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  • Xoma Rally Not a Surprise [View article]
    Well said.
    Sep 21, 2012. 01:47 AM | Likes Like |Link to Comment
  • Pluristem: 2 Cases Enough To Raise Investor Curiosity? [View article]
    No sane human being could believe that the two cases, now three desperate cases could be fake, or public relation propaganda. These cases are real, documented and were treated on compassionate basis ordered by a government. It is not the company alone that is involved, but Hadassa is involved and the Israeli government is involved and the record is there and the patients and their families and friends are there with their names available to anybody, including the skeptics.

    What we are saying is an attempt to answer those who believe that the whole thing is a scam. It is not.

    In the mean time, these are a few cases, but important cases, yet the firm is on the road to conduct the necessary trials that are the only legitimate way to get this approach and any other approach to reach the market. All we can say now is good luck, in addition to that we are optimistic.
    Sep 21, 2012. 01:40 AM | 2 Likes Like |Link to Comment
  • Sequenom Announces a Launch Date for Its Non-Invasive Down Syndrome Test [View article]
    Only time will tell. Recently, time has told us a lot about those that claim this and that in genomics and some analysts made them look like Illumina and Life technology and ended up being taken over at a ridiculously low price. Sequenom is scientifically solid and we believe its programs are rational and are coming on time. We prefer to wait and see, rather than judge this firm at this stage. We know what we are waiting for.
    Sep 21, 2012. 01:24 AM | Likes Like |Link to Comment
  • Gilead Sciences: Providing Full Options for HIV Victims [View article]
    Cutting cost of what? Are we talking here about HIV, HCV? If that what you mean, we really do not believe that any government would touch cost in these areas. In any case, tackling the cost of treatment is a long and very complicated story that deserves comprehensive thorough studies by experts in the field. The number of criteria that contribute to abnormally high cost is huge, some is caused by a lack of vision, others relate to corruption, and many relate to processes that are performed unnecessarily along the way of drug development from the preclinical to the clinical testing to the use of the treatments after approvals.

    We do not believe that treatments of HIV, or HCV fall in the categories that require cost-cutting by the government or any other payer.
    Sep 21, 2012. 01:12 AM | Likes Like |Link to Comment
  • Seattle Genetics: Positive Read-Through From Roche's Investor Day [View article]
    A well-balanced analysis and rational speculation. We admire the tone of sincerity in Ohad's articles and wish there are many observers as honest as he is. We do like many of this author's selected portfolio. Good luck for him and his followers.
    Sep 19, 2012. 10:21 PM | Likes Like |Link to Comment
  • Peregrine Pharmaceuticals (PPHM +41.7%) soars after it says interim results Phase II trials show the combined use of its bavituximab drug candidate with chemotherapy drug docetaxel had a statistically significant improvement in the overall survival rate for lung cancer patients. [View news story]
    The answer to your question depends first and foremost on your opinion regarding the most recently announced results. If you take them at face value, then you could be a big gainer retaining your stocks and, probably accumulating it at the current price. If you don't, you should follow your instinct and sell. If you believe that results from an upcoming Phase 3 trial are indispensable for a fair judgment, then take some profit and stay invested using the profit you made. At Prohost, we are still debating this subject.

    Your decision in this case will finally depend on what TruffelPig suggested above, i.e.., your next move would depend on "the price you bought the stock at. Your investment time frame. How much of your holdings is in it and whether you have the patience and nerves to hold long term?

    Good luck.
    Sep 9, 2012. 09:48 AM | Likes Like |Link to Comment
  • Genie About to Come Out of Ariad's Bottle [View article]
    Time has answered. Isn't this true? The FDA guidelines for approvals are not military orders the agency has to obey, or textbooks claiming knowledge about all existing situations it has to follow. Situations exist where drugs must be approved on PFS, more or even less. Others require OS. This is the mere reality. Recently, we are witnessing increasing number of investors try to come up with their own understanding and assessments of clinical trial results that usually oppose the analysis made by the scientists who planned the trials and conducted them. This especially true for investors who have some scientific knowledge about clinical trial understanding and analysis.

    Wouldn't be better and more scientifically convincing if they first argue the subject with the companies' scientists, then bring both points of view to the public so he will be able to judge?
    Sep 7, 2012. 02:41 PM | Likes Like |Link to Comment
  • ImmunoGen: 2 Pieces Of Good News In 1 Announcement [View article]

    We are happy to tell you that we have many reasons to confirm that the TAP technology is working as well as SGEN's technology, which is similar to this one, which has already put a product on the market. Roche can testify to the same and so ImmunoGen's collaborators, including Roche. The results of T-DM1 are stunningly positive and data from early and mid-trials on other investigational products in the pipelines of both firms are promising. If you are still a shareholders, you can rest assured you will be compensating for the quarter of a century you remained loyal to ImmunoGen. It does not make sense that you were hoping for a successful outcome at a time when nobody knew whether the technology would succeed or fail, and suddenly you became skeptical and pessimistic when TAP technology produced a product that surprised everybody, including Roche, the drug's heavy weight developer.

    Good luck.

