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Scott Matusow

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  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    The efficacy advantage of tivozanib over sorafenib was consistent across subgroups in the study. In treatment-naïve patients advanced RCC (70% of total study population), tivozanib demonstrated a statistically-significant improvement in PFS with a median PFS of 12.7 months compared to a median PFS of 9.1 months for sorafenib (HR 0.756, 95% CI 0.580-0.985; P=0.037).
    Apr 17 08:47 PM | 1 Like Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    Is this data inferior? >>> The Phase-III results for tivozanib in RCC were reported in January 2012. The trial, known as TIVO-1, evaluated the comparative efficacy and safety of tivozanib relative to sorafenib in 517 patients with RCC. TIVO-1 was the first registrational study in 1st-line RCC to compare an investigational agent against an approved VEGF therapy. Based on independent radiological reviews, tivozanib demonstrated a statistically-significant improvement in progression-free survival (PFS) with a median PFS (primary endpoint) of 11.9 months compared to a median PFS of 9.1 months for sorafenib in the intent-to-treat population (HR=0.797, 95% CI 0.639-0.993; P=0.042). Tivozanib's investigators reported a median PFS of 12.7 months which is the longest ever reported for a Phase III trial in treatment-naïve RCC. The objective response rate (ORR) for tivozanib was 33% compared to 23% for sorafenib (P=0.014).

    I'm sorry, but what am I missing here that shorts begging to lose on this one are seeing?
    Apr 17 08:46 PM | 1 Like Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    I will promise you Doc, if you can actually show in the data how Tivo is inferior and "poorly active", I will write a short thesis on it. You have to back up your thesis why Tivo is "poorly active" using the data and defeat my long thesis with a thesis. For instance, If I say "Ariad's Pona is poorly active, I would def need to defend why that is and explain, and I would especially never short a position without a solid thesis. So I ask again, and anyone else, how EXACTLY is Tivo poorly active and inferior to Sona. If you cannot answer this with data, then you have a losing thesis. Also explain why the FDA would reject this drug based on the data as well. The OS has already been explained. You might be a doctor, but u are not understanding the data here, and many short, like with KERX for the same reason, are going to get severely burned on this one.

    U sure u want to be married to a short position here?
    Apr 17 08:41 PM | 1 Like Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    Tivozanib was especially useful in treatment-naive patients, who comprised 70% of study population. In those patients, progression-free survival was 12.7 months with tivzanib and 9.1 months with Nexavar (HR, 0.756; P = .037). << inferior Doc?

    The rate of dose interruptions due to adverse events was 18% for tivzanib compared to 35% for Nexavar (p<0.001). The rate of dose reductions was 14% for tivzanib compared to 44% for Nexavar (p<0.001). This is a strong sign of patient tolerability, which leads to better patient compliance.

    so u would rather have a patient give up and die, why dont patients do well on those other drugs you mention? its called patient compliance, If patients cut their doses, or stop taking the drugs all together they wont do well on the drug now will they?

    Are you really a practicing Doctor? an MD?

    Further data shows that 74% of the patients who switched to tivzanib had evidence of tumor regression and overall confirmed response rate was 13% - a clear sign of strong efficacy. << inferior?
    Apr 17 08:17 PM | 1 Like Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    i linked the source
    Apr 17 08:13 PM | 0 Likes Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    please explain where Tivo in the data is "poorly active" thanks! I hope you dont short stocks without knowing how to defend your short position -- that is how u lose a ton of money.
    Apr 17 08:10 PM | 1 Like Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    patient tolerability "Dr." explain exactly where this drug is poorly active. So you disagree with other Doctors on the trial who say it has the best PFS they have ever seen?

    if u short this drug thru Adcomm, u will lose, and u can mark this post.
    Apr 17 08:09 PM | 1 Like Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    the option chain, figuring out 50/50 with max pain, approval = over 11, denial = under 4.

    Do the DD on the BATON‐BC << that is where the big "hidden" value is.

    Scott
    Apr 17 03:44 PM | 0 Likes Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    Tivozanib is being studied for triple negative breast cancer, its currently in P2, and company is geared towards a pivotal P3, alot of this will depend on approval of Tivo for RCC, that was my whole point in speaking of the 1.3B they can receive upon approval.

    AV-203 is entirely different and not something at this current time to over spec on. follow?
    Apr 17 02:54 PM | 1 Like Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    ill hold some shares or buy calls
    Apr 17 04:21 AM | 0 Likes Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    option chain would indicate 3.50 - 4
    Apr 17 02:36 AM | 0 Likes Like |Link to Comment
  • AVEO Poised To Move Higher Before FDA Adcomm Catalyst, Obamacare And Platform Potential [View article]
    The high short interest is mainly due to the public offering at $7.50. Those who bought the offering hedge for protection. Commonly, before a large catalyst event, those hedgers will "churn out" their shorts, so we see a down trend in short interest, until they get themselves in profit/even, then the stock runs from their last short cover.
    Apr 17 01:08 AM | 1 Like Like |Link to Comment
  • 2 Oncology Biotechs For The Future [View article]
    Also, May 2nd is the Adcomm, not an FDA decision on NDA.
    Apr 15 03:58 AM | 2 Likes Like |Link to Comment
  • 2 Oncology Biotechs For The Future [View article]
    One mistake in revenue projection by 2022 for AVEO, U are forgetting the other indications.

    its BATON‐BC Phase II trial, which is designed to evaluate tivzanib in patients with triple‐negative breast cancer. Triple negative breast cancer is a lucrative market because there are currently no targeted therapies approved for this segment.

    tivzanib's front line potential to treat such diseases as triple negative breast cancer and colorectal cancer is likely the reason Astellas is willing to pay AVEO over $1B in milestones.

    Have you guys considered this?
    Apr 15 03:55 AM | 1 Like Like |Link to Comment
  • Opexa: A Significant Growth Opportunity For Short-Term Traders And Long-Term Investors [View article]
    no i sold at 2.47 = 3 cents under my pt
    Apr 12 09:22 AM | 0 Likes Like |Link to Comment
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