Seeking Alpha

FocalPoint Anal...'s  Instablog

FocalPoint Analytics
Send Message
I own and operate an analytical services/ research company.
My book:
The Internet in Everyday Life (Chapter 19)
  • Swine Flu, MERS And Medical News Concentrator April 8, 2014 To June 7, 2014 333 comments
    Apr 8, 2014 6:39 PM | about stocks: NVAX, AVMXY, CMXI, CYTK, ULUR

    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) (NYSEMKT: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: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: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.

    Disclosure: I am long NVAX, AVMXY, CMXI, CYTK, ULUR, CPST.

    Additional disclosure: I move in and out of Bio-Tech stocks all the time. Same with CPST. In other words, I take profits from time to time. Of course, I also take loses… I recently mis-timed FTEK, and instead of making thousands, I basically broke even.

    Themes: Vaccines, Energy, QE Stocks: NVAX, AVMXY, CMXI, CYTK, ULUR
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 (333)
Track new comments
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » So long as SA does not break my links in this news concentrator, I will continue to support it.
    ----

     

    The EU news concentrator's broken links have NOT been fixed by SA. It will remain inactive until SA fixes the problem. Eli (the senior editor) referred the problem to some head of programming guy… he has clearly ignored it, and I am not wasting my time following up on this. The links are broken, fix them SA.

     

    This is a classic example of poor customer support. A problem is reported, and its handed off to someone else WHO DROPS THE BALL. That means there is no overriding customer support system monitoring reported problems and their resolution.
    8 Apr, 06:48 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17304) | Send Message
     
    FPA: That's because us bloggers are second-class citizens, unlike important authors.

     

    HardToLove
    8 Apr, 06:51 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Thanks, FPA. It's a great forum and we appreciate it.

     

    I'm wondering if SA has outsourced its coding recently to the lowest bidders from the hinterlands. Really glitchy the past few months.
    8 Apr, 07:35 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    Sorry to hear that FPA. I used your 2 paragraphs and sent another message to SA saying it is really unacceptable to ignore this issue after several months.

     

    mj
    8 Apr, 08:07 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    This blog is THE BLOG! Thanks to you FPA.

     

    We all really appreciate your efforts and will support you wherever we can-

     

    WT
    8 Apr, 07:55 PM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    A big block of cheese for you tonight rattie. Well deserved. Thanks so much and again if you need anything just say the word.
    8 Apr, 09:04 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Saudi records 11 cases of MERS virus in Jeddah

     

    http://reut.rs/1g74t9E

     

    Could camel or goat milk be a vector for the infection?
    http://bit.ly/1g74s5w

     

    >>In related news, a team of US scientists reported yesterday that MERS-CoV can survive for a long time in milk and suggested that consumption of unpasteruized milk, common on the Arabian Peninsula, could be a source of infection.

     

    Writing in Emerging Infectious Diseases, the scientists said they tested the survival of MERS-CoV in the milk of dromedary camels, goats, and cows at different temperatures. They found that over a 72-hour period, virus titers decreased significantly only in goat's milk.

     

    "Our results show that MERS-CoV, when introduced into milk, can survive for prolonged periods," the report says. "Further study is needed to determine whether MERS-CoV is excreted into the milk of infected dromedary camels and, if so, whether handling or consuming contaminated milk is associated with MERS-CoV infection."
    <<

     

    Rattie, be careful where that block of cheese comes from!
    9 Apr, 09:58 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    (ADHD) is looking extremely oversold, for no reason I can find.

     

    I may have to average down if it keeps falling.

     

    Here is a fact sheet from the company about its drug:
    http://bit.ly/1g7dYpt

     

    Its medical advisory board includes some of the top researchers in the field:
    http://bit.ly/1g7dXlh

     

    A recent registration statement for the Options Incentive Plan for employees was for 10% of the outstanding shares, which I view positively. Also, according to recent SEC docs, the cofounding CFO, Udi Gilboa, owns 20% and the other cofounder, Dalia Megiddo MD MBA, owns another 21%. Very substantial insider ownership.
    9 Apr, 11:02 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    Thanks for the (ADHD) update Doc. I'm watching it to get back in.

     

    I just added a trading bloc of (NVAX) @4.25 -- we will see if their presentation today helps or hurts. http://bit.ly/L5xkzI

     

    Re: (CUR) I have taken over half my gains on (CUR) off the table. So regardless of what happens with their trial results presentation this week -- I feel covered.
    mj
    9 Apr, 12:04 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    Could be a good move, Mercy. Already up to $4.35.

     

    I'm kicking myself that I didn't jump on Immunogen yesterday. IMGN dropped beneath the buy target I had a ~ $13.80. Today, IMGN is up 91 cents, to $14.73, 6.43%.
    9 Apr, 12:50 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    You may yet get another shot Maya. The swings on biotechs have been wide and frequent. Very funny market -- while the VIX remains relatively benign. http://bit.ly/P3SAYv

     

    Complacency AND volatility suggests rotation rather than correction. Welcome thoughts from others.

     

    mj
    9 Apr, 01:01 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    MJ: I may. What prevented me from buying was a negative response during some clinical trial for breast cancer.

     

    But chart-wise, it was a no-brainer trade. IMGN has been more or less range bound for a looooong time.

     

    I agree that we're not in correction mode. But next week we could see the annual raise capital to pay taxes sell off. I think there will be some good trading to be had next week, and maybe late this week.
    9 Apr, 01:07 PM Reply Like
  • Mathieu Malecot
    , contributor
    Comments (966) | Send Message
     
    started position today
    9 Apr, 03:19 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    I booked the rest of my gains on Neuralstem (CUR) in after market hours last night. When I saw that after the West coast presentation on trial results Wednesday night the company did not issue a new press release I concluded it probably had no big mega announcement to make. I will look to get back in closer in price to my original bloc of $3+ if it drops back -- still like this biotech. BTW the same presentation from last night will be made at a Pan Pacific conference at the end of this week.
    mj
    10 Apr, 10:12 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >MJ-

     

    Re:(CUR)

     

    Great trading, Mercy! A couple of those would put a big smile on my face!

     

    WT
    10 Apr, 10:34 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    Thx WT -- helps offset my (PRAN) wipe-out. LOL

     

    BTW -- appreciated knowing you got into (IBB) and (PPH) -- I am now watching for entry.
    Thx
    mj
    10 Apr, 10:50 AM Reply Like
  • Al Marshall
    , contributor
    Comments (498) | Send Message
     
    Just joining this board based on Mayascribe's recommendation. Nice to see so many old friends here if you will. My biotech investments are mostly a subset of stocks recommended by Larry Smith and New World investor. Biggest holdings are NWBO and CUR with plans to hold for 5x gains (at 100% now on CUR and a little less on NWBO). So, I'm holding on to CUR despite the short-term opportunity based on runup into the presentation.

     

    Going forward my plan is to focus on Phase II companies and companies that are six to twelve months post-launch (with disappointing sales).
    9 Apr, 01:07 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    Welcome apmarshall. Be aware that Maya teased me about buying (CUR) at $3.17 saying it looked like a "dog." He's a pretty savvy guy so let's hope we can prove him wrong. LOL
    mj
    9 Apr, 01:16 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    APM: Welcome to another fantastic investing nook in Seeking Alpha!

     

    MJ: Savvy? Hilarious. Last night I watched the "Lone Ranger," which I would not recommend. But Johnny Depp said "savvy" many times.
    9 Apr, 01:22 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Your input will certainly be very welcomed, Al. You have always had very thoughtful and useful ideas and details about AXPW that I have appreciated.

     

    Larry Smith is one of the SA writers that I have thought very knowledgeable and a thorough researcher, whose writings have been useful to me in finding winners. Too bad he has gone to a subscription model recently. Do you subscribe to his site?

     

    Late Phase II and early Phase III companies have been some of my best investments, as well.
    9 Apr, 02:01 PM Reply Like
  • Al Marshall
    , contributor
    Comments (498) | Send Message
     
    SMaturin: I do subscribe to smithonstocks. It's rather cheap at $150 and extremely so given the quality and quantity of Larry Smith's output and his background.

     

    He still posts a decent % of his material on seeking alpha so I strongly recommend folks to follow him here. That'll also give you the opportunity to see him spar with AF.
    9 Apr, 02:53 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    "...spar with AF."

     

    Yes, that has been the entertainment of the week for NWBO.
    9 Apr, 03:24 PM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    I noticed that Larry refers to moats.

     

    I saw something about that at another site I was checking out. Their comment:

     

    "There’s no better way to build a moat than through government-sanctioned advantages, and companies spend more money lobbying for those advantages than ever before."

     

    I would say there are a lot of moats out there right now.

     

    Full article.

     

    http://bit.ly/PSslHM
    9 Apr, 03:28 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Thanks, APM. I went on to subscribe to his blog, with your recommendation.

     

    He has a piece on (CYTK) today, a company I have been following for over a year now, due to my interest in its neurological motor boosters, including tirasemtiv, which will announce the IIb results on ALS later this month.

     

    As folks here have heard, I think the drug has great promise for much more than just ALS. Other motor-neuron disorders, like myasthenia gravis, and potentially Charcot-Marie-Tooth Disorder (hereditary sensorimotor neuropathy), could represent an even larger market over time than ALS alone.

     

    I got enthused a year ago when they announced the preliminary results in MG, which a family member suffers from.

