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Bill Cunningham 1

Bill Cunningham 1
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  • ModernGraham Quarterly Valuation Of Celgene Corporation [View article]
    Just curious...Are you related to Terrance "wrong way" Flynn, of Goldman Sachs notoriety???
    Nov 13, 2014. 07:56 AM | 5 Likes Like |Link to Comment
  • MannKind: The Gambler's Creed - Let It Ride [View article]
    Why don't you give us the data on the results of how the FDA votes after a company has received a CRL and goes back for another AdCom with the original issues presumably addressed? That would be much more reflective of what is happening here, rather than the first go-around data that you presented from Cabrere. I assume it's first first round data, as I didn't read otherwise in your article, unless I just missed it.
    Mar 14, 2014. 01:19 PM | 1 Like Like |Link to Comment
  • A Deeper Look At Arena's Prescription Data [View article]
    You wrote..."Investors can draw comparisons to competitor Vivus (VVUS), to the stated sales goal of $150 million by December 31st,..."

    Pardon my ignorance. Maybe this has already been put to rest, but if it has, I haven't read it anywhere.

    Have you verified with either company that the off the record comments by Coates and Lief...where they said "$150 Million by the end of this year"...that they were were actually referring to the end of this calendar year, or were they referring to the end of Eisai's fiscal year...which ends later in 2014?

    Or are you assuming that they meant the end of 2013?
    Jul 9, 2013. 12:27 PM | 1 Like Like |Link to Comment
  • 3 Speculative Biotech Companies Looking To Reshape The Healthcare Landscape [View article]
    At the end of your article, you stated several "ifs" that could determine the pps of ARNA going forward. One HUGE "if" you didn't mention is ...IF Arena's Belviq gets EU approval, their potential addressable market will in essence double in size, with little competition, since Qsymia got rejected there for safety reasons. The EU is set to decide on Belviq soon...possibly even this month at the next CHMP meeting.

    That's a HUGE if for Arena!
    Mar 6, 2013. 12:32 PM | 1 Like Like |Link to Comment
  • Dendreon: Fear is Our Friend [View instapost]
    Great job Saul. Thanx for helping to get the word out in ACCURATE, easy-to-understand language. If only the mainstream media was as concerned about the truth and the REAL facts about Provenge...

    Pig, from the IV board.
    Jul 8, 2010. 12:43 PM | 2 Likes Like |Link to Comment