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  • Swine Flu AND Medical News Concentrator February 14, 2014 To April 8, 2014. 301 comments
    Feb 14, 2014 1:07 PM

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

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

    IV - Testing do you have it? (NASDAQ:GPRO)
    1) Test kits - (NYSE: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 (301)
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  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    Thanks, Rattie!

     

    Malaysia Reports First H7N9 Outside China
    http://bit.ly/1ezkbsd
    14 Feb, 01:25 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    NYS DOH reports slight decline in new case rate for influenza this last week, but still widespread.

     

    CDC map:
    http://1.usa.gov/JAwQUh
    14 Feb, 01:27 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6023) | Send Message
     
    Author’s reply » SA has been making changes, and those changes include the publication process. Given SA's apparent strategy of throwing new features and code up and waiting for users to report bugs, I have been reluctant to deal with the publication changes…

     

    Actually, the changes for the publication of Insta's has been relatively benign.

     

    I actually think the entire Insta publication process has been speeded up… but of course, you can't know that until you try it, and having been shot numerous times, I am gun shy.

     

    And there lies the key problem. SA's code 'change' policy of making changes and than waiting for the bugs to appear has resulted in a loss of trust among the users. I don't know what to expect anymore. This time they did not screw anything up, but against this we have the screw up with the 'like' button, and we know they have somehow screwed up the editing process on comments.

     

    By the way, SA has still not even bothered to tell me that the 'like' button is working again. I guess the common decency of reporting back to a user when a bug they reported has been fixed has also been eliminated as a new improvement.

     

    So providing CONTENT to SA at the current time is a game of Russian Roulette. Gee, I wonder if that will have an effect on comment generation? Well, all these buggy changes have reduced my comment generation and my publication frequency.
    14 Feb, 01:25 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18033) | Send Message
     
    FPA: Hear, hear. My AXPW insta seems to tolerate the size better - takes longer for the "script taking too long" I think after spell chek is done. At the publish step, seems to progress faster.

     

    HardToLove
    14 Feb, 01:35 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6023) | Send Message
     
    Author’s reply » I see that many of my TinyURL links over on the EU concentrator header have been broken. I also can't get new links to post in the header of the EU concentrator to post….

     

    I have notified SA, and I notified the Sr. Editor, Eli.

     

    Until this problem is fixed, and until all the broken links on the EU concentrator have been fixed, I am no longer supporting my news concentrators. I will also not be posting any new content.

     

    Sorry about that folks, but my patience is at an end. If SA wants content from this person, they are going to have to fix the ability to provide reference links.
    14 Feb, 02:43 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    NVAX, I now face the same dilemma about holding longer or taking some off the table. I have huge gains in it.

     

    My broker that I mentioned on the QC asked me about it and why I owned so many shares. He commented:

     

    "NVAX has 120 employees and a mkt. cap of over $1 Billion. What is their technology? How will it be marketed differently than other vaccines when most big companies can not make money on vaccines and only do it from pressure by the gov't. ?

     

    The big question....is it patented well enough to keep the big boyz from re-engineering it and stealing it ?

     

    Will the NVAX tech cross over into the Cancer immunotherapy drugs? Or only Flu ?
    What else is in the pipeline to propel it higher?

     

    Thoughts and ideas appreciated
    15 Feb, 07:21 AM Reply Like
  • H. T. Love
    , contributor
    Comments (18033) | Send Message
     
    LT: India rabies via Cadilla. Dengue fever. Malaria. RSV. On the flu front, quadra-valent (being adjusted to increase efficacy).

     

    From a non-financial perspective, technology differentiates NVAX from the others: manufacturing process, no eggs needed, decreased lead-time from identification and gene sequencing of new strains give fast prototype delivery for new strains.

     

    A big advantage: single-use sterile reactors mean no risk of contamination and lower cost (IIRC, pull the plastic bags out of the vessels, dispose of properly, insert new plastic liners).

     

    HardToLove
    15 Feb, 07:49 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    thanks HTL, I remembered some of that...and it helped to remind me of the other opportunities. My brokers main concern was the 120 employees and how NVAX could be a $10 Billion company with so few.
    15 Feb, 08:54 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    LT: FWIW, minutes ago, I advised my sister to sell her NVAX. She only has 500 shares, but has doubled up.

     

    I'm looking for a low $4, or high 3 handle as a point of reentry later this year.
    17 Feb, 06:09 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    I don't expect they will remain at 120 employees. However, part of the allure of the stock is the ability for NVAX to set up on-site production facilities anywhere in the world, and quickly.
    It won't take years to build a plant, the portability is definitely an important part of the story
    Maya, thanks for the limpet story. You are right, I didn't follow the story, but did remember getting the nick hodge ad in my email last week. I don't even read those ads. Most of them have long recordings attached, and I get so bored just trying to get through them, I no longer bother!
    17 Feb, 10:15 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >Maya-

     

    Re:(NVAX)

     

    "I'm looking for a low $4, or high 3 handle as a point of reentry later this year."

     

    Me also, Maya $3.50-$4.50 as a re-entry point.

     

    WT
    18 Feb, 12:42 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >Rattie-

     

    Thanks for all you HAVE done on the concentrators. I completely understand your frustrations and hope the SA faux pas is temporary!

     

    WT
    15 Feb, 08:22 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    I second that thanks to the Host, I enjoy these APC's that we all frequent and hope they continue.
    15 Feb, 08:53 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    You d'rat! THANKS...
    15 Feb, 04:22 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    In my Hotmail box today -- Wealth Daily teasing company behind "blue blood" again, saying 300% gains on the way.

     

    16 Feb, 09:58 AM Reply Like
  • H. T. Love
    , contributor
    Comments (18033) | Send Message
     
    Maya: probably correct - all the blood is turning blue from the cold - it's now "blue ice" though.

     

    HardToLove
    16 Feb, 11:19 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    Maya, if that is the teaser from Nick Hodge, the stock gumshoe wrote it up a few days ago. It is Stellar Biotechnologies (KLH in Canada, SBOTF on the pink sheets). According to the gumshoe, They farm some kind of mollusk that really has blue blood. The stock moved from .60 to over 2.00 and is now in the 1.60 range.
    They are many years away from production.
    16 Feb, 02:16 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    OyGee! Where ya been, girl! We've been yacking about Stellar here for a couple of months, maybe even a half year. I own some, and I believe WindTrader does, too. Think Robert has a tad, as well.

     

    Gumshoe has also been solving the "Blue Blood" teaser for at least as long. The infamous pumper Toby Smith has been on this stock for longer than Wealth Daily, Gumshoe, or me.

     

    Thanks for digging, though. It's a pretty fascinating concept. I'm not so sure that they are not already in production, but only for Phase II and Phase III testing. IIRC, they are involved with 7 of the top 13 largest vaccine biopharmas around the world.

     

    The key is what's in the "blue blood," and that's a super heavy protein that can not be synthesized and acts as a "conduit" to improve the efficacy of many potential types of vaccines.

     

    The company has been around for 10 or 11 years, has several patents for both farm raising the Ventura County giant keyhole limpet, as well as extracting the KLH molecule from the blue blood without killing the snail, including patents in China, FWTW.

     

    The only way for pharmas to get hold of this protein is to hire scuba divers to find the snail during low tides off the southern California and Baja Pennisula coastlines. The snail grows no where else in the world. And dies when its blood is tampered with in other ways than what Stella does.

     

    Toby Smith touted that a gram of KLH could sell for as much as $90,000. But I've read more recently that a gram goes for around $5000.

     

    Most certainly the chart is scary. Stellar did a cap raise last October for $1.25/share, and raised (IIRC) $10M. A Philippine biopharma bought $5M, and I believe was appointed a BOD seat for doing so. The lock box for those shares opened up on Jan. 7, and some warrants came available on Jan. 21. Post those millions of shares becoming available, the stock has not lost much in price.

     

    I have 2,500 shares bought at $1.7101 (I think), which I bought after the Jan. 5 lockbox opening, and after the share price didn't move all that much.

     

    You're probably right that this could be another Novavax, but time will tell, I guess.

     

    Fun cocktail party stock to own: The Ventura County giant snail will save humanity from the next pandemic!

     

    Hear the snails taste awful; even the Chinese won't eat them. Also, the CEO only pays himself $40,000/year.
    16 Feb, 06:03 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re: (OTCQB:SBOTF)

     

    Yeah, Maya and OG, I do own a good chunk. It started moving up again but it seems like it moves at a snail's pace..........

     

    WT
    16 Feb, 07:33 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Aegis Capital stars coverage on Advaxis, Inc. (Nasdaq: ADXS) at Buy with a price target of $
    Analyst Ram Selvaraju commented, In our view, Advaxis represents an undervalued, underappreciated entrant in the burgeoning field of cancer immunotherapy. The firm's technology platform can be likened to a Trojan Horse in that it utilizes a bacterial vector, Listeria monocytogenes, as a vehicle to present tumor-associated antigens to the patient's own immune system. Unlike autologous vaccines, the Advaxis approach utilizes antigens known to be associated with specific cancer types, which obviates the need for expensive and time-consuming manufacturing from the patient's own cells. The firm has already demonstrated positive proof-of-concept data with this platform in both human cervical cancer patients as well as dogs suffering from osteosarcoma. The human cervical cancer data appeared encouraging, as it was generated from a 110-patient trial conducted in advanced-stage patients recruited in India and showed a 12-month overall survival rate of 36% vs. historical survival rates of 12-20% with traditional chemotherapy.
    Selvaraju also sees Advaxis at attractive valuation levels, going for enterprise value of $50 million with cancer immunotherapy peers valued around $1 to $2 billion. We also believe that Advaxis has the unique advantage of being the only cancer immunotherapy company that specifically downmodulates the suppressive activity of regulatory T cells and myeloid-derived suppressor cells (MDSCs), the analyst said.
    Copyright 2014, Street Insider News Provided by Acquire Media Corporation
    18 Feb, 08:51 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    GALE has a letter out to shareholders its on SA
    18 Feb, 08:52 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Stellar Biotechnologies Reports on Annual General and Special Meeting

     

    One of the measures ratified:

     

    -- Adoption of the Company's Share Option Plan was ratified and approved, which included an increase in the maximum size from 8,750,000 Common Shares to 10,000,000 Common Shares.

     

    Shares currently down 5.31%.

     

    http://yhoo.it/1jOSfbP
    18 Feb, 04:02 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    (NWBO) Has increased from $4.80 at the end of January to a close of $5.74 on 18 February.
    19 Feb, 10:18 AM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    PRAN) has been on my radar for some time. This is the best discussion I have seen of it yet, by a radiology resident. He cites the papers behind the metallostasis hypothesis for dementia, which is the story behind Prana's technology. I downloaded the papers he references to read tonight, if I can get through them all. Very technical stuff, but an elegant theory.

     

    PRAN has been through some wild gyrations in recent weeks, and I have yet to open a position, as it is still in an early hypester stage. But the data I have seen so far look good to me, despite what Feuerstein says.

     

    Huntington's Disease and Alzheimer's are terrible dementing illnesses, and Feuerstein has never treated patients with these conditions, so he hs little basis for interpreting the data, which reflect slowing of the neurological deterioration in lab models and phase 2 work so far.
    19 Feb, 06:48 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    Oops.

     

    The SA edit gremlins struck again.

