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mghmd

mghmd
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  • Gilead: Let's Make A Deal [View article]
    I would nominate ESPR as an inexpensive way for GILD to get into the vast cholesterol market. They have several ph2 studies on its ORAL drug, ETC-102, which indicate excellent reduction in total cholesterol, LDL as well as hsCRP( which is thought to be protective). The company has strong management including the "father" of lipitor. The company has low trading volume and is under the radar.
    Aug 28, 2014. 01:19 PM | Likes Like |Link to Comment
  • Karyopharm Therapeutics: Will It Be An EPIX Fail? [View article]
    The patients in the myeloma study had very advanced and refractory disease; they would NOT have responded to low dose deamethasone. I say this as a hematologist with 40+ years experience.

    I would add that Selinexor is based on elegant science. The ph1 data in virtually every cancer tested has strongly suggested drug efficacy. The physician investigators involved with the ph1 studies are very prominent and endorsed Selinexor strongly. It is highly likely that this beneficial effect will be more impressive in ph2 studies involving less "end stage" patients. If you are shorting KPTI, I believe you are making a big mistake.

    Leonard Ellman, MD
    lellman@comcast.net
    Jul 22, 2014. 06:16 PM | Likes Like |Link to Comment
  • Sophiris Bio: Recent Price Action Offers An Attractive Entry Point [View article]
    I have invested in the key competitor, NYMX. The reports on its drug, NX-1207, are a little more robust, and the drug is also being studied for Rx of low grade prostate cancer. HOWEVER, the management and BOD don't hold a candle to SPHS. Moreover, NYMX is very secretive about the results of its studies and there have been multiple delays in reporting results. I'm giving some thought to switching my investment to SPHS. Anyone on the board have thoughts about NMMX?
    Feb 2, 2014. 03:45 PM | Likes Like |Link to Comment
  • 3 Sources Of Revenue For Incyte [View article]
    I practiced Hematology for 40 years. It is very rare for a patient with polycythemia vera to not be adequately managed with hydrea, which is generally well tolerated and is an inexpensive generic. I think the estimates for Jakafi in PV are wildly exaggerated.
    Jul 31, 2013. 10:53 PM | Likes Like |Link to Comment
  • Dendreon: Startling Results Sequencing Provenge After Medivation's Xtandi [View article]
    You are making a recommendation based on a single case report?
    Good luck to you.
    Feb 25, 2013. 08:34 AM | Likes Like |Link to Comment
  • Pharmacyclics Valuation Jumps Over $1 Billion On Newest Developments [View article]
    sorry for the technical glitch....I will continue:
    I think it is highly likely that Ibrutinib will prove to be effecgtive in myeloma, expanding its market in a major way. I completely agree with the multiple analysts who have a price target of >$100
    Feb 20, 2013. 04:45 PM | 1 Like Like |Link to Comment
  • Pharmacyclics Valuation Jumps Over $1 Billion On Newest Developments [View article]
    I have practiced hematology for 45 years and witnessed the development of Rituxan and Glevac. Ibrutinib is in the same league.
    I think analyst estimates of 5 bio in sales are low. Patients will clamor for this highly effective drug with minimal side effects. There was a significant drop in share price in early December when ASH abstracts were released and initial studies on multiple myeloma suggested lack of benefit from ibrutinib. These patients were extremely advanced
    Feb 20, 2013. 04:42 PM | 1 Like Like |Link to Comment
  • Why Amarin Could Heat Up This Month [View article]
    you are correct, I confused Anchor with Reduce It. I will be much older before Reduce-it results become available.
    Feb 6, 2013. 07:50 PM | Likes Like |Link to Comment
  • Why Amarin Could Heat Up This Month [View article]
    John535 and Brian, what am I missing- how will approval of the sNDA lead to increased sales in the near future? When do you think there ail be preliminary data from Anchor?
    Feb 6, 2013. 12:05 AM | Likes Like |Link to Comment
  • Why Amarin Could Heat Up This Month [View article]
    Brian, I really appreciate your articles. This is the first time I think you have made a specious argument. Approval of the sNDA for the Anchor study does next to nothing to generate increased sales for Vascepa. It will take a minimum of 3-4 years to see any meaningful results from the study. If Anchor eventually proves to be successful,
    Amarin will be a rocket. Please let me know if I am missing something.
    Feb 5, 2013. 01:34 PM | Likes Like |Link to Comment
  • The Latest On Amarin - How Will The Investment Pay Off? [View article]
    CYCC has enough capital to finance operations for the next year according to their public statements.
    I think Sapa is an under appreciated asset with significant potential in AML and MDS. Sapa is in phase III for AML under an SPA, which means that it automatically gets approved if it meets pre-set objectives.
    At only 44 mil cap, I think it has big potential
    Nov 28, 2012. 08:26 PM | 1 Like Like |Link to Comment
  • Stocks, Commodities, Forex: Key Market Drivers, September 6 - 10, 2010 [View article]
    I would be interested where you think you are finding value
    Sep 6, 2010. 01:38 PM | Likes Like |Link to Comment
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