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i think coco probably got hurt going over the wall chasing arods second homer of shillings...willy mo played tonights game.
as a sox fan i hated to see him sell his soul, but once he left, cest la vie.
besides we got coco crisp and will mo...
i did hate to see wade boggs wear the pinstripes though...but i forgave him cause he got himself a ring and he deserved it.
johnny damon left and i am glad for him, if he hadnt left we wouldnt have coco crisp and willy mo playing center field for us...lol.
personally, i like yankee fans making excuses.....we'll serve the cheese, they can bring the whine. go sox.
but whos counting......the poor yankees are only at half strength....so it doesnt count, dont you know.
i knew carl yastrzemski and jd drew is no carl yastrzemski.
but he is a redsox which hopefully will be a good thing.
thanks for the heads up Dew, but you are much better at picking shorts than longs...you're a great handicapper also. Re:my moms globeimmune experimental dosing,....no success....initially she saw her virus count drop from six mil to three....she was hopeful and glad at the time but the gladness has turned to disillusion...alas we shall continnue to try to find a solution for her.
idenix is another example where the investors who were short are usually much more knowledgeable about a stocks potentials or lack thereoff than longs.
dow cruises through 12800....where to from here....sell in may and go away?
excellent question. what drug will it replace or will it compete with when, and if, it does make it. sometimes seeing how zealous a crowd is about a stock either positive or negative can be a good indicator of froth or undervalue in a stocks share price.
is dndn a biotech value or a whipping boy?
since this board is dedicated to biotechvalues i just want to acknowledge the two excellent value picks i cherrypicked off this board. the science you all talk about is great but the stock share price appreciation is what its all about.
CAMH has deffinitely been the best biotechvalue pick i have found on this board, kudos to the poster who brought it forth, my other find thanks to randychub was AMLN during the summer when they drove it down to 15...
thanks for your response. my interest in this space comes about due to my mothers hep c.
why the short position though? i cant imagine anyone making an argument for me to go short idenix, even if it was one hundred shares id think it risky.
based on valuation why would anyone own vrtx at this juncture which is priced at 4 Billion or intm which is priced at 1 Billion, both of those valuations clearly seem (to me) to be exorbitantly high until they have something substantive to say based on trials. It would seem that both of those two companies are way overvalued and idenix is somewhat undervalued.
i ONLY buy extreme value based on the facts as i interpret them.
what valid reason would there be for the heavy short position to stay as strong as it does?
what could they know?
my basis is sub nine at this point but im beginning to wonder whether there may not be some underlying reason for this pps to stay so suppressed for a company that seems to be doing pretty well in developing a few drugs.
i would hate to sell most of my position and move on to other fields and miss out on what i initially believed to be a potential big winner.
btw, my moms globeimmune trial is progressing favorably, her viral load has halved after two shots. she was at six million, now at three, and the side effects thus far have been flu like symptoms only.
...with an approved hbv drug that may challenge the top seller in the present mkt, and will be sold world wide, plus an hcv candidate (valopicitabine) that will more than likely be a part of the future soc for hep c, plus an upcoming hiv drug about to be added to their investigations, plus their cash position along with the partnering of novartis. it would seem like a winner.
do you think that if idenix doesnt come up with something to hang your hat on, that the shorts will be able to keep running the (pps) show?
they have plenty to share with the mkt, ie. the gi gastro solution (if any), tyzeka sales (or lack thereoff), new approvals update, hiv choice of asset...etc.
(ir) relations, has a lot to communicate to the mkt if they have it at their disposal.
til then, we shall see.