     

    Check my comments on CYTK articles over the past year: http://bit.ly/PSBJeF

     

    This was the poster for MG results last year: http://bit.ly/17byH9s
    9 Apr, 04:23 PM Reply Like
  • Al Marshall
    , contributor
    Comments (498) | Send Message
     
    SMaturin: I hope the subscription works out for you. I've enjoyed and also profited from reading Mr. Smith's work.

     

    I've been on the sidelines with CYTK but your enthusiasm has encouraged me to look more closely at it. Also, CMT runs in my family so owning the stock would help me keep tabs on the company's progress.
    9 Apr, 11:09 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >DG-

     

    Thanks for the Bulls & Bears article- Lots of good stuff in there.

     

    WT
    10 Apr, 10:38 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Bot earlier today- (PPH) $29.50
    And (IBB) $229.10.
    Added to (ECYT) just before it was up a dollar this am.

     

    A bit miffed that (OTCQB:ULUR) is down $.11 to $1.49 but it IS very thinly traded so an investor wanting out might take a hit.

     

    Also, China looking pretty good- Bot (PGJ) at $29.50

     

    WT
    9 Apr, 02:47 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Another, release news, get upgrades and then file a capital raise the next day. Be careful, everyone is raising capital before rates rise.

     

    April 10 (Reuters) - Agios Pharmaceuticals Inc :
    * Files for common stock offering of up to $86.3 million - SEC filing
    * Source text http://bit.ly/R5Ds0Y
    * Further company coverage ((Bangalore Newsroom; +1 646 223 8780))
    10 Apr, 09:13 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    United States Food and Drug Administration Grants an Investigational Device Exemption for Compassionate Use of ReCell (OTCQX:AVMXY)

     

    http://on.mktw.net/R68Yft

     

    "The IDE allows Avita Medical to conduct clinical evaluation of ReCell on up to 12 subjects who have life-threatening wounds (due to burn, trauma or congenital anomaly, as examples) and insufficient healthy skin to harvest for necessary skin grafts. Investigational use of ReCell in these patients may be granted in cases where the treating physician believes that there is no suitable treatment alternative."

     

    Popped to 2.43 today, up 12%+ from my entry.
    10 Apr, 11:56 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    Bought an old Freya fav, Cardica (CRDC) today at 95 cents.

     

    The following was announced back in February:

     

    Cardica (Nasdaq: CRDC) today announced it received 510(k) clearance from the U.S. Food and Drug Administration (FDA) for its MicroCutter XCHANGE™ 30 white cartridge for the stapling of thin tissue for use in multiple open or minimally-invasive surgical procedures for the transection, resection and/or creation of anastomoses in small and large intestine, as well as the transection of the appendix. In addition, Cardica obtained 510(k) clearance for an additional plastic material contained within the MicroCutter XCHANGE 30 blue cartridge for use in medium thickness tissue. This material was submitted as a Special Premarket Notification 510(k) for the MicroCutter XCHANGE 30 device, which received FDA clearance in January 2014. With these clearances received Cardica does not have any other submissions pending at the FDA.

     

    Insiders bought shares at 95 cents back in Nov. Hoping I'll catch a bounce trade.
    10 Apr, 03:33 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    French plan to allow generics alarms Big Pharma

     

    Big Pharma is upset at not being consulted prior to the law's passage.

     

    French plan to allow generics alarms Big Pharma
    In its recent healthcare budget, French lawmakers introduced a measure that will allow pharmacists to substitute generics for prescribed brand-name biotech drugs. This has rattled the industry since France is Europe's #2 pharmaceutical market behind Germany.A decree must be passed before it becomes effective.France is the first European country to pursue biologic substitution.

     

    Big Pharma fears a domino effect if it is successful despite the heretofore slow uptake of biosimilars.

     

    The initiative applies only to patients starting a new course of treatment. Doctors will still retain the ability to demand the branded product.Unsurprisingly,

     

    Big Pharma is upset at not being consulted prior to the law's passage.

     

    Some analysts believe France could save up to $1.4B by 2020 by using generics.Substitutions only apply to retail pharmacies. 40% of biotech prescriptions are filled in hospitals.(OTCQX:RHHBY) (http://bit.ly/n79wlt) (http://bit.ly/Usmpq5) (http://bit.ly/N3TTCd) (http://bit.ly/NA9HRS) (http://bit.ly/HKauNO) (http://bit.ly/VJqsig) (http://bit.ly/qYEAZy) (http://bit.ly/XkgXY5) (http://bit.ly/rBHqle) (http://bit.ly/XO8dsA) (http://bit.ly/ZmAnw3) (http://bit.ly/1qDvkPy) (http://bit.ly/1qDvkPz)
    11 Apr, 03:48 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    i don't know where all these links came from, don't click on them. SA did something.
    11 Apr, 05:54 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Tiny, Logical Robots Injected into Cockroaches
    http://yhoo.it/1kPVYmy
    11 Apr, 05:53 AM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    If the reptiles eat the cockroach do the robots work in the reptile. That is the immediate thought that came to mind quickly followed by the song......I know an old lady who swallowed a fly.
    11 Apr, 10:56 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    DG, that was my initial thought too, I would imagine that's part of the test
    11 Apr, 12:11 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Cockroach logic and reptiles.

     

    Maybe that was what happened to healthcare dot gov.
    11 Apr, 05:42 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    (OTCQB:ULUR) Added two blocks at $1.46

     

    WT
    11 Apr, 01:48 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » April 13, 2014 From WSJ.
    Deadly Virus's Spread Raises Alarms in Mideast
    (You can read the whole article in the WSJ by Goggling the title).

     

    Saudis Defend Approach to MERS Outbreak, Even as Cases Increase
    Saudi Arabia on Sunday confirmed a surge of cases of a deadly virus in the kingdom over the past two weeks "I'm not pretty sure that they are actually seeing how big this thing is," a Saudi doctor said on Sunday at King Fahd General Hospital, the large public hospital in Jeddah that has been hardest hit by a spike in the city this month.

     

    The hospital recently closed and than reopened its emergency room on Friday for what authorities said was disinfection measures against MERS. But patients were avoiding the hospital, and health workers were "very worried" after the MERS death of one colleague and sickness in another, the doctor said. "What I really wish for is to shut the whole hospital down" until the spread subsides, she said.

     

    Last week marked the biggest number of cases since the outbreak began, Dr. Ian M. Mackay, an Australian epidemiologist who has tracked the outbreak, wrote on Sunday. About 50 of the overall cases have been in health-care workers, a strong warning sign about the efficacy of measures used to control the outbreak. "As far as we know, MERS does not spread easily from person-to-person, so these clusters suggest a breakdown in infection prevention and control."

     

    Meanwhile over the weekend in the UAE they announced six newly confirmed cases of Middle East Respiratory Syndrome [MERS] among paramedics, one of whom died of the illness. The high number of cases among medical workers raised questions about how effective Arab Gulf governments have been in controlling the 1½-year-old outbreak.

     

    ============
    Obvious Questions: If there are that many infections among health workers, how many infections are their in the underlying population? I suspect what is happening is that the infections being reported are lab confirmed, and the people they are lab testing are mostly health professionals. If this is true, it suggests the size of the infection in the underlying population is being substantially under-reported by Saudi authorities’. I wonder why this obvious conclusion is not raised by the WSJ.

     

    By the way, in June 2013 (NVAX) announced it had successfully produced a vaccine candidate designed to provide protection against Middle East Respiratory Syndrome Coronavirus [MERS].
    14 Apr, 08:29 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Excellent questions, Rattie.

     

    If the natural reservoir is camels, it is very doubtful that typical healthcare workers are acquiring the infection from their pet camels.

     

    I suspect that you are correct in viewing reported cases as just the tip of the iceberg of true cases in the population too poor to go to fancy hospitals in the city.

     

    To raise this question in MSM, even for a Murdoch publication, might be considered too alarmist for the rich princes to tolerate.
    14 Apr, 11:06 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » Ahhh good points Doc! The ramifications are quite scary.
    14 Apr, 11:20 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    This is very interesting, check out the result, cost comparison & possible cancer tx.

     

    Chinese Thunder God Herb Works as Well as Pain Therapy
    http://bloom.bg/QmV9bj
    15 Apr, 04:32 AM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    LT it's used for cancer too. I have a large supply I bought direct from china in raw form not capsule. Have not used it yet. Just added it to my "emergency" essentials.
    15 Apr, 09:53 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    DG be careful with that stuff. I just read that it is highly poisonous, and only part of the plant can be used. Here is one of many articles:
    http://yhoo.it/1jHPSFC
    15 Apr, 10:13 AM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    OG that is another reason to have it. It will kill you if you take to much but if your burned over 80% of your body in a grid down situation do you want to go out slowly with no treatment, pain killer or antibiotics or do you want someone to help you out.? Its a tough choice but it gives me the option.
    15 Apr, 02:33 PM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    OG another thing about herbal supplements is that the western medical folks talk down herbals as unreliable or unsafe all the time. They do not understand it but see it as a threat to their domain. JMHO but there are doctors who are exceptions. My family doctor is one of the exceptions. She even believes in acupuncture. Smart woman.
    She had no luck getting pregnant for a long time and finally went to a woman from China here in our area that specializes in infertility and with in 3 months she was pregnant......with twins.
    15 Apr, 02:57 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    I was looking at charts this morning, I'm still liking the same stocks and looking for a re-entry point...NVAX, INO, maybe GALE...any new thoughts here on GALE ?

