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Roth is Pantginis = both suck big time.
$34.00...fine, bring it.. i still own 50% of my original position. The other 50% is gone from 14.00 to 21.00 (with my basis under $3.50)
Do you actually think this isn't going to drag on for months, at the very least?
Hardly time to look at SAC assets and start dumping bc you think theyre going to get shut down.
So, in the past 6 months we have had two Canadian cos blow up. This one, and Allon Therapeutics. NPCUF was down, I think, 98% on their failure.
Brutal.
So, doesnt this all mean that the Fed will keep the Fed Funds rate extremely low, while rates in other fixed income instruments will do what they are doing now (selling off, yields increasing).
Banks will be the main beneficiary here milking the public off a wide spread, no?
I'm sure some academics are testing Soliris in DDD.
See here: http://clinicaltrials.gov/ct2/show/NCT01221181
As I am sure you now, Soliris targets C5, 1135 is supposed to target both C3 and C5. I have no idea if that will make a difference or not. No clue at all. They seem to think it may.
They had two patients ready to go, and they progressed too quickly prior to enrollment and were dropped prior to dosing. It is only an N=5 study. Yes, it's pathetically slow.... ridiculous. I'm not so sure they know what they are doing with this ultra-orphan stuff.
CLDX announced that it will have data on CDX-1135 before the end of the year. This was a bit surprising, because the consensus seemed to be that CLDX could not enroll the trial, since Soliris is now being used in DDD
If you go to I Village ONTY, they were all speculating that the reason MERCK KG's stock was up 75% was because the Stimuvax results had leaked, lol.
Did anyone take a look at the Stimuvax data from ASCO?
No position here, but wondering if anyone has any thoughts on Merck KG filing with EU based on that 800 patient subset.
I was surprised to see oncologists tweeting that they were impressed by the subset data.
What does KG have to lose by filing?
ARRY aka Mini-EXEL, files for $100M convertible debt deal.
Of course, banker is Goldman, same ones who did the toxic Exelixis financing.
Yeah, really would have to show ridiculously good signals to show-up ibrutinib etc.
No one ever said its guaranteed to work in heme.
And, quite frankly, who cares. When the NSCLC and RCC data matures, it wont matter one bit about heme.
Not sure, it was posted today by someone on Twitter...laid out what their plans are.
I would love to know where PD-1 works in heme. It's a very crowded space right now with already stellar results in lymphoma.....Multiple myeloma? ALL? AML?
BMS needs to find the proper dosing for Ipi+Nivo in solid tumors.
The efficacy, I am certain, is going to be very eye opening in RCC and NSCLC when they are announced. BMS just needs to drill down on ipilum dosing levels and schedule
....which is what Checkmate 012 on clinicaltrials.gov is for.
Experimental: Arm G: Nivolumab + Ipilimumab
In Squamous histology subjects (NSCLC)
Nivolumab 1 mg/kg solution administered over 60 minutes intravenously prior to Ipilimumab on Day 1 of each cycle. A cycle is 3 weeks for combination regimen. Combination regimen will be provided for 4 cycles.
Ipilimumab 3 mg/kg solution administered over 90 minutes intravenously on Day 1 of each cycle, every 3 weeks for 4 cycles.
Followed by Nivolumab (3 mg/kg) administered every 2 weeks until PD or discontinuation due to toxicity.
Biological: Nivolumab
Other Name: BMS-936558
Biological: Ipilimumab
Experimental: Arm H: Nivolumab + Ipilimumab
In non-squamous histology subjects (NSCLC)
Nivolumab 1 mg/kg solution administered over 60 minutes intravenously prior to Ipilimumab on Day 1 of each cycle. A cycle is 3 weeks for combination regimen. Combination regimen will be provided for 4 cycles.
Ipilimumab 3 mg/kg solution administered over 90 minutes intravenously on Day 1 of each cycle, every 3 weeks for 4 cycles.
Followed by Nivolumab (3 mg/kg) administered every 2 weeks until PD or discontinuation due to toxicity.
Biological: Nivolumab
Other Name: BMS-936558
Biological: Ipilimumab
Experimental: Arm I: Nivolumab + Ipilimumab
In squamous histology subjects (NSCLC)
Nivolumab 3 mg/kg solution administered over 60 minutes intravenously prior to Ipilimumab on Day 1 of each cycle. A cycle is 3 weeks for combination regimen. Combination regimen will be provided for 4 cycles.
Ipilimumab 1 mg/kg solution administered over 90 minutes intravenously on Day 1 of each cycle, every 3 weeks for 4 cycles.
Followed by Nivolumab (3 mg/kg) administered every 2 weeks until PD or discontinuation due to toxicity.
Biological: Nivolumab
Other Name: BMS-936558
Biological: Ipilimumab
Experimental: Arm J: Nivolumab + Ipilimumab
In non-squamous histology subjects (NSCLC)
Nivolumab 3 mg/kg solution administered over 60 minutes intravenously prior to Ipilimumab on Day 1 of each cycle. A cycle is 3 weeks for combination regimen. Combination regimen will be provided for 4 cycles.
Ipilimumab 1 mg/kg solution administered over 90 minutes intravenously on Day 1 of each cycle, every 3 weeks for 4 cycles.
Followed by Nivolumab (3 mg/kg) administered every 2 weeks until PD or discontinuation due to toxicity.
Merck is going to begin testing PD-1 in heme later this year or early next.
What do you make of the premise that some macro-bears are making in that when a bond bubble breaks, that money doesn't rotate into different assets classes, instead, it just goes "poof!"
