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Cempra, Inc. Message Board

billygbillyg 19 posts  |  Last Activity: Mar 5, 2015 2:23 AM Member since: Jul 9, 1998
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  • billygbillyg by billygbillyg Mar 5, 2015 2:23 AM Flag

    3/4/2015 two more hospitals, one in L.A. and another in Hartford
    Connecticut, reported patients had become infected with CRE. 4 were infected and
    67 at risk at Cedars-Sinai Medical Center in L.A. and another 5 infected and
    280 at risk in Hartford Connecticut.

    3/4/2015 A duodenoscope was also responsible for CRE infections at Wisconsin hospitals in 2013 but was
    not reported. Jennifer Miller, a communications specialist with
    Wisconsin's state health department, said the state did not notify the
    FDA or the Centers for Disease Control and Prevention about the
    outbreak or that the scopes appeared to be the source of those
    infections because it isn't required to do so.

    3/4/2015 Another story says that the duodenoscopes that caused the CRE
    infections at the UCLA Medical Center and were sold by Olympus were
    modified and sold without notifying the FDA 90 days prior as required
    by law.
    Rep. Ted Lieu, a newly elected Democratic congressman who represents
    part of Los Angeles, said Wednesday he's considering legislation that
    would require states to report superbug outbreaks and medical device
    failures to certain federal agencies

    Sentiment: Buy

  • BMY's Opdivio today gained quick expanded approval to treat patients with squamous non-small cell lung cancer no longer responsive to chemotherapy only one week after being accepted. This should be good news for AGEN as it is also developing checkpoint inhibitors.

    Sentiment: Buy

  • Reply to

    Should or Could Novartis Buy Array?

    by billygbillyg Feb 18, 2015 6:36 PM
    billygbillyg billygbillyg Feb 21, 2015 6:21 PM Flag

    I tend to agree with you it looks like 2016 is setting up to be a big year for ARRY if everything falls into place. See my reply to donsjoe3 above. I've been reluctant to add more ARRY since I first boughtt in at 4.48 but after reading through the last earnings report I think it still has room to run and 2016 could be a break out year for the stock so I'm planning on adding some more on Monday as my present position is quite small only 300 shares.

    Sentiment: Buy

  • Reply to

    Should or Could Novartis Buy Array?

    by billygbillyg Feb 18, 2015 6:36 PM
    billygbillyg billygbillyg Feb 21, 2015 6:15 PM Flag

    Unfortunately I only bought small positions in ARRY and CRIS. I thought I'd only take small positions in these two stocks because they seemed the riskiest at the time. As it turns out they have been my best performers with ARRY a double and CRIS a triple. I'm thinking of adding more ARRY on Monday. I've been reading over the last earnings report and if AstraZeneca gets approval this year for selumetinib it looks like 2016 could be a huge year for ARRY with revenue to start coming in from AstraZeneca and the possibility of ARRY fillings for two drug approvals. Also top line results from the pivotal trial in KRAS lung cancer are expected in mid-2016. So I'm thinking now might be a good time to add more as 2016 could be a break out year for ARRY

    Sentiment: Buy

  • Reply to

    So, Are We Waiting For Partners?

    by mickmack50 Feb 11, 2015 8:29 PM
    billygbillyg billygbillyg Feb 19, 2015 5:26 PM Flag

    Mick, Glad to see you are still keeping busy on the PSDV message board and that we are finally getting some upward price movement in PSDV stock. I've still got my core position but I've been spending a lot of time on the AKAO board as that is another stock that I like and PSDV and AKAO are now my two largest positions. It's been a good day for AKAO as it was up a lot due to the reported CRE outbreak at the UCLA Medical Center yesterday after the stock market was closed, Anyway I'm expecting big things in the future from both AKAO and PSDV and plan to keep core positions in both stocks. I would like to add more PSDV if it drops close to $4 and AKAO if it drops close to $11.
    Good luck

    Sentiment: Hold

  • Reply to

    Can you spell

    by yabadabadoski Feb 17, 2015 5:20 PM
    billygbillyg billygbillyg Feb 19, 2015 12:59 PM Flag

    I agree I did buy a very small position in CFRX just to keep long term. I've been keeping a core position in AKAO and also added some more at 11.11 to trade and I was able to sell those shares today at 11.72

  • Reply to

    Can you spell

    by yabadabadoski Feb 17, 2015 5:20 PM
    billygbillyg billygbillyg Feb 19, 2015 12:30 PM Flag

    You can email me at my gmail account wag12wag12

    Sentiment: Strong Buy

  • Reply to

    Billygbillyg

    by siamesekitty711 Feb 19, 2015 11:21 AM
    billygbillyg billygbillyg Feb 19, 2015 12:23 PM Flag

    You can send to my gmail account wag12wag12

    Sentiment: Strong Buy

  • billygbillyg by billygbillyg Feb 19, 2015 12:13 PM Flag

    I tried to post this message yesterday but Yahoo kept deleting it so I'll give it one more try today. I'll have to give credit to Kitty for alerting me to this story yesterday. I found that the website HEAVY had a very good story about CRE. Google: HEAVY CRE UCLA medical Center and look for the link from HEAVY.

