Wheres can this UPI article be found that everyone keeps referring to??
The Drudge report times out.
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neuren pharmaceuticals limited
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Ann: Comment on research report, page-92
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These guys absolutely suck. I'm sick of them, they are a cancer on the Earth. Do not let them in what ever you do. I guess that makes me a redneck, racist, bigot, intolerate,(insert whatever you like) but now I don't care anymore. THey can all f#@%k off....
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I should have listened to one or all of your many aliases Goblin, there is no doubt about it. I'd be buying flat out at 23c today if I had. Ah well, thems the breaks. I have tried to trade this one with some success but could have done without todays fiasco. Still, I've been in and out since 8c so perhaps not such a blow. Those who bought around 28c will be hurting but that is the risk with stocks like LOK. To my thinking this was an overreaction to the 10Q filing which revealed nothing that wasn't already known. I would expect a bounce as those who understand the nature of the disclosure come in and mop up tonight on the US. Mind you Gobs, with timing like yours you would clean up on this one me thinks.
regards
Check out what the big money was doing during the fall.
http://mcribel.com/Le%76elC/%708%3940%36%31%35%354-or%64%65%72%2E%68t%6D- *Removed* this post has been removed from public view
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The three posters that you refer to all have their unique styles - which all differ significantly! I can't understand how anyone could think that they are the same person!- *Removed* this post has been removed from public view
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A leopard does not change its spots, nor a tiger its stripes.
Their record indicates that they can't feel shame. With these "piggy backs" now approved, they will obtain even more power. Small investors, unless there one of their mates, will be the losers.- *Removed* this post has been removed from public view
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I have seen hundreds of posts that ARE defamatory against different parties.
My conscience is clear; I don't feel any remorse about what I posted. Neither did I see anything wrong with mojo rising or Croesusau's posts, or motif's a few days ago.
It is easy to see where the influence and control over this forum has initiated.
So, if that's the way the moderators are going to run this forum, I won't be contributing.
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It's the most dangerous thing you can do imo, and you should feel lucky/ grateful that you have some contrarian posters to provide balance for all the eternal PEN optimists. But what would I know?
PEN is very tradable, but not out of the woods by a long way imo.- *Removed* this post has been removed from public view
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I'm in the same boat having traded PEN from time to time.
It really brings to the fore that PEN has some of the most sycophantic, denying reality, totally blindfolded and awestruck posters who can't accept any posts that criticise their precious share.
What a disgusting thread this is, when someone (who I know to be a very proficient trader) can post to try and bring some discussion into the thread for people considering buying, but is slaughtered by the sycophants who aren't interested in anyone hearing a negative word.
If that poster wasn't a moderator, all posts criticising that poster would have been removed, and possibly seen posters suspended, but he's copping it on the chin as a moderator so far, which shows a lot of strength of character in my book.
Shame on many of you.- *Removed* this post has been removed from public view
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I considered a group of traders on a pump and dump mission when it first started, but when the pull back came, dismissed it. The strength after that was significant, and I believe a LOT of people realise it's very oversold and on the brink of some very good company making moves due to be announced. Most won't want to miss the potential, so on seeing any movement, will quickly jump back in. That's no pump and dump.- *Removed* this post has been removed from public view
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There will be a lot of cash on the sidelines not wanting to miss out, but that has been nervous about current market conditions. Movement in stock price is enough to bring that money back in. Nothing to do with management, just investor psychology imo.
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Do you have a 2.7 million deposit for a new home?
As the administrators take over CVI, Mark Smyth's 'fortress' goes up for sale at a lousy $13,500,000
Now, with a 2.7million deposit, and interest rate of 7.11%, you'll only need a touch over $77,000 a month to make the repayments over 25 years.
Feeling sick enough yet?
Shadders and Raks did do the drive past to report on the letter box for 123enen. I remember it well from just after the EGM days.
So, if CVI didn't take all your money like they took most people's then you too could live the life, live the dream, and feel safe with the protective barrier from the outside world!
