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Started By
Message
Posted on 12/17/21 at 9:51 am to ynlvr
quote:XBI rallying. Finally. Will it hold?
Why is going on today? Overall market in the tank. Yet, AUPH, BCRX, NVTA, CFMS All up between 7 and 10%!
Posted on 12/17/21 at 10:02 am to bayoubengals88
Please be kind to me today.
Ho Ho Ho!
Ho Ho Ho!
Posted on 12/17/21 at 1:03 pm to bayoubengals88
One of those weird days where the market is way down, but my portfolio is up just about 1.5%. I'll take it.
Posted on 12/17/21 at 1:58 pm to bayoubengals88
Nice action today! Hopefully we rally into close.
I'll throw out a highly speculative BIO play if anyone is interested in a scratch off.
BCLI - They just had their phase 3 peer review come out on their drug Nurown. This drug has proven that it can make a difference in lives of people with ALS. As you know there isn't much out there for people battling this disease.
Last night the Senate unanimously passed the ACT for ALS bill. This is on the way to the President's desk for a signature. This bill will make it easier for ppl with ALS to gain early access to promising therapies that have yet to get FDA approval. LINK
This will put a lot of eyes on the entire sector. BCLI's market cap is peanuts at just 125 million. The next big event would be the submission of the BLA. The new bill would give the FDA the right to grant accelerated approval with conditions such as a phase 4 trial. Of course nothing is promised, but I like to think that the time has come for the people battling ALS to have an option.
I'll throw out a highly speculative BIO play if anyone is interested in a scratch off.
BCLI - They just had their phase 3 peer review come out on their drug Nurown. This drug has proven that it can make a difference in lives of people with ALS. As you know there isn't much out there for people battling this disease.
Last night the Senate unanimously passed the ACT for ALS bill. This is on the way to the President's desk for a signature. This bill will make it easier for ppl with ALS to gain early access to promising therapies that have yet to get FDA approval. LINK
This will put a lot of eyes on the entire sector. BCLI's market cap is peanuts at just 125 million. The next big event would be the submission of the BLA. The new bill would give the FDA the right to grant accelerated approval with conditions such as a phase 4 trial. Of course nothing is promised, but I like to think that the time has come for the people battling ALS to have an option.
This post was edited on 12/17/21 at 2:03 pm
Posted on 12/21/21 at 11:03 am to Turftoe
Great start to the day for AUPH!
What's the board's thoughts on this? Wondering if I should jump in now while it's at $3.40 a share. I could add this to BCRX and AKBA as things I'm hoping to grow in 2022.
quote:
BCLI - They just had their phase 3 peer review come out on their drug Nurown. This drug has proven that it can make a difference in lives of people with ALS. As you know there isn't much out there for people battling this disease.
What's the board's thoughts on this? Wondering if I should jump in now while it's at $3.40 a share. I could add this to BCRX and AKBA as things I'm hoping to grow in 2022.
Posted on 12/21/21 at 11:33 am to ShootingsBricks4Life
quote:
BCLI - They just had their phase 3 peer review come out on their drug Nurown. This drug has proven that it can make a difference in lives of people with ALS. As you know there isn't much out there for people battling this disease.
What's the board's thoughts on this?
Skeptical
They have shown molecular biomarker changes with the use of their drug, but not correlated the use to clinical improvement (or slowing down progression of disease)
The argument could be made that this is the same as what motivated the approval and widespread use of statin drugs - but I think that's a bad thing and stating drugs will eventually be discontinued as they continue to produce questionable outcomes
Posted on 12/23/21 at 12:15 pm to molsusports
Both of these seem to be pumping nicely
Posted on 12/23/21 at 2:49 pm to jimjackandjose
It appears that the biotech sector is out of the dumps. I follow the sector using XBI.
It bottomed out around $105 and now is closing in on 120 (which was the former low). Let’s see if it can break through and form new highs in January $135+
Regarding AUPH, we’re currently in a great spot. Very healthy no matter how you look at it.
