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Trius Therapeutics, AŞ Message Board

minnesotafarmcountry 844 posts  |  Last Activity: 11 hours ago Member since: Apr 24, 2007
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  • minnesotafarmcountry by minnesotafarmcountry May 1, 2015 10:48 AM Flag

    FYI: This is one of the most dysfunctional message boards in the Yahoo universe! Please do not take seriously the nasty personal attacks from the resident (and I mean 24/7) bashers that post here. Their posts are non-factual, often slanderous comments about the company and should not be construed as representative of the quality of the people who actually believe in the science and this company. Do your own research, find a more credible source of discussion surrounding the technology and our preeminent leaders. Good luck!

  • Reply to

    Just out: .04 on $21m..

    by tkg1087713 May 8, 2015 8:03 AM
    minnesotafarmcountry minnesotafarmcountry May 8, 2015 8:23 AM Flag

    Of course expenses are up. Where have you been? Nice try!!

  • Reply to

    Seeking Alpha

    by anastarone May 16, 2015 12:15 PM
    minnesotafarmcountry minnesotafarmcountry May 16, 2015 1:52 PM Flag

    Summary
    •Idera Pharmaceuticals has shown recent successes in advancing their technology for treatment of many life threatening diseases, which makes it an attractive investment.
    •The recent management hires are reflective of their very focused approach to take the company to the next level.
    •Several upcoming catalysts provide appreciation potential to the stock, particularly the announcement of GSO studies.
    •The company is very focused on treatments where there is a substantial unmet need.

    Given the huge universe of biotech stocks, it's hard to pick the winners, particularly so when they are in the early development stage. The uncertainty associated with clinical results, FDA approvals, commercialization of approved products and eventually the commercial success leave way too many unknowns to identify the right investments. But given an investor can distinguish the companies that have potential to bring revolutionary drugs at these early stages, the reward can be substantial. Especially, those who are involved in scattershot investing method for biotechs (investing smaller amounts in several companies), some names makes a strong case.

    Idera Pharmaceuticals (NASDAQ:IDRA) is one of those stocks that caught my attention recently. There are four reasons for my argument that the stock is a screaming buy:

    a) Several new hires in management, who came from ViroPharma. This includes the CEO Vincent Milano, who brings much desired execution experience

    b) In 2014, the company made some significant progress in preclinical models, initiated clinical studies, and identified product & disease combinations. In the last four months, they have received orphan drug designation for two diseases.

    c) Involvement of known investors who, I believe, were instrumental in bringing the new management team. They are board members and have influence over the decision making

    d) Recent secondary offering to provide it the financial flexibility for the immediate future. I strongly believe the stock is protected from dilution in the immediate future

    Background

    Dr. Sudhir Agrawal founded the company and their science is based on the antisense technology, in which he has conducted pioneering work. More recently, the company has decided to focus their work on oncology and rare diseases. Its lead drug candidate IMO-8400 has recently received the Orphan drug designation for both Diffuse Large B-cell Lymphomas ('DLBCL') and Waldenström's Macroglobulinemia ('WM'). They are also working actively on Duchenne Mascular Dystrophy ('DMD'), but with a different approach to provide complementary products to the research being done in this area by some other biotech firms.

    These are all very promising developments. If the company achieves any success in their GSO platform, this can perhaps be one of the most rewarding investments you ever added to your portfolio. Its expected that the company will begin IND application for two diseases based on GSO platform later this year/early next.

    Science and Pipeline:

    The company specializes in nucleic acid therapeutics aimed at serious and life threatening diseases. Their science relies on two technologies,
    1.TLR (Toll-like receptor) program: Under this technology, Idera is developing TLR antagonists and agonist that regulate the activity of targeted TLRs. A TLR antagonist inhibits the immune response while the TLR agonist stimulates the immune response.
    2.The GSO (gene silencing oligonucleotides) platform: This is a third generation antisense technology to turn off messenger RNA, associated with disease causing genes. The company believes their technology can potentially reduce the immunotoxicity and increase the potency of GSO's. This technology is still in the research stage and the expectations are that the company will identify one or two diseases in near future.

