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Cempra Inc Message Board

pharmajedi 154 posts  |  Last Activity: May 27, 2016 11:08 AM Member since: Feb 2, 2012
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  • Reply to

    There goes da pumping

    by pharmajedi May 24, 2016 6:28 PM
    pharmajedi pharmajedi May 27, 2016 11:08 AM Flag

    Notice how none of the pumpers answered the question of distinguishing promotion of Soli based on approved label. The JP trial will show statistical NI against comparator in P3 trial with similar safety signals as US P3...,,very boring. Pumpers want gullible investors to believe Soli is the greatest drug ever developed....forget that the drug came from a small company that couldn't license to a big pharma. Cemp can't get drug licensed for US/EU cause nobody sees value in a me-too macrolide/ketolide.....

  • pharmajedi by pharmajedi May 24, 2016 6:28 PM Flag

    For trash me-too product and company. Ok Einstein Longs, tell me how the approved label will separate Soli from the competition? You do realize 200-300 sales force costing hundreds of millions can only promote based on approved label.....And I guarantee you approval already priced fully in at this value.

  • Reply to

    Why is Cemp moving today?

    by fastboat43 May 20, 2016 11:15 AM
    pharmajedi pharmajedi May 20, 2016 2:49 PM Flag

    solid as NI trials showing similar efficacy and safety outcomes. Solid as licensing Soli from a now defunct small company that could license to bigger company. Solid as no US/EU partner even with topline results available for quite some time now. But most importantly solid as the many, many ABXs having similar treatment outcomes wth no key significant advantage.....yeah that's very solid, LOL

  • Reply to

    Who created this drug they are trying to sell?

    by bridgejumper08 May 11, 2016 10:05 PM
    pharmajedi pharmajedi May 17, 2016 7:44 PM Flag

    Never stated that. Warning labels are very common these days and wouldn't be surprised post approval side effects associated with Soli come about. The major reasons Soli won't succeed (as I have always since day one stated) are: it's a me-too ABX with no significant differianting features (yes it's slightly more potent in vitro versus macrolides but not relevant in clinic....why not do a head-to-head trial with Azithromycin and see where chips land); lots, I mean lots of other ABXs that work acceptably well in CAP indication; go at it alone commercialization strategy is not smart and will doom company....and lastly market cap is still in nose bleed valuation

  • Reply to

    Who created this drug they are trying to sell?

    by bridgejumper08 May 11, 2016 10:05 PM
    pharmajedi pharmajedi May 17, 2016 3:47 PM Flag

    Rare side effects not illustrated in large trials have been known for many years......pumpers always try to discredit the real facts....

  • Reply to

    Who created this drug they are trying to sell?

    by bridgejumper08 May 11, 2016 10:05 PM
    pharmajedi pharmajedi May 16, 2016 4:35 PM Flag

    Yet not risky enough for CAP and to allow in large trials as comparator. Pumpers continually hype any perceived advantage (in this case falsely perceived) to drive pps up. These side effects are rare folks and not ascertained in clinical trials. Just wait for that rare side effect to be associated with Soli.....you already see these...elevated liver enzymes!

  • Reply to

    Who created this drug they are trying to sell?

    by bridgejumper08 May 11, 2016 10:05 PM
    pharmajedi pharmajedi May 13, 2016 5:11 PM Flag

    Sssh! Longs don't want any one to know where this me-too drug came from and why no US partner

  • Reply to

    It's all Cempra now

    by swingtrade14 May 13, 2016 12:18 PM
    pharmajedi pharmajedi May 13, 2016 12:31 PM Flag

    Keep on pumping. The warnings on rare side effects for FQs for chronic uncomplicated infections have been known for quite a while. Risk benefit for CAP is still very positive. There are very good reasons why Soli does not have a US partner yet.....reasons I have mentioned many, many times before!

  • How low will this go? More fully deserved pain for Longs...

  • Reply to

    I agree poor timing but,,,,,

    by invest2rest May 7, 2016 4:35 PM
    pharmajedi pharmajedi May 10, 2016 5:05 PM Flag

    there is absolutely zero smarts here....you guys realize the drug discoverered by another small company (now defunct) and was licensed in. Monkeys can do want cemp did with this one. Correction Monkeys would design better trials and increase share value not destroy it.....

  • Reply to

    AH Sales Agreement With Cowen??

    by golongin2008 May 6, 2016 10:10 PM
    pharmajedi pharmajedi May 10, 2016 4:59 PM Flag

    tisk, tisk, tisk....poor Longs and there delusions. Wait I don't feel one bit sorry for them and their greed. This is just icying on the short case since we all know the fair value of Soli is much much lower. Since day one I warned all Longs (even the recent converted Longs to Shorts) about Praba phony ceo ability and car salesman approach....oh but wait on that "keep fingers crossed" hope. As I said many times before Longs are like akin to a batter spouse...

