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Not that I am agreeing or disagreeing about Barry but do we really know for sure when he started using PED's? Maybe his head physically got bigger much after since it was probably metaphorically bigger much earlier
I agree on Rose being in the Hall. I was not a big fan of his during his playing/managing days but I think his accomplishments on the field warrant it. Perhaps if they want to single out what he did have a scarlet letter go along with their plaque shame plaque that goes along with their regular plaque so people to know.
IMO I think the HOF VOTING should NOT take into consideration whether or not PED's were used. It should either be decided upon as an eligibility criteria (i.e. don't even put them on the ballot) or if evidence is later discovered after they are voted in they should be removed. While many may be suspected I think this country is based on an innocent till proven guilty mentality. Right now it is a bit of mess with each voter basically being judge and jury whether rightfully so or not. The voters should be deciding based on performance.
Looks like Ken Gurnick won't be voting again for HOF. According to @CaseyStern one reason is he wouldn't have voted for Rivera. I'm sure ElisComing will be happy to know that (he won't be voting) .
I think Ken Gurnick was just trying to be trending on twitter
https://twitter.com/search?q=Ken%20Gurnick&src=typd
Maybe they'll go to a secret ballot in the future. Here is a good analysis on why Gurnick's vote doesn't make sense even by his own standard.
http://hardballtalk.nbcsports.com/2014/01/07/ken-gurnicks-hall-of-fame-ballot-is-perhaps-the-laziest-and-most-willfully-ignorant-ever/
Yeah Maddux looks like a guy who used PED's .
It would be funny if Morris comes out and says he experimented with them.
I saw it was the LA writer maybe he only knows Maddux when he pitched for the Dodgers (at the very end of his career) .
I am a Braves fan and I agree . I think there are still some who want to make a point about no one makes it on the first ballot. I wouldn't say Maddux was the greatest pitcher of all time to deserve to be the first but if you are not voting for him you probably don't know enough baseball to deserve a vote. I thought I saw something that they were changing some rules about the voting when one person sold his ballot this year (forget who).
Looks like Maddux won't be a unanimous selection
http://mlb.mlb.com/news/article/mlb/how-mlbcom-writers-voted-in-hall-of-fame-balloting?ymd=20140106&content_id=66341930&vkey=news_mlb
RNA:
DO you happen to have a link or reference to their comments. I would like to see some scientific papers (I haven't looked at their website enough to know if they have anything available).
Someone somewhere pointed out GSK has dropped one orphan partnership after another so I wouldn't be shocked to see this one end. While I certainly wouldn't view it as a positive I wouldn't rule out an investment if that happened though I would expect to pay much less for the stock .
Seems a few people here like RNA. Good to see you back here posting OB.
Not that I believe the BMRN drug would have cured her but still its sad to see that she passed away.
http://www.keyetv.com/news/features/top-stories/stories/austin-woman-battled-cancer-drug-dies-15275.shtml
Thanks jq. I had thought PTC an interesting company then the DMD data appeared bad on the surface but going through a bit and seeing the dystrophin production made me re-reconsider. I also saw @AndyBiotech post something about one of PTC's drugs for an eye condition. I find RNA's valuation compelling but I am not as familiar with what they may have changed with their earlier compounds that is a big part of what is preventing me from a real life position (and I'd like it in the low 4's again ).
I actually own or am considering each stock I picked in the charity contest, not to say I'll end up owning all .
I was very surprised as well to see Clark pick rtrx I thought perhaps he liked one of their new programs. I like some of their programs (PKAN specifically though its early) and don't like others (their FSGS specifically).
Thanks for the link JQ. I am a (somewhat) recent SRPT long and though I picked RNA in my SI charity portfolio am debating taking a position in real life. I've been reading some articles including one on PTC's drug (I'm sure your familiar but for others that aren't it increased dystrophin in some patients even though its mechanism is much different). I don't have a strong science background but it seems that there are enough questions with the results three companies have FDA question the limited data. That being said I think given the disease some sort of reasonable Phase 3 design will be reached. Do you have thoughts on RNA/PTC and their ability to increase dystrophin and not having clinically significant 6 minute walk benefit?
I was going back through some old SRPT calls and they mentioned about improving Eteplirsen (to have better uptake in heart muscles) do you know if anything has been done there? That would seem to be more critical for longer term survival
I think its a Yahoo glitch that will get resolved. I've noticed things like this before and they tend to be fixed (eventually). What makes me more confident is "MyYahoo" content that has the Biotech feed has current news. Out of curiosity I went to the settings and noticed I can copy it as an RSS Feed and I put that in a feed reader and got head lines so this may be a workaround (if I get into using my RSS reader enough probably a better solution). For those interested here is the Biotech link
http://finance.yahoo.com/rss/Biotechnology
RNA/GSK / SRPT:
Skipping Multiple Exons of Dystrophin Transcripts
Using Cocktail Antisense Oligonucleotides
h/t @AndyBiotech
http://online.liebertpub.com/doi/pdf/10.1089/nat.2013.0451
On possible reasons for RNA Phase 3 failing
Finally, skipping ef?ciency via subcutaneous
administration is 40%–80% lower than that achieved via
intravenous administration, at least in the mouse model
(Heemskerk et al., 2010). Taken together, exon skipping
therapy that targets different exons, or with different AO
chemistry and intravenous administration might be more
effective in terms of recovery of motor function in DMD
patients.
