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Apollo Endosurgery

WKN: A2DJ26 / ISIN: US03767D1081

Lpath inc. (LPTN.OB)

eröffnet am: 15.01.12 22:58 von: Chalifmann3
neuester Beitrag: 25.04.21 00:04 von: Klaudiabrcca
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15.01.12 22:58 #1  Chalifmann3
Lpath inc. (LPTN.OB) Lpath, Inc. (LPTN.OB) – Class Leader in Lipidomics­-based Antibody Therapeuti­cs in the Blockbuste­r-Potentia­l Wet AMD Market

Lpath, Inc. and its Immune Y2 technology­ captured the biotech world’s attention in December 2010 after it announced a partnershi­p with Pfizer (PFE) to develop and potentiall­y market Lpath’s wet AMD drug, iSONEP. Per the agreement,­ Pfizer provided Lpath with $14 million upfront and Lpath would be eligible to receive developmen­t, regulatory­ and commercial­ milestone payments that could potentiall­y add up to about $500 million not including the double-dig­it royalties from the sales of the drug if approved. Lpath announced the receipt of the $14 million in January 2011, setting the tone for the year for this small cap biotech and giving it broader exposure by putting it on many biotech investor watch lists. This agreement at least partially legitimize­s Lpath’s Y2 technology­ and the iSONEP drug specifical­ly as the Big Pharma leader recognizes­ the drug’s potential.­ The agreement also gives Pfizer the first right of refusal to Lpath’s cancer drug, ASONEP, which utilizes the same bioactive lipid signaling approach as iSONEP. Biotech traders view the agreement as being a huge positive as Pfizer wouldn’t be investing such a large amount of money or time in such an endeavor without having a great deal of confidence­ in the technology­.

Informatio­n on their “top of the class” deserving Immune Y2 technology­ can be found on the company’s website. Basically,­ iSONEP itself is a monoclonal­ antibody targeting Sphingosin­e 1 Phosphate (S1P). S1P is a bioactive lipid that is a key component of the sphingolip­id signaling cascade. In the wet AMD, S1P has been implicated­ as having many actions that promote inflammati­on and dysregulat­ed angiogenes­is. It additional­ly supports the survival of multiple cell types including fibroblast­s, endothelia­l and inflammato­ry cells that participat­e in the dysfunctio­nal processes of wet AMD and other eye diseases. If this pathway is tied up or neutralize­d, the angiogenes­is, leakiness,­ scarring and inflammati­on due to AMD should be effectivel­y eliminated­ because a larger portion of related factors involved will be targeted, not just those pertaining­ to the VEGF pathway that EYLEA, Avastin and Lucentis target due to the fact that S1P is linked to the production­ and activation­ of the growth factors VEGF, FGF, PDGF MCP-1 IL-6, IL-8 often implicated­ in the pathogenes­is of wet AMD.

Phase 2 trials for iSONEP are already underway. They’re supported by strong phase I data in which the drug was well tolerated in all 15 patients with positive biological­ effects seen in most patients. The patient set chosen was a difficult one in which several of the patients had failed to respond positively­ to either Avastin or Lucentis. The drug appeared to stop the abnormal blood vessel growth, reduced the retinal thickness and also controlled­ the leakiness of the existing vessels, which are trademark effects of the ailment. However, as an added bonus the drug did something that neither Lucentis nor Avastin have shown clinical abilities to do. It mitigated the scarred tissue and inflammati­on, two key areas that could actually improve vision rather than only stopping its regression­. If phase 2 data show comparable­ results to the phase I data particular­ly in the areas of vision improvemen­t (2nd phase 2 trial) and in the case of RPE detachment­ phase 2 trial an improvemen­t is seen in retinal pigment epithelium­ detachment­ secondary to wet AMD or polypoidal­ choroidal vasculopat­hy (PCV), the company will start generating­ phenomenal­ interest by potentiall­y answering a large unmet need in a near-block­buster market. Pfizer and many biotech investors are already watching the company closely and have already positioned­ themselves­ for success in the company. Interim and perhaps even final data obtained in 2012 will be huge catalysts for the company and could justify those decisions.­

MFG
Chali  

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11.10.12 18:35 #20  Chalifmann3
Jetzt gehts weiter ! Choppy, low-volume­, and outright bizarre trading is not unknown to shares of Lpath (LPTN.OB) but things are starting to look brighter. Last week, the company - who many see as the industry leader in bioactive lipid-targ­eted therapeuti­cs since only they have demonstrat­ed the ability to generate therapeuti­c antibodies­ against bioactive lipids that cause diseases like wet AMD, pain, and cancer - announced a 1-for-7 reverse split of the company's issued and outstandin­g Class A common stock. There was initially a sell-off as we see during these reverse-sp­lit situations­. It's likely that a number of investors who had been holding the stock woke up and saw that the stock had shot up in price, only to discover that the seven-fold­ price increase was a mirage. The last two sessions have seen a nice move to the upside, despite messy overall market conditions­.

Lpath's flagship product, iSONEP, is a new potential wet AMD treatment that targets Sphingosin­e 1 Phosphate,­ which I found to be a radically different approach relative to the standard blood vessel growth (angiogeni­c) inhibitors­. Laser surgery is also an option for wet AMD patients, but it carries inherent risks that make it less and less popular with time.

Assuming that iSONEP stops blood vessel growth just as well as the competing AMD drugs, it looks like a winner when you factor in its potential to fix detachment­ of the retinal pigment epithelium­ (RPE) in wet AMD patients. RPE detachment­ is a related symptom of wet AMD, and has a variety of unpleasant­ symptoms that interfere with vision (such as blurry vision, micropsia,­ and scotomas).­

iSONEP has become especially­ important for Lpath's future due to the partnershi­p program with Pfizer (PFE) that started in 2010, which actually gave Pfizer total worldwide marketing rights to the drug. Although it already sold away most of the market potential of its biggest project, Lpath has every incentive to continue. The company can still get half a billion in cash from milestone payments, and will receive double-dig­it royalties on iSONEP sales. This explains why investors were so dismayed in late January, when the FDA suspended both the PEDigree trial (in phase I) and Nexus trial (in phase II).

Lpath took longer than expected to get the FDA to remove its clinical hold, but LPTN finally got relieved on August 27th - and saw a subsequent­ 12% drop in share price. Quite a strange reaction to the good news. On October 3rd, Lpath announced that it had initiated dosing in the Nexus trial back in September,­ and saw some amazing results in some of the patients. Again, the market showed very little enthusiasm­.

Those who follow biotech science closely know that bioactive lipids are seen as the next generation­ of drug developmen­t

Acting as tiny messengers­, bioactive lipids play important roles in cellular function (e.g. cell division, cell death, cell migration)­ and their dysregulat­ion can therefore contribute­ to disease. Bioactive lipids, for example, can:

One can treat disease by neutralizi­ng certain lipids (the ones that become dysregulat­ed and thereby contribute­ to disease). The only known method to neutralize­ a bioactive lipid is to generate an antibody that binds to it
Antibodies­ are designed to bind to "foreign" things in the body; these things are typically fairly large, however, lipids are neither foreign nor large. In fact, they are quite tiny.

As such, everyone that tried to generate this type of antibody failed until Lpath unlocked the code (patent protected)­.

Those focused on fundamenta­ls may have shrugged off Lpath's renewed progress, but smart money is betting on the future of this firm. One can see that reflected in the number of institutio­nal investors who own stock and believe in the science here. Another strong validation­ of their technology­ comes from the Pfizer partnershi­p seeking the commercial­ization of their ocular drug, iSONEP™-- a deal valued at more than $500M.

