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Peter Geschek

 
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  • Biogen's Winning Strategy [View article]
    alpha321,
    thank you for your interest.
    It is hard to say what will happen. It may go away fast or it may become a campaign issue, policies are developed and some sort of price control emerges: that would affect the whole industry and depress stock prices. Even a serious chance of that would do the damage.
    Mar 24 04:50 AM | Likes Like |Link to Comment
  • Biogen's Winning Strategy [View article]
    johnmarg,

    1. I am not bashing anybody. 3 Democrat senators sent a letter to Gilead regarding high drug prices and that may have affected prices

    http://bloom.bg/1eBYIDA

    2.At the writing of the article that news was not available
    3.Politics influence company values only when they become approved policy, not when it is merely a letter. Then it would be in the article.
    4.You should not make investment decision on a company like Biogen on a daily basis unless you are a day trader in which case Biogen is probably not the best stock to play with.
    Mar 23 02:43 PM | Likes Like |Link to Comment
  • Biogen's Winning Strategy [View article]
    johnmarg,

    thank you for your interest.
    The answer is simple: pressure from democrat politicians about high drug prices in general. This may turn out to be showboating that goes away soon or become a steady theme as a campaign material for elections. If the latter, you may expect a flat or falling share price. It does not affect the fundamental greatness of Biogen however and if you are a long-term investor in the stock, you will find a way to cope with it.
    Mar 22 10:34 AM | 1 Like Like |Link to Comment
  • Sovaldi's Terrific Launch [View article]
    ronethpier,
    thank you for your comment.
    You should not worry about daily or even monthly fluctuations with a stock like that. Unless something is drastically wrong behind the scene that only a few people know about, there is no reason to worry. The article can analyze, of course, only what is publicly available and most of the time, especially with large companies, that is the full picture.
    Mar 18 10:33 AM | Likes Like |Link to Comment
  • Pfizer's Coming Superdrug [View article]
    thepharmd,

    thank you for your comment.
    Of the many references in the scientific literature here is a quote from the Howard Hughes Medical Institute:

    http://bit.ly/1fTKS18

    The Retinoblastoma Protein
    The retinoblastoma tumor-suppressor protein (pRB) binds to a family of proteins collectively referred to as E2F. When not bound to pRB, E2F can turn on specific genes (that is, increase the production of the proteins encoded by those genes) that stimulate cell growth. In contrast, these same genes are turned off once pRB binds to E2F. Hence, E2F means "go" and pRB means "stop."
    Mar 12 10:27 AM | Likes Like |Link to Comment
  • The Hep C Race Is Heating Up: AbbVie Vs. Gilead [View article]
    kolpin,
    thank you for your interest.
    There is plenty of room for all effective medications, especially if turns out that some are more beneficial to certain groups of patients than others.
    Feb 10 08:28 PM | 2 Likes Like |Link to Comment
  • The Hep C Race Is Heating Up: AbbVie Vs. Gilead [View article]
    Aaron Gard,
    sure, most of all Bristol-Myers' (BMY) daclatasvir, as described in a previous article (http://seekingalpha.co...), Johnson & Johnson's (JNJ) Olysio, and of course Enanta (ENTA) which is part of the Abbvie effort, and many others.
    Thank you for your interest.
    Feb 10 09:26 AM | 1 Like Like |Link to Comment
  • The Dream Of The Insulin Pill: Oramed Vs. Rivals [View article]
    wildbillinvestor,
    Thank you for your comments.
    1.It is too early to discuss product pricing and cost when approval is 5-10 years away.
    2.If a company reports success, like Merrion-Novo about their Phase 1. (http://bit.ly/1neE0dA) we have to report it as such. The 10 year projection is proof enough for the slow progress.
    3.You seem to have a lot of knowledge that is not widely known. How about some links?
    Feb 6 08:14 PM | Likes Like |Link to Comment
  • The CoreValve Battle: Medtronic Vs. Edwards Lifesciences [View article]
    fortherock,
    thank you for the link. I still don't see the source of the "healthier patients" remark. And as the article points out, it is tricky to compare different trials. Direct links to TCT abstracts would be useful.
    Feb 2 12:08 AM | Likes Like |Link to Comment
  • The CoreValve Battle: Medtronic Vs. Edwards Lifesciences [View article]
    fortherock,
    You did not provide a link for Edwards' pacemaker numbers, only Medtronic's. And the referred article does not say anything about "healthier patients" in the trial.
    Jan 30 11:32 AM | Likes Like |Link to Comment
  • The CoreValve Battle: Medtronic Vs. Edwards Lifesciences [View article]
    fortherock,
    Thank you for your interest. Can you provide links to prove the claims?
    Jan 28 07:19 PM | Likes Like |Link to Comment
  • The CoreValve Battle: Medtronic Vs. Edwards Lifesciences [View article]
    Paul Nouri, CFP,
    Thank you for your question.
    The consensus is that there will be a royalty agreement. Medtronic will pay royalties to Edwards, which will not be too much of a burden on Medtronic and some financial help to Edwards.
    Jan 28 08:38 AM | Likes Like |Link to Comment
  • The CoreValve Battle: Medtronic Vs. Edwards Lifesciences [View article]
    Byloe Enhold,
    Thank you for your interest.
    No, I don't mean that. I mean that, in a financial sense, the company badly needs the success of this product.
    Jan 28 08:33 AM | Likes Like |Link to Comment
  • Is Puma Biotech's High Stock Price Justified? [View article]
    Gordon gecko13,
    thanks for your question.
    At this point it seems so, but it is a pony with many tricks.
    Jan 27 08:32 AM | Likes Like |Link to Comment
  • Capricor: Can A Scarred Heart Be Repaired? [View article]
    Ben Sharvy:
    Thank you for your comment.
    Yes, this is the theory, and it is basically true. But companies also keep an eye on efficacy and if nothing happens in that respect in Phase 1 , Phase 2 will most likely be cancelled.
    Jan 23 09:09 AM | Likes Like |Link to Comment
COMMENTS STATS
72 Comments
33 Likes