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  • Fishing For A Cancer Drug With Exelixis [View article]
    They say, "deep waters test the divers". Let's see the results. They are not far from today. In an attempt to protect those who are convinced of his analysis, the author said, "play put options, instead of shorting. otherwise you will be devastated if i happen to be wrong". That's nice of him. So, be nice towards him too.
    Jul 1, 2015. 12:31 AM | 1 Like Like |Link to Comment
  • Vertex: The FDA Advisory Committee Recommended Approval For Orkambi [View article]
    A lot of rumors exist already about vertex' acquisition. Vertex' cystic fibrosis (CF) franchise is unique, important, advanced and very difficult to work. We believe Vertex can slowly, but surely stretch the market through repairing, or repositioning and repairing the proteins whose aberrations affect various numerous groups of CF patients. We believe that an acquisition by one of the Top-tier biotech firms such as Amgen, or Gilead would help speed the processs to the benefit of the suffering patients. CF is hereditary disease that affects children and young adults. Young age agony and death are still occurring in spite of the improved treatments of the disease complications and some categories of the disease itself through Vertex' protein repair.
    May 20, 2015. 02:13 PM | Likes Like |Link to Comment
  • Exelixis Entering Critical Six-Month Period [View article]
    We are optimistic towards this firm's near-term programs, especially, the one that emanated from the firm's collaboration with Genentech. Good article and great analysis andobservations.
    May 1, 2015. 10:22 AM | 4 Likes Like |Link to Comment
  • ARIAD: The Worst May Not Be Over [View article]
    Did anybody consider the lowering of dosage on the future increase in Iclusig sales for the long-term use of the drug. The drug is here to stay and grow and the company has proven it is a drug discovery genius. Saving patients' lives is no market game and Iclusig is, indeed, saving lives and has proven effective in what all other treatments have failed. A takeover is not a remote possibility and if not Novartis it would be some other companies.

    The genius is in admitting the fact that Iclusig sales are increasing by the day with the revenues mounting and guess what they insinuate? Sell the stock.
    Jan 30, 2015. 07:47 AM | Likes Like |Link to Comment
  • XOMA: Will The Love-Hate Marriage With Investors Finally End Up In A Stable Relationship? [View article]
    We apologize for the delay in asweing Mr. samerbayer. We have not come back to this area since the time he and Scott posted their comments.

    No we are not compensated by anybody and we sincerely believe that this firm has had bad managements and bad luck, but great scientists, research and technological capability.

    We are still following on this firm despite the fact that we do not currently Xoma holders, but we might intend to buy some shares based on our conviction that their anti-inflammatory monoclonal antibody product gevokizumab has ample chance to succeed. We believe the drug can become a blockbuster, treating several inflammatory diseases in various organs.

    For scott we say: We were shareholders of Xoma in their early times when their sepsis drug was being tried near in a Brooklyn hospital and saved lives of children who otherwise would have died. The drug failed the statistics, though, and if one to blame anybody, or anything that would be the lack of information, orientation, and the capability to design perfect trials at the time. More negatively impacting was the lack of the communication and interaction with a better informed and equipped FDA as it is the case now.

    Good luck
    Dec 12, 2014. 05:35 PM | Likes Like |Link to Comment
  • Gilead Sciences Gets Ambushed By The Patent Troll, AbbVie [View article]
    Out of this seemingly serious debate, fiction, sometimes, must interfere and you imagine yourself sitting at your dining room table looking at biotechnology companies' websites. You ask your wife if she can make you coffee so you can focus better on what you see. In one of the firms, you observe two drugs being developed for the same disease. You call your savvy wife and ask her: Wouldn't be more effective if this firm combines these two drugs in one pill? She agrees. You run to the patent office the next day and patent the idea while nobody there tells you that the owner and developer of the two drugs have already filed for a patent.

    Nevertheless you are handed the patent and after sometime you filed a law suit against the developer of the drug asking for a cut.

    In this story, the judge granted you the right to have a consultation fee, but on condition that you prove that you offered the developing firm the idea of putting the two products in one.

    the questions are:

    1. Can you prove that you are the source of the firm's idea behind the creation of its all-oral product?

    2. In case you can do it, then how much do you think the fees could be?

    3. Do you think, if granted, the fees would really hurt the firm's revenues, knowing in fact that the drug will generate tens of billions of dollars a year?

