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POZEN Inc. Message Board

johnh_68 14 posts  |  Last Activity: Dec 4, 2015 9:31 PM Member since: Feb 5, 2010
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  • johnh_68 johnh_68 Dec 4, 2015 9:31 PM Flag

    gobio,

    What strikes me is the statement of:

    "Participants treated with Abraxane plus gemcitabine lived, on average, 1.8 months longer than those treated with gemcitabine alone. Additionally, participants who received Abraxane plus gemcitabine experienced a delay in tumor growth (progression-free survival) that was, on average, 1.8 months later than the participants who only received gemcitabine."

    The P2 trial of TH-302 beats that, so if the P3 trial mirrors the P2, then THLD will rock!

    GLTL,
    John

    Sentiment: Buy

  • Reply to

    Current Price Action Means Nothing

    by johnh_68 Dec 3, 2015 1:46 PM
    johnh_68 johnh_68 Dec 3, 2015 10:32 PM Flag

    chambolle,

    I perceive you to be an individual who has been in and out of this stock to play the day-trades and made a ton, but there are many who have let there investment ride and hope for the best in the final outcome. Hopefully, the patients, employees and shareholders will win with positive results and the shorts will get banged up.

    As mentioned earlier, the question is not if the drug will work if it reaches the hypoxia areas of tumors, but can the drug be delivered to these areas successfully and consistently. If it can, this validates all of their other TH-302 programs, and this stock will scream. If it can't, then pull out the scotch for another long evening.

    Regards,
    John

    Sentiment: Buy

  • Reply to

    Current Price Action Means Nothing

    by johnh_68 Dec 3, 2015 1:46 PM
    johnh_68 johnh_68 Dec 3, 2015 6:12 PM Flag

    I agree...the question is not if the drug will work if it reaches the hypoxia areas of tumors, but can the drug be delivered to these areas successfully and consistently. If it can, this validates all of their other TH-302 programs, and this stock will scream. If it can't, then pull out the scotch for another long evening.

    Sentiment: Buy

  • Reply to

    Current Price Action Means Nothing

    by johnh_68 Dec 3, 2015 1:46 PM
    johnh_68 johnh_68 Dec 3, 2015 5:58 PM Flag

    Hi Flip,

    I would interpret that discussion with IR as though the IDMC is still gathering the data, THLD has no idea on the outcome, the data for both trials will be released simultaneously only because the IDMC told THLD that the data package would be submitted from the IDMC to THLD on the same day, and that THLD has a few days to review the completed package before making a PR announcement.

    John

    Sentiment: Buy

  • Reply to

    Current Price Action Means Nothing

    by johnh_68 Dec 3, 2015 1:46 PM
    johnh_68 johnh_68 Dec 3, 2015 4:52 PM Flag

    Not sure how they can state the data will be released simultaneously, unless the independent monitoring committee has told them the data will be submitted to them simultaneously. The reason is because these are material events, so if they get one result on Monday and another result on Friday, the result on Monday must be revealed to the public by Thursday...which is the max of 3 days after data obtained.

    Sentiment: Buy

  • Reply to

    Current Price Action Means Nothing

    by johnh_68 Dec 3, 2015 1:46 PM
    johnh_68 johnh_68 Dec 3, 2015 4:34 PM Flag

    I'm not quite sure where you are going with this. My point was simply that this will be a highly volatile stock going into the P3 results, but whether it sits at $3 or $4 before the announcment won't matter, because the day of (or day after) the stock will be nowhere near $3 or $4, it will either be crushed to $1 or rocket to $6-$12, depending on what succeeds or fails.

    Sentiment: Buy

  • Reply to

    Current Price Action Means Nothing

    by johnh_68 Dec 3, 2015 1:46 PM
    johnh_68 johnh_68 Dec 3, 2015 2:26 PM Flag

    I noticed that too. The equity market is saying #$%$ to Threshold and their P3's, but the options market is favoring approval. It bodes well for THLD showing more open interest for Calls than Puts, and I hope in the end Threshold says #$%$ back to the equity market with at least one successful P3.

    Sentiment: Buy

  • This will be a Bronco-Billy stock until the P3's are announced, but whether the price between now and then is $3 or $4, none of that will matter in less than 28 days. Because in less than 28 days, this will either be a $1 stock or a $6-$12 stock depending on which, if any, P3 succeeds.

    GLTL,
    John

    Sentiment: Buy

  • Reply to

    Approval Coming On Both Indications

    by flipflopfloater Nov 30, 2015 3:36 PM
    johnh_68 johnh_68 Nov 30, 2015 5:59 PM Flag

    Even if just one P3 trial succeeds, this is a $6 stock. If both succeed, it's a $10 stock at minimum. If both fail, it's a $1 stock. The risks are there, but there is more upside than downside at these levels.

    Sentiment: Buy

  • Reply to

    Adding

    by vt_invester Nov 30, 2015 2:04 PM
    johnh_68 johnh_68 Nov 30, 2015 2:13 PM Flag

    I added too, but it is not worry free. My biggest concern is the TH-CR-406 trial for STS is open-label and done in Russia. Of all places...Russia and open-label, where a little cash and some vodka to the doctors can get some important numbers skewed.

    Sentiment: Buy

  • johnh_68 johnh_68 Nov 30, 2015 2:00 PM Flag

    Dude - You are really a freak. We know the stock will drop to $1 if both P3's fail, and we know the stock will hit $6 if just one of the P3's succeed. But you are here day and night spewing out garbage that only proves one thing...you are a very lonely person. Sorry, but the truth must hurt.

  • Based on historical data of trades following clinical trials, I believe the following may occur:

    If both TH-CR-406 and MAESTRO trials fail, the PPS could be around $1.00 - $1.25 (based on current cash levels of just under $1 per share).
    If TH-CR-406 succeeds and MAESTRO fails, the PPS could be around $5.50 - $6.00.
    If TH-CR-406 fails and MAESTRO succeeds, the PPS could be around $7.50 - $8.00.
    If both TH-CR-406 and MAESTRO trials succeed, the PPS could be around $10.00 - $12.00.

    For the sake of patients, employees and shareholders, I hope for success of both of these P3 trials.

    GLTL,
    John

    Sentiment: Buy

  • Reply to

    UPGRADE

    by dickey1951 Nov 24, 2015 8:46 AM
    johnh_68 johnh_68 Nov 25, 2015 12:28 PM Flag

    I'm pretty sure the reason for the 100% margin call was because the price of THLD dropped below $4 per share. TD Ameritrade requires 100% margin for stocks that trade below $4. So if THLD pops up above $4 this week or next week, your account will be back to 50% margin requirement and you might not have to sell any more stock. I use TD Ameritrade and have THLD on margin too, so that's why I know about the $4 threshold...no pun intended.

    Regards,
    John

    Sentiment: Buy

  • johnh_68 johnh_68 Nov 9, 2015 7:43 PM Flag

    That will only mean something if TH-302 is successful in either of the 2 P3 trials. Even if 1 P3 trial succeeds to meet the primary endpoint and the other P3 trial fails, the stock is still a double. We all know what will happen if both P3 trials fail, but if both meet their primary endpoints then this stock explodes.

    Sentiment: Buy

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