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17208242

17208242
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  • Gilead Results Can Affect The Entire Market [View article]
    Excuse me - you have made no case for 'smart money'.
    Apr 22, 2014. 10:14 AM | Likes Like |Link to Comment
  • Gilead Results Can Affect The Entire Market [View article]
    By the time competition enters the market, the bolus patient base will have been used up. After which the market will remain small with opportunities only remaining in poor countries. If you call that an opportunity.
    Apr 22, 2014. 10:13 AM | Likes Like |Link to Comment
  • Gilead Results Can Affect The Entire Market [View article]
    tkantesaria - Overall your comment is ridiculous. I see someone already challenged your comment on the analyst comment. With regard to your pricing comment - what pricing issues are you speaking of and what is your proof that there is a pricing issue? Just throwing out these unsubstantiated comments is a complete waste of everyones time.
    Apr 22, 2014. 10:08 AM | 2 Likes Like |Link to Comment
  • Gilead Results Can Affect The Entire Market [View article]
    poorly written. its all opinion, but then again aren't most of these articles all opinion? The author should disclose his positions because thus seems like a short rant.
    Apr 21, 2014. 11:32 AM | 10 Likes Like |Link to Comment
  • Express Scripts Trying To Shame Gilead Into Reducing Sovaldi Price: Who Is Really The Greedy One? [View article]
    I believe that Gileads pricing model and strategy is to make money on the product in countries where patients can afford it and heavily discount the product in those countries where patients cannot afford it. Provided they seek approvals in those countries. I don't believe Pharma companies develop products and then screw the poor patients. Usually there is a pricing strategy that takes into account those patients that cannot afford the product.
    Apr 9, 2014. 09:22 AM | 4 Likes Like |Link to Comment
  • WHO adds to pressure on companies to cut cost of Hepatitis C drugs [View news story]
    I am pretty sure that when Gilead built their revenue forecasting model, they were not planning on making money by selling Solvaldi in poor countries.
    Apr 9, 2014. 09:11 AM | Likes Like |Link to Comment
  • VAPE Holdings: $190-Million Market Cap With No Revenues; Likely To Drop 90%; $1 Price Target [View article]
    they found nothing
    Apr 1, 2014. 10:19 AM | Likes Like |Link to Comment
  • VAPE Holdings: $190-Million Market Cap With No Revenues; Likely To Drop 90%; $1 Price Target [View article]
    also please explain how the halts of other marijuana stocks (each one) has implications on each of those stocks and then how it relates to VAPE. You have to first prove that the halts to other stocks (Including CANN) is materially relevant to that stock, whether it holds merit, and how it can be applied to VAPE. You may have just as well said that because they are all marijuana stocks that all of the share holders smoke pot (oh snap!)
    Apr 1, 2014. 10:05 AM | Likes Like |Link to Comment
  • Celldex Therapeutics Is Shutting Down CDX-1135: What Does It Mean? [View article]
    couple of questions 1. why Alexion did not further develop Soliris in DDD?? Its a smart company and they are not shy of low numbers of patients - that seems a bit worrisome to me. 2. Celldex could be an acquisition target in total - not just the 1135. Sure they could sell the 1135 which seems like a no brainer if the product has potential and the company focusses on oncology only. I like that they are not spread all over the place and am long CLDX.
    Mar 11, 2014. 10:36 AM | 2 Likes Like |Link to Comment
  • Sequans Communications: Public Stock With Venture-Like Multiple Returns [View article]
    Question, is Sequans a possible acquisition target as well? Would one of the big players potentially buy Sequans in order to capture the first mover advantage over the other big players? Is this a possibility?
    Mar 11, 2014. 09:20 AM | 1 Like Like |Link to Comment
  • Celldex Therapeutics Is Shutting Down CDX-1135: What Does It Mean? [View article]
    wish I could have the time back that I spent reading this :(
    Mar 10, 2014. 03:20 PM | 4 Likes Like |Link to Comment
  • Medivation hit by soft Xtandi guidance; subsequent downgrades [View news story]
    I don't believe that these valuations are taking into consideration acquisition or in-licensing that may occur between now and the end of 3Q. It should be no surprise to investors that urologist do not write off label and hence pre-chemo use will not be significant until approval. Medivation has been saying this all along. There is also the possibility that Medivation may be an acquisition target for larger companies - JNJ or others.
    Feb 28, 2014. 09:04 AM | Likes Like |Link to Comment
  • Chelsea says no decision on Northera [View news story]
    Oh, that's right, orphan drugs don't have to demonstrate efficacy! My bad.
    Feb 18, 2014. 04:46 PM | Likes Like |Link to Comment
  • Chelsea says no decision on Northera [View news story]
    Who are we kidding here. I think it's pretty certain that if Northera is approved that it will have gobs of restrictions - it won't be a clean approval. Restrictions could be on length of treatment, requirements of follow up trials, etc. more importantly will be the response from Medicare on reimbursement due to the length of treatment restriction. The end result could be a killer on sales -again if it us approved. Cut your sales forecast by 3/4.
    Feb 17, 2014. 12:21 PM | Likes Like |Link to Comment
  • Chelsea says no decision on Northera [View news story]
    That would be about three or four people max :) lol
    Feb 17, 2014. 10:24 AM | Likes Like |Link to Comment
COMMENTS STATS
21 Comments
26 Likes