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KarinCA  

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  • Cellceutix Overvalued By 90-99% [View article]
    someconcerns... I agree with you about Leo and Dr Menon earning their bonuses. The pipeline and it's progression can’t be ignored. I'm not one to usually get into numbers, but, if you are a numbers person wanting to value a clinical stage biotech company it seems one would have to discuss the pipeline. Cellceutix CTIX has three drugs in four trials right now. http://1.usa.gov/1CCGluY

    The drugs that have reached clinical stage (human testing) should be valued based on potential future revenue. The drug that's furthest along in clinical trials should be the most valuable. Brilacidin is clearly ahead in trials since the company is in meetings with the FDA about starting a phase III trial. If the author looked closely at Brilacidin he’d have seen this drug is a platform in itself with many potential usages. I’d like to see a numbers guy forecast a value for all of its potential usages. There are no guarantees in Biotech investing, but, you should be able to invest on probability. Forecasting of potential future sales of each drug in human trials is what most number crunchers do with biotech. Assumptions about market potential need to be made first. This can’t be done without studying the pipeline.

    Brilacidin’s future value should be compared to Daptomycin's current value in the treatment of ABSSSI. That alone puts the potential value higher than the current share price. Daptomycin is generic for Cubicin and the patent expires in 2016. Yet, Merck just purchased Cubist (owner of Cubicin) for $8.4 billion plus assumption of debt. http://reut.rs/1w5diso

    Cubicin is Cubist’s principal source of revenue according to the last 10Q from 11.7.14 http://1.usa.gov/1w5disr

    The Brilacidin phase IIb that just completed went head to head with Cubicin (daptomycin) with results that were comparable to the FDA-approved seven-day dosing regimen of daptomycin. Brilaciding dose was once for one day. Brilacidin should take over that market. Info on Brilacidin: http://bit.ly/1yopPNF

    FDA has ok’d the start of Prurisol (psoriasis) Phase II. http://bit.ly/1w5dk3L

    Kevetrin (oncology) is in a Phase I trial at Harvard Cancer Center’s Dana-Farber Cancer Institute and partner Beth Israel Deaconess Medical Center. It’s in or soon to start cohort 10. Safety appears to be a non issue.

    The University of Bologna in Italy plans on testing Kevetrin for efficacy against Acute Myelogenous Leukemia (AML). The planned Phase 1B is a multi-center, open-label, dose optimization trial with Kevetrin, administered intravenously with Cytarabine administered either subcutaneously or intravenously. The University of Bologna will source the funding for this trial and plans to initiate the trial once a higher MTD is achieved in the Phase 1 trial conducted at Dana-Farber. http://bit.ly/1w5dist

    It’s a good thing the company keeps shareholders up to date as the company progresses. Not all companies do. I for one, appreciate them.

    It’s a beautiful day out and I’m leaving the computer. I could go on and on with other Brilacidin applications along with Kevetrin and Prurisol potential. But, time just doesn’t permit it. Good luck to all. Especially, the number crunchers. I’d like to see one take on Brilacidin’s value in a serious way. ;)
    Jan 4, 2015. 01:12 PM | 21 Likes Like |Link to Comment
  • An Interview With Leo Ehrlich, Cellceutix CEO [View article]
    $CTIX - trials are clicking along. Check this link periodically: http://1.usa.gov/1CCGluY
    Dec 24, 2014. 04:00 PM | Likes Like |Link to Comment
  • Update: Cellceutix Calls Out To President Obama About Brilacidin [View article]
    $CTIX - Cellceutix has an additional trial listed here as of today: http://1.usa.gov/1CCGluY
    Dec 24, 2014. 02:06 PM | 1 Like Like |Link to Comment
  • Update: Cellceutix Calls Out To President Obama About Brilacidin [View article]
    wildmannv.... I'll be going to San Francisco in January for the Biotech Showcase. I'll give updates after that. I bought a bit more this morning.

