RiverBabe's Baby Biotechs

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  • riverbabe
    Senior Member
    • May 2005
    • 3373

    Vphm

    Originally posted by tiedyed1 View Post
    long and strong River.
    Nice one Tie!!!

    Comment

    • Duniyo
      Senior Member
      • Oct 2010
      • 199

      Originally posted by riverbabe View Post
      Duniyo, check out my posts #48, #58 and #59 here re. DCTH. Haven't changed my mind. Holding long term.

      Haven't looked in depth at Kerx, but will later today if I get the chance. River
      Best day ever. made some killings in DCTH I made little over $800. Wow, i am feeling like a pro here.


      ------------------------------------

      Comment

      • riverbabe
        Senior Member
        • May 2005
        • 3373

        Originally posted by Duniyo View Post
        Best day ever. made some killings in DCTH I made little over $800. Wow, i am feeling like a pro here.


        ------------------------------------
        www.duniyo.com/diary
        Good job Duniyo!

        Comment

        • riverbabe
          Senior Member
          • May 2005
          • 3373

          Kerx - Duniyo

          Okay, took a look at Keryx Pharmaceuticals (KERX). They essentially have two products. One is in Phase 2 clinical trials (long time away). The other is in Phase 3 clinical trials under FDA study guidelines (this is good).

          BUT, although part one of the Phase 3 trial (a short term study) is expected to complete in 4Q 2010, the part two long term study will take much much longer -- "Patient enrollment is expected to take approximately 6 to 9 months." and it is a "... 58-week long-term safety and efficacy study initiated today" ("today" was September 29, 2010). It's not clear whether the enrollment period is part of the 58-week study, but I suspect it's not.

          So, bottom line is 6-9 months plus 58 weeks = approx. 1-1/2 to 2 years AND, although the early studies look promising, there is no telling what the long term study results will be. Then they will have some kind of data to submit to the FDA, looking at another maybe 9 months for approval (if granted) of the possible new drug application.

          Anyway you look at it, this is a long term investment. If you really want to play it short term, maybe put in a little coin now-ish on a bet and get out with a quickie profit if the results of the short term study are positive in the 4Q. Otherwise, the next little pops could occur if they report positive study results at various biotech conferences, so watch the conference schedule news on their web site. Any major pops are a long way off around FDA decision. ...all JMHO of course...

          Comment

          • riverbabe
            Senior Member
            • May 2005
            • 3373

            Alxa

            I'm out. The Complete Response Letter does not bode well for Alexza's delivery system for any drug. The Letter said that "The agency also noted that decreases in FEV1 were recorded in subjects who were administered device-only, placebo versions of AZ-004. (my emphasis)
            Last edited by riverbabe; 10-11-2010, 10:23 AM.

            Comment

            • wooish
              Senior Member
              • Dec 2008
              • 499

              ALXA took a dump today. Ouch!

              Comment

              • dmk112
                Senior Member
                • Nov 2004
                • 1759

                Still adding on this pullback on BIOD, there's support around $4 ish so that will be my last add. The PDUFA is 10/30 so there are a few weeks for a run up but time's running low.

                Some others that I'm looking at: MNKD, CADX, MELA.

                ALXA is dead... exactly why I will never hold stock through a decision. The FDA is unpredictable and they seem more clue less than anything. They cited concerns with P1 data but they approved it to P2... makes sense, right?
                http://twitter.com/DMK112

                Comment

                • wooish
                  Senior Member
                  • Dec 2008
                  • 499

                  DMK

                  Just curious, what do u know about BIOD? Are they pending FDA approval?

                  Comment

                  • dmk112
                    Senior Member
                    • Nov 2004
                    • 1759

                    Originally posted by wooish View Post
                    DMK

                    Just curious, what do u know about BIOD? Are they pending FDA approval?
                    Yes, they are... Here is some info below from www.fdacalendar.com

                    Our lead clinical candidate is VIAject™, a very rapid-acting form of injectable human insulin for meal-time use by patients with Type 1 or Type 2 diabetes. VIAject™ is comprised of commercially available recombinant human insulin and our proprietary formulation of ingredients, all of which are Generally Regarded As Safe (GRAS) by the FDA. Our proprietary formulation delivers insulin in a form which more closely resembles the way a normal body uses insulin to help glucose enter the body's cells, providing energy that allows the body to function. Currently, insulin therapies are not delivered quickly enough to simulate the desired meal-time insulin spike. In tests to date, the VIAject™ formulation of insulin promotes a more rapid absorption, which more closely mirrors the effects of naturally produced insulin in non-diabetics thereby providing more effective blood glucose control. This novel therapy is currently undergoing two pivotal Phase III clinical studies. The two studies, one involving 400 patients with Type 1 diabetes and the other involving 400 patients with Type 2 diabetes, are comparing the effects of VIAject™ to Humulin®, the leading recombinant human insulin.
                    http://twitter.com/DMK112

                    Comment

                    • wooish
                      Senior Member
                      • Dec 2008
                      • 499

                      are you holding through approval or just playing the bounce toward the fda approval date but sell before 10/30?

                      Comment

                      • Duniyo
                        Senior Member
                        • Oct 2010
                        • 199

                        Originally posted by wooish View Post
                        are you holding through approval or just playing the bounce toward the fda approval date but sell before 10/30?
                        Holding biod through the 10/30 is naive. The probability of approval is very small. Their data is inclusive at best.

                        What biod management is doing is data smoothing and that is not going to work with FDA.


                        __________________________________________________ ______

                        Comment

                        • dmk112
                          Senior Member
                          • Nov 2004
                          • 1759

                          Originally posted by wooish View Post
                          are you holding through approval or just playing the bounce toward the fda approval date but sell before 10/30?
                          I will sell...
                          http://twitter.com/DMK112

                          Comment

                          • peanuts
                            Senior Member
                            • Feb 2006
                            • 3365

                            I've been buying DNDN lately... waiting
                            Hide not your talents.
                            They for use were made.
                            What's a sundial in the shade?

                            - Benjamin Franklin

                            Comment

                            • peanuts
                              Senior Member
                              • Feb 2006
                              • 3365

                              Originally posted by peanuts View Post
                              I've been buying DNDN lately... waiting
                              Adding to my position this morning. Will be 66% full after today.
                              Hide not your talents.
                              They for use were made.
                              What's a sundial in the shade?

                              - Benjamin Franklin

                              Comment

                              • tiedyed1
                                Senior Member
                                • Jun 2009
                                • 599

                                VPHM keeps going UP!

                                Check out what my little old VPHM has been doing.
                                52 week highs day after day!

                                Is anyone else here enjoying this ride, and how far will it go?
                                (I do not want my over-exhuberance to cloud my exit strategy and any feedback here is appreciated!)

                                -Adam

                                Comment

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