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Updated JP Morgan link, Added GS CEO Unscripted, Removed entries > ~1 month old
NPSP Analyst and Investor Event
12/6 8:30am EST
http://edge.media-server.com/m/p/q7e4zju4/lan/en
Geron Analyst and Investor Meeting
12/9 6:30pm CT
http://ir.geron.com/phoenix.zhtml?c=67323&p=irol-calendar
J.P. Morgan SMid Cap Conference
12/10-11
https://www.jpmorgan.com/pages/jpmorgan/investbk/conferences/smidcap
Oppenheimer Annual Healthcare Conference
12/10-11
MEI Pharma Investor Event
12/11 12:00pm EST
http://www.webcaster4.com/Webcast/Page/329/2936
Bank of America Merrill Lynch Healthcare One-on-one Conference
12/12
Goldman Sachs Healthcare CEOs Unscripted: A View From the Top
1/7/14
http://cc.talkpoint.com/gold006/010714a_gm/
Biotech Showcase 2014
1/13-15/14
http://www.ebdgroup.com/bts/presenters/prs_comps.php
J.P. Morgan Healthcare Conference
1/13-16/14
http://jpmorgan.metameetings.com/confbook/healthcare14/agenda.php
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The JP Morgan Conference site seems to be up now. The schedule can be found here (you may need to register first):
http://jpmorgan.metameetings.com/confbook/healthcare14/agenda.php
GCVRZ:
Is the trading liquidity sufficient to buy enough shares to make it worthwhile?
What is the time limit to achieve $400 million in sales for Product Sales Milestone #1?
For the United States of America, the United Kingdom, Germany, France, Italy and Spain, sales achieved in the 4 calendar quarters immediately following the quarter in which Lemtrada is first sold in that country (after receipt of marketing approval in that country, including pricing and reimbursement approval, if necessary) are counted toward the $400 million sales milestone.
The disease definitely needs some hope for patients and while neither drug will stop the disease they would at least be a step forward. With some success more interest and research could come like happened in PAH.
Hope you have a Happy new year as well!
Summer Street thinks ASCEND will be successful and BI's nintedanib will fail. I believe they've been bullish on ITMN for a long time so they may be a bit biased.
http://www.streetinsider.com/Analyst+Comments/InterMune+%28ITMN%29+Stock+Can+Continue+to+Run+in+the+First+Quarter+of+2014+-+Summer+Street/9012043.html
I actually heard a CEO make that same analogy (hockey stick) I can't recall for certain but I suspect it was UTHR as that is something that Dr. Rothblatt would say plus they had enrollment problems with their trials in the past (probably was for their Inhaled). I have no comment on the fulfillment of that analogy but I suspect they didn't enroll any hockey players
GCVRZ:
Does anyone know off hand if the milestone payments expire (other than the one for approval before 3/31/14)
Did a quick read but didn't see
http://www.sec.gov/Archives/edgar/data/732485/000095012311017162/b85162exv99waw43.htm
Edit: See its till 12/31/2020
I don't use it much but if yahoo makes a permanent change this is the business wire science link
http://www.businesswire.com/portal/site/home/news/industry/?vnsId=31337
Biocentury year end roundtable
http://www.biocenturytv.com/player/2951198364001/2953498365001?utm_medium=web&utm_source=video_link&utm_campaign=bctv_twitter
Predicting submissions for US Biosimilars
EDIT:
The first of the 4 part 2014 Year ahead look starts here
http://www.biocenturytv.com/player/2951198364001/2953498362001
Webcast Calendar
[Please see updating procedure at
the end of this post. All times are
U.S. ET unless indicated otherwise.]
NOTE: ANYONE MAY UPDATE THIS FILE
Edits: Added JP Morgan, Removed entries > ~1 month old
2013 Deutsche Bank BioFEST
12/2-3
http://conferences.db.com/americas/biofest13/
Piper Jaffray Annual Healthcare Conference
12/3-4
NPSP Analyst and Investor Event
12/6 8:30am EST
http://edge.media-server.com/m/p/q7e4zju4/lan/en
Geron Analyst and Investor Meeting
12/9 6:30pm CT
http://ir.geron.com/phoenix.zhtml?c=67323&p=irol-calendar
J.P. Morgan SMid Cap Conference
12/10-11
https://www.jpmorgan.com/pages/jpmorgan/investbk/conferences/smidcap
Oppenheimer Annual Healthcare Conference
12/10-11
MEI Pharma Investor Event
12/11 12:00pm EST
http://www.webcaster4.com/Webcast/Page/329/2936
Bank of America Merrill Lynch Healthcare One-on-one Conference
12/12
Biotech Showcase 2014
1/13-15/14
http://www.ebdgroup.com/bts/presenters/prs_comps.php
J.P. Morgan Healthcare Conference
1/13-16/14
http://jpmorgan.metameetings.com/confbook/healthcare14/ (not yet live)
http://www.connectbiotech.org/print/pdf.php?export=event&event_id=2018 (list of presenting companies for those that can't wait)
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GENT / JAZZ:
GENT filing 14D9 thanks to @AndyBiotech for the heads up
http://www.sec.gov/Archives/edgar/data/1314755/000114420413068826/0001144204-13-068826-index.htm
Do they have to be approved?
