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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (10908)	8/5/2016 3:23:34 PM
From: tuck	Respond to of 12215

Re: CARA CC >>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.<< My ears heard management agreeing with that. But I'd think the confirmatory trials be quicker to start and finish. Or is is there some suggestion of a P4 or conditional approval based on current/to be started trials? I came close to adding on this drop, but it's gone. Been a wild one on subtle signals lately, CARA has. TIA & Cheers, Tuck

To: Biotech Jim who wrote (10908)	8/6/2016 2:59:45 PM
From: IRWIN JAMES FRANKEL	Respond to of 12215

I bought the CARA dip too. Could not see any reason for the drop and the close suggests there was no reason. ij

To: Biotech Jim who wrote (10908)	2/9/2017 12:22:22 PM
From: tuck	Read Replies (2) \| Respond to of 12215

Re: CARA competition Hey, BJ, With CARA's readouts coming up soon, we can worry about commercialization :>) A recent Motley Fool article noted TRVN (already discussed here) and Pacira's Exparel. The latter is a local analgesic amide in foam (bupivacaine, a generic). It's typical SE profile (incidence >10%) includes nausea, constipation, and vomiting. It had $240 million in 2015 sales. Do you or anyone else have thoughts on 845"s launch performance? Assuming good readouts, and some kind of price spike, I would expect said spike to be somewhat limited since the stock has almost four bagged off of lows. Since they need to finance, I would assume they'd do it pretty quickly in this scenario to gear up for launch. As such, I'd be selling half my position into the spike, and looking to buy it back open the announcement of financing. Cheers, Tuck