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Volcano Corporation (VOLC) Message Board

cash2go 75 posts  |  Last Activity: Apr 17, 2014 1:38 AM Member since: Feb 8, 2006
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  • cash2go cash2go Apr 17, 2014 1:38 AM Flag

    BIG Words from Ron Ellis, CEO Endocyte

    DS: I think most investors see Seattle Genetics (SGEN) and its antibody drug conjugates (ADC) as the closest analog to EC-145 and your small molecule drug conjugate (SMDC) technology. What makes your technology different?

    RE: The biggest difference is the size. SMDCs are 100-150 times smaller than an antibody. These small conjugates are able to penetrate solid tumors more effectively than large molecules. In preclinical studies, we see 20-30 fold improvement in drug concentration inside solid tumors with small molecule drug conjugates than large molecule drug conjugates. The small size also means faster excretion which helps to reduce toxicity. Finally, our linker technology is highly stable so we see very little free drug being released in the blood stream which can contribute to toxicity.

  • cash2go cash2go Apr 17, 2014 12:54 AM Flag

    I'm thinking Merck and everyone else will be more and more focused on the EC1456 tubulysin dosage trials underway. Suspect it is going to show much better potency than EC145 (Vintafolide), the side effect profile is the focus of the phase I trial underway. Good news and Merck will fully understand the implications for the pipeline.

    EC145 is the first drug up in the pipeline and is proving the SMDC targeted delivery and how it spares the patient of some of the horrible SE of chemotherapy. Note the vintafolide single arm in the phase II trial continued. Equal efficacy and a much better side effect profile would actually be reason enough to approve vintafolide over current therapy. Regardless, isn't this showing the potential potency and advantages of Endocyte's SMDC technology.

    The phase I EC1456 study evaluating the maximum tolerated doses and toxicities is a trial where the company will know results in an ongoing manner. Hope to hear some positive hints about this trial in coming conference calls.

  • Reply to

    Big Pharma paying Portola to get this drug approved

    by cash2go Apr 15, 2014 10:03 AM
    cash2go cash2go Apr 17, 2014 12:23 AM Flag

    BMS/Pfizer, J&J/Bayer and Daiichi - all have new blood thinners on the market that could see sells jump into billions yearly if there were an antidote available. Portola has the drug is running trials for each drug. FDA also badly wants an antidote on the market ASAP and has awarded "accelerated approval".

    Now that we have had a quick rip your face off Biothech selloff it's time to pick out the babes in the bathwater.

    I suspect by the end of summer you will have pay a much higher price than todays price for PTLA. No idea if this biotech nightmare ends soon. This is one of the few I'm going to be adding to my position on all pullbacks.

  • These are unique collaborations. We look at it as coalition for us to accelerate not only the development but the approval and commercialization of andexanet. These are collaborations where our colleagues from BMS/Pfizer, J&J/Bayer and Daiichi provide capital and funding for the development of andexanet.

    They provide us some insight and input as to the best way to study andexanet with their compounds, but we retain 100% commercialization rights and decision-making around the compound, so that makes it very, very unique, that we pursue the collaborations this way.

    These are designed to stay in effect for the development period, and then we'll make a determination in the future as to whether these collaborations continue through commercialization. But the good thing is, both andexanet and -- I'm not sure if I mentioned betrixaban -- both of those compounds, we can market them ourselves.

    (unmet need and accelerated approval designated by FDA)

  • cash2go cash2go Apr 14, 2014 1:08 AM Flag

    AACR
    SMDC, named EC1456, which is specifically targeted to folate receptor-expressing tumors and produces (((curative activity in 100 percent of animals treated)))) under conditions that do not cause appreciable toxicity.

    EC1456 is currently being evaluated in a Phase 1 trial in patients with advanced solid tumors

    ***A very important phase I trial for investors to watch. Good news and Merck will be buying Endocyte at a huge premium?

    ClinicalTrials.gov Identifier:
    NCT01999738
    This study is currently recruiting participants.
    Verified November 2013 by Endocyte

    Dec 12, 2013
    ENDOCYTE ENROLLS FIRST PATIENT IN PHASE 1 STUDY FOR THE SMALL MOLECULE DRUG CONJUGATE EC1456, A FOLATE-TARGETED TUBULYSIN CONJUGATE IN ADVANCED SOLID TUMORS

    If max dosage shows potency against tumors that may lead to "cures"...

  • cash2go cash2go Apr 12, 2014 3:15 AM Flag

    Another google worth reading
    Tumor Snipers
    After two headline successes, companies rush to develop “smart bomb” cancer drugs.

    By Megan Scudellari | November 1, 2012

    Conjugates of the future

    ...Merck is also putting its money behind another ADC outlier—using a small molecule in place of a bulky antibody, which could more successfully target dense, solid tumors. Indiana–based Endocyte has constructed a drug conjugate of a potent chemotherapy drug bound to folate, a water-soluble B vitamin. Because folate is required for cell division, rapidly dividing cells like cancer cells often overexpress folate receptors. Impressive data on Endocyte’s lead candidate, vintafolide, from a phase II trial for drug-resistant ovarian cancer caught Merck’s attention, and the pharma company has agreed to pay up to a staggering $1 billion to advance the compound against various types of cancer.

  • cash2go cash2go Apr 12, 2014 2:54 AM Flag

    Found Immunogen is trying their linker with folate targeting and seems to be having a lot of trouble simply getting through the dosage stage.
    First impression, Endocyte has a huge lead in this area and I'm guessing it's linker technology

  • How effective is the linker in releasing the drug into the diseased cell?

    VITAMIN RECEPTOR BINDING DRUG DELIVERY CONJUGATES
    United States Patent Application 20140058063 Kind Code: A1

    Lots of info if you google the above. Possible uses range from cancer, to parasites, viruses, bacteria, arthritis.

