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biochemist

biochemist
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  • Total Return BDCs For Q3 2014: Part 1 [View article]
    Totally agree with rosenose.

    Long PSEC and MAIN
    Jul 12 01:53 PM | 1 Like Like |Link to Comment
  • Pfizer: Pfine With Or Without AstraZeneca [View article]
    Agree popster76 - thanks for sharing your knowledge
    Jul 7 05:27 PM | 1 Like Like |Link to Comment
  • Bristol-Myers Squibb May Be Fast-Tracking Its Promising Cancer Drug [View article]
    Thanks for the clarification Steve. I don't believe that varlilumb was part of the study protocol for CheckMate-066, the recently stopped trial.

    BMS, MRK, and Roche have all announced breakthrough therapy designations for their molecules in different tumor types. Varlilumab is not included in any of those studies to my knowledge either.
    Jul 7 05:25 PM | Likes Like |Link to Comment
  • Bristol-Myers Squibb May Be Fast-Tracking Its Promising Cancer Drug [View article]
    steven russo - I'm sorry, but I don't see how your comment makes any sense. Could you please elaborate? What does varlilumab have to do with nivolumab? Why do you think that Celldex "has the shot in the arm.. that BMS needed.."? I don't see any connection whatsoever. Thanks.
    Jul 6 03:20 PM | Likes Like |Link to Comment
  • Bristol-Myers Squibb May Be Fast-Tracking Its Promising Cancer Drug [View article]
    blablah - It is still very early in the testing stages of the anti-PD1/anti-PDL1 antibodies to make this claim. Companies testing these molecules have already reported positive results in colorectal cancer. The class may turn out to be effective in multiple tumor types.
    Jul 6 03:15 PM | Likes Like |Link to Comment
  • Bristol-Myers Squibb May Be Fast-Tracking Its Promising Cancer Drug [View article]
    debo954 - My condolences on your father's (I am assuming) colon cancer. It is still early days for testing the efficacy of this class of drugs and all future colorectal cancer suffers owe a debt of gratitude to your father for volunteering to test this new drug.
    Jul 6 03:12 PM | Likes Like |Link to Comment
  • Bristol-Myers Squibb May Be Fast-Tracking Its Promising Cancer Drug [View article]
    First, BMS's recent announcement regarded the early end of a Phase 3 study for melanoma, due to excellent efficacy. BMS's lead program for nivolumab is for non-small cell lung cancer (NSCLC). NSCLC is still on track while the recent announcement potentially means that the melanoma indication may have been able to catch up to NSCLC. So, the overall program has not necessarily accelerated.

    Second, BMS has not appeared to "fast-track" nivo development, it clearly is the most important molecule in their pipeline.

    Long BMS

    Third, use of the term "fast-track" in this context is very misleading as it implies Fast-Track Therapy designation from the FDA, which has not been announced.

    Trefis, I appreciate your work and am a follower on SA, but this was a weak analysis that is quite misleading, IMHO, to uninformed investors
    Jul 6 03:09 PM | Likes Like |Link to Comment
  • Merck: Buy The Dip... But Not Yet [View article]
    At this point, PFE is the better buy.

    Long MRK
    Jul 2 02:59 PM | Likes Like |Link to Comment
  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    Those are all excellent points.
    Jun 29 12:09 PM | Likes Like |Link to Comment
  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    That is correct. You understand my point fully. I understand the rationale behind the approach that ECYT is taking. One hypothesis is that the receptor has a difficult time being recycled into the cell when it is bound to folate that is covalently linked to another moeity (folate-linker-vinblas... I have seen conflicting data on whether or not the vinblastine actually becomes internalized. Different assays performed in different labs yield different results. I would say that the jury is still out. Thank you also for the link to the talk.
    Jun 28 10:27 AM | Likes Like |Link to Comment
  • Pfizer: Pfine With Or Without AstraZeneca [View article]
    Do you mean Wyeth? PFE has the entire Wyeth vaccine business still.
    Jun 26 06:16 PM | 3 Likes Like |Link to Comment
  • Pfizer: Pfine With Or Without AstraZeneca [View article]
    That was the animal health business, Zoetis.
    Jun 26 06:11 PM | 1 Like Like |Link to Comment
  • What Is Annaly's Dividend Payout Over A Full Business Cycle? [View article]
    I first invested in NLY in 2011 and with averaging down I have a cost basis of $16.07 now. I am currently down 27.5% on my invested capital, but I will be back to even by the end of the year due to the dividends returned over that time. Those dividends have been reinvested in other positions that are both dividend payers and above the acquisition prices. For me, I see no reason to sell NLY.
    Jun 25 04:30 PM | 1 Like Like |Link to Comment
  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    The ECYT approach indeed could eventually work out. It may be that a different cytotoxin conjugate could be more effective than the vinca alkaloid approach used for vintafolide. ECYT had promising early data, however now they have had a large Phase 3 trial stopped due to lack of efficacy. i think that result allows for healthy skepticism in the eventual success of this approach.
    Jun 24 03:24 PM | 1 Like Like |Link to Comment
  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    Those are actually very good questions. I have not seen the Phase 3 data (was it presented in a session at ASCO?). One hypothesis is that folate-receptor-expres... tumors are more sensitive to PLD than non-over-expressing tumors (I have no insights as to possible mechanism). You could be correct that the result was purely a case of statistical luck, but my comment actually calls into question the entire premise of this approach.
    Jun 24 03:20 PM | Likes Like |Link to Comment
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