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karlis44

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  • Antares Pharma Announces First Patients Dosed in VIBEX™ QS T Study Evaluating Testosterone Deficient Males [View article]
    This is a big FIRST for the Testosterone (T) industry. Standard T administration is topical, intramuscular injection or oral. SUBCUTANEOUS (SC) T is the first new delivery system of T . Some of my patients deliver their T via SC route. None so far report any problems and prefer it over intramuscular injection. Antares will need to do obvious kinetic, tolerance and side effect studies.
    Karlis Ullis, MD
    kullismd@gmail.com
    http://bit.ly/JdtaAH
    Sep 22 09:10 PM | Likes Like |Link to Comment
  • Antares Pharma initiates dosing in VIBEX QuickShot testosterone study [View news story]
    The Anteres Vibex QuickShot Testoserone (T) injector is a great idea. I support it. Many of my patients who need injectable T are needle phobic. This idea should work with the FDA. Many patients need another person to do the injection. There is a big market if the injector cost is not prohibitive.
    Karlis Ullis, MD
    kullismd@gmail.com
    drkarlisullis.com
    Sep 18 10:51 PM | Likes Like |Link to Comment
  • Repros Therapeutics: Not so fast, says Feuerstein [View news story]
    I believe all of Adam Feuerstein's questions have been already answered in the data bases in the Androxal studies. Best I can recall. Unless I have missed something. If there were no statistically significant differences then it would be nonsensical for Repros to have continued the trials.
    Karlis Ullis, MD
    kullismd@gmail.com
    http://bit.ly/JdtaAH
    Sep 18 10:39 PM | Likes Like |Link to Comment
  • Merrill raises price target on Repros on Androxal hopes [View news story]
    If the data remains solid for Androxal. Which likely it will. It possibly could become a takeover by its testosterone (T) competitors. Since there are so many young and older men who wish to preserve gonadal function be it sperm or otherwise. To do what Androxal does you would need to use T + human chorionic gonadotropin,( hCG by injection), for fertility, better sexual function and avoid tetsicular and even penile atrophy. You could even make an argument that Androxal is a quasi-orphan drug. Having used Clomophine Citrate ( CC) for many years in several hundred men there are no significant safety isssues that I have seen or in studies 3 years long. "Funky" mood is the bigget problem mostly seen in the younger men using CC and is the reason they stop. In the Androxal data the drop out rate is low. The "cis" isomer of CC which likely produces the "estrogenic" mood dysfunction has been removed. Could this be a take-over situation? 
    Karlis Ullis, MD
    kullismd@gmail.com
    drkarlisullis.com
    Sep 18 12:49 PM | Likes Like |Link to Comment
  • Neptune Technologies & Bioressources (NEPT +4.7%) gains after George Haywood discloses that he's acquired a further 145,549 shares of and the company at a price of $3.70 per share. Haywood now holds 6.2M shares of Neptune, representing 10.2% of the float. Separately, the Canadian Intellectual Property Office has granted NEPT a composition patent covering omega-3 phospholipids comprising polyunsaturated fatty acids, the main bioactive ingredients in all recognized krill oils. [View news story]
    HI Hal, Via Acasti pharm products like LIpichol and other products NEPT is competitive, I really dislike the Dr. Mercola hype for his Krill product. He has a vast online audience who are folllowers/believers. I need to look at the Israeli Krill company and other issues you raise. Will comment soon.
    Karlis Ullis MD
    kullismd@gmail.com
    Jul 28 01:17 AM | Likes Like |Link to Comment
  • Expecting Positive Phase III Results For GTx's Cancer Muscle-Wasting Drug [View article]
    BTW: Enobosarm seems to works better in women anabolically than men without having androgen effects. Similar to DHEA. A sexual dimorphism. I use DHEA a lot in post menopausal women an androgen replacement. Works well and not expensive.Karlis Ullis, MDKullismd@gmail.com
    Jul 27 10:03 PM | Likes Like |Link to Comment
  • Expecting Positive Phase III Results For GTx's Cancer Muscle-Wasting Drug [View article]
    GTXI Corp is more than just Enobosarm . Their pipeline contains an interesting Alpha estrogen agonist. Which has anticancer potential and other drugs in the pipeline. The above arguments should rest on biology rather than number crunch speculations. I buy Biotechs that have sound biologic principles behind them. That is why I bought RPRX years ago when it was about $0.50 to $1.00. Now RPRX is around $20.00. Same with ISIS bought at around $ 7.00, Now is about $28.00. I believed that their antisense antibody biology could be turned into into viable drugs.I am long on GTXI and will buy more if it drops.Karlis Ullis, MDkullismd@gmail.comdr...
    Jul 27 09:57 PM | 1 Like Like |Link to Comment
  • Neptune Technologies & Bioressources (NEPT +4.7%) gains after George Haywood discloses that he's acquired a further 145,549 shares of and the company at a price of $3.70 per share. Haywood now holds 6.2M shares of Neptune, representing 10.2% of the float. Separately, the Canadian Intellectual Property Office has granted NEPT a composition patent covering omega-3 phospholipids comprising polyunsaturated fatty acids, the main bioactive ingredients in all recognized krill oils. [View news story]
    See below data from Xymogen and myself .
    Seth Adams ( of Xymogen) :
    We (Xymogen) have an exclusive on a patented phospholipid EPA [from Onemia] called Lipichol 540 . A product from Acasti Pharm which is a subsidiary of Neptune ( A Krill company in Canada)]. The patent is on a structurally bound phospholipid EPA/DHA and astraxanthan combination. Production has not been an issue. The advantage is that this bound structure has proven with clinical research to increase red blood cell concentration (Omega 3 index) and in turn increase HDL, lower TG and lower anti inflammatory markers in lab data.
