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Ohad Hammer

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  • Onyx - A 'Must Own' Biotech For 2013 [View article]
    In the short run, both agents compete for the same dual refractory patient population. Long run, they will probably be given in combination or sequentially given the different MOAs.


    Ohad
    Feb 10 08:18 AM | Likes Like |Link to Comment
  • Biotech Portfolio Update: 2012 Summary And 2013 Outlook [View article]
    Hi Gary,

    I am following IMGN closely but still thinks T-DM1 is baked in and i m still waiting for the next catalyst.

    Ohad
    Dec 31 11:44 AM | Likes Like |Link to Comment
  • Biotech Portfolio Update: 2012 Summary And 2013 Outlook [View article]
    Sorry, I don't follow IMUC closely.

    Steven- my main fear is that if you accept 1 mg/kg is highly efficacious and 1.5 mg/kg isn't, the difference in terms of exposure is probably not meaningful. So going forward when you have large number of patients, some of them might have exposure similar to 1.5 mg/kg.

    Ohad
    Dec 25 08:12 AM | Likes Like |Link to Comment
  • Biotech Portfolio Update: 2012 Summary And 2013 Outlook [View article]
    Thanks, happy holidays and may we all have a prosperous 2013.

    Ohad
    Dec 24 10:10 AM | Likes Like |Link to Comment
  • ASH 2012 Preview: Top Picks For Upcoming Blood Cancer Meeting [View article]
    I disagree with their assessment and believe there is a high (~70%) probability of approval, but that scenario cannot be ignored. The negative overall survival trend is definitely there. While I view it as a minor issue that can be easily explained by tivo's activity, the bottom line is that the control arm did better than the experimental arm.

    Ohad
    Nov 15 02:11 AM | Likes Like |Link to Comment
  • AVEO Pharmaceuticals: Attractive Following Recent De-Risking Events [View article]
    Yes AVEO is still a buy imo. Didn't understand the Nexavar part

    Ohad
    Oct 29 01:31 PM | Likes Like |Link to Comment
  • AVEO Pharmaceuticals: Attractive Following Recent De-Risking Events [View article]
    With respect to Sutent, you're correct (actual number is 11 months) and AVEO can't claim tivo is superior than Sutent, only that it is much safer.
    Geographical distribution- Votrient was also approved based on a p3 conducted primarily in eastern europe.
    Nexavar - This was my main point but turns out that Nexavar can be used more efficiently, probably due to management of AEs.


    Ohad
    Oct 25 01:06 AM | Likes Like |Link to Comment
  • AVEO Pharmaceuticals: Attractive Following Recent De-Risking Events [View article]
    Thanks both for the feedback.

    mabiotechinvestor, there are all sorts of parameters I didn't include. Including cash can go both ways as AVEO will have to raise more cash to support development in additional indications, not to mention establishing a US sales-force.
    There is obviously additional value in their early stage pipeline and discovery platform.

    Ohad
    Oct 22 10:54 AM | Likes Like |Link to Comment
  • Winners Of ESMO 2012 [View article]
    Hi RP,

    SNTA's current valuation is fair based on the assumptions I provided in the article. Needless to say, these are just assumptions and changing them can take you to different directions in both ways.

    Have to admit I don't understand INFI's recent run, which is probably related more to their PI3K gamma/delta molecules than to their Hsp90 program.

    I wish EXEL had performed half as well as INFI/SNTA, but the GDC-0973 story is a real bonus imo.

    Ohad
    Oct 9 09:19 AM | 1 Like Like |Link to Comment
  • Winners Of ESMO 2012 [View article]
    Uncommon sense invedtibf- thanks, they are targeting all adeno patients, regardless of biomarkers. Still, i am sure they will stratify patients based on genetic alterations to make sure arms are balanced.

    Roman- snta is still looking at all sorts of subgroups, either predefined by them prior to p2 or exploratory ones. Eventually they might have populations in which ganetespib works better but the p3 population is unselected adeno-NSCLC.

    Ohad
    Oct 9 01:02 AM | Likes Like |Link to Comment
  • Exelixis: First Partnered Program Enters Phase III [View article]
    Yes.

    Ohad
    Oct 4 02:10 PM | Likes Like |Link to Comment
  • Exelixis: First Partnered Program Enters Phase III [View article]
    Only in 2014 after they have p3 data from cabo or GDC-0973. They have sufficient cash until then.

    Ohad
    Oct 4 12:50 AM | 1 Like Like |Link to Comment
  • Exelixis: First Partnered Program Enters Phase III [View article]
    imo the structure exel chose was legitimate although it certainly has drawbacks. I wasn't under the impression management didn't care about investors. They probably wanted to make sure they have the required funds to get cabo approved and launched in the US.

    Ohad
    Oct 3 04:20 PM | 2 Likes Like |Link to Comment
  • Exelixis: First Partnered Program Enters Phase III [View article]
    Thanks, yes I'll discuss cabo on sunday.

    Ohad
    Oct 3 10:42 AM | Likes Like |Link to Comment
  • Seattle Genetics: Positive Read-Through From Roche's Investor Day [View article]
    Haven't been following ZLCS and SPPI closely.

    Agree about YMI's market cap, there is room to grow there imo.

    Ohad
    Sep 11 03:21 PM | Likes Like |Link to Comment
COMMENTS STATS
142 Comments
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