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Sanofi Message Board

scistats 140 posts  |  Last Activity: Jul 5, 2016 10:03 AM Member since: Apr 5, 2009
  • scistats scistats Jun 26, 2016 10:51 AM Flag

    So, the first half of 2017 will be Onivyde milestone payout from Shire and manufacturing and sales income starting from Allergan.

    The market is hammering Merrimack down now to get a bargain from the upcoming pop they know is coming. So, you are going to be hearing a lot of sell, sell, sell. Which has already started.

    Should I cut my loses? Is Merrimack dead money? I already started selling on Brexit day.

    Sentiment: Strong Buy

  • scistats scistats Jun 26, 2016 10:40 AM Flag

    You (probably) da man Italian!

    This make a lot of sense because the original goal of Merrimack developing a generic doxorubicin in a liposome for Actavis/Allergan may be off the table because Janssen and Sun Pharmaceuticals has the generic market shortage of doxorubicin-liposome now swamped with no profit to be had.

    You are probably correct, Allergan is probably moving forward oxymetazoline in liposomes for rosacea. The timing you state above is correct.

    What I like about any deal with Allergan is this: "In addition, Merrimack will receive a double-digit share of profits on future global sales of any commercialized products derived from the collaboration." Does this part of the agreement stand, or have the renegotiated? If it holds, how much profit is in it for Merrimack for both manufacturing and double-digit share of sales?

    Would it be easier for mighty Allergan to simply buy Merrimack or "merge" if necessary? After all, "Additionally, Allergan’s biosimilars program is developing treatment options within the Oncology therapeutic category."

    But first we need proof.

    For the Allergan rosacea trial NCT02131636, the placebo comparator is the "delivery vehicle". Is the delivery vehicle of oxymetazoline actually liposomes? If not, this is a cold case.

    Details:
    Allergan Clinical trial NCT02131636: Efficacy and Safety of AGN-199201 in Patients With Persistent Erythema Associated With Rosacea. Allergan's AGN-199201/V-101 is an oxymetazoline cream formulation for rosacea...but what is the delivery vehicle? Probably liposomes.

    Look at Allergan - United States Patent Application 20160151349 as an EXAMPLE:
    "the present invention can be used for the topical administration including solutions, gels, lotions creams, ointments, foams, mousses, emulsions, microemulsions, milks, serums, aerosols, sprays, dispersions, patches, micelles, liposomes, microcapsules, vesicles and microparticles thereof."

    Sentiment: Strong Buy

  • scistats scistats Jun 25, 2016 7:06 PM Flag

    This time is different because the Allergan deal has already been official since November 2013. Russell T. Ray on the Merrimack board served on the board of directors of Allergan from 2003 to March 2015. "That partnership will come back in the news here very shortly." MM-302 is safe per NCT01304797 which means Allergan/Actavis has their liposomal doxorubicin for the generic market once they file with the FDA as did Sun Pharmaceuticals. There are too many dots here not to be a solid green light rather than falling in the category of past speculative statements. This is for real, or CEO Mulroy needs to be admitted for a thorough evaluation at MGH.

    Sentiment: Strong Buy

  • scistats scistats Jun 25, 2016 2:57 PM Flag

    FDA ANDA Approval Reports Generic Drug Approvals shows Sun Pharmaceuticals DOXIL LIPOSOME INJECTION 2/4/2013.

    No evidence Allergan or Actavis have FDA approval for Doxil production. Either they are getting it soon or Allergan is buying Sun Pharma following the Pfizer blow up and MACK will start producing.

    Or Mulroy has lost it, and there is no Allergan collaboration moving forward at all.

    I will make an attempt to contact Merrimack for clarification. Now that we have a statement from CEO Mulroy to point to where he clearly states the Allergan manufacturing collaboration has moved forward and will result in income or Merrimack shortly.

    Sentiment: Strong Buy

  • scistats scistats Jun 25, 2016 12:27 PM Flag

    It probably has started but not been updated.

    Regardless, the Allergan manufacturing of the MM-302 liposome doxorubicin portion is not tied to the study since it is a generic, and the FDA has already approved this.

    I do not know why Mulroy brought up the trial other than to point out the FDA has reviewed the MM-302 liposome doxorubicin portion for generic production and has been approved?

    There is also the botox liposome combo that may be on the burner, but I do not think he was referring to this.

    He did emphasize repeatedly the manufacturing would start soon, shortly and had already happened to the extent he could state a news release was pending with this news that had occurred. If he was making this up, he and Merrimack are going to have a big problem on their hands.

    Sentiment: Strong Buy

  • scistats scistats Jun 25, 2016 11:42 AM Flag

    Allergan will compete with Janssen's nanoliposomal encapsulation of doxorubicin, Doxil (doxorubicin hydrochloride liposome injection).

    CEO Mulroy was referring to MM-302 esse being a generic FDA approved product that Allergan wants to manufacture. Just remove the antibody for the HER2 receptor, and they have what Allergan wants.

    The trial he was referring to is the MM-302 trial NCT02735798 I believe. Allergan will compete with Sun Pharmaceutical's generic.

    Mulroy says they have capacity to compete.

    Sentiment: Strong Buy

  • scistats scistats Jun 25, 2016 10:26 AM Flag

    I am not criticizing another's actions, I simply do not believe it. The price action across the board is index, and the comment sounds suspiciously short. Selling on a historic financial bad news event (Brexit) documented broadly in the financial news is difficult to believe. The comment may be true, but I personally do not believe it without proof. This is my opinion.

    I am not a trader and normally hold to either success or BK. Beyond this, I need to keep up with the technology and could care less what other think.

    Lets wait and see if CEO Mulroy was telling the truth about the progress of the Allergan manufacturing agreement that should be announced in the news "shortly".

