Ohad Hammer's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/93149/comments http://seekingalpha.com/article/147378/comments?source=feed#comment-585583 585583 Mon, 13 Jul 2009 09:35:17 -0400 http://seekingalpha.com/article/47860/comments?source=feed#comment-523894 523894 The main issue with the data sets is the fact they are from uncontrolled studies, so you can't actually tell whether the good results can be attributed to the bavi/Cotara or not.

ohad]]> Sat, 30 May 2009 03:18:48 -0400 The main issue with the data sets is the fact they are from uncontrolled studies, so you can't actually tell whether the good results can be attributed to the bavi/Cotara or not.

ohad]]> http://seekingalpha.com/article/139756/comments?source=feed#comment-520046 520046 Wed, 27 May 2009 15:23:23 -0400 http://seekingalpha.com/article/136914/comments?source=feed#comment-501522 501522 They have drugs for all the other acronyms, NHL, AML,MM,HL and ALCL from what I know ;)

SGEN is developing an anti-CD19 antibody drug conjugate but it is still in pre clinical stages, so I don't know which patient population they'll target.

ohad]]> Wed, 13 May 2009 00:47:00 -0400 They have drugs for all the other acronyms, NHL, AML,MM,HL and ALCL from what I know ;)

SGEN is developing an anti-CD19 antibody drug conjugate but it is still in pre clinical stages, so I don't know which patient population they'll target.

ohad]]> http://seekingalpha.com/article/136914/comments?source=feed#comment-500534 500534 With respect to the discrepancy between fundamentals and market reaction, we'll have to wait and see. I personally believe that we'll see whether the market was right about MITI very soon.

ohad]]> Tue, 12 May 2009 11:59:34 -0400 With respect to the discrepancy between fundamentals and market reaction, we'll have to wait and see. I personally believe that we'll see whether the market was right about MITI very soon.

ohad]]> http://seekingalpha.com/article/136914/comments?source=feed#comment-499939 499939
Hopefully you are right regarding the ALL data. One thing is for sure, this company is getting a lot of attention.

Ohad]]> Tue, 12 May 2009 03:20:01 -0400
Hopefully you are right regarding the ALL data. One thing is for sure, this company is getting a lot of attention.

Ohad]]> http://seekingalpha.com/article/132976/comments?source=feed#comment-498491 498491
ohad]]> Mon, 11 May 2009 02:06:34 -0400
ohad]]> http://seekingalpha.com/article/123806/comments?source=feed#comment-420148 420148
Ohad ]]> Tue, 10 Mar 2009 06:44:31 -0400
Ohad ]]> http://seekingalpha.com/article/123806/comments?source=feed#comment-412404 412404 btw, we should expect the same pattern this year, following m&a or business development activities

ohad]]> Wed, 04 Mar 2009 08:53:59 -0500 btw, we should expect the same pattern this year, following m&a or business development activities

ohad]]> http://seekingalpha.com/article/119415/comments?source=feed#comment-391552 391552
BioInvent certainly looks interesting in terms of the tagets they address and the very nice business development activities. I still haven't seen proof of concept data for any of their products, but I guess Roche and Genentech will publish clinical data (good or bad) this year for 403 and 204.
Funnily enough, I am currently evaluating a similar european based antibody discovery company for the biotech portfolio.

Ohad
]]> Tue, 17 Feb 2009 03:20:16 -0500
BioInvent certainly looks interesting in terms of the tagets they address and the very nice business development activities. I still haven't seen proof of concept data for any of their products, but I guess Roche and Genentech will publish clinical data (good or bad) this year for 403 and 204.
Funnily enough, I am currently evaluating a similar european based antibody discovery company for the biotech portfolio.

Ohad
]]> http://seekingalpha.com/article/120659/comments?source=feed#comment-390871 390871 imo, Berkowitz is right on the money.
The pharma industry is facing a patent cliff, but it doesn't mean companies like Pfizer will actually fall off a cliff. It will still generate plenty of cash and will be able to utilize its huge global footprint.
Can't say I follow every investigational agent in the company's pipeline, but it seems to have quite a few interesting drugs, particularly in the pain/inflammation area.
I am still a little bit worried about their oncology pipeline, especially the lack of antibody based drugs. They do seem to have a deep and broad small molecule pipeline, but most of it is early stage. The Wyeth deal doesn't help a lot on the oncology front, although Wyeth has a very interesting conjugate with strong data in NHL. For some reason, the company is not too public about it.

Ohad Hammer
]]> Mon, 16 Feb 2009 14:56:48 -0500 imo, Berkowitz is right on the money.
The pharma industry is facing a patent cliff, but it doesn't mean companies like Pfizer will actually fall off a cliff. It will still generate plenty of cash and will be able to utilize its huge global footprint.
Can't say I follow every investigational agent in the company's pipeline, but it seems to have quite a few interesting drugs, particularly in the pain/inflammation area.
I am still a little bit worried about their oncology pipeline, especially the lack of antibody based drugs. They do seem to have a deep and broad small molecule pipeline, but most of it is early stage. The Wyeth deal doesn't help a lot on the oncology front, although Wyeth has a very interesting conjugate with strong data in NHL. For some reason, the company is not too public about it.

