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Iggy Igette  

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  • Juno: Trying To Justify A $5.5B Valuation For A Year-Old Company [View article]
    Kanak, who do you think came out the winner in the lawsuit settlement?
    Apr 11, 2015. 10:58 PM | Likes Like |Link to Comment
  • Juno settles patent fight with Novartis [View news story]
    So who came out the winner here?
    Apr 11, 2015. 10:58 PM | Likes Like |Link to Comment
  • Second Apple Sapphire Plant Operations Emerges From GT Advanced Technologies' Amended 10-Q [View article]
    Any concerns that the Sapphire Screen is not mentioned anywhere on these posts?

    http://bit.ly/1qeQZ5h
    Jun 26, 2014. 11:49 AM | Likes Like |Link to Comment
  • A Comprehensive Look At Athersys [View article]
    Good article
    Apr 5, 2014. 12:11 PM | Likes Like |Link to Comment
  • MiMedx Announces Record Second Quarter Results [View article]
    MDXG Q2 earnings impressive revenue growth. Total Liabilities cut in half. Cash running a little tight.
    Jul 31, 2013. 09:07 AM | Likes Like |Link to Comment
  • MiMedx: An Opportunity To Come On Board [View article]
    Yes this is the Cross-over study with excellent results confirming Epifix's first in class success story
    Jul 31, 2013. 08:47 AM | 1 Like Like |Link to Comment
  • MiMedx: An Opportunity To Come On Board [View article]
    MDXG Q2 beats estimates. Revenue Growth 175%
    Jul 31, 2013. 08:45 AM | 1 Like Like |Link to Comment
  • MiMedx: An Opportunity To Come On Board [View article]
    Thanks for the info! May explain volatility in the stock price.
    Jul 27, 2013. 01:32 AM | Likes Like |Link to Comment
  • MiMedx: An Opportunity To Come On Board [View article]
    I haven't had the chance to look in detail at grafix, if you have some additional info on it let us know. Thanks!
    Jul 27, 2013. 01:30 AM | Likes Like |Link to Comment
  • MiMedx: An Opportunity To Come On Board [View article]
    Yes that is an interesting correlation: as dermagraft sales plummet, Epifix's sales grow.
    Jul 27, 2013. 01:29 AM | Likes Like |Link to Comment
  • MiMedx: An Opportunity To Come On Board [View article]
    Yes this is a paradigm shift in treatment of wound. In the past we had mainly wet to dry wound dressing and debridement agents. Regenerative medicine has opened a door to wound care treatment.
    Jul 27, 2013. 01:26 AM | 1 Like Like |Link to Comment
  • Robotic Surgeries: Given Intuitive Surgical's Dominance, Do 'Little Bots' Have A Chance? [View article]
    Thanks for the info!

    Intuitive has got revenue issues with the new prostate cancer screening recommendations - the future of prostate cancer surgeries will be decreasing in quantity.
    Jul 24, 2013. 07:43 PM | Likes Like |Link to Comment
  • MiMedx: An Opportunity To Come On Board [View article]
    It would be nice if price wasn't crashing before "the explosion" haha!
    Jul 24, 2013. 07:41 PM | 1 Like Like |Link to Comment
  • Significant Near-Term Catalyst Should Further Rally Keryx Pharmaceuticals [View article]
    Forget Phase 3 approval. I'm looking at Phase 2 CKD Treatment Opportunities. I take care of alot of senior patients - 1/3 have CKD stage 3 or 4. An FDA phosphate binder opportunity for them would be huge - less mortality/morbidity risk going foward not to mention less use of very expensive procrit/epogen injections to treat anemia of CKD. The iron supplements are OK but absorption is not great and constipation is hard to deal with. Currently the only option for CKD Non-dialysis elevated phosphate is taking OTC "tums".

    Looking foward, the 70 million baby boomers transitioning into Medicare age and getting CKD will be a huge market for KERX. KERX is undervalued for these potential indications.

    Burp!
    Jul 24, 2013. 09:48 AM | 1 Like Like |Link to Comment
  • Is Coronado Biosciences A Feast Or A Fraud? [View article]
    MG, I have taken part in conducting a number of clinical trials. Here's on 2 cents on the probability of TRUST-I Study success. I believe the bar is set very low for a successful study if you analyze the study methodologies between Phase 1 and Phase 2:


    CNDO Clinical trial Analysis: Phase 1 trial is the Top 2 pictures. Phase 2 (TRUST-1) Methods bottom picture.

    Phase 1 Methodology: studied 29 patients with active Crohn's (CDAI Crohns Disease Activity Index Average around 290). Primary Endpoint Success is measured by: 1. Response (CDAI drop of >100) 2. Remission (CDAI <150). Patients ingested 2500 ova EVERY THREE WEEKS for 24 weeks.

    Results at 12 weeks indicate a mean drop of CDAI of 195 points (Note only a drop of >100 points considered successful) - this means we have a Cushion of 95 Points of Success. A 75% Response Rate noted at 12 weeks. Remission rate in the 65% (CDAI<150). Note that success rate increases with time (24 weeks data better than 12 weeks).

    ReCap: 2500 Ova every 3 Weeks results in mean CDAI Drop of 195 points (only 100 points needed for Positive Response) with 75% response rate.

    Current Phase 2 TRUST-1 Trial - for this trial to suceed Primary Endpoint is again Response Rate (drop of CDAI >100.

    The TRUST-1 methodology is designed to have a very low threshold for success though: Given the results we just reviewed in P1, TRUST-1 Methodology:

    1. Uses 7500 Ova dose (3X P1 dose)
    2. Dosing every 2 Weeks (DOUBLE the Frequency of P1 dose which was every 3 weeks).

    So if you look at P1 Success of mean CDAI drop 195 points (95 of those are "cushion points"), what would happen if you use 3X the ova dose (7500) and Double the frequency of dosing?

    You're basically Hammering the Crohn's disease with TRUST-1 methodology. The only unknown factor here is the Placebo Effect - P1 did not do a placebo comparison. But considering you have a 95 point "cushion" of CDAI, if the placebo effect is within the Cushion Range, this Trial will be successful in the Fall.
    Jul 24, 2013. 09:26 AM | Likes Like |Link to Comment
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