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biochemist

biochemist
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  • Roche's atezolizumab successful in mid-stage lung cancer study [View news story]
    More excellent news for lung cancer patients.
    Aug 23, 2015. 05:38 PM | Likes Like |Link to Comment
  • Hep C Assets Boost Merck's Future Prospects [View article]
    I don't know who did the pipeline analysis, but it does not seem to include the anti-PD-1 antibodies from both BMS and MRK. These are both well ahead of Roche's and AZN's anti-PD-L1 antibodies and are currently being tested in multiple Phase I, II, and III studies. I appreciate the author's analysis, but these omissions by themselves lead to a weak analysis at best. I am eager to hear the author's rationale for the exclusion.
    Aug 22, 2015. 06:00 PM | Likes Like |Link to Comment
  • Hep C Assets Boost Merck's Future Prospects [View article]
    What about AMGN?
    Aug 22, 2015. 05:56 PM | Likes Like |Link to Comment
  • Are You Paying Too Much For Merck? [View article]
    I agree with the author's thesis that MRK is over- to fully valued at current levels.

    Long MRK
    Aug 20, 2015. 06:02 PM | Likes Like |Link to Comment
  • Are You Paying Too Much For Merck? [View article]
    Agree Craig - AIDS is now, and has been for years, a manageable disease. Also, there are no MRK drugs for "drugs for HIV prevention". Truvada is the only FDA approved drug (tenofovir/emtricitabine combination) for HIV prevention, developed by GILD.
    Aug 20, 2015. 05:56 PM | Likes Like |Link to Comment
  • Shell's Arctic drilling plan too risky, ex-BP boss Browne says [View news story]
    Good analysis Ray.
    Aug 12, 2015. 06:52 PM | 4 Likes Like |Link to Comment
  • FDA extends PDUFA date for Opdivo expanded label to November 27 [View news story]
    US oncologists are aggressive treaters and often prescribe outside of indication. Plus, US physicians can treat per guidelines (e.g., NCCN) which do not always reflect FDA approved indications.
    Aug 12, 2015. 06:49 PM | 1 Like Like |Link to Comment
  • How Can Annaly Capital Management Increase Returns Without Increasing Risk? [View article]
    CWMF - Thank you for the excellent analysis. Repurchasing is a no-brainer at this point.
    Jul 26, 2015. 05:07 PM | Likes Like |Link to Comment
  • Annaly's BV, Dividend, Risk And Valuation Compared To Several Peers (Post Q1 2015 Earnings) - Part 1 [View article]
    Scott - Really excellent analysis (again). Thank you for the excellent work.

    Long ARR, NLY
    Jul 26, 2015. 05:05 PM | 1 Like Like |Link to Comment
  • Merck's EMEND successful in late stage CINV study in moderately-emetogenic chemo [View news story]
    While Emend is not a big revenue generator for MRK this is still an important result for patients having difficulty tolerating chemotherapy and radiation therapy regimens.
    Jul 1, 2015. 02:18 AM | Likes Like |Link to Comment
  • Ouch! Feds want Novartis to fork over $3.4B to settle alleged False Claims Act violations [View news story]
    I think you're quite incorrect about this. The federal government is very serious about this sort of behavior as the US government (Medicare, Medicaid, VA) is the largest purchase of pharmaceutical products in the US. Medicare/Medicaid legislation is quite specific about prices that can be charged. If NVS engaged in this activity while party to a CIA with the federal government this becomes even more serious.
    Jul 1, 2015. 02:11 AM | Likes Like |Link to Comment
  • Ad Comm green lights Praluent but for narrowed population; Regeneron down 4% premarket [View news story]
    This was an expected result from the Ad Com.
    Jun 14, 2015. 02:46 AM | Likes Like |Link to Comment
  • Ad Comm green lights Praluent but for narrowed population; Regeneron down 4% premarket [View news story]
    DoctoRx - In my experience it is not illegal to perform placebo controlled trials in the US. It is, however, now considered unethical to conduct a study in which a new treatment is compared to placebo alone rather than to provide the placebo patients the current standard of care for their condition along with a placebo to the new therapy being tested. Patients currently enrolling in clinical trials have to sign an informed consent form which indicates that they may either receive the new treatment being tested or a placebo to the new treatment. Without this understanding and the signing of the informed consent the patient cannot enroll in the clinical trial.
    Jun 14, 2015. 02:44 AM | Likes Like |Link to Comment
  • Bayer to sell diabetes unit to Panasonic Healthcare [View news story]
    Good for you SarahSmith3331! A very large part on getting a diabetic state under control is in having and maintaining a significant weight loss from an overweight state.
    Jun 14, 2015. 02:34 AM | Likes Like |Link to Comment
  • GE’s finance exit means billions more for M&A [View news story]
    "M&A" = "Mergers & Acquisitions"
    Jun 14, 2015. 02:11 AM | Likes Like |Link to Comment
COMMENTS STATS
560 Comments
319 Likes