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Array BioPharma Inc. Message Board

bladerunner1717 1737 posts  |  Last Activity: Feb 19, 2016 3:48 PM Member since: Jan 21, 2000
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  • Reply to

    Opaleye Management Ownership Down

    by gizmo_puppy95 Feb 12, 2016 3:58 PM
    bladerunner1717 bladerunner1717 Feb 19, 2016 3:48 PM Flag

    I don't know where you're seeing that; Opaleye still owns 210,000 shares.

    Baker Bros. seems to have more than DOUBLED their shares to 413,000. They quadrupled their shares in the 4th quarter of 2015. That's telling.

    I bought 5000 more this afternoon @ $7.54.

    Bladerunner

    Sentiment: Strong Buy

  • bladerunner1717 bladerunner1717 Feb 19, 2016 3:36 PM Flag

    Do you have a link?

    Bladerunner

    Sentiment: Strong Buy

  • bladerunner1717 bladerunner1717 Nov 5, 2015 9:36 PM Flag

    Preacher,

    If you're not a short, then what is your thesis against MEIP? Do you claim to know the science behind Pracinostat and HDAC inhibitors, in general? Are you an expert on mitochondrial inhibition and do you have knowledge of what a mitochondrial inhibitor might do in combo with topotecan? Do you have any expertise in myelofibrosis and the use of Jakafi in conjunction with Pracinostat? The management team is first-class and the cash position is very solid. So on what do you base your analysis?

    Bladerunner

    Sentiment: Strong Buy

  • Reply to

    Super Manipulated - Jefferies

    by com_sense1 Sep 10, 2015 11:07 AM
    bladerunner1717 bladerunner1717 Sep 21, 2015 11:08 AM Flag

    The six month delay in the trials is pretty significant. The delay in and of itself is not that bad, but these delays mean more burn and a higher probability of dilution.

    Sentiment: Strong Buy

  • bladerunner1717 by bladerunner1717 Sep 21, 2015 10:02 AM Flag

    https://www.google.com/webhp?sourceid=chrome-instant&rlz=1C1VSNC_enUS595US597&ion=1&espv=2&ie=UTF-8#q=arql%20stock

    Sentiment: Strong Buy

  • Reply to

    Pracinostat and AML

    by onesurfed Aug 7, 2015 1:34 PM
    bladerunner1717 bladerunner1717 Aug 8, 2015 4:03 PM Flag

    The bear case on Pracinostat is two-fold: First, these are uncontrolled trials. Comparisons to historical controls is always dangerous in biotech development. Biotech drug development has a graveyard full of drugs that showed great results in Phase II in controlled trials, only to fail miserably in controlled Phase III trials. Secondly, HDAC inhibitors have not been a great success in the clinic...so far.

    The bull case has been stated here many times and you can hear it on the CC's and investment forums that the company holds. One thing that hasn't been mentioned here is that HDAC inhibitors may work extremely well with checkpoint inhibitors, but that needs to be proven in the clinic. Other companies with HDAC inhibitors are already pursuing this avenue. A successful trial in AML and, I suspect, a company with a checkpoint inhibitor (MRK, AZN, CELG, BMY) will want to seriously consider Pracinostat in combo with one of their own checkpoint inhibitors.

    All in all, micro-cap biotech is always about risk/reward. Nothing is ever guaranteed. But I like the valuation here and I'm long and strong to the tune of over 100,000 shares.

    Bladerunner

    Sentiment: Strong Buy

  • The HCC Phase III trial enrollment is about six months ahead of schedule. This is important news, but the Market doesn't seem to care. The Market assigns a zero probability of success to the trial.

    NIH showed a statistically significant PFS in a Phase II trial in prostate cancer with Tivantinib as a single agent. Again, the Market gave a collective yawn, possibly because investors remember EXEL's Cabo, which also showed good results in a Phase II and then failed on OS in the Phase III. Cabo was also a MET inhibitor. Not sure if Daiichi and the NIH will take this into a Phase III, but it remains a possibility.

    ARQL has three proprietary molecules, ARQ-092, ARQ-087 and ARQ-791, all in the clinic. Pre-clinical results will be presented in seven presentations at EORTC on November 18-21. ARQL will have a CC after the presentations.

    Cash runway will extend in 2017.

    All this for a company with an EV only slightly above zero. Amazing.

