Jose Mcintryre

16 Comments

    • Court Ruling Raises Concerns About Ariad's Conduct and Patents [view article]
      Any biotech ceo worth their salt would spend shareholder money developing drugs not suing people. Its just such a waste. Sep 25 11:37 AM
    • Medivation's Attitude Warrants a Pullback [view article]
      The data was published, In the Lancet no less, so I'm not sure what you're talking about:

      biz.yahoo.com/prnews/0...

      <<<Specifical... the company failed to deliver on the publication of Phase II trial data it had promised investors.>>>

      All that matters is hitting their primary endpoint. That its not disease modifying or reversing is completely irrelevant.       Sep 09 10:12 AM
    • Anesiva 'Pain-free' High Growth [view article]
      To the person who suggested lowering the cost, keep in mind, as you can imagine, a bulky device isn't cheap. I think they've said it costs $7-8 per device. I don't think it would be commercially viable at a 50% margin for example. As it stands I think they plan to charge $20/device, for a 60% margin. Aug 21 08:25 AM
    • Anesiva 'Pain-free' High Growth [view article]
      Zingo is going to be a total bust. Mark it. Its not the needlestick pain that kids fear, its the needle. Emla, the cream costs pennies, why would hospitals or managed care pay $20 for Zingo? I believe Anesiva has dramatically overstated what the potential market is.

      As for the hot chilli pepper for pain, that's a joke product too. In order to be used a patient needs to be unconscious because as you'd expect the product gives an intense burning sensation. There's also concern that it could dull nerves over time and create a rebound pain far worse than preexisting.

      I'm not too optimistic on Anesiva but best of luck. At least you're in at $2 and not $10.

      Aug 15 08:10 AM
    • ImClone: Non-Justifiable Scientific Downgrades Refuted [view article]
      I definitely agree with your sentiments.

      Only thing to point out, your %'s cited here are wrong. Its 48% vs 52%, not 43 and 61%.

      <<Following a median of four treatment cycles, response rates were 43% (21/44) in the chemotherapy alone arm and 61% (23/44) in the combination ERBITUX and chemotherapy arm.>>       Aug 07 09:44 AM
    • ViroPharma: Lev Acquisition Appraisal [view article]
      Your article missed the mark by a wide margin. Number one, its incredibly ignorant to assume a. someone can "feel" an attack coming and b. That they would want to have the attack in the first place and just catch it early. These attacks can be debilitating, grotesque and deadly. Some patients are severe enough they they would rather treat as a preventitive and as the lev trial showed, when they do get breakthrough attacks they tend to be much less severe. Other people that only get an attack once every few months, of course it would make less sense to treat prophylactically. Whatever your background may be I think you should read a few less "Analyst" reports and read more about the disease before using migraine as your comparable. Aug 03 03:57 PM
    • Lev Acquisition Looks Good but More Clarity Needed [view article]
      What's to clarify about the milestone payments? They were detailed in the press release and straight forward. Jul 17 09:12 AM
    • Cougar Biotechnology: Stalking Prostate Cancer [view article]
      Sorry about your father. A psa of 38 is actually very low. Maybe you have the number wrong.

      I would suggest contacting UCLA medical or perhaps there's other major cancer centers in Cali. Cougar's abiraterone is the hottest drug in prostate cancer right now, so that's one to look into if he qualifies for treatment. Good luck.       Jul 06 10:05 PM
    • Cougar Biotechnology: Stalking Prostate Cancer [view article]
      Bryan, write about prostate cancer and you're bound to pull in DNDN shareholders that are too dense to figure out that its not an either or, all or nothing market.

      One competitor you are missing though is Medivation-MDVN. Since they don't need to be administered with prednisone it may have more of an opportunity to move to front line than Cougar. But that said, its not all or nothing, they both can co-exist, everyone will fail on prostate ca eventually. The whole goal as I see it is to delay moving to chemo as long as possible. Cougar has about a 1.5 year head start on MDVN.

      Disclosure: long cgrb and mdvn       Jul 03 09:28 AM
    • AMAG's Iron Replacement Therapy: Great Potential, Problematic Trial [view article]
      Reza, that's just one amag phase III trial of many. They didn't submit with just those 31 patients, they submitted with something like 1700 patients. Also keep in mind that trial was in patients having undergone kidney *transplants* with continuing CKD. Which isn't exactly a place you can easily run out and find 500 patients or their primary market.

      JM       Jul 01 07:31 AM
    • Mannkind: Overlooked Biotech With Excellent Prospects (Part V) [view article]
      Your diligence and effort are extraordinary. But the fact remains this is inhaling a growth factor and experts are going to worry, no matter what the data shows. If its 2 years of clean data, they'll say fine, but how do you know what will happen 5, 10, 20 years out for a therapy taken for life? How do they go about changing perceptions? Am I missing the forest for the trees or are you? Jun 19 09:15 AM
    • Dendreon's Provenge: Government Agencies Play Hide and Seek With Facts [view article]
      Tony F, first of all, you can claim its about humanity all you want but its money dndn shareholders really care about. Its pretty simple, if the upcoming dndn data is good enough for approval, then yes, the fda will have proven to be too cautious. If the trial fails, then dndn shareholders will be proven wrong and provenge simply isn't particularly effective. Instead of this constant complaining and crying foul, lets see if provenge works in this trial, which I don't think is the foregone conclusion shareholders take as a given. Jun 13 07:13 AM
    • Dendreon's Provenge: Government Agencies Play Hide and Seek With Facts [view article]
      I'm tired of whining Dendreon shareholders. Jun 12 08:24 AM
    • Mannkind: Overlooked Biotech With Excellent Prospects (Part I) [view article]
      Very extensive work, however I think you're missing the key fact, after all that went wrong with exubera, including recently, concerns over lung cancer, what doctor in their right mind is going to advise a patient to move to inhaled insulin? With doctors more and more concerned with liability, what compelling reason would they have to switch patients from a pretty convenient and simple injection to inhaled? Why will insurance pay a premium for it? Admittedly Mannkind probably has a better mousestrap than the other inhaled's but unfortunately I think this concept is d.o.a. Jun 09 01:20 PM
    • Dendreon's Secret "Lover" Revealed: It's Not Icahn [view article]
      What's the deal with Susquehanna? Kool aid in their tap water, or does the dndn ceo hold some compromising photos? :) Apr 16 09:09 AM
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