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CAMH
Have I missed something? I would have thought, with the ICD
news from Boston, that CAMH would have remained somewhat stronger than it has the past few days, notwithstanding the tenor of the overall market.
TRCA v. INSM
Views worth considering from Ihub Biotech Value and Dr. Bio, in light of S.Ct. decision in Ebay case today:
http://www.investorshub.com/boards/read_msg.asp?message_id=11118509
Shareholders' Meeting:
I attended. I believe I was the sole SH in attendance, apart from INSM management and BOD. The podium speaker gave a short overview of state of INSM, disclosing basically what we already
knew. Iplex introduction is contemplated in 2nd quarter 2006, no specific date given nor did I ask[even discretely]. Length of meeting before adjournment: ~15-20', surprisingly short.
I met briefly some of the officers and BOD members in a short break before the BOD returned to other business and before I left. Nice, friendly folks.
Re Jazz' work
Thank you. I did not know that technique. I appreciate the help
As an investor in PPHM, and as a daily reader here with no search capability, it would help me greatly if that organized compilation of Jazz' research and comments could be placed on the front or home page of this site. I found them very educational when I read them.
"Abigail" case
Full text of the court's opinions[2-1 majority and dissent]
appear in link below:
http://www.investorshub.com/boards/read_msg.asp?message_id=10931673
"Abigail" case
That decision is important from a humanitarian perspective,
not to mention its potential ramifications in the pharma/
biotech sector and the FDA. It is definitely worthwhile reading.
Below is a link to the court's opinions in full, a 2-1 majority:
http://pacer.cadc.uscourts.gov/docs/common/opinions/200605/04-5350a.pdf
Use of etanercept to treat Alzheimer's Disease[6 sections]:
http://www.medscape.com/viewarticle/529176
Accompanying Editorial:
http://www.medscape.com/viewarticle/530141
I will second those thoughts on Biolex.
In the meantime GNVC gets more financing for malaria vaccine:
http://biz.yahoo.com/bw/060427/20060427005061.html?.v=1
Actually making a product[termed an actual reduction to practice] is not a prerequisite to filing a patent application
with claims directed to that product. It is sufficient that the application contains, as the author states, a written description of the product[i.e., the conception] as well as description that would enable a person of skill in the art to make and use that product[termed a constructive reduction to practice]. 35 USC 112 sets forth the requirements of a patent application.
Countless patented inventions were never actually constructed by the inventor(s) prior to the filing of a patent application
with claims directed to such inventions.
I am wondering the same thoughts----also strange we learn of this week-old news from Dow, not INSM.
Anything to do with purported patent infringement issues?
INSM:
Signed agreement with Dowpharma last week, now old news.
Apart from potential cost advantage, I wonder what the need is for a different production technology with Boulder plant in operation? Anyway:
http://pharma.dow.com/pharma/biopharma/news/20060410d.htm
Definitely---I read a WSJ article re proposed CMS decision ~
12/23/05, bought shortly thereafter, have taken no profits.
Follow it on RagingBull. The alternans site I previously posted
this morning is also exceptional, IMO.
MDT
If I remember correctly, MDT owns a piece of CAMH, which has had a nice rise since mid December:
http://www.alternans.org/
http://finance.yahoo.com/q?s=camh.ob
http://finance.yahoo.com/q/bc?s=CAMH.OB&t=6m
ALKS/CEPH
The plan to focus on alcohol addiction treatment specialists
and psychiatrists, IMO, resembles what AMLN did initially in
marketing bid Byetta---focus on the nation's endocrinologists.
AMLN's success is measured by rise in stock price in the last
year or so, despite predictions to the contrary. It also had some help from free advertising courtesy of the popular press
such as the NY Times, not too mention word of mouth re weight loss and diabetes blog sites.
There already has been a great deal of free press for Vivitrol,
and I suspect ALKS/CEPH are under no FDA-imposed embargo on
DTC ads like AMLN was for a year.
I have owned shares of AMLN, ALKS and CEPH for many years, hold each at a very nice profit, and expect further profit
ahead.
The right to exclude others expires 20 years from DATE OF FILING of the application for patent, not from date of grant of patent.
A lot of erroneous information about patents has been posted on this board and other boards by a host of people lately, who have just enough knowledge to be dangerous.
SBUX:
I assume that SBUX short you initiated a few days ago is proceeding satisfactorily for you. It did hit a new high last week, $38 as I write. Oh well, time will tell. Good luck.
