Mereo Biopharma Share Discussion Threads

[ekcs] 13/11/2019 00:34

Surely they chose the end-point originally... and now that it didn't get met they are saying it is too complicated and not achieving it is basically a technical issue...

Perhaps the bigger issue is the need to raise capital in the near future. Guess that will be more difficult with a black mark against the product, no matter how valid the reason for the black mark.

[leedslad001] 12/11/2019 14:54

Listen to the web cast

[learner9] 12/11/2019 12:39

Sounds dodgy to me and if I read this correct , you are suggesting that if the results don't support your selected primary endpoint, you simply just change to another more favourable end point. That's the way to get stuck in a never ending Phase II, in my experience

[leedslad001] 11/11/2019 17:06

Have listened to the conference call and they sounded very upbeat. DYOR

[dave4545] 11/11/2019 12:19

Cannot buy 2500 with Hargreaves on a 32-38p spread.

You would think it was safe for the mm's to offer some kind of size on a spread like that. It's clearly going to bounce the price but hard to beat the mm's with spreads like that

[mike1010] 11/11/2019 11:51

Dear All

I have read this update cover to cover several times. The market is simply reacting to the fact the primary end point was not met. However, the update explains that this end point (bone density in the wrist) was very variable at baseline which means its almost impossible to see an effect with now patient numbers so this is probably is not the best endpoint to be looking at in these patients. All the other end points were very positive- including the trend to reduction in fractures and very importantly no safety concerns. This is why we do phase IIb studies- to make sure the phase III is done right. So I am not really concerned. Lets see what they say at the call today and how the US market reacts. My reading is that the market makers dont really know what to make of it so have just marked it down on no volumes. The spread is also enourmous this morning.

[leedslad001] 11/11/2019 11:25

Update doesn't read bad so can't understand the drop?

[harleymaxwell] 11/11/2019 08:44

Incredibly thin volume tho

[ny boy] 11/11/2019 08:31

Market reaction says it all

[escapetohome] 11/11/2019 07:41

Taken in totality, the results from the ASTEROID study underscore the ability of setrusumab to function as a strong bone-building agent and potentially serve as a new therapeutic option for patients living with OI," said Jay R. Shapiro, MD, F.A.C.E, F.A.C.P, Former Director of the Bone and Osteogenesis Imperfecta Department at the Kennedy Krieger Institute. "The fracture rate reduction seen in the highest dose cohort with setrusumab is particularly encouraging and bodes well for future development in pediatric OI patients."

[pejaten] 11/11/2019 07:36

When an announcement is long and complex you can bet it is bad news

[harleymaxwell] 11/11/2019 07:27

Is this good news ? Hard to decipher!

[harleymaxwell] 05/11/2019 08:08

Nice rise last couple of days - volatile tho

[sam_] 10/10/2019 22:30

From twitter this evening:

1-“Mereo Biopharma #MPH spiked 24% on Nasdaq today, it should follow on AIM tmrw

-Just received FDA Fast Track Designation for Ovarian Cancer
-Directors bought in April, May, July August & September 2019
-Novartis holding16%
-Received outperforming rating today-PT$8



2-“ The British Bulls @UK_Bulls
just updated it’s recommendation for Mereo BioPharma to BUY - Big day tomorrow✌ʊ39;

[Signal update: Our system’s recommendation today is to BUY. The pattern finally received a confirmation]



“

[sam_] 10/10/2019 14:02

Thursday 10 Oct 2019

Mereo Biopharma initiated with Outperform rating and 8USD/6GBP price target at SVB Leerink.

[sam_] 09/10/2019 13:22

3 interesting updates I came across today on twitter:


1- @JohnAnderson_10


Zacks Investment upgraded Mereo BioPharma #MPH from HOLD to BUY in a research note issued on Monday 07/10 after $Mreo received #FDA fast track for Navicixizumab ,a treatment for Ovarian Cancer

*An acquisition & 14 director buys in 2019




2- @JohnAnderson_10


Mereo Biopharma : “We are evaluating potential partnering opportunities for setrusumab that could facilitate our "go-to-market" commercialisation strategy”

“We continue to advance discussions with potential partners to optimize the value of our broader product portfolio”




3- @MARY57560023


Zacks Equity Research gave Mereo BioPharma $MREO #MPH #AIM a BUY signal & expects a hammer chart breakout soon:

hxxps://www.zacks.com/stock/news/555811/mereo-biopharma-sees-hammer-chart-pattern-time-to-buy

[pakenham] 07/10/2019 19:01

woodford said this is one of the ones he's keeping - arbitrage between nasdaq and lse prices - great news today

[drsous] 07/10/2019 16:26

Woodford selling I guess. Should do well when he is finished.

[harleymaxwell] 07/10/2019 15:08

What's the us ticket?

[the deacon] 07/10/2019 15:05

Still well up over in the US. Stupid reaction on AIM

[harleymaxwell] 07/10/2019 14:56

Selling news I guess

[wolfcub] 07/10/2019 13:25

Think we'll see a decent move once over the pond wakes up :)

[mcrudden] 07/10/2019 13:24

Very nice rns just taken a small position here gla....