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Bio Burt

Bio Burt
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  • What The Snubbing Of Hyaluronic Acid By The AAOS Means For Investors [View article]
    "All one has to do is read Bio Burt's comments, particularly those on Ampion, to realize he has no credibility."

    Interesting. What, specifically about my comments is incorrect? Everything I say is supported by SCampe's own presentations.
    Jun 27 02:18 AM | Likes Like |Link to Comment
  • What The Snubbing Of Hyaluronic Acid By The AAOS Means For Investors [View article]
    The press release you cite says the difference between the Scampion arm and baseline was statistically significant, not that the difference between placebo and Scampion was statistically significant. It does say the difference between Scampion and placebon had p = 0.04 at day 84, but did not specify day 30. If you look closely at errors bars in presentation they clearly overlap.
    Jun 26 12:43 PM | Likes Like |Link to Comment
  • What The Snubbing Of Hyaluronic Acid By The AAOS Means For Investors [View article]
    "Patients that received Ampion injections had a statistically significant improvements in pain at both of these time points (p < 0.05)"

    Is this correct? If you look at AMPE investor presentation it does show a statistically significant benefit at 84 days, but not at 30 days. http://bit.ly/16ze9pN, specifically page 10.

    You should look into AMPE. The whole company appears to be a shell game.
    Jun 26 08:49 AM | Likes Like |Link to Comment
  • LPath's Form / Fill Delay Disappoints Investors: Long-Term Buying Opportunity? [View article]
    Looks like the company now says August to restart study, though even that seems optimistic. At least they got the secondary out of the way.
    Mar 12 11:24 AM | Likes Like |Link to Comment
  • Modeling Shows Depomed Undervalued [View article]
    Good luck with that. Let's check back for week of 3/30. Pretty sure you'll see TRx still on the bear line.....
    Mar 9 01:18 PM | Likes Like |Link to Comment
  • Modeling Shows Depomed Undervalued [View article]
    you should look more closely at your chart. The bear forecast shows a continuation of the current trend, which is most likely.
    Mar 9 10:57 AM | Likes Like |Link to Comment
  • Modeling Shows Depomed Undervalued [View article]
    Regrading your Gralise forecast, if you look at historic TRx by week, it seems to already be following a logarithmic trajectory.

    Is there even 1 historic example of a drug launch for which the slope magically jumped up 3+ months post-launch?
    Mar 9 09:53 AM | 1 Like Like |Link to Comment
  • 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?
    Feb 23 08:34 AM | Likes Like |Link to Comment
  • Bydureon Physician Survey: Results Yield Insight Into Launch Trajectory [View article]
    " 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?
    Feb 23 01:24 AM | Likes Like |Link to Comment
  • Bydureon Physician Survey: Results Yield Insight Into Launch Trajectory [View article]
    Your $1.1 billion estimate for 2012 revenue is a little high compared with consensus estimates of $685 million for total AMLN revenue.

    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.
    Feb 22 09:55 AM | Likes Like |Link to Comment
  • Big Money Potential In Chelsea Therapeutics [View article]
    They filed their 2010 10-K on March 2, 2011: http://1.usa.gov/wTBT7H

    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.
    Feb 7 01:12 AM | Likes Like |Link to Comment
  • Big Money Potential In Chelsea Therapeutics [View article]
    From recent 10-k: "While we do not intend to conduct additional trials or make further investments in the development of CH-1504".

    That does not sound like a drug in development.
    Feb 6 03:31 PM | Likes Like |Link to Comment
  • 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.

    Cash will be an issue.
    Feb 2 11:32 AM | Likes Like |Link to Comment
  • Savient Pharmaceuticals: Value Play Or Value Trap? [View article]
    "I think we can hit 4-5 MM for Q4 2011"

    Little short there, at ~$3 mill.

    At some point this may be a buy, but could take a while.
    Feb 1 08:48 AM | Likes Like |Link to Comment
  • AEterna Zentaris Is A Greatly Undervalued, Must-Buy Biotech [View article]
    Hows' the buyout by Roche going?
    Jan 30 03:19 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
327 Comments
159 Likes