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  • Swine Flu AND Medical News Concentrator November 9, 2013 To December 31, 2013. 256 comments
    Nov 9, 2013 8:45 AM

    This instablog is designed as an interactive News Concentrator devoted to news and discussions about Swine Flu and other medical news.

    The top portion of the instablog contains useful background information/ charts.

    Up-to-date news content is posed in the comments area. So if you are interested in current news, read the comments.

    _____________________

    Some Definitions:

    What is Reassortment

    When two different virus strains infect the same host, they often exchange genes, a process known as reassortment.

    A significant number of experts are concerned that as H5N1 (Avian Flu) spreads more widely and infects more people, it will come across more hosts who are also carrying human flu viruses. This increases the likelihood of a new strain emerging that has the severity of the bird flu virus and the infection rate of the swine flu virus, leading to a new global pandemic with much deadlier consequences than the one we are experiencing at the moment.

    What is R naught (R 0)

    How many people the average infected person infects is called the basic reproductive number, or R0 (pronounced "R naught").

    Measles, which is probably mankind's most contagious infection, has an R0 of about 18. Polio's number is about 6; severe acute respiratory syndrome (SARS) about 5. For seasonal flu strains, the R0 is about 1.2, and for pandemic strains it is rarely higher than 2. For the novel H1N1 strain, it's about 1.6. What this low R0 means is that flu outbreaks are always teetering on the verge of having their myriad chains of transmission broken by people who get infected but don't pass the virus to anyone else.

    Swine Flu - Novel H1N1 flu, popularly known as swine flu, is a respiratory infection caused by an influenza virus first recognized in spring 2009. The new virus, which is officially called swine influenza A (H1N1), contains genetic material from human, swine and avian flu viruses. (By Mayo Clinic staff)

    Pandemic - The word "pandemic" comes from the Greek "pan-", "all" + "demos", "people or population" = "pandemos" = "all the people." A pandemic affects all (nearly all) of the people.

    A World Health Organization phase 6 pandemic indicates that influenza due to the novel H1N1 swine flu is occurring in multiple countries around the world and that human infection is widespread. The classification does not reflect the severity of individual infections.

    Cytokine Storm -
    When our body detects foreign micro-organisms indicating an infection, our body might respond by over-protecting the site of infection. The body may race so many antibodies to the infection site that they collect in what is known as a cytokine storm.

    A cytokine storm, or "Hypercytokinemia" is a potentially fatal immune reaction consisting of a positive feedback loop between cytokines and immune cells.
    www.wisegeek.com/what-is-the-cytokine-st...

    A positive feedback loop means that as something increases, that increase stimulates further growth.

    What makes younger people more susceptible to H1N1 is that their "vigorous immune systems pour out antibodies to attack the new virus. That can inflame lung cells until they leak fluid, which can overwhelm the lungs.

    This vulnerability in the young is reminiscent of the Spanish flu of 1918. That strain of flu also struck mostly healthy young adults.

    Pulmonary Embolism - Occurs when a blood clot forms in an arm or leg breaks free and enters the lungs where it is too large to pass through the small vessels of the lungs and forms a blockage. This stops blood from flowing into an area of the lung, and the part of the lung dies because it does not receive oxygen.
    medicalnewstoday.com/articles/153796.php

    What is an Emergency Use Authorization (EUA)?
    An EUA may be issued by the Food and Drug Administration (FDA) to allow either the use of an unapproved medical product or an unapproved use of an approved medical product during certain types of emergencies with specified agents.

    What is the PREP Act?
    The PREP Act authorizes the Secretary of the Department of Health and Human Services ("Secretary") to issue a declaration ("PREP Act declaration") that provides immunity from tort liability (except for willful misconduct) for claims of loss caused, arising out of, relating to, or resulting from administration or use of countermeasures to diseases, threats and conditions determined by the Secretary to constitute a present, or credible risk of a future public health emergency to entities and individuals involved in the development, manufacture, testing, distribution, administration, and use of such countermeasures.

    The PREP Act also authorizes an emergency fund in the United States Treasury to provide compensation for injuries directly caused by administration or use of a countermeasure covered by the Secretary's declaration. While no funds have been appropriated for this purpose, if funds are appropriated, compensation may then be available for medical benefits, lost wages and death benefits to individuals for specified injuries.
    cdc.gov/h1n1flu/eua/qa.htm

    What are Clinical Trials:
    Clinical trials, also known as clinical studies, are research studies in which scientists and doctors test new drugs and treatments to see if they will improve health. Many of today's treatments for cancer are based on the results of past clinical trials. Because of progress made through clinical trials, many people treated for cancer are now living longer.

    Clinical trials are divided into four phases.
    Phase 1 trials: These trials are the first time a new drug or treatment is given to humans. They are normally carried out in a small number of volunteers (typically 6-20 people) who may include healthy volunteers or patients with the disease for which the product is intended as a treatment in order to find out how safe the treatment is. They also look at how a new drug should be given (by mouth, injected into muscle or the bloodstream, etc.), how often and at what dose. Phase 1 trials can also involve patients for whom standard therapies have failed and for whom no other therapies are available.

    Phase 2 trials: These trials involve larger numbers of people (typically 12 - 50). Phase 2 trials continue to look at safety of the therapy but also test how well the new drug or treatment works in patients with different disease types.

    Phase 3 trials: These are large studies (100+ people) that look at how well a new drug or treatment works in comparison to current therapies to see which treatment is better. Those taking part are usually divided into two treatment groups: standard treatment versus new treatment.

    Phase 4 trials: These trials are usually carried out after the drug or treatment has been approved by the FDA and is readily available for use in the general patient population. The purpose of Phase 4 trials is to continue to study the effects of the drug or treatment on different populations and to look for side effects associated with long-term use.
    Back to Top

    What is a Protocol:
    Clinical trials use written guidelines called protocols. The protocol explains what the trial hopes to accomplish, how the trial will be carried out, and why each part of the trial is necessary. For example, the protocol includes:

    * The reason for doing the trial
    * How many people will be in the trial
    * Who is eligible to take part in the trial
    * What study drugs participants will need to take
    * What medical tests participants will have and how often
    * What information will be gathered

    Every doctor or research center that takes part in the trial uses the same protocol. This makes sure that patients are treated identically no matter where they are receiving treatment, and that information from all the centers taking part can be combined and compared.

    Why Slow Production for Traditionally Produced (chicken eggs) Swine Flu Vaccine:
    One dose of swine flu vaccine for every two eggs, compared with two doses of
    seasonal flu vaccine per egg

    Sorry if the link does not work... it appears the Boston Globe newspaper appears to be playing games with link addresses... Just copy the link, and Google it.

    http://www.boston.com/business/healthcare/articles/2009/10/22/quest_for_swine_flu_vaccine_giving_some_firms_a_boost/

    _____________________
    Brief Overview of Categories of H1N1/ Vaccine Investment Plays:

    I - Vaccines / Prevention
    1) Production Method / Capacity plays (NVAX) (VICL) (NVS) (INO) (CSL)
    2) Nationalistic / Population Size Play (SVA - China) (NVAX - India)
    3) Injection / Vaccine support services (syringes etc.) (BAX) (BDX)
    4) Outsourced production plays
    5) Bio -Defense (MDCGF - France)
    6) Anti-Mutation / Pan-Influenza Play (CVM) (NNVC) (INO)
    7) Universal Flu Vaccine Play (INO)

    II - Treatment After Infection Occurs:
    1) Dealing with severe lung infections (Fludase® (DAS181)) (CBM) (OTCQB:AEMD)
    2) ICU treatments (BCRX) (GSK) (ROG)
    III - Population Avoidance:
    1) masks/ disinfectants… Surgical masks are good enough (APT) (MMM) (CLX) (ECL) (OTCQB:PURE)

    IV - Testing do you have it? (GPRO)
    1) Test kits - (DGX)

    V - Merger / Acquisitions / Licensing (VICL) (NVAX)
    _____________________
    Sorry this is still a graphic instead of a table. I played with the table tool, but its a
    PITA to work with.

    Swine Flu Companies Discussed and Their Web Sites

    _____________________
    Swine Flu Hits Stuffed Animal World:

    Link to 2011 H1N1 US Flu Outbreak Map is broken... sorry.

    Red Cross Tips For Dealing With The Flu:

    IF YOU ARE ILL -
    * Stay in a room separate from common areas of the home and avoid contact with others as much as possible.

    * Stay at home for at least 24 hours after their fever is gone without using medicine to reduce the fever.

    * Get lots of rest and drink plenty of fluids.

    * Consider wearing a face mask, if available and tolerable, when sharing common spaces with household members. (ed - surgical masks ok).

    * Check with your healthcare provider about whether to take antiviral medication, or if fever persists, whether antibiotics are needed.

    WHEN CARING FOR SOMEONE WHO HAS THE FLU -
    *Disinfect door knobs, switches, handles, toys and other surfaces that everyone touches.

    * Use detergent and very hot water to do dishes and wash clothes. It's okay to wash everyone's dishes and clothes together. Wash your hands after handling dirty laundry.

    * Designate only one adult as the caregiver. People at increased risk of severe illness from the flu should not be caregivers.

    * Although not mentioned by the Red Cross, the caregiver should probably ware a surgical mask as well when entering the sick room.

    * Deal with crisis situations calmly and confidently to give the best support to the person being cared for.
    _____________________

    MayoClinic.com Provides Credible, Up-to-Date Information And Decision-Support Tools For Flu Season

    Click here to link to the Mayo tool:
    www.mayoclinic.com/health/flu-symptoms/F...

    _____________________
    Suggested Protocol For Schools To Decide When Flu Should Trigger A Shutdown
    www.medicalnewstoday.com/articles/169984.php

    After comparing more than two dozen possible scenarios for closing a school, the analysis suggested three optimal scenarios:

    1. A single-day influenza-related absentee rate of 5 percent

    2. Absenteeism of 4 percent or more on two consecutive days

    3. Absenteeism of 3 percent or more on three consecutive days

    Disclosure: (sometimes trading, sometimes holding)

    Disease outbreak map on Globalincident.com

    tinyurl.com/c8f3do

    Link from Guns and OG.

Back To FocalPoint Analytics' Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (256)
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  • Author’s reply » Link to the last Concentrator:
    http://tinyurl.com/my4...
    9 Nov 2013, 08:47 AM Reply Like
  • Thanks, Ratso.

     

    I just posted a comment over on Larry Smith's recent article about (NBY) to expand on my thinking about auriclosene applications.

     

    http://seekingalpha.co...
    9 Nov 2013, 09:20 AM Reply Like
  • Arena Pharmaceutical's "fat pill" is going global. (ARNA) was up 18.65% (including AH trading) yesterday.

     

    FWIW, ARNA was amongst the very first group of stocks I started monitoring around 4.75 years ago here on SA. Recall posting this in one of JP's battery articles, because I didn't know where else to talk about other stocks with other people here on SA, looooong before QuickChat and the Renegades joined up.

     

    After a little more DD tomorrow, I will likely buy 500 or 1000 shares on Monday or Tuesday. Arena peaked back in Jan. 2012 at $10.81, and closed yesterday at $4.79. Seems there's lots of upside coming soon:

     

    http://bit.ly/1c9f6Hw

     

    Off to see one of my pals get hitched today. Guns, it's David (who speaks at the ever accelerating rate) Katzmire, who you met in Copan.
    9 Nov 2013, 12:44 PM Reply Like
  • Maya, (ARNA) peaked around 12 back in late June 2012 (with a 13.50 spike) just after the announcement of FDA approval of Belviq (lorcaserine). I had been buying since the previous March at 1.77, because I became convinced they had met the expectations of the FDA's complete response letter even before the ADCOM in May 2012 said it looked good.

     

    I cashed half my position at 7.50 the week before approval, and have been letting the other half ride. It has been painful watching it tumble over the past year and a half, as they were very slow to get it finally on market, and had to wait for the bureaucratic gears to grind out a DEA scheduling decision.

     

    But I have faith that this drug will do well worldwide, and ARNA looks like an amazing bargain at the recent prices under $5, if you are looking to buy and hold long-term.

     

    If I had the powder, I would be buying more on this recent news.
    9 Nov 2013, 03:37 PM Reply Like
  • Just out today. ARNA's Earnings Call Transcript:

     

    http://seekingalpha.co...
    9 Nov 2013, 01:12 PM Reply Like
  • Shire to acquire ViroPharma for $4.2B

     

    Shire (SHPG) has agreed to acquire ViroPharma (VPHM) for $4.2B in a deal that will fit into the U.K. company's strategy of expanding its rare-disease portfolio and create a revenue base in the area of $2B.ViroPharma provides the treatment Cinryze for the prophylactic treatment of hereditary angioedema (HAE), which is when the deeper layers of the skin swell due to a build-up of fluid. Shire said Cinryze will compliment its Firazyr injection for acute HAE.

     

    Shire will pay $50 a share for ViroPharma, or a 27% premium on Friday's closing price of $39.38.
    11 Nov 2013, 03:57 AM Reply Like
  • FDA report raises concerns about Intuitive Surgical device

     

    A draft FDA analysis has linked Intuitive Surgical's (ISRG) da Vinci Surgical System to "an overall increasing trend in the rate of injury and death reports" since 2004.

     

    The authors found that 4,798 adverse events were reported in the U.S., including 85 deaths, 414 patient injuries and 3,402 device malfunctions.

     

    The rate of faults has fallen during the period, although the death and injury rate rose to about 50 reports per 100,000 procedures in 2012 from 13.3 in 2004.T

     

    he FDA is uncertain whether the rate of incidents has gone up or the reporting.There are also concerns about doctor training,

     

    although 11 physicians who were surveyed said the device has led to shorter recoveries for patients.
    11 Nov 2013, 04:04 AM Reply Like
  • Soda tax proposed in the U.K.
    U.K.'s Academy of Medical Royal Colleges proposes a new 20% tax on sugary drinks in an effort to reduce the nation's obesity rate.The group maintains the obesity rate in the U.K. in the second highest in Europe.Related stocks: KO, PEP, DPS, SODA.
    11 Nov 2013, 07:30 AM Reply Like
  • Nabbed some ARNA shares at $4.99. Seeing where this puppy goes before adding more today or tomorrow.

