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Sorry to hear about it.I started it out with elan and bapizumab back in 03 and 13 yrs later, all these drugs that target plaques have failed even though they keep moving up earlier in disease progression.
It seems a new hypothesis is needed and I am not really aware of one. May be there is one that involves more agents and causal factors than the beta amyloid.
Them thigh size is both thighs or one ? i don't think i can make 60 cm or more on only one thigh alone . lol
Which brand do you use ? I am asking cuz some brands don't have what is listed. tia
It always mystifies me why retailers are attracted to these low quality "biotech values" ?
My own answer based on psychology is that the cheap price ,which allows a big stake with limited capital, gives a (very low imo) chance of hitting a homer out of the ball park.
Kansas under brownback. lol
February 2015, three years into the supply-side economics experiment that would upend a once steady Midwestern economy, a hole appeared in Kansas’ finances.
To fill it, Gov. Sam Brownback took $45 million in public education funding. By April of this year, with the hole at $290 million, Brownback took highway money to plug it. A month later, state money for Medicaid coverage went into the hole, but the gap continued to grow.
Today, the state’s budget hole is $345 million and threatens the foundation of this state, which was supposed to be the setting for a grand economic expansion but now more closely resembles a battleground, with accusations and lawsuits flying over how to get the state’s finances in order.
The yawning deficits were caused by huge tax cuts, championed by Brownback and the Republican-dominated Legislature, that were supposed set the economy roaring. They didn’t.
Unwilling to scale back the income tax cuts, the state did increase the sales tax. Now Kansas has the second-highest sales tax in the nation, and such reliance on sales taxes has saddled the state with additional problems: Deflation is dropping the prices of goods and the taxes the state collects on them.
Tired of the bleating horn of bad news, in September Brownback silenced a quarterly economic evaluation of the state that counted employment, unemployment, personal income and energy production, and consistently illustrated the state’s plunging revenues. He had done so before, in August 2015, when he ordered a halt to a semiannual economic report.
http://www.latimes.com/nation/la-na-kansas-hard-times-snap-20161121-story.html
Hoisington Mgt believes that the current spike in interest is temporary and that LT rate will resume their long downward trend in their latest letter.
I also notice that gold is not acting correctly in that it is behaving as if Hoisington prediction will bear out.
According to this calculatedrisk blog note last Thur , I may have misread Trump spending intention :
"CR Note: The "infrastructure" proposal that many investors are focusing on is really a proposal for about $100+ billion in tax credits to spur private investment in infrastructure (I've seen some people talking about $1 trillion in infrastructure investment - but that is the projected size of the private investment, not the proposed government spending). This proposal is actually very modest in terms of a fiscal boost. More analysis to come when we see the actual proposals, but I think analysts might be overestimating the boost from government spending in 2017."
Read more at http://www.calculatedriskblog.com/#k7BMFRkZrYW9BG5s.99
Agree.Worthless.
Hey this stuff also works on HepB right ? All the HepB drugs in trials that I follow have gone down in smoke. So I am kinda sad. I sure hope a HepB cure will come along soon (5-10 yrs) although there is nothing that would come to my mind right now.
I remember reading somewhere that CI and something that works against cccDna together may do the trick in HepB.
I agree. Just like in politics, it will be a race to the gutter if the competitive bar ,which in the case of drugs currently safeguarded by the FDA, is allowed or mandated to be lowered.
However, as a pure cynical and amoral speculator on WS , in this case in biotechs and pharma, indeed I get mcbio logic. In the ST, one may indeed profit very well.
However this is a personal issue. I am greedy but I do have to look at myself in the mirror every morning. But I am quite sure there are many people who have no qualm about this.
Plus I don't much believe much in the mkt's ability to discern good from bad, same as in politics right vs wrong.
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Disagree strongly with this. Scams will steal share from legit companies (e.g. SRPT vs SANN) - and ultimately the legit companies will have to resort to increased scam to survive.
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I agree 100%.It's a matter of patience. The valuation will catch up if the Nash program is confirmed with clinical data.
As usual analysts don't care because there is no money involved for them.
Why is Viekira doing better ex US vs Harvoni ? Is it because of cost ? I would assume other countries are more cost conscious than the US, especially either the gvts or their payers who in general imo have less influence politically than here. That may be both true in developed countries and 3rd world.
Wouldn't a non dialysis patient be less sick than a dialysis one ? That would explain the 8 wks vs 26 wks. So any AE would be in the 26 wks group imo.
Mr Mkt is having a conniption fit, I wonder what is it about ?
By I still stand by my argument that it is very unlikely to see many critical studies of GMO coming out from academia (here in the US) due to the research funding issues which is dominated by seed companies.