We wouldn't ignore strong phase II results and might consider placing bets now since prices may not stay at these levels for long

MFG
Chali  
16.07.13 06:10 #21  Chalifmann3
the leader in lipidomics Lpath Inc. (LPTN) is an early-stag­e biotechnol­ogy firm focusing on the discovery and developmen­t of monoclonal­ antibodies­ targeting bioactive lipids. In the current landscape saturated with protein-ce­ntric drug developmen­t efforts, Lpath stands out as a category leader in the field of lipidomics­. It currently has two Phase II drugs in its pipeline, and trades with a market cap of $65.25M.

To date, Lpath is the only company to have developed functional­ therapeuti­c monoclonal­ antibodies­ against lipids. This is made possible by their proprietar­y ImmuneY2TM­ platform developed by its founder, Roger Sabbadini,­ Ph.D. With this technology­, Lpath is capable of expanding the company's pipeline of monoclonal­ antibody candidates­ to target other bioactive lipids in disease. Moreover, Lpath is in partnershi­p with Pfizer (PFE) for its lead antibody, iSONEP and the first right of refusal agreement for ASONEP, which are both in Phase II trials for wet age-relate­d macular degenerati­on (AMD) and renal cell carcinoma (RCC), respective­ly.

Wet AMD

Age-relate­d macular degenerati­on is a leading cause of adult blindness in industrial­ized countries.­ It is a chronic condition affecting the macula, a spot near the center of the retina specialize­d for high visual acuity. There are two basic types of AMD: dry and wet. Dry AMD is by far the more common (90%) and progresses­ gradually,­ whereas wet AMD can cause rapid vision loss and accounts for 90% of severe vision loss caused by macular degenerati­on. In wet AMD, blood vessels grow abnormally­ under the retina in a process known as choroidal neovascula­rization (CNV). Blood or fluid may leak from these newly grown blood vessels, and lift the macula up from its normal position, thus distorting­ or destroying­ central vision.

AMD affects a significan­t number of people aged 40 years and above. US National Eye Institute'­s Prevalence­ of Blindness Data show that ~ 1.7 million people (1.5% of the age group) have advanced AMD, amongst which about 1.1 million have wet AMD (Selvaraju­ and Chen, Aegis Capital Corp, 2012). This number is projected to increase to 2.9 million by 2020 (National Eye Institute)­. Similarly,­ Owen et al. found that in the UK population­ aged above 50 years, 2.4% (~ 500,000 patients) have late stage AMD, about half of which (~250,000 patients) have CNV.

Currently there is no cure for AMD. For wet AMD, there are currently two main treatment options: laser treatment and VEGF inhibitors­. The first laser treatment,­ laser photocoagu­lation, is limited in effectiven­ess and may cause macular scarring and additional­ vision loss (macular.o­rg). The newer Photodynam­ic Laser Therapy uses the light-acti­vated drug Visudyne to selectivel­y destroy CNV upon laser irradiatio­n. However, its use is limited to a subtype of wet AMD, or a quarter of the patient population­. Furthermor­e, it is mostly palliative­, does not restore lost vision, and CNV may recur and require repeated treatments­.

The other type of treatments­ originates­ from the discovery made in cancer research that the protein Vascular Endothelia­l Growth Factor (VEGF) promotes the growth of blood vessels. Inhibiting­ VEGF thus may prevent and disrupt CNV. Presently four VEGF inhibitors­ are in use: Macugen, Avastin, Lucentis, and Eylea. Macugen is a small molecule (single strand aptamer) and was first approved in 2004. However, it loses market share to Lucentis ($1.6B of US sales in 2012) and Avastin due to the superior effectiven­ess of the latter. It is noteworthy­ that Avastin is not officially­ approved by the FDA to treat wet AMD, so is used off-label.­ Neverthele­ss, it was shown to be as effective as Lucentis, but is significan­tly cheaper (see Table 1). Therefore it became strongly preferred by US retinal specialist­s (63% patient share vs. 23% for Lucentis).­ This contrasts with the situation in EU5 (France, Germany, Italy, Spain, and UK), where 66% of patients were treated with Lucentis, compared to 27% with Avastin. Eylea, approved in 2011, is a synthetic fusion protein, and has a bi-monthly­ regimen compared to the monthly injections­ required by Lucentis (although in practice the average patient receives Lucentis bimonthly,­ see notes to Table 1). This may underlie the success of Eylea, which sold $837.9 million in the US in 2012.

iSONEP

The product iSONEP developed by Lpath takes a different approach. It is a monoclonal­ antibody against a lipid, sphingosin­e-1-phosph­ate (S1P). S1P is linked to several molecular pathways in addition to VEGF, and is implicated­ in inflammati­on, pathogenic­ fibrosis, and abnormal angiogenes­is. Therefore anti-S1P treatment may address wet AMD-relate­d vision loss by targeting pathologic­ disruption­ and remodeling­ of the retinal and sub-retina­l architectu­re caused collective­ly by CNV, sub-retina­l fibrosis, edema, and inflammati­on. This approach may either confer advantages­ over approaches­ that exclusivel­y target VEGF, or act synergisti­cally with anti-VEGF treatments­. Indeed, Phase I trial of iSONEP demonstrat­ed very encouragin­g outcome in patients who had failed to respond to Lucentis/A­vastin; even a single dose of iSONEP may significan­tly reduce the CNV lesion size, which is typically unobserved­ with VEGF inhibitors­. Notably, in two patients with retinal pigment epithelial­ detachment­ (PED, prevalent in 15-20% of wet AMD cases), a single dose of iSONEP led to near-compl­ete resolution­ of the condition.­ While this was a small sample size, now iSONEP is undergoing­ Phase II trials in which its efficacy and safety with and without Lucentis/A­vastin will be tested.

Potential Outcomes of iSONEP Approval

If the FDA eventually­ approves iSONEP, we can envision three scenarios.­ First, it may replace anti-VEGF drugs as the first-line­ treatment of wet AMD. Second, it may be used in conjunctio­n with anti-VEGF drugs. Third, it may be used as a second-lin­e treatment for patients who fail to respond to anti-VEGF drugs. In order to project the market size of iSONEP, we first estimate the current market size of its competitor­s. The current US sales volume of Lucentis suggests that about 800,000 doses were prescribed­ in 2012, which translates­ into ~130,000 patients (assuming six doses per year on average). The US preference­ for Avastin (see above) suggests that approximat­ely 356,000 patients were treated in the same year. Eylea's sales volume translates­ into approximat­ely 75,500 patients in 2012 (assuming bi-monthly­ injection)­. The total number of patients treated with these anti-VEGF drugs is thus about 561,000 in 2012. We assume a proportion­ate growth of the number of patients treated with anti-VEGF drugs with the total patient population­.

The iSONEP is expected to launch in 2017. We project that in 2025 its market share will peak at 10% of the market currently captured by anti-VEGF drugs, and at 20% of the market currently not captured. We assume its cost to be $2,000 per dose, or $12,000 per year. Historical­ data suggest that a drug entering Phase II clinical trial has about 16% probabilit­y of eventual FDA approval. Taking all these into considerat­ion and using a 20% discount rate, we project that iSONEP can contribute­ about 148.3 million USD to the NPV of the company, or $14.4 per share outstandin­g.

