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Dew,
NTII,
Gem or Scam?
Cheers,
J.
GTC is primarily a technology-platform company
I know it. However, I prefer the aproach of Pharming(synergizing the transgenic technology for the production of recombinant proteins for therapeutics and the R&D science).
Although the ATryn market in the U.S., especially, figures to be a nice moneymaker, most of what you are investing in
I´m more interested in the potential of GTCB´s transgenic technology than ATryn. ("moneydriver")
if you do invest
I agree. I do futures trading and I do stock investments (I like to study stocks). Nevertheless, lately I´ve been more a stock trader than a stock value investor(I "love" the concept of the "value investment").
Best Regards from Spain,
J.
GTCB
I'm thinking about maybe buying some GTCB. The antithrombotic market is small and the competition is increasing, but the market is also growing, and GTCB´s technology is interesting..
Cheers,
J.
I´ve SOLD my remaining shares of DNDN(+0.47 av.)
Also HGSI (+0.55 av.), half of CVTX (+0.41 av.)
My portfolio, at this moment:
OSIP 30 % / CVTX 10 % ..60 % liquidity.
Cheers,
J.
I was thinking that due to your recent comments on DNDN (YMB+Ihub).
Now I know I was wrong.
Cheers,
J.
Dew, maybe it's my imagination..
Are you turning positive on DNDN?
Cheers,
J.
"Dr. Edison T.Liu, Director of Division of Clinical Sciences of the National Cancer Institute. Workshop on Tumor Vaccines, December 10, 1998"
""..Peculiarly, very few academic investigators would we willing to kill a specific vaccine program based on poor performance as measured even by the gold standards, possibly because there are just too many theoretical plausible excuses for a nonresponse.
For example, and I think all of you have either heard or given these excuses.
(Laugher)
The patients are too immunologically compromised. We just don´t know what the right laboratory test is. The wrong cytokine was used as an immuno adjuvant. There is a better form yet to come of the failed antigen NMI pipeline.
This then leads us to the third point and one that is both amusing and troubling as a nonimmunologist observer and that is how much religious fervor is invested in the specific vaccine aproaches? My friend and colleague XXXXXXXX stated beautifully in a recent talk when he compared the current debates in clinical tumor vaccine field in theologic terms.
He observed that tumor immunologists are all of one religion, centered on the belief that tumor vaccines will work.But that this religion is broken up to many sects, all proclaiming to be true believers.".
A very interesting reading.
Cheers,
J.
Porfolio evolution.
Sold half position in HGSI at $10.51 (premarket). (Purchased at $9.97 two days ago).
Sold half position in DNDN at $4.23 (Purchased at $4.12 average)
I'm rebalancing my portfolio.
Cheers,
J.
After reading some scientific and regulatory papers (a Dr. "Liu" speech years ago, for example), I´m getting more sceptic about an immediate approval of "Provenge".
However, I don´t change my view on immunotherapy as an effective therapy against cancer. But I think CEGE´s technology (both GVAX and specially the oncolytic virus program) is far superior, and VITAL trials are well designed.
I know your view on DNDN. But, what´s your take on CEGE? (not on "microcapfun";)
So, are you a detractor of immunotherapy?
Thanks in advance,
J.
HGSI - Is GSK making a phone call?
Maybe, or maybe not.
Time will tell.
Cheers,
J.
HGSI- Loading at $9.91 to my core holdings. (30 %)
I have bought for many reasons, but probably it could be devoid of substance to explain them here.
Cheers,
J.
Human Genome says lupus drug shows promise
CHICAGO, June 22 (Reuters) - Human Genome Sciences Inc. (HGSI)said on Thursday that a mid-stage trial of its lupus treatment failed to meet the study's goals, but that secondary measures were promising.
The company, which had disclosed last October that it missed the main target of the trial, said indicators including a "combined response rate" and quality of life assessment showed the treatment reduces disease activity.
Shares rose 1.9 percent in premarket activity after closing at $10.13 on Wednesday on Nasdaq.
The Rockville, Maryland-based biotech company said the trial of LymphoStat-B in systemic lupus erythematosus studied 449 patients, and was found to be safe and well-tolerated.
Full results were presented at a rheumatology conference in Amsterdam. In October, the company announced that it failed to show that the drug reduced signs and symptoms of the chronic inflammatory disease over a 24-week period and it did not increase the time to the first flare up of the disease over a 52-week period -- primary goals of the trial.
