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rufusthrat

rufusthrat
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  • Is Orexigen Attractive Near 52-Week Lows? [View article]
    Spencer,

    It is amazing that OREX is doing even worse than VVUS. What kind of run up if any can be predictied of OREX in the present market situation ? With PUFA just 7 weeks away, it still does not seem to have a bottom.

    Thanks
    Apr 15 02:22 PM | Likes Like |Link to Comment
  • Is Orexigen Attractive Near 52-Week Lows? [View article]
    I have to hand it to you Spencer, I never thought 2 months to pdufa we would be seeing OREX touching $5 which you had predicted. "$5.84 as the upside potential" you may like to correct that to $7.84. Besides that I am in agreement with your article.
    Apr 11 10:53 PM | Likes Like |Link to Comment
  • Antares Pharma: Recent Sell-Off Provides Great Entry Point [View article]
    look like now that it about 20% down from the time of your article it is a better buy ?
    Apr 11 01:22 AM | Likes Like |Link to Comment
  • MannKind's Latest Critic: The FDA Has Joined The Chorus Of Missing Data Concerns [View article]
    Yeah, the prices are heading towards $4, really ! I have seen some sad commentators on SA, you take the cake of being their king. The 3 month PDUFA delay is an indicator that it is almost a sure shot approval, FDA wants to go oer the panel recommendations and finalize the labeling issues.
    Apr 9 11:00 AM | Likes Like |Link to Comment
  • What The FDA Document Says About Afrezza: Implications For FDA Approval [View article]
    The drop out rate was not in any way related to serious side effects. All side effects are and were reversible. If 30% of people drop out of a drug trial because of lack of benefit or reversible minor side effects, should that mean that it should be denied to the majority. There is a lot of error in your way of thinking.

    Besides there is FDA no cut off of drop out rate for approval of a drug.
    Mar 29 09:47 PM | 3 Likes Like |Link to Comment
  • What The FDA Document Says About Afrezza: Implications For FDA Approval [View article]
    Being inferior to SC insulin is not a reason for denial, Afrezza is superior in T2 which was FDA's goal post, and it has no saftey red flags. So why should it not be approved for Type 2 at least when it gives diabetics a unique new insulin delivery mechanism without needles ?

    There should be little reason to believe that lung saftey data of medtone should not be applicable to dreamboat, besides dreamboat utilizes significantly less insulin. How long saftey data should mnkd produce for FDA ? Should it be 2 years, 5 years or 20 years ? If you want that kind of data, you would hardly ever get a drug approved. There is a reason there are post approval studies.

    So I can't reasonably see how the panel or FDA would say no for Type 2 at least, if approved for Type 2 which is 95% of diabetics, I am sure it could be also used off label for Type 1
    Mar 29 09:41 PM | 3 Likes Like |Link to Comment
  • Why Is Citigroup The Best Bank To Buy Today? [View article]
    Few things in life remain the same, change is constant. Except Shittigroup, despite all the pump up articles like this one for the past many years, C is stuck in the mud, can't keep its head above $5 (or above $50 after the split)
    Mar 26 06:58 PM | Likes Like |Link to Comment
  • Why Is Citigroup The Best Bank To Buy Today? [View article]
    Few things in life remain the same, change is constant. Except Shittigroup, despite all the pump up articles like this one for the past many years, Shitti is stuck in the mud, can't keep its head above $5 (or above $50 after the split)
    Mar 26 06:56 PM | Likes Like |Link to Comment
  • Why Is Citigroup The Best Bank To Buy Today? [View article]
    Vikram Pandit's revere split destroyed the stock. BAC was at below $5 too a few times, but never instituted the dreaded reverse split, look where BAC stock is now - having gone up more than 3 fold in past 2.5 years while C is dead in the water. Far easier for a stock to get from $5 to say $30 then from $50 to $300.
    Mar 22 12:03 PM | 1 Like Like |Link to Comment
  • The 'Real Story' Behind Orexigen Therapeutics, Inc. [View article]

    MD Research,

    The "Real Story" behind OREX is that it is going to run up to $8 -$9 in the next few months. If will most likely get FDA approval and then quite possibly European approval. You may have to wait a long time for your short thesis to bear fruit, in the mean time your portfolio will keep showing increasing shades of red while the longs are laughing their way to the bank. In biotech world not too many investors wait for years for their thesis to work out, they lock their gains and then move on to another stock
    Mar 18 07:35 PM | Likes Like |Link to Comment
  • Arena's Belviq Sales To Hit $150 Million In 2014? [View article]
    Spencer,

    You write more articles on ARNA that an average person goes through toilet paper. Just saying...
    Feb 28 12:50 AM | 8 Likes Like |Link to Comment
  • Thank You For Riding The MannKind Catalyst Train - Please Exit Safely At The Next Available Station [View article]
    There is little doubt that FDA will have concerns about long term lung effects and will ask MNKD to conduct long term studies, that is expected. 95% of drugs FDA approves, they express concern and ask for more long term studies/data. But there is nothing to prevent a positive Adcom vote or FDA approval, they have met all goal post for approval. Whether mnkd is able to market Afrezza later is a different matter and anyone's guess
    Feb 27 02:16 PM | 7 Likes Like |Link to Comment
  • Arena's Belviq Sales Continue Up As Others Decline [View article]
    I have about 20 patients on Belviq doing well with no significant side effects. Even if insurance will not pay for it many are paying cash because it is helping them. It is overall the best weight loss medication on the market so far
    ( keeping both safety and efficacy in consideration)
    Feb 21 09:44 PM | 24 Likes Like |Link to Comment
  • The 'Real Story' Behind Orexigen Therapeutics, Inc. [View article]
    MD Research, The 'Real Story' Behind Orexigen Therapeutics is that your short position is down 35% in less than 2 months, per annum it would translate into about 200% loss so far, not counting the short broker fees. At least I hope you have your medical practice to fall back on.
    Feb 18 01:20 PM | Likes Like |Link to Comment
  • You Should Be Cautious Investing In Orexigen And Arena [View article]
    MD Research,

    Since your short article on OREX about 7 weeks ago, OREX is up about 25%. If things go accordingly with Arna we could be seeing your Arna short position down by the same amount in near future. Looking forward to it, I might add.
    Feb 14 05:20 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
109 Comments
159 Likes