dr_klumps.... I think everyone here needs to turn off Fox Business News and start reading and trying to think for themselves.
Crude was $100-$110 bbl in July, 2014. Do you really think that supply/demand metrics have fallen by 50% in around 5 months. Are we in a worldwide recession that someone forget to mention. Was our 5% GDP growth just last quarter just a mirage?
Or could it be that the Saudis are simply playing a monoplistic game that was outlawed by our Justice Department back in 1900 by then big oil? Flood the markets with over supply at any price and drive the little guys out of business? Hardly something new is it? Shot across the bow by the Saudis? Probably. Basically telling us and Canada to quit thinking about total energy independence or else. We'll let you have your share but not the entire US market...Never...ever...
Sunday....Jan. 4th.... Soli met the primary objective of statistical non inferiority of the early clinical response at 72 hours after initiation of therapy compared to moxifloxacin. Also met the secondary objectives of non-inferiority in clinical success at the short term follow up visit, 5-10 days after the end of therapy. 78.2% for Soli...and 77.9% for moxifloxacin. Sub group analysis by age indicate the difference in point estimates
became larger with increasing age and favored solithromycin in the ITT clinical response groups. Oral
study and first of two planned Phase 3 pivotal studies with 860 adult pateints with moderate to moderately
severe CABP (pneumonia).
SAE in both arms were fairly equal at less than 7% of patients and none were consdired study drug related.
A second Phase 3 trial with 800 patients was initiated by CEMP in December, 2013.
Congrats to CEMP and to all fellow Cemparians!!
Good day coming tomorrow!!
Reduced distribution still around 13% which ain't bad gang...
Producing alot more oil and gas now with the merger.
Hedged pretty much to 2017.
If oil isn't above $75 by the end of 2016 we're all toast anyway.
Great buy in here IMHO
I respectfully disagree with your conclusions. Caution is of course warranted in all stock investing, especially in a new technology brought forth by what is essentially a penny stock company. However, all successful companies start small, and with unproven technology. This is a medical device company, not a drug company.
Big difference here. You don't have ten years of trials and three major trials to obtain approval. Much faster process. Been in three that started as private deals, and all had FDA approved devices within three years.
If this works it will be huge. Not kinda huge. Huge. You aren't seeing the future potential for this product.
If it works half as well for others as it apparently has for Jordan, it will be the go to implant for all major spinal cord trauma. And that will be worldwide...not just here in the U.S. Add to that the potential to implant stem cells within the device to actually activate and grow cells and tissue to help even repair damage to the spinal cord, and you tell me what a company that could produce this is worth....
Yes...we're at the very early stages here, but your caution, although duly noted, to me, is simply repeating the obvious.
The company already said that the recovery exhibited by Jordan after the scaffold was implanted is seen in about 2% of those who had his type of spinal cord injury....By simple logic....and I mean simple...there was approximately then a 98% chance that the positive results obtained to date were likely either because of the scaffold, or devine intervention....Take your pick.
We had that "healthy pullback" recently at $24.50 when they did the secondary.
The stock should now move up into the low 30's fairly easily....Give me another publicly
traded late stage antibiotic company with great Phase 3 trial results in a key unmet need
and I'll buy it hand over fist. Don't bother....Already looked. There aren't any.
But pulling back some now in this lousy stock market!! Wish Yellen and her other bored cronies would keep their friggin mouths shut. The entire world is in QE mode but our Fed wants to raise rates with an already very strong US dollar. Good luck to our exporting companies in the months ahead........
OK.... My take is that the company has basically wasted two years and millions of dollars on trials that could not enroll the required number of participants, and an endpoint that was far too narrow and unworkable to establish efficacy, even if they did . Too bad they couldn't have figured that out when they first designed and sought approval for their SPA. At least apparenty they got some decent safety data, if not efficacy, out of the
So now it's a non inferiority trial with mortality and other "factors" or "criteria" as the endpoints. Going up against the Medicines Cos lead antibiotic (the standard) and one from Activis, which I believe is the antibiotic they bought from acquiring DRTX?
A "limited use labeling"which means the AKAO antibiotic will be the antibiotic of last resort for those who failed to respond to the other two. Oh well...beggers can't be choosey And how will these trials be paid for? Debt and/or dilutive stock offerings going forward. Appovals for CUTI maybe sometime in 2017 and CURE sometime in 2018 (late).....
Shareholders need to prepare for a couple of long cold winters ahead. But maybe if AKAO can get some decent results fairly early on, one of the big boys will see the eventual promise in them, and buy us up and bail us out.
As a recent entry to this name (after owning it and doing well on the IPO) I can only thank my lucky stars that thus far I had the pleasure of being involved with four antibiotic companies that actually knew what they were doing, and did it well....TSRX....TTPH....DRTX....and CEMP. I guess one dud (thus far) in the chain ain't that bad really...
Why anyone in their right mind would go short on one of the hottest stocks in one of the hottest sectors
with one of the most positive charts out there, is beyond me. I guess the operative word is "in their right mind".
How does "swearing a little" because you paid too much for a stock in 20/20 hindsight translate into murdering someone? And how does referring people here to read a SA article on BBEP that was posted today constitute "cheerleading"?? You are either not dealing with a full deck, or were attempting to be "funny"
Either way...Your post was not appreciated, nor funny, and has been reported to Yahoo.
Interesting read and perspective. Not all gloom and doom. Pragmatic evaluation of the dividend cut and borrowings issues. BBEP assuming $60 oil for the bulk of 2015. Dividend should be well covered at a 1.35:1 ratio with hedges in place in the portfolio. April issues of outstanding borrowing limits, which may in fact be reduced even from current outstanding borrowings, given the fall in crude. Company will more than likely be proactive prior to April in paying down outstanding borrowings.
You bought this for "earnings"...??? You need to go to the PFE board cause I think you own the wrong stock for now..... Come on man get a grip...Or as kiddo said...You might want to read up a bit on what you own cause you're obviously clueless right now...
Should be self explanatory.
Need to be careful with our Mr.the_real_biotrader. Need to ask him why he came on this board at this time?
He cashed out of RTRX this morning and posted it there. Guys an active bio trader and I presume on the short side as well. This is more than likely his play on CLDN as the stock didn't even make his "watch list" yet he spent half the day trying to cast doubt on coming trial's outcome. Why? We all know that the trial results
are a high risk/high reward proposition. But ask yourself in a lousy biotech market of late, why has the stock held in that $25 level like a rock thus far? People are buying the stock in here folks, at these levels. Stock's hanging in there...not going down. Real money. Not everyone buying it at these levels is some country bumpkin just following the crowd and waiting for a Mr. "real_biotrader" to come on our lil chat board here and educate the pou foks on the cons of owning CLDN. Beware of a "cashed out" biotech guru who merely offers wisdom up the guzo... just for kindness. Me think he protestith too much....