     

    Volume is already at 1.43M. Average volume is almost 5M/day.
    11 Nov 2013, 09:34 AM Reply Like
  • Hey OyGee. Remember Zalicus? They did a reverse split which took share price up to ~ $7.20. It has been pulling back since. But today? Down another ~71% to $1.34.

     

    Sure glad we got out of that one!
    11 Nov 2013, 10:03 AM Reply Like
  • Yes, ouch.

     

    The Z160 phase 2 bombed today. I am left holdinng the bag and hoping Z944 pans out. I may just have to take my losses on that one.
    11 Nov 2013, 06:13 PM Reply Like
  • Ouch, Doc. Feel for you.
    11 Nov 2013, 06:40 PM Reply Like
  • Two drugs failed in two years. All they have is Exalgo for royalties. Their other drugs are in early stages of development.
    12 Nov 2013, 04:17 AM Reply Like
  • long case for ZGNX

     

    http://seekingalpha.co...
    11 Nov 2013, 03:43 PM Reply Like
  • Northwest Biotherapeutics soars on heavy volume
    Shares of Northwest Biotherapeutics (NWBO +31.4%) move sharply higher on the session.More than 4M shares have traded thus far, against a 10-day average of just 365K.
    11 Nov 2013, 03:47 PM Reply Like
  • Sheesh, LT, how in the heck am I supposed to keep track of all your biotechs? Great research! And I love the diligence. But it's getting borderline overwhelming to keep track of all the companies.
    11 Nov 2013, 04:06 PM Reply Like
  • LOL, u have to get up earlier Maya

     

    I don't own half of them, but that last one was interesting volume spike which usually foretells news.
    11 Nov 2013, 05:03 PM Reply Like
  • Ha! Did okay buying at the bell this morning. My shares of ARNA closed up 34 cents today (including AH trading). Enough to set stops for a guaranteed profit.

     

    Another one I track and was looking into on Friday, is ImmunoGen (IMGN). For many, many months IMGN has been in a trading range, and was nearing the bottom, again. I quibbled with myself hard about buying some Friday, but did not, and whaddya know?

     

    IMGN popped 10.43% today on news that Novartis announced that they licensed another one of ImmunoGen's potential drugs, with a potential $200M backing.

     

    http://yhoo.it/1fxaY72;_ylt=A2KJ3CZOVYFSxVAA...
    11 Nov 2013, 05:15 PM Reply Like
  • FDA: Too early for Sarepta to file for approval of Eteplirsen
    The FDA says that Sarepta's (SRPT) submission of a New Drug Application (NDA) for the company's Eteplirsen drug for the treatment of Duchenne muscular dystrophy (DMD) is premature following the failure of GlaxoSmithKline's and Prosensa's Drisapersen product in a Phase III trial.The FDA also indicated that - in Sarepta's words - "new data raise 'considerable doubt' about the dystrophin biomarker and the supportive clinical efficacy assessed on the 6-minute walk test (6MWT) in the Phase IIb clinical study of Eteplirsen."Last month, SA author EnhydrisPECorp predicted that the FDA wouldn't grant early approval of Eteplirsen.Shares are -29%. (PR) (Q3 results)
    12 Nov 2013, 07:33 AM Reply Like
  • First Camel tests positive for MERS

     

    http://yhoo.it/HKIkmS
    12 Nov 2013, 07:55 AM Reply Like
  • Very interesting. Is this turning into an STD?
    12 Nov 2013, 04:48 PM Reply Like
  • SM, lol

     

    I found it interesting they think it originated in camels. China's bird flu in chickens, and another strain in bats. so animals are sorta culprits now.

     

    How long before it is transmitted faster ?
    12 Nov 2013, 05:49 PM Reply Like
  • If you own VNDA, you are a very happy camper today

     

    FDA staff supports Vanda's tasimelteon ahead of panel
    Vanda Pharmaceuticals (VNDA) is setting up for a big day, rising 88% in premarket trading.Briefing docs for Thursday's tasimelteon Ad Com suggest the Non-24-Hour Disorder treatment is safe and effective enough for FDA approval
    12 Nov 2013, 08:57 AM Reply Like
  • Got stopped out of ARNA for a 31 cent gain. Will keep tracking for a lower price to reenter.
    12 Nov 2013, 04:14 PM Reply Like
  • Today I am looking at Esperion (ESPR).

     

    ETC-1002 is an interesting new Phase II drug for cholesterol and potentially other uses. It inhibits a key enzyme in the cholesterol synthesis pathway: ACL, and induces a key enzyme in the metabolic pathways that promote lowering lipids, glucose and weight: AMPK. It is being initially promoted as an alternative to statins in patients who cannot tolerate statins. But it appears they are also studying it as an add-on to statins. The metabolic effects may turn out to be useful in diabetes, as well, based on preclinical studies.

     

    Still very early in development, but definitely on my radar now.

     

    Recent article: http://bit.ly/1gKfrX2
    13 Nov 2013, 12:59 PM Reply Like
  • Thanks, Doc-
    I was on statins for a couple of months a few years back but the side effects were just unacceptable. I did some adjustments to diet and exercise and knocked the total back to 180. I'm sure there are a whole bunch of folks that couldn't achieve the same results whom for the new kid on the block may be great news!

     

    I have it on my radar as well.

     

    WT
    13 Nov 2013, 05:56 PM Reply Like
  • I have tolerated Lipitor (atorvastatin) without problems since I had a stent placed in 2001 when I developed chest pain while splitting wood. I have been fortunate that the wake-up call in my early 40's, modern chemistry, and excellent cardiologic care has kept me healthy ever since.

     

    Typical story of family cardiac history, job stress causing hypertension, and an arrogant doctor who denies and pretends he is invincibly healthy until reality smacks him in he face.

     

    So I know personally how important lipid and blood pressure management can be.
    13 Nov 2013, 06:49 PM Reply Like
  • SM, I have a couple of stented areas too. Know what u mean, so take care of your self.
    13 Nov 2013, 06:52 PM Reply Like
  • >SM-

     

    Just had my quadrennial physical from a doc my own age. Sent me out for a battery of tests incl stress (both physical and chemical), the roto-router - been ten years, and of all things a chest xray! I currently get a full thorax CT AND ultrasound every six months. Got to get a rad badge!

     

    No results yet.
    13 Nov 2013, 08:09 PM Reply Like
  • FINALLY

     

    New England Journal of Medicine Publishes Positive Data From Clinical Trial of Novavax' Vaccine Against H7N9 Avian Flu

     

    http://bit.ly/1iaPMpw

     

    After-hours Gainers / Losers
    Top Gainers, as of 5:15 p.m.: YUME +21.8%. TCX +12.3%. BORN +6.8%. NVAX +3.1%. TRLA +2.7%.Top Losers, as of 5:15 p.m.: PRCP -25.5%. MM -15.0%. CSCO -9.8%. AH -3.9%. TXTR -3.9%.
    13 Nov 2013, 06:01 PM Reply Like
  • LT: Figures. I almost bought some calls today figuring it was about time for something to come along and prop up the price again.

     

    *Almost* is such a nasty word sometimes.

     

    Thanks for the link!

     

    HardToLove
    13 Nov 2013, 06:37 PM Reply Like
  • Yea, been watching it every day waiting for that last leg down.
    Coulda, woulda, shoulda lol

     

    It's still not too late on this one, just have to pay $3 now
    13 Nov 2013, 06:46 PM Reply Like
  • Impressive results, and in the venerable NEJM.

     

    That should pop it.
    13 Nov 2013, 07:30 PM Reply Like
  • WOW ! this is one expensive drug

     

    Pharmacyclics' Lymphoma Drug Receives FDA Approval. Cost: $130,000 Per Year!
    http://bit.ly/18uK62l
    14 Nov 2013, 04:57 AM Reply Like
  • Oppenheimer sees big upside for Zogenix
    Oppenheimer upgrades Zogenix (ZGNX) to Outperform.Price target is $5, representing upside of 84% from Wednesday's close.
    14 Nov 2013, 07:34 AM Reply Like
  • Keryx gets another upgrade to $25 ... sorry, can't post a link
    14 Nov 2013, 08:19 AM Reply Like
  • Novogen to "expand commercial scope" with degenerative disease discovery
    Shares of Novogen (NVGN) rally 24% premarket.

     

    http://seekingalpha.co...
    14 Nov 2013, 08:21 AM Reply Like
  • New 'H6N1' Bird Flu Reported in Taiwan
    A 20-year-old woman in Taiwan is the first person known to be infected with a strain of bird flu called H6N1, according to a new report of the case. Of the 125 cases of flu reported in Taiwan since the woman became ill, none were caused by H6N1. H6N1 is the latest bird flu virus to hop over to…
    LiveScience.com
    14 Nov 2013, 08:30 AM Reply Like
  • LT: Be interesting to see if the DNA is passed to NVAX and if/how long it takes them to have a VLP ready for testing.

     

    One might not be enough to get the attention of the folks that would drive this though.

     

    HardToLove
    14 Nov 2013, 08:36 AM Reply Like
  • I would expect the DNA to get passed, BARDA should see to that.

     

    What I like about NVAX over the competition is the speed which their process can bring something to mkt.

     

    I don't have the knowledge or resources to know how the timeline that competition can do it. Any company can bring a vaccine to mkt, but the delay in using eggs to grow it puts NVAX way way ahead.
    14 Nov 2013, 09:08 AM Reply Like
  • One of my sock drawer choices (OTC:AHRO) got a nice write up today:

     

    http://seekingalpha.co...
    14 Nov 2013, 12:23 PM Reply Like
  • >SM-

     

    Would you believe that just yesterday (OTC:AHRO) hit $.39 my sell trigger for a 45% loss. It was a LARGE position!

     

    ARGHH!

     

    I believe an 10K just came out with some disturbing comments.

     

    The release was on 12 November. The part I read was under the section " Going Concerns" by the accountants.

     

    Although this may indeed be old news and typical of the sock drawer verbiage I nonetheless took note.

     

    http://bit.ly/HTGksW

     

    WT
    14 Nov 2013, 09:15 PM Reply Like
  • Ouch.

     

    This is one of those back burner ideas, where I bought a starter position of shares to keep it on my radar, so I could keep interested in following what I think is really excellent and novel biochemical technology.

     

    It is not something I would view as a quick trade. It is years from maturity. Like putting a promising wine in the cellar after finding it at a tasting, knowing it should not be drunk for years.
    14 Nov 2013, 10:32 PM Reply Like
  • Soros owns a big stake in NVAX

     

    DJ CFA SOURCE: SEC 13F-HR
    FILER: Soros Fund Management LLC
    QUARTER ENDED: 09/30/2013
    SEC RECEIVED: 11/14/2013
    Up to 200 of the largest purchases of Soros Fund Management LLC are listed below, ordered by the number of shares bought during the three months ended Sep. 30.
    Company Name Value Holdings Change
    15 Nov 2013, 08:08 AM Reply Like
  • Re: Soros-

     

    Foolish link to an article on Soros' holdings-

     

    http://bit.ly/17ZmtEH

     

    WT
    16 Nov 2013, 09:27 AM Reply Like
  • Nothing new except that NVAX is 45% owned by institutions, isn't that a high number ?

     

    Breakthrough In Virus Vaccination Can Instigate A Super Run Of Novavax
    http://seekingalpha.co...
    17 Nov 2013, 06:23 PM Reply Like
  • Re: NVAX--Yes, that 45% is why they are now flush w/ cash-imo- from their last dilution.

     

    On another note, Princeton maybe offering meningitis vaccines that have not yet been approved in the USA. (It's been approved in Europe and elsewhere). I never heard of that happening before. Is this a first??? I just don't know!

     

    It will be a tell if they get permission to use this stuff. WHAT IF we ever do get some kind of pandemic, and all of a sudden, all kinds of unapproved vaccines get distributed.?
    http://abcn.ws/1jhgSt1
    18 Nov 2013, 04:33 PM Reply Like
  • OG, it is common for drugs to get approved in the UK & EZ way before our FDA gets around to approving them. Bill Clinton eased the approval rules to match, but the drug companies slammed the market with all the bad drugs that we now see get taken off the mkt. or labeled with horrendous side effects.
    Many did not work as described.

     

    Pandemic use is another story that won't be known till it's over. Good or bad.
    18 Nov 2013, 07:34 PM Reply Like
  • Alnylam Pharmaceuticals provides pre-clinical update in LDL-C and hyperlipidemia
    Over the weekend, Alnylam Pharmaceuticals (ALNY) announced the presentation of pre-clinical ALN-PCSsc and ALN-ANG data.ALN-PCSsc: Sub-q administration led to "an up to 95% knockdown of plasma PCSK9 and an up to 67% reduction of low density LDL-C in the absence of statin co-administration" (NHP model).ALN-ANG: "A greater than 95% reduction of triglycerides and greater than 85% reduction of LDL-C" (rodent model of mixed hyperlipidemia). (PR)
    18 Nov 2013, 07:34 AM Reply Like
  • (CEMP) Preclinical Study Suggests That Solithromycin May Provide an Effective Antimicrobial Approach for Prevention and Treatment of Intrauterine Infections in Pregnancy

     

    http://bit.ly/19z1RwU
    18 Nov 2013, 08:22 AM Reply Like
  • Esperion Therapeutics Presents Full Results of Phase 2 Clinical Study Demonstrating that ETC-1002 Lowered LDL-C by an Average of 32 Percent and Was Well Tolerated in Patients with Hypercholesterolemia and History of Statin Intolerance

     

    http://bit.ly/19z2g2F
    18 Nov 2013, 08:25 AM Reply Like
  • Some significant activity in (NWBO) as a result of a FoxNews piece last week on some potential results of DCVax-L under phase III trials with results expected around year end.