    The company's current pipeline includes:
    1.IMO-8400: TLR antagonist for Diffuse Large B-cell Lymphomas (DLBCL) harboring the MYD88 L265P mutation. Full data for Ph 1/2 trial is expected in 2016. In April 2015, FDA granted orphan drug designation for IMO-8400 for treatment of DLBCL. About 20,000 cases of DLBCL are diagnosed in US every year. Company believes that about 10% of DLBCL cases harbor the MYD88 L265P mutation.
    2.IMO-8400: TLR antagonist for Waldenström's Macroglobulinemia. The full data for the Ph 1/2 trial is expected in 4Q 2015. In December 2014, FDA granted orphan drug designation for IMO-8400 for treatment of WM. Over 90% of the WM patients carry MYD88 L265P mutation.
    3.IMO-8400 for Dermatomyositis, inflammatory muscle disease leading to muscle tissue loss, muscle weakness, joint pain, skin rash, leading to loss of mobility, difficult breathing/swallowing and higher risk of cancer. There are about 25,000 patients in US suffering from Dermatomyositis. The company plans to initiate the Phase 2 Clinical trials by end of 2015
    4.IMO-8400 for Duchenne Mascular Dystrophy , a neuromuscular disorder demonstrated by muscle weakness, limited daily activity, pulmonary/cardiac dysfunction and death typically before age 30. There are approximately 15,000-20,000 patients in US. The company is planning to initiate the Ph 1/2 Clinical trials in early 2016. The approach by Idera is complementary to the work done by other companies in DMD space (who are in replacement approach) and not to compete with them.
    5.IMO-2055 in combination with Ipilimumab (marketed as Yervoy by Bristol-Myers Squibb) as intratumoral injections for cancer immunotherapy. We should expect IND to be filed and the initiation of Phase 1/2 Clinical trials in second half of 2015
    6.IMO-2125: another TLR agonist that can be combined with checkpoint inhibitors for cancer immunology. Expect IND to be filed and the initiation of Phase 1/2 Clinical trials in second half of 2015
    7.IMO-9200 for certain select autoimmune diseases. after the IND (Initial New Drug) application was filed with the FDA, the company initiated the Ph 1 clinical trial in healthy volunteers and the trial is ingoing.
    8.GSO platform: Still in research stage. Their preclinical studies show that systematic delivery to proteins linked to cardiovascular diseases leads to reduced serum total cholesterol and low-density-lipoprotein cholesterol, in addition to reduced levels of the targeted mRNA and associated proteins. Idera is currently conducting analysis for oncology and rare diseases for developing drug candidates using GSO technology. Idera is expected to identify two such diseases for further studies in near future.

    Collaborations:
    1.Idera has collaboration with Abbott for development of a companion diagnostic to identify patients with the MYD88 L265P mutation which is incorporated into the ongoing Phase 1/2 trial for DLBCL
    2.Under the program for Vaccine adjuvants, Idera has an outstanding collaboration of certain TKR 7,8,9 agonists with Merck for use in cancer, infectious diseases and Alzheimer's disease. Idera believes these agonists can help achieve higher levels of antibodies and reduce the number of dosages required. This agreement also includes several milestone payments and mid to upper single digit royalty payment if product is commercialized. Not all agonists developed by Idera are included in this agreement for use as vaccine adjuvants.
    3.ISIS Pharmaceuticals (NASDAQ:ISIS): Idera gave Isis license to use their antisense chemistry and delivery patents and patent applications, but Idera retained the right to use these patents and application for their own programs. Isis is allowed to sub-license these patents in which case Idera receives mid-double digit percentage of sublicense income.

    Financials:

    The company currently has insignificant revenues.

