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Affymax, Inc. (AFFY) Message Board

beavertail_splash 533 posts  |  Last Activity: 8 hours ago Member since: Apr 13, 2007
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  • Reply to

    BAT = ?

    by liquideq Feb 16, 2015 5:14 PM
    beavertail_splash beavertail_splash Feb 16, 2015 5:19 PM Flag

    Bats are mammals of the order Chiroptera whose forelimbs form webbed wings, making them the only mammals naturally capable of true and sustained flight.

  • Reply to

    Today is going to be ugly

    by larrythelumberjack Feb 13, 2015 9:10 AM
    beavertail_splash beavertail_splash Feb 15, 2015 11:32 AM Flag

    FUKEW That's why anyone here is still holding GERN at these levels waiting for a potential 3-5 banger on BAT news, maybe more given a proverbial Joanie short squeeze. However the longer this drags on without this anticipated news, the greater the likelihood of a BAD news headline "Janssen has just announced it's termination of it's partnership with GERON Corp." SP would take another 50% hit and valuation would reflect cash at hand just like it did on the anniversary of last years 60% FDA hold hit on March 11. A buyout for GERON's proprietary patents would ensue several months later & who knows maybe even by Jansen. Seen it before in other pharmas who turn around and profit off the very drugs they shelved years later. The INCY lobby would have a few more years left of profiting off their placebo treatments and JNJ could fully develop GERON's entire telomerase pipeline. What protection does GERON hold against any hostile move like this. If past performance is any indicator this doomsday scenario could be a remote possibility.
    All the hype around Dr. Tefferi, the Mayo and testimonials has mysteriously taken a back seat lately and Scarlett doesn't appear to be stressing much more than legal disclosures prior to any presentation.

  • beavertail_splash beavertail_splash Feb 14, 2015 1:15 PM Flag

    'JNJ does want BAT or FT approval, at this time. I can't see any good reason for that.' ???
    On the contrary, I think that's probably what's behind the delay. Jansen will push this through. IMET has had the longest phase II ever on record. There has been ample data collected and assessed to make such an application. Safety is no longer a concern. Scarlet has never spoke with much confidence about taking such direction in past CC's even though it made perfect sense. It was something he may have been in discussion with prior to the partnership announcement. Maybe because GERON in house wasn't up to snuff. They subbed all their other testing out so such an undertaking may have been beyond their expertise. And then there was the INCY lobby.

  • beavertail_splash beavertail_splash Feb 14, 2015 10:02 AM Flag

    Happy VD Stan.
    I know deep down you really care, otherwise why all the obsession?
    Some people are just too scared of their true feelings.

  • Reply to

    Today is going to be ugly

    by larrythelumberjack Feb 13, 2015 9:10 AM
    beavertail_splash beavertail_splash Feb 14, 2015 5:36 AM Flag

    Joel, unlike GERN's monotherapy IMET, they have a combo drug Pracinostat that has promising upbeat data and similar results wrt CR & PR in AML & MDS, but their combo trials with Jakafi for MF kinda killed it for me. Why bother teaming up with a drug that does nothing but provide symptomatic relief to the cancer if your providing a disease modifying component that will provide both symptomatic and disease modifying relief?
    IMET seems to have the direct monotherapy route lead here albeit much slower in timelines.
    Not a scientist but it would be interesting to compare Imetelstat with Pracinstat. Wonder if anyone cares to elaborate. Has INCY become the gate keeper in this space and no one can pass go unless you tango combo therapies with Jakafi?

  • Reply to

    Today is going to be ugly

    by larrythelumberjack Feb 13, 2015 9:10 AM
    beavertail_splash beavertail_splash Feb 14, 2015 5:08 AM Flag

    Never again below $2.90. Last week it wasn't it a $3 bottom? Prior to that it was $3.20. Without news on a bad market day this could easily clear stops down to $2.40

