EMINENZ Posted - 11 hours ago

$DERM still in here...unfortunately emrosi approval didn't bring the 8$ I was hoping for. Now waiting for that emrosi launch and profitability.

Zellchair Posted - 1 day ago

$FBIO $DERM "This improves outcomes and keeps the drug level in the body constant for a longer period of time. Additionally, there is a decreased chance of adverse effects and fewer daily dosages." https://www.firstderm.com/new-fda-approved-treatment-for-rosacea-effective-relief-for-inflammatory-symptoms/

Doggsy Posted - 1 day ago

$DERM lol, I was thrown by the emrosi announcement, took me a while to realise dfd29 had a name. Looking at the charts of cups and handles, we are due a peak soon and it could well surpass $7.

buymoremakemore Posted - 2 days ago

$DERM called it

omega42 Posted - 2 days ago

$DERM sold at 30% profit as we are entering quiet period and bought some $CKPT instead. solid near/mid term potential given pending BLA and potential partner announcement. $FBIO will follow as an anchor on any subs' news. GL

buymoremakemore Posted - 2 days ago

$DERM Wow great open this morning

flyinghollaender Posted - 3 days ago

$FBIO $DERM $CKPT $MBIO $ATXI

Zellchair Posted - 3 days ago

$FBIO Are these updates enough since they initiated the PT $24 analysis for the first time? FBIO - New favorable loan deal with Oaktree - FBIO holdings in several core subsidaries increased last quarter - More insider buying $DERM - Emrosi FDA approval $CKPT - Cosibelimab BLA approved - Positive update on Cosibelimab long-term results in cSCC at ESMO - CKPT temporarily stable economic situation given the warrants $MBIO - MB-106 fantastic P1/2 results in WM . MB-108 Granted Orphan Drug Designation $ATXI - AJ201 1b/2 study completed From unlisted subsidaries - Confirmation of CUTX-101 NDA application - Extended studies for CAEL-101 - CAEL-101 P3a/b starts - Urica's deal with Crystalys regarding Dotinurad - Triplex P2 start in Liver transplantation Milestones drawn from the head quickly, must have missed a lot.

MontanaRiverMan Posted - 3 days ago

$DERM B. RILEY increases DERM's price target to $9 from $8. Starting to get some analyst upgrades.

Zellchair Posted - 3 days ago

$FBIO $CKPT $MBIO Strategy - Part 2/2 Can reason about the same with MB-106, due to its data and a possible more uncertain future of MB-109 given the combination of MB-101 and MB-108. Potential milestones/royalties for Cosibelimab, CUTX-101 and CAEL-101 could then be close at the same time as we now know that MB-106 is pivotal study ready and that Dotinurad can soon get the go-ahead for its two (Gout and Hyperuricemia respectively) P3. These then given the lines in part 1 in a model where the money inflow can only come one way via income and no more costs. Then FBIO can prioritize maintaining ownership in Cyprium depending on how to think about the future of AAV-ATP7A Gene Therapy (CUTX-101 2.0), Urica depending on the arrangement with Crystalys but also $DERM and Helocyte.

Zellchair Posted - 4 days ago

$FBIO Hopefully there will come a day soon when the market realizes that the FBIO has already won. It is my firm belief that the FBIO could in theory liquidate everything and just keep Emrosi in the ownership of $DERM and the stock will still increase tenfold in the future. Analysts believe it will take a maximum of 3.5 years to reach $200M in annual sales in the US alone, and then there are still over 10 years left on the patents before generics can enter. If DERM would prioritize an upfront payment deal instead of a high percentage of royalties/milestones for just one sales deal in Europe, they could easily get more millions than today's market cap of $107M. And then I still sit and hope that they will prioritize the milestones/royalties first. The question is how many times FBIO has been doubled before the market reads that DERM will start paying dividends/and or buy back its own shares.

