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OncoGenex Pharmaceuticals, Inc. Message Board

biotechinvest1077 55 posts  |  Last Activity: 10 hours ago Member since: May 27, 2008
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  • Reply to

    A Few Questions for Hparch

    by biotechinvest1077 Aug 2, 2015 10:43 AM
    biotechinvest1077 biotechinvest1077 Aug 2, 2015 12:16 PM Flag


    Read ARWR's November 14, 2011 press release. It states that Leonardo Bio is "a portfolio company" of Arrowhead Research Corporation.

  • biotechinvest1077 by biotechinvest1077 Aug 2, 2015 10:43 AM Flag

    Hparch, a few questions:

    1. What is the level of your confidence that BIND's Accurins are "precisely like" ARWR's DPC?

    2. Does this change your "$200-300 mil market cap" statement about ARWR?

    3. What is the level of your confidence that BIND's Accurins infringe on ARWR's DPC patents? Can you point me to web pages that relate to these issues from both ARWR and BIND's perspective?

    4. ARWR acquired DPC from Roche. Subsequently, Roche entered into some sort of collaboration with BIND. How do you think about such a collaboration? Does this suggest that DPC's are somehow functionally different from DPC's? Why would Roche sell off DPC's only to collab with BIND regarding identical Accurins? Was Roche just kicking BIND's tires to fully confirm for themselves the identical nature of Accurins? Any light on this will be appreciated.

  • Reply to

    DPC patent from 2011 - THE "motherload": 7,883,720

    by hparch Aug 1, 2015 6:28 PM
    biotechinvest1077 biotechinvest1077 Aug 1, 2015 10:09 PM Flag


    Earlier today you said, "DPC appears to be so incredibly special, one has to ask why, and why there aren't other systems like it?"

    In response to another poster you said, "BIND is interesting - their delivery product, Accurins, is precisely like ARWR's DPC (polymer encapsulation, targeting ligands, etc..), and their web site indicates that they can deliver all sorts of payloads as a drug delivery platform, including RNAi, as well."

    1. Were you previously unaware of BIND?
    2. When did you first learn of BIND?
    3. Does the existence of BIND temper or lessen your incredibly bullish statement made earlier today that "an eventual $200b - $300b market cap for this type of capability [meaning for ARWR].... [T]his is serious stuff, everyone. It could have ramifications well beyond anything that we have been seriously contemplating at the moment..."?

  • Reply to

    I wonder?

    by rutledge14700honey Jul 31, 2015 3:37 AM
    biotechinvest1077 biotechinvest1077 Aug 1, 2015 10:16 AM Flag


    You said, "DPC appears to be so incredibly special, one has to ask why, and why there aren't other systems like it?"

    Have you looked at BIND Therapeutics? I would very much like to hear your thoughts comparing/contrasting ARWR's DPC to BIND's Accurin.

  • biotechinvest1077 biotechinvest1077 Jul 29, 2015 10:57 PM Flag

    Interesting Timing?

    "Sanofi announced today that the LixiLan-O Phase III clinical trial met its primary objective in patients with type 2 diabetes...."

    UNIS' "Imperium is a prefilled, disposable, multi-day wearable insulin pump that does not require filling or assembly by the patient. Because it is prefilled and pre-assembled like an insulin pen...."

    "LixiLan is the Fixed-Ratio combination of Sanofi’s Lantus® (insulin glargine), the world-wide most prescribed basal insulin, and Lyxumia® (lixisenatide), administered as single daily injection via a disposable pen." - See more at:

  • Reply to

    mid 4's tomorrow?

    by misterbodacious Jul 29, 2015 7:18 PM
    biotechinvest1077 biotechinvest1077 Jul 29, 2015 7:34 PM Flag


    We all know your m.o. When you say "Strong Buy," you are a seller simply looking to goose the sp. You are fooling no one and your effort to deceive is pathetic.

  • Reply to


    by btttx Jun 10, 2015 5:08 AM
    biotechinvest1077 biotechinvest1077 Jul 29, 2015 5:02 PM Flag

    Pretty good thread in light of today's announcement.

  • biotechinvest1077 biotechinvest1077 Jul 29, 2015 1:44 PM 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 Jul 29, 2015 9:51 AM
    biotechinvest1077 biotechinvest1077 Jul 29, 2015 1:29 PM Flag


    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 Jul 28, 2015 9:42 PM
    biotechinvest1077 biotechinvest1077 Jul 28, 2015 11:33 PM 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


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


    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.

2.19Oct 8 4:00 PMEDT