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Praveen Jayarajan

 
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  • Acadia's Phase III Trial Reboot Presents An Undervalued Opportunity [View article]
    http://bit.ly/Y9aLBT
    Nov 29 06:15 AM | Likes Like |Link to Comment
  • MannKind Fights On With Its Diabetes Game-Changer Afrezza [View article]
    I don't believe MNKD are developing this... check these guys out:

    http://bit.ly/Yhe6w7
    Nov 2 10:15 PM | Likes Like |Link to Comment
  • MannKind Fights On With Its Diabetes Game-Changer Afrezza [View article]
    Great point. I do remember Al mentioning in one of the conference calls that he saw their short-acting inhalable insulin ideally used in conjunction with a long-acting insulin patch instead of a long-acting insulin injection...
    Nov 2 05:28 AM | Likes Like |Link to Comment
  • MannKind Fights On With Its Diabetes Game-Changer Afrezza [View article]
    Looks like it all happened as you said!
    Nov 2 05:23 AM | Likes Like |Link to Comment
  • Cashed Up Biotech Vanda Could Keep On Falling [View article]
    Presumably similar, 2nd half 2012 according to the JMP Healthcare Conference Presentation. Supposed completion date was June 2012.

    http://1.usa.gov/UFHKrZ
    Sep 10 09:11 PM | 1 Like Like |Link to Comment
  • Acadia's Phase III Trial Reboot Presents An Undervalued Opportunity [View article]
    Thanks RussPen.

    I can't really comment on Orexigen as I have not done enough research on them or their competitors, perhaps I will do a write-up. Although, at one point it seemed like every 2nd SA article was on Arena, Vivus, or Orexigen! I'm somewhat of a skeptic with weight loss pills. In the past I've always had a similar experience with using them. They are always expensive, they usually have some side effects - at least very mild ones, they help with some degree of weight loss - a small degree, they are prescribed for short periods, the patient often decides to stop them when the weight plateaus, and if the patient hasn't started eating healthy and exercising already, the weight comes back on, and we are back to square one. Maybe the newer generation pills will be different...?
    Sep 8 08:56 AM | Likes Like |Link to Comment
  • Nymox Advances Its Mystery Prostate Weapon Into Phase III [View article]
    Good point on Loross. I suppose if they are getting the shares at a small discount every time, they could be making a small profit. I have not divulged all the SEC filings yet but maybe there is something in there...

    The lack of pharma experience is not a deal breaker for me, but is important. That's interesting info on that member, who was it? Isn't Roger Guy (MD) playing the clinical officer role? They do also appear to work closely with research directors at hospitals where the trials are run. The wife was definitely involved, I saw her name in a previous 10-K.
    Jul 27 07:24 PM | Likes Like |Link to Comment
  • Acadia's Phase III Trial Reboot Presents An Undervalued Opportunity [View article]
    thanks wiesemc. Not sure, I'm not an expert on trial design, and have not seen enough detailed data on the trials already done. But I like the theory behind why the drug could work. ACAD definitely could be a good run up play. I have no position in this company at this stage.
    Jul 27 06:59 PM | Likes Like |Link to Comment
  • Nymox Advances Its Mystery Prostate Weapon Into Phase III [View article]
    Thanks Retiredfl. Found in the 10-K that the Loross-Greyse president is Dr. Stephan Eschmann. He is a Swiss lawyer who use to work for investment bank UBS and also runs his own law firm, specialising in equity investments, fund-raising and such...

    Another thing to note is that Nymox received a US government grant of $250,000 in 2010. This was under the Qualifying Therapeutic Discovery Projects programme for small biotech's. To get such a grant the company research developments must have reasonable potential to:

    - Result in new therapies to treat areas of unmet medical need or prevent, detect or treat chronic or acute diseases and conditions,
    - Reduce the long-term growth of health care costs in the United States, or
    - Significantly advance the goal of curing cancer within 30 years.

