The financial arrangements for erivage is not that unusual. It is just that the drug has not been selling well (yet). They get milestone payment for certain "checkpoints" up to 115 million plus they get a sliding scale of NET sales up to 10%. This is pretty standard as Genentech took all of the development costs and risks. It is not all that different than the reverse agreement with the IAP. Curis is taking risk and development costs so the actual payments are not that different. I think you will like the Google Board. There is one character that gets under people's skin, but he his harmless if he is ignored.
For several weeks the Google discussion link returns a 404 (no link) when clicked. Does anyone have an alternate method accessing it? I have missed much of the discussions.
I cannot access the Google board any longer. All I get is a 404-no link message. Have I missed something?
Just FYI, You may enjoy participating in discussion groups associated with the Google ticker. Most of the serious/informed participants have switched over. The link is in the bottom right hand corner when you pull up the quote page.
Thanks for sharing, but please post on the excel board. Not real interested in your day to day fluctuations on another stock.
Yes, I was afraid of that. I am a little concerned about sharing that much information as I really do not want any of my e-mail accounts "out there" What would keep some of the mentally imbalanced from this board transferring and hassling the new board and they would be armed with more information?
Hi Big, I was unable to respond to your Google message. For some reason it does not like the "cc" address regardless of what I try (checked or unchecked).
I certainly am game for the change. I do not post often, but follow and appreciate many of the comments. As I have mentioned several times before I am quite a long term holder and do not get to overworked about the oscillations. In fact, when the average was much lower I always looked at these as an opportunity to buy more. "The market is a method for the patient to take money from the impatient".
Just a heads up folks. This is likely the same individual and as I have pointed out before, every thing points to a personality disorder. Just ignore him and do not engage in any aspect of his disordered mind. The better human qualities of fairness, empathy, and compassion appear to be missing, so your normal means of communicating will have no effect. In fact, his only feeling of emotional energy may come from bothering you and generating negative responses. Just ignore and move on with your own due diligence and patience.
With the cross over's allowed the 24%/24% may not mean too much. The patients who were doing the worst on placebo were allowed to cross over to the V group which would skew things. It will be interesting to see or read the presentation.
Upon a closer look. Midpoint of survival increased by about 20% (1 month)but the the 1 year survival did not change. So.....helpful enough to continue the study. Perhaps not earth shattering enough to move the stock a lot.
Agree, good but not earth shattering results. The pancreatic data is confusing in it's fine details and manner of presentation. Good point's are the number of cross overs (means the researcher's thought it was working, the null hypothesis (this does not work) is not supported so the study will continue, and finally the bizarre sentence with the double negative that this combination did not meet criteria for futility appears to be a positive.
You have to understand Techgromm has an anti social personality disorder. You cannot reason or use common logic on someone like this. So just smile and enjoy or place him on ignore. He is likely JohnWash who used to post the same style of posts. It is interesting to observe the behavior, but don't waste your time pointing out the defects in his posts as there is no social feed back mechanism and a lack of empathy on his part.
For us long long timers....we remember the colon and ovarian results very well. I remember the stock dropping 50% in 1 day back then. Took a deep breath and bought some more. The recent agony over day to day fluctuations is some what misplaced. If you have done due diligence stick with it, if you are just a momentum player or know not what you do, I guess worry yourself sick.
Big, your scanning the internet has been interesting, but you must have missed much of the fairly recent history of Curis. A randomized study has already been completed in Colon and Ovarian. It did not work.....too bad as we would be in the 20's or more.
I think that a mistake is made when you compare "deals". It is apples and oranges. The Curis deal was made very early in the discovery phase i.e. Genentech used and supported Curis's key people to come up with the best HH blocking compound. Curis did not provide any clinical expertise of funding for clinical studies. There is a big difference vs. a very promising at least phase II-III drug where most of the cost and risk is already born by the initial company. That is what Curis is trying to do with their 101 and 901 compounds. Fund them far into the clinic and if successful big time contracts. The key to current contract is it now provides that funding....unless HH blocking is successful on other cancers we are currently worth 8-10/share. If HH blocking works for pancreatic cancer of if the other Curis compds are successful.....we are rich and hopefully happy.
I think that another trial by Roche is a very positive sign that at least some benefits are being seen in other trials. It seems reasonable to assume that if the NCI trials were not showing benefits, Roche would not sink many many millions into another new trial. If they were doing this without good support, one would have to question their competence. Roche/Genentech is considered to have top notch admin.
Remember following Cris during those days and hoping that if 1 of the 4 ideas works out, we will have a winner. Fortunately 1 of them has (the antagonist for hedgehog and severe basal cell). How about this, give the agonist for baldness which causes over growth of hair and cases of mild basal cell ca. Then use the antagonist (Erivedge)to stop the side effects of the agonist. Now there is a Racket.
However, not so different from overdosing patients with narcotics and then paying for stimulants and anti constipation drugs to keep them semi awake and having bowel movements. Sorry just rambling.