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Genomic Health Inc. Message Board

frankyassissi 69 posts  |  Last Activity: Apr 26, 2015 1:47 PM Member since: Dec 4, 2009
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  • That's what Vin said. So they have already picked it. My money's on lupus. Can you imagine a good drug for that disease? There will be BP partners pounding on the door.

  • During the presentation, Vinny told the story of how IDRA got started on their aggressive gene-targeting. He said a BOD member (no doubt Baker) was at a presentation given by the guy who discovered the gene mutation. During the pres, the guy stated that he thought TLR's were the way to defeat the gene. That BOD member took it to IDRA who "took it and ran with it"...starting WM , DLBCL trials, along with Dermatomysositis and any thing else that carries it. The diagnostic tool collaboration for the gene with Abbott was a brilliant early move.

  • frankyassissi by frankyassissi Feb 25, 2015 11:51 AM Flag

    With regards to GSO, there is plenty of room outside of oncology where 3rd gen will work miracles. Milano said they will consider licensing opportunities down the road, but that the bottom line is that they intend to build, own, and operate on their own. He also stated IDRA has all the pieces --- brilliant science with pioneers, best of the best investors, management with proven development and commercialization successes. He said some of that was lacking at Viropharm, and he was able to sell it anyway for 60/sh..

  • frankyassissi by frankyassissi Feb 25, 2015 11:57 AM Flag

    CEO called them VERY interested off ASH data. He described them as key members in critical development of not only oncology, but immuno-oncology. Don't over-analyze the collaborators label. It could mean a future partnership, but he said they were in discussions and expected to launch a Ph 1/2 trial in 6-9 mos with collaborator. So expect announcement a little earlier than that, perhaps ASCO.

  • Reply to

    Collaborators

    by frankyassissi Feb 25, 2015 11:57 AM
    frankyassissi frankyassissi Feb 25, 2015 1:15 PM Flag

    I'm with you on this one, MGM. Thanks for the input.

  • frankyassissi frankyassissi Feb 27, 2015 10:22 AM Flag

    You are correct, junk. 9200 is for broader condition with partner. Lupus fits perfectly.

  • Reply to

    mgm2020

    by commandoinchief72 Mar 1, 2015 10:05 AM
    frankyassissi frankyassissi Mar 1, 2015 10:44 AM Flag

    I agree with 19 this year. Holding for long-term target 35-50 inside of 3 years. 8400 will be commercialized by then, and GSO will be awaiting Phase 3 results for multiple indications. Also, 9200 will be mowing down Lupus with a partner.

  • Reply to

    pump n dump scam - stay away from this trash

    by ludwick.mark Mar 4, 2015 10:00 AM
    frankyassissi frankyassissi Mar 4, 2015 8:19 PM Flag

    Hi Brett, ya beauty

  • frankyassissi frankyassissi Mar 10, 2015 12:55 PM Flag

    IDRA will be even bigger and badder long run. Congrats to all ACAD longs. I sold out and over to IDRA.

  • Reply to

    shorts, what is your opinion

    by dopplerdaver Mar 12, 2015 8:48 PM
    frankyassissi frankyassissi Mar 13, 2015 10:12 AM Flag

    You won't hear anything more than catch phrases from daily short traders. The really dumb ones who hold their short position overnight will soon wake up to Breakthrough Designation status on the WM targeted oncogene. As we speak, patients in this trial who have tried EVERYTHING else, are having this gene annihilated. This translates to all diseases carrying this gene --- Burkitt's, DLBCL, Dermatomyositis, and more. There's a reason every manager, CEO, BOD member they bring on board immediately buys a million dollars worth of the stock. At this point, the shorts are our friends. When they knock it down, add large. It won't be under 5 long, and it will be a $50+ stock in 2-4 years.

  • Reply to

    ATT: Bob Doody -Idera Pharmaceuticals

    by idra2015 Mar 12, 2015 10:17 PM
    frankyassissi frankyassissi Mar 13, 2015 10:17 AM Flag

    Hilarious. I wish to remain unanimous as well. Let's take a vote and hope it's anonymous. LOL!!!!!!!!!!!!!