     

    However I would like them all $1.00 cheaper than yesterday's close. Probably won't get that but very well could see another .50 cent drop if the correction resumes.
    15 Apr, 08:25 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >LT-

     

    IMHO (INO) is a buy right this minute-

     

    (GILD) is bouncing off its 250SMA and a couple of UP days will convince me.

     

    If (GALE) can make it to $1.92 I will have further interest.

     

    WT
    15 Apr, 09:12 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Looks like (GALE) is heading for China-

     

    Down to $1.75 and counting.
    15 Apr, 10:25 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Shanghai Street View: Bird Flu Takes Flight
    http://seekingalpha.co...
    16 Apr, 04:47 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    He seems a bit too sanguine and not really in tune with the potential seriousness of H7N9.

     

    He could also use a bit better informed statistics: http://bit.ly/1hUAQrP

     

    The Japanese, on the other hand, are taking no chances.
    http://bit.ly/1kxBaSN
    16 Apr, 07:51 AM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    With winter over the ducks seasonal northerly migration will be the biggest threat to the spread of the bird flu. Nothing else will come close to that amount of opportunity for this to become a serious problem. Of course it has not happened yet but it provides that perfect mode of transport. No immigration check points, no border control and of course they are birds and we are talking about a bird flu.

     

    Edit: forgot to add, after breeding season before the following winter they once again all head in different southerly directions to blanket the world with various flight paths.
    16 Apr, 08:06 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >DG-

     

    Sounds like a perfect recipe for contagion-

     

    WT

     

    ps. My annual Merganser pair are not at all happy being snowed upon while the courting is taking place in one of my ponds.
    16 Apr, 02:24 PM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    Well if the coldness has the same effect on ducks "no one" will be happy.
    16 Apr, 06:27 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Stem cell trial for spinal cord injury to proceed
    Apr 16 2014, 10:02 ET
    The University of California, San Diego approves a Phase 1 clinical trial to assess the safety of Neuralstem's (CUR) NSI-566 stem cells for the treatment of thoracic spinal cord injuries (T2 - T12). The study targets patients with AIS A level impairment (complete paralysis).The trial has a one-year completion date.There are 10K new spinal cord injuries in the U.S. each year.The company is currently conducting a Phase 2 trial for the use of NSI-566 in ALS.
    Sent to 4,360 people who get emai
    16 Apr, 02:47 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >Maya-

     

    Re: (OTCQB:SBOTF)

     

    What does your sooth-sayer say about our girl being up $.10 today? That's about 7%.

     

    WT
    17 Apr, 03:09 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    WT: Not sure, but today's spread is pretty wide. Volume is around what's to be expected for the last trading day of a short week. I still see where I bought in as resistance.
    17 Apr, 03:39 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Resistance-

     

    Me too-
    $1.71
    17 Apr, 03:45 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Re: (NVAX)

     

    This is awesome!

     

    @15:50 (NVAX) at $4.03 is within 2 cents of being at the juncture of the 20 SMA, the 50 SMA and the 250 SMA.

     

    There's got to be a reading in that-

     

    WT
    17 Apr, 03:53 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Is this MRSA covered with GALE new antibiotic ?

     

    New MRSA Superbug Emerges in Brazilian Patient
    http://yhoo.it/1mlsS0g
    19 Apr, 04:21 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    This could be the first of many mega-mergers, and possibly some corps will move to buy some bio's with promise and late stage drugs

     

    Report: Pfizer tentatively offers to acquire AstraZeneca for £60B+
    Pfizer (PFE) has tentatively approached AstraZeneca (AZN) about acquiring the British-Swedish company in a deal worth over £60B ($100.7B), the U.K's Sunday Times reports. The figure is well above AstraZeneca's market cap of £47.7B.
    AstraZeneca has turned the offer down, although Pfizer could make a fresh proposal. A deal would be the largest ever foreign takeover of a British company.
    Pfizer is looking to do something with a $70B cash pile that it has accumulated overseas; repatriating the money to the U.S. so it could be distributed to shareholders would land the company with a massive tax bill.
    [Healthcare, Top News] Commen
    20 Apr, 06:10 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Mother Jones on Vaccinations-

     

    http://bit.ly/1mryN3H

     

    WT
    21 Apr, 08:34 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    It's not exactly shooting the messenger, but has me scratching the noggin for a logical explanation. Musical chairs for the court jesters?

     

    http://bloom.bg/1mxoJIZ

     

    Saudi Arabia removed its health minister from his post as the country struggles to combat an outbreak of a deadly respiratory virus.

     

    Abdullah al-Rabeeah was relieved of his duties and will become an adviser to the royal court, the official Saudi Press Agency said late yesterday. He’ll be replaced on an acting basis by Labor Minister Adel Faqih, the SPA said.
    21 Apr, 08:12 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >SM-

     

    Re: Saudis-

     

    In reading the article my guess is that the health minister was clueless as to what decisions to make, did not see it as a serious matter, was unable to meet the challenges, had no ability nor skills to be an administrator or maybe just blew off the impending crisis as a "nothing we can do" position or, all of the above.

     

    WT
    21 Apr, 08:42 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Surge in MERS cases, in Saudi Arabia and UAE.

     

    http://bit.ly/1jvi7Vf

     

    Saudi To Develop MERS Vaccine To Combat Outbreak
    An international firm is scheduled to visit the Kingdom to discuss the manufacturing of a MERS vaccine.
    http://bit.ly/1jvi8bw

     

    Could (NVAX) be involved?
    22 Apr, 10:32 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    I've been wondering that since NVAX is up so much off it's low a while back with no news.
    22 Apr, 10:43 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    LT, it may just be getting the benefit of biotech $$ flowing back in over past several days. This morning (SNTA) up 4%; (ATHX) up almost 5%; (AFFX) up almost 18% over the past 10 days. It appears several are popping after the entire sector was thrown under the bus.
    mj
    22 Apr, 11:24 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    MJ, I'm sure your at least partially right. I'm sitting on cash and to chicken to deploy it.
    22 Apr, 11:30 AM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    It seems that the most shorted stocks are performing well maybe because of a short squeeze. Take a look and see if there has been a change in the amount of shorts in those stocks MJ.

     

    http://bit.ly/1jvBRb4
    22 Apr, 11:53 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    Yep I think that may be true for some of them DG. for example NVAX days to cover went from 7 days in mid- Feb to 3.5 days at the begining of this month.
    mj
    22 Apr, 12:22 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    WSJ has some depth on the sacking of the Saudi minister:

     

    http://on.wsj.com/1poqVoj

     

    But still no info on which "international pharma" company is being consulted about vaccine.
    22 Apr, 12:26 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    More toward that, MJ. Cardica (CRDC) did an offering at 85 cents on April 16. Closed today at $1.04. I'm up almost 10% and may sell tomorrow on this about two week long trade. Or, I may not, because they have cash and are good to go as their micro cutter and surgical stitching device may start to gain some traction. If so, this is an easy double.

     

    P.S. Was most definitely caught off guard on the offering, but it filled nicely. Preferred was sold, too.

     

    http://yhoo.it/1pp8YGa
    22 Apr, 07:47 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Weird deal here:

     

    GlaxoSmithKline sells oncology portfolio to Novartis for $16B

     

    Glaxo to buy Novartis vaccine unit, minus flu, for $7.05B
    22 Apr, 02:16 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Novartis announces billions of dollars in deals with GSK, Eli Lilly
    Novartis (NVS) has agreed to exchange certain assets with GlaxoSmithKline (GSK) and it is selling its animal-health division to Eli Lilly (LLY) for around $5.4B.
    Novartis will buy GSK's oncology products for an initial $14.5B and up to $1.5B in development milestones. The Swiss company will also sell its vaccines business to its U.K. rival for $5.25B upfront and as much as $1.8B in milestones, as well as royalties. The latter deal doesn't include Novartis' flu business, which the company plans to sell separately.
    Novartis will also combine its over-the-counter operations with GSK Consumer Healthcare in a joint venture in which Novartis will own 36.5%.
    Eli Lilly will fold Novartis' animal-health unit into its Elanco business, creating the second-largest company in the sector in terms of global revenue.
    Novartis PR, Eli Lilly PR
    22 Apr, 02:29 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Is this a way to avoid taxes by indirectly repatriating offshore cash via trading subsidiaries?
    22 Apr, 07:28 AM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    Excellent point Doc. To bad us small business' can't pull that one off.
    22 Apr, 08:21 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Some Pharma related stocks -
    .
    11:00 Tuesday
    .
    (BBI) + 3%
    (PPH) + 2%
    (NVAX) +3%
    (INO) + 6%

     

    WT
    22 Apr, 11:08 AM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    Ebola may have reached Italy. This strain gives false negatives so infected people have been released in parts of Africa thinking they were not infected only to infect additional people. Death toll now being hidden to prevent panic.

     

    "Alarmingly, a story that appeared about the outbreak on national news wires was reportedly removed by the Italian government for “national security reasons,” suggesting that there is more to the reports than Italian officials are willing to express to the public at this time."

     

    http://bit.ly/1pojQ7c
    22 Apr, 11:12 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >DG-

     

    Stories like this may, in part account for the increasing interest in preventive vaccination related pharmas- Prices of which I noted earlier popped today, up 2-3%.

     

    WT
    22 Apr, 08:44 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    anyone know what he means by this?

     

    Novavax (NVAX): "This is one of those companies that is not going to make it here."
    http://seekingalpha.co...
    24 Apr, 06:59 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    His hedgie buddies want cheaper shares.