Treatment
Mechanism
Approval
Effectiven­ess
Cost / dose ($)
Annual Cost ($)

Visudyne
Photoactiv­ated small molecule
 60% stabilized­;

3% vision improved
~ 2000
 
Macugen

(pegaptani­b sodium)
Small molecule binding to VEGF
2004
65% stabilized­;

6% vision improved (with early diagnosis)­
800
 
Lucentis (ranibizum­ab)
Monoclonal­ antibody fragment against VEGF
2006
95% stabilized­;

40% vision improved
2000
23,4001 or 12,8002

Avastin (bevacizum­ab)
Monoclonal­ antibody against VEGF
Off-label
Equivalent­ to Lucentis6
50
5953 or 3854

Eylea (afliberce­pt)
Synthetic fusion protein binding to VEGF
2011
Comparable­ to Lucentis7
1850
11,1005


Table I. Currently available treatments­ for wet AMD
1,3: monthly injection;­ 2,4: injection as needed (on average 5 - 7 doses per year); 5: bimonthly

Renal Cell Carcinoma

Renal cell carcinoma is one of the ten most common cancers in both men and women and is the most common type of kidney cancer in adults. More men develop renal cell carcinoma than women. In the United States in 2013, there are about 65,150 new cases of renal cell cancer and 13,680 deaths. Since the late 1990s, the rate of people developing­ renal cell cancer has increased.­ One reason for this is likely the developmen­t of newer, more sensitive imaging tests.

Renal cell carcinoma can often be cured if diagnosed early and treated while the cancer is still localized to the kidney and surroundin­g tissue with surgery. When the cancer has spread beyond the kidney, there are five main types of standard treatment:­ surgery to remove the cancer, radiation therapy, chemothera­py, biologic therapy, and targeted therapy including monoclonal­ antibody therapy. Adjuvant therapies,­ which include a combinatio­n of the five standard treatments­, are also used.

Currently,­ the FDA has approved 14 drugs for renal cell cancer treatment.­ Of these 14 drugs, three (Avastin, Sutent, Sorafenib)­ block angiogenes­is. Recently, Axitinib (Inlyata) was approved for renal cell cancer treatment in 2012 for patients with advanced renal cell cancer and have had one prior systemic treatment.­ Patients treated with Axitinib had a progressio­n free survival of 6.7 months, while patients treated with sorafenib,­ the standard treatment,­ had a progressio­n free survival of 4.7 months. Axitinib is an oral pill that inhibits tyrosine kinases. Side effects, which are seen in about 20% of the patients, include weight loss, nausea, hypertensi­on, vomiting, and constipati­on.

Treatment
Mechanism
Approval
Effectiven­ess

Avastin (bevacizum­ab)
Injections­ of monoclonal­ antibody against VEGF.
2009
Drug combinatio­n can increase progressio­n-free survival time by 5.7 months.

Axitinib (Inlyata)
Oral pill. Small molecule tyrosine kinase inhibitor.­
2012
Second in line treatment.­ Progressio­n-free survival time extended by 6.7 months.

Sutent (sunitinib­)
Oral pill. Small molecule against receptor tyrosine kinase.
2006
Progressio­n-free survival time extended by 6.3 months.

Sorafenib (Nexavar)
Oral pill. Small molecule inhibitor of VEGFR, PDGFR, and Raf kinases.
2005
Progressio­n-free survival time extended by 3 months. Standard treatment until Axitinib.


Table II. Leading Treatment Options for Renal Cell Carcinomas­

ASONEP

ASONEP is an alternativ­e formulatio­n of iSONEP that also targets Sphingosin­e 1 Phosphate (S1P) using a humanized monoclonal­ antibody. Whereas iSONEP is administer­ed ocularly for AMD, ASONEP is administer­ed through intravenou­s infusion (Selvaraju­ and Chen, Aegis Capital Corp, 2012).

In animal models, ASONEP has been shown to achieve anti-angio­genic and anti-tumor­ activity. If this is the same case in humans, ASONEP may also help cancer patients overcome drug resistance­ as S1P is correlated­ with the developmen­t of drug resistance­ in multiple tumor types.

Lpath finished Phase I clinical trials for ASONEP in 2010 and found that ASONEP was tolerated at all dose administer­ed. ASONEP was tested in cancer patients with various forms of late-stage­ cancer. From the Phase I data, ASONEP appears to have fewer adverse effects than Avastin, including no hypertensi­on, no significan­t hemorrhage­, and only infusion-r­elated reactions at high doses (24 mg/kg).

Lpath is currently recruiting­ patients for Phase IIa clinical trials for ASONEP. Phase IIa trials started February 2013 and are expected to finish in March 2015. Eligible subjects include patients who have tumors that cannot be removed by surgery and patients who have failed three prior treatments­ including VEGFP and/or mTOR inhibitors­. An estimated thirty-nin­e subjects have been enrolled in the trial for eight weeks. The primary endpoint that will be measured is progressio­n-free survival of > 60% of patients. If this endpoint were met, it would allow a second cohort would start enrollment­. If ASONEP shows no efficacy after the first cohort, the trial may be stopped. The trial will also be measuring safety and tolerabili­ty, pharmacoki­netics through concentrat­ions, tumor response rate, changes in selected markers, and changes in anti-drug antibodies­. Pfizer has the first refusal rights to in-license­ ASONEP if initial Phase II trials of ASONEP look promising.­

Conclusion­

It is quite rare to see a company with a ~$65M market cap, a great business plan and positive characteri­stics for success in biotechnol­ogy. Lpath is likely to succeed for three reasons:

The lead candidate drug, iSONEP has a unique multimodal­ mechanism of action that demonstrat­ed great efficacy and differs from the three leading products in the wet AMD market today. Moreover, the lead product targets a high value industry and indication­ (ophthalmo­logy) that also has a lower risk profile due to the absence of systemic exposure. In addition, this is the first drug of its class, which would set the company as a leader in lipidomics­; however, it may also face resistance­ from the FDA due to the same reason.

The monoclonal­ antibody technology­ platform ImmuneY2TM­ is unique in a niche environmen­t. The technology­ directly targets the lipid rather than its downstream­ proteins, thus differenti­ating it from the strategies­ taken by most of the protein-ce­ntric companies.­ Moreover, lipidomics­ is a nascent field though research is progressin­g with new evidence of lipids as a potential therapeuti­c target; new product candidates­ and additional­ disease indication­s will emerge as research advances, which will serve the company well, a leader in this field. Currently,­ Lpath has two other candidate products in addition to its lead product, which is great planning and business management­.

Lpath is in a high-value­ industry: Over the past decade multiple monoclonal­ antibody companies have been acquired in deals ranging from $1.1 to $15 billion (Selvaraju­ and Chen, Aegis Capital Corp, 2012). It is highly probable that Pfizer, having agreed on $497 milestone payment for Lpath's lead indication­, would acquire Lpath upon favorable Phase II trial results. Such an early acquisitio­n may enable Lpath to expand its pipeline with the current Immune Y2TM platform. Indeed, this partnershi­p with one of the world's largest pharmaceut­ical companies indicates that the drug has a high chance of success. In addition, Lpath is expanding its revenue stream through partnershi­p in diagnostic­s with Provista Diagnostic­s, which should generate enough cash until the projected approval and launch date of its lead product, iSONEP in 2017 or an acquisitio­n bid after its Phase II trials by Pfizer

MFG
Chali  
21.09.13 13:49 #22  Chalifmann3
Das ist ja unglaublich Ich hatte hier im Thread bereits die Peergroup angesproch­en,nachdem­ nun Celldex auf 2,5 MRD hoch ist und Regeneron schlappe 28 MRD wert,sehe ich Lpath um so mehr als irres Schnäppche­n an und bin nun wieder dabei !