It bottomed out around $105 and now is closing in on 120 (which was the former low). Let’s see if it can break through and form new highs in January $135+
Regarding AUPH, we’re currently in a great spot. Very healthy no matter how you look at it.
Posted on 12/24/21 at 1:05 pm to bayoubengals88
RX count this morning (for last week) was highest ever.
20 total, 11 new.
A2 data is really gonna bring in the revenue.
20 total, 11 new.
A2 data is really gonna bring in the revenue.
Posted on 12/24/21 at 3:26 pm to bayoubengals88
MMs are gonna have a hard time justifying keeping the price under $25 in the short term with A2 data and script #’s ramping up. That’s why I think BO is within fingertips’ reach.
Posted on 12/26/21 at 9:53 am to Crescent Connection
Courtesy of
"LordDragon"
@IamLordDragon
Posted on 12/26/21 at 9:59 am to bayoubengals88
Assuming that they are still going it alone in March I would think that the prescription counts may take another step up.
There are no alternatives and AUPH can now show efficacy through three years
There are no alternatives and AUPH can now show efficacy through three years
Posted on 12/26/21 at 9:39 pm to bayoubengals88
Those charts show a pretty obvious plateau
Posted on 12/26/21 at 10:37 pm to jmcwhrter
The increase in prescriptions did slow between quarter three and four.
However I think the 36 month A2 readout in the 4th quarter plus SOC by default puts them in a more favorable position going forward.
I would want to see 2022 Q1 results for new prescriptions increased over 2021 Q4. That should be doable
However I think the 36 month A2 readout in the 4th quarter plus SOC by default puts them in a more favorable position going forward.
I would want to see 2022 Q1 results for new prescriptions increased over 2021 Q4. That should be doable
Posted on 12/27/21 at 7:41 am to jmcwhrter
quote:You could also say that Q4 count is higher than 1-3 combined, and we have two weeks of reporting left.
Those charts show a pretty obvious plateau
Qs1-3 combined for 22.5 million in revenue. If Q4 produces 25 million then we are at the top end of Peter's 40-50m guidance for 2021.
But yes, A2 data will be the game changer in 2022.
Posted on 12/27/21 at 12:03 pm to jmcwhrter
quote:
Those charts show a pretty obvious plateau
So looking at that data i think there are a couple stories to tell.
1. Is plateau is happening growth was slowed between Q3 and the Q4 numbers so far.
2. We're in a holiday so Q4 was pretty much done a week more ago. Q4 has other holidays too that removed working days. In my professional services world it's always my weakest quarter work hours wise.
3. A2 data read out + benlysta failures should fuel growth next year.
4. Omicron definitely is pushing people to be careful again. Especially with holiday travel and events. Lots of family was talking about masking up or avoiding other events due to the covids. Immuno conscious people i would imagine even more so.
I think there is more market share to tap and i think the competition is weaker next year. I'll hold steady for now.
Posted on 12/27/21 at 7:10 pm to oklahogjr
I really wish I had bought more than 6 shares in the 17s.
Those shares are up more than 33% in a short time.
We’re at $24. That was firm resistance before the Bloomberg rumor on 10/22.
But since then we’ve had earnings and the all important A2 data.
I think $28 is now possible without buyout talk.
Those shares are up more than 33% in a short time.
We’re at $24. That was firm resistance before the Bloomberg rumor on 10/22.
But since then we’ve had earnings and the all important A2 data.
I think $28 is now possible without buyout talk.
Posted on 12/27/21 at 7:17 pm to oklahogjr
quote:
Omicron definitely is pushing people to be careful again. Especially with holiday travel and events. Lots of family was talking about masking up or avoiding other events due to the covids. Immuno conscious people i would imagine even more so.
I'm surprised how true this seems to be. But I am seeing more people in masks again.
I see appealing travel deals but hell if want to deal with whatever new vaccine booster and quarantine landmines are going to suddenly emerge
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