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Cymer Inc. Message Board

dcxavier 117 posts  |  Last Activity: 12 hours ago Member since: Nov 22, 1999
  • JUNO gets twice a much cash as BLUE, $1B vs. $500M. CELG pays twice the current share price of JUNO for the position.

  • Reply to

    Short Interest up again

    by ofjames Jun 25, 2015 7:20 AM
    dcxavier dcxavier Jun 26, 2015 3:25 PM Flag

    Two years for a NKTR-214 Phase 1 wouldn't surprise me. There are a lot of moving parts. I think it will go beyond the typical search for maximum tolerated dose. It will probably be evaluated against several different types of cancer. NKTR-102 spun its wheels against colorectal, ovarian and breast cancers, now it appears brain cancer/mets may be the best target. The company doesn't want to go through that again. In addition, combining NKTR-214 with another drug may be the path forward. That requires additional study and analysis before a Phase 2 is launched.

  • Reply to

    Short Interest up again

    by ofjames Jun 25, 2015 7:20 AM
    dcxavier dcxavier Jun 26, 2015 2:35 PM Flag

    BIIB has the sodium channel blocker pain reliever CNV1014802, which they acquired when they bought Convergence. CNV1014802 has successfully completed a Phase 2, which puts it a couple of years ahead of NKTR-171. Haven't seen a Phase 3 announcement yet.

  • dcxavier dcxavier Jun 24, 2015 10:37 PM Flag

    Two years for an oral Relistor competition seems about right. It's going to take months to organize and train a sales team, and get a marketing campaign going. In the best case, I don't see an oral Relistor launch before the end of 2016. One advantage the competition will have is that physicians and patients should already be somewhat familiar with oral PAMORA drugs because of the trailblazing by AZN. They can piggyback off of AZN's educational and advertising efforts.

  • dcxavier dcxavier Jun 24, 2015 8:41 AM Flag

    Merrill removed all their research analysis of BLUE, because they were one of the financiers.

  • dcxavier dcxavier Jun 20, 2015 9:22 AM Flag

    No corona,

    Sales and profitability are what is important. Passing Phase 3 and getting no sales is worthless. Ask former DNDN shareholders. How is Afrezza doing? Big pharma isn't immune, how did Exubera do for PFE?

    There are two things that big pharma does better than small, in my opinion. The first is targeting the drug to the appropriate patient set. I think if NKTR could do things over knowing what they do now, NKTR-102 would concentrate on brain cancer/mets rather than OC and general MBC. The panitumumab Phase 3 had very focused entry criteria. The second is not pushing through every drug that has a chance of succeeding in Phase 3. It appears that MRK has put a hold on bevenopran (MK-2402). SP-333 and Linzess could be future competition in a crowded OIC space, and they would have wider indications than just OIC.

  • dcxavier dcxavier Jun 18, 2015 8:51 PM Flag

    OK, I'll bite. Exactly what is the "sleight-of-hand" you mention?

    If you are attempting to compare it to BEACON, there is one important difference. The panitumunab study met its primary endpoint. BEACON didn't. Doh!

  • Reply to

    IRWD

    by dcxavier Jun 17, 2015 8:39 AM
    dcxavier dcxavier Jun 17, 2015 9:54 AM Flag

    Time passes faster than you think. The NKTR/AZN deal for Movantik dates from 2009, almost six years ago. It's been over four years since HR announced the "go it alone" decision for NKTR-102. The NKTR-181 Phase 1 started in March, 2011, over four years ago.

  • dcxavier by dcxavier Jun 17, 2015 8:39 AM Flag

    Also OIC, IRWD's linaclotide (Linzess) is expected to complete its Phase 2 for OIC before the year is over. Linzess is occasionally prescribed off-label for OIC now. The OIC treatment field is likely to be crowded before the decade is over.

  • dcxavier by dcxavier Jun 17, 2015 7:16 AM Flag

    Plecanatide passed Phase 3 for chronic idiopathic constipation.

    Which reminded me to look back on their SP-333 candidate. SP-333 passed its Phase 2 for OIC last November. We should look for a Phase 3 study initiation.

    Plecanatide and SP-333 are closely related and have a mode of action similar to that of Amitiza.

  • dcxavier dcxavier Jun 16, 2015 10:58 AM Flag

    Figure BLUE is collecting and analyzing cells for mutations for each patient during the transplant step. Wish they would share the results with the public. I assume that the data has been generally benign, given that the EMA appears ready to approve LV for beta-thal upon successful completion of current studies. But that is only an assumption on my part.

  • dcxavier by dcxavier Jun 15, 2015 3:59 PM Flag

    As of June 9, 22 patients were enrolled in Northstar and ten have been treated. Source is Wedbush. Big update coming at ASH in December.

