What most retail buyers don't realize but the funds that are still loading up on CEMp do realize is that CEMP is still crazy cheap. $45 is not a pipe dream and $75 in buyout is likely. The key point you made is that you have a safe macrolide in a pill form that will be dispensed in the community setting. No IV, no side effects, no need for hospital. SOLI is a GOLD mine and CEMP will get 6 times sales easily in a buyout.
I love my CEMP. We will never part.
Cemp makes the better buy out but it won't be cheap. It just makes sense to sell the company. There will be huge ,huge,huge sales of this drug and I think the CEMP team is better at developing the drugs and managing the trials. By the way……news coming.
um…that is kind of marginal. Dosing to progression and less toxic is nice for sure. Enough to approve?It Probably is but still a close call for just $300 mill in that 2nd line indication. Thus…….no bid on the stock…..yet. Kind of dead money until May.
They seem to think that since there is no drug that actually has any success that ALDO is a lock even though it is just a little bit better than current therapy. The CEO sounds like a garbage truck deriver I once had in NYC. He is a little rough around the edges. I get the feeling nobody trusts/cares/interested in a "second line" marginally successful drug that is being managed by a rough character who created controversy around his company. It may be small potatoes to most analysts until phase 111 or there is positive confirmation on GBM data. If the binder is delivering to the cancer site ( supposed photo proof) I have no idea why such a strong drug do snt eradicate more cancer cells. Why am I here? I like value plays. At $2.25 it is a little lottery ticket. I don't have a big position and there are 20 bio's I like better but need them to retrace some. CYTR just seems way over sold.
I don't think you are readying the data correctly. It is only 20% more chance than Dox. Cytr is marginally better than Dox in most diseases with better safety. Will that be enough? Maybe. Now GBM is the wild card. If good data is given at ASCO and they start phase 111 and then in mid stage of trial they can give good data they may get early approval. So what should CYTR trade at with this knowledge? Im guessing 3.50. Good data at ASCO…..could get a push to $5 on short covering.
Im a bit confused on the sell off but not surprised. Aldo is not a cancer cure and they are only in phase 11 . I could see FDA giving easy pathways for approval and maybe even accelerated approval midway thru GBM if they have the same ratio's of response in GBM in phase 111. If with100 patients …..and you have 5-10 complete responses and 25 disease topped progression Im pretty sure FDA would accelerate. CYTR is speculative for sure but a small bet makes sense.
Im pretty sure there is only a % applied to possible success of non complicated gonorrehea by Baird and others. That number will move up as each catalyst is met.
Nothing more than selling in to strength after the news on a bad IBB week as ALDO is dead money until ASCO. ALDO will get approved 2nd line as a marginally better therapy. Not a real world beater is it? Looks like a 400 mill yr drug. It will baby step up to $6 by the end of the year unless Brain Cancer comes thru and validates itself. Then you can see $12 easy. Just hold a few shares and come back in the summer.
The market is about" instant gratification". You are both right. ALDo may get approved and make a certain amount of money as last defense in a cple of yrs.. It is early in the trials and it isn't a sexy cure like a lot of new bio are touting so the market says" whats the hurry". It is what it is.
Yes. The FDA will set up phase 111 in a way that benefits Aldo. It is a better drug that with the extension of administered Aldo will keep patients alive twice as long. FDA will use set the bar just right for brain cancer as well. CYTR is getting no love because it is not a cure,not as sexy as Celgene or the new AGIO etc of the bio world. ALDO will eventually be approved to help the "last chance" patients. My only speculative play. Not for widows.
When you go to the grocery do you buy the great products when they are on sale? The ones that are proven and rarely #$%$ sale? That is Cemp if IBB corrects big. Data is out……yet it is undervalued and it may go down when IBB is correcting. That is a recipe for success. MDVN went from 90 to 60 when the IBB last corrected. It had just come out with the great data a week before IBB correction. It went from 60 back to 100 in 2 months. This is a Cemp like scenario if you get that lucky. Cheers
for HIV-Related Kaposi's Sarcoma (KS)
Aldoxorubicin Showed 66% Complete or Partial Responses and No Tumor Progression in KS Patients with Excellent Tolerability
100 Percent of Patients Exhibited Decreased Skin Lesions and a Reduction in Cancer Cells
Huh? The over hang is simple. Most laymen think ALDO is just marginally better than Dox. Its that simple. I see areas where Aldo is worth the bet. Speculative but the price is right.