Tuesday, March 26, 11:23 AM
Threshold Pharmaceuticals (THLD +1.3%) gains on the back of Ziopharm's (ZIOP -63%) earlier announcement that it's ending Phase 3 trials of palifosfamide after it failed to meet its primary endpoint. An article posted in Seeking Alpha last Friday infers that THLD's competing drug, TH-302, although similar to palifosfamide in molecular structure, is differentiated enough in nature that there is still sufficient reason to believe it could work. Now, with ZIOP's drug out of the running, TH-302's addressable market increases significantly. The company is due to release data from its own Phase III study early next year.
1 Comment[Healthcare, On the Move]
Wednesday, February 20, 9:56 AM
Threshold Pharmaceuticals (THLD +7.2% to $4.78) receives an upgrade to Overweight from Neutral from Piper Jaffray, which is impressed with the differentiation of Threshold's TH-302 drug for soft-tissue sarcoma compared with a rival product. Piper also believes that Threshold's hypoxia-activation platform will be able to be used to treat a wide range of cancers. Piper doubled the company's price target to $10.
Comment![Healthcare, On the Move, Quick Ideas]
Friday, January 25, 9:26 AM
Threshold Pharmaceuticals (THLD) +6.3% premarket after earning a $30M milestone payment from drug partner Merck (MRK), which started a late-stage study of THLD's pancreatic cancer drug. TH-302 is an investigational hypoxia-targeted drug designed to be activated under severe tumor hypoxic conditions, a hallmark of many cancers.
1 Comment[Healthcare, On the Move]
Wednesday, January 23, 2:43 PM
Threshold Pharmaceuticals (THLD +18%) soars after Celgene (CELG -0.7%) reported positive Phase III data for Abraxane, its prospective treatment for pancreatic cancer, but the data came in slightly below analysts' expectations. Stifel Nicolaus reiterated a Buy on THLD after the news, saying that its own treatment will be more competitive with CELG's product.
Comment![Healthcare, On the Move]
Friday, January 18, 9:17 AM
Geron (GERN) +5.4% after an upgrade to Buy with $3 price target by Piper Jaffray's Charles Duncan. The current price of $1.66 reflects past challenges, he says, but leaves room for substantial upside over the course of the next year. That Geron and INO are buys at Piper while ZIOT and THLD are Holds does not compute, says Dan Rosenblum. Sell-side games, says TheStreet's Adam Feuerstein.
1 Comment[Healthcare, On the Move]
Thursday, November 15, 2012, 8:49 AM
Updated results from a Phase II trial of Threshold's (THLD) TH-302 treatment suggest that the drug can be used in patients with soft-tissue sarcoma, first in combination with chemotherapy doxorubicin, and then on its own as a maintenance treatment. The results support Phase III trials of the regimen. Threshold shares +10.3%. (PR)
Comment![Healthcare, On the Move, M&A]
Friday, November 2, 2012, 7:45 AMThreshold Pharmaceuticals (THLD): Q3 EPS of -$0.06 in-line. Revenue of $1.8M misses by $0.5M. (PR)
Comment![Earnings, Healthcare]
Tuesday, October 16, 2012, 2:00 PM
Threshold Pharmaceuticals (THLD), returns to earth following a big burst higher at the open. The stock jumped on the drug developers announcement that U.S. regulators have reached an agreement covering a special protocol assessment for Phase III trials of it's TH-302 drug candidate, a treatment for patients with metastatic pancreatic cancer.
Comment![Healthcare]
Maria Auziliadora: I just added more THLD people do not see the potential in this company
9/20/12
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The Scientist THLD Response to blog by S Church. Median age diff between tx groups not statis signif. Lung mets TH302>gem group-lung mets worse than liver
9/17/12
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The Scientist: Th302 is a breakthru drug! If Church can think of another way to kill hypoxic CSCs, let us know. This drug gives panc pts hope!
9/17/12
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The Scientist: Panc ca is one of the most diff diseases (not just ca) to tx. Everything but the kitchen sink has been tried. Th302 will revolutionize ca tx
9/17/12
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The Scientist Solid OS data for THLD Th-302 in panc ca. OS+2.5 mos in highest dose. Tarceva approved with 0.4 mos. Discontinuation rate lowest for highest
9/17/12
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The Scientist: TH-302 dose. High prob FDA approval. Huge unmet need. Gemzar initial approval based on 126 pts (Gemzar insert). Adcetris approv 102/58 pts
9/17/12
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The Scientist: Huge improvement PFS/OS over current SOC. Good safety profile-fewer discontinuations with highest dose.
9/17/12
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The Scientist THLD with continued high short interest. Of all the stocks to short, this is one of the worst. Solid data. Potential to go up 10x quickly
8/24/12
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The Scientist: Th-302 could be the breakthru drug that oncologists have been looking for. By targeting hypoxic niche, kills CSCs that promotes recurrence
8/27/12
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The Scientist: Hypoxic CSCs r the 'untouchables' in oncology. Must b killed, but cannot get to them.
8/31/12
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TruffelPig New long: THLD - great potential drug with hypoxia tumor targeting.
8/10/12
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TruffelPig: Small exploratory starter (couple hundred shares).
8/10/12
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The Scientist THLD Th-302 OS panc CA data likely to b > Abraxane OS. Abrax trial began 3/09. Near end of trial on 9/11, protocol changed and added 210 pts
8/7/12
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The Scientist: Th-302 targets hypoxic niche, which should also kill CSCs.
8/7/12
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Noreika: OT- That was a bummer yesterday that Bapi got cancelled. I really thought the Apo4 non-carriers would have some positive news.
8/8/12
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The Scientist By targeting the hypoxic niche, THLD Th-302 can kill CSCs, where CSCs are known to reside. Killing CSCs are key to cancer tx.