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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. Rangeley Capital and his value investing forum, Sifting the World (StW), search the world for misplaced bets. Rangeley exploits them for... More
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  • 1,000 Neurologists Were Asked About Lemtrada; This Is What They Said 7 comments
    Jan 21, 2014 4:20 PM | about stocks: GCVRZ, SNY

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    Stocks: GCVRZ, SNY
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Comments (7)
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  • DoubleOak Equity Research
    , contributor
    Comments (84) | Send Message
    Chris, do you mind sharing the response rate? I am assuming not all 1,000 doctors have responded.
    21 Jan 2014, 04:51 PM Reply Like
  • HFI
    , contributor
    Comments (1831) | Send Message
    Phenomenal statistics!
    21 Jan 2014, 05:34 PM Reply Like
  • Comments-R-us
    , contributor
    Comments (62) | Send Message
    Mr. DeMuth, I agree that Lemtrada should have been approved by the FDA, particularly since alemtuzumab is available as an anti-leukemia drug already. I would have invested in this entity but I could not figure out how to do so (the Lord protects children and fools). My question was probably discussed already, but is there anything preventing U.S. neurologists from prescribing the oncology preparation off-label? If the concentration is different, the pharmacist could dilute the oncology version to get the proper concentration and dose for MS.
    21 Jan 2014, 07:59 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (11759) | Send Message
    Author’s reply » Some will do just that. In fact, I've received countless e-mails from neurologists who supported my WSJ article but want to keep quiet because they are prescribing it off-label and want to stay off of the radar screen of the punitive FDA.
    22 Jan 2014, 07:50 AM Reply Like
  • schroederra
    , contributor
    Comments (2) | Send Message
    Sanofi took Alemtuzumab for leukemia off the market, preparimg for the Lemtrada launch. It may not be available off label anymore. It was a much cheaper drug off label for cancer, than it will be for MS.
    31 Jan 2014, 10:24 AM Reply Like
  • Shawn Arshad
    , contributor
    Comments (179) | Send Message
    I feel sorry for Sanofi. With INCY ( grabbing the Myelofibrosis market, and now being denied FDA approval after an intense amount of research and data showing efficacy.
    21 Jan 2014, 08:58 PM Reply Like
  • Chris DeMuth Jr.
    , contributor
    Comments (11759) | Send Message
    Author’s reply » You can add to their list of woes litigation from investors who are looking back at their disclosure over the past few years.
    22 Jan 2014, 07:51 AM Reply Like
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