yes I will be surprised if this doesn't pass. You can't be a doc and sit there and listen to twelve patients on Natpara who say it has changed their lives and not take that into consideration!
I may be completely wrong, but I'm getting the feeling this will pass, maybe not an overwhelming majority, but enough. They may be required to do another study to determine optimal dose and dosing regimen, but I've got my fingers crossed that they can do this after approval.
yes. Insufficient data on osteosarcoma after only 2 years when patients will be taking for a lifetime. Another said there could be a registry for cases. This is an addressable concern
So I just read all of the live tweets. Certain panelists don't like the lack of a strong PK/PD model, and are wondering whether a different dosing regiment should be tested. Some are concerned about CKD from hypercalcemia. NPS didn't do a terrific job in study design, but the most impactful discussion so far has been the 12 who testified in favor of the drug. One panelist said "this drug is doing something different than vit D and Calcium". At this point my hope is that they do not vote it down on hopes for another study. While there is no question certain aspects of this need to be refined, I think the benefits outweigh the uncertainties.
This isn't going to sell off and if it does it's coming right back. Cramer isn't bothering with the science on this, or the history - he's simply saying it has a 500% gain already so don't speculate here. The reality is that 3102 I worth more than the current market cap ON ITS OWN!
Sentiment: Strong Buy
I threw in the towel for now. With a third of the shares shorted, and with a longer-than-planned turnaround - this isn't going anywhere. There are better uses of funds than this, at least for the next three months!
derrick has no clue why he's bearish. I think drrick911 is a spambot. RPC-1063 is the best drug to come along in years in the MS space.
yes that is what it means. Adverse effects happen in diseased patient populations. when there is no statistical difference in their incidence or prevalence between the drug and placebo, then the drug is not responsible for caused more of them than the population in question would have anyway.
the revenue drop was less this quarter than last, margins are getting better, fall will do better, all is ok.
yes you did call it propain! Looks like we finally turned the corner and the shorts capitulated. I wonder when the buyout offer will come - this month, October, or November? Hmmmm. (OT- check out Receptos. Yes, it's a shameless plug for my new largest position - a best in class MS drug! :-))