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eliapostchild 2 posts  |  Last Activity: May 19, 2014 12:24 PM Member since: Jan 26, 2011
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  • Reply to

    from: Six Exciting Biotech Stocks

    by eliapostchild May 19, 2014 12:10 PM
    eliapostchild eliapostchild May 19, 2014 12:24 PM Flag

    google "Six Exciting Biotech Stocks" to read the rest of the conversation about Opexa.

  • eliapostchild by eliapostchild May 19, 2014 12:10 PM Flag

    ...
    CJ: Let’s start with Opexa Therapeutics Inc. (OPXA:NASDAQ). This is a very interesting company that is pursuing a novel personalized T-cell approach for a specific type of multiple sclerosis (MS) called secondary progressive MS (SPMS).

    There are about 500,000–550,000 (500–550K) patients in North America with MS, and about 85% of those patients are initially diagnosed with relapsing-remitting MS (RRMS). About 50% of those patients progress to SPMS. Opexa’s lead candidate is a therapeutic vaccine approach. We are all familiar with a virus being attenuated and injected back into a patient to mount a tailored and specific immune response. Opexa’s lead drug candidate, Tcelna (imilecleucel-T), is created using attenuated T cells, not viruses, harvested from a MS patient’s own blood. The cells are expanded ex vivo and irradiated to keep them from proliferating, and they are reintroduced via a subcutaneous injection to trigger a therapeutic immune response. The proposed schedule is to treat patients with a new five-dose series of Tcelna each year, based on the patient’s evolving immune profile. The idea is to lessen the activity of specific myelin-reactive T cells that attack the myelin sheath. Tcelna is now in a Phase 2b trial called Abili-T. The primary endpoint is reduction in whole brain atrophy.

    TLSR: The market seems to hate this company, and I’m not sure I understand why. You model a peak sales potential for the MS class of $18 billion ($18B) globally by 2019. There are 213K SPMS patients in the U.S. alone, and the company has a $42 million ($42M) market cap. Some of the companies in your coverage have doubled, tripled and quadrupled over the past 52 weeks, but Opexa is down 8% during that same period. Its relative strength is very weak.

    CJ: I see what you’re getting at, but I wouldn’t say the market hates this company. I would point out two factors that may have affected the valuation. Prior to our initiation of coverage in March, there were no other analysts

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