Cento-1275
The following article was posted on the MEDX and JNJ Yahoo boards the end of March re "stunning" results from Cento-1275:
http://www.internalmedicinenews.com/article/PIIS1097869006730955/fulltext
I understand both Cento-1275 and Cento-148 have entered Phase III trials:
http://www.medarex.com/Development/Pipeline.htm
See also the thread attached to the following post:
http://messages.yahoo.com/bbs?.mm=FN&action=m&board=7077030&tid=medx&sid=7077030&...
Tarceva v. Tarvacin
In light of TTAB paper, it appears that PPHM has abandoned its application to register as a TM its mark Tarvacin, apparently thought to give rise to a likelihood of confusion with the mark Tarceva. That action does not necessarily mean that PPHM will not continue to use its mark as a common law mark, tho' I doubt that it will attempt to continue to do so.
BSR David:
Are you in search of potential new ideas for Biotech Monthly?
Good idea to entertain ideas wherever they come from---Do you remember I commended AMLN to your attention over a year ago?
I continue to be very happy there...of course my base is $6.50.
INSM:
I agree. Myotonic dystrophy trial by U. Roch. is another potential upside. No negative news since December approval to drive SP down, other than mere lapse of time to market. One pediatric endo I talked to over dinner said he would never prescribe IGF-1[Increlex] because of safety concerns---he did think IGF-1/BP3[Iplex] would have 'huge' potential in comparison.
He was not familiar with either TRCA or INSM as companies.
AVAN's Vitrilife technology was what I was thinking of for long term stability:
http://www.avantimmune.com/products/vitri.html
Note pdf overview.
I wonder why INSM did not not start sooner to escape refrigeration issue?
Do you know whose or what technology is being used by INSM to achieve a room T stable product? AVAN?
To you and rstor, I am still watching this stock, but with a little less enthusiasm lately with declining share price. ^BTK,
^NBI playing a role, I think, as a lot of other biotechs are heading south as well. Not sure I understand the context of fall-
off in biotechs---product or earnings driven for sure. I will remain a LTBH in INSM, see no reason to buy more at this price until commercial sales begin.
RE Superbugs:
I had thought that Clostridium Difficile was becoming a large drug-resistant problem in hospitals as well as general population, but it is not on list. CDC seems to be worried about it. Am I misinformed?
SBUX
Glad to see you view SBUX as a BIOTECH VALUE. I think you made a mistake in a short, from my vantage point of a LTBH since 1996-97. China will be huge, per Schultz' recent comments in PR. May I ask what motivated you?
Suggest that PPHM visit:
DSCO/PG for one form of aerosol delivery. Lot of discussion on DSCO YAHOO last 2 days or so how Surfaxin might be used to keep lung airways open until H5N1 treatment has time to act.
NSTK also has a tight junction nasal delivery. It may not reach
deep enough in lungs to be effective?
That comment #3 caught my attention as filled with internal inconsistencies amd oxymorons.
1) All patents ultimately expire, whether claiming product or process.
2) The notion that a process can be patented yet be a closely guarded secret is a contradiction in terms, provided the patentee has complied with statute, particularly 35 USC 112. The statute embodies disclosure requirements re a)description of the process, b) enablement of the process so that persons of skill in the art will know how to practice the process, and c) the best mode contemplated by the inventor of carrying out the process at the time the patent application was filed.
Yes, patiently. Lurk here for more ideas. I trust I know you under another ID.
For me, your post awakes many memories of my career.
DNA, maybe. Most likely JNJ or AMLN, IMO. PFE is not out of the running either, although its $100 million offer was refused
a number of years ago.
There might be some argument from MEDX re DNA's viewpoint re "fully human" and "humanized"----but whatever. I note that PPHM and MEDX have a licensing agreement, looks to be a subset or specific field of use of PPHM technology:
http://www.investorshub.com/boards/read_msg.asp?message_id=7494998
There was some spirited debate re what MEDX was going to do--- follow the thread dealing with PPHM from 8/25/05 on, including:
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=7077030&tid=medx&sid=707...
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=7077030&tid=medx&sid=707...
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=7077030&tid=medx&sid=707...
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=7077030&tid=medx&sid=707...
http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=7077030&tid=medx&sid=707...
http://finance.messages.yahoo.com/bbs?.mm=FN&board=7077030&tid=medx&sid=7077030&acti...
I had thought initially that MEDX is going to attempt to fully humanize Tarvacin, but perhaps not. Anybody have any ideas? No PR from MEDX. Terse mention on MEDX website:
http://www.medarex.com/Strategy/Partners.htm
All-time high $5?
I don't think so. I don't have my broker invoices here, but my computer shows I bought a few 100 shares of Celtrix in 1997 for ~$13.50 after adjustment for reverse split and merger into what has now become INSM. The invoices will confirm, I hope.
The vast majority of my holdings in INSM as of today were purchased for < $1.00.