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Avanir Pharmaceuticals, Inc. Message Board

chicodeoro11 24 posts  |  Last Activity: Mar 22, 2015 7:38 PM Member since: Jul 28, 2010
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  • chicodeoro11 chicodeoro11 Mar 22, 2015 7:38 PM Flag

    While I'm not a big Adam F. fan, I appreciate that he posted the link. It's a great listen.

    Sentiment: Strong Buy

  • Reply to

    My problem is the underwriters

    by brian.196610 Mar 18, 2015 6:41 PM
    chicodeoro11 chicodeoro11 Mar 18, 2015 8:06 PM Flag

    My problem is that they did not announce the number of shares or the pps. I suspect, and would hope, that this will be announced before the bell tomorrow morning. The bottom line is that the float for this stock is too small. So with the recent increase in pps, I think it is both good that the float will be increased and they will also increase their money in the bank. Who knows, they may even announce what they plan to do with the funds.

    Cheers,
    Chico

    Sentiment: Strong Buy

  • Reply to

    18.00 hmmmm

    by pipelight Mar 17, 2015 10:06 AM
    chicodeoro11 chicodeoro11 Mar 17, 2015 10:43 AM Flag

    18.29, nice and frothy. Like a green beer on St. Patrick's Day!

    Cheers,
    Chico

    Sentiment: Strong Buy

  • Reply to

    Comment on Warrants ($2.08)

    by griff_5454 Mar 13, 2015 11:08 PM
    chicodeoro11 chicodeoro11 Mar 14, 2015 2:54 AM Flag

    Hi griff, I appreciated your post and line of thought. However, don't get bogged down by thumbs or thumbs down.

    Sentiment: Strong Buy

  • Reply to

    To all longs:

    by jtl_bhc Mar 6, 2015 1:14 PM
    chicodeoro11 chicodeoro11 Mar 11, 2015 7:13 PM Flag

    Hi Pipelight, I posted this already, but the only real thought I have and it is pure speculation, is that Roche is located in Switzerland and CNCE has two patents on D-Mibefradil (Posicor). Posicor was extremely successful at launch in 1997 and after its first years it had 400,000 patients worldwide. It was pulled off the market because of adverse interactions with other drugs. Could be that Roche is interested in getting Mibefradil (Posicor) back on the market.in a deuterated form that would have no or less interactions.

    "Early in June 1998, Roche Laboratories, abruptly and voluntarily withdrew its novel T-channel blocker, Posicor (mibefradil), from the market. The drug, used to treat hypertension, was just a few days short of celebrating its first year of release.

    The withdrawal came after reports of dangerous and even fatal interactions with at least 25 other drugs, including common antibiotics, antihistamines, and cancer drugs. Posicor, which went onto the general market in August 1997 after its final approval in June of the same year, was being taken by almost 200 000 Americans and nearly double that number worldwide for both hypertension and angina. Its withdrawal was a logistical nightmare for many large cardiology practices faced with the need to notify patients that they would need to obtain a different prescription."

    Sentiment: Strong Buy

  • Reply to

    To all longs:

    by jtl_bhc Mar 6, 2015 1:14 PM
    chicodeoro11 chicodeoro11 Mar 11, 2015 2:59 PM Flag

    It's all related to the heavy water export. Wink Wink, Nod Nod.

    Sentiment: Strong Buy

  • chicodeoro11 by chicodeoro11 Mar 10, 2015 4:44 PM Flag

    Slight decrease in shares short, but significant increase in daily volume.

    2/27/2015 432,697 share short 155,344 avg daily volume
    2/13/2015 443,352 share short 59,711 avg daily volume

    Sentiment: Strong Buy

  • Reply to

    export license

    by beepeeess Mar 6, 2015 10:14 AM
    chicodeoro11 chicodeoro11 Mar 9, 2015 11:01 AM Flag

    Hi Pipelight, my point is that both Cambridge Isoptopes ("Cambridge Isotope Laboratories, Inc. is the world's leading producer of stable isotopes and stable isotope labeled compounds.") and Sigma Aldrich are in the D2O business. To my knowledge, CNCE is not in the D2O business, so why are they exporting 20 MT to switzerland??

