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Chris DeMuth Jr.
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Chris DeMuth Jr. is the founder of Rangeley Capital LLC. Rangeley is an investment firm that focuses on event driven, value-oriented investment opportunities. Prior to founding Rangeley Capital, Mr. DeMuth spent his career as a securities analyst for several hedge funds and proprietary trading... 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 (832) | 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 2014, 02:52 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (7512) | 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 2014, 02:55 PM Reply Like
  • Trade In Mexico
    , contributor
    Comments (832) | 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 2014, 03:17 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (7512) | Send Message
     
    Author’s reply » International sales figures.
    15 Jan 2014, 03:27 PM Reply Like
  • Wilson Wang
    , contributor
    Comments (914) | Send Message
     
    Which should be included in Sanofi results.
    15 Jan 2014, 04:07 PM Reply Like
  • jaginger
    , contributor
    Comments (779) | Send Message
     
    released on 2/6/2014, correct?
    15 Jan 2014, 04:49 PM Reply Like
  • Monolith Investments
    , contributor
    Comments (73) | Send Message
     
    You can look at the sales tracker on Sanofi's website:

     

    http://bit.ly/1ddvwOm
    15 Jan 2014, 09:35 PM Reply Like
  • bazooooka
    , contributor
    Comments (3633) | 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 2014, 10:02 PM Reply Like
  • Wilson Wang
    , contributor
    Comments (914) | Send Message
     
    There will be an update, but we won't see how it does till a few quarters from now.
    15 Jan 2014, 10:27 PM Reply Like
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