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ONYX Pharmaceuticals, AŞ Message Board

dr.vinmantoo 77 posts  |  Last Activity: 17 hours ago Member since: May 18, 2010
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  • Reply to

    Great news.

    by cal_doon May 2, 2016 9:23 AM
    dr.vinmantoo dr.vinmantoo 17 hours ago Flag

    pedmac, Man, we must be idiots for being in PGNX this long. At least I did some selling and buying back, but sadly I wasn't smart enough to sell when PGNX hits some high points. I don't think PGNX gave us much info when they sold off PRO140 and the C. difficile areas either. Frustrating to say the least.

  • Reply to

    Great news.

    by cal_doon May 2, 2016 9:23 AM
    dr.vinmantoo dr.vinmantoo 22 hours ago Flag

    What did PGNX get in upfront milestones? Was it a case of Budweiser and some box seats to a Yankees game? This kind of secrecy is BS

  • Reply to

    A well written letter

    by credtrtrteingyt Apr 29, 2016 9:03 AM
    dr.vinmantoo dr.vinmantoo May 1, 2016 1:15 PM Flag

    {{durango, I am not knocking MDVN, I would just like to point out that there's a lot of smaller bios with low PEs and hi growth, and lots of potential. }}

    Soflaturte, really????? Profitable biotechs are rare indeed, and those with low PEs are even rarer. Could you give us a list of such small profitable bios? I am guessing you could count them on the fingers of one hand, that is, if you could find any.

  • dr.vinmantoo dr.vinmantoo May 1, 2016 1:11 PM Flag

    Yes, tell her go to a major oncology center that has expertise in breast cancer. Let them give her their opinions. It would be a plus if they sequenced her tumor cells to get a genetic handle of the growth and survival mutations driving tumor growth and metastasis.

  • Reply to

    MDVN is a great company in Cancer treatment

    by wsun09 Apr 28, 2016 12:53 AM
    dr.vinmantoo dr.vinmantoo Apr 28, 2016 11:21 AM Flag

    What are you babbling about? Provenge was approved but it wasn't cost effective (profitable) or very effective for that matter.

  • Reply to

    Insulting lowball offer

    by durangokidd2106 Apr 28, 2016 8:37 AM
    dr.vinmantoo dr.vinmantoo Apr 28, 2016 11:00 AM Flag

    Hey delphi, why are you repeating your comment 50x? You should post your "thoughts" once then #$%$ and get lost. If you love AMAG, then load up on it by buying as much as you can then buy some calls. That has nothing to do with whether or not someone should buy or sell MDVN. Sheesh.

    Where do these idiots come from? Must be a short who has been severely burned by the recent MDVN run-up and is worried about getting burned even more by a buyout. That would make me laugh, and make me a lot more money as well.

  • Reply to

    Trial Data

    by rabies_00 Apr 20, 2016 3:35 PM
    dr.vinmantoo dr.vinmantoo Apr 23, 2016 1:46 PM Flag

    Brad,

    {{Vinny since you can post on the Hump could you ask the favored few over there who actually get replies from IR to ask them where the he11 Garnick is and why has he not updated on Sunrise himself? Is he still associated with PPHM in the same manner as before and during the trial or has something changed since?}}

    it looks like Carboat and corporalagarn (love than screen alias) are already doing that repeatedly. They are both quite amusing. It will be funny to watch the pumper longs who have been spewing the "In Garnick we trust" mantra quickly trash him once PPHM acknowledges he is gone. Based on PPHM's modus operandi, I expect that his name will be quietly removed for the web site without any PR.

