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  • Premarket Biotech Digest: Amarin Ruling Mistaken, Achillion Trading Strategy, Various Earnings [View article]
    Again - you're arguing without knowing the full facts - there is a VERY specific set of truthful disclosures at issue here - AMRN spelled out exactly what it would like to disclose to doctors without fear of regulatory action - including factual statements as well as proper disclaimers that go along with them.

    Arguing your point without knowing the true issues in the case is really silly.

    Here's the full opinion http://bit.ly/1h3wC9d

    If you don't want to read the full opinion - at least read the FDAlawblog summary: http://bit.ly/1h0rDpN
    Aug 12, 2015. 02:20 PM | Likes Like |Link to Comment
  • Premarket Biotech Digest: Amarin Ruling Mistaken, Achillion Trading Strategy, Various Earnings [View article]
    I did tell you why you're wrong. FDA has purposely MIS-interpreted a previous court ruling by the 2nd circuit where they were told that truthful disclosures are protected speech (First amendment).

    FDA tried to claim that the previous case was limited to the specific circumstances of that case. The judge went into great detail over 79 pages to explain how the FDA was DEAD WRONG in that interpretation.

    Bottom line - you can't threaten to bring regulatory action against a company or it's representatives for making true statements.

    This has nothing to do with unregulated promotion as you posit. Read the opinion and you'll understand - until then your view is ill-informed and does a dis-service to your readers.
    Aug 12, 2015. 11:59 AM | 3 Likes Like |Link to Comment
  • Premarket Biotech Digest: Amarin Ruling Mistaken, Achillion Trading Strategy, Various Earnings [View article]
    You totally missed the point of the court case for AMRN.

    Did you actually read the judges opinion?

    FDA has already been directed by the 2nd circuit that it cannot limit truthful speech in a prior case.

    This case merely sets FDA's record straight as to how that prior ruling (Caronia)
    should be interpreted.

    Your conclusions about it watering down the FDA were all considered in the judge's opinion.
    Aug 12, 2015. 08:28 AM | 1 Like Like |Link to Comment
  • High-Flying Synergy Pharmaceuticals Still Has Upside [View article]
    July 2 - 9
    Jun 25, 2015. 11:25 PM | Likes Like |Link to Comment
  • High-Flying Synergy Pharmaceuticals Still Has Upside [View article]
    Our target is unchanged until the second trial reads out. If the second trial shows the same diarrhea rate as the first - then $11 is our target.
    Jun 25, 2015. 11:24 PM | 1 Like Like |Link to Comment
  • High-Flying Synergy Pharmaceuticals Still Has Upside [View article]
    your market cap calculations are off. SGYP issued convertible debt in Q4 2014 that has a conversion price of $3.11.

    At this stock price the appropriate thing to do is to count the fully diluted share count of ~186 million shares when calculating market cap. At $8 SGYP has a fully diluted market cap of $1.49 Billion.

    I agree with the basic thesis - SGYP has upside IF the second trial in CIC shows the same ~6% side effect rate for Diarrhea - in that case SGYP may not be an independent company by the end of the year.
    Jun 23, 2015. 04:05 PM | Likes Like |Link to Comment
  • Threshold Pharmaceuticals Raises Cash - An Inside Look At The Deal [View article]
    Yeah - generally speaking warrants are bad - If the trails are both successful then it's a non issue - but a mixed results probably reprices the warrants down.
    Feb 13, 2015. 10:12 AM | 1 Like Like |Link to Comment
  • Threshold Pharmaceuticals Raises Cash - An Inside Look At The Deal [View article]
    Haven't looked at TTHI (yet).

    The fact that THLD issued warrants when lots of other companies have not is what caught my eye.

    Rather than just criticizing the deal for the warrants I thought getting management's perspective would be helpful.

    I'm not thrilled with the idea of warrants but it was interesting to get their take on the deal.
    Feb 13, 2015. 07:24 AM | 4 Likes Like |Link to Comment
  • Threshold Pharmaceuticals Raises Cash - An Inside Look At The Deal [View article]
    That's fair re: using the binary model. I'm reporting just reporting accurately regarding how they see the deal - not expressing a view myself. They see it as strategic b/c they think they'll have that other $90m coming in.

    I know you've been following the ifosfamide mustards for a while @bio.bobby - I appreciate your comments.
    Feb 12, 2015. 04:45 PM | 3 Likes Like |Link to Comment
  • Threshold Pharmaceuticals Raises Cash - An Inside Look At The Deal [View article]
    Pancreatic cancer is certainly a tough space - but it's not impossible - Abraxane comes to mind as a recent example that worked.
    Feb 12, 2015. 03:52 PM | 2 Likes Like |Link to Comment
  • Threshold Pharmaceuticals Raises Cash - An Inside Look At The Deal [View article]
    Haven't done that work yet - we follow the clinical event calendar so we'll be looking at THLD's data in Q4.
    Feb 12, 2015. 03:38 PM | 1 Like Like |Link to Comment
  • Is Now The Time To Buy Ironwood Pharmaceuticals? [View article]
    "Due to increased costs, the announced advertising campaign will likely further decrease the margins associated with sales of Linzess. At the same time, it also raises the question of whether the market potential is as large as what was originally believed."

    Your analysis of their marketing spend is dead wrong. IRWD has guided that while they are changing the marketing mix, the amount of spend on marketing is unchanged.

    Furthermore - Linzess is so far outpacing sales of Zelnorm in it's initial 2 years. After Zelnorm began TV ads, sales increased 3X over 12 - 18 months and were on track to be >$1B before it was pulled due to adverse effects.

    TV ads work for IBS-C and CIC and Zelnorm is the guiding example.
    Apr 15, 2014. 09:29 AM | 1 Like Like |Link to Comment
  • Questcor's Quagmire: Despite Rally, Risk Still Exists [View article]
    $QCOR acquired for $5.6B http://yhoo.it/1g0fnOn
    Apr 7, 2014. 07:12 AM | 2 Likes Like |Link to Comment
  • How Do You Fake 7 Of 16 Five-Year Glioblastoma Survivors? [View article]
    Q4 data result - as we said. Sad day for GBM patients
    Dec 12, 2013. 08:54 AM | Likes Like |Link to Comment
  • ImmunoCellular's ICT-107 Phase II: Patience Will Pay Off [View article]
    The paragraph you should have paid attention to was the last one where we said that the 64th event had already happened :)
    Dec 12, 2013. 08:48 AM | Likes Like |Link to Comment
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