    See link:
    http://1.usa.gov/NjqRTO
    Jul 19 12:37 AM | Likes Like |Link to Comment
  • Nymox Advances Its Mystery Prostate Weapon Into Phase III [View article]
    Fair points, appreciate the insight ccamire. I must admit though, the company does intrigue me. I noticed that they have a common stock private purchase agreement which has been revised every couple of years since the early 2000's with a company called Loross-Greyse Investments. Who are they? Anyone?

    Jake, hard to compare the length of approval process between drugs. But certainly NX-1207 is more complex in terms of administration, and I imagine trial enrolment may take a little longer due to perhaps more specific patient requirements, as you seem to have experienced first hand. Nymox has also done several long-term outcome studies before approval. Whereas with these other diet / ED drugs, several long-term studies are sometimes done after the drug is already approved and on the market...
    Jul 18 06:35 AM | Likes Like |Link to Comment
  • MannKind Fights On With Its Diabetes Game-Changer Afrezza [View article]
    Thanks skcots.

    I am now LONG.
    Jul 16 12:25 AM | 1 Like Like |Link to Comment
  • Nymox Advances Its Mystery Prostate Weapon Into Phase III [View article]
    Thanks ccamire. That's interesting, but not surprising. The company has not openly commented in any depth about how NX-1207 works from their communications over the last 10 years. What would management's motives be for keeping investors and analysts in the dark? Can you elaborate on the market cap?

    I presumed that they wanted to protect the knowledge they have with this discovery. This drug has potential applications in a huge range of benign or malignant tumours. In the patent documents as an example, they even mentioned positive animal studies on brain tumours.

    Anyway, the lack of information is definitely an added risk for those looking to buy shares in this company. Though I do wonder whether they are more open at their American Urology Association meeting presentations...
    Jul 14 08:45 PM | Likes Like |Link to Comment
  • Nymox Advances Its Mystery Prostate Weapon Into Phase III [View article]
    I think it's a good product that they're developing, hopefully a US partner will come on board soon. The potential market worldwide is huge, and I see Urologist's adopting it very quickly. Not sure on the share price drop or volume, was trading at around $4 before the Recordati deal announcement. Hopefully there will be some appreciation with upcoming Phase 3 trial news.
    Jul 14 08:14 AM | Likes Like |Link to Comment
  • MannKind Fights On With Its Diabetes Game-Changer Afrezza [View article]
    Update from JMP conference. Company is looking at non-dilutive financing, or at least "minimally dilutive". No news on partnership. And some things that I did not mention in the article above. Insulin can cause weight gain in some patients but Afrezza has been associated with less weight gain or weight loss, which is especially better for people who are overweight to begin with. Afrezza can be associated with a mild, transient, dry cough, this may cause some people to stop using the product. I'm not sure of the frequency of this occurring. Dose-titration was a problem with Exubera, this was due to the dosage being in mg (milligrams) rather than Units, and because the dosage was non-linear. It was also cumbersome to reload new cartridges into the device to adjust dose. Afrezza has dosage in Units and dosage is also linear. Although it is a smaller device and changing dosage may be a easier, it is still not as easy as regular insulin devices where you can "dial" a dose. In the conference webcast they mentioned that with Afrezza they expect dose-titration will not be a significant issue. The speaker says patients will generally be on the same dose all the time for all meals, but perhaps get a second inhalation for a larger or longer meal. I'm not entirely sure or confident of how this will work in practice (?).
    Jul 12 03:40 PM | 1 Like Like |Link to Comment
  • MannKind Fights On With Its Diabetes Game-Changer Afrezza [View article]
    Sorry, that last comment was for dnachef. Chris, thanks for the info. Hopefully we will get some more answers next week. Certainly the cash flow situation is a significant short-term issue, and partnership may be some while away.
    Jul 7 08:12 PM | Likes Like |Link to Comment
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