    They ended 2014 with approximately $48.6m in cash and raised an additional $80.6m in Feb 2015, bringing the total to approximately $129m. At the end of Q1 2015, my expectation is that they will have at least about $115m in cash, which is sufficient to fund them through early 2017. In my view, the burn rate for 2015 will be somewhere between $48-55m.

    Stock Performance and secondary offering:

    In Feb 2015, the company sold 23 million shares through secondary offering at $3.75/share, for net proceeds of $80.6million. Total outstanding common shares stand at approximately 118 million.

    The stock performance over the last two years has been rather very erratic. Over the last 52 weeks it has ranged between $1.94 to $5.48/share. The appreciation started around the time late last year when the company received the orphan drug status for DLBCL followed by the orphan drug status for WM. My belief is that investor sold the news thereafter.

    One additional catalyst that may lead to a rally in near future is the growing short interest. It's at the highest level over the last one year. I am not quite sure what's leading to it.

  • Reply to

    Short term vs long term

    by ozark580 Jun 4, 2015 12:45 PM
    minnesotafarmcountry minnesotafarmcountry Jun 4, 2015 2:36 PM Flag

    Welcome to Ignoristan!!

  • minnesotafarmcountry by minnesotafarmcountry Jun 17, 2015 3:14 PM Flag

    not only clicking on "ignore", but also "report abuse" in an effort to clean this board up! Good Lord, there are some crazies out there! Scary stuff!

  • Reply to

    Quite the performance by Obama today

    by jiminymoon Jun 26, 2015 3:28 PM
    minnesotafarmcountry minnesotafarmcountry Jun 26, 2015 3:35 PM Flag

    And grandstanding, as usual! "me, me, me"!!! Doing his usual "community organizer in chief" schtick! I had to turn it off! Talk about politicizing a tragedy! But, as his old buddy Rahm always said, "don't let a crisis go to waste"!!

  • Reply to

    Longs have full confidence

    by ozark580 Jun 17, 2015 2:45 PM
    minnesotafarmcountry minnesotafarmcountry Jun 17, 2015 2:51 PM Flag

    Yup! It's going to be similar to what I experienced in my TASR holding. "woulda, coulda, shoulda" ... shorts kept telling themselves they would cover on a pullback that NEVER materialized as the story unfolded! Ditto here!

  • minnesotafarmcountry by minnesotafarmcountry Jul 13, 2015 3:03 PM Flag

    52-week high coming up sooner, rather than later!

  • minnesotafarmcountry minnesotafarmcountry Apr 28, 2015 8:39 AM Flag

    All I heard from the "protestors" last night was how the "system" wasn't working for them. Well, why is it that none of these people understand that the system that isn't working for them has been initiated and implemented by their Democrat party and leaders for over 50 years in the cities. But, somehow, it's "others" who are to blame? Talk about not seeing the forest for the trees.

  • Reply to

    Lets Stick with TROV Only!

    by letitgrowknows May 7, 2015 9:28 AM
    minnesotafarmcountry minnesotafarmcountry May 7, 2015 10:50 AM Flag

    With all due respect, if that were the rule, I wouldn't have heard about TROV from mgm. I think if it is done in an OT thread, people can either choose to look at it or ignore it; as long as it is not disruptive. While we back and fill, it is just another topic of conversation!

  • Reply to

    some thoughts

    by ch47ady May 8, 2015 1:15 PM
    minnesotafarmcountry minnesotafarmcountry May 11, 2015 11:36 AM Flag

    Well, aren't you the expert on all things OSIR! I've owned this since it was in the $6's and the shorts were in control. They are now hanging on by their fingernails with no real way out. Our shares are held so tightly, that with a few rogue sales, the shorts can take this down a little and make it appear they have some real power. It's smoke and mirrors and a waiting game. As for Ozark ... he has forgotten more about OSIR than you could ever hope to grasp. So, be careful who you disparage and who you call cheerleaders here. You, sir, are the interloper who wandered in ... not vice versa! Have a good day!!