Hi, i recently posted that my mother was going to participate in the globeimmune study with the agent called (gi-5005). In going over some of the risks i come across a part that says the following,>>> After receiving the injection with the agent in the study, it is possible that your organism may produce antibodies against the yeast. the antibodies are molecules that the immune system produces to combat infections. These type of antibodies are observed in some patients with crohns disease. It has not been demonstrated the the antibodies cause crohns, but it has been detected in patients who have that disease.<<<
and a caution that any patient who suffers from intestinal inflamatory diseases or crohns or ulcerative colitis, can not participate in this study.
i am concerned that there had been an indication where this agent might cause chrons disease. Gi-5005 is modified through dna to produce a substance found in the hepatitis c virus.
do any of you medically educated folk on this board see anything that might cause some serious concern, or could you point me in any direction where i can further explore this?
i dont really think anyone here would be banned for posting a link to another board, Dew, who is the board moderator here links ihub posts on the yahoo idix board all the time.
speaking of idix, it seems to be rumbling bumbling and stumbling forward today after that impassioned (j/k) presentation by jp.
Dew, and all who contribute to the thinktank called idix pharma board,
Thanks for the insight you all share on here, and thank you for collecting all that info in the readme first file for idenix.
GlaxoSmithKline, Novartis, Iomai get H5N1 vaccine contracts
iomi up $1.50 on the news...
http://www.tiny.cc/XgjYu
http://www.secform4.com/1068796-000134716607000007.htm
MAXY ceo files form 4.
Could the delay to the start of the trial be attributed to the 800 mg gi solution? In other words, could they be waiting to include the new solution (800mg + gi problem resolved ) as part of the trial design?
biotech holders index breaking out?
idera pharmaceuticals up near 10%
Thanks dewophile, and gofishmarko, for your views.
i forwarded the questions and suggestions to my sister who will meet with Dr. Schiff sometime next week. my mother is tx refractory gen 1 and she has been on all the drugs approved to treat her hcv. i rememeber before some of the drugs were approved here in the states we used to get them from mexico for her. she is now over seventy and i have noticed that sometimes these studies exclude patients over certain ages, i have to believe that her doctors Schiff and Jeffers had thought of her for the trial and there may have been a disqualifying factor, but we will know more next week.
thanks for the helpful ideas.
Globeimmune? has anyone here heard of anything either positive or negative about this company or it's products?
my mother who has hcv is seen by schiffer, or the other well known hcv doc in south florida and after many years of treating her they are suggesting this study.
Ongoing Hepatitis C Trials
GI-5005-01
GI-5005-01 is a Phase 1b double-blind, placebo controlled, dose-escalation therapeutic trial of the safety, immunogenicity, and efficacy of GI-5005; a Tarmogen expressing a hepatitis C virus NS3-Core fusion protein, in patients with chronic hepatitis C infection.
GI-5005-01 is currently enrolling patients.
>The top ten pharmaceutical companies invest about 14% of their profits in R&D (Research and Development). However, about 35% is spent on marketing.<
>>This is not even close. Think about it.<<
>>The figures they reported for R&D and marketing (14% and 35%, respectively) are Big Pharma’s average spending as a percentage of sales, not profits!!<<
discouting is the name of the game. the devil is in the details.
http://www.tiny.cc/dZj3s
Do Legalized Drug Pushers
Influence TeenScreen?
John Carey
PEJ News
January 5, 2007
Since the 1980's, the drug industry has been one of the most profitable industries in the world, on par with oil and banking industries. IMS Health, a company that heralds themselves as "the one global source for pharmaceutical intelligence", stated that in 2005, North American pharmaceutical sales were at $265.7 billion.
Drug companies hammer us with the propaganda on how much money is spent on research, and that out of the millions spent on research, few drugs make money. One could easily be led down this path of deception but careful research shows that the real drug company spending is not research, but marketing.
The top ten pharmaceutical companies invest about 14% of their profits in R&D (Research and Development). However, about 35% is spent on marketing. For every $1.00 spent on research, $2.50 is spent promoting the drugs to the public. These billions of dollars in marketing include drug promotions during nearly every television commercial break, handing out free samples and propaganda to family doctors, sponsoring lavish medical conferences at expensive resorts, and "research grants". Millions are also spent on helping to create and support various front groups like NAMI (National Alliance on Mental Illness) and CHADD (Children and Adults with Attention-Deficit/Hyperactivity Disorder) which forward the drug company's marketing message covertly. Millions more are spent in lobbying Congress to protect drug company profits. The U.S. government is the largest bulk buyer of drugs, after Wal-Mart, but the "Social Security Prescription Drug Benefit Program" forbids the government from negotiating drug prices with Big Pharma!