I base that opinion by the history of antibiotics and hormones used in meat production and forest clear cutting consequences to fishery breeding grounds in the PNW.
I had a girl friend graduate student in forestry at Oregon State U and I lived in Oregon for 30 yrs and I am well acquainted with the now diminishing influences (but not so waning 20 + yrs ago) of the timber industries in the PNW upon public policies.
It is a very ironical and clear cut difference if one bothers to pay attention to the research coming out from the schools of Fisheries and Aquatic Sciences vs the schools of forestry when it comes to the environmental effects of clear cutting on fish breeding grounds.
Well I wonder about all the points/counterpoints cited in the article. My common sense is that I don't expect much controversial opinions against GMO coming from academia as we all know on which side of the bread the butter is really on in terms of grant money all these agriculture departments are receiving.
My gut tells me private money dwarf public money.
I will have to start rethinking my generally positive opinion of GMO mostly because I was thinking of the increase in yield. But may be not so much.
All that means to me with these "biotech values" is that the only rational process is to "spray and pray" unless you can tell me how to find and separate the lone winner from all the losers.
Neither do I but I saw on twitter that mgt is trying to blame delays on crazy external factors. I don't follow it closely but if true, I would bail right away. That sort of mgt behavior bears no credibility with me .
Back up the truck boys on mnta. That is if you believe HRC win will augur a time of drug price control. If true, then mnta will benefit from this backwind besides its prospect(s) on Copax, killing Ampha in the court (deservedly so imo lol) and biologic one-on-one substitution.
12 is dirt cheap. I am gonna buy some more come Mon.lol
The middlemen are the parasites sucking the life of the system then.The insurance industry and the concentration/merger of providers is most if not all of the sand in the gear of Obamacare.
I despair if ever a small degree of free mkt competition will ever return to the US system.
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Physician frustrations grow in changing health care environment
After a patient’s pelvic exam Pap test results came back abnormal last January, the next step medically called for a procedure to determine whether the abnormal cells indicated a treatable infection — the most likely possibility — or something more serious, including a developing cervical cancer.
Ten months later, gynecologist David Deitrick said his patient is still deciding what to do.
The problem is the patient’s insurer, one of the national carriers in the Pittsburgh market, says her plan does not cover the procedure if it’s done at an outpatient surgical center.
She could have it done at Jefferson Hospital in Jefferson Hills, where Dr. Deitrick sees patients, but then her bill would be hundreds of dollars more, including facility fees and other hospital-related costs
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http://www.post-gazette.com/business/healthcare-business/2016/10/17/Physician-frustrations-grow-in-changing-health-care-environment/stories/201610160081
After reading the voter guide analysis for prop 61 I must say I have to agree with you on point #2.
Nevertheless I still intend to vote for it. Count me in as a sort of chump for trump type equivalent for healthcare cost. Irregardless of facts, my vote is my expression of anger at the system in this case. lol
I agree in general with you but in reality the legislative and executive branches are captured by moneyed interest.
To wit Obamacare is so lame itself is because it is the product of what is political possible and not what it could and should have been. The product ofa sausage making process when most if not all sausage makers contributed either tainted meat or hormone enhanced and antibiotic treated ingredients. Not exactly a healthy product at the end.
In this case, Obama had to coddle the middlemen ie the private insurance industry into the system. Remember how Dubbya and the GOP introduced Medicare Part D without any funding and prohibiting the biggest elephant in the room aka the federal gvt as Medicare from negotiating price reduction against the pharmas.
So within that context and history , how in the hell can "free mkt" practice ever prevail ? Free mkt as I have come to understand in the 45 yrs I have lived here is basically rentier mentality and concentrated oligopolistic pricing power. lol
I intend to vote for it even though I am a speculator in biotech values and profit from it. lol.
Yes I am a hypocrite in the tradition of Chuck Prince of the "one gotta dance when the music is still playing" famous quote about the financial bubble of 2007.
But my conscience tells me that LT either prop 61 in CA and/or something like it has to happen nationwide in order to bring US national healthcare costs under control for future generations.
But the patient sure can't poke themselves in the eye with it. So I am not sure what is the effect of this prefilled syringe ? Save the doctor from having to do it themselves or their nurses ?
Well I have to agree with you somewhat on that point. As a volunteer organization , it would seem strange if they don't object to the high price and profit motives of pharma cos especially in the context of the 3rd world.
The main point is whether they are hard core anti capitalism like Greenpeace seems to have become or are they just like me, a liberal oriented mindset but definitely opposed to unbridled greed , rentier mentality derived from oligopolistic pricing power.
And on that score, it is my personal opinion that Medecins sans Frontiere is definitely not Greenpeace.
