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Zalicus AŞ Message Board

scistats 236 posts  |  Last Activity: Jul 5, 2016 10:03 AM Member since: Apr 5, 2009
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  • Reply to

    How many MM #s are enough?

    by mpb611 May 16, 2016 1:30 PM
    scistats scistats May 16, 2016 8:17 PM Flag

    Of course, we know the burn is entirely unsustainable.
    MACK will have to sell out, no doubt about it.
    The question is when, who, and how much?

    Sentiment: Strong Buy

  • Reply to

    How many MM #s are enough?

    by mpb611 May 16, 2016 1:30 PM
    scistats scistats May 16, 2016 7:33 PM Flag

    MM-398
    MM-302
    MM-310
    Are all basically on the same chassis.
    Besides this, there are 4 others.
    Not too excessive.

    Sentiment: Strong Buy

  • scistats scistats May 16, 2016 11:36 AM Flag

    Merrimack is in the cross-hairs of a high speed trading algorithm designed to punish Mulroy for being recalcitrant and not capitulating to something. The naked short of this stock following Onivyde's approval was punishment. I suspect more punishment will be dished out following receipt of the upcoming milestone payment from Shire if Onivyde is approved in the EU. Perhaps they will take MACK down a couple of PPS or more on receipt of the double digit millions?

    Mulroy may be CEO, but for now he is helpless against market forces and must either sign an extremely lucrative partnership with a massive upfront payment and generous conditions going forward or more likely recognize MACK's unsustainable cash burn and sell out.

    He must have rejected a decent offer before Onivyde's approval that went against someone's wishes. MACK us certainly on a short leash with a choke collar.

    Sentiment: Strong Buy

  • scistats scistats May 16, 2016 10:22 AM Flag

    Yea, well its a little hard to "partner" when everyone thinks Aduro partnering with Big Pharma Janssen are just about to scoop you isn't it? It turns out sticking to the fundamental is the right way to go after all. Maybe now he can actually get a decent deal?

    Sentiment: Strong Buy

  • While everyone else ignored the fundamentals, he was not distracted by the flavor of the month.
    Kudos CEO Mulroy!
    EqWRaAF6_WY

    Sentiment: Strong Buy

  • CEO Mulroy has proven that Onivyde (MM-398) pumps oxygen into hypoix pancreatic cancer tumors which is needed for checkpoint inhibitors and Modified Polio Virus to work.

    Will he take it one step farther? Will MM-161 & MM-436 carry a nitric oxide donor drug to cause vasodilation in the tumor blood vessels to further open the the door on the hypoxic environment to allow oxygen and checkpoint inhibitors and Modified Polio Virus into the tumor fortress?

    Stay tuned!

    Maybe Aduro needs to re-test their modified listeria after CEO Mulroy opens the gates to the hypoxic tumor fortress? Maybe Roche needs to evaluate their immune checkpoint inhibitor with Onivyde and MM-141? Maybe Duke needs to test their Modified Polio Virus with Onivyde and MM-161 or MM-436????

    Sentiment: Strong Buy

  • Using the following tools, most cancers will be cured.

    1. Modified Polio Virus and Checkpoint Inhibitors will be administered to elicit a massive T-cell response

    2. Cancer cells will adapt to develop resistance to Modified Polio Virus and Checkpoint Inhibitors but Antibodies targeting resistance pathways will stymie this process

    3. Chemo will then be given to quench the immune storm after the tumor(s) lose integrity. This chemo will also kill resistant cancer cells by being given in combination with antibodies targeting chemo resistance pathways.

    For pancreatic cancer and other hypoxic tumors, Onivyde will be given before the Modified Polio Virus and Checkpoint Inhibitors. Onivyde will be required to open the tumor "fortress" and allow oxygen and the therapies to enter.

    Merrimack will play a key role.

    Sentiment: Strong Buy

  • Reply to

    Aduro missed endpoint

    by biofellowtraveler May 16, 2016 8:52 AM
    scistats scistats May 16, 2016 9:39 AM Flag

    Merrimack's targeted, personalized antibodies are the final piece of the cancer Death Star.
    1. Administer viral/checkpoint inhibitors.
    2. Administer antibodies with targets associated with resistance to chemo and viral/checkpoint inhibitors.
    3. After the tumor is degraded, quench the immune response with chemo that also kills cancer cells now vulnerable due to targeted antibodies.
    4. Cured.

