Replies to post #52120 on $heff's $tation of $tocks & $olid DD

[brick1981]

Sheff,

This piece is a great find in your DD on Talon. I am an optimist on Talon's chances of approval and really think this company has huge potential written all over it. My understanding from past CC calls is that they would like to market and sell Marqibo for the smaller ALL indication themselves rather than partner with big pharma.

On the other hand, their other drug in development, Menadione, will have their Phase 2 clinical trial results by the end of the year, which is being conducted by the Mayo Clinic. If the results are very positive, I think Menadione will be partnered with big Pharma as it is a therapeutic cream for the treatment/prevention of skin rash in cancer patients using treatment of all approved EGFR inhibitors such as Erbitux, Tarceva,Tykerb,and Vectibix.

[$heff]

TLON..$.86 This is the data from the RALLY study that the FDA will be reviewing at the Advisory Panel Mtng. I believe that Dr. Susan O'Brien, M.D. Anderson, will be present to make a strong case for Marqibo approval. Advisory Panels are always risky and can make or break a stock most of the time. I am a risk taker and like what I have seen from Talon which is why I will continue to hold my position. I don't have a large position but will add if I like the AdCom notes and definitely if there is a positive panel review. If a positive review, then chance for approval is much greater. Two more weeks left till the notes are released. To invest a lot of money just for risk sake is not a wise move. Invest here what you can afford to lose but don't swing for the fences without all the information to increase the odds of success. A small position (what you can afford to lose) is always best. For larger there are other biotech plays to put more money into with less risk. Just my two cents there. The reward is high here but also the risk. Big money with Warburg Pincus & Deerfield is in this company & I like that. I would like to see a patient enrolled in the confirmatory Phase III study (MARQIBO) as well before the AdCom Mtng. That would be a huge plus for Talon as well as members of ODAC. Talon has increased the enrollment sites but they are just waiting for that patient. Hard to find in 3rd-6th line which is why it is viewed by FDA as rare & unmet need. The trial is initiated so that is a positive but patient enrollment would be huge.
I will continue to post solid DD over next few weeks on this company moving forward so that one can make a best case decision based on the DD.
http://files.shareholder.com/downloads/HNAB/1689720077x0x527738/52FECA95-2084-4153-9AA8-7BD84FD3FCA8/ASH_poster_2011v2_final.pdf