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ACHN - Great day. Thanks again McBio for the heads up. Sold 1/2 in the mid $3 today. Hope to load them back up cheap after they raise cash. glta
ACHN - Nice one McBio. Was this news expected this early as i had them down for q1 2010?
Please help. I clicked the link to the BV board but it seems to have redirected me to the "Guide to trading Biotech stocks" board. Anyone? tia
MNKD - Is this doomed to fail now that they can't find a partner? Is it possible they didn't get offered the deal they wanted? Anyone care to comment.
DewD - Palomar Dumped by J&J??
http://247wallst.com/2009/10/16/palomar-dumped-by-jj-pmti-jnj/
I remember you alluded to the fact that J&J never bothered to PR the news when the device was cleared by the FDA. Now we know why. I would have thought the market for something like this would be quite significant. Why do you think J&J dropped it?
RDEA - Phase 2a results for their lead drug out next week. Robust pipeline. Nice pullback recently. Anyone follow this?
ACHN
CYPB
CYPB - Interesting partnership with Forest labs for their drug Savella. Anyone follow this one?
DewD / p3analyze?
Why do you think the market applies zero value to Nimo? What do you think of the H&N data presented at ASCO recently? Would really appreciate your feedback as this stock has me puzzled.
P.S. I'm aware of the colon cancer trial that failed but management said this was due to "CRC cell lines exhibiting a much lower expression of EGFR then other cells, thereby representing a poor natural target for nimo".
exwannabe?
I noticed this post from you on Nimo after the ASCO presentation.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=38346072
Would you mind elaborating a little on the trial. What's your opinion on the data so far and what to expect from the 44month survival data being released at ASTRO. Thanks very much.
RPRX - DewD & Hptaxis
I would like to thank you both immensely for your posts the last year or so exposing this company as a fraud. It has been an amazing story to watch unfold. Your knowledge is invaluable.
P.S. It seems like only yesterday that "Dr. Bill" was here touting this company. I wonder where he went to?
COR
DNDN - DewD do you think Aschoffs misgivings are well-founded after yesterday PR? tia
CRGN - Another with a robust pipeline and balance sheet. Clinical trial results on their lead compound in two indications coming 2H09. Appreciate any feedback. TIA.
Sorry for bothering the board it's just that i have some speculative cash i would like to invest.
ARYX - Looks like they have a robust pipeline and balance sheet. Results of a Phase 2/3 clinical trial of Tecarfarin (possible warfarin replacement) coming in June. Anybody follow them? Appreciate any feedback. TIA
[/quote] Does this mean NVS can simply abandon Xyotax and thereby render the above clause null and void? [/quote]
No, sorry i misinterrupted the excerpt you cited. However this is also from the same SEC filing relating to the Pix option:
"In general, if Novartis has decided not to make the Xyotax Election, then the Corporation would be eligible to receive (i) a customary royalty on pixantrone worldwide sales and (ii) up to $71 million of milestone payments (if all milestones were achieved)"
So why wouldn't Novartis just decide to abandon Xyotax and then sign an agreement with these terms? They just saved themselves $7.5m. lol.
Really appreciate this dialogue with you although i am still quite confused. :)
[/quote] If Pixantrone turns out to be a blockbuster, it will be Novartis’ blockbuster, not CTIC’s. All CTIC stands to get is the $111.5M (7.5+104) mentioned in my previous post.
Would the royalties not be consequential? Thanks for your feedback.
DewD - Question?
I know what you think of Bianco & Co (CTIC) but seriously feelings aside isn't the Pix data very promising? I mean how ironic it would be if these shysters actually managed to get this to market and rewarded their shareholders. Market cap is approx. 300m so someone thinks it has a chance. Also Novartis has the option to develop and commercialize Pix. Do you think they enter into an agreement with them? tia.
GENT - Anyone follow this?
http://finance.yahoo.com/news/Gentium-Announces-Preliminary-bw-14775759.html
NFLD - DewD??
"BLA for PolyHeme Accepted for Filing and Granted Priority Review"
Some people seemed to think they would get a RTF action letter. Seems like management did a decent job with the submission. Has anything changed or are they still destined for failure IYO?
CTIC - DewD??
What do you see happening with this company? The Pixantrone results look very promising yet they will be out of cash very soon. Sorry for asking as i know you detest their CEO.
"This drug has zero chance of FDA approval absent new, convincing data, IMO."
Assuming the FDA agrees with you can they infer this in their discussions with management or will the company have to file an NDA and wait to hear back from them.
To be honest i'm just trying to determine whether they will just go ahead and file or start another trial but i'm unsure as to what exactly the FDA discussions will disclose. Can the SPA be amended? Appreciate your replies.
DewD??? Would really appreciate your opinion on the following:
ALTU released the results for their CF trial recently which hit the Primary Endpoints but failed to reach the goals outlined in the SPA. On their CC yesterday they said they plan to meet with the FDA in a couple of weeks to discuss the drug and that they will ask the FDA yes or no as to whether they should file the NDA. Is it unusual for a company to ask their advise and what do you think the FDA will say? TIA.
IDIX - Any news? Yikes
Insane Market - So tell me DewD what have you been buying recently?
INCY - Microcap??
What's your opinion on the recent released Psoriasis data? tia
DewD - Are you looking at any other companies in the medical aesthetics sector? Many of them are cash rich and profitable with P/Es < 20. Do you think we see some consolidation in the near future. TIA.
DewD - Can you please comment on this article. Stock has been on a tear recently.
http://seekingalpha.com/article/63379-micromet-biting-cancer
TIA.
Insider Question
Any idea why no insdiers have purchased shares this year? Does this not worry anyone? Just an observation. GLTA.