TD1 - TALI Digital
- Thread starter Deadcat
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Re: AVX - Avexa Limited
as a long time believer (dreamer) ive this stock, im finally out, still keeping
an eye on things, but no more time, i think the dash is done, they missed
the starting gun..
j c
as a long time believer (dreamer) ive this stock, im finally out, still keeping
an eye on things, but no more time, i think the dash is done, they missed
the starting gun..
j c
Sdajii
Sdaji
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Re: AVX - Avexa Limited
I can't really see this being turned around, and don't plan to jump back in, but gee, it would be pretty amazing if it did. I suppose the reason it would be amazing is that it's so unlikely... which is why I don't plan to jump back in... but, I'll keep an eye on it out of curiosity.
The good thing about jumping back at the moment is that they've already had their crash, so don't have far to drop, and if you had solid reason to think there was a strong chance of ATC being picked back up you might see it as a great opportunity. I don't really consider a group of AIDS patients begging for the drug to be continued to be reason though. If the science and economics aren't there, their pleas won't be heard.
Good luck to all holders, I'll be sitting in the audience watching
I can't really see this being turned around, and don't plan to jump back in, but gee, it would be pretty amazing if it did. I suppose the reason it would be amazing is that it's so unlikely... which is why I don't plan to jump back in... but, I'll keep an eye on it out of curiosity.
The good thing about jumping back at the moment is that they've already had their crash, so don't have far to drop, and if you had solid reason to think there was a strong chance of ATC being picked back up you might see it as a great opportunity. I don't really consider a group of AIDS patients begging for the drug to be continued to be reason though. If the science and economics aren't there, their pleas won't be heard.
Good luck to all holders, I'll be sitting in the audience watching
Purple XS2
Yamaha 650 XS2
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Re: AVX - Avexa Limited
Even'n, all:
I'm still in, being obstinate. While I allow myself some grounds for hope that ATC may be salvageable, I'm yet to be persuaded that the Hewett & Crowley spiel (received today) has the answers.
I'll be going to the EGM next month for the entertainment, and there'd better be coffee and bikkies! If any ASFers are going along, look for a grizzled head poking out of a Coelacanth T-shirt, and say "Hi".
I'm looking for answers to 2 ?
1. How come the existing board has switched off the pipeline (Integrase, HCV, etc). Isn't that what the last fund-raising was supposed to fund?
2. Which if any, big pharma partners do the H & C group imagine they can do business with, that haven't already looked at ATC?
After that, to the bikkies ...
P.
Even'n, all:
I'm still in, being obstinate. While I allow myself some grounds for hope that ATC may be salvageable, I'm yet to be persuaded that the Hewett & Crowley spiel (received today) has the answers.
I'll be going to the EGM next month for the entertainment, and there'd better be coffee and bikkies! If any ASFers are going along, look for a grizzled head poking out of a Coelacanth T-shirt, and say "Hi".
I'm looking for answers to 2 ?
1. How come the existing board has switched off the pipeline (Integrase, HCV, etc). Isn't that what the last fund-raising was supposed to fund?
2. Which if any, big pharma partners do the H & C group imagine they can do business with, that haven't already looked at ATC?
After that, to the bikkies ...
P.
Sdajii
Sdaji
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Re: AVX - Avexa Limited
I assumed it was a t-shirt with a picture of a coelocanth on it.
Today's movement in the share price surprised and puzzled me a little. The announcement was interesting though. They really buried ATC comprehensively.
I think the issue with donating ATC to the third world is that ethics committees would say that since it would require more funding to get through the trials here, it wouldn't be ethical to simply use it blindly over there now. Without it being lucrative, no one is going to fund the rest of the development.
There are other economic reasons which are a little more complex, and there may also be some politics along the lines of "Don't spend money keeping AIDS carriers alive allowing them to spread it more, simply let them die sooner, infect fewer, and be less of a drain on the limited economy", although I doubt many would admit to it.
I assumed it was a t-shirt with a picture of a coelocanth on it.
Today's movement in the share price surprised and puzzled me a little. The announcement was interesting though. They really buried ATC comprehensively.
I think the issue with donating ATC to the third world is that ethics committees would say that since it would require more funding to get through the trials here, it wouldn't be ethical to simply use it blindly over there now. Without it being lucrative, no one is going to fund the rest of the development.
