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Seattle Genetics, Inc. Message Board

fib1_1_2_3_5 18 posts  |  Last Activity: Sep 2, 2015 11:05 PM Member since: Dec 8, 2000
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  • Reply to

    Typo: I respect real Bears

    by te_st_5674 Sep 2, 2015 5:57 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Sep 2, 2015 11:05 PM Flag

    I often see selling naked calls as the best way to play the dark side. Put the ask up and hope somebody takes it.

    For the record, I am long TRVN. I did sell about 40% on the move, as I always do.

  • Reply to

    Why did I short This!!?

    by caym782 Sep 2, 2015 2:27 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Sep 2, 2015 7:51 PM Flag

    I will reply to both you and jk at the same time.

    Saying "these companies" really misses an important point. Small cap dev stage bios can be divided into 3 groups. Complete scams, crapshoots and those are risky.

    Simply separating the scams from the rest helps a for an investor. Almost impossible to short most of the true scams though, and the synthetic shorts are expensive.

    Separating the crapshoots from the decent (but still very risky) companies can make this a very good casino. Difficult though.

    In this case though, TRVN clearly took a big step up that ladder. It is truly a more valuable company today that last week.

    To simply say "these companies" misses the point.

    BTW, I do think almost all these moves are initially overplayed. Even on solid legit good news there will a pop followed by some retrace. But that is a fast swing trade issue, and not what both of you are saying.

  • Reply to

    Typo: I respect real Bears

    by te_st_5674 Sep 2, 2015 5:57 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Sep 2, 2015 7:38 PM Flag

    There are very few real shorts on a board such as this. And there are even less who are trying to convince people to sell.

    The vast majority of "strong sells" are simply trolls. Likely just message board kiddies who get their kicks by these type posts.

    Shorting this space as an individual is a very tricky game. I was doing a good bit of such in the 2000 tech bubble. Despite a market that was IMO even more overvalued, I almost got my #$%$ handed to me twice (both times I was dodging a margin call when I had a plus cash position a short time earlier).

    One could be short a package of 10 stocks that go to zero one year later, but be out of the game before that happens.

  • Reply to

    Forest Laboratories Holdings Ltd

    by boardwalk97 Sep 2, 2015 12:17 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Sep 2, 2015 3:42 PM Flag

    Activis / Allergan / Forest Labs / Watson are all the same thing now.

    They are in for the acute heart failure drug. Will likely know this winter/spring if that is a go for further trials (which would imply milestones ... )

  • Reply to

    NEMO trial

    by dcaf7 Aug 31, 2015 11:13 AM
    fib1_1_2_3_5 fib1_1_2_3_5 Sep 2, 2015 8:15 AM Flag

    They completed enrollment late August so the updated primary date is not unexpected. Just a tweak to a previous estimate.

    That last follow-up date looks odd, and I would not be surprised if it is simply a mistake. The primary and most all secondaries show the estimated date as 26 months past first patient (which is Sep) but the OS secondary is 5 months after that. Additionally, they almost always want to follow every patient for some period of time for AEs.

    Mistakes on this site are not uncommon, and the estimated dates can be near random at times.

    Would really be nice to hear a stat sig result in a couple months (as a P3, it can take a while to verify the dataset before analysis).

  • Reply to

    For people needing a Tummy Tuck , good news

    by palosparkflash Aug 31, 2015 5:21 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Sep 1, 2015 10:45 AM Flag

    It is designed for all moderate to severe post op pain.

    The reason why the 2 trials used bunions and tummy tucks was just to get a consistent set of patients to compare across arms.

    And yes, the entirety of post-op pain is a quite large market.

    Spitting out "pump dump" when you have not the slightest clue what the product/market is shows you are just one of those clown trolls who come around on sudden stock moves.

  • fib1_1_2_3_5 fib1_1_2_3_5 Aug 31, 2015 7:15 PM Flag

    Looks solid to me. Some had thought this might be the more difficult of the 2 P2s, and it came through solid (from early data).

    With self titration you are expecting about the same on efficacy (the patient will push the button more often if in pain). And it did such in both arms. And the AE profile was clearly had better.

    REALLY impressed with that .1 mg arm that a certain bull over on SA had already decided to be a failure.

  • Reply to

    A serious question about SPI-1620

    by iome70 Aug 28, 2015 3:25 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Aug 31, 2015 9:25 AM Flag

    Assuming clinicatrials.gov is correct (which it usually is for recruitment status) they started enrolling the NSCLC P2 trial 5/13 and stopped 2/14. That is not very long.

    Before they could start enrolling the full 2B (200 randomized patients) they would have had to enroll the 27 patients in the 2A portion, treat them and get data. That sounds like a year or so easily.

    I would find it difficult to believe that they ran the 2A portion, then recruited 200 more patients all in 9 months.

    So yeah, sounds like the 2B was never launched.

    Do have that billary trial FWIW.

  • fib1_1_2_3_5 fib1_1_2_3_5 Aug 27, 2015 9:32 PM Flag

    I have no respect for Raj's CEO style.

    I also have no respect for your racist attitude.