    4. Would you ask the Judge to change the fees to an annual royalty for doing nothing?
    Nov 13, 2014. 02:59 PM | Likes Like |Link to Comment
  • Gilead Sciences Gets Ambushed By The Patent Troll, AbbVie [View article]
    Harvoni is Gilead's proprietary drug, it was approved for Gilead, which conducted all the possible and imaginary trials to demonstrate the superiority of this combination pill over all other HCV drugs. This article raised our expectations from believing that Harvoni will become "the best HCV selling drug on the market", into believing that the pill will dominate the whole HCV market. When that will happen, AbbVie would deserve the charity some believe it might be entitled to.
    Nov 13, 2014. 11:03 AM | 1 Like Like |Link to Comment
  • Regulus Therapeutics' RG-101 Poses Liver Cancer Risk [View article]
    RG-101 results are stunning. But the drug is still in very early stage of development. A lot of factors are involved towards the final outcome of drugs, especially the new categories of therapeutic molecules that have little history. Most above discussions is speculative. The debaters are trying to use logic, yet not based on evidence-based scientific facts as they are non-existent at this early phase of the clinical trial.

    Our opinion on the RG-101 has already been expressed in the beginning of this comment and our opinion on Regulus is that it is scientifically sound and will have a great future. This opinion will remain the same even if one of its investigational drugs would fail to replicate its stunning early results.
    Oct 24, 2014. 11:09 PM | 1 Like Like |Link to Comment
  • Illumina's (ILMN) CEO Jay Flatley On Q3 2014 Results - Earnings Call Transcript [View article]
    We congratulate Illumina and ourselves having such a great innovative, highly scientific and greatly managed company. We said it a few years ago and we repeat that, indeed, Illumina is the powerful engine behind the success of biotechnology industry in realizing the dream of researchers and clinicians. The future will see great changes in pinpointing real evidence-based facts over which evidence-based medicine will be practiced.
    Oct 21, 2014. 08:24 AM | 3 Likes Like |Link to Comment
  • Gilead's Sovaldi Is The Solution, Not The Problem [View article]
    Gary ... and eliminate years of torture, of hospitalization, of liver cirrhosis ... of ... hospitalization ... of liver failure ,,,, hospitalization.... liver transplant ''' hospitalization... transplanted liver HCV infection again ... mental and physical torture ... hospitalization ... or liver cancer ... several hospitalizations .. attempts to treat ... failure to treat ... and death.

    That's what Sovaldi and the fixed dose all-oral combination that will be approved soon do elimminate
    Aug 1, 2014. 06:17 PM | 1 Like Like |Link to Comment
  • Gilead's Sovaldi Is The Solution, Not The Problem [View article]
    You are right and referring to the inaccuracy was important. Thanks CSYJ.
    Apr 29, 2014. 03:32 PM | Likes Like |Link to Comment
  • Theravance: Baby Thrown Out With The Bath Water - 35% To 65% Upside [View article]
    Fair analysis and meaningful discussions and comments. Indeed the reward outweigh the risk and asthma and COPD are chronic debilitating and life-threatening diseases. The new inhalers, especially the long-acting have made a big difference in the management of these diseases, improving by far their prognosis. Badly managed, both asthma and COPD become torturing and the cost becomes exorbitant,considering the required frequent hospitalization.

    Thanks for the article and the savvy commentators.
    Apr 19, 2014. 02:40 AM | Likes Like |Link to Comment
  • Are You Betting Too Much On Theravance? [View article]
    Such formidable debates do not exist anywhere except at Seeking Alpha stage. Such discussions are very revealing and helpful for investors.
    Apr 18, 2014. 09:23 AM | Likes Like |Link to Comment
  • Prosensa: Back Into The Limelight [View article]
    Thanks Techcapital
    Mar 19, 2014. 02:31 PM | Likes Like |Link to Comment
  • Investing In The Future: Illumina [View article]
    Excellent articles and very useful comments. You almost said it all. Our 1st target for ILMN was $150 and we did not change it when the stock crossed it. Our target for 2016 is more than double the 1st target. Important for investors is to not miss the future rallies in what we reiterated it is the engine of the biotech industry.
    Mar 13, 2014. 05:31 PM | 1 Like Like |Link to Comment