Touchy, aren't you. I merely asked if you had a comment about AF. Your threats against my First Amendment rights to my opinions are not appreciated. As it is I can't stand AF, but I like to read rebuttals against his opinions (proper dd can't hurt..) Can you point to information regarding rebuttals ?
Propjoe: Can you explain why options would give you a hint as to the direction we are going? Do option traders know more than anyone else?
And did you catch Stoney's comments about why he and Bill Sheridan came to Biocryst -- because of their impressive drug discovery capabilities, and also because of Babu and the team he has assembled. And then he mentioned that Merck was very impressed, too (I wonder when that occured.)
Well, this whole discussion brings back a bad FDA experience (as an investor) of some 20 years ago with a company called Liposome. The had a liposomal formulation of doxorubicin, which proved to markedly lower the heart toxicity of doxorubicin in breast cancer treatment, allowing said drug to be used longer. Unfortunately, they barely missed hitting the predicted statistics; I think sigma was 0.89 instead of 0.90. So the panel voted to reject on efficacy, but recognize the lower toxicity. When a participant cancer patient pleaded her case for the drug, one of the esteemed docs on the panel said "dead people don't get side effects." In effect he told her that it was too bad, but she would have to endure heart problems as payment for her possible breast cancer cure.
Dr. Pazdur was the head of the FDA oncology unit then, and under him, the FDA rejected Liposome, and the company was sold to Elan.
I can only hope that the FDA and Dr. Pazdur act consistently, allowing Iclusig to remain on the market. After all, this drug keeps very sick people alive. And as far as I know, "dead people still don't get side effects."
Perhaps this speculation all will come to pass. Then again....... We've been down this road before!
"ITS ALL SPECULATION EVERY WORD any one says. You're speculating that I'll be incorrect. "
I said nothing about whether you or Andrew McDonald will be correct or not. It's all speculation.
You may be right, that's not my point, and I don't much care.
Ah. Argumentum ad hominem. I liked your overall analysis back then. I didn't find it helpful to go into every detail of your projections, just the positive result-oriented aspects. Not your speculations, unless, as I requested, you have some actual expertise in some medicinal field. Do you?
There advertisement is a good joke Noach.
" In the first place, there were chemical reagents that can be used as disinfectants, such as acetic acid, per-acetic acid, hydrogen peroxide, ethyl alcohol, sodium hypochlorite and bleaching power. In the second place, there were chemical reagents that can be used to produce the newly-developed drug - Peramivir, which is able to cure H7N9 bird flu, for instance, cyclopentadiene, acetic acid, hydrogen chloride, methanol, potassium carbonate, sodium periodate and sodium nitrite. Please contact us at 400 - 881 - 1938 for more information on the products to prevent H7N9 bird flu. "
As a synthetic organic chemist, I can assure you that you cannot just mix these chemicals, and voila, out comes Peramivir.
Jack, Jack - why are you trying to goad people into saying things that they have no expertise in. I have no best guess, and I have no medical training, and I am not going to wildly speculate like you did. I asked you the above questions to ascertain your knowledge and background, and that enables you to make a "best guess".
Jack ---- "HAE - 85% chance that 4161 achieves 30%+ attack reduction. That performance will gain approval and significant use..imo."
Is that your "SWAG"?
Not if any more sell side analysts upgrade. Price was up 25 cents in pre-market, then in the red after market opens.
Or could it be that one of the eventual symptoms in the progression of CML is a CV problem, and now patients are living long enough to see it happen. If so, then the longer patients are on Iclusig, the greater the risk would be, and the number of patients who have not had CV events so far would decrease. Also, I wonder if the CV event risk goes up over time in patients who are not on Iclusig.