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OncoGenex Pharmaceuticals, Inc. Message Board

biotechinvest1077 7 posts  |  Last Activity: Apr 3, 2016 2:50 PM Member since: May 27, 2008
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  • Reply to

    Here's your example Mudbug021

    by pert.near Apr 3, 2016 9:35 AM
    biotechinvest1077 biotechinvest1077 Apr 3, 2016 2:50 PM Flag


    You said, "Not really. The P2s were pretty much done, S had already ACED them, by curing every patient. I think more interesting may be that there never really was a P3, as such."

    While the first part of your statement is true, the last part isn't. You probably got the last part about Sovaldi never really having a Phase 3 from Holdencf. A few months back he wrote,

    "(GILD) Pharmasset still collecting data in its P3 trial. They received marketing labeling approval after P2. For an unmet medical need with a statistically robust P2 data set don't need P3. ARWR currently enrolling and treating or have treated 350 patients. That number will increase as P2 progresses and is more than enough to secure an FDA labeling approval. Can start marketing with stated commitment to conduct post-marketing P3 as the drug rolls out...."

    But the fact is GILD's Sovaldi was only approved after four (4) Phase 3 trials. Holden often shoots from the hip. He is prone to making grand claims that are factually wrong.

  • biotechinvest1077 biotechinvest1077 Mar 7, 2016 8:00 PM Flag

    For me the key question relates to whether or not Arbutus's lead HBV compound effectively targets integrated DNA.

    This is the 64,000 dollar question as it directly impacts ARWR's current 2 year lead in the clinic.

    So the question is: "Does Arbustus's ARB-1467, their lead HBV compound currently in Phase 2 for HBV, effectively target iDNA?"

  • biotechinvest1077 by biotechinvest1077 Mar 1, 2016 12:43 PM Flag

    CYTK seems cheap w/ Omecantiv having legit blockbuster potential. What is Amgen waiting for?

    Sentiment: Strong Buy

  • Reply to

    The CC

    by dig_a_little_deeper_1 Feb 13, 2016 9:00 PM
    biotechinvest1077 biotechinvest1077 Feb 15, 2016 7:33 PM Flag


    In prior posts you have stated that the FDA wants to discourage early stage trials taking place in the US. Assuming I am restating you accurately, please tell me where the FDA has made such an assertion. I ask because I haven't been able to confirm same and it seems counter-intuitive to me.

  • Reply to

    ALN-HBV Delayed

    by investron Feb 12, 2016 4:04 PM
    biotechinvest1077 biotechinvest1077 Feb 13, 2016 7:38 PM Flag


    What was it about Steve's post that you are responding to?

    Do you think Steve was repeating ALNY's current HBV line because he is hopelessly naive, a shill for ALNY, or do you think perhaps he is simply trying to correct the widespread view on this message board that ALNY's HBV program is for all intents and purposes dead in the water?

    Personally, I think Steve is responding to the latter, but since I respect your opinion, perhaps I am overlooking something that resulted in your post.

  • Reply to

    30 Hospital Target

    by aeishh Feb 9, 2016 11:25 AM
    biotechinvest1077 biotechinvest1077 Feb 11, 2016 11:39 PM Flag

    Agreed. I'd be very surprised if the goal of hospital placements/sales was not met precisely for the reason you state.

  • Reply to

    Another one published today

    by rodsauve Feb 4, 2016 10:44 AM
    biotechinvest1077 biotechinvest1077 Feb 4, 2016 12:23 PM Flag


    You said, "They have not announced one single cancer drug candidate and I hope they stay the hell away from cancer until they have picked off some of the easier RNAi targets where it can be seen more clearly that knocking down a gene will have a clinical benefit. Viruses and genetic defects are just fine for now.Cancer is ten times more complex and difficult to handle, and it costs 10 times more money to work on than AAT or even cHBV. Beware the fight against cancer before ARWR has a $1 to $2 billion warchest."

    I agree with 100%. Great post. Maybe your best. Too much is being read into ARWR's RCC poster in terms of predicting future success based on mouse models.

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