  • Reply to

    Doubting Thomases?

    by eduardohernandez92 Mar 15, 2015 12:33 AM
    frankyassissi frankyassissi Mar 15, 2015 10:03 AM Flag

    We are possibly less than a year from having patients as living testimony in WM trial. It is very specific gene that is being targeted. IDRA has spent millions in a partnership with Abbott to identify this gene in patients with DLBCL and other disorders. That's not something a smart management team would do if they didn't absolutely know the results IMO 8400 has on this gene. We will move significantly higher this year when WM breakthrough is announced.

  • frankyassissi frankyassissi Mar 15, 2015 10:16 AM Flag

    Jackie, good post. I agree the climb will start here soon. The company is seeing WM results because it's open-label. They have just lured in Goldman and JPM, and that takes not just great persuasion, but documented evidence of exceptional science. These 2 firms do not ante up for 2-3 point gains. They get behind companies that are soon-to-be hugely successful. Follow the money and follow the science. When you start seeing loyal retail longs throwing in the towel, it's time to load. I'm expecting upgrades soon, and WM breakthrough updates as early as ASCO.

  • frankyassissi by frankyassissi Mar 17, 2015 9:53 AM Flag

    20,000-200,000 blocks yesterday today. Get ready for a GS ride

  • "Collectively, these data support advancing IMO-8400 into clinical development for the treatment of DMD (Duchenne's Muscular Dystrophy) patients.".............IDRA is marching on. The word is spreading slowly but surely.

  • Reply to

    More accumulation

    by frankyassissi Mar 17, 2015 9:53 AM
    frankyassissi frankyassissi Mar 17, 2015 11:19 AM Flag

    None taken. GPRO peaked at 67 on earnings. Then got nailed hard from there. CERS will do good long run. IDRA will be the one that pulls a JAZZ/PCYC in the next 3 years. They've got it all. Don't listen to me unless it's IDRA :)

  • Reply to

    A.H. Mind games...

    by ranger43a Mar 17, 2015 6:23 PM
    frankyassissi frankyassissi Mar 18, 2015 3:08 AM Flag

    Yep. There were a couple large blocks last 1/2 hour, one for 150k shares. The AH is MM reconciling an earlier sell to fulfill the size of blocks like that. They see the whole board. In today's case, they took all the sells down to 4.25 and sold the accumulator 200k shares just like yesterday. Someone is buying large here and trying to stay quiet about it. Be interesting to see who the new holder is when 13g is filed.

  • "TLR9 agonists have demonstrated anti-tumor activity in combination with the checkpoint inhibitor ipilimumab, an anti-CTLA4 antibody marketed as Yervoy┬« by Bristol-Myers Squibb Company. In December 2014, we presented data at the American Association for Cancer Research (AACR) Tumor Immunology and Immunotherapy Meeting from a preclinical study in which IMO-2055 delivered intratumorally in combination with ipilimumab demonstrated potent and systemic anti-tumor activity"...."We intend to initiate clinical development of either IMO-2055 or IMO-2125 in combination with these checkpoint inhibitors by submitting an investigational new drug application, or IND, for, and initiating, the first of two planned Phase 1/2 clinical trials in the second half of 2015."..........boatload of trials this year with some astounding results already in.

  • "IMO-9200 for Autoimmune Disease. We have developed a second novel synthetic oligonucleotide antagonist of TLR7, TLR8, and TLR9, IMO-9200, as a drug candidate in clinical development for potential use in selected autoimmune disease indications. In October 2014, we initiated subcutaneous dosing in a Phase 1 clinical trial of IMO-9200 in healthy subjects. We have also initiated additional preclinical studies of IMO-9200 for a selected autoimmune disease."...........LUPUS = Cha Ching and a partner

  • frankyassissi by frankyassissi Mar 18, 2015 3:31 AM Flag

    "We are currently undertaking an analysis of oncology and rare disease indications for development of drug candidates from our GSO technology. Our key considerations in identifying disease indications in our GSO program include: strong evidence that the disease is caused by a specific protein; clear criteria to identify a target patient population; biomarkers for early assessment of clinical proof of concept; a targeted therapeutic mechanism for action; and unmet medical need to allow for a rapid development path to approval. We are planning to conduct disease model studies and begin IND-enabling development programs in each of the first two disease indications selected for further development in our GSO program in the second half of 2015.".........This management team is laser-beamed on getting everything right the first time. Hence, money backers like GS, JPM, BB, Fidelity, Blackrock, and whoever is accumulating this week.

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