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  • Tesla's Real Problem: Energy Density [View article]
    Room_A113, what a great comment all the way through. I love the way you refuted the articles misleading nature. The comments are much more honest, insightful, and well researched than the original article. Good value-add!
    Jul 25, 2014. 07:51 PM | 4 Likes Like |Link to Comment
  • Isis: Long-Term Kynamro Adverse Events May Apply To Entire ISIS 2.0 Pipeline [View article]
    With regard to Kynamro, it is another option to AEGR's Eteplirsen. True it isn't as effective as Eteplirsen, but it is another viable treatment - and the side effects of Kynamro are different than Eteplirsen, so patients who have complicated health situations that can't tolerate Eteplirsen have another option. I don't think anybody thought Kynamro was going to be anything but an alternative treatment, and it is acceptable as that.

    With regard to the whole ISIS pipeline, the whole argument presented here in this article is fundamentally flawed, because there is no established (or even speculated) connection between the lack of efficacy of Kynamro to the ASO approach. Plus the 3rd generation ASOs are going to be even more effective, and this article assumes that "nothing changes" and "nothing improves" which isn't the case at all.
    Jun 27, 2014. 11:41 AM | 3 Likes Like |Link to Comment
  • Sarepta Therapeutics' (SRPT) CEO Chris Garabedian Hosts Sarepta DMD Development Program Update (Transcript) [View article]
    Thank you for the transcript. This is a very thorough and detailed discussion that answers all my questions about eteplirsen and what it will take to get FDA approval. Certainly the this is a classic case for AA by the FDA and I'm not sure I could think of a better situation for AA to be applied. The company has taken very prudent steps to make absolutely certain they gain FDA approval and have backup plans with additional data to satisfy all at the FDA. While it is taking a lot longer than it should, the final result looks extremely satisfying (drug approval) and SRPT Management seems laser-focused on that goal. Very good job!
    May 14, 2014. 09:54 PM | Likes Like |Link to Comment
  • Why I Have Re-Entered Sarepta Therapeutics [View article]
    The rapid purchase of the secondary shows that there is still strong demand for the stock and belief in the company that they will be able to execute their business model. If there was strong speculation against the company then the secondary wouldn't have been so successful. While I don't like the dilutive effect, it does demonstrate the strong support for the company going forward.
    May 7, 2014. 12:16 PM | Likes Like |Link to Comment
  • Why Now Is The Time To Get Behind Sarepta Therapeutics [View article]
    Thank you for your input. However, I stand by my statement that it appeared to me that he was trying to mislead people by underscoring the efficacy. A more accurate statement (following your lead) would have been: While Eteplirsen is very effective in treating DMD with boys missing exon-51, that patient population is only 13% of the larger muscular dystrophy market.

    That is radically different than saying things in a way that make it look like the drug is only effective in 13% of the patients. One statement is about efficacy, the other is about the size of the potential patient population. So while I appreciate you clarifying his comment for him, I still believe it was misleading. This trail (including your comment) will help correct this for those willing to follow into the details.
    Apr 1, 2014. 09:55 AM | 11 Likes Like |Link to Comment
  • Why Now Is The Time To Get Behind Sarepta Therapeutics [View article]
    Downside is minimal even if they don't get AA. The announcement last year cut he stock in half when the Mis-report that they wouldn't be eligible for AA and it never recovered. Therefore, that damage (of no AA) is already priced in. Meaning, current valuations are based on no AA, so any AA movement should return is stock to $50+. Downside is minimal as it's already baked into the share price today.
    Apr 1, 2014. 09:05 AM | Likes Like |Link to Comment
  • Why Now Is The Time To Get Behind Sarepta Therapeutics [View article]
    Eteplirsen helps 100% of Duchenne Muscular Dystrophy patients. Any attempt to mislead investors by pointing to a percentage of the overall muscular dystrophy community is Duchenne Muscular Dystrophy is intentionally misleading and disengenuious.

    Don't pretend to slight the efficacy of Eteplirsen by citing that only part of the overall MD patients have DMD. It undermines your argument and destroys your credibility.
    Apr 1, 2014. 09:03 AM | 15 Likes Like |Link to Comment
  • Combination Therapies: Where Immuno-Oncology Is Headed And How To Invest [View article]
    The CLDX pipeline looks promising and the LBIO looks like it has the potential to be a multi-blockbuster, just too early to tell on the TILs. LBIO is too thinly traded to normally make it a viable investment, but after that 50% haircut for no reason, it is looking like a bargain basement deal that is compelling. CLDX has some attractive options plays too, which can limit risk.

