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I believe the pps would move higher if they do a strategic BO , outside the hepatology franchise, such as Oncology or even CV
SGYP is up 10% today. I am holding for the moment
Agree. i doubt they raise rates in December. Looks like their tactic is to say in every meeting they will consider to raise in next meeting, so everyone is used that "at some point" the rates will go up, and by that time, it won't be a surprise. They want to avoid the "surprise effect" that caused last time rates were raised years ago, which produced a sharp drop in USA stock market.
Thanks. Looking at CNAT cheap price is tempting. Would you consider to buy if goes around $3.5 ? To hold for data by EOY
Intercept: Any comment on the itchy side effect? I have no position but wondering if that makes the drug "less marketable"
The point is lower time treatment would lead to cheaper treatment
I noticed that too, and inmediatelly come to my mind ACHN. Might be an opportunity for J&J-ACHN
yes, you are right. Still bullish sign. i bet BIIB bottom is around these prices. Bear in mind that steles bought this summer at around $307
Hasnt yondelis (from zeltia SA) being around for ages?
I disagree with you. It has been stated that most of the patients who died should not have been given the drug as they were in the population already not recommended (Child Pugh B patients with cirrhosis). The designation has been changed from not recommended to contraindicated.
There does not appear to be any negligence on the part of ABBV or Express Scripts
Abbv is trading +6% after the news is digested so yesterday´s seemed a bit of overreaction and does not look like market thinks VP sales is going to be 0
$16 means 0 sales of V Pack, that is unrealistic IMO
But GILD has very near their ER and will be fine. ENTA I agree it can go lower. Moreover GILD got a big gain yesterday. As long as Does not give all back, is ok
I think Barklays nee PT is $16 ! That is too low IMO
Yes I read the transcript yesterday and got confident after trading it.
Agree. my understanding is that Viekira Pak can cause serious liver injury MOSTLY in patients with underlying advanced liver disease. SOME of the cases occurred in patients for whom these medicines were contraindicated or not recommended
Harvoni is now looking safer, and what are the VP advantages over it?
SO my concern is if no treating doctor will ever want to give it unless perhaps the virus is resistant to Harvoni or there's some other special reason not to give Harvoni.
I need to think about this before make an investment in ENTA.
Good post.COngrats for you purchase at $20. As an investor in GILD and ACHN, yesterday´s news favored my portfolio. I am considering a purchase in ENTA in case it goes back to the levels you bought. My only concern is if doctors are reluctant to prescribe V-pack to all cirrhotic patients (just in case) which is about 25% of patients with hepatitis C. DO you think this could happen? and if so, would that impact in ENTA royalties significantly?
thank you
do you have the JPM notes on the ENTA upgrade?
They could do a good BO. Some candidates could be VRTX, RDUS...
Definitely, not very exciting...
thank you for your comments on CEMP. So don't you think the current pps at $17s and big drop after data release is an overreaction? I am buying this pullback.
My main concern is what FDA has to say in the Phase II trial in NASH, if soli produces ALT elevation
I still think the timing for this 8K is interesting. I wont say inminent buy but I dont see CEMP as a stand alone company
Yes, they should be well aware...lets see it they use their big cash wisely
Consensus is already flat ($3.8 estimation)
Consensus is already flat so wont miss expectations bc of flat earnings ($3.8)
The R&D director left last Q so that is already assumed on the stock. The news for this earnings Q is the CCO departure. Long term I agree that R&D director is most important but my question was focused on tomorrow
BIIB next Earnings on wednesday.
Does anyone have an opinion on it? Will BIIB miss or not this time? What about guidance? Hopefully they learnt from latest Q? The recent CCO departure has anything to do with the next earnings outcome at all? I am interesting in your thoughts. If the report good results I bet we start a reversal in the sector, to the upside.
CEMP: COBRA 8K SEC filling
http://stocknewsflow.com/1461993_000119312515346979_0001193125-15-346979
I am reading this kind of SEC fillings happens usually when there is a buyout in the making. Can someone explain if this is true and experienced similar situation before in a portfolio stock? I am not familiar with this. Thank you
Please share if/when you know, if the liver enzymes wich were found higher in soli arm are enough to consider a downside for the drug or it is really an overreaction what we saw last friday. did you hear the call? was the CEO addressing the liver enzymes issue? My understanding is that the levels are not hepatotoxic.
I am long CEMP and was about to add on friday but decided to wait until I have a clear view. I am not too worried for the fist reads I have on this issue.
Any info on this regard is helpful.
thanks
No. That is my homework for the weekend. i will post here if I find something outstanding worth to mention
the selloff happened IMO because of adverse events of pain infusion and rash, higher than Bayer (moxi) drug. This adverse event is well known in macrolides and seems a bit overreaction. The fact that they can switch to oral drug is also something that doctors will take into account.
Good. I am still holding all my shares for the moment. Good luck and lets find next INCY ! ;)
Are you planing to hold INCY for longer time or selling as you got a great profit now that BIOS are not in favour? I have similar entry PPS to yours.
I Bought RDUS at $60
QUOTE: I doubt that any individual drug will be able to halt progression of cirrhosis irrespective of the etiology. CNAT has made such claims for Emricasan, but I’m pretty skeptical it can do that all by itself.
What is your take on CNAT data release on Q4? Do you think it will be positive? I have a very small position in this one and debating wether to double down if there is a chance of good data readout in Q4 or leave it with a small loss.
Precisely, that is what I meant, no news on ACHN and up 6%
I atribute ENTA lift today to a general lift of small bios today. Look at ACHN, is 5% up, even higher than ENTA, and as you commented J&J/ ACHN has not shown any poster yet
Yes, difficult to leave the train on this one as is the first to go up when Bios get a relief.
Do you have any thoughts on TGTX, I also hold it, only for a year now. INCY data strengthens not only their own PI3kD inhibitor but as well all other PI3kD Inhibitors like TGR1202, as pharmacological inactivation of PI3Kd in the tumor microenvironment enhances efficacy of other immunotherapeutic agents
INCY Data at SITC Annual Meeting to Highlight Progress of Incyte’s Immuno-oncology Portfolio: Pharmacological inactivation of PI3Kd in the tumor microenvironment enhances efficacy of other immunotherapeutic agents(Poster #394). INCY up 10% more today
It is a good indicator to take into consideration. TTPH was another example last month
FOLD crashes, shares -50%
NDA not approved by FDA, recent insider selling...
Amicus has received final FDA minutes from the September pre-NDA meeting and has conducted additional follow-up interactions with the Agency this week. In conjunction with the Agency, Amicus is further evaluating several U.S. pathways including potentially generating additional data on migalastat's effect on gastrointestinal symptoms in Fabry disease to support submission requesting full approval as well as a Subpart H strategy. In addition, the Agency has requested further integration of existing clinical data across studies which will require more time to complete. Based on this guidance from the FDA, Amicus does not anticipate being in a position to submit the NDA for migalastat monotherapy in the United States by the end of this year. The timing of an NDA submission will be based on the determination of the optimal regulatory pathway
I had same thoughts. Nevertheless watching closely as I will consider it if falls below $20 again. You never know with this volatile market.