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Assured Guaranty Ltd. Message Board

bocamp1 380 posts  |  Last Activity: 6 hours ago Member since: Oct 13, 1998
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  • Reply to

    ReGenTree Finally Posted News Link on Trial

    by colorton04 May 9, 2016 6:05 PM
    bocamp1 bocamp1 May 9, 2016 6:15 PM Flag

    A little late there, bud.

  • bocamp1 bocamp1 May 9, 2016 5:10 PM Flag

    Was it an overseas package? Get the lawyers.

  • Reply to

    Trading

    by bocamp1 May 9, 2016 2:13 PM
    bocamp1 bocamp1 May 9, 2016 4:35 PM Flag

    Understandable. But there is no speculation that nite bought over 200k shares today. That is a fact. They started with size at .515 and had to go all the way up to .55 at the end of the day to get their shares.

  • Reply to

    Trading

    by bocamp1 May 9, 2016 2:13 PM
    bocamp1 bocamp1 May 9, 2016 4:08 PM Flag

    That is a very impressive day. Stock closes up on the HOD, higher than the opeing tick and well off the 45 cent low, with volume. And all a day after "bad" data.
    If Novartis is going to do something, they will do it soon. All parties motivated; Novartis needs to compete with Shire and Agn, Gtree has said they want to sell, and rgrx SHOULD know that they need cash and this is the best of some very bad alternatives.
    If "scientists" on the board can parse the data to find some very good results compared to the competition, you know that Big Pharma can find that and more.
    Lets see what korea does.............

  • bocamp1 by bocamp1 May 9, 2016 2:13 PM Flag

    Some serious buying on this dip. Over 100k on bid at .52 now after at least 100k bought at .515. If this thing can turn positive we may see a big day in Gtree. Somebody is reading through the details of the trial and seeing much more than endpoints.

  • Reply to

    No rodman note yet?

    by snogreen May 9, 2016 10:00 AM
    bocamp1 bocamp1 May 9, 2016 12:16 PM Flag

    Sno, there is no past finance event that implies a big dilutive event. The worst deal they ever did here was with Lincoln, and that is off the table. Its only been 1 day since press release, and you are pushing the panic button; classic sno.
    If finance becomes a problem, rgrx will have to push for that JV sale.
    And you wont see any deal using rodman till you get a very bullish report on results.

    Right now, buyer at .515 on the bid for a 1000, has bought over 100k shares. He may back off, or not, but good action there.

  • bocamp1 bocamp1 May 9, 2016 11:00 AM Flag

    Sorry, that should read the MAY 10's. Even more evidence of an earnings play

  • bocamp1 bocamp1 May 9, 2016 10:50 AM Flag

    One 10,000 contract tick done on the offer of .65 for the june 10 calls. Maybe looking for another run after earnings like last time.

  • Reply to

    testing 40 cents now

    by fl29geezer May 9, 2016 10:30 AM
    bocamp1 bocamp1 May 9, 2016 10:46 AM Flag

    Maybe get those eyes checked geezer. Havent come close to testing that today. Lots of buyers on the dip so far.

  • Reply to

    Inferior Corneal Staining & Dosing

    by bocamp1 May 9, 2016 9:13 AM
    bocamp1 bocamp1 May 9, 2016 9:22 AM Flag

    I think Novartis will make a bid for the JV shortly. Korean are motivated and they have said May is the time. And we have seen 2 other deals on similar data from similar drugs in dry eye by Big pharma after results. But, JJ has last right of refusal. Will he accept? What is Sigma Tau thinking?

  • This stat below from the trial is pretty amazing. No drug has been about to get to this region in such a short amount of time. And last trial for RGRX with 2 drops we missed this one totally. But, this result shows that 4 drops did really improve results. Novartis can easily work with the FDA to find new approvable endpoints(just like agn and shire)

    Additionally, a change from baseline analysis (Day 28 minus Day 0) demonstrated a statistically significant improvement in inferior corneal staining for the 0.1% RGN-259 treatment arm when compared to placebo (p=0.003). This finding was also observed at Day 14 compared to placebo (p=0.035). These data suggest that RGN-259 has a fast-acting treatment effect on a dry eye sign after 14 and 28 days of dosing.

  • bocamp1 by bocamp1 May 9, 2016 8:59 AM Flag

    The fridays PR was finally just posted on the JV site this morning. Also looks like it just hit the Korean Gtree site,

  • bocamp1 bocamp1 May 9, 2016 8:46 AM Flag

    Great, looks like we know where the boys at management will be spending their summer vacation; of course on the shareholders dime once again.

