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Chris DeMuth Jr.
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"It's not given to human beings to have such talent that they can just know everything about everything all the time. But it is given to human beings who work hard at it - who look and sift the world for a misplaced bet - that they can occasionally find one." - Charlie Munger I look... More
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  • Lemtrada Works And MS Patients Want A Choice 9 comments
    Jan 15, 2014 2:39 PM | about stocks: GCVRZ, SNY

    Patients want a choice. If you had failed on other MS therapies, would you be willing to try Lemtrada?

    Lemtrada works and lesions are unbiased:

    Themes: Lemtrada, Alemtuzumab Stocks: GCVRZ, SNY
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Comments (9)
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  • Trade In Mexico
    , contributor
    Comments (662) | Send Message
     
    Hi Chris,

     

    Thanks for your continued posts on this subject. What is the potential value of GCVRZ if the FDA does not approve it (on appeal) by the Spring, 2014 deadline?

     

    Thanks as always!
    15 Jan, 02:52 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (4371) | Send Message
     
    Author’s reply » The reasonably likely upside would be $2 and it is already reasonably likely that the FDA does not approve by the 2014 deadline.
    15 Jan, 02:55 PM Reply Like
  • Trade In Mexico
    , contributor
    Comments (662) | Send Message
     
    Yeah, it does not seem like the FDA will reverse course that soon if at all. That being the case, when do you see the next potential upside catalyst for GCVRZ?
    15 Jan, 03:17 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (4371) | Send Message
     
    Author’s reply » International sales figures.
    15 Jan, 03:27 PM Reply Like
  • Wilson Wang
    , contributor
    Comments (857) | Send Message
     
    Which should be included in Sanofi results.
    15 Jan, 04:07 PM Reply Like
  • jaginger
    , contributor
    Comments (562) | Send Message
     
    released on 2/6/2014, correct?
    15 Jan, 04:49 PM Reply Like
  • Monolith Investments
    , contributor
    Comments (64) | Send Message
     
    You can look at the sales tracker on Sanofi's website:

     

    http://bit.ly/1ddvwOm
    15 Jan, 09:35 PM Reply Like
  • bazooooka
    , contributor
    Comments (2893) | Send Message
     
    WW, you expect results in a few weeks? I thought it was just ramping in Germany and thus wont have figures till Spring.
    15 Jan, 10:02 PM Reply Like
  • Wilson Wang
    , contributor
    Comments (857) | Send Message
     
    There will be an update, but we won't see how it does till a few quarters from now.
    15 Jan, 10:27 PM Reply Like
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