     

    lost links:
    http://seekingalpha.co...

     

    (PRAN)
    19 Feb, 06:54 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    I really don't know what to think about some of the negative news on GALE & MNKD. Here is an article worth reading.

     

    Galena Biopharma: The Oncologist's Perspective On A Life Saving Therapy

     

    http://seekingalpha.co...
    20 Feb, 04:49 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    I don't buy this, but if u want a speculative play on a pullback

     

    Mizuho Securities initiated coverage on BioCryst Pharma (NASDAQ: BCRX) with a Buy. PT $23.00.
    For an analyst ratings summary and ratings history on BioCryst Pharma click here. For more ratings news on BioCryst Pharma click here.
    Shares of BioCryst Pharma closed at $10.70 yesterday, with a 52 week range of $1.12-$11.62.
    Copyright 2014, Street Insider News Provided by Acquire Media Corporation
    20 Feb, 08:54 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    FDA accepts Merck HPV vaccine for review
    The FDA has accepted for review Merck's (MRK) biologics license application for V503, a vaccine for human papillomavirus (HPV), a sexually transmitted virus that can cause cervical and other cancer.V503 is designed to provide protection against the four HPV strains that Merck's Gardasil protects against plus five additional cancer-causing types of the virus. Trial data appears to support the new vaccine's efficacy. (PR)
    20 Feb, 09:22 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    (NWBO) up another 7% on Thursday to $6.27.

     

    Wish I had bought more-

     

    Does that lament sound familiar to anyone?

     

    (;-)}

     

    WT
    21 Feb, 08:21 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    (NWBO) Now at $6.94, + $.61 (9.6%) at 13:20
    24 Feb, 01:25 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    http://bit.ly/1jqbBl5

     

    Four Biotech Stocks Called to Double
    23 Feb, 07:03 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    Aussie Stock StarPharma--I'm still watching and don't own any.
    Starpharma Interim Report and Half-year Financial Results
    24 February 2014
    Share on facebookShare on twitterShare on linkedinShare on emailShare on printMore Sharing Services
    Melbourne, Australia; Starpharma Holdings Limited (ASX:SPL, OTCQX:SPHRY) today released its interim report and financial results for the half-year ended 31 December 2013.

     

    Financial Summary
    Reported loss of $5.6M (Dec 2012: $1.8M)
    R&D tax incentives of $2.6M reported in the half-year (Dec 2012: $6.8M)
    Cash position at 31 December 2013 of $27.8M
    R&D tax incentive receivables at 31 December 2013 of $7.3M

     

    Operational Highlights
    DEPTM docetaxel eliminates neutropenia and completes preclinical development ahead of commencement of a Phase 1 clinical trial in January
    DEPTM oxaliplatin shows improved efficacy and reduced toxicity
    Agrochemical partnerships with Gowan and Isagro
    Received approval for an additional estimated A$2.3 million cash in R&D tax incentive for overseas R&D activities for its DEPTM docetaxel program
    Rob Thomas appointed to the Starpharma Board

     

    The net loss after tax of $5.6 million (Dec 2012: $1.8 million) includes the expenses of the VivaGel® clinical program, together with development expenses in drug delivery and agrochemical programs.

     

    Commenting on the results and outlook, Starpharma CEO Dr Jackie Fairley said:
    “The Company is well placed to capitalise on important upcoming commercial milestones in 2014. Starpharma continues to make progress across its three portfolio areas, VivaGel®, drug delivery and agrochemicals. Starpharma’s DEP™ programs are demonstrating consistent benefits in terms of efficacy and the reduction of toxicities, whilst DEPTM docetaxel recently reached a strategically important milestone by moving into the clinic. The successful finding for R&D tax incentive relating to DEPTM docetaxel provides additional financial leverage for this and other DEP™ programs.”

     

    A contra research and development expense of $2.6 million (Dec 2012: $6.8 million) has been recorded for research and development activities eligible under the Australian Government’s R&D Tax Incentive program. In the previous half-year to 31 December 2012, $4.1 million of the $6.8 million were recorded, relating to FY2012 R&D tax incentives which had not been previously recorded, due to uncertainty of eligibility. Thereby, the increase in net loss for the December 2013 half-year over the corresponding period, is due to the “catch up” in recording the R&D tax incentives in the half-year to December 2012.

     

    The cash balance at 31 December 2013 was $27.8 million, compared with $33.8 million at 30 June 2013. This balance excludes the anticipated $7.3 million receivable under the R&D Tax Incentive Program, of which $4.7 million will be received this financial year.

     

    Clinical trial costs for both VivaGel and DEP™ docetaxel contributed to the net cash outflows from operations of $6.0 million (Dec 2012: $10.2 million). These include the recently commenced Phase 1 clinical trial of DEPTM
    docetaxel, and significant set up activities already undertaken for the Phase 3 prevention of bacterial vaginosis (BV) clinical program for VivaGel®.

     

    Downloaded ASX Announcement: Interim Report and Half-year Financial Results ( pdf file, 706kb)
    About Starpharma
    This document contains Forward Looking Statements
    For Further Information
    More news | Find news tagged Find news tagged home, investor, news, reports
    24 Feb, 01:25 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Yesterday was quite a day for biotech's, just wondering how much further or if this is the beginning of the next leg up on NVAX, MNKD etc..... ? Your fav Street.com guy has a list of the 10 most shorted bio's out too.

     

    Fatal Coronavirus Widespread in Saudi Camels, Suggesting Source
    http://bloom.bg/1pnDmhF
    25 Feb, 04:49 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Drugmaker Jiang Emerges as Billionaire With Flu Remedies, I'm not touting this stock....I just found it interesting ...below is a quote that's food for thought on the sector tho.

     

    Something to watch...."China's healthcare spending to triple to $1 Trillion with aging population"

     

    http://bloom.bg/1dsJpsT
    25 Feb, 04:57 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    InterMune's Pirfenidone meets Phase III trial goals
    InterMune's (ITMN) Pirfenidone drug met the primary goal of a Phase III trial by significantly reducing the progression of idiopathic pulmonary fibrosis (IPF) or mortality."IPF is an irreversible and ultimately fatal disease characterized by progressive loss of lung function due to fibrosis (scarring) in the lungs, which hinders the ability of lungs to absorb oxygen," InterMune explains. IPF's five-year survival rate is 20-40%.Pirfenidone also met secondary endpoints with improvements in six-minute walk tests and progression-free survival.InterMune now plans to resubmit an application for FDA authorization of Pirfenidone.Trading in the firm's shares has been halted. (PR)
    25 Feb, 08:07 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    KERX is on my watch list, here is the latest trial results:

     

    http://seekingalpha.co...
    25 Feb, 09:01 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Venture-backed Oscar off to a good start under Obamacare

     

    http://cnb.cx/1fCrC6O
    25 Feb, 12:00 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Buys across the board as coverage launched on Ultragenyx and Cara
    "Ultragenyx (RARE +3.8%) has a broad and promising pipeline consisting of four therapies for five rare and serious genetic diseases," says Canaccord analyst Salveen Richter, initiating the red-hot recently IPOd stock with a Buy and $85 price target. "We like the orphan-disease-focused strategy for early proof-of-concept, short time-to-clinic, exclusivity and pricing power and particularly the leveragability of this model." He estimates $1B in peak worldwide sales for the company, with high chance of securing regulatory approval. " In addition, we view the preclinical asset (rhPPCA) as a free call option and expect a continued focus on early-stage R&D."
    Cowen and Morgan also launch coverage with Buys.
    Ahead since its IPO, but a relative slacker compared to RARE, Cara Therapeutics (CARA +2.6%) also rates a Buy from Canaccord with $25 price target. "We expect positive data from three upcoming post-op Ph3 studies in H2/15," says analyst Ritu Baral. "We think ‘845 could gain significant market share and model potential US peak sales of $750M."
    Stifel, Janney, and Piper also chime in with Buy ratings.
    [Healthcare, On the Move] Comment!
    MORE BREAKING NEWS »
    25 Feb, 01:19 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Intermune hits home run with Phase III results for Pulmonary fibrosis drug....up over 120%. Probably still a buy.

     

    http://bit.ly/1gBFEDx
    26 Feb, 05:21 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re: (NWBO) also posted on QC-

     

    http://reut.rs/1hpnUgT
    26 Feb, 02:27 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Pressure grows on FDA to revoke approval of Zogenix's Zohydro
    http://seekingalpha.co...

     

    I already sold all my ZGNX....if you still hold any, take note. This drug will help many terminal patients with pain, but I am not sure it can endure the political pressure from dissidents .
    26 Feb, 02:31 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Sinovac +5.3% AH. Trial results published in journal. • 6:39 PM
    •Phase III trial results for Sinovac's (SVA) EV71 vaccine have been published in the Feb. 27 issue of the New England Journal of Medicine. (PR)
    •Sinovac says the results show EV71 had a 94.8% efficacy rate against EV71-related hand, foot, and mouth disease, and a 100% efficacy rate "against EV71-associated hospitalization and against HFMD with neurologic complications."
    26 Feb, 07:03 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    I was expecting this capital raise as the stock skyrocketed for no reason. At some point I will take a position on the pullback.

     

    Inovio Pharma launches secondary; off 8% AH
    There's no word yet on the size or terms.INO -8% AHPress release
    27 Feb, 05:07 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    disclosure, Sold a bit over half my NVAX on strength this morning. Had significant gains & wanted to raise some cash.

     

    IMO, it goes higher from here...maybe much higher with the right news.
    27 Feb, 10:21 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Feb 27 (Reuters) - Inovio Pharmaceuticals Inc :
    * Announces pricing of public offering of common stock
    * Says public offering of 19 million common shares priced at $2.90 per share
    * Source text for Eikon [ID:nRSD2KdYB1]
    * Further company coverage
    ((Bangalore Newsroom; +1 646 223 8780))
    27 Feb, 10:22 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    and the stock is holding rather firm at $3.20 - 3.30

     

    does anyone see this as strength? or the mkt. just hasn't adjusted ?
    27 Feb, 10:23 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >LT-

     

    I just took a quick look at the technicals for (INO).
    The announced Public Offering at $2.90 is a strong suggestion for a value level.
    There is support @ $3.00
    The Relative strength Indicator (The RSI) just turned down-
    There was a gap up followed by a gap down-
    The MACD is negative-
    The Parabolic SAR is still positive although that should turn negative-
    Seems to be in Distribution mode now.

     

    I don't have the reason for the up shot so I don't know if there is enough oompf to hold the stock where it is now- $3.48.

     

    Hope this helps-

     

    WT
    27 Feb, 11:33 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re: Uluru and (NWBO)

     

    (OTCQB:ULUR) up 21% to $1.25 today following a big up yesterday-

     

    (NWBO) up another 6% today to $7.63.

     

    I have positions in both- Northwest Bio up 51% from purchase, Uluru up 68% from purchase.

     

    WT
    27 Feb, 10:48 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    News from NVAX. BARDA extended their 2014 contract to accommodate their delays. No matter how many years I look at NVAX, it is still years away from production.

