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rufusthrat

rufusthrat
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  • MEI Pharma Should Be Trading At $4 Per Share Today [View article]
    mdwork, the insiders recently got options at $1.58, so there is no reason for them to buy. The wait for AML P3 is to allow for full AML and MDS data to mature, as mentioned in this article it will allow them to determine optimal dosage of the combination (Pracinostat + Vidaza). If approved for AML, physicians can use it off label for MDS too, the data of which is looking good.
    Aug 19, 2015. 10:55 AM | 2 Likes Like |Link to Comment
  • MEI Pharma: A Rare Hidden Gem With Impressive Clinical Data [View article]
    Timothy, Please post the link. Nothing in news that I could google. Bofa target was $9 in Feb, have they reiterated that target this week ?

    Nice Article
    http://bit.ly/1J0zzAi
    Aug 18, 2015. 12:43 PM | Likes Like |Link to Comment
  • MEI Pharma Fire Sale: A Strong Buy On Upcoming Catalysts And Undervalued Pipeline [View article]
    If MEIP advances Pracinostat to P3 and can get approval for AML, it could be very well be used off label for MDS (esp refractory MDS) with the responses they are getting, that should give the company another boost
    Aug 15, 2015. 03:16 PM | Likes Like |Link to Comment
  • MEI Pharma Fire Sale: A Strong Buy On Upcoming Catalysts And Undervalued Pipeline [View article]
    The conference was very encouraging. AML data continues to impress. MDS data is now turning positive too with almost almost double relapse free survival so far. The stock should run up to ASH meeting Dec 5-8, expect meip to be in $3-$4 range at least by then. ASH massive for meip with ME 344 and PWT 143 data also being reported.

    http://yhoo.it/1NrH9Fk
    Aug 12, 2015. 09:05 PM | 1 Like Like |Link to Comment
  • Orexigen Surprises The Street With Partnership Deals - Stock Should Benefit [View article]
    What orex really needs a good European partner, that is the elephant in the room. With resolution of the Takeda problem, makes a better chance for a favorable partnership.
    Aug 8, 2015. 11:37 PM | 2 Likes Like |Link to Comment
  • Orexigen- Contrave Leading The Way In A Slow Race [View article]
    Is the European partnership ever gonna happen ??
    Aug 3, 2015. 07:28 PM | Likes Like |Link to Comment
  • Arena Closes Out Quarter On Belviq Sales - How Do The Numbers Look? [View article]
    Any progress on getting Belviq approved in Europe ?

    Thanks
    Jul 11, 2015. 10:34 AM | 2 Likes Like |Link to Comment
  • Orexigen - Contrave Scripts Grow, But Reality On Revenue May Shock You [View article]
    To justify the current market cap will need about 2 million scripts per quarter per my estimate at current reimbursement rate. Hopefully they can get a significantly better deal in Europe than Takeda's 20% they are getting now
    May 8, 2015. 09:33 PM | 1 Like Like |Link to Comment
  • Orexigen - Contrave Sales Outpace Competition, But Are Still Not Enough [View article]
    " Europe is still a potential catalyst, but it is losing its luster. Investors are beginning to get a bit edgy on whether or not a deal will happen, and how it will impact the equity"

    It has been less than a month since Euro approval. Partnerships don't happen overnight. The company is shopping for the best deal, that takes time. I am sure OREX is no tearing hurry to ink the deal because share holders are getting "edgy". Look at some other companies and see how long it took them to get a partner, MNKD took about 3 months after approval. So hold yer horses, partnership is coming, need to be a bit patient.
    Apr 23, 2015. 02:28 PM | 3 Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    I can't see it going much lower, should be $3 next month
    Apr 23, 2015. 10:22 AM | 1 Like Like |Link to Comment
  • MEI Pharma Is Undervalued By At Least Half And Will Recover, Here Is Why [View article]
    Certainly oversold at this point, but the AML data now needs to be good, should have some uppdate on April 14 then next month before complete data presentation at EHA in June 11-14
    Apr 1, 2015. 09:55 AM | 3 Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    Bought here, we will see.
    Mar 26, 2015. 10:12 AM | 1 Like Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    Clearly exaggerated sell off, should get back to $3-$4 by June
    Mar 24, 2015. 11:15 AM | 1 Like Like |Link to Comment
  • Heavy Institutional Buying Is Occurring In MEI Pharma, Topline Data Due In Mid-March [View article]
    Disaster no doubt certainly could not have been worse, The lead indication is AML, if data continues to be good in June updates, meip could see $3-$4 again
    Mar 23, 2015. 10:39 AM | Likes Like |Link to Comment
  • Heavy Institutional Buying Is Occurring In MEI Pharma, Topline Data Due In Mid-March [View article]
    Scott, you still holding ?
    Mar 18, 2015. 11:23 PM | Likes Like |Link to Comment
COMMENTS STATS
159 Comments
197 Likes