That news sent the stock tumbling more than 30 percent.
The company said it expects to start a late-stage trial this year.
Lupus causes swelling in organs, joints, tendons and other connective tissues and symptoms can flare up intermittently.
Cheers,
J.
CV Therapeutics Acquires Rights to Ranolazine in Asia
CV Therapeutics Now Has Exclusive Worldwide Rights for All Indications
PALO ALTO, Calif., June 22 /PRNewswire-FirstCall/ -- CV Therapeutics, Inc. (Nasdaq: CVTX), announced today the company has acquired rights to ranolazine in Asia following an amendment to its existing licensing agreement with Roche Palo Alto LLC (Roche) adding rights to Japan, China, Korea and other Asian markets. Based on this amendment, CV Therapeutics now holds exclusive worldwide commercial rights to ranolazine.
In addition to these expanded commercial rights, the amendment also provides CV Therapeutics with exclusive worldwide rights to all potential indications for ranolazine, including all non-cardiovascular indications.
"Japan is the second largest pharmaceutical market in the world. By gaining commercial rights in Asia, and global rights to all indications, we believe we have created significant new opportunities for ranolazine," said Louis G. Lange, M.D., Ph.D., chairman and chief executive officer of CV Therapeutics. "We also plan to utilize the data we have developed to secure approval in the U.S. to support our potential commercialization efforts around the world."
Under the terms of the amendment, CV Therapeutics will pay an upfront fee and will make royalty payments associated with product sales in the added Asian markets. Milestone payments would be due to Roche upon approval in Japan and approval of the first additional non-cardiovascular indication.
Cheers (to all "molecular cardiology new students" ;)
J.
What about genetics?
What about Molecular Biology applied to Cardiology?
"CV Therapeutics™ is a biopharmaceutical company focused on the application of molecular cardiology to the discovery, development and commercialization of novel, small molecule drugs for the treatment of cardiovascular diseases".
Principles of Molecular Cardiology, Marschall S. Runge
ISBN: 1588292010, Humana Press, Hardcover.
OVERVIEW:
Contents: Part I. Overview Cardiovascular Genetics Christopher Semsarian and Christine Seidman Molecular Biology Applications in Cardiovascular Medicine Eugene Yang, Scott M. Wasserman, Tatsuro Ishida, Raymond Tabibiazar, and Thomas Quertermous Genomics and Its Application to Cardiovascular Disease Robert Roberts Gene Therapy and Cardiovascular Diseases Yi Chu, Neal L. Weintraub, and Donald D. Heistad Stem Cells and Progenitor Cells in Cardiovascular Disease Jalees Rehman and Keith L. March Part II. Myocardial Disease Development of the Vertebrate Heart Mabelle Ashe and David Bader Inherited Myocardial Diseases Elizabeth M. McNally Receptor-Signaling Pathways in Heart Failure Shayela Suvarna, Liza Barki-Harrington, Miwako Suzuki, Philippe Le Corvoisier, and Howard A. Rockman Recent Insights into the Molecular Pathophysiology of Viral Myocarditis Tony Tran, Roger D. Rossen, and Douglas L. Mann Genetic Underpinnings of Cardiogenesis and Congenital Heart Disease Vidu Garg and Deepak Srivastava Part III. Coronary Artery Disease Coronary Artery Development Mark W. Majesky Atherosclerosis George A. Stouffer Antiplatelet Drugs Karlheinz Peter Myocardial Infarction D. Douglas Miller and Steven C. Herrmann Transplant Arteriopathy: Pathology, Pathogenesis, and Prospects for Treatment Joannis Vamvakopoulos, Einari Aavik, Daniel du Toit, Pekka Hayry, and Minnie Sarwal Thrombolysis: Scientific Basis for Current Theory Guy L. Reed III Coronary Restenosis Julius Aitsebaomo, Martin Moser, Susan Smyth, and Cam Patterson Part IV. Arrhythmias Induction and Patterning of Purkinje Fiber Network Takashi Mikawa, Robert G. Gourdie, Kimiko Takebayashi-Suzuki, Nobuyuki Kanzawa, David J. Pennisi, Clifton P. Poma, and Maxim Shulimovich Mechanisms of Sudden Cardiac Death Wayne E. Cascio Gene Therapy for Cardiac Arrhythmias J. Kevin Donahue and Eduardo Marban Genetics and Arrhythmias Kui Hong and Ramon Brugada Part V. Vascular Diseases Therapeutic Angiogenesis for Ischemic Vascular Disease Jai Pal Singh and J. Anthony Ware Nitric Oxide in Cardiovascular Biology and Pathophysiology Marshall A. Corson Vasculitis Ronald J. Falk and J. Charles Jennette Primary Pulmonary Hypertension Evangelos D. Michelakis and Stephen L. Archer The Molecular Basis of Cerebrovascular Malformations Douglas A. Marchuk Thrombotic Vascular Disease Stephan Moll and Gilbert C. White II Part VI. Risk Factors Risk Factors Ngoc-Anh Le and W. Virgil Brown Vascular Aging: From Molecular to Clinical Cardiology Samer S. Najjar and Edward G. Lakatta Oxidative Stress Nageswara R. Madamanchi and Marschall S. Runge Diabetes Mellitus: An Important Cardiovascular Risk Factor David R. Clemmons Vascular Inflammation as a Cardiovascular Risk Factor Allan R. Brasier and Adrian Recinos III, and Mohsen S. Eledrisi
Cheers,
J.