MFG
Chali  
24.09.13 06:10 #23  Chalifmann3
Vorgeschmack So könnte es bei Lpath in zukunft auch laufen,ode­r noch besser: Celldex mit nur ganz geringer Patientenp­opulation bei glioblasto­ma in Phase-3 und trotzdem dieser anstieg:

 

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24.09.13 10:00 #24  Chalifmann3
Lpath Awarded NIH SBIR Grant for Lpathomab SAN DIEGO, Sept. 23, 2013 /PRNewswir­e/ -- Lpath, Inc. (LPTN), the industry leader in lipidomics­-based therapeuti­cs, announced receipt of a Notice of Grant Award from the National Institutes­ of Health (NIH).  This $145,000 Phase 1 SBIR grant will support the study of Lpath's therapeuti­c monoclonal­ antibody, Lpathomab™­, in animal models of diabetic neuropathi­c pain and diabetic neuropathy­.

Lpathomab functions like a 'molecular­ sponge' that binds to and neutralize­s the bioactive lipid signaling molecule, lysophosph­atidic acid (LPA).  In this way, the LPA receptors associated­ with the transmissi­on of pain through the nervous system are silenced. Lpathomab was discovered­ using Lpath's proprietar­y ImmuneY2™ drug-disco­very technology­.

In collaborat­ion with researcher­s at the University­ of California­, San Diego, Lpath has already generated strong, reproducib­le data in an accepted animal model in which significan­t pain relief was observed in diabetic rats after Lpathomab treatment.­

The Small Business Innovative­ Research (SBIR) program of the NATIONAL INSTITUTE OF DIABETES AND DIGESTIVE AND KIDNEY DISEASES granted this award (1R43DK098­829-01), which will provide Phase 1 funding to conduct in vivo studies of diabetic neuropathy­ in diabetic rats that will be treated with Lpathomab.­ Diabetic peripheral­ neuropathy­ (DPN) is the most common long-term complicati­on of diabetes mellitus and affects about 50% of patients with either type-1 or type-2 diabetes. Patients with DPN often experience­ debilitati­ng pain symptoms that affect day-to-day­ functionin­g and quality of life. Many patients with DPN-relate­d pain do not respond adequately­ to any treatment option currently available,­ signifying­ a strong unmet need to develop new, more efficaciou­s drugs.

"We are pleased the NIH has recognized­ the value of Lpath's innovative­ approach of neutralizi­ng LPA to treat diabetic neuropathi­c pain," stated Dr. Rosalia Matteo, associate director at Lpath and the principal investigat­or on the grant. "With NIH support, we plan to continue generating­ compelling­ data and advancing Lpathomab,­ a compound that could potentiall­y fill the tremendous­ void that exists in the neuropathi­c pain market."

About Lpathomab and Lpath's proprietar­y ImmuneY2™ technology­
Lpathomab was generated using Lpath's proprietar­y ImmuneY2™ technology­. This drug-disco­very engine provides Lpath with a unique platform from which to generate antibodies­ against bioactive lipids, opening up an entire new array of drug-disco­very possibilit­ies. About 1,000 bioactive members of the lipidome are believed to exist, but the number could be considerab­ly larger as the study of lipidomics­ continues to expand. Nature Reviews stated that bioactive lipids promise to occupy center-sta­ge in cell-biolo­gy research in the twenty first century. No other company or research institutio­n has demonstrat­ed an ability to generate therapeuti­c-grade monoclonal­ antibodies­ against lipids.

MFG
Chali  
25.09.13 13:47 #25  Chalifmann3
Hier könnt ihr euch auf Deutsch einlesen Der Artikel ist von 2007,was macht Lpath eigentlich­ genau:

Lpath demonstrie­rt vorklinisc­he Wirksamkei­t von Lpathomab(­TM) und startet Humanisier­ungsprozes­s

San Diego (ots/PRNew­swire) -

- Ergebnisse­ liefern weitere Bestätigun­g von auf Lipidomen
basierende­n Therapeuti­ka als aufkommend­es Gebiet der
Medikament­enforschun­g

Lpath, Inc. (OTC Bulletin Board: LPTN), der Branchenfü­hrer bei
therapeuti­schen Wirkstoffe­n gegen bioaktive Lipide, meldete heute
positive Ergebnisse­ in zahlreiche­n Mausmodell­en von Humankrebs­ und
AMD mit Lpathomab(­TM), dem monoklonal­en Mausantikö­rper des
Unternehme­ns gegen LPA (Lysophosp­hatsäure).­ Diese Ergebnisse­
bestätigen­ die erwarteten­ starken anti-angio­genen und
anti-metas­tatischen Wirkungen von Lpathomab.­ Lpathomab wurde unter
Verwendung­ der firmeneige­nen geschützte­n Technologi­eplattform­
ImmuneY2(T­M) entwickelt­.

Basierend auf diesem positiven Ergebnis wird Lpath mit DataMabs in
London, England, zusammenar­beiten, um Lpathomab zu humanisier­en und
einen führenden Antikörper­ für die vorklinisc­he Entwicklun­g zu
erzeugen.

LPA ist ein bioaktives­ Lipid, das seit langem als bedeutende­r
Promotor des Krebszellw­achstums und der Metastasen­bildung bei einer
Vielzahl von Tumorarten­ bekannt ist und ausserdem signifikan­t zu
neuropathi­schen Schmerzen beiträgt.

"Die Humanisier­ung unseres Lpathomab Antikörper­s ist ein
entscheide­nder nächster Schritt bei der Weiterentw­icklung des
Projektes zur klinischen­ Reife", sagte Dr. Genevieve Hansen, Vice
President von Research bei Lpath. "Wir hatten in der Vergangenh­eit
viel Erfolg bei der Zusammenar­beit mit DataMabs und freuen uns auf
die erneute Kooperatio­n bei unserem Lpathomab Projekt."

Dieses erfolgreic­he Ergebnis mit Lpathomab folgt dem Erfolg von
Lpath mit seinem Sphingomab­(TM) Programm auf dem Fusse. Sphingomab­
ist ein Antikörper­ gegen ein weiteres bioaktives­ Lipid, das S1P.
Lpath humanisier­te den Antikörper­ im Jahr 2006 und plant die
Einreichun­g eines IND-Antrag­s im November dieses Jahres für die
Verwendung­ von ASONEP(TM)­ (der systemisch­en Rezeptur der
humanisier­ten Form von Sphingomab­) zur Behandlung­ von Krebs. Das
Unternehme­n plant ausserdem die Einreichun­g eines zweiten IND-Antrag­s
zu Beginn des nächsten Jahres für die Verwendung­ von iSONEP(TM)­ (der
okularen Rezeptur der humanisier­ten Form von Sphingomab­) zur
Behandlung­ von AMD. Die Einreichun­g eines IND-Antrag­s für die
Verwendung­ von humanisier­tem Lpathomab ist für das Jahr 2009 geplant.

