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I would love to know how many times Glickman and Brent Saunders have chatted over the last 180 days.. really
tell him hello! He was always a great poster don't know what led to the Ban but that's IHUB's loss as well as ours
yes. nice. thank you. I like the DES report...I think they have some interesting options for addressing the comfort/ease of use issues with the drops. Great news BTW today.
also- considering Restasis is in its geriatric years of its lifespan...we know there's gotta be an interest in big Pharma for this upcoming green candidate in Voclosporin...same with the Lupus stuff. Cyclosporin has been there and done that...I'm not one to say there's an Ariad-esque buyout in the works (ok that would be sweet) but think about the partner/deal potentials here...nice to see so many Ariad veterans still hanging around Ihub,. We need to bring Vid back now. JP- send him a text. LOL. I know he lives in the same county as my father in NY...we had informally chatted about meeting for lunch during a visit back in the Denner chapter of the Ariad saga
I increased my stake as I like the science progress reported with the DES and have always loved the LN stuff. Anyone have some insight into the FSGS trial? Will this timeline be shorter (like the DES) compared to the larger LN timeline I want to hear progress reports on this from the Glickmeister before he retires to play golf in the sunset
I'm back in AUPH folks, how has every one been?
Not comforting considering the other key departures due in March and potential forthcoming catalyst dates. CEO and CFO.. just too much at once
BR- agreed AUPH not a flop- AF gotta get us to go beyond the STAT paywall with clever headlines. I was on the call, people need to remind that this was an exploratory project. I liked it overall. But not a moment to expect parabolic action.
Yes AUPH is way more than $24 in the future, especially since they learned a lot during the development of cyclosporine which has led to IMO a much safer and effective scenario in developing (Voclosporin). Not only do we know how cyclosporine performed in lupus nephritis treatments, we also have the history of Cyclosporine eye drops. Restasis is huge so much potential with Aurinia, I feel that is why GLickman had the old CEO leave prior to the Ph2 data readout and take the helm himself, having this value and incredible opportunity to not slip away
Back to ARIA, I always thought Denner chose to speak in interviews about not selling the company due to the unrealized value in ponatinib potential, but IMO I feel he was really after Brigatinib. and boy was he right, that last conference of that year, when Clackson presented the data on Brigatinib we all knew it was a winner big time as well as the team who developed it to that point, I feel Iclusig alone wouldn't have led to a buyout with the premium that we received. who knows though! I wish I could have been in the board room to listen
I agree Denner not the right pick to replace Glickman. However, what I like about Glickman is his charisma and ability to connect with the audience he addresses, whether that be scientific or financial conference. with that said Denner's, homeboy, Paris P would be a great option. Currently I don't think he is a CEO, tho serves on the Medicines Co board of directors with Sarissa Folks , I think he is an Operating Partner at Clarus and EC of Genevant at the moment
thank you EOM
Dew- anyone here know for certain that Gregory Mayes is Daniel O'Connor's brother-in-law? Thank you
Why go forth to SITC18 knowing its open label and mediocre data to report? Well O'connor and Bonstein team successfully campaigned and celebrated the two Keynote trials really well over the year. O'connor often over-mentioned at finance conferences how ONCS was the smallest Merck Keynote Partner, as if that was some weird advantage.... raised 45M in funds on the strength of these trials I guess that was their sole objective to poker face the truth until funding secured Too bad the data turned out so mixed. oh well that's biotech for you! Hopefully some good comes out of I/O combo therapy.. here with cytokines, STING as well, etc.. .we can all agree its been rather brutal since ESMO.
It will be hard for O'connor to shake his biotech CEO reputation tho
Don't for get to Vote folks!
nice I hadn't heard. thanks for sharing. Immuno-Oncology looks like they are just getting started. Good luck Clackson!
