Recent

% | $
Quotes you view appear here for quick access.

Seattle Genetics, Inc. Message Board

fib1_1_2_3_5 6 posts  |  Last Activity: Jun 9, 2016 7:51 AM Member since: Dec 8, 2000
  • fib1_1_2_3_5 fib1_1_2_3_5 Jun 9, 2016 7:51 AM Flag

    AFAIK:

    . If you have sold the stock, it is a cap gain in the year you get the check.

    . if you have not sold the stock, it adjusts the basis and will factor in when you sell.

  • Reply to

    BIN data reveal

    by nptimothy May 19, 2016 1:12 AM
    fib1_1_2_3_5 fib1_1_2_3_5 May 19, 2016 9:33 AM Flag

    Clarification.

    The 5.5 vs 1.6 data is in the N=85 subgroup who had 1st line immo agents, not the ITT population. This is important because one would expect such to be almost all prior treatment in the future. This should certainly help uptake once approved.

    Also, all the listed subgroups were solid on PFS.

    ORR came in at 15% vs 7%.

    The preliminary OS was trending at an HR of .81, kind of "meh", hopefully this number can improve a bit with age.

    Submission next month. Hopefully a fast turn by the FDA might see an approval by about EOY (ok, I know one should never expect such).

  • fib1_1_2_3_5 fib1_1_2_3_5 May 2, 2016 3:04 PM Flag

    The '8689 trial is single arm.

    PFS can be used (in some indications) with a controlled trial because one can compare X months to Y months and see how much better the new drug is.

    In a single arm trial, what does PFS mean? Is 8 months good? Bad? Who knows? Historical comps are meaningless, so there is no becnhmark.

    An approval based on a SINGLE ARM trial with PFS would be total BS. And such in the US/EU/Japan would simply never happen.

  • fib1_1_2_3_5 fib1_1_2_3_5 May 2, 2016 1:38 PM Flag

    Admittedly I do not follow the S Korean drug development scene, but this sounds like a bunch of nonsense.

    . The trial closed enrollment a few months ago, and the primary endpoint is +12 months. So early next year for data, and that is what is posted.

    . PFS for a single arm trial would not be considered for approval by any legit body. Basic issue is that one can not compare time based data to historical norms, and w/o such there is nothing to go on.

    . Changing the N well into an open label trial is more than a minor problem.

    Oh, the drug might well be approved over there. But this would say more for Hanmi's family ties than the strength of clinical evidence.

  • fib1_1_2_3_5 fib1_1_2_3_5 Apr 6, 2016 11:18 AM Flag

    Those who continually mouth inane comments about hedge fund manipulation and naked shorting should probably stick to investing in large diversified funds.

  • Reply to

    Class action documents

    by rosemountbomber Mar 27, 2016 5:14 PM
    fib1_1_2_3_5 fib1_1_2_3_5 Mar 28, 2016 10:43 AM Flag

    My understanding is that a settlement/award would be treated as a reduction in basis. If you have already sold the stock, it would be a long term cap gain (well, actually the term would be from purchase to receipt of cash, but these things aways take years).

    As far as the Fusilev shortage issue, you have to be joking. Fusilov sales spiked when the generic racemic mix had supply shortages. Did anybody really believe Raj when he said they would not return to normal upon resolution of the supply issues? Never short SPPI, but I did sell out that fall for exactly this reason.

SGEN
37.59-2.48(-6.19%)Jun 24 4:00 PMEDT