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Seattle Genetics, Inc. Message Board

azelfage 6 posts  |  Last Activity: 19 hours ago Member since: Nov 11, 2010
  • Reply to

    trvn vs cara

    by tblew Feb 9, 2016 12:24 PM
    azelfage azelfage 19 hours ago Flag

    Analyst target for CARA & TRVN market cap is more or less the same (~$800m).
    However current market cap of CARA is about half that of TRVN. Which tells me that a fund has been off-loading CARA and another fund has been up-loading TRVN. Take advantage as an investor because this type of price movement usually reverses after fund activity ceases.

  • Reply to

    trvn vs cara

    by tblew Feb 9, 2016 12:24 PM
    azelfage azelfage Feb 10, 2016 6:15 AM Flag

    A most sinister post....
    CARA's CR845 reduced opioid use by 50% in PII acute pain trials; the difference was not statistically significant in the bunionectomy trial because of small sample size (n=50), but very much significant in the larger hysterectomy trial (n=200). And in the chronic pain trial, 60% of patients in the 5mg cohort did not need any rescue medication. Chronic NSAID use is very bad for the body.These are fantastic results.
    TRVN's drug has all the adverse effects of a typical opioid; at higher doses it seems more potent than morphine with worse SEs, and at lower doses it seems to have same potency as morphine with slightly better SE profile. The difference to morphine may prove to be non significant in PIII studies.

  • Reply to

    performance relative to TRVN

    by azelfage Feb 8, 2016 4:21 PM
    azelfage azelfage Feb 9, 2016 2:32 AM Flag

    precisely; no company specific news, no recession, no blood on the streets, yet our co is down 70%... TRVN is down 30% YTD, CARA 60%.... TRVN fell down to $7 and then someone drew a line under it and no more.... CARA does not seem to have a bottom....how can they watch this happen... the little I can add down here is nothing compared to what I have already in there..... it makes me feel stupid, it makes me feel sick....and i am asking the directors; why allow execs to cash out before the company starts generating $ for the shareholders..... this is not capitalism, this is rot....

  • CARA performance compared to TRVN is making me feel sick.
    Only the management to blame, who else?
    How come TRVN got fast track status and CARA hasn't?
    Why is CARA keeping a VP of Development on board who is selling her shares like no tomorrow?
    The co lost 70% value from peak with no bad news and nobody does a thing!!!
    The board must be full of softies :(

  • Reply to

    anybody care to comment about this sharp sell off

    by tjnichols Jan 11, 2016 10:05 AM
    azelfage azelfage Jan 11, 2016 10:39 AM Flag

    it is in line with development stage biotechs.
    check out CLDX for example.

  • azelfage azelfage Dec 11, 2015 11:04 AM Flag

    tblew, how are you liking the P2 results on chronic pain so far?

SGEN
27.04+0.17(+0.63%)Feb 11 4:00 PMEST