There are other economic reasons which are a little more complex, and there may also be some politics along the lines of "Don't spend money keeping AIDS carriers alive allowing them to spread it more, simply let them die sooner, infect fewer, and be less of a drain on the limited economy", although I doubt many would admit to it.
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Re: AVX - Avexa Limited
because i enjoy pain and would like to try and peg some back with these guys, got back in at 3 cents, and ready to take profit at any stage lol
j c
because i enjoy pain and would like to try and peg some back with these guys, got back in at 3 cents, and ready to take profit at any stage lol
j c
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Re: AVX - Avexa Limited
ah old avexa. the stock in lymbo lol interesting couple months ahead. ill keep in a t 3 cents be ready to cash out on any rise. cant help Dr Chick cashed
it on the stock hitting 20 cents right before the now famous end to atc announcement. j c
ah old avexa. the stock in lymbo lol interesting couple months ahead. ill keep in a t 3 cents be ready to cash out on any rise. cant help Dr Chick cashed
it on the stock hitting 20 cents right before the now famous end to atc announcement. j c
Re: AVX - Avexa Limited
not correct their jc
why would u cash with sooo much potential and a quicker path to market...
'load up' could be the term...
you may want to check the participants list...at the forum for collaborative hiv research site on
Emerging Issues in Clinical Trials for New ARV Development
not correct their jc
why would u cash with sooo much potential and a quicker path to market...
'load up' could be the term...
you may want to check the participants list...at the forum for collaborative hiv research site on
Emerging Issues in Clinical Trials for New ARV Development
Re: AVX - Avexa Limited
BMS $300M NRTI deal validates ATC market potential
December 20, 2010 08:00 AM Eastern Time
Bristol-Myers Squibb and Oncolys BioPharma Enter Global Licensing Agreement for Investigational HIV Compound
NEW YORK & TOKYO--(BUSINESS WIRE)--Bristol-Myers Squibb Company (NYSE:BMY) and Oncolys BioPharma Inc., a privately held biotechnology company based in Japan, announced today that the companies have signed a definitive agreement under which Bristol-Myers Squibb will acquire exclusive worldwide rights to manufacture, develop and commercialize festinavir, a once-a-day, orally available nucleoside reverse transcriptase inhibitor (NRTI) in Phase II development for HIV.
Under the terms of the agreement, Oncolys may receive up to $286 million including upfront, development, regulatory and sales milestone payments. Oncolys is also eligible to receive tiered royalties on the worldwide product sales.
“Bristol-Myers Squibb has been dedicated to helping patients prevail over HIV for more than two decades and is committed to the ongoing discovery, development and delivery of medicines to fight HIV/AIDS globally,” said Brian Daniels, senior vice president, Development. “The profile of festinavir offers the possibility of improvement in the safety of long-term HIV treatment, an area of significant unmet medical need.”
BMS $300M NRTI deal validates ATC market potential
December 20, 2010 08:00 AM Eastern Time
Bristol-Myers Squibb and Oncolys BioPharma Enter Global Licensing Agreement for Investigational HIV Compound
NEW YORK & TOKYO--(BUSINESS WIRE)--Bristol-Myers Squibb Company (NYSE:BMY) and Oncolys BioPharma Inc., a privately held biotechnology company based in Japan, announced today that the companies have signed a definitive agreement under which Bristol-Myers Squibb will acquire exclusive worldwide rights to manufacture, develop and commercialize festinavir, a once-a-day, orally available nucleoside reverse transcriptase inhibitor (NRTI) in Phase II development for HIV.
Under the terms of the agreement, Oncolys may receive up to $286 million including upfront, development, regulatory and sales milestone payments. Oncolys is also eligible to receive tiered royalties on the worldwide product sales.
“Bristol-Myers Squibb has been dedicated to helping patients prevail over HIV for more than two decades and is committed to the ongoing discovery, development and delivery of medicines to fight HIV/AIDS globally,” said Brian Daniels, senior vice president, Development. “The profile of festinavir offers the possibility of improvement in the safety of long-term HIV treatment, an area of significant unmet medical need.”
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Re: AVX - Avexa Limited
hey thanks for your reply, and of course entilted to your opinion. But your very wrong here. a bunch of people like me followed this stock a loooooonnnng time.
this stock was handled very poorly by this man. But kudos, you like him so he has one fan.
go for gold
jc
not correct their jc
why would u cash with sooo much potential and a quicker path to market...
