So it's affecting Calcium metabolism. Quick googling shows that upregulating HGF/c-met induces mineralization: Atherosclerosis. 2011 Dec;219(2):440-7. doi: 10.1016/j.atherosclerosis.2011.08.033. Epub 2011 Aug 26.
Vascular calcification is a major clinical problem and elucidating the underlying mechanism is important to improve the prognosis of patients with cardiovascular disease. We aimed to elucidate the role and mechanism of action of Hepatocyte Growth Factor (HGF)/c-Met signalling in vascular calcification and establish whether blocking this pathway could prevent mineralisation of vascular smooth muscle cells (VSMCs) in vitro.
We demonstrate increased HGF secretion and c-Met up-regulation and phosphorylation during VSMC osteogenic differentiation. Adenoviral-mediated over-expression of HGF (AdHGF) in VSMCs accelerated mineralisation, shown by alizarin red staining, and significantly increased (45)Calcium incorporation...."
This seems backwards. I thought they were inhibiting the hgf/c-met. I think the key is in the patent. Maybe it's down regulating the vascular calcification so other drugs may work for the calcium metabolism for bone.
Taking a stab at this type of analysis (short term), I'd say the sellers were being exhausted. Likely to open down or dip quickly to close higher. One day window.
The "article" follows the statement "Latest Predictions:"
They preface the whole article and say it's a prediction.
That is to say they likely saw an effect but the population or length of time was not enough to make it significant, therefore, they increased the power to help the trend achieve significance.
I don't get the impression that Exelixis is going to sell. At least not soon. Thus, no reason to look forward to it now.
They need drugs on market. That's where the value is.
I'll love the pick but it's not ready... It has great potential but one has to ask why the decline?
I'd love get your take on the QE influence here.
QE1 was done in conjunction with Europe and did the most damage to the biggest holders of US bonds (China saw intense inflation). Brazil (where this company is) is the "6th" highest holder of US bonds and for their size makes it significant and bases their currency somewhat on the dollar..... QE2 and QE3 (ongoing) had less of an impact because Europe and England sat out. I've been bent on foreign stocks like this for a while since the dividends get taxed in the foreign country and then in the US so by the time you get money, it's very little so value driven stocks are the only way to invest in foreign markets atm.
Specifically looking at this, you can see the first big drop occurred in conjunction with QE1 and then began to recover only to tank again at QE2 but to a lesser extent. This is a very common pattern in my book. Looking further, you can see it began to recover only to see QE3 a year after QE2 ended and it's been on the decline since.
I get the impression that you know more about trading stock in general than I do since I primarily value invest. I don't short, etc... But this one I would not quite touch yet but put on the watch list. It could begin to really stabilize as they wind down QE3 which was suggest to begin Nov this year. Whether that is true, I don't know but one QE3 ends, this stock may really have some value ahead of it as their currency recovers and strengthens and at a good entry price. Brazil interest rates are at 11% right now to stave off the inflationary effects the US in putting on their currency and those should drop as QE3 comes to an end which should allow their profits to increase with the easing of their cyclical debt.
I digress... What are your thoughts? Thanks for the blip on the radar.
There is a shorter answer than Ernie’s dance to rationalize an answer. It’s a good question but one that should cause concern.
The short answer is: It won’t stop the mCRPC.
The mechanisms of the cancers differ and once it’s castration resistant, you’re simply looking at survival. The PFS is a not a bar yet. This alone answers the question of why they chose the endpoint.
Thyroid is known to be more treatable because it’s found earlier and thus the bar is higher to begin with.
They are different cell types which means the cellular mechanics differ, it may concentrate the drug differently, etc.
While the mechanisms of these drugs tend to be to shut down the survival strategy of the cells so they can enter apoptosis which in theory could target many different cells, not all cells, tissues, and cancers are created equally so your endpoint has to take this into account.
Whatever.... Volume is flat, the price is holding giving a very weak pullback giving a weak downtrend. With the price increases with volume, that shows us the sentiments of the people holding this stock. They're holding.
I can assure you that "I hear nothing, I see nothing, I know nothing!"
Though, I do expect some news in the coming couple months.
Do they only file when they pass the 5% threshold? i.e. can they continue to accumulate without reporting? I'm assuming there might be multiple thresholds. I'm just curious.
Does that mean they bought some? Sold some? Just felt like reporting? Initiated intent of something? They're allowed to own? I'm a chemist, not an attorney.
Not sure about that. It was a filing for an entity that has 6% interest in the company. It's on their website under SEC filings.
This stock is well within the biotech and started by the well known Al Zaffaroni. It very much as a place here for discussion.
Saltydog on the other hand is a very obtuse patron to the forums with a history of stalking and vitriol directed at a particular person.
If you don't want to see their input, block them.
I'm having trouble seeing how the other spray works. I assume it's the usual type of aerosol. I'm still worried about the single dose aspect. Both compounds are similar. I would have to see the data between them to determine which is likely to be best. I'd suspect that they're close.
If ALXA made it so cartridges could be used and release to the underground a way to mod the device so it can be used for a single dose vaporizer for weed in Colorado and sell the device like a glucose meter, I'd consider buying.