Aegerion Pharmaceuticals, Inc. (AEGR) Message Board

settoplunge 438 posts  |  Last Activity: May 18, 2013 9:16 PM Member since: Dec 16, 2008
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  • settoplunge by settoplunge May 18, 2013 9:16 PM Flag

    Another company is developing a two month slow release implant of a generic dopamine agonist to treat Parkinson's.

    Per their 10K: they held a meeting with the FDA and "based on this meeting, we believe that we can submit an NDA under Section 505(b)(2) of the FDCA and that the FDA may require only a single successful pivotal Phase III clinical trial for approval."

    Can Titan run one P3 trial to get their ProNeura implant approved?
    What is Sunil waiting for?
    Titan has $17 million. Why not advance the Parkinson's program?
    He will burn all the cash in a year and shareholders will have nothing to show for it.

  • Reply to

    the blood plasma level

    by jrange7798 May 5, 2013 2:01 PM
    settoplunge settoplunge May 5, 2013 2:29 PM Flag

    Did Bayer run a trial with patients taking 1 aspirin per day?
    and
    A trial with patients taking 2 aspirins per day?
    and
    A trial with patients taking 3 aspirins per day?
    and
    A trial with patients taking 2 aspirins at one time?
    and
    A trial with patients taking 4 aspirins at one time?
    and
    A 100 more trials with other possible variations to determine the proper dosage and plasma levels?

    DID THE FDA REQUEST THAT OF BAYER?

  • settoplunge settoplunge May 5, 2013 1:41 PM Flag

    They could buy some shares in the open market now and push the pps higher and then make a tender offer for the remaining shares. That would save them $millions.
    Let's say that they could accumulate 25M shares at an average price of .80.
    Their total acquisition price would drop by abut $50M.
    That's a strategy that they could pursue.

    Once they acquired about 5M shares, they would have to disclose it, and the pps would spike.
    So it's doubtful if they would be able to buy 25M shares at an average price of .80.

  • settoplunge settoplunge May 5, 2013 1:30 PM Flag

    MAPP shareholders didn't sell after the CRL.
    TTNP shareholders were chicken sheets.

  • If after the FDA meeting, Braeburn is confident of approval, an acquisition of Titan at $3 makes sense.
    $3 per share would be about $300M. Braeburn would no longer have to pay Titan a $50M milestone upon approval nor the potential $165M of sales and regulatory milestones. So the net acquisition price would be between $85M and $250M. Braeburn would also no longer have to pay Titan a double digit royalty.

    On $300M of Probuphine sales and a 50% profit margin, Braeburn would recoup its acquisition cost in less than a year. The profit in all the other years would be gravy. Braeburn would also be getting the pain and Parkinson's indications for free. It could be a massive windfall for Braeburn.

    Are Sunil and Rubin smart enough to negotiate a good deal for shareholders?

  • "Theravance ($THRX) plans to break apart into two publicly traded companies.

    The South San Francisco-based biotech announced Thursday afternoon that the separation would result in one company dubbed Royalty Management. That company will take over Theravance's late-stage respiratory drugs partnered with GlaxoSmithKline ($GSK) and potential royalty revenues from the breathing-disorder meds Breo/Relvar, which FDA advisers endorsed for approval in COPD this month, as well as Anoro and vilanterol (VI) monotherapy.

    Royalty Management, which is expected to change its name at a later time, will take on Theravance's convertible notes and milestone payments owed to GSK based on approvals of Breo/Relvar and Anoro, for which GSK has filed for approvals in the U.S., European Union and Japan. The Royalty group would also keep Theravance's operating loss "carryforwards," which can be used to reduce tax burdens on future profits."

  • 233,000,000 fully diluted shares outstanding.
    That's 932,000,000 shares before the last reverse split.

    30 years and a BILLION shares and we're still only in Phase 2?
    Can you say SCAM?

    And now management wants to increase the authorized shares to 600,000,000.
    That's equivalent to 2.4 billion shares pre the 1 for 4 reverse split!
    Get out the vaseline, baggies.