    Karlis Ullis, MD
    Kullismd@gmail.com
    http://bit.ly/JdtaAH
    Jul 24 09:44 PM | Likes Like |Link to Comment
  • Neptune Technologies & Bioressources (NEPT +4.7%) gains after George Haywood discloses that he's acquired a further 145,549 shares of and the company at a price of $3.70 per share. Haywood now holds 6.2M shares of Neptune, representing 10.2% of the float. Separately, the Canadian Intellectual Property Office has granted NEPT a composition patent covering omega-3 phospholipids comprising polyunsaturated fatty acids, the main bioactive ingredients in all recognized krill oils. [View news story]
    1. I believe they are getting close to full operation.
    2. Do not know
    3.Phospholipids allow small amounts of the 0-3 to be delivered through cell membrane causing big rise in 0-3 in cell. More than large amounts of 0-3 oils. Example is the Lipichol 540 product in the market. Sold to MD's only. Not available in pharmacies.
    4. Do not know.
    5. Do not know.
    Will ask the exclusive Xymogen Lipichol 540 distributors the above.
    Karlis Ullis, MD
    Jul 24 02:23 PM | Likes Like |Link to Comment
  • Phase II data "solidifies APOCIIIRx as one of the leading value drivers" for Isis Pharmaceuticals (ISIS) Needham's Chad Messer says, boosting his price target on the shares to $36 from $29. Messer is looking for data from a third study late next month. [View news story]
    The increases in HDL is impressive. However the AIM-HiGHER study of Niaspan + Prostacyclin study was stopped since there were more Cardiac events in the Niaspan study even though HDL went up a small amount. What needs to be done is to determine which of the HDL subfractions went up in the ISIS study since not all HDL is good. HDL2 is the most protective. HDL can also become dysfunctional.
    Karlis Ullis, MD
    kullismd@gmail.com
    Santa Monica, CA 90405
    Jul 22 10:59 PM | Likes Like |Link to Comment
  • Phase II data "solidifies APOCIIIRx as one of the leading value drivers" for Isis Pharmaceuticals (ISIS) Needham's Chad Messer says, boosting his price target on the shares to $36 from $29. Messer is looking for data from a third study late next month. [View news story]
    If OPOCIIIRx goes through stage/phase 3 then this opens up a HUGE antisense antibody step forward in medicine.
    I know ISIS for over some 10 years. They have really struggled. But may have a Home Run here. Their Patent library is huge.
    Karlis Ullis, MD
    Santa Monica
    kullismd@gmail.com
    http://bit.ly/JdtaAH
    Jul 22 10:41 PM | Likes Like |Link to Comment
  • More on Mortgage Applications: The Refinance Index fell another 4% to its lowest level since July 2011. The refinance share of all activity fell to 63% from 64% a week ago. The ARM share of activity increased to 7% of total applications. Prepayment worries are officially over for the mREITs (REM), but also for specialty servicers like Ocwen (OCN), Nationstar (NSM), Walter (WAC), and New Residential (NRZ) where worry can now turn to pressure on originations. (full release[View news story]
    Which REIT's are least affected?
    Karlis
    Jul 17 11:22 PM | Likes Like |Link to Comment
  • Neptune Technologies & Bioressources (NEPT +4.7%) gains after George Haywood discloses that he's acquired a further 145,549 shares of and the company at a price of $3.70 per share. Haywood now holds 6.2M shares of Neptune, representing 10.2% of the float. Separately, the Canadian Intellectual Property Office has granted NEPT a composition patent covering omega-3 phospholipids comprising polyunsaturated fatty acids, the main bioactive ingredients in all recognized krill oils. [View news story]
    The 0-3 phospholipid patent is a most significant event.
    Their derived products show great promise.
    Karlis Ullis, MD
    kullismd@gmail.com
    http://bit.ly/JdtaAH
    Jul 17 10:23 PM | Likes Like |Link to Comment
  • Brazil's Bovespa tumbles another 3.8%, now back to 2009 levels, dragged down by a continued plunge in Elke Batista's OGX Petroleum (OGXPY.PK -24.8%). Not helping is today's report of a 2% decline in industrial production in May, about double the estimates. The good news is a drop in swap rates as traders place bets the central bank could stop hiking rates. The Brazil Index ETF (EWZ -3.6%), the Small Cap ETF (BRF -3.8%). [View news story]
    How will OGX get out of this mess? Someone has to step up and buy the company. If reserves are real then maybe a great buy?
    Karlis Ullis, MD
    Jul 2 10:22 PM | Likes Like |Link to Comment
  • First Manhattan summarizes what it considers to be the "key facts" in its verbal jousting match over Qsymia with Vivus (VVUS): 1) The company is pursuing "a path to nowhere" with a decentralized procedure in the EU; 2) The company's expense structure is "unsustainable" with "spiraling" SG&A costs; 3) Management has "demonstrated profound ignorance of consumer out-of-pocket price sensitivity". (Also: VVUS recommends vote against First Manhattan's directors, calls short seller claim in advisory firm's letter "outlandish") [View news story]
    I have followed the drug development for long time. A good drug with bad PR. Too expensive and not patient or doctor friendly. I have not even seen a sales rep. They need to bought out so a good drug (Qsymia) is more easily available.
    I would not short it. It think it is a good long term buy on dips.
    Karlis Ullis, MD
    kullismd@gmail.com
    Santa Monica, CA
    http://bit.ly/JdtaAH
    Jun 29 04:14 PM | Likes Like |Link to Comment
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