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Blue Holdings Inc. Message Board

bullrun_terrier 9 posts  |  Last Activity: Dec 23, 2014 1:41 PM Member since: Oct 18, 2000
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  • bullrun_terrier bullrun_terrier Dec 23, 2014 1:41 PM Flag

    Merrill Lynch is loading up on GILD as we speak... these guys always do the opposite of what they say....

  • Reply to


    by debbie08730 Dec 19, 2014 3:42 PM
    bullrun_terrier bullrun_terrier Dec 23, 2014 1:36 PM Flag

    They can't because the formulation of the drug is such that the 3 pill "ground up" into one would be too big for anyone to swallow. Patients need to take more of this med to achieve significant oral bioavailability and potency. Not all drugs behave the same. In addition, they also need to take ritonivir which is included in the packaging as another pill.

  • Reply to

    If great deal why wasn't ABBV up 15%?

    by ramstocks Dec 23, 2014 9:26 AM
    bullrun_terrier bullrun_terrier Dec 23, 2014 1:21 PM Flag

    Its because ABBV is shooting itself in its foot. Yes they might get a slightly bigger market share, but in the end they just killed their margins. When you release a new drug, you want to price it as high as possible to capture your R&D costs back as soon as possible. Drugs prices always decline over time due to patent expirations, competition, etc... When Gonzalez decides to price their drug 40% lower than the going rate, well, he's just shooting himself in the foot now and in the future. Many people are also thinking that Abbvie is also discounting Humira to Express Scripts as part of the deal to make things more attractive, which is also a dumb a z z move. Notice that all of biotech is going down because of this.

    What Abbvie should have done is kept their pricing as it is with no special deals. Now, they will just hurt themselves and the pricing of their future pipeline.

    Sentiment: Hold

  • GILD needs to retaliate and take a stand against Express scripts. They need to do one of two things, either pull all their meds from Express Scripts or raise the price for all their drugs covered by Express Scripts. Let Express Scripts sell inferior medications to their "community" and see how they like it. Most people can't stand Ribavirin -- this why everyone want's Harvoni. Make this move by Steve Miller backfire on his #$%$.

  • bullrun_terrier bullrun_terrier Nov 24, 2014 11:28 AM Flag

    Yes, Prosena's DMD drug is not that great -- it has a lot of local side effects during the injection and many kids can't tolerate the pain from the injection site. Not a good idea. Prosena might get to market first, but Sarepta's DMD drug is also much safer -- it needs more review, but seems to be more effective than Prosena.

    Sentiment: Hold

  • Reply to

    trial design

    by musherga Nov 1, 2014 8:58 PM
    bullrun_terrier bullrun_terrier Nov 3, 2014 2:03 AM Flag

    Phase III is ready to go. FDA indicated that they would allow phase III to coincide with the filing, which was to happen at the end of this year. However, the FDA has been wishy washy on the methodology as you can see. And now before anything can proceed, SRPT now has to wait for the FDA to decide if their lab performing dystrophin quantification is kosher. Hence, another 6 months delay.

  • Reply to

    FDA just issued srpt statemen

    by simp08801 Oct 30, 2014 6:18 PM
    bullrun_terrier bullrun_terrier Oct 31, 2014 12:43 PM Flag

    Um, no I think you need pay attention to the details. On April 21, SRPT receives to go ahead from the FDA to apply for approval by the end of the year. The FDA visited the lab facility in May. Now in October, the FDA changes their mind saying that they need more dystrophin info before filing. Since its already basically the end of the year, this forces SRPT to have an additional delay in filing.

    What people are upset about is that the FDA changed their mind during a meeting in September and then waited until now to tell SRPT about their concerns. If the FDA stated these concerns after their "site visit" in May, SRPT would have still been able to do the filing by the end of this year.

  • Reply to

    FDA just issued srpt statemen

    by simp08801 Oct 30, 2014 6:18 PM
    bullrun_terrier bullrun_terrier Oct 31, 2014 2:38 AM Flag

    The FDA visited the hospital lab in May 2014. At that time they did not mention anything about the "methods used to measure dystrophin" might be not robust enough. Instead they told SRPT to move forward with filing. Now in October, right before SRPT is about to file, FDA now says they have concerns about these methods from their visit 5-6 months ago, but decided not to tell anyone.

  • Reply to


    by scharfpark1060 Sep 30, 2014 8:16 AM
    bullrun_terrier bullrun_terrier Oct 2, 2014 4:34 PM Flag

    How much of a correction do you think will happen? What price do you think is a good deal to get in?

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