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RTRX:
The company is uplisting to Nasdaq (currently they are listed on OTCQB). Here is a link to their S-1
http://www.sec.gov/Archives/edgar/data/1438533/000119380513002301/e611666_s1-retrophin.htm
and their website
http://www.retrophin.com/index.php (IR page http://ir.retrophin.com/)
I follow the company a little bit but do not have a position (some programs are more interesting then others to me). Yesterdays volume was quite interesting over 1.5 million shares traded but hardly a change in price.
I wonder if there is a statistical difference in treatment duration based on some measurable criteria such as baseline viral load (I didn't notice anything in the PR).
This is interesting I'm sure people can speculate its meaning in several ways...
Frost goes from President/CEO HALO to SVP at XON
http://finance.yahoo.com/news/intrexon-strengthens-leadership-companys-rapidly-213500384.html
and the new President and CEO of Halozyme is Helen Torley (Chief Commercial Officer at Onyx)
http://finance.yahoo.com/news/halozyme-therapeutics-announces-executive-transitions-213000559.html
HALO / XON
Kirk manipulating the management of some of "his" companies.
Frost goes from President/CEO HALO to SVP at XON
http://finance.yahoo.com/news/intrexon-strengthens-leadership-companys-rapidly-213500384.html
and the new President and CEO of Halozyme is Helen Torley (Chief Commercial Officer at Onyx)
http://finance.yahoo.com/news/halozyme-therapeutics-announces-executive-transitions-213000559.html
I think Soliris was after 2006 surprised JQ didn't get that one
Thanks everyone for the congrats and thanks SSKILLZ1 for all the efforts with the contest. A lot of nice returns this contest hopefully the bull market continues into the next contest I'm looking forward to getting some ideas.
You might like this video of him falling asleep during a segment
UTHR Recently had a similar subpoena the stock didn't move much oh and the intend to cooperate with the investigation too
http://ir.unither.com/releasedetail.cfm?ReleaseID=812424
CDER New Drug Review: 2013 Update
http://www.fda.gov/downloads/AboutFDA/CentersOffices/OfficeofMedicalProductsandTobacco/CDER/UCM378227.pdf
I found this chart interesting
Thanks to @AlecGaffney from the following article
FDA Provides Update on Breakthrough Product Designation Program, Showing Industry Interest
http://www.raps.org/focus-online/news/news-article-view/article/4409/fda-provides-update-on-breakthrough-product-designation-program-showing-industr.aspx
Here is what Pete had to say about the rule change
http://www.ajc.com/news/sports/baseball/mlb-moves-to-ban-home-plate-collisions/ncJC2/
I won't argue with his numbers and with his turnaround it probably got a lot of people looking into Stem Cell injections . Still 20 million for a 40+ (do we really know that he is just 40 ) who 5-6 years ago probably everyone thought was about finished seems like a lot of money.
If Pete Rose wasn't banned this would be used against him retrospectively
https://twitter.com/MLB/status/410901130936188928/photo/1
LGND:
LGND Promacta/Royalties
Just to add to what some other posters have said. The Promacta royalties are strictly sales based on the following levels (reset annually and Ligand recognizes one quarter after):
4.7% Less than $100M annual sales
6.6% On portion of sales in range of $100M - $200M
7.5% On portion of sales in range of $200M - $400M
9.4% On portion of sales greater than $400M
9.3% On portion of sales greater than $1.5B
There is actually a followon compound with better IP (and supposedly more potent) with a much better royalty. Its not advanced since I followed the company though The royalty is 14.5% on all sales (6.5% for first year sales).
* Ligand is one of my biggest (recent) regrets in selling. I liked the model, I liked the stock just thought it got ahead of itself and wanted to raise cash so I sold in the low 20's .
Clinical Impact of Ponatinib Dose Modification in Patients with Philadelphia Chromosome–Positive Leukemias
Ariad Posters
1496 Ponatinib In Heavily Pretreated Patients With Chronic Phase Chronic Myeloid Leukemia (CP-CML): Management Of Adverse Events (AEs)
4020 Cardio-Vascular Events Occurring On Ponatinib In Chronic Phase Chronic Myeloid Leukemia Patients, Preliminary Analysis Of a Multicenter Cohort
1483 Ponatinib As Initial Therapy For Patients With Chronic Myeloid Leukemia In Chronic Phase (CML-CP)
2738 Efficacy and Safety Of Ponatinib Following Failure Of Nilotinib In Patients With Chronic Phase Chronic Myeloid Leukemia (CP-CML) In The PACE Trial
1498 Efficacy and Safety Of Ponatinib Following Failure Of Dasatinib In Patients (pts) With Chronic Phase Chronic Myeloid Leukemia (CP-CML) In The PACE Trial
Full PDF's of posters 1496 and 1498 available on IR page of Ariad website (previous post in thread has direct links)
Thanks to (@TomSilver39)
The Ariad ASH Posters are available on the IR page at
http://investor.ariad.com/phoenix.zhtml?c=118422&p=irol-IRHome
PACE Trial: Management of Adverse Events – ASH 2013
PACE Trial: Post-Dasatinib Efficacy and Safety – ASH 2013
For an oral therapy can you think of anything more expensive on a per pill basis?