     

    Great stuff if it is effective-

     

    http://bit.ly/17DUfJV

     

    I currently have orders in for purchase- Stock price now at $4.70, up $.10

     

    WT

     

    EDIT- Adam Feuerstein doesn't like it- That makes it a buy for me!
    18 Nov 2013, 10:04 AM Reply Like
  • As a followup to my post on (NWBO) this morning, stock is up another $1.40 in four hours to $6.00. I doubt that it will hold, but my 10:30 buy order went through at $4.72- I'm happy, but did NOT get my Call options as well.

     

    Hope some of you have gotten in on this.

     

    WT
    18 Nov 2013, 03:21 PM Reply Like
  • I upped my stake in NVAX yesterday on the pull back from the highs.

     

    I still have dry powder, any suggestions on a bio-tech with a shorter time frame to mkt or a buyout other than NVAX ?
    19 Nov 2013, 10:15 AM Reply Like
  • >LT-

     

    I'm sure not the expert when it comes to drug stocks but (NWBO) is up again today by $1.03 so far (14:19) and they took a big pop yesterday as well. Trading now at $6.74- My purchase yesterday am was at $4.72.
    It is my understanding that they are expecting phase III results of DCVax-L before year end. I was going to bail but may just buy some PUT protection instead.

     

    WT
    19 Nov 2013, 02:22 PM Reply Like
  • thanks WT i am researching it and watching
    19 Nov 2013, 02:53 PM Reply Like
  • Here is the news that is moving NovaBay today:

     

    http://bit.ly/I1I1oi

     

    Neutrophase can actually neutralize the toxins produced by the bacteria that cause necrotizing fasciitis ("Flesh eating bacteria"). While antibiotics may kill the bacteria, they do not get rid of the bacterial toxins that start the cascade of toxic shock that leads to loss of limb or life. Wound irrigation with NeutroPhase and a negative pressure dressing technique appears to reverse the toxic inflammatory process.
    19 Nov 2013, 03:52 PM Reply Like
  • It made Fox News:

     

    Necrotizing fasciitis: New treatment discovered for deadly flesh-eating disease
    http://fxn.ws/18WfPtr
    22 Nov 2013, 11:11 AM Reply Like
  • Re: Flesh-eating disease-

     

    I wonder if that problem is akin to problems the Brown Recluse spider causes who's bite can cause similar issues with necrotic tissue.
    22 Nov 2013, 04:40 PM Reply Like
  • Brown Recluses inject a specific venomous toxin, which destroys tissue and initiates a localized inflammatory response. Someone recently figured out the specific biochemistry of this process:
    http://bit.ly/18X91Md

     

    The toxins produced by bacteria in necrotizing fasciitis are not exactly the same biochemical processes, but they do initiate a localized inflammatory response to the bacterial infection that can become systemic when the toxins spread into the bloodstream, causing toxic shock syndrome. This is what leads to fatalities. There are several different types of bacteria and toxins that have been associated with this, and they may act in slightly different ways to trigger the devastating immune response.

     

    So, yes, they are akin to venomous spider bites in that a toxic protein causes a dramatic immune response, but the actual biochemical process leading to tissue necrosis may be somewhat different.

     

    I would be very interested to see whether the hypochlorous acid in NeutroPhase could also deactivate spider venom. If so, then this doctor's approach with wound irrigation and negative pressure dressing might actually turn out to be an effective treatment for the spider bite.
    22 Nov 2013, 05:19 PM Reply Like
  • WT, 2 parts Ground flax seed, 2 parts powdered goldenseal, 2 parts powdered echinacea and one part myrrh make a great poltice to prevent the necrotic effect of brown recluse.
    22 Nov 2013, 05:19 PM Reply Like
  • Background science for Esperion's ETC-1002 AMPK-inducing drug.

     

    Warning: very dense science stuff. Not for the faint of heart. It has taken me two days to read and begin to get my head around this.

     

    http://bit.ly/I1Jx9K

     

    (Hit the guest access Download PDF link.)

     

    Theoretically, AMPK-inducers may also have a role in cancer treatment and other metabolic disorders.
    19 Nov 2013, 04:09 PM Reply Like
  • Nice move, WT!

     

    In other news, Stellar Biosciences (the Ventura County giant snail stock) has begun retracing over the past few trading sessions. SBOTF is down 6.49% today to $1.70. Was trading for as much as $2.00 soon after I first posted a ways back.

     

    I expect the trend downward to continue, as several millions of shares will come out of the lockbox next Jan. 21 that were bought for $1.05 per in the offering.

     

    When that happens, I will begin initiating a position.

     

    19 Nov 2013, 04:21 PM Reply Like
  • Thanks, Maya-
    One in a row!

     

    Re:(OTC:SBOTF)

     

    Looks like they hit $2.00 in September and again one or two times in October. Seems to be a declining situation- more or less since the top a few weeks back. Do you see a decline continuing to Jan. 21?

     

    http://yhoo.it/1cFxvMr;c=

     

    Thanks-
    WT
    19 Nov 2013, 06:12 PM Reply Like
  • WT: Yes, I do see a continued decline. Lately, volume has been really thin, and today was one of the first days in a while that I recall volume above the 30 day average.

     

    The 3 month chart suggests (OTC:SBOTF) ~ $1.67 as a potential buy. But I won't be buying. Heck, we're almost already there.

     

    With caveat of some spectacular news, I foresee continued price erosion, as the touter-spammers are in on this, and they will be selling off what they accumulated well before the lockbox unlocks.

     

    IMO, that is exactly what we're seeing right now.
    19 Nov 2013, 06:25 PM Reply Like
  • Re: (OTC:SBOTF)

     

    $1.56 at 13:40
    20 Nov 2013, 01:38 PM Reply Like
  • Northwest Biotherapeutics falls 9.3% AH on stock/warrant prospectus
    After soaring 44.8% in the last 2 days, shares of Northwest Biotherapeutics (NWBO) pull back 9.3% AH upon the company's filing of a common share/warrant prospectus for an undisclosed number of shares. (prospectus)
    19 Nov 2013, 06:33 PM Reply Like
  • >LT-

     

    Thanks for the info on (NWBO)

     

    In for a penny- In for a pound- I added to my position pre-hours. I'm thinking this may be good news.

     

    WT.
    20 Nov 2013, 08:48 AM Reply Like
  • Antibiotics and obesity-

     

    Interesting correlations-

     

    http://bit.ly/19EIliI
    19 Nov 2013, 07:02 PM Reply Like
  • WT, I wonder if you wipe out the gut bacteria in your gut has anything to do with it. Billions of bacteria no longer feeding on what you just ate seems to leave a lot more calories for you to add to the fat deposit.

     

    Holly crap looked up gut bacteria (looking for a proper word for gut bacteria) and this is what I found.

     

    Gut bacteria may be key to fighting obesity. Posted Sept 5th 2013.

     

    http://cbsn.ws/19GI7rl
    20 Nov 2013, 09:49 AM Reply Like
  • Not so sure I would be volunteering for the fecal transplants in that article above.

     

    "How might those findings translate to people? For a particularly hard-to-treat diarrheal infection, doctors sometimes transplant stool from a healthy person into the sick person's intestine. Some scientists wonder if fecal transplants from the lean to the fat might treat obesity, too."

     

    YUK!!!!
    20 Nov 2013, 09:55 AM Reply Like
  • "Intestinal microflora; gut microbiota; microbiome, etc."

     

    http://bit.ly/1hXcxj4

     

    It is not a new observation that gut bacteria play roles in our health that are very poorly understood, and that changes in our collective intestinal flora due to antibiotics and modern sanitation may be linked to the rise in autoimmune and metabolic diseases.

     

    http://1.usa.gov/1hXcxj6

     

    It has become a hot topic recently in the medical community, with many theoretical and review papers trying to come up with a coherent explanation of the various observations.

     

    http://1.usa.gov/1hXcunE

     

    There is also a line of thought that parasitic worms in the gut have a role in our immune system healthy development.

     

    http://bit.ly/1hXec8o

     

    http://bit.ly/1hXeegu

     

    Those of us who grew up running around barefoot in the rural south may be less susceptible to asthma and allergy disorders than children in the city who are told to wear shoes everywhere for fear of germs.
    20 Nov 2013, 10:00 AM Reply Like
  • The "Hygiene Hypothesis:" http://bit.ly/18PEBvi
    20 Nov 2013, 10:21 AM Reply Like
  • I actually believe there is something to that from a common sense perspective, not a doctors. We are only as healthy as our immune system keeps us and it needs to be exercised to remain healthy too.
    20 Nov 2013, 10:43 AM Reply Like
  • >DG-

     

    "Gut bacteria" Isn't that what probiotics do? Get the system working to digest food? So if people are on antibiotics their digestive systems are only working at half-speed and they retain fat?

     

    When I am antibiotics for some infection I take probiotics to counter the fact that antibiotics kill ALL bacteria indiscriminately.

     

    I don't know if I may be countering the antibiotic purpose or not.
    20 Nov 2013, 10:55 AM Reply Like
  • I came across an interesting statistic dealing with life expectancies. The life expectancy in the US is around age 78 or so at birth, around 51st in the world behind most other modern nations.

     

    On the other hand, Afghanistan has a life expectancy at birth of 51 years. However, if you were to look at Afghanistan's life expectancy beginning at age five theirs would be among the world's highest with an attained age of 92.

     

    http://1.usa.gov/WVQZt1

     

    It seems that so many children die within the first five years of their life that the average life expectancy is so low. But for those that make it past age five, they have been exposed to just about anything on the planet that would kill most people. In many rural areas the household water is also the sewer. Cholera, Dengue fever, malaria, tuberculosis, meningitis, intestinal parasites, diphtheria, whooping cough and diarrhea right their from birth. The Afghani that reach adulthood either die a natural death at 90 plus or get shot by a jealous husband.
    20 Nov 2013, 11:20 AM Reply Like
  • WT,

     

    Yogurt and other probiotics will in no way interfere with using antibiotic drugs to treat infections and may actually help to reduce side effects due to changes in gut flora caused by the antibiotics.

     

    I have mentioned previously in this concentrator the pseudomembranous colitis side effect of antibiotics that can be serious. Probiotics may reduce the risk of something pathogenic like Clostridium difficile crowding out the normal gut flora when they get hammered by antibiotics. Lactobacillus acidophilus, the active organism in yogurt, is also an important member of your microbiota community that can help to keep C. difficile under control.
    20 Nov 2013, 04:03 PM Reply Like
  • "The Afghani that reach adulthood either die a natural death at 90 plus or get shot by a jealous husband."

     

    Or stoned or beheaded by the Taliban.

     

    There are worse things than intestinal worms to contend with in many parts of the world.
    20 Nov 2013, 04:06 PM Reply Like
  • >SM-

     

    Re: Probiotics-

     

    Thanks for the clarification. I have always doubled my yogurt intake whenever I am on antibiotics but I wondered about a possible counter-effect.

     

    As most know the side effects can be most unpleasant. I have to be most cautious with possible infection due to a couple of implants including an aortic internal arterial sleeve.

     

    Every time I have dental cleaning I need to take four 500mg Amoxicillin one hour prior to the visit. If I don't have some yogurt (6 oz container- no fat, lo sugar) I stand a good chance of either diarrhea or severe cramps. A 28 day antibiotic program I experienced a few weeks ago is a bright happening for the Greek yogurt folks!
    21 Nov 2013, 12:20 PM Reply Like
  • Yeah, I know the amox & dental work routine. With my coronary stent, that is the recommended routine.

     

    Yogurt definitely helps, whether frozen, fresh, in a smoothie, or whatever.
    21 Nov 2013, 01:21 PM Reply Like
  • Inovio Pharma jumps on MERS vaccine news
    Inovio Pharmaceuticals (INO) says preclinical testing of a MERS vaccine "induced robust and durable immune responses."More specifically, "vaccine constructs were observed to induce strong neutralizing antibodies and broad CD8+ T cells in mice."Although less contagious, the fatality rate for MERS is around five times that for SARS. (PR)INO +16% premarket
    20 Nov 2013, 08:32 AM Reply Like
  • Nice investigative penny stock site I discovered this morning!

     

    After receiving another snail mail, hard copy, 16 page long pump from "The Natural Contrarian," touting a stem cell biotech with the ticker of LIFS, I discovered this site: "Hot Stocked -- Hot Penny Stocks -- Don't Get Burned."

     

    In the below linked article from Hot Stocked, Life Stem Genetics (LIFS) raised $1M in a private placement, and then proceeded to pay The Natural Contrarian around $300,000 to pump LIFS. Total budget that LIFS has spent on hiring outside touters to promote is a staggering $1.78M (I use the word staggering because LIFS has only $20,000 in cash on the books).

     

    Point is, is that this is exactly what's going on with Stellar Biosciences. I received the same kind of 16 page long pump after Stellar had soared up almost 50%. Now? The dumping by the pumpers is continuing, and Stellar is down another 9.41% today, down to $1.54.

     

    For you AXPW owners, type AXPW in the search box, and you'll read several articles that sum up AXPW's current situation really well, as good as any I have ever read.

     

    I added Hot Stocked to my Favorites list.