For instance, if you follow @HFTelemetry that is what he preaches daily,
AVEO SEC FILING
AVEO PHARMACEUTICALS-INFORMED BY ASTELLAS PHARMA THAT ASTELLAS NO LONGER INTENDS TO SUBMIT MARKETING AUTHORIZATION APPLICATION TO EMA FOR TIVOZANIB
Sounds like they're putting the screws to him, even with his $600M "please just make this go away" payment to the Feds.
Certainly sounds like he is one of the few that is next in line. I don't know why else they would say they are not cooperating inconditionally. It's certainly not something you would do or say if you are trying to get on their good side.
I am entirely in your camp, Checkpoint, regarding PD-1 potential and getting value from the Yervoy franchise. Complete regression is complete regression any way you cut it, and durability. There have been complete responses in Stage 4 NSCLC in the combination studies with only a few cycles of Yervoy combined with PD1. Pretty unprecedented. This is leaps and bounds beyond Avastin.
See this article today from a patient:
http://www.salon.com/2013/05/17/my_truly_remarkable_cancer_breakthrough/
Is it not a win-win for BMS though, since they own the Yervoy franchise and other cos will be using it?
Ha! If you follow many of the macro guys on my stream, it's pure hatred for Bernanke et al for years now. Any day the spooz are down 5 theyre jumping for joy.
The only ones talking "bubble" right now are the "macro bears" who hate Obama so much they have refused to buy a single stock in his presidency and have underperformed vastly.
This could go to $11 with the selling pressure
You got out at 14.00
IMO, a little of both. Shorts saw a TA breakdown, combined with some negative press, a couple negative reports, and voila, you have a short % increase (which will decrease for sure at some point)
Newheenetow, i was very much interested in Ariad when ponatinib, the molecule, was the story. I will get interested again when 113, the molecule, becomes the story. Zero interest in waiting for ponatinib revenues now.
Short interest increased from 10.8M on 4/15 to 12.7M on 4/30.
What do you make of that?
I exited because I wasn't interested in the fundamental story.
Take care.
Let's talk about the "precipitous pop" !
XOMA
re: MARQUEE
This recent data, I would say, that points to the utility of the tivantinib combination with erlotinib in a subset of the population that was selected originally. And originally, we selected a patient population than what is logically defined as non-squamous cell, advance non-small cell. The trial was second line and third line. We will report later on what the balance of the patients was between second-line and third-line therapy as well. And hopefully, we will be in the position to provide as much data as we will to be able to collect about post-treatment therapies whether deviations had been second-line treated or third-line treated. So that data is quite challenging to collect, as you all know. We are encouraged by this analysis. But at this time, we do not believe that this analysis give us an opportunity to redefine regulatory process for this trial at least in the Western world.
Did he suggest ARQL might have a regulatory path forward in somewhere other than the West (via MARQUEE and ATTENTION trial results - subsets)? i thought i had read that in the transcript....other than West, meaning, what? Asia, or does that include EU, since EU is East of the USA, LOL.
ARQL
Are you going to the Annual ARQL Meeting?
I might attend.
ARQL
Can someone comment on this:
"PFS in MET-high and MET-low populations were similar."
Big difference in OS, (H vs. L) however, nothing in PFS.
Comments?
They dropped their EU application
ARNA
CDX-1135..how long does it take for them to dose a single patient?
They told me a month ago they still had not dosed patient #1, but would be "soon" (which is also what they told me in August of 2012).
CLDX
according to this last SEC filing, Ayer Capital, a/o 12/31/12 didnt own any shares of CLDX
http://www.sec.gov/Archives/edgar/data/1471149/000114036113006945/form13fhr.txt
I might go to this..
ARQL.
ARRY
Article on Mek inhibition with selumetinib mention
http://www.cancer.gov/cancertopics/research-updates/2013/MEK?cid=sf11399900
Hence, the clinical study was initiated, and while at first it was slow to recruit, it ultimately was completed and viewed as strikingly successful. The drug – now in phase 3, and called ibrutinib — is not a magic bullet, but may emerge as a promising option for some patients with some B-cell cancers.
2. CRIS is already encouraged by what they are observing in the first dosing cohort, which is the lowest starting dose. CEO noted they are surprised they are already starting to see some signals. CEO later disclosed that they are seeing AEs consistent with target suppression.
Maybe. I will buy back at $14.00 so you can hear my "drivel" some more.
I am trying my hardest not to post here anymore except you keep annoying me with really stupid responses.
Again, all I did was ask why the stock was getting hammered and then offered an opinion as to why, and out of the woodwork come pinheads like yourself
(and, btw, you say i post here 'day in and day out'....fwiw, i almost never post here anymore because this once good informative board is now filled with a bunch of novices such as yourself who only want to hear, "this stock is going to $100 and the only reason it is down is bc of Adam F. and naked shorts and the SEC is in cahoots with Steve Cohen")
Goodnight, and good luck.
Hmmm...Gee...maybe because I am interested in buying again at some point?
LOL - you people are sad, really.
Actually, nevermind. I am really Steve Cohen and i am interested in naked shorting. (does that make you feel better?)
Or, would it make you feel better if i originally posted a big lie and said, "today the stock sold off because someone had sold 3,000,000 shares in error when they really meant to buy it. so tomorrow they will have to buy 6,000,000 shares to cover the error and buy their originally planned order."
BTW, Sonny. I owned ARIA when it was in the pennies. I am always interested in ARIA.
Sheesh. I didnt reallize what this board has become. 100% pumping and positive, or else you're a short or something else and you cant ask or post here.
Please dont respond. That way, I wont have to respond to you, and i can stop posting all together here.