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  • Aegerion Pharmaceuticals: We Are Bullish On The Lomitapide Story [View article]
    I'll put my money on Marc Beer and not even $1.00 with Stan Crooke.
    Jun 8 09:02 PM | Likes Like |Link to Comment
  • Aegerion Pharmaceuticals: We Are Bullish On The Lomitapide Story [View article]
    Antisense has historically had major side effects. Very few are "safe." Just look at all the ISIS products that have failed due to safety. I recommend going back over the last 10 years and reading their press releases. It amazing how many of their development products they stop talking about.....
    Jun 8 02:45 PM | Likes Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    April WK is $22.3MM
    Jun 8 11:13 AM | Likes Like |Link to Comment
  • Aegerion Pharmaceuticals: We Are Bullish On The Lomitapide Story [View article]
    Yes, BMY noted the high GI side effects, which have been mitigated with a low fat diet (i.e., not what Americans eat everyday). Compare that to flu like symptoms and ISRs. yes, there will likely be dilution, although I wonder why the company has not raised money since its is obvious to everyone they will want to top up - why do you think that is? With respect to data, please refer to the recently presented data (http://bit.ly/LDuEGl). Mipo has the variability - that's pretty well established. Perhaps you should compile the efficacy/safety/tolera... for each product....
    Jun 8 11:04 AM | Likes Like |Link to Comment
  • Aegerion Pharmaceuticals: We Are Bullish On The Lomitapide Story [View article]
    ALXN is one hit wonder, right? Yes, I expect them to raise money. They are not significantly behind ISIS and mipo dn look very tolerable. Good like riding ISIS into the panel/PDUFA...
    Jun 8 09:51 AM | Likes Like |Link to Comment
  • Threshold Pharmaceuticals: TH-302 Phase IIb Clinical Results In First-Line Pancreatic Cancer [View article]
    Appreciate that. I'm trying to provide valuable information instead of the garbage that is typically on SA.....
    Apr 28 06:01 PM | Likes Like |Link to Comment
  • Threshold Pharmaceuticals: TH-302 Phase IIb Clinical Results In First-Line Pancreatic Cancer [View article]
    Point here is PFS does correlate to OS in pancreatic cancer. That can't be said about all cancers (for example melanoma or prostate).
    I think its more an issue of the nature of an open-label study and the fact that there can be investigator bias particularly when scoring progression on a known placebo patient. Here the does response is important to note, as is the overall consistency of the data on PFS, RR and on side effects.
    Apr 28 06:00 PM | Likes Like |Link to Comment
  • Second Physician Survey Supports Prescription Data: Expecting 1Q Fusilev Growth [View article]
    It is hard to predict when you will get paid in this biz. Stock is trading at a P/E of 6.6, which is incredibly low and reflects the fact that people think Fusilev is going away. They were saying that last year, and they were wrong, and I expect they will be wrong again in 2012. This is not a product that is substituted by a generic at the pharmacy. Hard to know when sentiment will change, but if management keeps executing, Fusilev continues to grow and Allos becomes accretive, then I expect people will come around.
    Apr 27 08:52 AM | Likes Like |Link to Comment
  • Second Physician Survey Supports Prescription Data: Expecting 1Q Fusilev Growth [View article]
    One possibility is they are offering discounts for certain types of contracts. Another is they are discounting to the hospital segment. I don't think discounts they offer are being picked up by WK.
    Apr 26 08:26 AM | Likes Like |Link to Comment
  • Second Physician Survey Supports Prescription Data: Expecting 1Q Fusilev Growth [View article]
    The WK data are out for March - $23MM.
    Apr 25 12:00 PM | Likes Like |Link to Comment
  • Second Physician Survey Supports Prescription Data: Expecting 1Q Fusilev Growth [View article]
    I believe the March WK data comes out soon. I will certainly let you know.

    Regarding the threat of generic leucovorin, I think people don't realize generic leucovorin is not an AB rated substitutable generic for levoleucovorin. These are two different products, with two different dosages. Hence, pharmacies can't just swap about a generic leucovorin for Fusilev. Fusilev is being reimbursed. Very very few physicians have had problems getting reimbursed. Even if the generic comes back, why would physicians switch back? They make more money with Fusilev (ASP+6%). Sure, some public hospitals that are cost sensitive may switch back, but that is roughly 20% of the market. The private practices and patients with private health insurance, or the majority of the market, will remain with Fusilev - that's my bet.
    Apr 17 09:28 AM | 3 Likes Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    I believe SPPI is weak because the current view, which I strongly believe is incorrect, is that generic leucovorin has or will soon return to market. Furthermore, the QoQ sales from $41MM to $43MM was disappointing given the growth seen in 2Q11 to 3Q11. My work indicates that the shortage has gotten worse over the last several months and my estimate for 1Q11 is above consensus of $46MM. Furthermore, I think there is even more upside when they report 2Q12 sales and beyond, as the short thesis of a resupply may be in the rear view mirror.
    Apr 14 12:39 PM | Likes Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    Its hard to imagine that a single administration of a chemotherapy would impact relapse rate going out so long
    Mar 23 10:41 AM | Likes Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    Here are the Leucovorin units (in millions). As you can see, Jan and Feb are very low.

    March 0.97
    April 0.32
    May 0.89
    June 1.56
    July 0.31
    August 1.38
    Sept 1.07
    Oct 0.82
    Nov. 0.61
    Dec 0.38
    Jan 0.186
    Feb 0.176
    Mar 23 10:39 AM | Likes Like |Link to Comment
  • Spectrum Pharmaceutical: FUSILEV Sales Accelerating In 1Q, Stock Should Move To New Levels [View article]
    Available on Bloomberg. Command is BI BIOT RX
    Mar 22 10:01 AM | 1 Like Like |Link to Comment
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