'load up' could be the term...
you may want to check the participants list...at the forum for collaborative hiv research site on
Emerging Issues in Clinical Trials for New ARV Development
hey thanks for your reply, and of course entilted to your opinion. But your very wrong here. a bunch of people like me followed this stock a loooooonnnng time.
this stock was handled very poorly by this man. But kudos, you like him so he has one fan.
go for gold
jc
Re: AVX - Avexa Limited
hey jc
your original quote was
my response was simply that i dont believe Chicky has cashed, as u claim
as he is still representing the company in some form
as you can see here
http://www.hivforum.org/storage/hiv...nicalTrials/participants list for website.pdf
and with the potential of a much faster path to market, and a validating $300M deal for a very similar drug that has half of ATCs pedigree, could mean a very nice return on the current AVX sp, so
why would you...
not sure why u point the bone at chicky rather than drongo drona, bumms and mini-me?
appreciate ur thoughts...
hey jc
your original quote was
my response was simply that i dont believe Chicky has cashed, as u claim
as he is still representing the company in some form
as you can see here
http://www.hivforum.org/storage/hiv...nicalTrials/participants list for website.pdf
and with the potential of a much faster path to market, and a validating $300M deal for a very similar drug that has half of ATCs pedigree, could mean a very nice return on the current AVX sp, so
why would you...
not sure why u point the bone at chicky rather than drongo drona, bumms and mini-me?
appreciate ur thoughts...
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Re: AVX - Avexa Limited
hey mate, i hope this company can turn around and that anyone that has got the stock gets some sort of return back.
i dont follow this stock anymore, actually, not following many. so i dont have any thoughts to share.
cheers jc
hey mate, i hope this company can turn around and that anyone that has got the stock gets some sort of return back.
i dont follow this stock anymore, actually, not following many. so i dont have any thoughts to share.
cheers jc
Re: AVX - Avexa Limited
Brilliant investment by the AVX Board...
on 11.11.10 the Avexa board invested $1.5M in Allied Medical and the Coridon vaccine work of Prof Frazer...
and in return received 24% of Allied shares...
this morning, BioMD (BOD) and Allied have agreed to merge/reverse take over
with BioMD issuing Allied 430M shares @ 6c...
24% of 430M shares is about 100M shares that AVX now owns in the merged entity
100M shares @ 6c is $6M
AVXs investment in Allied has increased from $1.5M to $6M on paper in 3 months...!!!
Further, just before the trading halt, the BOD share prices was moving north fast and closed at 9c...
Where will they reopen, and trade when the merger is done, and what will AVXs investment be worth then, and when the upandcoming Allied and BOD businesses continue to move forward
All in all, the AVEXA BOARD should be give a massive pat on the back for a very good investment at what was a difficult time for the company...
Compare this M&A experience with Drongos...
At the current BOD sp, this investment alone is worth 1 c to the AVX sp...
BRING ON THE FDA MEETING and ATC at market...
Brilliant investment by the AVX Board...
on 11.11.10 the Avexa board invested $1.5M in Allied Medical and the Coridon vaccine work of Prof Frazer...
and in return received 24% of Allied shares...
this morning, BioMD (BOD) and Allied have agreed to merge/reverse take over
with BioMD issuing Allied 430M shares @ 6c...
24% of 430M shares is about 100M shares that AVX now owns in the merged entity
100M shares @ 6c is $6M
AVXs investment in Allied has increased from $1.5M to $6M on paper in 3 months...!!!
Further, just before the trading halt, the BOD share prices was moving north fast and closed at 9c...
Where will they reopen, and trade when the merger is done, and what will AVXs investment be worth then, and when the upandcoming Allied and BOD businesses continue to move forward
All in all, the AVEXA BOARD should be give a massive pat on the back for a very good investment at what was a difficult time for the company...
Compare this M&A experience with Drongos...
At the current BOD sp, this investment alone is worth 1 c to the AVX sp...
BRING ON THE FDA MEETING and ATC at market...
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Re: AVX - Avexa Limited
Considering the past failure of reaching an agreement for the ATC which was announced on 10 May 2010,
do you think AVX will have another chance on this FDA meeting?
Based on the reasons why potential partners are not interested (quoted from the announcement):
"time and capital required to secure regulatory approval for ATC in key markets may be too large ..........."