     

    http://bit.ly/1bDlLZa
    20 Nov 2013, 01:35 PM Reply Like
  • Maya, I couldn't read the articles on AXPW, only the probability that is goes down from here is 72% and up 27%

     

    See if you can message me some links or copy and paste it to me in a p,m
    20 Nov 2013, 05:30 PM Reply Like
  • Northwest Biotherapeutics plunges after offering prices at $4.80
    As tipped by Tuesday evening's AH action, Northwest Biotherapeutics (NWBO -22.7%) slides hard after pricing an offering of 4,895,834 units at $4.80 each.The units are for one share of common and confer upon the holder a warrant to buy another half a share (exercise price is $6, exercisable immediately). (PR)
    20 Nov 2013, 06:03 PM Reply Like
  • PDL Bio-pharma options volume soars 3600 calls bought...normal volume is 111

     

    http://bit.ly/18qb4Mi
    21 Nov 2013, 05:22 AM Reply Like
  • Watch the hype cycle, but this one has potential

     

    Advaxis Cancer Immunotherapy Featured on ABC News PRINCETON, N.J.--(BUSINESS WIRE)--November 22, 2013--
    Advaxis, Inc., (NASDAQ: ADXS), a leader in developing the next generation of cancer immunotherapies, announced that ADXS-cHER2, its proprietary immunotherapy for the treatment of breast cancer and canine osteosarcoma, was featured on ABC News in an article titled "Bone Cancer Vaccine for Dogs Shows Promise for Breast Cancer".
    Advaxis sponsored a Phase 1 canine osteosarcoma study, conducted by Dr. Nicola Mason at the University of Pennsylvania School of Veterinary Medicine, evaluating the safety and efficacy of Advaxis' proprietary immunotherapy, ADXS- cHER2, in companion dogs. The study has shown that the dogs that received the Advaxis immunotherapy are living significantly longer than the dogs whose owners elected not to participate in the study. Even with standard of care (SOC) treatment (affected limb amputation and follow-up chemotherapy) dogs have a median survival rate of only 1 year. Sasha, a 13 year old American Bulldog and the first dog treated in the study, has survived over 600 days.
    22 Nov 2013, 09:47 AM Reply Like
  • This is on SA.....

     

    2 Speculative Biopharmas Way Under Analyst Price Targets
    Nov 22 2013, 10:54 | includes: SGYP, SNTA
    22 Nov 2013, 11:18 AM Reply Like
  • Remember my above comments about receiving a 16 page "scamphlet" from Total Contrarian about Life Stem Genetics?

     

    The final money grabbing part of the scam is on. BIG TIME! Yesterday, (OTCQB:LIFS) was down 23% and today another 55%. Yesterday's volume was 2,458,752, and today's volume so far is 2,336,000. For crying out loud, the 3 month average volume is only 46,400!

     

    Today, an article by SA Contributor, Penny Stock Realist, writes of this scam:

     

    http://seekingalpha.co...

     

    Touters like Total Contrarian, as well as the shell company Life Stem Genetics, promising benign vicissitudes in life, that their stock could turn $10,000 into $40,000 in 6 to 9 months, should be viewed as unlawful. The SEC should be investigating, the USPS should be charging them with mail fraud, and the FBI should be after them for racketeering. It's deplorable that none of these agencies are doing anything.

     

    In the above linked article, Penny Stock Realist writes that a potential $25,000,000 could be made off of this scam (I prefer rape) of unsuspecting and uninformed investors.

     

    To no surprise, the number of scamphlets I am receiving is growing, not decreasing.

     

    I am disgusted by these manipulative scoundrels.
    22 Nov 2013, 02:04 PM Reply Like
  • Well...Looks like the SEC is going after this scam. LIFS has been halted and will not reopen until Dec. 6th. Closed at 60 cents, and likely will reopen at 30 cents, and will close that day at a mere fraction of the open price.

     

    Hoping people get jailed.
    26 Nov 2013, 12:20 PM Reply Like
  • I am with you Maya but I wish there were a few more of the biggies on the list not just the little people going to jail. Where is Corzine?
    26 Nov 2013, 05:17 PM Reply Like
  • Good article out today on SA regarding Stellar Biosciences:

     

    http://seekingalpha.co...

     

    Could be why Stellar rose up to as much as $1.84 today. But, as my cynical-o-meter is on high today, I think the touters are using today's rise as an opportunity to book profits.
    22 Nov 2013, 02:37 PM Reply Like
  • I advise you to read this:

     

    You could be liable for your parents’ long-term care

     

    http://on.mktw.net/1aE...
    22 Nov 2013, 04:25 PM Reply Like
  • Zogenix surges, CCO buys shares
    Zogenix (ZGNX +10.9%) posts double-digit gains on the session.An SEC filing shows Chief Commercial Officer Richard Scott Shively (and his spouse) recently bought some 67K shares for around $187K. (FORM 4)
    22 Nov 2013, 04:53 PM Reply Like
  • FDA OKs GSK's bird-flu vaccine
    The FDA has approved GlaxoSmithKline's (GSK) vaccine for bird flu for use in people aged at least 18 years old and who have an increased risk of exposure to the virus.The vaccine isn't for commercial purposes but will be held as part of the U.S.'s national stockpile so that it is available in the event of a pandemic. (PR)
    24 Nov 2013, 06:13 AM Reply Like
  • 3 New Cholesterol Treatments Worth Watching
    Will PCSK9 treatments from Sanofi, Regeneron, and Amgen usher in a new age of cholesterol drugs, which were previously dominated by Pfizer, Merck, and AstraZeneca?
    Motley Fool
    24 Nov 2013, 08:16 PM Reply Like
  • Sanofi to spend $1-2 Billion in acquisitions....I look for 2014&'15 to be big acquisition years
    http://on.mktw.net/192...
    25 Nov 2013, 05:20 AM Reply Like
  • Novogen says Trilexium shows promise in mouse model of ovarian cancer
    Novogen (NVGN) trades higher by 15% premarket.The company says Trilexium (a lead drug candidate from subsidiary CanTx), "is highly effective at destroying ovarian cancer spheroid architecture."Essentia... researchers isolated ovarian cancer stem cells, let them form self-renewing spheroids, then injected the spheroids into mice.Here's what the researchers had to say: "Trilexium is the first drug in our hands that has been shown to penetrate and destroy the spheroid architecture. This observation demonstrates that Trilexium can diffuse into the spheroid and gives us confidence that it should be able to kill ovarian cancer tumors in vivo." (6-K)
    25 Nov 2013, 11:15 AM Reply Like
  • Celldex falls after rindopepimut interim data
    On Sunday, Celldex Therapeutics (CLDX) reported interim data from ReACT.The company says the results "demonstrate promising clinical activity" in patients with brain cancer.So far, it appears investors are not impressed, as the shares are trading lower by 7% in premarket action.Traders may be attempting to draw some conclusions about the rindopepimut study based on the reported p-values (as highlighted here yesterday): OS, p=0.16; PFS, p=0.47.The stock will be on watch as a CC to discuss the results begins at 8:30 ET
    25 Nov 2013, 11:16 AM Reply Like
  • Feurenstien has a good Calendar of FDA approval events on TSC website....several of the stocks we follow are listed for early-mid 2014 approval
    25 Nov 2013, 11:17 AM Reply Like
  • Re: (NWBO) Public offering last week- Fully subscribed incl warrants by underwriter.

     

    http://yhoo.it/182UPB5

     

    (NWBO) up 8% to $5.20.
    25 Nov 2013, 01:58 PM Reply Like
  • Galena Biopharma jumps on Oppenheimer initiation seeing 63% upside
    Shares of Galena Biopharma (GALE +9%) jump after Oppenheimer initiates the oncology-focused biotech at Outperform with a PT of $6.The firm's target implies an upside of 63% from yesterday's close.Analyst Boris Peaker thinks shares could reach $6 in the next 12-18 months. NeuVax's reported Phase I and II data is "encouraging," as is the ~$5B global commercial opportunity for the drug.Peaker places a $6 valuation on NeuVax alone and sees Abstral's "good traction in the initial stages of launch" as added value, given that "it is a competitive fentanyl formulation and will find a clear niche in the market."
    26 Nov 2013, 11:40 AM Reply Like
  • Healthcare upgrades, downgrades, and initiations for Tuesday

     

    Galena Biopharma (GALE +6.8%) initiated at Outperform at Oppenheimer. Price target is $6.

     

    Veracyte (VCYT +7%) started at Outperform at Leerink (PT $17), William Blair, and Cowen (PT $16).

     

    Surgical Care Affiliates (SCAI +2.8%) initiated at Buy at BofA. Price target is $34. \

     

    Yesterday: Goldman starts SCAI at Neutral.Heartware (HTWR +2.3%) started at Buy at CRT Capital. Price target is $109.

     

    Mallinckrodt (MNK +2%) initiated at Buy at Jefferies. Price target is $60.

     

    Harvard Bioscience (HBIO +4.4%) upgraded to Buy from Neutral at Sidoti.

     

    Forest Labs (FRX +1.1%) upgraded to Neutral from Underweight at Piper. Price target hiked to $49 from $33

     

    Cardiovascular Systems (CSII +0.9%) cut to Hold at Benchmark. Price target is $35.
    26 Nov 2013, 01:53 PM Reply Like
  • Chelsea Therapeutics rises, article sees big upside
    Chelsea Therapeutics (CHTP +8.2%) is trading markedly higher on the session.
    Perhaps helping the cause is SA contributor Bob's Stocks, who says the shares "are primed for an easy double."The author says "CHTP deserves [to trade at] $8 to $9 based on the high probability of approval and potential for other possible indications for Northera."For more on Northera, see here.
    26 Nov 2013, 01:56 PM Reply Like
  • ROCKVILLE, Md., Nov. 26, 2013 (GLOBE NEWSWIRE) -- Novavax, Inc. (NVAX) a clinical-stage vaccine company, announced today that Stanley C. Erck, President and Chief Executive Officer, will present at the 25th Annual Piper Jaffray Healthcare Conference on December 3, 2013 at 1:30pm ET in New York City at the New York Palace Hotel.

     

    A live webcast link for the presentation can be accessed via the company website at http://www.novavax.com under Investor Info/Events.
    26 Nov 2013, 04:24 PM Reply Like
  • Sernova Corp Engages Carson Seabolt and Network IR
    LONDON, ONTARIO--(Marketwired - Nov. 27, 2013) - Sernova Corp (TSX VENTURE: SVA) today is pleased to announce it has engaged Carson Seabolt and Network IR ( "Network") to develop and execute a comprehensive investor communications program to raise awareness of the Company within North American and International investment communities.
    27 Nov 2013, 06:20 AM Reply Like
  • SSH .... Smartin do u know anything about this ? After the Stem Cell failure, this may have potential.

     

    http://bit.ly/1aYnYRe
    27 Nov 2013, 09:10 AM Reply Like
  • LT,

     

    I have not looked at the Sunshine Heart device, other than just now scanning that author's articles and a quick look at the company website. He seems to be really hyping it, even though he does not really explain what it is and how it works and what the potential adverse effects or disadvantages to an implanted heart-assist device may be, compared to current management of CHF.

     

    I am neither a cardiologist nor a thoracic surgeon, so I cannot really comment on his apparent argument that devices for congestive heart failure may be more effective than pharmacological management.

     

    As you are aware, there is a longstanding good-natured (mostly) rivalry between internists ("Fleas") and surgeons ("Blades" or "Scalpel Jocks"). This argument probably falls into that realm of nonsense about who and what is better for the patient.

     

    Lots of implantable devices turn out to be small miracles for ailing patients, and others turn out to create as many problems as they solve in some people. They will never fully replace pharmacologic management of complex pathophysiology, such as CHF (many involved systems, many causes). We are not on the cusp of a Borg world where all your broken bits can be replaced or augmented with mechanical systems.

     

    Stem cell technologies have great promise and are greatly hyped as the next big breakthrough. I am cautious about such hubris.
    27 Nov 2013, 10:06 AM Reply Like
  • I agree with the hype, it may or may not be approved. It's a small % of patients that do better, and very little improvement on quality of life and life expectancy.
    Stem cells may someday help, but it's a very long way off.
    27 Nov 2013, 11:28 AM Reply Like
  • A lot of new upgrades and recommendations from PiPer and one other analyst this week, many of our stocks were listed on both.

     

    Healthcare coverage initiations roundup

     

    Piper starts Celgene (CELG) at Neutral.

     

    Repros Therapeutics (RPRX) initiated at Overweight at Piper. Price target is $26.
    Piper starts Gilead (GILD) at Overweight. Price target is $91.

     

    Incyte (INCY) initiated at Overweight at Piper. Price target is $56.Piper starts

     

    Insmed (INSM) at Overweight. Price target is $34.

     

    Piper starts MannKind (MNKD) at Neutral.

     

    Nektar Therapeutics (NKTR) is initiated at Overweight at Piper. Price target is $20.
    Amgen (AMGN) initiated at Overweight at Piper. Price target is $143.
    Vanda (VNDA) started at Overweight at Piper. Price target is $21.

     

    Piper initiates Pharmacyclics (PCYC) at Overweight. Price target is $160.
    Piper upgrades Isis Pharmaceuticals (ISIS) to Neutral from Underweight.
    Piper starts Alexion (ALXN) at Overweight. Price target is $172.
    28 Nov 2013, 05:15 AM Reply Like
  • Novo Nordisk to start Phase 2 study of diabetes pill
    Novo Nordisk (NVO) is set to initiate a Phase 2 study of oral Victoza.
    "It is a milestone because this is not incremental innovation, it's disruptive innovation," CSO Mads Krogsgaard Thomsen tells Reuters.
    Although developing an oral formulation of the $1.7B-selling GLP-1 diabetes treatment won't be easy, Thomsen says "the data [he has] so far suggests [NVO] can do it."NVO is looking to get the oral version to market within five to six years, Reuters says.NVO +3.9% premarket
    29 Nov 2013, 04:18 PM Reply Like
  • Here is the best overview on Northwest Bio (NWBO) that I have read, feedback appreciated as I may take a starter position.
    If this info is true, and the product works, this is a home run. Cash burn is high, so there will be further dilution, but advantages and stage III trials ending in 2014 is getting close to paying off.

     

    http://seekingalpha.co...
    2 Dec 2013, 06:36 AM Reply Like
  • Here is an Oct. article that explains it's cash burn rate and debates that tell the "negative side"....

     

    Who is right ?
    Why is the mkt. cap so low if it has such great potential?
    Why is no partner involved yet ?

     

    Sounds just like AXPW & JP defending PIPE deals

     

    http://seekingalpha.co...
    2 Dec 2013, 06:47 AM Reply Like
  • >LT-

     

    Re:(NWBO)

     

    Thanks-

     

    Having lost a few close friends to brain cancer, I believe these folks may have the real answer.

     

    NWBO also started simultaneous Phase III trials in Germany for GBM as announced in September.

