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Any new reason why PFE is getting blasted today?
I saw BK coming on this one a while ago.
Can anyone opine on PRTK. Potential new broad spectrum antibiotic.
I have owned CLSD since last May. The RVO phase 2 data was the best of all three indications and could be game changing. The first RVO phase 3 read out in 4th qtr. awaiting DME read out in Q2.
My three favorite selections for price appreciation in 2018 are CORT(Metabolic diseases),CLSD(Opthalmic diseases) and ZIOP Immunoncology).
As I mentioned in a prior post ADXS was a bloated company. I love RVNC but how the hell does a pre clinical company have 119 employees and $30 million in SG&A without a approved product in sight. No one is managing the store for the investors.
The amount of $$$ these people paid themselves in salary and bonus in 2016 is criminal. The cash burn here is large as you point out and they clearly don't care about shareholders. Paying the CFO over $1.0 million in salary and bonus plus significant stock option grants,to someone with an MBA from Rider College is laughable. My experience with company's with 90+ employees,no approved products and large salaries and bonus's does not end well for shareholders.
Do you have a sense what the potential market size could be for this Drug?
Remember over 40% of the stock is held by insiders.These type of situations sometimes can cause abnormal short term spikes.
Are the sales of Prolia and Xgeva better /worse then you thought they would be at this time?
Dew-Comments on BMY Hep C results released today.
Did anyone here actually run a production operation or for that matter a real business..These guys are starting from scratch and people are bitching because of unscheduled maintenance closedowns.Give me a break!We are lucky that there has not been a product recall with the pressure the system is under.This was not a plant that was up and running and DNDN used as a co packer.They are learning as they are going.
SGEN 35 data out before the open on monday.Price down 14% in AH with no release.Bought 2000 in AH at $10.49.Either there is a leak or i could be real smart.Must be a leak.
In post 91865 i suggested a BMY buyout.I just didn't think it would be so soon.In todays market you just take the money and run; which i will do on wednesday.I should get an atta boy for this one.
ZGEN said BMS was advancing Inf. lambda into clinical trials for HBV.Does anyone know how big an opportunity that may be?
It is also bullish for ZGEN.
Clearly this article suggests that there is potentially a big future for Interferon Lamda and ZGEN.
You missed the part about the incresae in market share and the 14% unit increase from the wholesaleer to the hospital vs fourth quarter.They also said during the CC they are very comfortable with the full year numbers of $48-$54 million in sales
You seem to have it in for ZGEN/recothrom.On conference call they stated that hospital unit sales were up 14% versus prior quarter and market share was 19%,up 2 % from the fourth quarter.In addition remember they were hiring many sales reps from December through March to replace the Bayer reps who no longer handle the product.
Novo Nordisk is sitting with over 22 million shares of ZGEN for a long time.My sense they would like to monetize this at the right price.Also i believe that Williams was at Immunex when they were taken out.If i am Novo i would want to limit future dilution by running this thing conservatively.They had to buy 1.25 million shares to retain their ownership position.Obviously we are early in the game and IL 29 needs to be successfull.I have been to the shareholder meeting the past 2 years and they have a lot of really intelligent people working there-They have bet the ranch on the hep c drug.Time will tell.
My prediction is that BMY ends up taking out ZGEN in the next 2 to 3 years.IL 29,IL 21 etc.
Buddy at a hedge fund told me recothrom continues to gain traction.They think $60 million in 2010 is a possibility.Sorry about lack of detail.Consistent with the bs lawsuit from King.
It was IMS recothrom sales data that moved the price.A lot of early institutional trading which almost never happens with this stock.
Are you on fantasy island.The ROW deal gets announced first and as part announces new directors.Disclosure is NECESSARY.
Medarex--Any comment on the Mayo clinic press release re: prostate casncer and their trial.
I agree with P3 take on IL 21.Dewophiles comment should be taken down from sticky note.I personally know Doug Williams from Immunex days.He is as straight a shooter as there is in any industry.
I second that emotion!
Thoughts on Tarceva data?
Friday should be an interesting day in biotech trading with all abstracts being released thursday except the late breakers.ie Atlas tarceva/avastin
ZGEN position regarding IL 21 changed at a presentation last year moving from a license deal to a partnership deal.Subsequently they acquired ROW rights back from Novo and appear to be willing to spend development $$ on this molecule with a partner.Awaiting final renal cell at 6pm on thursday when the abstract will be released by ASCO.
Did i miss recothrom 2011 sales estimate poll?TIA
Again i refer you to the balance sheet.ZGEN has $25000 million in debt from the Deerfield draw down--thats it period.The rent is on the balance sheet because of a sale lease back deal(they would still need to rent--accounting regs makes them put on balance sheet--rent through 2019).Accounting for deferred revenue and purchasing committments for recothrom revenues are the balance of liabilities.
TWENTY FIVE million in debt is not over leveraged
I suggest you read the 10K before posting more garbage.
Point of information Williams was asked by your nemisis David Miller when he thought Recothrom would be cash flow positive and he stated in the latter half of 2010.If i recal correctly projected break even revenue was in the $70+ million range.If that is achieved $100 million in 2011 is certainly in the ball park.
I will bet you a $1000 donation to the charity of your choice if Recothrom does not do north of $100 million in 2011.
Small point but it was mentioned at the year end CC that there was a .8mm wholesaler inventory build in the fourth qtr sales number.The Q 1 pull through number is over $5/million.
In the statement by the PR department she said they are looking to co-develop IL 21 not license it out "ala" atacicept.Perhaps renal cell or melanoma data are good.
ZGEN-At the last conference call Williams said that they were going to focus their product development profile and streamline the organization.No other layoffs have happened since
I have been following Roubini through his web site for some time--www.rgemonitor.com and he has been spot on about the global economy for over 2 years.The man has saved me mega dollars.
I believe you are being the jackass here.As you tell people on this board "first educate yourself"!He is not an hysterical charleton,but a competent economist--oxymoron?
'!
The $21 million is not related to interferon lambda.It is a settlement for a patent dispute with BMY on a fusion technology.