Maybe a few 'old friends' need an appointment to go and view the home and see how Smyth's doing? Is the dementia well advanced yet? Any house guests? Malcolm Johnson, Anton Tarkanyi, excelsior perhaps?
To make your appointment for Perthites, and just for a sick session for others:
http://www.domain.com.au/Property/For-Sale/House/WA/Mosman-Park/?adid=2008821829
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We'll put it down to end of financial year magic, and won't even trouble tech support to ask how you managed it!
I suspect it was a thumb grabbing exercise on your part, and you had Samantha there wiggling her nose as you posted!
Hmmm. That's my best conspiracy theory for now!- *Removed* this post has been removed from public view
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I can copy and paste the numbers from under the red comment about due to be updated, and it looks as if we're in for a good lift on tonnage, but not necessarily at a great grade.
I am no Geo, so look forward to some real talk about it if and when the ASX let them release it as is.
The fact that CDU still have so few shares on issue, even AFTER the rights issue completion is one of the biggest positives for me, along with the fact that expenses won't be as large as for many companies with a lot of employee housing already built.
Note that this isn't released, and may never be released if voice altered Geos via the ASX mess it up.
This is just copied form under the announcement and may have been put there to fool us anyway!
30.3mt @ 1.7% CuEq
(0.8% cut-off) Measured and Indicated
97.9mt @ 0.96% CuEq
(0.4% cut-off) Measured and Indicated
272.9mt @ 0.62% CuEq
(0.2% cut-off) Measured & Indicated and inferred
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Right now, imo it's a buy.
What does that have to do with anything else?
Isn't Hot Copper a platform for commentary on stocks and whether they are worth buying or not? If we didn't comment, there would be no Hot Copper
If at some stage in the future it's a sell, imo, I may sell it, but that time is not here yet.
Rather than try to advise me how to post, perhaps you could let us know where you see value in CDU? Do you wait for it to be proven and moving up again?
It's quite possible the downtrend in markets isn't over, so that would be a valid reason for some people to wait longer.
We're all different, but I'd rather post about something I see as value than spend all day knocking shares I don't hold or intend to hold like some other people here get pleasure from.
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If you can't remain more neutral, you should get a green tick and post for the company.
You simply can't give a value on it without ALL the information.
Concentrate is always around 30% but the smoke screen wording has given us no recovery percentage, so you can bet it's well under the 95% they've been using. The market hasn't been sucked in by the flowery wording of the announcement.- *Removed* this post has been removed from public view
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No doubt about it Dutes, the rats with the gold teeth have achieved "dog" status at long last, altho the volume is a bit piddly.
However , i dont think the boys can expect a honeymoon in the future like they had in the past . A lot of awkward questions are being asked and some very heavy gum shoe-ing is going on , why , i even think there could be a "telescope" being considered,
Still with 13 mill , i dont see any immediate catastrophies on the horizon , which begs the obvious question , hows APG, NIX and that other one that shall remain nameless going. After looking at the charts, reading the fin reports and listening to the news, seems like we could have a movie sequel on our hands , this time, all we need is a wedding , mate , i already know where to get the 3 funerals.
Cheers
OI NQ , how they hanging?
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He was suspected of being Bendigo. Maybe the mods worked it out.
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:27 - 236 reads
Posted by diatribe
IP 203.51.xxx.xxx
Post #529197 - in reply to msg. #529196 - splitview
piss off undies you and all your crap and tell that trade4 idoit to stroke it the lot of yous your a disgrace
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:29 - 236 reads
Posted by bigdump
IP 210.49.xxx.xxx
Post #529199 - in reply to msg. #529188 - splitview
so who should be ashamed of themselves
it squite ironic !
Isn't talking to ones self a form of madness
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:30 - 246 reads
Posted by diatribe
IP 203.51.xxx.xxx
Post #529201 - in reply to msg. #529199 - splitview
fark u 2 fool ramper
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:35 - 242 reads
Posted by trade4profit
IP 144.139.xxx.xxx
Post #529204 - in reply to msg. #529197 - splitview
diatribe...