A typical "breakthrough" in drug research is merely a drug company in partnership with a university announcing and marketing their own version of a previously released drug for the same disorder. The FDA will approve the new drugs, when provided with short-term studies where the drug companies purportedly show that the drug performs better than a placebo. In 2002, the FDA approved the use of seventy-eight new drugs but only classified seven of these drugs as improvements over older drugs.
Drug company money is funneled into all kinds of research. For instance, the doctors who created "Premenstrual Dysphoric Disorder" (PMDD) were funded in part by Eli Lilly Corporation. By "proving" their drug Prozac treats a new "disease", Lilly was able to extend the patent on the drug for seven more years. Now the exact same drug is marketed under a new name, "Sarafem", to treat women with PMDD. Their slogan became, "Think it's PMS? It could be PMDD." Think it's a marketing ploy? You bet it is! Patented drugs are sold at drastically higher prices than non-patented drugs.
Another marketing ploy used is to advertise the name of the drug without stating its use. This allows the company to avoid mentioning the huge list of side effects.
Big Pharma doesn't stop there. They are now busy making huge donations to pseudo-scientific and official-sounding mental health organizations and screening programs to push even more customers onto their drugs.
"Signs of Suicide" is a program developed by the non-profit group "Screening for Mental Health, Inc." Tax records show that donations from 2001-2004 included money from Solvay Pharmaceuticals: $27,500, Pfizer: $750,000, Abbott Laboratories: $35,000, Forest Labs: $153,000, Wyeth Pharmaceuticals: $100,000, and Eli Lilly: $2,157,925. Why would drug companies donate millions to implement mental health screening if not to increase revenue and profits?
TeenScreen, an invention of psychiatrist David Shaffer, is a screening program which uses questionnaires on children as young as nine, asking questions like, "Have you often felt very nervous when you've had to do things in front of people?" and "Are you Hispanic or Latino?" Based on their answers, TeenScreen routes these kids to mental health "professionals", who inevitably decide that these children have symptoms defined as "mental disorders", justifying prescriptions for antidepressants and other psychotropic drugs for many of these children. TeenScreen's staff and advisory board are loaded with ties to Big Pharma. See: http://www.teenscreentruth.com/teenscreen_advisory_board.htm.
TeenScreen's Director, Laurie Flynn was formerly the head of NAMI National. Between 1996 and mid 1999, NAMI received over 11 million dollars from the drug companies: Janssen ($2.08 million), Novartis ($1.87 million), Pfizer
($1.3 million), Abbott Laboratories ($1.24 million), Wyeth-Ayerst Pharmaceuticals ($658,000), Bristol-Myers Squibb ($613,505) and Eli Lilly $2.87 million.
The scandals of TeenScreen are not limited to drug company connections. Laurie Flynn also perjured herself in front of a Senate Subcommittee, stating that TeenScreen had partnered with the University of South Florida and were piloting the program in Hillsborough and Pinellas counties. Yet there were never any pilot programs in these two counties. In fact, the school board of Pinellas County soundly rejected TeenScreen, partially because of Flynn's false testimony. One school board member was quoted as saying, "I will not do business with an organization that has gone to Congress and told them something that is not true."
>>>Christian nationalists believe in a revisionist history, which holds that the founders were devout Christians who never intended to create a secular republic; separation of church and state, according to this history, is a fraud perpetrated by God-hating subversives.<<<<
the proof is in the reading of the documents themselves, and not some illumined interpretation made by the sages, but in the spirit of the document itself.
my list of what he probably hasnt lied about follows below.
george doesnt know the truth from a lie anymore...his handlers have duped him beyond recognition. they made him believe he was put in the presidency to be the messiah of two nations.
i used to be a republican. now i see that the party has been hijacked by the so called dual citizenship neo cons.
in spain when they pulled their troops in response to the attack on their rail system they didnt have any other attacks.
do you think terrorism would follow our boys home?
logic would say no.
nice post....it's good to see someone take up the cause of the oppressed in the middle east.