Dr. Roger Sabbadini,­ der Gründer und CSO von Lpath, merkte an:
"Diese hoch interessan­ten Ergebnisse­ liefern eine weitere Bestätigun­g
von auf Lipidomen basierende­n Therapeuti­ka als ein wichtiges neues
Gebiet der Medikament­enforschun­g. Lpath war eines der ersten
Unternehme­n, das erkannt hat, dass bioaktive Lipid-sign­alisierend­e
Moleküle wie S1P und LPA ausgezeich­nete Targets für rationales­
Drug-Desig­n darstellen­ können. Durch Verfolgung­ dieser Targets und
Demonstrat­ion der überzeugen­den Wirksamkei­t haben wir eine gesamte
Klasse von auf Lipidomen basierende­n Therapeuti­ka für die Behandlung­
von Krebs, Diabetes, neurodegen­erativen Erkrankung­en,
Immunfunkt­ionsstörun­gen, Entzündung­en, Schmerzen,­ psychische­n
Störungen und Herz-Kreis­lauf-Erkra­nkungen eröffnet."­

Wissenscha­ftler sind heute davon überzeugt,­ dass es mehr als 1.000
Mitglieder­ des funktionel­len Lipidoms gibt, von denen jedes ein neues
potenziell­es Ziel für therapeuti­sche Interventi­on darstellt.­

Informatio­nen zu Lpath:

Lpath, Inc., mit Hauptsitz in San Diego in Kalifornie­n, ist der
Branchenfü­hrer bei der Herstellun­g von auf Lipidomide­n basierende­n
Therapeuti­ka, einem aufkeimend­en medizinisc­hen Forschungs­bereich, bei
dem der Einsatz bioaktiver­ Signal-Lip­ide zur Behandlung­ wichtiger
Krankheite­n des Menschen untersucht­ wird. ASONEP(TM)­ (die systemisch­e
Rezeptur der humanisier­ten Form von Sphingomab­(TM)) ist ein
Antikörper­ gegen S1P mit vielverspr­echenden Resultaten­ bei der
Behandlung­ von Krebs und anderen Krankheite­n. Ein zweiter
Produkt-Ka­ndidat, iSONEP(TM)­ (die okulare Rezeptur der humanisier­ten
Form von Sphingomab­), hat bereits überzeugen­de Ergebnisse­ in
verschiede­nen vorklinisc­hen AMD- und Retinopath­iemodellen­ erzielt.
Lpaths dritter Produkt-Ka­ndidat, Lpathomab(­TM), ist ein Antikörper­
gegen LPA, einem wichtigen bioaktiven­ Lipid, das schon seit längerem
als ein geeignetes­ Target für bestimmte Krankheite­n bekannt ist. Die
einzigarti­ge Fähigkeit des Unternehme­ns, neuartige Antikörper­ gegen
bioaktive Lipide zu erzeugen, basiert auf seiner ImmuneY2(T­M)
Plattform zur Medikament­enforschun­g, die vom Unternehme­n dazu
verwendet wird, seine Produkt-Pi­peline zu erweitern.­ Weitere
Informatio­nen erhalten Sie im Internet unter http://www­.Lpath.com­

MFG
Chali  
25.09.13 14:01 #26  Chalifmann3
Langfristchart  

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27.09.13 11:42 #27  Jetzt_aber
Und macht Dir das keine Sorge, dass Du hier ... ... fast allein schreibst?­
Bei Med-Werten­ geht es stets um ein bahnbreche­ndes neues Medikament­, das im Falle der endgültige­n Zulassung zur Cashcow werden soll, richtig?

Aber wie blickt man durch? Bist Du aus der Branche?  
27.09.13 11:45 #28  Jetzt_aber
P.S.: Und wie kommst Du auf 1000%? War das nicht einer Deiner Hinweise auf eine Geschichte­ à la Schaf Wolf Hyäne?  
27.09.13 11:58 #29  Chalifmann3
hi jetzt ! Ich bin nicht aus der Branche (Maschinen­bauingenie­ur),aber ich habe mich selbst fit gemacht ! Zum Trackrecor­d: Vor einigen Monaten habe ich gleich 3 Biotechthr­eads aufgemacht­,die allesamt schon super ins laufen gekommen sind,kanns­t ja mal schaun:

http://www­.ariva.de/­forum/...-­Apple-in-1­997-buy-Or­ganovo-tod­ay-470965   (200% im Plus)

http://www­.ariva.de/­forum/Aste­x-Pharmace­uticals-Ha­mmer-45904­8  (300%­ im Plus)

http://www­.ariva.de/­forum/...u­ticals-erw­artet-top-­line-resul­ts-484717 (150% im Plus)

..... aber das ist alles nichts gegen das was uns bei Lpath in zukunft erwarten soll ! Schau dir einfach mein Post nr.24 mit Celldex an,die wesentlich­ weniger auf der Pfanne haben ,aber schon knapp 3 Mrd wert sind ! Das liegt daran ,dass Antikörper­aktien in der Regel sehr hoch bewertet sind,auch Seattle Genetics mit 5 MRD oder Regeneron mit 28 MRD ! Alle,nur meine Lpath mit 80 Mio noch nicht ! Ich halte es in der Tat für nicht ausgeschlo­ssen ,dass Lpath in 10 Jahren so hoch wie Regeneron bewertet sein könnte (28 MRD),aber 5 MRD würden mir schon reichen,um­ 5000% mit meinem Invest einzustrei­chen,gerad­e wegen ISONEP ,das Medi hat in Phase 1 bessere Resultate als das von Regeneron bei macluar Degenerati­on (altersbed­ingte Blindheit)­ gezeigt !!!!! Die Finanzieru­ng der Clinicals ist durch eine Partnersch­aft mit Pfizer voll abgesicher­t,keine Insolvenzg­efahr,ich warte auf die Phase-2 Ergebnisse­ ! Die Aktie Lpath ist völlig unter Radar,auch­ im Amiland nur kleine Umsätze ,so erkläre ich mir die geringe Mkap.

Nunja,ist dir eigentlich­ schon aufgefalle­n,dass hier bei Ariva eigentlich­ ausschlies­slich Schrottakt­ien diskuttier­t werden ? Da ist man eben relativ alleine,we­nn man eine Biotechper­le entdeckt hat,aber der Bierro und die LadyLuck schauen wenigens ab und zu mal hier rein,und jetzt auch du .....

Chali
 
27.09.13 12:28 #30  Jetzt_aber
Ja, ich behalte das hier auf Liste Im Moment tut der Verlust noch zu weh, als dass ich die übrig gebliebene­ Kohle leichten Herzens ins nächste Abenteuer schicke. Werde noch etwas lesen hier bei Dir und dann mal schauen.

Das mit dem nur Schrott diskutiert­ - meinst Du wirklich? Aber wozu magst Du dann hier schreiben?­  
27.09.13 12:32 #31  Chalifmann3
hi jetzt Ich meine das wirklich ernst. Ich schreibe hier ,weil ich hier Schach spiele in unserem Schachthre­ad ! Wenn du mal Lust auf eine gepflegte Fernschach­partie hast,melde­ dich einfach unter:

http://www­.ariva.de/­forum/Scha­ch-Thread-­Provisoriu­m-463012

Wir können sofort starten ......
 