BR is bullish? wow. ;) I don't intend to buy shares again this year, or into late winter 2019 even. if I miss the boat I'll be cheering for you guys, I really like Glickman and the responsible cash burn the company has displayed since the mega fund raising after it spiked to $10+. I also really like Dr Huizinga dude really knows what he's doing clinically...reminds me of Harvey Berger. Kidding. more like Tim Clackson solid presenter grasps the data and delivery nicely
One thing for sure, this isn't going back to low 3'S where I bought it. 2Damoon won't be suing here either
GLTA
Illumina to acquire Pacific Biosciences for$ 1.2B
https://www.illumina.com/company/news-center/press-releases/press-release-details.html?newsid=2374913
ALKS shares halted
Alkermes plc (Nasdaq: ALKS) today announced that Nasdaq has temporarily halted trading of the company's ordinary shares. The joint meeting of the Psychopharmacologic Drugs Advisory Committee and the Drug Safety and Risk Management Advisory Committee, appointed by the U.S. Food and Drug Administration (FDA), will meet today to review the company's New Drug Application (NDA) for ALKS 5461
http://phx.corporate-ir.net/phoenix.zhtml?c=92211&p=irol-newsArticle&ID=2374690
its been a minute, nice to see so many ariad folks hanging out here. I currently dont own auph. I bought a bunch(thanks vid) after Ariad sale around $3.20's and ending up selling around the 6.75 offering price. Knowing how far out Voclosporin data is I took the opportunity risk eslewhere. I will rebuy AUPH for sure later next year great company BTW where is Vid?
ACADIA Pharmaceuticals Announces Positive Top-line Results from Phase 2 CLARITY Trial of Pimavanserin for Adjunctive Treatment in Patients with Major Depressive Disorder
http://ir.acadia-pharm.com/phoenix.zhtml?c=125180&p=irol-newsArticle&ID=2374358
Endocyte to be bought by Novartis $24/share $2.1B
https://investor.endocyte.com/news-releases/news-release-details/endocyte-enters-agreement-be-acquired-novartis-ag-21-billion
haha. I love your reaction to Loncar's comment. I would want to be on it or the other hugely successful drug that needs no introduction this year.
Congrats on your Charity portfolio pick by the way. I'm sure you are steadily in the lead with that contest considering this month's current NASH updates
enjoy the weekend sir!
Improving therapeutic efficacy of IL-12 intratumoral gene electrotransfer through novel plasmid design and modified parameters. (ONCS)
https://www.nature.com/articles/s41434-018-0006-y
Galmed: ARRIVE does not meet primary endpoint
http://galmedpharma.investorroom.com/2018-02-14-Galmed-Announces-ARRIVE-Study-Data
Why the mansplaining? Has holding ariad thru all the eras taught me nothing about clinical stage bios?
I'm expecting a PR of upcoming conferences and presentations from IR in the not too distant future.
LOL looks it
AUph has the cash reserves tho, ADXS is running out and a fund raising with quality is going to be a challenge,
$auph hasn't faired well either after their discounted offering at 6.75. I do like their lupus data however
Agile Therapeutics, Inc. Receives a Complete Response Letter from the FDA for Twirla® (AG200-15) for the Prevention of Pregnancy
https://finance.yahoo.com/news/agile-therapeutics-inc-receives-complete-123000046.html?soc_src=social-sh&soc_trk=tw
MNK T1 Halt News Pending
Dew I've been looking into the NAFLD/NASH arena too while I agree with you on the ENTA long hold I'm surprised you haven't nibbled at this. is it the cash position? the lower than expected funds raised at the end of summer? or are you more cautious of the mechanism behind the science? I do wish this co had more cash position IMO
def exciting times to watch Glu turn it around. I agree the minute Taylor does anything with the app (I mean anything more than currently nothing) the difference will show. Earl is being careful and this wait will be worth it IMO/. People are making too big a focus on the beta grossing IMO I don't think there out to break any beta records with this. they want to test the bugs, get the reviews from users and release the crap outta this. It works, and they like it. beta test away
Good find BR. I had missed that tweet myself. It's nice when twitter provides value beyond political party bashing and What Taylor swift did in the last 5 min.
thanks!
I don't think anyone was a big Berger fan in the late chapter. but atleast he provided some comic relief. ahhh. ahhhh meg tirrell. the compound ahhh in our pipeline ahhhhhh. Meg- Brigatinib Harv? :).
well. thats unexciting . OCRX must have been in a jam for sure. We shouldn't be surprised
Do you all know who Oncosec's direct competition would be? I am impressed with the method of their Melanoma application technology and am wondering if they are first in class with the technology or are there are other companies working in this field. thanks!
Oncosec- I've been looking into the system here and am finding their product for Melanoma application has a unique technology. Does anyone know who their direct competition is in this market?
Haha. Good ole BR was just as happy as the rest of us that morning of the 9th of January 2017 post halt! I remember !