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EquiMan

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  • Reckitt Benckiser Sues BioDelivery Sciences And Creates A Short Opportunity [View article]
    Reckitt tried to get FDA to keep BDSI off the market. FDA said they had no argument. Now they are going to court and the court will side with the agency on summary judgment. It's called Chevron Deference.
    Nov 6 09:30 AM | 4 Likes Like |Link to Comment
  • Short Vanda's Pending Catalyst For A 30% Gain [View article]
    You forgot to mention the launches of AEGR, RPTP and NPSP which completely contradict you're argument.
    Oct 18 04:34 PM | 1 Like Like |Link to Comment
  • Teva: An Ideal Long-Term Pharma Stock [View article]
    Copaxone is more than 50% of profits; in Q1:2013 it was more like 70%. Bristol's value is linked to PD-1 which is not reflected in current earnings and Teva has nothing in its pipeline that comes close so BMY is not a good comparison. PRGO is a completely different business (mostly OTC) where pricing is more stable. TEVA generics is mostly solid oral prescription only where pricing erodes every year. Additionally, their largest generic product (Pulmicort) will likely face additional competition this year. If consensus earnings for TEVA comes down, which they likely will given the strong Tecfidera launch, TEVA stock will also move lower.
    May 20 06:13 PM | Likes Like |Link to Comment
  • Teva: An Ideal Long-Term Pharma Stock [View article]
    Perhaps you should think about what % of EPS is Copaxone; take that out and then wee where it trades relative to RDY and PRGO
    May 13 04:45 PM | Likes Like |Link to Comment
  • FDA Bars Old OxyContin Generics: Read-Through To Continue Boosting Endo [View article]
    So much for the readthrough
    May 13 08:12 AM | Likes Like |Link to Comment
  • Why AVEO Pharmaceuticals' Tivozanib Will Be Approved For The Treatment Of Advanced Renal Cell Carcinoma [View article]
    Axitinib used Sorafenib as a comparator.
    May 3 03:23 PM | Likes Like |Link to Comment
  • Why AVEO Pharmaceuticals' Tivozanib Will Be Approved For The Treatment Of Advanced Renal Cell Carcinoma [View article]
    Looks like FDA doesn't agree on your interpretation of stats.
    May 3 03:22 PM | 1 Like Like |Link to Comment
  • Sarepta Therapeutics: Irrational Exuberance [View article]
    You clearly are unaware of Adagen.
    Apr 25 09:33 AM | Likes Like |Link to Comment
  • Why AVEO Pharmaceuticals' Tivozanib Will Be Approved For The Treatment Of Advanced Renal Cell Carcinoma [View article]
    You did not answer my question. The fact that there was a numerical disadvantage indicates the probability that there is a disadvantage. I ask again, when has FDA approved an Oncology drug when there was a numerical (but not statistically significant) disadvantage on OS?
    Apr 2 08:09 AM | Likes Like |Link to Comment
  • Endo Health's New CEO Will Be Revealing His Strategy - Good News For Investors? [View article]
    Who would buy the mesh business given issues?
    Mar 28 01:00 PM | Likes Like |Link to Comment
  • Why AVEO Pharmaceuticals' Tivozanib Will Be Approved For The Treatment Of Advanced Renal Cell Carcinoma [View article]
    How many oncology drugs have been approved that showed a numerical disadvantage in overall survival vs the comparator, as was the case here?
    Mar 21 12:37 PM | Likes Like |Link to Comment
  • Is Keryx Biopharmaceuticals A Good Buy At $9+? [View article]
    Have you looked at all into the Fresenius drug in development?
    Feb 1 02:47 PM | Likes Like |Link to Comment
  • Is Keryx Biopharmaceuticals A Good Buy At $9+? [View article]
    Your comment "Then in the process, such a venture would have to demonstrate equivalency which will mean years of PI, PII and PIII trials followed by long term trials followed by approvals etc is guided."

    All a company would have to do is formulate their own drug, demonstrate bioequivalence with Zerenex using very small PK/dissolution studies. Then they would file an ANDA, triggering litigation and a 30 month stay. If Zerenex wins the litigation then the generic can't launch until the patent expires. All depends on how good these patents are. Not sure if the product is eligible for NCE exclusivity but it may be.
    Feb 1 02:43 PM | Likes Like |Link to Comment
  • Sarepta Part II: Commercial Potential Of Eteplirsen In The Next Hot Market For Orphan Drug [View article]
    If companies can't price these drugs at these levels, no one would develop them and none of these kids would have the opportunities we take for granted.
    Dec 31 04:18 PM | Likes Like |Link to Comment
  • Sarepta Ready To Move Higher [View article]
    ...or they sign a deal for Ex-US and thus don't need to raise any more money. Hopefully the drug gets approved next year but if not it will just be another buying opportunity. 2016 >$100 either way.
    Nov 21 01:44 PM | Likes Like |Link to Comment
COMMENTS STATS
37 Comments
13 Likes