Hi me2. Just my opinion, but BCRX management is missing something. I give Bill Sheridan an A+, but in retrospect, I thought that OPUS2 was taking into account the fluctuations in blood level of the medicine, so that it would work. He has presented so many studies relating blood level to efficacy. So you would think they had the dosage down pat. What do I know? What an absolute shock! No, HAE is not dead, but Avoralstat is, IMO. As this board discussed last year, too many pills. This should never have proceded to phase 2.
"and you know how the market reacts after stoney talks...." Yeah, the memory of the price collapse after announcing great results for the 2nd gen HAE drug, followed by the revelation that rat/cancer studies had not begun for Avoralstat, still makes me shudder.
Please explain what the temporal relationship between expiration and the cc is? Are you saying that is deliberately scheduled?
pps is reflecting the d..n index. the way the price goes up in afterhours in spite of index induced malaise tells me that we will do very well to have info released asap
It did get near 7 yesterday until the falling IBB carried it down. It then struggled all day to get back to the day's starting point. So AH rise is very encouraging. There's some strength there. BTW, if BB hold is greater than 20%, does that have any SEC significance? Anybody?
There is no recruiting for any future trial using an injectable drug at Quotient, the company listed on the clinicaltrials.gov as the trial site. I've been looking for 2 or 3 months now and found no mention of a trial that could belong to Biocryst. However, there is an oral HAE drug phase 1 trial beginning soon.
what's your reference please. thx.
Do you mean the Accesswire bit about 5 potential Zika players? No awareness of 4430 which attacks viruses related of the type that is Zika. Very frustrating!!! BCRX is no help in getting some word out.
Dyax produced by virtue of that magic cc that drove their pps up into the high 20's. That came first. Then came the buyout. I somehow doubt that Stoney has the knack or desire to pull that off.
That may be, but Stoney should be held accountable for his Valentine's day promise. With Wall St, it's about believability. You can be punished on a small misstep, and I'm afraid Biocryst has had many along the way (like the 2 year cancer test on our HAE drug not yet begun.)
I asked Rob that this morning! Enough talk. We talk and DYAX produces the goods.
Yes, I'm #$%$.
I will divulge Rob's answer, if one is forthcoming - I asked if the HAE results will be out before Valentine's day, as promised.
The science is fantastic for 4430. Will Biocryst be successful is another question?
There you have it husky. The projections on phase 1 for 4430 from mgmt. that don't pan out anywhere near on time are wearing a little thin. This is only for really lethal diseases! Would a major drug maker put up with this?
"all we need is for someone at BCRX (withholding name) to get off his behind and announce the results which are 6 FRICKING months over due... "
which explains why the pps hovers around 7.
And, it will go lower if we hear nothing by Valentines day as promised.