    Happy Holidays to all. ;)
    Dec 23, 2014. 11:18 AM | 1 Like Like |Link to Comment
  • Update: Tekmira Pharmaceuticals Corp. Has A Framework To Treat Ebola Patients [View article]
    $TKMR - University of Oxford to make Tekmira Ebola drug for clinical trial
    http://seekingalpha.co...
    Dec 22, 2014. 12:53 PM | 3 Likes Like |Link to Comment
  • T2 Biosystems: Soon To Be The New Leader In Candida Related Sepsis Diagnosis [View article]
    Good article on $TTOO...It's an interesting company. thanks...
    Dec 17, 2014. 11:26 PM | Likes Like |Link to Comment
  • 4 Companies To Look At After WHO Ebola Consultation In Geneva [View article]
    $BCRX - http://seekingalpha.co...
    Dec 15, 2014. 12:51 PM | 1 Like Like |Link to Comment
  • Ebola Treated With GlaxoSmithKline Subsidiary HIV Product [View article]
    $GSK - Ebola vaccine from Glaxo passes early safety test
    http://yhoo.it/1usAxvW
    Dec 11, 2014. 02:11 PM | 2 Likes Like |Link to Comment
  • 4 Companies To Look At After WHO Ebola Consultation In Geneva [View article]
    $NLNK - Ebola vaccine trial halted temporarily after joint pains: Geneva hospital
    http://yhoo.it/1DhYuPN

    $GSK - Ebola vaccine from Glaxo passes early safety test
    http://yhoo.it/1usAxvW
    Dec 11, 2014. 02:07 PM | 1 Like Like |Link to Comment
  • Update: Cellceutix Calls Out To President Obama About Brilacidin [View article]
    Cellceutix CEO: Cubist acquisition made us look like 'absolute geniuses'
    http://bit.ly/1z7z9Tt

    lol... can't say the man is shy.
    Dec 10, 2014. 03:34 PM | 1 Like Like |Link to Comment
  • Interview With Leo Ehrlich, Cellceutix CEO Following Acquisition Of PolyMedix Assets [View article]
    CEO of CTIX did better buying the PolyMedix assets out of bk court than MRK did buying CBST. Brilacidin single day of treatment is looking better than Cubicn.
    Dec 10, 2014. 03:32 PM | 1 Like Like |Link to Comment
  • Update: Cellceutix Calls Out To President Obama About Brilacidin [View article]
    Hope4Future... Bioequivalence of Prurisol with Avacavir Sulfate was needed for the FDA to allow use of the 505(b)(2) regulatory pathway. The 505(b)(2) pathway is much quicker than the 505(b)(1) pathway since the long term safety data already exists.

    Following is an interesting summary of the 505(b)(2) pathway by Kenneth Phelps:

    Taking the 505(b)(2) Route by KENNETH V. PHELPS, PRESIDENT AND CEO; CAMARGO PHARMACEUTICAL SERVICES, CINCINNATI

    http://bit.ly/1qwyNFB

    Quote “Drugs approved under 505(b)(2), on the other hand, can rely in part on data from existing reference drugs. This means they can be developed and achieve FDA approval in as little as 30 months with only a fraction of the number of required clinical trials and at much lower cost. Additionally, unlike generic drugs approved under Section 505(j), where exclusivity can be held for only 180 days, the 505(b)(2) applicant may qualify for three, five, or seven years of market exclusivity, depending on the extent of the change to the previously approved drug and the type of clinical data included in the New Drug Application (NDA). “
    Dec 10, 2014. 02:23 PM | 1 Like Like |Link to Comment
  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    For those wanting to know where $TKMR stands with WHO on the list of Ebola treatments: http://bit.ly/1zMKgRe

    Do searches for TKM and Tekmira. 1.1 Lead experimental therapies on Pg 6 is interesting. TKM is close to the top. We may yet get another Ebola related pop once those doses are ready for delivery. Or not.... But, thought some might find this interesting.
    Dec 9, 2014. 11:15 PM | 1 Like Like |Link to Comment
  • Update: Cellceutix Calls Out To President Obama About Brilacidin [View article]
    buyitcheap... As Leo has stated. The best is yet to come. ;)

    Watch this link for additional trials in the near future.
    http://1.usa.gov/1z3ToBI
    Dec 9, 2014. 05:55 PM | 1 Like Like |Link to Comment
  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    Zeypo... only you can answer that. It's up a bit from the low. Hopefully, it continues.
    Dec 9, 2014. 01:35 PM | 1 Like Like |Link to Comment
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