thanks for your usual sightful insight----good luck with AVXL next week also---I've been long NVIV for some time but new to AVXL-hope it has early positive results next wek
I bet that once patient #4/#5 are enrolled and show similar great results that the mainstream media (60 minutes etc) will be spreading the word on what is taking place. The recent "Today" show report was a start but In Vivo spoke to the FDA before it was aired to see if it was okay to proceed with it--in fact other than a small "tweezer" like device that held the scaffold that had "In Vivo" on it-the company wasn't mentioned at all
remain long on AVXL--not sure how to check this---but has there been a lot of "insider" buying leading up to 7/22 recently? has Dr. Missling been accumulating more shares?
Dr. Missling’s (CEO) previously was in charge of financial planning on all aspects of financial strategy and M&A during his time at Aventis (now Sanofi (SNY))--I bet SNY is also going to be watching the presentation on July 22 too---also if AXON (also working on an AZ drug-phase 3) had a big IPO for a drug not still marketed-won't AVXL also get a big "boost" if 2-73 (and ultimately the reported results in the fall) shows efficacy
That was my thought-
Good old Frankie dumping more of his shares--maybe needs more money to get PixarBio up and running prior to its IPO
Also wonder if some announcement(s) are coming up shortly about the enrollment of Patient #4/#5--maybe manipulation by "driving" the price down (dumping shares) in anticipation of this event in order to "ride" cheaper shares back up
both focusing on Alzhemeirs disease (AMBS supposedly has early diagnostic test that still hasn't been marketed)-own positions in both (certainly more in AVXL)--curious if anyone else covering their bets by owning both? which one is the more sure bet in the long run?
Sentiment: Strong Buy
Looking at AVXL--noting some "poster presentation" week of July 20 may drive pps--will do further DD but also very interested in their Alzheimer's drug
Still can't believe we haven't reached the level that was reached prior to the ouster of Reynolds in August 2013 ($6.24 x 4= ~$25)--that price was generated by nothing but "hype"--now we have clear/documented proof the scaffold works (and far better than what this "safety" trial was supposed to show)--I think its going to take the completion of the enrollment of patient #4/#5 and their follow-up results to really convince skeptics
As I recall there were many "naysayers" who were saying that Patient #3 had the scaffold inserted too late after injury to hope there would much (if any) improvement--
--well---so much for that---this is incredible when you consider that many spinal cord injured patients will arrive in the ER with multiple life threatening injuries (ie motor vehicle accidents etc)--hence these patients can spend time being stabilized before the scaffold is inserted and benefit will still be achieved--this is a real "game breaker"
you can be sure the FDA will now work very closely with In Vivo to get the "scaffold + neural stem cell" trial designed--probably a lot sooner than expected too
I expect the pivotal study will not have to involve 50+ patients--I just hope patient #4, #5 get enrolled ASAP--once benefit is confirmed with these last two patients (as it will)-the pivotal study will be expediated--
I'm sure the FDA will be pressured to get this to market (especially since there never has been anything to offer acute spinal cord patients that offered any benefit)
(and as a secondary benefit I'm sure we've heard the last from immansidope)
I would have thought Dr.Theodore (neurosurgeon who implanted the scaffold in Jordan) would be anxious to do it again (especially after his excitement when reporting Jordan's initial results)-and with his centre being among the largest acute spinal injury centres he would be like a "hawk" screening patients who could possilbly fit the criteria to be Patient #4 or #5
sorry meant "pilot" study--if we can enroll the last 2 patients in the next month-we will look back on this one day "drop" as a great opportunity to buy more (wish I had more money to do so)
Juno Therapeutics is up 30% after hours after receiving a $1 billion upfront payment from Celgene---just wait-once the full pivitol study results from all 5 patients are reviewed-you can bet J & J/Stryker will be "pounding" on In Vivo's door to either form a partnership or a buyout (hopefully the former)
why is the SA piece "fluff"--the article spells out the potential of all of SYN's pipeline--outlining what is going on and where in development each drug is at. Why is the potential FDA fast track of SYN-004 so far fetched? I am an internist in a large hospital and I see cases of C Diff colitis almost daily---if SYN's approach works it will revolutionize treatment of this scorge and prevent many deaths--especially in long term care facilities where the elderly are particularly vulnerable to this
Sentiment: Strong Buy
I invested in SYN because even if the Trimesta MRI results disappoint--they have SYN-004/010 and 005--each possibly being $billion dollar markets--?what would the potential pps be if all these drugs are successful??
I work as an internist in a large hospital--I've seen patients die from hospital acquired CDiff infection---does that mean I bought SYN based on "hype"--NO-I've done my DD---this will save lives hence the likelihood SYN-004 will be "fast tracked"
The last thing Dr. Langer has to do is "audition for a Nobel Prize"--his work completely speaks for itself-there are already positive results to report (Jordan/Jesi-Patient #1/#2)-my hope is that through his speech stem cell companies that are attending this conference will approach him (and any In Vivo staff that may be there) about a future partnership
Financing is the only thing I worry about---I'll feel a lot better once a partnership is announced for Trimesta--that would provide more than enough cash to get all SYN pipeline drugs to approval
and as it has been pointed out--that all time high pps ($24,80) was based on nothing but "hype" from the former CEO (Reynolds)--there were no patients enrolled (or even close to being enrolled)-no uplisting at that time---Now we have patients enrolled (and demonstrating neurologic improvement) fully uplisted etc---if "hype" drove this to $24+ then these results/events should be driving the price far above this
Sentiment: Strong Buy