  • Reply to

    Trial Data

    by rabies_00 Apr 20, 2016 3:35 PM
    dr.vinmantoo dr.vinmantoo Apr 23, 2016 1:40 PM Flag

    Jeff, you also wrote {{What I am banking on is that PPHM eventually makes a partnering deal to push forward with I/O combo trials that I believe will be successful. I am hopeful that a partnership deal will be finalized prior to the ASM or soon thereafter. Without that, it would appear that we current shareholders will likely have to suffer through another R/S and thus be further diluted to the point that the most we can hope for will be a meager profit and that will not be seen for at least several more years. And yes, I will likely wait for it and not sell any of my shares}}

    Do whatever you like with your shares and base it on whatever hopes you have for Bavi in immune modulator trials. I will repeat what I wrote before. As far as combinations with immune modulators, that is field and growing more and more crowded each day. Companies with big money are using combinations of drugs they own, and where each drug on its own has shown efficacy on its own so they are looking for synergism. There is ZERO clinical data for Bavi having good efficacy as a single agent and ZERO clinical data for Bavi in an combination with an immune modulator. Yet for some reason you are confident it will shine. No FUD for you like there is none for other pumpers. Good luck to you. You will need it!

    You actually think PPHM will be able to get a partnership deal soon. Let's be clear about what a normal investor considers a partnership. It is not where PPHM pays someone else to include Bavi in any pre-clinicial studies or clinical trials. It is where another company agrees to pay PPHM significant up front money, say over at least $20 million, provides for significant milestones far in excess of upfront money, and takes over much if not all the developmental costs and grants PPHM a percentage of future sales. I predict that PPHM won't be involved in such a deal this year. What say you?

  • Reply to

    Trial Data

    by rabies_00 Apr 20, 2016 3:35 PM
    dr.vinmantoo dr.vinmantoo Apr 23, 2016 1:29 PM Flag

    Jeff, then you wrote {{My take is that I don't have a clue about whether they somehow can salvage Sunrise in combo with previous trial stage data. We do not have enough information to determine what they can do. Part of me says no way, but the argument that they can is compelling if they were to discover something in the data that may sway the FDA. I am not banking on this.}}

    This is the delusional type of post I cringe at and feel compelled to address. What in Gd's name are you talking about with your "swaying" the FDA. The only thing I can conclude is you ACTUALLY STILL fantasize that the FDA can approve Bavi + DOC in NSCLC based on Sunrise. That is NOT possible and is sheer nonsense. If you keep posting that there is any chance the FDA can be persuaded to approve Bavi based on Sunrise, you will correctly be called a lying pumper and a complete imbecile. Stop it.

    Yes PPHM can keep looking at the data, and possibly find a biomarker that correlates with better outcome. If so than you can hope that PPHM might start a completely new trial from scratch based on that biomarker, but that seems like a foolish strategy and a waste of money to me.

  • Reply to

    Trial Data

    by rabies_00 Apr 20, 2016 3:35 PM
    dr.vinmantoo dr.vinmantoo Apr 23, 2016 1:17 PM Flag

    Jeff, I suggest you stop behaving like a 4 year-old by lashing out with name calling when others post facts that you don't like. It is fine by me if you want to embarrass yourself by the kind of posts you just made. I am sorry to see anyone lose money, but it is even sadder when those people won't accept the reality that they have lost money or objectively look at the trial data that caused them to lose money. What is far worse, and completely unacceptable to me is when people keep pushing fantasies that might mislead others.

    Yes I wrote {{What IS unethical is longs fawning over the PR then claiming it that they have no doubts or worries because it proves Bavi works, and that the Sunrise data will be the basis for FDA approval when the FDA throws out the control arm}}

    You responded {{The wording of this makes it unclear whether you are impugning the Sunrise trial or Bavi with your response towards what others believe. This is why I asked whether you believe Bavi works or not....it was unclear and I wanted to know what you thought....which is why I asked instead of directly calling you out.}}

    There is NOTHING unclear about my response. The PPHM PR is about the Sunrise trial and and comments were about the Sunrise trial data. How much clearer could I have been?

    Then you write {{Bavi does work IMO, but likely its best commercial use has still to be evaluated and approved. Most likely that will come from the I/O types of treatment.}}

    There is no clinical trial data showing BAVI works in any chemo combination trial. By working, that means a statistically significant improvement in MOS or HR in comparison to a control and in an uncorrupted trial. That is what any reasonably intelligent person/investor would want to see before declaring that Bavi works.