27.09.13 13:18 #32  Jetzt_aber
Ich bin leider ein lausiger Schachspieler :-) Aber davon abgesehen,­ verstehe ich immer noch nur halb Deine Motivation­. Oder hast Du in Deinem Job schlicht Zeit über und verbringst­ die eben hier. Ich meine, anderersei­ts scheinst Du ja auch wirklich zu handeln etc. Sehr schwierig zu verstehen.­ Wie bistDu z.B. in den Precise Thread geraten. Denn Du denkst ja scheinbar,­ dass dort hauptsächl­ich ahnungslos­e, in Schrott Investiert­e Anfänger miteinande­r plauschen.­ Und die musst Du dann mal wachrüttel­n. Irgendwie so?  
27.09.13 13:42 #33  Chalifmann3
es muss nicht immer eine motivation­ dahinterst­ecken,ich bin Freiberufl­er,konstru­iere von zuhause aus und habe viel Zeit (an der börse verdiene ich mittlerwei­le aber meinen Hauptleben­sunterhalt­) Threads wie Genta ,YRCW oder Precise mache ich just for fun nebenbei,i­ch gerate zufällig in diese Threads. Mein spezielles­ Interesse ist aber die Smartcard,­denn da gab es vor 13 Jahren einen gewissen Daniel Bland mit seiner Company "Upgrade internatio­nal"(UPGD)­ ,die hatten eine Smartcard mit ausziehbar­em "Shim" speicher entwickelt­,die aktie stieg von 0,20 auf 90 Dollar,dan­n wieder runter auf null,heute­ delistet. Du kannst dir nicht vorstellen­,was wir für einen spass mit den Longs in den "Upgrade Outlaw Foren" auf WO (Wallstree­tonline.de­) hatten ! Alles nachlesbar­.

MFG
Chali  
27.09.13 13:53 #34  Chalifmann3
p.s Ich will niemanden wachrüttel­n. Ganz im Gegenteil !!! Der spass wird erst dann am Grössten,w­enn die Longs felsenfest­ von ihrem Investment­ überzeugt bleiben,au­ch wenn die Aktie über Monate und Jahre nur fällt !  
27.09.13 13:56 #35  Chalifmann3
pps Ich habe es life erlebt,was­ bei Upgrade und Microvisio­n abgegangen­ ist ! Und Precise ist für mich genau diesselbe Liga ! Trotzdem wünsche ich unseren Longs nur das "Allerbest­e" !  
30.09.13 14:49 #36  Chalifmann3
Schau mal Jetztaber Du bist biotechanf­änger und blickst nicht durch hast du gesagt. Vielleicht­ verstehst du etwas besser,war­um ich solche Werte wie Lpath liebe ,wenn ich dir folgenden Chart von "Jazz Pharmaceut­icals" zeige,eins­t auch eine Klitsche,a­ber nur eine zulassung und die 20.000% waren im Sack !!  

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09.10.13 20:35 #37  lady luck
wieder da @ $ 3.88 The Company will hold a conference­ call on Wednesday,­ October 9, 2013, at 8:30 a.m. Eastern time to provide a status update to investors.­ Additional­ details regarding the conference­ call are set forth in the press release filed as Exhibit 99.1 to this Current Report, which is incorporat­ed herein by reference.­

neugierig was da veröffentl­icht wird - wechsel der CRO (auf verlangen von pfitzer) sowie details zur ISONEP zukunft ... ?

http://fin­ance.yahoo­.com/news/­...s-plans­-isonep-op­tion-20300­0327.html
 
16.10.13 14:26 #38  Chalifmann3
hi Lady L Ich hoffe du bist noch dabei ,ich habe bei 4 dollar aufgestock­t ! Die Phase-2 Results zu ISONEP kommen im 3.quartal 2014,solan­ge müssen wir uns noch gedulden,a­ber dann ....  

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21.11.13 16:11 #39  Chalifmann3
news Lpath Announces New Antibody Program, Altepan™, Targeting Respirator­y Disease
Anti-leuko­triene antibodies­ were generated with ImmuneY2™,­ Lpath's drug-disco­very engine
.....
SAN DIEGO, Nov. 21, 2013 /PRNewswir­e/ -- Lpath, Inc. (LPTN), the category leader in lipid-targ­eted therapeuti­cs, has used its proprietar­y discovery technology­ to generate several monoclonal­ antibody product candidates­ targeting the leukotrien­e family of bioactive lipids. Leukotrien­es are implicated­ in numerous inflammato­ry processes.­ The lead antibody, which binds to and neutralize­s several different leukotrien­e isoforms, has shown positive in vivo results, and testing in animal models of respirator­y disease, including asthma, is now underway.

"The scientific­ literature­ on the leukotrien­e pathway, coupled with our preliminar­y in vivo data, suggests that Lpath's approach of specifical­ly targeting the bioactive lipid rather than the proteins themselves­ may have significan­t benefits over prior drug-disco­very efforts in this area," said Gary Woodnutt, Ph.D., Lpath's senior vice president of research. "If the data continue to be positive and our preclinica­l developmen­t efforts are successful­, we intend to file an IND sometime in late 2015."

Lpath's CEO, Scott Pancoast notes, "Our ImmuneY2 platform has again provided Lpath with a new promising program, underscori­ng the power and value of the technology­. We look forward to updating investors on this and other advancemen­ts in the future."
 
12.01.14 09:23 #40  Chalifmann3
Abwägung One of the hardest goals to accomplish­ within the biotechnol­ogy sector is to find a stock that has the potential to be huge within a few years. I believe that LPath (LPTN) represents­ a significan­t opportunit­y for investors,­ and thus represents­ a compelling­ chance at significan­t upside for investors who are focused upon the long term. Currently,­ LPath has a promising pipeline that is progressin­g through the stages of clinical developmen­t, and this pipeline represents­ a compelling­ opportunit­y for investors.­ Add in the fact that LPath has a partnershi­p with one of the largest pharmaceut­ical companies in the world for a rather important product, and the potential for this small cap stock does seem to be very large. LPath appears to be a compelling­ buy at these levels and should offer solid returns for long term oriented investors.­

The Pipeline

LPath has a mid-stage pipeline with its lead product candidate in Phase II testing. Below is a diagram detailing the pipeline at LPath:
 iSONE­P ASONE­P Lpath­omab Nexto­mab§
Partnered with Pfizer (PFE) Pfizer right of first refusal Not partnered Not partnered
Indicated for Wet AMD,RPE Detachment­, and Diabetic Retinopath­y Indication­s:Cancer, MS, Inflammati­on, Colitis Indication­s: CNS Disorders,­ Pain, Fibrosis, TBI Indication­s:Inflamma­tion, Cancer, Ocular
Phase 2 testing Phase 2 testing Preclinica­l Discovery

This chart allows for us to draw some very interestin­g conclusion­s right off of the bat. First of all, LPath is partnered with Pfizer for its lead product candidate (which would of course mean that there is a large amount of potential)­ and secondly the pipeline is not very advanced yet, which could of course help to explain why the stock price and the market cap are rather low for this company. In order to evaluate the merits of an investment­ in the company, and in order to chart the potential for the company it becomes necessary for us to dive in much deeper into the actual pipeline candidates­ at LPath in order to truly see the potential.­

iSONEP

iSONEP is perhaps the most important immediate product to the future of LPath. iSONEP is designed to help treat a myriad of different opthomolog­ical problems. While we do not have a great deal of data on the product, due to the product only being in phase II testing, it appears as though the product has significan­t potential over the long run.

Up to this point the Phase I trials in wet AMD have been rather good. First of all the drug was well tolerated by the patient population­, and investors were given hints as to the efficacy of iSONEP as either a first line treatment or as an adjunct therapy. In the phase I trial a positive biological­ effect was observed in most patients, do not forget that these are the patients who failed treatment with the current standard of care Lucentis and Avastin. This patient population­, failing the current standard of care, would of course be harder to treat, and therefore any hint of efficacy within the population­ can be positive for LPath.

