sure, let's put a spammer on the BOD. I would elect S9, or Sharon, Dio, not the spammers. Where did you get that name tnorman61?
Look at the filings today, Directors received nearly $150,000 worth of free stock just for being on the BOD. That's outrageous BOD compensation and serves to insulate the ARNA execs from the BOD. Why would they want to stop the gravy train. This is NOT shareholder friendly and a negative for shareholder value IMO!
no, it's a typo. If ARNA and VVUS are not making money (yet) targeting the entire obesity population, why do you think ZFGN can make money targeting the morbidly obese? Maybe their drug can replace the band surgery? I would wait to see the results of the Belviq + phen trial before investing. Even then, I would not want to be a LT ZFGN investor after seeing how ARNA trades. IMO, not advice.
First I need to see their market cap after the IPO, but I am not buying into an injection for weight loss unless it's a miracle drug and the injection lasts for months, etc. Bel + Phen should produce similar weight loss results in a pill form. Anyone following this?
IMO, I would not buy into an injection for weight loss when Belviq + Phen will provide similar results in a pill and is already on the market.
Congress is going after fake and unproven weight loss products and the snake oil salesman the sell them. That's a plus for Belviq IMO.
ECYT has an interesting diagnostic for Folate. They have cash. Maybe IMGN should consider acquiring them on the cheap if they are interested. They have a few good leaders that might help the team.
Not sure about SMDC's. I may be too simple, but I could not understand how they can get enough of the killing agent linked to the small molecule and how the small molecule can be selective to the target the way a MAb like Herceptin is.
Now that IMGN has new technology, I would not be surprised to see them scrap some of the internal products and focus on 289 and molecules based on the new technology. Maybe they can use the new tech to make a better TDM1 and improve all MAb's. It will take time, or an acquisition...I would like to hear John Lambert give an extensive and candid talk on the new technology and its capabilities. What can it do and not do, what is the potential, what are the challenges, etc.
thanks, I asked CA about this and he replied that an independent physician was studying Bel for weight gain in Zyprexa pts. The article mentions alcohol abuse, which may be a contributor. I would bet smoking is also common in this patient population.
The info below is from a recent Zack's report on the ALKS pipeline. Maybe Belviq will work in some of these indications. Keep in mind Pima (from ACAD) is being tested on Parkinson's Psychosis and other CNS related Psychoses and there are some similarities to Belviq.
Alkermes stated in its press release that more than 33% of schizophrenia patients also suffer from an alcohol use disorder. However, the population is often left out from clinical trials and is widely undertreated.
We note that this study is the second part of a phase II program on ALKS 3831. The first phase of the program has been underway since Jul 2013. The first phase is evaluating the attenuation of weight gain associated with Zyprexa in schizophrenia patients.
ALKS 3831 had performed encouragingly in phase I. Results from the study, unveiled in May 2013, showed that weight gain in patients who were administered ALKS 3831 for three weeks was significantly lower (an average of 2.5 kg) than in patients who took Zyprexa (an average of 3.4 kg).
The company stated in its press release that weight gain is a common side effect in atypical antipsychotic medications with Zyprexa being associated with the highest occurrence as well as magnitude of weight gain in this class of drugs.
1) DJ selling shares is not news 2) Please sell them all and as my father used to say, don't let the door hit you in the #$%$ on the way out! 3) Will IMGN get a new CEO, or a new owner, that's the question. 4) very strange PR yesterday, why did IMGN feel the need write a PR about a new IND for 2015 when 2014 is not half over? Seems like DJ is desperate to report progress.
I have a problem with the MNKD valuation, but don't pick on my ACAD, which is ARNA's twin brother. VVUS and OREX are heading toward zero.
they are doing a masterful job of buying to exit without making the price go up. When the large players cover, the stock may finally start to rise. This stock requires the patience of Job.
It's a little dangerous to make a PR out of no AE's because all it takes is one SAE...Anyway it's a good topic for cc's or public presentations. Stock price is really disappointing considering all the positive info. This stock is trying my patience. Thanks for the info and updates Sharon, longs owe you a big debt of gratitude unless the stock price tanks, then we will blame you.. :-)
this is a giant market that they need to go after.
Interesting, I have a Chantix ad on my right as I type. Is it my imagination, or has Chantix advertising increased significantly since Belviq announced trials for smoking cessation?