     

    I took a significant position (for me) a couple of weeks ago.

     

    WT
    2 Dec 2013, 10:01 AM Reply Like
  • Re: (NWBO)

     

    Capital Ventures (Hedge fund?) just reported that they own 3.2 million shares of (NWBO) four times more than the next highest owner. That's just under 10% of the outstanding stock and represents almost all of the offering of ten days ago.

     

    http://bit.ly/1bDQCtU
    2 Dec 2013, 10:55 AM Reply Like
  • they are the PIPER's that took the funding.
    2 Dec 2013, 11:24 AM Reply Like
  • >LT-

     

    Thanks for the clarification- Wonder how much, if any Capital Ventures kept-
    3 Dec 2013, 02:56 PM Reply Like
  • Author’s reply » Took 24% profit on (NVAX).
    2 Dec 2013, 09:56 AM Reply Like
  • FPA: Great going!

     

    HardToLove
    2 Dec 2013, 10:12 AM Reply Like
  • Re: (NVAX)

     

    Price was up over $4.00, up 7.5% this morning, now dropped to $3.96.

     

    Something going on?
    2 Dec 2013, 10:21 AM Reply Like
  • WWT: Normal intra-day early behavior AFAICT. Buy:sell ~8:7, so nothing really biased one way or the other.

     

    HardToLove
    2 Dec 2013, 10:24 AM Reply Like
  • Author’s reply » I looked and could not find anything... As Maya pointed out they have a presentation on Dec 3... My guess is bets are being placed on that... I decided to book profits now as opposed to betting on a near term home run... Their burn-rate worries me a bit... Look at the volume... short covering??
    2 Dec 2013, 10:28 AM Reply Like
  • Re: (NVAX)

     

    Sounds right to me, Rattie- I couldn't find anything but that news on the presentation. I sold out all at $3.96 for a 28% pop.

     

    You never lose money by selling too soon!

     

    Thanks, WT
    2 Dec 2013, 10:42 AM Reply Like
  • Author’s reply » Very Nice!
    2 Dec 2013, 10:48 AM Reply Like
  • >HTL-

     

    Thanks for the trade data-

     

    WT
    2 Dec 2013, 12:31 PM Reply Like
  • Just a thought- Not about NVAX as such, but closely related. I just read an article in Atlantic Monthly, a mag I've been getting for about 50 years, regarding flu treatments and preventive efforts. I tried to access the article online but was not able to do so. The article appears in the current (December) issue.

     

    Sanofi (SNY) is discussed in the article as one of the major developers of flu vaccine, still doing it the old fashioned way by injecting into a bored hole in chicken eggs, but what got my attention is a comment in the article that none of the current vaccines are capable of stopping a pandemic.

     

    Maybe someone else may have a way to link to the article- a worthwhile read.

     

    WT
    2 Dec 2013, 07:51 PM Reply Like
  • Still holding my NVAX, it could still double from here easily.

     

    It's difficult to choose what next? GALE, NVGN, NovoNordis, NWBO .... and more....where do u start & stop?
    2 Dec 2013, 10:52 AM Reply Like
  • >LT-

     

    "It's difficult to choose what next?"

     

    I took a position in (NVO) a couple of weeks ago (up 8%). Their product Victoza, which stimulates the pancreas to naturally produce more insulin is a winner. It is one of their major products, accounting for 14% of its revenue last quarter. That is in Europe. Since diabetes is a much more pronounced disease here I feel it will be in the US soon. I'm in for the long haul on this one.

     

    WT
    2 Dec 2013, 11:53 AM Reply Like
  • I see somewhat of a price waffling on several pharma companies that I follow. I'm not sure if it's because some are taking profits (like FPA and me) or just that there is a sector rotation forming up. I just don't feel comfortable holding some right now.

     

    Trading with my gut I have also sold (CEMP) +20% and (INO) +26% both at healthy profits.

     

    I still have my reduced position in Mankind (order is in writing some in-the-money Calls), plus significant holds in (NVO), (CYTK), (NWBO) and of course (VICL), a whole lot of under-water VICL.

     

    CYTK is down 15% while VICL is down around 22% and (MKND) off 15% - the rest up double digits.

     

    I also hold (IRY) international pharma ETF, up 12% I'm a little more sanguine about the international druggies.

     

    Be careful out there!

     

    WT
    2 Dec 2013, 12:52 PM Reply Like
  • WT, thanks for the list of your holdings, mine is only NVAX, MNKD, and several of yours and others we speak of is on my "hot-watchlist"

     

    I like NVO story too.

     

    In short, I have two worries about any pharma or bio-tech....one is the price of these new drugs, second is time to mkt. and they will over dilute as all CEO's fear another credit crunch/tight credit years.
    Then they don't know how to deploy it properly.

     

    So, I think the big boys have to start a major buying spree. They can't make it on the old names that are generic now.

     

    If you choose the right 2-3 bio's, it's a grand slam. Much more than just a double.
    2 Dec 2013, 07:41 PM Reply Like
  • I'm with LT and still holding NVAX. (I'm up about 31%)

     

    Admittedly, old numbers, but as of Sept 30, there were 42 "new" positions for 19.3M new shares, 90 increased positions for 40.3M added shares, while there were 24 "decreased" positions for only 4M shares that were sold.

     

    Pretty lopsided toward accumulation. (New and added shares = almost 60M shares vs. 4M sold)

     

    There's about 16.3M shares of the float short, which during the last reporting period was on the rise, from 15.6M.

     

    Also, since last March, NVAX daily volume has been on the rise, and picked up more steam mid-August.

     

    Relative Strength Index is at 78.3 = Overbought. MACD also in overbought territory.

     

    On the two year chart (and this is not exact) but it looks like today we're pushing above resistance, so we're either in a break out period, or tomorrow we could see a sell off. Interesting to see if NVAX is traded by the HFTs or not, especially with all the accumulation going on last Q, and the apparent accumulation trend continuing into this Q.

     

    This week will be an interesting one, indeed, as there "could" be a battle between technical trading or continued buying pressure because of NVAX's "story."
    2 Dec 2013, 03:25 PM Reply Like
  • Still following NVAX, I see.

     

    Have been holding it for years....still have 2800 and finally above the water.

     

    I've seen targets above $10 for it.

     

    gl
    2 Dec 2013, 03:34 PM Reply Like
  • Hey, hey, buddy! Cyber hugs!

     

    Hoping all is well!
    2 Dec 2013, 03:50 PM Reply Like
  • Author’s reply » FREYA!!!!!!

     

    Welcome…. for those of you that don't know, Freya is the person that started this concentrator many years ago. Great to see you Freya! HUGS…
    2 Dec 2013, 03:39 PM Reply Like
  • BTW........I now own Axion and it has seen a breakout......

     

    Axion International...AXIH..... that piece of XXXX AXPW.

     

    Mundane and def not "cool" business. Green ecologically.....Railroad Ties.

     

    I wish I had bought Tesla at $30 when JP was telling everyone it could only go down.
    2 Dec 2013, 03:51 PM Reply Like
  • Hey Freya, been a while. Glad you stopped in. You and YH are dearly missed.
    2 Dec 2013, 06:47 PM Reply Like
  • you and 5000 others too Freya ! I sold all of mine before the PIPE deal when TG failed to deliver sales. Probably won't touch it again.....I see zero potential.

     

    btw...good to see you :)
    2 Dec 2013, 07:36 PM Reply Like
  • Here's why NVAX is up....I knew there was a sleeper pushing the price up this far.
    There is another article on bloomberg.com about the Holiday Chicken consumption causing flu cases to increase.

     

    First Bird Flu case in humans confirmed in Hong Kong (sorry for the misquote )
    http://bloom.bg/1eJiN8I
    2 Dec 2013, 08:01 PM Reply Like
  • Hong Kong on health alert due to bird virus
    Officials in Hong Kong confirmed the first case of H7N9 bird flu in the region this year.As a result of the incident, Hong Kong is on a public health alert and has suspended the import of live chickens from the mainland.Related stocks: Yum Brands (YUM)
    3 Dec 2013, 07:23 AM Reply Like
  • 5 drug approvals in 2014 to change millions of lives

     

    http://bit.ly/1beenmi
    2 Dec 2013, 09:09 PM Reply Like
  • (CYTK) CYTOKINETICS ANNOUNCES CLOSING OF ENROLLMENT INTO BENEFIT-ALS, A PHASE IIB CLINICAL TRIAL OF TIRASEMTIV IN PATIENTS WITH AMYOTROPHIC LATERAL SCLEROSIS

     

    Results are Expected in First Half of 2014

     

    http://bit.ly/IDU4YV
    3 Dec 2013, 08:00 AM Reply Like
  • BSDM did some work in the Brain Cancer arena years ago.

     

    Its one of my "forever" stocks since I want to keep updated on anything cancer related.

     

    If I or anyone I know gets Terminal Cancer, I send them to BSDM........BSD Medical......first, on a just in case basis.
    3 Dec 2013, 01:01 PM Reply Like
  • Re: (VICL)

     

    Anybody else notice that it has been creeping up by a penny or so every other day for the last week or more?

     

    Hmmm

     

    WT
    3 Dec 2013, 08:55 PM Reply Like
  • >HTL-

     

    I was poking around the (NVAX) archives and found this article from almost five years ago to the day. This was fine work back then and you continue to do so!

     

    http://seekingalpha.co...

     

    Many thanks!
    WT
    3 Dec 2013, 11:07 PM Reply Like
  • WWT: Good Grief!

     

    I'd forgotten all about that one.

     

    Talk about being a wee bit early though ...

     

    HardToLove
    4 Dec 2013, 06:23 AM Reply Like
  • http://seekingalpha.co...

     

    FDA Clears ARCA Bio To Start Landmark Personalized Medicine Clinical Trial
    4 Dec 2013, 10:23 AM Reply Like
  • Re:(NVO)

     

    Excerpt from a Dow Jones item including NVO- 3 December

     

    "Novo Nordisk A/S (NVO) said it expects to file for U.S. regulatory approval for its new obesity drug "within weeks" with hopes of getting approval within a year, a move the Danish drug giant hopes will help diversify a product portfolio largely aimed at people suffering from diabetes. Shares rose 0.9%, to $179.51."
    4 Dec 2013, 10:53 AM Reply Like
  • Did anyone notice that during the last minute yesterday, some entity bought ~ 5.5M shares of Novavax? Double count or not, that's a lot of shares.
    4 Dec 2013, 02:57 PM Reply Like
  • Author’s reply » Do you know what their burn rate is Maya?
    4 Dec 2013, 03:00 PM Reply Like
  • FPA: I have to go back and check. But I do recall they have some cash, and BARDA $. I'm out the door in a few minutes for a hair cut in front of a beer and locally produced cheese tasting at my pal's eatery tonight.

     

    Frankly, I'm surprised Sanofi Aventis has not attempted to buy Novavax outright. The widespread and growing institutional ownership, and this ~ 5.5 single swipe make me go hmmmm.
    4 Dec 2013, 03:13 PM Reply Like
  • don't hold me to it, but I think they have over $40 million now, with a burn rate of about $15 million/quarter.

     

    It's in one of the SA articles here. I can't dig it out right now, but it's there. I think I posted it after the last raise.
    4 Dec 2013, 04:26 PM Reply Like
  • Per the Piper Jaffe Presentation yesterday:
    Ted A. Tenthoff – Piper Jaffray, Inc.

     

    Really, super cool program. So thanks for going detail on that. We are just about out of time and I want to make sure I ask Buck at least one question here. You guys recently were successful of raising $100 million. It was really great institutional investors and it ended 3Q with $146 million. With the product contract how long will this cash last?

     

    Barclay A. Phillips

     

    Thanks, Ted. I think first of all we are very fortunate to recruit the kind of investors that we saw in that last financing. The capital and the balance sheet at the end of the third quarter of this year was $146 million. Based on the development plans that we’ve identified in the company we believe that that $146 will fund us into 2016. So over two years of cash at this point in time.
    4 Dec 2013, 06:04 PM Reply Like
  • Author’s reply » Ahhhh…. thanks OG.
    4 Dec 2013, 06:53 PM Reply Like
  • Ditto! Thanks, OyGee!
    6 Dec 2013, 05:29 PM Reply Like
  • Ludicrous new rule from NY DOH, with no scientific basis, but potentially advantageous to influenza vaccine manufacturers:

     

    http://bit.ly/18ocMu9

     

    The gist of it, from a memo received today from DOH:

     

    >>Under these regulations, during the 2013‐2014 influenza season, all healthcare personnel who are not vaccinated against influenza will be required to wear a surgical or procedure mask (which must be provided to such personnel free of charge) while working in areas where patients are typically present. “Healthcare personnel” are defined as all persons employed or affiliated with a healthcare or residential facility or agency, whether paid or unpaid, including but not limited to employees, members of the medical and nursing staff, contract staff, students, and volunteers, who engage in activities such that if they were infected with influenza, they could potentially expose patients or residents to the disease.<<
    5 Dec 2013, 01:45 PM Reply Like
  • Wouldn't the patients coming in sick with the flu be the bigger threat to the other patients? So why not make them wear the masks to keep from infecting the other patients and the staff. Ludicrous I agree.
    5 Dec 2013, 05:12 PM Reply Like
  • The demigods of healthcare bureaucracy can only regulate and enslave the care-providers in the setting of hospitals and institutions. They cannot force the public at large to be healthier in their habits, much as they try.
    5 Dec 2013, 08:18 PM Reply Like
  • Novartis cancer drug meets main goal in Phase III study
    Novartis' (NVS) LBH589 drug for treating relapsed and refractory multiple myeloma, a bone marrow cancer, met its primary goal in a Phase III trial.
    When combined with two other therapies, bortezomib and dexamethasone, LBH589 significantly increased progression-free survival in patients compared with those treatments alone.
    Other companies working on drugs for multiple myeloma include Celgene (CELG) and German firm MorphoSys (OTCPK:MPSYF). (PR)
    6 Dec 2013, 04:37 AM Reply Like
  • Leukemia drugs in focus at hematology meeting
    The annual American Society of Hematology meeting is due to start today in New Orleans, where new treatments for chronic lymphocytic leukemia from Gilead Sciences (GILD), Pharmacyclics Inc. (PCYC), Infinity Pharmaceuticals (INFI), Roche (OTCQX:RHHBY) and others will be a focus.Analysts forecast that the drugs will collectively generate up to $9B a year in annual revenue by 2020.
    6 Dec 2013, 07:03 AM Reply Like
  • I swear this stock has 9 lives

