Buy Discovery Labs Before March 6 PDUFA Date [View article]
"You are right that DSCO has not filed the exact information on their effort to validate the frBAT. They have shown graphs that are indicative of the data that they have generated, but not the exact results."
And there's the important problem. How many times in the past has management thought they would get approval for surfaxin? Why would anyone believe them now? What has really changed?
" Bydureon was only slightly lower in efficacy in one Duration trial out of 6 (one head to head) against Victoza "
Really? wasn't the difference 1.3% to 1.5%? That seems like a 15% difference to me.
"was a trial under Lilly's authority, that calls into question the validity of the trial"
Really? You think LLY would be biased against it's own best economic interest? That's an interesting take. Or do you think AMLN has more credibility than LLY, with decades of experience in diabetes?
"And totally clueless your comment about byetta losing all sales to bydureon that I will not even clue you in....lol. "
How is this consistent with your logic that weekly dosing is somehow better?
The reference to 1504 not longer being developed is on page 11, very first line.
Also, you write "Both CH-1501 and CH-4051 are biologics.". This is completely incorrect, as they are both small molecules. A clue to this may may have been when you wrote "The company's molecule products include a portfolio of metabolically inert antifolate molecules consisting of CH-1504 and CH-4051, which are orally available molecules". Can you name a single orally available biologic? Maybe think about that a moment.
LPath's Form / Fill Delay Disappoints Investors: Long-Term Buying Opportunity? [View article]
Bad luck for LPTN. I think this is an interesting drug, but I think management is being naive in thinking it will only take 4 to 6 months to resolve this.
Transcept Wins FDA OK For Insomnia Drug, What's Next? [View article]
Glad you learned a lesson from AVNR.
Intermezzo will be another example of an approved drug that no one buys. Patent protection is just as weak, and expect paragraph 4 challenges in a few months.
LPath's Form / Fill Delay Disappoints Investors: Long-Term Buying Opportunity? [View article]
Modeling Shows Depomed Undervalued [View article]
Modeling Shows Depomed Undervalued [View article]
Modeling Shows Depomed Undervalued [View article]
Is there even 1 historic example of a drug launch for which the slope magically jumped up 3+ months post-launch?
Buy Discovery Labs Before March 6 PDUFA Date [View article]
And there's the important problem. How many times in the past has management thought they would get approval for surfaxin? Why would anyone believe them now? What has really changed?
Bydureon Physician Survey: Results Yield Insight Into Launch Trajectory [View article]
Really? wasn't the difference 1.3% to 1.5%? That seems like a 15% difference to me.
"was a trial under Lilly's authority, that calls into question the validity of the trial"
Really? You think LLY would be biased against it's own best economic interest? That's an interesting take. Or do you think AMLN has more credibility than LLY, with decades of experience in diabetes?
"And totally clueless your comment about byetta losing all sales to bydureon that I will not even clue you in....lol. "
How is this consistent with your logic that weekly dosing is somehow better?
Bydureon Physician Survey: Results Yield Insight Into Launch Trajectory [View article]
Did you ask physicians if they were worried that Bydureon does not control A1c as well as Victoza? This seems a pretty serious issue.
I think it's hard to imagine that Bydureon won't first take all of Byetta's market share.
It will be interesting to see in a few quarters how close your estimates are. My guess is they are hopelessly optimistic.
Big Money Potential In Chelsea Therapeutics [View article]
The reference to 1504 not longer being developed is on page 11, very first line.
Also, you write "Both CH-1501 and CH-4051 are biologics.". This is completely incorrect, as they are both small molecules. A clue to this may may have been when you wrote "The company's molecule products include a portfolio of metabolically inert antifolate molecules consisting of CH-1504 and CH-4051, which are orally available molecules". Can you name a single orally available biologic? Maybe think about that a moment.
Big Money Potential In Chelsea Therapeutics [View article]
That does not sound like a drug in development.
LPath's Form / Fill Delay Disappoints Investors: Long-Term Buying Opportunity? [View article]
Cash will be an issue.
Savient Pharmaceuticals: Value Play Or Value Trap? [View article]
Little short there, at ~$3 mill.
At some point this may be a buy, but could take a while.
AEterna Zentaris Is A Greatly Undervalued, Must-Buy Biotech [View article]
Teva Positioned to Acquire Spectrum Pharmaceuticals? [View article]
Transcept's Intermezzo Has Significant Long-Term Potential, But What About 2012? [View article]
It's not a new drug, it's Ambien.
Transcept Wins FDA OK For Insomnia Drug, What's Next? [View article]
Intermezzo will be another example of an approved drug that no one buys. Patent protection is just as weak, and expect paragraph 4 challenges in a few months.