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Rex Graham

 
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  • BofA note spooks Amgen, Ligand investors [View news story]
    I can only hope the analyst is just naive. Since the analyst is not a professional journalist, this person hopefully/maybe/possibly didn't consider the impact of publishing a description of seemingly official information from the CELG meeting, even if it was flimsy, third-hand and incorrect as far as we know. The Amgen statement (http://bit.ly/1bHl2WU) came out quickly, and crisply states the company's position. At this point I would give the company the benefit of the doubt, and wait to hear the professional assessment by the independent Data Monitoring Committees. They are better sources at this point than --what?-- hopefully just an over-eager analyst who may have overheard something in the restroom.
    Nov 22, 2013. 01:14 AM | Likes Like |Link to Comment
  • Acura Pharmaceuticals Reaches Key Milestone With Entrance Into Chain Drug Store Market [View article]
    Speaking of methamphetamine abuse, the FDA has "fast-tracked" a new treatment that a UCLA team has shown has significant efficacy in a small phase 1b clinical trial.

    Here is the story and video of the lead UCLA researcher explaining why his group is so excited about ibudilast:

    http://bit.ly/19Fgz8o
    Jun 27, 2013. 12:01 PM | Likes Like |Link to Comment
  • FDA Grants Fast Track Designation for MediciNova's MN-166 (ibudilast) for the Treatment of Methamphetamine Dependence [View article]
    A lot has happened since the FDA's fast-track status was announced. Here is a story and video of the UCLA researcher who conducted the phase 1b trial of ibudilast, explaining why his group is so excited about the novel drug:

    http://bit.ly/19Fgz8o
    Jun 27, 2013. 11:58 AM | Likes Like |Link to Comment
  • UCLA Presents Data on MediciNova's MN-166 in Methamphetamine Addiction at the 75th Annual Meeting of the College on Problems of Drug Dependence [View article]
    I talked to the lead researcher at UCLA who conducted the phase 1b trial. Here is the story and video of his explanation of why his group is so excited about ibudilast:

    http://bit.ly/19Fgz8o
    Jun 27, 2013. 11:55 AM | Likes Like |Link to Comment
  • Secretive Dilution And A Possible Equity Financing From MediciNova [View article]
    Good analysis of the cash MediciNova has burned, but that's also a mark of the potential of ibudilast in the minds of investors. After the FDA fast-track designation, UCLA researchers were "gleeful" over efficacy results in a small group of patients in the phase 1b trial. The phase 2 trial starts in July 2013.

    Here is a story and video of the UCLA researcher explaining why his group is so excited about ibudilast:

    http://bit.ly/19Fgz8o
    Jun 27, 2013. 11:53 AM | Likes Like |Link to Comment
  • Omeros Elucidates Mechanism of its PDE7 Inhibitors in Addiction [View article]
    UCLA researchers at the Center for Behavioral and Addiction Medicine are excited about an inhibitor of PDE4 and PD10 now in clinical trials. This one, ibudilast, is the lead candidate drug for MediciNova (MNOV). Here is the story and video of the UCLA researcher explaining why his group is so excited about ibudilast: http://bit.ly/19Fgz8o
    Jun 27, 2013. 11:45 AM | Likes Like |Link to Comment
  • 3 Addiction Fighting Pharmas To Consider Now [View article]
    UCLA researchers at the Center for Behavioral and Addiction Medicine are excited about a non-opiate treatment in clinical trials. This drug is in the same class as Viagra. The new drug, ibudilast, is the lead candidate drug for MediciNova (MNOV). Here is the story and video of the UCLA researcher explaining why his group is so excited about ibudilast: http://bit.ly/19Fgz8o
    Jun 27, 2013. 11:44 AM | Likes Like |Link to Comment
  • 3 Companies Aiming For The $1.2B Opioid Addiction Market [View article]
    UCLA researchers at the Center for Behavioral and Addiction Medicine are excited about a non-opiate treatment in clinical trials. This one is a compound in the same class as Viagra. The new drug, ibudilast, is the lead candidate drug for MediciNova (MNOV). Here is the story and video of the UCLA researcher explaining why his group is so excited about ibudilast: http://bit.ly/19Fgz8o
    Jun 27, 2013. 11:42 AM | Likes Like |Link to Comment
  • Time To Dump Diluted Shares Of Trius - Or Double Down? [View article]
    Yes, and many tattoo artists are former inmates; prisons are more likely to contain MRSA strains. But any time somebody pokes a needle into you, even an earlobe, you can get a nasty infection. But yes, tattoo artists, especially unlicensed ones, may be risky. Good luck on your investing.

    - Rex
    Feb 15, 2013. 05:31 PM | Likes Like |Link to Comment
  • Long Opportunity Emerges As Sangamo Leverages Gene Editing To Hemophilia, Huntington's, Other Genetic Diseases [View article]
    KLLJ,

    Glad you liked it. I agree, this is a very interesting company that's cornered the IP market on a very promising technology platform.

    Best,
    Rex
    Nov 27, 2012. 10:43 PM | Likes Like |Link to Comment
  • On Efficacy, Vivus Vs. Arena [View article]
    I've been most interested in the clinical trials like some of those in the comments above. I don't own stock in any of the companies mentioned and don't intend to buy any so that I can try to be objective.

    In that regard, results from Qsymia's two trials show that after one year of treatment with the recommended and highest daily dose, patients had an average weight loss of 6.7 percent and 8.9 percent, respectively, over treatment with placebo. (Europe generally requires a 10 percent "end point," so Qsymia is pretty close.)

    Treatment with Belviq for up to one year was associated with average weight loss ranging from 3 percent to 3.7 percent. (FYI, for future reference, patients taking Orexigen’s Contrave had average weight losses of 4.2 to 5.2 percent weight loss.)

    A team of British obesity researchers completed what may be the most complete analysis of the clinical trials of Belviq, Qnexa/Qsymia and Contrave and published their results in the July issue of Neuropharmacology. They wrote, “In terms of weight-loss and metabolic benefits, Qnexa [Qsymia ] is the leader.”

    Why are British obesity experts comparing? EMA’s guideline for the efficacy of weight-loss drugs, i.e., 10% reductions from baseline maintained at 1-year. This is what they reported: "On the basis of the information included in the NDAs [for all three U.S. anti-obesity medicines or candidates], Qnexa is the only medication that would appear unequivocally to satisfy the EMA guidelines."
    Jul 30, 2012. 04:57 PM | Likes Like |Link to Comment
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