     

    Here is the statement:

     

    Novavax Announces Extension of Contract for Advanced Development of Recombinant Influenza Products and Pandemic Preparedness With HHS-BARDA

     

    GAITHERSBURG, Md., Feb. 27, 2014 (GLOBE NEWSWIRE) -- Novavax, Inc. (Nasdaq:NVAX) announced today the execution of a contract modification to extend the base period of performance of its current contract with the U.S. Department of Health and Human Services, Biomedical Advanced Research and Development Authority (BARDA) for the advanced development of Novavax' recombinant seasonal and pandemic influenza vaccines. The contract was originally awarded in February 2011, with funding of up to $97 million over an initial base period ending in February 2014. Novavax and BARDA have agreed to amend the agreement to allow Novavax to continue to access the remainder of the $97 million in base period funding through September 2014. These funds will support the upcoming Phase 2 trial for our H7N9 vaccine candidate with Matrix-M, and activities relating to our quadrivalent seasonal influenza vaccine. BARDA has the ability to dedicate up to $79 million in additional funds to support Novavax' later-stage development of these vaccines, during an option period currently anticipated to add two years to the overall performance period.

     

    "Development of our seasonal and pandemic influenza products during the last three years under our contract with BARDA has allowed us to refine and develop influenza vaccine products while delivering important clinical trial results from our seasonal quadrivalent, avian H5N1, and most recently, avian H7N9 studies. While our original development plans anticipated utilizing the full amount of the contracted base-period funding within the three-year period, certain scope changes and development efforts resulted in delayed development timelines. Extending the base period allows us to continue to access the remaining base period budget as we initiate a pandemic H7N9 Phase 2 study early this year and prepare for additional Phase 2 and Phase 3 influenza clinical trials, which we expect would occur during the contract's option period," said Stanley C. Erck, the company's CEO and President.

     

    About the Novavax BARDA Contract

     

    In February 2011, Novavax was awarded a contract valued at up to $179 million by BARDA for the advanced development of recombinant influenza vaccine products and manufacturing capabilities for pandemic preparedness. Throughout the contract's base period, Novavax has been developing and testing its novel recombinant virus-like particle (http://bit.ly/1bPuQ7u) influenza vaccines to address BARDA's commitment to advancing recombinant-based technology as a component of pandemic preparedness. Upon satisfaction of established milestones, the contract is expected to be extended, upon execution by BARDA of an Option One period. The milestones under the Option One period would focus on completion of the pathway to product licensures from the U.S. Food and Drug Administration (FDA), including support for manufacturing scale-up. There is an additional contract option for vaccine production ($3 million).

     

    About Novavax

     

    Novavax, Inc. (Nasdaq:http://bit.ly/MHO26Z) is a clinical-stage biopharmaceutical company creating novel vaccines and vaccine adjuvants to address a broad range of infectious diseases worldwide. Using innovative proprietary recombinant protein nanoparticle vaccine technology, the company produces vaccine candidates to efficiently and effectively respond to both known and newly emergent diseases. Additional information about Novavax is available on the company's website, novavax.com.

     

    Forward-Looking Statements

     

    Statements herein relating to the future of Novavax and the ongoing development of its vaccine and adjuvant products are forward-looking statements. Novavax cautions that these forward looking statements are subject to numerous risks and uncertainties, which could cause actual results to differ materially from those expressed or implied by such statements. These risks and uncertainties include those identified under the heading "Risk Factors" in the Novavax Annual Report on Form 10-K for the year ended December 31, 2012, and Form 10-Q for the period ended September 30, 2013, both filed with the Securities and Exchange Commission (SEC). We caution investors not to place considerable reliance on the forward-looking statements contained in this press release. You are encouraged to read our filings with the SEC, available at sec.gov, for a discussion of these and other risks and uncertainties. The forward-looking statements in this press release speak only as of the date of this document, and we undertake no obligation to update or revise any of the statements. Our business is subject to substantial risks and uncertainties, including those referenced above. Investors, potential investors, and others should give careful consideration to these risks and uncertainties.
    CONTACT: Barclay A. Phillips
    SVP, Chief Financial Officer and Treasurer
    Novavax, Inc.
    240-268-2000

     

    Source: Novavax, Inc.
    27 Feb, 04:52 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    thanks OG, and your opening line is exactly why I sold 60% of my holdings in NVAX today (which was quite large). Gains were 88%, 92%, 197% . I just couldn't turn it down.

     

    Even with BARDA, do u think a capital raise could be in the works like INO ? that was my fear.
    27 Feb, 05:07 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    Excellent profits! Congrats.
    27 Feb, 09:38 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Cancer cures.....I do believe in this approach, the data looks very impressive.

     

    Modified T-Cells: Quietly Becoming Very Relevant
    http://seekingalpha.co...
    1 Mar, 05:47 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    disclosure, I sold all my MNKD yesterday for a loss. I am not advising anyone to buy or sell. At this point after the gains in NVAX, I was not willing to hold it into the FDA approval meeting with all the negative press and the "iffy / incomplete data" of which the CEO of MNKD admitted some data was omitted and/or not made public.

     

    IMO, it should be approved, but I was unwilling to take the risk.
    1 Mar, 05:57 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Thanks for sharing your moves, LT. Last week I started positions in Rexahn Pharmaceuticals (RNN) -- another spec stock (hat tip to Bret Jensen) as well as Synta Pharmaceuticals (SNTA). I also added another bloc of (CUR) -- Neuralstem (i.e. one man's dog is another man's meal LOL.) YTD my biotech spec stocks have been doing pretty well -- so like you I take partial gains off the table quickly and don't let losses ride.

     

    I am currently watching for entries on (SNSS) and (AGEN).
    mj

     

    P.S. BTW -- Doc SM -- you sure made a great call on ADHD at $18! FPA et al. -- thanks for this idea generation Concentrator on biotechs.
    1 Mar, 09:35 AM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    Thanks, Mercy. ADHD has an intriguing product and should do well.

     

    OREX has also done well lately. Looks like I caught a bottom.

     

    I remain confident that MNKD will get its well-deserved approval this year.
    1 Mar, 10:49 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Follow-up -- (SNTA) CEO unexpectedly resigns and new Director is appointed to the Board http://bit.ly/1lvpIsr
    mj
    3 Mar, 08:15 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Also FYI -- "A bill allowing the terminally ill to use experimental drugs not yet approved for use by the Federal Drug Administration has advanced to the full House in Arizona."http://bit.ly/NOFYq7
    mj
    3 Mar, 08:47 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Analyst coverage update on Neuralstem (CUR) for those interested: http://bit.ly/1kgnw5n Zack's upped its price target.
    mj
    11 Mar, 09:07 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Top Biotech Stocks Under $5 With Huge Potential Upside
    By Lee Jackson March 1, 2014 10:39 am EST

     

    http://bit.ly/1hwyovj
    2 Mar, 04:38 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Bluebird Bio May Turn Dreams Into Reality

     

    http://seekingalpha.co...
    2 Mar, 06:37 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    The partnership with Celgene has the most potential...as it's the cancer therapy Celgene is working on.
    2 Mar, 06:46 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    This has potential...read the news back to 2012 & '13

     

    Pluristem's Preeclampsia Effort Pushes PLX Platform
    http://seekingalpha.co...
    2 Mar, 06:46 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Novel Blood Test Can Find One Cancer Cell Among Millions

     

    http://bit.ly/1lucnAG
    3 Mar, 03:30 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    more virus threats

     

    Giant Virus Resurrected from Permafrost After 30,000 Years
    http://yhoo.it/1i0xiqj
    3 Mar, 07:25 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    MNKD issueing $50 million in stock....and they spoke at a conference yesterday and the transcript os on SA. They tried to settle nerves over the withheld data.

     

    If you believe what they said, it should be approved.
    4 Mar, 09:17 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    SGMO mentioned at the end

     

    Early HIV Treatment Clears Virus in Second U.S. Baby
    http://bloom.bg/1fIZe4B
    6 Mar, 04:57 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    LT: Hear that moan coming from Philly? That's me thinking about how I bailed on Sangamo when it was priced in the $9.00 region.

     

    Such is life....
    6 Mar, 11:39 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Hey Maya, I'm "moaning" because I didn't play more biotechs like SGMO back in November. You booked some early gains on (SGMO) -- I say congrats.
    mj

     

    6 Mar, 12:01 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Thanks, Mercy.
    6 Mar, 12:09 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Biostar in LOI with research institute to develop liver-cancer drug
    China-based Biostar Pharmaceuticals (BSPM +21.8%) signs a letter of intent with the Research Institute of Pharmaceuticals at Shaanxi University of Chinese Medicine to develop a drug for liver cancer based on Oleanolic Acid injection.Biostar's has found that the "AO" factor in Oleanic acid is "remarkably effective in killing the Hepatitis B virus, and it may also be used to kill cancer cells." (PR)
    | 9:50 AM|Comment!
    6 Mar, 11:37 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    SMartin, this is for you

     

    FDA clears way for U.S. trials of Alcobra ADHD therapy
    Alcobra (ADHD) will be able to start U.S. trials of its Metadoxine Extended Release (MDX) treatment for Attention Deficit Hyperactivity Disorder (ADHD), Fragile X Syndrome and other cognitive dysfunctions after the FDA approved the company's Investigational New Drug (IND) application for the treatment.Alcobra expects to soon start enrolling adult patients in a Phase III trial of MDX. (PR)
    | 9:37 AM|Comment!
    6 Mar, 11:37 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Ululru (OTCQB:ULUR) took a 9% hit today- Close at $1.18.

     

    Just profit taking or something more serious?

     

    WT
    6 Mar, 05:06 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    No ULUR news I am aware of. Was not able to watch closely today, too busy in meatspace.

     

    Looks more like a general hot money trend, as nearly all my biotechs downdrafted today after ratcheting up in recent weeks.
    6 Mar, 06:26 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Yes the trend was down for biotechs today. SA noted: "weakness in high-flying biotech stocks pulled the Nasdaq lower, as momentum names Gilead Sciences and Vertex Pharma each fell nearly 4%." One of my pleasant surprises today, however, was La Jolla Pharmaceutical (OTC:LJPC). It opened up 25% on just one analyst upgrade and then settled the day at an increase of over 12 %.
    mj
    6 Mar, 08:41 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re:Biotechs down-

     

    My thinking is that there is a lot of sideline cash in the pockets of little guys that have watched the stock prices of pharma related stuff ride the up curve and they want some too. The volatility we have all seen is solid evidence of that. They will be quick to bail as well. I'm getting tips from the guy that works on my car- THAT gets me second guessing my relative complacency- added to my (SDS) position today.

     

    If we don't declare war on somebody or don't have some other kind of black swan before the end of the month I believe that much of the speculative stuff and pharmas catching a positive review by an analyst will be bought heavily by money managers doing quarter end window dressing of the portfolios they manage.

     

    Keeping some cash ready for after the Ides of March might pay some dividends of a serious nature.

     

    I couldn't begin to guess after that though.

     

    WT
    6 Mar, 09:23 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    WT, I have raised a lot of cash lately. In fact my little trading acct is 100% cash for the first time in a very long time.

     

    I am watching several bio's, but as SM posted I was waiting for a pullback. Cramer touted Sangamo last night....is this an omen? It has to be on your list now.
    MJ, I like AFFX. I'm like SM, we may have to just buy it.

     

    I keep looking for a pullback in bio's, but they may kill the losers and pump the winners to the moon. Beware of capital raises too..ex.= PLUG dropped the bomb on the mkt. Anytime I see a stock skyrocket like this I am expecting them to raise easy money quick. Bio's too. Ex. INO
    7 Mar, 05:43 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Some may be interested in this report which states that "one of the major challenges in the [biotech] market is the growing complexity in using bioinformatics tools and the consequent need for proper training and guidance to use these tools properly and efficiently.