    Management knows how to print shares and pay themselves $millions in compensation.
    They have yet to figure out how to advance a drug to Phase 3.

  • Reply to

    3 SCAM Companies: CTIC, HEB, INO

    by hugochazev Apr 13, 2013 2:26 PM
    settoplunge settoplunge Apr 15, 2013 4:29 PM Flag

    How do you tell one from the other?

  • Reply to

    Facts Are A Stubborn Things

    by settoplunge Apr 15, 2013 4:27 PM
    settoplunge settoplunge Apr 15, 2013 4:29 PM Flag

    That's precious! INO has a partnership agreement to potentially receive royalties from its own subsidiary.

    Observe the following three rules you'll never again have to watch you stock drop from $50.00 to $00.50:
    1) NEVER buy a stock that has had more name changes than Elizabeth Taylor had husbands.
    2) NEVER buy a stock that has had a reverse stock split.
    3) NEVER buy a stock that had 44 million shares in March 2009 and 233 million shares in March 2013

  • settoplunge by settoplunge Apr 15, 2013 4:27 PM Flag

    Inovio which was formerly Concord Energy, United Safety Technology, BTX Inc., Genetronics and numerous other names is really VGX Pharmaceuticals? Is that the brilliant spin? Let's sweep Inovio's sordid history under the rug and let's go with the thesis that Inovio is really VGX.

    What do we know about VGX? It was founded in 2001 as Viral Genomix and then changed its name to VGX Phrmaceuticals. In 2005, Inovio acquired an equity interest in VGX. In 2007, VGX's lead drug, PICTOVIR a/k/a VGX-410c failed in P2 and further trials were discontinued. In 2009 Inovio held a 19.65% equity interest in VGX and the two companies agreed to merge.

    VGX is what you are crowing about? You might have a better case arguing that Inovio is really Concord Energy.

    Inovio now owns a 30% interest in VGX International, a company that was founded in Korea in 1976. Its lead drug for the swine flu is in P1. It has taken VGX 37 years to get a drug into P1. VGX and Inovio are a match made in heaven. When the swine flue makes a reappearance 40 years from now, it will be huge for INO!

    In Oct. 2011, the following announcement was made:
    " -- Inovio Pharmaceuticals, Inc. (NYSE Amex: INO), a leader in the development of synthetic vaccines against cancers and infectious diseases, announced today that it has entered into a product development collaboration agreement with its affiliate, VGX International Inc. (KSE:011000), to co-develop Inovio's SynCon® therapeutic vaccines for hepatitis B and C infections.

    Under the terms of the agreement, VGX International will receive marketing rights for these vaccines in Asia, excluding Japan, and in return will fully fund IND-enabling and initial phase I and II clinical studies. Inovio will receive payments based on the achievement of clinical milestones and royalties based on sales in the licensed territories and retains all commercial rights in all other territories."

  • Reply to

    For All the INO Pumpers:

    by settoplunge Apr 11, 2013 7:53 PM
    settoplunge settoplunge Apr 13, 2013 10:26 AM Flag

    How much is a FAILED Hep C program worth?

    "The cards are down for Inovio (INO) investors after the company announced negative data from its collaborative clinical trial with ChronTech AB of Sweden on a Hepatitis C vaccine. Namely, the company reported that the initial results did not show a statistically significant difference between treatment outcomes of the vaccinated and non-vaccinated groups."

    YOU SHOULD KNOW BY NOW, INO HAS NEVER ADVANCED A DRUG PAST P2.........30 YEARS AND COUNTING!

    "Inovio Pharmaceuticals, however, caught my eye a while back when it started making overly positive statements about a platform (DNA vaccines) that has failed repeatedly in Phase II human trials. As a reviewer for dozens of scientific journals, it is my opinion that Inovio's scientific team is not up to the task of designing an appropriate clinical trial to meet its stated outcomes. Furthermore, I fail to understand why the company repeatedly uses such low sample sizes that are statistically questionable, especially when the diseases in question are not rare. In conclusion, I think this recent press release should raise significant questions for investors holding out hope that Inovio will right the ship. I humbly suggest that investors steer clear of this company, as its press releases beg more questions than they answer."