All this hubbub just reminded me to give them my annual donation of a few $100s every yr which I have done for at least 20 yrs even as I have stopped supporting Greenpeace long ago
There is no such thing as a free vax by Jason Cone, Executive Director of Doctors Without Borders in the United States
https://medium.com/@MSF_access/there-is-no-such-thing-as-free-vaccines-why-we-rejected-pfizers-donation-offer-of-pneumonia-6a79c9d9f32f#.s6p4frz4t
I agree with Medecins sans Frontiere decision and logic. imo it is based on the LT vs the expedient ST gain of getting free donation from Pfe.
Hey, what's the beef ? mnta is solid green. lol
I am with you. bought 1ksh. if anything the dividend is good enough to hang on for. although i do agree with your thesis.
Given amrn parlous financial situation, imo this is most likely shameless fishing attempt for future IB fees. I am not predicting failure here. It just that there are plenty of better risk/reward ratios out there than amrn.
One advantage though is the low pps. It is always attractive to some people it seems.lol
Now and then one needs to recalibrate one's view of the prediction biz.
On Sep 18, 10 days ago, Leerink Partners analyst Seamus Fernandez reiterated an Outperform rating and sharply raised its price target on Intra-Cellular Therapies (NASDAQ: ITCI) to $95.00 (from $36.00).
"Based on the positive Phase III results announced on Wednesday, we are increasing our probability of success (POS) for ITI-007 in schizophrenia to 90% (from 70%)," Fernandez said. "We are also raising our POS in bipolar mania to 90% (from 50%), in bipolar depression to 70% (from 40%), and in adjunctive major depressive disorder (MDD) to 60% (from 25%). Additionally, we have added a 40% probability-weighted forecast for behavioral disturbances in elderly dementia patients. As a result of these changes, our price target has increased to $95/shr from $39/shr."
I like AF guess work about Woodcock's motivation behind the approval decision. That is 2nd level thinking. Very helpful in speculation lol. Unfortunately this is post hoc. I don't remember AF so clearly posited the possibility of an FDA approval based on such reasoning from the pov of the FDA top because I would have piled in too. lol.
re: rvnc .I am green with rvnc. by dint of averaging down i now have a reasonably sized stake and profits even !!! lol
See but patients don't pay for it. You and me and the rest of the pool pay for it.
However AFAIK, the fat lady ain't singing yet. It is obvious to me that the FDA or at least the top level facing the public is sensitive to public pressure and in this case is not willing to take heat and demand real proof.
Thus the requirements for follow on confirmatory trials is a way to split the hair down the middle. OK, we give up (from the FDA commissioner's pov) but we ain't laying down dead yet. Show me the real stuff. Otherwise ...
I can live with this. For one or two drugs. As a policy statement, as a nation, I don't believe we should give in to kind of crap science. But I understand the psychology.
In a way, it is no different than the parents of autistic children. It is hard to accept that it random, ie genetic linked. So Vaccines it is or alien's something or other.
As always, it is OK for somebody else's ox to be gored as long as it is not my own. Sad but always true.
Agree 100%."If you want drugs to come to market without evidence of efficacy, you aren't a patient advocate, you are an advocate for snake oil salesman"
Vinay Prasad on Twitter.
How do you decide low or hi volume ? 2X,3X or nX average volume of last 30 days,90 days etc ?
I don't pay much attention to volume for a long time now.
Broad mkt is down, but tril and clvs aren't really on sale much. I did add a few 100s sh of each.
S/N is signal to noise ratio. imo negligible friction/trading costs coupled with instant information dissemination through social media have worsened the amplification issue of both signal and noise.
i have yet seen or read any credible argument that only signal gets propagated quickly whereas noise gets dampened and died out through social media. the reverse is more likely imo given the fact,well my observations mostly lol, that mr Mkt is very prone to herding and stampede.
I don't know the specifics like Dew but my common sense tells me teva doesn't consider alvogen a competitor :)
No Adcom for ruca. too bad i only bought 1K in late Jul for 13. i reasoned that clovis mgt knew this is their last chance so no more fudging and monkeying with confirmed and non confirmed data this time.
still once mgt has lot credibility, it is hard to pile in on a stock. i'll wait a few days to see if price pulls back to add. sometimes it is not a bad process to pay for derisking especially with biotech values lol.
how about clvs ? No adcom for ruca is a big deal.did clvs show up on your screen ?
I believe it will be a lot more useful if you go back using hindsight ie after a real and meaningful event occured after the unusual signal(s) to validate these indicators.
a tradeable indicator imo would have a "good" S/N ratio. Beside if unusual activities in price and vol is a good indicator for biotechs, logic tells me it should good for all.