Prohost Biotech

Newsletter provider, long only, biotech
Prohost Biotech
Newsletter provider, long only, biotech
Contributor since: 2009
Company: Prohost Biotech
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.
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.
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.
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.
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
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?
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.
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.
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.
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
You are right and referring to the inaccuracy was important. Thanks CSYJ.
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.
Such formidable debates do not exist anywhere except at Seeking Alpha stage. Such discussions are very revealing and helpful for investors.
Thanks Techcapital
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.
Jakafi results on polycythemia vera were published to day. We advise having a look. Also good luck for Geron. Still the title of this article seems to have said it all.
Stock is trading over $6 now! There is reason for this, but it is scientific. Did you read the most recent news???
FACT: This discussion began on November 12 2013. The stock was trading at less than $39. The last posting was on Dec. 17, INCY had already added $7. Today is February 12, 2014, i.e.., less than three months later, the stock is trading over $69, adding $30 to stock price during this discussion.
That's true, not to forget ENTA, the brain behind the main drug used by ABBV.
A long-term growth, i.e., a sustained continuous rally for years to come. Companies like this one continue to evolve with the unprecedented scientific evolution. They are fishers of substance in the knowledge that inspires them to design better and better treatments until they reach their goal. Their goal is turning some deadly diseases into chronic diseases and offering cures for others, which is what is expected from the human brain's unlimited capability. Bottom line, PCYC will continue to rally as long as the firm continues to innovate. We have no reason to believe it will not continue to outperform.
Adam is a great guy. Let him do whatever he wishes as long as he is happy and makes some people around him and following him happy too . Those who got hurt by what he wrote or said are rather more frustrated of themselves than hurt by Adam. They know well that their anger against the man is in fact against their picks failure and against themselves because they failed to select better firms. Adam, they know cannot by himself paralyze a stock and kill its giant company unless the giant is no giant but a victim of a morbid obesity.
Great follow up on your investments. We are talking about the commentators, not the author of the article who does not own any HALO. The article fair and balanced and gives the reader enough knowledge about the firm's technology and pipeline. It omitted unnecessary details that interested readers can get through research engines that are filling the place.
Great work. nearest to reality estimates. As one of two firms currently topping the Top-Tier biotech industry, Amgen has been underestimated and undervalued for long enough to box many investors in the zone of pessimism, while giving others one of the best opportunities to more than double their investment value. We believe that the profit generated from betting on the wounded king of biotech industry in the past couple of years is the beginning, rather than the end of the road for a monstrous rallying in AMGN. This is fair and honest analysis.
We don't know what these doctors believe, but the truth is that obesity is a real problem that should be taken care of. It is surely not just bad behavior, bad habits, or food addiction, but a lot more is in it that is sufficient to classify some cases of obesity and morbid obesity as diseases.
The feeling of satiety is seen to take a lot of weight off patients’ bodies and researchers are discovering pathways of satiety in the distal intestines in what is called the ileal brake. Activation of the ileal brake has proven to release mediators that cause satiety and weight loss. It was found that success of the bariatric stomach surgeries in causing a sustained weight loss was not caused by the mechanical reason only, but also by chemical pathways. This ileal brake seems to be behind the successful sustained weight loss following the bariatric surgery. It was found that the undigested food smuggled into the intestine following the stomach bypass surgery was mainly the outcome of the activation of the ileal brake, leading to the release of the mediators of satiety, hence to the sustained weight loss.
Recently, researchers at Boston Children's Hospital have identified a genetic cause of severe obesity that, though rare, might have raised questions about weight gain and energy use in the general obese population. The research, which was published in the journal Science of July 19, 2013, involved genetic surveys of several groups of obese humans and experiments in mice. The researchers spotted a mutation in mice gene known as Mrap2 that has a human counterpart (MRAP2). The mice with the mutation seem not able to burn the food and to gain more weight than usual. The researchers found similar mutations in a cohort of obese humans.
Mice without Mrap2 gained weight faster than the controls. Their appetites continued to increase as time passed and they continued to gain more weight than the controls, even when held to the same diet.
The researchers found four mutations in the human equivalent of Mrap2 among 500 people, all in patients with severe, early-onset obesity. The researchers suspect that other mutations in the gene might occur more commonly and might interact with other mutations and environmental factors to cause more common forms of obesity. They are looking forward to studying additional populations of obese people and further exploring how the gene alters energy balance.