  • beavertail_splash beavertail_splash Feb 14, 2015 4:53 AM Flag

    Unlike you Stan, I've never pimped for anyone. Say Stan, what sage truisms have you ever brought to this board? Me, I like to question everything surrounding my investment so as to obtain as much knowledge as possible, good or bad. Unlike some Stan that spend their time trashing any inquisitive motive unless it's blatant unabridged pumping, I'm open to any reasonable discussion or concerns surrounding this company. Too much is left to the unknown here.
    Glad you are so happy with your plan Stan this past year. I bought in following dilution and prior to the FDA hold. One year wasted. Them's the hard cold facts Jack. Not to be coy Roy still holding the key majority of my position, but not a happy camper.
    Disclosure; I haven't owned any SIGA for over 4 years now.
    Best to avoid that kinda scam Stan and make a new plan.
    Just slip out the back, Jack
    Make a new plan, Stan
    You don't need to be coy, Roy
    Just get yourself free
    Hop on the bus, Gus
    You don't need to discuss much
    Just drop off the key, Lee
    And get yourself free

  • Reply to

    New 13G Sec Filing

    by rokky44 Feb 13, 2015 1:07 PM
    beavertail_splash beavertail_splash Feb 13, 2015 2:42 PM Flag

    any share deal would be deemed as material information, subject to disclosure.

  • beavertail_splash beavertail_splash Feb 13, 2015 2:28 PM Flag

    hey Stan Gene was up 40% today.

  • Reply to

    MEIP $12.00 target by WF

    by charlie_hebdo_1 Feb 13, 2015 12:53 AM
    beavertail_splash beavertail_splash Feb 13, 2015 2:21 PM Flag

    They are a combo therapy, not a monotherapy like IMET....big difference. However their company seems actively pursuing results in a systematic manner worthy of notice. They also have 26% insider ownership....GERN's is less than 1% Their CEO is compensated less than1/4 that of Chippy.
    With a small float and a good pipeline I can see them easily getting a dble from here to Mar. I hope & wish & pray GERN's ship comes in

  • Reply to

    dead as a door nail

    by larrythelumberjack Feb 12, 2015 4:39 PM
    beavertail_splash beavertail_splash Feb 13, 2015 3:58 AM Flag

    ....was that 'sneaking' alpha's board? Great analysis regardless.

  • Reply to

    MEIP $12.00 target by WF

    by charlie_hebdo_1 Feb 13, 2015 12:53 AM
    beavertail_splash beavertail_splash Feb 13, 2015 3:04 AM Flag

    I must admit they had me until I read they were in a combo trial with JAKAFI.......
    " Final results exp ard YE17 for P2 trial in combo w/ JAKAFI for another blood cancer / bone marrow disorder (MF)"
    "MEIP
    Here are their catalysts...SP seems to be moving up in anticipation of top line data results next month.
    1.) Pracinostat (oral HDAC inhibitor anti-cancer agent)--P2 Trials
    Fully enrolled P2 trial in combo w/ VIDAZA for first-line treatment of blood cancer / bone marrow disorder (high-risk MDS) w/ topline data expected in MAR15 & full data exp in JUN15
    Full data expected in JUN15 for open-label P2 trial in combo w/ VIDAZA for first-line treatment of elderly pts w/ newly diagnosed blood cancer (AML)
    Plans to begin pivotal P3 AML trial in JUN15 using CR as primary endpt to support accelerated approval filing w/ overall survival (OS) as endpt for full approval
    Final results expected 2-3Q15 for P2 trial for refractory MDS after reaching response milestone in DEC14 to continue trial. Of the first 28 patients who received Pracinostat in combo w/ VIDAZA or DACOGEN after disease progression; three have now achieved clinical responses, one partial response (PR) and two marrow complete responses (mCR), exceeding the pre-specified clinical improvement rate for expansion of study enrollment.
    Final results exp ard YE17 for P2 trial in combo w/ JAKAFI for another blood cancer / bone marrow disorder (MF)
    2.) ME-344 (mitochondrial inhibitor IV anti-cancer agent)--P1B Trial
    Results expected mid-2015 (2-3Q15 estimate) for open-label P1B trial in combination w/ HYCAMTIN (topotecan) for treatment of small cell lung & ovarian cancers Less

  • Reply to

    MEIP $12.00 target by WF

    by charlie_hebdo_1 Feb 13, 2015 12:53 AM
    beavertail_splash beavertail_splash Feb 13, 2015 2:29 AM Flag

