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An Update On Some Stocks I Follow

Hi everyone, here is a quick update on some stocks I cover or follow that I hope may be helpful to you.

ATBPF  Antibe has enrolled their last patient in their p2 GI-safety trial and is on track to report their topline results in 6 weeks.  This PR was on Jan 29, 2018, which will make the topline result around March 12, 2018 or earlier.  Here is a 5 min interview of the CEO recently.

PFSCF  Prometic is still expecting to hear from the FDA on their BLA in congenital plasminogen deficiency any day now.  The latest date is April 13, 2018.  Here is their latest company update on IPF program.

TSTIF  TOS3 took a major hit recently due to a recent PR on their new negotiation with their partner in term of US distribution.  The sell-off is an over-reaction in my opinion.  The company is waiting for the FDA's decision on their expanded claim in Q1, 2018, which should be a positive catalyst for this stock.

I have come across some new stocks which I have not covered in the past but will mention it here in case some of you want to check them out.

CHEK  Check cap is a Israeli medical device company that has a better way for preparation-free, colorectal cancer screening.  They have obtained EU market approval in Jan 2018 and is said to conduct pivotal trial for FDA approval in US in 1H 2018.  A nano cap company, maybe interesting for some to do further DD on it.

PTI took a over 30% hit on Feb 1 on no material news of their own, but I think that it is due to the fact that their CF drugs are perhaps in competition of Vertex's drugs.  Vertex released their news on Feb 1 indicating that they will begin 2 phase 3 on next generation regulators to improve the efficacy of their own approved combo treatment.  

SMMT report positive interim data in their DMD trial and the full data is expected in Q3, 2018.  Unlike PTI's situation with Vertex in CF space, SRPT (has the only DMD approved drug, though only for 13% patients) is SMMT's partner.  SMMT's approach is targeting the root cause.  If the topline results are as positive as the interim, it should be a significant catalyst for the stock as DMD remains a significant un-met medical need of considerable market size.

That's all for now.  I hope that this may be helpful to some.  Let me know if you have any question and I'll try my best to answer them.

Disclosure: I am/we are long PLX, PFSCF.