    You are suggesting that he is lying. If so, his comment is not protected as a forward looking statement but rather a declaration of a material event that has occurred and has been released to the public as a clear, unambiguous public statement of fact.

    If this was an intentional misleading statement of a fact, Merrimack is liable. A forward looking statement is not a public declaration that an event has occurred. There should otherwise be proof that supports otherwise, chronologically.

    Sentiment: Strong Buy

  • CEO Mulroy's quote " very shortly" meant go short MACK

    He is a code talker. We just have to learn his language.

    Sentiment: Strong Buy

  • scistats scistats Jun 24, 2016 7:19 PM Flag

    Hard to believe that you sold on this historic low Brexit day unless your objective was to lose money, or maybe you did not catch the news this morning? Wow!

    Sentiment: Strong Buy

  • Engaged, long-term Merrimack stockholders want to know more about the Allergan manufacturing agreement.

    Sentiment: Strong Buy

  • On May 19th, 2016, CEO Mulroy said:

    "that program is actually coming back in the news in that we finished the first clinical study on that and we are actually getting ready very shortly here to file the first approval application in the United State for the first program out of that. What we are happy about is that is going to create another revenue source for us that is going to support our work and actually continue to grow our revenue over time. That partnership will come back in the news here very shortly, and we are really pleased on that progress on that program."

    The detail of the Allergan collaborative manufacturing agreement posted on the Merrimack website are:

    "Allergan - In November 2013, we entered into an agreement with Actavis (now Allergan) where Merrimack will utilize its proprietary nanoliposomal technology platform to develop and manufacture various pharmaceutical products for Actavis to commercialize around the world. We will produce bulk drug product at our Cambridge, MA nanoliposomal manufacturing facility."

    Sentiment: Strong Buy

  • Reply to

    I bet Bob is happy.

    by sixmilliondollarbios Jun 24, 2016 12:12 PM
    scistats scistats Jun 24, 2016 12:23 PM Flag

    Bob cannot change what he has said: "What we are happy about is that is going to create another revenue source for us that is going to support our work and actually continue to grow our revenue over time."

    Sentiment: Strong Buy

  • scistats scistats Jun 24, 2016 9:11 AM Flag

    Suck it up.

    Sentiment: Strong Buy

  • Reply to

    Anyone know how to get the IMS data?

    by spec_59 Jun 23, 2016 3:30 PM
    scistats scistats Jun 24, 2016 8:59 AM Flag

    Come on lads, be British!
    Stiff upper lip.

    Sentiment: Strong Buy

  • Reply to

    Anyone know how to get the IMS data?

    by spec_59 Jun 23, 2016 3:30 PM
    scistats scistats Jun 24, 2016 8:58 AM Flag

    Ah yes, the IMS data will be back in the news here VERY SHORTLY...and I am very pleased on that progress of that IMS data.

    "What we are happy about is that is going to create another revenue source for us that is going to support our work and actually continue to grow our revenue over time. That partnership will come back in the news here very shortly, and we are really pleased on that progress on that program."

    Sentiment: Strong Buy

  • scistats scistats Jun 23, 2016 1:26 PM Flag

    We have two lines of evidence:

    In the initial ARDS announcement: "In animal models, MultiStem cells have demonstrated an ability to reduce the severity of pulmonary distress, reduce alveolar edema and return lung endothelial permeablity to normal."

    In the stroke trial: "MultiStem treatment was associated with lower rates of mortality and life threatening adverse events (AEs), infections and pulmonary events."

    The application of Multistem to ARDS may have to be divided by ARDS cause:

    "The most common underlying causes of ARDS include:
    Sepsis. The most common cause of ARDS is sepsis, a serious and widespread infection of the bloodstream.

    Inhalation of harmful substances. Breathing high concentrations of smoke or chemical fumes can result in ARDS, as can inhaling (aspirating) vomit.

    Severe pneumonia. Severe cases of pneumonia usually affect all five lobes of the lungs."
    - Mayo Clinic

    Note: Trauma associated ARDS such as that caused by head, chest or other major injury. Accidents, such as falls or car crashes, can directly damage the lungs or the portion of the brain that controls breathing is excluded from this trial. So the primary indication is ARDS resulting from infection.

    Sentiment: Strong Buy

  • Let's face it, stroke is highly variable and will require a large trial, and then we have to wait for the one year follow-up to see all of those great benefits.

    Meanwhile, ARDS will already be across the finish line in Nome in this 1000 mile race. We now know Multistem aids in resolving pulmonary infection as seen in the stroke trail. So, ARDS is, by far, the best indication attempted to date.

    The problem is Athersys has set itself up for bad news with that stupid Acute Myocardial Infarction trial which is the wrong indication for Multistem. We are going to get a Mesoblast-style punch in the gut that will create a great buying opportunity for the ARDS results.

    Sentiment: Strong Buy

  • Reply to

    Athersys: Acute Respiratory Distress Syndrome Play

    by rahdbob3 May 10, 2016 8:25 AM
    scistats scistats Jun 23, 2016 8:38 AM Flag

    ARDS and sepsis would appear to be up next.

    Sentiment: Strong Buy

  • Reply to

    2 DeathBed ARDS Patients Cured with MSCs

    by wall_street_titan Apr 12, 2016 10:36 AM
    scistats scistats Jun 23, 2016 8:37 AM Flag

    Any new ARDS news?

    Sentiment: Strong Buy

  • scistats scistats Jun 21, 2016 1:17 PM Flag

    Two years is about 52 CEO pay periods my friend.
    Time flies when you look in the mailbox and see the big checks and bonuses laying there like a bi-weekly Christmas gift.

    Sentiment: Strong Buy

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