  • Nobody thinks this overpaid bunch of managment Bums will do anything. When will management be held accountable? Years and years of lies, failed strategies, and incoherent conference calls.

    Castle and Leiberman stole millions from shareholders. What happened to our cash balance. Its in the pockets of those 2.

  • bocamp1 bocamp1 May 8, 2016 4:11 PM Flag

    Yes, tonight should be interesting. GTree has held up very well and it may be that korean investors will view the news differently then US investors in rgrx. If they can really claify and present more info, it may be more than helpful. Of course, any mention of talks with Novartis coming to a head might cause a completely opposite reaction to what we saw here.
    It really serves RGRX interest to have the JV sold. They have little cash to play with. And considering that both Tavilermide and Lifitegrast were sold to big Pharma after questionable p2/3 results, it would follow a pattern. There is no doubt that Big Pharma has the connections, money, and experience with the FDA to get all of these drugs(TB4 included) approved.

  • bocamp1 bocamp1 May 8, 2016 1:45 PM Flag

    As i said before, rgrx has had no Ae's the we know of, and they show dose appropriate responses going from .05% to .1%. So, increase dose is much needed. Its amazing we have done trials for the eye and STILL do not know the upper limits of dosing. TB4 has always proven to be a very safe compound. They should have at least animal models that give an idea of where the limits are. How about erring on the upside.??
    I have been involved in dozens of trials results over the years and never have read a more convoluted PR on trial results. Then, if you compare to how other drugs for the same indication score, it become obvious that whoever has the best statistician wins the game; just nonsense.
    The good news is a more complete explanation, very soon, could really clear up many of these issues. The week screams for more communication from management. RGRX does not have the luxury of standing still and letting the Koreans run with the ball. I dont know why there was no statement from JJ in the trial result PR. How can that even be? If there are problems with Koreans: in terms of timing of PR, SHARING DATA, trial protocals, interpreting trial results, what endpoints matter, importance of CAE.........JJ needs to make it clear that he will make statements when he sees fit and those statements will have the company(RGRX) as first prioity. Not the JV or Gtree.
    We should find out this week if rgrx controls its own destiny.

  • bocamp1 bocamp1 May 7, 2016 5:54 PM Flag

    Thanks for the work Good to have another poster who is research driven. Welcome aboard.

  • Reply to

    We just WON next trial!

    by snogreen May 7, 2016 1:36 PM
    bocamp1 bocamp1 May 7, 2016 3:23 PM Flag

    There are so many questions left unanswered here. Does the FDA require CAE? If not, we pass easily. What were the side effects(they say none but need more detail) in the ,05% vs the .1% groups. There was a dose appropriate response which indicates TB4 could be used at a much higher dose. Has rgrx's mistake all along in the many trials (all with no AE's) not using TB4 at a much more efficacious, higher dosage; an obvious mistake it seems.
    Notice in press release; we had comments from Ousler of Ora, Ciolino of harvard medical, and Yang of ReGenTree...........None by JJ............do the math.

  • Reply to

    We just WON next trial!

    by snogreen May 7, 2016 1:36 PM
    bocamp1 bocamp1 May 7, 2016 3:07 PM Flag

    Sno, why dont you e mail JJ. He answered 5 on my e mails on friday in a timing fashion in what had to be a very busy day. And he addressed every concern I had. Our trials have much more data to present. It makes sense to release these results as they only apply to endpoints and the CAE effect. Why bury good data on OSDI(has not been released yet) and eye pressure in that convoluted Press release. Its much better to have these as seperate news items in the very near term.
    I am sure Novartis is getting ALL the data and the only real response that counts is theirs.....RGRX drama continues.

  • bocamp1 bocamp1 May 6, 2016 7:46 PM Flag

    Well Donk, price action speaks for itself. If this were a binary event, we would be at a dime now, not 50+ cents on trial results. Good call on that one and I gladly stand corrected. I guess some see still much potential in Dry eye, severe dry eye, upcoming NK and all the rest of the IP.
    There is lots more data to be released on this trial. I believe JJ will be offering more info and communicating with shareholders much more in the near future.
    If Gtree could release another PR with a reference to Novartis again, recent highs could come back very quickly.

AGO
25.37+0.70(+2.84%)Jun 30 4:05 PMEDT