     

    The key vendors dominating this market space are:

     

    Accelrys Inc.
    Affymetrix Inc.
    Agilent Technologies Inc.
    CLCbio A/S
    Illumina Inc.

     

    http://bit.ly/1cGsgMl

     

    These biotechs appear to be playing a role in the decreasing cost of genetic sequencing.

     

    mj
    Discl: Long (AFFX)
    6 Mar, 08:49 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    I have a lowball GTC bid on AFFX sitting for a couple of weeks hoping to catch a downdraft. May have to raise it...
    7 Mar, 04:46 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >MJ-

     

    Thanks! I'm long (AFFX) also, right about even now. Agilent is looking attractive now also.

     

    WT
    7 Mar, 05:25 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    I have a rather large bet on Tetraphase that took hits yesterday and today for what I feel may be "Investing by headline" and not reading the background.

     

    Revenues were down because short term contracts expired. Revenue loss was $.49 vs $9.43 the prior year. Total loss was $11.3 mil vs $3.1 prior year. The $.49 was 2 cents more than analysts expected.

     

    Stock (TTPH) hammered yesterday and today where it's down 8% to $12.40.

     

    ISTM to be a buying opportunity.

     

    WT
    7 Mar, 03:19 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Thx for the update, WT.

     

    I sold my position in (RNN) this am at breakeven after seeing all of the controversy over the value of its pipepline: "Sell-side analysts like H.C Wainwright's Andrew Fein are telling investors to buy Rexahn today with nary a mention of Archexin's troubled history ... Rexahn had a partner for RX-3117. Teva (TEVA_) signed on to fund early development of the drug in 2009. Last August, Teva gave the drug back to Rexahn." http://bit.ly/1noRzca

     

    Also I just sold my position in La Jolla Pahrmaceuticals (OTC:LJPC) @ $9.75 for a 33% gain -- fast rise based on one analyst recommendation is not solid enough for me to keep holding at the moment.
    mj
    7 Mar, 03:51 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Nice moves, Mercy!

     

    Have a great weekend!
    7 Mar, 04:08 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >MJ-

     

    Nice catch!

     

    "...fast rise based on one analyst recommendation..."

     

    Agree with that conclusion. A quick rise and a quick trigger grabs these currently ephemeral pops.

     

    Long term holding for me is three days!

     

    WT
    7 Mar, 05:29 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Thanks you guys -- it's a nice offset against my small loss in (SNTA) after the CEO resigned. I am playing several of these momentum biotechs -- but I am holding relatively small positions on each one. This strategy seems to be working well (for now) -- on these short term spec stocks. Have a great weekend.
    mj
    7 Mar, 08:17 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Well as Baron Rothchild would say
    "To make money in the market, I never buy at the bottom and I always sell too soon." LOL

     

    After my 33% gain on Friday La Jolla Pharmaceuticals (OTC:LJPC) added another 67% gain yesterday. http://bit.ly/OgHb9P

     

    Now on to the next fish waiting to be caught...
    mj
    11 Mar, 06:12 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >MJ-

     

    A nice fish could be Michael Kors (KORS).

     

    The setup could be for a quick scalp or a long term (two weeks) Swing Trade.

     

    WT
    11 Mar, 09:11 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Appreciate it WT -- I usually avoid retailers, but I know (KORS) has been good to a lot of traders in the past. will take a look.
    Thx,
    mj
    11 Mar, 09:16 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    You gotta love this !

     

    Medtronic on board to test orgasm device
    North Carolina surgeon Stuart Meloy may have discovered a game changer for some women: a device that produces "orgasms on demand". He decided to pursue developing the product after witnessing a female patient's intense stimulation after he placed electrodes in her lower back for an undisclosed condition.The device consists of two electrodes that will be surgically inserted into certain nerves in the spinal column and a cigarette pack-size signal generator implanted in the upper buttock. The user presses a remote control button for stimulation.The device will be studied for women who have serious cases of orgasmic dysfunction where some women's brains interpret arousal as a fear response.Medtronic (MDT) has signed on to conduct tests.No decision on developing a mass market version has been disclosed.

     

    |12:41 PM|8 Comments
    8 Mar, 04:20 AM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    It's finally real!

     

    http://bit.ly/1dCHKo1

     

    edit: WOW! Small world. The inventor of this system, Dr. Stuart Meloy, was a med-school classmate! He is an anesthesiologist specializing in pain management, rather than a surgeon.
    8 Mar, 01:01 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Biostar Pharma up 12% premarket
    Nano cap Biostar Pharmaceuticals (BSPM) is poised for a gap up at the open. Yesterday, the company reported that it had signed a letter of intent with the Research Institute of Pharmaceuticals at Shaanxi University of Chinese Medicine to develop a new liver cancer drug based on oleanic acid injection.There were 3M new liver cancer cases in China in 2012, ~22% of the world total.Company scientists have discovered that the "AO" factor in oleanic acid is effective in killing the Hep B virus and may also be used to kill cancer cells.Press release
    8 Mar, 04:30 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Alexion ups guidance
    Alexion Pharmaceuticals (ALXN) ups its 2014 EPS guidance to $4.37 to $4.47 from $3.70 - $3.80 citing improved reimbursement for Soliris in France.Revenue guidance now $2.15B - $2.17B up from $2B - $2.02B.Shares are up almost 3% premarket.
    10 Mar, 08:07 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Wish I knew why these upgrades were coming out so high ?

     

    H.C. Wainwright initiated coverage on BioCryst Pharma (NASDAQ: BCRX) with a Buy rating and a price target of $21.00.
    For an analyst ratings summary and ratings history on BioCryst Pharma click here. For more ratings news on BioCryst Pharma click here.
    Shares of BioCryst Pharma closed at $11.46 yesterday, with a 52 week range of $1.12-$11.62.
    Copyright 2014, Street Insider News Provided by Acquire Media Corporation
    10 Mar, 08:13 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Novavax reports after the close today. Seems like the market is forecasting a bad report.
    10 Mar, 12:12 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    I dunno, Maya.

     

    Biotechs in general are down today, and the options chain for NVAX remains bullish today.
    10 Mar, 12:45 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Maybe, Doc. But the last few trading sessions NVAX has dropped nearly a buck.
    10 Mar, 12:58 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    How can it be otherwise? The biotech sector is overbought generally (and finally getting knocked down), and we know NVAX is still not profitable and going into costly phase 2b &3 studies plus they already announced their new shelf registration so they will have to raise $ again, sometime in late 2014 or early 2015 I figure. BARDA has accommodated them with an extension because they are already behind in their calendar and where they ought to have progressed, but did not, with their studies.
    So, all in all that sounds like a lot of uncertainty to me, imo. Unless they have something fabulous to report today, I don't expect a good report. They did announce a new hire. NVAX appoint John J. Trizzino as Senior VP, Commercial Operations.

     

    What do they need a SVP of commercial operations for?

     

    If they announce they have to do more equivalency studies and extend the research timeline even further, that will bring the share price down.
    10 Mar, 04:00 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    NVAX Up 8%+-
    11 Mar, 11:08 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    I'm out of NVAX, but took a long position in INO on the upgrade.

     

    Piper Jaffray maintained an Overweight rating on Inovio Pharmaceuticals (NYSE: INO) and raised its price target to $6.50 (from $3.50).
    For an analyst ratings summary and ratings history on Inovio Pharmaceuticals click here. For more ratings news on Inovio Pharmaceuticals click here.
    Shares of Inovio Pharmaceuticals closed at $3.40 yesterday, with a 52 week range of $0.49-$3.03.
    Copyright 2014, Street Insider News Provided by Acquire Media Corporation
    10 Mar, 01:23 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    LT, I followed you in with a starter position today in (INO) @ $3.49.
    Thx,
    mj
    11 Mar, 04:04 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Good luck MJ, you beat me on entry point by a few pennies ! lol

     

    It may pull back and I sorta hope it does so I can finish off my stake. I like this one. (don't know why I didn't bite on it like NVAX and Sprint when it was $1.50 -2.50 but that's the breaks.
    11 Mar, 04:49 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    http://seekingalpha.co...

     

    MNKD
    10 Mar, 01:28 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    Rho's articles always seem pretty even-keeled to me. I agree with his conclusions.
    10 Mar, 04:02 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    Novavax Reports Fourth-Quarter and Year-End 2013 Financial Results and Initiation of Phase 1/2 Clinical Trial of Its H7N9 Avian Influenza VLP Vaccine Candidate With Matrix-M(TM)

     

    GAITHERSBURG, Md., March 10, 2014 (GLOBE NEWSWIRE) -- Novavax, Inc. (Nasdaq:NVAX), a clinical-stage biopharmaceutical company focused on the discovery, development and commercialization of recombinant nanoparticle vaccines and adjuvants, today reported its financial results for the fourth quarter and year ended December 31, 2013 and announced the initiation of a Phase 1/2 clinical trial of its H7N9 avian influenza VLP vaccine candidate with its proprietary Matrix-M adjuvant. The trial is enrolling 610 healthy subjects to evaluate the safety and immunogenicity of this vaccine and adjuvant.

     

    Novavax Business Highlights

     

    2013 Achievements:
    • Reported data from two RSV F-protein nanoparticle vaccine trials, one in 330 women of childbearing age and the other in 220 elderly subjects, demonstrating strong immunogenicity of the RSV vaccine candidate;
    • Demonstrated in the RSV elderly subject trial that the vaccine could be administered concurrently with a seasonal influenza vaccine to elicit potentially protective levels of antibodies to both vaccine targets;
    • Initiated our H7N9 avian influenza VLP vaccine candidate program in April and published the industry's first H7N9 vaccine human clinical trial data showing highly protective levels of antibodies following vaccination in the December 26th issue of the New England Journal of Medicine;
    • Acquired Novavax AB (previously Isconova AB) and its saponin-based adjuvant Matrix-M to support Novavax' vaccine programs; and
    • Completed a successful $100 million secondary stock offering.

     

    2014 Recent Events:
    • Extended the contract for Advanced Development of Recombinant Influenza Products and Pandemic Preparedness with HHS BARDA; and
    • Initiated a U.S.-based Phase 1/2 clinical trial of H7N9 avian influenza VLP vaccine candidate with Matrix-M, enrolling 610 healthy adult subjects between 18 and 64 years old, under the Company's HHS BARDA contract.

     

    2014 Anticipated Events:
    • Release of top-line data from the ongoing Phase 2 clinical trial of the RSV F protein nanoparticle vaccine candidate in women of childbearing age in the second quarter of 2014;
    • Release of top-line data from the recently initiated Phase 1/2 clinical trial of the H7N9 avian influenza VLP vaccine candidate with Matrix-M in the second half of 2014;
    • Initiate a Phase 2 clinical trial of our RSV F protein nanoparticle vaccine in pregnant women in the fourth quarter of 2014; and
    • Initiate a Phase 2 clinical trial of our quadrivalent VLP seasonal influenza vaccine in the fourth quarter of 2014.

