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Affymax, Inc. (AFFY) Message Board

beavertail_splash 334 posts  |  Last Activity: 10 hours ago Member since: Apr 13, 2007
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  • beavertail_splash by beavertail_splash Aug 9, 2014 7:25 AM Flag

    "Facts do not change with time. My views on ruxolitinib and other JAK inhibitors are based on facts from clinical trials and personal experience in using these drugs and they are comprehensively outlined in my recent reports in NEJM, Blood and the Mayo Clinic Proceedings Nothing has changed since other than the expected relentless effort by the drug companies and their sponsor-friendly colleagues to undermine important patient safety concerns and the therapeutic limitations of ruxolitinib. I, for one, have no interest in being a pharmaceutical sales scout and would rather spend my time and energy to seek new and better drugs for my patients. I am old enough to have seen a similar scenario in the past with the use of anagrelide in ET and PV.”

  • Every trial protocol is reviewed by FDA bfr. trials are ever approved. LFT reversibility follow up when the company was hit with this request twds the end of the P, ET proof in concept protocol reflects bad on the FDA's lack of consistency. None of GERON's previous trials(2 years of breast cancer trials) were ever halted for LFT concerns and yet this one, after showing CR's & PR's in the MAYO trial, a first in MF oncology treatment IMET was slapped with a full clinical hold.
    To me this all points to the work of the INCY lobbyists effectively at work on the FDA. Why hasn't Jakafi ever been halted for all it's serious toxicity issues? And yet the INCY "comfort drug" moves on gaining more indications based on weak comfort criteria.

  • beavertail_splash by beavertail_splash Aug 24, 2014 2:03 PM Flag

    Roche agreed on Sunday to buy InterMune, sells a drug to treat a deadly lung disease, for $8.3 billion. Their only drug pirfenidone treats idiopathic pulmonary fibrosis, a fatal scarring of the lungs.
    This could be GERN down the road. IMETELSTAT has shown to reverse scaring of bone marrow.

  • beavertail_splash beavertail_splash Jun 19, 2014 2:29 PM Flag

    the MAYO MF trials were with 3rd & 4th stage patients that had no other options. Without seeing all the data Ièm thinking the FDA`s reversal was taking into account the severity of the prognosis weighing it with mild LF elevations that have appeared to be reversible. PV & ET wasn`t in the same category but you`re right in that JAKAFI with many severe side effects is still expanding it`s indication applications to the FDA reaping $billions on a slight reduction in spleen size attribution but has yet to show CR or reversal of the cancer.

  • Reply to

    Performance Rating

    by blackmarango Aug 1, 2014 10:35 PM
    beavertail_splash beavertail_splash Aug 2, 2014 12:20 AM Flag

    CEO compensation should be tied more to shares than salary. Having such a disconnect as we have seen here doesn't favor shareholder interests very well.

  • Reply to

    Seeking Attention

    by fishcutter Jun 30, 2014 12:47 PM
    beavertail_splash beavertail_splash Jun 30, 2014 12:55 PM Flag

    INCYE wouldn't require combo therapy if they had a drug that could offer clinical remissions like IMET, soon to become complete remissions without toxic side effects like their lead candidate RUX presently does. With a $20 decline in INCY's SP the current value of GERN should be $20. After phase II or fast tracked BAT designation it will be much higher.

  • Reply to

    John's Phase I IST Mayo Cohort

    by irishtrader52 Aug 5, 2014 9:45 AM
    beavertail_splash beavertail_splash Aug 6, 2014 6:52 AM Flag

    Irish please repost this from time to time. It becomes hidden amongst all the drivel. With Yahoo's lousy new format good informative posts get buried too quickly.

  • beavertail_splash beavertail_splash Jul 27, 2014 9:54 AM Flag

    ....what possible catalysts prior to Nov.? The hedge fund shorts are all over this "quiet time" period lapse. Nov is not soon enough.
    A) partnership?
    B) FDA release on hold?
    C) MAYO expanding it's study on IMET?

  • Reply to

    How the CC satisfied investors

    by spwangsu Aug 11, 2014 9:17 PM
    beavertail_splash beavertail_splash Aug 12, 2014 12:24 AM Flag

    Change management? Why? Chippy didn't accept a low ball offer.
    This has more to do with the INCY lobby than anything Chippy did or did not do. The ET & MM data from GERON's proof in concept IND study was the basis of the FDA's hold. All required data had been previously submitted by the company as advised by the liver experts they consulted & the FDA which gave initial approval to run the trial and required data. (Hy's Law). The FDA's timing; waiting till nearly after the study was completed to implement this clinical hold, allowing a full year to elapse prior to informing the company of the LFT follow up data needed. This timed with the stellar MAYO MF results raises question if the FDA acted independently or was influenced. The company was surprised by the FDA's hold & request with GERN's IND as it followed the unwinding of these studies.
    According to the CC any updated MF trial data will have to wait till ASH which is under ASH abstract submission embargo. Dec update expected with a hold lift possible bfr.
    MF's MDS & Blast phase data was not submitted by Teferri for ASH as time constraint on submissions to FDA partial lift was addressed and these updates were not available as a result. He will present this at another forum, possibly sooner than ASH.

