Trader2004 Posted - 5 days ago

@DaChiefWhoWalksWithBulls Anything can happen in small/mid cap biotechs...$RETA perfect example of how crazy they can swing...226-19-172 buyout 18 months ...

Laynester Posted - 1 week ago

$SLV $XLE $HAL $HWM $RETA Top 5 Leaders Sunday afternoon in the portfolio at 4:20 11/10/2024. Take a look at these trends. See you at tomorrow's open!

BullishBanana Posted - 2 weeks ago

Watched an old presentation from January where Dirk talks about this kid that has been using Erydex for a whole 10 years. No wonder FDA has given it Fast Track Designation as it seems to be proven to be a safe and effective way to deliever Corticosteroids over long period of time. https://youtu.be/VTR_5IQ8fOc?t=318 For me $CRTX is something to hold on to, not worth trading it away for a few dollars. Dirk mentions in his presentation recent acquistions in the rare disease sector. $RETA (Fredrich Ataxia) for example, were acquired for $7.3B. A $7B valuation would bring us closer to $160 per share.

Quantumup Posted - 10/31/24

Citi opened a "90-day positive catalyst watch" on $LRMR reit Buy; $14. Citi says ahead of Dec🔬, they're opening a +VE 90-day🐈Watch—it sees pot⬆️side for shares on confirmation of a favorable safety profile, durable frataxin increases /early trends for +VE outcomes data: $biib $reta

HScottMatusow Posted - 1 month ago

@Peaky @mikedumbledar More than 3x, (sell-side analysts have it spot on, I'd peg 25 to 30pps) if they surprise with early AA green-light. This is FDA Neuro depo, they are extremely liberal in approving new treatments (see $RETA, $BIIB, $SRPT, and others) Hell, what do I know doing this 25 years. Disclosure - I have only calls here; I did have shares. sold them all over $8 pretty much figuring it would get slammed a bit. $QURE

Night_Owl_Biotech Posted - 09/30/24

Bio investors should take the time to research $BHVN. Last week BHVN announced results of its pivotal trial for Troriluzone for Spinocerebellar ataxia ("SCA") met endpoints & expects to file an NDA in Q4 2024. $RETA was acquired for $7.3B five months after the FDA approved Skyclarys for Freiedreich ataxia. Attached is a comparison of the US & EU patient demographics for both. Skyclarys price is sourced. We guessed a Troriluzone list price (it could be higher or lower but SCA is a rare disease. B of A published a peak sales estimate in the US of $1.5B if approved. This is not investment advice. BHVN is a biopharma stock with no revenues & hence could also go bankrupt. BHVN's enterprise value is $4.4B at $51/share per Seeking Alpha & has multiple other late-stage therapies in their pipeline.

11thestate Posted - 09/25/24

$RETA agreed to settle $45M with investors to end claims over failing to disclose concerns about the validity of a clinical study for Bardoxolone. Even if the deadline has passed, you can still file for payment if you bought $RETA between November 14, 2016, and December 8, 2021: https://11thestate.com/cases/reata-shareholder-settlement

savannahs Posted - 09/24/24

$CERO $NCI here should remember $RETA history. I don't want to say much.

Trader2004 Posted - 2 months ago

@jer9264 @Joe_Cool @PatSoonDiggler Okay pal..$PCYC $RETA 2 examples of SMMT team getting it done...

Trader2004 Posted - 2 months ago

@JonathanV Did you forget 4 mos ago $SMMT was 2s? 11 mos ago $VKTX 4s....$RETA another fine example 226-19-166 buyout

Bigbossmann Posted - 3 months ago

$HUMA I remember buying $RETA when some FDA nonsense drove the PPS down like this on PDUFA date. I bought a ton of shares, and it tripled. Loaded today!

11thestate Posted - 07/30/24

$RETA agreed to settle $45M with shareholders to end claims over failing to disclose concerns about the validity of a clinical study for kidney disease candidate, bardoxolone. Even if you missed the deadline, you can still file a late claim: https://11thestate.com/cases/reata-shareholder-settlement

11thestate Posted - 4 months ago

$RETA agreed to settle $45M with shareholders to end claims over failing to disclose concerns about the validity of a clinical study for kidney disease candidate, bardoxolone. Even if you missed the deadline, you can still file a late claim: https://11thestate.com/cases/reata-shareholder-settlement

SkyYk2 Posted - 06/24/24

$VRNA I remember when I invested in $reta last year. There were a lot of fluctuations until the day before approval, but in the end, it was approved and brought me a lot of profit... I hope $vrna is like that too!

JPtheBCRXdestroyer1 Posted - 5 months ago

$SRPT Absurd. The drug doesn't even work lol. Of course that happened for $RETA @VivekRamaswamy When Trump makes you the head of the FDA gut that fucking corrupt POS Biogen/REATA scandal now this garbage.

11thestate Posted - 5 months ago

$RETA agreed to pay $45M to shareholders to settle claims that it failed to disclose issues with a kidney disease clinical study. The claim deadline is already passed but you still can file a late claim: https://11thestate.com/cases/reata-shareholder-settlement Who is eligible: All persons who bought Reata's stock between November 14, 2016, and December 8, 2021, including those who bought stock from Reata's 2019 or 2020 offerings.