     

    "We made substantial progress in advancing our RSV and influenza vaccine development programs during 2013 and I believe 2014 holds the potential for even greater accomplishments across our entire pipeline," said Stan Erck, president and CEO of Novavax, Inc. "Our rapid response to the emergence of an avian H7N9 influenza strain continues to demonstrate the power and flexibility of our vaccine and adjuvant technologies. This year we plan to report top-line results from our ongoing RSV and influenza studies, initiate our first RSV clinical trial in pregnant women and report top-line results from the first study of our H7N9 avian influenza vaccine candidate with our Matrix-M adjuvant. These will be important milestones for these programs for which I anticipate continued success in 2014."

     

    Financial Results for the Fourth Quarter and Year Ended December 31, 2013

     

    In connection with its acquisition on July 31, 2013, Novavax AB's operations have been included in the company's consolidated results of operations and financial position as of the acquisition date. Novavax reported a net loss of $14.1 million, or $0.07 per share, for the fourth quarter of 2013, compared to a net loss of $8.0 million, or $0.06 per share, for the fourth quarter of 2012. For the full year 2013, the net loss was $52.0 million, or $0.31 per share, compared to a net loss of $28.5 million, or $0.22 per share, for 2012.

     

    Novavax revenue in the fourth quarter of 2013 increased 92% to $8.7 million as compared to $4.6 million for the same period in 2012. The increase in revenue was primarily due to the HHS BARDA amendment relating to H7N9 manufacturing and other activities and the PATH amendment to support the company's Phase 2 clinical trial in women of childbearing age.

     

    Research and development expenses increased 69% to $16.3 million in the fourth quarter of 2013, compared to $9.6 million for the same period in 2012, primarily as a result of increased costs relating to the company's RSV and pandemic (H7N9) influenza clinical trials and higher employee-related costs. General and administrative expenses increased 65% to $4.1 million in the fourth quarter of 2013 as compared to $2.5 million for the same period in 2012, resulting primarily from Novavax AB's expenses and higher professional fees.

     

    As of December 31, 2013, the company had $133.1 million in cash and cash equivalents and investments compared to $50.3 million as of December 31, 2012. Net cash used in operating activities for 2013 was $45.4 million compared to $18.2 million for 2012. The increase in cash usage from the prior year was primarily due to higher research and development spending, including the company's RSV and pandemic (H7N9) influenza clinical trials, as well as increased employee-related costs.

     

    Conference Call

     

    Novavax management will host its quarterly conference call today at 4:30 p.m. EDT. The dial-in number for the conference call is 1 (877) 212-6076 (U.S. or Canada) or 1 (707) 287-9331 (international). A webcast of the conference call can also be accessed via a link on the home page of the Novavax website (novavax.com) or through the "Investor Info"/"Events" tab on the Novavax website.

     

    A replay of the conference call will be available starting at 7:30 p.m. on March 10, 2014 until midnight May 1, 2014. To access the replay by telephone, dial 1 (855) 859-2056 (domestic) or 1 (404) 537-3406 (international) and use passcode 2459615. The replay will also be available as a webcast and can be found on the "Investor Info"/"Events" on the Novavax website.
    10 Mar, 04:27 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Burning cash at increasing rates, and yet NVAX is up 2 cents in AH trading. Go figure.
    10 Mar, 04:32 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    (NWBO) is up 30% today.

     

    Of course, I was stopped out last week at $6.84 while today's close was at $7.85, up $1.79 for the day!

     

    (MNKD) is at $5.71- No change today. I will be a buyer once again if we get to $5.50.

     

    Buy the stock at $5.50, write $6.00 Calls for $.35, stock gets called at $6.00, drops back to mid-fives and do it all again, every 4-6 weeks. Wash, rinse, repeat.

     

    WT
    10 Mar, 05:17 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    For you fans of NWBO:

     

    AF Strikes Again!
    http://seekingalpha.co...
    12 Mar, 11:26 AM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    And more circus clowning from The Show That Never Ends:

     

    http://bit.ly/1cTlG4Y
    12 Mar, 12:13 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    OK, WT, I am trying your game today.

     

    With the AF shenanigans causing such volatility, I bought 400 (NBWO) @$7.98 and sold 4 calls NWBO 04/19/2014 7.50 C @$1.55.

     

    $600 in pocket today, $400 net if called away when PPS goes to $9+.

     

    Worth a roll of the dice, and the shares may be worth something one day if not called away.
    12 Mar, 12:41 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >SM-

     

    You Bot (NWBO) at $7.98 and sold the 4/19 $7.50s?

     

    So you Sold in-the-money Calls that have a net value of $1.55 minus $.48 or roughly $400 net. If the stock stays where it is you assign the stock and get &7.50 a share plus the $400 you pocketed on the sale of the Calls. So your $3200 investment will get you $3000 plus the $600 for $3600 on a $3200 investment or $400.

     

    I'm not clear on the $900 part. The stock will get called away at $7.50, not $9.00.

     

    If I understand correctly.

     

    WT
    12 Mar, 05:27 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Too late to edit prior comment-

     

    "I'm not clear on the $900 part."

     

    Should be $9.00 not $900.

     

    WT
    12 Mar, 06:09 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    I look at it with the idea that whomever paid me $1.55 for the right to buy at 7.50 will not consider the exercise of that right to be more valuable than the full transaction cost until the current price = 7.50 + 1.55, or over $9.05/share. Otherwise, if the price of the call is going up because NWBO is worth more than say $8.50, why would they not just sell the call for a larger profit than the net cost of 9.xx - 9.05? If the cost of the contract goes down over time because NWBO remains south of $9, then exercising the call before it expires is more expensive than selling the call to somebody else.

     

    A somewhat simplistic assumption that allows me to judge current risk and costs of the transaction from my end vs risk for the one who bought my calls. I realize that the other participant may sell the call before it expires, but I assume they will not if price is rising, as seling a call contract that has grown somewhat in value but not enough to make the exercise of it profitable, would be more profitable for them.

     

    If PPS skyrockets to say $15, then exercisiing the call is more profitable for them, and I still have my small profit. I am betting the PPS won't skyrocket without significant catalysts before 4/19/14.

     

    Does my logic work? I am still trying to figue this game out.
    12 Mar, 08:36 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >SM-

     

    Much clearer now. Looks like you remember what happened to me on one of my several (MNKD) writes where the entity that bought the CALLs I sold was looking to acquire the stock PRIOR to the expiry point and exercised with several days left.

     

    That would not have happened if I had the 'insurance' you have. Good thinking.

     

    WT
    13 Mar, 09:53 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re: (MNKD)

     

    Slight change of plan- Bot blocks @ $5.80 this am, pre-mkt, instead of waiting for $5.50. If I am reading this correctly the stock should be on the move.

     

    Will be writing Calls for $6.50- Just not sure which expiry just yet.

     

    WT
    11 Mar, 08:42 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Started a position in Athersys (ATHX). Like a lot about this company including its 42% institutional ownership (even though it has had a good runup already.) Will watch to add more if it drops after the earnings release in a couple of days. Good articles on SA helped with my education -- although a "not-so-good" article had some of the best educational comments of all as commenters linked to the accurate facts.
    mj
    11 Mar, 10:29 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >MJ-

     

    Re: (ATHX)

     

    I read through the first article and thru all the comments. The very last one is a doozy! LOL.

     

    Looks like a rather positive stock to take a position in.

     

    I may join you- Thanks-

     

    WT

     

    11 Mar, 11:52 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    March 12 (Reuters) - Sangamo BioSciences Inc :
    * JMP Securities raises price target to $27 from $22; rating market outperform
    For a summary of rating and price target changes on U.S. companies:
    Reuters Eikon users, click on
    12 Mar, 07:03 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Inovio to report on Monday
    Inovio Pharmaceuticals (INO) will announce its Q4 and FY13 financial results on Monday, March 17 before the open.

     

    | 8:04 AM|Commen
    12 Mar, 09:12 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    FDA agrees to rapid Chimerix drug test program to help treat dying boy
    http://on.mktw.net/1i6...
    12 Mar, 11:26 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Venaxis expects APPY1 approval following positive trial; shares soar
    Venaxis' (APPY) APPY1 Test for identifying patients who are at low risk of appendicitis performed well in a pivotal trial, with sensitivity and negative predictive value results surpassing those in a pilot study.
    Venaxis believes that the data is enough to receive FDA approval, and the company intends to file a 510(k) application in the next few weeks.
    Shares surge 29% premarket. (PR)
    [Healthcare, On the Move] Comme
    13 Mar, 07:46 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    this is interesting...
    Oxigene Surprises With Positive Ovarian Cancer Study Success
    http://bit.ly/1dYg4dz
    14 Mar, 04:39 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    VivaGel®-coated condom approved for marketing in Japan

     

    Melbourne, Australia; Starpharma today announced that regulatory certification has been granted for marketing Starpharma’s VivaGel®-coated condom in Japan, the world’s second largest condom market.

     

    VivaGel® is licensed to Okamoto Industries (TSE: JP3192800005) as a condom coating for the Japanese market. Okamoto is the market leader for condoms sold in Japan and has held this position for many years. Under Starpharma’s commercial licence agreement with Okamoto, Okamoto has exclusive Japanese marketing rights for the VivaGel®-coated condom. VivaGel®-coated condoms sold by Okamoto will carry the VivaGel® brand and Starpharma will receive royalties based on sales of these condoms.
    14 Mar, 11:20 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Market jitters still running high, but Neuralstem (CUR) up 5% at the moment. I added my third block of this one @ $3.62. We will learn on April 9th whether trial results sends it up the hill or whether it falls flat on its face. Here's a good article and comments for anyone interested. http://seekingalpha.co...
    mj
    14 Mar, 01:59 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >MJ-

     

    Re: (CUR)

     

    Very thorough and informative IMHO. Doesn't look too enthusiastic for (CYTK) however. Long time in an early phase and not moving along. Hmm.

     

    WT
    14 Mar, 04:52 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    WT,

     

    Cytokinetics' tirasemtiv works in an entirely different way from the Neuralstem presumed mechanism of stem cells replacing central cell loss. Tirasemtiv works at the neuromotor endplate junction, not centrally, so it could be a complementary treatment to stem cells, if they work.

     

    Further, tirasemtiv might be effect in the bulbar forms of ALS and in myasthenia gravis, which is twice as prevalent as ALS, as well as other neuromotor dieases.

     

    Don't count them out because everybody is hyped on the miracles that stem cells seem to promise. Lou Gehrig's disease is devastating and makes for great headlines, but the market for neuromotor boosters is far larger and less well-known to the public.

     

    Still long (CYTK). Still puzzling over the science of (http://bit.ly/1i9OHhB): http://bit.ly/1i9OHxO
    14 Mar, 05:44 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >SM-

     

    Hey, Doc- Thanks for the clarification in the CYTK work. I think that owning it will likely pay beau coup returns soon.

     

    I was forbidden to trample on the hallowed ground of the PRO members so I could not access the link(s) you posted.

     

    I hope there is progress from either firm. I have lost two friends to that terrible disease. The bad part is seeing them for years just watching the parts stop working knowing there is no alleviation.

