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rufusthrat

rufusthrat
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  • DryShips: What's Happening Here? [View article]
    hoonibvird "Now the company is scrambling to achieve a quorum so they can present the results with a bow tie later in December".

    Could you elaborate on that further ? Is there a scheduled conference call ? Thanks
    Dec 15, 2014. 01:42 PM | Likes Like |Link to Comment
  • Brainstorm Cell Therapeutics, Inc.: A Small Biotech With Big Plans And Huge Potential [View article]
    The last one left, please turn off the lights. Stock down 50% since this article
    Nov 28, 2014. 10:31 PM | Likes Like |Link to Comment
  • Better Times Lie Ahead For DryShips [View article]
    The article does not seem to have helped at all, DRYS almost 10% down since publication.
    Nov 28, 2014. 09:38 PM | 1 Like Like |Link to Comment
  • Orexigen Beats The Street On Milestone Payments [View article]
    The scripts for Contrave are are faced or transmitted electronically to Completecare Pharmacy( in Champaign, Ill). Fax -8552824883. They mail Contrave directly to patients
    Nov 10, 2014. 03:54 PM | Likes Like |Link to Comment
  • Update: Consolidated Results Again Hide The Poor Performance Of DryShips [View article]
    IAEResearch, You call the results "disappointing" when DRYS handily "beat analyst estimates on both the top line and the bottom line"

    You say the shipping business fell as a percentage of the total revenues. You do not mention that the reason is the drilling revenues grew so much that the INCREASED shipping revenues fell as a "percentage" of the total. "Revenues from the shipping business have gone up by 13% year-over-year, while revenues from the offshore-drilling segment have gone up by about 57%." So the shipping business is increasing but not as fast as the drilling business so this is bad ??

    Really this is about as biased an article I have seen on SA, not worth the paper it is printed on.
    Nov 8, 2014. 06:26 PM | 3 Likes Like |Link to Comment
  • Update: Consolidated Results Again Hide The Poor Performance Of DryShips [View article]
    At this rock bottom price, all negatives have been factored in. CEO and hedge funds bought in huge on secondary, a big vote of confidence going forward. I am a buyer at this level.
    Nov 7, 2014. 05:34 PM | 3 Likes Like |Link to Comment
  • Are People Too Concerned About Orexigen's Contrave Label? [View article]
    The black box warning with Contrave is due to its bupropion content it is standard with any antidepressant. It is no deterrent to prescribing, tens of millions of patient have been on bupropion in past few decades without any major problem, physicians have a large comfort level with prescribing it. Besides, there were no completed suicides, suicide attempts, or preparatory acts toward imminent suicidal behavior in any treatment group in Contrave trials. There were four events of suicidal ideation or behavior during Contrave trials, one event (1/3239, <0.1%) in the Contrave treatment group compared to three events (3/1515, 0.2%) in the placebo treatment group. Also keep in mind Abilify has a black box, it has not been a barrier to being the top prescribed drug for the past few years.

    With OREX on CHMP agenda tomorrow, a positive CHMP recommendation should boost the stock price 60-100% this Friday
    http://bit.ly/1wry20E
    Oct 20, 2014. 04:51 PM | Likes Like |Link to Comment
  • Orexigen Launches Contrave - Watch For Traction [View article]
    With OREX on CHMP agenda tomorrow, a positive CHMP recommendation should boost the stock price 60-100% this Friday
    http://bit.ly/1wry20E
    Oct 20, 2014. 04:47 PM | Likes Like |Link to Comment
  • Lower oil prices could provide $1T global stimulus [View news story]
    Lower the prices of oil can only mean good for the economy, more money for the average person to spend elsewhere or save rather than enriching the oil companies. Each 1 cent increase in gas prices takes $1 billion out of consumers' pockets which they would other wise have spend elsewhere
    Oct 19, 2014. 03:31 PM | 1 Like Like |Link to Comment
  • What To Watch For As Orexigen's Launch Approaches [View article]
    I would not call "game over" for Orex if EMA says No. Going by Arna, VVUS when there was euro rejection/application withdrawl the downside was about 10% for those stocks, which was short lived too. For Orex similar downside of 10% could be expected on adverse CHMP opinion, the upside however could be double. A very favorable risk/reward ratio going forward.
    Oct 17, 2014. 12:40 AM | Likes Like |Link to Comment
  • What To Watch For As Orexigen's Launch Approaches [View article]
    One think omitted in this article is the major catalyst for Orex, the CHMP opinion that should be next week or on Nov 21 the very latest. A positive CHMP opinion will be huge for Orex as the only prescription weight loss drug to be approved in Europe. That alone will make OREX worth twice VVUS/Arna and the stock could be expected to double.