     

    Net institutional ownership is growing.
    http://on-msn.com/1fa3fzu
    24 Apr, 09:30 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    I just pulled an S&P Capital IQ report on (NVAX). I'm not sure what is proprietary so I'll just mention that Wall Street opinions have it at 4 Buy and 1 at Buy/Hold. As an aside they report that a $10,000 investment five years ago would be worth $47,531 today.

     

    Think I will be holding on for a bit more. As we've seen, many pharmas are awash with capital and will be of the acquisition mode, I believe. Many of our pet pipeline companies may be looking pretty good to the guys with the bucks.

     

    WT
    24 Apr, 12:24 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    WT,
    Agree with you, but also remember that "the guys with the bucks" in big pharma have a lot of those bucks sitting in foreign banks. So buying foreign targets may appeal more to some who want to avoid the tax impact of onshoring funds.
    mj
    24 Apr, 12:53 PM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    MJ, I think your right but NVAX they could buy with the change in their top desk drawer. LOL
    24 Apr, 05:45 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    Very true DG.
    24 Apr, 06:06 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >MJ-

     

    "...avoid the tax impact of onshoring funds."

     

    Casts a whole new light on my thinking.
    Thanks for bringing that rationale to the surface!

     

    That may be why my (NVO) performed so well with a 45% gain in March. It is beginning to look attractive once again.

     

    WT
    25 Apr, 11:04 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Durata Therapeutics Initiates Enrollment in a Phase 3b Study of Dalvance(TM) in a 1500 mg Single Dose

     

    http://bit.ly/1fa5H98

     

    "The Phase 3b, multicenter, double-blind, randomized, controlled study compares a single dose of Dalvance with the once-weekly dosage regimen of Dalvance in adult patients with ABSSSI known or suspected to be caused by susceptible Gram-positive bacteria, including methicillin-resistant Staphylococcus aureus (MRSA). Approximately 410 adult patients will be randomized to receive either one 1500 mg single dose of Dalvance on Day 1 or two doses of Dalvance with 1000 mg on Day 1 followed by 500 mg on Day 8. All doses will be administered over 30 minutes through a peripheral IV."

     

    Single IV dose being tested, covering MRSA and other resistant bugs. This could reduce hospital stays and costs if it works in this single dose strategy.
    24 Apr, 09:47 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    (ADHD) to present poster data at meetings next month. Unfortunately, I shall be traveling in Turkey, not attending the meetings. I shall see if I can get copies afterward. They will probably post it on their corp website.

     

    >>
    APA Poster Presentation # NR6-21. The effects of ADHD pharmacologic treatments on adult ADHD sub-types with an examination of the effects of MG01CI on adult subjects with PI-ADHD: A presentation of expanded results from the second Phase IIb, randomized, double-blind, placebo-controlled study of metadoxine in adults with Predominantly Inattentive ADHD (PI-ADHD).

     

    SOBP Poster Presentation # 1364. MG01CI in ADHD and Fragile X Syndrome: A Novel Mechanism of Action: A presentation of key results from a series of preclinical studies designed to further characterize the novel mechanism of action of metadoxine.
    <<

     

    This was presented at fall meeting in Orlando: http://bit.ly/1fa7pYi
    24 Apr, 09:52 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    (OTCQB:ULUR) is very oversold today. May jump back in.
    24 Apr, 12:26 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >SM-

     

    It may just be just very thin trading. If you're trying to move 5K shares or more you will move the price some. Had that experience a couple weeks ago.

     

    Hey! I'm just like the big boys!

     

    Avg Daily volume= 68K

     

    WT
    24 Apr, 01:24 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Back in at $1.26 today in that big volume blip around 1:20PM.
    24 Apr, 03:37 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >SM-

     

    That was my 2500 at $1.26. It went at 13:28.

     

    Drops my average cost to $1.42.

     

    WT
    24 Apr, 04:13 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    The volume blip according to two minute google finance graph was 28.5k at 13:20. My 2k transaction registered in the Schwab account at 13:19. Someone was pushing a big load of shares at that moment and pushed it down to $1.25 according to the graph. A big chunk of the day's volume. I wonder if it was algo aimed at triggering stop losses, cuz it rebounded immediately.
    24 Apr, 05:31 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >SM-

     

    We have to congratulate ourselves on the judicious timing skills we employ in our Buys and Sells.

     

    WT
    25 Apr, 10:54 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Yup!

     

    And today I learned the value of selling calls to hedge (CYTK). I sold CYTK 05/17/2014 12.50 C for $3.04 back in Feb, and came out just slightly on top today when CYTK plunged after bad news on the ALS trial.

     

    Bought back the calls to cover, then sold the stock, and ended up a couple hundred bucks in the green on this trade, despite the plunge. I was expecting it to get called away from me, for a nice double, as price ran over $13 this week heading into the news.
    25 Apr, 03:46 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    (OTCQB:ULUR) B/A Spread right now $1.21~~$1.30

     

    WT
    25 Apr, 03:39 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Back in the green this afternoon!
    25 Apr, 03:48 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Last was at $1.34, up $.09 or 7%. Nice way to finish the week. Still down $.08 but a lot better now.

     

    WT

     

    ps Nice job on the CYTK!
    25 Apr, 04:58 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Bird Flu Detected on California Poultry Farm

     

    http://yhoo.it/PBmHZU
    25 Apr, 07:32 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Sanofi's Dengue vaccine succeeds in Phase III
    Sanofi's (SNY) vaccine for Dengue fever met the primary goal of a Phase III study by reducing incidence of the illness by 56% in a trial involving over 10,000 children in Southeast Asia.Dengue affects up to 100M people a year, mainly in tropical areas, and is caused by a virus that is carried by mosquitoes. Symptoms include severe fever and intense joint and muscle pain, and it can be fatal.The success of the Phase III trial follows disappointing results in a Phase II study of 4,000 children, when Sanofi's vaccine only cut dengue cases by a worse-than-expected 30%.Shares are +2% in Paris.
    | 5:13 AM|1 Comment
    28 Apr, 06:13 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Saudi Arabia reports 8 more MERS deaths: and a SARS-MERS like virus spreads to other countries
    http://abcn.ws/1isfcRW

     

    http://bit.ly/1isf9Wn

     

    http://yhoo.it/1isfacA
    28 Apr, 06:18 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Knew I should have bought GALE last week when I mentioned it.
    April 28 (Reuters) - Galena Biopharma Inc :
    * Announces Department of Defense grant for Neuvax (nelipepimut-S) clinical trial
    * Department of Defense to fund clinical trial with neuVax to prevent breast cancer recurrence in high-risk HER2 3+ patients
    * Trial is expected to initiate in the second half of 2014
    * Source text for Eikon
    * Further company coverage
    28 Apr, 08:42 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    Another one bites the dust (ATHX):
    "Athersys' (ATHX) MultiStem treatment for ulcerative colitis has failed in a Phase II trial of 88 patients who have become resistant, intolerant or unresponsive to other drugs." Only way to play these small biotechs for me personally is to take small gains OR small losses quickly. Holding for the big win has an awful lot of risk IMHO.
    mj
    28 Apr, 09:45 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >MJ-

     

    Buying small biotechs-

     

    Akin to buying a lottery ticket sometimes?

     

    WT
    28 Apr, 09:55 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    Yes WT -- that's how Bret Jensen rightly labels it. Although watching the momentum chart patterns for quick plays can be a lot more lucrative than lottery tickets. LOL
    mj
    28 Apr, 10:01 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >MJ-

     

    I'm doing that right this minute-

     

    Definitely Scalps out there!

     

    WT
    28 Apr, 10:07 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Is the MERS virus worrisome?

     

    http://aje.me/1itw4ri

     

    "Riyadh says it has invited five leading vaccine makers to help with combatting the virus."

     

    *but*

     

    Experts cast doubt on Saudi push for Middle East virus vaccine

     

    http://reut.rs/1itweza
    28 Apr, 04:53 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » I don't think some of those "experts" understand the dominant role the religious establishment plays in the Saudi political decision-making process. The Hajj, the Islamic pilgrimage to Mecca, is the largest gathering of Muslim people in the world and is considered one of the five pillars of Islam. Last years attendance at Hajj dropped by more than one-third (3,161,573 to 2,061,573; 34.8%) presumably due to fear of MERS. http://tinyurl.com/d86ny

     

    This year's Hajj occurs between the second and sixth of October. I think the Muslim clerics on seeing that huge attendance drop decided to get the government behind vaccine development right away whether it makes scientific sense or not. The first thing they have to fight is fear.
    28 Apr, 06:49 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    I agree, Rattie. Saving face for Mecca, as well as protecting royalty and the expensive health care workers by immunization are the likely prime concerns of the Saudis, rather than "public health."