     

    WT
    14 Mar, 09:03 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    For those interested Neuralstem (CUR) has now published positive results in Phase 1 stem cell trials: :"The completion of this Phase I study is a major milestone for the testing of intraspinal stem cell therapy for ALS," said Jonathan Glass, MD, Professor of Neurology and Pathology, Emory University School of Medicine and Director of the Emory ALS Center, site principal investigator and a senior study author. "We have now shown that the procedure is safe for both lumbar and cervical injections, allowing us to move forward with an aggressive program to test whether this treatment will improve the course of disease for patients with ALS." http://bit.ly/1kXnodP
    Shares are up another 14% today.
    mj
    17 Mar, 01:12 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    Yes, I have looked over the study, which is available online without a paywall for now, at http://bit.ly/1qMmCS0
    This is the link that got broken in my post above about (CUR) vs (CYTK). I linked to the PDF version of the paper, but the HTML version appears to still be accessible.

     

    The study shows feasibility in a small number of patients, but it hardly demonstrates efficacy. Unfortunately, as this is a terrible disease that tends to progress quickly (usually 2-5 years between diagnosis and death), about half the patients are deceased, despite the stem cell treatment.

     

    This Phase I study paves the way for a much larger trial to examine efficacy. This will be difficult and costly, given the nature of the disease.

     

    We still do not have a really good understanding of the causes of ALS, which is likely multifactorial genetic problems. Only one gene/protein has been clearly linked in a very small subset of familial ALS, the Superoxide Dismutase enzyme in the nervous system. The vast majority of ALS patients do not have this genetic abnormality and do not have a family history of a neuromotor degenerative disorder, so researchers are still trying to put together a reasonable theory about the causes of ALS.
    17 Mar, 02:36 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Thanks Doc -- guess the peer review publication is what is generating the buzz today on (CUR).
    mj
    17 Mar, 02:44 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Congrats, Mercy!
    17 Mar, 02:52 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Well they are only paper profits, Maya, we will see if the euphoria is sustainable. I may have to take some profits off the table soon before the market takes them all away from me!
    Thx,
    mj
    17 Mar, 03:10 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Anyone biting on GALE's bad luck and buying on the sell off ?

     

    Galena ups Abstral guidance but SEC investigation dampens the mood
    Galena Biopharma (GALE) raises 2014 Abstral guidance to $11M - $15M from $8M - $12M.Appoints veteran securities lawyer Irving M. Einhorn to the board of directors. Mr. Einhorn, a former SEC attorney, has over 40 years' experience in SEC enforcement, regulation, compliance and disclosure requirements. His role will be advising the company through its current legal entanglements.The SEC is investigating the firm's relationship with the IR firm The Dream Team Group (10-K, page 41).Consensus 2014 EPS estimate is a loss of $0.36/share on revenues of $12.6M.Shares are down 9% on heavy volume in after hours trading.

     

    | 9:53 PM|5 Comments
    18 Mar, 04:32 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    German researchers have cured HIV in several mice. They say it will take 10 years to bring to mkt if successful in humans.

     

    After I'm gone, there will be many many cures for bad diseases
    http://yhoo.it/1fEBCbx
    18 Mar, 06:18 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >LT-

     

    "After I'm gone, there will be many many cures for bad diseases"

     

    Living longer may not be all it seems to be. Could be a curse in some cases.

     

    WT
    18 Mar, 07:03 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Novogen Limited [Nasdaq: NVGN] and its joint venture company with Yale University, CanTx Inc, today announced an important milestone with lead candidate drug, Trx-1, demonstrating a potent anti-cancer effect in mice xenografted with human ovarian cancer stem cells.
    CanTx is seeking a novel approach to the treatment of abdominal cancers, by developing a product to be administered intra-peritoneally with the ability to seek out tumor cells and to eliminate the full hierarchy of cells within tumors. The final product is envisaged to be Trx-1 in a 'smart' drug delivery system.
    The first key step in that process was confirmation that Trx-1 alone would be effective. The study reported on today provides that confirmation.
    The study was conducted in the laboratories of Gil Mor, M.D., Ph.D, Professor of Obstetrics, Gynecology and Reproductive Science at Yale School of Medicine, and involved an animal model for ovarian cancer considered to be highly representative of the clinical situation. In this model, ovarian cancer stem cells obtained from a patient with refractory ovarian cancer are injected intra-peritoneally, where they grow in a disseminated manner, forming multiple tumors in locations that resemble those observed in patients with ovarian cancer.
    "Until now, we have not been able to identify a drug from any company that is effective in this model. So it is very exciting to observe an anti-tumoral effect with Trx-1," Prof. Mor said.
    "But this is just the first step. We needed to establish the anti-cancer credentials of Trx-1 on its own. The second step that we hope to report on very soon is the final product of Trx-1 in a 'smart' delivery system, rather than the standard cyclodextrin carrier used in this study. The advantage of an intra-peritoneal product is that it delivers drug directly to where it is needed," Prof. Mor continued. "And while we are focusing for the moment on ovarian cancer, there is every reason to believe that the same strategy will be applicable to other types of tumors contained within the abdominal cavity, such as pancreatic and colorectal cancers."
    "This represents a key inflection point for the Company and its super-benzopyran drug technology platform. The usual test of showing that a drug can stop the growth of standard cancer cell lines implanted under the skin of athymic mice is an important STOP: GO step for any experimental anti-cancer drug, but hardly an ultimate test," said Graham Kelly, Ph.D., Novogen and CanTx CEO. "Prof. Mor set us an ultimate test by setting out to replicate as much as possible the clinical situation. These ovarian cancer stem cells produce tumors comprising daughter cells that are highly chemo-resistant as well as being highly aggressive and tumorigenic."
    "Trx-1 had shown high potency against human ovarian cancer stem cells and their daughter cells in vitro, leading us to believe that it is the first drug to be effective across the full spectrum of ovarian cancer cells at the same dosage, but this was the evidence that we needed to progress this drug into the clinic," Dr. Kelly said.
    Copyright 2014, Street Insider News Provided by Acquire Media Corporation
    18 Mar, 08:16 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Gale down 20% premarket
    Off hours trading still going the wrong way for Galena Biopharma (GALE).
    Investors appear to be holding their collective noses over Abstral results and legal distractions.
    [Healthcare, On the Move] Comment!
    18 Mar, 07:15 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    MJ & others who are holding or watching INO, I look for more upgrades and for this to outperform over time.

     

    Maxim Group analyst Jason Kolbert reiterated a Buy rating on Inovio Pharmaceuticals (NYSE: INO) and doubled his price target from $3 to $6 following fourth quarter results, saying the best is still ahead.
    Kolbert notes the company has plenty of capital runway for multiple events in 2014 and beyond. He said, "As the company draws closer to phase II proof-of-concept results in the VGX-3100 trial, we believe the probability of a positive outcome is rising. The amount of antidotal data suggests that Inovio's combination of vaccine and electroporation delivery does deliver robust T-cell responses. As such, we are lowering our risk rate marginally from 30% to 15%." The Roche deal also provides a measure of validation for the company's platform technology. Kolbert also notes Inovio has completed enrollment in the phase II trial (HPV-003) focused on cervical dysplasia and expects to report unblinded efficacy and immune response data in mid-2014.
    For an analyst ratings summary and ratings history on Inovio Pharmaceuticals click here. For more ratings news on Inovio Pharmaceuticals click here.
    Shares of Inovio Pharmaceuticals closed at $3.42 yesterday.
    18 Mar, 07:18 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Thanks for the update on (INO) LT.
    mj
    18 Mar, 08:13 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    another upgrade on INO this morning

     

    Brean Capital maintains its Buy rating on Inovio Pharmaceuticals Inc. (AMEX: INO) and raises its price target from $4 up to $5.
    Analyst Jonathan Aschoff commented, The double-blinded, placebo-controlled, randomized Phase 2 trial (HPV-003) of VGX-3100 for cervical dysplasia has been fully enrolled for long enough to generate efficacy results in mid-2014. We highly anticipate these results, as it will be the first controlled dataset from Inovio involving hard clinical endpoints, and thus we believe that it will be a key value creation event. In the meantime, Inovio already initiated preparatory activities for a potential 2014 start for a Phase 3 trial of VGX-3100, either with or without a partner.
    Aschoff sees Inovio's $100-million-plus cash pile supporting operations through the end of 2017, which doesn't include VGX-3100 Phase 3 costs, but Phase 2 success should allow a raise of sufficient capital for the $100 million trial cost.
    For an analyst ratings summary and ratings history on Inovio Pharmaceuticals click here. For more ratings news on Inovio Pharmaceuticals click here.
    Inovio Pharmaceuticals closed at $3.42 yesterday.
    Copyright 2014, Street Insider News Provided by Acquire Media Corporation
    18 Mar, 09:24 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    I've been watching this and totally missed out

     

    Advaxis Receives Patent in Japan for ADXS-HPV for the Treatment of Cervical Cancer
    Patent Protects Rights to ADXS-HPV to 2028
    PRINCETON, N.J., March 18, 2014 (GLOBE NEWSWIRE) -- Advaxis, Inc. (Nasdaq: ADXS), a biotechnology company developing the next generation of cancer immunotherapies, today announced that it has been issued a significant patent from the Japan Patent Office, entitled, "Compositions and Methods for Enhancing Immunogenicity of Antigens". The claims of the patent (patent number 5479918) cover the use of ADXS-HPV for the treatment of late-stage cervical cancer with a term that extends to 2028.
    "Receiving this patent in Japan for our proprietary immunotherapy product candidate, ADXS-HPV, to be used in treating patients with late-stage cervical cancer is an important milestone," commented Daniel J. O'Connor, Chief Executive Officer of Advaxis. "This expands our patent portfolio which already has over 40 patents issued and over 40 patents pending worldwide. With licensing agreements established in Asia, with Global BioPharma, and India, with Biocon Ltd., Advaxis is positioned for global development and commercialization of our immunotherapies to treat cervical cancer. Expanding the protection of our intellectual property is a major component of this strategy."
    About Advaxis, Inc.
    18 Mar, 08:02 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    MLV Sees A Good Chance Of FDA Approval For MannKind's Afrezza And 60% Upside
    http://seekingalpha.co...
    18 Mar, 12:03 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >LT-

     

    Re: (MNKD)

     

    Thanks for that good news.

     

    I had planned to write calls on the large holding of MNKD I have but gave it some thought and decided to cool my heels for a while and see what develops on the approval front.

     

    WT
    18 Mar, 03:51 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    WT, me too.

     

    I am confident that MNKD will soar soon, and have avoided writing calls on my long-term holdings, which are up 60% from my basis (over 100% from my initial block at $2.51 in 7/12). Too much upside potential as the AdCom and PDUFA approach.

     

    This one deserves patience, as one of the Big Pharmas will pounce on it after approval. I am hoping for a partnership in the US this year and further approvals worldwide over time.
    18 Mar, 06:18 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re: (MNKD)

     

    Lost my stock on a Trailing $.25 Stop yesterday at $5.90. The stock had really spiked! If I had seen it I would have dumped and got back in.

     

    Bot some Jan $5.50 2015 Calls at $2.70 as a replacement.

     

    Less $ exposure with the acceptance of the time issue.
    Hopefully there will be action prior to then.

     

    BTW- Did you see (ULURU) this morning? WOW! Got my heart pumping.

     

    WT
    20 Mar, 11:01 AM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    I am clueless what news made (OTCQB:ULUR) spike today, but it put me over 100% gain. Nice surprise.

