2 Final-Studien (Brust & Leberkrebs) Mkap 35 M$
| eröffnet am: | 21.02.10 16:31 von: | Biotechmaster |
| neuester Beitrag: | 27.12.24 16:25 von: | Investor Global |
| Anzahl Beiträge: | 719 | |
| Leser gesamt: | 133202 | |
| davon Heute: | 55 | |
bewertet mit 10 Sternen |
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31.01.13 17:22
#26
MilchKaffee
die sache ist die ...
... viele anleger sitzen gerade auf der arbeit in us of a. die werden vermutlich erst morgen früh rausgehen.
31.01.13 17:40
#28
eidiman
Ich denke nicht, dass
viele Anleger erst morgen rausgehen. Bei dem Umsatz wäre dies sehr verwunderlich!
31.01.13 17:45
#30
Paradiso1
weil bei -82% nichtmal ein kleiner rebound ein
setzt. also brauchen wir den morgigen tag auch noch. close wird nähe TT sein
31.01.13 17:48
#31
M.Minninger
Aso
Dachte , da will jemand morgen beim Biotech-Insoverwalter anrufen.
31.01.13 17:49
#32
Paradiso1
Moni
so lustig sind deine sprüche nicht. wollte ich dir nur mal sagen. news einsetzen ist eher deine stärke
31.01.13 18:10
#37
M.Minninger
#32 Ein paar Taschenspielertricks habe ich
auch drauf.
Rührt sich nichts.
http://www.ariva.de/chart/images/...e&cdCacheDefeat=1359651894916
Rührt sich nichts.
http://www.ariva.de/chart/images/...e&cdCacheDefeat=1359651894916
31.01.13 18:13
#38
Paradiso1
hab jetzt doch mal eine sicherheitsposi genommen
in amiland. aber nur eine kleine
31.01.13 18:27
#39
M.Minninger
Frage
Aktienanzahl
33,2 Mio. (Stand: 21.09.12)
richtig, kann das jemand beantworten.
33,2 Mio. (Stand: 21.09.12)
richtig, kann das jemand beantworten.
31.01.13 18:37
#42
Vzt83
Moin Leute, ich gebe mal meinen Senf dazu:
Chart erinnert mich stark an den von Peregrine: http://www.finanzen.net/aktien/Peregrine_Pharmaceuticals-Aktie
Das Ding wurde hochgekauft und dann kam der Knall... eine verblüffende Ähnlichkeit mit dem Chart von Celsion...
Deswegen denke ich, dass hier noch nicht Schluss ist mit dem Abverkauf und der Boden knapp überhalb der 1,00 $ gefunden wird! Wer morgen reinmöchte, soll bissl vorsichtig sein...
Da Celsion mit cash und pipeline besser dasteht als PPHM, sehe ich langfristig bessere Chancen auf Erholung hier...
Aber morgen ist imo noch zu früh... mal gucken, wer richtig liegt ;)!
Gruß Vzt
31.01.13 19:18
#45
M.Minninger
28 Mill. Aktien
von 35 Millionen durchgenudelt.
Aktie kommt nicht vom Fleck.......hmmmmm
Aktie kommt nicht vom Fleck.......hmmmmm
31.01.13 19:21
#47
M.Minninger
Tja, wird der RSI noch weiter
gewässert und die Aktie wird noch stärker nach unten geprügelt ?
31.01.13 19:55
#48
Biotechspezialx
Überzogen das ganze mal wieder
81% ist ein bisschen hart, die sind durchfinanziert bis 2014 , und möglicher weise
kommt in den Untergruppen noch andere anderes zum Vorschein.
Wer sich die Feuerstein Kommentare ein bisschen angeschaut hat, so geht dieser von einer Weiterentwiklung des Wirkstoffes aus. Die Amis übertreiben immer ein bisschen in die eine oder andere Richtung - Keryx ist sicherlich keine 10$ wert und genauso ist der
der Abschlag heute Masslos überzogen.
Celsion Corp. (CLSN)
-NasdaqCM
1.53 Down 6.49(81.92%)
kommt in den Untergruppen noch andere anderes zum Vorschein.
Wer sich die Feuerstein Kommentare ein bisschen angeschaut hat, so geht dieser von einer Weiterentwiklung des Wirkstoffes aus. Die Amis übertreiben immer ein bisschen in die eine oder andere Richtung - Keryx ist sicherlich keine 10$ wert und genauso ist der
der Abschlag heute Masslos überzogen.
Celsion Corp. (CLSN)
-NasdaqCM
1.53 Down 6.49(81.92%)
31.01.13 20:23
#49
Biotechspezialx
Kennt jemand noch die Synta Ergebnisse?
Ich kann mich an eine änliche Ergebnisse mit ebenfall so einem heftigen Abschlag erinnern.
Finalen -Studien für Leber Krebs damals Synta Pharmaceuticals , na ja heute stehen sie über 11$ ,
Bin ma gespannt was bei den Unterarm Gruppen raus kommt und welche neuen Erkenntnisse dabei raus kommen. Man kann sich mit sicherheit ein paar Stück ins Depot hohlen. Morgen ist Freitag im Amiland ( Kassenland) möglicherweise Spekuliert alles drauf das es morggen noch mal 10% -20 % purzellt- allerdings wenn Alle darauf spekulieren kommt es meist anders :-)
Finalen -Studien für Leber Krebs damals Synta Pharmaceuticals , na ja heute stehen sie über 11$ ,
Bin ma gespannt was bei den Unterarm Gruppen raus kommt und welche neuen Erkenntnisse dabei raus kommen. Man kann sich mit sicherheit ein paar Stück ins Depot hohlen. Morgen ist Freitag im Amiland ( Kassenland) möglicherweise Spekuliert alles drauf das es morggen noch mal 10% -20 % purzellt- allerdings wenn Alle darauf spekulieren kommt es meist anders :-)
31.01.13 22:32
#50
Biotechspezialx
Wartet mal die nächten Zeit ab
Meine Worte:
isclosure: I am long CLSN. (More...)
