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biochemist

biochemist
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  • Dispelling Some Of The Myths Surrounding Gilead Sciences [View article]
    All good points DoctoRx. What are your thoughts on HCV treatment moving from being mainly treated by specialists to the community setting? It seems that these new treatments will allow much more diagnosis & treatment in the community setting with much less patient monitoring required.
    Dec 7, 2014. 06:42 AM | 1 Like Like |Link to Comment
  • Dispelling Some Of The Myths Surrounding Gilead Sciences [View article]
    Let me say something about pharmaceutical pricing. Yes, the pharmas are generally reticent to compete on list prices of their products, especially as list prices are publicly available and are used for reference pricing. However, in terms of net pricing with the ABBV entrant into the marketplace you can expect that ABBV management will seriously consider taking non-transparent (i.e., undisclosed) discounts of 20-30% in order to displace GILD's market position. This will put pressure on GILD to discount both list and net price to maintain their market share. Any other entrants to the HCV space will exacerbate this. The payers are very eager to control the budget impact of these new HCV treatments, as evidenced by the recent news that France has placed a yearly cap on the HCV budget. Granted, this is more of an issue outside of the US than within the US, but US payers will be looking for discounting schemes as well from the pharmas.

    Alex, thank you for a well-thought out and well-articulated analysis and thanks to the many thoughtful commenters.
    Dec 7, 2014. 06:38 AM | Likes Like |Link to Comment
  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    pete - please see my comment above. The cell internalization step may not occur when the cancer cells reside in a solid tumor within a whole organism.
    Dec 6, 2014. 04:56 PM | Likes Like |Link to Comment
  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    This is a nice piece of work and published in a premier journal. The issue here is that results in cell culture in optimal laboratory conditions do not always translate into what happens in a human with a cancerous growth. The study described clearly shows that in immortalized cancer cells in cell culture you can get internalization. This may not happen in the real world in a patient where the targeted cells reside with in a solid tumor.
    Dec 6, 2014. 04:54 PM | Likes Like |Link to Comment
  • Annaly: A Yield-Strong Investment Option For An Income-Tilted Retirement Portfolio [View article]
    Good analysis. I own NLY for the long haul, and even with a capital loss I am ahead with accumulated dividends that have been used to continue to build my portfolio. NLY has a place for risk-tolerant income investors. I too own PSEC, KMP (now converted to KMI), and O. I am very comfortable with KMI and O. PSEC is a little more worrisome, but I continue to watch and wait.
    Dec 6, 2014. 06:37 AM | 1 Like Like |Link to Comment
  • Shell's Third-Quarter Results: Good News, But With Hidden Dangers [View article]
    The article clearly states the RDS is exploring in the US Arctic, not the Antarctic.
    Nov 30, 2014. 03:36 PM | Likes Like |Link to Comment
  • Kinder Morgan: The Storm Before The Calm [View article]
    As of now there is only KMI as it has absorbed KMR, KMP, and EPB.
    Nov 30, 2014. 01:13 PM | 1 Like Like |Link to Comment
  • Pfizer Does Not Need AstraZeneca [View article]
    Personally, I think that PFE will eventually go the route that ABT took and break itself up into 2-4 separate entities in order to unlock shareholder value and to allow for growth in the individual new entities. PFE now is too big to show much year-to-year growth.
    Nov 28, 2014. 05:52 PM | 1 Like Like |Link to Comment
  • Pfizer cuts profit outlook after Merck deal [View news story]
    SA Editors - PFE's deal is with German-based Merck KGa, not the US Merck
    Nov 17, 2014. 05:59 AM | 3 Likes Like |Link to Comment
  • Main Street with preliminary Q3 results; sets special dividend [View news story]
    Indeed
    Oct 23, 2014. 12:58 PM | Likes Like |Link to Comment
  • Merck Still Looks Very Expensive [View article]
    That's the right way to do it - you have to look at this as a buying opportunity across the entire market.
    Oct 18, 2014. 07:03 AM | Likes Like |Link to Comment
  • Merck Still Looks Very Expensive [View article]
    retiredpharma - You have your chance today to get back into MRK. ;-)
    Oct 15, 2014. 09:46 AM | Likes Like |Link to Comment
  • Merck Still Looks Very Expensive [View article]
    So Bob is absolutely correct - technical analysis is all well and good, but with pharmas and biotechs it's all about the pipeline. In MRK's case, the increase in P/E across 1Q-2Q 2014 was driven by the unexpected news of the FDA filing for Pembrolizumab for advanced melanoma, ahead of the BMS filing. That event drove the stock price to the ~$60 per share range. The pull back in the last week is most likely due to the high market volatility that we've seen in the past week.
    Oct 14, 2014. 05:34 PM | 1 Like Like |Link to Comment
  • France to tax hep C drug makers in order to curb costs [View news story]
    The relevance was to provide a counterexample to the widely repeated on SA contention that due to the free market the US has the best health care system in the world, and it was actually chopchop0 who brought up the specific example of cancer. I have made no comment about French cancer mortality rates nor have I commented on the ability of SNY to innovate in oncology. Lastly, I still don't understand the point of either your comment here or the comment earlier, much as you seem to have completely misunderstood the points that I was making.
    Oct 8, 2014. 11:20 AM | 1 Like Like |Link to Comment
  • France to tax hep C drug makers in order to curb costs [View news story]
    I'm not sure what your point is here as I am in agreement with you that only the sickest patients will be treated.

    If you are making a point about the French pharma industry struggling to innovate the same is actually true throughout big pharma.

    I'm also not sure what your point is about the deaths in the European heatwave.
    Oct 8, 2014. 11:15 AM | 1 Like Like |Link to Comment
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