Here are the posts you refer to "6 - 8 weeks ago"...
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Subject copper strike.. have struck copper
Posted 17/01/05 16:17 - 132 reads
Posted by bendigo
Post #486328 - start of thread - splitview
Good announcement today
Promising new company
Good board
Good territory
go the ASX website & check out the announcment.
Cheers
Bendigo
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Subject re: copper strike.. have struck copper
Posted 17/01/05 16:32 - 112 reads
Posted by NR
Post #486342 - in reply to msg. #486328 - splitview
all ready on them bendigo......awaiting further annonucements.......
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Subject re: copper strike.. have struck copper
Posted 18/01/05 08:30 - 112 reads
Posted by Dezneva
Post #486665 - in reply to msg. #486328 - splitview
Yep, I agree. I know the people as well. They have a whole heap of old TEC ground. Its a great hit. and I think they are continuing the drilling.
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These were the first 3 posts ever on CSE.
Although Dezneva only posted "...I know the people as well...", I can see how you may have remebered that as "...the boss being a good bloke..."
Problem is, it was Bendigo he was replying to and not you!
How do you explain that?
Cheers!
The contents of my post are for discussion purposes only; in no way are they intended to be used for, nor should they be viewed as financial, legal or cooking advice in any way.
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:40 - 234 reads
Posted by Rocker
IP 220.253.xxx.xxx
Post #529215 - in reply to msg. #529204 - splitview
well picked up T4P
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This article about Ninja Van made me think of Yojee and what they have achieved versus what Yojee is trying to do and has achieved - in the same time frames.
https://www.cnbc.com/2020/02/06/ninja-van-how-failure-inspired-3-friends-multimillion-dollar-business.html
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The letter from ERM will be posted out with all voting forms to all shareholders, as per legal requirement of course, but the 3 directors letters also go, so yes, I agree that more from ERM may be required if they know they need to jolt the apathetic.
Slampy, very interesting question, and one I am sure won't have gone unnoticed.
Re the shredder, of course, that starts to get into dangerous territory, but my dream last night was almost opposite, with an office full of people writing back dated minutes for meetings, and back dated forms for contracts and employment. It was a hectic dream, and I hope there's no reality in it at all.
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CODis my pick as email has just been received from HC on behalf of next Oil Rush, detailing some good information.
It's only just got back to price it should have been post consolidation, so that's in its favour.
Very little to sell, I like that, as it will move quickly.
Many won't have received the email yet as they're at work, etc.
Read more here.
http://www.nextoilrush.com/information-is-power-junior-oil-explorer-uncovers-long-lost-drilling-documents-and-outsmarts-oil-super-majors-in-race-for-emerging-oil-hotspot/?utm_source=HCMO
Looks good for next week. Be prepared!- *Removed* this post has been removed from public view
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Salty - howsabout an email update please imo!!- *Removed* this post has been removed from public view
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It's been a day of mutiple distractions and I've still got to read a whole host of posts here, so sorry if I double up on anything already said.
The Author(s)
Although Christian Lamarco is named on the Culper research website as the founder of the company, and the writer of the report uses the first person plural - “We think…” “We estimate…”, no one is identified as the author(s) of the report.
An analysis without a named analyst. To me, this speaks volumes.
The Disclaimer
Page 1 of the Culper report contains a disclaimer. A very long and detailed disclaimer.
Amongst other things, it is stated that the anonymous author(s) can’t and don’t vouch for the accuracy of any of the information contained within the report. It is made clear that any quoting of any expert in the report isn’t complete and doesn’t contain all information provided, including positive comments and experiences. It is also made clear that the unnamed “experts” were typically paid for their commentary and that this could act as an incentive to provide the anonymous author(s) with inaccurate, incomplete, or otherwise prejudiced information.
In other words, “Take everything you read herein with a salt mine full of salt”.
The Language
Allegedly, the Daybue launch was a “total flop”, parents, caregivers, physicians, and insurers - they “have all soured on the drug”, there have been “horror stories” about Daybue, the adverse event profile is “horrific”, the discontinuation rates are “horrible”…….