    Sentiment: Strong Buy

  • Reply to

    export license

    by beepeeess Mar 6, 2015 10:14 AM
    chicodeoro11 chicodeoro11 Mar 9, 2015 12:21 AM Flag

    FYI
    "Early in June 1998, Roche Laboratories, abruptly and voluntarily withdrew its novel T-channel blocker, Posicor (mibefradil), from the market. The drug, used to treat hypertension, was just a few days short of celebrating its first year of release.

    The withdrawal came after reports of dangerous and even fatal interactions with at least 25 other drugs, including common antibiotics, antihistamines, and cancer drugs. Posicor, which went onto the general market in August 1997 after its final approval in June of the same year, was being taken by almost 200 000 Americans and nearly double that number worldwide for both hypertension and angina. Its withdrawal was a logistical nightmare for many large cardiology practices faced with the need to notify patients that they would need to obtain a different prescription."

  • Reply to

    export license

    by beepeeess Mar 6, 2015 10:14 AM
    chicodeoro11 chicodeoro11 Mar 8, 2015 11:50 PM Flag

    Could be Roche. Maybe trying to get Mibefradil (Posicor) back on the market.

  • Reply to

    export license

    by beepeeess Mar 6, 2015 10:14 AM
    chicodeoro11 chicodeoro11 Mar 8, 2015 11:18 PM Flag

    Searching online, you can buy 1 Kilogram of D20 for about $680-$7,000, depending on the purity (see below). There are 1000 kilograms in a metric ton, so for 20 metric tons, the cost would be 1.4M to 140M depending on the purity. Since you can buy from Cambridge Isotopes or Sigma Aldrich, why would you want to buy from Concert? Why would you want 20 metric tons?

    "The price of deuterium oxide (heavy water) varies immensely by purity. The best price i'm currently aware of for generally usable material comes from Cambridge Isotopes. They sell 1 liter (slightly more than 1kg) of material for 680USD. At that price, you'll get 99%-D, meaning that 99 out of 100 hydrogen atoms are deuteria, with 1 in 100 being hydrogen."

    For 995USD, also from Cambridge Isotopes, you can get 1kg of material at 99.96%-D.

    If you want material that's even more pure, Sigma Aldrich sells the best I can find. At 376USD per 50g bottle, you will spend 7520USD for 1kg of 99.994%-D deuterium oxide."

    Cheers,
    Chico

    Sentiment: Strong Buy

  • Reply to

    Deuterated Ivacaftor

    by onlyfactsplease Feb 27, 2015 7:45 AM
    chicodeoro11 chicodeoro11 Feb 27, 2015 10:50 AM Flag

    Probably because Vertex's patent does not describe a deuterated form of it's drug??

  • Reply to

    Will the Deuterated

    by boardwalk97 Feb 26, 2015 11:25 AM
    chicodeoro11 chicodeoro11 Feb 26, 2015 12:23 PM Flag

    Yes, it will extend patent, although it will probably be challenged just like Neudexta was. Otsuka could wind up buying CNCE, but they will have to outbid Celgene and/or GSK;)

    Cheers,
    Chico

    Sentiment: Strong Buy

  • Reply to

    Deuterated Otsuka Drugs

    by chicodeoro11 Feb 25, 2015 11:01 PM
    chicodeoro11 chicodeoro11 Feb 25, 2015 11:05 PM Flag

    Cilostazol is metabolized by CYP3A4 and CYP2C19, two isoenzymes of the cytochrome P450 system. Drugs that inhibit CYP3A4, such as itraconazole, erythromycin, ketoconazole, and diltiazem, are known to interact with cilostazol. The proton pump inhibitor omeprazole, a potent inhibitor of CYP2C19, increases exposure to the active metabolite of cilostazol.[2]
    A single report has been made of grapefruit juice possibly increasing the effects of cilostazol;[3] some drug information sources list this as a possible interaction.[4][5][6]

    I can't remember for sure, but i think grapefruit juice was also reported to inhibit the metabolism of DM. Anyway, hope this helps. The entire patent portfolio of CNCE can be found on their web page.

