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KarinCA  

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  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    I view all of biotech with a long term view. I've been watching this one closely since 5/13/10 when I created the following board on ihub: http://bit.ly/1vXF2mh

    Long term, I still view this one as going up. Btw, most of the posts on the above linked board are nonsense from the time TKMR hit the news with their Ebola work.

    The DoD has ordered doses for testing. TKMR is supposed have some ready for delivery this month. In the meantime, their drug isn't one of the two experimental cures being tested by Medicins San Frontieres. They are currently testing Brincidofovir and Favipiravir. Traders that got into TKMR due to Ebola may be dumping and causing this volatility since TKMR isn't in the news at the moment. The rest of the pipeline is forgotten by most.

    Whatever, the reason, it's volatile.
    Dec 5, 2014. 02:03 PM | 1 Like Like |Link to Comment
  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    The reaction to the S-3 filing for $150,000,000 surprises me. It's replacing a Form F-10 filed in February 2014 for $60,562,500. It's only adding $89,437,500. The additional $89mil at $16 per share is only an additional 5.589 mil shares. At $13 per share it's still only 6.879 mil more shares.

    Having the shelf sitting there for when they need capital puts them in a stronger position to move the pipeline forward. The $140mil from the US DoD covers the Ebola program.

    S-3 http://1.usa.gov/1tOa9v2
    "USE OF PROCEEDS
    Unless otherwise specified in a prospectus supplement, the net proceeds that we receive from the sale of our common shares will be used for working capital and general corporate purposes, including, but not limited to, progressing our research and development programs, supporting our clinical programs and manufacturing activities, and advancing and protecting our LNP technology."

    Sedar filings: http://bit.ly/1tOaazi

    TKMR pipeline: http://bit.ly/1tOa9v7
    Dec 3, 2014. 05:12 PM | 2 Likes Like |Link to Comment
  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    The fact that TKMR has/does their own R&D is a huge difference. The resulting customization that allows is how they ended up partnering with Monsanto. TKMR was able to custom design delivery for agricultural usage.

    In Ebola, they've been able to start manufacturing a product geared specifically to the strain responsible for the current outbreak. Having their own R&D in house allowed them to change direction very quickly.

    They have a large patent portfolio with approximately 72 issued U.S. patents, 71 issued non-U.S. patents, and 229 pending patent apps.

    That $140-million contract with the DoD is nothing to sneeze at.

    What is obvious is that interest in RNAi isn't deminishing.
    Nov 25, 2014. 02:48 PM | 4 Likes Like |Link to Comment
  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    jimpetroskey... I'm more of an investor type myself these days. I prefer to make my bets and let them ride. I'll be going to the Biotech Showcase in San Francisco in January. It will be interesting to see what has the most buzz there and why. Plus, it will be good to see the presentations from a few companies I'm watching.

    Good luck with your investments. It seems that nothing is without risk. Just have to work with the probabilities. ;)
    Nov 22, 2014. 12:35 PM | 1 Like Like |Link to Comment
  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    The following update came out after my article was published:
    Tekmira Provides Key Highlights of Analyst and Investor Day in New York
    http://cnnmon.ie/11H7bBU
    Nov 22, 2014. 12:20 PM | 1 Like Like |Link to Comment
  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    jimpetroskey... What are you on the look out for? Volatile enough to make quick trades? Or, long term investing?

    Thanks for taking the time to read it. ;)
    Nov 22, 2014. 12:12 PM | 1 Like Like |Link to Comment
  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    Glad you liked it and thanks for taking the time to read it. ;)
    Nov 22, 2014. 12:11 PM | 1 Like Like |Link to Comment
  • Many Sharp Minds Are Invested Long In Tekmira [View article]
    Yes, I'm long Tekmira and the disclosure was in the original submission form. There has been technical difficulty in getting the article posted. I'll try to get it corrected. Thanks for pointing out that it is missing. ;)
    Nov 20, 2014. 01:44 PM | 3 Likes Like |Link to Comment
  • Update: Cellceutix Calls Out To President Obama About Brilacidin [View article]
    Hope4Future...that article was debunked a long time ago. I'd read it years ago.

    I'm not on my usual computer and don't have my files with notes on it since I'm in the midst of organizing from a move. Perhaps, someone else can address it.

    But, for starters, with Dr Frei's position in Dana Farber, I doubt they would have taken the Cellceutix trial if any of that article was true.

    Absolute trash.

    Now, what about the Brilacidin trial results?

    Good luck to you also. ;)
    Nov 7, 2014. 10:21 PM | Likes Like |Link to Comment
  • Update: Tekmira Pharmaceuticals Corp. Has A Framework To Treat Ebola Patients [View article]
    Thanks for the post. It's good to see this:
    Ebola: US Troops to Get Tekmira’s Treament
    http://bit.ly/1schPGQ
    Nov 7, 2014. 12:03 PM | 3 Likes Like |Link to Comment
  • Update: Cellceutix Calls Out To President Obama About Brilacidin [View article]
    jimicasey... $CTIX - Cellceutix discusses plans to uplist to a higher exchange in the following pr: http://bit.ly/1tzZ0To
    Nov 3, 2014. 12:33 PM | 1 Like Like |Link to Comment
  • Interview With Leo Ehrlich, Cellceutix CEO Following Acquisition Of PolyMedix Assets [View article]
    $CTIX - Single-Dose Brilacidin Comparable to 7-Days of Daptomycin http://bit.ly/1thqqya

    They have indeed moved forward quickly. The Brilacidin phase III is coming. ;)

    I'm reposting this information in a couple of places since it never showed up in the SA news stream.
    Oct 27, 2014. 12:45 PM | 1 Like Like |Link to Comment
  • Update: Cellceutix Calls Out To President Obama About Brilacidin [View article]
    $CTIX - Single-Dose Brilacidin Comparable to 7-Days of Daptomycin http://bit.ly/1thqqya

    I'm reposting this information in a couple of places since it never showed up in the SA news stream.

    Great news that changes the antibiotic landscape. ;)
    Oct 27, 2014. 12:42 PM | 1 Like Like |Link to Comment
  • Regulatory Support Creates Opportunity For Antibiotic Makers Otonomy And Cellceutix [View article]
    $CTIX - Single-Dose Brilacidin Comparable to 7-Days of Daptomycin http://bit.ly/1thqqya
    Oct 27, 2014. 12:39 PM | 1 Like Like |Link to Comment
  • Update: Cellceutix's Antibiotic Brilacidin Should Move Share Price Before Kevetrin Or Prurisol [View article]
    $CTIX - Single-Dose Brilacidin Comparable to 7-Days of Daptomycin http://bit.ly/1thqqya

    “This is an historic event and a proud day for Cellceutix shareholders as we have proven the efficacy of one dose of our novel drug Brilacidin to be comparable to seven days of therapy with the blockbuster antibiotic daptomycin to treat ABSSSI with zero drug-related SAEs,” commented Leo Ehrlich, Chief Executive Officer of Cellceutix. ”The implications to the results of the trial are broad reaching and create a tremendous opportunity for our infectious disease division. Because Brilacidin is a novel compound with a unique mechanism of action that can be administered as a single-dose, the potential for the development of resistance is very minimal, if at all, which we believe gives it a competitive edge over any approved antibiotic. The results further validate the potential for our extensive defensin-mimetic franchise as a platform for countless drug-resistant indications, aligning us in what we believe is a prime position to become a leader in anti-infective market.”
    Oct 23, 2014. 10:18 PM | 2 Likes Like |Link to Comment
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