ADE - Kurt Nimmo - Predictably, Mr. Engelhard rounds out his article by calling Jimmy Carter an antisemite. Fortunately, this malicious misrepresentation no longer works, although no shortage of Israel Firsters try as they may to make it stick. Instead, when a Jewish novelist, or an over-inflated torture apologist masquerading as a law professor, throws the term around, there is a good chance the person on the other end of the abuse is on to something.
Engelhard: Carter's Book is Mein Kampf, Protocols
Kurt Nimmo
Another Day in the Empire
December 11th, 2006
Novelist Jack Engelhard, minus a firm grip on reality, absurdly lambastes former president Jimmy Carter as the author of a modern day version of the Protocols of the Elders of Zion. Engelhard is whirled into a tizzy by Carter's Palestine: Peace Not Apartheid published recently by Simon & Schuster, not exactly the publishing wing of Hamas.
"Israel's continued control and colonization of Palestinian land have been the primary obstacles to a comprehensive peace agreement in the Holy Land," writes Carter.
For Englehard, however, telling this simple and undeniable truth is akin to "Holocaust Part 2," and is downright biblical, as in the Old Testament part of the Bible. "Historians tell us that Pharaoh was the first to stir up the multitudes against the Jews, and we have it from Scripture that a new Pharaoh will arise to torment us from generation to generation." Carter, according to Englehard, is this "new Pharaoh," arrived to persecute the Jews, never mind the colonization Carter writes about is an established and verifiable fact, one systematically ignored by Englehard.
Instead of reading Carter's book "chapter and verse," Mr. Engelhard relies on the pro-torture advocate, Harvard law professor Alan Dershowitz. "Dershowitz, to find point-by-point where Carter turns history on its head, truth inside out. That's where we find exactly how Carter casts five and half million Israelis as villains against 300 million peace-loving Arabs," the novelist writes.
But then, of course, novelists specialize in fiction.
Carter has not cast five million Israelis against "300 million peace-loving Arabs," a sarcastic enough portrayal--in fact, racist, as it appears Engelhard believes most of these Arabs are anything but "peace-loving" and are instead stubbornly determined to kill the Jews, or at least push them into the sea, a common enough Zionist myth, for some reason usually accepted with little challenge, at least here in America. No, in his book, and on C-Span and elsewhere, Carter asserts a rudimentary and irrefutable fact: Israel is an apartheid state (although the term apartheid is less than sufficient) and so long as it remains so there will not be peace in the "Holy Land," or for that matter anywhere else in the Middle East.
"Carter embraces Hamas, which openly calls for the destruction of Israel, and Carter reminds us that the Israelis never want peace, never make concessions," the fictionist continues. "The fact that Israel gave up the Sinai and more recently gave up Gaza--well, all that makes no difference once you've got your mind made up and your heart is brimming with hostility, hatred and bigotry."
Not exactly. Carter simply pointed out yet another fact: Israel (and the United States) refuse to talk to Hamas and its leaders, despite the fact that Hamas won the January, 2006, elections. Instead, Israel abducted the leaders of this duly elected government and attacked the office of the Palestinian prime minister, Ismael Haniyeh. But then, I suppose, this is better than killing them outright, as Israel did to the Hamas leader Abdel Aziz Rantisi in Gaza a couple years ago.
Talk about hearts "brimming with hostility, hatred and bigotry." In Engelhard's beloved Israel Palestinian children are "shot to death sitting in school classrooms … families murdered while tilling their land there; agricultural land stripped and burned here, farmers cut off from their land there; little girls riddled with bullets here, infants beheaded by shell fire there; a little massacre here, a little starvation there; expulsion here, denial of entry and families torn apart there; dispossession is the name of the game," as Bill and Kathleen Christison characterize the consistent and sadly all too predictable behavior of the "only democracy in the Middle East," yet another racist abstraction that nauseatingly assumes all Arabs are incapable of equality of rights and privileges and instead favor dictators and the boot heel.