    Cheers,
    Jose

  • chicodeoro11 by chicodeoro11 Feb 25, 2015 11:01 PM Flag

    Other than Avanir's AVP-786, here are two more Otsuka Drugs:

    D-Dasatinib SPRYCEL
    No.8,338,425

    Dasatinib, previously known as BMS-354825, is a cancer drug produced by Bristol-Myers Squibb and sold under the trade name Sprycel. Dasatinib is an oral multi- BCR/Abl and Src family tyrosine kinase inhibitor approved for first line use in patients with chronic myelogenous leukemia (CML)[1] and Philadelphia chromosome-positive acute lymphoblastic leukemia (Ph+ ALL). It is being evaluated for use in numerous other cancers, including advanced prostate cancer.
    Beginning in 2010, Otsuka and Bristol-Myers Squibb will collaborate on two oncology assets SPRYCEL and IXEMPRA as follows:

    Otsuka will share in commercial expenses for the U.S., Europe and Japan and co-promote SPRYCEL with Bristol-Myers Squibb in the U.S., Japan and major EU markets.

    Otsuka will receive a collaboration fee from Bristol-Myers Squibb on aggregate annual net sales of SPRYCEL and IXEMPRA beginning in 2010 on a regressive tiering basis through 2020.

    D-Cilostazol PLETAL
    No. 8,349,817
    No. 8,357,674
    No. 8,765,723

    Cilostazol is a quinolinone-derivative medication used in the alleviation of the symptom of intermittent claudication in individuals with peripheral vascular disease. It is manufactured by Otsuka Pharmaceutical Co. under the trade name Pletal.
    Cilostazol is approved for the treatment of intermittent claudication. The typical dose is 100 mg twice a day. The effects may take as long as 3 months to be evident and has been shown to improve pain-free walking distance by 50%.
    Cilostazol is also frequently used off-label, at the same dose, for treatment of intracranial atherosclerosis and secondary stroke prevention [reference Stroke. 2005; 36: 782-786 Published online before print March 3, 2005,
    Cilostazol is metabolized by CYP3A4 and CYP2C19, two isoenzymes of the cytochrome P450 system. Drugs that inhibit CYP3A4, such as itraconazole, erythromycin, ketoconazole, and diltiazem, are known to interact

    Sentiment: Strong Buy

  • Reply to

    Institutional Ownership

    by chicodeoro11 Feb 19, 2015 11:27 PM
    chicodeoro11 chicodeoro11 Feb 25, 2015 7:40 PM Flag

    Whether FDA allows Otsuka to move forward with a phase 3 study with 786 in Agitation is huge for CNCE. Somebody posted here that CNCE has patents on other deuterated forms of Otsuka drugs. It that could be posted again it would A, save me the trouble of looking it up and B, help others with their investment thesis. If 786 moves forward with phase 3 in Agitation it could move Otsuka to consider other deuterated compounds/drugs in its portfolio and, who knows, eventually purchase CNCE. Of course, they would have to outbid Celgene;).

    Cheers,
    Chico

  • chicodeoro11 by chicodeoro11 Feb 19, 2015 11:27 PM Flag

    Institutional Ownership is up to 44.35%. This is a significant increase over last quarter. Looking forward to the 4Q conference call.

    Cheers,
    Chico

    Sentiment: Strong Buy

  • chicodeoro11 by chicodeoro11 Feb 19, 2015 12:28 PM Flag

    I almost posted yesterday that the one year chart looks like a nice cup and handle. I'm not a chart fan, but today's rise is consistent with a cup and handle. Then again, there is a very small float so any large interest is going to make the stock go significantly up.

    Sentiment: Strong Buy

  • Reply to

    CNCE - upgraded website, new presentation.

    by jtl_bhc Feb 6, 2015 5:05 PM
    chicodeoro11 chicodeoro11 Feb 10, 2015 4:24 PM Flag

    Thanks! Much appreciated.

    Cheers,
    Chico

  • Reply to

    CNCE - upgraded website, new presentation.

    by jtl_bhc Feb 6, 2015 5:05 PM
    chicodeoro11 chicodeoro11 Feb 9, 2015 2:46 PM Flag

    Hi Pipelight, what is the guessing you are referring to in regards to Celgene?

    Thx,
    Chico

    Sentiment: Strong Buy

AVNR
16.960.00(0.00%)Jan 12 4:00 PMEST