I've never written that before but ARNA's launch of a phase 1 study of APD334 is tremendous. Between Belviq, APD334 which is in every way to Gilenya which is now on the market and other drugs in ARNA's pipeline, we are seeing a company on it's way to becoming not just a successful biotech but becoming a BP in it's own right. If you can hold for 10 years you'll see a market cap greater than $100B. Bash my comment all you want as that of a dreamer. Bear and other lying know it all's go F yourselves. Congratulations to Jack, Dominic, Steve, Bill, Rob and all the rest. Good luck to all true longs and goodbye.
Thanks for bringing this up. APD334 will replace Gilenya once it finally gets to market. I believe that Gilenya's current sales are around $1B per year.
APD334 works by the same mechanism as Novartis's Gilenya. Since Vitiligo results from local T-cell mediated melanocyte death in the skin, bottling up the T-cells in question in lymph nodes should prevent attack on the melanocytes. Once that happens, residual melanocytes in hair follicles of affected skin can be slowly coaxed to divide by NBUVB. The difference between APD334 and Gilenya is in it's superior receptor specificity. In particular it does not hit S1P3 receptors that cause the bradycardia seen with Gilenya.
I've seen Whale Wisdom post full liquidation of stock positions by investment firms but then the next day the positions back sometimes with somewhat less shares and sometimes with more. It appears to be a glitch in how they update their reports of 13F filings.
Chrisanja does some serious sleuthing and lo and behold an article magically appears stating there is no conspiracy while the suddenly heads north.
Iago, it's possible to be so much the professional a scientist that one inadvertently hamstrings oneself. Sometimes it's best to go with your gut. A couple of examples: Kary Mullis and Erwin Schrödinger. Instinct is build into us by evolution for a reason.
As I've mentioned before (and sorry if I'm carping like Paul Krugman (maybe it's in our genes)) IMHO it's personal. Something happened between Mansbach and Behan at Neurocrine. Behan won and went on to found a great company. Mansbach lost and works as a consultant which basically means he's unemployed.
I've tried to bring this up gently several times on this board but it keeps getting ignored. One has to look to the top of the DEA: Michelle Leonhart. Either she is being paid off, is incompetent, just doesn't care or someone beneath her who she trusts is stabbing her in the back. If and when this blows up it will be her political career on the line.
I share your concern. However, VVUS will lose. Steve Spector at ARNA is a really sharp lawyer.
Chris, this is really important. Excellent work. Please continue to try to get the rest of your comment posted. I've downloaded a PDF version of what you've written so far in case Yahoo deletes the entire thread. At best this is dirty pool by Vivus. At worst, despite what the brahmins on this board write, there is collusion going on to hamstring Belviq's sales on the market.
Every organization has priorities. These are set by outside mandate or by the top, the CEO or the head administrator. Every organization has limited resources. These are assigned to the various priorities by the top. There is no point in ranting about slow government or union workers. The decision about resources assigned to the Belviq review, including the 6 months between when the ball went into the DEA's court and the request for comments, comes from the top. That's just the way things work.
Sorry, Yahoo's word limit took off the punch line: The bishop is your father.
In a little rural town outside of Budapest, a man comes home after a hard day tilling the fields and his 15 year old daughter tells him she’s pregnant. The man is aghast. He doesn’t know what to do. So in a panic, he takes his daughter to the local doctor and says, doc, you’ve got to give my daughter an abortion. If word gets out, my daughter’s reputation will be ruined. No one will buy my crops. I’ll be ruined.
The doctor replies, we are all good Catholics. Abortion is out of the question. The farmer starts to wail. The doctor recognizing the seriousness of the situation, says, calm down, it will be ok. I’ve got a plan. Just keep your daughter out of site until she’s ready to deliver. Then bring her to the hospital through the back door. There’s always some other woman in labor. I’ll deliver your grandchild and pass the baby off on one of the other mothers by telling her she unexpectedly had twins.
The relieved farmer takes his daughter home.
Months pass. The daughter is in labor. The farmer takes her to the hospital through the back door.
Low and behold, there isn’t a single other female patient in the hospital for anything, not even an ingrown toenail. The farmer is shaking. He screams at that doctor, you promised me it would be all right. Now my daughter and I are destroyed. The doctor says, trust me. Go home. Things will be fine.
There’s a priest in the hospital for a gall bladder operation. The doctor delivers the baby. Then he operates on the priest. When the holy man awakens he presents the baby to the priest and says, I can’t explain it but it turns out you were pregnant. The priest is overjoyed and says, this is truly a miracle. God works in mysterious ways.
Everyone is happy.
18 years later. The young man is ready to seek his own way in the world. As he prepares to leave, the priest says to him. Son, I wish you only the best. There is one thing though that I’d like to tell you. You’ve always thought of me as your father. Actually, I’m your mother.
A Scotsman, an Englishman and an Irishmen were comparing pubs.
The Scotsman says, in Scotland the pubs are great. You pay for the first three drinks but the fourth is free.
The Englishman replies, in England the pubs are better. You pay for the first two drinks and the third if free.
Then the Irishman avers, well laddies in Ireland, the first drink is free, and so are the second and third. And then you get laid for free.
The Englishman turns to the Irishman and says, oh come on. Has that really ever happened to you?
The Irishman replies, not me personally. But it’s happened to my sister.
Comments on this public forum are protected under the first amendment to the United States Constitution. Please calm down.