    Sentiment: Strong Buy

  • Reply to

    Aduro missed endpoint

    by biofellowtraveler May 16, 2016 8:52 AM
    scistats scistats May 16, 2016 9:35 AM Flag

    To quench as well as kill resistant cancer cells.
    The bottom line is, as CEO Mulroy has stated, chemotherapy IS NOT going away.
    It is needed to:
    1. Quench the immune response caused by either viral and/or checkpoint inhibitor therapy
    2. Kill cancer cells resistant to viral and checkpoint inhibitor therapy.

    Chemotherapy IS NOT going away.

    Sentiment: Strong Buy

  • Reply to

    Aduro missed endpoint

    by biofellowtraveler May 16, 2016 8:52 AM
    scistats scistats May 16, 2016 9:27 AM Flag

    The modified polio virus will work, but Merrimack's entire business model for the future is adjunct therapy. You MUST quench the viral elicited immune response with chemotherapy or risk a lethal immune storm. In addition, antibody targets will need to be hit for the modified virus to work with acceptable rates and safety.

    Sentiment: Strong Buy

  • scistats scistats May 16, 2016 9:23 AM Flag

    2b

    Sentiment: Strong Buy

  • Duke's modified polio virus works extremely well with chemotherapy.
    Unfortunately the polio virus can trigger a lethal immune storm in some cases.

    It looks like they are going to have throttle back the virus dose and add chemo for synergy but also to regulate the immune response. Chemo will suppress the immune response to some degree.

    The cancer cells that survive will need targeted antibodies to reduce resistance to therapy.

    We are still looking at chemo and targeted antibodies being part of the equation whether using disarmed viruses, disarmed bacteria, or checkpoint inhibitors.

    Merrimack is well positioned in an essential niche that, with Leica, is also going to become a very custom fit solution.

    We now must see Merrimack combining with checkpoint inhibitors because the future standard of care will include disarmed viruses and bacteria, checkpoint inhibitors, chemo, and antibodies that block cancer cell resistance to chemo and the other therapies. Merrimack is in a sweet spot.

    Sentiment: Strong Buy

  • Reply to

    meeting on the 19th

    by bigt198ou May 14, 2016 4:44 PM
    scistats scistats May 15, 2016 11:04 AM Flag

    Merrimack Pharmaceuticals - Analyst Day - May 19th, 2016:

    Here is my best guess about what goes down:

    CEO Mulroy will talk about Onivyde opening the door on the hypoxic environment to allow oxygen and checkpoint inhibitors into the pancreatic tumor fortress.

    He will then talk about antibody-guided, next-generation Onivyde, including MM-302 (HER2 targeting) and MM-310 and their combinations with checkpoint inhibitors.

    He will describe a new Roche partnership of MM-141 combined with their checkpoint inhibitor and chemotherapy, hinted at previously in poster presentations.

    He will wax poetic about the progress being made on the personalized medicine diagnostic front with Leica. This discussion will be nested in the context of an emerging business directed at Merrimack candidates but expanding to all targets across cancers as a service unit.

    He will unveil candidates MM-161 & MM-436 as carrying nitric oxide donor drug to cause vasodilation in the tumor blood vessels to further open the the door on the hypoxic environment to allow oxygen and checkpoint inhibitors into the tumor fortress.

    He will mention that MM-121 has been partnered with a checkpoint inhibitor + chemo.

    He will talk about imaging with an iron oxide nanoparticles to identify hypoxic breast cancer tumors for which Onivyde and other nanoliposomes will work best.

    He will announce that PROVYDE™ Access Services will go Nation-wide to offer comprehensive services to help patients access all pharmaceuticals as part of the new Obamacare.

    He will admit that Silvercreek is simply Merrimack's west coast party crib, and too much blow and mushrooms resulted in their website being hacked. Silvercreek will be declared a failure, but they plan to apply the magic systems biology approach to multiple additional disease areas outside the oncology field. They will announce a new orthopedics division to open in the Bahamas.

