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The Scientist

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  • Cytokinetics: Critical Phase IIb Data Is Upcoming In 2013 For Omecamtiv Mecarbil And Tirasemtiv [View article]
    Thank you Mr. Smith!!! I have been pounding the table on this stock for a long time! Maybe $CYTK will finally get the recognition it deserves!
    Mar 25 12:58 PM | Likes Like |Link to Comment
  • Cytokinetics' New Rally Pauses On Buyer Exhaustion [View article]
    It is ALS, not ALL (ALL is a cancer). CYTK was undervalued at less than $1. Tirasemtiv trial is a P2 but in reality is a P3. CYTK stated they will seek FDA approval for Tirasemtiv if 400 pt P2 trial positive. AMGN partnered Omecamtiv is a more valuable asset than Tirasemtiv. HF is a huge market with no effective drugs. Should get data from both drugs by the end of this year. Revolutionary drugs. Research published in Science and Nature.
    Jan 18 10:11 PM | 3 Likes Like |Link to Comment
  • Why A Sell-Off Among The Best Oncology Biotech Firms? [View article]
    As far as INCY, they have a huge problem with Jakafi. For details, look at youtube video by Dr. Pardanani, who is @ Mayo. Basically, Jakafi is a terrible drug for MF and should not have been approved by the FDA. This makes other indications for Jakafi very questionable.
    Aug 15 01:51 PM | Likes Like |Link to Comment
  • An Analysis Of Celgene's CVR For Abraxis [View article]
    Abraxane has been a huge bust for CELG. Early trials in breast CA looked very promising - turned out to be nearly worthless in later studies. Abraxane does not improve OS in metastasic breast CA pts. Approved purely on improved RR, which is very controversial. Why pay 10x's more for Abraxane vs paclitaxel if it does not extend life?
    For P3 lung CA studies, they data-mined to find statistically significant improvement in OS for the 156 pts >70. However, the bulk of the pts, 896, were <70 and it did not improve OS. Would be surprised if FDA approves for lung CA; likely FDA requires a larger study on pts >70. Early data on pancreatic CA looks good, but very small trial (44 pts). SPARC hypothesis controversial given a) breast CA pts are SPARC+ but Abraxane did not improve OS b) some studies suggest SPARC may have a beneficial role preventing growth/metastasis.
    Aug 3 08:15 PM | Likes Like |Link to Comment
  • Amylin Pharmaceuticals: There Are Better Investment Opportunities In Biotech [View article]
    In addition, AMLN has a true ace up its sleeve - a monthly version of Bydureon that works just as well as the weekly version. If the FDA approved the weekly, it is not a stretch that they would approve the monthly version of the same drug. As far as I can tell, there is no other pharma with even a monthly GLP-1 in development. Imagine pts needing to only take a drug once a month to control their diabetes and lose weight. A huge asset.
    Feb 3 04:44 AM | 2 Likes Like |Link to Comment
  • Amylin Pharmaceuticals: There Are Better Investment Opportunities In Biotech [View article]
    AMLN Bydureon superior GLP-1 drug. Would you choose stabbing 7x per week or 1x? Injections are not fun. Other weekly GLP-1 drugs in development have problems. Also superior to sulfonamides and DDP-4 drugs. GLP-1 drugs will be the standard of care for all overweight DM pts. Huge market potential.
    Feb 3 04:31 AM | 4 Likes Like |Link to Comment
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