That is the "improved" version of the message board that Yahoo inflicted upon us. You used to be able to provide links in your posts to buttress your comments or to provide information to others, but yahoo decided that would be bad for message board discussion. There used to be message number attached to each post and the numbers were set up so that one could easy reference others posts or check back to see what others had said and when they said it. The imbeciles at yahoo decided that was detrimental to the message boards as well.
Sold off another 15% of my shares early this morning so am down to 60% of my holdings as of Monday. Likely to hold the rest. Used to proceeds to buy some PGNX to go with the MNTA I bought Monday and Wednesday.
Barc37000, nothing to read. It is good news for PGNX. As far as somebody differing, well, there are a lot of idiots out there!
Good first report regarding V-pak sales but not blockbuster. We will have to wait another quarter or so to see how sales will ramp up but a nice first step.
Hey, I am the vinman, although I must say I do like your $30 share price prediction
Yes of course the MOA is different, but that is the point. Opdiva inhibits the suppressor T-cell activity generated by the tumor, which enables the immune system to better attack the cancer cells growth. Ganetespib, or another drug that directly inhibits the cancer cells reduces the growth rate of the cancer cells. The combination of increased anti-cancer activity immune system with reduced cancer cell proliferation adds up to a synergistic anti-tumor response.
sthunter, you are downplaying the Opdivo data a bit. The NSCLC trial for Opdivo in NSCLC was stopped early because the trial had already showed it met its primary end point, Overall Survival (OS). The ORR and progression free survival were secondary end points. It will be nice to get a look at the complete data when it is presented later this year. This isn't a disaster for SNTA and Ganetespib in Galaxy 2, just bad news. Keep in mind that the Galaxy 2 trail was bigger than the Opdivo trial and wasn't stopped early, and I am not saying that means Galaxy 2 will be a failure by any means. That is why I sold only part of my shares. However, it does cut the potential market for Ganetespib assuming Galaxy 2 does meet its end point and get approved. There may even be a market for a combination of Opdivo + Ganetespib, but you can be sure such combination trials are going to springing up left and right soon.
That is interesting and potentially positive news for SNTA, but as you say down the road. I am a long-time long but the Opdvio approval for NSCLC is a negative for SNTA. I sold off about 25% of my SNTA shares in response to that.
Right on target. I increased my shares of MNTA by 25% yesterday. Either MNTA gets bought out by someone soon, or MNTA lets the money roll in while moving towards more Biosimilar approvals.
kamoa, if is a big word as far as Copaxone approval, and you are correct about MNTA's future if that happens. However, other companies can see that too, and if one decides to offer say, $25/share to buy out MNTA now, that chafes are pretty high that the company will sellout.
I had no idea that PGNX had a partner in 1404. I assume that the partner was in place before PGNX acquired 1404. That is good news but it would be nice if PGNX management informed shareholders about it and provided us the terms of the partnership, especially milestone payments.
I didn't suggest or even remotely imply that you were bashing SNTA. I made a very clear point, that going by what HBO or any TV show says is absurd. It is also absurd to think you can get some important insight from a sound-bite given by any researcher on a TV show. Important information comes from controlled trill and peer reviewed studies. Don't take that as a personal affront.
Using virus as anti-cancer therapies has been going on for at least a decade. There are a lot of issues to be worked out. The idea that any viral based anti-cancer therapy will be approved in 2016 is absurd. Next time try to avoid using TV as a source for your investment information.
Right, 20 doctors from rich Orange County are indicative of the entire Hep-C market across the country, including Medicaid. Thanks for the amusing anecdote.
I appreciate the input but what happens in one small Medical grou isn't very informative. Don't forget about the Medicaid market.
If you learned some basic math you wouldn't make such a comment. It is no dream. V-Pak will have 25% of the Hep-C market. I am pleased that are many people like you in the investment community as it makes it easy to make money.