  • and should have sold in 40s/30s like Praba did. I have always been right about CEMP and the pps partially reflects this. Once the market cap hits 200-250M then it will be fairly valued. Always trust the force.... the stock market forces that is, LOL

  • Reply to

    Why would anyone be happy with management?

    by johnces1313 May 5, 2016 12:53 PM
    pharmajedi pharmajedi May 5, 2016 3:36 PM Flag

    "Prabha and her team have NEVER tried to overstate and over-market what they are doing." You can't be serious, some of the things that pumper say makes me LMAO....the way Praba talks and pumps Soli wants to con every one into believing it's the greatest ABX discovered and can cure all other sorts of ailments, lol.

  • Reply to

    Bye

    by options_leaps May 4, 2016 10:25 AM
    pharmajedi pharmajedi May 4, 2016 12:14 PM Flag

    LMAO..You really need to look in mirror for a reality check....."Most of the posts are now mad by idiots that I wouldn't give a moment of my attention in real life..." Idiot Arrogant pumper to the extreme that thinks what they say is the end all and that in some charmed special way they know true fair value.....Idiot!

  • pharmajedi pharmajedi May 4, 2016 12:03 AM Flag

    what a bunch of #$%$!!! If you believe this, you deserve to lose all your money.

  • pharmajedi pharmajedi May 3, 2016 4:59 PM Flag

    Presenting the facts seems to annoy pumpers...jeez wonder why?

  • pharmajedi pharmajedi May 3, 2016 4:55 PM Flag

    Just remember, current value of Soli is near 1 Billion (Taksta is #$%$)....valued as already block buster market pnetratoin....risks heavily to the Long side!! CEO already sold shares in the 30s though...LOL

  • pharmajedi pharmajedi May 3, 2016 4:44 PM Flag

    The problem with Soli s that there is no clear advantage for Soli to capture market share based on NI studies for efficacy and safety. The fact is Soli is just another macrolide/ketolide deivative of existing macrolides. The management pumpers want you to believe that FQs are not safe and that other ABXs such as macrolides and beta-lac tams are no longer effective and thus can't be trusted to do the job. Let's evaluate the FQs, while it is true some carry warning labels for certain side effects that did not show up in large scale trials, these side effects are very rare and the benefit/risk does not change bbased on these rare occurrences. The fact is the FQs continue o be widely used and well tolerated across patient populations after millions upon millions successful treatments. Soli's P3 trial even uses a FQ.....wouldn't it be unethical for FDA to allow this given the risks that are being pumped by company. And then there are macrolides and betalactams again used millions of times but yet there is no clear definite treatment failure data due to resistance in clinic or across patient populations. If these old ABXs are no longer effective due to resistance the FDA would force warning labels to mitigate impact to public health? There will always be treatment failures to all ABXsfor a variety of reasons.....however resistance to effective in vivo concentrations of AZI has not been validated. Again, I dare Cemp to run a head-to head trial against AZI and see where the chips fall. As some may know, although AZI may not be as potent n vitro, AZI clinical PK is the best above any macrolide including Soli. And bottom line PK/PD parameters are the best correlation to efficacy and AZI ranks the best in his category.

    Based on continued use of existing effective and cheap generic ABXs, do Pumping Longs really think Soli will just take market share and payers will be willing to pay for me-too drug based NI studies? Fools gold here!

  • 1. There is clearly concern by analysts about payer situ and no real good answers by company. Big red flag when the response is overall value of drug to convince payers and hospital formularies.
    2. No real answer to the question of current treatment failures/retreat rates by existing ABXs. The fact is company is relying on anecdotal evidence to support false superiority of Soli in overall cure rates. Guarantee head to head with AZI would should NI in terms to cure rates.
    3. Sad that Praba is still trying to pump Taksta....zero value drug!
    4. 300 sales force....ouch....get ready for more stock offerings. Very telling about partnering response...that big pharma would wait until after approval. This is a false premise!
    5. All in all very comfortable with short position.

  • Reply to

    Doubling down for big drop after Monday

    by pharmajedi Apr 29, 2016 12:41 PM
    pharmajedi pharmajedi May 2, 2016 3:03 PM Flag

    The pps action further speaks to my thesis on Soli and limited market given the competition of existing ABXs that work as well overall....

CEMP
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