If not Remoxy and afrezza are two I can think of off the top of my head.
UTHR:
OK I am slow should have noticed this earlier!
This Drug Company CEO Just Named Her New Drug After Herself
by Matt Herper
http://www.forbes.com/sites/matthewherper/2013/12/23/this-drug-company-ceo-just-named-her-new-drug-after-herself/
JAZZ / GENT:
Sigma-Tau owns 17%. On the merger call the Webush analyst (who knows the company extremely well) thought the agreement had something in with regards to a takeover and the license expiring after 8 years (from US approval). Also in the filing Sigma-Tau indicated some open business needed to be resolved before executing a support agreement.
JAZZ had secured 15% of the shares (though I believe the figure was low 20's when diluted shares are factored). They need to get 66% of vote (though I believe they can lower it to just a majority). IMO I don't think they can get it passed without getting Sigma-Tau on board. The easy thing would be to negotiate a deal with Sigma-Tau I would hope Sigma-Tau is considering their own bid that may be just wishful thinking on my part
GENT / JAZZ:
Here is a link to the tender offer filing out today
http://www.sec.gov/Archives/edgar/data/1232524/000119312513481906/0001193125-13-481906-index.htm
Page 20 here has the background seems Jazz was interested for some time
http://www.sec.gov/Archives/edgar/data/1232524/000119312513481906/d647721dex99a1a.htm#otprom647721_14
Interesting Sigma Tau did NOT sign the support agreement!
CANF:
My first reaction was similar to yours. Two things to keep in mind though its oral and CANF had a tiny market cap so they don't need it to be much to have a significant impact. I passed on investing some time ago (at much lower prices) thinking this study would fail so I was wrong. Congrats to midas, genisi and other longs!
UTHR:
Apparently the company was surprised as well with the approval (they said the early approval was a surprise), they won't be ready to launch for about 6 months!
No price is set but They said they will charge by dose and implied comparable revenue per patient so probably talking > 100k for avg. dose.
Europe apparently need a morbidity/mortality study.
UTHR:
FDA Approves Orenitram™ (treprostinil) Extended-Release Tablets for the Treatment of Pulmonary Arterial Hypertension
CC Monday 9am
http://finance.yahoo.com/news/fda-approves-orenitram-treprostinil-extended-010100399.html
the United States Food and Drug Administration (FDA) has approved Orenitram (treprostinil) Extended-Release Tablets for the treatment of pulmonary arterial hypertension (PAH) in WHO Group I patients to improve exercise capacity.
I'd be curious to know how much the AE profile (specifically pruritus) had on doctors shying away from Incivek. Perhaps it just gave Merck reps some additional ammunition?
Texeira, McCann, Johnson what is this the 2008 Braves line up?
XON / MEDS:
Intrexon to Acquire Medistem to Generate Multipotent Cells
Medistem's Stem Cell Technology to be Integrated Into Intrexon's Proprietary Synthetic Biology Platform
http://finance.yahoo.com/news/intrexon-acquire-medistem-generate-multipotent-154433543.html
I don't follow Intrexon and don't really know what Kirk means by synthetic biology sure seems he has done a wide array of (albeit smaller) deals I don't follow the connection(s) though.
...to acquire, for approximately $26 million, San Diego-based Medistem, Inc. (MEDS) a pioneer in the development of Endometrial Regenerative Cells ... Pursuant to the definitive agreement, Medistem stockholders will receive in exchange for each share of Medistem common stock $0.27 in cash and $1.08 worth of Intrexon common stock, based on the 20-day volume-weighted average price of Intrexon's common stock immediately prior to closing.
GENT / JAZZ:
Not to sound greedy but that is not much of a premium from past few days. Not the first time Jazz has bought a company I owned or followed.
Jazz Buying GENT $57 a share
http://finance.yahoo.com/news/jazz-pharmaceuticals-gentium-p-announce-214300269.html
CC at 5pm
Edit:
Webcast link:
http://edge.media-server.com/m/p/ydx4wbww/lan/en
RNA / GSK:
DEMAND III Results Thanks to
David Grainger @sciencescanner
Link is direct to PDF
http://t.co/Zp1VdQhRQE
RNA:
GSK and RNA will delay a decision on next steps till January according to this PPMD letter
http://community.parentprojectmd.org/profiles/blogs/current-status-of-drisapersen-studies