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Re: Stock Tip: KPTI 

By: Decomposed in POPE 5 | Recommend this post (1)
Wed, 04 Dec 19 11:50 PM | 31 view(s)
Boardmark this board | Pope 5 		Msg. 46090 of 62138
(This msg. is a reply to 35619 by Decomposed)
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A nice plus to the biopharmas I recommend is that I get them well before their story becomes common knowledge. I don't mean that I have inside information, but rather that they aren't usually being followed closely by many analysts and fund managers at the time that they attract me. That comes later, with the result being that the stocks' biggest daily climbs happen after they have already advanced considerably. In the case of KPTI, it means that the stock isn't just up 8.25% today, but it is up 16.5% today FOR ME. (I bought it at half this price, and only now are people piling into it in a big way.)

I'll start selling KPTI in extremely small pieces above $20.




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Gold is $1,581/oz today. When it hits $2,000, it will be up 26.5%. Let's see how long that takes. - De 3/11/2013 - ANSWER: 7 Years, 5 Months

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The above is a reply to the following message:
Stock Tip: KPTI
By: Decomposed in POPE 5
Fri, 05 Jul 19 8:47 PM 		Msg. 35619 of 62138

IMO, Karyopharm Therapeutics is a screaming deal at $8.65/share. The company just received FDA approval on its multiple myeloma drug, XPOVIA, and the drug is coming to market in a week. That's almost unheard of.

The company has a small market cap ($400 million), which means that the approval should impact it in a big way. The drug price will be $22,000 per month. Consider the 200,000 Americans who contract the disease each year and that it is almost always fatal. Then do the obvious math (200,000 Americans buying xpovia at $264,000 per year, Angie) keeping in mind what the company's current market cap is and that many of the world's multiple myeloma sufferers will probably start buying it too at some point. That will tell you why I'm excited about KPTI.

There are risks: Competing drugs do exist. Not many, imo. The FDA has only approved xpovia for use on patients who have already gone through several other regimens. So, xpovia will likely be limited to patients who are in their final year of life. (Remember that all who contract the disease reach that point eventually.) And the FDA states that it may withdraw its approval if future tests do not support the drug's efficacy. Politically, high priced drugs may come under attack, especially if a Democrat wins the White House.

I took my position at $8.95, so it's now a bit cheaper. I don't care. I'm in it for the long haul.

I don't buy many stocks anymore, mostly because my interest is ONLY in small-cap pharmaceuticals that get FDA approval on an important, high priced drug. KPTI meets all of my criteria.

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