma drug.

    Mr. White of Icon Bioscience estimates approval could be about four years away for a sustained-release implant delivering a glaucoma medication for up to six months, but he believes any side effects would be no greater than those from eyedrops. Fewer side effects would be positive in terms of advancing the approval process.

    “I suspect that the FDA would require a 1,000-patient trial with significant follow-up to approve a breakthrough of this magnitude for a glaucoma medication, Dr. Ashton says. But he does think such a breakthrough is coming in the near future “because the truth is that patients do a horrible job of taking their drops.” OM

    Sentiment: Strong Buy

  • billygbillyg by billygbillyg Nov 20, 2014 8:33 PM Flag

    I know there are a lot of smart people on this board. Could someone please bring me up to speed on what is going on with Pfizer and Latanoprost. I haven't heard anything about in for quite awhile. Also what percentage of PSDV stock does Pfizer currently own.

    Sentiment: Strong Buy

  • Reply to

    For All Those That Don't Get It

    by mickmack50 Nov 18, 2014 11:10 PM
    billygbillyg billygbillyg Nov 20, 2014 7:22 PM Flag

    Mic, I don't know where you get all of the energy to make all of these great posts but I'm sure glad that you do. It reminds us long term investors of why we are in this stock and not to be dissuaded by the short term manipulations of the stock.

  • Reply to

    Nice move today...anybody here anything?

    by dreinherz21 Nov 20, 2014 2:32 PM
    billygbillyg billygbillyg Nov 20, 2014 6:58 PM Flag

    I didn't see any news today but I was glad to see the volume was back to almost normal at 279,836. I noticed a few days ago when the stock was down a few cents the volume was very low around 39,000. I was thinking wow we are going to be down for a long time if the interest is this low so it was a nice surprise to see the big move up today on good volume.

    Sentiment: Strong Buy

  • Reply to

    The Story Of Oncosil Is Biosilicon In PIII

    by mickmack50 Nov 12, 2014 9:16 AM
    billygbillyg billygbillyg Nov 13, 2014 8:41 PM Flag

    JD, here is some information for you about Tethadur:
    "pSivida’s BioSilicon technology system utilizes a fully-erodible, honeycomb structure of nano-porous silicon to provide sustained delivery of therapeutics. Tethadur™, an application of BioSilicon technology, is designed to provide sustained delivery of large biologic molecules, including peptides, proteins and antibodies. Tethadur uses BioSilicon, a powdery, fully bioerodible, nanostructured, porous silicon, designed to provide sustained delivery of therapeutics. The pores in the BioSilicon are manufactured to accommodate specific biologic molecules. A suspension of BioSilicon and a biologic drug in solution is injected – either in the eye in ophthalmic indications or subcutaneously for other systemic indications. The erosion of the BioSilicon is designed to release the biologic molecules on a sustained basis."

  • Reply to

    How Many Companies Can Deliver Biologics?

    by mickmack50 Nov 7, 2014 12:49 PM
    billygbillyg billygbillyg Nov 7, 2014 8:06 PM Flag

    Mick, I don't post a lot but I do read a lot of the posts here and I just wanted to thank you for all of your great posts which I have found to be very informative. It is discouraging today to see the price open at $3.88 and end up at $3.52 but I'm in PSDV for the long term for the many reasons that I outlined in y reply to Igonber below.

    Sentiment: Strong Buy

  • Reply to

    How Many Companies Can Deliver Biologics?

    by mickmack50 Nov 7, 2014 12:49 PM
    billygbillyg billygbillyg Nov 7, 2014 7:58 PM Flag

    I'm in the same boat as you and I sometimes question whether if I should have sold after approval. However I keep looking at these facts and it makes me want to stick it out for the long term:
    1. Market cap is a very low at around $100 million which is about half of ALIM's market cap
    2. They have no debt.
    3. Approx. $40 million in cash and a low cash burn rate of around $4 million per quarter.
    4. They have enough cash to fund operations into 2017 and by then should be getting significant royalty payments from ALIM.
    5. Also if Medidur is approved in the next couple of years it could have as big a market as Illuvien according to Smith on Stocks and it belongs 100% to PSDV.
    6. The wild card is of course Tedhadur and if it succeeds PSDV will have just hit one out of the park and there is no telling how high the stock could go.
    7. With no debt, plenty of cash, and a oncoming revenue stream from Illuvien, I don't see much downside risk with the current price around $3.50.
    8. I think if you are patient the rewards could be great vs. limited downside risk.
    9. Just my opinion but this stock should be trading at around $5 post Illuvien approval and I just can't sell this stock. In fact I sold some of my other stocks today to buy more at $3.55.

    Sentiment: Strong Buy

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