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Ensco plc Message Board

fields59 5 posts  |  Last Activity: Jul 15, 2014 4:42 PM Member since: Dec 31, 2008
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  • Reply to

    Value of ANAC

    by earljr1 Apr 16, 2014 12:02 PM
    fields59 fields59 Jul 15, 2014 4:42 PM Flag

    I guess what I would say is doctors respond to evidence. If there really is a new miracle cure out there, it will be tested and proven to work in well-done, randomized controlled studies. At least for me, that's what it takes for me to prescribe something to my patients. Until such studies are completed, I wouldn't worry too much about the market being stolen away by an over-the-counter medication.

  • Reply to

    Value of ANAC

    by earljr1 Apr 16, 2014 12:02 PM
    fields59 fields59 Jul 14, 2014 4:02 PM Flag

    What is the active ingredient in True Lipids? That's what I saw in my review of their cream but I may have been looking at just one particular formulation.

  • Reply to

    Value of ANAC

    by earljr1 Apr 16, 2014 12:02 PM
    fields59 fields59 Jul 11, 2014 10:42 PM Flag

    Eh I wouldn't worry too much about white petrolatum (the active ingredient in True Lipids). It's been around forever, True Lipids is just a new brand name. Barriers / emmoliants are an important component eczema treatment but steroids / anti-inflammatories are what really decrease inflammation. Anecdotal experience is powerful but ultimately misleading.

  • April 5, 2013, on this very board:

    "HPTX's MAMXIMUM revenue wll likely be only 30 million dollars since it WON'T be able to charge more than what already available drugs cost because ravicti so far can only claim NON-INFERIORITY..."

    May 6, 2014, from the HPTX website:

    "BRISBANE, Calif., May 6, 2014 (GLOBE NEWSWIRE) -- Hyperion Therapeutics, Inc. (Nasdaq:HPTX) today reported net revenue of $19.5 million for the first quarter of 2014 from the sales of its two products for the treatment of urea cycle disorders, RAVICTI® (glycerol phenylbutyrate) Oral Liquid and BUPHENYL® (sodium phenylbutyrate) Tablets and Powder."

    So that $30 million max revenue is now looking closer to $80 million and they're still adding new patients. For some added hilarity look up his posts from the board for OMER, a stock up 167% in the last 12 months. Oops!

  • Reply to

    Value of ANAC

    by earljr1 Apr 16, 2014 12:02 PM
    fields59 fields59 Jul 9, 2014 9:03 PM Flag

    earljr, I actually own ANAC but just bought a little based on a stock screen without looking much at the pipeline, etc. It's been a good buy as I've held since 8/2013, but I have to agree - Kerydin looks pretty weak. Safety profile doesn't mean much when just 6.5% (first trial) and then 9.1% (second trial) of patients meet the primary endpoint. I agree that the company's future hinges much more on the eczema and atopic derm drug, AN2728. I'll probably keep holding for now but am not holding my breath that sales of kerydin will do much for ANAC.

    Sentiment: Hold

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