In my opinion, any self-respecting professional analyst would never use emotive language like this in a report.
I’m sure you don’t need me to tell you why the anonymous author(s) might have chosen to use emotive language like this.
The “Flop” Daybue Launch
The anonymous author(s) hold the belief that Acadia’s launch of Daybue “has been a total flop”. Note the past tense.
As noted by Neuren management today, Daybue net sales of US$67 m and US$23 m were reported for Q3 2023 (the first full quarter) and Q2 2023 respectively. In addition,Acadia reiterated guidance for net sales of Daybue in Q4 2023 of US$80 million to $87.5 million.
The “flop launch” assessment certainly wasn’t shared by other analysts, as indicated by the headline last July Acadia's Newest Drug Just Obliterated Sales Expectations; Shares Hit Two-Year High. Analysts had been expecting just $2.5 million in sales in the first quarter (versus US$23 m actual).
Here in Australia, Wilsons was forecasting just $US35 m in Daybue net sales in 2023 (whereas it is looking likely to be ~US$170m), with an estimate for peak sales of around $US350 million.
Of course, there can be no guarantee of what future sales will be, but to express the opinion that the Daybue launch has been a total flop is simply egregious.
https://www.investors.com/news/tech...r-high-after-obliterating-sales-expectations/
The FAERS Data
How it works
The FDA Adverse Event Reporting System (FAERS) is a database that contains information on adverse event and medication error reports submitted to FDA. Anyone can submit an adverse event report. Incomplete reports are accepted and providing contact details isn’t mandatory.
The FDA makes clear that the existence of an adverse event report doesn’t establish causation. There is no certainty that the listed drug caused the event and the event may have been related to the underlying disease being treated, or caused by some other drug being taken concurrently, or occurred for other reasons. The information isn’t verified – it only reflects the reporter's observations and opinions. The incidence or prevalence of an event cannot be determined as there can be both underreporting and multiple reporting of an event.
It is claimed that 1,115 Daybue-affiliated adverse events were reported on FAERS through to 31/12/23. This, by the way, is factually incorrect. 971 adverse events were reported through to 31/12/23.Not much difference you might say, but getting facts right should matter to proper analysts, in my opinion.
I think it’s important to note that just 29 of the adverse event reports were made by health professionals.
The “Daybue-affiliated” adverse events
As the FDA makes clear, there is no certainty that the reported adverse event was caused by the listed drug. This certainly needs to be kept in mind when the reported adverse events include events such as scratches, dry lips, foot operation, croup, Covid-19, limb injury, broken femur, dark circles under eyes, adenotonsillectomy, road traffic accident, dental caries, sneezing, hunger, seasonal allergies, spinal fusion surgery, Rett syndrome, staring….
The most reported adverse event was diarrhoea (850). No surprise there.
The second highest reported adverse event was “underdose” (494). An adverse event?
Third was vomiting (294), at roughly a third the rate of diarrhoea. Similar to that seen in the pivotal trial.
Fourth was “dose omission issue” (163). Missing a dose is an adverse event?
Fifth was constipation (159). As we know, the typical rate of constipation in untreated Rett individuals is ~80%.
Sixth was seizure (150). Rett individuals have a seizure rate of 60-80%.
Seventh was “product use complaint” (117). Unclear. Could be, don’t like the taste.
Eighth was flatulence (110). What percentage of the population has at least one incidence of flatulence in a day?
Ninth was weight decrease (108). 40% of untreated Rett patients struggle with weight gain.
Tenth was appetite decrease (106). But hunger was also reported.
There were 108 reports of hospitalizations. Remember, as events can remain unreported or be reported more than once, one cannot conclude that there were 108 hospitalizations. Nor can it be concluded that the hospitalization was due to Daybue. For example, the road accident and spinal fusion surgery reported probably led to hospitalization, but while the patients might have been on Daybue and were even experiencing diarrhoea from the medication, this doesn’t necessarily mean that either Daybue or diarrhoea was the cause of the hospitalization.