     

    I don't expect MSM journalists to get that. Or if they get it, to dare say so publicly.
    28 Apr, 07:06 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    4:13 pm Novavax announces positive top-line data from dose-confirmatory Phase 2 clinical trial of its RSV vaccine candidate in women of childbearing age (NVAX) :
    •The RSV-F vaccine candidate was well-tolerated, with no vaccine-related serious adverse events, at all doses and formulations. The safety profile was consistent with data from prior Phase 1 and 2 studies.
    • Significant increases in RSV-F antibody levels were observed across all doses and formulations, consistent with prior studies. Peak RSV-F antibody levels were observed in the group that received a single dose of vaccine containing 120 g of antigen with one-third of the aluminum phosphate dose used in prior studies.
    •Clear increases in RSV neutralizing antibodies were also shown across all doses and formulations, and were strongest in women entering the study with the lowest baseline levels, in confirmation of prior studies.
    • Vaccine-induced palivizumab-like antibody levels demonstrated strong concordance with anti-RSV-F antibody responses. A single 120 g antigen dose generated peak palivizumab-like antibody levels of approximately 400 g/mL, the highest levels seen in any study.
    • Kinetic analysis of the antibody responses showed rapid increases in antibody levels in all vaccine formulations and dosing regimens. A single 120 g antigen dose generated peak RSV-F and palivizumab-like antibody levels within 14 days of immunization, and high levels of both were sustained through the 91-day observation period.
    28 Apr, 05:20 PM Reply Like
  • H. T. Love
    , contributor
    Comments (17304) | Send Message
     
    O.G.: Great news. But I *suspect* we, and everybody else in the investing world, expected this. If so, we might see some price weakness after an initial pop caused by the uninformed because it was already "baked in"??

     

    I don't know, but I know *I* expected these sorts of results. Since I'm certainly not *the* sharpest knife in the drawer, others must have been in the same frame of mind.

     

    HardToLove
    28 Apr, 05:31 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    I am thinking there may be a little pop back up to the mid- $4's. Also, am thinking they went on a management "hiring spree" (2 positions!!) for a reason. I'm a little optimistic but don't expect them to get back to the $6.95 range anytime soon.
    28 Apr, 06:23 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Nice after hours pop on that news.

     

    I was this||close to selling some NVAX $4 May calls this afternoon, thinking that it would be easy money with biotech downdrafting the past month. Now I'm glad I waited to pull that trigger. They may be much more profitable tomorrow.
    28 Apr, 07:29 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >Doc-

     

    I've found that the best opportunity to get a good premium on a CALL write is when the stock has just popped, before it starts the usual retrace.

     

    If there is carry-through keep an eye on the spreads.

     

    WT
    28 Apr, 08:37 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Thanks, WT.

     

    My block of NVAX is up nearly double and becomes LTG on 5/10, so I was thinking write the $4 Call that expires 5/17, and carry the risk it will get called away as STG instead of LTG for only a week.

     

    I would not mind getting it called away for a neat double when it becomes LTG, but would prefer not to give the IRS half of my double as STG in the trade. On this news, I would have sold for a smaller premium and risked more tax burden if I had done the write today than if I do it at $4.5 or $5 tomorrow with the pop.

     

    At least, that is my way of thinking about it. I've held for nearly a year and watched it go past a double and drop back. Not the best time to get greedy for small gains and high taxes. But if I can hedge the LTG after 5/10, then it would be a better risk.
    28 Apr, 09:29 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    FDA grants Fast-Track designation to GW's Sativex pain treatment
    GW Pharmaceuticals' (GWPH) Sativex, which is used to treat pain in patients with advanced cancer, has received Fast-Track designation from the FDA.As a cannabinoid medicine, Sativex is the only non-opioid treatment in Phase 3 development for patients who don't respond to, or experience negative side effects, with opioid medications, GW says.Shares are +6.8%. (PR)
    29 Apr, 05:48 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Galena receives DOD grant for trial of NeuVax breast-cancer drug
    Galena Biopharma (GALE) is receiving a grant from the U.S. Department of Defense for a Phase II trial of the company's NeuVax treatment. The study will look at whether the therapy can prevent breast cancer from returning in high-risk HER2 3+ patients.The study is due to start this year and will support Phase III and Phase IIb trials in 1+ and 2+ patients.Galena's shares are +14%. (PR)
    | 9:42 AM|5 Comments
    29 Apr, 05:51 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    FBR Capital analyst William Tanner, Ph.D weighed in on Novavax (NASDAQ: NVAX) after the company issued an encouraging safety, Immunogenicity Update on RSV-F Phase 2.
    Tanner comments, "We recently designated NVAX as one of two BioPharma stocks (AEGR was the other) we believe have the potential to double in two years (see FBR report "Double Down: Stocks That Could Double" published on April 23). We posited that the stock's value would be driven by incremental de-risking of what we view as the company's most valuable asset, the RSV vaccine. Data released yesterday from a 720 subject Phase II trial in women of child-bearing age suggest to us that the vaccine may have cleared one of two critical, pre-pivotal hurdles. Because merits of maternal vaccination are likely well known to the FDA and they recognize the unmet medical need as it relates to preventing RSV infection, the totality of the data should convince the FDA, in our opinion, that initiating testing in pregnant women is warranted."
    The firm maintained an Outperform rating and price target of $11.00.
    29 Apr, 07:49 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Re:(CYTK)

     

    Anyone have any thoughts? I think it will take a breather now that the immediate shock is over.

     

    WT
    29 Apr, 01:00 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    It is a shame that the ALS trial failed to reach primary endpoint, but (CYTK) still has two good drugs in trials (omecamtiv for heart failure and tirasemtiv for neuromotor disorders) and others in pipeline, so it is certainly not a one trick pony and I imagine it can get a successful drug to market down the road.

     

    Despite missing the primary outcome measure, the ALS trial did show some secondary outcome measure benefits from tirasemtiv, so there is a real effect there as shown in the preclinical data. Perhaps further trials with higher doses, or in combination with other treatments, will eventually show clinically meaningful benefit in ALS. Roth Capital issued a report today reiterating the buy with a $13 target, based on the report yesterday of secondary findings, but I am unsure what to make of that.

     

    I also have some hope still for tirasemtiv proving efficacious in myasthenia gravis, which has a slightly different pathophysiology than ALS. ALS involves neuron degeneration, damaging the "signal transmission lines." MG involves autoimmune processes attacking the neuromotor junction, blocking the receptor site for signal translation into motor action. Tirasemtiv works at that receptor to enhance its function. So ALS involves signal loss due to neuronal loss, while MG involves signal blockage at the translating station, and the drug can turn up the volume of signal that does reach the station.

     

    But the MG trials are not as far along as the ALS trials, so we have another cycle of watching before news might rock the stock again.

     

    We might get some results for the heart failure study late in 2014, according to Larry Smith: http://bit.ly/1kc9r6p

     

    Them's my thoughts. Wait and see.
    29 Apr, 02:17 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >SM-

     

    Re :(CYTK)

     

    Thanks for the thoughts, Doc-

     

    " ....Roth Capital issued a report today reiterating the buy with a $13 target,..."

     

    May all traders ears pick up on the call of Roth Capital!

     

    I just bot some (CYTK) at the garage sale and will look for a little pop to write some CALLs.

     

    WT
    30 Apr, 04:15 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    I sold NVAX October $6.00 calls for $.60
    I sold the weekly GILD 4/25/2014 $74. put for $.40. The stock closed on 4/25 at $73.90 and I took possession of the stock and kept the premium. On Monday I sold the $75. 5/2 call for $1.19. I also sold the 5/2 $73 put for .50. I'll know Friday where I stand.
    So far, so good. I like trading the weekly the action is lively. Another brokerage just raised GILD's TP to $115. It's a market darling.
    29 Apr, 01:07 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Looking, OG! I agree, the longer time periods do make me a bit uncomfortable. Never know what may happen. Plus I just don't like to sit and watch.

     

    Hope you didn't have any CYTK PUTS out short!

     

    WT
    29 Apr, 01:15 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    Re: CYTK I have no skin in the game. I'd be cautious, watch the charts, see where a bottom support forms. IMHO with the emphasis on H.
    29 Apr, 01:24 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >OG-
    Just sold the NVAX Oct 6s for $.65
    29 Apr, 03:04 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    G'donya, mate!

     

    Still watching and pondering.
    29 Apr, 03:31 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    I did close my ACAD June $26 calls for a nice profit of $3.36 yesterday, and will roll them over to Sept $23 calls, hopefully.
    29 Apr, 03:35 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >OG-

     

    Re: NVAX-

     

    I just love the math on this deal!

     

    I own the NVAX at $4.14 a share. I just got $.66 for selling the CALLs reducing my cost to $3.48. If my stock gets called six months from now I get $6.00.
    $3.48 from $6.00 equals $2.12 gain for the six months or a semi-annualized income rate of 72.4, or an annual rate of 144%

     

    If the stock isn't called I am revenue neutral down to $$3.84.

     

    This is getting complicated- I still have several blocks of PUT contracts sold for NVAX July $5s that are looking OK right now.

     

    WT
    29 Apr, 03:38 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >SM-

     

    Way to go, Doc! Check the math on my NVAX October $6 CALLs post

     

    WT
    29 Apr, 03:40 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    Congrats!
    29 Apr, 05:03 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    Ditto, guys!

     

    "Pop to mid-4s..." Heck of a prediction, Oygee!
    29 Apr, 05:44 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » Hell of a pop on (NVAX) going on… Looks like a squeeze…
    29 Apr, 02:57 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    SM, how long will it take this to move thru trials and get approval ?

     

    FDA approves Novartis breakthrough therapy cancer drug
    The FDA gives a thumbs up to Novartis' (NVS +1.2%) Zykadia (ceritinib) as a treatment for patients with a certain type of late-stage (metastatic) non-small cell lung cancer months ahead of schedule.Zykadia is an anaplastic lymphoma kinase (ALK) tyrosine kinase inhibitor that blocks cancer cell-promoter proteins.The agency granted Zykadia breakthrough therapy designation, priority review and orphan drug designation. Its clearance comes four months ahead of the August 24 PDUFA date.
    30 Apr, 04:15 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    For (CYTK), dates are uncertain regarding when the omecamtiv trial will conclude and be submitted to FDA. Smith notes that the current P2 trial may be completed in 1H 2015, and the P3 would follow after, if it looked good. So it is not a near term catalyst.

