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bio.bobby

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  • Tekmira Pharmaceuticals' Ebola Run-Up Isn't In Touch With Reality [View article]
    And there, predictably, goes the ebola bubble. Was a fun ride, but it's time to put it back in the closet with the bird flu, the pig flu, and radiation protectants.
    Oct 21 09:15 AM | 1 Like Like |Link to Comment
  • Cytokinetics Is Planning New Phase 3 Trial For Tirasemtiv In ALS Using New Endpoint [View article]
    ACAD's drug hasn't been approved yet, and I don't think it will.

    The mechanism of tira, acting on muscular contraction to treat a neurological disease, makes no sense and will fail. Luckily for Blum and his cronies, the impossible hope of success will let them collect their million $ salaries for a few more years. Not a bad gig!
    Oct 21 09:12 AM | Likes Like |Link to Comment
  • Cytokinetics Is Planning New Phase 3 Trial For Tirasemtiv In ALS Using New Endpoint [View article]
    No way CYTK drops this: they need to keep this illusion going to keep fleecing shareholders to pay the executives salaries.
    Oct 20 03:24 PM | 1 Like Like |Link to Comment
  • Provectus Remains Undervalued - CFO/COO Peter Culpepper Explains Why [View article]
    LOL

    How can anyone take seriously a company that applied for breakthrough status for Rose Bengal water?

    hilarious!

    Can't wait to see how that MOU with Sinopharm works out! probably billions.....
    Oct 7 04:53 PM | 3 Likes Like |Link to Comment
  • Sunesis Pharmaceuticals, Inc. Offers A Moderate Risk 80% Return On The Short Side [View article]
    And once again this film has the sam ending.....
    Oct 6 12:11 PM | Likes Like |Link to Comment
  • Tekmira Pharmaceuticals' Ebola Run-Up Isn't In Touch With Reality [View article]
    "They earned much more money in the
    years thereafter. Stockpiling!!
    Any comment on facts?"

    Facts would be great. From 2012 HGSI 10-K: "We continue to deliver raxibacumab to the U.S. Strategic National Stockpile (“SNS”) for emergency use in treating inhalation anthrax. In July 2009, the U.S. Government (“USG”) exercised its option under our contract to purchase 45,000 additional doses of raxibacumab, with delivery to be completed over a three-year period. HGS expects to receive approximately $142.0 million from this second order as deliveries are completed, approximately $117.0 million of which has been recognized as revenue through December 31, 2011. In May 2009, we submitted a Biologics License Application (“BLA”) to the FDA for raxibacumab for the treatment of inhalation anthrax. We received a Complete Response Letter in November 2009, and we continue to work closely with the FDA to obtain approval. HGS will receive approximately $20.0 million from the USG if raxibacumab is licensed by the FDA."

    GSK does not break out raxi rev on it's 20-f....
    Sep 23 10:23 AM | 2 Likes Like |Link to Comment
  • Tekmira Pharmaceuticals' Ebola Run-Up Isn't In Touch With Reality [View article]
    This will be a great short (like INFI was at 20 before it went to 45 and then back to 10....ditto BCRX in bird flu days). May be painful ride, though.
    Sep 23 09:42 AM | Likes Like |Link to Comment
  • Tekmira Pharmaceuticals' Ebola Run-Up Isn't In Touch With Reality [View article]
    "based on the company's own estimates of about 100M/year"

    oh, the company's own esitmates....you know that has to be reliable....

    Sales of HGSI/GSK's Raxibacumab totaled maybe $400 million over 4 years. There was a real threat of anthrax in the US in the early 00s, which does not exist for ebola. To think TKMR's drug would sell as much seems foolish. Even were TKMR's drug to sell $400 mill over 4 years (similar to HGSI/GSK's Raxi), getting to a valuation >$500 mill for a drug with limited upside has got to be a challenge. Look at how BCRX faired with their emergency access program, and that was during the real bird flu crisis in the US.

    Other companies that relied on the animal testing rule (HEPH, CBLI, PIP, SIGA) have not done so well....
    Sep 23 09:16 AM | 3 Likes Like |Link to Comment
  • Orexigen: Poised To Grab A Large Part Of The Weight Loss Market [View article]
    "Orexigen Therapeutics (NASDAQ:OREX) investors were finally rewarded for their patience"

    Really? Did you not see that OREX went from $5.90 the day before approval to $5.14? Is a 13% loss in two days is your idea of a 'reward'?

    A 4% loss of weight will not equate into substantially better sales that a 3% loss. A third crappy drug in a small market is a turd.
    Sep 12 02:54 PM | 2 Likes Like |Link to Comment
  • Belviq Sales Trends - A Realistic Look [View article]
    Didn't your initial projection for Belviq (http://seekingalpha.co...) have the hockey stick starting a few months ago? How's that going?
    Sep 5 05:13 PM | 1 Like Like |Link to Comment
  • Sunesis Pharmaceuticals, Inc. Offers A Moderate Risk 80% Return On The Short Side [View article]
    Looks like Wedbush less bullish on SNSS....http://bit.ly/1ll56EU
    Aug 29 12:02 PM | Likes Like |Link to Comment
  • Tekmira Pharmaceuticals: What Does The 'Animal Rule' Mean For Their Ebola Drug Development? [View article]
    Same "animal rule" hype that HEPH and CBLI used for radiation scares. This will repeat.
    Aug 22 12:33 PM | Likes Like |Link to Comment
  • Sunesis Pharmaceuticals, Inc. Offers A Moderate Risk 80% Return On The Short Side [View article]
    http://bit.ly/1why25l

    When was the last time a SNSS insider BOUGHT a share? From link looks like a long time. I wonder why that is.....
    Aug 22 11:56 AM | 1 Like Like |Link to Comment
  • Sunesis Pharmaceuticals, Inc. Offers A Moderate Risk 80% Return On The Short Side [View article]
    Wedbush with a BUY is a good sign to sell.

    http://bit.ly/YyDnyj, same rubes who had a $31 PT on ONTY before stimucrap data.
    Aug 22 11:52 AM | 1 Like Like |Link to Comment
  • Sunesis Pharmaceuticals, Inc. Offers A Moderate Risk 80% Return On The Short Side [View article]
    You left off that vosaroxin is a leftover from the 90s, and that SNSS had to increase the number of subjects in its trial and even then patients lived longer than expected.

    Sound familiar? People should recall this plot form such brilliant shorts as: ONTY, NVLT, ZIOP, GNVC.
    Aug 22 09:19 AM | 2 Likes Like |Link to Comment
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