    Sentiment: Strong Buy

  • Reply to

    Board is almost deserted..........

    by andreadardi Nov 4, 2014 3:47 AM
    bladerunner1717 bladerunner1717 Nov 5, 2014 2:49 PM Flag

    Hey, what am I, mashed potatoes? LOL

    Sentiment: Strong Buy

  • bladerunner1717 bladerunner1717 Oct 31, 2014 8:05 PM Flag

    Dfrai,

    I think so. I own a ton, but I've been wrong about the stock for two years. Nonetheless, I think the HCC trial has a decent chance of success; the Phase II data looks impressive to my untrained eye. Perhaps more importantly in the short term, the proprietary pipeline, especially the Akt inhibitor, looks very good, according to Ohad Hammer. Since he just put a ton of money in my pocket with AMBI--I tendered my shares today--I tend to trust him a lot. I spoke to IR today. There will be a 3rd quarter earnings call on November 10th and a later CC to discuss the presentations at EORTC. I expect the stock price to move up on the news. In any case, this company shouldn't be trading with a negative EV, IMO

    Sentiment: Strong Buy

  • http://www.ecco-org.eu/Events/EORTC_NCI_AACR_2014/Searchable-Programme#anchorScpr

    Sentiment: Strong Buy

  • Reply to

    tubulsyn phase 1

    by marthastewartstips Oct 17, 2014 8:12 PM
    bladerunner1717 bladerunner1717 Oct 21, 2014 1:42 PM Flag

    Marthastewartstips,

    What make you so sure that it is the chemotherapeutic warhead and not the (folate) recepetor that is the problem? (I'm going to assume it's not the linker technology, since that technology comes from a leader in field, Seattle genetics.)

  • I don't have the link, but I know it's a fact.

    Sentiment: Strong Buy

  • Cantor Fitzgerald initiated coverage on MEI Pharma (NASDAQ: MEIP) with a Buy rating and a price target of $14.00.

    Analyst Daniel Brims said, "We are initiating coverage of MEIP with a BUY rating and $14 price target, which is based primarily on lead drug candidate Pracinostat’s expected peak revenue of $700M in two indications, MDS and AML. We forecast the commercial launch of Pracinostat in 2017/2018 contributing $10/share to our valuation. MEIP has initiated three Phase 2 trials to assess Pracinostat in front-line AML and MDS, as well as refractory MDS, and we expect several important catalysts for Pracinostat during 4Q:14. Beyond Pracinostat, MEIP is also developing ME-344, which is in Phase 1B testing for small cell lung and ovarian cancer, and PWT-143, a preclinical PI3 Kinase inhibitor. We have assigned $3/share and $1/share in value, respectively, due to the early stage of development of these assets."

    Sentiment: Strong Buy

  • Reply to

    Bear Article

    by paintball_is_stellar Feb 25, 2014 6:33 PM
    bladerunner1717 bladerunner1717 Feb 25, 2014 8:36 PM Flag

    Do you have a link to the article? The Street's Sobek is long ECYT, so I don't understand who is writing the critical article.

    Bladerunner

  • I don't have the link.

    Bladerunner

  • Reply to

    Oral Presentation

    by paintball_is_stellar Jan 21, 2014 8:09 AM
    bladerunner1717 bladerunner1717 Jan 21, 2014 3:58 PM Flag

    Today the EU approved Tivicay, an integrase inhibitor for HIV from GSK. The CHMP nod of approval was in November, 2013.

    Sentiment: Strong Buy

  • Reply to

    Oral Presentation

    by paintball_is_stellar Jan 21, 2014 8:09 AM
    bladerunner1717 bladerunner1717 Jan 21, 2014 3:25 PM Flag

    I spoke to IR today. There was, indeed, a presentation made to CHMP. Minutes of the meeting could be released before the end of the week. If not, definitely next week. CHMP is tantamount to approval. EMA always follows the advice of CHMP.

    Sentiment: Strong Buy

  • Almost two hours long, but worth the time. Lots of M.D.'s on the call. Always nice to hear from clinicians. Analysts from Cowen, Needham, Stifel, Roth Capital, etc. This will raise the profile of the company. Needham initiated coverage with an "outperform" rating and a PT of $12. (Stifel is at $15 with Dr. Brian Klein doing the coverage; Roth Capital is at $20 with Joe Pantginis doing the coverage.)

    Sentiment: Strong Buy

  • bladerunner1717 bladerunner1717 Nov 7, 2013 1:42 PM Flag

    Shara,

    Do you have a link?

    Bladerunner

    Sentiment: Strong Buy

  • My personal hematologist (I have leukemia), a friend of Tefferi's, thinks the results are great. He says that Feuerstein's comments about clinical response and spleen size are mis-informed. Spleen size, he says, is "purely palliate" and confers no OS benefit. He says spleen size is very overrated as an endpoint. Jakafi provides no OS benefit. My doc says that Imetelstat will provide an OS benefit. He has one patient in Tefferi's trial now and is trying to get more in. He says that he wants them on Imetelstat.

    I spoke with another oncologist that I consult with. He says that the results are "sensational" (his term). He says that Imetelstat will definitely be the "go-to drug" in MF.

    While I think Feuerstein's critique is worth considering, I place much more value on the opinions of Dr. Tefferi and practicing oncologists.

    Bladerunner

ARRY
3.24+0.07(+2.21%)Aug 26 4:00 PMEDT