"Dear Dew"
In less than one minute:
1) Go to http://www.google.com.
2) Type "molecular cardiology"
3) Then, you´ll find a lot of information.
(Molecular Cardiology Research Institute)
http://www.tufts-nemc.org/mcri/
I guess you were joking ;)
Cheers!
J.
<<I don't think a post devoid of substance..>>
Re: Definitely, maths and physics are more "devoid of substance" than philosophy..Don´t you?
<<.. is the best way to introduce potential investors to a "value>>
Re: I'm far away of that.
Do you think that my post is going to move the stock higher?
Thank you. But I am not so important.
<<What is a "molecular cardiology" company>>
Re: This is a very basic question. But do your own DD.
<<and what makes cvtx unique in this manner..>
Re: Do your own DD.
<< Why is no one prescribing their "revolutionary cardiology... product"?>>
Re: Really? Have you look at the scripts?
<<Good luck with your long position>>
Re: Thank you. Good luck to you too ;)
Cheers,
J.
RE: I don´t know if this board is positive or not on CVTX.
It does not matter to me either. I always take my own decisions.
CVTX "At a glance":
1)Strong discovery capabilities. (Science)
2)A very deep pipeline,(adenosine receptors are very promising). (Science)
3)Ranexa, a revolutionary cardiology (a huge market) product, as a money driver. (Science and Business)
4)An important partnership with Takeda. (Business)
5)A molecular cardiology company (a few competition area in biotech). (Business)
6)A strong institutional ownership, and a strong insider ownership. (Business)
7)A ridiculous valuation at this levels. (A way to become rich)
[7, much more reasons[
NOTE:( Long 6000 shares at $13.51)
Cheers,
J.
CVTX- This might be one of the most undervalued biotech stocks in the entire market.
I´m loading CVTX to my "core holdings" at this levels.
Cheers,
J.
"Dear Dew",
Basically, I believe that immunotherapy is the best way to treat the cancer.
I am not a DNDN cheerleader. I also own shares of CEGE (and OSIP ;)
However, I think you have lost the perspective on DNDN.
Sincerely,
J.
Are you still thinking the same?
http://www.insiderscoop.com/ViewFiling/ViewFiling.aspx?accessionNo=0001181431-06-037364
Cheers,
J.
ENCOURAGING PHASE 2 DATA ON AVASTIN PLUS TARCEVA IN LUNG CANCER SHOULD EXPAND COMBINATION THERAPY.
Data will be presented on June 5 on a randomized Phase 2 data of Avastin/Tarceva versus Avastin/chemoteraphy versus chemotherapy in second-line non small cell lung cancer (NSCLC).
The chemotherapeutic arms were split into Taxotere versus Alimta. The study was designed with only 27 % power to detect a 50 % improvement in the primary endpoint of progression-free survival (PFS).
The study involved 120 patients. Avastin plus Tarceva showed 4.4 months in median PFS versus 4.8 months for Avastin+ chemotherapy and 3 months for chemotherapy alone. Overall survival at 6 months was best with Avastin plus Tarceva (78.3 %, 72.1 % and 62.4 % respectively); so the was response rate (CR/PR) at 17.0 %, 12.5 % and 12.2 % respectively. While the sample size is small, the data may stimulate use of Avastin plus Tarceva, especially in patients who are intolerant of chemotherapy.
SOURCE: Goldman Sachs. June 5
Cheers,
J.