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Dr. Paul Nunzio DeSantis, Pharm.D  

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  • CO-1686 Data Confirmed Efficacy, Take Advantage Of Weakness In Clovis Oncology Shares Ahead Of Rucaparib Outcomes Data [View article]
    Thank you. I sincerely appreciate that. I certainly put the time into these names, so it's great to have the validation in the stock price afterward.
    Apr 19, 2015. 03:22 PM | Likes Like |Link to Comment
  • Tekmira/Oncore Merger Represents Substantial Upside [View article]
    No denying any of that but Oncore is targeting at least 3 mechanisms of HBV, potentially developing the closest thing to the preverbal silver bullet that Deutsche Bank had been pitching people on ARWR before it collapsed. Oncore is very differed particularly their cccDNA asset. Moreover, TKMR is likely to shed non-core assets making it the broadest purely in HBV< this increases a sum of the parts valuation, as HBV is large, sustainable, and a lower threshold for approval relative to HCV, consequently it deserves a premium. Just my opinion.
    Mar 31, 2015. 12:42 PM | 1 Like Like |Link to Comment
  • pSivida Corp.: Imminent New Drug Approval, Steady News Flow, And Tethadur Partnership Raising Price Target To $10/Share [View article]
    Patience required with this one, slow ramp up. End of 2015 should start to see solid numbers + start of new clinical program, and new FDA filing in 2016 as well. The major value driver is Tethadur IMHO, main catalyst "known, unknown" announcement of collaboration and clinical program of Tethadur. When? No one knows, but that should be an invigorating event for shares of PSDV.
    Feb 13, 2015. 09:58 AM | Likes Like |Link to Comment
  • pSivida Corp.: Imminent New Drug Approval, Steady News Flow, And Tethadur Partnership Raising Price Target To $10/Share [View article]
    Laughable? I think it was Leerink or Needham that came out 3-4 weeks after me with a $9 or $11 price target if I recall correctly. 2Q15 Illuvien sales numbers fwill set the launching point for the stock in my opinion followed by updates on Tethadur, and Medidur Phase 3/NDA by 2016. Lots of upside beyond $10 over the long term, and if I recall my $10PT is for end of 2015. Nothing has changed, still buy and hold for me. Patience is key, but up to you whether or not you want to hold. Look, seldom do you have these types of asymmetric risk/rewards like PSDV. All it will take is an announcement with who their large pharma partner will be for Tethadur to reinvigorate investor interest, when is that? No one knows. Patience or you can chase hot money trades, up to you... thanks for the comments. Good luck.
    Jan 29, 2015. 06:21 PM | 2 Likes Like |Link to Comment
  • Tekmira/Oncore Merger Represents Substantial Upside [View article]
    Being skeptical is ALWAYS a GOOD thing! Do your own Due-Diligence! You're right adding Hep-B to anything does create value, sometimes it is worth it sometimes its not, I argue that Oncore's Pedigree merits value, and in this case isn't just "slapping HepB onto something," but agree with your sentiments and skepticism, those are good attributes to have on the sector right now. And yes, look forward to following this company closely. But in general, its all about risk-reward, as I said in this report, ~30-40% downside, but the upside truly is Multiples of those losses, so it sets up favorably I think for a small position for now, as it gets validated or invalidated, adjust bias and position sizing accordingly.
    Jan 21, 2015. 11:29 AM | 2 Likes Like |Link to Comment
  • Tekmira/Oncore Merger Represents Substantial Upside [View article]
    I know... I wrote about this already, see GBIM report,
    Jan 20, 2015. 10:24 PM | 1 Like Like |Link to Comment
  • Tekmira/Oncore Merger Represents Substantial Upside [View article]
    Oncore represents Brain Power, and antiviral development expertise and success. Oncore's founder is one of the Sovaldi inventors that led to the highest price ever paid for a noncommercial stage company; $11B for Pharmasset by GILD. HBV if TKMR/Oncore develop a paradigm shifting regimen or asset, it could warrant something close to $11B, and possibly much higher, but depends on a lot of variables that no one has the answers to yet.
    Jan 20, 2015. 08:14 PM | 2 Likes Like |Link to Comment
  • Tekmira/Oncore Merger Represents Substantial Upside [View article]
    No I don't think so at all, $750M is the "fundamental floor value" as stated in the report, pipeline and possible licensing deal is upside. Many sell-side firms came out with their price targets $30 or $33 and one at $40. Mine is at $28.51 for now
    Jan 16, 2015. 11:07 AM | 2 Likes Like |Link to Comment
  • Tekmira/Oncore Merger Represents Substantial Upside [View article]
    Thanks John and you are welcome too. Good luck this year. Bests,
    Jan 14, 2015. 07:02 PM | 1 Like Like |Link to Comment
  • Tekmira/Oncore Merger Represents Substantial Upside [View article]
    thx!
    Jan 12, 2015. 02:04 PM | Likes Like |Link to Comment
  • Achillion Pharmaceuticals: Still Bullish, But Taking Profits [View article]
    YES
    Dec 24, 2014. 06:16 PM | Likes Like |Link to Comment
  • Achillion Pharmaceuticals: Still Bullish, But Taking Profits [View article]
    ACHN could be game changer for any acquirer. Data 3422 was good enough to be viable, main thing is safety was good. NS5a as we said in first piece could be best in breed.
    Dec 23, 2014. 07:06 PM | Likes Like |Link to Comment
  • CO-1686 Data Confirmed Efficacy, Take Advantage Of Weakness In Clovis Oncology Shares Ahead Of Rucaparib Outcomes Data [View article]
    yea, ESRX collusion on prices is interesting, but nonetheless, GILD mgmt is the best, they clearly don't think they need ESRX. I agree, only 5% of US HCV population...cie la viet
    Dec 22, 2014. 02:56 PM | Likes Like |Link to Comment
  • Achillion Pharmaceuticals: Still Bullish, But Taking Profits [View article]
    Thank you, I appreciate that. Data imminent now, will be interesting to see the shockwaves data will have on ABBV/GILD/MRK
    Dec 16, 2014. 02:57 PM | Likes Like |Link to Comment
  • CO-1686 Data Confirmed Efficacy, Take Advantage Of Weakness In Clovis Oncology Shares Ahead Of Rucaparib Outcomes Data [View article]
    haha, thanks buddy. GILD I think will use its voucher for Simtuzumab possibly? Or an acquired asset yet to be determined. Possibly GS-5816 combination is also possible.
    Nov 24, 2014. 12:51 PM | Likes Like |Link to Comment
COMMENTS STATS
331 Comments
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