Perhaps biotech speculation based on SNY taking a 12% stake in ALNY today. I have other biotech positions up more than average today. Unless, of course, somebody knows something....
I looked at the schedule for the Macula Society Meeting. Hugeman has the correct title of the lecture and it is scheduled for 5 minutes. There are many 5 minute lectures before and after Dr. Elman's presentation. All of the other 5 minute presentations are unique presentations of ONE PATIENT. This makes me think Dr. Elman will present Regression of Neovascularization in ONE PATIENT rather than present the results of the complete study. It would be impossible to present the complete study results in 5 minutes. What do others think?
I think it is important for ATRS investors to continue to follow this story. I am a physician, I have patients on testosterone. Many do not like the topical products. Many do not like coming in the office every 2 to 4 weeks for an IM injection. I like the QS idea. Many are also asking safety questions.
I'm a family doc, not a rheumatologist. I agree with your Otrexup comments. When I ask my testosterone patients if they would be interested in a weekly self injection, if someone invents one...most say yes. I ran the idea by some topical testosterone sales reps...they think QS would likely take meaningful share of the market away from them....for whatever that is worth. I am long ATRS.
I watched the presentation. The future combination studies with injection therapy should be interesting but I thought of a question for Livermore and others. What would you estimate the chances of squalamine reducing (or preventing) the side effect of Geographic Atrophy caused by injection therapy??
Suejenseth, I agree. I have listened to every call for the past 7 years. This was one of the most disappointing, IMO. I thought the answers to the analysts questions trying to get a small nibble of any potential news was dull and uninspiring. We deserve to give up all of yesterdays gains but better times ahead for us when we eventually will have some news.
The link to the Biotech Mailbag is on the news page. He has no love for Ohr on Valentine's day. He is even skeptical it can reach the back of the eye. He should ask a Dutch Belted Rabbit.
I read it and I am not worried. AF thinks squalamine won't get to the back of the eye because fluid in the eye moves from back to front. He obviously did not read this board to learn it is a trans-scleral approach that gets us to be back of the eye. He also said squalamine was inferior IV, he does not realize it was about the dosing frequency. He had several other points I disagree with.
Because you will at least want to write down the license plate number of the bus that runs you over after the Dr. Elman lecture. This was a successful bear raid.....but it is going to be very, very interesting to see how many bears cover before the lecture. Very interesting. I added three times today.... so you know what I think is going to happen.
I hope the shorts listened and at least wrote down the license number. Just wait until April when the train comes!
Livermore, can you comment on the 4 times a day doing for the PDR? Since squalamine is tightly bound to calmodulin, Can we just increase the concentration of the drops and make it twice a day for this indication? Thanks for your thoughts?
Wow. Great answer rxonman! Thanks for attending the conference. You have some science background now!
My medical partner called me this evening after reading the February 20 issue of the NEJM. The journal had a couple articles about glioblastoma (very highly malignant brain tumor). The issue included a trial of avastin for glioblastoma because of its anti-VEGF properties. It looks like avastin did not improve survival when patients were treated for new tumors.. He asked me "do you think squalamine would work". Interestingly, if you google squalamine and glioblastoma, it looks like Genaera was studying this. I could find some encouraging animal studies. I found some planned human studies but I guess that is when they ran out of money.
Maybe if we get something positive out of the ovarian CA studies, we look at other CA indications....