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  • After Phase III Failure, Celsion Is Still Worthless [View article]
    Thermodox does not work. The company's recent claims don't fly with us.
    Aug 12, 2013. 01:20 PM | Likes Like |Link to Comment
  • Aegerion Pharmaceuticals: We Are Bullish On The Lomitapide Story [View article]
    Good call.
    Jun 13, 2013. 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, 2013. 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, 2013. 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, 2013. 01:07 AM | 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 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, 2013. 02:08 PM | Likes Like |Link to Comment
COMMENTS STATS
388 Comments
63 Likes