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  • Aegerion: Addressable Market At Odds By 1,000% [View article]
    Did you read my independent survey of over 700 lipidologists?
    Nov 13, 2013. 08:37 AM | Likes Like |Link to Comment
  • Affymax: Getting The Facts Straight [View article]
    Pretty silly to be long this stock. The Brenner Group is conducting a wind-down of operations, which includes negotiating the liabilities. This may take 12 months to conduct, but this is standard protocol.
    Aug 29, 2013. 09:22 AM | 2 Likes Like |Link to Comment
  • Questcor: Results Of Rheumatology Physician Survey Show Strong Uptake Of Acthar [View article]
    There will be inherent selection biases in these surveys (i.e. a greater proportion of rheums who use Acthar respond to the survey). Nevertheless, they are helpful in giving a temperature read.

    I paid for this survey. LifeSci Advisors serves a growing number of life sciences companies, but Questcor is not one of them. I don't work for institutional investors, either. I like QCOR and own the stock so I conduct these surveys for my own benefit and don't have any agenda other than educating people and expressing my belief that this stock is undervalued.
    Mar 7, 2013. 06:15 PM | 6 Likes Like |Link to Comment
  • Aegerion Pharmaceuticals Expected To Take A Hit [View article]
    There is an interesting article in BioCentury this week comparing the two drugs. There are a couple of key points that I'd like to point out. According the thy Kynamro label, "The use of KYNAMRO as an adjunct to LDL apheresis is not recommended." Hence, those patients currently on apheresis are not targets for this drug. As lipidologist Gilbert Thompson says in an interview for the artilce, "If Kynamro is not recommended with apheresis, then from the point of view of any clinician who is treating hoFH, I think they would go for Juxtapid.” With respect to pricing, it doesn't make difference to the prescribing physician - they want to use the best drug, which is Juxtapid. Lipidologist Eliot Brinton states, "the $59,000-$119,000 price difference would not be a driving factor in his choice of treatment." There may be some patients that docs put on Kynamro (women of child-bearing potential, patients with gastrointestinal disorders or those on concomitant therapies that have interactions with Juxtapid), but the drug of choice is unambiguously Juxtapid for the majority of patients - this is the conclusion of every piece of market research and stands in to reason from the data.
    Feb 3, 2013. 03:02 PM | Likes Like |Link to Comment
  • Aegerion Pharmaceuticals Expected To Take A Hit [View article]
    This is one of the most ill-informed articles I have read in a long time on Seeking Alpha. You state, "Kynamro has not displayed any potential serious damage to the liver." Have you even looked at the drug's label???? Here is the link to it in case you can't find it:
    http://www.kynamro.com~/media/Files/Kynamro/...
    Notice the black box warning for hepatotoxicity. You may be the one person on the planet who is interested in these stocks and the HoFH market that can't identify this important feature of the label.
    Furthermore, every analyst that I've seen who has done a comparison of Juxtapid and Kynamro, has concluded that that Juxtapid is the superior product on efficacy, safety, and tolerability. I do, however, see ill-informed speculators, such as yourself, who are backing Kynamro for some inexplicable reason. The overall superiority was even evident in the FDA panel that was held prior to approval of both products. I'm 99% sure you were not paying attention to the panel or you have no ability to interpret drug data. In addition, we have conducted a survey of lipidologists that showed Juxtapid was preferred 2:1 over Kynamro (http://bit.ly/nEORWJ). At the very minimum, you should make an attempt to get the facts straight.
    Feb 2, 2013. 12:44 PM | 2 Likes Like |Link to Comment
  • Upcoming Orphan Drug Approval Decisions For 4 Biopharma Companies [View article]
    it is 12/29
    Dec 20, 2012. 04:13 PM | Likes Like |Link to Comment
  • Aegerion's Lomitapide - FDA Approval, Strong Launch, Stock Price Increase Anticipated [View article]
    At the end of the day, the vote was close for mipo (9/6), the vote for lomitapide was not (13/2). My survey indicated that lipidologists prefer the profile of lomitapide, which is consistent with the AdCom panel voting. I'm not sure how anyone can look favorably at mipo over lomitapide, which has superior safety, tolerability, and efficacy.
    Oct 24, 2012. 04:16 PM | Likes Like |Link to Comment
  • Aegerion's Lomitapide - FDA Approval, Strong Launch, Stock Price Increase Anticipated [View article]
    You sound like a conspiracy theorist.
    Oct 24, 2012. 09:40 AM | Likes Like |Link to Comment
  • Aegerion's Lomitapide - FDA Approval, Strong Launch, Stock Price Increase Anticipated [View article]
    Again, that is not the view of experts and the AdCom.
    Oct 24, 2012. 09:39 AM | Likes Like |Link to Comment
  • Aegerion's Lomitapide - FDA Approval, Strong Launch, Stock Price Increase Anticipated [View article]
    Maybe you should have listened to the AdCom.
    Oct 24, 2012. 09:38 AM | Likes Like |Link to Comment
  • Aegerion's Lomitapide - FDA Approval, Strong Launch, Stock Price Increase Anticipated [View article]
    My survey was NOT renumerated and it was not bogus.
    Oct 24, 2012. 09:38 AM | 1 Like Like |Link to Comment
  • Questcor: Results Of Our Physician Survey Suggest Increased Sales For Acthar Gel [View article]
    I think the point is that Acthar is already very difficult to get. The patients that need it are really in terrible shape and have failed all else. There are documented cases where Acthar works in theres patients and the physicians are saying that. If that is the case, then I believe insurers will continue to pay for the drug although they will put up roadblocks like prior authorization. Despite these barriers, physicians and patients who need the drug should get access. I think some of this is just posturing by the HMOs. Ultimately, vial numbers and sales will indicate reality. At this valuation, however, investors are expecting close to the worst.
    Oct 8, 2012. 12:54 PM | 3 Likes Like |Link to Comment
  • Questcor: What's Really Changed? [View article]
    You mean Don?
    Oct 2, 2012. 04:43 PM | Likes Like |Link to Comment
  • Questcor: What's Really Changed? [View article]
    Have you reviewed the companies 8-K? If so, you'd have a pretty good idea of how many vials they sell in that indication, where it is the standard of care.
    Oct 2, 2012. 11:58 AM | 2 Likes Like |Link to Comment
  • Questcor: What's Really Changed? [View article]
    yeah, just so you know if you are a hedge fund with several billion dollars under management and you own stocks like AET, the management of those companies listen to you. Likewise, when you donate money to a political party or candidate, they also tend to do things for you. I guess these concepts are hard for you to grasp.
    Andrew
    Oct 2, 2012. 11:57 AM | 7 Likes Like |Link to Comment
COMMENTS STATS
69 Comments
43 Likes