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jbem777

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  • Mast Pharmaceuticals Inc.: Breakthrough Drug MST-188 Could Lead To Huge Gains [View article]
    Yes, check out clinicaltrials.gov

    Just listed last week...

    http://1.usa.gov/1ds6Vw5
    Mar 25 09:38 AM | Likes Like |Link to Comment
  • OncoSec Medical Incorporated: Shareholder Patience Will Be Rewarded [View article]
    This is perhaps the most cordial and informative discussion I have ever witnessed on SA. I commend the author and all those who have contributed to the responses.

    ONCS will be a beast in 2014. The market is just now starting to realize its potential.
    Feb 28 12:51 AM | 3 Likes Like |Link to Comment
  • OncoSec Executives Talk Electroporation, PD-1 Checkpoint Inhibitors, And The Unmet Need In Immune-Oncology [View article]
    MCC is about $300 million. Not sure about the Melanoma space.
    Jan 30 05:56 PM | 1 Like Like |Link to Comment
  • Mast Pharmaceuticals Inc.: Breakthrough Drug MST-188 Could Lead To Huge Gains [View article]
    They are a small, development stage biotech. What do you expect? This will be over $2 by the end of the year. I don't think your short position will work out well. If you are going to bash, make a substantive argument and if you are going to post a link to your blog, make sure it has correct information.
    Jan 22 10:20 AM | 1 Like Like |Link to Comment
  • Mast Pharmaceuticals Inc.: Breakthrough Drug MST-188 Could Lead To Huge Gains [View article]
    Thanks Bob, glad I could be of assistance. Very nice article. Been in since the low $.40's and am enjoying the ride that appears to have just started.
    Jan 21 09:45 AM | 3 Likes Like |Link to Comment
  • Mast Therapeutics: A Hidden Gem In An Under-served Market [View article]
    Good thing the have 25 million warrants with an exercise price of $.65. With $44 million in the bank plus warrants, they are doing quite well. But you would know that if you did some DD.
    Jan 18 12:09 PM | Likes Like |Link to Comment
  • Mast Therapeutics: A Hidden Gem In An Under-served Market [View article]
    Hope you covered. LOL!!!!
    Jan 13 08:05 PM | Likes Like |Link to Comment
  • Merck Vs. Bristol In PD-1 Cancer Drug Race [View article]
    I strongly suggest looking at ONCS and it's recent preclinical trial with PD-1. Most notable is the recent hiring of one of the lead clinical developers of the PD-1 program as the CMO for ONCS. Not to mention the strong connections that ONCS already has with Merck. Something is in the making between ONCS and Merck. I could be wrong but their are some strong indicators.

    From a New York Times article on Oct 1st.

    “I think this is consistent with what everybody else has done in the industry,” said Les Funtleyder, a strategist at Poliwogg, a New York investment firm. “When you’ve had some clinical trial failures and you’ve had a number of products go generic, you either have to find new revenue through acquisitions or you cut costs through head count reductions — they’re going the head count route.”

    "Merck said on Tuesday that it would refocus its research and development unit on the most promising treatment areas, like its anti-PD-1 immunotherapy program for cancer, a drug designed to disable the molecular shields that protect tumors and unleash the body’s own immune system to fight them. Several other drug makers, including Bristol-Myers Squibb and Roche’s Genentech unit, are developing similar treatments."

    ONCS Press release from Oct 8th

    "The study was conducted using a single tumor model where a total of forty mice (eight treatment groups) were treated with either ImmunoPulse alone, or in combination with anti-CTLA4, anti-PD1 or both at varying concentrations. Safety and anti-tumor activity were assessed. Results indicate that all treatment groups showed 100% regression of treated lesions in all mice, and that no mice died as a result of toxicity from treatment. The results from this initial study demonstrate that ImmunoPulse in combination with anti-CTLA4 or anti-PD1 is safe, effective and does not have any contraindicated outcomes. Based on these positive results the company intends to continue testing combination approaches in more aggressive melanoma models that will support further evaluation of this approach in humans."