  • Reply to

    For All the INO Pumpers:

    by settoplunge Apr 11, 2013 7:53 PM
    settoplunge settoplunge Apr 11, 2013 8:01 PM Flag

    I'd put my money on Hugo, INO looks like dung, if not an outright scam.

  • Reply to

    For All the INO Pumpers:

    by settoplunge Apr 11, 2013 7:53 PM
    settoplunge settoplunge Apr 11, 2013 7:59 PM Flag

    Let's play rearranging deck chairs. Is that a fun game?

    Inovio which was formerly Concord Energy, United Safety Technology, BTX Inc., Genetronics and numerous other names is really VGX Pharmaceuticals? Is that your brilliant spin? Let's sweep Inovio's sordid history under the rug and let's go with the thesis that Inovio is really VGX.

    What do we know about VGX? It was founded in 2001 as Viral Genomix and then changed its name to VGX Phrmaceuticals. In 2005, Inovio acquired an equity interest in VGX. In 2007, VGX's lead drug, PICTOVIR a/k/a VGX-410c failed in P2 and further trials were discontinued. In 2009 Inovio held a 19.65% equity interest in VGX and the two companies agreed to merge.

    VGX is what you are crowing about? You might have a better case arguing that Inovio is really Concord Energy.

    Inovio now owns a 30% interest in VGX International, a company that was founded in Korea in 1976. Its lead drug for the swine flu is in P1. It has taken VGX 37 years to get a drug into P1. VGX and Inovio are a match made in heaven. When the swine flue makes a reappearance 40 years from now, it will be huge for INO!

    In Oct. 2011, the following announcement was made:
    " -- Inovio Pharmaceuticals, Inc. (NYSE Amex: INO), a leader in the development of synthetic vaccines against cancers and infectious diseases, announced today that it has entered into a product development collaboration agreement with its affiliate, VGX International Inc. (KSE:011000), to co-develop Inovio's SynCon® therapeutic vaccines for hepatitis B and C infections.

    Under the terms of the agreement, VGX International will receive marketing rights for these vaccines in Asia, excluding Japan, and in return will fully fund IND-enabling and initial phase I and II clinical studies. Inovio will receive payments based on the achievement of clinical milestones and royalties based on sales in the licensed territories and retains all commercial rights in all other territories."

    That's precious! INO has a partnership agreement to potentially receive royalties from its own subsidiary.

    Observe the following three rules and you'll never again have to watch you stock drop from $50.00 to $00.50:
    1) NEVER buy a stock that has had more name changes than Elizabeth Taylor had husbands.
    2) NEVER buy a stock that has had a reverse stock split.
    3) NEVER buy a stock that had 44 million shares in March 2009 and 233 million shares in March 2013.

  • Reply to

    For All the INO Pumpers:

    by settoplunge Apr 11, 2013 7:53 PM
    settoplunge settoplunge Apr 11, 2013 7:54 PM Flag

    More from Hugo:

    "In 1979, INO was a Canadian company, Concord Energy. Then it became United Safety Technology. After that it was Consolidated United States Technology. In 1983, when biotechs were hot, it morphed into Genetronics Biomedical and hyped its electroporation technology.

    In 1999, the Company conducted two P2 trials using its electroporation system and 22 million shares were outstanding. Fast forward 24 years to 2013, the Company is now known as Inovio, and it is still only in P2 peddling its failed electroporation technology, but now the share count is the equivalent of over 900 million shares.

    We are speaking about a Company that has camouflaged its past and a Company that has inflicted hundreds of millions of dollars of losses on trusting investors.

    In 5 years, will the Company be reincarnated as a green energy company or will it still be in P2 peddling its 30 year old failed electroporation technology to a new crop of unsuspecting investors?"

