Zynerba Zygel transdermales Cannabidiol (CBD)

eröffnet am 21.06.20 19:52:26 von
neuester Beitrag 10.02.21 17:48:31 von


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21.06.20 19:52:26
Aufgeladen und Bereit.

Ergebnisse zur Connect-FX Studie (P3) bis Ende des Monats.
1 Antwort
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21.06.20 20:11:25
Antwort auf Beitrag Nr.: 64.115.698 von biogenetic am 21.06.20 19:52:26
Zitat von biogenetic: Aufgeladen und Bereit.

Ergebnisse zur Connect-FX Studie (P3) bis Ende des Monats.


Habe ich über Weekend notiert! Ich ein Datenzock worauf viele fast 2 Jahre gewartet haben. Falls positiv sollten 10$ und mehr möglich sein. Kaufe mir morgen auch welche. Gruss
Zynerba Pharmaceuticals | 6,040 $
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21.06.20 20:29:35
Würde ich sogar wesentlich höher ansetzen bei Erfolg der Studie.

Genaue Anzahl an Fragile-X Patienten ist unbekannt, in den USA ca 71000 Patienten laut Zynerba,
es existiert keine Therapie.
Bisherige Maßnahmen meistens Pädagogik oder Beruhigungsmittel etc. pp verschlingen pro Patient ca. 40000 $ im Jahr.

Denke das die Behandlungskosten mit Zygel ebenso zwischen 20000 und 40000 $ pro Jahr sein werden.

Würde deshalb schon locker von 20$-30$+ ausgehen, wir haben derzeit lediglich eine MK von 150 M$.

Der hohe Risikoabschlag ist meiner Meinung nach dadurch begründet, daß es zwar eine ganze Pipeline gibt, aber lediglich ein Produkt.
Was wiederum bedeutet, daß wenn die P3 Daten (bei der P3 gegen Placebo) nicht statistisch signifikant ist, die gesamte Pipeline in Frage gestellt werden muß und die Firma damit vll ihr Ende gefunden hat.

Aber wie immer hoher Gewinn = hohes Risiko
Zynerba Pharmaceuticals | 6,040 $
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21.06.20 20:33:09
Achso nicht zu vergessen, da als Rare - Disease eingestuft, gibt es von der FDA bei Markzulassung 7 Jahre Marktexklusivität.

Was ein herber Schlag für Ovid Therapeutics wäre, ein möglicher Konkurrent der aber erst in der P2 steckt.
Zynerba Pharmaceuticals | 6,040 $
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28.06.20 11:13:57
Gefunden auf

https://finance.yahoo.com/quote/ZYNE/community?p=ZYNE


Entscheidungen stehen an..

The results will be released within 96 hours and I believe shareholders should consider the following: This post is not meant to imply one way or the other as to what the phase 3 results of fragile x will be since only people close to the situation know and are legally prohibited from publicizing it. Before the results are announced it is anyone's guess and of course there is considerable amount of risk. Also for those holding and waiting for the phase 3 results today's stock price of $6 is meaningless. After the results the stock price goes to either $40 on good news or $4 on bad news.

What this post is meant to be is that in the event that POSITIVE results are announced Monday morning longs who held on for so long shouldn't be shaken out of their investment to some newcomer who will reap the rewards intended for you.

At a phase 3 positive outcome these shares are worth gold and longs don't let yourself be shaken out of a goldmine. I have seen this many times over and over where longs sit on a stock for years and then when they strike gold they get impatient and dump their shares for a $2 or $3 profit and sell it to the vultures who capitalize and make a mint out of it. A year later when they see the company bought out for $50 a share all they can do is to try to rationalize their stupid move.

DO NOT MAKE THAT MISTAKE! Do not sell your shares below $40 on a positive phase 3.

Just remember the following before you consider surrendering your shares in this GOLDMINE at a fire sale price.

1- The average price target of the analysts TODAY is in the mid $20 range. This price target of the analysts values "only" the market of the upcoming drug for fragile x. It discounts "entirely" the rest of the pipeline which is a multi billion market. The mid $20 price also shaves off a chunk of the value for fragile x since the analysts included in their target the possibility of a non positive outcome. So in fact the true analyst price target is in the mid $40's

2- As mentioned in my prior post fragile x includes 70,000 patients. The analysts are figuring 20% as definite candidates or 14,000. 14,000 x $30000 a year = $420m. Even if I discount it by 50% I get $200m with a $100m net or $4 EPS. A multiple of 10 gives you $40 for fragile x alone.

3- Considering that fragile x has no other remedy. The rest of the 80% will benefit regardless of labeland doctors will have to subscribe it, be it off label if need be, as there is no alternative. If so, you have a market of over $500m with a share value of $100.

4- What about the rest of the portfolio. The epilepsy application has a million patient market. With this company's convenient gel application that has no side effects and is safe if the company has positive phase 3 for the epilepsy indication this drug will become a universal treatment even if it is in patients where it works better in conjunction with other drugs. The epilepsy indication if approved is a multi billion market and is worth several $100 per share. BTW the fragilex study if positive is a major indication to the efficacy of the compound in the company's other indications.

5- The company's patent for the delivery system with the gel is worth at least $6 a share or $150m. Even GW would benefit from it since it reduces side effects.

6- So even if the phase 3 results should disappoint the share are still worth $4-$5 a share.

7- When contemplating to sell your shares at $10 or $15 just remember that there are 6.8 million shorts that on a positive outcome will be desperate to buy you shares and if the longs hold on they may have to pay $50. Why give them YOUR shares on a silver plate.

8- These shares traded above $15 awhile back without positive results and are worth at least double on phase 3 positive results.

9- The shorts may unleash millions of shares at the open to dilute the positive effect of the results to surpress the stock price momentarily so that they can cover.

10- There are lined up a group of money managers who said they will take a stake on phase 3 positive results.

11- On phase 3 positive results this company is a TAKEOVER target.
Zynerba Pharmaceuticals | 5,580 €
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29.06.20 21:50:01
Dem Abverkauf gegen 21:00 nach, sind positive Daten morgen eher nicht zu erwarten.
Zynerba Pharmaceuticals | 6,610 $
4 Antworten
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29.06.20 21:57:22
Antwort auf Beitrag Nr.: 64.227.199 von stef-bw am 29.06.20 21:50:01
Zitat von stef-bw: Dem Abverkauf gegen 21:00 nach, sind positive Daten morgen eher nicht zu erwarten.


Du hast Recht, bin daher raus...
Zynerba Pharmaceuticals | 6,550 $
3 Antworten
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29.06.20 22:10:30
Nur die harten kommen in den Garten.

Abwarten ;)
Zynerba Pharmaceuticals | 6,465 $
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29.06.20 22:12:40
Antwort auf Beitrag Nr.: 64.227.199 von stef-bw am 29.06.20 21:50:01Das muss gar nichts heissen! Ich habe gehalten! Ich kann euch 10 Beispiele geben, wo kurz vor den Daten ein Abverkauf statt gefunden hat! Hätten wir mit -20% geschlossen, okey dann könnte es sein! Wünsche uns weiterhin viel Glück!
Zynerba Pharmaceuticals | 6,450 $
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29.06.20 22:13:08
Antwort auf Beitrag Nr.: 64.227.307 von denndannwo am 29.06.20 21:57:22Ich auch. In letzter minute. Wat en stress. Die 40$ morgen kann man wohl abschreiben.

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Zynerba Zygel transdermales Cannabidiol (CBD)