While I agree that OCAT makes sense for any of the entities mentioned on this thread, iIf one of these entities were indded interested in Ocata, do you think Ocata would have approached them first before selling the company to a Japanese outfit? Please let me have your thoughts.
Positive results will surely make OCAT an acquisition target or it will cause REGN shareholders to take some profits and put them to use at OCAT or both. It has been reported that if dry AMD doesn't progress, then the patient doesn't get wet AMD. OCAT's RPE cell therapy, which seems to cure the much larger market for dry AMD, could dry up Eylea(tm) sales for wet AMD, no pun intended.
on a big white horse. Anyone who owns REGN would be wise to sell 10% of their shares and invest it in OCAT. From here, REGN does not have anywhere near the potential of OCAT. When OCAT gets approval for dry age related macular degeneration or Stargardt's macular degeneration, OCAT's stock price will be like REGN's and then some. The dry market is much -- I repeat MUCH -- larger than the market in which eylea operates in. OCAT has shown very good safety in P1 along with extraordinary signs of efficacy. It looks like it is only a matter of time until OCAT goes from $4.5/share to $100 and then $500 and then $800/share. OCAT only has 40 million shares outstanding.
OCAT can certainly be the next REGN and then some. The DRY age-related macular degeneration (AMD) market is multiples larger than the WET AMD market and there is no treatment for the former. OCAT just entered phase 2 after showing safety in P1 along with extraordinary signs of efficacy. Further, the DRY market will dry up the WET market since those who are treated for dry AMD will not progress to wet AMD.
- Avid Biosciences had record quarterly revenues, "putting us [pphm] on track for another record year".
- Phase 3 SUNRISE trial on track "to complete [enrollment] by the end of the calendar year".
- First interim analysis in SUNRISE "will be conducted when 33% of the targeted survival events are reached".
- Peregrine plans to initiate "several new trials in the coming months".
- Peregrine has created "significant preclinical data demonstrating that treatment effects of CTLA-4 or PD-1 inhibitors is greatly enhanced when combined with Bavituximab"
- Peregrine plans "to initiate an open label randomized P2 trial of nivolumab versus nivolumab plus bavituximab in patients with previously treated metastatic non-small cell lung cancer who have not received a prior PD-1 or PD-L1 inhibitor"
- "plans to initiate a seamless P2/P3 trial in patients with HER2 negative metastatic breast cancer with all patients receiving physicians choice of paclitaxel or docetaxel either alone or in combination with bavi"
- planning a trial evaluating neoadjuvant paclitaxel with or w/out bavi in early stage HER2 negative breast cancer
- starting a P1 trial with AstraZenaca combining bavi with chemo and AZ's durvalumab or MEDI4736 in multiple solid tumors
- 71% increases in revenues from same quarter a year ago
- second manufacturing suite will have capacity to generate about $40,000,000 in revenues
- company has not seen a slowing in enrollment since OPTIVO was approved in NSCLC; don't anticipate hinderance in completing enrollment.
- project 1H16 for interim look at SUNRISE.