Seeking Alpha
View as an RSS Feed

DoctoRx  

View DoctoRx's Comments BY TICKER:
Latest comments  |  Highest rated
  • Merck's HCV combo shows cure rates of 60 - 100% in three genotypes [View news story]
    Three companies do have high cure rates. I'm not sure that Merck's data in genotype 1 is quite good enough to shake Gilead. Stocks moving marginally on the open...
    Apr 24, 2015. 09:31 AM | 5 Likes Like |Link to Comment
  • Celgene Corporation Enters into Strategic Immuno-Oncology Collaboration with AstraZeneca to Develop PD-L1 Inhibitor Program for Patients with Serious Blood Cancers [View article]
    "Royalty rates will decrease gradually to 50 percent over a period of fours after the first date of commercial sales."

    I assume there is a typo and the period will be four years. I'm not sure I understand the rationale for the terms. They are saying that Celgene will both market and receive a royalty? And after they build the market, the royalty to Celgene will drop 20 points?
    Apr 24, 2015. 08:53 AM | Likes Like |Link to Comment
  • Biogen Reports First Quarter 2015 Revenues of $2.6 Billion [View article]
    Growth is from Tecfidera - which requires further investigation re patent issues; and hemophilia products, which may face competition sooner rather than later. Great pipeline but I have no reason to expect news on the AD candidate any time soon. LLY is in that hunt now as well. I wonder if the stock will tread water until there is more clarity on the Tecfidera patent situation.
    Apr 24, 2015. 07:49 AM | Likes Like |Link to Comment
  • Gilead, Biogen, Caterpillar And Trinity Updates [View instapost]
    No, it's more the reputational issues and the cockroach theory that if there's the possibility that TRN if was engaged in improper relationship with its regulator, there may be other "roaches" that emerge. So who needs that?

    It's not that any customer will rush out and not do business with TRN on railcars. But low P/E stocks vs their peers are often that way for a good reason...
    Apr 23, 2015. 09:31 PM | Likes Like |Link to Comment
  • Merck's HCV combo shows 99% cure rate in HCV-1 patients with advanced kidney disease [View news story]
    Congrats to Merck, a little late - but a nice achievement.
    Apr 23, 2015. 03:56 PM | 1 Like Like |Link to Comment
  • Gilead pan-genotypic HCV combo shows cure rate of 93% after six weeks of treatment; four-week regimen falls short [View news story]
    Ptatty and somedata1 are, as usual, on target with their understanding.
    Apr 23, 2015. 03:12 PM | 1 Like Like |Link to Comment
  • Phase 3 results show HCV-1 cure rates as high as 97% for Olysio + Sovaldi [View news story]
    No tears for JNJ, Sovaldi gave them a windfall for Olysio for a while... Now it's GILD against all the rest of them.
    Apr 23, 2015. 03:01 PM | 2 Likes Like |Link to Comment
  • FDA grants Priority Review for AbbVie's 2-DAA HCV-4 regimen [View news story]
    What a busy day for ABBV news! They are making progress in hep C...
    Apr 23, 2015. 11:18 AM | 1 Like Like |Link to Comment
  • Gilead's Sovaldi and Harvoni show encouraging results in patients with difficult-to-treat liver disease [View news story]
    Agree w NJBioNerd. Not overly surprising, but encouraging indeed. When these indications get added to the label, they are important in sales both to doctors and in making the case to managed care etc. to go with Gilead's products.
    Apr 23, 2015. 10:55 AM | 11 Likes Like |Link to Comment
  • A Discussion Of Amgen's Q1 Results, With Updates On Its Pipeline [View article]
    Some relevant commentary from Barron's titled Amgen: But What About the Biosimilars?:

    http://on.barrons.com/...

    A worthwhile, quick read... tempers the bulls, and as I hinted in my article, REGN has begun outperforming AMGN... again.

    As I've siad, I think that current Amgen management is doing a top-notch job, but the company has a few important, structural headwinds that "noobs" such as REGN, CELG and GILD lack.
    Apr 23, 2015. 10:51 AM | Likes Like |Link to Comment
  • Gilead pan-genotypic HCV combo shows cure rate of 93% after six weeks of treatment; four-week regimen falls short [View news story]
    Juan, I agree w NJBioNerd. We are dealing with a virus that tends to have about a 4 week cycle. 8 weeks is two cycles. 6 weeks gives less killing time. Since the drugs cost little to actually produce and are well tolerated by patients, it makes little sense other than for marketing purposes to push the limit on treatment duration if there is any measurable decrease in treatment efficacy, IMHO.
    Apr 23, 2015. 10:45 AM | 2 Likes Like |Link to Comment
  • A Discussion Of Amgen's Q1 Results, With Updates On Its Pipeline [View article]
    jstratt, thanks as always for reading and commenting. Glad you liked the discussion of AMGN. Special congrats for being a long-term holder. AMGN had a prolonged R&D drought, and you stuck with it. (I had never owned AMGN until last year.)

    'It does help to be in a growing industry." QOTD!
    Apr 23, 2015. 10:31 AM | 1 Like Like |Link to Comment
  • Gilead pan-genotypic HCV combo shows cure rate of 93% after six weeks of treatment; four-week regimen falls short [View news story]
    Hard to say with a 14/15 result - would that be 49/50 if the study were larger? Good, if so. But if it's "only" 93%, then 6 weeks is just a little short. Given the "life cycle" of the hep C virus, that's been my suspicion... but there's hope for 6 weeks still. 4 weeks looks dead with current drugs.
    Apr 23, 2015. 10:24 AM | 4 Likes Like |Link to Comment
  • Amgen Flexes Its Earnings Muscle [View article]
    Dan, good review, good to see AMGN getting your attention. There are some challenges, but as you opine, AMGN should be safe from a large stock-specific decline - something that is not most biotechs. That's appealing to many individual investors and institutions.
    Apr 23, 2015. 09:03 AM | 1 Like Like |Link to Comment
  • AbbVie Q1 U.S. sales up 19%; operating earnings up 25%; non-GAAP EPS raised [View news story]
    Bloomberg says VP slightly beat expectations:

    "First-quarter Viekira Pak sales of $231 million beat the $223 million average estimate of two analysts. Humira pulled in $3.11 billion in revenue, compared with the $3 billion average estimate."

    http://bloom.bg/1K8s762

    GILD is up about as much as ABBV on a % basis pre-open, but GILD has two news releases about its hep C program out as well. It did move up mostly after the ABBV release rather than after the European release of the hep C data, so maybe the analysts are sniffing a good quarter for GILD.

    Lots of news in the press release...
    Apr 23, 2015. 08:55 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
2,551 Comments
2,434 Likes