Another SLC post: slcimmuno Member Level Mond
Post# of 72440
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.