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OT:
OT:
Look back at the previous post; I edited it with the links.
Re: Bad Science
With NIH grant funding now at 8-12% levels depending on the institute, this problem is only going to get worse.
When is the VVUS pdufa date? eom.
OT:
Silly question, but I've not been part of many buyouts so I want to be sure of something:
The AMGN buyout of MITI is done by a wholly-owned subsidiary of AMGN, Armstrong Acquisition Corp. If I don't tender my shares (I figure it's pointless* and I get charged a hefty transaction fee for tendering them), then it notes that AMGN will complete the transaction by purchasing all the remaining shares not tendered**.
Is there a practical difference between tendering my shares and letting Armstrong buy them out versus not tendering and letting AMGN buy them out? What's the point of having the subsidiary lead the buyout?
thanks
* I'm pretty sure a majority will be tendered.
** The language is: "Following the purchase of shares through the tender offer, Amgen will complete the transaction by acquiring all remaining shares not acquired in the offer through a merger at the same price as the tender offer. "
THLD:
Looks like if it can hit the survival endpoint in a phase 3, you might have a drug there.
Have you guys figured out if the phase 3 can be against gemzar alone, since a good number of patients are more likely to be taking gemzar + tarceva?
OT: Blade
Yahoo? That's so 1997, grandpa.
I shut down my Yahoo account. That might explain my silence.
As for Endocyte, the share price looks right up your alley. But I dunno much about it, as I'm generally staying away from these "payload" companies.
OT:
OT:
I love how you have a post generally talking about fundamentals, but then you resort to chart voodoo as the way to validate your fundamentals
Gotta love the market.
THLD:
THLD:
Marban is an egomaniac. He's cured heart failure in humans for years and years now.
Anyone know of a reason why PCYC stock has lost its mind these last two days?
PSMA ADC:
Well, there's not much there to sink our teeth into is there?
Off-hand I would not put much weight into PSA. I think you're of the same inclination.
As for the CTCs, I looked at the abstract and couldn't really see how they measure them. What is the marker they use to identify them? Do they sort them by FACS?
One of the things to be careful with these various "circulating" cells is that they're often very low in number, and the reproducibility of the measurement is therefore rather poor. I see a lot of this type of "circulating progenitor cell" type data around my area, and the numbers of cells identifiable is usually very low and, due to that, poorly reproducible. Without knowing what the magnitudes of those CTCs are, I wouldn't be too reliant on those data.
OT:
I thought my question was much more basic than the elaborate answer you provided.
Thank you all the same.
OT:
Completely disregarding the next step, which is whether or not global warming would have positive / neutral / deleterious effects on the world, I'd be curious about your answer to this general question:
What evidence would you have to or want to see to believe that the world is warming?
In other words, what measurements / phenomena, when shown to you in person, would make you nod your head and say "the world is warming." All aspects of the evidence you want to see (duration / magnitude / visible manifestation) are up to you.
No I'm happy for you.
There are too many stocks to reasonably follow, and when they're all going up as they are now, it always looks like I missed chances.
We'll revisit this when the drug produces its next set if results.
Cldx:
Oh I see! The drug started working in January 2012 after having a long stretch of not working through 2011.
Good news for all longs.
hypoxia:
Speaking of hypoxia, is it just me or is fibrogen's HIF inhibitor moving very slowly? They had an update late last year but it feels like they've been in phase II forever.
MITI:
This is actually the second time that a stock I've owned has been bought out by AMGN. I think I'm a little sadder this time though. The previous was Tularik, which I was feeling very iffy about when the buyout came out of the blue. I think they saved me from a stinker in that case, because as far as I know that acquisition hasn't exactly blossomed for them in a noticeable manner.
I do think MITI had a chance to do well. My heme/onc contacts were rather excited about blino; now I have them focusing on PCI-32765.
And in the spirit of disclosure, a quarter of my position got called away at 10 last Saturday. So chalk up a partial point to those on the opposite side of the covered call debate
Inhaled nitric oxide for PAH:
Too bad that the problem in pulmonary hypertension is that the cells are no longer responsive to NO. Otherwise it's a great idea