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Mark Chapman  

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  • Premarket Biotech Digest: Geron EDP Today, Repatha Approval, Mylan Perrigo Deal [View article]
    Where are you seeing that the PCSK9 drugs are approved for statin intolerance? The label states as an "adjunct" to statin therapy for additional LDL lowering. That means as an add on to statins for FH or high risk patients. Therefore, any monotherapy would need to be off-label, correct?
    Aug 28, 2015. 09:42 AM | 1 Like Like |Link to Comment
  • Kyle Bass's Latest IPR Missile Ventures Into Biologics And Threatens Amgen's $5B Enbrel Drug [View article]
    Thanks for the article Markman Advisors.

    Since biologic patents are not in the orange book, then hatch-waxman does not apply and there is no automatic stay, correct? So any biosimilar could launch at risk, assuming FDA approval, while Bass is challenging patents?
    Aug 26, 2015. 03:49 PM | Likes Like |Link to Comment
  • Antares Pharma: Why I'm Still Long [View article]
    Steve, a takeover would be complicated, given the various partnerships. I do believe, however, that QS-T will generate ALOT of interest after the clinical trials are complete. So i tend to think that a takeover is unlikely at this point, but wouldn't be surprised to hear a few rumors pop up when QS-T is nearing NDA submission.
    Aug 22, 2015. 02:32 PM | 1 Like Like |Link to Comment
  • Antares Pharma: Why I'm Still Long [View article]
    You can speculate as to reason for secondary. As i've previously written, a line of credit would have been bullish for Gx Epi approval. But, at the same time, there could be more in the works that will require flexibility and cash.
    Aug 17, 2015. 08:53 PM | 1 Like Like |Link to Comment
  • Antares Pharma: Why I'm Still Long [View article]
    I agree crazy world in biotech, but when the market loses trust in a company, it takes alot to regain trust; actually posting a quarter or two of being cash flow positive should do the trick here.
    Aug 17, 2015. 08:47 PM | 3 Likes Like |Link to Comment
  • Antares Pharma: Why I'm Still Long [View article]
    The first CRL for suma was the doozy, as it required a redesign of the device. The last two,i have to agree with you. But it does give more meaning to "complex" generic that you hear Teva talk about, eh? I only expect 10% margin for Antares because the other half (10%) goes to distribution partner Teva- so 20% overall.
    Aug 17, 2015. 08:43 PM | Likes Like |Link to Comment
  • A Letter To Antares Pharma's Board Of Directors [View article]
    Yes, i plan to submit next week, but whether it gets published or how long it takes is anyones guess. Feel free to email me at chapmame@gmail.com if you like, i exchange info/ideas with several others that post here as well.
    Aug 13, 2015. 10:31 PM | Likes Like |Link to Comment
  • A Letter To Antares Pharma's Board Of Directors [View article]
    I will try to write an update, but i agree with you about hobbs.
    Aug 11, 2015. 10:52 AM | Likes Like |Link to Comment
  • Shaken, Not Stirred: Is The 'Biotech Bubble' Beginning To Burst? [View article]
    Great article. Appreciate the insight.
    Aug 7, 2015. 12:17 PM | 5 Likes Like |Link to Comment
  • A Letter To Antares Pharma's Board Of Directors [View article]
    Roger, he is replacing Jennifer Evans Stacy, who was hired Q2 2014.
    Jul 15, 2015. 12:10 PM | 1 Like Like |Link to Comment
  • The Race To Cure Duchenne Muscular Dystrophy - An Investor's Guide [View article]
    Thanks, i will try to correct.

    I understand Sarepta and Biomarin have diiferent drugs, but i was just trying to help guide investors to all the different options. Do you have an opinion about whether Sarepta or Biomarin has the better product?
    Jul 7, 2015. 04:10 PM | Likes Like |Link to Comment
  • Cerner: As DoD Decision Looms, Marketing Position Suggests Overvaluation [View article]
    Very nice article. Any comments about how Nuance (nuan) and their voice/imaging/coding solutions fit in?
    Jul 6, 2015. 04:43 PM | Likes Like |Link to Comment
  • A Letter To Antares Pharma's Board Of Directors [View article]
    I expect deerfield to continue selling until they get under 10% ownership.
    Jul 2, 2015. 10:47 AM | 1 Like Like |Link to Comment
  • Lipocine Is An Attractive Specialty Pharma Story [View article]
    I think you are way too optimistic about the market potential for 1021...

    If 1021 can get $400-500 million in peak sales, then what will Antares QS-T achieve? $1 billion? It has far better efficacy and can be self administered in a once weekly painless sc injection.
    Jun 30, 2015. 10:50 AM | Likes Like |Link to Comment
  • Aerie Pharma: Catalyst Packed Quarter Looming [View article]
    Thanks for the comment. I agree that starting new trials may not cause immediate stock price movement like clinical trial results, but it will help investors determine that the product development remains on track and that FDA has agreed with trial design. So it serves as a catalyst so that models can be updated.
    Jun 26, 2015. 12:34 PM | 1 Like Like |Link to Comment
COMMENTS STATS
293 Comments
296 Likes