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Genomic Health Inc. Message Board

afriendofthedevilsafriendofmine 16 posts  |  Last Activity: Oct 1, 2014 10:57 AM Member since: Mar 28, 2006
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  • Reply to

    Final Tipping Point

    by rodious2003 Oct 1, 2014 10:22 AM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 1, 2014 10:57 AM Flag

    After dipping a toe in, I've been mostly waiting on the sidelines for a month now anticipating the data. This sort of action, in the days between when a few people might know some results and when the company expects to release those results, makes you wonder why the SEC can't simply look at a few days of trades in the most basic investigation. Should the trial results be dismal, I would expect a few letters asking for an investigation. Knowing how frequently these things happen, I wouldn't expect any prosecution.

    fotd

  • Reply to

    Any news of the actual HyQvia Launch in the US?

    by aniustudent Sep 29, 2014 11:23 AM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Sep 29, 2014 1:48 PM Flag

    yes, it is launched.

    I have tried and failed to post the link here a number of times. hyqvia has it's own website. go there to see the announcement.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Sep 22, 2014 2:17 AM Flag

    And since Infante is an author of the paper I'd guess the subject was from Tennessee.
    Nice find, fezz.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Sep 17, 2014 10:32 PM Flag

    Nice. Eileen O'Reilly with pancreas cancer is top shelf. Very early and tiny neoadjuvant study but still nice to see PEGPH20 in another trial.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Sep 16, 2014 3:26 PM Flag

    moreover, the counterfeit drugs are the Roche IV forms. This has nothing to do with HALO.

    If you aren't already reading the Investor'sHub message board, check it out. Very good information shared respectfully. The ani... poster lasted about four posts there before his head was handed to him. although there isn't much activity when nothing is happening - speculation is at a minimum - the posters at IHub have a very good understanding of this company and no tolerance for BS

    fotd

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Sep 16, 2014 3:03 PM Flag

    umm - first of all - you are relatively new here and your obsession with fezz has caused a lot of good posters to stop posting here. You have enough intelligence to be useful but please try not to pick fights with every post.

    Regarding the Roche counterfeiting, FierceBiotech covered that and it doesn't involve the SC form and so doesn't involve HALO. Torres mistakenly thought it did.

    Counterfeiters in Europe are displaying a fondness for mimicking high-priced Roche cancer drugs. For the second time in 5 months, authorities there have uncovered fakes, and the two cases appear not to be connected.

    The Swiss drugmaker ($RHHBY) said in an email Monday that counterfeit vials of its top-selling blood cancer drug MabThera had been found in Germany. MabThera, sold as Rituxan in the U.S., is Roche's best-selling drug and the best-selling cancer drug in the world, with 2013 revenues of $7.78 billion.

    "Roche was alerted that counterfeit MabThera (rituximab) was detected in Germany by a German parallel importer," the company said. "Roche can confirm that all product associated with the batch in question was distributed by Roche to wholesalers in Romania. Once the product in question reached the wholesaler network, Roche has neither further control nor knowledge of the events that may have transpired." It said there was no evidence any patients had been harmed by the fakes.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Sep 16, 2014 2:33 PM Flag

    twitter from whom?

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Sep 14, 2014 10:00 PM Flag

    You are a smart man.

    I'm VERY long HALO but all this weekend excitement is likely to produce disappointment tomorrow.

    I'll be ridiculously happy if it closes above 11; very happy above 10.

    Don't be a day trader. Stick around for the (hoped for) steady climb coming this fall.

    fotd

  • afriendofthedevilsafriendofmine by afriendofthedevilsafriendofmine Sep 12, 2014 1:58 PM Flag

    Mention of Alcobra in FierceBiotech article today.

    fotd

  • Reply to

    Thoughts on the future of CYTK?

    by mccraigslist100 Sep 4, 2014 11:54 AM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Sep 4, 2014 12:43 PM Flag

    The Novartis drug won't affect OM. COSMIC is why I'm here. I will leave if CYTK spends any more money to develop Tirasemtiv.

  • Reply to

    HEY -- 'THE GANG IS BACK'

    by john.matt76 Sep 2, 2014 8:49 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Sep 3, 2014 10:57 AM Flag

    Hi golong, Kitty, John, et al,
    It is fun to see familiar ids.
    Still here waiting patiently. This is a winner. Very low risk though not sure it could ever double from here. Still hanging on to half of my DTRX also. I probably should have completely moved on from there at 18 but got a little greedy. Still liking HALO. Have exploratory positions in ADHD and CYTK.
    fotd

  • Reply to

    202

    by pikuspapa Aug 11, 2014 8:33 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Aug 11, 2014 9:52 PM Flag

    Yes... but, unlike many little biotech companies where all we can do is wait for the results of that one study, with HALO we get to watch the revenues ramp up due to the sales of other products that pave the way for expansion of a great platform technology.

    fotd

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Aug 11, 2014 9:45 PM Flag

    This one guessed NSCLC as the second target nearly a year ago.

    One good reason for this selection is that, sadly, those with stage 3 or 4 disease don't have long to live (compared to the other high H tumors). Like with stage 4 pancreas cancer, this target will give an answer in a relatively short period of time. And if HALO's animal models suggest a good response, all the better.

    Very good quarterly. The revenue from the sale of RH20 product to Roche and Baxter in the second quarter is encouraging. The delay in royalties reported from Roche is annoying. The royalty numbers suggest about 34 million dollars worth of Herceptin SC and HyQvia sold in the first quarter. (not sure if AR accrual accounting on Roche and Baxter's part might delay those numbers even more) At any rate, the curve should become asymptotic.

    fotd

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jul 28, 2014 12:40 PM Flag

    How are you, my friend.? I know you hold some winners too. Diversification is a good thing, eh?

    Sorry about today.

    fotd

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jul 21, 2014 12:32 AM Flag

    Hey Sudn,

    My boat is piled high as well.

    I think it is very likely the adcom recommendation is positive. What the stock price does in the short term is anyone's guess. On one hand, it might not move much because Baxter is a few years from having enough Ig product to expand the SC market. On the other hand, FDA approval would open the door for US expansion of the platform. Remember that Roche/Genetech hasn't even mentioned making Herceptin and Rituxin SC in the US. That will happen one of these days. Perhaps the Hyqvia crack will allow the door to open more soon.

    The most important news over the next year will come from Roche and the rate of rollout of MabThere and Herceptin SC. If it is brisk, expect more partnerships to be announced. Of course, you will never know when.

    Then keep your fingers crossed we have progress on the insulin and pegulated fronts. There is lots here to make this an excellent long term play. I'm still aiming for $40 in 4 years. I have no idea what twists and turns we will take on the way there.

    GLTU

    fotd

  • Reply to

    Way, way oversold

    by liebel53 Jul 17, 2014 12:59 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Jul 17, 2014 6:10 PM Flag

    I think you're right.

    time to accumulate.

    fotd

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