  • Reply to

    Trial Data

    by rabies_00 Apr 20, 2016 3:35 PM
    dr.vinmantoo dr.vinmantoo Apr 21, 2016 9:00 PM Flag

    Oh the irony of a poster calling other posters morons when he can't grasp a simple statement. The is what I wrote.

    {{No, the pumpers need to stop fawning over a PR which carries zero weight and stop denying that Sunrise is not only merely dead, but most sincerely dead. }}

    The is what Jeff wrote.

    {{Just to be clear on your position, are you saying Bavi is completely "dead" or just with chemo combo's? If the former, you are saying that it will absolutely not help with I/O? Just want to know if you are just a doubter, or a complete moron.}}

    I only posted about Sunrise. Are you so stupid that you can't recognize that, or simply so much of a pumper that you can't face reality? My comments have been accurate and specific but you, like most PPHM pumpers, can't accept the reality that Sunrise is dead so resort to name calling. Why not post any comment where I have said something even remotely inaccurate? You can't because you a moron lashing out. I have news for you, name calling won't help PPHM get out of the hole is has dug for itself.

    {{You may have a case with chemo combo being somewhat dead, but in no way is I/O combos dead....that apparently is where Bavi can and will likely shine...imo and in other very smart person's opinion.}}

    No, it isn't that I MAY have a case. My case is very solid as Bavi + DOC is dead, dead, dead. PPHM has stopped all those trials. What more evidence do you need.? As far as combinations with immune modulators, that is field and growing more and more crowded each day. Companies with big money are using combinations of drugs they own, and where each drug on its own has shown efficacy on its own so they are looking for synergism. There is ZERO clinical data for Bavi having good efficacy as a single agent and ZERO clinical data for Bavi in an combination with an immune modulator. Yet for some reason you are confident it will shine. No FUD for you like there is none for other pumpers. Good luck to you. You will need it!

  • Reply to

    Trial Data

    by rabies_00 Apr 20, 2016 3:35 PM
    dr.vinmantoo dr.vinmantoo Apr 21, 2016 12:20 PM Flag

    {{Dr Pepper and others seem to be hung up on some childishly perceived notion that complete trial data should be released prior to the conclusion of a trial. WRONG! It would be highly unethical to release full figured results during a first look in PR. }}

    You have got to be joking. Releasing an analysis of the data at first look-in is certainly NOT unethical as the trial is over. What IS unethical is longs fawning over the PR then claiming it that they have no doubts or worries because it proves Bavi works, and that the Sunrise data will be the basis for FDA approval when the FDA throws out the control arm. What kind of morons ridicule FUD (fear, uncertainty and doubt) after a flameout as spectacular as Bavi just experienced? No, the pumpers need to stop fawning over a PR which carries zero weight and stop denying that Sunrise is not only merely dead, but most sincerely dead. If they want to point to the PR as proof of how wonderful Bavi is, then they need the data to back it up or #$%$.

    {{The press release was done flawlessly and Peregrine continues to flaunt the link to it on their home page. }}

    Of course PPHM has that PR on their web site. They have nothing else to say. The press release is a piece of fluff with no data, but is designed to try make appear to uninformed investors that the failed Sunrise trial it isn't an utter and complete failure. Apparently that tactic has worked on you, and a few others. By the way, the PR is vague and has lots of wiggle room in it since it contains NO data.

  • dr.vinmantoo dr.vinmantoo Apr 19, 2016 12:25 PM Flag

    Bungler didn't like my comment so poster this response

    {{It's very simple. What does "perform as expected" mean, other than perform according to the trial design, such that if the control group also performed as expected according to the trial design, there would be grounds for approval?}}

    I followed with this post, which was deleted but then restored after my challenge.

    {{What does perform as expected mean? If they thought the MOS would be 12 months and it was 11.5 months would that qualify? What about 11 months? What about 10.5 months? What is the cutoff for performing as expected vs not performing as expected?

