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Post by lcd on Feb 12, 2021 22:03:14 GMT
I was on the fence about selling and your post spurred me to throw out a sell order for $11 which filled in the afternoon (before the weird price plunge and recovery), so I am no longer an EQ shareholder either. I picked up a few KMPH shares today too.
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Post by JHam on Feb 13, 2021 3:32:49 GMT
I was on the fence about selling and your post spurred me to throw out a sell order for $11 which filled in the afternoon (before the weird price plunge and recovery), so I am no longer an EQ shareholder either. I picked up a few KMPH shares today too. Holy crap. When I last looked at the pps before I went to bed the pps was in the $8s (looks like it made it to the $7s! ) I was prepared to apologize for this taking a dump. But then at the same time, if it was still in the $8s on Tuesday I was going to reopen a position, lol. Glad you were able to sell for a profit before the crazy sell off. Now that you’re safely out, I’m hoping we see another dip soon.
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Post by JHam on Feb 17, 2021 16:07:41 GMT
EQ is back under $9. Definitely wanting to get back in here. Keeping a close eye on it for now.
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Post by JHam on Feb 19, 2021 1:53:34 GMT
New article on EQ: www.onclive.com/view/itolizumab-leads-to-sustained-clinical-responses-in-newly-diagnosed-acute-gvhdItolizumab Leads to Sustained Clinical Responses in Newly Diagnosed Acute GVHD
This is an important excerpt from the article. I didn't realize that the one patient in cohort 3 who had a vgpr (very good partial response) actually turned into a CR at day 85. Again it's a very small sample size, but if it holds up it could mean that the 17% of patients who don't get a CR on one dose could likely achieve a CR on a longer dosing cycle. I'll likely start buying this again soon.
Nine patients had lower gastrointestinal (GI) involvement and 2 had upper GI involvement. Eight of the 10 were high risk based on the MacMillan risk score and all patients had Ann Arbor scores of 2 (30%) or 3 (70%). All patients received either methotrexate (70%), tacrolimus (70%), or sirolimus (60%) prophylaxis.
As early as day 15, an ORR of 100% was observed for the 0.8 and 1.6-mg/kg dose level cohorts, all but 1 being a complete response. These responses were sustained through day 57 in the 2 highest dose cohorts. One patient in cohort 1 experienced acute GVHD progression and required rescue therapy at day 7.
The overall CR rate was 100% in cohort 2. In cohort 3, 1 patient who had a partial response at day 15 improved to a CR by day 85 but then experienced grade 2 acute GVHD on steroid taper and drug discontinuation beyond day 57, indicating durability on treatment and the need for potentially longer-term treatment in some patients, said Koreth.
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Post by JHam on Feb 23, 2021 13:25:16 GMT
EQ back in the $8s premarket. So many great deals today, not sure where to focus my attention.
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Post by JHam on Feb 23, 2021 13:54:22 GMT
Holy crap, $8.10. I’d love to add at this price but now I am worried about how the day is going to play out for Nasdaq stocks.
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Post by vzveteran on Feb 23, 2021 14:00:55 GMT
Holy crap, $8.10. I’d love to add at this price but now I am worried about how the day is going to play out for Nasdaq stocks. I added some OGIG. This won't last long imo.
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Post by JHam on Feb 23, 2021 14:06:55 GMT
Holy crap, $8.10. I’d love to add at this price but now I am worried about how the day is going to play out for Nasdaq stocks. I added some OGIG. This won't last long imo. Yeah I agree. Especially for the Biotechs listed on the Nasdaq. I have an order in for EQ, but it’s back up to $8.75 now darnit.
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Post by JHam on Feb 24, 2021 18:01:42 GMT
Back in here at $7.68. I’m surprised to see this one firmly in the red again today after most of the stocks in my watchlist have tried to recover a bit. The volume is relatively low so I don’t think there is anything major going on, just slow to recover. I re-established the same size position as the last time around and could add more if it dips below my current cost basis.
Lupus data is due any day now (Q1). I am expecting the data to be good, but even if it isn’t aGVHD top-line data is also due 1H21. Both events should be major catalysts.
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Post by JHam on Feb 25, 2021 0:49:27 GMT
Someone just bought $866K worth of shares (108,890) at $7.96 AH.
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Post by JHam on Feb 25, 2021 17:38:22 GMT
Just averaged down in the $7.40s thinking I was getting a bargain. At this rate though the way the market is going, I may have been better off waiting. I’m done for now, until things settle down.
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Post by JHam on Feb 26, 2021 4:13:47 GMT
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Post by magnus123 on Feb 26, 2021 10:21:39 GMT
Indeed a good presentation. I opened a position yesterday. Lupus data will be interesting.
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Post by JHam on Feb 26, 2021 12:30:33 GMT
Indeed a good presentation. I opened a position yesterday. Lupus data will be interesting. As the CMO said during the presentation, they aren't measuring efficacy in this trial. Only safety. However, what she did note of importance was that this is the first time they'll have data on their subcutaneous treatment (as opposed to IV form), so she said that is something they are excited about. Who knows though, they could do something like INMB and say "whoah we were only looking for safety, but look at this efficacy!", lol. Doubt it, but you never know. I am in this for the aGVHD data that is coming sometime in 1H. I may have normally waited, but it was hard to resist these low prices.
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Post by JHam on Feb 26, 2021 15:10:52 GMT
This could be headed below $7 today.
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Post by JHam on Mar 4, 2021 23:15:48 GMT
They have $120M in cash and now trading at $194M. Was as low as $177M at one point today. Unbelievable. I still own my full position here and am looking to get out after Lupus data, but we’ll see. I really like this company, how they’re managed, their capital structure, pretty good liquidity, big events upcoming, great data so far. I do want to preserve cash, but this is one I wouldn’t be too worried about being stuck in for a little while. I mean, they have $4 a share in cash for crying out loud, lol.
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Post by JHam on Mar 9, 2021 19:39:45 GMT
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Post by JHam on Mar 15, 2021 12:15:18 GMT
ir.equilliumbio.com/news-releases/news-release-details/equillium-announces-positive-data-itolizumab-acute-graft-versusEquillium Announces Positive Data for Itolizumab in Acute Graft-Versus-Host Disease in Two Presentations at the 47th Annual Meeting of the European Society for Blood and Marrow Transplantation
March 15, 2021 Download PDF EQUATE acute graft-versus host disease (aGVHD) study observed rapid response and durability through day 85 EQUATE aGVHD study reported a clinically meaningful reduction in corticosteroid use Translational data demonstrates itolizumab’s impact on T cell effector function in aGVHD
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Post by JHam on Mar 15, 2021 12:31:21 GMT
ir.equilliumbio.com/news-releases/news-release-details/equillium-announces-positive-data-itolizumab-acute-graft-versusEquillium Announces Positive Data for Itolizumab in Acute Graft-Versus-Host Disease in Two Presentations at the 47th Annual Meeting of the European Society for Blood and Marrow Transplantation
March 15, 2021 Download PDF EQUATE acute graft-versus host disease (aGVHD) study observed rapid response and durability through day 85 EQUATE aGVHD study reported a clinically meaningful reduction in corticosteroid use Translational data demonstrates itolizumab’s impact on T cell effector function in aGVHD I'm trying to figure out what's new about this data...
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Post by JHam on Mar 15, 2021 14:41:19 GMT
I’m not sure I like this news today. Were they hyping up previously released data to get a headline at the European Society meeting? I’m concerned that it could water down the impact of positive SLE (Lupus) data and topline aGVHD data.
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