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The EU members are ignorant fools. They have the playbook from the US fiasco from 2008...they know what to do, but are too ignorant to do it.
One would think this thing is going to rip if Europe gets their head out of the sand.
so this is an excellent hire in my view.
Merck will certainly have somewhat of a toehold in the Ariad buyout door
The HSP90 drug is junk
I dont know how much I believe this.
Glad the gap was filled (isnt it amazing they always gravitate and fill them)(pretty pathetic actually, but thats the way the markets work).
Now, the ECB needs to wake the fck up. Their dilly dallying is quite sad and stupid.
Lots of GDC-0449 in here:
ACTNOW is an early-phase clinical trial program designed to help shorten the time it takes to move new cancer treatments from the discovery phase, to drug development, and, ultimately, to approval and safe use by cancer patients.
The table below lists the ACTNOW trials by cancer type, and contains links to descriptions of the drugs being studied, the trial objectives, patient enrollment criteria, and locations where patients receive treatment.
LOL. Did you just happen to "forget" about 8 years of George Bush? Just trying to keep it real.
Yah, they're a bunch of geniuses.
A bunch of inept morons running this country. What a shame.
Works for me.
Your browser may not be set up for .scribd flash files or something.
I guess it's easier for a doctor to write a 'scrip for a pill, than it is to write one for Provenge, and then have to wait for the drug to be manufactured, and then have to wait to get reimbursed.
Dendreon would be best suited in the hands of a very large pharma that can work all these problems out.
OT: If anyone is interested in how Goldman intends on fleecing their clients next, here you go:
http://www.scribd.com/doc/63818804/GS-StateOf-the-Markets
Is the process of the patient going through the "manufacturing" of the drug just too confusing for the doctors, whereby, it's much simpler to go with an "oral" therapy (eg JNJ)?
OT: Greece Economics via Morgan Stanley
http://www.scribd.com/doc/63810410/The-Economic-Consequences-of-Greece
Wnt, Hedgehog, and Notch
http://www.rsc.org/images/Cancer%20Stem%20Cells%20-%20Stemming%20The%20Tide_tcm18-206501.pdf
BTW, if your company has no news, prepare for it to track all major indices subject to its beta, thanks to the jerkoff robots that are controlling todays US stock markets.
I am convinced that if the US government entirely printed false numbers saying GDP was at 2.5% and unemployment was at 8.5% etc etc etc., that the corporate lemmings and all these other people ( who continue to be flipped flopped back and forth by the nitwits on CNBC and Fox, i.e., Bob Pisani who repeats the same thing over and over and over all day long like a freaking parrot) would frantically start hiring and buying more things etc., and our economy would turn around very quickly.
There is a tremendous amount of negativity in the media and general public which isnt helping at all.
Just do what China does....lie.
OT: Morgan Stanley's Interest Rate Playbook
http://www.docstoc.com/docs/92878594/Market-Support
LOL. I hate averaging down..but I continue to do so in that dog. I think it's the only reason the stock exists----so people can average down.
Let me guess...ARRY. What a dog.
I (we) know this.
I am happy with my last purchase. Despite pullbacks based on technical factors, and stalling out, etc., I consider it a gift that I have a portion of my original investment back in this name.
Assuming the markets don't go to hell, and EU can get their asses in gear and get with "the program", this name trades much higher IMO.
The pigs always fill their gaps.
Exactly at the point anyone who follows technical analysis would have expected some resistance.
An article on Hh and exploring its role in pancreatic tumors.
Its from March.
http://www.boltinternational.com/2011/03/hedgehogs-at-asco-2011/
Go to IBD for a complete review of what I'm talking about
LMFAO...and why was THIS THEEEE critical day??
You would expect it to have trouble around here with the 50 DMA.
BTW, the NASDAQ didnt have a good day and small cap indices were down on the day.
XOMA LTD <XOMA.O> SAYS STEVE ENGLE HAS CHOSEN TO RESIGN FROM HIS POSITIONS AS CHIEF EXECUTIVE OFFICER
Just an FYI for anyone who owns it here (I do not).
Pretty disappointed in myself for not pulling the trigger on KERX when I was buying other names a couple of weeks ago. I've been wanting to get back in before the final results.
I think the drug probably works, I think I am more concerned about trusting their management (although, they did replace their CEO a while back...who was the biggest carnival barker around).
I think CUDC-101 is definitely an interesting "drug". I just think it's a way off.
I'd like to see some more trial results (positive of course) come out for Vismo which will allow me to get out with a really nice gain (before they dilute, again, of course). Not stoked on this management team, at all. Clueless when it comes to financing, and who to finance with.
For those who have been following the story more than me, what are the chances cabozantinib meets the primary endpoint in MTC (believe results are due by end of Q3 (September 30).
Picked up a small lot for a trade a couple of weeks ago. (along with CLDX, ARQL, more CRIS, more ARIA, more ARRY). If all works out, I might have to send Standard & Poors a bouquet from FTD.
TIA
vismodegib has failed a CRC trial, and that historically regimens that have been shown to improve response rates haven't necessarily demonstrated improved survival.
Let's see how the Ariad PR machine handles the PR for the first patient dosed in the P1-2 '113 trial
Yes I have but it's not as clear cut as, say, Ponatinib when Ariad had the Phase 1 for '534.
IMO, these patients are severely sick and don't have a "chronic" illness to post their results.
I am just formulating an investment thesis here. I believe the drug is going to work. I'm not here to buy when everyone already knows the news.
I don't know if Stand Up To Cancer is having their annual telethon this year on all the national networks on a Monday night, but, it wouldn't be a bad thing if they mentioned the Hh in a very positive light.
And so how do you explain similar results with INFI trials with Hh and pancreatic.
Its my analysis I am willing to bet on.
Clearly, you are one of those that do not take chances and are only willing to buy AFTER the major run has occured.
fwiw, vismodegib is now an oral drug.
Better than they would be for just inoperable BCC thats for sure.
The deal Curis has with Roche, imo, sucks. But, then again, is not my M.O. to invest in biotechs once the drug is approved....because, more often than not, the numbers disappoint ( see DNDN and HGSI).
I just think hitting in an indication like pancreatic will be a huge deal for visability of the pathway, and will really make INFI and CRIS much much more attractive (wall street barely looks at these companies at this point).
Vismodegib is being studied in three separate trials in the pancreatic indication. Each trial being added successively. They continue to expand the trials. IPI, Infinity's drug showed solid evidence of efficacy in earl studies in the same indication with their Hh antagonist. Adding nab-paclitaxel, deteriorates the stroma, adding an Hh does as well, but the addition of the Hh kills the stem cells which, in theory, should be highly beneficial to prevent tumor rebuild.
There are several patient profiles in the Vismodegib studies I have read online. One, in which the patient had a complete response on her liver lesions, and a 51% reduction in her pancreatic tumor after 3 months on the therapy.
There are several articles and commentaries (including the Stand Up To Cancer "dream team" for pancreatic cancer) speaking about Hh combination therapies.
Like I said, I will take my chances that all of the above simply isn't "by chance".
The trial has a few different sponsors, but I think its primarily being sponsored by John Hopkins Kimmel Center. Roche has at least two other trials in the pancreatic area, in collaboration with the NCI. Each of these trials has begun a various times within the past couple of years. - I do not know when the results are due. CEO of Curis has said he expects data in some of these trials in the second half of this year. Vismodegib has something like 20 trials going on right now in various indications.
I'll take my chances.....
Do you have some other evidence to support your assertion?
it's not clear that they are referring specifically to the CRIS hedgehog inhibitor.