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  • The Hep C Race Is Heating Up: AbbVie Vs. Gilead [View article]
    That's true, not to forget ENTA, the brain behind the main drug used by ABBV.
    Feb 10, 2014. 08:18 AM | 3 Likes Like |Link to Comment
  • Pharmacyclics: Product Pipeline Overshadows Stock Market Influence [View article]
    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.
    Feb 10, 2014. 01:04 AM | Likes Like |Link to Comment
  • Agenus Offers An Investment Opportunity [View article]
    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.
    Feb 8, 2014. 08:23 PM | Likes Like |Link to Comment
  • Is There Still Room To Profit With Halozyme? [View article]
    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.
    Feb 5, 2014. 12:22 PM | Likes Like |Link to Comment
  • Don't Underestimate Amgen: Part 2A, Cardiovascular And Oncology Pipeline Products [View article]
    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.
    Jan 29, 2014. 06:40 AM | 1 Like Like |Link to Comment
  • Arena Pharmaceuticals - Why I Believe It Is The Next Major Biotech [View article]
    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.
    Jan 21, 2014. 06:25 PM | Likes Like |Link to Comment
  • Illumina And The Future Of Life Sciences [View article]
    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.
    Jan 17, 2014. 08:45 AM | Likes Like |Link to Comment
  • Intercept Liver Drug Is A Game Changer For The Biotech Industry [View article]
    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.
    Jan 12, 2014. 11:10 PM | Likes Like |Link to Comment
  • Geron's Promising News Poses No Threat To Incyte [View article]
    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.
    Dec 14, 2013. 07:44 PM | Likes Like |Link to Comment
  • Dendreon Has Hidden Value For The Right Buyer [View 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.
    Nov 27, 2013. 04:24 PM | 5 Likes Like |Link to Comment
  • Organovo: Love The Technology, Like The Company, But Wait To Buy The Stock [View article]
    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.
    Nov 15, 2013. 05:13 PM | 1 Like Like |Link to Comment
  • Geron's Promising News Poses No Threat To Incyte [View article]
    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.
    Nov 8, 2013. 05:03 PM | 2 Likes Like |Link to Comment
  • Immunogen: Opinions Are Being Expressed. Here Is Our View [View article]
    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.
    Nov 6, 2013. 09:44 PM | Likes Like |Link to Comment
  • The Time Has Come For Valuing ImmunoGen Technology And Pipeline Products [View article]
    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.
    Oct 28, 2013. 01:28 PM | 1 Like Like |Link to Comment
  • Agenus And Glaxo: Sizing Up The Potential For The RTS,S Malaria Vaccine [View article]
    Thanks for the excellent article. It said it all about malaria and the difficult path for vaccination aimed at protecting against the horrible complication of the disease. The explication in the article of the role the first promising vaccine is expected to play among other measures aimed at protecting and preventing against malaria is extremely useful.
    Oct 10, 2013. 09:24 AM | 3 Likes Like |Link to Comment