Recent

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

Neurocrine Biosciences Inc. Message Board

goirish1776 14 posts  |  Last Activity: Mar 19, 2016 10:17 PM Member since: Dec 12, 2005
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Will Abbvie make a bid on NBIX if

    by frogsleapmerlot Feb 11, 2016 9:18 AM
    goirish1776 goirish1776 Mar 19, 2016 10:17 PM Flag

    LMAO...good luck with the short.

  • goirish1776 by goirish1776 Mar 3, 2016 9:11 PM Flag

    From Seeking Alpha Transcript
    2016 is looking to a very and even more exciting year for us as we built on our momentum…advancing our lead vaccine program Prophage into randomized trials including those in combination with checkpoint modulators, and very importantly securing additional strategic alliances and partnerships.

    [Question]…And then just in regard to the combination regimens that you’re talking about with both Prophage … And would that be your checkpoint modulators or would that be with someone else’s…

    [Garo] … And the answer to your question is both will be our strategy, meaning doing it both with existing marketed products as well as our own checkpoint modulators.

    [Question] Okay. And then in conjunction with proved CPMs, would that entail some kind of formal collaboration with the sponsors of those agents or…

    [Garo] So if we were to do it with an existing CPM, it would be a formal collaboration.

    Strategy -- wait for May data, collaborate, launch in Q3/Q4.

  • 1) Initiation of Phase 1 clinical trials for anti-CTLA-4 antibody candidate (AGEN1884; wholly owned by Agenus), and for anti-GITR antibody candidate (INCAGN01876, partnered with Incyte) in the first half of 2016.
    2) Initiation of Phase 1 clinical trials for one or more additional CPM antibody candidates in the second half of 2016.
    3) Initiation of a well-controlled randomized Prophage™ clinical vaccine trial in newly diagnosed glioblastoma patients in the second half of 2016.
    4) Initiation of Phase 1 clinical trial with our first ASV vaccine product candidate in the second half of 2016. Agenus’ ASV program targets cancer neoantigens with an autologous synthetic vaccine approach.
    5) Partner (GSK) filing for regulatory approval of its shingles vaccine candidate containing Agenus’ proprietary QS-21 Stimulon® adjuvant in the second half of 2016.
    6) Initiation of combination trials with Agenus vaccines and CPM antibody candidates in the second half of 2016.

    Will be interesting to hear what they have to say about #3.

  • Reply to

    I realize

    by amongooseamongus Feb 10, 2016 7:48 PM
    goirish1776 goirish1776 Feb 11, 2016 8:39 AM Flag

    I have been here a long time and am very, very long.

    The NDA for TD is supposed to be filed toward year end. Even fast tracked, it has to be 9 months give or take to approval (others may have a better sense). So you are looking at 18+ months. I think that's optimistic but maybe I'm wrong (by a few months more or less).

  • goirish1776 by goirish1776 Feb 9, 2016 2:09 PM Flag

    What’s going to move the PPS significantly this year (beyond any improvement in biotech generally)?

    I’m long, but I struggle to see what moves the needle any time soon. Let me be provocative so that others can shoot holes in the argument (please keep the simple-minded nonsense to yourselves). I’d appreciate a reasonable discussion.

    - QS-21 has been monetized, such that any news is great, but earnings have been pulled forward. Until there is clarity on speed and scale of royalties, I fear this program doesn’t help much.
    - CPA program is all PI, unless I’m missing something, which I might be. No one gives a *&*( about PI programs. PII results and beyond are typically all that matter.
    - Heat Shock could potentially move the needle a bit. Results due in May, give or take. If positive, what would that mean? Also, they’ve been talking about a partnership forever, so either potential partners are waiting for results or there is minimal interest.
    -
    So, it’s Prophage or nothing. And I say again, I’m long because the price is very compelling versus long-term potential, but the near-term is rough. Thoughts?

  • goirish1776 by goirish1776 Feb 3, 2016 11:13 AM Flag

    Nice bet.

  • Reply to

    We did good today

    by frogsleapmerlot Jan 15, 2016 4:33 PM
    goirish1776 goirish1776 Jan 22, 2016 12:24 PM Flag

    Appreciate the perspective (and the effort in responding).

  • Reply to

    We did good today

    by frogsleapmerlot Jan 15, 2016 4:33 PM
    goirish1776 goirish1776 Jan 21, 2016 2:51 PM Flag

    Saw that. Nice to see. What's your gut on any kind of partnership for Prophage? Are we going to be waiting until after more trial data? Or what?

    NBIX should be due a milestone payment sometime soon I think.

  • Reply to

    We did good today

    by frogsleapmerlot Jan 15, 2016 4:33 PM
    goirish1776 goirish1776 Jan 18, 2016 7:13 PM Flag

    Got it. I felt pretty good about the Elagolix call option. All indications were that the mechanism worked and that safety was there (bone loss would be minimal) based in the science. I just can wrap my head around AGEN's programs in the same way...not sure what to think. I bought some to get me engaged. Love how cheap it is, but can't figure out yet how much conviction to have (e.g., will they get a partner and if so, when; what's the situation with the INDs, etc.)

  • Reply to

    We did good today

    by frogsleapmerlot Jan 15, 2016 4:33 PM
    goirish1776 goirish1776 Jan 17, 2016 10:00 PM Flag

    Off topic...

    What do you think of AGEN down here frogs? I can't figure out what's going to get them out of the gutter any time soon with any kind of certainty, unlike NBIX 4-5 years ago, which seemed like it had a winner in Elagolix.

  • Reply to

    Merry XMASS To All

    by frogsleapmerlot Dec 24, 2015 10:49 AM
    goirish1776 goirish1776 Dec 24, 2015 5:56 PM Flag

    Happy holidays to you frogs. Appreciate your efforts. Best of luck in '16.

  • Reply to

    still going down another 80%

    by johnnys_meatballs Dec 3, 2015 2:39 PM
    goirish1776 goirish1776 Dec 7, 2015 6:58 PM Flag

    I prefer to do my gambling in Vegas.

  • Reply to

    still going down another 80%

    by johnnys_meatballs Dec 3, 2015 2:39 PM
    goirish1776 goirish1776 Dec 7, 2015 1:59 PM Flag

    Sure, investing when you don't have a clue about what you are investing in or against rarely ends well.

  • Reply to

    still going down another 80%

    by johnnys_meatballs Dec 3, 2015 2:39 PM
    goirish1776 goirish1776 Dec 7, 2015 1:37 PM Flag

    If you believe that, I'd short everything you can.

NBIX
45.58-1.32(-2.81%)Apr 29 4:00 PMEDT