     

    http://bit.ly/QZfiEX

     

    The MG trials of tirasemtiv seem to be on hold at the moment, and I do not know why.

     

    I am out and watching for now.
    30 Apr, 07:44 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Smith thinks (CYTK) may continue studying tirasemtiv in ALS, based on positive secondary measure outcomes in the trial, and the enthusiasm of the lead investigators for the drug, despite the failure in the primary measure.

     

    http://seekingalpha.co...

     

    I am inclined to agree, but shall still watch and see for now.

     

    In his subscription report, he gives the research doctors' views and discussion of the difficulty measuring outcome in this rapidly deteriorating disease. Tirasemtiv is truly the first drug to actually improve muscle strength in ALS patients.
    30 Apr, 01:53 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    still 2 years away:

     

    NVAX bounces
    Shares of Novavax (NVAX +15.2%) enjoy a modest bounce on average volume as money flow returns to the biotech sector today.Yesterday, the company reported positive top-line results from its Phase 2 dose confirmation trial for its RSV vaccine. The primary endpoint was safety and immune response as measured by IgG-F antibody levels. The highest immune responses were observed in patients that received one dose of vaccine combined with aluminum phosphate adjuvant. No quantitative data were disclosed.The company has requested a Type C meeting with the FDA for this summer to discuss the data and hopefully get the agency's go-ahead to proceed to a Phase 3 trial. Any FDA approval is easily two years away.
    30 Apr, 04:18 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Cubist rides the pharma m&a tide
    Shares of Cubist Pharmaceuticals (CBST +11.9%) enjoy a bump today on a 2x surge in volume as traders jump on the "possible acquisition target" bandwagon stoked by the Allergan (AGN -0.1%) and Pfizer (PFE -1.3%) situations.

     

    | 2:53 PM|2 Comments
    30 Apr, 04:22 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    NVAX news:

     

    New Experimental Vaccine Produces Immune Response Against Middle East Respiratory Syndrome Coronavirus (MERS-CoV)

     

    http://bit.ly/QZkUzb
    30 Apr, 08:12 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    Star Pharma update--looking good
    http://bit.ly/R2RS1e
    30 Apr, 10:03 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Bot a bit of (CYTK) at $4.51 Wed afternoon. Hoping for an increase of substance and then write some CALLS.

     

    WT
    30 Apr, 04:01 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » I also purchased some (CYTK) this morning (Thur).
    1 May, 03:44 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Matusow had an article today implying it was still a good buy, despite recent drop.

     

    http://seekingalpha.co...

     

    I may look to get back in after the wash-sale window closes and "sell in May" is over.
    1 May, 04:05 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >FPA-

     

    Re: (CYTK)

     

    You got a pretty good price by buying today- I paid a little more yesterday.

     

    Planning to write some Calls?

     

    WT
    2 May, 03:36 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » Naa… just an old fashioned buy.
    2 May, 05:15 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Vaccine Against Bird Flu Readied, Just in Case

     

    http://bit.ly/R4o4RT

     

    >>
    "An effective H7N9 vaccine is achievable," said researcher Dr. Niranjan Kanesa-thasan, from Novartis Vaccines in Cambridge, Mass.

     

    If H7N9 flu were to become a pandemic, this preliminary work would make it simple to ramp up vaccine production and do larger trials, he said.
    <<

     

    They used an FDA-unapproved adjuvant, so getting it to market in USA would be problematic. But selling it overseas might not be an issue for Novartis in a pandemic.
    30 Apr, 04:56 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Novartis & Lung Cancer drug Zykadia- Big news?

     

    http://bit.ly/R4sTuq

     

    WT
    30 Apr, 05:23 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    The 'Post-Antibiotic Era' of Drug Resistant Disease Is Almost Here
    http://yhoo.it/1rIuZeW
    1 May, 07:44 AM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Alarmist hooie from a bureaucrat who wants a bigger budget.

     

    The sky has not fallen on medical science yet, only on the weather shamans of the IPCC.
    1 May, 11:16 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Advaxis cervical-cancer drug gets orphan designation
    Advaxis' (ADXS) ADXS-HPV immunotherapy treatment for Stage II-IV invasive cervical cancer has received Orphan Drug Designation from the FDA.ADXS-HPV has already generated encouraging Phase 2 data.Shares are +8.5%. (PR)
    1 May, 09:28 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    May 1 (Reuters) - AntriaBio Inc :
    * Announces 1-for-6 reverse stock split
    * Source text for Eikon [ID:nMKWD0GRra]
    * Further company coverage
    ((Bangalore Newsroom; +1 646 223 8780))
    For Reuters Top News page click the following link:
    1 May, 09:29 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    Novavax to Report First Quarter Financial Results on May 7, 2014 at 4:30.
    1 May, 12:22 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >OG- Re:(NVAX)

     

    Think it will be good?

     

    WT
    1 May, 05:33 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    Here's what I'll be listening for:
    what are their expansion plans, given their new hires?
    any new partners/deals?
    any changes in relationship with Cadilla?
    Anything new regarding federal govt support such as barda? Fast tracking?
    How's the "bleeding" going? Cash position?
    Will we be seeing dilution in 2014 or 15?

     

    I hope they are saving some happy news.
    1 May, 06:21 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    Check out Universal Vaccine (influenza) maker Biondvax.
    http://www.biondvax.com

     

    They are going to have an ADR!
    1 May, 01:30 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Larry Smith has a nice discussion today on his subscription site about NSI-189 from Neuralstem, a small molecule to target hippocampal atrophy in depression and other psychiatric disorders. Phase I data not public yet, but the CEO suggested it would be positive when release next month, and they are already planning a Phase II trial.

     

    I am very intrigued, and am looking for an opportunity to start a position with a price drop and then play the covered calls game. At this early stage, it could be a long game with steady income.

     

    Meanwhile, back in the game with ACAD Sept $23 calls for $2.25.
    1 May, 03:33 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Alcobra Issued New US Patent Covering Metadoxine Use for Cognitive Disorders

     

    http://on.wsj.com/1rJZr8q

     

    "Patent #8,710,067 "Method for the treatment, alleviation of symptoms of, relieving, improving and preventing a cognitive disease, disorder or condition," was filed on July 3, 2012, issued on April 29, 2014, and provides protection until 2032."

     

    For a reformulated old generic drug, this is crucial.
    1 May, 04:16 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    More on Affymetrix Q1 results
    Total revenues: $83M (+8.6%), product revenues: $73.7M (+5.2%), service revenues: $9.3M (+45.3%).Gross margin: 56% (+7.8%).Net loss: $10.5M (+31.8%).Cash and equivalents at quarter end: $57.7M.(AFFX +3.6%)
    2 May, 05:04 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Check out (NVAX) $.25 pop in twenty minutes-

     

    one 127,442 share spike up to $4.40+ back to $4.34 now.

     

    WT
    2 May, 03:29 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    CDC reports first case of MERS in USA.

     

    http://1.usa.gov/1iMjcaa

     

    [Transcript of CC not up yet.]

     

    http://abcn.ws/1iMje1R

     

    >>
    Health officials on Friday confirmed the first case of an American infected with a mysterious Middle East virus. The man fell ill after arriving in the U.S. about a week ago from Saudi Arabia where he is a health care worker.

     

    The man is hospitalized in Indiana with Middle East respiratory syndrome, or MERS, according to the Centers for Disease Control and Prevention, which is investigating the case along with Indiana health officials.
    <<
    2 May, 03:49 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Press Release from CDC:

     

    http://1.usa.gov/1rYsPd5
    2 May, 05:20 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » This is probably the reason for that strange NVAX pop this afternoon. Here is a little note from the Lancet where they suggest that MERS may incubate in patients for a longer duration than previously believed.

     

    The new study was completed by investigators who visited the two ill French patients who shared the same room for three days. The doctors noted that the virus in the second patient had to have had an incubation period of 9- 12 days. The incubation was previously reported to be 1-9 days.

     

    The findings from this study suggest that the incubation period of the virus could potentially reach 9-12 days which ultimately affects the duration of isolation or quarantine for patients with concerning symptoms or a documented exposure to someone with MERS.

     

    The authors of this study conclude that patients returning from the Middle East with respiratory symptoms or with known exposure to a confirmed case of MERS-CoV need to be isolated for at least 12 days, with PCR testing of lower respiratory tract sputum samples for MERS-CoV.

     

    MERS-CoV does have the ability to spread from person to person. The WHO has reported several so-called clusters in which human-to-human transmission has been confirmed. Transmission could potentially occur by droplet spread, such as coughing or sneezing or by exposure to a contaminated surface or environment.
    http://tinyurl.com/k9b...
    2 May, 05:49 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » Just checked, both (NVAX) and (INO) popped at the same time this afternoon. Both companies have pre-clinical MERS vaccines. I believe the (NVAX) vaccine is the one backed by BARDA probably because (NVAX) can manufacturer faster AND they have their own proprietary adjuvant.
    2 May, 06:04 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Did I post this already?

