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  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    Frank, thanks for reading and taking the time to comment in detail. You raise some well-informed points.

    1) We can't really compare efficacies w/o head-to-head study. IAC, if Repatha really is that potent, it missed an opportunity to introduce a lower dose such as 70 mg. A reduction of 60% is a large reduction and may be more than the doctor wants.

    2) What's your reference for this assertion?

    3. Let's see how FDA labels this. This is the language from the Amgen press release:

    "The recommended dose for adults with primary disease is either 140 mg every two weeks or 420 mg (the contents of three pre-filled syringes) once a month; both doses are clinically equivalent. For adults or children older than 12 years with homozygous FH, the initial recommended dose is 420 mg once a month. If a response is not achieved after 12 weeks of treatment, the dose can be increased up to 420 mg every two weeks.'

    If it's safe for homozygous patients, it likely will be considered safe for other high risk patients who can't get to goal at 140 mg Q 2 weeks.

    My view remains, dose flexibility is important in the minds of prescribers, whether or not the dose gets adjusted frequently or infrequently. It may be interesting to see what the Regeneron people say about Repatha in their remarks tomorrow.

    This is from the Praluent website:

    "NOW FDA APPROVED: PRALUENT® (alirocumab)

    The first and only FDA approved PCSK9 inhibitor with 2 doses that allows you to adjust the dose based on your patients' LDL-C lowering needs"

    IOW, REGN/SNY are already attacking Repatha for the lack of dose flexibility. I don't know about REGN, but SNY is ultra-experienced at this sort of marketing to cardiologists. They (we) care about this issue, we really do.
    Aug 3, 2015. 03:09 PM | Likes Like |Link to Comment
  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    chinabox, thanks, much appreciated.
    Aug 3, 2015. 03:00 PM | Likes Like |Link to Comment
  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    donzomania, thanks for reading and commenting. As I said, long-term holders of AMGN have no reason to sell. So I think we agree. But as far changing one's mind, I have done well swing trading AMGN by buying low and selling high, and see no reason not to continue to do that. Different strokes for different folks.
    Aug 3, 2015. 02:58 PM | Likes Like |Link to Comment
  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    Zaphod, thanks for reading and commenting. Good points, and good luck trading.
    Aug 3, 2015. 02:58 PM | Likes Like |Link to Comment
  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    Life, thanks as always for reading. Glad you tested my observation on AMGN. So far, it's numero uno - tho someone somewhere will find a better performer. The history of AMGN is one of two stages - one amazing, one amazingly disappointing, now a rebirth. It's an interesting story. I wish the company and stock well, and hope that Repatha can find a simpler story to tell the doctors.

    GLTU.
    Aug 3, 2015. 01:34 PM | Likes Like |Link to Comment
  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    Thanks for reading, commenting and the very kind words, Alex.

    I agree w your thoughts. Biosimilar pricing could accelerate downward more rapidly than modeled by the Street - so I'm taking an agnostic view on that effort by all competitors in the space. Glad you agree w my very cautious approach to AMGN as a takeover target. It could be an acquirer, tho.

    GLTU.
    Aug 3, 2015. 01:32 PM | Likes Like |Link to Comment
  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    Mr.Sceptic, it's always an honor when an MD reads my articles. Thanks for reading and commenting. GLTU.
    Aug 3, 2015. 01:30 PM | 1 Like Like |Link to Comment
  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    PayNo, many thanks for reading and following. GLTU on the cc strategy.

    REGN reports tomw. I am overweight REGN and hope to get an article out timely on it.
    Aug 3, 2015. 12:58 PM | Likes Like |Link to Comment
  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    ALessandro, thanks, glad you thought the analysis was "good" but not positive enough. I agree that biotech stocks have increased risk here after their very strong multi-year performance.

    I have focused multiple times on the good job that CEO Bradway has been doing at Amgen in rationalizing their business structure, and referred to that again in this article. That said, this is the sort of thing that mature co's do to stay in the game - but if Repatha doesn't solidly beat expectations, where's the alpha in AMGN?

    I didn't go into Blincyto, but please look at its label. It has horrible side effects. Some people w terminal cancer might look at Blincyto and say, no thanks.
    Aug 3, 2015. 12:57 PM | Likes Like |Link to Comment
  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    bil, you're welcome, glad you liked the reinforcement - GLTU on the cc strategy.
    Aug 3, 2015. 12:54 PM | Likes Like |Link to Comment
  • A Post-Earnings Review Of Amgen, With Discussion Of The Repatha Launch [View article]
    Churchill, yes, AMGN is turning into a safe income stock w a growing dividend. There was no update recently on its migraine drug. Periodically some of its competitors working w drugs w similar tho slightly different mechanisms issue press releases. We need good Phase 3 data out of all these co's to assess the market potential for the class and for each company.
    Aug 3, 2015. 12:54 PM | Likes Like |Link to Comment
  • AstraZeneca and Isis Pharmaceuticals to Discover and Develop Antisense Drugs for Cardiovascular, Metabolic and Renal Diseases [View article]
    Well said, yarf01

    LONG ISIS
    Aug 3, 2015. 09:36 AM | Likes Like |Link to Comment
  • Gilead Beats And Raises: Thinking Through The Future Of Its Business And Its Stock Price [View article]
    gman, nice to hear a personal story of Marty. I used to learn a lot from him on Wall Street Week. My wife would discern if the markets were stressed out from how many wrinkles he had on his forehead!
    Aug 3, 2015. 12:32 AM | Likes Like |Link to Comment
  • Gilead Beats And Raises: Thinking Through The Future Of Its Business And Its Stock Price [View article]
    Ajax, thanks for your kind words on the previous GILD article. I'll see what I have time for re more work on GILD's pipeline. As you know, until the company gives us info, it's impossible to know how matters are progressing. But the space they are addressing can be discussed...
    Aug 3, 2015. 12:28 AM | 1 Like Like |Link to Comment
  • Biogen Falls Hard: Is It Undervalued Now? [View article]
    Thanks for picking that typo up, Life. I will correct it.

    Doc
    Aug 1, 2015. 06:13 PM | Likes Like |Link to Comment
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