UK Markets close in 8 hrs 29 mins

Aldeyra Therapeutics, Inc. (ALDX)

NasdaqCM - NasdaqCM Real-time price. Currency in USD
Add to watchlist
2.8500+0.2300 (+8.78%)
At close: 04:00PM EDT
Sign in to post a message.
  • I
    Ian
    Big news today; looks like both endpoints potentially met!
  • W
    Warren
    Is this big drop because Reed left ALDX and went to OMGA?
  • D
    DW
    This thing is trading at cash value??? Makes you go huuuummmm
  • A
    Anonymous
    why the big sell off
  • D
    David
    This is best set-up I have ever seen.

    2 Phase 3's this year with 2 filings this year.

    2 Major unmet needs (Alcoholic liver disease + Retinitis pigmentosa) with data this year and have $0 priced into the stock.

    A drug in 629 that will have a positive effect on MANY diseases.

    This company could be treating 5 Orphan indications and 4 Major indications in a pretty short period of time.

    Incredible.
  • I
    Ian
    Really good update this morning. Progressing well and getting closer to NDA submission. Pipeline is very strong, cash of $229M.
  • B
    Boxcarlong
    nice rally on Friday April 1,,,,,,,,,,,,,,,, biotech sector should play well in an inverted yield curve environment money rotation out of consumer staples and financials
  • A
    Anonymous
    sell-off on the news
  • j
    jimmy
    The set up here is unreal. We get top line readout this year on today’s PR. We have 629 data drop and R&D day this month => Immunology company. And we get the final puzzle piece for the DED NDA. Going up!
  • B
    Boxcarlong
    Anticipation .......... R&D Day
  • B
    Boxcarlong
    pre market trading @ $5
  • v
    vikesmoney
    I updated the list of expected news as the old number 7 was reported on. For those new to the stock, the covid drugs are ADX-629 and ADX-1612. The following list of news on the company’s drugs is taken directly from press releases and an investors presentation; all of which are on the company’s website. Now that the atm is completed and the institutional investors have gotten their position, I expect we will start hearing news on the following as well as other unexpected matters. For me, this is setting up as a repeat of ALT, which I bought my initial investment in sub 5 dollars just like ALDX. The following is expected:

    1- Investigational New Drug (IND) submission for ADX-1612 is expected in the third quarter of 2020 (which of course starts today);

    2- An update on the BARDA CoronaWatch meeting in regard to ADX-629, a novel orally administered investigational RASP inhibitor;

    3- ADX-629 has completed pre-IND discussions with the Pulmonary Division of the U.S. Food & Drug Administration, and Aldeyra expects to submit an IND application in June 2020 for covid

     4- Status/results regarding ADX-629 progress towards clinical testing in COVID-19-associated respiratory compromise;

    5- Status of the current Phase 2 investigator-sponsored trial of ADX-1612 in ovarian cancer (the Phase 2 EUDARIO Trial) which was expected to complete enrollment in June 2020;

    6- Status of the Phase 2a clinical trials of ADX-629 in psoriasis and atopic asthma are expected to initiate in the second half of 2020;

    Already announced last week - 7- Aldeyra expects to provide an update on clinical development plans and remaining NDA requirements for reproxalap in dry eye disease following receipt of FDA meeting minutes, which are anticipated in July 2020;

    8- Announcement of ADX-629 cytokine release syndrome Phase 2 clinical trial initiation in COVID-19 associated respiratory compromise Q3 2020;

    9- Announcement of ADX-629 allergy Phase 2a allergen-challenge clinical trial initiation in atopic asthma H2 2020;

    10- ADX-2191 Development Milestones for Intraocular lymphoma orphan designation H2 2020 GUARD Phase 3 Trial enrollment update H2 2020

    Additionally, we could hear funding (BARDA; Department of Defense; etc) for covid treatments, ADX-629 and/or ADX-1612
  • v
    vikesmoney
    Based on the company press releases and investors presentation, we are expecting the following news:

