LoL .. I don't like the deal , but very good odds ALBO Japan deal meets .. Make sure you sell at 60 cents then on that news .. Split adjusted .. I will vote NO
Anyone has thoughts on this ? Are they going to change drug or perhaps something new that they are not telling?
Again why not a straight phase 3
If so, almost no risk except for some money for astellas to unblinded first 100 and better fine tune the end point for phase 3 .. There are billions at stake for astellas on this drug
Dave Miller is study lead and he is one of most experienced in the world on these studies .. He led several GOG studies .. While, it is difficult to know what the outcome is due I a large number of sites involved in the study , do you guys think Dave has a pretty good idea of outcome at this point ?
Standard of care is now surgical resection followed by radio therapy and Soe cases brachytherapy
If it advances , it is taxane AND platinum chemo
If it still recurs or advances, then prognosis is not good with median OS of only 7 to 9 months
The combined zoptrex is doing 12.5 months ..
I used to think a lot .. But I think best they can do if PFIC in 2019 .. hoe many can they get on that and Lum001 got breakthrough designation and both could be pssibly be approved by then
I am thinking at most they get 1000 patient on it in 2021 .. That is best case scenario .. Most likely around 500 .. Who would pay $350,000 for this ?? .. Maybe around $75,000 per patient .. So, peak sales of $75M .. But they need cash before then and you have two ASBT inhibitors there
The truth is Biod mange meant had no knowledge of liver biz to make this deal
Best is this deal falls through
June 16 .. Anyone can confirm this . It was the only competition left in CMV
Clinical trial number is
Looks possible .. As traders seeing missing gains like that if Gale .. A quadruple .. ACAD , a double .. They will look to other names .. AEZS fits the bill for a potential $70 stocks by years end if Zoptrex shows a 3 months survival advantage for patients with advanced or recurrent endometrial that have already completed a taxane AND platinum treatment
When there was a threat that Cmrx would take over the market , it made some sense .. But now , only one antiviral is left also due q4 2017 .. But that one does not promise cure all like Cmrx , so it can not replace a vaccine .. That leaves astellas vical drug as only one out there for the foreseeable future
To get a higher chance of success per endpoint .. They are now enrolling about 80 a quarter .. Why not take your time and delay for a quarter to increase your odds ... This is a. Big deal and have invested too much time and money for astellas
It's market cap for combined is $66M with $30M net cash .. It is not trading under cash if we vote Yes .. It is good price here and my bet is it will trade 45 cents to 50 cents sometime this year .. But it is not taxing under cash and burn is gong to be about $6M a quarter
Albireo hired a high profile name Ron Cooper in sept 2015 to bring cash into this company .. After Ferring pharma backed out of deal with Albireo, the original investors were not willing to pay much cash to sustain he company which is Already $5M in debt
So Ron was hired to facilitate ipo which they could not do, instead he sold 1/3 for Biod cash of ..
We are better off to Vote NO
I have read a lot about their drug, which is anASBT inhibitor
There are papers that shows redirecting bile to colon is carcinogen .. It has shown in rats model that 70% got colon cancer with ASBT inhibitors versus none .. I am not sure if FDA will ever approve that for constipation and might be the reason getting pharma backed out of licensing deal .. Even though. On surface was not drug was that it was not drug related
As for PFIC, it is a much smaller market than 3000 patient in USA .. It is about 40to 80 birth in USA and heavily heriditary Amish community .. If A4250gets approved , so will lum001 .. Two drug .. The equivalent to this drug is not PEBD, but rather a partial bypass surgery .. Evidence shows it works for first year but effect goes away afterwards