Myriad Genetics Inc. (MYGN)

All Comments on MYGN

  • commenter
    May 13 10:20 AM
    Myriad Options on Alzheimers Disease [view article]
    You might also look at the work of CLN Reply
  • commenter
    May 13 10:19 AM
    My Website
    Myriad Options on Alzheimers Disease [view article]
    To Mudphud (I guess that is an acronym for MD PhD):

    Your point about naproxen and celecoxib and their ineffectiveness in mouse models is true. However, as you point out in the part of the article that you pasted, ibuprofen does lower Aβ42. But ibuprofen, as cited by the authors of the ADAPT study, was not effective in a trial (Goodwin JS, Regan M. Cognitive dysfunction associated with naproxen and ibuprofen in the elderly. Arthritis Rheum. 1982;25(8):1013-1015).

    Other studies have also shown ineffectiveness of NSAIDS (Karplus TM, Saag KG. Nonsteroidal anti-inflammatory drugs and cognitive function: do they have a beneficial or deleterious effect? Drug Saf. 1998;19(6):427-433).

    To be fair, I must also point out that some studies have shown a beneficial effect (Rozzini R, Ferrucci L, Losonczy K; et al. Protective effect of chronic NSAID use on cognitive decline in older persons. J Am Geriatr Soc. 1996;44(9):1025-1029.)

    However - from a commercial point of view, and therefore from a stock point of view, two things remain:

    1. What is the effect of Flurizan? The phase II data was less than stellar, and I make it very clear in my article that the ADAPT study is not identical but gives hints.
    2. If other anti-inflammatories have the same effect as Flurizan, why would anyone take Flurizan when cheap generics would have the same effect?

    So that other readers can make their own minds, I'm pasting a link to the cited article:

    archneur.ama-assn.org/...
    Reply
  • commenter
    May 13 09:29 AM
    Myriad Options on Alzheimers Disease [view article]
    Some of the scientific info in this post is wrong. The naproxen and celebrex trial were designed to test the affect of COX inhibition on alzheimer's disease, since naproxen and celebrex do NOT inhibit gamma secretase.

    The Archives of Neurology article cited in this post say it best:
    "It may be that the ADAPT findings relate specifically to celecoxib or naproxen, perhaps because these drugs are not among those NSAIDs that have been shown in vitro and in vivo in mouse models to lower production of the 42-residue form of amyloid β (Aβ42)21; that is, the epidemiological findings could be due to the effects of other NSAIDs, such as the commonly used ibuprofen, that do lower Aβ42. More speculatively, the ADAPT findings may represent early detrimental effects following initiation of treatment in people who have subclinical neuropathology. That is, NSAIDs might exert protective effects only if given several years before the time when symptoms would otherwise develop. Such a difference in effect has been suggested by results of both the Rotterdam22 and Cache County23 observational studies, which showed apparent protective effects with more distant, but not recent, use of NSAIDs."
    Reply
  • commenter
    Apr 24 06:47 AM
    My Website
    Five Biotech Stocks to Weather a Down Market [view article]
    DNDN has all the risk, but all the reward too. I think the FDA says yes this time. At least for the very latest stage of the prostate menace. Reply
  • commenter
    Apr 10 09:07 AM
    My Website
    Fast Money Recap, 4/9/08: Airlines MayTake Off [view article]
    Anyone who not only watches this slimiest group of touts/thieves/liars, but actually follows their recommendations, deserves to lose money.
    CNBC reached down into a toilet and came up with this group.
    As if Cramer wasn't bad enough, this den of thieves makes Cramer look sainted.
    Reply
  • commenter
    Apr 08 03:54 PM
    My Website
    Fast Money Recap, 4/7/08: Is Energy Topping? [view article]
    The stock market is just so unpredictable at the moment. I will wait on the sidelines until all this "madness" passes. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on MYGN
    Is this a buy or a sell? Reply
  • commenter
    Mar 06 03:32 PM
    Cancer Stocks Hammered Once Again [view article]
    Alan,

    What are your thoughts on Chemokine Therapeutics Corp (CHKT)?

    And Meridian Co LTD (MRDAF)?
    Reply
  • commenter
    Mar 06 11:48 AM
    Cancer Stocks Hammered Once Again [view article]
    please ignore the comment above. it was posted in the wrong thread.
    Reply
  • commenter
    Mar 06 11:47 AM
    Cancer Stocks Hammered Once Again [view article]
    Maybe BofA should by this one too.

    Which bank took the highly rated debt at a discount from TMA?
    Reply
  • commenter
    Mar 05 07:06 PM
    My Website
    Cancer Stocks Hammered Once Again [view article]
    I don't know the company, but it sure looks interesting. Technically, it would be nice to hold 1.75. The company is seemingly deficient in cash - it would appear that there will be either an equity or debt offering this year. If they become profitable as forecast this year, the stock could get some attention - diagnostics have been hot. Reply
  • commenter
    Mar 05 12:23 PM
    Cancer Stocks Hammered Once Again [view article]
    Hi Alan,
    What is your current opinion on Clarient (CLRT)?
    Thanks very much,
    Don
    Reply
  • commenter
    Aug 27 01:26 PM
    Expect Pressure on Myriad Genetics Following Trial News [view article]
    Notable: I agree with your assessment. AD is a slippery slope under the best of circumstances. Additionally, I understand the drugs' side effect profile has been underwhelming, but this is anecdotal, and remember these are brittle patients. Bottom line, expect MYGN's valuation to become more volatile the closer it gets to releasing the phase data. I actually think that statistically, Elan's 2nd generation AD vaccine, as well as DNDN's Provenge have a better chance of reaching the market. Disclosure: I am long DNDN, do not have positions in Elan or MYGN. I am a former Elan employee. Reply
  • commenter
    Jun 26 03:03 PM
    My Website
    Cancer Stocks Hammered Once Again [view article]
    Thanks for the comment and the compliment. Thanks also for the information. Contact me by phone or email if you would like to discuss your ideas. Reply
  • commenter
    Jun 26 12:45 PM
    Cancer Stocks Hammered Once Again [view article]
    Great post! It would be quite useful if your excel file could be downloaded, then someone could sort on other attributes, or even add some, e.g. #drugs in phase 3, total #drugs in pipeline, #big pharma collaborations, PADUFA dates, if any, etc. I'm offering a few comments vis-à-vis individual companies: I think EXEL, which probably has the deepest pipeline on your list, is gaining because investors believe Glaxo will take XL647. I believe it's, "show's over", for TELK (Telcyta is finito). Onyx is declining because it faces stiff competition from Pfizer's Sutent & now Wyeth's Torisol in renal cell carcinoma. Any sales increases for Onyx's Nexavar will come from off-label use in liver cancer, but that is not, in my opinion, a reason to invest. CEGE's recent decline is a gift - when European Revlimid sales appear on their balance sheet, along with clinical milestone press releases, it'll get back into the 60's. GNTA has been on a slippery slope for some time now - their CEO, Ray Warrell, is very smart, very committed, and held in high regard by his oncology peers at his alma mater, MSKCC. He is making use of FDA's dispute process for Genasense in CLL, so some investors are betting FDA will offer up a conditional approval in subsets of patients. The key here is that CLL is a very heterogeneous disease - therapy needs to be more individualized. Finally, in my opinion, ISRG is absolutely the future of surgery. Any decline into the low 130's is a bargain. Thanks again for your article! Reply