"required dosage for ATC may be too high ....... "
"inability to determine the level of activity of ATC .......... "
I don't have my hopes up for the meeting, but I would be pleased if it proves otherwise
Disclaimer: I don't hold any AVX shares, but will be watching it
just my
and best of luck to all holders
Considering the past failure of reaching an agreement for the ATC which was announced on 10 May 2010,
do you think AVX will have another chance on this FDA meeting?
Based on the reasons why potential partners are not interested (quoted from the announcement):
"time and capital required to secure regulatory approval for ATC in key markets may be too large ..........."
"required dosage for ATC may be too high ....... "
"inability to determine the level of activity of ATC .......... "
I don't have my hopes up for the meeting, but I would be pleased if it proves otherwise
Disclaimer: I don't hold any AVX shares, but will be watching it
just my
and best of luck to all holdersRe: AVX - Avexa Limited
g
i think it would be in ur interests to do a little home work on this one
the previous board regime had other plans for ATC... they just looked to benefit themselves while not fully informing shrholders...
the current board are looking to the FDA for a faster path to market
the FDA have recently announced a much faster/cheaper path for drugs targetting treatment experienced.
page 35 here http://www.hivforum.org/storage/hiv...inicalTrials/3_2_murray_salvage studies 3.pdf
BMS have recently partnered a very similar NRTI for $300M, much earlier in development, see above in this thread
BMS will be looking for options for fixed dose combinations with ATZ, EFV and Festinavir
ATC also offers other pharma a very safe and efficacious drug to combine with their existing drugs... isentress twice a day, Viiv losing their nnrti, gilead to stay in front...
AVX will be doing the final rounds with the minutes of the FDA meeting, and a very fast and cheap path to market, very soon
get in in the low 4s while u can...
what do u think a $500M partnership will do to the share price, together with the other irons in AVX fire...
g
i think it would be in ur interests to do a little home work on this one
the previous board regime had other plans for ATC... they just looked to benefit themselves while not fully informing shrholders...
the current board are looking to the FDA for a faster path to market
the FDA have recently announced a much faster/cheaper path for drugs targetting treatment experienced.
page 35 here http://www.hivforum.org/storage/hiv...inicalTrials/3_2_murray_salvage studies 3.pdf
BMS have recently partnered a very similar NRTI for $300M, much earlier in development, see above in this thread
BMS will be looking for options for fixed dose combinations with ATZ, EFV and Festinavir
ATC also offers other pharma a very safe and efficacious drug to combine with their existing drugs... isentress twice a day, Viiv losing their nnrti, gilead to stay in front...
AVX will be doing the final rounds with the minutes of the FDA meeting, and a very fast and cheap path to market, very soon
get in in the low 4s while u can...
what do u think a $500M partnership will do to the share price, together with the other irons in AVX fire...
Re: AVX - Avexa Limited
DNA Vaccine Developer Coridon Appoints CEO, Board Members
February 24, 2011
Brisbane, Australia, 24 Feb 2011: DNA vaccine development company Coridon Pty Ltd. today announced that it has appointed Neil Finlayson as Chief Executive Officer and appointed two new Board members.
...
Former Avexa CEO Dr. Julian Chick and Allied Medical CEO Lee Rodne have also been appointed to Coridon?s Board.
http://www.biotech-intelligence.com/html/html/pool_7/c7c818284e05928d37dce0c77af4d9d1.html
representing Avexa?
look out coatsey, you better get some communication about the FDA meeting out there, before you are crucified as Interim CEO (lol)
chicky didnt cash
BRING BACK THE CHICK
DNA Vaccine Developer Coridon Appoints CEO, Board Members
February 24, 2011
Brisbane, Australia, 24 Feb 2011: DNA vaccine development company Coridon Pty Ltd. today announced that it has appointed Neil Finlayson as Chief Executive Officer and appointed two new Board members.
...
Former Avexa CEO Dr. Julian Chick and Allied Medical CEO Lee Rodne have also been appointed to Coridon?s Board.
http://www.biotech-intelligence.com/html/html/pool_7/c7c818284e05928d37dce0c77af4d9d1.html
representing Avexa?
look out coatsey, you better get some communication about the FDA meeting out there, before you are crucified as Interim CEO (lol)
chicky didnt cash
BRING BACK THE CHICK