Celsion (CLSN) announced today that ThermoDox in combination with radiofrequency ablation (RFA) did not meet the primary endpoint of the Phase III HEAT Study in patients with hepatocellular carcinoma (HCC). The HEAT Study was designed to show a 33% improvement in PFS with 80% power. We will get more details from CLSN management as they analyze the data further. Meantime, I can only speculate on three realistic possibilities on why I was wrong, which I will detail below.
It seemed like such a sure thing. We had the enrollment data. We had the progression-free survival (PFS) data. We had what the placebo arm should do. We had the data to calculate how long the average patient was in the trial. We had the data to calculate how many patients should have had a PFS event. And most importantly, based on all this data, we had what seemed to be a huge amount of room for margin of error even if the control arm performed much better than expectations and guidance.
Management revealed on the conference call that the control arm performed around 20% better than expected, well within the margin of error. Yet the Phase III HEAT trial missed its primary endpoint, and in the words of the CEO: "it was not close."
So what went wrong?
1. Was management's expectations for the control arm better than they voiced publicly?
Management consistently guided for 12 months median control arm to PFS. This left room for up to 18 months in the control arm yet ThermoDox would still work. If management was internally expecting say 18 months yet telling the public 12 months, that could mean legal problems.
2. Did the treatment failure criteria throw everything off?
According to the trial protocol, "If a complete ablation is not achieved after these two study treatments, the subject will be considered a treatment failure and the patient will be discontinued and followed for survival only." Many people including myself used a 701 enrollee patient population when doing our calculations. Yet treatment failure is not one of the four criteria for a PFS event. These patients would should be excluded from the 701 enrollee figure for calculation purposes only. What's worse is if ThermoDox actually did reduce the chances of treatment failure, by default extra-sick patients from RFA-only would get excluded from the study and while other extra-sick ThermDox patients would be included, leaving the ThermoDox arm already starting off sicker than the RFA-only arm.
3. Was PFS was significantly more than 380?
It's conceivable that upon unblinding, the total PFS events were significantly higher than 380. If for example there were 500 PFS events instead of the expected 380 that I and others (and likely management) used in our calculations, then it would throw all calculations off because the calculations and statistical models absolutely depended on an accurate assumption of 380 events and not something greatly higher.
Seems like there's more unanswered questions now than before today. Management indicated that the data is still "fresh" and after further analysis will provide more details. We should learn more in the coming days and weeks. In the mean time, CLSN is an extremely risky stock now potentially on life support. Don't automatically assume an 80% decline means it's cheap especially with so few details so far. I look forward to further updates and possibly some hope in the future for shareholders and patients.
http://seekingalpha.com/article/...ilure-what-went-wrong?source=yahoo
isclosure: I am long CLSN. (More...)
Celsion (CLSN) announced today that ThermoDox in combination with radiofrequency ablation (RFA) did not meet the primary endpoint of the Phase III HEAT Study in patients with hepatocellular carcinoma (HCC). The HEAT Study was designed to show a 33% improvement in PFS with 80% power. We will get more details from CLSN management as they analyze the data further. Meantime, I can only speculate on three realistic possibilities on why I was wrong, which I will detail below.
It seemed like such a sure thing. We had the enrollment data. We had the progression-free survival (PFS) data. We had what the placebo arm should do. We had the data to calculate how long the average patient was in the trial. We had the data to calculate how many patients should have had a PFS event. And most importantly, based on all this data, we had what seemed to be a huge amount of room for margin of error even if the control arm performed much better than expectations and guidance.
Management revealed on the conference call that the control arm performed around 20% better than expected, well within the margin of error. Yet the Phase III HEAT trial missed its primary endpoint, and in the words of the CEO: "it was not close."
So what went wrong?
1. Was management's expectations for the control arm better than they voiced publicly?
Management consistently guided for 12 months median control arm to PFS. This left room for up to 18 months in the control arm yet ThermoDox would still work. If management was internally expecting say 18 months yet telling the public 12 months, that could mean legal problems.
2. Did the treatment failure criteria throw everything off?
According to the trial protocol, "If a complete ablation is not achieved after these two study treatments, the subject will be considered a treatment failure and the patient will be discontinued and followed for survival only." Many people including myself used a 701 enrollee patient population when doing our calculations. Yet treatment failure is not one of the four criteria for a PFS event. These patients would should be excluded from the 701 enrollee figure for calculation purposes only. What's worse is if ThermoDox actually did reduce the chances of treatment failure, by default extra-sick patients from RFA-only would get excluded from the study and while other extra-sick ThermDox patients would be included, leaving the ThermoDox arm already starting off sicker than the RFA-only arm.
3. Was PFS was significantly more than 380?
It's conceivable that upon unblinding, the total PFS events were significantly higher than 380. If for example there were 500 PFS events instead of the expected 380 that I and others (and likely management) used in our calculations, then it would throw all calculations off because the calculations and statistical models absolutely depended on an accurate assumption of 380 events and not something greatly higher.
Seems like there's more unanswered questions now than before today. Management indicated that the data is still "fresh" and after further analysis will provide more details. We should learn more in the coming days and weeks. In the mean time, CLSN is an extremely risky stock now potentially on life support. Don't automatically assume an 80% decline means it's cheap especially with so few details so far. I look forward to further updates and possibly some hope in the future for shareholders and patients.
http://seekingalpha.com/article/...ilure-what-went-wrong?source=yahoo