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rufusthrat

rufusthrat
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  • 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
  • Orexigen - Contrave Sales Continue Up [View article]
    Spencer, would you care to predict Orex price if European approval + partnership ?

    Thanks
    Mar 12, 2015. 02:18 AM | Likes Like |Link to Comment
  • Sunshine Clouds Over After Patient Deaths [View article]
    The halt in enrollment is precautionary. The trial comprises of patients which are Class III and Class IV. These patients are literally on the cusp of death. 4 deaths in such sick patients is not out of ordinary at all, out of which none for now are thought to be device related. Hardly a cause for Doom and Gloom.

    Class III - Patients with cardiac disease resulting in marked limitation of physical activity. They are comfortable at rest. Less than ordinary activity causes fatigue, palpitation, dyspnea or anginal pain

    IV Patients with cardiac disease resulting in inability to carry on any physical activity without discomfort. Symptoms of heart failure or the anginal syndrome may be present even at rest. If any physical activity is undertaken, discomfort increases.

    Per Sunshine Heart Website:

    In fact, over the past twelve months, the number of patients considering enrollment in this study has dramatically increased from 7 in Q1 2014 to approaching 100 for the first quarter in 2015.

    While Sunshine Heart is pleased with the study's progress in terms of the recent enrollment pace and site interest, it will be taking a temporary pause from enrollment. This is in accordance with the study protocol where in the event more than three of the first twenty subjects pass away for any reason, including non-device related deaths, the Company will work with the FDA to discuss a plan to resume enrollment. To date, of the four reported patient deaths, two have been adjudicated by an independent Clinical Events Committee (CEC) as being non-device related. The Company has received study documentation from the sites that reported the most recent two deaths that these were also non-device related. Patients already in the trial will continue follow-up according to the protocol.

    The FDA has responded to Sunshine Heart's notification and has advised the Company to file an IDE supplement that discusses the reasons for the temporary study suspension and a plan for study resumption. A supplement carries up to a 30-day review period by the FDA and the Company expects to submit the document by March 16, 2015.

    "We are confident this matter will be resolved in a very short timeframe. While the current data suggest these incidents are non-device related, we have decided that in the absolute interest of patient safety, having a temporary pause in enrollment is the right course of action while we work with the FDA to discuss the findings. We remain excited by the increasing number of patients who are being presented for study review and are pleased that the screening process for enrollment will continue while we resolve this matter," commented Dave Rosa, President and Chief Executive Officer of Sunshine Heart.
    Mar 10, 2015. 01:59 AM | Likes Like |Link to Comment
  • Orexigen Soars: Good News Is Heart Data, Bad News Is Data May Be Compromised [View article]
    As Euro approval is expected, can't expect a big jump, with partnership announcement could go to $9-$10, very much doubt higher in wake of all this, could even settle down in $7-$8 range
    Mar 6, 2015. 10:59 AM | Likes Like |Link to Comment
  • Orexigen Soars: Good News Is Heart Data, Bad News Is Data May Be Compromised [View article]
    Spencer, Would you or anyone know the exact or approximate date the European decision is expected this month ?

    Thanks
    Mar 4, 2015. 10:31 AM | Likes Like |Link to Comment
  • Atossa Genetics: Spotty Track Record And Short On Cash [View article]
    It is really a risky speculative pump and dump stock, with little or no revenue. Playing this junk stock is not for the faint heart.
    Feb 26, 2015. 02:41 PM | Likes Like |Link to Comment
  • New Diabetes Drugs Gain Approval - Florins Versus Oral Insulin [View article]
    Your link to Type 1 data "Shares of Oramed climbed earlier this year after reporting positive data in Type 1 diabetics " is to "Oryx Petroleum Announces Successful Results of BAN-1 Exploration Well in Kurdistan Region of Iraq"

    Also your statement that Jardicance is contraindicated above age 65 is completely wrong, it is not contraindicated.

    http://bit.ly/1BJvInq
    Jan 31, 2015. 02:12 PM | Likes Like |Link to Comment
  • Should You Invest In National Bank Of Greece ADR After Second Reverse Split? [View article]
    Eat yer words yet ? After splits (1/10 and 1/5) its value of today is 2 cents
    Jan 28, 2015. 10:45 AM | Likes Like |Link to Comment
COMMENTS STATS
152 Comments
190 Likes