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Cytokinetics, Incorporated Message Board

daweasl652 52 posts  |  Last Activity: 13 hours ago Member since: Apr 21, 2002
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  • daweasl652 daweasl652 13 hours ago Flag

    Definitely a Mrns topline data p.r. before the conference. No later than pre-market jun 8.

  • daweasl652 daweasl652 14 hours ago Flag

    "... Trial presentation in June, that may be when we get answers" - wrote that feb., Mrns not getting data this month. The results have been in hand (Kooy and co.) since Jan.

    Witholding results from Mrns for the past 6 months,--- only one way for 'them' to make it right. An announcement that the FDA has agreed to breakthrough therapy, accelerated approval, an open label extension trial and compassionate use for patients. I want it all.

  • Reply to

    Biomarkers for Fragile X Syndrome

    by techsmeck Apr 18, 2016 5:46 PM
    daweasl652 daweasl652 Apr 28, 2016 11:18 PM Flag

    - A contrarian is a person who takes up a contrary position, especially a position that is opposed to that of the majority, regardless of how unpopular it may be ..."
    ______________

    1) Biomarkers are use to develop therapies. If ganax trended towards efficacy, there would be no need for the biomarker project.

    2) No mention of an open label extension study. In double blind trials, when there is an obvious improvement, those patients are then given the choice to receive the drug via 'open label'.


    3) "Allopregnanolone is a natural substance, ganax is a derivative of Allo. It's possible they detected an improvement using ganax, but would like to see if Allo can be more effective. I can't get past moving on to Allo if ganax was showing efficacy." my post - 2/15/16

    Dr. Hagerman made a professional decision. She could not walk away from the gabaA agonists without at least trying both compounds.

    I believe ganax will show favorable activity in FX but a primary endpoint miss in June will be a sell down/buying opportunity.

    (ps: I've never wanted to be more wrong)

  • Reply to

    And just like that, whoosh!

    by jrdelane Apr 27, 2016 11:29 AM
    daweasl652 daweasl652 Apr 27, 2016 5:56 PM Flag

    "It may take a week, a month, a year (seriously) but 'the gap always fills' has a truth to it. Close of 5.62, open 6.05... wow. My guess, within a month" 4/20 - - One week ??? jeeze, that was quick. Next up, double digits. Glta.

  • Reply to

    Unbelievable

    by nytonc1979 Apr 26, 2016 3:46 PM
    daweasl652 daweasl652 Apr 26, 2016 10:35 PM Flag

    Held for two years, sold last Nov. ($3.40), largest bio loss all time : ( . Thanks to an abstract posted by "guti" last Jan, my doubts about the science were confirmed.

    " . . .the therapeutic effect of IL-12 produced within the tumor microenvironment could NOT BE mimicked with high doses of EXOGENOUSLY provided IL-12 . ... . "

  • Reply to

    Volatility

    by moneygamer Apr 19, 2016 2:41 PM
    daweasl652 daweasl652 Apr 21, 2016 9:16 PM Flag

    Sage over 1B market cap. ($40/sh.) Imo, Mrns one of the most undervalued stock in bios. We could easily hold a 200M market cap. ($10) - Quick backfill followed by double digits (?) I'll take it.

  • Reply to

    Volatility

    by moneygamer Apr 19, 2016 2:41 PM
    daweasl652 daweasl652 Apr 20, 2016 10:36 PM Flag

    ok, loser can't post for 5 trading days, .... for me, not so bad (ha)

  • Reply to

    Volatility

    by moneygamer Apr 19, 2016 2:41 PM
    daweasl652 daweasl652 Apr 20, 2016 7:52 PM Flag

    It may take a week, a month, a year (seriously) but 'the gap,always fills' has a truth to it. Close of 5.62, open 6.05... wow. My guess, within a month : (

  • Reply to

    Fragile X

    by techsmeck Apr 17, 2016 2:22 AM
    daweasl652 daweasl652 Apr 17, 2016 10:24 AM Flag

    ranger, along the same line of thinking ... Dr. Hagerman may have seen an obvious improvement and wanted to bring the trial to an end. Belgium was needed to quickly move into 'fully enrolled' status. ..... ps- not skeptical, Hopeful. Gltu

  • Reply to

    FDA grants Ganaxolone Orphan status April 3rd

    by biotrader922 Apr 11, 2016 7:31 PM
    daweasl652 daweasl652 Apr 12, 2016 8:45 AM Flag

    'turning lemons into lemonade' : )

    Coincidentally, AF wrote an article just this morning about the insignificance of announcing an FDA orphan drug designation. Good read. Looking at the Mrns pr's of last year, they held the high road, no announcement of FDA decision. (bio,I missed the 15' also)

  • Reply to

    Goldman Sachs

    by prospern23 Apr 4, 2016 8:57 PM
    daweasl652 daweasl652 Apr 10, 2016 12:01 AM Flag

    Institutional ownership a paltry 14%. Today's science is not ready to develop a 'vaccine' against cancerous cells. Sitting on a bio longshot, Gltu.

