RE:Back on Stockhouse! Really?
Another "fake" long trying to introduce FUD.
So easy to see through.
See ya buddy!
bfw
CandideV007 wrote: Hey guys,
I think I used to write on these boards with the alias horla47 5 years ago during the Egrifta era... I've been out of the market from this time, but took a look back at my investments recently. Most of them were risky, and turnout as being awfull. However, there was a light to save me, and it is Theratech. It actually managed to save me A LOT of money.
That said, I am now wondering what to do with this stock since I'm waaay to heavy in this stock (think about around 50%!). Therefore, I'm reading about the perspectives of this company to decide about a strategy.
I do remember how sad I got the day TH received FDA approval for Egrifta... because the stockprice fell from 3 or 2 $ I think. I now wonder if we should not expect the same future from Ibalizumab decision. Being a biologist, I'm familiar with the sience behind this drug, and I've been following the rise of several similar drugs (ex: Humura, Remicade, etc).
So I'm willing to read as much as I can right now. By this time, I would be happy to get your feedback by answering these questions and providing key links. I think that providing a list will also help anyone to do the right DD regarding this company.
1. What's is the deal between TaiMed and Theratechnologies (risk/reward for each company)?
2. What is the estimated cost of this treatment, and will insurance companies and government be willing to pay for it? Are they any case studies of a biological drug for people living with AIDS that insurance companies pay for (not egrifta... I'm talking about antibodies)?
3. Preclinical studies have been started over 15 years ago... how come it took so much time for this drug to reach the final clinical stage? I need to go back to the TaiMed deal to understand this one... I feel that specialists didn't believe in this drug. (source: https://www.ncbi.nlm.nih.gov/pubmed/11893418 )
4. From my understanding, this antibody comes from a design, and was not identified through reverse engineering as it has been the case for this antibody: 3BNC117. Odds are that this one might have a brighter future only because it was raised in the environnement it will need to be effective in.
5. I read that the binding site for this antibody on CD4 should not prevent this protein from performing its normal task. Was that shown during the phase II studies?
6. Is the drug strickly aimed towards ART-resistant patients? I ask the question because if the drug is going to remove patients from ART, that means less potential users for Egrifta. I know the market size is totally different, but still, the question has to be asked.
7. What and where is the competition? (beside the 3BNC177 antibody)
So that's it. I learned with time that even good drugs don't translate into $ because of commercialization issues and competition. I want to make sure I have the big picture here.
Thanks for your feedback!