Justin M. Hall

Genzyme's Very Bad Year

Regarding Icahn, check out Biogen Idec (BIIB) mid-2007. As I recall, shares hit somewhere around $75 to $85.

EP, thank you for the excellent article. Our friends at GENZ have had a damn tough road this year. OSIR's GVHD treatment was a huge disappointment for many investors.

GENZ holders in need of some hope, please reference: Michael Becker's prior coverage of GENZ from a few months ago.

Nevertheless, another excellent article my friend!

Justin

Spectrum Pharma: Zevalin Sales Ramp Up

Dr. Nucs:
Thank you for setting the record straight, again. I always welcome and appreciate your insight (since July).

Please retain my email address: [e-mail]

I would be honored to include you in my group of expert advisors. I work with a number of physicians, including medical oncologists and other doctors. From time to time, I seek their opinions (via email) on a relevant medical issue or particular treatment as it pertains to investing of course. If you are interested, then feel free to drop me an email some time. Any and all of our correspondence will remain strictly confidential.

Thank you again.

Justin

Spectrum Pharma: Zevalin Sales Ramp Up

ZEVALIN AT ANNUAL ASH MEETING
This year, the American Society of Hematologists or ASH Annual Meeting will begin on Saturday December 5 and conclude on Tuesday, December 8, 2009. Eleven oral and poster presentations will feature Zevalin.

On Saturday, December 5, the first Zevalin poster will be available between 5:30 and 7:30 PM. The second poster will is scheduled for Sunday, December 6 from 6-8 PM.

1703. Phase 2 Trial Feasability and Toxicity after Induction Treatment with Rituximab-HCVAD and Metotrexate/Citarabine, Followed by Consolidation with Y-90 Ibritumomab Tiuxetan (Zevalin®)

Treatment of MCL with 6 cycles of Hyper-CVAD/MTX-AraC with anti-CD20 can be accomplished in 70% of the patients up to 70 years, although close follow-up and dose adjustments are frequently required mainly due to hematological toxicity. Consolidation with Ibritumomab-tiuxetan (Zevalin®) is safe and feasible at a dose of 0.3 mCi/Kg. Efficacy is high with an ORR (overall response rate) and PFS (progression-free survival) of 83% and 75%. Longer follow-up is needed to evaluate the role of consolidation treatment with RIT.

2720. Phase 2 Trial of Rituximab-CHOP Chemotherapy Followed by Yttrium 90 Ibritumomab Tiuxetan (Zevalin®) for Previously Untreated Elderly Diffuse Large B-Cell Lymphoma (DLBCL) Patients

These preliminary data indicate that radio-immunotherapy appears highly effective and feasible as “consolidation” after 4 cycles of immuno-chemotherapy in elderly Diffuse Large B-Cell Lymphoma (DLBCL) patients, improving quality of response without any cumulative toxicity.

From 6-8 PM on Monday, December 7, seven poster presentations on Zevalin will be available.

3743. Phase 2 Trial of R-FM (Rituximab, Fludarabine and Mitoxantrone) Chemotherapy Followed by Yttrium 90 Ibritumomab Tiuxetan (Zevalin®) for Untreated Follicular Lymphoma (FL) Patients

These preliminary data indicate that radio-immunotherapy (Zevalin®) appears highly effective and feasible as “consolidation” after short (4 cycles) immuno-chemotherapy in FL patients, improving quality of response without any cumulative toxicity.

3751. Phase 2 Trial of 90 Y-Ibritumomab Tiuxetan (Zevalin®) Treatment as Consolidation After 6th R-CHOP Chemotherapy in Patients with Limited-Stage, Bulky Diffuse Large B Cell Lymphoma

Consolidation treatment with Ibritumomab tuixetan (Zevalin®) resulted in a favorable response with tolerable toxicity in patients with bulky DLBCL.

3210. 90Y-Ibritumomab Tiuxetan (Zevalin®) or Purine Analogues Severely Affect Peripheral Blood Stem Cell Mobilization: An Analysis on 248 Patients

These results could help to identify those factors affecting PBSC mobilization. To reduce poor mobilizers we suggest to anticipate mobilization program and to evaluate the opportunity to reserve purine analogs or radio-immunotherapy after collection. About 20% of patients defined as absolute poor mobilizers might successfully mobilize PBSC by lowering the CD34+ cut-off before apheresis.

3357. 90Y-Ibritumomab Tiuxetan (Zevalin®) May Enhance Anti-Lymphoma Effect of Reduced-Intensity Fludarabine and Melphalan Regimen in Patients with Relapsed, Refractory B-Cell Non-Hodgkin Lymphoma (NHL) Undergoing Allogeneic Hematopoietic Cell Transplant (Allo-HCT)

This study demonstrates the feasibility, tolerability and efficacy of adding Zevalin® to RIC fludarabine and melphalan in the allo-HCT setting for B-cell NHL. The response observed at 1 month post-transplant in patients with refractory disease are encouraging and suggest that this approach could be used to provide early disease control before graft-versus lymphoma effect takes place.

3538. No Harmful Impact of 90Yttrium-Ibritumomab Tiuxetan (Zevalin®) Combined with BEAM on Bone Marrow Microenvironment

90Y-ibritumomab tiuxetan (Zevalin®) alone did not effect the bone marrow environment as measured by SDF-1α and HA. As expected, significant changes were found after high dose chemotherapy. Engraftment and repopulation after Z-BEAM and auSCT was similar to standard BEAM followed by auSCT.

