If TTPH can be $40 PPS then CEMP could be $50.
I Love Prabhavathi . She basically said, I have a blockbuster, don't even call me unless its a HUGE number. The 10% short? I could never understand that. I think the short funds just shorted everything thinking the IBB was way over bought. Idiots.
Lets say Cemp are good stewards of Soli and don't over prescribe and sales are only 1.5 billion. Sale of company at 4x earnings would fetch appx. $75 a share. You know doctors will prescribe Soli for every little infecttion as it will be the strongest yet safest Macrolide for community available. Cemp may see 3 billion or more in sales. $19 is so cheap its silly.
End of year profit taking. Funds locking gains on the sweet bio run. Cant blame them. Cemp won't go down much. Cheers
Never fight the tape. Cemp is in the " don't short " phase at this point. Undervalued billion dollar drug company nearing NDA. The typical " short phase 1 data after news" does not apply here. Its the opposite actually as the high short position is scrambling to cover.
1 billion peak seems very low. Z-Pac would be in the mulit billions and Soli is more powerful with much moremore indications. The analyst is probably leaving themselves room for upgrades or not including all indications. Im positive we see higher numbers across the board as children,pregnancy etc are approved
" Please feel free to visit us in North Carolina". I love it !!!!! You never hear that from CEO's. Trustworthy,highly experienced bringing antibiotics to market, just a great person. Thank you Prabha.
This statement adds more value to the PPS than a statement that they trying to sell IMHO. They know they have a powerhouse. But…….a huge offer worthy of their intention is whats hidden in the words obviously.
Understatement of the decade. Oral Take home to partner treatment is HUGE. Cap,non complicated gonorrhea, children, pregnancy, body friendly, IV also. 3 billion drug on sale at $19. WOW.
Infectious bugs are getting stronger and more resistant to drugs. Because of that, a British government-commissioned review released Thursday says these "superbugs" could lead to more than 10 million deaths and a $100 trillion global economic impact by 2050.
The Review on Antimicrobial Resistance states about 700,000 people die from antimicrobial resistant bugs each year right now, but that could grow to 10 million - more than the number of people who die from cancer - if action isn't taken.
The study started in July and was lead by Jim O'Neill, a former Goldman Sachs chief economist. O'Neill was selected by United Kingdom Prime Minister David Cameron.
The review looked at three bacteria already showing concerning levels of resistance - Klebsiella pneumonia, E. coli and Staphylococcus aureus - and three public health issues in HIV, tuberculosis and malaria for which resistance is already a concern.
The funds,bio analysts, etc. all know soli will be approved. The price action verifies it. Antibiotics almost always replicate the phase 11 data. Once phase 111 showed no side effects it was off to the races for Cemp. There are a few very big catalysts coming very,very soon for Cemp that will keep it going higher not to mention the large short position that are trapped here. The 770 mill market cap is still way to cheap for a 2 billion drug. Don't forget, Taksta is a proven drug that will have to be taken for the life of the patient. That info is probably not even priced in to the PPS yet. PPS of 19-26 is coming quicker than you think. The big pharma saved the biggest and last available antibiotic company to purchase last because it will be the most expensive to acquire. That is a large premium that will not be lost in the market. The dips will be small. To trade Cemp you will have to be nimble. I told you that it would be a great Christmas. Cheers
LOl. For now….maybe. The analysts put 1 yr targets usually. They will upgrade when it is confirmed that Soli will be the first line protection in the community setting. Just look at the amount of scrips of Z-Pac per year. Its $$ billions. Soli is 10x more powerful and will be approved for Cap and non complicated gonorrhea which Z-Pac wasn't. Watch Cemp fly when upgrades to $35 are announced.
Cemp will be the new Z-Pak ( not prescribed for CAPD). THE new community prescribed drug for CAPD and non complicated gonorrhea. Thus, the premium to TTPH.S. Pneumoniae is the primary end point in the phase 111 and the main culprit in CABP and Soli kills it dead. The fact that Soli, a macrolide was as comparable to LEVO in phase 11 was actually a little surprise. Soli didn't have to be comparable to LEVO. Soli just needs to be effective in A-Typical CAP. Soli even works on STAFF which other macrolides don't. The study would have been stopped if there were no efficacy. That is why the pop in PPS with large volume on the news. As far as Moxifloxacin is concerned it will match Soli in test but it will have a lot of side effects in the study. It has black box on insert.That will hurt that arm of the study. If Soli matched LEVO it will certainly match Moxi. The FDA is creaming their pants for a new more powerful Macrolide. And soli is it.
Yes. Cemp will make a the same type of move but I think CEMP will move before the data is released.To be more specific…….The primary outcome analysis in both Phase 3 trials is non-inferiority in the early clinical response rates . Early clinical response rate is defined as improvement at 72 hours after the first dose of study drug, in at least two of the following four symptoms: cough, shortness of breath, chest pain and sputum production in the Intent-To-Treat (ITT) population. Soli should have no problem hitting the primary outcome as Soli is highly effective in all 4 pathogens. And Soli will blow Moxi away in secondary as this includes tolerability.