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frontiers

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  • Maxim's $22 Price Target On Achillion Is Far From Realistic [View article]
    " I wrote about fundamentals"

    No, Gefvert, you did not, nor would I expect you to ... you have NO clue about the fundamentals ... and you do not have the educational background, training, nor the experience to comment on the fundamental science behind any biotech ..

    RA's selling has no bearing on the 3422 trial underway ... RA does not have any access to the data from the trial being run in NZ by Ed Gane ... RA is a hedge fund that acts in the best interest of its shareholders ... I have no knowledge of how they arrived at their decisions ... do you????

    Final thought ...

    I expect 3422 will pan out and show a safety profile and log 10 viral load reduction over 7 days similar to sovaldi ...
    Oct 4, 2014. 11:33 AM | 1 Like Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    "if it's not better in some sense, why would any drug company pay $2B or more for it knowing they would be going up against GILD and other big pharma who are getting drugs to market very soon?"

    HCV drugs are used in a combo, usually NS5B + NS5A, may include a NS3/4A PI as well... a nuke is needed to prevent build-up of resistance ... MRK is developing a combo of IDX 21437 + MK8742 (NS5A) + MK5172 (PI) to compete with GILD's combo of sovaldi + ledipasvir (NS5A) ... other companies can use ACH 3422 in the combo and compete equally well with GILD or MRK ... HCV is a $250 billion market in the US and probably as big in the ROW ... YES, most certainly any drug company will gladly pay far in excess of $4 billion to acquire ACHN for 3422 after its POC ... a reasonable valuation would be $6-10 billion ... You can keep watching from the sidelines!!!
    Sep 22, 2014. 10:46 AM | 2 Likes Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    Any article is fine, bearish or bullish, as long as the author makes sense ... this author makes no sense at all ... and his past history on ACHN articles provides more non-sense ... which fits a pattern of making up assertions to mislead the readers (those gullible enough) and to support his short positions ...
    Sep 22, 2014. 10:34 AM | 2 Likes Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    "ACH-3422 is irrelevent unless it is proven to be better than sofosbuvir"

    A baseless assertion that is NEGATED by the fact that IDX-21437 was so relevant to MRK after its P1 POC (same stage that 3422 is in) that they acquired the company for $3.85 billion (which works out to $40 pps for ACHN)!

    "which will take a long time and money invested in later stage trials"

    HCV will continue to be a BIG market for years to come and attractive enough for big pharma to make acquisitions ...

    "Phamacology is complex, you never know these outcomes until you test with large enough sample sizes."

    You are a buffoon ... I know MORE about this than you think!!!
    Sep 18, 2014. 10:22 AM | 3 Likes Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    "What's this great insight you have into 3422, frontiers?"

    far more than you ever will ... and it's based on information and facts about the pharmacology, mechanism, pre-clinical data, and possible structure that I have dug up from the open literature ... I have compared 3422 with sofosbuvir and failed drugs like PSI-938 and VX-135 ... it's far too much for you or Gefvert to ever understand ...
    Sep 17, 2014. 10:39 AM | 4 Likes Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    I don't care for "analysis" based on call and put option prices since such options are placed by speculators anyway. I rely on my own DD and thorough study of all the facts I can dig up ... there's a lot out there if you know where to look!!! And what I have found leads me to believe that 3422 will pan out.

    BTW ACHN is up 6% as I write this ... the market chose to ignore this hack piece on SA ...
    Sep 16, 2014. 02:43 PM | 2 Likes Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    My guess is that ACHN will be acquired for $4-10 billion or $40-100 pps ... the likely bidders include Roche, BMY, J & J, ABBV, and others that lack a nuke and desperately need one to complete their HCV portfolio ...

    I do hope that Gefvert and his short cronies hang on to their short positions going into 3422 results and eventual buyout ...
    Sep 16, 2014. 10:56 AM | 6 Likes Like |Link to Comment
  • If Achillion's Hep C Nucleotide Isn't Best In Class, The Stock Is Worth Low Single Digits [View article]
    Seems Gefvert has learnt nothing since his disastrous article on ACHN in June ... where he attacked Maxim's $22 price target with unfounded assertions ... since that article ACHN has been upgraded by numerous analysts (UBS, Credit Suisse, Deutsche Bank) who have named it as an M&A target, and the pps has risen more than 100%.

    In the latest hack piece, Gefevert makes some new baseless assertions, in particular, that 3422 needs to be superior to sovaldi to win ... sovaldi shows a log 10 viral load reduction of 4.2 at 400 mg QD ... IDX 21437 shows 3.8-4.5 depending on the particular data you read ... in any case, these NS5Bs are used in conjunction with a NS5A (ledapasvir, samatasvir, etc.) in a combo ... a PI may also be included ... the combo provides a total log 10 viral reduction of 7-8, usually in 6-12 weeks treatment time ... hence a NS5B nuke does not need to take the entire burden of viral load reduction anyway ... the 3422 trial is progressing well and due to report results in a few weeks ... 3422 is a close analog of sovaldi and expected to have equivalent efficacy and safety ... it is also pan-genotype ...

    It is obvious from this article that Gefvert, as usual, is blissfully ignorant of the science or facts but that does not stop him from pretending to be an expert and writing articles to support his short positions ... I am thankful that SA articles like one are not carried on Yahoo any more and cannot mislead the readers there.
    Sep 16, 2014. 10:28 AM | 5 Likes Like |Link to Comment
  • Maxim's $22 Price Target On Achillion Is Far From Realistic [View article]
    Gefvert says " The news today was that ACHN's protease inhibitor works, but I don't think that's very valuable."