     

    http://bit.ly/1rYFMDN

     

    http://bit.ly/1jp2gv3
    2 May, 06:17 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » I don't think so… topic is hot now… good links Doc.
    2 May, 06:34 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    Doc & Rattie: Great work!
    2 May, 07:51 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    I have been watching in morbid fascination. MERS is wicked awful and a potential worldwide threat if it becomes more contagious, given its long incubation and our jetsetting age.

     

    Going motorcycling in Turkey next week. I have not heard of any cases there, but it is a bit daunting and exciting to be planning a trip to that part of the world with the social unrest and looming potential pestilence. ;-)
    2 May, 08:33 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >SM-

     

    Hey, Doc- You got a death wish?
    2 May, 08:39 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    I must have!

     

    It's genetic, though. Dad, sibs and a nephew are doing it with me. We have these adventures every year or two with our friends from Down Under, Mike and Denise.

     

    http://bit.ly/Yjki9y
    2 May, 08:46 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    Doc: Be safe, pal! Sounds like me going down to Honduras, with San Pedro Sula considered as the most dangerous city on our planet. Also right into hemorrhagic dengue fever widespread, and then seeing my pals all healed up from knife wounds from when I wasn't there -- thank Heavens.

     

    Only I ride around in a tuk tuk -- not a much more fun motorcycle.
    2 May, 09:05 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Thanks, Maya.

     

    Tuk-tuks that I have been in, especially in India, the way they drive, are probably less safe than a good motorbike in experienced hands.

     

    We are also planning an Amazon River cruise later this summer, sort of like your adventures in the tropics. Time to stock up on antimalarials (gin & tonic?) and get my vaccinations up to date then!
    2 May, 09:13 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    Have a wonderful time. What a great family adventure. The funniest part is you go for long periods of time on a motorcycle, so you can't hear them!
    2 May, 09:36 PM Reply Like
  • SMaturin
    , contributor
    Comments (2105) | Send Message
     
    Yes, OG. Perfect family vacation!

     

    Except this time we shall have Bluetooth communicators. At least those can be turned off. ;-)
    2 May, 09:42 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Sounds like a real blast, Doc-
    Be careful what you bring back from Turkey, tho.
    {;-)

     

    WT
    3 May, 11:20 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    (NVAX) short interest dropped significantly during April: http://bit.ly/1lRfu4H
    mj
    5 May, 07:41 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    John Mauldin on Biotech Bubbles

     

    http://bit.ly/1g35EY1
    5 May, 02:10 PM Reply Like
  • doubleguns
    , contributor
    Comments (7887) | Send Message
     
    There have been no further confirmations for ebola in Italy. Rumor is it might be a hoax. However EU has increased funding for Red cross by 300,000 euros and Médecins Sans Frontières (MSF) by 600,000 euros. This thing is just not slowing down yet but we have had 3 other times that the death toll exceeded 200 in the past and they got it under control. We are not even that far in death toll yet.

     

    EU increases funding for Ebola in West Africa link:

     

    http://bit.ly/1g35QGM

     

    Link of CDC Ebola outbreak table.

     

    http://1.usa.gov/1g35QGO
    5 May, 02:11 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >DG-
    Thanks for the update.

     

    (NVAX) piddled its way down to a 5% drop today, maybe in reaction to the Ebola status comments.

     

    WT
    6 May, 07:07 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » The Ex CEO of Isconova, the vaccine adjuvant company acquired by Novavax (NVAX) in 2013, has been appointed to the position of Senior VP Corporate Development, effective June 2.

     

    He will be responsible for identifying, prioritizing and evaluating new strategic opportunities that leverage the company's core strengths and growth initiatives. http://tinyurl.com/m7o...
    7 May, 04:53 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Stifel Nicolaus initiated coverage on Inovio Pharmaceuticals (NYSE: INO) with a Buy rating and a price target of $4.00.
    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 $2.26 yesterday.
    Copyright 2014, Street Insider News Provided by Acquire Media Corporation
    7 May, 07:49 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    IMO, for those with long term investment horizons several of the closely followed stocks here are cheap now and worth dabbling in. ( NVAX, INO, missed GALE but still cheap, )

     

    I might not load the truck, but starter positions look tempting.
    7 May, 07:51 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    Nice coverage of (NVAX) in the Washington Business Journal today. "How Novavax created a vaccine candidate to fight MERS" http://bit.ly/1iYVLjZ
    mj
    7 May, 09:38 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Gilead BOD approves share repurchase plan
    Gilead Sciences (GILD +0.6%) authorizes a new $5B share repurchase program. The original $5B plan was announced in January 2011. The ~$2.9B remaining will be spent by September.
    8 May, 04:18 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    NVAX Has anyone dissected the earnings yet ?

     

    I noticed expenses and cash burn basically doubled. If my gut is correct there may be more pain and a better entry point soon.
    8 May, 05:39 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » I have not looked at it yet, but one thing to remember is they acquired Isconova, the vaccine adjuvant company. So their burn rate should be higher. What I would like to see is the earnings and expenses breakout of the adjuvant side of the business compared with the vaccine end of the business. Does the company have plans to ever manufacturer and distribute a vaccine? I don't see an in-house distribution capability being built… so if they did manufacture a vaccine, how would they sell and distribute it? I know Isconova was selling product, so that company must have had some kind of sales/ distribution system. That was part of the capabilities acquired by NVAX in the acquisition.

     

    I am thinking of doing an in-depth review of NVAX. I don't think a lot of people understand the production platform advantage of the company. However, I have to also say I have not seen any evidence of NVAX actively marketing that aspect of their business… yes, they can gear up very quickly to high production levels, but it seems that vaccine approval protocols remove that advantage. What happens if a Bird Flu or MERS epidemic starts in the US? NVAX can gear up in a month or two, but what happens with the approval process? Do people want to take what amounts to a formally un-tested product? Will NVAX be immune to law suits if the vaccine turns out to be harmful to limited portions of the population?

     

    I think a good explanatory article on NVAX would require collaboration with different people with expertise in different areas. I can envision the development of a team of people that would collaborate on generating a series of in-depth articles on many of the companies we follow. It seems like an obvious expansion of the news concentrator concept. The news concentrators follow the news for different companies, and the header provides a link into an in-depth on the different companies. The in-depths would follow a common outline format with different people responsible for different aspects of the in-depth. We start out small with one in-depth, and expand to several per year. SA seems to be a good place to try try this, but if it's successful, we might consider the development of a subscription newsletter.
    8 May, 06:50 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    If you did that, I would advise to try to interview NVAX too.
    The same questions and points you raised makes me wonder if there is not something hidden we don't know...
    A buyout, partnership, other funds .. etc.
    8 May, 07:07 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » If you read the recent conference call, Stanley Eric, their CEO specifically says they are NOT planning to bring in any large pharma partners because it's "... not to our benefit or our investor's...". And he thinks that's true for the foreseeable future.

     

    They lead the industry in this product and we want to maintain that lead for the -- through to licensure. So we're not interested in partnering. And then of course, the economics, we want to maintain the economics for Novavax, 100% of the economics for Novavax for the time being. We think it's a really important vaccine, perhaps, one of the -- perhaps, the biggest vaccine -- new vaccine to be introduced in the foreseeable future. And we are confident that the data that we've shown gives a lot of confidence that the vaccine will be protected. So we think we've de-risked the program to a degree...

     

    How big is the RSV market? The top end number is all women of child bearing age (15 - 44). It's a big number...

     

    Based on my read of the conference call, I will be adjusting my portfolio and increasing the proportion of NVAX.
    8 May, 08:15 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >FPA-

     

    Re (NVAX)

     

    Excellent analysis and peeling back of the onion, Rattie- I personally was wondering how good the management team was as to running a business.

     

    We know they have the smarts on the medical and bio end but can they read market need and plan to compete? You have answered a big part of my concerns.

     

    WT
    8 May, 09:35 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Re: (NVAX)

     

    Someone must have read your post, Rattie-
    The stock is up $.25 from the open.

     

    WT
    8 May, 11:15 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Keep an eye on (CYTK) Monday- Although the chart shows profit taking on Friday I can see a support/advance from here-

     

    I'm long CYTK and looking to add.

     

    WT

     

    DISC- Also posted on QC
    11 May, 07:14 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » One Year Follow-Up From RSV F-Protein Vaccine Candidate Phase 1 Elderly Trial Demonstrates Sustained Levels of Immune Response. http://tinyurl.com/kjb...
    12 May, 09:31 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Re: (NVAX)-

     

    Good news, Rattie-

     

    Thanks!

     

    WT
    12 May, 10:16 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » Great call on (CYTK) WT!
    12 May, 10:19 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >FPA-

     

    Re: (CYTK) call- Thanks, Rattie

     

    Something about acorns and blind squirrels...?

     

    WT
    12 May, 02:58 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Re: CYTK)

     

    That blind squirrel is finding an abundance of acorns today-

     

    Big 7% gap up

     

    WT
    13 May, 10:40 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10803) | Send Message
     
    News on (OTC:RXII) http://seekingalpha.co...
    12 May, 04:00 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Re: MERS-

     

    Another case in Florida-

     

    http://nyti.ms/1jdSjC3

     

    WT
    13 May, 06:30 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » Here is the Reuters version of that news WT:

     

    Two U.S. health workers ill after MERS exposure. World Health body meets in Geneva. Reuters, by Julie Steenhuysen and Barbara Liston J May 13, 2014.