    More to the point, PPHM didn't have a good estimate for how Bavi would perform because the phase II 3m/kg was for only 20 patients, and that was skewed by several patients being lost to that arm. At best PPHM had a only a rough estimate of how Bavi would perform.

    As far as the wondrous PS pathway that some keep touting, I sure hope you don't place all your eggs in one basket, especially the PPHM basket. The smart move would be to invest in multiple companies involved in immune modulation, including those in the PS pathway.

    By the way, MDVN is now my largest position since the run up on the buyout buzz. I was lucky enough to buy more a months or so ago in the $30s when all biotech was being slammed. PGNX has surged to second place.}}

    I added the MDVN comment because someone mentioned it on the board. I should have just stuck to MDVN since that was on the board for some reason but I got carried away as both MDVN and PGNX have been going up.

  • This is the PPHM press release on their web site.

    [quote]The interim analysis showed that the bavituximab combination group is performing as expected according to the original trial assumptions in terms of overall survival, while the docetaxel group is dramatically outperforming overall survival expectations based on the original trial assumptions and as compared to recently published studies.[/quote]

    Bungler and CJdaddy keep clinging to the PPHM PR and tried to dismiss my comments that we don't know what that means and that is give PPHM a lot of wiggle room. Bungler wrote.

    [quote]I demonstrated why your questioning based on "no data provided" does not survive scrutiny. You did not dispute this but instead simply repeated what you said before. There was absolutely no "wiggle room" in what the company reported as both CJGaddy and I demonstrated.[/quote]

    I tried to explain in two posts why there is so much wiggle room and why the lack of precise data is the issue, but my second post was deleted. I got challenged it and it was restored. Below is my post #1..

    {{No data provided means no data was provided by PPHM. How many weeks different from the control arm of a FEW recent PUBLISHED studies will be enough for them to say the DOC was better than seen? One week, two weeks, three weeks? There was NO data provided and the language used gives plenty of wiggle room. Believe what you like, but that is the reality.

    If Sunrise was the victim solely of an unusual or astounding never seen the likes of before out performing control arm, why in the world would PPHM have stopped ALL their Bavi + Doc trials, instead of going full speed ahead ALL of them? Explain that! In my view, those actions speak far louder than all the chatter and hand-waving longs have posted on this board about how unlucky or sabotage prone PPHM is.}}

  • dr.vinmantoo dr.vinmantoo Apr 16, 2016 3:23 PM Flag

    {{Your trying too hard vin man...You will not get me or other longs to relinquish our sh.}}

    First of all , it is "you're" not "your". Second, I don;t care what you do in terms of buying or selling PPHM or any other stock. I do care about the truth and that is why I have posted on PPHM yahoo and IHub boards. I despise those who shamelessly pump and lie. It am only posting the truth, which people like you can't handle. I didn't mention whether PPHM has a shot because of a role as an immune-modulator. I focused on Sunrise and the undeniable reality that it is dead. You want to make it into something else.

    {{Now I have a life to live, if you will excuse me.}}

    Have a great day, a great weekend and a great rest of your life. I will do the same. One word of advice, try not to avoid reality because it is unpleasant and because you hoped for a different outcome. You are not Dorothy in the Wizard of Oz wishing for something while wearing Ruby Slippers.

  • Reply to

    IHub

    by jnj1223 Apr 16, 2016 1:49 PM
    dr.vinmantoo dr.vinmantoo Apr 16, 2016 2:46 PM Flag

    Ha, ha. I do post on IHub but the shameless pumpers immediately delete my posts. I sometimes post here so that my comments don't get deleted merely because they counter the fictions being promulgated on IHub.

    North40000 wrote this in his attempt to paint PPHM in a rosy light.

    {{{I'd say the meat on the bone began with Stanford and UCSF and a coincidence that Memorial Sloan Kettering picks up $250 Million from Sean Parker ? I doubt it... and you guess correctly, PS Targeting at play within UCSF, Stanford and MSK...etc..etc}}}

    I responded with;

    Parker is NOT giving the money to Memorial Sloan Kettering alone, and the money is certainly not focused on PS or Bavi. Having someone outside the scientific research community donating significant sums of money is great and welcome news, as it the so-called moonshot by the US government. It will slightly help ease the burden that researcher have on raising grant funds.

