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biochemist

biochemist
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  • EU regulators set Oct. 3 deadline to decide on Eli Lilly, Novartis deal [View news story]
    SA Editors - Thank you for correcting this post to indicate that the deal is for NVS's animal health business. It would be good to send out a correction to the initial posting.
    Sep 1 06:00 PM | Likes Like |Link to Comment
  • Sanofi Bolsters Vaccine Business [View article]
    Thanks for your reply Alan. I agree with you that a more in-depth analysis, as you provided in your article, is valuable to investors. My issue is with the use of the word "bolsters" in the title. To "bolster" is to make something stronger or better through addition, to reinforce. In my mind that implies adding to what you already have, not continued incremental progress of in-house projects.
    Aug 23 01:09 PM | Likes Like |Link to Comment
  • Time To Panic Over Lipitor Litigation? [View article]
    This is nonsense. They have the exact same mechanism of action. Crestor (rosuvastatin) is a more potent inhibitor of HMG-CoA reductase than Lipitor (atorvastatin). They both have differences in their side effect profiles, as do all of the other statins.
    Aug 22 06:15 AM | Likes Like |Link to Comment
  • Sanofi Bolsters Vaccine Business [View article]
    I don't understand how "Sanofi Bolsters Vaccine Business". If the "bolstering" is that SNY reported some positive results for Fluzone, that's weak. If SNY acquired/partnered to add a promising vaccine(s0 to its portfolio then the article title would be justified. Very misleading (intentionally?) title in this instance. Perhaps that explains the lack of comments.
    Aug 21 06:20 PM | Likes Like |Link to Comment
  • Merck: Should You Buy It? [View article]
    I would say that MRK is fairly to over-valued due to the stock price surge in January based on the announcement of the pembrolizumab rolling submission with the FDA. That being said, MRK has had 4 approvals this year (Grastek, Ragwitek, Zontivity, and Belsomra announced earlier today), and the PDUFA date for pembrolizumab is October 28, so that would be a 5th approval.

    In terms of HCV, MRK has an approved product in Victrelis and has a very promising pipeline candidate with the MK-5172/MK-8742 combination. The combination has breakthrough therapy designation from the FDA and is the likely next competitor for Solvaldi. Adding the IDIX nucleotide prodrug to the combo will take additional time.

    Long MRK
    Aug 13 08:25 PM | 1 Like Like |Link to Comment
  • Drug Patent Expirations This Week: Pfizer's Nicotine Spray, Transdermal Hormones [View article]
    Thank you for compiling and sharing this information. However, these patent expirations are all essentially non-events.
    Aug 13 08:02 PM | Likes Like |Link to Comment
  • Merck insomnia drug cleared for sale in the U.S. [View news story]
    SA Editors - MRK's insomnia drug is "Suvorexant", with an "r".
    Aug 13 04:02 PM | 2 Likes Like |Link to Comment
  • Why I've Sold Royal Dutch Shell PLC [View article]
    Fair analysis John and thank you for sharing your thinking with us. I originally purchased RDS-A in 2011 in my brokerage account and I will continue to hold.

    I agree with the other commenters about COP and I also consider BP to be of good value at this time.

    Long CVX & RDS-A.
    Aug 9 04:41 PM | 1 Like Like |Link to Comment
  • Merck: The Most Undervalued Company In Pharma [View article]
    TNBO - You do of course know that MRK sold the consumer business to Bayer for $14 billion a short time ago. MRK never has and never will be a consumer business company.
    Aug 7 02:15 PM | Likes Like |Link to Comment
  • Aflac: What's The Story With Risk Management? [View article]
    Thanks Tom for the cogent and sober analysis. I took a position in AFL in January for many reasons (largely undervalued, excellent exposure to Japan, portfolio diversification) and will continue to hold long-term.
    Aug 6 06:59 PM | Likes Like |Link to Comment
  • Merck - Current Valuation Is Based On Future Pipeline, Amidst Poor Current Earnings Quality [View article]
    Agree - Clearly current valuation is based on the promise of pembrolizumab and the HCV combinations. I think that overall there may be a bit brighter of a future in that MRK recently has received approvals for Grastek, Ragwitek, and Zontivity. Odanacatib, not mentioned in the article, could prove to be an important contributor to revenue once approved. That said, a negative result from IMPROVE-IT would wreak the Zetia/Vytorin franchise.
    Aug 6 03:58 PM | Likes Like |Link to Comment
  • CHMP gives thumbs up to IV formulation of Noxafil [View news story]
    A final decision from the EMA actually takes 60 days.
    Aug 6 03:42 PM | Likes Like |Link to Comment
  • A Better Entry Point For Apple Will Become Available For Patient Investors [View article]
    toneguru - That is exactly what I did. I picked up APPL went it went below $400 last April. Now I'll wait for another good entry point.
    Aug 5 02:32 PM | 1 Like Like |Link to Comment
  • My 2 Concerns About General Electric's Synchrony Spin-Off [View article]
    I don't disagree with your point oysters. Current and recent past management should have done something about the finance arm long before now. My point was that Jack Welch was the one who made the decision on turning GM into a bank that nearly went the way of Lehman Brothers.
    Aug 2 01:20 PM | 1 Like Like |Link to Comment
  • How Chevron's Second Quarter Update Impacts Investments [View article]
    Good point Rookie#00. I held CVX when it split in 2004, eventually sold, and got back in earlier this year when it below $120. I've been thinking that a 2:1 split was imminent when it stabilized in the ~$120 range.
    Aug 1 05:43 PM | Likes Like |Link to Comment
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