Mensa, I appreciate your posts and will take your word as to your experience/knowledge in biotech/Pharma (especially since we share many of the same investments : ). I also worked for Pfizer and others. What are your thoughts on this biotech portfolio:
OPRX....like a sample MD...Medium
and have been on the sidelines for a few years. Every time I look at this pipeline and corresponding pps, I simply shake my head in disbelief. If one of my other biotech's produce a significant gain, I may divest back into SPPI. I hope all long ago long time longs are doing well.
I would do your own DD obviously. I will add MACK and CLDX also. What I like about all of these, including CTSO, is the breadth and depth of their pipelines. If you hold all of them for 2 plus years, then the current prices are good entries though I cannot say they are at the bottom. The recent IBB sell off has allowed for a nice pps entry. For instance, CLDX is almost 1/2 of it's 52 week high. Go to CLDX, RNN and MACK company sites and click on their pipeline tabs. MSTX not quite as rich, but good. CTSO will also have close to 10 products...I like multiple shots on goal, in unmet disease states and multiple applications per product/device. ONCS, if validated in melanoma will become a delivery system for multiple tumors. Finally, I am not selling any SRPT until 60 pps and only 10 to 25% of my holdings at that. Looks like we will be celebrating, or crying in our beer together as we hold ONCS, SRPT and CTSO together. GLTY
Congrats to you fieb57. SRPT is my largest holding (12 plus years for me as well), with CTSO close behind. You bring up a great point, Chris G. and Chan do put me in mind of each other. Take a look at RNN, ONCS and MSTX for the long term. GLTY
Of course my money is in it...because I believe... and have been in this stock and done my DD for over twelve years. OK, I'll invest in something I don't believe in...great advice.
This is great news. Spin it how you want. This opens the door for many exons and related disease states. This technology is safe and effective....that is my belief.
Look at SRPT for DMD this a.m. on only 12 patients. The FDA is demonstrating flexibility with compelling efficacy and safety data....even in smaller phase 2 trials. This should be an eye opener for CUR and it's various platforms...especially ALS.
Chan refers to a blade to razor CTSO filters to the applicable device. Easy to learn and use by both nurses and doctors.
Exactly! This presentation seems to confirm ASCO.
JUNE 27, 2014:
OncoSec (ONCS)June 26-27th, 2014 4th European Post Chicago Melanoma/ Skin Cancer Meeting
Results and Interpretations of ASCO presentations 2014
(Global confernce on news in melanoma/skin cancer)
as this company is on track for solo success. However, I cannot deny the possibility of a larger company adding all of the IP (5 to 10 products) to their portfolio and pipeline. Again, it is simply not 5 to 10 products, but the multiple applications built into each product....making them worth an IP X 20 or 30. All the dirty work and validation will be accomplished. A JNJ size company could swallow this without a hick up and prosper disproportionately in just a few years, especially with their reputation and size of sales and distribution. Hope this does not happen for at least a few years.
Either way....getting a phase 3 started as soon as possible with an FDA SPA is paramount. If this is in parallel with a pending AA or needed for NDA down the road, the sooner the better for these kids and families'. As I have stated before, whether this is a conventional (pivotal) phase 3 or a confirmatory with concurrent AA, the drug will be approved. If conventional, you might as well call it AA confirmatory...because as with ICPT, the interim data will not allow wasted time to reach the masses. The drug will speak for itself with more participants showing unprecedented efficacy and safety in an unmet need that is guaranteed to deteriorate and eliminate innocent little lives. I have 3 boys, this hits home!
If you have been long for months or years....this is one of the best utilized 22 minutes of DD you can incorporate into your busy days schedule. 5 to 10 products, multiple potential applications and partnerships...Universities, companies, military, Government....in multi-million dollar unmet needs markets. Sorry, on a pumping brigade!
A must listen to for all CTSO investors:.
2/3 of 2013 sales in Q1 2014 product sales
Five products developed and five more significant products yet to be disclosed soon.
Exponential sales trajectory mentioned millions and 10's of millions in sales for 2014 and beyond
Extremely confident and excited in his delivery
!00 billion immuno market....20 billion unmet needs segment....500 million CABG (in trial and potentially 50 to 100 million for this application alone) only 10 TO 20% MARKET SHARE. Product could be available in less than 2 years. Improvement in organ damage parameters post surgery as primary end point...not motality outcomes.
30 ongoing clinical trials...some funded by Governmental (NIH) and military (US Army and Air Force)
Has Already met with Nasdaq and NYSE...hope to execute up list this year following operational momentum and upcoming catalysts.
4.5 million cash burn projection for 2014...Cash good for next two years via revenues, grants etc...
Many revenue multipliers to create additional synergy
Biocon partner...equated as the Amgen of India
2014 influx of additional institutional investors
Medical schools partnered with CTSO (Havard, MIT) after extensive search..selected CTSO
Anticipated increased strategic partnerships
Much more...fingers are tired..i BOUGHT MORE TODAY ..GLTA and sorry for typo's, sentence structure..was in a hurry...back to real job.
for the validation of electroporation.....potentially....for many many solid tumors. Today's sell off does not change the prospects of break through science and technology in an unmet disease states. .515 and .53...many thanks for the LONG term.