     

    (MNKD) is likely to remain volatile going into the FDA dates in the next several weeks. Good luck with those calls. They could pay handsomely soon.
    20 Mar, 11:11 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re:(ULURU)

     

    I am + 80% and I do have quite a large position.
    Makes me a little nervous that a Stop Loss cannot be established for the stock according to the broker.
    I'll have to buy you lunch sometime for that one!

     

    I did some graphic indicator sets on (MNKD) and the option selection and believe the leverage with the CALLs will pay a dividend.

     

    WT
    20 Mar, 11:52 AM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    Bought (ESPR) today as it has dipped, pulling back from its high earlier in the month.

     

    I think they have an excellent lipid-lowering drug in the early pipeline stage, ETC-1002, which can be a nice addition to statins, or alternative to folks that do not tolerate statins.

     

    http://bit.ly/1ijx8vA

     

    No options chain to play, but a good bet to play as the research unfolds. Credit Suisse has a $26 target on it.

     

    Here is the recent research pub:
    http://bit.ly/1ijx7rw
    20 Mar, 12:41 PM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    Just had an aquaintance come down with throat/oral cancer. How he got it is the part that is....well....unique. Oral sex.

     

    Michael Douglas also suffered the same fate it appears.

     

    http://ti.me/1mfF7xi

     

    I did not realize the HPV virus could do that.
    18 Mar, 12:37 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18033) | Send Message
     
    D.G.: There was news about that out some months ago. Apparently the HPV virus is the culprit.

     

    HardToLove
    18 Mar, 01:41 PM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    So now they need to make tongue condoms?
    18 Mar, 04:03 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    DG, there is still much we do not know about HPV and its many subtypes, and how exactly it spreads. Most of them are not associated with cancer, and the ones that are are now preventable with vaccinations.

     

    Probably too late for us old hedonists, but a good idea to get your kids and grandkids vaccinated.

     

    http://1.usa.gov/1ePOOLj
    18 Mar, 06:22 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    (ISR) IsoRay announced the world's first treatment of a tumor in a pediatric patient through the use of multiple Cesium-131 sutured seed meshes for internal radiation therapy:

     

    http://bit.ly/1g1ophM

     

    Stock is up 168% today.
    19 Mar, 03:33 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Another one runs up huge and then raises capital

     

    Sangamo BioSciences with $100M secondary
    After a 72% run YTD, Sangamo BioSciences (SGMO) decides to raise some capital, offering $100M of new stock with an underwriter greenshoe for 15% of that amount.
    Shares -2.2% AH
    Press release
    [Healthcare, Breaking News, On the Move] Comment!
    19 Mar, 04:18 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Yep and the CEO also sold 50K shares this week.
    mj
    19 Mar, 06:00 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    I like this company a lot

     

    Novo Nordisk Haemophilia A drug does well in Phase III trial
    Novo Nordisk (NVO) "reports positive results" from the first Phase III trial of its N8-GP treatment for Haemophilia A.The study assessed the safety and efficacy of N8-GP when administered for prophylaxis and when given on-demand in patients who are aged 12 and above.Other than that, Novo provided no other information about the results. (PR)
    20 Mar, 06:29 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Well (AGEN) is now off my watchlist -- glad I had not pressed the button:

     

    SA:
    Agenus down 30% premarket

     

    Shares of Agenus (AGEN) are poised for an ugly opening in response to GlaxoSmithKline's report of the failure of MAGE-A3 phase 3 clinical trial. The cancer immunotherapeutic contains Agenus' QSW-21 adjuvant.
    26 mutual funds have positions, down from 92 a year earlier.
    mj
    20 Mar, 08:13 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Glad I hung on to (SNTA) during this rollercoaster ride. Hope the JPM price target of $10 is realistic:

     

    Synta Pharma up 26% premarket

     

    Shares of Synta Pharmaceuticals (SNTA) are up big premarket in response to the company's report of encouraging results from the ENCHANT-1 ganetespib phase 2 clinical trial for metastatic breast cancer.
    Six of seven patients in the HER+2 cohort and 18 of 31 patients in the TNBC cohort achieved a metabolic responses.
    Shares are down 60% since the February 2013 high of $11.88. The CEO recently resigned and some analysts have turned bearish.
    Watch for upgrades in the next several weeks as analysts wait for the end of an up move before publishing their opinions.

     

    mj
    20 Mar, 08:36 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Aratana Therapeutics (PETX) and Advaxis (ADXS) announce a global licensing agreement for Advaxis' ADXS-cHER2 for the treatment of osteosarcoma in dogs and three additional cancer immunotherapy products for the treatment of three other types of cancer. Each of the four licensed products is based on Advaxis' platform immunotherapy technology, which Advaxis is developing for the treatment of human cancers on a global basis. Under the agreement, Aratana will have exclusive rights to develop and commercialize the licensed immunotherapies for pet health applications, and will focus initially on developing ADXS-cHER2 for osteosarcoma.Under the agreement, Aratana made a one-time upfront payment to Advaxis of $1 million and an additional $1.5 million equity investment in Advaxis common stock and warrants. Aratana agreed to pay up to an additional $6 million in clinical and regulatory milestones for each of the four products, assuming approvals in both cats and dogs in both United States and the European Union. In addition, Aratana agreed to pay up to $28.5 million in commercial milestones. Upon regulatory approval and commercialization of the immunotherapies, Aratana agreed to pay Advaxis a tiered royalty ranging from mid-single digit to 10% on net sales.Copyright (C) 2010 Briefing.com
    20 Mar, 08:45 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Nomura Securities analyst M. Ian Somaiya boosted his price target on Pharmacyclics (NASDAQ: PCYC) from $166 to $188 saying Imbruvica is "off to the races." The firm also lifted its price target on Gilead Sciences (NASDAQ: GILD), while lowering their price target on Biogen (NASDAQ: BIIB)
    Somaiya said, "We are publishing results from our survey of 30 physicians treating >1,600 chronic lymphocytic leukemia (CLL) patients. The survey highlighted rapid transition of the CLL market to newer oral drugs, in particular PCYC's Imbruvica. Over half of surveyed physicians have already prescribed Imbruvica and plan to use it across all lines of therapy, supporting an upward revision to our sales estimates and TP to $188 from $166."
    The firm also boosted its price target on Gilead Sciences Inc. (NASDAQ: GILD) from $119 to $120, saying their survey also points to broader use in 2nd and 3rd line setting (a surprise to us) of GILD's idelalisib.
    Lastly, they have lowered their Rituxan and Gazyva CLL estimates and reduced their Biogen (NASDAQ: BIIB) target price to $413 from $416, astheir
    survey suggests transition from Rituxan to Gazyva could be more challenging than we had assumed, despite Gazyva's better efficacy.
    For an analyst ratings summary and ratings history on Pharmacyclics click here. For more ratings news on Pharmacyclics click here.
    Shares of Pharmacyclics closed at $122.61 yesterday.
    20 Mar, 08:47 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Question to all of you biotech nerds. Any thoughts on whether (NVAX) is getting close to bottom and good for an addition? Any opinions are welcome.
    Thx in advance,
    mj
    20 Mar, 01:21 PM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    Mercy, I have been burned soooooo many times from thinking of this one as just a trade. Its a long term keeper in my book for now till bought out. I gave up on the trade side of it a long while back and was sooooo far under water but I am now swimming along very happily hoping for the buyout.
    20 Mar, 02:03 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Very much agree DG for longer term value -- I just want to add some more! :-))
    thx,
    mj
    20 Mar, 02:12 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    My crystal ball is foggy on NVAX. Put:Call ratio suggests it may pull back further short term, but I would not count on it.

     

    I have been holding since last May, for a very nice gain, but expect it to go further with time. I do little trading and mostly buy and hold for the LTG, given my tax bracket and day job.
    20 Mar, 02:58 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >MJ-

     

    Re: (NVAX)

     

    I was surprised when it went well over $5 so quickly, so I would think it should be around $4.00-$4.50 for me to buy. I have an alert at $4.50.

     

    IMHO

     

    Hope this helps- Interested in opinions of others!

     

    Thanks!

     

    WT

     

    EDIT- I just checked the RSI, which is currently at 32.38 and the MACD is still quite negative as well.
    20 Mar, 03:22 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Thanks Doc for your perspective.
    mj
    20 Mar, 02:59 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6023) | Send Message
     
    Author’s reply » I bought some more today on the $5 breach...
    20 Mar, 03:32 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Thanks FPA et al. Like WT I was surprised when the profit takers did not quickly swoop in recently -- which says good things about its sustainability.
    mj
    20 Mar, 04:36 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    I am waiting to add more NVAX. I would not buy it at $5.00 now. I want to see a bottom formation on a chart first.
    Seasonally, NVAX falls after flu season. From the one year chart, A 50% retracement would put the stock at $4.32.
    I could sell the July 2014 $5.00 put for $1.20+- now. (It's over a dollar at any rate.) That is how I would play it. Sell the put and wait and see.
    20 Mar, 05:01 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    >OG-

     

    Thanks-

     

    I do like that approach. You would have insulation down to $3.80.
    Nice.

     

    I will wait to see what's going on tomorrow.

     

    WT
    20 Mar, 05:16 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    A very sensible plan, OG.
    20 Mar, 05:19 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6023) | Send Message
     
    Author’s reply » My reasoning is that the institutions that entered when the stock went over $5 will be supporting the price by buying more at their minimum entry price. If they don’t, I think they will have to sell it. When it went below $4.9 this morning I noticed support coming in… I joined the crowd.
    20 Mar, 06:49 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18033) | Send Message
     
    FPA: Window dressing season is in full swing too.

     

    HardToLove
    20 Mar, 06:54 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    Interesting stock. I don't think it has options though.

     

    Mar 18 -- From Credit Suisse:
    Durata Therapeutics (DRTX)

     

    OUTPERFORM [V]

     

    J. Kantor

     

    CP: US$ 13.91

     

    TP: US$ 22

     

    CAP: US$ 370.6m

     

    Near-term Catalysts and Potential for Single Infusion of Dalvance; Revising Estimates and Raising Target Price to $22 (from $18)
    20 Mar, 06:25 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    OG,

     

    I've been watching DRTX climb for weeks now, hoping it would pull back into the twelves to get in.

     

    Dalbavancin will be a remarkable new broad-spectrum, once-weekly shot for resistant bugs. Very promising.

     

    May have to bite the bullet and buy at current prices. FDA events approaching: AdCom 3/31, PDUFA in May.
    20 Mar, 07:23 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    Thanks for those FDA dates. I think you are right, that DRTX just might be the stock to jump into. I am researching it now, doing some limited dd.
    20 Mar, 10:44 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    Hmmm...

     

    The NYS DOH report this week has seen an odd little upsurge of influenza late in the season. I blame it on global cooling and the new ice age.

     

    http://bit.ly/1hKOXBN

     

    Maybe it's not too late to pick up that extra block of NVAX.
    20 Mar, 10:39 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Tetraphase antibiotic reaches patient halfway point in Phase III
    Tetraphase Pharmaceuticals (TTPH) has enrolled 50% of the 536 patients that it plans to recruit for the first Phase III trial of its lead antibiotic candidate Eravacycline, which is designed to treat multidrug-resistant (MDR) infections.The study, called Ignite, is assessing the therapy for complicated intra-abdominal infections.Tetraphase has also started enrolling patients for a two-part Phase III trial called Ignite 2 for testing Eravacycline for complicated urinary tract infections. (PR)
    21 Mar, 05:18 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    March 21 (Reuters) - Advaxis Inc :
    * Noble Financial raises target price to $13 from $12; rating buy
    For a summary of rating and price target changes on U.S. companies:
    21 Mar, 07:57 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re:(NVAX) Sold blocks of NVAX July $5.00 PUTSs at $1.10.