    Totally WRONG!!! The news of August 15th was on the ACH 3102 + sofosbuvir trial. 3102 is an NS5A inhibitor, not a protease inhibitor!!! Just another data point that shows Gefvert does not know or care about about the content of his articles or posts. It's authors like this that have given SA a bad rap.

    Anyway, getting back to the trial in question, sofosbuvir was a proxy for ACH-3422 in this trial. The results show that ACH-3102 beats Gilead's ledapasvir in this 8 week trial, and it did so at a lower dosage -- ledapasvir is dosed at 90 mg QD versus 50 mg QD for 3102. After the 3422 POC is completed this fall, ACHN will start a Phase 2 trial with 3422 (dose TBD) + 3102 (50 mg QD) +/- 2684 (dose TBD) for a 6-8 week trial that could well beat the best combo from Gilead!!!!!!!

    Gefvert, you should stick to your own area of expertise (whatever that is) and refrain from commenting on biotech and other subjects you know nothing about.
    Aug 18, 2014. 04:03 PM | 1 Like Like |Link to Comment
  • Maxim's $22 Price Target On Achillion Is Far From Realistic [View article]
    "I'm article is on the long term result, not short term share price fluctuations on hype or PRs."

    Hey Gefvert, you should know that I have been focused on ACHN for the LONG term -- the 3422 POC completion and buyout -- from the day I started investing in ACHN back in February. I was convinced from my own DD that ACHN's drug candidates (3422, 3102, 2684) were as good or better than Gilead's and this company was worth between $40-110 pps -- the lower limit set by the IDIX acquisition and the upper by VRUS. My average was about 3.1 and I added in the 6.8s and 7.5s, now at average 3.4. I have a TON of shares, have not sold one, and plan to hold all until the buyout because I am convinced of the merits.

    You on the other hand have no real knowledge or background in biotechs, yet you chose to write an SA article with the only purpose of supporting your short position (in the 7s?) and benefiting from it in the SHORT term from the hit you caused by misleading ignorant readers of your article.

    It's certainly good to know that Yahoo will not be carrying SA articles in their headline stream any more, and that writers like you can no longer mislead Yahoo readers.

    If you still hold a short position in ACHN, you and and your cronies will lose financially big time. Worse still you have personally lost all credibility with this article and all the comments you have posted here and on twitter in support of your short position!!!
    Aug 18, 2014. 10:58 AM | 2 Likes Like |Link to Comment
  • Maxim's $22 Price Target On Achillion Is Far From Realistic [View article]
    Pinnacle, just to keep things straight, here's a quote from a recent article by Eli Hoffman explaining the separation from Yahoo --

    An End To Our Relationship With Yahoo, A New Era For Equity Research
    Jul. 25, 2014 10:43 AM ET
    "Dear contributors, As of next Monday Yahoo Finance will no longer be displaying Seeking Alpha headlines on its website. To be clear, this was their decision."

    Is there any part of this you do not understand?

    I firmly believe that this article was written by Gefvert solely to mislead ignorant readers about Achillion and thereby support his own short position in the stock.

    Gefvert has no credentials to write about biotech as he amply demonstrated in his responses to my comments. It's articles like this one that gives SA a bad name ... no wonder Yahoo terminated the relationship!!!
    Aug 4, 2014. 10:54 PM | 1 Like Like |Link to Comment
  • Maxim's $22 Price Target On Achillion Is Far From Realistic [View article]
    Good to know that Yahoo Finance will not be carrying the articles from Seeking Alpha in their headlines stream any more as of next week ... this article was written by a self-styled "expert" with little real knowledge of biotechs and meant to deliberately mislead with the purpose of supporting author's short position in the stock ... it's articles like this one that finally convinced Yahoo to kick SA off their headlines stream ... well done Yahoo!!!!
    Jul 26, 2014. 10:52 AM | Likes Like |Link to Comment
  • Maxim's $22 Price Target On Achillion Is Far From Realistic [View article]
    Nonsense ... RA sold about 3.5 % or so of their position.. they are still holding the remaining 97% ... will you ever stop misleading the readers?
    Jul 25, 2014. 10:26 PM | 1 Like Like |Link to Comment
  • Maxim's $22 Price Target On Achillion Is Far From Realistic [View article]
    Yes, Gefvert has been shown by the market to completely WRONG on his ACHN call in just 6 days!!!

    And he will be shown to be WRONG on ACHN all through the summer and fall of 2014!!!

    Stay tuned!!! You will find out what I mean ....
    Jun 22, 2014. 12:59 AM | Likes Like |Link to Comment
  • Maxim's $22 Price Target On Achillion Is Far From Realistic [View article]
    While people are focusing on the 3422 POC trial there's another important trial underway ... The sofosbuvir (Gilead) + ACH 3102 trial ongoing now will read out this summer ... I'm 100% certain the results will be spectacular ... as you may know, sofosbuvir is being used in the trial as a stand-in for their own nuke 3422 which is going thro POC trials now ... they will then run a trial of 3422 + 3102 +/- 2684 ... more fireworks to come .. and I don't mean the 4th of July :)))
    Jun 21, 2014. 01:56 PM | 1 Like Like |Link to Comment
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