So, obesity is not all instigated by the character, behavior, or addition to eating by the obese people. It has been more and more considered the outcome of pathological pathways.
Until they investigate all these pathways and their origins, we will surely need drugs that cause satiety. According to those who have experienced Arena’s drug Belvq, it seems that the drug has caused satiety and weight loss. It worked.
Sorry not to unswear you on time. We had a target. It was reached and we raised it. The raised target was reached and we raised it again and continued to raise targets until we decided to write that we have no plans selling this firm because without it there will be no biological or clinical revolution. When you asked your question the stock was trading around $78. To day it is trading ahead of the market at around $133.
If you don't believe in not giving a drug that would save condemned people because it might raise the level of their cholesterol good for you and the patients who might follow your advice. Everybody is entitled to his opinion and there is no point in diffusing your anger and frustration through accusing and insulting those who don't agree with your logic.
you would be correct if imetelstat is in final phase trial and the results confirm the abstract and the drug is expected to be approved tomorrow. If imetelstat will move forward in clinical trials with promising results it would take at least 5-6 years for the drug to reach the market, during which time INCY, through Jakafi for myelofibrosis (MF) or other indications plus the rest of the pipeline would have tripled in value. All that has nothing to o with imetelstat success or failure. That's what we tried to insinuate in the article.
On the other side of the coin where no light has reached from any of the stock assessors, Provenge sits in the darkness as if it does not even exist. PROVENGE is an approved cancer product, excuse me, therapeutic vaccine. It is the first therapeutic vaccine to be approved for the treatment, not the prevention of the worsttype of prostate cancer. The side most analysts love to keep dwelling on and evaluating the firm based on it is Dendreon's disintegrated financial situation. Regardless of the reasons for the firm's bad finances and who is the culprit causing them, some oncologists swear that the vaccine is working wel and is very safe, effective with a very short course of treatment.
This vaccine, no doubt about it, has been under attack by negative analysts since long before its approval. The negative campaigns were so strong and influential that caused investors'confusion and fear, deterring them from buying the stock.
History has yet to be written about the value of Provenge. The question is how would the deep pocketed pharmaceutical firms assess this vaccine and how much revenues this vaccine would generate to firms that have great oncology marketing teams in place. The only deterrent against acquiring Provenge would be published official statistics that show that the vaccine is unsafe, or ineffective. We have not seen such a report published anywhere. Buying Dendreon, if happens would be based on Provenge's value and the value of the firm's technology that produced the first effective therapeutic cancer vaccine that passed the FDA test. Based on this value alone potential buyers would make their decisions.
Great article and many good answers - all about a great company. Science is improving at the speed of light and a company expected to help large and small pharmaceutical and biotechnology firms speed their drug development and save ton of money, we believe, could be able to accomplish the same for itself, probably on a faster and less expensive scale. The future is nearing and many biotech firms achieved what made us live the future. Computer is the big helper, especially when used by genius minds who are not afraid to cross the border between now and what's supposed to be happening 14 years later.
The fast emergence of the Internet is the best example and many achievements in biology, like the Human Genome Project, for example, which was perceived by scientists as fiction was completed in a few years, At the time, this great project cost a few billion dollars. Now, sequencing the whole genome takes a few days and might cost $1000. Thanks for the article and the great comments.
We wait for the ASH presentation. We hope we would know more about where is the drug right now and what the developers strategy and plans regarding the next steps. We cannot jump now on the band wagon without knowing which road it is taking towards the finish line. The early results are promising. But learning from history, investing is no gambling and early results are in cases misleading most probably because what we don't know is a lot more than the small early trials might acknowledge us. If this product would make to the market, it will be a great achievement in cancer in general. We hope it will succeed.
Hi Bionysus
You comment is correct and the infection and toxicity (a word that some critics love to use because it frightens people) have nothing to do with the CAD structure, but with the selected target. Many blockbuster drugs that aim at treating much less severe diseases such as arthritis and crohn's disease cause infection, including TB because of the target, which is TNF. You got it right.
Hi. Thanks for your reply and question. You are talking about cancer therapeutic vaccines, or immunotherapy for cancer, which have been difficult to create, but, like the antisense technology, are improving on the road towards their use as therapeutics. Although we believe that immunotherapy is much required and will succeed, their uses for a long years to come, if approved, will be part of treatments with targeted drugs, especially those that have excellent efficacy with less side effects. ImmunoGen and Seattle genetics are on top of the list of the firms that created safer and more effective targeted cancer treatments through their antibody drug conjugate technologies.