    1- Investigational New Drug (IND) submission for ADX-1612 is expected in the third quarter of 2020 (which of course starts today);

    2- An update on the BARDA CoronaWatch meeting in regard to ADX-629, a novel orally administered investigational RASP inhibitor;

    3- ADX-629 has completed pre-IND discussions with the Pulmonary Division of the U.S. Food & Drug Administration, and Aldeyra expects to submit an IND application in June 2020 for covid

     4- Status/results regarding ADX-629 progress towards clinical testing in COVID-19-associated respiratory compromise;

    5- Status of the current Phase 2 investigator-sponsored trial of ADX-1612 in ovarian cancer (the Phase 2 EUDARIO Trial) which was expected to complete enrollment in June 2020;

    6- Status of the Phase 2a clinical trials of ADX-629 in psoriasis and atopic asthma are expected to initiate in the second half of 2020;

    7- Aldeyra expects to provide an update on clinical development plans and remaining NDA requirements for reproxalap in dry eye disease following receipt of FDA meeting minutes, which are anticipated in July 2020;

    8- Announcement of ADX-629 cytokine release syndrome Phase 2 clinical trial initiation in COVID-19 associated respiratory compromise Q3 2020;

    9- Announcement of ADX-629 allergy Phase 2a allergen-challenge clinical trial initiation in atopic asthma H2 2020;

    10- ADX-2191 Development Milestones for Intraocular lymphoma orphan designation H2 2020 GUARD Phase 3 Trial enrollment update H2 2020

    Additionally, we could hear funding (BARDA; Department of Defense; etc) for covid treatments, ADX-629 and/or ADX-1612
  • v
    vikesmoney
    So we will be getting news/update from the Company tonight or tomorrow morning. I posted this about a month ago and it is expected news on the Company’s pipeline. I pulled these from various press releases and investors presentation that were put out in the second quarter. Based on same, we are expecting the following news in the next several months:

    1- Investigational New Drug (IND) submission for ADX-1612 is expected in the third quarter of 2020 (I think we will be hearing about this tonight/tomorrow (as indicated in my recent posts, I also think there’s a good chance that we will see positive news on 1612 and it’s effect on Covid (this could be the grand slam and I point anyone that is interested to my last several posts for specifics))

    2- An update on the BARDA CoronaWatch meeting in regard to ADX-629, a novel orally administered investigational RASP inhibitor;

    3- ADX-629 has completed pre-IND discussions with the Pulmonary Division of the U.S. Food & Drug Administration, and Aldeyra expects to submit an IND application in June 2020 for covid

     4- Status/results regarding ADX-629 progress towards clinical testing in COVID-19-associated respiratory compromise;

    5- Status of the current Phase 2 investigator-sponsored trial of ADX-1612 in ovarian cancer (the Phase 2 EUDARIO Trial) which was expected to complete enrollment in June 2020;

    6- Status of the Phase 2a clinical trials of ADX-629 in psoriasis and atopic asthma are expected to initiate in the second half of 2020;

    7- Aldeyra expects to provide an update on clinical development plans and remaining NDA requirements for reproxalap in dry eye disease following receipt of FDA meeting minutes, which are anticipated in July 2020;

    8- Announcement of ADX-629 cytokine release syndrome Phase 2 clinical trial initiation in COVID-19 associated respiratory compromise Q3 2020;

    9- Announcement of ADX-629 allergy Phase 2a allergen-challenge clinical trial initiation in atopic asthma H2 2020;

    10- ADX-2191 Development Milestones for Intraocular lymphoma orphan designation H2 2020 GUARD Phase 3 Trial enrollment update H2 2020

