Posted by EricSeb on the other board: ericseb20
Post# of 72440
ericseb2003 Tuesday, 05/31/16 11:52:35 AM
Re: None
Post # of 149598
More than ever...
...this is an unreal spectacular opportunity for those with the available funds to accumulate CTIX. I really and truly wouldn't mind cheaper prices over next few months, as the future has never been brighter.
Back when I first started investing in this company many years ago, they had two promising pre-clinical compounds that were totally untested and unproven in humans. On paper their was potential, but both safety and efficacy were completely unknown for homo sapiens.
Along my journey with this stock, we unexpectedly (but serendipitously) picked up for a song a third highly promising drug platform (Brilacidin and defensin-mimetic analogues). The ABSSSI P2B trial could not have knocked it any further out of the park, a resounding success, and we're on the verge of a P3 trial that should start by end of summer (with interim results due in early 2017). B-OM top-line interim results are likely by late June/early July. And gram - pre-clinical work could be revealed at any point. This franchise alone makes CTIX worth many many multiples today's price, and imo, B-ABSSSI P3 interim results in early 2017 will finally allow the market to price in this outstanding platform.
Now, K has successfully completed a Phase I trial unequivocally proving itself safe, and showing intriguing hints of efficacious impact in spite of the many well-covered limitations of that trial (e.g., extremely sick patients, very low dosage, short half-life needing higher frequency of dosing, etc.). We're on the verge of a pivotal P2 trial for our most promising target, ovarian cancer, with a much more ideal dosing potency and frequency - which should finally allow us to see just how solid a cancer fighter Kevetrin may be. Other trials should follow (i.e., pancreatic, AML, etc.) Obviously, this drug has multi-billion potential, particularly due to it's terrific safety profile, and all it takes is one successful P2 proof of concept with regards to measurable efficacy for the market to really start to price Kevetrin in.
And finally, we have the recently completed Prurisol P2 proof of concept trial. Always the riskiest of our compounds, this drug once posed to me alarming downside potential (if it proved to be a dud), but guess what, IT WORKS!!! P no longer lurks like the sword of damocles, ominously hanging over our heads. Instead, it now looks to have the potential to be a highly legitimate game-changer in the treatment of psoriasis, way more tolerable than nasty biologics. An extremely safe, easily administered, efficacious drug that might only prove better and better at slightly higher doses and a more targeted patient population. With our 505((2) pathway, a P3 could be launched later this summer, or we may find an imminent partner, and flesh out more optimized dosing, etc. in more P2 trials. Regardless, this former red-headed step child has grown-up, and has matured into a big-time winner with the brightest of futures (eczema and dermatitis indications would be blockbuster, btw).
Anyhoo, I know this message (of our stock's great future potential) will come off as old and worn out to a few of the long-termers here, but such is the plight of biotech investing. It's not a get rich quick kind of thing. Drug development always seems to take longer than expected, and will ultimately test all the patience one has, but if/when a drug does prove out and is brought to market, the reward for such patience is exponential.
Unlike when I first bought in, all THREE OF OUR DRUGS, have now been tested in humans. What a difference. A huge derisking. Unequivocally, all three are safe! The human body seems to tolerate Kevetrin, Brilacidin, and Prurisol without issue. All three of shown hints of efficacy. With Brilacidin being the most proven, and Prurisol the next, and Kevetrin about to start a P2 that could complete the trifecta. This is as good as it gets folks. Not many biotechs in all the world that have three such diverse and promising platforms. This company more than ever does indeed look to be the next REGN. Critics can attack management, attack timeliness, attack other periphery issues, but the science is more unassailable then ever!
Only risk is dilution. But Leo has shown time and again he's very shareholder friendly on this issue, and I'm sure he'll do his best to minimize this one last major hurdle. If we can finance our trials, then it's only a matter of time. Not if, just when.
Tic toc,
e