Ohad Hammer
]]> http://seekingalpha.com/article/119415/comments?source=feed#comment-382530 382530
]]> Tue, 10 Feb 2009 12:50:41 -0500
]]> http://seekingalpha.com/article/115897/comments?source=feed#comment-362789 362789 Thu, 22 Jan 2009 08:12:32 -0500 http://seekingalpha.com/article/99363/comments?source=feed#comment-280419 280419 I am familiar with the company, but not intimately enough for having an opinion. The idea behind TNFerade is very exciting and has broad applications and the data seems pretty good in pancreatic and H&N cancers. Neverthless, I would be very hesitant in investing in the company before the update in pancreatic cancer, where nothing seems to work.

ohad]]> Sun, 12 Oct 2008 09:54:02 -0400 I am familiar with the company, but not intimately enough for having an opinion. The idea behind TNFerade is very exciting and has broad applications and the data seems pretty good in pancreatic and H&N cancers. Neverthless, I would be very hesitant in investing in the company before the update in pancreatic cancer, where nothing seems to work.

ohad]]> http://seekingalpha.com/article/99363/comments?source=feed#comment-279064 279064 I don't follow CYPB closely, but I think there is a lot of skepticism towards upcoming phase III results for milnacipran . Their cash position is enviable, no doubt.

Ohad

]]> Fri, 10 Oct 2008 12:30:31 -0400 I don't follow CYPB closely, but I think there is a lot of skepticism towards upcoming phase III results for milnacipran . Their cash position is enviable, no doubt.

Ohad

]]> http://seekingalpha.com/article/99363/comments?source=feed#comment-278783 278783
I don't think it has a lot to do with guts, but basic common sense ( which seems to be a scarce commodity these days). History shows that people tend to exaggerate to both ways, and what we're witnessing, including today's selloff is merely a result of irrational behavior. Yes, things don't look good at the moment but in my opinion, now is the time to build positions selectively in segments and companies who can weather the storm. I think good biotech companies represent such a tremendous opportunity because their products and technology will always be in demand. Even companies who won't have a commercially available drug in the near future will be able to license drugs and technology to the pharmaceutical giants, who have deep pockets and are starved for new drugs. Remember: There is always a good market for good drugs.
I personally feel much more comfortable buying today, when all the fund managers and investors are dumping everything they have. They were the ones that accumulated all these stocks in the past year or two.

Ohad
]]> Fri, 10 Oct 2008 09:32:09 -0400
I don't think it has a lot to do with guts, but basic common sense ( which seems to be a scarce commodity these days). History shows that people tend to exaggerate to both ways, and what we're witnessing, including today's selloff is merely a result of irrational behavior. Yes, things don't look good at the moment but in my opinion, now is the time to build positions selectively in segments and companies who can weather the storm. I think good biotech companies represent such a tremendous opportunity because their products and technology will always be in demand. Even companies who won't have a commercially available drug in the near future will be able to license drugs and technology to the pharmaceutical giants, who have deep pockets and are starved for new drugs. Remember: There is always a good market for good drugs.
I personally feel much more comfortable buying today, when all the fund managers and investors are dumping everything they have. They were the ones that accumulated all these stocks in the past year or two.

Ohad
]]> http://seekingalpha.com/article/99363/comments?source=feed#comment-278753 278753 Fri, 10 Oct 2008 09:18:07 -0400 http://seekingalpha.com/article/98214/comments?source=feed#comment-272504 272504
EXEL looks great at the current price. Similar to the overall market, all bad news (cash burn) are factored in and when multiple licensing deals are signed, I see it going substantially higher. It is less risky than ARQL, no doubt, thanks to its broad portfolio, and this should be ARQL's model as well.

EXEL just got involved in another crowded "next big thing" area yesterday, Hsp90 inhibitors. In this case it is lagging behind BMS
and SNTA among others.

Ohad

]]> Fri, 03 Oct 2008 09:17:02 -0400
EXEL looks great at the current price. Similar to the overall market, all bad news (cash burn) are factored in and when multiple licensing deals are signed, I see it going substantially higher. It is less risky than ARQL, no doubt, thanks to its broad portfolio, and this should be ARQL's model as well.

EXEL just got involved in another crowded "next big thing" area yesterday, Hsp90 inhibitors. In this case it is lagging behind BMS
and SNTA among others.

Ohad

]]> http://seekingalpha.com/article/98214/comments?source=feed#comment-272358 272358
I Don't follow ARIA too closely.]]> Fri, 03 Oct 2008 02:19:46 -0400
I Don't follow ARIA too closely.]]> http://seekingalpha.com/article/93716/comments?source=feed#comment-255560 255560 It's very hard to predict anything in this kind of environment, but as you can see, after reaching the 5-6$ level, the stock looks pretty strong. I think that when EXEL begins to announce licensing deals for several of its compounds already next month, investors will realize that, under no circumstances will the company raise capital at the current price level. They will use the Deerfield facility to pay back GSK, since it will probably decide not opt-in on any of the joint compounds.
8$ is a reasonable price target for year end, imo.

