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eparty

eparty
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  • More Uncertainty Ahead For Threshold [View article]
    No surprise here....in fact typical behavior. And this is not only in respect to ZIOP. There was a lot of pumping of Abraxane for pancreatic. Yet at the end the results were OS improvement by 1.8 months. Now the same group continues with their bias towards THLD. Of course there is nothing wrong with biased opinions either; however it is hypocritical to present yourself as being objective.
    Mar 29 07:34 AM | Likes Like |Link to Comment
  • More Uncertainty Ahead For Threshold [View article]
    Abraxane results are out and it is unfortunate to see that it extends life by only 1.8 months. But another outcome of the result is that people now can see with crystal clear clarity that your "research" is nothing but biased BS. I would not be surprised if your predictions on ZIOP follow the same path as Abraxane.
    Jan 23 10:06 AM | 1 Like Like |Link to Comment
  • More Uncertainty Ahead For Threshold [View article]
    Regarding toxicity, apparently development of TH-302 takes into consideration potentially it being used in pediatrics.

    December 4, 2012: FDA Pediatric Oncology Subcommittee Meeting:

    "This will be an awareness presentation and there will not be a formal Committee discussion or recommendation. In addition, information will be presented regarding pediatric development plans for four products that are in development for an adult oncology indication. The subcommittee will consider and discuss issues relating to the development of each product for pediatric use and provide guidance to facilitate the formulation of written requests for pediatric studies, if appropriate. The four products under consideration are: (1) Trametinib, application submitted by GlaxoSmithKline, LLC; (2) TH-302, application submitted by Threshold Pharmaceuticals, Inc.; (3) volasertib (BI 6727), application submitted by Boehringer Ingelheim Pharmaceuticals, Inc.; and (4) blinatumomab (MT 103), application submitted by Amgen Inc."
    Nov 16 12:23 PM | Likes Like |Link to Comment
  • More Uncertainty Ahead For Threshold [View article]
    @Chasingthealpha needs to go and confer with his tweeter pals first and then he will get back to you. Keep in mind that it will be their response, not his. You already saw his response above....
    Nov 14 10:09 AM | Likes Like |Link to Comment
  • More Uncertainty Ahead For Threshold [View article]
    Just to clarify.....
    On 10/09/2012 institutional ownership at THLD was 32,933,046 or 59.74%. On 11/14/2012 institutional ownership is 37,758,642 or 67.13%.
    Nov 14 10:07 AM | Likes Like |Link to Comment
  • More Uncertainty Ahead For Threshold [View article]
    The CELG cheerleading/THLD bashing squad: Sally Church, ChimeraResearchGroup, Adam Feuerstein and Nathan Sadeghi-Nejad....what's new? It has not been a month since your last article and now repeating your old stories - now you really start to look like a basher.
    Nov 12 11:08 AM | 3 Likes Like |Link to Comment
  • What's Left For Threshold? Not Much [View article]
    "She's extremely informed on the sentiment surrounding most drug programs that matter. Speaks with KOLs and other specialists; as close to the ground as you will get for free. Our advice: take her opinion more seriously."

    Last time I checked her LinkedIn profile, she was still a Marketing Consultant for the big pharmas and marketing she is definitely good at. I absolutely agree with you that it will be beneficial to pay attention to her; however what she did at ESMO 2012 was hype Abraxane without providing much evidence. Just take a look at the support she provided as to why Abraxane Phase III is likely to be successful: http://bit.ly/RlHGMN.
    Oct 25 10:46 AM | Likes Like |Link to Comment
  • What's Left For Threshold? Not Much [View article]
    So in the context of THLD, what kind of IPO are you talking about? I don't recall THLD doing any type of direct offering using the services of Mizuho, William Blair, Stifel Nicolaus or the Maxim Group since they rated it as a BUY. And considering their solid cash position as well as partnership with Merck it does not look like they will be making such offering in the future?
    Oct 24 10:29 AM | 2 Likes Like |Link to Comment
  • What's Left For Threshold? Not Much [View article]
    "In our opinion, Threshold was extremely lucky that Merck KGaA paid them a $20 million milestone payment for this study."
    Luck is winning the lotto, I would also consider as luck listening to all the chatter about CELGZ, buying 10000 shares and it doubling when the Abraxane pancreatic Phase III results are released.

    How can you call a luck signing marketing and co-development agreement worth half a billion dollars with one of the biggest pharmas in the world? You think they Merck just gambled without proper due diligence in reviewing all the data in respect to the drug? In fact, they know infinitely more about TH-302 than you do. I also noticed another interesting tidbit that makes me question your motives - @chasingthealpha (the writer of this article) seem to be quite close with the Street hacks that started the organized bashing of THLD last month while pumping Abraxane. This includes Nathan Sadeghi-Nejad, @adamfeuerstein and @MaverickNY. So with that said, anyone reading this article should be very cautious at taking your comments at face value.
    Oct 24 10:13 AM | 5 Likes Like |Link to Comment
  • Seadrill's Long-Term Contracts And 3 IPOs By Mid-2013 Secure Growth [View article]
    Copied from Bloomberg: http://bloom.bg/P0LEsq
    Sep 19 06:44 PM | Likes Like |Link to Comment
  • Catalyst And Questions For 2 Biotech Movers [View article]
    Weak article that appears to just restates information from other posts on SA.
    Jun 6 03:36 PM | 2 Likes Like |Link to Comment
  • Top Small-Cap Biotech Stocks Being Accumulated By Legendary Fund Managers [View article]
    Just because a "guru" has not invested in one of the small cap biotech companies you've listed does not indicate bearish sentiment. On the contrary, if "gurus" are slow to catch on a company with solid drug candidates and positive developments that indicates that there is even higher upside potential for the stock. Imagine what will happen to the stock once they start buying millions of shares.
    Apr 17 07:17 PM | 2 Likes Like |Link to Comment
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