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  • Thoughts On The Celgene Revlimid Markman Hearing [View article]
    I am not following this particular case, but thanks for the excellent primer!
    May 16, 2014. 10:09 AM | 1 Like Like |Link to Comment
  • Senomyx - Addressing Each Bearish Claim [View article]
    Correct, the "human fetus in your Pepsi" hubbub on Facebook, Christian media, etc a couple years back was related to the use of the HEK293 cell line, which was in fact derived from an aborted human fetus.
    May 2, 2014. 02:08 PM | 1 Like Like |Link to Comment
  • Investing In The Future Of Cancer Therapy: Synta A Top 2014 Pick [View article]
    Jim, thanks for citing HSP90 Central - While I tweeted my agreement that the recent financing price (3.75) was a good trading entry, I strongly disagree regarding the longer-term potential for SNTA and ganetespib.
    Also, to clarify regarding the insider purchases in November, these were not on the open market. Instead, as has been the case for several years, a large proportion of the financing was purchased by company insiders, led by Bruce Kovner. Pretty much the entire company is either owned by insiders or shorted.
    Jan 2, 2014. 08:14 PM | 1 Like Like |Link to Comment
  • Put A Royalty Legend In Your Portfolio With Ligand Pharmaceuticals [View article]
    Two notes / corrections:
    The Kyprolis royalty rate tops out at 3%, not 7%

    The Abilify royalty only applied to the IM formulation which makes up a tiny portion of the blockbuster sales you quote. Royalties from US sales ended in 2010 and have begun to end ROW.
    Oct 17, 2013. 04:06 PM | Likes Like |Link to Comment
  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    First payment is next month!
    Oct 13, 2013. 11:58 AM | 1 Like Like |Link to Comment
  • Thumbs Down To Amarin's ANCHOR Would Sink Its Ship [View article]
    How can you write this analysis without taking into account the $150 million in debt that is secured by (and repaid with) Vascepa revenues?
    Oct 11, 2013. 09:16 PM | 2 Likes Like |Link to Comment
  • Medicines Company Braces For 2015 With Alnylam PCSK9 Deal [View article]
    This program wouldn't solve a 2015 revenue problem. The IND will be filed in late 2014, so a theoretical PCSK9 product launch would be years further away...and well behind competitors such as AMGN and REGN / SNY
    Oct 10, 2013. 10:20 PM | Likes Like |Link to Comment
  • Codexis Continues To Struggle With Little Relief In Sight [View article]
    Nice summary, thanks - I was a few quarters behind in the newsflow but I knew it wasn't good...
    Aug 22, 2013. 10:26 AM | Likes Like |Link to Comment
  • Keep An Eye On Ico Therapeutics [View article]
    Thanks for the update guys - I used to cover this along with the rest of the ISIS satellites but it has slipped through the cracks of late.
    Aug 3, 2013. 09:04 PM | Likes Like |Link to Comment
  • Pacific Biosciences Will Go Checkers Or Wreckers [View article]
    Thanks for the update - that is promising. The catch, as you mentioned, is how much they will continue to invest in R&D / cash burn
    Jun 28, 2013. 08:15 AM | Likes Like |Link to Comment
  • Pacific Biosciences Will Go Checkers Or Wreckers [View article]
    the last calculation I have is for 4q2012 and that is less than $40,000 per unit in consumables plus service revenue - $100k is not the average but may have been mentioned as a goal or the number for a top customer
    Jun 27, 2013. 08:20 PM | Likes Like |Link to Comment
  • Pacific Biosciences Will Go Checkers Or Wreckers [View article]
    Please post some rationale for that revenue growth rate. I have looked at the numbers extensively and can't get anywhere near 30%
    Jun 21, 2013. 12:17 PM | Likes Like |Link to Comment
  • Retrophin - An Upstart With Huge Potential [View article]
    Nice summary. For clarification, RTRX licensed the drug from Ligand Pharma LGND (a company they acquired previously had a collaboration with BMS), which would be due milestones and royalties. In fact in connection with the reverse merger, LGND received 7% equity stake as a milestone. BMS/LGND also have some rights of negotiation if/when RTRX decides to license the drug.
    Jan 17, 2013. 11:37 AM | 1 Like Like |Link to Comment
  • Taking The Bitter With The Sweet At Senomyx [View article]
    The claim that Campbell walked away over the HEK293 issue is simply a fabrication. But thankfully the article you linked wasn't one of the moronic ones claiming the fetuses were in your Pepsi. I do agree that the controversy has made inking new deals more difficult though.
    Nice article, though I am less optimistic on the timeline for a Pepsi product on the market and the revenue potential. If interested, you can find my notes on SNMX here:
    Dec 12, 2012. 03:26 AM | 1 Like Like |Link to Comment
  • Ariad Pharmaceuticals' AP26113: Strong Data For ALK+ Lung Cancer [View article]
    Nice work guys. And good point Rex. Note also that the responses SNTA has seen in ALK patients were also crizotinib naive, as are the patients being enrolled in the phase 2 trial with crizotinib. INFI also reported responses in ALK+ patients with their HSP90 inhibitor, but they are not pursuing this population.
    Oct 7, 2012. 01:27 AM | Likes Like |Link to Comment