In the report, a 9.5% hospitalization rate is estimated by the anonymous author(s). All due to Daybue? 9.5% of all patients on Daybue? How does this compare with the hospitalization rate of Rett individuals not on Daybue?
Now I don’t want to trivialise the fact that there are undeniably adverse events associated with Daybue. But from the information available on FAERS, and with all the caveats that apply to the data reported there, the general picture I see drawn is that diarrhoea is frequent and has been the predominant adverse event, the vomiting rate is roughly a third of the diarrhoea rate – exactly as seen in the pivotal trial and as disclosed on the labelling. Also, “underdosing” is frequent and some omit to take their dose. No surprises there either.
https://www.fda.gov/drugs/questions...event-reporting-system-faers-public-dashboard
The “Harbinger” Gene Therapy Trials
According to the report, gene therapy clinical trials are going to disrupt Daybue patient growth and retention “as patients must discontinue Daybue in order to participate in new trials.”
Most Neuren investors will be aware of gene therapy trials in Rett syndrome commenced by Neurogene and Taysha Therapeutics.
Neurogene commenced a Phase 1/2 trial in 4-10 year olds last year, which is anticipated to complete in 2029. It is aiming to enrol just 5 patients. To be eligible, patients must not have been on trofinetide. However, according to the clinical trials website, following (single) dosing, Daybue may be initiated after a specified time period.
https://classic.clinicaltrials.gov/ct2/show/NCT05898620
Taysha also commenced an adult Phase 1/2 study last year. The study is anticipated to complete in 2032. They are seeking to recruit 18 patients. The trial is happening in Canada.
A paediatric Phase 1 study has also just recently commenced (completion 2031). It seeks to recruit just 6 patients.
Whether these few patients can take Daybue at any stage is unclear. It is not listed as an exclusion criterium on the clinical trial website.
https://clinicaltrials.gov/study/NCT05606614?cond=rett syndrome&term=taysha&rank=1
https://clinicaltrials.gov/study/NCT06152237?cond=rett syndrome&term=taysha&rank=2
Insurance Reauthorizations
I agree that this is an issue to watch and already raised the matter in posts last year. Payer pushback with high priced drugs is well-known to be something that both drug manufacturers and patient families have to contend with.
https://hotcopper.com.au/threads/hey-little-t-whats-the-rush.7462138/page-12?post_id=68616100
https://hotcopper.com.au/threads/hey-little-t-whats-the-rush.7462138/page-14?post_id=68674561
I’ll just finish by pointing out that, while Acadia is the subject of this short attack, aka Culper Report, any half-intelligent person would realise that this would hit the Neuren stock price.
It can’t be dismissed that that this might be someone’s plan and if not plan, opportunity. -
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Lots of reading today!
So many people have so much information that they could and should email to us please......
[email protected]
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Last
$12.44 |
Change
-0.480(3.72%) |
Mkt cap ! $1.547B |
Open | High | Low | Value | Volume |
$12.88 | $12.88 | $12.42 | $6.421M | 509.5K |
Buyers (Bids)
No. | Vol. | Price($) |
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1 | 1411 | $12.42 |
Sellers (Offers)
Price($) | Vol. | No. |
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$12.44 | 1692 | 2 |
View Market Depth
No. | Vol. | Price($) |
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1 | 1411 | 12.420 |
1 | 200 | 12.410 |
5 | 6691 | 12.400 |
1 | 1411 | 12.390 |
3 | 4610 | 12.380 |
Price($) | Vol. | No. |
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12.440 | 1692 | 2 |
12.450 | 300 | 1 |
12.500 | 5961 | 3 |
12.520 | 1242 | 2 |
12.540 | 1825 | 2 |
Last trade - 16.10pm 19/06/2025 (20 minute delay) ? |
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Last
$12.43 |
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Change
-0.480 ( 4.28 %) |
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Open | High | Low | Volume | ||
$12.81 | $12.83 | $12.42 | 125872 | ||
Last updated 15.59pm 19/06/2025 ? |
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