    Press release relating to the new CMO, December 12th

    "Dr. Pierce is well regarded for his career-long research into mechanisms of immune tolerance as well as recent drug development experience, most notably being a key member of the global development team behind Merck’s FDA-designated “breakthrough” anti-PD-1 program (MK-3475). Dr. Robert H. Pierce joins OncoSec Medical from Merck Research Labs – Palo Alto (formerly DNAX Research Institute/Schering-Plough Biopharma) where he spent almost seven years leading a 20–person team, dedicated to developing disease-oriented and tissue-based translational medicine platforms. As Executive Director, Dr. Pierce was responsible for contributions to multiple successful IND applications, including critical biomarker development programs such as the anti-PD-L1 immunohistochemistry assay supporting Merck’s MK-3475 trials. In addition, Dr. Pierce was instrumental in designing two Phase 2 anti-PD-1 (MK-3475) oncology studies. Prior to focusing on immunomodulatory receptor (IMR) programs, Dr. Pierce had served as a discovery project team leader for two novel drug candidates.
    Dec 18 09:25 PM | 2 Likes Like |Link to Comment
  • Mast Therapeutics Is Ready To Set Sail [View instapost]
    Management just needs to keep doing what they are doing IMO. They set milestones and are achieving them on time. I hear people complain in just about every biotech that “management needs to do more.” I am not sure what they expect management to do? They are presenting at professional conferences, such as the 2nd Annual Sickle Cell Disease Therapeutics conference, as well as a myriad of investor conferences. They are creating investor awareness and are able to effectively recruit institutional investors. Sounds like they are doing a pretty good job to me.

    I don’t see the potential for any unforeseen catalysts in the immediate future. Perhaps a partnership for the ALI indication, but I don’t think that it is likely until after the P2 study. This is not necessarily a bad thing as it means management is making shareholders aware of their goals and obtaining them.

    In formulating my opinions about any biotech, I do not include the potential for partnerships. There are just too many variables and it is often nothing more than a hope as it is next to impossible to predict what will happen.

    In regards to an increase in institutional ownership, your guess is as good as mine. It does appear as if the stock is trading sideways and slow accumulation is occurring, but it is nothing more than a guess.
    Dec 18 01:20 PM | Likes Like |Link to Comment
  • Mast Therapeutics Is Ready To Set Sail [View instapost]
    At the present time, MSTX is being heavily manipulated. That's fine by me as my investment window is 12-18 months, but it spooks traders. The bashers have 2 main points that the are using, dilution and R/S. Currently, they have enough money to complete all of their studies, but I am wary of any biotech that has less than 1 year of cash on hand. When that's the case, I usually stay away. Towards the end of 2016, this will be the case. However, it is foolish IMO to not invest now because they might dilute again in 2 years. There is plenty of room for this to run before that, which will likely be the case and this will allow the exercise of the warrants. They R/S theory is just nonsense and typical bashing, not a concern until they have 200 million shares outstanding.

    The MSTX bears also cite the lack of partnership as evidence that MST-188 is a sham. MSTX didn't own MST-188 when it was going through P2 trials, which was a number of years ago. In fact, it wasn't even acquired by MSTX until 2011. The previous P3 study, completed by SynthRx, was published in 2001, so it has been a number of years since MST-188 has been studied in this application. Expecting a deal from big pharma after a drug has sat on the shelf for a decade is a bit unreasonable and suggesting that its an indication of the drugs efficacy, or lack thereof, is absurd.

    I think the most telling indicator of MST-188's potential for success is the data compiled by other researchers that supports the effectiveness of Polymer 188. Most biopharms have these new molecules that are created in house. MST-188 on the other hand has been evaluated in other research setting across the world with effective results. The research community knows it works and how it works. MSTX is applying the known mechanism and effectiveness of the drug to human conditions. What's different is that MST-188 acts as a hydrating lubricant for a cell, it does not have another biological mechanism that changes the way a cell works. It's simply like spraying WD-40 on something so that it works more efficiently. That's why I believe it with be found effective in ALI, stroke, and other vaso-occlusive medical conditions. A simplified description, but accurate.
    Dec 16 10:20 AM | Likes Like |Link to Comment
  • Mast Therapeutics: A Hidden Gem In An Under-served Market [View article]
    Don't second guess yourself. The $$$ in biotech's these days is not about approval or success, it's about the run up before. Just look at MNKD. P3 results came out, traded in the $6's and has now dropped into the $4's. While "success" is ultimately important, there are P3 results, FDA approval, and then market success. All of which provide the opportunity to make money.

