AK...Check out OMER and let me know your thoughts. Seeing it mentioned by alot by people whom I respect
in the bios. Have no real feel for it. TIA
Good for you AK...Good move technically if nothing else given the run ZSPH has already had....
Forgot to mention...In the CART space I traded QURE from the high teens then sold the day of the BMY
new at $32. If the stock goes down into the low 20's with no bad news I will re-buy that name for sure.
Also....JUNO in the 43's will take another shot in that name....
Easy... The Twitter site and poster....dougheuring
Fantastic site that summarizes and posts via photo, most of the research pieces by numerous firms for the day....I'd be lost without it. GL and enjoy!!!
AK....For the record, I personally have no safety issues with either Patiromer or ZS-9. I don't even see that as an issue frankly, nor do I see the long term trials that ZSPH is currently doing as determinative of use either.
1. Both drugs will be approved.
2. Both drugs will have a substantial market share of the hyperkalemia market.
3. Could well be another Sovaldi v Harvoni situation. Harvoni sales 3.58 billion Q12015...Solvaldi 978 mil.
Even the "loser" there is going to do 4 billion in sales for 2015.
4. RLYP will be taken out IMHO within one year following approval. Ditto ZSPH. Neither company will be
a stand alone entity. The fits with a big pharma or bio is simply too obvious for me, but I've been wrong
Karen....This time last year the stock was selling above $22. Although oil is approx 50% off it's 2014 highs, the current dividend is approx. 75% off from the one of July, 2014. At the selling price of BBEP back in July, 2014, the current dividend would reflect a yield of approx 2.3%.. To call that rate excessive even under current oil prices is just pure bunk. Given their current hedges and the ones expected for 2016, the company can easily afford the current dividend, if not more.
Let's think about this.... In economic turmoil and uncertainty, would you rather be in a biotech that has no immediate expectations of earnings, or in some multi national mfg or producer of goods and services that relies in part on the strength of Europe for their earnings and projected growth?
Actually better off in a good bio whose earnings are a few years out and whose demand is based on patient and hospital needs, rather than consumers consumption.... You can put off buying a new car, but you can't put off stopping a major infection that can kill you.....
CEMP marketing and PR has become "lazy and arrogant....indifferent"?
Maybe they know what the end game really is, and they could care less about interim stock moves or if investors get in or not. DRTX...TSRX same deal. Stocks initially ran on some good Phase II results, then moved sideways for a long time during Phase III trials.
The end game here is a buyout IMHO. Problem at this point is valuation. If SOLI gets approvals for a lot of other indications down the road the value could be 75%-100% higher than it is today. So management has no real need to pump or promote the stock. Can use the funds better for development of product and general corporate purposes.
We haven't even touched European approvals and markets yet. Do we go out and try to get a European marketing partner now or simply sell to a multi national and not bother? We are working on approvals and trials on so many fronts now at the same time it's like fighting WWII all by yourself...lol! So no real time or funds really to devote to major stock PR campaigns, and probably no real reason to do so frankly.
Yes...It can be frustrating to shareholders, no doubt about that. But just remember, it's patience then patients, all all will be fine... In fact, more than fine IMHO..
AK....The last couple of weeks in the bios would lead me to be the last person to call anyone an idiot right now except possibly myself for not taking some really big profits off the table...And watching ZSPH go from 50 to 58 in a week or so while RLYP went straight down didn't help!! Oh well...Enjoy the long holiday weekend and we'll regroup for battle next Monday!!
Not only do greecians catch gonorrhea, Wikipedia says it's thier third largest export next to Pita bread and olives!
AK....Very ugly out there today....RLYP just hit it's lows from May today. CEMP getting murdered too.
ZSPH....Starting to look very interesting and in the 40's I'll be back in that name for sure.....
RUT rebalancing.... the end of the quarter....profit taking...China 8% fall last night,,,all contributing to an
awful day in bio land.
If JUNO continues down I'll probably start a position in that name too if I have any $ left!
Enjoy the weekend. My birthday tomorrow! LOL!
PS...check out the IPO MCRB today...lol....Priced at $18....Opened at $28... Now $44....
Missed that one...Figures!
1110559....A member since today and your first ever post just happens to to be here and addressed to another new handle and poster, Baimum 23? Gosh...Could you two be one and the same? LOL....
And you're wasting your time trying to pump the stock here. Only a few active posters....Myself and Akanz primarily, and AK actually owns ZSPH rather than RLYP... As for AK and me?. We've both probably forgotten more about this company and hyperkalemia issues in general then you probably know, so don't bother trying to stir the pot here. If you're long simply hold the stock and you'll be amply rewarded. Bah bye....
Boy do they play this one....If I'm correct support is $36.50 and they bring it down to that level....lol....
Sentiment: Strong Buy
Silver... I own it fairly large now at a $6.73 average so still a tad under water.
Really think that management screwed up in the enrollment process but hopefully they will straighten
that issue out and move forward. Aside from TTPH I cannot find any other gram negative antibiotic companies that are public other than AKAO, The gap in valuations between those two are huge but of course TTPH is much...much....farther ahead. AKAO is an interesting spec with with some problems so we shall see....
Good job AK! I made 7 points on ZSPH so we both did well with each other's recommendations. I think CEMP goes a lot higher so I'm holding my entire position. But you know me I'm never adverse to profit-taking either. Re-RLYP.... I think history shows on those issues that the FDA will approve then require the company to provide follow-up studies on certain indications that they may have some questions on. At that time they can either add or revise label restrictions as they see fit. I think were both sitting on winners here.
Full report on Twitter at "dougheuring" citing the HiddenGemTrader...CEMP more.... About half way down the page....
Sentiment: Strong Buy
AK....So you fully understand...Patiromer is NON ABSORBABLE. So the K that is converted to CA is taken directly out of your system via the colon.....
AK... You have an apparent gap of information and "mis information" in your analysis once again...
Yes...the calcium in Patiromer is approx 4gms versus the 2gms max recommended for patients with CKD.
So you're half right. But the absorption rate should be lower than the 2gms recommended as preliminary
data that supported their NDA showed. They are currently running trials on that issue which could
be released before, or after, the PDUFA date. The distinction is that Patiromer is absorbed in the
colon, which reduces the actual absorbtion rate by significant amounts. Read up on it. Knowledge
is a wonderful thing....
The FDA has so much concern about approving Patiromer for chronic use that they didn't even bother to schedule a panel meeting prior to the PDUFA date? Huh??
Calcium intake for CKD patients? OK... Take your one daily dose of Patiromer and treat your hyperkalemia problem plus meet your recommended daily dose for calcium. Put a label on the box discussing that issue.
Skip the milk, ice cream, and all other stuff with high calcium content and the patients might even lose some weight and cure their "K" problems to boot! LOL...Come on man you can do better than this! LOL...