mad world .. the phase 2 VGX3100 trial is marginal at best, and has no commercial value, as the results are so poor, yet they are hyped to death, Genexine has shown the market how to build a DNA vaccine in HPV that works. Time will tell, with Dr Kim but he is building up a cash mountain with the knowledge that he has nothing concrete behind the company, there will be a famine of information until the phase 2 results are all in. These ultra high valuations of Car T .. (failed in solid tumor) and the ease of which investors are hood winked by hype shows the average US investor in this sector is incapable of comparing trial results and worse still follow there share like a football team supporter ...Dr Kim has burnt through $400m has has treated at best 20 patients successfully ... out of 100 ... !!! astonishing against a viral infection, now using the same vaccine he expects results in cancer ??? even with il-12 its a tough ask from a poor vaccine. Still the happy clappers will continue giving support even thou every turn of the dice is bad news, or "his claims" do not come to fruition. its all about the T cell ... yes it is .. but there are good and bad !! ATB
When you see BIIB appears lining up to repeat the exact same mistake JNJ and PFE made with Bapi phase2 analysis, I guess it does not fill investors with confidence. AF has sure pointed it out to all who will listen.
BIIB had a faster than normal placebo decline which made the drug probably look better than it is and was also not dose dependent. That should have been a red flag to ELN, when they saw it with Bapi, and with the benefit of that hindsight it should give BIIB pause. That placebo rate ELN saw was not discussed till towards the end of the first phase3, but BIIB should know now. Has that been discussed by BIIB in public?
BIIB has most riding on a couple of MS drugs. Tysabri which is about a $2B earner and Tecfidera which has seen a spectacular rise to become something like a $3.3B annual earner.Novartis Gilenya earns about $2.5B
BIIBs Plegridy, the injectable longer lasting interferon could take some more market.
Teva has the most prescribed drug in the ms space in Copaxone.It was calculated every month they could delay generics was worth $78M to them, but the biosimilar has now been approved. That will be price pressure. PML is associared with Tysabri and Gilenya recently saw one case.
There are a lot of numbers there from several very big companies companies. Teva was forecasting $20B earnings for Copaxone with no generics.
Question I have is what happens to them all if PBT2 can stop demyelination like CQ did in the model? That could make them all yesterdays technology:-)
And their AD phase3 is going to crash and burn. Remember you heard it here. Same place where the BAPI trial fail was forecast by a few posters. All just my opinion.
Sentiment: Strong Buy
Berkshire Hathaway (NYSE:BRK.B): "That's another stock that we don't want to trade, we want to own it." Neutral Call: Philip Morris (NYSE:PM): "Philip Morris had a really good quarter.
COLUMBUS, Ohio, April 30, 2015 /PRNewswire-USNewswire/ -- The NetJets Association of Shared Aircraft Pilots (NJASAP) will conduct informational picketing on Saturday, May 2 during the 2015 Berkshire Hathaway Annual Shareholders Meeting in Omaha ...
Hey Wildbeeny old man, don't you know a wise man once said that Criticism without a solution is not valuable. The CLNE train is due for a correction and consolidation but, if (and I mean if) management comes out and say's they will be profitable in the next qtr or two you're toast if you are short.
Another vegie counterfeit ID troll which probably means df2830 is also a vegie counterfeit troll. Loser.
Celerity plus sounds good but OEMs arb't interested that much hydrogenics will hide that fact in the upcoming conference call.
Maybe 20 celerity plus pieces are sold for demonstration projects jada jada bla. ..
Keep your shares ......
Check out my schedule nice folks:
1. NASCAR from Talladega
2. Horse racing from Kentucky
3. NHRA from Texas
4. Boxing from Vegas
5. Supercross from Vegas
6. NFL draft
7. MLB baseball
8. NBA basketball playoffs
9. Weightlifting from my couch [12oz. at a time... Molson's Golden]
10. Hi Mom : )
Thank goodness there's no Formula One this weekend! Have a peaceful and joyful day folks.
There's more than 1 moronic verizon long with multiple log ins. Then they talk to themselves on the same thread! I guess they think there is confort in numbers? Even though the numbers are fake, just like Verizon's gains the last 2.5 years!!!!
Sentiment: Strong Sell
" calls us a bunch of imbeciles "
No I don't. I call you a bunch of crass monumental idiots. What else do you call a load of sheep who follow each other blindly, who don't understand this company and who have missed a 28% rise in just four months?
I like the idea of ETF,s averaging out a sector currently small in SPY and VTI and waiting for downturn to heavily add. I do like individual issues that "crash and burn" for a short to moderate length hold in conjunction with ETF. Some ETF are Cap weighted which put you too heavy into a single stock like AAPL or XOM.