Mark Cifra

Buying ViroPharma Ahead of June 3rd FDA Decision

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.

Q1 2009 Biotech Earnings Roundup: The Good, the Bad, and the Ugly

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.

Q1 2009 Biotech Roundup: The Good, the Bad and the Ugly

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.