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kdII

kdII
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  • Cynapsus Or Acorda - Whose Market Is It For Parkinson's Disease? [View article]
    Btw, Jason twitted a cynaf article, saying that in the second half of the article is his explanation why cynaf is better than Acorda. Have a look. http://bit.ly/1z7DhD7
    Dec 10, 2014. 03:45 PM | Likes Like |Link to Comment
  • Discovery Laboratories: Collaboration With Battelle Is Validation Of Aerosurf's Potential By A Sophisticated Third Party [View article]
    Smithonstocks, any idea what's going on with price action? Could there be impending bad news? Many seem to think so. Or MM manipulation? Or do you think people are panicking? Man, what a price, if we see good news! But funny the market, if it is so obvious, wouldn't have more faith in the company.
    Dec 9, 2014. 04:37 PM | Likes Like |Link to Comment
  • The Biggest Risks For Stocks In 2015? [View article]
    Why didn't you add a few more, just in case? What an an absurd article!
    Dec 6, 2014. 02:33 AM | Likes Like |Link to Comment
  • Isis Pharmaceuticals: A Compelling Long-Term Story [View article]
    What's your take on IDRA? In 2001, they licensed their second-generation technology to ISIS. Now they are developing a third-generation technology (GSO), which has eliminated toxicity issues. Thanks.
    Nov 30, 2014. 03:20 PM | Likes Like |Link to Comment
  • Idera Pharmaceuticals: A Star In The Making [View article]
    No offense, SmallZoe, but you know nothing about Idra. By the mere fact that you mentioned Psoriasis market shows it. It was POC, nothing else. IDRA isn't interested in Psoriasis market.

    Anyone who is interested in knowing what the potential of IDRA is I suggest you to Idra's presentation at the 2014 Stifel Healthcare Conference. Great presentation. Great slides. Great platforms. Great science. GSO alone could make IDRA ISIS.

    And, I repeat: Check out Idra on YMB. Usually, YMB posts are a joke. Not IDRA's. Except for a few desperate bashers, there are many serious posters who generate great discussions.
    Nov 27, 2014. 07:42 AM | Likes Like |Link to Comment
  • Idera Pharmaceuticals: A Star In The Making [View article]
    Check out IDRA's Yahoo Message Board. And, no, this isn't a joke. Hands-down the best biotech board out there, with VERY knowledgeable posters with loads of biotech investment experience, in acad, cldx, isis. Seriously. You can learn more about idra on that board than anywhere. For example, in the end, their GSO platform is the motherload. Check out the Chairman of the board as well. Impressive man. Impressive resume. In the last CC, he did a cameo, coming on to tell investors that the market has totally underestimated idra's value, saying, in other words: Wake up, investors. This stock, with its science, is totally undervalued.
    Nov 26, 2014. 01:55 PM | 3 Likes Like |Link to Comment
  • I Am Long Cynapsus Therapeutics [View instapost]
    What's your take on POC?
    Nov 19, 2014. 07:25 AM | Likes Like |Link to Comment
  • An FDA Rejection Can Help Foster Confidence? The Compelling Case For AcelRx Pharmaceuticals [View article]
    Good reply. Basically, we are in agreement. Now the wait.
    Oct 7, 2014. 03:35 PM | Likes Like |Link to Comment
  • An FDA Rejection Can Help Foster Confidence? The Compelling Case For AcelRx Pharmaceuticals [View article]
    What do you guys think of the possibility that the Human Factors Study is not enough? Some people say, after review and comments by fda, a new Ph3 will be required to show where missing little blue tabs are going. Personally, I find it ludicrous, because if fda is working with the company on protocols, which would not be sufficient, why waste two months of time. Furthermore, during the recent meeting, they must have discussed the issue, or acrx must have asked them if they thought human trials would be necessary. Btw, management says fda did not mention human trials. But people--shorts--insist, saying the human factor study will be inconclusive. I am long; plan on sticking around; if it goes way down, I might even think about adding. Remember, there are more drugs in the pipeline.
    Sep 29, 2014. 10:10 AM | 2 Likes Like |Link to Comment
  • Biotech: Some CRL Recipients to Consider [View article]
    Acrx said, in response to CRL, said that they would submit protocols to fda for review and comments before starting human factor studies. Is it obligatory for companies to submit protocols before starting studies? Or is it at the discretion of each company? In the case of ACRX, they said that they were doing it to ensure that they give FDA exactly what they want, even though it would add 2-3 months to re-submission. Seems to make sense, esp. if it is through their own initiative that they chose to have protocols reviewed.
    Sep 27, 2014. 02:33 AM | Likes Like |Link to Comment
  • An FDA Rejection Can Help Foster Confidence? The Compelling Case For AcelRx Pharmaceuticals [View article]
    Seems about right. Shorts are playing with fire. Within the next two weeks, the Type A meeting occurs, which could result in a VERY positive pr, telling the market that they will be given a Type 1 Review--two months. It's happened before, and it looks like it will happen again. Meanwhile, 40% of float is short. Don't really understand their logic, but we'll soon find out.
    Sep 12, 2014. 09:17 AM | 1 Like Like |Link to Comment
  • ISIS Pharmaceuticals: Finally On Target After All These Years [View article]
    John,

    Any thoughts on IDRA? Supposedly, they have third-generation science that reduces toxicity issues. Way earlier, as you probably know; GSO platform trial might kick in 2H 2015; but they have an impressive team on board. Somebody obviously sees potential.
    Sep 7, 2014. 04:04 PM | Likes Like |Link to Comment
  • Idera: A Compelling Biotech Pick For March [View article]
    Still remain optimistic? IMO-8400 psoriasis results good enough for you to validate platform? How about 4th quarter Waldenström’s macroglobulinemia (WM) data? What do you expect?

    Long idra; might add over the next few weeks.
    Sep 6, 2014. 11:24 AM | Likes Like |Link to Comment
  • Idera: A Compelling Biotech Pick For March [View article]
    EXPstocktrader, do you think the psoriasis results have validated the platform? The run-up in March was due to expectations. What's your opinion six months later? Certainly, with the huge gap down, the market says it wasn't. In fact, there seems to be a shift in investor sentiment--gee, what a surprise!--to GSO platform. But, unfortunately, that is too far out to be a catalyst. Just wondering. In life, something usual is for a reason. The market seems to be totally discounting idera.
    Sep 4, 2014. 04:02 AM | Likes Like |Link to Comment
  • Idera: A Compelling Biotech Pick For March [View article]
    Anyone out there? Be nice to have an IDRA updated article.

    A question: IDRA has been in the doldrums for the last five months, following release of psoriasis data. Personally, I think the market gave a thumbs-down to the data--it wasn't as spectacular as first thought. Furthermore, no data has been released on the Amsterdam study, leaving investors thinking that this data is not so good either. I think you wrote that the psoriasis data should validate the platform. Well, the market says it hasn't. What's going on here? Five months flat. Odd, I think, if the stock has so much potential. I think the run-up was fake, based on hype, BB board members, etc. I just hope any future data on any in their vast pipeline finally confirms its potential. Get tired of hearing people talk about potential and how big money is accumulating, but we are so early in the pipeline that in all probability nobody really knows anything.
    Sep 3, 2014. 04:56 AM | Likes Like |Link to Comment
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