3746. Consolidation with Radio-immunotherapy (Zevalin®) May Prolong Survival in First Remission of Mantle Cell Lymphoma (MCL) Patients Uneligible for Stem Cell Transplantation, an Analysis of the International RIT-Network

Standard-dose non-myeloablative RIT (Zevalin®) is a feasible and safe treatment modality, even for elderly MCL patients. Consolidation radio-immunotherapy with ibritumomab tiuxetan (Zevalin®) may prolong survival of patients who achieved clinical response after chemotherapy. Therefore, this “consolidation” approach should be considered as a treatment strategy for those, who are not eligible for ASCT. RIT (Zevalin®) also has a potential role as a palliation therapy in relapsing / resistant patients.

3423. Y90 (Zevalin®) Plus High Dose BEAM with Autologous Stem Cell Transplantation for Chemo-refractory Non Hodgkin Lymphoma

In this poor risk group of patients Y90 (Zevalin®) plus high dose BEAM can induce responses and long-term remissions. However, other treatment approaches may be warranted for patients with chemo-refractory MCL

Two oral presentations on Zevalin will be featured on Tuesday, December 8 at 7:45 and 8:15 AM, respectively.

932. 90y-Ibritumumab Tiuxetan (Zevalin®) - BEAM/C with Autologous Stem Cell Support as Frontline Therapy for Advanced Mantle Cell Lymphoma. Preliminary Results from the Third Phase 2 Trial (MCL3) evaluating Mantle Cell Lymphoma (MCL)

The high response rates after induction treatment achieved in the MCL2 study are confirmed in the present study (MCL3). Adding 90Y-Ibritumomab tiuxetan (Zevalin®) to high-dose chemotherapy for responding patients NOT in Complete Response (CR) prior to transplant is feasible and does NOT increase toxicity. A negative PET-scan prior to transplant predicts for a molecular remission after the transplant.

868. Stem Cell Transplantation with 90yttrium Ibritumomab Tiuxetan (Zevalin®) in Non-Hodgkin’s Lymphoma (NHL): Observations from PET Pre-Treatment Imaging and Responses in Allografted Refractory Follicular Histologies

These data provide evidence that combining 90YIT (Zevalin®) at 0.4mCI/kg with the conditioning improves outcomes in NHL patients undergoing AUTO or NST, but NOT in CLL. Our results also represent the first report showing that the combination may overcome the negative prognostic value of PET+ in NHL. The addition of 90YIT (Zevalin®) to NST conditioning can induce long-term remission in relapsed refractory FL without added toxicity. Verification of our results in a larger cohort of patients is highly warranted.

Spectrum Pharma: Zevalin Sales Ramp Up

Attention: NUCS

Nucs, 1996 has returned. Apparently, he has nothing better to do with his time. I hope you will keep the record straight.

Thank you in advance.

Spectrum Pharma: Zevalin Sales Ramp Up

The campaign of misinformation continues . . .

Spectrum Pharma: Zevalin Sales Ramp Up

1996:

Wise up.

DAASMT Daily Digest 11/23/09

Excellent!

Spectrum Pharma: Zevalin Sales Ramp Up

Thank you Betsy!!!

Spectrum Pharma: Zevalin Sales Ramp Up

Thank you Mr. Levin! Of course, you may cite this and any other of my articles on SPPI. I have covered this company very closely since June 12, 2009.

Justin

Spectrum Pharma: Zevalin Sales Ramp Up

Investment Guru:

With SPPI, I have always viewed it as a longer-term investment. So, I have no opinion on what you should do in the short-term.

While shares are trading at 1.-- X CASH, revenue growth from Zevalin, and the list goes on and on, I guess I am just not sure what else you are looking for out of a company.

Please note: there are NO perfect companies.

In a crappy economic environment, SPPI is one of very few companies that is highly likely to actually grow - significantly - over the next year.

My view is stay the course and add more on the dips. It'll get there.

Justin

NeurogesX: Next Stop, U.S. Market

EP:

Thank you for the heads up on NGSX.

Justin

Microsoft Co-Founder Diagnosed with Non-Hodgkin’s Lymphoma

Thanks Albatros!

Microsoft Co-Founder Diagnosed with Non-Hodgkin’s Lymphoma

Now, casually stop following this blog and wasting everyone's time.

Microsoft Co-Founder Diagnosed with Non-Hodgkin’s Lymphoma

So, RIT (Zevalin) may be safely used as a --- single agent --- for High-Risk B-cell NHL histologies, including DLBCL which as you suggest is the kind of lymphoma that Mr. Allen has been diagnosed.

FL, MCL, and MZL also apply to this conclusion.

With this known, I hope Mr. Allen does explore the Zevalin option with his physician.

Cancer isn't something to joke about. So, please stop with your petty BS games and name calling. It makes you and your 15+ aliases look ignorant as well as inconsiderate.

Justin

Microsoft Co-Founder Diagnosed with Non-Hodgkin’s Lymphoma

Preliminary data from phase I/II trials show that RIT may be safely used as a single agent or added at either a high dose or standard dose to HDC preparative regimens for high-risk B-cell NHL histologies (DLBCL, FL, MCL, and MZL).