To: All of you who follow Cellceutix, these are some of the golden apples in pictures of silver. All of the below have been harvested from Investors Hub. My 2 cents worth is at the bottom.
|Thursday, 08/07/14 04:24:07 PM|
|Re: Astavakra post# 64621|
|Post # of 65159|
Brilacidin has no serious competitor--as yet!
Doesn't it seem kind of odd that an antibiotic (Orbactiv), as effective as vancomycin, with a single-dose therapy, would take 7 years to reach peak U.S. sales of $150 million? Given the bacterial resistance problem, wouldn't the 1-day dosing aspect make this drug more valuable?
My short answer to both questions is--not really! Vancomycin belongs to the glycopeptide class and Oritavancin (Orbactiv) is a lipoglycopeptide and, thus, belongs to the same class as vancomycin. That Orbactiv belongs to this class suggest to me that it carries some of the bacterial resistance 'baggage" that comes with this class.
Antibiotic resistance for the glycopeptide class was identified in 1986. More specifically, there are 3 classes of vancomycin-resistant staphylococcal aureus, but the one I find most interesting is the class called vancomycin-intermediate staphylococcal aureus (VISA), because it is also called GISA (glycopeptide intermediate staphylococcal aureus) which indicate it is resistant to all glycopeptide antibiotics. This suggest that even before Orbactiv hits the market there is already a class of bacteria resistant to it. A one dose regimen of Orbactiv used against one of these strains might even aggravate the problem of antibiotic resistance. I am not a scientist nor do I have a particularly strong background in science, but my reading of the relevant literature logically suggest this could happen.
Bacterial strains in the VISA/GISA class have a thickened cell wall and seem to have figured out how to impede the effectiveness of glycopeptide antibiotics.
The 'holy grail' in antibiotics is said to be a single-dose therapy, but I don't think this is exactly correct. If a person with GISA is misdiagnosed as MRSA and prescribed Orbactiv then the bacterial resistance problem could be worsened, because what doesn't kill them makes them stronger. Once Brilacidin achieves single-dosing I think it will represent the true 'holy grail', because, along with single-dosing, there is no known bacterial resistance. I believe it is these 2 attributes, single-dosing and no known resistance that constitutes the 'holy grail' and none of Brilacidin's adversaries possess both.
|cabel||Wednesday, 08/13/14 08:45:48 AM|
|Re: 1400 post# 65101|
|Post # of 65159|
Because of it's extreme potential and such amazing animal tests results and the fact we are now at 215mg without side effects and the fact we have been told by the company that we have stimulated the p53 gene and we have acheived tumor stoppage and shrinkage in certain patients.
That's already a lot!
|Dr Jerry||Tuesday, 08/12/14 01:54:05 PM|
|Post # of 65160|
Brilacidin is going to keep CTIX going flush full of money
Prurisol will be successful and partnered with Celgene royalties galore
Kevetrin is going to make all longs millionaires like intercept !!!
Call Me Crazy Made The Post Below
if K proves efficacious in clinical trials it may be able to assist in the treatment of about half of all new cancer cases...
The profoundness of this statement, while known to most posters on this board, seems to get lost in all the short-term chatter.
According to ASCO, the number of new cancer cases in the U.S. is expected to increase 45% by 2030, from 1.6M cases to 2.3M cases annually. If K proves to have the broad effectiveness its creator thinks it has, then this suggest that between now and 2030 K could address a market of between 800K and 1.15M every year.
According to oncologist Dr. Jeffery Ward, today, the average cancer drug cost $10K per month. He further added that if we don't control cost in 20 years the average cost of a cancer drug will be $100K per month (K will be off patent by then and a generic K should have a cost lowering effect).
Keep in mind that this is just K in the U.S. According to the WHO, worldwide between 2012 and 2030 new cancer cases will grow from 14M to 21.6M annually, pushing K's worldwide revenues off the chart.
After K proves itself, a question for long-term holders is: When Do I sell? Most of us have rather large positions and will undoubtedly sell some as CTIX's S/P rises, but when should we liquidate the whole position? I think Warren Buffett provides the best advice I've read on this subject:
"...when we own portions of outstanding businesses with outstanding managements, our favorite holding period is forever."
Kevetrin and Brilacidin, both appear to be on threshold of being understood as MEGA BLOCKBUSTERS. I think the highest degree of risk is to be short rather than long. However both well timed are certain to make money.
|BigKahuna||Friday, 08/15/14 10:47:49 PM|
|Re: etradeedge post# 65398|
|Post # of 65403|
The least dilutive and highest value way to bring multiple drugs to market is to license one following successful Phase 2 or ahead of Phase 3 trials to pay for the remaining pipeline. Anything else, other than the appearance of an angel, is pure greed and folly. I've watched too many try to go it alone and fail. Please look at Polymedix as a very good example of going it alone when there is an entire stable to exploit during times when flush to pay for a lead platform.
$500 million over 3 to 5 years with a backend royalty of 15% should be enough for anyone when there are 6 more drugs against as many diseases in the pipe just waiting for trials and approval to market.
My 2 cents worth. I believe that the 3.9% CTIX position that I have imagined a hedge fund or major taking is in process of happening now. I do not know, I believe.
These Are All Excellent Insights Ella Ruth