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Seattle Genetics, Inc. Message Board

nhanduyvo 15 posts  |  Last Activity: Apr 8, 2016 2:42 PM Member since: Aug 25, 2000
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  • Reply to

    Buyout Question

    by pjclarke90 Apr 8, 2016 1:15 PM
    nhanduyvo nhanduyvo Apr 8, 2016 2:42 PM Flag

    Let see if they buy more for the week. We will know it this afternoon right after 5:00 pm.

  • For the last 3 days, The Bakers bought approximate 675,922 shares of SGEN. It is impressive that they keep pouring money into this GEM.
    They must see the potential of SGEN in the next few years.

  • Reply to

    updated my 4th q estimates

    by tjnelis Feb 10, 2016 12:29 PM
    nhanduyvo nhanduyvo Feb 10, 2016 6:12 PM Flag

    My estimate is: $231 millions total and EPS of $0.11 for Q4.

  • Jacosa and others,

    Do you have any concerns wrt the partnership announcement today between GLPG and GILD for filgotinib? They are behind at least 2-3 years behind INCY but they said that: " In more than 700 patient years of rheumatoid arthritis (RA) clinical study experience, filgotinib has shown a rapid onset of action, potentially best-in-class efficacy and to be safe and well tolerated in these so called DARWIN studies".
    I don't know how to justify this claim?
    Please share your thoughts and insights. Thanks!

  • Reply to

    Labu and Labd

    by my_stocks_are_down Nov 18, 2015 5:17 PM
    nhanduyvo nhanduyvo Nov 30, 2015 5:06 PM Flag

    You are absolutely right. So, what you need to do is to short both LABU and LABD at the same time on equal amount of $$$. You will make $$$ by the loss of time value repricing every day.

  • Reply to

    Have you seen BB positions?

    by mofle65 Nov 17, 2015 1:04 PM
    nhanduyvo nhanduyvo Nov 17, 2015 6:22 PM Flag

    The shares are from convertible bond that bB held for a while.

  • Reply to

    This is a bit concerning

    by entropics Nov 9, 2015 4:43 PM
    nhanduyvo nhanduyvo Nov 9, 2015 7:08 PM Flag

    This breach of covenants will go away soon as the company will refinance their loan. This is not going to bankrupt the company. People just overreacted to the news. This will be resolved in couple months and we will see AEGR in the $20s early next year when they announce the new refinance agreement.

    This mess led to the resignation of the CEO and COO in July. Few more officers might be on the chopping block in the coming day.

  • Reply to

    ASH - Abstracts #1

    by nhanduyvo Nov 5, 2015 10:37 PM
    nhanduyvo nhanduyvo Nov 6, 2015 5:28 PM Flag

    I tried to post the ASH abstracts in here but Yahoo did not let me do.

  • nhanduyvo by nhanduyvo Nov 5, 2015 10:37 PM Flag

    Twenty-six pts received BV + CHP combination treatment. Diagnoses included systemic ALCL (n=19; 3ALK+, 16 ALK-), peripheral T-cell lymphoma-NOS (n=2), angioimmunoblastic T-cell lymphoma (n=2), adult T-cell leukemia/lymphoma (n=2), and enteropathy-associated T-cell lymphoma (n=1). The objective response rate to tx was 100% and CR rate was 88%. Treatment-emergent adverse events (TEAEs) with a severity of at least Grade 3 (≥10% incidence) were febrile neutropenia, neutropenia, anemia and pulmonary embolism with 73% reporting any grade peripheral neuropathy.

    At the time of this analysis, 20 pts remained on study for long term follow-up (LTFU). The median observation time from first dose was 38.7 months (range, 4.6 to 44.3). The 3‑year OS rate was 80% (95% CI: 59, 91 months) and the median PFS was not reached (95% CI: 12.3, -). Twenty one pts received a median of 10 doses (range, 1 to 10) of BV post BV-CHP. Nine/19 (47%) ALCL and 5/7 (71%) non-ALCL pts have not experienced disease progression or death. A Standardized Medical Dictionary for Regulatory Activities (MedDRA) Query (SMQ) was performed for peripheral neuropathy (PN). Eighteen of 19 (95%) patients who received combination therapy experienced either complete resolution (n=7, 37%) or improvement by at least 1 grade level (n=11, 58%) in neuropathy symptoms. There were a total of 44 PN events of which 23 (52%) resolved and 14 (32%) improved. Five pts (19%) who experienced disease progression after completing treatment received subsequent treatment with BV in LTFU, and 3 patients received stem cell transplants (1 autologous, 2 allogenic). There were no patients who received a consolidative stem cell transplant in first remission.

    Conclusions: Durable remissions were observed with BV in combination with CHP in newly diagnosed pts with PTCL. After over 3 years of follow-up, clinical outcomes compare favorably with historical data in PTCL pts. An ongoing randomized trial with 450 pts is comparing BV+CH

  • Reply to

    Lynparza indication expanding

    by jacosa Nov 1, 2015 9:10 PM
    nhanduyvo nhanduyvo Nov 2, 2015 7:10 PM Flag

    As always, thanks a lot Jacosa!

  • Reply to

    Lynparza indication expanding

    by jacosa Nov 1, 2015 9:10 PM
    nhanduyvo nhanduyvo Nov 2, 2015 4:46 PM Flag

    Jacosa,

    I just move the message into this board as you requested. I should start it here first. Sorry for the distraction.

    Do you still think that MYGN will have a lot of potential to appreciate more in its value? Do you view GHDX as a new competitor in MYGN core business? I have been following GHDX but do not take a position yet and try to ask you for your opinion.

    Baker Brothers who are the core holders of INCY shares also own 43% of GHDX.
    Again, thanks a lot for your insights, time, and kindness.

  • Reply to

    Jacosa - MYGN Question

    by nhanduyvo Nov 2, 2015 7:51 AM
    nhanduyvo nhanduyvo Nov 2, 2015 4:40 PM Flag

    Thanks a lot Bonkenx!

  • Reply to

    Jacosa - MYGN Question

    by nhanduyvo Nov 2, 2015 7:51 AM
    nhanduyvo nhanduyvo Nov 2, 2015 4:40 PM Flag

    Thanks Jacosa!

  • Jacosa,

    I appreciate your time and insights to share your valuable opinions to us regarding to out investment in INCY and I am very thankful for that. I also follow your posts regarding to MYGN and I have few questions for you.

    Do you still think that MYGN will have a lot of potential to appreciate more in its value? Do you view GHDX as a new competitor in MYGN core business? I have been following GHDX but do not take a position yet and try to ask you for your opinion.

    Baker Brothers who are the core holders of INCY shares also own 43% of GHDX.
    Again, thanks a lot for your insights, time, and kindness.

    Nhan

  • Both CEO and CFO both exercise and hold approximately $ 2.0 million worth of stocks. It sounds very confident that SGEN stock price will go much higher in the future.

    Hold your shares tight and don't listen to the shorts.

    Sentiment: Strong Buy

SGEN
54.01+0.72(+1.35%)Sep 30 4:00 PMEDT