Looking forward to the Q2 discussion before the end of the month. Nice to see positive (if preliminary) news on AmpB. If they are able to show a bit of follow through, maybe they can start picking up the pieces from 007. Their credibility took a big hit with the 007 data and there's been nothing to help shore it up. Even if people know about AmpB and 008, they are shaken up by 007. Hopefully some solid movement can be shown!
Thanks. That's all great. Nice that IR is responsive. I liked the bump in volume earlier. Hopefully it'll ramp up again. I think it clearly will with any kind of announcement. Even, as I said, a neutral one that implies the company is not withering away (as it seems clear to me it isn't). Fingers crossed.
Wow. I'm surprised they gave you a concrete date. Positive Amp B results would be excellent. Hard to imagine a worse outcome than the last one they had. Complete confusion. It would surprise me if Jason wrote another article. That much egg on a face is hard to get over. But maybe he will.
We should be getting a 2Q report in the next few weeks. Seems like any neutral to positive news should make the stock jump from here. Valued less than 60% of cash, it seems that some mention that other programs are still plugging along would be worth a dime's jump. Little comfort to those stuck much higher, but not bad for those who either averaged down or bought down here.
Also, every shareholder will get 1 unicorn for every 1000 shares owned. Fractions thereof will be issued in proportionally weighted unicorn sausage.
WHO to convene ethical review of experimental treatment for Ebola
6 August 2014
Early next week, WHO will convene a panel of medical ethicists to explore the use of experimental treatment in the ongoing Ebola outbreak in West Africa. Currently there is no registered medicine or vaccine against the virus, but there are several experimental options under development.
The recent treatment of two health workers from Samaritan’s Purse with experimental medicine has raised questions about whether medicine that has never been tested and shown to be safe in people should be used in the outbreak and, given the extremely limited amount of medicine available, if it is used, who should receive it.
“We are in an unusual situation in this outbreak. We have a disease with a high fatality rate without any proven treatment or vaccine,” says Dr Marie-Paule Kieny, Assistant Director-General at the World Health Organization. "We need to ask the medical ethicists to give us guidance on what the responsible thing to do is.”
The gold standard for assessing new medicine involves a series of trials in humans, starting small to make sure the medicine is safe to use. Then, the studies are expanded to more people to see how effective it is, and how best to use it.
The guiding principal with use of any new medicine is ‘do no harm’. Safety is always the main concern.
Why Ebola worries the Defense Department
There are also other examples of U.S. interest in Ebola research. In 2010, the U.S. Department of Defense signed a $140 million contract with a company called Tekmira to develop a treatment for Ebola infections, according to a statement by the company. After the collaboration was extended in 2013, Tekmira was granted a so-called Fast Track designation in March 2014 when the first cases of Ebola began to reemerge.
Non-idiotic SA article about TKMR. Search the headline.
Has The Tekmira Pharmaceuticals Ebola Trade Run Its Course?
Adam Feuerstein suggested on the morning of August 4 that the Tekmira 'Ebola trade' could already be over.
I disagree and believe Tekmira is more than an 'Ebola trade'. Tekmira provides for an investment in a company with a revolutionary platform and diverse pipeline candidates with significant upside.
TKM-Ebola has attributes that make it the best positioned drug that could potentially be stockpiled by the US Department of Defense as a medical countermeasure against the Ebola virus.
By securing a stockpiling contract, Tekmira could receive annual cash flows of $75 million allowing Tekmira to fund their operations and potential blockbuster candidates such as TKM-HBV via non-dilutive means.
Tekmira is not a one trick pony with TKM-Ebola. Tekmira is in the process of advancing the potential blockbuster drug TKM-HBV through pre-clinical trials and into the clinic next year.
Heh. I hadn't realized that HTCH was the first board on Yahoo I had posted to. Makes sense. It was the first stock I ever bought all those years ago.
It would be great if it turned out the way you speculate here, though I think you are being overly optimistic.
Look around you. We are already in the insane asylum.
I’ll let Dave maybe get into the detail a little bit there but I think we’d reiterate what we’ve been saying for a while in terms of what our model looks like and what our breakeven point is. But go ahead, Dave.
Yeah, I think we’re still at that 130 million [a week] if we’ve got the same type of quarter, if we’ve got the mix that we have today. There is a consideration if you switch the mix to a lot more of a procured mix in (inaudible) that changes that somewhat. But we’d still say that we’re targeting to be breakeven at 130 million a quarter.
So the CFO of HTCH thinks break even is 130mil suspensions AND he doesn't think they will reach that in the next couple of quarters. But you think 120mil will give them positive EPS and they will reach that next (this) quarter? I guess you must think they will greatly improve their margins, where the company itself is not so confident?
That would be great. Help me understand your model that has Erivedge taking CRIS to $10 by itself. What kind of potential sales do you think will drive it that high?
Pipeline attracts people, not Erivedge. (Though Erivedge is a nice little bonus--you know a lot of development stage biotechs with revenue?)