     

    After working in a hospital in Jeddah, Saudi Arabia, a health worker who was treating MERS patients, started experiencing muscle aches on his flight from Jeddah to London on April 30. He developed a fever during his flight from London to Boston, where he took connecting flights to Atlanta and finally Orlando. [He is a healthcare worker who had to know better. A classic case of denial?]. Last week, he visited his family and accompanied someone to another Orlando medical facility for a procedure. Even when he went into the emergency department close to midnight at the Dr. P. Phillips Hospital, it was not until mid-morning the next day that he was placed in isolation.

     

    The hospital says that because of his travel history, the hospital suspected MERS and contacted the health department. [Bah! He was not put into isolation for between 9 to 10 hours, so it's clear a contagious disease admissions protocol was not in place]. An initial MERS test on Friday was "equivocal," but a test sample taken on Saturday confirmed the MERS virus. [I wish NVAX would TRY to develop a fast accurate test for MERS.]

     

    Now, two health workers at the hospital who were exposed to the MERS patient have begun showing flu-like symptoms, raising concerns about the ability of global health authorities to contain the mysterious and deadly virus. [Note: These health workers have not been confirmed to have MERS at this point]. In addition, Florida officials are monitoring the health of 20 additional healthcare workers who had been in contact with the patient, including a doctor who already left for Canada. The CDC is also trying to track down nearly 100 people who may have overlapped with the patient at the two Orlando medical facilities the MERS positive patient visited in his role as a health care worker.

     

    "We're not going to see the last of this," said Dr. Kevin Sherin, director of the Florida Department of Health for Orange County. "We are going to see more cases coming to our community. All of the emergency departments in the United States, to be perfectly honest, need to become very familiar with the Middle East Respiratory Syndrome, and making sure the protocols are in place."

     

    The Transportation Security Administration, at the request of the U.S. Centers for Disease Control and Prevention, is posting MERS warning signs at 22 major U.S. airports, including all three in the New York City area, a U.S. official said.

     

    The CDC "is taking the current situation very seriously and is working in close coordination with local health authorities," said White House spokesman Jay Carney, who added that President Barack Obama had been briefed on the confirmed cases.

     

    The WHO said its conclusions would be announced at a news conference on Wednesday. The last time the agency set up an emergency committee was in response to the 2009 H1N1 "swine flu" pandemic. http://tinyurl.com/mou...
    14 May, 04:39 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » (Reuters) - Two U.S. hospital workers who fell ill after contact with a patient suffering from Middle East Respiratory Syndrome (MERS) have tested negative for the often-deadly virus, a Florida health official said on Wednesday.

     

    Florida officials said they were monitoring a total of 20 healthcare workers who had been in contact with the patient. Test results of those workers have also so far proved negative for MERS, according to Kevin Sherin, director of the Florida Department of Health in Orange County. He could not specify the number of test results received. http://tinyurl.com/mu2...
    14 May, 01:59 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    I would watch NVAX closely…it could pop if more MERS cases are in the USA or if the CDC makes a move

     

    Click the following link to watch video: http://reut.rs/1sNIpc6 Source: Thomson Reuters Description: Maryland biotech firm Novavax reports success in early trials of a vaccine to fight Middle Eastern Respiratory Syndrome, which has killed more than 120 people in Saudi Arabia and continues to spread. (To access all exclusive Reuters Insider programming visit: http://reut.rs/1fjfG8H) Short Link: http://reut.rs/1gDkhl6
    14 May, 10:54 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    Re:contagion-

     

    I'm traveling tomorrow- Albany-Detroit-Salt Lake and Burbank.

     

    Wonder if I can rent a bubble.

     

    WT
    14 May, 11:33 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    (OTCQB:VNTH) Vantage Health: This is truly a penny stock--the technology was featured on Yahoo.com today, and the stock is up 40% (three cents.)
    Fascinating technology--http://bit.ly/1qD4NqV

     

    Here is an interview about it:
    http://cbsn.ws/1qD4L2m
    14 May, 12:10 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >OG-

     

    Re:Breath tests

     

    IMSM correctly this technology came about from the dogs that are trained to detect cancer through either the patient's scent or their breath. The dog walks past a group of people (some of whom are known to have cancer) and when they come to a test positive candidate they lie down in front of the person. I saw a clip about a year ago I think.

     

    Amazing stuff!

     

    Thanks,

     

    WT
    14 May, 01:43 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5045) | Send Message
     
    More good news for GILD! Their HIV pill is recommended for at risk patients who are not infected, to prevent virus.
    http://bloom.bg/1qDxFPJ
    14 May, 03:20 PM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    FierceVaccines' weekly update features (NVAX) emerging markets opportunity: http://bit.ly/1nSXmHy
    mj
    15 May, 01:28 PM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >MJ-
    Thanks

     

    Nice piece on (NVAX).
    Seems to be picking up some notoriety.

     

    WT
    17 May, 01:31 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    More on NVAX -- a pretty darned good detailed article:

     

    http://seekingalpha.co...
    15 May, 03:43 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » ReCell(R) Spray-on Skin(R) Demonstrates Superior Results Treating Hypopigmentation in Aesthetic Plastic Surgery Trial (OTCQX:AVMXY) http://tinyurl.com/kwe...
    16 May, 09:22 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >Maya-

     

    Thanks- A very informing article with a lot of good detail. I put this guy on my author's like.

     

    WT
    16 May, 12:12 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (5803) | Send Message
     
    Author’s reply » May 17 2014
    (Reuters) - An Illinois resident tested positive for Middle East Respiratory Syndrome after being in contact with an infected patient in Indiana. On April 25, the Illinois man had a 40-minute face-to-face meeting with the infected patient in Indiana, a business associate. The two men shook hands but the Indiana patient did not have a cough at the time. [No cough, minimal contact]

     

    Interestingly, the Illinois resident has NOT shown signs of illness. The Illinois resident's lack of symptoms may shed light on a milder form of the deadly virus.

     

    * Researchers at the forefront of the global MERS response said this week they were investigating whether people infected with MERS who have NO symptoms could still pass the virus on to others. "There is evidence there is a broader spectrum of MERS" than first expected, said Dr. David Swerdlow of the U.S. Centers for Disease Control and Prevention, who is leading the U.S. response to MERS. A blood test on Friday showed the patient had developed antibodies to MERS.

     

    [To me, the latter comment makes an implicit assumption that a person with a weaker form of the disease would only pass on the same form of the disease. I wonder if the disease interacts with a persons immune system, and the results of that interaction set the severity of the bodies response. It certainly raises the question of healthy carriers. Is a Typhoid Mary type of situation possible?]

     

    * CDC officials explained that a blood test is NOT sufficient to identify a confirmed case of MERS because it detects only antibodies, not the live virus. Dr. Swerdlow said the agency would discuss with the World Health Organization its system of classifying MERS cases to account for milder cases.

     

    Dutch officials reported their first two cases this week. Infections have also turned up in Britain, Greece, France, Italy, Malaysia and elsewhere. http://tinyurl.com/mx2...
    17 May, 07:53 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    I've been out of town for a week, followed SA and keep wondering with the MERS spread now why NVAX is drifting lower?
    I know bio's are out of favor now, so looking for entry points to the stocks we follow here.
    18 May, 05:16 AM Reply Like
  • Windwood Trader
    , contributor
    Comments (2444) | Send Message
     
    >LT-

     

    Re:NVAX

     

    IMHO-

     

    I have several positions Long and Short, Puts and Calls all concentrated around the $5 point. I think their either has to be a catalyst or a sector shift or a market reversal to move this (or most other stocks) at this point.

     

    I am in at $4.12 on the long equity side.

     

    WT
    18 May, 02:51 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message
     
    MERS lead story on NBC Sunday Night News.
    18 May, 06:42 PM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    Pirfenidone Phase 3 achieves primary endpoint
    Intermune (ITMN) reports results from its Ascend Phase 3 clinical trial evaluating pirfenidone in patients with idiopathic pulmonary fibrosis (IPF). It achieved its primary endpoint of significantly reducing the decline in lung function as measured by percent forced vital capacity (FVC) from baseline to week 52. The magnitude of the treatment effect was measured by comparing the proportion of patients in the pirfenidone and placebo groups experiencing either a 10% decline in FVC or death. A 10% decline is strongly predictive of a higher risk of mortality. At week 52, 16.5% of the pirfenidone group experienced a 10% or more decline in FVC or death compared to 31.8% in the placebo group. This represents a 47.9% reduction in the proportion of patients who experienced this clinical threshold or death. Also, 22.7% of the pirfenidone patients experienced no decline in FVC compared to 9.7% in the placebo group.Statistically significant results were also shown in two secondary endpoints of change on six-minute walk distance and progression-free survival as measured by baseline vs week 52. Another secondary endpoint, dyspnea (shortness of breath) was not met.

     

    |10:53 PM|Comment!
    19 May, 05:25 AM Reply Like
  • Mercy Jimenez
    , contributor
    Comments (1889) | Send Message
     
    This weekend Colorado passed the pending legislation allowing terminally ill patients to have access to experimental medicine not yet approved by the FDA. The state becomes first in the nation to pass a so-called 'right to try' bill into law so patients can bypass the lengthy FDA approval process. http://fxn.ws/1hVV6uj
    mj
    19 May, 11:05 AM Reply Like
  • LT
    , contributor
    Comments (4600) | Send Message
     
    MJ, I am all for this. There is an article on Yahoo today where the Measle vaccine given in doses 40x higher has cured cancer and or shruck tumors sending them into remission.
    19 May, 01:40 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9598) | Send Message