RiverBabe's Baby Biotechs

[peanuts]

DNDN - medicare approved for $90K+ treatment cost

NYMX - technically ripe

Both moved nicely today... DNDN has been especially strong lately

[billyjoe]

"analyses favor fida over vanco" sounds good so far

---------billy

[riverbabe]

Optimer

Adam Feuerstein from TheStreet.com doing live blog on OPTR FDA panel. Watch here to see how these things work:

(OPTR halted pending results) Panel concludes by 4PM, possible repopen in AH or earlier?

http://www.thestreet.com/story/11071489/1/optimer-pharma-fda-panel-live-blog.html

[riverbabe]

River,

OPTR positive news on anti diarrhea drug. How much more would good April panel results add? Maybe another quick 10%?


------------billy

It may be the panel is already priced in. But with positive PDUFA price increase should be stunning, but may be transient. This is the only alternate antibiotic to vancomycin for C. diff. and performs better with far fewer relapses. FDA sees nothing wrong with the reported results, regardless of the (serious adverse effects) SAEs which were no worse than vancomycin. The benefit/risk ratio is in favor of OPTR approval. Even if there is no buyer for the company (unlikely) immediately, this should be a blockbuster drug worthy of a major pharma. (disclosure: I personally knew 3 little old ladies (mothers of friends/relatives) who have died of C. diff. in nursing home. It is so dreadful I don't even care to describe it). (ask your expert)

[billyjoe]

River,

OPTR positive news on anti diarrhea drug. How much more would good April panel results add? Maybe another quick 10%?


------------billy

[riverbabe]

Optr

Go Optimer! FDA likes the antibiotic (4/1). FDA panel meets 4/5. PDUFA date 5/30. I'll hold at least thru the panel and see what happens. If positive also, may hold thru PDUFA. Doubled down on announcement. Now av. @ 12.86.

[riverbabe]

Nymx

Peanuts, can't figure out reason. Lots of speculation on the zoo board. Somebody knows something? I'm gonna wait for news or a big pullback on no news.

[riverbabe]

River,
I think this is the real deal.

http://seekingalpha.com/article/258004-dusa-pharmaceuticals-small-cap-biotech-with-a-healthy-cash-flow?source=yahoo

-------------billy

Hot dang!!! Great growth with TO possibility. Medicis (MRX), are you listening??? daily & weekly: when to buy? watch for pullback?
tried to upload charts, didn't work for some reason.

[billyjoe]

Dusa

River,
I think this is the real deal.

http://seekingalpha.com/article/258004-dusa-pharmaceuticals-small-cap-biotech-with-a-healthy-cash-flow?source=yahoo

-------------billy

[riverbabe]

wow peanuts, I need to look closer at that!

[peanuts]

DNDN - medicare approved for $90K+ treatment cost

NYMX - technically ripe

Hang on to DNDN. Possible bo coming.
NYMX yes looks good. Will look for near term catalyst before buying in again.

How about that EOD move in NYMX?

[riverbabe]

DNDN - medicare approved for $90K+ treatment cost

NYMX - technically ripe

Hang on to DNDN. Possible bo coming.
NYMX yes looks good. Will look for near term catalyst before buying in again.

[peanuts]

DNDN - medicare approved for $90K+ treatment cost

NYMX - technically ripe

[riverbabe]

Thank you.

Interestingly enuf their home office is about 15 miles from my house. Well, it's my father's house actually...

heh I kind of wondered when I saw the Mass. address.

[Louetta]

This is an interesting company that makes in-home, in-clinic and hospital dialysis sytems.....

snip ...

Thank you.

Interestingly enuf their home office is about 15 miles from my house. Well, it's my father's house actually...