momo-T/FIF Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : momo-T/FIF

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Biotech Jim who wrote (11355)	12/17/2018 5:24:51 PM
From: tuck	Read Replies (1) of 12215

ACH-4471 not to be commercialized as monotherapy. Combo data looks good, but there's the cost problem of combos. Gunning for mono therapy with ACH-5228. I think this is smart in the long run, as the compliance of the shorter half life 4471 could be an issue of concern. But of course, that means losing a year or two in bringing a truly differentiated drug to market. And the stock is being punished for that. Also, analysts note the C3G trial has been enrolling a bit slowly. Company says they expect acceleration of enrollment going forward, as they now have all sites up and running. We'll see if that turns out to be so next quarter, perhaps. Listened to the call, but could not manipulate the slide deck. Presumably a parseable one will be posted shortly. I have a very small sold put position that will be slightly underwater tomorrow. Not sure if I'm going to close it or roll it. Cheers, Tuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next