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bio.bobby

bio.bobby
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  • Excitement Should Build At Sorrento Therapeutics [View article]
    "The PR did say positive results"

    Oh, OK, so the results must be good.....
    May 7, 2015. 02:52 PM | Likes Like |Link to Comment
  • Excitement Should Build At Sorrento Therapeutics [View article]
    " the company announced that the bioequivalence [BE] data from the TRIBECA study of its lead drug candidate Cynviloq vs. the currently marketed cancer drug Abraxane was "positive." This means that Sorrento management's opinion is that Cynviloq demonstrated bioequivalence "

    Really? the press release said " Data analysis suggests that Cynviloq meets the bioequivalence (BE) criteria for both total and unbound paclitaxel." Is "suggests" the same as "was demonstrated to be"?

    The criteria to establish BE was very clear: 90% CI for AUC and Cmax. Why didn't SRNE provide these data? If SRNE isn't trying to hide something, why is it trying to hide something by not disclosing the data?
    May 7, 2015. 11:58 AM | Likes Like |Link to Comment
  • Cellceutix: Comparing Brilacidin With SoC Daptomycin [View article]
    "And in serious academic discussions, people tend to courteously ignore typos"

    Actually, in serious academic discussions people tend not to make typos....
    Apr 22, 2015. 11:42 AM | 4 Likes Like |Link to Comment
  • Cellceutix: Comparing Brilacidin With SoC Daptomycin [View article]
    "Since Daptomycin patent expires next year, and Brilacidin is based on an entirely new platform, this presents a good opportunity for CTIX to take it to the market after the patent expiry."

    ??? So you're arguing that a drug with equivalent efficacy to a generic is going to generate meaningful revenue? Interesting....
    Apr 21, 2015. 02:42 PM | 3 Likes Like |Link to Comment
  • Sell Your Ampio Pharmaceuticals Shares Now: AMPE Is Setting Up For A Secondary [View article]
    Shorts did pretty well. This scam has been well explained;

    http://seekingalpha.co...

    http://seekingalpha.co...

    http://seekingalpha.co...

    I wonder how this "revolutionary medical diagnostic is going": http://seekingalpha.co...

    This takeover should happen any day now.....http://seekingalpha.co...
    Apr 21, 2015. 12:08 PM | 1 Like Like |Link to Comment
  • Sell Your Ampio Pharmaceuticals Shares Now: AMPE Is Setting Up For A Secondary [View article]
    "When AMPE reports results from their STRIDE trial in the next month or so, you'll eventually be looking at a $1.5 Billion market cap"

    Ok then.....
    Apr 20, 2015. 09:27 AM | 2 Likes Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    "What smells here is the way the stock price is being held down."

    LOL, just how do you think "the stock price is being held down."?

    If this were really a good stock wouldn't you be happy at the buying opportunity? How else do you explain all the shares MNKD insiders have been buying: http://bit.ly/1LD1FQX?
    Apr 2, 2015. 03:05 PM | 1 Like Like |Link to Comment
  • The Unwinding Of Convertible Notes Has Positive Implications For MannKind [View article]
    Yes, some good stuff....like this gem from May 22, 2013 when
    mnkD was trading at $6.22: http://seekingalpha.co.... $27/share would have been a great price.

    How much is the XBI up since 5/22/13? Is it 98%?
    Apr 1, 2015. 03:25 PM | 1 Like Like |Link to Comment
  • Keryx Is A Short For A Multitude Of Reasons [View article]
    Is there any actual data or logic in your reply, beyond "To be blunt I disagree"?

    Keep pumping....
    Apr 1, 2015. 11:52 AM | 2 Likes Like |Link to Comment
  • Cytokinetics To Move Tirasemtiv Into Phase III, As FDA Breathes New Life Into ALS Drug [View article]
    Does CYTK have an SPA from FDA stating that respiratory function is an approvable endpoint? Hmmmmmm
    Mar 26, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • Keryx Is A Short For A Multitude Of Reasons [View article]
    " Japan's Riona is already beginning to pay off"

    Really? What were royalty did KERX get for 7 months of Riona sales by JT in 2014? Was it, as stated in its 10-K, $0.8 million? Is < 1 million "beginning to pay off"?
    Mar 25, 2015. 09:28 AM | 1 Like Like |Link to Comment
  • Consider Keryx Long Term Now, Or Wait After Q1 Report [View article]
    Indeed, I was wrong.

    Is $15m good for a new drug? Extrapolating to USA gives maybe $80 mill in sales which, even assuming a bloated 10X P/S make for an $800 mill valuation.
    Mar 10, 2015. 12:05 PM | 2 Likes Like |Link to Comment
  • Consider Keryx Long Term Now, Or Wait After Q1 Report [View article]
    How were sales of Riona in Japan?

    Hmmmm, http://bit.ly/198Q8ND, were they JPY 1.8M or about US$15K?

    Is $15K in 6 months a lot for a good drug?
    Mar 10, 2015. 10:39 AM | 1 Like Like |Link to Comment
  • Keryx Should Appreciate As Auryxia's Use And Suitability Grow [View article]
    I was comparing launches of two products, which follow predictable trends. Comparing the 2 products is actually worse for KERX, as there are generics approved to treat treat the same indication. AVNR did buy themselves some advantage by treating a made up disease (which will fool some people).

    I didn't even mention the weak IP, and that the FDA did not grant NCE status....
    Feb 20, 2015. 08:59 AM | 2 Likes Like |Link to Comment
  • Keryx Should Appreciate As Auryxia's Use And Suitability Grow [View article]
    KERX is looking to mimic AVNR's horrible launch of Nuedexta in 2011 with its double digit WRx count to date. After 3 years, Nuedexta sales finally made it to abt $100 mill/year which, assuming even a generous P/S of 7, gives a $700 mill valuation, well shy of KERX' 1.2 bill. Yes, I know Otsuka bought out AVNR, but that was for the silly use as an alzheimer's drug, something similar to which KERX does not have.
    Feb 19, 2015. 06:34 PM | 1 Like Like |Link to Comment
COMMENTS STATS
556 Comments
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