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  • Aegerion Pharmaceuticals: We Are Bullish On The Lomitapide Story [View article]
    Good call.
    Jun 13 02:07 PM | Likes Like |Link to Comment
  • OPKO Looks Lucrative As Acquired HGH-CTP Moves Into Phase III Trials [View article]
    Dr. Frost has been saying this for years... has yet to deliver on any of it.
    Jun 9 09:02 PM | Likes Like |Link to Comment
  • Affymax Could Be The Best Reversal Play For 2013 [View article]
    The majority of those happened at the BID(56%), which means they were sold. Only 29% bought at the ask.
    Jun 4 04:49 PM | Likes Like |Link to Comment
  • Affymax Could Be The Best Reversal Play For 2013 [View article]
    Affymax is being delisted due to the fact "the Company no longer has an operating business."


    http://1.usa.gov/15utCal

    Already down 25% A/H on Friday and expect another 50% before delisting. Once on OTC, it will be a zombie until the BK filing. Nice of the author to lead people into this one.
    Jun 3 01:07 AM | Likes Like |Link to Comment
  • Affymax Could Be The Best Reversal Play For 2013 [View article]
    Amazing. The article totally leaves out the high probability scenario in which the company goes bankrupt.

    "Earlier this month, the Company began reorganizing its operations in order to significantly reduce operating costs and negotiating with Takeda to collaboratively focus on the OMONTYS safety and other related FDA issues associated with the recall of the product. In addition to the significant reduction in force of approximately 230 employees (75% of the Company's workforce), including the commercial and medical affairs field forces as well as other officers and employees throughout the organization, the Company is continuing to transition many of the ongoing activities to Takeda and negotiating with Takeda on costs allocated between the parties under the collaboration arrangement. In connection with this restructuring, the Board and management continue to review the Company's current financial position, including but not limited to: (i) the Company's existing cash balance, which as of February 28, 2013 was approximately $67 million, (ii) all currently outstanding liabilities as well as commitments to third parties, which include potential contract manufacturing organization (CMO) commitments of up to an estimated approximately $33 million, (iii) outstanding debt obligations of up to approximately $11 million under its existing credit facility, (iv) estimated costs and expenses of the reduction in force of $8 to $10 million, and (v) estimates of expenses pursuant to and in continuation of its arrangement with Takeda under the collaboration agreement and conduct the ongoing investigation and support the recall of OMONTYS and (vi) projected costs for maintaining ongoing operations as a significantly smaller public company. As a result, the Company is continuing the restructuring efforts which is expected to include further efforts to transition responsibilities for the investigation and recall of OMONTYS to Takeda, discussions with the FDA including a potential withdrawal of the OMONTYS New Drug Application (NDA), additional reductions in force and renegotiation of some or all of its existing agreements with third parties, including Takeda, in order to support a significantly smaller organization. If the Company is unable to rapidly and successfully progress these efforts, its ability to continue operations will be significantly in doubt and the Company may have to cease operations."
    May 7 03:03 PM | 11 Likes Like |Link to Comment
  • Tesaro: Potential Nausea Benefit Or Lack Thereof Key To Valuation [View article]
    We were referring to the no nausea benefit claims. Highly unlikely these will be met. Generally agree, it should beat placebo, but do worry about the robustness.
    Apr 11 12:43 PM | Likes Like |Link to Comment
  • Tesaro: Potential Nausea Benefit Or Lack Thereof Key To Valuation [View article]
    The rates of placebo response on the Rolapitant arms are too low. When you compare with EMEND trial, no chance these will be significant.

    http://bit.ly/ZCnSwJ
    Apr 9 07:20 PM | Likes Like |Link to Comment
  • Tesaro: Potential Nausea Benefit Or Lack Thereof Key To Valuation [View article]
    Very curious they have not published these data. Previous study in PONV found no difference in nausea.

    Noteworthy trial ended in 2008, nothing said till 2012.
    Apr 9 06:26 PM | Likes Like |Link to Comment
  • Cadence Pharmaceutical's Patent Settlement Bolsters My Buy Rating [View article]
    Don't think Fresenius or Sandoz will be afraid of their patents, probably launch at-risk. Notice the main '222 patent was granted request for reexamination.
    Apr 9 01:13 PM | Likes Like |Link to Comment
  • An Analysis Of Celgene's CVR For Abraxis [View article]
    NDA hasnt been filed and PDUFA V puts priority review at 8 months(60-day filing period plus 6-month review = 8 months from receipt date to PDUFA date).
    Apr 2 06:04 PM | Likes Like |Link to Comment
  • An Analysis Of Celgene's CVR For Abraxis [View article]
    It did not meet the requirements of milestone #1. Milestone #2 should pay out sometime next year, since we believe Abraxane will be approved with an OS claim, although they will get the $400M payout since April 1st is tomorrow. $300M comes out to about $6.90's per CVR.
    Mar 31 08:22 PM | Likes Like |Link to Comment
  • More Uncertainty Ahead For Threshold [View article]
    We have no position in ZIOP following the Phase 3 results.
    Mar 28 10:12 AM | Likes Like |Link to Comment
  • More Uncertainty Ahead For Threshold [View article]
    Sure, we got ZIOP wrong. But, THLD investors should be concerned with such high PFS rates on Dox. Remember, THLD had worse PFS in their single-arm Phase 1/2; 6.7 vs 5.2 pfs would be not be stat sig. Hard to put much faith in their overall survival data either.
    Mar 28 09:38 AM | Likes Like |Link to Comment
  • Ariad: Shares Overvalued On Fundamentals [View article]
    It is not, aside from a peak sales number approximating $1B.
    We share similar assumptions of generic gleevec taking frontline, a common belief for those not blinded by bullish views.
    Feb 22 04:02 PM | Likes Like |Link to Comment
  • Celsion Dilutes By Fifty Percent [View article]
    sure- if you think management has the wherewithal to select the right compound and develop it.
    An unlikely scenario
    Feb 22 02:08 PM | Likes Like |Link to Comment
COMMENTS STATS
388 Comments
63 Likes