    However, I think it says more about how naive these donors are when they talk about how they will revolutionize research and dramatically improve collaboration among scientists. It think it was Paul Allen, the INTEL big shot who waded into the prostate cancer field with donations. He was critical of the research methodology, saying his donation would revolutionize treatments along the lines of what they did at INTEL to continually improve integrated chips. It was truly naive statement as with chips, you are dealing with well defined laws of physics. With cancer, we are dealing with our best guesses at the time, but we are fully aware there is so much we don't know. MicroRNA regulation was unheard of about 10 years ago but is now considered as part of a major cellular regulatory mechanism, not just in cancer and cell division, but in development and cellular homeostasis. It is also clear that cancer cells have multiple mechanisms to bypass and adapt to disruptive strategies.

  • dr.vinmantoo dr.vinmantoo Apr 16, 2016 2:33 PM Flag

    Lucy, see there is your problem in a nutsthell. You deny reality on several issues.

    {{vinmantoo, I do not see only black and white as your question directs me to! }}

    What you see or what to see is irrelevant. It IS a black and white picture. Sunrise is dead as the trial has been stopped at the first futility analysis. PPHM will continue to monitor those who were treated as is tsanrd for stopped trials, but that won't change the reality of the trial being dead.

    {{Firstly, what retail sh holder would want to be called "ignorant and shameless pumper" I would say none to answer that question.}}

    Whether one likes it or not, that is what one is if they continue to spew the fiction that Sunrise is not dead. I don't call you an ignorant and shameless pumper, I asked if you would join their ranks by spewing the fiction that the Sunrise trial is not dead.

    {{Secondly, I will admit to being a long, but certainly NOT hurting and not even on paper.}}

    Losing money hurts everyone, but to varying degrees depending on how much money you can afford to lose vs how much you have already lost on PPHM.

    {{ Average down, you've heard of that and that is my choice.}}

    Do whatever you like. It is your money.

    {{And as far as "suffering loss" I will never be in this category! WHY, because I see more then black or white. It's your choice to NOT open your eyes to the prismatic panoramic view. Choose to be drab and jaded and you will never see what you truly possess.}}

    More power to you if you have so much money that you can lose as much as you like on PPHM and not blink an eye. Are you related to Warren Buffett? The rest of your comment is truly laughable, and smacks of delusion. I look at trial results with a calm, rational and realistic eye. You think your wishes and hopes are what matter. Get real.

  • dr.vinmantoo dr.vinmantoo Apr 16, 2016 2:22 PM Flag

    This is what passes for offensive and immediately deleted on IHub. The pumper king North40000 posted this nonsense.

    [quote]"a failed phase III"? Study is continuing or ongoing, not recruiting more participants. Ethics requires following those who have not evented or otherwise disappeared.[/quote]

    I wrote the truth, "The Sunrise trial is as dead as can be. PPHM can continue to monitor those who were treated in the trial, and people who were treated with Bavi were given the option to continue being treated. That is it. The trial is, dead, dead, dead. This is basic biotech investing 101 so any failure to accept that reality is very telling. Whether or not you feel than Bavi has some life left in it as part of some immune modulation combination is a completely separate issue. "

  • dr.vinmantoo dr.vinmantoo Apr 16, 2016 1:35 PM Flag

    Lucy, there is a very basic test that will show whether you are an ignorant and shameless pumper, or merely a long who is hurting because they suffered financial loss by the latest PPHM price drop.

    Is the Sunrise trial dead?

    Yes or no?

  • dr.vinmantoo dr.vinmantoo Apr 14, 2016 7:51 PM Flag

    He is either a lying pumper or a clueless idiot. Of course he could be both. The clown is arguing Sunrise didn't fail, Bavi + chemo isn't dead, and most amazingly, that PPHM is in better shape now than in 2012 before the botched Bavi phase II trial.