Ask Uri Avnery, Israeli peace activist and Knesset member, about the so-called Gaza "Disengagement Plan" cooked up by the Likudites.
"From the start, the ‘Disengagement Plan' was an exercise in deceit…. The main aim of the exercise is to satisfy George Bush…. Bush demanded that Sharon come up with a plan. No problem. Hocus pocus, here is a plan, with a fine promising name: ‘Disengagement.' Speeches, meetings, a visit to the White House, exchanges of documents, state visits, emissaries, Mubarrak, Abdallah, disputes, compromises, and finally even a full-blown cabinet crisis. All this for a balloon full of hot air…. It has no basis in reality. All in all, it is a recipe for the continuation of the war in another form."
Some disengagement, write Shamai K. Leibowitz and Katerina Heller. The "Unilateral Disengagement Plan" is nothing more or less than "than a tactical military redeployment of Israel's Occupation Forces. This is evident from Israel's decision to retain military control over the would-be evacuated areas in the West Bank and control over airspace, coastline and border crossings of the Gaza Strip, as well as Israel's decision to continue with the building of the West Bank Wall deep inside the West Bank…. Effectively, the Disengagement Plan will turn Gaza into the world's largest open-air prison with 1.3 million Palestinian inmates. The result will be a continuation, if not an increase, of the bloodshed and violence."
Jack Engelhard should stick to writing novels, as he has a tough time with the facts.
"Along the TV and speaking circuits, Carter seldom misses a chance to inventory his grievances against the Jewish State and to promote his Mein Kampf, his struggle to enlist the rest of us in joining his campaign to blow down the single house the Jews built to spare themselves further pogroms and genocides," he writes.
Carter's book, of course, is not Mein Kampf, as he does not elevate the Arabs to Übermensch status or declare the need for Lebensraum.
However, there are more than a few Israelis, especially of the rabid settler type, who believe in Lebensraum, German for "habitat" or "living space," and will not be satisfied until every last bit of Arab land is stolen, every last olive grove flattened, every last well poisoned, and every last Palestinian becomes a victim of the Diaspora, or Nakba, the Cataclysm.
It should be noted that the Nazis gleaned the idea of Lebensraum from the British and French, who used Darwin's natural selection as a way to cull unwanted people in far-flung colonies. Israel's Lebensraum is not implemented in Nazi blitzkrieg fashion, but rather slowly, over decades, with the hope most of us will not notice, although there are currently 6 million Palestinian refugees scattered around the world.
Of course, no excoriation, no disingenuous flaying is complete without hitching Carter's wagon to that of the late "terrorist" Yasser Arafat. "For some time, word circulated about a certain ex-president who actually helped Yasser Arafat write his speeches in order to polish that mass murderer into a more presentable figure for the American people," the story teller writes. "Americans couldn't stomach Arafat's own kampf to ‘drive the Jews into the sea,' so Jimmy Carter, it was said, changed that--only the words, not the intent--to, ‘We want peace.'"
Naturally, Arafat never said he wanted to drive the Jews into the sea, but never mind. In fact, Arafat was the best fall guy Zionists such as Engelhard ever had to kick around, as his corruption and the mismanagement of the PLO and Fatah led directly to the election of Hamas, the only other viable alternative. For the land-grabbing and Arab-hating Jabotinsky Zionists, this was a situation made in heaven, as they will never negotiate with a militant Islamic organization, democratically elected or otherwise. Israel nurtured Hamas precisely to break Palestinian nationalism and paint the Palestinian people as intractable Islamic fanatics, never to be trusted or negotiated with. It is a strategy that has worked swimmingly.
"Many of us found that hard to believe about an ex-president ‘who builds homes,' and it is still difficult to prove, but now, with this book, we can believe anything. The unintended subliminal message from the pages of this updated Mein Kampf is that, with people like Jimmy Carter on the prowl, the need for a strong Israel, supported by righteous Jews and true Christians, is more urgent than ever."