     

    Mayo Clinic study boosts Geron
    Shares of Geron (GERN) are up 9% in premarket trading.Behind the move looks to be an article outlining a Mayo Clinic study which says imetelstat "has been found to induce morphologic, molecular, and clinical remissions in some patients with myelofibrosis."The study's lead author calls the results "early but promising."Amusingly, the article appears to have been posted ahead of its scheduled release from embargo.Full article is here
    6 Dec 2013, 09:12 AM Reply Like
  • LT--

     

    No article link-
    6 Dec 2013, 10:04 AM Reply Like
  • Found it:
    http://mayocl.in/1bla6Sq

     

    Mayo Clinic: Drug Induces Morphologic, Molecular and Clinical Remissions in Myelofibrosis
    6 Dec 2013, 10:19 AM Reply Like
  • >LT-

     

    Thanks for the Mayo article-

     

    WT
    6 Dec 2013, 05:27 PM Reply Like
  • Large volume buying pressure continues for NVAX:

     

    11:21 AM 762,800 shares @ $4.10 = $2,979,880
    11:24 AM 366,300 shares @ $4.14 = $1,392,282
    11:52 AM 467,000 shares @ $4.20 = $1,961,400

     

    Looks like the triple top breakout that occurred on Nov. 29 NVAX is going to continue with this kind of bulk buying volume.
    6 Dec 2013, 05:44 PM Reply Like
  • http://yhoo.it/1jzUzSf

     

    Impressive ... Up date on gene therapy for Leukemia,

     

    should we buy Novartis ?
    8 Dec 2013, 05:40 AM Reply Like
  • >LT-

     

    Thanks- (NVS) on my radar! Quite the results.
    8 Dec 2013, 12:51 PM Reply Like
  • It is indeed impressive. The future of truly personalized medicine.

     

    However, it is not clear to me how this becomes a profitable industrial product, as it still involves very specific laboratory work for each patient using their own cells with gene modifications made in the laboratory. This is not a process amenable to factory production.

     

    >>
    The gene therapy must be made individually for each patient, and lab costs now are about $25,000, without a profit margin. That's still less than many drugs to treat these diseases and far less than a transplant.

     

    The treatment can cause severe flu-like symptoms and other side effects, but these have been reversible and temporary, doctors say.

     

    Penn doctors have treated the most cases so far — 59. Of the first 14 patients with CLL, four had complete remissions, four had partial ones and the rest did not respond. However, some partial responders continue to see their cancer shrink a year after treatment.

     

    "That's very unique to this kind of therapy" and gives hope the treatment may still purge the cancer, said Porter. Another 18 CLL patients were treated and half have responded so far.

     

    Penn doctors also treated 27 ALL patients. All five adults and 19 of the 22 children had complete remissions, an "extraordinarily high" success rate, said Dr. Stephan Grupp at the Children's Hospital of Philadelphia.
    <<
    8 Dec 2013, 03:06 PM Reply Like
  • SM, it's simply just my opinion, but I have always thought the cures lie in personalized medicine. Not in the past treatment that has ran costs way out of line or a pill. I think these results are just the beginning. If ones body can produce the antibodies it's a wonderful tx. or cure.

     

    IMO, cost will be high for some time, but much cheaper than current regimes. and.....2 years to mkt, it right around the corner. I am sure after my generation is gone (i'm 58) there will be cures for most of the illnesses that plague us. Heart disease & CA being the main 2.
    8 Dec 2013, 03:43 PM Reply Like
  • LT, having achieved double nickels myself, I am very hopeful that you and I will benefit from such technologies in the near future.

     

    My great fear is that the current climate and regime in DC will create the two-tiered heath care system that Frederick Pohl predicted in his sci fi novels. One tier for the proles, with rationed care and the "Death Panels" of bureaucrats who make their decisions, and "Full Health" for the elites who are judged worthy of society's full benefits.

     

    Whose toes must I kiss to get Full Health?
    8 Dec 2013, 06:48 PM Reply Like
  • I'm not taking any chances. You youngsters may see the cures while we OFs have to look for alternatives.

     

    In Robert Heinlein's "I Will Fear No Evil" the protagonist gets chilled out to get rid of his worn out carcass and gets himself re-installed in the body of a gorgeous woman.

     

    Now there's some food for thought.
    8 Dec 2013, 07:40 PM Reply Like
  • Now that was a mind bending story in its day!

     

    I cut my teeth on Heinlein and Asimov, and still think few can match them in grand visions with engaging characters.

     

    Heinlein's Stranger In A Strange Land, Herbert's Maud'dib, Asimov's Daneel Olivaw.
    8 Dec 2013, 10:39 PM Reply Like
  • "Stranger In A Strange Land" - a long-time favorite of mine. Many others, which I've now forgotten, but that one and a few others stick with me.

     

    HardToLove
    9 Dec 2013, 10:40 AM Reply Like
  • Asimov was my most early sci-fi. I STILL have about 20 old books of his including the "Foundation" series. One of my favorite Heinlein recently re-read is "The Moon Is a Harsh Mistress".

     

    They just don't write like these guys did anymore.
    9 Dec 2013, 01:24 PM Reply Like
  • Hong Kong reports second Bird Flu case:

     

    http://abcn.ws/1bptmd6
    8 Dec 2013, 03:03 PM Reply Like
  • News of the new CLL treatments is spreading, look for stocks to move on it soon.

     

    New Leukemia Drugs Bring Chemotherapy-Free Treatment Potential
    http://bloom.bg/IWNdde
    9 Dec 2013, 05:23 AM Reply Like
  • Don't know what this means, but it usually isn't good:

     

    United Therapeutics handed subpoena for three treatments
    United Therapeutics (UTHR) has received a subpoena from the Department of Health & Human Services requesting documents related to the company's marketing of three treatments for pulmonary arterial hypertension (PAH).
    The drugs involved, which are United Therapeutics' Remodulin injection, its Tyvaso inhalation solution and its Adcirca tablets, are the firm's only therapies that have received FDA approval.
    The subpoena follows an investigation by the DOJ. (PR)
    9 Dec 2013, 07:31 AM Reply Like
  • NEW YORK, Dec 9 (Reuters) - Advaxis Inc :
    * Up 22 percent to $4.38 in premarket; signs license deal with Global bioPharma to develop
    ADXS-HPV in Asia
    9 Dec 2013, 08:03 AM Reply Like
  • Antibiotic Resistance - piece from Mother Jones
    Very interesting-

     

    http://bit.ly/18xwTWU

     

    WT
    9 Dec 2013, 05:31 PM Reply Like
  • Get this book.

     

    http://amzn.to/19ziycN
    10 Dec 2013, 10:59 AM Reply Like
  • Re: Herbal Antibiotics-

     

    Thanks, DG -

     

    We do quite a bit of herbal rather than over the counter medicinal treatments.
    10 Dec 2013, 11:33 AM Reply Like
  • Hemispherx Biopharma goes parabolic on study expansion news
    Hemispherx Biopharma (HEB +80.3%) is up sharply on the session.
    The company says its Phase 1/2 study of a Ampligen/ intranasal seasonal influenza vaccine combo for "enhanced protection against certain potentially pandemic influenza strains" will be expanded based on safety results observed by the FDA and the DMC. (PR)
    9 Dec 2013, 08:04 PM Reply Like
  • Pay not attention to the title, just read this article. It's amazing the tech we have now & what u can do with a smart phone.

     

    http://cnb.cx/J8VP1b
    9 Dec 2013, 08:20 PM Reply Like
  • Lots of news and new drug studies disclosures at the ASH conference this week....too much to post here, but I suggest you check it out
    10 Dec 2013, 07:57 AM Reply Like
  • Navidea Bio soars on Fast Track designation for Lymphoseek
    Navidea Biopharmaceuticals (NAVB) jumps 30% in premarket trading.
    The company says the FDA has granted a Fast Track designation to Lymphoseek for "sentinel lymph node detection in patients with head and neck cancer."
    The radiopharmaceutical is currently approved for use in helping to diagnose the spread of breast cancer and melanoma.
    NAVB says it expects to file an sNDA "before year-end." (PR)
    [Healthcare, On the Move] Comment!
    10 Dec 2013, 07:58 AM Reply Like
  • For best results when printing this announcement, please click on the link
    below:
    http://reut.rs/1cymPRT
    Analysis Process Under Way For Data Monitoring Committee's Assessment
    BETHESDA, Md., Dec. 10, 2013 /PRNewswire/ -- Northwest Biotherapeutics, Inc.
    (NASDAQ: NWBO) ("NW Bio"), a biotechnology company developing non-toxic DCVax
    personalized immune therapies for solid tumor cancers, announced today that the
    number of events required to trigger the first interim analysis of its Phase III
    clinical trial in patients with Glioblastoma multiforme (GBM) brain cancer has
    been reached, and the analysis process is under way which will culminate in the
    independent Data Monitoring Committee's assessment.
    10 Dec 2013, 08:29 AM Reply Like
  • >LT-

     

    Thanks for the (NWBO) link.

     

    Looks like the end of January before the results are analyzed. The doublespeak in biopharma press releases is often unfathomable unless you're in the industry. Does the fact that they have enough data to come to a result bode well?
    10 Dec 2013, 11:39 AM Reply Like
  • WT...I think it does bode well, even so...they are still a long way from approval. I'm just watching for now. But these bio's have a way of leaving me behind.
    I only catch maybe 1 out of 10 that I follow before the skyrocket or go bust. I just refuse to chase them if I'm late.
    10 Dec 2013, 03:57 PM Reply Like
  • >LT-

     

    Thanks-

     

    Re:(NWBO) I read through several of the testimonials and believe these folks really have a good thing.

     

    Like everything else I'm sure there are negatives to be exposed as well. To someone facing a death sentence as a result of GBM and then experience total remission would be worth just about any risk. I wonder if the timeline for trials is similar in Europe.

     

    WT
    11 Dec 2013, 10:03 AM Reply Like
  • Europe is usually faster. I would expect the same with NWBO.
    11 Dec 2013, 10:08 AM Reply Like
  • http://bit.ly/18RFyt6

     

    Zogenix Announces FDA Approval of 4 mg SUMAVEL(R) DosePro(R) (sumatriptan injection) Needle-Free Delivery System
    10 Dec 2013, 09:01 AM Reply Like
  • New H7N9 bird flu resists drugs without losing ability to spread

     

    http://reut.rs/19zZ2gc
    10 Dec 2013, 03:54 PM Reply Like
  • SMaturin: it's a good thing it doesn't start off highly transmissible.

     

    Let's hope it stays that way.

     

    HardToLove
    10 Dec 2013, 05:13 PM Reply Like
  • Yes, so far it has been a zoonotic (caught from the animal reservoir) disease, rather than a human-transmitted epidemic.

     

    That could be a single mutation away from changing, with the mutability of influenza viruses. I am glad we have companies working on vaccines for the H7 lines.
    10 Dec 2013, 05:52 PM Reply Like
  • Geron (GERN) ... here is why the stock went from basically $1 to $5
    (readers use caveat emptor, this stock and BCRX has 9 lives and each one has always been the next great thing)

     

    SM, lot's of heavy reading here, Just wondering if this guy is right that they have stumbled onto the holy grail and can't prove it .. and/or don't know what to do with it ? If it is, this is the most huge thing we have on our list.

     

    http://seekingalpha.co...
    11 Dec 2013, 04:48 AM Reply Like
  • LT,

     

    as I've said before, I shy away from cancer cures. For my own ethical concerns and because most of them don't really work but cost a fortune. Nonetheless, I shall take a look at the GERN article when I can.

     

    Last night I found this particulary interesting reading about (SYN) and intend to watch and investigate further.

     

    http://seekingalpha.co...
    11 Dec 2013, 08:23 AM Reply Like
  • OK, a quick read of the GERN article, written by an electrical engineer, not a health field scientist.

     

    Lots of hype and hearsay and sciency buzzwords like "telomerase," but no hard data on which tumors actually benefit in controlled studies, or any real understanding of how this magic bullet is supposed to work, or any explanation of why they stopped all research on it in solid tumors.

     

    "Danger, Will Robinson! Danger!"
    11 Dec 2013, 08:46 AM Reply Like
  • re: last paragraph....the hint is that is worked or did something to multi tumor types. I am sure it did not cure them, and as to why they pulled the tests is the mystery.

     

    There was one other bit of info, the drug was able to cross the blood/brain barrier....to my knowledge, not much has ever been able to cross that. That would be a break thru in itself. If it could be used as a carrier for known treatments that work.
    11 Dec 2013, 09:23 AM Reply Like
  • How very interesting the flurry of announcements from (SYN) in the past few days and the public offering yesterday that has plummeted the SP from around 1.30 to 0.99 this morning.

     

    http://bit.ly/1dtMVnO

     

    Still one to keep an eye on with some promising novel technologies. Glad I did not buy it yesterday!
    12 Dec 2013, 12:29 PM Reply Like
  • Progenix catalysts: Might be a risky short term trade.