Ohad ]]> Tue, 16 Sep 2008 01:17:12 -0400 It's very hard to predict anything in this kind of environment, but as you can see, after reaching the 5-6$ level, the stock looks pretty strong. I think that when EXEL begins to announce licensing deals for several of its compounds already next month, investors will realize that, under no circumstances will the company raise capital at the current price level. They will use the Deerfield facility to pay back GSK, since it will probably decide not opt-in on any of the joint compounds.
8$ is a reasonable price target for year end, imo.

Ohad ]]> http://seekingalpha.com/article/93716/comments?source=feed#comment-248374 248374
]]> Mon, 08 Sep 2008 11:34:32 -0400
]]> http://seekingalpha.com/article/91907/comments?source=feed#comment-238728 238728
Thirstycamel, I certainly see your point. Anything can happen with a company like MITI, but anything also includes negative events. A high profile collaboration can certainly lead to another jump in the price of the stock, but if I had to guess, they'll do a secondary very soon. They would be crazy not to...

Ohad]]> Mon, 25 Aug 2008 15:19:24 -0400
Thirstycamel, I certainly see your point. Anything can happen with a company like MITI, but anything also includes negative events. A high profile collaboration can certainly lead to another jump in the price of the stock, but if I had to guess, they'll do a secondary very soon. They would be crazy not to...

Ohad]]> http://seekingalpha.com/article/91907/comments?source=feed#comment-236187 236187

I suggested taking money off the table because the recent climb wasn't based on anything new, fundamentally and partially because I speculate they’ll do a secondary soon, given the high stock price. I don’t believe in trading biotechs, but in this case, I did sell some MITI on Wednesday, so far an unwise move that cost me money, looking at the current pps…
I think that in many cases, investors ignore timing issues in drug development and although I expect good things from MITI down the road, the next data will be published only in the ASH annual meeting.
You mentioned the SGN-40 deal so there is one final point I want to make. SGEN got such a lucrative deal because it stroke it after the proof of concept clinical trial whereas MITI has already partnered MT103. Had MITI waited till now, they could have gotten a very nice deal.
Ohad
]]> Fri, 22 Aug 2008 03:29:41 -0400

I suggested taking money off the table because the recent climb wasn't based on anything new, fundamentally and partially because I speculate they’ll do a secondary soon, given the high stock price. I don’t believe in trading biotechs, but in this case, I did sell some MITI on Wednesday, so far an unwise move that cost me money, looking at the current pps…
I think that in many cases, investors ignore timing issues in drug development and although I expect good things from MITI down the road, the next data will be published only in the ASH annual meeting.
You mentioned the SGN-40 deal so there is one final point I want to make. SGEN got such a lucrative deal because it stroke it after the proof of concept clinical trial whereas MITI has already partnered MT103. Had MITI waited till now, they could have gotten a very nice deal.
Ohad
]]> http://seekingalpha.com/article/89380/comments?source=feed#comment-232614 232614 Sun, 17 Aug 2008 17:57:59 -0400 http://seekingalpha.com/article/82507/comments?source=feed#comment-232606 232606 The EXEL piece will be published next week end. They must wait to GSK's decision in order to monetize their portoflio, but I expect several deals already this year.

Ohad]]> Sun, 17 Aug 2008 17:49:48 -0400 The EXEL piece will be published next week end. They must wait to GSK's decision in order to monetize their portoflio, but I expect several deals already this year.

Ohad]]> http://seekingalpha.com/article/82507/comments?source=feed#comment-213720 213720 EXEL has so many shots on goal, with an excellent strategy of focusing on niche markets first, so the risk/reward ratio is quite compelling. ]]> Thu, 24 Jul 2008 16:18:02 -0400 EXEL has so many shots on goal, with an excellent strategy of focusing on niche markets first, so the risk/reward ratio is quite compelling. ]]> http://seekingalpha.com/article/84822/comments?source=feed#comment-206350 206350
www.hammerstockblog.co.../

btw, the dose was 60 micrograms per m2

]]> Tue, 15 Jul 2008 16:40:39 -0400
www.hammerstockblog.co.../

btw, the dose was 60 micrograms per m2

]]> http://seekingalpha.com/article/84822/comments?source=feed#comment-206349 206349
www.hammerstockblog.co.../


btw, the dose was 60 micrograms per m2]]> Tue, 15 Jul 2008 16:39:13 -0400
www.hammerstockblog.co.../


btw, the dose was 60 micrograms per m2]]> http://seekingalpha.com/article/80736/comments?source=feed#comment-190978 190978 Mon, 23 Jun 2008 12:23:20 -0400 http://seekingalpha.com/article/79023/comments?source=feed#comment-180782 180782
Hopefully next week...]]> Sat, 07 Jun 2008 06:02:53 -0400
Hopefully next week...]]>