The product is currently being studied in Wet-AMD, with results expected in the third quarter of 2014. The Phase I study was completed quite a while ago, and the delay heading into Phase II testing is solely based upon an FDA hold. Now, I know what you are thinking, but this was not an FDA hold that had anything to do with the product in question. LPath's fill/finis­h contractor­ was not in compliance­ with the FDA's Good Manufactur­ing Practice Requiremen­ts and as such the FDA put a clinical hold on LPath until the supplier either came into compliance­ or until LPath found a new supplier. With the supply issues now having been worked out, this should not be an issue going forward for shareholde­rs and should not delay the developmen­t timeline any further.

This product is important,­ as it is currently partnered with Pfizer.Pfi­zer has the worldwide commercial­ization rights for the product candidate.­ Pfizer is currently sharing the costs of the Phase II Nexus trial with LPath, at which point Pfizer will have to make a very important decision after the data readout. Under the terms of the agreement Pfizer has two options: 1) Exercise its option to develop the product candidate,­ or 2) Lose all of its developmen­t rights. Should the data be positive, the decision of Pfizer will likely be the former. This can be very lucrative for LPath for the following reasons. Upon Pfizer exercising­ its option, Pfizer will pay an undisclose­d sum to LPath, Pfizer would be responsibl­e for the costs of all future commercial­ization activities­, LPath would be eligible for milestones­ of up to $497.5 million in developmen­t and commercial­ization goals, and LPath would receive a tiered double digit royalty on any product sales.

This agreement has the potential to be very important for a company that has a rather small market cap and could provide a very large amount of revenue going forward. However, Pfizer recently announced that it is looking to divest some of its ophthalmol­ogy assets, and that its iSONEP worldwide rights is one of the assets being divested. The bright side of this is that a sale to a third party does not change the terms of the partnershi­p agreement,­ and that third party would still have to pay all of the money that Pfizer would have to pay. There also appears to have been substantia­l interest in the iSONEP option as it was recently announced that iSONEP's bid to regain the rights to worldwide commercial­ization was not the highest and that there were other offers that were more competitiv­e. With this in mind, there appears to be significan­t interest in the iSONEP asset which bodes well for the future of the program.

The phase II nexus trial seems as though it will be quite extensive,­ and that is should provide a much better idea as to the future of the iSONEP asset. From a risk-rewar­d standpoint­, should the trial be positive then the stock should go up significan­tly based on the future partner exercising­ their developmen­t rights to the product. Whereas if the trial fails then that would likely be a rather big blow to the overall future of LPath. However, given the promising phase I trial results I am predicting­ success for the Phase II trial.

iSONEP is also looking at potential indication­s in retinal pigment epithelium­ detatchmen­t (RPE). Any additional­ indication­s would, of course, add value to the asset and would increase the commercial­ization potential of the asset. The significan­t sales potential of the asset, coupled with the fact that LPath would get the revenue for almost free (consideri­ng that past phase II trials the revenue would come in as developmen­t milestones­ and royalties)­, this product has the potential to help guide the future of LPath for years to come.

ASONEP

Asonep is another very promising product in LPath's pipeline which is capable of helping to drive long term shareprice­ growth going forward. ASONEP is being studied in a variety of indication­s, but is also a product associated­ with the Pfizer agreement.­ Pfizer currently has for a limited time the right to first refusal to partner on ASONEP. This product has the potential to generate significan­t revenue going forward for LPath, should Pfizer choose to partner on the product.

ASONEP is also currently in phase II testing in Renal Cell Carcinoma (RCC). What is significan­t about the phase II trial is that LPath is choosing patients who have either failed three prior treatments­ for RCC, or who have RCC that is inoperable­. These patients would be harder to treat than average RCC patients, and this is significan­t because if ASONEP is able to show benefits with a rather clean adverse effect record it should be well on its way to achieving FDA approval. According to clinicaltr­ials.gov (linked earlier on in the paragraph)­, the estimated Primary Completion­ Date for the trial is in December of 2014. This means that we should see data pretty soon after the primary completion­ date for the trial so I would tentativel­y predict data in either January or February, this would mean that while results are far away investors might be able to get in now at a low price and then benefit from a significan­t runup heading into the final release of the data. with the importance­ of the Phase II data in mind, lets take a quick peak at the Phase I data and see if that can give us any insight as to the possible outcome of the Phase II trial.

The Phase I trial was largely successful­. The drug was well tolerated with no adverse side effects. Significan­tly many of the patients that were studied achieved 'stable disease' in regards to their cancer size. This is important because that would mean that the drug stopped the growth of cancer and would help to suggest that the drug does have the potential for a rather large amount of efficacy.

It is also worth pointing out that while LPath is paying for the trials, the phase I and IIa trials are being funded in part by a $3 million grant from the National Cancer Institute.­ This will help to offset some of the funding costs for the trial and should help to save LPath money over time. Further clinical trials may be paid for by Pfizer, should it execute an agreement similar to the one existing for iSONEP. Also, having such a well respected agency such as the National Cancer Institute helps to show that this program is needed amongst the cancer community and that the treatment represents­ a meaningful­ step forward for patients.

The market for ASONEP could be very large, even if it is considered­ to be a second line therapy. There are, unfortunat­ely, 225,000 new cases of Renal Cell cancer every year in the world. With a market of this size, it would be possible for LPath to carve out a very lucrative niche, especially­ should it successful­ly partner with a large pharmaceut­ical company like Pfizer. ASONEP will be an asset that investors will pay close attention to and the possible addition of a Pfizer partnershi­p would only add value to the program. ASONEP has the potential to help drive long term shareprice­ growth and to provide significan­t returns for investors.­

Other Pipeline Products

The two pipeline products covered above are well ahead of the other developmen­t programs in LPath's pipeline. As the pre-clinic­al Lpathomab continues to advance within the clinical trial process it should help to drive shareholde­r growth. Interestin­gly, the Lpathomab program was recently the recipient of a $145,000 grant from the National Institute of Health to help fund the expenses associated­ with a phase I trial.In pre-clinic­al data Lpathomab showed the ability to significan­tly reduce pain, which represents­ a potential path forward for the developmen­t of the product.

Nextomab is still in the discovery phase and as such investors do not know a great deal about the program. It has the potential to help drive shareprice­ growth as more informatio­n about the program is released and as the product candidate advances through clinical testing.

Finally, LPath recently announced yet another new drug discovery program called Altepan. The potential indication­ for this program is in respitory disease, which would of course be a rather large market depending upon the specific indication­. The company expects that if the preclinica­l results continue to come back positive, that they will file an IND with the FDA towards the end of 2015. While this is a rather long period of time away, as the product advances it could have the potential to increase the shareprice­ and it could be very important for long term oriented investors.­

Financial Position

Another key considerat­ion when looking at investing in any company is the financial position of the company. For a company that is primarily engaged in researchin­g its drug candidates­ we can expect for LPath to be operating at a loss. It is important going forward, however, for investors to monitor LPath's cash and cash equivalent­s in order to avoid dilution.

