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Mark Cifra

 
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  • Buying ViroPharma Ahead of June 3rd FDA Decision [View article]
    You could be right, I have generic Vancocin priced in as a given, its been off patent for years. Now look at whats happening to ARCA Bioscience today (ABIO), down almost 50 percent on news of a CR letter from the FDA for their heart drug, it shows the risk of getting a CR letter for Cinryze. I'm long VPHM, I say 10 on FDA approval of Cinryze in acute HAE.


    On Jun 01 12:13 PM Dan Weiss wrote:

    > The larger item for Viropharma will be the FDA decision in August
    > on whether generic companies can create Vancocin but the acute HAE
    > decision is also important for VPHM.
    Jun 1, 2009. 12:53 PM | Likes Like |Link to Comment
  • Q1 2009 Biotech Earnings Roundup: The Good, the Bad, and the Ugly [View article]
    When a large cap biotech like Celgene gaps down 7.00 and closes down 5.93, thats a disaster. If you didn't own it, maybe its a buying oppurtunity, but if you owned it, its a disaster in my opinion.


    On May 27 12:35 PM Alphameister wrote:

    > Not sure what purpose is served by this article, but describing the
    > first-quarter report by CELG as a "disaster" only reflects and reinforces
    > the lunacy of today's market.
    May 27, 2009. 03:52 PM | 1 Like Like |Link to Comment
  • Q1 2009 Biotech Roundup: The Good, the Bad and the Ugly [View article]
    Most reasonable people would consider a 68 percent haircut in one day a failure.


    On Apr 02 09:45 AM Seeking Accuracy wrote:

    > HGSI's phase 3 trial for albuferon did not fail. In fact, the defined
    > endpoint of non-inferiority was successfully met. The SVR was slightly
    > unfavorable, when compared with the standard of care, but stating
    > the trial as a "Failure" is not only inaccurate, it demonstrates
    > a lack of quality in the reporting or a failure to understand the
    > data reported.
    Apr 2, 2009. 10:37 AM | Likes Like |Link to Comment
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