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afriendofthedevilsafriendofmine 35 posts  |  Last Activity: Jun 30, 2015 12:38 PM Member since: Mar 28, 2006
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  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jun 30, 2015 12:38 PM Flag

    You do it in partnership with a generic company. Only HALO demands 50% of revenue.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jun 30, 2015 12:36 PM Flag

    Now you're thinking. Even the threat of that should spur those whose whose molecules are coming off patent to partner with us. I mentioned that possibility with Remicade right before J&J became our partner. I'll take full credit for getting that deal with HALO over the hump ;-).

    But the real eye opener for me was the first deal for a new drug in development, whatever that sickle cell drug is called. When you factor in those, the possibilities are endless.

    fotd

  • Reply to

    HALO and Abbvie strike mega deal

    by skiesblue225 Jun 19, 2015 10:57 AM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jun 19, 2015 12:56 PM Flag

    please reference the "double digit royalties"

  • afriendofthedevilsafriendofmine by afriendofthedevilsafriendofmine Jun 18, 2015 3:54 PM Flag

    Less than two months ago ADXS priced a SPO at $19 per share. Many of those shares were hedged with options. Triple witching is tomorrow. This stock should resume its ascent soon after.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jun 12, 2015 5:00 PM Flag

    We don't need a royalty. We simply want the CAR-T company to pay for the trials if we supply the PEG.

  • Reply to

    Does anyone buy NVAX on margin?

    by borntoshop12000 Jun 8, 2015 7:16 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jun 9, 2015 6:16 PM Flag

    A better analogy.
    Someone offers to give you 10 million dollars to play one round of Russian roulette with one of six chambers loaded

  • Reply to

    Another good hire, but I did like Ramsay

    by hopefully_right Jun 5, 2015 9:29 AM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jun 5, 2015 10:49 AM Flag

    Excellent credentials.
    HALO doesn't get her unless the inside view is clear.
    Executive suite will be converting one of the men's restrooms...
    Are there any guys left?

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jun 1, 2015 3:55 PM Flag

    ADXS looks great.
    Stay diversified...

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 27, 2015 11:03 AM Flag

    Session Type: Oral Abstract Session
    Track(s): Gastrointestinal (Noncolorectal) Cancer
    Presentation(s):

    Abstract #4006

    10:00 AM - 10:12 AM

    High response rate and PFS with PEGPH20 added to nab-paclitaxel/gemcitabine in stage IV previously untreated pancreatic cancer patients with high-HA tumors: Interim results of a randomized phase II study.

    Sunil R. Hingorani, MD, PhD

    Fred Hutchinson Cancer Research Center"

  • Reply to

    how do we play this breakout?

    by davidshedivy May 26, 2015 12:37 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 27, 2015 1:17 AM Flag

    Was it JP Morgan who surveyed the oncologists to find they would use PAG if the OS is greater than 10?
    My guess, greater than 10.
    Thank you, Rod.

  • Reply to

    how do we play this breakout?

    by davidshedivy May 26, 2015 12:37 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 26, 2015 6:25 PM Flag

    You may be right. Before you take some off the table, consider opportunity cost if you timed it wrong.

    Even with the recent run-up, I think it is hugely undervalued. HALO is just now selling for the highs it reached in early 2014. It is a 2.2 billion dollar company with plenty of cash, revenues ramping to nearly 100 million this year on the more 'boring' business that still seems to have 100% annual earnings growth, and a separate developing 'blockbuster' cancer product that now has much less safety and efficacy risk and is likely only a couple of years from market.

    know when to hold 'em

  • Reply to

    how do we play this breakout?

    by davidshedivy May 26, 2015 12:37 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 26, 2015 3:50 PM Flag

    sudn,

    I'm not sure I was ever that colorful about any stock over the last thirty years and you've been with me on more than a few winners :-)

    I love HALO and agree that in three years time, when PEG is approved and it becomes obvious it can improve many chemo regimens, HALO will likely be worth multiples of what it is now. But I would be careful about playing any one event like ASCO. HALO's good news on OS may already be baked in and, especially if the overall markets are having a bad time, June could be the start of a poor summer. Could easily be the opposite if HALO's eye popping numbers get some new press. Anyway, I always look out longer term.

    fotd

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 21, 2015 9:51 PM Flag

    this same patient and story was discussed six months ago. It was shown not to be PEG. VGP in Scottsdale trials many different regimens. HIs success is wonderful but doesn't pertain to HALO and PEG.