  • settoplunge by settoplunge Apr 11, 2013 7:53 PM Flag

    as posted by HugoChazev:

    "I'm also excited about INO's potential, the potential for the stock to continue to be massively diluted while the pps sinks to new lows.

    The Company was founded 30 years ago, yet it's most advanced vaccine is in P2. If that doesn't raise red flags for you, then how about the massive dilution? The fully diluted share count is 233 million, and that's after a 1 for 4 reverse split!

    The CEO's compensation the past year was nearly $1 million and the top four executives received $2.4 million. They might be the only humans who have made money in INO. Shareholders have watched the stock price crater from $50.00 to $0.50.

    Five years from now, if the Company gets a vaccine approved, will it even matter? At the current burn of $20 million annually, there will be north of 500 million shares outstanding then. Management is prepared for that eventuality and asked shareholders to approve an increase in the authorized shares to 600 million.

    The significant potential that is evident in INO is for shareholders to continue losing money, as they have for the past three decades."

  • Reply to

    ACAD from $1 to $12

    by pukealo Apr 11, 2013 12:50 PM
    settoplunge settoplunge Apr 11, 2013 7:40 PM Flag

    What you don't understand is that ACAD's drug, which probably won't get approved, is for Parkinson's patients with psychosis. TTNP had Fanapt approved for the $40 billion psychosis market. TTNP didn't reach a market cap of $1 billion. There are some 8 approved drugs for psychosis and several generics. ACAD wants to market its drug to a small subset of the psychosis market, just Parkinson's patients with psychosis. ACAD is late to class and last in class.

    So the market for Pimavanserin is $400 million and they are no way close to approval.
    The market for Probuphine is estimated to be $400 million out of the total market of $1.5 billion.

    There is potential for $1 billion in sales for Alzheimers?
    There is the potential for $1 billion in sales of Probuphine for chronic pain.

    ACAD is no where near approval and TTNP is on the door step of approval.
    TTNP will be marketing a drug that has already been approved (buprenorphine).
    ACAD's drug might be unapprovable.

    Either ACAD is grossly overpriced or TTNP is grossly undervalued, or both.

    There are lots of "ifs" with ACAD, your dissertation listed a half dozen of them.
    I wouldn't pay a billion dollars for "ifs", even with your imaginary money.

    Hey, PATH has an approved drug for migraines.
    Do you know what the market size is for migraine treatments and what PATH's market cap is?

    You can shove you foolish ACAD pumps up your pipe an smoke it.
    ACAD will be back to $1 on the CRL, if they ever file a NDA.

  • Reply to

    ACAD from $1 to $12

    by pukealo Apr 11, 2013 12:50 PM
    settoplunge settoplunge Apr 11, 2013 5:00 PM Flag

    Anybody who toots his own horn while at the same time slapping himself on the back is a blowhard and a loser who deludes himself and tries to impress other without success.

  • After approval on April 30th, Titan should run a small P2 trial and then file for expedited approval.

    Once the delivery system and buprenorphine for addiction is approved, extended trials won't be needed.
    If ACAD can file for expedited review for its pos drug, TTNP certainly should be able to.

    ACAD's market cap increased by $400M today on the news that they "plan" to file for expedited review.

    Come on Sunil, you've got cash now, start the Parkinson's and pain trials!
    Get off your fat butt, let's see some advancement of the pipeline.

  • Patients are allowed to fill prescriptions for Suboxone and easily divert it.
    Why doesn't the FDA crack down on Suboxone instead of proposing a tough REMS for Probuphine which is difficult to divert. A patient would have to dig the rods out of his arm and then try to separate the buprenorphine from the EVA.

    The FDA is concerned about the unlikely diversion of Probuphine but not about the prevalent diversion of Suboxone?

  • Reply to

    Seeking Alpha Article

    by settoplunge Mar 20, 2013 8:36 AM
    settoplunge settoplunge Mar 20, 2013 8:57 AM Flag

    It's time to read some reasoned facts.

AEGR
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