  • Reply to

    Three lousy patients?

    by georgeofthejunglestrongashecanbe Jun 13, 2015 12:22 PM
    dcxavier dcxavier Jun 14, 2015 7:05 PM Flag

    It's more than "three lousy patients". Bluebird has reported five additional beta-thal patients have been treated as part of the Northstar study. Two of them are considered cured (transfusion free), the other three were within the first two months after treatment and not yet evaluable. There is also one patient treated years ago with the prototype virus, also transfusion free and considered cured. At this point, all BT/SCD treated patients that have been identified are either deemed "cured" or too early to evaluate.

  • I'd love to ask questions on the Monday morning CC.

    1. How are the Northstar (1100 series) patients doing? Are they all progressing as well as the HGB-205 patients you reported?

    2. In the past six months, have any new patients been treated, aside from the one sickle cell patient reported in the PR? If so, what is their status?

    3. Could you discuss the off target activity you have seen from the LV?

  • 11:30 AM Vienna time, according to BLUE. I hope BLUE issues a PR with details. Maybe we'll see a Feuerstein story.

  • dcxavier dcxavier Jun 12, 2015 8:36 AM Flag

    Latest data from SNSS at EHA.

    ===

    Among the new data presented today are detailed results from the subgroups of patients age 60 years and older (451 out of 711 enrolled in VALOR) with late relapse (n=87) and refractory and early relapse disease (combined n=364).

    Among patients with late relapse disease, overall survival (OS) and leukemia-free survival (LFS) were comparable between treatment arms. The complete remission (CR) rate was 57% and 28% (p=0.0064) and event-free survival (EFS) was 5.5 months versus 2.3 months (HR=0.65, p=0.0852) for vosaroxin/cytarabine and placebo/cytarabine, respectively. Thirty- and 60-day all-cause mortality among these patients was 11% and 18% versus 2% and 14% for vosaroxin/cytarabine and placebo/cytarabine, respectively.

    Among patients with refractory and early relapse disease (combined n=364), a population known to have poorer outcomes, OS was 6.5 months versus 3.9 months for vosaroxin/cytarabine and placebo/cytarabine, respectively (HR=0.69, p=0.0008). CR rates in this population were 26% and 10% (p=0.0001) for vosaroxin/cytarabine and placebo/cytarabine, respectively. Among these patients, LFS was 9.7 months versus 5.5 months (HR=0.50, p=0.0424) and EFS was 1.7 months versus 1.3 months (HR=0.59, p LT 0.0001) for vosaroxin/cytarabine and placebo/cytarabine, respectively. Thirty- and 60-day all-cause mortality among these patients was comparable, at 10% and 21% versus 11% and 25% for vosaroxin/cytarabine and placebo/cytarabine, respectively.

  • Reply to

    Convince me to buy

    by slumdawg2011 Jun 10, 2015 1:06 AM
    dcxavier dcxavier Jun 10, 2015 4:22 PM Flag

    That's the big unknown, off target damage. I'm sure that BLUE has been collecting data and that it probably has been shared with the FDA, EMA and the RAC. I *assume* that the data has been generally benign, especially since the EMA is ready to approve lenti based on not many more patients. I wish someone would ask on the CC's. It's what has me most concerned, much more than efficacy failure.

  • Reply to

    Movantik cafepharma threads

    by dcxavier May 19, 2015 9:26 PM
    dcxavier dcxavier Jun 10, 2015 10:12 AM Flag

    6/4:

    AZ rep here. He is actually correct. We are weighted 40 % MOV, 40% SXR and 20% Pristiq. MOV is our primary drug in the pain offices, rheumos, Orthos and some select primary care. We don't have any doctors where we detail both SXR and MOV. Well, maybe a handful. Some of our customers have Pristiq as a secondary call to MOV. And some (Psychs) have Pristiq secondary to SXR.

    --

    I sold sprix too. Was pretty successful with neurology but nothing else.

    --

    Big Mo is already up to plus 1,000 new's a week and that is really good when you compare to launches over past year, that's not bad, we have quite a few mid-levels now writing one or two a day, others not there yet but we've seen them like two times, to say a drug won't sell after two sales calls is crazy and is more about the rep then the drug or the md, go work hard for christ's sake

    --

    1000? Are you high?

  • My understanding is that the damage caused by treatment with the standard protocol is due to iron overload. It takes many years to manifest itself. Properly treated BT major patients may make it into their teens before irreversible damage starts to occur. So why not wait until the adolescent years before performing the transplant? I think that is part of the reasoning behind the decision.

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