When looking at bio stocks these days, I see so many pump and dump plays with retail defending some terrrible decisions on stockhouse. Stocks saying Covid 19 and taking a price from cents to dimes then massively dilluting shareholders with toxic financing with warrants etc. This reminds me of the tech boom when every stock was going up cause retail didn't know what was real. here is my morning coffee DD to save you time
First thing you should do is look at insider ownership: Arch - 55% - TD WATERHOUSE INSIDER
Second, are thier warrants outstanding? Arch - Zero Warrants outstanding - MD&A - March 2, 2020
https://www.sedar.com/FindCompanyDocuments.do Insider Buying? PAST 6 Months! CEO - 84,000 shares - March 24,2020
- 420,000 Options excersiced - Jan 24, 2020
https://www.canadianinsider.com/node/7?menu_tickersearch=ARCH+%7C+Arch+Biopartners They must have done a huge raise when they went from .36 - $1.80 though... right? WRONG: January 29, 2018 - 55,229,679 common shares issued and outstanding
March 2, 2020 - 59,882,302 common shares issued and outstanding
https://www.sedar.com/FindCompanyDocuments.do Does Arch have Patents for thier science? Metablock - Multiple Patents - Drug Library - Commercial rights
https://www.archbiopartners.com/index.php/investor-hub/fundamentals/press-releases-live/154-arch-biopartners-discloses-new-patent-filing-for-novel-drug-candidates-to-prevent-lung-inflammation https://www.archbiopartners.com/index.php/investor-hub/fundamentals/press-releases-live/32-press-releases-2019/144-arch-biopartners-announces-issuance-of-us-patent-for-dipeptidase-1-inhibitor-drug-for-use-in-acute-kidney-injury AB569 - Drug Patent - Commercial rights (Oddly enough, I got in for this drug)
https://www.archbiopartners.com/index.php/investor-hub/fundamentals/press-releases-live/31-press-releases-2018/119-arch-biopartners-announces-issuance-of-us-patent-for-its-novel-antibacterial-drug-ab569-designed-to-target-chronic-infection-and-antibiotic-resistance Have they recieved Gov Grants Before? TO BUILD A DRUG LIBRARY!!! https://www.archbiopartners.com/index.php/investor-hub/fundamentals/press-releases-live/32-press-releases-2019/132-arch-biopartners-awarded-nrc-irap-funding-to-further-develop-metablok-drug-program Do these drugs work though? Publications and Videos of science working in animals: Metablok -
https://www.cell.com/action/showPdf?pii=S0092-8674%2819%2930782-2 -
https://www.archbiopartners.com/index.php/our-science/our-key-platforms/metablok AB569 -
https://www.globenewswire.com/NewsRoom/AttachmentNg/9328b8b7-9f45-4361-915c-3a569b3716a0 Why is Phase 2 important? Metablok has potential to work in the LUNG, KIDNEY AND LIVER, Management knows this and the Phase 2 will now test LUNG and KIDNEY. This massively reduces the risk and greatly increases the reward IMHO. The Kidney alone has no competition and a treatment market of 1,000,000 a year. Industry compareables for a 14 day treatment run $3,000-5,000. This is 3-5 billion revenue a year market WITH NO COMPETITION. Arch Market cap 86 million.... The primary endpoint is to prevent the development of life threatening acute respiratory distress syndrome (ARDS) in patients early in the course of COVID-19.
A secondary endpoint of the Phase II trial is to
prevent kidney inflammation and injury, which also contributes to mortality and occurs in
up to 30% of patients with severe COVID-19.
OK, Who is the ARCH chief Scientist? (He might just know about the kidney) Dr. Daniel Muruve
Chief Science Officer and Co-Founder
Daniel Muruve is a Professor in the Department of Medicine at the University of Calgary. He graduated from the Faculty of Medicine at the University of Manitoba in 1989 and has undertaken extensive post-graduate medical and scientific training over 10 years at the University of Calgary, Harvard University and the University of Lausanne. Dr. Muruve is a certified kidney specialist and a basic scientist with expertise in the biology of kidney disease and the molecular basis of inflammation and the immune system. He is an AHFMR Clinical Senior Scholar and
holds a Canada Research Chair in Inflammation and Kidney Disease. But who is on the Arch Board and Advisors? Adrian Haigh
Director
Adrian Haigh was recently Senior Vice President, Commercial Operations and Chief Operating Officer of Gentium GmbH,
playing a pivotal role in the sale of Gentium to Jazz Pharma for $1 billion in December 2013. Prior to joining Gentium, Mr. Haigh served as Regional Vice President, Commercial Operations at Biogen Idec where he managed the global distributor business. From 2002 to 2007 he held leadership positions at Amgen, incl. General Manager of Portugal and Scandinavia and Head of the $1.5b International Oncology Franchise. His career also includes management positions with SmithKline Beecham, Schering-Plough, Organon and Novo-Nordisk.
Patrick Vink
Strategic Advisor
Dr. Vink is a well-known and active member of the European and North American life sciences community. In 2012, Dr. Vink joined Cubist Pharmaceuticals, a company focused on developing new antibiotics to treat drug-resistant bacterial infections. At Cubist, he served as Executive Vice President and Chief Operating Officer until the company was
bought by Merck for a total transaction value of $9.5 billion in 2015. Previously, he has held several leadership positions across the pharmaceutical industry, including Senior Vice President, Global head of Hospital Business and Biologics of Mylan Inc. (2008-2012), Head of Global Business Franchise Biopharmaceuticals at Novartis Sandoz (2002-2006), Vice President of International Business at Biogen (2000-2002) and Head of Worldwide Marketing, Cardiovascular and Thrombosis at Sanofi (1997-2000). Dr. Vink also was a member of the executive committee of the European Federation of Pharmaceutical Industries and Associations between 2013 and 2015. He is currently active as an advisor to the Life Sciences sector, serving as Chairman of Targovax in Oslo, Norway (immuno-oncology) and Santhera in Basel, Switzerland (rare diseases) and also on the board of directors of Acacia Pharma and Spero Therapeutics.
Richard Muruve
CEO, Director, Co-founder
Mr. Muruve co-founded Arch Biotech Inc. with the Arch Inflammation team in 2006. Arch Biotech operated as a private company for four years and motivated the formation of Arch Biopartners in 2010. At that time, Arch Biopartners simultaneously acquired the commercial rights to the brain tumour targeting and peptide-solid surface technology platforms, launching the portfolio approach to drug development that Arch continues to oversee today. Prior to Arch Biotech, Mr. Muruve was a
Vice President at Bank of Montreal where he spent 12 years in the Investment Banking Group. Mr. Muruve has a MBA from the University of British Columbia.