    Additionally, we could hear funding (BARDA; Department of Defense; etc) for covid treatments, ADX-629 and/or ADX-1612
  • j
    jimmy
    No other way to spin today’s PR => R&D day next month with 629 data. The on,y question is is it good or is it great??
  • v
    vikesmoney
    So the big buy was at 9:19 am for 4,580,561 shares at 4.25 a share (total cost was $19,467,384.20). Our outstanding shares are 29.8m, thus someone bought 15% of the company shares in premarket today. Obviously this was an institutional investor and more then likely they know of some big news. I suspect it’s covid related, although we have a lot of non covid related drugs in the pipeline, this big buy on the open market appears to show an urgency. We know we are waiting on numerous events at any point (I posted the anticipated upcoming news based upon the Company’s press releases and recent investor presentation about a week or two ago (I will copy and paste that post as a reply to this post so it’s handy).
  • v
    vikesmoney
    Hello my fellow longs. I hope everyone is safe and making money on the covid stocks. I am currently rebalancing my covid stocks (in regard to those that I hold; I continue to day trade other covid and non covid stocks) and thought I would share. If your research has uncovered a hidden gem (like ALDX), please share.

    I split up covid stocks into three categories: 1-testing; 2-vaccines and 3-therapeutics. I have been trading stocks since the 90’s, and I have seen numerous hot mini sectors crop up over the years (dot com; security after 9/11; Ebola; anthrax; swine flu; bird flu; solar; crypto; pot; etc), but this is the first time where one of these mini sectors can be split up into sub sectors (of course, I guess had bird flu, Ebola or any of the diseases in the past had evolved into a pandemic, then we would have had a similar split up of testing, vaccine and therapeutics ).

    Early on in the apocalypse I did very well with testing stocks, but they have largely been dead in the past 1-2 months. I had been holding 3 testing stocks, but now I am only holding one (OSUR), as none of the others make sense to hold (of course that might change, but the easy money in testing stocks appears to be gone (it might come back, but I don’t see this sub sector coming back until we get a new administration that focuses on tests)).

    Vaccine stocks have been where the money is at. I have been with NVAX since the teens, so I have done very well with it. My second vaccine stock is ALT, which also has done well. I have been in ALT for awhile, sub 5 dollar range. I have been eyeing a few other vaccine plays and bought a third (NK) on Monday. It has been on my covid stock list but I hadn’t paid much attention to it before this week, it was relegated to a potential day trade based on news, but as I researched it, the more I thought it might be a good hold. There are a few other vaccine stocks I may buy and hold (not MRNA or INO, I don’t like either of them at all) but not sure yet.1

    The final covid category is therapeutics. My favorite therapeutic is ALDX (I have increased my position again in ALDX, I now have 45k and I might add 5k more to get to an even 50k). Therapeutics have not really taken off, even though they can provide society with the same or even more protection then vaccines and can generate more revenue to the companies and their shareholders then vaccines do. I think therapeutics haven’t taken off because the only effective therapeutic is not that groundbreaking and it’s made by a large cap, so it doesn’t have much effect on the bottom line and thus doesn’t draw the attention of investors (if remdesivir was made by ALDX, we would likely be near 100 a share and there would be more attention to therapeutics). There are many companies making new or studying the repurposing of other drugs as covid therapeutics so I think eventually some will work. Once a small cap stock discovers a covid treatment, then I think the covid therapeutic subset of stocks will take off. In the meantime, I’m researching many of these therapeutics to hopefully find and get into one of these early (I do think I may have already done this with ALDX)
  • C
    Cao
    1100 shares at $3.10
  • A
    Anonymous
    Aldeyra Therapeutics, Inc. (Nasdaq: ALDX) (Aldeyra), a clinical-stage biotechnology company focused on the development of novel therapies with the potential to improve the lives of patients with immune-mediated diseases, today announced the finalization of the design of the Phase 3 TRANQUILITY Trial of 0.25% reproxalap ophthalmic solution for the treatment of dry eye disease. Consistent with previously announced results from the run-in cohort of TRANQUILITY, ocular redness over 90 minutes in a dry eye chamber will be the primary endpoint.
  • g
    gene
    Perceptive Advisors Llc, 10% Owner, on Jan 19, 2021, made a purchase of 1,368,421 shares in Aldeyra Therapeutics (ALDX) for $13,000,000.