The presenters were sharp and seemed excited. Man this company has some irons in the fire. $12B market for vitamin D, not to shabby. The natures appetite suppression sounded interesting. Special having two benefits diet and Diabetes. Anyone else getting the feeling that we could be talking about a company one day having $50B in revenues? The TSRO drug met primary and secondary endpoints. NDA filing in the next couple months. Ph2 data from the HGH trial should be released in the next two weeks. Overall this was one of the best presentations. Kind of glad that Frost is delegating.
Sentiment: Strong Buy
The value is based on future revenues. They have something like $30B in potential annual revenues. Even if they only get $3B of it, this is way under valued.
The pipeline looks stronger than ever. The key for a good buyout number is the number of good drugs in the pipeline. FROSTing on the cake. Today was an excellent Ph 2 presentation. Exactly what you want to hear about a drug in ph2. This news today wasn't for us, it was designed to update big pharma where we are. I'm sure Frost is thinking $50B and to get it, you have to show the hidden gems. I like this part, every patient GREW. Three doses and everyone showed improvement. Children and parents get tired of a daily dosing. The phase two exceeded their expectations. Big pharma get ready to pay up for this one.
I asked them when will they put out something about timeline, TEVA and preclinical info updates. Hope to hear back from them. They took us over, I would like to see their plans. I suggest some other write and ask some questions. If they don't hear from us they forget about us. I know in the past they got e-mails and updated. We are getting close to a trial, I feel they can open up a little. At least announce if they will be submitting a abstract somewhere. Maybe they have to wait to see if they are accepted? To early for us to dig around for the September meetings.
Just my two cents. I understand the real stuff starts once they enter the clinics. But a little transparency is always welcome.
Apparently younger men are getting Prostate cancer and doctors don't know why this age group is seeing a rise in this cancer. Here is an article, this could mean additional revenues on these tests. Won't let me copy and paste article.
They crushed the numbers this morning. Projecting .41-.51 EPS for the year. COCP owns 1.2M shares. trading just under $8 on Friday. Every little bit helps.
Interesting that they have teams in both these countries. With 4 employees, who do you think they mean by teams? New word they started to throw around MOU. This company has a new term every week. I'm not selling, but will probably regret that decision. This is the strangest stock ever. One good thing about it, is the pumpers had their wings clipped and AF was 100% right about you. The hype now is that liver trial will get them a deal in China. This a ph1 trial...really? When is the next conference?
Did anyone notice how they ignored the comment about money from the lawsuit that insiders lost.
They are trying to raise as much doubt as they can. Shorts are taking cover. Hold your shares. The shorts desperately want cheap shares. Don't be foolish enough to hand yours over.
It appears one nut job is taking the time everyday to thumb down posts. You can see that it's one person, because the exact number of thumbs down, are the same value. Usually 15, but lately 12. So one ID here is spending all day switching ID's and then having the intellect to thumb down posts. Stay in school or this is how you have to make a living. His parents must be so proud.
I don't follow everything that close on NEPH. I have 20 other investments that seem to actually moving forward. Since you live and breath each detail here oosetrain, how has knowing everything internally benefited you? When this company gets serious and lands something significant, then I will bone up on it. Till then, it's not important.
I would hold back some of this B_g. ASCO could be a big surprise. Insiders didn't buy because of BTD, They must of seen something important in the data. You have won here so far, but my spidey senses say, ASCO could turn things around. All that needs to happen is one analyst see something in the data presented here.
My guess, a partnership comes out of ASCO. Data could seal that deal. I look back to the last ECO remarks, they pointed at combination. Combination is where this fits.
Could be the best time to unveil data on what they have discovered preclinical. It seems that they have mapped out the first three compounds What I like best about this science, first plenty of patients to fill trials. Second, results for a ph1 only 6 months. With the MERS scare going on, maybe acceleration could develop, depending how epidemic this becomes. Do we see the $37.5M from TEVA? Would like to see MSLC get bought out. That could double our valuation on the 1.2m shares.