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acgood

03/03/12 10:18 PM

#138175 RE: momentum74 #138174

AEZS/KERX

That article is complete crap and from a notorious pump and dumper. Sure, the trial could possibly be positive, but it is based on a very shaky phase 2 foundation and approval couldn't be much further from a "done deal"
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hirogen

03/04/12 7:39 PM

#138179 RE: momentum74 #138174

AEZS/KERX - I completely agree with Acgood. It's another ridiculous pump piece from a ridiculous pumper. From the company's statements and my calcs I believe KERX designed the trial assuming 5 mo MST for the control arm. The trial is not running all that late when you consider that KERX's original 4Q11 projections for the 360 trigger make no sense when modeled with any reasonable exp curve.

I also agree with Acgood in that the ph II data is not as strong as it appears from the topline numbers. Imo there are also important protocol differences between the ph II and X-PECT as well as regorafenib's CORRECT trial that lead me to believe that a positive outcome is far from certain.
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BTH

03/04/12 8:47 PM

#138180 RE: momentum74 #138174

Jeremy Richards should be banned from Seeking Alpha. This is the same clown that wrote Roche (from what i can remember) was "definitely" going to buy KERX (and he even put a date on it)(which has passed many times over).

IMO, he probably owns KERX at $9