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Ya gotta think that more attention will be paid to TGTX given the duvelisib failure.
Question for me is does tg get bought out or do they just partner 1101 to BIIB (MS) and 1202 to ABBV or GILD for monster money?
The future of $TGTX is looking a little stronger all the time...
http://www.pharmatimes.com/Article/16-03-14/Gilead_s_Zydelig_under_scrutiny_in_Europe_on_safety_concerns.aspx?utm_source=dlvr.it&utm_medium=twitter
Well Dew, The GENUINE (Imbruvica/Ublituximab) data is getting close and TG-1101 will be the first marketed product for TGTX.
It also happens to be such a positive addition to Imbruvica in CLL with ref to added efficacy and safety profile for the class, that it seems to me that it would almost be irresponsible of physicians not to make this combo THE new standard of care in CLL period.
The above scenario makes TG-1101 a blockbuster drug and that is just getting a foot in the door. Then comes proprietary combos...
The only reason that I can think of that TGTX is <$500 mc today (besides the recent bio carnage) is simply that nobody believes that this drug can be this safe. Like everyone is waiting for the Iclusig shoe to drop. I dont think its at all likely in this scenario.
Anyway, Here is a start. Thanks Dew. Have a great day.
G$
Ripple effect implies even stronger future for TGTX.
Why is it that no one talks TGTX in this forum? Ridiculous return potential.
<The notable difference for me is that the Acerta drug looks to be potentially better than the PCYC drug. :) >
Seems comparing the 2 would leave the potentially BIC from TGTX out of the conversation.
Whaddya think?
You need a lesson in global economics and international banking.
Do I?...lol. Greece has no "real" economic impact on the world economy period. Never will. It might as well be Lichtenstein. Once again it is perceived.....get it yet?
You also need a lesson in what moves Markets. There is a level at which in Markets what is perceived as real has very real effects. Just watch the Markets the coming weeks.
I didnt say it wouldnt move markets. It is merely a trading headline. Absolutely nothing more. And you know that so dont put words in my mouth.
And in the end, everything you and others mention about the GREXIT and its world changing effects.... actually has less than zero impact on any issues concerning reality.....it is Greece for God sake!
What a joke (although perceived real) this entire topic is....
Thought there might be some chatter on $HTBX with todays move. Seems investors are either fully on board or believe it is a scam.
http://tinyurl.com/mfqr75w
Thoughts?
KPTI
Uh, shares closed Friday at $47 and change. Guess I shouldn't bother. ; )
Are you bothering now mcbio?
ARIA—Who thinks $400M of product sales in 2018 [is/isn’t] achievable?
Didnt listen to the presentation but if AP26113 is counted then $400M is a possibility by 2018. If only Iclusig then they will be able to generate at least enough for a company sponsored luncheon.
CNAT
-35% AH drop seems very shortsighted. Just early data. How many thousands of patients are there in rehabs that could get this drug's #'s appropriate for studies? Many imo.
I might be a holder by COB tomorrow
Thx Dew,
G$
Ref ENTA: The $83,319 cost is neither appealing to the investor eye nor to the PAYER (insurance). It was essential, bordering on CRITICAL that pricing was correct for the PAYER. ABBV couldnt have gotten it any more incorrect. ANY price in the mid-$70K's was the sweet spot (psychology view). Little price erosion ultimately... and considerable MS uptake. I am disappointed at the lack of thought....
No difference to ENTA over time but short sighted really.
Merry Christmas, and here is to good Scotch!!
G$
Iclusig isnt dead. It will definitely create enough revenue to keep the company in printer cartridges and pens for a long time.
If AP26113 pans out...in 2017.....then Ariad will be worth more than $5. Today it is not. If '113 hits a snag then BK is all but certain.
What else do you need to know?
Lots of people say that shorts are the smartest people in the room or have more access to data or (insert here). Obviously not true here. I love the dildo's that are selling today so I can grab a few more shares. Bottom line is that there simply isnt anything that would warrant even a single share be short in this stock. They will pay the price pretty shortly.
All good jq except that aint the slide
GREAT would have been an expansion of the label. Today's PR was exactty as expected. Notice the huge run in the sp.....oh wait, HB is still there which makes all good news irrelevant.
Nah. Actually HB is slapping each of us in the face by staying put...thought I would return the favor.