     

    WT
    21 Mar, 09:51 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    I keep watching for another bloc -- but seeing the drop today of 5.6% leaves me thinking there may be more profit takers waiting in the wings.
    Thanks again to all for your perspectives.
    mj
    21 Mar, 11:22 AM Reply Like
  • Alex T
    , contributor
    Comments (279) | Send Message
     
    Roth Capital is stating that SNTA weakness is overdone. Project a $27 price.
    http://bit.ly/1d8fL1v
    21 Mar, 01:05 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Good input, Alex. I'm still long (SNTA) although still underwater. JPM lowered pt to $10 -- but I agree that sell-off is overdone. Headlines today are that there is a general biotech sector rotation going on. I'm holding on to all of mine for now and adding on dips.
    Thx,
    mj
    21 Mar, 01:36 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    FYI for those interested -- Unusual Activity Alert: Put Spreads Trade in Affymetrix, Inc. (AFFX) http://bit.ly/1lXd3vS

     

    I'm still long.
    mj
    21 Mar, 01:47 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    NVAX down 9.6% on day so far, getting much closer to the $4.32 level I am looking for. The July $5.00 put last sold for $1.20. The session low, so far, was $4.46.
    I'm still in lurking mode. This is quadruple witching day. Maybe that has something to do with the volatility and sector rotation MJ mentioned. Good luck on your position, WT. You move fast!
    21 Mar, 02:37 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Thanks, OG-

     

    I've had an excellent mentor!

     

    {;-)}

     

    WT
    21 Mar, 08:56 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re: (NVAX)

     

    FWIW

     

    At the end of the day, Friday there was quite a burst of buying in the last hour with volume over a million shares. It was trading around $4.50 and finished the day at $4.68.

     

    WT
    22 Mar, 10:38 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    And one major shareholder Pharmaceuticals Ltd Cadila sold 3,000,000 shares of Novavax (NVAX) on the open market on Friday. The stock was sold at an average price of $4.95, for a total transaction $14,850,000.00. http://bit.ly/1dANg7G

     

    In addition it appears that several insiders were actively selling 6 million shares over the past 3 days. http://bit.ly/1dAQsjq
    mj
    22 Mar, 01:01 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6023) | Send Message
     
    Author’s reply » Oh oh.. Cadila is their partner in India… that's not good news. Thanks Mercy!!
    22 Mar, 01:29 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    Good catch. What a team! I went back and looked at all the filings. Cadila sold 4.6% of its stock. All of this stock was held from the time of the partnership in 2009.

     

    The average prices ranged from $4.50-$5.35 area. Insiders from NVAX don't seem to be participating.
    From the filings, which were all signed by the same foreign director:
    "These shares are owned directly by Satellite Overseas (Holdings) Limited, which is a wholly owned subsidiary (except for directors' qualifying shares) of Cadila Pharmaceuticals Ltd. Cadila Pharmaceuticals Ltd is an indirect beneficial owner of the reported securities. These shares are held for convenience in the name of "SOHL, Inc., as nominee for Satellite Overseas (Holdings) Limited." SOHL, Inc., has no voting, dispositive or pecuniary interest in any such shares."

     

    What the hell. That 3 day dump cost the rest of the stockholders plenty, imo.
    22 Mar, 04:13 PM Reply Like
  • H. T. Love
    , contributor
    Comments (18033) | Send Message
     
    Since Cadila is the partner for Dengue Fever, rabies, ... vaccine development it raises the question if they were just taking some profit from the big run up or do they know they are not progressing well.

     

    That then leads me to were they ever going to do something - we've not heard any progress on that for quite some time - or was this just a PR ploy to pump the NVAX stock over the years by making it look like there was more in the pipeline?

     

    HardToLove
    22 Mar, 05:49 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    HTL, that is a good point. When I went back to the NVAX website, one page shows the status of the rabies vaccine as "preclinical". On another page, it shows that the adjuvant for the rabies vaccine is in Phase 1.
    By looking at their website, it's easy to add 2+2 and come up with 22~ the website is vague at best, and particularly difficult for someone who has no background in understanding biotech (Me!), imo.
    22 Mar, 06:01 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    Couldn't help myself. bought some (PRAN) this afternoon as it dipped below $11. Been watching and ambivalating for too long.

     

    I liked this fellow's perspective and overview: http://seekingalpha.co...

     

    Pretty good for a first article.
    21 Mar, 03:45 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    Doc -- I followed you in @$10.84 on (PRAN). I've been watching this one on the ASX but the average volume liquidity is actually better in the US -- so I started a position.
    Thanks much!
    mj
    21 Mar, 03:57 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    Looks like I also snagged some (DRTX) in the afternoon downdraft, at $14.85.

     

    Putting AFFX on the back burner for now, to wait for a lower entry.
    21 Mar, 03:57 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Just checked the AH on (PRAN)

     

    Bids start at $9.96 - 100sh and
    Asks start at $11.12- 300sh

     

    You guys done good-
    21 Mar, 04:44 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    if the author I referenced is guessing correctly, Prana could have big news on Monday.
    21 Mar, 07:05 PM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    Zero hedge has an article on biotech bubble. Seems a lot of the sector getting pounded.

     

    http://bit.ly/1d95Jgs
    21 Mar, 05:39 PM Reply Like
  • SMaturin
    , contributor
    Comments (2302) | Send Message
     
    I am not sure biotech is in a bubble so much as it is just getting sloshed around by the excess liquidity created in the algomomo world by the Fed.
    22 Mar, 01:07 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re: Bubble-

     

    (NVO) is my Canary in the mine for biotech.
    I had held it for over a year and sold it at a 42% profit the beginning of March. It has been dropping ever since with a couple of good days but clearly down with several gaps down as well.

     

    (IRY) is my health care Canary.

     

    Same story- Peaked in early March and been declining- not abruptly but fairly steadily. Also took my profit in early March. Volume increasing on the down days.

     

    (NVAX) as we've been discussing seems to be in a swoon also. Same time period.

     

    (MNKD) Peaked February and with the exception of a spike up last week has been in a decline all month.

     

    (AFFX) More of the same along with (SNTA). (DRTX) has been doing fairly well but it too took a 2 point hit late last week.

     

    A couple of weeks ago I figured the 'Window Dressing" would result in all these being scapped up handily but I'm less confident of that now. It LOOKS like it's going the other way. The advance in commodities may be stealing some of the bucks. Things may turn around today though- End of quarter closer.

     

    JMHO as usual.

     

    WT
    24 Mar, 09:31 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6023) | Send Message
     
    Author’s reply » There was a letter sent from the House Energy / Commerce committee to the CEO of Gilead questioning its plans to sell the 12-week treatment, Sovaldi, for $84,000 per dose. The Bio-Tech selloff started after that. This news was on the Financial Times site. Here is the title of the article: "US biotech stocks suffer sharp slide on Congress letter".
    24 Mar, 10:19 AM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    Rattie, that is interesting. Govt and medical treatment do not play together well is the message that sends once again. Of course we have all gotten an eye full of that with the roll out of Obamacare now with a whopping 37 changes to the bill, with many done by executive order.

     

    http://bit.ly/1iuKIwa
    24 Mar, 01:35 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    As if they aren't doing enough damage to the medical system, now they have to go after GILD...
    24 Mar, 10:27 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re: (GILD)

     

    This is the Reuters article from Friday, 3/21

     

    http://reut.rs/1m2fTzR

     

    WT
    24 Mar, 10:44 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Add another biotech I've been tracking for years has also taken pummeling recently, Immunogen (IMGN), which is down today 5.79%, and has moved from $17.70 late Feb. to ~15.00 today. This puppy has been channeling for over 3 years between $12.00 and $16.00 with a few spikes above and below.

     

    Three year chart shows a bottom fishing buy at around $13.50. I've held a small position since 2011 @ $8.92.
    24 Mar, 11:40 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Bought back some (OTCQB:ULUR) @ a $1.55 limit order.

     

    It was my $1.55 Bid and $1.58 Ask. The order got whittled down until I had it all but 300 at the close. I don't know exactly what happened but the stock was at $1.46 one minute and then a pop to $1.58 the next minute. The only thing I saw was a 3/21 announced conference call for April 1 to discuss the 4th qtr earns.

     

    Wacky!

     

    WT
    24 Mar, 04:11 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    This is an interesting article on possible takeover candidates from Marketwatch.

     

    Quite a number of pharma companies listed- You all may have some interest here.

     

    http://on.mktw.net/1fX...

     

    WT
    25 Mar, 08:42 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Sanofi bets big on dengue vaccine • 8:57 AM
    •Despite disappointing early trials data, Sanofi (SNY) rolls the dice and starts production of its dengue fever vaccine. The firm has invested more than 300 million euros in a manufacturing plant near Lyon. It began producing the vaccine in July.
    •In 2012, trial data in Thailand showed that the vaccine failed to protect against one of the four main strains of the disease, the most prevalent at that time.
    •Phase 3 data involving 30,000 children in Latin America and southeast Asia should start coming in by mid-year. If positive, the firm hopes to begin sales in 2015 in at least one country that participated in the trial.
    •Despite the uncertainty, analysts believe peak sales could reach 1 billion euros.
    25 Mar, 01:49 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6023) | Send Message
     
    Author’s reply » Great news Maya.

     

    For those of you that are unaware of the investment potential of Dengue fever, it's described in the old (2010) Dengue News Concentrator. http://tinyurl.com/6px...

     

    (SNY) is currently at around 52.10 and has a 3.8% yield. From the Dengue News Concentrator here are some related plays:

     

    I - Vaccines / Prevention
    1) Production Method / Capacity plays (NVAX) (VICL) (SNY)
    2) Injection / Vaccine support services (syringes etc.) (BAX) (BDX) (OTCPK:BJCT)
    25 Mar, 02:21 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9977) | Send Message
     
    Thanks, FPA. It is great news. I sold my SNY shares to buy my home back in 2011, also because Europe was on the precipice of melting down.

     

    SNY is up quite a bit since.
    25 Mar, 02:36 PM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Inovio Pharmaceuticals Recognized with "Best Therapeutic Vaccine" Award at World Vaccine Congress 2014
    http://bit.ly/1fiMZ9Q
    26 Mar, 08:53 AM Reply Like
  • LT
    , contributor
    Comments (5073) | Send Message
     
    Mannkind Corporation (NASDAQ: MNKD) could be volatile with Summer Street hosting a conference call now on Afrezza and if it's approvable. Shares down 4.9% currently.
    Copyright 2014, Street Insider News Provided by Acquire Media Corporation
    26 Mar, 03:37 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2912) | Send Message
     
    Re: (MNKD)

     

    Adam loves AFREZZA!

     

    http://bit.ly/1p7BNn2

     

    WT
    26 Mar, 04:02 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (2140) | Send Message
     
    "Novavax (NVAX) Director Richard Douglas acquired 50,000 shares of the company’s stock in a transaction dated Tuesday, March 25th. The stock was purchased at an average price of $4.33 per share, with a total value of $216,500.00."

     

    mj
    26 Mar, 04:13 PM