    MEIP's stats;
    Shares Outstanding: 21.61M
    Float: 28.21M
    % Held by Insiders: 26.23%
    % Held by Institutions: 71.70%
    Shares Short (as of Jan 30, 2015): 944.73K
    Short Ratio (as of Jan 30, 2015): 2.50
    Short % of Float (as of Jan 30, 2015): 7.00%
    $78mil cash

  • beavertail_splash beavertail_splash Feb 13, 2015 2:20 AM Flag

    should have happened last year but the FDA delayed it for a year....for no apparent reason.

  • Reply to

    MEIP $12.00 target by WF

    by charlie_hebdo_1 Feb 13, 2015 12:53 AM
    beavertail_splash beavertail_splash Feb 13, 2015 2:15 AM Flag

    MEIP looks like interesting competition. Their combo therapy is certainly moving along faster than GERN's mono therapy's development;
    "Of the first 28 patients who received Pracinostat in combination with azacitidine (marketed as Vidaza®) or decitabine (marketed as Dacogen®) after progressing while being treated with the same HMA alone, three have now achieved clinical responses, one partial response (PR) and two marrow complete responses (mCR), exceeding the pre-specified clinical improvement rate for expansion of study enrollment.
    "A year ago we set out to execute a comprehensive development program for Pracinostat in order to determine the most efficient registration path forward," said Daniel P. Gold, Ph.D., President and Chief Executive Officer of MEI Pharma. "The primary objective of this refractory MDS study was to determine if the addition of Pracinostat to a hypomethylating agent can result in clinical benefit following disease progression with a HMA alone. Observing clinical responses in this most difficult to treat patient population only reinforces our confidence in the activity of Pracinostat. Now we will complete enrollment in this study and continue to follow patients for response and survival. Meanwhile we eagerly await the unblinding of our randomized, placebo-controlled Phase II study in front line MDS in March 2015 as we prepare for the initiation of our Phase III study in front line AML in June 2015."
    The primary endpoint of the refractory MDS study is clinical improvement rate, defined as the proportion of patients with CR, mCR, PR and hematologic improvement. Secondary endpoints include overall response rate, duration of response, transfusion independence, progression-free survival and overall survival. The combination of Pracinostat and azacitidine or decitabine has been generally well-tolerated in the study, with no unexpected toxicities. The most common treatment-emergent adverse events include anemia, fatigue and gastrointestinal disorders

  • Reply to

    Comparatives of interest

    by beavertail_splash Feb 11, 2015 10:09 PM
    beavertail_splash beavertail_splash Feb 12, 2015 9:04 PM Flag

    IBB up 1%
    GERN up 2%
    INCY down .4%

  • Reply to

    dead as a door nail

    by larrythelumberjack Feb 12, 2015 4:39 PM
    beavertail_splash beavertail_splash Feb 12, 2015 7:30 PM Flag

    brilliant deduction Charlie Watson

  • Reply to

    Walk By Faith, Not By Sight Here

    by theapostle747 Feb 9, 2015 7:55 PM
    beavertail_splash beavertail_splash Feb 12, 2015 6:22 PM Flag

    I hallmarked that expression. Not everyone that uses it is a double D Sherlock. Glad I can elicit so much of your attention Joanie. I am only one beavertail. That's more than I ever want to be. Perhaps liquid wasn't at the head of his class during spelling Bees. He's made several spellin mistakes but like me maybe thinks it's all fun.

  • Reply to

    State Streeet 13G

    by tazamatic2002 Feb 12, 2015 11:42 AM
    beavertail_splash beavertail_splash Feb 12, 2015 12:01 PM Flag

    Between State Street today and Blackrock last week that's almost 20million shares being held between the two.

  • Reply to

    Zacks Analyst Unwilling to Commit

    by fauxkew Feb 12, 2015 10:15 AM
    beavertail_splash beavertail_splash Feb 12, 2015 11:48 AM Flag

    shipping costs are what inflates the cost, but a crate load isn't more than $300 or $400. These r digger cones we're talking? Now give me your phone number.

AFFY
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