     

    http://seekingalpha.co...
    11 Dec 2013, 05:20 AM Reply Like
  • Click the following link to watch video: http://reut.rs/1fjfHcF Source: CNBC Description: CNBC's Jane Wells looks at Promescent, a new drug for men that treats premature ejaculation. (To access all exclusive Reuters Insider programming visit: http://reut.rs/1fjfG8H) Short Link: http://reut.rs/1bUqk6O Transcript (May be auto-generated) I'm doing a story for CBC dot com about what could be the next big effects drug accepted treat the condition. We don't really want it. Say out -- and we've all gotten used to hearing insane erectile dysfunction. Correct public option Iraq outlets aren't -- public budget is like saying ammonia or so rise. But this new product call pro -- it treats the opposite problem for men -- -- picture in. Anyhow. To try get around it from us and come up with a funny new act started a guy named wait for Peter. These are commercial shows Peter jumping the gun so to speak before finally revealing the -- They're great. Oh -- and in the world and this. Is rose. Registered this. Now lot corks popping and toothpaste exploding hand are perhaps not the most. Delicate touch it but how else do we explain what we're talking about. Prima. I don't wanna say premature. So I asked people on Twitter for euphemisms. And I got some really helpful suggestions. Christmas in July. An unwelcome compliment. That free border. Landing at a schedule we got a lot of airplanes references the early bird special. Took a healthy that's very clever and -- that this CNBC. The early paper. And my favorite irrational exuberance. -- --
    For Reuters Top News page click the following link:
    11 Dec 2013, 06:19 AM Reply Like
  • IBM and bacterial infections treatment-

     

    IBM? Did he say IBM?

     

    Neat stuff-

     

    http://www.ibm.com/us/en
    11 Dec 2013, 08:30 PM Reply Like
  • thanks WT, I wasn't aware of IBM's presence in this area. However IBM is on my watch list for the next blue chip buy.
    11 Dec 2013, 10:05 PM Reply Like
  • Don't know anything about this one or the next post:

     

    Prothena +5.3% AH, inks collaboration deal with Roche for Parkinson's antibodies
    Prothena (PRTA) shares jump 5.3% AH after the company enters a worldwide collaboration deal with Roche to develop and commercialize antibodies targeting alpha-synuclein, including PRX002, Prothena's Parkinson's treatment (expected to enter Phase I trials in 2014).In the U.S., the companies will share all development and commercialization costs, as well as profits, on a 70%-30% basis in favor of Roche. Outside America, Roche will have sole development responsibility and pay Prothena "up to double-digit royalties."Under the agreement, Prothena will receive an upfront payment of $45M, with the company eligible for additional payments of up to $380M contingent on development/sales milestones and up to $175M in ex-U.S. commercial milestone payments.
    12 Dec 2013, 03:51 AM Reply Like
  • GenVec +23.6% AH after RAC approves initiation of CGF166 phase I study
    GenVec (GNVC) shares spike 23.6% AH after the company discloses the National Institutes of Health's Recombinant DNA Advisory Committee unanimously approved the initiation of a Phase I study of CGF166, an adenoviral vector engineered to express the atonal gene in patients with severe hearing loss. (8-K)CGF166 uses GenVec's adenovectors tech and is being developed by the Novartis Institute for Biomedical Institute under a research collaboration and license agreement with GenVec.An investigational new drug application is expected to be filed in Jan.
    12 Dec 2013, 03:51 AM Reply Like
  • Zach's came out today with this entry on (NVAX):

     

    Can Novavax, Inc. (NVAX) Continue to Rise?
    "Investors have definitely seen some solid trading in Novavax, Inc. (NVAX) lately, leading to gains for some. However, NVAX is now in overbought territory thanks to its latest move, as the firm has an RSI value of 71.1. Additionally, Novavax, Inc. currently has a Zacks Rank #4 (Sell), so if the earnings estimate trend is any guide, a fall might be coming for this overbought stock." http://bit.ly/1bxMo0X

     

    I have taken some gains off the table, so if it has a healthy dip I will be adding.
    mj
    12 Dec 2013, 06:18 AM Reply Like
  • Yeah, Mercy. I'm considering lopping off a third to half of my position today. Thanks for the link.
    12 Dec 2013, 08:46 AM Reply Like
  • LOS ANGELES (MarketWatch) -- An initial public offering for Kindred Biosciences Inc. KIN +71.29% yielded more than 40% gains in its first trades in its first few minutes of trading Thursday. The company, which specializes in biopharmaceuticals designed for pets, offered 7.5 million shares at $7 each in its first day on the Nasdaq market. Shares started trading at 10:25 a.m. Eastern and were up $2.30 to $9.30 in recent action, a gain of 33%
    12 Dec 2013, 11:51 AM Reply Like
  • NWBO, why is it down .64 cents today ? That's a big drop.
    12 Dec 2013, 12:25 PM Reply Like
  • >LT-

     

    Re: (NWBO) I see nothing new- Could be just profit taking after the spike up a few weeks ago. Trading is quite thin as well.
    14 Dec 2013, 08:10 PM Reply Like
  • Wealth Daily is doing a second round (or, maybe third?) of touting Stellar Biotechnologies (OTCQB:SBOTF).

     

    No other biotech intrigues me as much as Stellar. But, I remain uncertain as to when to buy some Stellar due to the pumping.

     

    The pump piece has yet to gain Google, or MSN Bing, or Yahoo's attention. When it does, I'll provide the link.
    14 Dec 2013, 09:10 PM Reply Like
  • NWBO responds to the big drop :

     

    NW Bio Responds To Shareholder Inquiries Following Immune Therapy Sector's Recent Market Decline
    Significant Differences In Technology, Trials and Company Positioning Described
    PR Newswire
    BETHESDA, Md., Dec. 16, 2013
    BETHESDA, Md., Dec. 16, 2013 /PRNewswire/ -- Northwest Biotherapeutics, Inc. (NASDAQ: NWBO) ("NW Bio"), a biotechnology company developing non-toxic DCVax(R) personalized immune therapies for solid tumor cancers, today responded to inquiries from shareholders and investors about differences between NW Bio's technology, products and clinical trials and those of a Competitor who recently announced the results of a Phase II clinical trial with a dendritic cell vaccine for Glioblastoma multiforme (GBM). NW Bio described several areas of significant differences.
    (Logo: http://bit.ly/19Nd3ao)
    Technology Differences. A dendritic cell vaccine involves two main ingredients: the dendritic cells themselves (master cells of the immune system), and antigens (i.e., biomarker targets) associated with the particular cancer being treated. The antigens are the targets on the cancer that the dendritic cell vaccine mobilizes the immune system to attack. The antigen component of NW Bio's DCVax technology and products is different from the Competitor's in two ways which the Company believes are quite important.
    -- First, NW Bio's DCVax uses the full set (potentially hundreds) of
    antigens on the patient's tumor. In contrast, the Competitor uses only
    six pre-selected antigens -- and actually uses only fragments (peptides)
    of even these six antigens. NW Bio believes that hitting the full set of
    antigens makes it harder for the tumor to "escape," and NW Bio has long
    emphasized this as a key difference between its DCVax technology and the
    Competitor's technology.
    -- Second, NW Bio's DCVax uses personalized antigens from the patient's own
    tumor. This provides assurance that the antigen targets, which DCVax
    mobilizes the patient's immune system to hit, are actually on that
    patient's version of the cancer. In contrast, the six antigens used in
    the Competitor's technology are pre-selected standardized antigens that
    may or may not be expressed, in whole or in part, on a given patient's
    version of GBM brain cancer. The scientific literature has established
    that GBM is highly variable from patient to patient.
    Experience Differences. NW Bio's DCVax platform technology has been applied in two prior Phase I/II clinical trials for GBM, a small Phase I trial in metastatic ovarian cancer, a Phase I/II trial in late stage prostate cancer, a large number (over 100) prostate cancer patients in an academic setting, and a number of diverse compassionate use cases, over the course of more than ten years of clinical development. The Competitor's technology had only previously been applied in one Phase I trial with 16 patients.
    Clinical Trial Differences. NW Bio is well under way with a 312-patient Phase III clinical trial. The trial has been approved by three separate, highly rigorous regulators: in the US, UK and Germany. The DCVax technology and the Phase III trial have been evaluated by the National Health System (NIHR) in the UK and "adopted" as a nationwide priority in the UK. NW Bio's Phase III trial is robustly designed. If the primary endpoint is met, it is anticipated that this may result in a p value of 0.01 one-sided (0.02 two-sided), with a power of 82%. A two-sided p value of 0.02 is well below (and hence stronger than) the p value of 0.05 which is generally needed for statistical significance. Such a p value would provide a substantial cushion in case the difference in PFS turns out to be less than was projected in determining the statistical powering in the design of the trial.
    NW Bio's Phase III trial is also potentially powered for the secondary endpoint of overall survival (OS), and it has an interim analysis devoted solely to reviewing the size of the trial, which can enable increasing the size of the trial if desired. In addition to all these measures, the trial has built-in analyses of specified subsets of the patients in the trial.
    In contrast, the Competitor's trial was a 124-patient Phase II trial. It was approved by only one regulator (FDA) and conducted only in the US. According to the Competitor's description of its trial, the trial was designed with a target of 9 months' difference in overall survival between the treated arm and the control arm in the trial. It is unclear to what extent a cushion was built into the statistical powering in this trial design.
    Company Positioning Differences. NW Bio has undertaken years of work and devoted extensive resources to building many chances for success. The Company now has two potential major value-driver programs under way in parallel: its lead Phase III trial with DCVax-L for GBM brain cancer, and its large (60 patient) Phase I/II trial with DCVax-Direct for all types of inoperable solid tumors with a particularly significant efficacy endpoint (regression of existing inoperable tumors).
    Each of these parallel programs are expected to have ongoing catalysts throughout 2014. Each of these product lines has the possibility for broad market potential: DCVax-L potentially for all or most types of operable solid tumors (i.e., tumors in any tissue of the body, which can be surgically removed) and DCVax-Direct potentially for all or most inoperable solid tumors (i.e., tumors in any tissues, which cannot be surgically removed). NW Bio has also painstakingly built its operations on two continents, in both the US and Europe -- including manufacturing as well as clinical trials. Accordingly, today NW Bio has many potential catalysts and chances for success, including in the near term.
    In contrast, the Competitor had only one main program under way (the Phase II trial for which the results were just reported), and only in the US. The Competitor has not yet built anything in Europe, and it is typically a multi- year process to do so.
    Market Timeline and Access Differences. Since NW Bio is well under way with a Phase III trial now, and the Competitor will need to conduct a Phase III trial, and the Competitor's Phase III trial will need to be quite large if it is powered for results similar to those just announced from the Phase II trial, NW Bio believes it is now potentially at least 3 to 4 years ahead of the Competitor on the clinical development pathway.
    NW Bio also has orphan drug status granted in both the US and Europe for DCVax-L for GBM and other glioma brain cancers. The orphan drug laws grant 7 years of market exclusivity in the US and 10 years of market exclusivity in Europe for products that are the first of their type to reach the market. Such market exclusivity could apply to NW Bio's DCVax-L. If so, the scope could be broad: for treatment with DCVax-L, there are no limitations based on either tumor characteristics or patient characteristics. Generally, any GBM patient can be treated with DCVax-L if their immune cells are adequate and just 2-3 grams of their tumor tissue (roughly similar in size to one sugar cube) can be obtained, to provide the antigens for the product.
    "At NW Bio we have worked long and hard, and without major fanfare, to develop our technology, our robust clinical trial designs, and our many chances for success through multiple programs on two continents," commented Linda Powers, CEO of NW Bio. "Although there are never any guarantees of successful results in clinical trials, we hope to deliver strong results for both patients and investors through one or more of our multiple programs."
    About Northwest Biotherapeutics
    Northwest Biotherapeutics is developing cancer vaccines designed to treat a broad range of solid tumor cancers more effectively than current treatments, and without the side effects of chemotherapy drugs. NW Bio's proprietary manufacturing technology enables the Company to produce its personalized vaccine in an efficient, cost-effective manner. The Company has a broad platform technology for DCVax dendritic cell-based vaccines. The Company's lead product, DCVax-L, is currently in a 312-patient Phase III trial for patients with newly diagnosed Glioblastoma multiforme (GBM), the most aggressive and lethal brain cancer. The Company's second product, DCVax-Direct, is currently in a 60- patient Phase I/II trial for direct injection into all types of inoperable solid tumor cancers. The Company has also conducted a Phase I/II trial with DCVax for metastatic ovarian cancer together with the University of Pennsylvania. The Company previously received clearance from the FDA for a 612-patient Phase III trial with its third product, DCVax-Prostate, for late stage prostate cancer.
    Disclaimer
    Statements made in this news release that are not historical facts, including statements concerning future treatment of patients using DCVax and future clinical trials, are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "expect," " believe," "intend," "plan," "continue," "may," "will, " "anticipate," and similar expressions are intended to identify forward-looking statements. Actual results may differ materially from those projected in any forward-looking statement. Specifically, there are a number of important factors that could cause actual results to differ materially from those anticipated, such as the Company's ability to raise additional capital, risks related to the Company's ability to enroll patient s in its clinical trials and complete the trials on a timely basis, the uncertainty of the clinical trials process, uncertainties about the timely performance of third parties, and whether the Company's products will demonstrate safety and efficacy. Additional information on these and other factors, including Risk Factors, which could affect the Company's results, is included in its Securities and Exchange Commission ("SEC") filings. Finally, there may
    (MORE TO FOLLOW) Dow Jones Newswires
    16 Dec 2013, 08:58 AM Reply Like
  • NEW YORK, Dec. 16, 2013 (GLOBE NEWSWIRE) -- The NASDAQ OMX Group, Inc. (Nasdaq:NDAQ) today announced the results of the annual re-ranking of the NASDAQ Biotechnology Index (Nasdaq:NBI), which will become effective prior to market open on Monday, December 23, 2013.
    The following 21 securities will be added to the Index: AcelRx Pharmaceuticals, Inc. (Nasdaq:ACRX), Agios Pharmaceuticals, Inc. (Nasdaq:AGIO), BioCryst Pharmaceuticals, Inc. (Nasdaq:BCRX), bluebird bio, Inc. (Nasdaq:BLUE), ChemoCentryx, Inc. (Nasdaq:CCXI), Cempra, Inc. (Nasdaq:CEMP), Chimerix, Inc. (Nasdaq:CMRX), Epizyme, Inc. (Nasdaq:EPZM), Esperion Therapeutics, Inc. (Nasdaq:ESPR), Horizon Pharma, Inc. (Nasdaq:HZNP), Cellular Dynamics International, Inc. (Nasdaq:ICEL), Insys Therapeutics, Inc. (Nasdaq:INSY), KYTHERA Biopharmaceuticals, Inc. (Nasdaq:KYTH), OncoMed Pharmaceuticals, Inc. (Nasdaq:OMED), Onconova Therapeutics, Inc. (Nasdaq:ONTX), Prothena Corporation plc (Nasdaq:PRTA), PTC Therapeutics, Inc. (Nasdaq:PTCT), Portola Pharmaceuticals, Inc. (Nasdaq:PTLA), Regulus Therapeutics Inc. (Nasdaq:RGLS), Sagent Pharmaceuticals, Inc. (Nasdaq:SGNT) and Verastem, Inc. (Nasdaq:VSTM).
    The Index is designed to track the performance of a set of securities listed on The NASDAQ Stock Market (NASDAQ ) that are classified as either biotechnology or pharmaceutical according to the Industry Classification Benchmark (ICB).
    As a result of the re-ranking, the following 16 securities will be removed from the Index: ArQule, Inc. (Nasdaq:ARQL), AVEO Pharmaceuticals, Inc. (Nasdaq:AVEO), Cytori Therapeutics, Inc. (Nasdaq:CYTX), Enzon Pharmaceuticals, Inc. (Nasdaq:ENZN), Amicus Therapeutics, Inc. (Nasdaq:FOLD), Furiex Pharmaceuticals, Inc. (Nasdaq:FURX), GTx, Inc. (Nasdaq:GTXI), Hyperion Therapeutics, Inc. (Nasdaq:HPTX), Oncothyreon Inc. (Nasdaq:ONTY), Pain Therapeutics, Inc. (Nasdaq:PTIE), QLT Inc. (Nasdaq:QLTI), SIGA Technologies, Inc. (Nasdaq:SIGA), Santarus, Inc. (Nasdaq:SNTS), Targacept, Inc. (Nasdaq:TRGT), Vical Incorporated (Nasdaq:VICL) and ViroPharma Incorporated (Nasdaq:VPHM).
    16 Dec 2013, 09:21 AM Reply Like
  • Author’s reply » December 16, 2013
    (NVAX) - Wedbush's Gregory Wade raises price target from $4 to $12.