TGTX IR response. Conversation started here:
https://twitter.com/grdollasign/status/524940698349355009
Hi Ross-
We thought you were referring to the Day 15 Plasma Concentration Projections slide which was presented during the BioCentury Conference in September 2013. We checked the presentation posted online for the 2014 Rodman conference and there was a slide, which Mike did not speak to in his presentation nor was it actually presented at the Rodman conference, which shows the Idelalisib Cmax at 150mg BID and the projected trough level for the 800mg QD micronized fed dose of TGR-1202. In the slide posted online from the Rodman presentation it is clearly noted that the comparison is our projected trough level to Idelalisib's Cmax and is not the same as the slide referenced in the article.
Here is the link to the presentation posted by Rodman:
http://wsw.com/webcast/rrshq24/tgtx/
Also, I wanted to note that in June 2014 at the Wells Fargo Healthcare Conference Mike does speak to the slide where we note Idelalisib’s Cmax and speak to our projected trough level. You can view the webcast from the event on our website http://ir.tgtherapeutics.com/events.cfm. If you scroll to the 15 min and 30 second mark of the audio file, Mike clearly explains our position as well as why we think this information is valid and important. He also reviews this slide and information in the JP Morgan January 2014 webcast, also available on the events page of our website.
Hope this helps to clarify.
Best,
Jenna
There will never, ever, ever, ever, ever be a buyout of this company as long as HB is there. Stictly common sense.
Why do you continue to hold this stock???
I dont hold the stock anymore and consistently call for HB to step down because I want back in....post HB.
What??.....lol....that was a ridiculous comment...
The only real option at this point to me...and I dont know how it would ever happen...is to call an emergency shareholder meeting and can HB's ass and most of the board. Give Denner the reins and pray for positive movement. Right now shareholders are sitting ducks.
Could not agree more on every point 2da. This move was desperation. At the very best it took place in order to clear the lease on the new office space and that decision couldn't be more shortsighted if that is what we find out.
My only question is why sell an asset in an up and coming space when it could add additional premium in a buyout scenario?
out on a limb...they will file chapter (?) bankruptcy....
Getting ready to be a regime change.
I will be a buyer again in the $4-$4.50 area.
Thanks Dew. Will give it a listen.
'they need superiour tests not increased publicity'
Maybe they are shopping for a suitor
...a leader in the field of..
Is there no shame?
Thank you Nostradewmus.
Illumina Partners With Big Pharma To Create New Genetic Tests For Cancer
This looks good on the surface but FMI seemingly tends to partner their skills with the end user...CTCA, MD Anderson....those who actually $order$ the test. So, in the end ILMN and BP appear to be behind the curve imo
G$
Thx. (EOM)
Dew,
Are you looking for anything specific coming out of the $FMI call today?
thx
G$
ok. thanks
I read the title:
'Ponatinib as Initial Therapy for Patients With Chronic Myeloid Leukemia in Chronic Phase'
Your quote came from the purpose. Why are they different?
thx
G$
Ref: www.clinicaltrials.gov/ct2/show/NCT02130557
Thanks to jaybe on SI:
http://www.siliconinvestor.com/readmsg.aspx?msgid=29665757
I would think that if the 30mg ponatinib study that began in 2012 by Dr.C is successful in alleviating the SAE's with continued BIC efficacy then the Bosulif study will turn out to be a waste of time imo. I am betting on Dr Cortes to figure it out as he had seemingly done a long time ago as I recall from previous data.
I am not in ARIA anymore but will be at some point if it flushes again.
G$
I did not know that. Makes sense unless you are in a quickly advancing field that warrants constant update. Either way, I want ENTA to drop a PR bomb on these selling F^#%*@s sometime shortly where I can smell the short toast all the way here in Oregon.
That's smart business to me. Gives the appearance of focus on productivity....like, "Hey, I am unloading another pallet of cash over here...lets do that earnings thing every other time"
We continue to believe ABBV’s regimen will take
reasonable share that behind-the-scenes discounting could help foster, but that the experience with and
better profile of GILD’s Sovaldi-based regimens will enable GILD to retain its leading position.
I think this has always been the expectation from most everyone who follows ABBV/ENTA. And precisely why ENTA will have huge hoards of $$ shortly.
It...makes...uhh..uhhh....silhouette of....ohhhhhh!!!...Dr Berger....
I love that game
Great nugget. Thanks
G$
The FDA is looking to clear the slow steppers trying to take advantage of much naivete' in this space given the growth imo. I would believe FMI and maybe others like it may end up completely exempt or suffer the minimum bureaucratic intrusion.
From the article Dew posted
Tests for rare diseases, which might be uneconomical to develop if required to go through F.D.A. review, would be exempted.
Dont know, is cancer considered rare?