Good post, who cares about RFS? Its all about global supply and demand not rfs. The fact that the decision was blown off for all of 2014 to me proves how irrelevant rfs is. But the pumpers on this board unwisely pumped the rfs decision, and didnt work out to well for them as of today. Again just pay attn to global supply demand economics, not rfs.
" As far as I am concerned, 3422 is a shoo-in for parity with sovaldi on all counts, and the ongoing trial will bear it out ... and that's what counts. " lmfao, you are the one who claimed that the 3422 patent had issued. You are frickin clueless! Your opinion is obviously irrelevant!
Months ago they were quoted , during early ongoing trials, that there was no significant tox. Now more recently in public releases/forums, they have stopped saying that. Why?? Did a tox signal(s) show up? And now instead of management discussing 3422, they have Gane do it, and he says vague things, like warrants further trials w two other compounds that are already in trials. Mind you he didnt say warrants ongoing trials as monotherapy. Could it because as monotherapy the dose would be too high to avoid tox signal, but as one of three co therapies they could dose 3422 lower and try to avoid the tox signal? Read between the lines folks. Where is this great data?
Riddle me this. If the trial is not complete and they dont know the bulk of the data. Then why was the clinician able to say that 3422 warrants further trials w protease and 5a? They obviously know most of the results. But they are very mixed. Good luck!
Too funny! If 3422 was good enough, absolutely they would move forward w monotherapy. Do you really think anyone wants to manufacture a drug for co therapy that isnt needed. The prudent thing to do for achn if 3422 was stellar, is run multiple parallel trials- 3422 as monotherapy, and combo therapy. Go study what bms and others have been doing. Its exactly what theyve been doing. Will achn. Doubt it. Gilead moved sovaldi forward as monotherapy......
Last q? Yikes i hope this isnt just some pump n dump
Tons of ignorant retailers like you. You do realize institutional ownership dropped 48% last q. Go check yahoo. Yikes why do i have to do ur DD for you?
I didnt say fail, i said disappoints. Resounding success? Lmfao, pls give a link to support that. You dont have one. The most recent quote was not from management but from the doc running the trial. He said it warranted continuing trial WITH the protease and the 5a. Why didnt he say it warranted monotherapy the way sovaldi did? Hmmmmm......maybe because it is not as good as sovaldi. Now go read the bullish notes from bullish analysts that say its critical for 3422 to measure up to sovaldi......good luck
Go study when the protease trial was halted. The stock dropped from like 12 to 3 . What do you think will happen if 3422 trial disappoints.......?
One thing that is safe to say is that insider RA Capital knows more than any of these 45 people and they have sold more than 100 mill $ of achn since the summer.
That is officially over 10,000 rumours pumped on this board.........and still no 3422 results .......and still no buy out. .........we shall keep waiting..........and waiting..........and........
Lmfao, his rear end. They said a long time ago they would release in fall so now he is listing last day in fall. Humorous!