coldnewfie's Profile

Born and raised in Newfoundland and currently residing in Alberta, thus a cold newfie.

coldnewfie's Posts

Re: Piper's 17 biopharma surprises for 17

Thanks Bear, It just caught me attention and thought it might be revelant.


 

over 7 years ago
Re: Piper's 17 biopharma surprises for 17

I was thinking they may have been refering to our Betonmace trial of Apabetalone where these could be positive if in the right group of patients,

over 7 years ago
Piper's 17 biopharma surprises for 17

via Bloomberg


It's that time of year, and Piper Jaffray's Joshua Schimmer takes Byron Wien's famous idea and applies it to his coverage sector with his 17 Surprises For 2017. The list:


Gilead (NASDAQ:GILD) buys Alexion (NASDAQ:ALXN) - maybe more likely after the failure of the Soliris trial


Trump tweets on Biogen's (NASDAQ:BIIB)/Ionis' (NASDAQ:IONS) Spinraza


Jim O'Neill is picked to head FDA and eliminates perverse incentives for using expensive therapies


Allergan (NYSE:AGN) exits primary care


Valent (NYSE:VRX) does a "massively dilutive" capital raise


Seattle Genetics' (NASDAQ:SGEN) Echelon fails


Checkpoint inhibitors' balance tips


Endo (NASDAQ:ENDP) changes its name to Par, sells brand and ex-U.S. assets


An Anti-CGRP breaks the curve


Someone decides to run a CAR-T trial without the CAR. "Maybe an academic center, Miltenyi, a bispecific player, or NKTR will get to the bottom of it with its long acting IL-2 immune activator."


A gene therapy program sees a major adverse event


TEVA cleans house, brings in a non-Israeli CEO


Record year of M&A does not come to pass as companies wait until repatriation happens and the new healthcare agenda becomes clearer.


Industry marginalizes PBMs


PCSK9 scrips don't inflect after CVOT studies read out


Lumateperone (NASDAQ:ITCI) files again.


We may think we are under the radar but don't be fooled we are very much on the list but with no american market listing it will take a bit longer.These guys are predicting a major adverse event in gene therapy. Could this be us?.

over 7 years ago
What is not on the agenda for AGM.

If you look at the Agenda for the Dec 15 AGM it looks pretty boring. Just the usual routine election of officers and a financial statement.


What is not there is any mention of approval of a Regional licencing deal, although Don has stated there will be one before the end of the year, no mention of a progress update on the Betonmace phase three trial. The update after the AGM is what will be interesting. If Don has a regional deal ready to announce, why isn't it on the Agenda for a vote?


This leads me to another question, what happens to these regional deals if Resverlogix is sold or at least Apabetalone(RVX 208) is sold? Could the sale of Apabetalone be the reason Don has not announced the second Licencing agreement? How is Don going to address the Loc coming due Aug 2017? There are many other questions raised by BearDownAR on Nov 25th.


There seems to be a lot of unanswered questions and I hope Don has some answers come the update folowing the meeting. If Don doesn't have answers then maybe that is why he is waiting until the election of officers is completed before updating us.    

almost 8 years ago
ZEL Nasdaq listing

If Don gets a Nasdaq listing through a reverse take over for ZEL, then ZCC will be able to sell the ZEL shares to the market for $1.00 us a share ( Don's Price), This will give ZCC approx. $80,000,000 cash. Now, with no shares in in ZEL what happens to that cash?


I think before anything happens, ZEL BoD will form another company(ZZXY) which will hold ZEN3694 or more compounds. They will list this company on the NASDAQ. The money from the sale of ZZXY shares will come back to ZCC and be used to develope compounds at ZEL or buy Rvx's LoC from Capital Corp, thus taking control of the intellectual property put up for security. Now with ZCC holding RVX's debit and control of the intellectual property it will have control of Resverlogix and not Dart, although Dart will remain a signifant share holder. Good deal for Dart.


This all has to happen before the line LoC comes due in Aug 17. The AGM Dec 15 will have to present a plan to acheive this and they will have to have the reverse take over all ready completed. This meeting is one I think I will attend in person.


Then do this all over again with another compound. I don't think that ZCC and ZEL will ever become publicly traded companies and I agree with QUEST13 that it will be some time before the RPS we hold in ZCC will pay dividends.


Just my own thoughts. DYODD.


 

almost 8 years ago
Who owns ZCC Zenith Capital

If the RPS are held by ZCC and dividends are paid to Zenith Epigenitics ZEN, who decides when ZEN shareholders get paid a dividend?

almost 8 years ago
coldnewfie
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