ADSlay Posted - 5 months ago

$QNCX Why I think Quince $QNCX (Ph3 $XBI asset) is in the right place at the right time👇 1. Rare disease space ($50 billion deals in the last 18 months) 2. Delayed steroid release space ($1.1 billion deal -> $CALT) 3. Ataxia-Telangiectasia space similar to Friedrich's Ataxia ($7.7 billion deal -> $BIIB / $RETA)

Night_Owl_Biotech Posted - 7 months ago

$MDGL trades at 16% of total 10-year analyst consensus revenues estimates. Peers acquired a year before to a year after FDA approval, including $MYOK $KRTX $RETA were acquired at 38 to 81% of their total 10-year revenue estimates (as prepared by management per subsequent 14A/14D9 filings). The attachment notes the enterprise values paid 5 companies acquired a year before or after FDA approval compared to management's revenue forecasts. We did not include Viela Bio acquired 8 months after FDA approval (at the peak of the $XBI). We're struggling to understand the disconnect. Rezdiffra is a pill so we'd assume gross manufacturing margins consistent with peer pill manufacturers. MDGL consensus revenue estimates are per Seeking Alpha. Any guidance would be appreciated. Perhaps it is because the M&S efforts would be more significant in NASH (at least versus the peers). As always, this is not investment advice. Thank you.

Night_Owl_Biotech Posted - 7 months ago

This morning $ITCI announced a Phase 3 win for its Caplyta (patented thru Dec. 2040) in MDD. Per ITCI, MDD is Caplyta's largest comm'l oppty. The attachment notes that ITCI trades at 32% of total 10-year analyst consensus revenue estimates. Highly respected peers were acquired for 32 to 38% of their respective total 10-year product revenue forecasts. $RETA was acquired at 48% of their management prepared 10-year revenue forecast. RETA may, again may, be the better peer as its product was approved 5 months before the acquisition was announced (if MDD is truly Caplyta's largest comm'l opportunity). We'd add Caplyta generics won't be available until 12/2040. Astra-Zeneca's Seroquel peaked @ $5.8B in FY11 sales before coming off patent as a mono-therapy, where Calyta is approved as a mono & a lithium adjunct (in bi-polar). Of course there are other considerations. We're only sharing this 1 analytic that may or may not be relevant. This is not investment advice. $AXSM $ASND

11thestate Posted - 03/27/24

$RETA agreed to settle $45M with shareholders to end claims over failing to disclose concerns about the validity of a clinical study. Claim submission info and details:https://11thestate.com/cases/reata-shareholder-settlement

ca_rott1487 Posted - 8 months ago

$RETA Settles $45M with shareholders to end claims over failing to disclose concerns about the validity of a clinical study. You can file for compensation here. CasePage:https://11thestate.com/cases/reata-shareholder-settlement

ca_rott1487 Posted - 8 months ago

$RETA agreed to settle $45M with shareholders to end claims of misinformation. You can still file for compensation. CasePage:https://11thestate.com/cases/reata-shareholder-settlement

MitchHasOptions Posted - 02/27/24

@cubie77 remember $RETA? I wouldn’t short this! lol

Night_Owl_Biotech Posted - 02/23/24

The attached graph compares the revenue estimates prepared by $IMGN, $RETA & $KRTX per their respective 14A filings to $ITCI analyst consensus revenue estimates through the year 2032. The graph then assumes ITCI annual sales growth of 2.0% for the year 2033 thru Caplyta patent expiration in 8/2039. Analysts forecast ITCI to generate more revenues than RETA & IMGN as prepared by RETA & IMGN management. If valuations are predicated on anticipated future revenues, does this mean ITCI warrants a higher valuation in a theoretical M&A transaction? We do not know the answer. Our next post will compare gross margin forecasts from 14A filings compared to ITCI (using ITCI's actual FY2023 gross margin profile at 92.7%). The gross margin graph looks more or less like the attached sales graph here. We own ITCI so we have every motive to see ITCI trade higher. It is also possible the graphs are inaccurate as we've made mistakes before. As always, do your own due diligence.

Bigbossmann Posted - 9 months ago

$IOVA Does anyone remember what $RETA earnins forecast were after their FDA approval? $BIIB bought the for $7B which is about 3X where we're sitting at present.

Kryllian Posted - 9 months ago

@Stocks4thought and now $QNCX appoints the former $RETA as their new chief of R&D. Another $7bn acquisition?

ca_rott1487 Posted - 9 months ago

$RETA oh sure, they're settling for peanuts, but I won't let this company keep any more of my money. So, pay up, even if it's just a dollar https://11thestate.com/cases/reata-shareholder-settlement

GXD_Texas Posted - 10 months ago

@JenniFUR2 @TradingPlaces100 correction* $RETA not SRPT

Mailman007 Posted - 10 months ago

$RETA Go!

fin_researcher Posted - 11 months ago

$RETA Reata Pharmaceuticals agreed to settle $45 million with shareholders to end claims over failing to disclose concerns about the validity of a clinical study for kidney disease candidate, bardoxolone. https://11thestate.com/cases/reata-shareholder-settlement