Actelion has a partnership in some territories
http://ir.auxilium.com/phoenix.zhtml?c=142125&p=irol-newsArticle&ID=1664219&highlight
And I believe Biospecifics (BSTC) gets an 11% royalty+markup (at least that is what is was a couple years ago when I looked at them)
I think Susie said it better . That is how I feel about McCann. He just doesn't look right shaved and in Yankee attire, even though he does like about 10-20 years younger! BTW, now that you guys need a second baseman we have one available cheap (well cheap to get not cheap salary wise)
Elan has to have one of the most interesting histories of products/companies they've sold/spun off. One somewhat less memorable for Elan shareholders (I was an Enzon shareholder at the time) was Abelcet. At the time Elan was having financial problems and stock had collapsed and they needed to raise cash. Enzon had a new CEO trying to make a splash (along with one of the most overpayed CFO's for a small bio ever) and they wasted a lot of money on the product. I nicknamed the product Albatross because that was more what the product was. I don't recall the exact amount but if ENZN management would have bought stock in ELN instead of Abelcet they would have a multi-bag return on the company in just a couple years.
I like the authors suggestion of listing who was in queue to ask questions on the calls but wasn't able to get their questions asked. That would be very interesting to see on some calls.
OT:
Companies Choreograph Earnings Calls to Hide Bad News
http://hbswk.hbs.edu/item/7293.html
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 NPS, MEI and Geron Investor/Analyst Events, Removed entry > ~1 month old
Credit Suisse Healthcare Conference
11/11-14
http://cc.talkpoint.com/cred001/111313a_jw/
Canaccord Genuity Medical Technology & Diagnostics Forum
11/14
http://wsw.com/webcast/canaccord12/
Goldman Sachs US Emerging / SMID Cap Growth Conference
11/14
http://cc.talkpoint.com/gold006/111413a_gm/
Ligand Analyst Day
11/14 10:30am
http://www.ligand.com
Lazard 10th Annual Healthcare Conference
11/19-20
http://wsw.com/webcast/lz15/
Jefferies 2013 London Healthcare Conference
11/20-21
http://wsw.com/webcast/jeff80/
Brean Capital 2013 Life Sciences Summit
11/25
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
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Procedure for Updating Calendar
When adding or modifying entries, please follow these steps:
1. Copy the complete text from the old calendar.
2. Make your additions or modifications, inserting new items in alphabetical or chronological order as the case may be.
3. Near the top of the message, give a very brief description of your changes (e.g. “Edits: Added JPMorgan conference”).
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Piper Jaffray Webcast Links
https://statusproconf.com/Agenda/event/25
(Thanks to @AndyBiotech)
If I understood correctly its not available till the webcast/call is. You can access slides/webcast here at that time
http://www.roche.com/investors.htm
Thanks bbotcs. I like to get ideas from the contestants picks of course the hard part is to figure out whose picks will do best in any given contest (unless of course KIK is in ) I was fortunate Biotech's got hot this contest and most of my picks/trades where there and one I was especially bullish on had a favorable EMA approval along with the market seeing the value).
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 Deutsche Bank BioFEST, Corrected J.P. Morgan SMid Cap Conference
BIO Europe
11/4-6
http://www.ebdgroup.com/bioeurope/index.php
Credit Suisse Healthcare Conference
11/11-14
http://cc.talkpoint.com/cred001/111313a_jw/
Canaccord Genuity Medical Technology & Diagnostics Forum
11/14
http://wsw.com/webcast/canaccord12/
Goldman Sachs US Emerging / SMID Cap Growth Conference
11/14
http://cc.talkpoint.com/gold006/111413a_gm/
Ligand Analyst Day
11/14 10:30am
http://www.ligand.com
Lazard 10th Annual Healthcare Conference
11/19-20
http://wsw.com/webcast/lz15/
Jefferies 2013 London Healthcare Conference
11/20-21
http://wsw.com/webcast/jeff80/
Brean Capital 2013 Life Sciences Summit
11/25
2013 Deutsche Bank BioFEST
12/2-3
http://conferences.db.com/americas/biofest13/
Piper Jaffray Annual Healthcare Conference
12/3-4
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
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
--
Procedure for Updating Calendar
When adding or modifying entries, please follow these steps:
1. Copy the complete text from the old calendar.
2. Make your additions or modifications, inserting new items in alphabetical or chronological order as the case may be.
3. Near the top of the message, give a very brief description of your changes (e.g. “Edits: Added JPMorgan conference”).
4. Post the updated calendar in a new message as a reply to the message with the old calendar.
Simeprevir / Medivir:
Is that 10% royalty rate official/confirmed by the company? Do they get any descent milestone payments?
Sorry KIK off hand can't give you an answer its been buried in my porfolio for some time. I've talked to the company a few times (not recently) Mr. Menard is pretty good about talking to people (at least me ).
MRCR:
A company I've posted about before jumped and I figured it must be something on their lawsuit and their was this
http://www.otcmarkets.com/financialReportViewer?symbol=MRCR&id=113880
Maybe they did it so they can commercialize the Medivir compound without any impediments/bad blood
FOLD:
SO twice they've lost partners now. I would never call these things good for the prospects of the drug. I am however impressed with Crowley's ability to end the deal on relatively good terms and (IMO more importantly) acquire an ERT company with their limited resources.
http://finance.yahoo.com/news/amicus-therapeutics-acquires-callidus-biopharma-210459448.html
Thanks for the info on what they talked about.
I knew Kale was bad stuff! But I do have my share of smoothies so I better be careful .
I just started listening a few minutes ago maybe there were some earlier but I haven't heard a hard question yet! I can understand wanting to be somewhat friendly to keep the dialog going and get good ratings but the way its sounding is ARod your right and Bud your evil
Here is the link if anyone is interested
http://betaplayer.radio.com/player/sports-radio-66-wfan-ny
BMRN:
Update that to 19 a, 1-b, 1-c
another meant to vote something different . The record should reflect her modified vote (there was no revote but the chair asked her to repeat for the record).
BMRN:
The panelist indicated that in her response. I was interrupted (on phone) and missed what the chair said but there was not a revote.
BMRN:
BMRN: