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OncoGenex Pharmaceuticals, Inc. Message Board

biotechinvest1077 50 posts  |  Last Activity: 2 hours 20 minutes ago Member since: May 27, 2008
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  • Reply to

    Diabetes

    by btttx Jun 10, 2015 5:08 AM
    biotechinvest1077 biotechinvest1077 2 hours 20 minutes ago Flag

    Pretty good thread in light of today's announcement.

  • biotechinvest1077 biotechinvest1077 5 hours ago Flag

    AS stated he had several deals done in everything but execution sometime around May/June of 2013 (if my memory serves). No names of companies were mentioned. The actual Sanofi deal wasn't officially announced until about the following September and then the Hikma deal soon followed.

    Not sure if the above answers your question.

  • Reply to

    ARC-520 Works And Is Way Ahead

    by investron 9 hours ago
    biotechinvest1077 biotechinvest1077 5 hours ago Flag

    xyzmkrysvr,

    Just yesterday Investron asked essentially the same question of Wyattkap so there can be no legitimate reason for him to avoid answering your question.

    Nevertheless, I suspect he will ignore your question because of extreme embarrassment.

    Good luck to you.

  • Reply to

    ALNY Slide Presentation

    by holdencf 21 hours ago
    biotechinvest1077 biotechinvest1077 19 hours ago Flag

    Holdencf said, "I don't see how they dose humans by YE?"

    ALNY's roundtable HBV presentation did not assert they are going to dose humans by year end. They said they are going to file the Clinical Trial Application by year end and that those [early stage] trials will be concluded by year end 2016.

    That said, I was not impressed with ALNY's HBV roundtable presentation.

  • Questions that Should be Asked during the next UNIS Conference Call

    1. Pursuant to the terms of the global strategic agreement with AbbVie entered into on January 15, 2015:
    a. Has UNIS received the $5 million payment from ABBV for the exclusive right to form and enter into a mutually-agreeable development and supply agreement with Unilife?
    b. Is there a time frame or date by which the development and supply agreement must be finalized and executed? If so, what is that date?
    c. Can you provide any additional color regarding the timing and status of those negotiations with ABBV?

    (Anyone else have any suggested questions?)

  • Reply to

    green close today?

    by misterbodacious Jul 22, 2015 12:39 PM
    biotechinvest1077 biotechinvest1077 Jul 22, 2015 12:54 PM Flag

    Yeah but you'll be selling almost as quick. That is your m.o., right?

  • Reply to

    If ARWR Were $70 Today We'd Be Complaining

    by investron Jul 19, 2015 8:40 AM
    biotechinvest1077 biotechinvest1077 Jul 19, 2015 12:33 PM Flag

    "If ARWR Were $70 Today We'd Be Complaining"

    ---Investron, you have long been the biggest complainer on this board.

    "There is nothing to say."

    ---Investron, you are the king of saying a whole lot of nothing.

    "All these stupid posts trying to justify the price play into the shorts' hands."

    ---Investron, Exhibit A of stupid posts are your relentlessly stupid posts.

    "ARWR can be cranking out better and deeper pipeline than ALNY such that it will make the superiority of DPC very clear."

    ---Maybe that will be the case in the future but that is clearly not the case now and wasn't the case when you stupidly and arrogantly recommended shorting ALNY $50+ points ago.

  • Reply to

    subq

    by holdencf Jul 16, 2015 5:19 PM
    biotechinvest1077 biotechinvest1077 Jul 17, 2015 1:23 AM Flag

    Holdencf,

    ALNY has at least 5 subcutaneously administered compounds in the clinic (i.e., in man) right now.

    Despite the fact that you claim "ALNY's website still has the product pipeline bar chart in the 'development category,'" other sections of their website as well as press releases clearly show/state that the following compounds are administered subcutaneously:

    1. Phase 3 clinical trial of revusiran in transthyretin (TTR)-mediated familial amyloidotic cardiomyopathy (FAC);
    2. Phase 1/2 trial of ALN-CC5;
    3. Phase 1 clinical trial with ALN-AS1;
    4. Phase 1 clinical trial with ALN-PCSsc; and
    5. Phase 1 study for ALN-AT3.

  • Reply to

    Thoughts about the Austrailian trials.. ;)

    by hparch Jul 12, 2015 8:12 AM
    biotechinvest1077 biotechinvest1077 Jul 13, 2015 1:04 PM Flag

    Latebloomer wrote (in part):

    "(I forgot the name of the company from which ALNY inherited their current basis for HBV product development)"

    ---I believe ALNY got their HBV stuff from Merck.

  • biotechinvest1077 biotechinvest1077 Jul 4, 2015 11:56 AM Flag

    Different slide deck but point taken. Still, Moldova is not a first world nation with first world standards of reliability. Part of former Soviet Union so still a red flag for me.

  • biotechinvest1077 biotechinvest1077 Jul 4, 2015 11:09 AM Flag

    Yes, Replicor's claims are very impressive until one realizes that their clinical testing was done in Bangladesh (see slide 7 - EASL 2015 Presentation found at Replicor website). This is a big red flag and explains IMO why the Hep B establishment isn't doing cart wheels over Replicor results.

  • biotechinvest1077 biotechinvest1077 Jul 2, 2015 12:27 PM Flag

    Hparch,

    Please accept the following comments in the spirit of good faith discourse and exchange of views.

    I cautiously couched my initial comment here for fear that what I thought was simply a fundamental understanding of how the FDA works (i.e., the need to prove the safety of new delivery compounds like a DPC 2.0 before advancing same in later stage trials) was somehow mistaken.

    While I appreciate your willingness in this instance to say you might be wrong, what strikes me about many of the posters on this board, and I include you in this category, is a willingness to make statements that are simply factually wrong or are based on fundamental misunderstandings. Almost always, this tendency skews in favor of supporting a bullish story in favor of ARWR.

    You are seen by many readers here as the leader of this board. What you say is adopted as gospel by many of these readers. As such, I believe you have a responsibility to refrain from posting assertions unless you are absolutely sure of the accuracy of those assertions or have included appropriate caveats to alert the reader.

  • biotechinvest1077 biotechinvest1077 Jul 2, 2015 10:44 AM Flag

    Please correct me if I am wrong, but I believe any reformulation of DPC will have to undergo safety trials. IOW, I do not believe ARWR could simply move directly into Phase 3 with DPC 2.0 (even assuming all else is on track) unless DPC 2.0 has already successfully completed Phase 1 trials.

  • Reply to

    Look What Dirk The Jerk Has Done

    by investron Jul 1, 2015 1:54 PM
    biotechinvest1077 biotechinvest1077 Jul 1, 2015 9:39 PM Flag

    Investron, your comments are pure bunk.

    You stated:

    "I have repeatedly observed how he unloaded while telling people to buy and loading up while telling people to get out.

    "Specific examples with regard to ARWR: While telling followers that ARWR would be $200 within a year, Dirk dumped what he bought around $2 at around $9 and rolled the loot into TKMR at the end of 2013."

    This is pure nonsense.

    I followed DH's comments closely and do not ever recall him saying that his price target for ARWR was $200. I recall his price target being $30 set in early summer 2013 when ARWR was around $2. (Pretty good call by any standards.) (If you're right, you should be able to easily give us a quote with a date DH made the statement so readers can actually confirm your claim. After all his entire blog is available to anyone online.)

    Stop blaming others for you being clueless about the ways of Wall Street.

  • Reply to

    Deal done. Drilling news next

    by markkind2001 May 21, 2015 8:04 AM
    biotechinvest1077 biotechinvest1077 Jul 1, 2015 11:25 AM Flag

    Hey Marrkind2001,

    Do you have any insights or explanations for the following:

    CEO Awde persistently buys GSV shares on the open market for over a year but then when GSV finally cuts the deal with OGC, initially he was a bit schizophrenic both buying and selling shares. His latest activity shows what seems like persistent selling at a loss.

    Thanks.

  • Reply to

    holdencf

    by mudbug021 Jun 27, 2015 1:26 AM
    biotechinvest1077 biotechinvest1077 Jun 28, 2015 6:33 PM Flag

    I am surprised by the open handed tone of this last reply. Your earlier posts directed at me gave the impression you had a chip on your shoulder.

  • Reply to

    holdencf

    by mudbug021 Jun 27, 2015 1:26 AM
    biotechinvest1077 biotechinvest1077 Jun 28, 2015 12:57 PM Flag

    Ram1971Colo,

    As for why I own ARWR, I have owned a healthy chunk since the low 2's going back about 2 years (my history on this board goes back over 2 years from about when ARWR went from $2 to 28 so if you wanted to challenge me with something substantial rather than imagined there should be plenty of fodder.) I sold a chunk at $7+ when ARWR tripled and said so on this board. I bought more again recently in the low $6's because I think it will run into the AD event. Longer term, ARWR is a show me stock. Management has over promised, under-delivered and generally mismanaged expectations. I am a big fan of DH and he thinks ARWR is very undervalued.

    I get the impression you think I am a shill for ALNY. However, if you read carefully my posts about ALNY, I am just trying to correct statements of fact that seem rampant on this board but are rarely challenged. I tend not to challenge statements that simply assert that ALNY is a bad future investment and the like. This is typical message board fare. But factual claims that are demonstrably false, these I will challenge from time to time if I can muster up the time and energy. (The idea that ALNY achieved its current valuation on nothing other than the BSing capabilities of its ethically challenged CEO are silly and me pointing this out or pointing out false assertions of fact does not make me a shill for ALNY.)

    As for why I do not own ALNY, the main reason is I feel I have missed the boat. ALNY has gone from single digits to over $120.00. I have been burned too often trying to hop on a speeding train. It really is that simple. But having kept abreast of the biotech space for the past several years, much of what passes here for fact is often so ill informed as to be dumbfounding. Case in point: holdencf on ALNY.

  • Reply to

    holdencf

    by mudbug021 Jun 27, 2015 1:26 AM
    biotechinvest1077 biotechinvest1077 Jun 28, 2015 11:28 AM Flag

    ram1979colo,

    Are you looking for a serious response or is this post just rhetorical?

  • Reply to

    holdencf

    by mudbug021 Jun 27, 2015 1:26 AM
    biotechinvest1077 biotechinvest1077 Jun 28, 2015 9:30 AM Flag

    Mudbug,

    While I don't recall holdencf claiming to have been a member of ARWR's board and therefore believe you are mistaken on that point, the tenor and tone of his posts on this board tell me he is a flake (i.e., bombastic, strident and erratically unreliable). I questioned him closely and found his answers decidedly lacking in actual knowledge and completely lacking in candor. He made broad sweeping claims that he couldn't back up. His ranting and raving on this board about communism, socialism and the lazy work habits of the Greeks tells me his internal compass is "broken." I think he is one of those posters more interested in trying to impress others than in keeping abreast of his investment in ARWR.

    In other words, your instincts that there is something deeply suspect about holdencf are, in my opinion, correct.

    P.S. I believe I was the poster who originally asked holdencf why he bothered to post on this board. This followed his recitation a couple of weeks ago of the history of ARWR that I said "had the ring of truth." Regrettably, I no longer hold that view.

  • Reply to

    rsi just went below 30

    by misterbodacious Jun 25, 2015 1:16 PM
    biotechinvest1077 biotechinvest1077 Jun 26, 2015 10:06 AM Flag

    Have you heard the phrase, "TIMBBBBBBBBBBBBBRRRRRRRR?"

    Lol.

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