    The P2 trial for ALI is the money maker, not the P3 trial for SS. The ALI indication can be expanded to billion dollar markets, while the SS market is limited. The ALI catalyst is only 12-16 months away and it appears many investors are failing to grasp the significance of success. We will just have to wait and see.
    Nov 20 11:08 PM | 1 Like Like |Link to Comment
  • AtheroNova: Undervalued, Underappreciated, And Underestimated [View article]
    Nice article. They are currently short on cash, so I would expect some sort of financing deal to be completed. Once that is completed, P1 results are released, and the P2 is initiated with a defined conclusion date, I will likely take a position. Good to keep this one on the radar.
    Nov 20 06:11 PM | 2 Likes Like |Link to Comment
  • Mast Therapeutics: A Hidden Gem In An Under-served Market [View article]
    Touché! Haha! I forgot the biotech managment pump and dump in my previous reply.

    With all that's been said, MSTX is a great run up opportunity and I believe it will be good to get in early. To manage risk, I intend to trade out before any binary event. You do present some valid points, but I think they are typical of investing in the biotech field and not specific to MSTX. Dilution, R/S's, poor managment, trial failures, and lack off partnerships can be used to bash 99% of all small biotech's. All of which are valid points. But in the end, it's speculation and people that move these stocks, not fundamentals. I just believe that MSTX has the potential to make a great run into P2/P3 results based on the basic principles that drive biotech run ups. I will be long gone before P3 results.

    Best of luck and thanks for the discussion.
    Nov 20 12:07 AM | 1 Like Like |Link to Comment
  • Mast Therapeutics: A Hidden Gem In An Under-served Market [View article]
    It has grown slowly, and not at a rate for grave concern at this point. But it will be important ant to watch to gauge investor sentiment.

    Retail investors always get screwed, find me one offering where they didn't? Institutions can sell 50 million shares at whatever price and then exercise their warrants, sell them, and make even more money. All while retail investors get the short end of the stick. Not that I agree with it, but it happens all to often, to the detriment of retail.
    Nov 19 10:32 PM | 1 Like Like |Link to Comment
  • Mast Therapeutics: A Hidden Gem In An Under-served Market [View article]
    In addition to these goals, MSTX is actively pursuing partnership to assist in ongoing product development. In a March 2013, MSTX hired ESC Advisors to identify partnering opportunities for MST-188. When discussing this development, CEO Brian Culley remarked:

    "Given the high unmet need and limited treatment options, sickle cell disease is experiencing significant levels of interest from strategic partners. MST-188 is now the only new molecular entity in Phase 3 development in sickle cell disease. Based on its stage of development, the absence of competitive, novel and late-stage products, its designation as an Orphan Drug in the U.S. and Europe and its potential utility in additional indications, we believe there will be substantial interest in MST-188 from potential partners, both in the U.S. and globally, and we intend to pursue strategic alliances aggressively."

    On another occasion, Mr. Culley stated:

    "Our recently announced plans to investigate MST-188 in acute limb ischemia, a complication of peripheral arterial disease, also may bolster our partnering efforts. Indeed, we already have been approached by at least one pharmaceutical company that wished to discuss our near- and long-term plans in arterial disease, which we announced just three weeks ago."

    Honestly, I don't know if they will ever partner, but its clear they are willing to entertain that option. Anyone who invests based on the speculation of partnership or acquisition is a fool. If that's an important aspect of any investment thesis, one is bound to lose money.

    MSTX didn't even own MST-188 when it was going through P2 trials, which was a number of years ago. In fact, it wasn't even acquired by MSTX until 2011. The previous P3 study, completed by SynthRx, was published in 2001, so it has been a number of years since MST-188 has been studied in this application. Expecting a deal from big pharma after a drug has sat on the shelf for a decade is a bit unreasonable and suggesting that its an indication of the drugs efficacy, or lack thereof, is absurd. So MNKD are you short MSTX?
    Nov 19 10:13 PM | Likes Like |Link to Comment
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