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  • Martin Shkrelli new chief of KaloBios; up to $13M in funding committed [View news story]
    Maybe he is taking control to do a licensing deal with Turing or some type of deal? That way he can keep 1 company public and 1 private for the time being. Not exactly a reverse merger but the only thing that comes to mind.
    Nov 20, 2015. 10:20 AM | Likes Like |Link to Comment
  • Urban Outfitters jumps into the pizza chain business [View news story]
    "Urban Pizza outfitters"
    Nov 16, 2015. 02:42 PM | Likes Like |Link to Comment
  • Astellas Pharma buys Ocata Therapeutics for $8.50 per share in cash [View news story]
    Shout out to Mako Research:
    Nov 10, 2015. 09:17 AM | 5 Likes Like |Link to Comment
  • Valeant to host investor update tomorrow [View news story]
    Provide a link to this proof. of PDLI
    Nov 9, 2015. 03:42 PM | Likes Like |Link to Comment
  • Is Valeant Headed For Financial Trouble Or Merely Ignorant Of Its Contractual Obligations? [View article]
    Great find and good research on VRX as always.
    Nov 5, 2015. 10:08 AM | 3 Likes Like |Link to Comment
  • What's Wrong With Tokai Pharmaceuticals? [View article]
    Looks like market does not agree either regardless of the short interest, which I think is high due soley to having one drug in pipeline
    Nov 3, 2015. 01:11 PM | Likes Like |Link to Comment
  • What's Wrong With Tokai Pharmaceuticals? [View article]
    1.)You have to consider the Hopkin's data as well so the total is more than 6 patients.

    2.)rPFS I would imagine would be included in the discussion with the FDA before beginning the trial

    3.)The trial is 90% powered to detect 82% incease in rPFS

    I am not convinced on the short thesis......
    Nov 2, 2015. 04:08 PM | 1 Like Like |Link to Comment
  • What's Wrong With Tokai Pharmaceuticals? [View article]
    I do not understand the evil in a retrospective analysis. If you find out there is a subset of patients that respond and you are able to identify them, what is the problem? Also If The drug is on par with enzalutamide without identifying ARV7, but clearly is superior in a subset of patients(ARV7+) would it not be a better strategic plan to go after this subset?
    Nov 2, 2015. 11:43 AM | 4 Likes Like |Link to Comment
  • CVS terminates Philidor Rx from network; Valeant down 5% [View news story]
    Can you please provide link?
    Oct 29, 2015. 04:30 PM | 2 Likes Like |Link to Comment
  • Theravance Biopharma's Cryptic New Partnership With Celgene [View article]
    I don't follow this stock whatsoever, but when it comes to Hep C they are miles behind and even though it may seem like the best use of assets I think it is silly waste. We have GILD leading the way with next gen combinations(pan-genot... in trials. Merck is also coming to market next year. BMY currently has the best NS5A inhibitor, but ultimately you need a combination therapy and GILD currently has the best NS5b inhibitor. Lastly COCP has better technology and I am willing to bet it will be better than GILD's treatment. What do GILD, Merck and COCP drugs have in common? ray schinazi
    Oct 28, 2015. 10:54 AM | Likes Like |Link to Comment
  • Theravance Biopharma: A Treasure Trove Under The Radar [View article]
    haha well said
    Oct 26, 2015. 10:05 PM | Likes Like |Link to Comment
  • Valeant: 70% Downside And Shocking New Information To Explain The Drug Price Increases And Subpoena [View article]
    How can you be so confident in your article but have not have a position..........
    Oct 22, 2015. 10:50 AM | 6 Likes Like |Link to Comment
  • Valeant: Could This Be The Pharmaceutical Enron? [View article]
    Are you a buyer then?
    Oct 21, 2015. 01:32 PM | 3 Likes Like |Link to Comment
  • Ziopharm: Why Is No One Modeling The 'New' Ziopharm? [View article]
    You have a link to this blogger?
    Sep 25, 2015. 02:09 PM | Likes Like |Link to Comment
  • Why Did Gilead Sciences Raise $10 Billion In Debt? [View article]
    You guys are right it was Pfizer. Also CELG and BMY are 100 billion market cap companies. A deal with a 20% premium is still twice as big as the wyeth buyout. No way it would happen.
    Sep 11, 2015. 09:00 AM | 11 Likes Like |Link to Comment