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pslice84

pslice84
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  • Marina Biotech: A Forgotten And Grossly Undervalued Game Changer [View article]
    Worth considering they have struggled to be taken seriously. Steve Newby is hardly up there in terms of famous healthcare investors. Nice to have someone buy into the story, but don't confuse that with legit healthcare funds in the name. They have $3.6M in the bank, so they could really use a licensing deal since they didnt get much in exchange from ProNAI or Mirna.
    Nov 26, 2014. 11:58 PM | Likes Like |Link to Comment
  • Regulus To See Further Declines [View article]
    From the Nature paper

    "Owing to the high genetic diversity of HCV in a single patient, we would expect this polymorphism to also be present within patients before treatment with any anti-​miR-122 therapy. Thus, we would expect the emergence of A28 in individuals infected with HCV strains containing G28. Although we know that ​miR-122 is highly abundant in bulk liver samples, the expression of ​miR-122 may vary between hepatocytes and this would give some mutants a replicative advantage. This may account for the higher prevalence of HCV variants with the G28A genotype."

    http://bit.ly/1t5Aq8W

    "Therefore, combinations of or even single mutations in the 5′ UTR S1 reduced the antiviral effect of miR-122 antagonism."

    MicroRNA-122 antagonism against hepatitis C virus genotypes 1–6 and reduced efficacy by host RNA insertion or mutations in the HCV 5′ UTR

    http://1.usa.gov/1t5Aqpa
    Nov 19, 2014. 02:53 PM | Likes Like |Link to Comment
  • Regulus To See Further Declines [View article]
    "Contrary to expectations, they found that ***depleting the supply of miR-122 could trigger drug resistance with the emergence of HCV strains able to infect cells with negligible levels of the microRNA***"
    Nov 19, 2014. 02:52 PM | Likes Like |Link to Comment
  • Regulus To See Further Declines [View article]
    They do not have the best track record. Baker Bros, QVT, Perceptive, Broadfin are all better shops.
    Nov 19, 2014. 01:28 PM | 1 Like Like |Link to Comment
  • Regulus To See Further Declines [View article]
    Forgot to mention RGLS CEO used to be CEO of ANDS, where he sold $1M shares prior to bad data in 2006. Very sketchy.
    Nov 19, 2014. 01:28 PM | 2 Likes Like |Link to Comment
  • Regulus Therapeutics misses by $0.03, misses on revenue [View news story]
    Bookrunners from their offering pumped the stock the past few days. Hype dying off.

    They have no future in HCV.

    FDA just approved Olysio combination with Sovaldi in genotype 1 HCV. What insane doctor in the US would enroll a patient in their trial(Olysio+RG-101)? It's pretty close to unethical given this and Harvoni. So they will rely on failures of Harvoni/ABBV/Sovaldi+O... regimens? Good luck with that!
    Nov 5, 2014. 11:24 PM | Likes Like |Link to Comment
  • Regulus Therapeutics' RG-101 Poses Liver Cancer Risk [View article]
    $RGLS HCV program will have the same fate as Santaris Miravirsen (SPC3649)


    "Nevertheless, the clinical efficacy on the long-term remains of great importance regarding the potential risk of HCC development. In fact, the theoretical risk to induce HCC by miR-122 suppression is the main reason why the Food and Drug Administration now requests a total follow-up duration of five years for patients treated with anti-miR-122 therapy. Since the initial follow-up period of these patients was 18 weeks, this study provides important additional clinical and safety information of the first patients treated with anti-miR therapy."

    http://bit.ly/1tlAu7V
    Oct 23, 2014. 01:15 PM | Likes Like |Link to Comment
  • Arrowhead plunges on hep B drug data [View news story]
    $ARWR lack of dose escalation? mean change on day 85 for 1mg/kg at -31% vs 2mg/kg at -22%
    Oct 8, 2014. 10:54 PM | Likes Like |Link to Comment
  • Arrowhead plunges on hep B drug data [View news story]
    Where is the dose effect?

    Mean change on day 85 for 1mg/kg at -31% vs 2mg/kg at -22%
    Oct 8, 2014. 10:54 PM | Likes Like |Link to Comment
  • Arrowhead plunges on hep B drug data [View news story]
    LOL , drug didnt do anything and you have guys saying it isnt over yet. A lot of hype from management sure to come
    Oct 8, 2014. 10:54 PM | Likes Like |Link to Comment
  • Has The Tekmira Pharmaceuticals Ebola Trade Run Its Course? [View article]
    They only have 1 more course. The manufacturer says it'll take MONTHS to increase production.

    http://bit.ly/1qVR4vP
    Aug 5, 2014. 08:48 PM | Likes Like |Link to Comment
  • Why Retrophin Makes Me Uncomfortable [View article]
    Suggest you do some actual research.

    1- Cash quoted in the article is entirely inaccurate. They raised ~$40M in January.

    "On January 9, 2014, we completed a public offering of 4,705,882 shares of common stock at a price of $8.50 per share. We received net proceeds from the offering of $37,399,997, after deducting the underwriting discount and other estimated offering expenses of $2,600,000. Our common stock is listed on the Nasdaq Global Market under the symbol “RTRX.”"

    1b - You are backing out the full amount of the Manchester deal without actually looking at the full details.

    "Under the terms of the agreement, the Company paid $29.5 million upon closing, of which $3.2 million was paid by Retrophin Therapeutics International LLC, a newly formed indirect wholly owned subsidiary, for rights of product sales outside of the United States. The Company entered into a promissory note with Manchester principals for $33 million to be paid in three equal installments of $11 million within three, six, and nine months after closing. Additional contingent payments will be made based on product sales. The Company expects to raise additional funds through a public equity offering, a private equity offering, and/or debt financing to satisfy its short term obligations."

    2- Just from looking at your articles, it's pretty clear your familiarity with biotechs is close to zero.

    3- Smart investors average UP on great companies.
    Apr 9, 2014. 09:47 PM | Likes Like |Link to Comment
  • Newlink Genetics' Pancreatic Cancer Vaccine Likely To Disappoint Investors In 2013 [View article]
    it is concerning that none of the major pancreatic KOLs are participating in the study.
    Jun 26, 2013. 09:01 PM | Likes Like |Link to Comment
  • Alnylam: Further Evidence That The Stock Is Overvalued [View article]
    @SeekingValue - You also fail to mention what the money means to each party. ISIS really needs the money, ALNY did not. However, Alnylam management/team are quite incompetent when it comes to doing actual drug development, they need Genzyme to show them the ropes.

    Alnylam is a wildly speculative stock.
    Nov 20, 2012. 11:02 AM | Likes Like |Link to Comment
  • More Uncertainty Ahead For Threshold [View article]
    When drugs have overlapping toxicities, it is typically not going to be possible to combine them at therapeutic doses.

    @ TruffelPig - After reviewing your previous comments, it's pretty clear that you are endlessly biased on all your stocks. Maybe take a step back. Threshold is behind both ZIOP (by > 1 year) and CELG (by > 2.5 years) with a drug that doesnt look better than either.
    Nov 15, 2012. 03:24 PM | Likes Like |Link to Comment
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