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Steve Rosenman
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Mr. Rosenman has nearly 15-years executive experience in the health and wellness sectors, including weight loss, cosmetics skincare and nutrition, both Rx and OTC. Expertise areas include strategic market and product planning and corporate development (evaluation, recommendation and execution of... More
  • Bearish On ACST, Price Target $<1 2 comments
    Aug 14, 2013 1:05 AM | about stocks: ACST, NEPT

    Phase II open label data similar to what was presented in the past, do we really have any new news here?

    Investors should be cautioned and careful on this issue:

    • I predict the phase 3 will not reproduce the seemingly LDL favorable results of phase 2, while it will continue to present the unfavorable side effects of raising HDL--poorly designed and controlled study by a company with no experience in Rx
    • The material cannot be commercialized for FDA approved Rx. Sure, they can sign all the contracts they want to produce a batch of trial material but Krill is a volatile substance refined not like fish oil. It cannot be standardized and has tiny levels of EPA/DHA vs. fish oil. It's hard to manufacturer and hard to keep fresh. Their PR on manufacturer is to try and put a smokescreen up to potential investors--the material is not viable as Rx now, and may never get there.
    • 2-4g dose of Krill will make you have a horrendous day. It has a noticeable gastrointestinal impact at those levels
    • Parent company is pretty bad shape, no US patents holding up and their base nutritional business is all but diminished to a trickle.

    PT ACST $.70; PT NEPT $2.25

    Stocks: ACST, NEPT
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Comments (2)
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  • rydad21
    , contributor
    Comments (34) | Send Message
     
    You have just confirmed that you are here for the cheap shots. Should have tried the ACLS. Up over 100%.
    15 Aug 2013, 08:36 AM Reply Like
  • Pirateescapee
    , contributor
    Comments (109) | Send Message
     
    Anyone wanting to compare the two should keep in mind just how robust the ANCHOR study was and just how good the results were.
    1. ANCHOR study participants were all on OPTIMIZED statin therapy. So the reductions we saw were in addition to the best a statin drug could provide.
    2. 73% ( a majority) of the ANCHOR participants were diabetic. These patients can be more difficult and challenging to treat.
    3. The baseline trigs for the 4 gram cohort was 265 mg/dl. Fairly close to the bottom of the 200 - 500 range of the indication. We know that the lower the starting baseline the more difficulty inherent in showing reductions.
    4. The starting baseline for LDL-C for the study was 83mg/dl. Still we saw reductions in LDL-C!
    With all of this for a background, we saw reductions in the ANCHOR trial as follows. Median % reductions compared to placebo as follows
    Trigs - 22%
    Non -HDL-C - 14%
    LDL-C - 6%
    APo -B - 9%
    Total LDL particle concentration -7.7%
    Small LDL particle concentration -13.5%

     

    In addition we saw reductions in inflammatory markers implicated in cardiac disease.
    Lp - PLA2 - 19%
    hsCRP - 22%

     

    These results are huge especially in light of the starting baselines for trigs and LDL-C and the fact that participants were on optimized statin therapy prior to starting the trial.
    15 Aug 2013, 06:58 PM Reply Like
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