  • Reply to

    I Just Called Mannkind

    by kevinmik Aug 25, 2015 2:11 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Aug 25, 2015 3:20 PM Flag

    That info is in the SEC filing, so I have no idea why they do not answer you.

    Aprox (i forget the exact numbers)

    8M worth were converted.
    33M worth were paid off
    15M worth were rolled to 2018
    35M worn were rolled to Set '15 under the ongoing conversion deal.

  • fib1_1_2_3_5 fib1_1_2_3_5 Aug 20, 2015 7:49 AM Flag

    Now how I read the trial description.

    The patients will be randomized prior to TURBT, so the bleeders will still be in the ITT population. If a patient is randomized to the Apaz arm, and is a bleeder, they will recommend the doctor not treat with Apaz. But these patients would still count under the Apaz stats because that is how trials work.

    It is basically the same as in any trial when patients discontinue the trial drug. They still count in the stats because they reflect how the drug will actually be used in the real world.

    Also, that p=.001 number is very retrospective and means little.

    That said, if the blood effect is real I would think the new trial has a decent chance of working. We will know in 3-4 years?

    dcaf, of course size matters. But 2 year recurrence vs recurrence rate? I would expect a better P off the recurrence rate (which I would take to be log-rank of the K-M curve) as it has more data to work on. Not really certain though and might dig around.

  • Reply to

    From today's announcement

    by dcaf7 Aug 17, 2015 9:00 AM
    fib1_1_2_3_5 fib1_1_2_3_5 Aug 17, 2015 9:10 AM Flag

    It would certainly not surprise me to see the FDA not approve the NDA to be submitted on the 2 older studies, regardless of the progress of the new study.

    But the quote you posted does not say that. It is clarifying what a SPA is in general. It is generic standard boilerplate material.

    Here is the full paragraph:

    About Special Protocol Assessments

    A Special Protocol Assessment is a written agreement between a Sponsor and the U.S. Food and Drug Administration on the design, execution and analysis for a clinical trial that may form the basis of a new drug application, or NDA. Final marketing approval depends upon the efficacy results, safety profile and an evaluation of the risk/benefit of treatment demonstrated in the Phase 3 clinical program.

  • fib1_1_2_3_5 fib1_1_2_3_5 Aug 7, 2015 12:02 PM Flag

    Superiority in this context is a statistics term, not a clinical term. It is quite possible for a drug to be stat superior yet not clinically better (see Zevalin). It is also possible for a drug to be only non-inferior yet clearly clinically better,

    We really need to see the whole enchilada before we know the degree to which 2012 is clinically the better drug.

    I am glad they are getting a SPA for the 2012 trial. That was always going to be slightly tricky design, and it is a hell of a lot better seeing the FDA sign off on it than seeing Raj do such.

    I still could care less about Apaz.

  • Reply to

    UH OH Caveman....we have another answer

    by baronm1234 Aug 6, 2015 5:13 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Aug 6, 2015 6:02 PM Flag

    I would certainly not expect results in 2016. I would be happy to see a trial started by end of year.

    And that 90% power for NI and 80% for superiority seams weird to me. It would seam to imply a small NI margin, but why would SPPI try to push that? A larger margin would certainly make it easier for the trial to work.

  • Reply to

    Stock repurchase

    by bdj82 Jul 29, 2015 3:13 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Aug 3, 2015 10:10 AM Flag

    As of June 30, DL completed the $2B share buyback started in 2014. This totaled about 44M shares.

    They have just recently authorized a new $5B buyback to complete in '17 (I think).

    The numbers only come out quarterly (go to the 10Q/K and search for "repurchase"). If you really did mean a real time number, I am not aware of any such data.

  • Reply to

    LOL over on IHUB.

    by fib1_1_2_3_5 Aug 2, 2015 8:16 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Aug 2, 2015 8:30 PM Flag

    Well, finally one PPHM long, BioBS, weighed in against the venom. BDU also was anti, but he a vocal short so does not count.

    i would be certain that MD2512 also would be strongly against such, especially as the group attacked him for trying to be reasonable.

    Curious where the others on that board will stand on this disgusting behavour.

  • fib1_1_2_3_5 by fib1_1_2_3_5 Aug 2, 2015 8:16 PM Flag

    Three "respected" posters are having a love fest calling for PPHM non believers (or even partial doubters) to die of cancer.

    Started with volgoat:

    "i'm waiting for the day DEW gets cancer, will be a great day. :)
    and all others that bash cancer companies. Karma is a beotch.
    a slow painful death would be the best case scenario:"

    And supported by eb and couch..

    Curious is wookie will weigh in over here (I assume the IHub posts will soon be gone).

  • fib1_1_2_3_5 fib1_1_2_3_5 Jul 13, 2015 11:41 AM Flag

    I would think the primary endpoint (OR) is already well established and the secondaries are reasonably mature (17 months since last enrollee).

    The timing here slightly puzzles me. I would have thought they would have planned to release the primary OR data months ago, and update PFS/OS as time when by.

    Regardless, agree that we should have data soon.

SGEN
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