Zellchair Posted - 5 days ago

$FBIO $DERM In India they are excited about Emrosi. In the US stock market, the stock is traded as if Emrosi did not exist, even though it is superior to Oracea, which in turn has had superior study results for almost 3 decades for patients with rosacea. https://www.instagram.com/p/DCYJ2upoOnD/?locale=ru&hl=am-et

buymoremakemore Posted - 5 days ago

$DERM we should be pretty RFK proof. No way a psychedelic or cbd is going to get in the way. And I doubt he will get anywhere far with drug price capping. Same goes with FBIO

buymoremakemore Posted - 6 days ago

$DERM Great green close on a super red week. This stock is resilient and has a bright future

Zellchair Posted - 6 days ago

$FBIO As I write this, FBIO's holdings in $DERM and $CKPT, both of which are severely undervalued, are still higher than FBIO and $FBIOP's combined market cap. You get everything else for free. I love it. Hard for me to make better stock purchases than that.

flyinghollaender Posted - 6 days ago

$FBIO wow this is a good entry for everyone who waited. Looking forward to PDUFA of $CKPT and first sales of approved drug of $DERM. Bright future ahead!

Zellchair Posted - 6 days ago

$FBIO $DERM I don't think the market understands these numbers and how quickly sales can exceed today's entire portfolio in DERM. Fully understandable with the graphs in today's presentation in the background that the CEO says they will make at least $50 M in sales for Emrosi in the first year (TTM from sales start). And sales deals are of course not included in this figure.

Zellchair Posted - 6 days ago

$FBIO $DERM I can warmly recommend today's released Investor Presentation for November in DERM. It contains updated prescription numbers for Accutane and Qbrexza, but, above all and most importantly several new pages regarding Emrosi: https://d1io3yog0oux5.cloudfront.net/_6ed7cc95ef0b30b80b1e2a725d62f982/fortressbiotech/db/640/6048/pdf/Journey+Medical+Investor+Presentation+-+NOV+2024.pdf

Paper_Route_Frank Posted - 6 days ago

$DERM may have to add more here

FishinAround Posted - 6 days ago

$FBIO I didn't realize $DERM was their first FDA approval. With more expected soon, hard to compare past performance and project that going forward.

Zellchair Posted - 6 days ago

$FBIO Pleased to read that FBIO holdings in Helocyte (Triplex) are unchanged and that holdings in $DERM +0.9% (Emrosi), Urica +0.7% (Dotinurad) and Cyprium +1.9% (CUTX-101) have increased during Q3. Absolutely right priorities in my opinion.

Dracul Posted - 6 days ago

$DERM How in the world is it even possible that aftermarket it's $4.80?

FishinAround Posted - 1 week ago

@Micky11 I saw that with $DERM too, makes me wary. If I remember the timing correctly, announcement is expected at end of December, the 28th. I think strategy for this one may be to sell the news and then buy back in once the dust settles.

buymoremakemore Posted - 1 week ago

$DERM Nasdaq just needs another good day and this will be back up to the $5.30s in no time

MontanaRiverMan Posted - 1 week ago

$DERM There are approximately 68,000 shares sold short right now and 450,000 shares available to borrow at a very low borrow rate. In my opinion to risky for someone to borrow that many shares to try and short it, because of the low daily trading volume and it would likely be very costly for them to cover that many shares if a surprise announcement came out. It would be nice to see some decent sized insider buys right now to help solidify share price, but maybe they can't buy right now because they are working on other deals???

MontanaRiverMan Posted - 1 week ago

$DERM it appears that we will be back down under $5 today, I wonder how low it will go?

Zellchair Posted - 1 week ago

$FBIO $DERM I think it is reasonable to assume that the announced and upcoming CC in January or February that the CEO told about, will be the same day or the day after a sales deal (probably in Europe) for Emrosi. Starting yesterday and until Sunday, all major players in Dermatology are present during the SDPA 22nd Annual Fall Dermatology Conference in Las Vegas. The timing of Emrosis' approval could hardly have been better.

Zellchair Posted - 1 week ago

$FBIO $DERM "... , with the launch strategy intending to make Emrosi the new adult rosacea oral standard of care." https://www.medestheticsmag.com/news/news/22926281/journey-medical-emrosi-rosacea-treatment-receives-fda-approval

FishinAround Posted - 1 week ago

@braves1983 I agree that this one is kind of frustrating. Especially after $derm got approval. But until you sell, you've lost nothing. I've been tempted to get out of this and into something else, I'm pretty much break even right now, but sticking it out to see what happens with $ckpt. Stuff has happened with insider moves and everything and I think there's something to that. Just need some patience. I have $ckpt too.

Zellchair Posted - 1 week ago

$FBIO $DERM It is important and fun that Emrosi received this type of news spread early on: https://www.clinicaladvisor.com/news/emrosi-approved-to-treat-inflammatory-lesions-of-rosacea/