    The black box warning with Contrave is due to its bupropion content it is standard with any antidepressant. It is no deterrent to prescribing, tens of millions of patient have been on bupropion in past few decades without any major problem, physicians have a large comfort level with prescribing it. Besides, there were no completed suicides, suicide attempts, or preparatory acts toward imminent suicidal behavior in any treatment group in Contrave trials. There were four events of suicidal ideation or behavior during Contrave trials, one event (1/3239, <0.1%) in the Contrave treatment group compared to three events (3/1515, 0.2%) in the placebo treatment group.

    Also keep in mind Abilify has a black box, it has not been a barrier to being the top prescribed drug for the past few years.
    Oct 16, 2014. 11:52 AM | 2 Likes Like |Link to Comment
  • Orexigen On A Tear - In The Wrong Direction [View article]
    The black box warning with contrave is standard with all antidepressants. that will not influcence CHMP. Phase 2b and 3 trials with Contrave, there were no
    completed suicides, suicide attempts, or preparatory acts toward imminent
    suicidal behavior in any treatment group compared to placebo. There were four events of suicidal ideation or behavior during this trial, one event (1/3239, <0.1%) in the contrave treatment group compared to three events (3/1515, 0.2%) in the placebo treatment group.
    http://1.usa.gov/OwAETj

    The only issue is going to be the CV outcome data. To pass chmp, a less than than 2 fold risk may not be acceptable for chmp (which was by FDA), what would be needed is at least balanced events.

    The president of the company should have some confidence going forward, he bought 50,000 shares immediately after sending in CHMP response.

    We will know fairly soon
    Oct 11, 2014. 11:06 AM | Likes Like |Link to Comment
  • Orexigen On A Tear - In The Wrong Direction [View article]
    If LIGHT data does not show increased CV risk, there should be Euro approval for OREX. Efficacy is not an issue as they have approved orlistat, Alli in europe which have lesser weight loss. CHMP is more strict with adverse effects than FDA and are more lenient with efficacy. The duration of LIGHT interim study is sufficient, but for CHMP but what would be needed for approval would be at least a balanced number of events in LIGHT interim data (in contrast to FDA requiring less than 2 fold risk). The other points is favour of contrave is that Bupropion has been one of the most widely used antidepressants for past 20 years - many patients have been on it for ever without major problems, that should make them more comfortable approving Contrave.

    If Orex gets euro approval, the stock will jump big time. Euro approval will be far bigger for OREX than FDA approval (in US it has to share market with Arna and VVUS) in Europe it will stand alone.
    Oct 10, 2014. 10:57 AM | Likes Like |Link to Comment
  • Orexigen On A Tear - In The Wrong Direction [View article]
    CHMP decision is on Oct 24 most likely (or latest on Nov 21), Contrave launch is on Oct 16. Reasonable chances of positive CHMP opinion in my opinion with LIGHT cardiovascular study with Contrave - if it is as good as OREX claims it to be (that will be the main issue with CHMP). Contrave may be the "sweet spot" for Europe. Weight loss magnitude will not be an issue with Europe, they did not raise an issue regarding weight loss with Belviq, which is weaker in that respect. Further orex is a combination of 2 generics widely used, so I would rate CHMP positive opinion of 80%.
    Oct 7, 2014. 01:37 AM | Likes Like |Link to Comment
  • Orexigen Therapeutics Wins Contrave Approval But Investors Should Stay Away [View article]
    Long Term Bio, you are beyond stupid. Has bupropion which is the active ingredient of Contrave which has been on the market for about 25 years pulled ? The list of suicidally warnings come with any antidepressants. Have they been pulled ? If FDA was so concerned about suicidally, would they allow pediatric trials ? How many patients committed suicide in Contrave trials - answer 0. How many patients have I seen in my 30 years practice commit suicide on bupropion ? Answer - 0 "That also eliminates any patient that has a history of seizures from even attempting to take the drug to help them lose weight" How many patients have seizures - 1% of the population so you think that is a major exclusion ? There are also additonal advantages with Contrave, it can be sampled in contrast to other weight loss drugs, bupropion has been shown to be of some help in smoking cessation.

    Did you also purposely forget to mention that Orex is due additional $100 million from Takeda in addition to the more than $133 million it already has ? So you really thing they are going to dilute ?

    Writers like you should be banned from SA, just poorly written articles with self serving agendas
    Sep 16, 2014. 02:32 PM | 4 Likes Like |Link to Comment
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