     

    The call comes as Wade revised financial projections to include potential sales of an RSV-F combination product. "We now project NVAX will launch a combination RSV-F vaccine in H2 2018 and H2 2019 in the US and Europe, respectively, and that sales will reach nearly $1B by 2020." From: Market Currents
    16 Dec 2013, 12:22 PM Reply Like
  • Great timing by my selling NVAX last week. At least I didn't sell it all.
    16 Dec 2013, 01:32 PM Reply Like
  • Author’s reply » Rats… I sold mine Maya… I re-entered this morning on the news… I agree with Wade's assessment, but who knew what the effect of his upgrade with a four year timeline would have on todays sp.
    16 Dec 2013, 04:48 PM Reply Like
  • Great news FPA!

     

    HardToLove
    16 Dec 2013, 12:31 PM Reply Like
  • Re NVAX:That's an insane response to an event the analyst calculates is 5+ years away. Just plain dumb exuberance considering all the things that can happen between now and then.
    It would be really funny if the $5.00 calls I wrote actually turn out to be in the money by April 2014 and get called away!
    16 Dec 2013, 02:44 PM Reply Like
  • OG, I agree that all this hype for 5 years out is unreal. They seem intent on pushing the stock up though.

     

    I still think these guys know something...buyout, fast track, CDC order ? something. Why else would they push so far so fast?

     

    I have not sold any and do not intend to, in fact was a net buyer from 3-3.50 it's getting pricey at $5 though.
    16 Dec 2013, 02:55 PM Reply Like
  • Novartis....holds a huge $14 billion stake in Roche which it is under pressure to sell. If this happens they will have a huge war chest of cash to spend. Just something to watch & consider what acquisitions may be on the horizon.

     

    http://bloom.bg/1ekUmlV
    17 Dec 2013, 04:44 AM Reply Like
  • Questcor -4.6% AH on Retrophin synthetic ACTH development candidate news
    Questcor Pharmaceuticals (QCOR) shares fall 4.6% AH after Retrophin (OTCQB:RTRX) fires a shot across Achtar's bow, announcing that it is developing a synthetic ACTH analog candidate called RE-034.Retrophin intends to file an Investigational New Drug application and initiate a Phase I trial in 1H 2014. It then plans to initiate Phase III trials of RE-034 for the treatment of infantile spasms and nephrotic syndrome, both of which are use cases of Achtar.CEO Martin Shkreli: "our synthetic ACTH can potentially bring relief to the high cost burden associated with the currently available animal-derived formulation in the U.S."Short seller Citron Research has targeted Questcor in the past on issues of pricing and substitution, stating that Synacthen (the rights for which Questcor recently acquired) is a synthetic equivalent of Achtar that has been prescribed in Europe for over a decade "at 1/1000th the price."
    This Market Current was sent to 5,833 people who get email alerts on QCOR.
    18 Dec 2013, 02:39 AM Reply Like
  • Navidea Biopharma submits sNDA for Lymphoseek
    Shares of Navidea Biopharmaceuticals (NAVB +5.4%) are trading higher on the session.
    The company says it has submitted an sNDA for Lymphoseek in patients with head and neck cancer (Fast Track designation granted last week).The company calls the submission an "important step toward NAVB's goal of helping this patient population who generally face extensive surgery to properly stage their cancer."CEO Mark Pykett also notes that "if this sNDA is approved, Lymphoseek will be the only approved agent for SLN detection in this patient population." (PR)
    18 Dec 2013, 02:40 AM Reply Like
  • NWBO, here is another reason for the drop in price
    http://bit.ly/1bNS6iG
    18 Dec 2013, 03:51 AM Reply Like
  • >LT-

     

    Re: (NWBO)

     

    I read Josh Ginsburg's piece and then Feuerstein's. Looks like they don't agree too much. I usually discount Feuerstein's comments but, you never know.

     

    Thanks, WT
    18 Dec 2013, 09:09 AM Reply Like
  • i'm sure certain people knew Feuerstiens article was coming and it just added fuel to the fire. Along with many other biotech's announcing bad news. Much uncertainty in this sector right now.
    18 Dec 2013, 09:45 AM Reply Like
  • CDC issues warning about painful virus from mosquitoes

     

    http://nbcnews.to/1i1K3UG
    18 Dec 2013, 12:22 PM Reply Like
  • Gilead releases positive data from sofosbuvir/ ledipasvir HCV trials
    Gilead Sciences (GILD) is out with top-line data from ION-1, -2, and -3 (Phase 3 sofosbuvir/ledipasvir combo w/ and w/o ribavirin for GT1 HCV).Succinct summary from GILD: "Of the 1,518 patients randomized to the 12-week arms of ION-1 and to all arms of ION-2 and ION-3, 95.9% achieved ... SVR12."The ribavirin-free arm had fewer adverse events.Long story short: The results "demonstrate that a simple, safe and short course of therapy with a single tablet regimen of sofosbuvir/ledipasvir can provide high cure rates among patients with genotype 1 HCV infection, while eliminating the need for both interferon and ribavirin." (PR)
    18 Dec 2013, 07:52 PM Reply Like
  • and also got a positive note from Wells today too

     

    BioCryst advances two new plasma kallikrein inhibitors in quest for HAE prophylactic
    BioCryst (BCRX) continues to work towards finding novel treatment options for HAE, as the company advances two optimized plasma kallikrein inhibitors into preclinicals.The two candidates improved selectivity and bioavailability compared to BCX-4161 with "no effect on prothrombin time at high concentrations." (PR)BCRX +7.5% premarket
    18 Dec 2013, 07:53 PM Reply Like
  • China says woman died from bird flu new to humans
    Chinese authorities said Wednesday that a 73-year-old Chinese woman died after being infected with a bird flu strain that had sickened a human for the first time, a development that the World Health Organization ...
    Associated Press
    18 Dec 2013, 08:02 PM Reply Like
  • Dynavax....want to gamble for a double ? IMO, it will probably get approved. But has 2 years to go & the risk of vasculitis events killing it.
    http://bit.ly/18TdVKB

     

    I sorta agree with what OG said about NVAX on the time lines of these bio's , they are being touted/hyped way before any approval is coming, too long. Lots of negatives can happen in that time frame. There is also a big diff in buying one for pennies vs. $2- $4 to speculate on.
    19 Dec 2013, 04:13 AM Reply Like
  • Starpharma update.
    Cancer Australia funding for dendrimer-based lung treatmen

     

    Melbourne, Australia; Starpharma Holdings Ltd (ASX: SPL, OTCQX: SPHRY) today announced that a program utilising its proprietary dendrimer-based nanoparticles which have already shown impressive activity in lung cancer models, have been awarded Cancer Australia funding through its collaboration with Monash Institute of Pharmaceutical Sciences (MIPS).

     

    The Cancer Australia grant was awarded to Dr Lisa Kaminskas and Prof Chris Porter at MIPS under its Priority-driven Collaborative Cancer Research Scheme to develop dendrimer drug delivery systems for the treatment of lung cancer.
    19 Dec 2013, 08:38 AM Reply Like
  • OG, please keep us informed on StarPharma, I remember researching this some time ago ( a year or two) and it has potential.
    21 Dec 2013, 06:49 AM Reply Like
  • Thanks OG for that Australian call-out. Agree with LT -- and I will pass along anything I pick up in the local press.
    mj
    21 Dec 2013, 07:38 AM Reply Like
  • BioCryst submits peramivir NDA
    BioCryst Pharmaceuticals (BCRX) jumps 5.7% before the bell.The company has submitted a NDA for IV peramivir in acute uncomplicated influenza in adults.BCRX got a small business waiver for the application fee. (PR)
    21 Dec 2013, 05:44 AM Reply Like
  • Oramed soars on successful results with oral insulin capsule in T1DM
    Oramed Pharmaceuticals (ORMP) rises 34% in premarket trading.The company says "patient responses positively correlated with administered doses, as did the duration of the effect," in a study testing the pharmacokinetic dose response of ORMD-0801 in type 1 diabetes.ORMP will "continue to move forward with this indication" along with studies in type 2 diabetes. (PR)
    21 Dec 2013, 05:46 AM Reply Like
  • New Gilead HCV drug said to be off to good start
    Market chatter indicates first week TRx for Gilead's (GILD) HCV wonder drug Solvadi (sofosbuvir) comes in at 144.That compares to just 14 during Incivek's first week, TheStreet's Adam Feuerstein notes.RBC has reportedly lifted their price target on GILD to $90 from $80.GILD +0.8% premarket
    21 Dec 2013, 05:47 AM Reply Like
  • http://yhoo.it/18EyzDg

     

    These States Are Totally Unprepared For A Major Virus Outbreak
    21 Dec 2013, 06:45 AM Reply Like
  • NVAX is poised to break out above $5 next week, when I read things like this article it triggers questions:

     

    It makes me pause and wonder what's driving it?

     

    is it that they want it over $5 where funds can invest heavy?
    or some big order coming...fast track, etc ?
    Buyout?
    Or something else we don't know about such as more cases of flu scattered around globally ?
    21 Dec 2013, 06:52 AM Reply Like
  • German Scientists Cure HIV in Mice
    http://bit.ly/1dZs8J6

     

    Despite the advances made by the current study, the research team expressed little hope that their findings would advance in the current climate. Large prescription drug companies have a vested interest in keeping patients on their medications — repeat customers, in essence — and any breakthrough options that hint at a cure are actually a negative, even with the incomparable benefits of worldwide cure.
    21 Dec 2013, 07:08 AM Reply Like
  • Author’s reply » H7H9 Bird Flu:
    Provincial authorities in southern China are increasing measures against the spread of the H7N9 bird flu. They are warning that the chance of contracting the disease is rising.

     

    Health officials of Guangdong Province said on Thursday that a 38-year-old man in Shenzhen came down with the H7N9 strain. The man is being treated at hospital and remains in critical condition.

     

    This is the 148th case of human H7N9 infection in mainland China, Taiwan and Hong Kong. The first case emerged in Shanghai in March.

     

    Reports of the H7N9 infection entered a lull in the summer. But Guangdong officials say the 38-year-old man is the 4th human infection case over the past week. Hong Kong authorities also confirmed the H7N9 virus in 2 people who had visited the province this month. http://tinyurl.com/pju...
    22 Dec 2013, 09:43 PM Reply Like
  • How about that other bird flu? H10N8. That's crossed from chickens to humans.
    22 Dec 2013, 11:05 PM Reply Like
  • Author’s reply » They are both bad news… The first infection in humans ever recorded from H10N8 was recorded in China only a few days ago. The victim died. That cross-over means a mutation…Can it transmit from human to human???
    22 Dec 2013, 11:47 PM Reply Like
  • BofA talks neratinib potential in lung and breast cancer
    Details from BofA's bullish note on Puma Biotechnology (PBYI +5.6%) are available. (previous)Analyst Rachel McMinn says neratinib results "establish strong proof of principle anti-tumor activity ... in Her2 driven cancers."McMinn is "most confident in the lung and breast cancer opportunities, but notes that initial anti-tumor activity was observed in two additional tumors in the basket study."Recall that BofA sees "an additional ~$100/share upside potential in a positive scenario [and] an additional $40-50/share upside" in the event data on Her2 mutant cancer is positive.
    25 Dec 2013, 05:38 AM Reply Like
  • Bill Gates mentioned this vaccine in his article...Pentavalent, is a 5 in one vaccine . Interesting article.

     

    http://bit.ly/K60Ess
    25 Dec 2013, 07:04 PM Reply Like
  • thinking of having meniscus surgery?

     

    http://yhoo.it/19ivG61
    26 Dec 2013, 07:20 AM Reply Like
  • Anyone invested in or following these ?
    http://seekingalpha.co...
    26 Dec 2013, 09:44 AM Reply Like