  • beavertail_splash beavertail_splash Aug 5, 2014 10:24 PM Flag

    Gerny has finally set its sails. Now get those naked shorts to cover up or toss them overboard. Chippy's at the helm, Teferri has set the sails, the sun is over the yardarm...INCY's walking the plank...time to toast the ride. Let's break some waves!

  • Reply to

    Very Fine New SA Article

    by end2war Sep 2, 2014 4:10 AM
    beavertail_splash beavertail_splash Sep 2, 2014 8:11 AM Flag

    20 the sound of that.

  • Reply to

    Why Would The FDA Keep The Hold If

    by mruyog Sep 12, 2014 1:12 PM
    beavertail_splash beavertail_splash Sep 12, 2014 2:24 PM Flag

    haven't you heard of drug company lobbyists that sit on the review committees of the FDA panels that exert pressure on the FDA's decisions? INCY being the big FDA approved drug in this space exerts a lot of its weight around the FDA. That is why it may be important for GERN to team up with a larger pharma that can help counter this imbalance.

  • beavertail_splash beavertail_splash 22 hours ago Flag

    The FDA is obviously complicit with the INCY lobby in delaying GERN's progress on MF trials. As per MAYO CLINIC; "The study results are promising. Some patients
    participating in the clinical trial taking imetelstat obtained
    dramatic responses, and we have seen some complete
    responses (tantamount to a cure), which is almost
    unheard of in this disease."
    Irish husbands remission count has been 18 months now and has shown bone marrow healing of scar tissue in his "cured" response. How can they possibly delay this and for what? Jakafi, a toxic oncology 'placebo' has been a failure. JMHeart felt Observatons

  • Reply to

    time to take profit ?

    by tackenguyen1983 Jun 24, 2014 7:06 PM
    beavertail_splash beavertail_splash Jun 25, 2014 8:49 AM Flag

    ...what big gain? It's merely heading back to where it was bfr the FDA retardedly placed the drug on a full clinical hold.

  • beavertail_splash beavertail_splash Aug 8, 2014 9:41 AM Flag

    drug specific genetic oncology is the big medical push today. IMET is one such drug that has met this criteria in that it is gene specific and can sustain complete remissions in MF and AML patients.

  • Reply to

    Phase II

    by blackmarango Aug 5, 2014 3:11 PM
    beavertail_splash beavertail_splash Aug 6, 2014 6:17 AM Flag

    Once the MC IND is transferred to GERN in Sept. all data becomes property of GERN and the company will be free to disclose any relevant data to shareholders. All data requested by the FDA for MC IND phase 1 has been submitted, reviewed and accepted.....hence their hold release. This allows the company to proceed under the MC's IND to phase II as Irish has pointed out.
    ASH will be another big boost but by then we should have materialized into a much higher SP.
    The MM ;=3) has obviously no sense of urgency to cover his short position and is taking his sweet old time. With lower volume his job will be much harder going fwd. Who knows maybe Chippy will surprise us all with something he'll pull out of his acorn lard next week, god knows he's had enough time to gather plenty of nuts.
    Shouldn't you be on a cruise?

  • Reply to

    TIME FRAME For Dramatic Move UP ?

    by stubonedoc Sep 14, 2014 10:55 PM
    beavertail_splash beavertail_splash Sep 15, 2014 3:01 AM Flag

    Stubs....take a look at last year's price movement just bfr the $7.36 run up to ASH. Last year GERN closed @ $ 1.79 on Sept 11/13. This year @ $2.46. There is much more longer term trial data now supporting continuing CR's & PR's in MF and possible other major indications for the drug in AML, MDS & in other drug combos. What's not to like? GERN could easily see a 3 bagger with the hold lifted. More with other indications data. The FDA's bladder is full and they have to release their hold soon or things will start leaking.

  • Reply to

    Suggested Trading Strategy for GERN

    by akadvisor2020 Jun 25, 2014 5:19 PM
    beavertail_splash beavertail_splash Jun 25, 2014 6:17 PM Flag

    I almost choked in laughter whilst swimming and reading this on my water proof Ipad. INCY has a $10Bil market cap for a make belief relief drug Jakafi. GERN has the drug for remissions. I hardly think $4-$7 would even come close to IMET`s potential. I`ve seen scenarios where SP could rise to $40 on such speculative potential.

  • Reply to

    SIde note to Irish's comment about MPN Forum

    by ptennisany1 Jul 14, 2014 1:38 PM
    beavertail_splash beavertail_splash Jul 18, 2014 10:08 AM Flag

    As to finger pointing, given the market seems to be in a recovering mode this morning (all my biotechs are up cept fur GERN :( Yellen's loud comments on Tuesday may have been the excuse used to tear down GERN's SP by 20%, it seems more likely that the Jakafi lobby is behind all this SP manipulation. They could easily be working with some market funds and are obviously paying shills in the MPN's forum to edit out any relevant info on IMET. Who knows who they may have paid off within the FDA. The MAYO can only go so far with their partial clinical hold being lifted.

  • Reply to

    Good Job Yellen, way to take in the back door

    by fiddy_sense Jul 17, 2014 1:47 PM
    beavertail_splash beavertail_splash Jul 17, 2014 1:54 PM Flag

    Hedge funds made a killing again.
    Wonder where are all the ambulance chasers are seeing how GERN is on the Gerney, AGAIN?
    They need to launch a class action against the FDA for this frivolous hold on IMET. Enough is enough.

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