    Aug 27, 2012. 09:07 PM | Likes Like |Link to Comment
  • Why A Sell-Off Among The Best Oncology Biotech Firms? [View article]
    If many believe that the universe, including the Planet Earth with all the laws encrypted in its DNA are made to exist through chaos, then any nonsense could become evidence- based logic through statistics, which, trust us, we see it happen more frequently than at any time in the past. You might be correct in assuming that what we meant in our article is what you suggested we really meant to say. However, as a new comer to the market of markets, you have to be careful and try not to use common sense as basis for your selection. Common sense is losing ground to non-common sense. Be skeptical towards the fear perpetrated by negative investorsand do your homework understanding the firms' businesses, strengths and weaknesses and then listen to the only voice you should listen to. Of course its your own voice.
    Aug 21, 2012. 02:01 PM | Likes Like |Link to Comment
  • Why A Sell-Off Among The Best Oncology Biotech Firms? [View article]
    While for a reason or another Dr. Pardanani seems uncomfortable with the only treatment approved for MF, other professors in the same institution, Mayo Clinic, voiced totally and completely opposite opinions. Included is Ruben A. Mesa, MD, Professor of Medicine, Chair, Division of Hematology & Medical Oncology, Mayo Clinic, Arizona who shows enthusiasm towards Jakafi, an opinion that's opposite the one given by Dr. Pardanani.

    Looking carefully in You Tube you will also find recent videos where Professor Mesa talks highly about Jakafi and the results of the COMFORT study that led to the approval of the oral Jak ihibitor. Other Videos also exist from specialists at MD Anderson Cancer Center and other universities - all have rather positive opinions on the drug. So, one cannot take one negative opinion to come up with a verdict, discarding many other positive opinions from the same institution and from other top cancer centers like MD Anderson.
    Aug 16, 2012. 08:26 AM | 1 Like Like |Link to Comment
  • Aveo And Exelixis At The Finish Line [View article]
    Those who claim that the firm has no cash to complete development of the drug should read Aveo agreement with its collaborators click on or copy the following link:
    Aug 11, 2012. 05:40 PM | Likes Like |Link to Comment
  • Aveo And Exelixis At The Finish Line [View article]
    Wait to see the firm's answer to the FDA. We believe Aveo's drug has merits and nothing of what was said could lead to FDA negative decision with regard to approval. The drug is safe and effective and can work on patients who do not respond to other treatments. We also have to wait for further more accurate analysis of Phase 3, as we beieve many factors were not considered when doing the comparison between the overall survival of the two drugs. As Aveo suggested, some patients on Nexavar were switched to Aveo's drug and not vice versa. Could it be those cases that messed up the results?
    Aug 11, 2012. 05:29 PM | Likes Like |Link to Comment
  • Dendreon's Provenge Needs To Pull Itself Together Soon [View article]
    No cancer immunotherapy researcher any longer doubts the importance of the role Provenge could play in the management of cancer. This is especially true if Provenge were used the way the studies referred to by Mr. Cohen said would bring the drug's utmost efficacy with the best impact on patients' survival.

    Researchers and drug developers and many oncologists recognize the fact that cancer can circumvent all targeted and non-targeted, small molecule, or large molecule cancer therapeutics. They also know that cancer cannot evade a strong effective immune response against it. This fact has led pharmaceutical and biotech companies to develop drugs that unleash the power of the immune system. An example is Bristol-Myers Squibb’s (BMY) bold move to increase its stake in the drug BMS-936558 (formerly MDX-1106) by regaining the worldwide marketing rights given by Medarex before it was acquired by BMY to Ono Pharmaceutical. In return, Ono received marketing rights for Orencia, a BMS drug for Rheumatoid arthritis that is already marketed.

    For BMS to exchange its stake in a product with real sales in return for a candidate in mid-stage clinical trials there must be something extremely important in this drug. A quick look at BMS-936558’s data is enough to understand the deal was a brilliant move. You know why? BMS-936558 is an antibody against PD-1, a protein involved in repressing the immune system. Blocking PD-1 with an antibody activates the immune system and enables it to fight cancers.

    Provenge is out there on the market. It does the same as BMY drug is expected to do if it passes the clinical trial tests, i.e., boosts the immune system’s capability to kill cancer cells. The only difference is that BMY drug is still in trials and has immense side effects, while Provenge is on the market and does not have side effects. All Provenge needs is guidelines that would help oncologists use it the way the studies have shown it brings the most and best out of it.
    Jul 25, 2012. 10:09 PM | 4 Likes Like |Link to Comment
  • Xoma's New Plans Bring Hesitant Hope [View article]
    Time has come to tell you the time might have come for Xoma to use its muscles, which are really strong. They are made of state-of-the-art technologies and prominent scientists. Xoma's scientists are hungry to achieve what the old incompetent administrations have prevented them from achieving through bad plans and excessive spending on nonsense. We are observing this firm now flexing its muscles and using them in carrying the firm to the shore of success. We are now enthusiastic about this firm and you will soon read our new article that tells why we are optimistic.
    Jul 5, 2012. 06:34 PM | Likes Like |Link to Comment
  • Winners Of ASCO 2012 [View article]
    Very insightful comprehensive article, bringing the ASCO juice in miniscule drops that stick to the memory and never go away. We enjoyed your effort to wrap-up the best of what was offered on the top of the world cancer gathering.

    That's said, as much as we are excited about what the winners have accomplished, we are more excited for a future, hopefully a near future, where we can use the targeted therapeutics in the right combinations to get the results that are dreamed of by the suffering frightened patients. We personally believe that researchers are now on the right track. They have all the best and fastest sources of information, analysis and statistics that ever existed.
    We are grateful to be living and witnessing these revolutionary, evolutionary moments in the history of humanity.

    Ohad: We love your understanding and easy explaining of science. We appreciate your fairness. Keep up the excellent work.
    Jun 26, 2012. 10:21 PM | Likes Like |Link to Comment