  • minnesotafarmcountry by minnesotafarmcountry May 12, 2015 1:50 PM Flag

    But, in my mind, if you have many days of accumulation in the $2.70-$2.80 range and break out of it to the upside, with little to no retrace on a red market day, I'd say the odds are that you were A) oversold, B) under-valued, C) manipulated down and D) reversing trend yesterday and today! I'm sure "Betty" or "Bretty" will correct me, but ... just sayin'!!

  • Reply to

    Correction

    by pepsiberger May 15, 2015 9:43 AM
    minnesotafarmcountry minnesotafarmcountry May 15, 2015 10:21 AM Flag

    Also, letitgrow ... when someone opines, it is not an indication that they are bashing the company. The stock and the company are not the same. What I said about the targets by analysts as being longer range targets, that is true. Whether or not it turns out that way, is another story! And, speaking of pumping ... calm down!

  • Reply to

    I see $30...then Triple Digits

    by danielsonthegolfcourse May 18, 2015 9:47 PM
    minnesotafarmcountry minnesotafarmcountry May 19, 2015 11:33 AM Flag

    And, shorts had us under their thumb until CNBC shone a little light on this little gem! Soon those that watch technical will be wondering just who/what this little stock that's breaking out is/does! ;-) It is a rare thing in the market when you can have so much confidence in the mgmt. and game plan of a stock you own! We can sit back and watch it unfold! Set it and forget it!

  • minnesotafarmcountry minnesotafarmcountry May 27, 2015 10:46 PM Flag

    jca,
    I bought the secondary in TROV at $4.50 a few short months ago and people were lamenting how mgmt could sell shares at $4.50 when the stock had just traded over $6. Well, a few short months later, TROV is north of $10!!

    Yup, the buyers at these levels are the smartest guys in the room.

  • Reply to

    Osiris has the juice

    by ozark580 Jun 3, 2015 11:01 AM
    minnesotafarmcountry minnesotafarmcountry Jun 3, 2015 11:12 AM Flag

    No worries, oil ... we bought when it was more speculative! They are developing into a global company and have narrowed their focus! Many of the most knowledgeable here are predicting triple digits ... patience required, of course!

  • Reply to

    Trying to close it below

    by truth8360 Jun 17, 2015 12:29 PM
    minnesotafarmcountry minnesotafarmcountry Jun 17, 2015 12:31 PM Flag

    Today is irrelevant! OSIR pps is like trying to keep a beach ball underwater! Can only be done for so long!

  • minnesotafarmcountry by minnesotafarmcountry Jun 16, 2015 10:44 AM Flag

    I've never seen OSIR shares being held so tightly! 7500 shares traded? Even with the market drop, they weren't able to shake any loose! It's going to get interesting if/when any real demand for shares comes in!

  • minnesotafarmcountry minnesotafarmcountry Jun 22, 2015 11:44 AM Flag

    I would suggest NOT responding directly to them, but rather, post a separate, positive post illuminating why you feel as you do and newbies will quickly see the difference in the approaches? JMHO

  • minnesotafarmcountry by minnesotafarmcountry Jun 27, 2015 2:58 PM Flag

    What a wasteland! You've got to ask yourself WHY so many of these creatures have inhabited this board for years when OCAT/ACTC is a pump and dump, fraud, bankrupt, SEC-investigated, kachina doll shill, etc. Amazing the talent they've managed to attract on their SAB and HOW did they scam all of those accredited hospitals and universities to go along with the ruse? Wow, it must involve a major conspiracy. Or, is it just so simple as some have stated ... a lot of people were betting on ACTC closing its doors and good money followed bad into that rat hole. Now, OCAT is included in three indexes, has uplisted to the Nas and about to enter P2 trials. Financing is not an overhang ... I think the risk reward favors going long. But, you all keep up the good work and use your imagination as you create those new basher i.d.s ...