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You're a respected poster here. You've lost faith in the company. Have you decided whether to sell your shares?
Certainly possible but not sure why you keep posting the prediction unless you mean to be annoying.
How does the price of the stock play into your thinking? The company's fundamentals are the same and may even indicate worse if the share price falls so precipitously. Thanks.
Why do you spend time on Halo? Why do you maintain an interest or even an investment?
Happpy new year?
Congratulations for sticking to your target. Not easy to do on a day like today.
The pr seems to emphasize making deals--collaborations, partnerships.
Posted by Biomaven at silicon investor
http://phenomena.nationalgeographic.com/2016/01/07/colistin-r-7/
http://neurocentria.com/news/
This is a private company researching cognitive impairment. They claim that their proprietary formulation of magnesium can significantly improve cognition in elderly brains. Any reason to take this seriously?
Astellas to acquire Ocata
http://finance.yahoo.com/news/astellas-acquire-ocata-therapeutics-030500707.html
via cnbc at twitter--
Weyerhaeuser to acquire Plum Creek in all-stock deal, creating largest owner of US timberland; $PCL had market cap of $7B as of Fri. close
The lock up expiration provides millions of shares that have a sell bias. How long do you think it will take for that equation to stabilize?
Does anyone think the problem with the stock price is that the company has to demonstrate that it can raise significant capital?
This should spur some conversation---
http://www.cnbc.com/id/102422005?__source=yahoo%7cfinance%7cheadline%7cheadline%7cstory&par=yahoo&doc=102422005
What do you expect from your investment in Aria?
How does a buyout work positively for Goncalves investment?
You think the company is going bk unless it's sold? So you're holding for a sale?
Is there some technical factor of the financing that affects the stock price or is the fall strictly due to the company taking on considerable debt?
note from jack west via twitter on clinical trial
http://cancergrace.org/lung/2014/08/19/14731/
Thanks. That helps.
Thanks for the rational analysis. I suppose you would advise against a new investment in Ariad. Is that right?
from fierce biotech--
The ambitious effort, called the Accelerating Medicines Partnership, unites Johnson & Johnson ($JNJ), AbbVie ($ABBV), Bristol-Myers Squibb ($BMY), Merck ($MRK), Pfizer ($PFE), Sanofi ($SNY), GlaxoSmithKline ($GSK), Takeda, Biogen Idec ($BIIB) and Eli Lilly ($LLY), plus nonprofits including the American Diabetes Association and the Alzheimer's Association.
today's drop has to do with biotech in general. see celg, incy, regn, bgen and more. the fate of 113 remains to be seen but chances are good. This guy is pushing a negative agenda. aria can definitely drop more or it could rise. assess the risk against what you believe.
It's not a serious assessment. Certainly not germane to bios. The real question is why do they issue a stupid analysis?
Interesting alz research at washington state u
http://www.kurzweilai.net/prospective-alzheimers-drug-builds-new-brain-cell-connections?utm_source=KurzweilAI+Daily+Newsletter&utm_campaign=6b51d16c45-UA-946742-1&utm_medium=email
I have tried the orange juice version. I'd compare it to tang if you even remember the product the astronauts had to endure. Wouldn't buy it again.
If safety translates to quality of life improvement, wouldn't that be a considerable advantage?
I don't think that they consider the data meaningless. It's just not enough to prove the desired utility of cabo. I own exel but I think that jq's assessment is absolutely reasonable.
Do you have a negative or positive bias towards cabo or are you neutral, reserving judgement pending data?
In case anybody in the area has an interest:
Cambridge, MA Reader Meetup Today (10/18) at 4:30p ET
By Arsalan Arif Comment | Forward | Twitter | Facebook | LinkedIn
Arsalan Arif, Publisher
Follow me on twitter and LinkedIn
In the Cambridge/Boston area this evening? Join well-connected FierceBiotech readers like yourself for a drink at Bambara Restaurant in Cambridge (map) between 4:30-7:00p ET. No RSVP is required, but feel free to give us a heads up by e-mail or twitter and we'll look out for you tonight.
We're in town for FierceBiotech's executive breakfast panel Wednesday morning, featuring Peter Mueller (Vertex Pharmaceuticals), Doug Williams (Biogen Idec), Tom Hughes (Zafgen), Omid Farokhzad (Harvard Medical School) and Stephen Knight (Fidelity Biosciences). John Carroll, our esteemed editor-in-chief, will moderate the discussion.
Thanks for being part of the Fierce community. If you're local, I hope to see you either this evening or tomorrow. - Arsalan Arif, Publisher (email | twitter)
Here is what LS had to say as posted on yahoo
Leerink Swann reiterates an 'Outperform' on Incyte (NASDAQ: INCY), low/mid-$20's target valuation.
Leerink analyst says, "We believe INCY shares are trading down in response to an NEJM article by Dr. Ayalew Tefferi from the Mayo Clinic. The article discusses 51 patients with myelofibrosis treated with Ruxolitinib and notes a high drop-off rate and inconsistent durable effects. While on the surface this would appear to be problematic for Ruxolitinib's prospects, we note material omissions in the publication and are actually surprised the NEJM would publish such analysis as, in our view, it is deficient. We believe the analysis mischaracterizes Ruxolitinib's profile."
fmr also substantially reduced their position in Incyte as well
http://investor.incyte.com/phoenix.zhtml?c=69764&p=irol-secText&TEXT=aHR0cDovL2lyLmludC53ZXN0bGF3YnVzaW5lc3MuY29tL2RvY3VtZW50L3YxLzAwMDAzMTUwNjYtMTEtMDA0MDkyL3htbC9zdWJkb2N1bWVudC8x
Do you have specific events of incompetence in mind or is this just a general impression?
You are probably overreacting if you think this dive is company specific. Every ASCO related company is down today. No telling what will happen in the weeks that follow but for today, the move down clearly belongs to the entire sector.
He's saying that p has a unique benefit and that will allow nice to authorize its use.
It's down on the perceived damage to copaxone from biib which is almost funny though not ha ha.