And this is of course worse than Israelis who do the exact opposite of building homes, flattening them--and peace activists--with huge American-made, armored bulldozers.
Engelhard is apparently incapable of understanding the obvious--continued intransigence, racism, fanaticism on the part of the Israeli state, with the help of self-righteous and selfish "Christians" (read: evangelical, dispensational zealots) will eventually deliver Israel to the same fate suffered by all colonialist states: ever increasing rates of violence, social upheaval and mass emigration, as few want to live in a police state perpetually and increasingly at war with not only its numerically superior neighbors but its own people.
Predictably, Mr. Engelhard rounds out his article by calling Jimmy Carter an antisemite. Fortunately, this malicious misrepresentation no longer works, although no shortage of Israel Firsters try as they may to make it stick. Instead, when a Jewish novelist, or a over-inflated torture apologist masquerading as a law professor, throws the term around, there is a good chance the person on the other end of the abuse is on to something.
Finally, although Jimmy Carter is right about Israel and the Palestinians, this in no way excuses his past actions. Carter not only had the CIA hire Argentinian death squads to train thugs in Honduras--the guys who eventually went by the name Contras--and go after the Sandinistas (net result: 30,000 dead Nicaraguans) , he is also responsible for kicking off the destabilization of Afghanistan through funding and training the Mujahideen prior to the Soviet invasion in late 1979. Zbigniew Brzezinski, Carter's national security advisor, was instrumental in this effort, eventually resulting in the transmogrification today known as al-Qaeda or more accurately al-CIA-duh.
>>>An alternate explanation is that there are only two weeks left in the calendar year and the market doesn't believe IDIX will make good on its pledge to reveal a "creative strategy" for ameliorating the GI side effects with the 800mg dose of NM283 in the treatment-refractory setting.<<<
I spoke with i.r at idenix this am and asked about whether they would be addressing the "creative strategy" issue before the end of the year and miss dahlman said she was going to look into it and email me. i tried to find out about tyzeka scrips and was told that she knew they used "ims" to track scrips, i dont know what this service is. Dew, do you know of any pay for service available to track drugs uptake into the mkt place?
my interest in the sector is due to my mother being infected with hcv since approx...1980. initially we used to get her drugs through mexico, that was before there was anything approved here in the states.
im certain their lawyers want to make sure that we know that they're looking for a way out, in a roundabout sort of way. either that or they get paid by the hour.
Response Biomedical Announces Strategic Alliance with 3M To Commercialize Rapid Infectious Disease Tests
Thursday December 7, 7:26 pm ET
Initial Product Launch Expected in 2007
3M Makes Equity Investment in Response Biomedical
http://biz.yahoo.com/prnews/061207/to375.html?.v=9
Idix...
IDIX:US
Idenix Pharmaceuticals Inc
Idenix Pharm. Rated New `Positive' at Susquehanna :IDIX US
By Natalie Gilbert
Princeton, New Jersey, Nov. 20 (Bloomberg Data) -- Idenix Pharmaceuticals Inc. (IDIX US) was rated new ``positive'' in new coverage by analyst Jason Kolbert at Susquehanna Financial Group.
Last Updated: November 20, 2006 16:17 EST
12/14/2006 2:11:00 pm
>>>>...and, of course, RPRX is only an $80 million company. That's the key point from an investment standpoint. They are sitting on two relatively low-risk drugs with profiles that could make them the treatments of choice for their respective indications.<<<<<<
RPRX is getting clipped...down 15% for value shoppers.
>>>If an analyst/Research Firm "up grades" a stock to a Strong Buy, can folks monitor weather or not that firm starts selling on the up grade while telling everyone else that they recommend buying?<<<
Ethically speaking these institutions should be more accountable, especially since what they say does cause stocks to move up or down, and thus the influence they exert should be held to the standard of ethics we all expect them to have. There should be more clarity in the mkt place.
is naked shorting a way to manipulate the price of a stock lower?
what would fair mkt value for a company like idenix be with a drug like tyzeka ready for mkt. would 4 to 5 times projected sales be too much?
repost of idix msg....