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Posted On: 05/15/2017 4:00:55 PM
Post# of 72447
Another SLC post:
slcimmuno Member Level Monday, 05/15/17 03:35:30 PM
Re: ericseb2003 post# 182094
Post # of 182123
think the rise was attributable to various factors --
-we were overdue for a reversal;
-Longs, like you say, re-asserting themselves on the Board (boosting confidence);
-Shorts perhaps getting more ancy, coughing up their carrots (fearing a PR that drops like a bomb)
-and most importantly, the impending mid-phase data readouts.
CTIX science has always been strong and now we'll see, and see soon, just how strong... we know they've signed CDAs w Big Rx so the vetting is underway.
as to the candidates:
Prurisol -- could be the Anchor for a rather large deal IMO if we meet, or better, beat handily, those Apremilast PASI numbers.
Brilacidin IBD -- though the data isn't as far along, might yield a smaller partnership as the IBD efficacy bar is much lower -- biologics not as good as in PsO, more debate over scoring systems (how to define "clinical remission"
. that B already has shown strong MMDAI remission scores, Full and Partial, further supported by endoscopy subscores, speaks to its potential, particularly once foam/gel formulations are done (enter a Partner here ideally)... UC and Crohn's are large markets with considerable unmet needs.
Brilacidin OM -- showing early signs of perhaps being the only drug to prevent Severe OM, not just delay. if you were a Pharma in the Onc space wouldn't you want to have such a drug? your sales reps entre into selling other anti-cancer meds? once more patients are treated i would think CTIX might perform another early interim look to see if the efficacy stays consistent. if so, could possibly close it out early.
Kevetrin -- a ways off, but the first p53-activating drug approved will radically change cancer care.
hold on tight, cause $51.53 ain't a stretch should the pipeline have some time to deliver on its potential. issue may come down to getting an offer Now that is too hard to pass up on.
slcimmuno Member Level Monday, 05/15/17 03:35:30 PM
Re: ericseb2003 post# 182094
Post # of 182123
think the rise was attributable to various factors --
-we were overdue for a reversal;
-Longs, like you say, re-asserting themselves on the Board (boosting confidence);
-Shorts perhaps getting more ancy, coughing up their carrots (fearing a PR that drops like a bomb)
-and most importantly, the impending mid-phase data readouts.
CTIX science has always been strong and now we'll see, and see soon, just how strong... we know they've signed CDAs w Big Rx so the vetting is underway.
as to the candidates:
Prurisol -- could be the Anchor for a rather large deal IMO if we meet, or better, beat handily, those Apremilast PASI numbers.
Brilacidin IBD -- though the data isn't as far along, might yield a smaller partnership as the IBD efficacy bar is much lower -- biologics not as good as in PsO, more debate over scoring systems (how to define "clinical remission"
. that B already has shown strong MMDAI remission scores, Full and Partial, further supported by endoscopy subscores, speaks to its potential, particularly once foam/gel formulations are done (enter a Partner here ideally)... UC and Crohn's are large markets with considerable unmet needs. Brilacidin OM -- showing early signs of perhaps being the only drug to prevent Severe OM, not just delay. if you were a Pharma in the Onc space wouldn't you want to have such a drug? your sales reps entre into selling other anti-cancer meds? once more patients are treated i would think CTIX might perform another early interim look to see if the efficacy stays consistent. if so, could possibly close it out early.
Kevetrin -- a ways off, but the first p53-activating drug approved will radically change cancer care.
hold on tight, cause $51.53 ain't a stretch should the pipeline have some time to deliver on its potential. issue may come down to getting an offer Now that is too hard to pass up on.
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