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Cempra, Inc. Message Board

billygbillyg 25 posts  |  Last Activity: Feb 21, 2015 6:21 PM Member since: Jul 9, 1998
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  • 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".

  • 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

    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.

  • 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.

  • 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

  • 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

  • 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

  • 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

    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

  • 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

    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

  • 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 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'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

  • 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

  • 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

  • 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

  • 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 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 12:23 PM Flag

    You can send to my gmail account wag12wag12

    Sentiment: Strong Buy

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