Hey Max, you took the words right pout of my mouth. Seeking Alpha is kind of like a cheerleaders site but sometimes they do some inciteful analysis. This was one of those times.
I really like their analysis of the potential (non) losses from Dacogen going off patent. It supports nearly everything that we have read on this message board over the last 12 to 18 months. If generic Vidaza is not on the market 18 months after patent expiration (second rated) Dacogen should seem reletively safe.
I love the fact that the phase two portion of the two stage SGI110 trial is in progress and a second trial is also getting underway. It is still too early to call, but hope continues to bloom that SGI110 is the real deal.
I would love to see more articles like this, especially from some of the better known analysts.