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BAFERD21

33 posts

Posts (33)

BAFERD21 IPIX 5 years ago #21

I hate to disrupt the cult meeting Buster Bob and Chumbo are having this morning...

There was a press conference a few weeks back where Fauci talked about antivirals in trials, but stated “they are understandably reticent to discuss them publically” or something to that effect. It was soon after that fda added innovation to the verboten list for employees of fda... now that Merck/Ridgeback has all but canned molnupiravir, who is left for competition in the true antiviral category?

BAFERD21 TRIL 5 years ago #22

PT for conference:

I think announcement of 622 results alone is going to be a major catalyst, but it was surmised/intimated that combo studies would be announced/discussed that day - expanded solid tumor application, etc. I believe that solidly puts tril at the stage where 47inc was when they took off.
As such, I’m very bullish that this carries us up to 20-40$ range, which will be a buyout zone.

BAFERD21 IPIX 5 years ago #23

George Mason in vitro studies showing synergy have to be a set up for phase 3 trials to have a combo arm. Let’s see what Gilead does with this...

BAFERD21 IPIX 5 years ago #24
BAFERD21 IPIX 5 years ago #25

Covid cases rising in Illinois (research site is suburban Chicago), Michigan (Detroit is 60 miles from the Toledo research site - Ohio/Michigan border), and there’s an uptick in Louisiana (Metairie research site is suburban NOLA).

Hopefully now that full 5-day dosing is authorized, we see enrollment complete this month (if cases only came from these three sites, excluding the dozen Russian sites, only one a day each from each site and enrollment would be full after 30 days).

Given the number of sites, the fact that they have data from 1/4 (meaning apparatus is up and running), I have to think as early as May is a reasonable time frame for completing the study.

BAFERD21 IPIX 5 years ago #26

Correction to last post: would Gilead (not Pfizer) be more likely to buyout Innovation or pay royalties to produce a combination therapy if synergistic with Brilacidin?

BAFERD21 IPIX 5 years ago #27

So would a Pfizer be more likely to straight up buyout the company if Bril is synergistic with remdesevir or pay royalties fir a combination therapy?

BAFERD21 IPIX 5 years ago #28

Someone is making serial 100k share buys...

BAFERD21 IPIX 5 years ago #29

WallStreetIsNotEasy,

You must be new to biotech, so I’ll help. Wall Street reacts to biotech when things are in clear and simple terms. Usually that happens after someone interprets a study result for them - like someone has a press conference, in this case someone Fauci-esque or has CDC/NIH/BARDA in their title.

Please sell your shares - some of us would like more ;)

BAFERD21 IPIX 5 years ago #30

Buster Bob - did hertz have a new product or were they still renting cars?

Good post though.