    Sentiment: Strong Buy

  • Reply to

    Why Apple plunked $1 billion into Merrimack

    by scistats May 13, 2016 10:22 PM
    scistats scistats May 14, 2016 9:00 AM Flag

    Rough political, policy, and industry seas ahead Spec_59.

    Mighty Apple, once driving the Nation's GDP, is now hustling sand bags to the levee. The drug price regulating 'devil' Wall Street prefers is the best alternative to either drug price regulation and 45% to 50% taxation or drug price regulation and Benito Mussolini.

    The hedge fund industry now manages a staggering $3 trillion worth of assets. Some funds, such as Citadel and BlackRock, have grown so large the Feds could designate them “systemically important,” which means they could cause considerable damage throughout the financial system were they to fail.

    Sentiment: Strong Buy

  • Mulroy says the tax rate he pays is 'none of your business'

    Sentiment: Strong Buy

  • Onivyde opens the door to pancreatic cancer tumors by penetrating, delivering chemotherapy, and causing an increase in aerobic respiration required for adaptive immunity. However, the very same chemo combination inhibits adaptive immunity.

    Because of this, patients must first be given a cycle of Onivyde which must clear before administration of previous harvested and primed autologous T cells. This would be similar to Provenge but primed using pancreatic tumor antigen.

    Along with the T cells, checkpoint inhibitors could be given. It will take this sophisticated approach to get the end results we are looking for.

    Sentiment: Strong Buy

  • Reply to

    Good news for Mack and MM-111

    by nitabosco May 10, 2016 10:47 PM
    scistats scistats May 11, 2016 6:45 AM Flag

    So you are thinking about this combination: MM-111 + lapatinib + Herceptin® (trastuzumab) + paclitaxel?

    Sentiment: Strong Buy

  • Reply to

    Good news for Mack and MM-111

    by nitabosco May 10, 2016 10:47 PM
    scistats scistats May 11, 2016 6:41 AM Flag

    "Trastuzumab [Herceptin®] alone did not overcome the HRG-induced paclitaxel resistance, but its combination with MM-111 showed significantly greater activity than either drug alone. Taken together, our data suggest that combination of MM-111, trastuzumab [Herceptin®] and paclitaxel is worthy of investigation as a potential therapeutic strategy for the treatment of HER2-positive gastric cancer." -Cancer Res 2013;73(8 Suppl):Abstract nr 4633

    "Lapatinib (INN), used in the form of lapatinib ditosylate, (USAN) (Tykerb/Tyverb, GSK) is an orally active drug for breast cancer and other solid tumours.[1] It is a dual tyrosine kinase inhibitor which interrupts the HER2/neu and epidermal growth factor receptor (EGFR) pathways.[2] It is used in combination therapy for HER2-positive breast cancer. It is used for the treatment of patients with advanced or metastatic breast cancer whose tumors overexpress HER2 (ErbB2).[3]"

    Sentiment: Strong Buy

  • Reply to

    Good news for Mack and MM-111

    by nitabosco May 10, 2016 10:47 PM
    scistats scistats May 11, 2016 6:11 AM Flag

    "MM-111 is a bispecific antibody targeting human epidermal growth factor 2 (HER2) and HER3"
    "Herceptin® (trastuzumab), a targeted therapy for HER2"

    Sentiment: Strong Buy

  • scistats scistats May 10, 2016 7:34 PM Flag

    In the hypoxic environment clonal expansion does not occur well.

    "the hypoxic environment promotes the recruitment, activation, and survival of innate immune cells while INHIBITING the ADAPTIVE immunity [from which clonal expansion occurs] through downregulation of effector lymphocyte functions." -J Mol Med (Berl). 2011 Jul;89(7):657-65

    Clonal expansion is: "The explosive increase in the number of lymphocytes, both B cells and T cells, from just a few to millions in the presence of an infection was discovered in the 1950s. The process, called clonal expansion, is what gives the ADAPTIVE immune system its extraordinary might and specificity."
    - Dr. Anthony L. Komaroff, MD , Internal Medicine

    Sentiment: Strong Buy

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