    MGNX looks like it may be too hard to pinpoint combinations, but definitely one to watch. The other two look like they have much more potential.

    Nice analysis.
    Feb 6, 2014. 10:36 PM | Likes Like |Link to Comment
  • CalAmp: 6 Different Insiders Have Sold Shares This Year [View article]
    Heavy insider selling is never a good thing. If they are just flipping options, that's one thing, but a meaningful decrease in shares held is bad.
    Jan 27, 2014. 08:11 AM | 1 Like Like |Link to Comment
  • ImmunoCellular Is A High Risk, High Reward Biopharma [View article]
    The 75% drop in the share price indicates your optimism was unwarranted.
    Dec 16, 2013. 01:27 AM | 2 Likes Like |Link to Comment
  • Lion Biotechnologies: 3 Bullish Reasons Why I Like This Speculative Biotech [View article]
    Good work. You made substantial arguments based on clear thinking and sound reasoning. Sure there are risks, but the payoff could be significant. What do you think the potential revenue could be if they hit a home run? At $120K per patient per year, how many patients in the target demographic? Also, when is the earliest you think they could get approval? 2014? 2015? Thank you.
    Nov 25, 2013. 10:33 PM | Likes Like |Link to Comment
  • Don't Be Scared Off By Risks In The Cancer Biotech Space [View article]
    It is so nice to finally see a positive article on Seeking Alpha. Your analysis looks very promising, as do the underlying approaches these companies are taking. CLDX looks promising after a massive pullback which is music to our ears for those of us seeking to invest in it at a discount.

    Please keep up the good work in contributing articles to SA!
    Nov 20, 2013. 05:41 PM | Likes Like |Link to Comment
  • Despite Shock Adcom Vote, Vanda Will Struggle To Remain Relevant [View article]
    Sleep disorders have been linked to a host of other problems including cancer so the importance of an effective solution should not be underestimated. As someone who has struggled with sleep issues for years & tried remedies including Melatonin among many others - I know first hand that none of the current medications or supplements are even remotely effective. So while Melatonin is cheap, it's lack of efficacy makes it worthless.

    Vanda's remedy could be a godsend if it works, and only time will tell how it works in the real world. To trivialize a major breakthrough on a weak argument does a disservice to all in need of this drug.
    Nov 17, 2013. 08:27 PM | 4 Likes Like |Link to Comment
  • Sarepta Therapeutics: No Longer A Momentum Play, But Long-Term Value Remains [View article]
    Great article. I was glad to finally see a supportive article on SA that was rooted in facts and has a positive outlook.

    You comment about the FDA dilemma on the placebo group is thought provoking. I agree 100% that the FDA should provide some flexibility in this case, given the extreme nature of the disease and the rapid progression. I'm not at all sure that such a serious life-ending disease would invoke the same results from a placebo and can't imagine any parent willing to take that chance.

    I still can't understand why they went with such a tiny number in phase II - that has proven to be a catastrophic problem for them.

    Anyway, please keep up the good articles. SA desperately needs more like this!
    Nov 14, 2013. 08:53 AM | Likes Like |Link to Comment
  • Aegerion: Addressable Market At Odds By 1,000% [View article]
    Agreed. Look at the prevalence of breast cancer now. Before there was much awareness or any effective treatments, it was hardly ever reported. Now you can't go anywhere without seeing another breast cancer ad or awareness campaign. In the first 3/4 of my life I had only heard of anyone with breast cancer, but now it has effected a very large number of people that I know. So you are dead on - in that if there was no effective treatment for a disease, why ever report it? Now that there IS an effective treatment, expect those numbers to rise to reality.

    Lastly, you are again correct in that the CEO would have a basis for his numbers and likely they are more accurate than any other philosophical probabilistic model. Only time will tell if the CEO's estimates are accurate. If they are, will the short sellers have to pay restitution to shareholders for the losses incurred in the meantime? Hardly. Yet conversely, if it turns out the CEO grossly overstated anything, you'd better believe the regulators will come after him. So who has more at stake - the CEO who IS accountable, or short sellers who are not accountable?
    Nov 13, 2013. 04:55 PM | 2 Likes Like |Link to Comment