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  • What's Left For Threshold? Not Much [View article]
    KOLs in pancreatic are already using Abraxane+Gem off-label; John Hopkins does and so do other physicians. They are more familiar with it than you think.
    Oct 25, 2012. 11:29 AM | Likes Like |Link to Comment
  • What's Left For Threshold? Not Much [View article]
    Quote -- "How can you call a luck signing marketing and co-development agreement worth half a billion dollars with one of the biggest pharmas in the world?"

    MDVN got Pfizer to sign up for Dimebon on an even bigger deal in Alzheimers. Merck and Ariad had a deal for Ridaforolimus. How'd that go? Very few drugs and partnerships pan out.

    Saying that @MaverickNY is bashing is very funny. She's extremely informed on the sentiment surrounding most drug programs that matter. Speaks with KOLs and other specialists; as close to the ground as you will get for free. Our advice: take her opinion more seriously.
    Oct 24, 2012. 07:42 PM | Likes Like |Link to Comment
  • What's Left For Threshold? Not Much [View article]
    Disagree re Palifosfamide. It appear to lack some of the severe hema-toxicity that is seen with Ifosfamide.
    Oct 24, 2012. 07:35 PM | Likes Like |Link to Comment
  • What's Left For Threshold? Not Much [View article]
    As confirmation, look at the toxicities in the single-arm, open label Phase 1/2 sarcoma study they constantly push. Still very high percentages of grade 3/4 hematoxicity.

    http://bit.ly/RgYHt0

    Now, compare to EORTC's recent study Ph3 study in 1st line STS.
    http://bit.ly/RW8vGd

    TH-302 not that different from ifosfamide after all, not in a good way either.

    So THLD only has TH-302? Hopefully you realize their previous Ifosfamide incarnation failed in pancreatic and did poorly in sarcoma.

    http://bit.ly/RgYHt2

    http://bit.ly/RW8ulp
    Oct 24, 2012. 01:49 PM | Likes Like |Link to Comment
  • What's Left For Threshold? Not Much [View article]
    We would not put much faith behind such Tier 2 IBs. Research is written to get banking deals with the companies they write about. They also do meaningful institutional business, so it's important . Some are significant market makers, but the research may or may not be profitable on a stand alone basis.

    Our response to some of your items 1-8:

    -- "TH-302 has shown to be highly effective and safe."

    We disagree with your statement as stated above and in the article. As we highlighted, the AE profile is not that great and poses it's own problems to patients QoL. Effective compared to what?

    -- "The company has a strong pipeline. "

    They only have one drug in trial. They rarely speak about new candidates.

    -- "At year end it will have about $100 million in cash and NO DEBT. Thresod has a sweet partnership arrangement with one of the top drug companies in the world, Merck KGaA."

    Merck KGaA is not an ideal partner by any means. They have a history of developmental failures and poor choices.
    Oct 24, 2012. 09:59 AM | 1 Like Like |Link to Comment
  • What's Left For Threshold? Not Much [View article]
    Abraxane plus TH-302 would not be a tolerable combination. Both would have to be at doses that are likely sub-therapeutic.

    Consider that TH-302 has little value as monotherapy, something that's always a concern going forward.
    Oct 24, 2012. 09:41 AM | 1 Like Like |Link to Comment
  • What's Left For Threshold? Not Much [View article]
    "TH-302 is supposed to be targeting the hypoxic tumor environment, but we're inclined to think it is not acting as advertised."

    Bulls underestimate the significance of such high grade 3/4 rates of hematologic toxicities.
    Oct 24, 2012. 09:27 AM | 2 Likes Like |Link to Comment
  • Multiple Catalysts Ahead For Depomed [View article]
    I am happy to take any comments or questions
    Oct 17, 2012. 08:17 AM | Likes Like |Link to Comment
  • Celgene's Pipeline Offers Catalysts Into 2013 [View article]
    "I last updated my thoughts on Celgene (CELG) in June, writing how the sell-off tied to the FDA approval of competitor Onyx Pharmaceuticals (ONXX) Krypolis was overdone."

    Well, the entire premise for your last update had no real basis. Celgene sold off because they botched the European approval of Revlimid.
    Oct 3, 2012. 11:09 PM | Likes Like |Link to Comment
  • AstraZeneca Suspends The Buyback: Let The M&A Speculation Commence [View article]
    Shire seems unlikely; current valuation over $16B. I don't imagine shareholders would be very pleased with such a sizable acquisition.
    Oct 2, 2012. 12:50 PM | Likes Like |Link to Comment
  • More Downside Expected In Peregrine Pharmaceuticals [View article]
    PPHM's blame game on the 3rd party vendor this late in the game falls on deaf ears. The study has been unblinded for more than several months and they just figured out problems now? We think not.
    Sep 24, 2012. 07:39 PM | Likes Like |Link to Comment
  • More Downside Expected In Peregrine Pharmaceuticals [View article]
    To all of those that criticized our article for being "wrong", it looks like today's news proves us right. Peregrine shares are now trading around $0.80.
    Sep 24, 2012. 08:18 AM | 1 Like Like |Link to Comment
  • Investors Left Waiting For Data At Oncolytics [View article]
    Read carefully before commenting in the future.

    "Oncolytics intends to treat this ***expanded first stage of the REO 018 clinical trial as a separate supportive study to a planned registration study that will be similar to, and take the place of, the original second stage of the REO 018 clinical trial**. Enrollment in the first stage of the study is complete and **no additional patients will be enrolled pending approval of a planned registration study**. The Company intends to submit protocol amendments to regulators in the immediate near term to reflect these changes. It will require additional time to follow the expanded group of patients and allow the evolving PFS data to mature."

    http://bit.ly/RTsTeW
    Sep 15, 2012. 08:09 PM | Likes Like |Link to Comment
  • Investors Left Waiting For Data At Oncolytics [View article]
    If it was successful, they would have moved into the 2nd stage, not scrapped the trial + add more patients. You do realize this study is no longer registrational? They will need another Phase 3 study.
    Sep 14, 2012. 03:07 PM | Likes Like |Link to Comment
  • Investors Left Waiting For Data At Oncolytics [View article]
    Still feel this way after today's news? I think not. The trial failed and the company is hiding that fact. You don't use language about seing a "greater than expected mPFS rate and best response rate" unless your study failed. If they had positive data, it was say it in the PR and they would have given some hard numbers.
    Sep 12, 2012. 12:05 PM | Likes Like |Link to Comment
COMMENTS STATS
388 Comments
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