Motif Bio Share Discussion Threads

[bountyhunter] 05/2/2019 16:22

who knows, I would think it means anytime before the FDA go home on the 13 Feb :-)

[tiger60] 05/2/2019 15:46

Qu: The decision date is 13th Feb but will the news release be scheduled for US or UK open? anyone?

[small crow] 05/2/2019 15:40

Shouldn't think earnings will be very high yet!

[mike1608] 05/2/2019 15:26

Earnings result

[razmo1] 05/2/2019 15:10

What results?

[bountyhunter] 05/2/2019 14:55

the reults won't mean much if we don't get the FDA approval

[catch007] 05/2/2019 14:54

The results and the FDA approval are two different events

[razmo1] 05/2/2019 14:36

Telbap. Decision is in 1 week. Not March.

[mike1608] 05/2/2019 13:47

I wish I had those warrants :)

[telbap] 05/2/2019 13:20

New here. Could anyone tell me how many warrants are still floating out there, saw some converted today, just wondered how many more still to come. Looking to enter here for the March results......looks interesting on the face of it.

[brucie5] 05/2/2019 12:24

I've also hoovered up a few more this morning. And that's definitely IT.

[lionheart69uk1] 05/2/2019 12:03

Having previously bought at 26p then sold at 39p, I have swallowed my pride and just bought again at 44p so let us see what happens.

[catch007] 05/2/2019 11:44

Interesting hypothetical analysis above ……..as I understand it the overall market is potentially 1 billion doses per annum and another way of looking at revenues is MTFB share of the total dosage capacity hence the need for a major commercial distribution partner to provide the infrastructure and market reach. All of course subject to an FDA approval.

[pyglet] 05/2/2019 10:51

It all looks so very positive. Often in these situations something is ready to bite you on the bum when you are least suspecting it. Let's hope not.

[brucie5] 05/2/2019 10:21

!!!!!!!
Would be nice, if true. I snaffled a few on Feb 1st, but watching the fortunes of IMM - rocketing up, then falling mightily back to earth - have made me extremely circumspect even on this little gem.

[metis20] 04/2/2019 20:30

ceo interview - refers to the renal impaired target.

Also M&G since the interview have apparently moved up to 9.1%

[bountyhunter] 04/2/2019 19:50

Duplicate.

[bountyhunter] 04/2/2019 19:50

Cheers rabito, appreciated.

[rabito79] 04/2/2019 19:46

My understanding, mainly derived from more knowledgable posters on the lse board, is that although Paratek's antibiotics treat similar conditions there are different generations of existing products. Ilcaprim has a novel mechanism and therefore will face less microbial resistance issues. A key point is that Ilcaprim is being targeted at renal impaired patients who have a higher mortality risk with than the widely used vancomycin. This is the main target market of MTFB although other conditions will be targeted in the future, but will likely need further trials. I would recommend people read the companies presentations or read some of the posts on LSE by ivyspvy.

[bountyhunter] 04/2/2019 19:22

Had a quick Google, is MTFB a potential competitor? Paratek's product:
NUZYRATM (omadacycline) is a once-daily intravenous and oral antibiotic for the treatment of adult patients with CABP and ABSSSI caused by susceptible pathogens.

[bountyhunter] 04/2/2019 19:18

What's the significance of Paratek? Do they have a new antibiotic?

[bermudashorts] 03/2/2019 09:06

best1467

Mirabeau, I agree that many focus solely on approval and don't understand what is required to take a drug to market - especially in the US. However, perhaps worth adding a bit of perspective and context around these warnings.

Firstly as Dr Mac has pointed out it's more meaningful to look at market cap - at its peak Paratek's market cap was over $700m and today sits somewhere around $216m - still double that of MTFB.

Most importantly though Paratek is growing its own sales force and taking their products to market alone - very expensive. Investors have been put off by their levels of debt and a surprise (many thought unnecessary) large convertible loan issue - around $150m from memory. Debt, dilution = fall in sentiment and share price.

It will be interesting to hear MTFB's plans for marketing Iclaprim (assuming approval) but as I understand it, their preferred option is partnering and going it alone is bottom of the list. FDA approval also increases the possibility of a geographical licensing deal for rest of the world commercialisation.

[mirabeau] 03/2/2019 08:32

Just be careful, that's all I am saying. I've been on the boards for years now and I have no malicious intentions. I've lost money in the past and it can be a destructive experience. My only intention here or whenever I post is to show that in the market there's a time to buy, a time to sell and a time to hold. Do what you must but don't lose your profits.