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  • Straight Talk From Allon Therapeutics CEO Gordon McCauley [View article]
    Read my original article on Allon and get very familiar with primary endpoints for PSP. The previous studies and pre-clinical data, should be devoured.

    Just remember, $npcuf.pk market opportunity is greater that $srpt. See how $srpt was trading under a $1.00 a few months ago and data cured all ills.....to win it you have to be in it.....Good luck!
    Oct 5 09:31 AM | Likes Like |Link to Comment
  • Straight Talk From Allon Therapeutics CEO Gordon McCauley [View article]
    Thanks for posting it. VERY Important difference

    12 weeks for neurodeneragitive study can be nothing BUT SAFETY study.

    Anyone drawing conclusion after 12 weeks doesn't understand brain disorders.

    Safety was superb hence Allon went for highest dose.
    Oct 5 08:42 AM | Likes Like |Link to Comment
  • Straight Talk From Allon Therapeutics CEO Gordon McCauley [View article]
    Thanks for the compliment. I agree it would trade much higher on NASDAQ. Not sure $5.00, thats too optimistic :-) Most definitely in $1.50-$2.50 range.

    As CEO said, data cures all ills and you have to be "in it, to win it."
    Oct 4 07:47 AM | Likes Like |Link to Comment
  • A Little Known Biotech With A Big 2012 Event: Introducing Allon Therapeutics [View instapost]
    I have completed the interview with CEO and will share that shortly. Thanks for your interest.
    Sep 25 02:37 PM | Likes Like |Link to Comment
  • A Little Known Biotech With A Big 2012 Event: Introducing Allon Therapeutics [View instapost]
    See their investor presentation in the links attached. It is 70% institutional ownership.
    Sep 25 02:35 PM | Likes Like |Link to Comment
  • A Little Known Biotech With A Big 2012 Event: Introducing Allon Therapeutics [View instapost]
    Thank you so much for your comments and these are good questions. Remember I myself was a big bear (not dharma bear!) for the first several months.

    In order to better answer your question, one must first understand that the previous trial was

    1. Exploratory
    2. Should have had safety as a Primary End Point
    3. They should have not come up with a complex Z score based on 5 tests that should not have been combined to begin with (you are an engineer and so am I, so you understand that)
    4. If left as secondary measures, out of the 5 measures, 2 were statistically significant, 1 numerically meaningful and 2 not significant.
    5. Read my article carefully for 70%, it says to market, see how I break it down, PSP is an awful disease and patients and families want an answer that is clinically meaningful. Based on pre-clincal data, clinical data and PSP pathology, I handicap seeing a clinically meaningful data.
    6. This will be a 20 bagger on success and cash+IP on failure. Trade at your own risk tolerance.
    7. If they get a partnership with Big Pharma before the data, that would move the stock big and reduce the downside risk.

    Best and thanks for thoughtful questions.
    Sep 25 07:59 AM | Likes Like |Link to Comment
  • A Little Known Biotech With A Big 2012 Event: Introducing Allon Therapeutics [View instapost]
    Thanks for your time and reading my first stock story. More interesting ideas will be shared, off the beaten path or overlooked names in the future. Trade Smart.

    Sam
    Sep 24 04:14 PM | Likes Like |Link to Comment
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