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Isis Pharmaceuticals, Inc. Message Board

equityvaluation 12 posts  |  Last Activity: Sep 16, 2014 10:05 PM Member since: Sep 12, 2005
  • equityvaluation equityvaluation Sep 16, 2014 10:05 PM Flag

    As of 8/11/14, GSK owns 30748723 shares of THRX which is almost 27% of the outstanding shares.

    Sentiment: Buy

  • equityvaluation equityvaluation Sep 16, 2014 7:18 PM Flag

    Auxilium received an unsolicited buy-out offer after the close today and the stock is up 50%! It's just a matter of time before THRX gets taken out IMO!!!

    Sentiment: Buy

  • equityvaluation equityvaluation Sep 16, 2014 7:07 PM Flag

    sometimes it pays to buy and hold!

    Sentiment: Buy

  • FDA gives green light to Baxter's Hyqvia
    World News | September 14, 2014

    Kevin Grogan

    FDA gives green light to Baxter's Hyqvia

    The US Food and Drug Administration has approved Baxter International and Halozyme Therapeutics’ Hyqvia for the treatment of adults with primary immunodeficiency.

    The thumbs-up for Hyqvia (immune globulin infusion 10% [human] with recombinant human hyaluronidase) makes it the first subcutaneous IG treatment approved for PI patients with a dosing regimen requiring only one infusion up to once per month and one injection site. Baxter noted that the majority of PI patients currently receive intravenous infusions in a doctor’s office or infusion centre and current subcutaneous IG treatments require weekly or bi-weekly treatment with multiple infusion sites.

    Marcia Boyle, president of the Immune Deficiency Foundation, said that “since each person with PI responds differently to treatment, having options that meet these individual needs is critically important”.

    The approval is a major boost for Baxter and Halozyme given that the FDA rejected Hyqvia, then known as HyQ, in 2012. It was approved in Europe last year for the treatment of PI syndromes and myeloma or chronic lymphocytic leukaemia with severe seconday hypogammaglobulinemia and recurrent infections.

    Baxter intends to launch Hyqvia in the USA in the coming weeks.

    Sentiment: Strong Buy

  • equityvaluation by equityvaluation Aug 11, 2014 8:07 PM Flag

    GSK buys 172651 shares of THRX in the open market today!

    Sentiment: Buy

  • GSK sees great value in acquiring shares at these depressed levels, a complete takeover bid is not out of the question especially in light of the pressure on Sir Witty (see wsj article out today)

    Sentiment: Buy

  • At CVS BREO was removed from the CVS Caremark formulary exclusion list and will be available at Tier 3 without restriction effective January 1, 2015. Express Scripts, BREO will move from Tier 3 to preferred Tier 2 unrestricted position in the Basic Formulary starting in 2015, but unfortunately has not been included in the National Preferred Formulary. These recent wins represent significant increase in total patients covered for BREO. [...] At CVS Caremark, ANORO will move from its current Tier 3 non-preferred position to a preferred Tier 2 unrestricted position effective October 1, 2014. At Express Scripts, ANORO will move from its current Tier 3 non-preferred position to a preferred Tier 2 unrestricted position on the National Preferred Formulary and the Basic Formulary effective August 1, 2014. [...] With regard to the difference between Tier 3 and Tier 2, there are a number of pieces I think the biggest one out there is co-pays. Generally, Tier 2 is at a lower level of co-pays than in Tier 3. I don't know that I have any specific guidance around the percentage of patients on each one of those. I think in general when we look at this and we don't have very specific numbers for the number of lives that are covered by these accounts. We believe in the neighborhood of 20 million or so patients is on the Express Scripts' Basic Formulary and we believe in the neighborhood of 25 million or so patients is on National Formulary, so both of these pieces are very significant here. [...] I think overall the number of lives that we've picked up in the two leading PBMs over the last couple of weeks is going to be very meaningful for the business. (Source: Conference call transcript)

    Sentiment: Buy

  • equityvaluation equityvaluation Aug 7, 2014 2:23 AM Flag

    "I think the most important news coming out here today is just the absolute number of patients we’ve added and we are pretty pleased with that."

    Sentiment: Buy

  • equityvaluation equityvaluation Aug 7, 2014 2:18 AM Flag

    Michael Aguiar
    The news about CVS and ESRX makes the GSK update outdated.

    Michael Aguiar:
    "Yes, on the insurance side Ronny we haven’t given a whole lot of additional detail sort of on what the limitations are or the percentage of lives that are on unrestricted coverage. The only guidance that has been given to-date has been the guidance that GSK gave here at their last call about percentages of patients for both ANORO and BREO who had various levels of coverage whether it was commercial or part D. So they were looking at those on an absolute number as opposed to on unrestricted basis.

    The last -- as an example the last numbers that were given out here which clearly are dated at this point with the CVS, I can’t mark and express this data, but the last numbers that they gave for BREO were that 70% of part D lives at coverage and 50% of the commercial lives at coverage."

    Sentiment: Buy

  • equityvaluation equityvaluation Aug 7, 2014 2:12 AM Flag

    This from Rick (transcript at seeking alpha): "overall the number of lives that we’ve picked up in the two leading PBMs over the last couple of weeks is going to be very meaningful for the business."

    Sentiment: Buy

  • Anoro put on ESRX national formulary

    THRX reported favorable formulary updates for both Breo and Anoro at two leading PBMs (CVS and ESRX). Changes will take effect sooner for Anoro (Aug.1st for ESRX and Oct.1 for CVS) than for Breo (Jan.1, 2015 at both ESRX and CVS)

    .

    Sentiment: Buy

  • The cc presentation had a bullish tone. The management reported a further uptick in sales in the week since the GSK earnings report.
    In early August 2014, the two largest Pharmacy Benefit Managers (PBMs) in the U.S., Express Scripts and CVS Caremark, announced important product updates to their commercial formularies. CVS Caremark will move BREO® ELLIPTA® from its current non-formulary position to a Tier 3 unrestricted position effective January 1, 2015. Express Scripts will move BREO® ELLIPTA® from its current Tier 3 position on the Basic Formulary to a preferred, Tier 2 unrestricted position effective January 1, 2015.
    Also, In early August 2014, U.S. Pharmacy Benefit Managers (PBMs), Express Scripts and CVS Caremark, announced important product updates to their commercial formularies. CVS Caremark will move ANORO® ELLIPTA® from its current Tier 3, non-preferred position to a preferred, Tier 2 unrestricted position effective October 1, 2014. Express Scripts has moved ANORO® ELLIPTA® from its current Tier 3, non-preferred position to a preferred, Tier 2 unrestricted position on the National Preferred Formulary and Basic Formulary effective August 1, 2014.

    Sentiment: Buy

ISIS
45.00+2.63(+6.21%)Oct 24 4:00 PMEDT

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