Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (10907)	8/5/2016 2:44:40 PM
From: Biotech Jim	Read Replies (3) \| Respond to of 12215

I did listen to the CARA conf call, and I will make a few comments, only touching on the negatives. First, I thought the discussion with the analysts about drug efficacy/drug levels was clumsy, and they were not prepared for such, and should have been. My discussion was quite clear, I hope, and they need to teach the analysts the pharmacodynamic and drug level relationships in the prior efficacy reads in man. They should reach out to these analysts to clear things up in that regard. Second, due to the adaptive trial designs, some may think that dose-response relations will not be seen in the current/to be started Ph2/3 trials. Then, if either of these qualifies as a Ph3 efficacy read, then that study requires repetition as per Fed requirements. So, some see the time frame as quite a bit out. Third, they have $$ to Q1 2018 I believe. So they will need to raise some $$ somewhere, somehow. After all, CARA is a less than $200M market cap company with solid efficacy data and ongoing Ph3 trials. So I bought some on yesterday's drop, but decided to cancel my orders this am. Fear and greed, and my limbic system and all that.