  • Reply to

    Page 14 of 10Q

    by cash2go Apr 2, 2014 1:15 AM
    cash2go cash2go Apr 9, 2014 11:45 PM Flag

    In 2013 1,964,694 shares converted at 0.218 resulting in $428 thousand to the company. Another 4,232,508 to go.

    Any new financing will be very interesting (if) they could get converts out of the way of investors. Financing likely to be unfriendly to current shareholders?

  • Reply to

    Page 14 of 10Q

    by cash2go Apr 2, 2014 1:15 AM
    cash2go cash2go Apr 7, 2014 10:10 AM Flag

    Somebody negotiated the Series A with a 0.28 conversion rate. Small companies can make some really stupid mistakes when it comes to desperation financing. Throw in the HUGE contract (huge for TPCS) discussed on CC that is losing millions yearly....

    I'm guessing the string of good news on Mevion and GTAT are overwhelmed and more toxic financing is the only answer to be expected in refinancing.

    GLTA

  • Merck is probably more interested in the next generation folate receptor target drug than it is in the first generation SMDC now being tested in ovarian and NSCLC. Just look at the early review of the next generation SMDC:

    "For the first time we are disclosing the preclinical data for Endocyte's folate-targeted tubulysin SMDC, named EC1456, which is specifically targeted to folate receptor-expressing tumors and produces curative activity in 100 percent of animals treated under conditions that do not cause appreciable toxicity. EC1456 was further confirmed to be highly active against folate receptor-positive tumors resistant to vintafolide, paclitaxel and cisplatin. EC1456 is currently being evaluated in a Phase 1 trial in patients with advanced solid tumors along with etarfolatide, which is Endocyte's companion imaging agent for anatomically assessing tumor-associated folate receptor expression in real time

    ***** CURE

    Endocyte wanted fast cash, $100zm in the bank via new stock to ward off a too aggressive Merck. As the EC-1456 phase one trial has huge potential to be a very important drug. (Just my guess)

  • Reply to

    Not the time to buy here boys an girls

    by i_nevernever_lose Apr 3, 2014 10:08 PM
    cash2go cash2go Apr 4, 2014 1:43 AM Flag

    Biotechs in general, A few of the buyouts have not produced sales expected. Wall Street pumps the good, the bad and the ugly.
    Look at the market cap of PCRX. Talk to doctors who have tried it and the sales figures that give you and idea of what sales figures will ever look like. Disillusioned biotech investors are throwing out the good the bad and the ugly. Looking for babies in that bathwater and hope to make some long term investments. A quick bounce that would hold their prices is not what I'm expecting, yet. Gonna have to think long term and hold on to those babies in the bathwater.
    Anyone have any idea what would signal a real bottom in this sector?

  • Reply to

    Page 14 of 10Q

    by cash2go Apr 2, 2014 1:15 AM
    cash2go cash2go Apr 3, 2014 1:54 AM Flag

    December 31, 2009, each share of Series A Convertible Preferred Stock was convertible into 1.3072 shares

    December 31, 2013 5,532,735 common shares, respectively, underlying the Series A Convertible Preferred Stock.

    The converts must be playing hell with the refi effort.

  • Reply to

    Page 14 of 10Q

    by cash2go Apr 2, 2014 1:15 AM
    cash2go cash2go Apr 2, 2014 1:17 AM Flag

    If alternative new financing includes dilution....

    GLTA

  • at December 31, 2009, each share of Series A Convertible Preferred Stock was convertible into 1.3072 shares of common stock, with an effective conversion price of $0.218. Based on the current conversion ratio, as of December 31, 2013 and March 31, 2013, there were 5,532,735 and 7,232,735 common shares, respectively, underlying the Series A Convertible Preferred Stock.

    ((conversion price of $0.218))

    During the nine months ended December 31, 2013 and fiscal 2013, there were 1,300,490 and 1,502,984 shares of Series A Convertible Preferred Stock converted into 1,700,000 and 1,964,694 shares of common stock. At December 31, 2013 and March 31, 2013, we had 4,232,508 and 5,532,998 shares, respectively, of Series A Convertible Preferred Stock outstanding.

  • Looks like the demand from the customer side is aligning for a strong 2015 as management has been saying. The terms will only get better if TechPrecision can bridge financing until a later date?

    GLTA, I'm guessing wildly as we seem to be passing the most recent deadline.

  • Reply to

    Read the Siga and PIP transcripts

    by cash2go Mar 28, 2014 3:43 PM
    cash2go cash2go Mar 28, 2014 3:44 PM Flag

    lassa...

  • Reply to

    Read the Siga and PIP transcripts

    by cash2go Mar 28, 2014 3:43 PM
    cash2go cash2go Mar 28, 2014 3:43 PM Flag

    should be lasso fever...

  • Siga is slashing staff and trying to partner ongoing programs like lasso fever.

    PharmAthene is anxiously awaiting final rulings from Delaware. The CC explained the Sparvax trial hold was due to the fact that the FDA wanted new batches of Sparvax to be used in further trials. Also said that trials for Sparvax are looking good.

    GLTA, added at 1.81 & hope for lower entries.

  • Reply to

    USEG is seeing huge growth in cash flow from Buda

    by cash2go Mar 27, 2014 2:12 PM
    cash2go cash2go Mar 27, 2014 4:11 PM Flag

    I'm guessing there are parties that would like to shake out momo type traders and pick up as many shares as possible at lower prices. The shady way to do it is aim right at the small guys and try to spook momo sellers to start a panic selling by real investors. Hope all invetors take a second look at the known buda data. GLTA

    Again, Wall Street?

VOLC
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