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  • Agenus: Assessing Stock Prospects After MAGE A-3 Cancer Vaccine Misses Primary Endpoint In Melanoma [View article]
    Alp. We are curious to know why cancer vaccine is a hype? Are cancer immuno-therapeutics that have demonstrated safety and superior efficacy in cancer considered hype also? If so, can you explain? Unless your remark is based on previous failures of therapeutic vaccines. If this is the reason, then it is invalid as we know now much better about the immune system, its cells and antibodies, the antigen used and the adjuvant added more than any other time in the past. The science and knowledge behind the development of immuno-stimulants, modulators and other facts are solid and validated. This is true unless something that you know that scientists don't. In this case we would love to know it and we will appreciate it.
    Sep 5, 2013. 04:40 PM | 7 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
  • 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
  • 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
  • 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
  • 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
  • Tough Talk From the FDA Batters BioMimetic [View article]
    Your opinion and feeling together are well expressed in a fair and balanced way in your nicely written article. We are not covering this firm, but reading the press release announcing the positive recommendation of the FDA appointed committee and the stock performance that followed the good news, in addition to some comments on the Internet, have raised the level of our curiosity. We looked at the past FDA/BioMimetic communications over the firm's Augment Graft, including the FDA concerns and the firm's response to the agency's demands, we ended up in a kind of a mess that shouldn't have existed in the first place.

    After reading your article and the rational comments on it and after considering the approval of the approach in Canada, we get the impression that the alternative bone graft is a successful procedure and investors main fear is the FDA concern (if any) about the procedure's safety, specifically possible malignancy.

    Nobody can read the mind of the FDA, or predict its decision, especially when the agency declares its concern on its Website (as I heard) prior to the committee's meeting.

    We still have a question, though, which is:

    Has the FDA appointed two or three oncologists in the committee? If this is the case, then how did they vote?

    We would feel bad for shareholders if FDA had indeed appointed three oncologists and two of the three voted NO.

    The opposite is true.

    We would be really very skeptical of the FDA if it has not appointed oncologists on the panel and in the same time it continues to claim it is concerned about malignancy.
    May 13, 2011. 05:56 PM | 3 Likes 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
  • Agenus Offers An Investment Opportunity [View article]
    Investors have to proceed with caution anyway as long as they are dealing with Wall Street democracy. However, common sense mixed with facts dictates situations where extra-cautious investors keep missing. Our statistics from our Newsletter readers demonstrate that many investors have missed stocks that rallied from under $15 to over $120 because of their caution. They missed opportunities provided by PCYC, AMGN, VRTX, REGN and plenty of other small and medium size firms whose stocks have quadrupled or more in the past one and two years. Indeed, caution is important but should also be based on studies and following up on the firms from a near distance, and direct communication rather from far away. One cannot blindly believe all that's posted on the Internet. Due diligence yes, should be made before deciding to express extreme caution based on past history in one area of the firms' lives.
    Sep 12, 2013. 02:25 PM | 2 Likes Like |Link to Comment
  • XOMA: Will The Love-Hate Marriage With Investors Finally End Up In A Stable Relationship? [View article]
    Xoma was born at the hands of great scientists and an inexperienced management. The scientists dug a great science that still exist until now, and the inexperienced management was obliged to leave, yet, to be substituted by a greedy managers who took well care of themselves at the expense of the firm and its shareholders. And the years passed quickly with no accomplishments in spite of the great technologies in hand and the good scientists. Great drugs have been developed through the firm's technologies at the hands of its scientists and were approved and became blockbusters for others without the firm gaining anything and with all the money cashed from the partners gone with the wind..

    But all this is history now. If the lead drug gevokizumab is great, it is because it is made through the firm's technologies and and with the hands of its great scientists. The odds are in favor of its success because the new management is neither greedy nor illiterate.

    Xoma is on the right track. This is our opinion. This does not mean though, that investors who lost their money during the bad years have lost their skepticism. We are following on the drug's progress, which is also in the hands of a prestigious, fair and successful partner. We wish good luck for the shareholders, the scientists and the new management.
    Jan 16, 2013. 09:17 PM | 2 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
  • Organovo's 3D Bioprinting: A Win For Pharmaceuticals? [View article]
    This firm is one of a very few science-driven companies whose efforts are directed into bringing the future into the present. As much as its ambitions look as if science fiction, the fact is that there is great science and no fiction. Organovo's 3D technology is real. Its goals are real, and its scientists are determined to solve the puzzle of cell differentiation and transformation, which remained mysterious with the power of science and computer. The firm’s goals are big dreams, but they are realizable. And yes, there are many problems to solve before printing whole organs, which is the company's utmost dream, the way we see what Organovo has accomplished to date is very assuring about the outcome.
    Apr 17, 2012. 11:56 PM | 2 Likes Like |Link to Comment
  • Xoma Rally Not a Surprise [View article]
    Continuing having the feeling of skepticism towards Xoma's management is currently irrelevant. This new management has been subjected to the most strenuous scrutiny by everybody that even if they want to do wrong they could not without severe repercussions. The news about XOMA 052 is good, no doubt about it. The partner on the drug has come forward and the conditions of the partnership seem fair or both parties. For the final verdict, though, on the new agreement, we prefer to hear more details, probably, tomorrow, during the conference call.
    Jan 4, 2011. 02:04 PM | 2 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
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