  • Reply to

    mrns vs sage

    by greenguy3x Apr 7, 2016 9:00 AM
    daweasl652 daweasl652 Apr 7, 2016 8:18 PM Flag

    `A spade is a spade.

    " .. in some settings ganaxolone appeared inferior to SAGE-547 (and both drugs were inferior to SAGE-217)." - That would be the oral neurosteriod.

    " ... Sage is significantly de-risked based on its early clinical data in SRSE and a high likelihood of success ........ Marinus, on the other hand, is a high risk bet with a lower likelihood of success but the company has a lot of catalysts in the coming year . .... "

    Here for the potential high percentage return, the catalyst being low price/ high risk.

  • Reply to

    mrns vs sage

    by greenguy3x Apr 7, 2016 9:00 AM
    daweasl652 daweasl652 Apr 7, 2016 6:47 PM Flag

    Sage has impressive clinical results, and with a 52 week high of $90/$3B market cap wall street took notice. Currently with three shots on goal (pipeline) and Mrns having only one, we are definitely in a high risk investment. Also the PPD results gave them added (speculative) value.

    I do agree. 20% for them and 2% for us ... I'll type in symbols save yahoo the trouble #@* !!!

  • Reply to

    The beast returns

    by biotrader922 Apr 7, 2016 5:07 PM
    daweasl652 daweasl652 Apr 7, 2016 6:25 PM Flag

    Acad completed a phase III, the FDA let them bypass a Ph III confirmatory.

    ' . .. . Its lead product candidate, NUPLAZID, has completed the Phase III pivotal trials for the treatment of Parkinson’s disease psychosis . . . "

    Getting an FDA nod with only 60 patients in a Ph II is not likely, unless the data is stellar. With nothing specific to treat FX that may open the door to your call, accelerated approval.

  • Reply to

    Goldman Sachs

    by prospern23 Apr 4, 2016 8:57 PM
    daweasl652 daweasl652 Apr 5, 2016 8:10 AM Flag

    Gale ? uh oh. jr, super high risk, Imo... if I were sitting on a profit no way I hold thru news. Not telling you to sell... but... I expect similar to Cldx. - -- - Order in; 5.43, the usual 100.

  • Reply to

    HTBX delisting notice

    by woofmoocat Mar 30, 2016 6:28 PM
    daweasl652 daweasl652 Apr 3, 2016 4:10 PM Flag

    ". ...generation of TIL's in a subset of patients." When a co. relies on subgroup data, the chances of success are slim to none. Gltu

  • Reply to

    My bullish call for next week

    by jrdelane Mar 25, 2016 3:17 AM
    daweasl652 daweasl652 Mar 31, 2016 9:04 PM Flag

    Not done buying, hoping to see a temporary pullback- that being said, with about 10k shares bought yesterday and 14k today, is this MM price manipulation (?) because it sure as hell isn't demand for shares (ha). Sage did 540k shares today at $32, that's $$$ !

    now, another subject, your bullish call proved out. Cool.

  • Reply to

    OT: ACAD open printing 29.15's...

    by visionaryabove Mar 29, 2016 6:04 PM
    daweasl652 daweasl652 Mar 30, 2016 11:26 PM Flag

    No question, listening to Dr. Tsai and then reading the abstracts ... we have a shot. Being a binary event, double blind, placebo controlled; the upside/downside will be significant. Fingers crossed on this one.

  • Reply to

    OT: ACAD open printing 29.15's...

    by visionaryabove Mar 29, 2016 6:04 PM
    daweasl652 daweasl652 Mar 30, 2016 8:41 PM Flag

    Looking to add 500 shrs , trying something a little different ... 100 share lots. The volume yesterday and today, 32k and now 28k today. Pitiful, lol !!

  • daweasl652 daweasl652 Mar 30, 2016 7:48 PM Flag

    bio, . . techs, . .... you guys are sharing the MVP award for 1st Q.

    From the conference video- "up to 20 to 30% of Fragile X patients also exhibit seizures .... "

    From the contract - "Ganaxolone has shown its anticonvulsant effects in diverse animal models . .. . . . . However, this is the first time that the efficacy of ganaxolone in the treatment of audiogenic seizures in the fragile x syndrome is demonstrated."

CYTK
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