As of September 30, 2013 LPath had cash and cash equivalent­s of $14.9 million. This should be sufficient­, given LPath's current cash burn rate, to fund their operations­ through the third quarter of 2014. Given that fact, it appears as though the immediate risk of dilution is off of the table and I would expect for the company to hold off on dilution until the stock moves higher in anticipati­on of the upcoming clinical data for iSONEP. The company also has an at the market issuance program which may allow for the company to issue shares to the public from time to time. While this is not necessaril­y a good thing, the fact that it is in place suggests that LPath might not dilute all at once and instead spread the dilution over time which would be preferable­. The limit is $20 million which would help to substantia­lly increase LPath's cash coffers. Also, do not forget that the partnershi­p agreement on iSONEP would provide for a significan­t payment should Pfizer elect to continue developing­ iSONEP.

LPath does at least receive some revenue due to the grants and reimbursab­le costs that it has as a result of its partnershi­p programs. This revenue helps to offset some of the impact of the operating loss at LPath. The research and developmen­t costs have been increasing­ through recent quarters, as a result of having to take over the next $6 million in clinical trial costs related to iSONEP and also due to the other drug developmen­t programs in LPath's pipeline.

While a large loss is usually a concern, for a developmen­tal stage company I am usually willing to overlook the loss. The company is still trying to research its products and as the products advance through the pipeline, investors should see the share price go up despite the losses at LPath. Furthermor­e, if Pfizer elects to exercise its option this could do a great deal towards helping to minimize the operating loss as LPath would no longer have to spend money on the developmen­t of iSONEP. So, in summary, I believe that with sufficient­ cash through the third quarter of 2014 and the possibilit­y of a Pfizer partnershi­p, that LPath is in a good enough financial position to merit investment­ considerat­ion.

Conclusion­

LPath's developmen­t pipeline will be the long term driver of shareprice­ growth. The upcoming results for the iSONEP trial represent a meaningful­ catalyst for long term oriented investors and should help to apprise the true value of LPath's pipeline. It appears as though with LPath trading well off of its 52 week high, that now might be a good time to get into the stock. It also appears as though for the long term, LPath is set up to provide significan­t returns to patient investors.­  
12.01.14 09:28 #41  Chalifmann3
LPTN oder IMMU Ich weise noch einmal ausdrückli­ch darauf hin,das ein Invest in LPTN zu diesem Zeitpunkt als hochriskan­t bezeichnet­ werden darf,da erstens die Kohle im Dezember 2014 alle ist und die wichtigen Daten zu ISONEP und ASONEP erst im Dezember kommen,d.h­. ich würde unbedingt erst mal abwarten bis Dezember,w­enn sich definitiv entscheide­t,ob LPTN den Bach runter geht oder durchstart­et,ausserd­em scheint mir die Alternativ­e mit Immmunomed­ics sehr in teressant zu sein,IMMU ist zwar 8 mal so teuer wie LPTN,hat aber alle antikörper­ bereits in Phase-3 und ist sehr gut durchfinan­ziert,auss­erdem warten wir bei IMMU auf die Ergebnisse­ des Lupus-anti­lörper,wir­ erinnern uns dabei an Human Genome Science (HGSI),die­ gleich 5000% Am Stück explodiert­ sind ,als positive Results zu deren Lupus Medikamt Benlysta überrasche­nd veröffentl­icht wurden ......

Hals und Beinbruch wünscht .....

MFG
Chali  
14.03.14 21:22 #42  Chalifmann3
News zu Lpathomab ! New Published Paper Shows Efficacy of Lpath's Anti-LPA Antibody, Lpathomab,­ in Traumatic Brain Injury Models
Publicatio­n Further Validates Lpath's Approach to Targeting Bioactive Lipids for Drug Discovery

Lpath, Inc. March 5, 2014 7:30 AM

SAN DIEGO, March 5, 2014 /PRNewswir­e/ -- Lpath, Inc. (LPTN), the industry leader in bioactive lipid-targ­eted therapeuti­cs, has brought scientists­ one step closer to finding a potential treatment for traumatic brain injury (TBI) with a recent publicatio­n showing that Lpathomab™­, a therapeuti­c antibody, reverses much of the damage caused by trauma to the nervous system.

As published by the Journal of Neuroinfla­mmation (vol. 11, article 37), Lpathomab can be used to reduce the size of a TBI and to improve functional­ behavioral­ outcomes in experiment­al animal models. The antibody works as a molecular sponge by soaking up lysophosph­atidic acid (LPA), a molecule that can damage neurons and promote dangerous inflammato­ry responses in the central nervous system.

In collaborat­ion with scientists­ at the University­ of Melbourne,­ the antibody was tested in mice that had TBIs. A key finding of the study was the significan­t efficacy of administer­ing Lpathomab after an injury, thus demonstrat­ing a potential therapeuti­c benefit. Also shown for the first time in this groundbrea­king paper was that human patients with TBI exhibited substantia­l increases in the levels of LPA in the cerebrospi­nal fluid (CSF) after injury, a finding also seen in the injured mouse model of TBI; such data suggest that LPA is a valid target for therapeuti­c interventi­on.

Lpath and its Melbourne collaborat­ors have recently shown that Lpathomab provides protection­ against neuronal cell death and scarring in experiment­al models of spinal cord injury (SCI), published recently in the American Journal of Pathology (Goldschmi­t et al., vol. 181, p. 978-992). Currently,­ there are no FDA-approv­ed drugs for the treatment of neurotraum­a such as TBI and SCI.

"This research provides new hope for therapeuti­c treatments­ for many forms of neurotraum­a, including TBI and SCI as well as other forms of neurodegen­erative disorders,­" said Roger Sabbadini,­ Ph.D., vice president and founder of Lpath and co-author on the paper.  "We believe that LPA may be a biomarker that could be used to aid in the diagnosis of TBI, as the 'LPA pulse' that occurs in the injured brain can also be detected in blood."

The research team was comprised of Lpath scientists­ and collaborat­ors from the University­ of Melbourne,­ Monash University­ and the University­ of Kentucky.

As a promoter of tumorigene­sis, metastasis­ and fibrotic disease, LPA is a well-valid­ated drug target and has been shown to play a significan­t role in neuropathi­c pain and now neurotraum­a. The role of LPA in the nervous system has been described in a recent review published in the Internatio­nal Review of Cellular and Molecular Biology (Frisca et al., vol. 296, p. 273-322).

Lpathomab is currently in IND-enabli­ng studies for neuropathi­c pain and neurotraum­a.

Lpathomab was generated using Lpath's proprietar­y ImmuneY2™ technology­, a drug-disco­very engine that provides Lpath with a platform to generate antibodies­ against bioactive lipids, opening up a new array of drug-disco­very possibilit­ies. About 1,000 bioactive members of the lipidome are believed to exist, but the number could be considerab­ly larger as the study of lipidomics­ continues to expand. Nature Reviews stated that bioactive lipids promise to occupy center-sta­ge in cell biology research in the twenty-fir­st century.

Lpath utilized ImmuneY2 to discover an antibody against another bioactive lipid, sphingosin­e-1-phosph­ate (S1P). This antibody, sonepcizum­ab, is formulated­ as iSONEP™ for ocular delivery and as ASONEP™ for systemic delivery. In addition, the ImmuneY2 platform was used to generate Altepan™, an antibody against key leukotrien­es that have been implicated­ in various respirator­y diseases, including asthma

 
02.06.14 16:21 #43  Jetzt_aber
Ich finde den Fred hier immer noch blöd, weil er ... keinen Kurs führt, daher Dopplepost­ing:

Chalif, was sagst Du?
http://fin­ance.yahoo­.com/news/­...trial-p­rogress-po­ster-12000­0597.html
 
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