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.
Celsion's HEAT Study: A Far From Certain Outcome - Part 2 [View article]
Since someone finally put up that PK chart, my question is why does it take so long for plasma levels to increase when administration is by IV? Liposomal dox should peak almost immediately, no?
ArQule Dips, But Not Necessarily A Bargain [View article]
Once again, I like your analysis. I was not initially convinced by the NSCLC data, but a lot has happenned since then. It appears to be efficacious in CRC and HCC, with activity both as monotherapy and combo, giving confidence 197 is a real drug and increased optimism in NSCLC. I also doubt a trial stoppage on efficacy is likely at the interim.
Though 2nd line HCC may be small, 197 is also in P2 in combo w/ nexavar in 1st line- a close to 1B market.
Haven't looked closely at CRC. But that's three indications in at least P2. $8 not too bad, though now you have to account for the dilution.
Incyte JAK Inhibitor Awaits Certain Approval [View article]
Yeah, shouldn't have thrown the RA groups in there- diff pt pop, lower doses. It's plausible, I would just like to hear it from someone other than tefferi.
Don't really follow Galapagos, starting to look. Great heritage- Crucell/Tibotech. Really interesting cmpd, wholly owned. Wish it was listed here. Annoying. Wish they would spin off their services division.
Incyte JAK Inhibitor Awaits Certain Approval [View article]
Maybe I am reading it differently from you. I don't like thie Tefferi guy and don't trust anything coming out of him. Why does it seem like the only one reporting a "cytokine rebound" comes from papers he authors? And though he suggests it is due to JAK1 inhibition, he doesn't implicate CYT387? Also, wouldn' the PFE JAK inhibitor and now, Galapagos JAK1 inhibitor have experience with this phenomenom? He cites 5 case studies out of about 50 Phase 1/2 patients to demonstrate this effect. Interestingly, 3 of the 5 patients go on to additional JAK inhibitor (unspecified) therapy after rux. Hmm...
In any case, I feel the paper may have the effect of giving docs hesitance in prescribing rux out of a fear of dangerous withdrawal symptoms.
On a positive note, the case studies demonstrate rux can have an effect lasting up to 3 years.
And agree, I do find YMI a bit difficult to trust. If mgmt better, it'd be a much better investment.
Incyte JAK Inhibitor Awaits Certain Approval [View article]
JPG, Yeah, saw the letter and his follow up article only the Mayo Clinic would publish: http://bit.ly/s5QhEv They've also taken their "case" to youtube. My feeling is Tefferi and Pardanani are too close to YMI. May not be financial, but perhaps personally driven. The pieces don't jibe with Tefferi's previous co-authored study of the INCY cmpd. IMO, his behavior makes both the Mayo Clinic and YMI look bad. I don't have anything against YMI, actually currently long the stock.
Incyte JAK Inhibitor Awaits Certain Approval [View article]
Where to start jasandresen1? Stanford, let's see, ten P3 pts, wow, that'll tell you a whole lot. Feel better for short periods- like a year or more? Compared to an immunosuppressive chemo like Hyrdroxyurea? Whatever, not worth any more time.
Incyte JAK Inhibitor Awaits Certain Approval [View article]
I thought I had fixed that. thanks for catching the mistake. I hadn't finished the sentence because looking for confirmation; initially saw peak at 2015, but seemed too early.
Agree about YMI. Find it strange abstract provided no data on anemia (too good can't print it!!!???), relegated to poster, no oral presentation. Also, once a day so good they're now gonna complement it with BID dosing?? ASCO: transfusion independence, but heme same? Lots of questions
Ariad: Shares Overvalued On Fundamentals [View article]
We share similar assumptions of generic gleevec taking frontline, a common belief for those not blinded by bullish views.
Celsion Dilutes By Fifty Percent [View article]
An unlikely scenario
Ariad: Shares Overvalued On Fundamentals [View article]
Celsion's HEAT Study: A Far From Certain Outcome - Part 2 [View article]
I'm no PK guy, but makes no sense to me.
Celsion's HEAT Study: A Far From Certain Outcome - Part 2 [View article]
ArQule Dips, But Not Necessarily A Bargain [View article]
Though 2nd line HCC may be small, 197 is also in P2 in combo w/ nexavar in 1st line- a close to 1B market.
Haven't looked closely at CRC. But that's three indications in at least P2. $8 not too bad, though now you have to account for the dilution.
Will Human Genome End Up Blazing A Trail For Others? [View article]
Why Big Pharma Doesn't Really Need (Or Even Want) A Pipeline [View article]
Incyte JAK Inhibitor Awaits Certain Approval [View article]
Don't really follow Galapagos, starting to look. Great heritage- Crucell/Tibotech. Really interesting cmpd, wholly owned. Wish it was listed here. Annoying. Wish they would spin off their services division.
You already seem to do this full time...
Incyte JAK Inhibitor Awaits Certain Approval [View article]
Why does it seem like the only one reporting a "cytokine rebound" comes from papers he authors? And though he suggests it is due to JAK1 inhibition, he doesn't implicate CYT387? Also, wouldn' the PFE JAK inhibitor and now, Galapagos JAK1 inhibitor have experience with this phenomenom?
He cites 5 case studies out of about 50 Phase 1/2 patients to demonstrate this effect. Interestingly, 3 of the 5 patients go on to additional JAK inhibitor (unspecified) therapy after rux. Hmm...
In any case, I feel the paper may have the effect of giving docs hesitance in prescribing rux out of a fear of dangerous withdrawal symptoms.
On a positive note, the case studies demonstrate rux can have an effect lasting up to 3 years.
And agree, I do find YMI a bit difficult to trust. If mgmt better, it'd be a much better investment.
Incyte JAK Inhibitor Awaits Certain Approval [View article]
Yeah, saw the letter and his follow up article only the Mayo Clinic would publish: http://bit.ly/s5QhEv
They've also taken their "case" to youtube.
My feeling is Tefferi and Pardanani are too close to YMI. May not be financial, but perhaps personally driven.
The pieces don't jibe with Tefferi's previous co-authored study of the INCY cmpd.
IMO, his behavior makes both the Mayo Clinic and YMI look bad. I don't have anything against YMI, actually currently long the stock.
Incyte JAK Inhibitor Awaits Certain Approval [View article]
Stanford, let's see, ten P3 pts, wow, that'll tell you a whole lot.
Feel better for short periods- like a year or more? Compared to an immunosuppressive chemo like Hyrdroxyurea?
Whatever, not worth any more time.
Incyte JAK Inhibitor Awaits Certain Approval [View article]
Incyte JAK Inhibitor Awaits Certain Approval [View article]
Agree about YMI. Find it strange abstract provided no data on anemia (too good can't print it!!!???), relegated to poster, no oral presentation. Also, once a day so good they're now gonna complement it with BID dosing??
ASCO: transfusion independence, but heme same?
Lots of questions
Incyte JAK Inhibitor Awaits Certain Approval [View article]
Of course there is no complete certainty in drug approval, but IMO, ruxolitinib is as close as it gets.
Best of luck,
Jason