    Sentiment: Strong Buy

  • Reply to

    Billygbillyg

    by siamesekitty711 Feb 19, 2015 11:21 AM
    billygbillyg billygbillyg Feb 19, 2015 12:03 PM Flag

    You can email me at wag12wag12@gmail.com
    Thanks for the heads up about the CRE outbreak at the UCLA Medical Center yesterday.
    I tried to post a message here about it buy Yahoo kept deleting it so I finally gave up.

    Sentiment: Strong Buy

  • billygbillyg by billygbillyg Feb 19, 2015 3:45 AM Flag

    I'll give credit to Kitty for alerting me to this story first. I found the best information on the story at the HEAVY website. Just Google: Heavy CRE UCLA Medical Center for the link. CRE kills two, infects seven, and over 100 exposed at the UCLA Medical Center. The UCLA outbreak was caused by a specialized duodenoscope inserted down a patient’s throat.

    Sentiment: Strong Buy

  • billygbillyg by billygbillyg Feb 19, 2015 3:43 AM Flag

    I'll give credit to Kitty for alerting me to this story first. I found the best information on the story at the HEAVY website. Just Google: Heavy CRE UCLA Medical Center for the link. CRE kills two, infects seven, and over 100 exposed at the UCLA Medical Center. The UCLA outbreak was caused by a specialized duodenoscope inserted down a patient’s throat.

    Sentiment: Strong Buy

  • I'll give credit to Kitty for alerting me to this story first. I found the best coverage of the story at the website HEAVY. Just Google: heavy com CRE UCLA for the link.
    CRE infects seven, kills two, and over 100 patients may have been exposed at the UCLA Medical Center.
    The UCLA outbreak was caused by a specialized duodenoscope inserted down a patient’s throat.

    Sentiment: Strong Buy

  • I'll give credit to Kitty for alerting me to this story first. I found that heavy.com had the most complete information on this story so for more information Google heavy.com UCLA CRE
    CRE has infected seven patients two of which have died. More than 100 patients may have been exposed. The UCLA outbreak was caused by a specialized duodenoscope inserted down a patient’s throat

    Sentiment: Strong Buy

  • Reply to

    Can you spell

    by yabadabadoski Feb 17, 2015 5:20 PM
    billygbillyg billygbillyg Feb 19, 2015 1:16 AM Flag

    Kitty have you looked at CFRX it is also in early stages but article at SA suggests it might interesting for a small long term investment. Looking forward to finding out what company you thought could be an easy double. I also had bought CEMP at $9 but sold it too early at $23. I ended up keeping TRSX until the buyout by CBST but didn't make much because of the low buyout price. So looking for a similar stock I ended up here with AKAO.

  • I'm a new owner of ARRY; I just bought last Jan 6th. I've been reading through the last earnings call transcript and it sounds to me like ARRY is coming out way ahead with their deal with Novartis. If I have this right Novartis is going to return two drugs and $85M and continue to pay part of the development costs. This doesn't sound like a good deal for Novartis. I understand they are required to do this because of a deal they made with GSK. My question is couldn't Novartis just buy ARRY instead and wouldn't this make more sense then returning these drugs or is there something in their deal with GSK that would prevent them buying ARRY?

    Sentiment: Strong Buy

  • Reply to

    Can you spell

    by yabadabadoski Feb 17, 2015 5:20 PM
    billygbillyg billygbillyg Feb 18, 2015 1:34 PM Flag

    Interesting article at Forbes on Teixobactin but it is very early stage and at least 5 to 10 years away from market and only targets Gram-positive bacteria. I like AKAO because it targets Gram-negative bacteria in which there are fewer available antibiotics available for treatment and considered a bigger threat. The CDC says Gram-negative bacteria are resistant to multiple drugs and are increasingly resistant to most available antibiotics. These bacteria have built-in abilities to find new ways to be resistant and can pass along genetic materials that allow other bacteria to become drug-resistant as well

    Sentiment: Strong Buy

  • Reply to

    Possible add to position

    by tfissber Jan 29, 2015 3:53 PM
    billygbillyg billygbillyg Feb 13, 2015 8:42 PM Flag

    I also bought more today and it is my largest position. I've watched this stock go down to near 11 and bounce back above 11.50 too many times now.

    Sentiment: Strong Buy

  • Reply to

    I like this sector right now.

    by jbkenser Jan 28, 2015 12:19 PM
    billygbillyg billygbillyg Feb 6, 2015 1:00 PM Flag

    Thanks for the heads up on CFRX; I'd never heard of it before. After reading the latest article at SA on it, I decided to take a small position for a long term investment. The preclinical animal data comparing CF-401 to Tamiflu was very impressive.

    Sentiment: Buy

CEMP
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