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Vical Incorporated Message Board

dumsani79 6 posts  |  Last Activity: Jun 20, 2014 7:15 PM Member since: Apr 20, 2000
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  • dumsani79 by dumsani79 Jun 20, 2014 7:15 PM Flag

    I think much of the consternation over Sovaldi's price is related to the fact that most people don't expect a serious disease to actually be cured. They are so use to disease being managed that a cure is beyond their imagination. Many drugs are more expensive than Sovaldi and Congress says nothing. Soliris by Alexion cost over $400000 per year and is not a cure. Elaprase is $375000 per surviving year and Naglazyme is $365000. Of course, these drugs aren't addressing a population anywhere near as large as HCV. I am disappointed that Gilead decided to cease their partnership with BMY on a combo that cured almost 100% in 4 weeks back in 2012. It looks as though this partnership is back on and I hope so.

  • AF predicted that Gilead would run into trouble in 2013 and "close in the red". I owned Gilead all year and it went from about $38 to upper $70's. AF has absolutely NO training in biology and/or pharmacology and/or virology, and/or any life science that is in his bio. He was in real estate before joining the Street. Even a blind squirrel finds a nut every now and then. He may be right about Inovio but I certainly would not make a decision based on his opinion only.

  • dumsani79 dumsani79 Jun 11, 2014 11:18 AM Flag

    I see where Dr. Lee has declined an invitation to have dinner with AF. I would have gone and made it a very unpleasant evening. AF may be correct but coming to the conclusions that he does while reading only 'tea leaves' and parsing words is very, very unprofessional.

  • dumsani79 by dumsani79 Jun 10, 2014 5:52 PM Flag

    Adam F could be right but his accusations against the Inovio CEO are very serious. If AF is correct then Dr. Lee may be in trouble. If AF is wrong he may be in trouble. The First Amendment is not all encompassing. Anyway, we will know in short order. I hope the results are positive for the sake of the shareholders and people that might benefit.

  • Reply to

    German response

    by slipwnwt69 May 2, 2014 9:38 AM
    dumsani79 dumsani79 May 2, 2014 12:21 PM Flag

    The Germans just said that they don't think Sovaldi works well as brake fluid. That should send the stock down another couple of bucks.

  • Reply to

    German response

    by slipwnwt69 May 2, 2014 9:38 AM
    dumsani79 dumsani79 May 2, 2014 12:15 PM Flag

    I have never heard that Sovaldi was a cure for liver cancer. This is a new one but there will be more negative stories. Whether it's Express Scripts and their short-sighted and, based on their objectives as expressed on their web site, hypocritical views or whether it's some German doctors claiming that Sovaldi doesn't do something it never claimed to do, or whether it's Congressmen leaking information to the press to make it appear they are on the side of the little man, there will be stories to drive down the stock price. If you believe in the science and the sales estimates, stay long. If you don't then sell. But don't let stories like this change your investment goals or you will be trading all day long.

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