    fotd

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 21, 2015 2:33 PM Flag

    Sudn

    I've got to thank you again for bringing this to my attention when it was under 10. This company has great prospects.

    fotd

  • Reply to

    ASCO Abstract Selection process

    by billbanks0402 May 19, 2015 2:11 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 19, 2015 2:55 PM Flag

    I doubt ADXS submitted anything that was rejected. The deadline for submission was early February. It is usually about timing with these meetings. It is likely that the Ph1 cervical data is the only data they had that fit the ASCO requirements. No big deal. From ASCO web page:

    For a study to be eligible for acceptance into an ASCO Meeting, information contained in the abstract, as well as additional data and information to be presented about the study at the ASCO Meeting, must not be disclosed before the findings have been publicly released in conjunction with the ASCO Meeting. If information from the abstract or additional study data are disclosed in advance of public release in conjunction with an ASCO Meeting, the abstract will be subject to rejection or removal unless an official Confidentiality Policy Exception applies (see below).

    Furthermore, the contents and conclusions of the abstract must not be presented at any scientific, medical or educational meeting of 500 registrants or more or be published in a scientific, medical or educational publication (in any medium), in whole or in part, before the ASCO Meeting. ASCO co-sponsored meetings represent an exception to this restriction on prior presentation and publication.... Authors are strongly encouraged to provide updated data in the abstract, as the novelty of the data will be taken into account during the abstract selection process.No new or updated data may be added to an abstract after it has been formally submitted unless it was formally submitted as a placeholder for a Late Breaking Data Submission abstract.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 14, 2015 12:38 PM Flag

    mainlylobster - you were with ID Biomedical in Canada? I loved that company. IR was always so helpful over the phone. Those were some good old days and your company got my biotech portfolio over the # figure hump. I participated in the YMB under friendofd and fought the shenanigans of alangreenspam and the oohze. Did you read the mb then? NIce to see you here.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 13, 2015 6:53 PM Flag

    I believe it is reasonable to expect the OS to come from a look later than Dec '14. If they had any kind of significance in Jan, I think they would've presented OS then. I think PFS is a pretty good surrogate for OS and would expect the same cohort to eventually show good OS numbers. Hope the number of unknown HA status subjects is lower.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 13, 2015 5:26 PM Flag

    Same data as presented in January.

  • Reply to

    ASCO Abstract Selection

    by dbutz1109 May 12, 2015 8:51 AM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 12, 2015 10:46 AM Flag

    The abstract titles, the session and whether it is oral or not has been known since April 20. You'd have to sort thru the on-line session guide. Here is at least one Advaxis poster:

    A few days ago I thought I ran across a cervical cancer poster, but I can't find that now and I'm wondering if it was from 2014. In exploring the meeting guide, I haven't found any oral presentations with Advaxis technology. (I have for HALO, another company I own, so they are known)

    Saturday, May 30 | 1:15 PM - 4:45 PM

    Head and Neck Cancer

    Session Type: Poster Session
    Track(s): Head and Neck Cancer
    Presentation(s):

    Abstract #TPS6088

    Window of opportunity trial of HPV E7 antigen-expressing Listeria-based therapeutic vaccination prior to robotic surgery for HPV-positive oropharyngeal cancer.

    Brett Miles, DDS MD

    Department of Otolaryngology, Mount Sinai Medical Center

  • Reply to

    Keytruda

    by telecominvest May 11, 2015 4:40 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine May 11, 2015 7:16 PM Flag

    I can't tell on this thread who anyone is responding to. I was hoping to help clear up some continuing confusion about the use of PEG. Some have continued to confuse it with the Enhanze product which is tested and sold with the large molecule it helps to deliver. OTOH, PEG is a stand alone drug that, like any other chemo drug, is used in combinations but prepared separately for separate infusion. So, your confusion is evident when you say, "HALO cannot simply reformulate a patented medication without explicit approval to do so." They are using the patented Abraxane without any kind of explicit permission.

    The implication behind this confusion that I have repeatedly tried to address is that somehow other pharma companies that manufacture the other chemo drugs in a regimen that includes PEG, necessarily have to be partners with HALO. They do not. If PEG helps Keytruda's efficacy, it might catch the attention of Merck who might then try to partner with HALO. Something like that might be happening with Celgene since Bizzari joined HALO's board.

    fotd

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