The sooner the Chums get a place and move on the better their mental health. They don't realize it but they have given up over ten years of their lives doing this. One day they'll realize that they gave up valuable time, supllied no useful info, and they are out a bundle holding that dog vicl. They have been fabulous with their reverse Voo-Doo curse and again I thank them and their friends for helping my friends and my family get a lot better off. More torture coming for them this whole year. You have to admire their meddle though. t
Listened to it live, and will re-listen tonight. I think it was an excellent CC and to me it reinforces that the time line for ISIS always being in the dog house with the general public and the whippling boy for the shorts will soon end forever.
Xarelto is partnered from Bayer with Janseen and they are owned by JNJ. Thus the reps from Janseen do 90% of the selling of Xarelto at this time. So something to keep your eye on as this develops over the next few years with Xarelto's patent waning. Bayer's choice will be to really ramp up their own sales force(assuming approval of Factor XI inhibitor of course), or the transfer of sales power over to the Janseen sales force that is selling Xarelto now. Janseen did buy that Mab not yet in trials as a Factor XI inhibitor potential competitor about a month ago.
The thing that Bayer has going for it is the "blue prints" in regards to setting up studies for this area of medicine in what you need to know. They are coupling that with extraordinary interest in this field to the point that they aren't going to let any moss grow under their feet. Money has never really controlled Dr. Crooke and that's why the upfront payment doesn't mean too much to him. The rapid, broad advancement of this potentially huge block buster is what drives him. This drug should be drug of the year in about two to three years. t
If I have a chance will give summary later tonight on it. t
Not my invention, your lack of knowledge. 46% drop out rate despite hiring more "food coaches" in the COMPASS Program. And a missing of earnings by a mere 33 cents. The new drug was purchased for about $360 million and it had sales in the quarter of about $2 million?! What a company, and what an assortment of medications!? t
If you add in the money made from the RGLS stock sale it really is about $176 million that ISIS has made in the last two months(of course in the last two years vicl did make $4 million and receive a pxx-pxx sandwich). Funny thing, ISIS was up more in normal hours trading, and then again up more in after hours trading than vicl's whole share price. Must be hard for the Chums. They did help out today and do their part with the prune head routine. Just with you Chums could go to Vegas and get hypnotized to get away from vicl. Still under a dollar today. Only so many days before the NASDQ letter sends vicl off to summer camp in a pink shirt for good. t
Chums figure it out. ISIS will have received $165 million over the next month or so and vicl will have received $4 million over the last few years. t
Yes! ISIS-FXI Rx license to Bayer
A couple of points to keep in mind. This deal with Bayer makes an additional partner that is added to the fray to help ISIS avoid a takeover. We don't know but if ISIS were to go into more blood dyscrasia type diseases Bayer could become a major partner. Will be interesting to see what term Dr. Crooke uses in describing them tomorrow as a partner.
I'm a little disappointed in the up-front payment, but until we hear all of the fine details tomorrow I'll reserve judgment it could be better than expected in other ways. There could be a "moving clause" that allows ISIS to get more money from any undiscovered indications if they should come up. I do think that the editorial article in the NEJM could have hurt the pricing alittle as the NEJM has that excellent reputation and it was put out by the editor of the prestigious journal...even if he showed some of his ignorance at the time to us.
The situation that you describe CC in regards to the cost of goods and risk there....with ISIS new oligonuceotide factory they have cut the cost of their manufacturing down by 10-fold. If you were to use a LICA product that would increase the potency by 10-fold so you have a 100 fold decrease compared to if ISIS were to try and develop this drug by themselves just four years ago. If it is possible for a follow on 2.5 version drug then that would be another 10 fold decrease in price resulting in a 1000 fold reduction in costs compared to just four years ago.
A huge indication, that I'm not really counting yet but will pursue at the annual meeting will be those patients that have atrial fibrillation WITH valvular replacement. That alone could make this drug a blockbuster. Remember ISIS went through all of the coagulation factors and discovered that this one, Factor XI allowed for no bleeding with anticoagulation properties. The big if will be does it anti-coagulate better than the Factor Xa inhibitors without the bleeding. t
Baxter International (BAX) and Merrimack Pharmaceuticals (MACK) jointly announced that Baxter has submitted a marketing authorization application (MAA) to the European Medicines Agency for approval of MM-398, also known as ''nal-IRI,'' an investigational treatment for patients with metastatic adenocarcinoma of the pancreas who have been previously treated with gemcitabine-based therapy
The market is saying that even though ANS isn't perfect, as no medicines are, the market is saying that ISIS RNA meds have huge potential. While you are over here instead of being on your own website I'm going to bring all of the vicl info to you. That way you and the Chums may be able to save face and a certain amount of money that seems to be getting smaller by the month by squarely placing your bets on vicl. t
Chums, I'm going to listen to this Friday's CC and report findings here because you guys don't reside in the usual area one would expect...that being the vicl board. I'll give you an honest opinion of whether I think you are betting on plug or a real thorough bred when you continue to hold what seems to be an extremely bad dog/plug horse. I can't recommend enough that you sell half of your vicl now and let's see what the CC shows to be the future. I just wish that vj would help bankroll your commune so that you would have some place to go should vicl go down the tubes as most experts I check with expect to happen. That includes technicians, biotech analysts, feng-shui experts, and other people in biotech. The sooner you leave this dinosaur the better, but let's give it a last chance. t
Chums, let's all listen to the CC on vicl on Friday to see what they have to offer. What we need to know Chums is what is on the docket and how can management convince you that their technology still holds some promise and what time lines do they have for some potential success. Chums, if it isn't there on Friday in a convincing manner it isn't going to be there. Even getting 90cents a share is better than 30cents a share or lower when you try to back out of your position on the pink sheets. Then maybe you can go on Shark Tank with your plan to open up the worm farms, worm food, and worm clothes. That Mark Cuban invested in some company that uses cricket protein to be eaten by humans so there is always hope. t
Chums, I appeal to you to set a date as to when you decide that vicl is a dog. One of the Chums has noted that there will be big news by this summer. When this summer? How long do you hold onto a dog if the dog doesn't bark?? You'll save face and your bank account by deciding when that will happen that you'll face the fact that maybe this investment in vicl isn't too good. If you Chums would have sold back when vicl was a buck forty six you'd all maybe be able to get your own apartments and have cars. Things are looking bleaker and bleaker. If you can't afford dental care when your car gets stuck and someone asks you what happened you'll have to say that "the car was pinning and pinning in the mud." Don't let that happen, please set a date for selling the old gray plug if it doesn't come around by Sept 1st. Otherwise you'll be pinning and pinning yourself. t
Everything is relative. Here are some of the bigger biotechs that didn't fare as well as RNN did this week.
Healthcare: CLDN (2.62 -80.85%), IG (5.22 -41.61%), ATRA (40.45 -32.46%), AERI (9.37 -27.2%), ADXS (17.07 -26.86%), CALA (9.82 -26.77%), ARAY (6.82 -25.23%), RGLS (13.47 -22.98%), HRTX (11.01 -22.36%), AKRX (43 -22.16%), TKMR (14.67 -21.76%), JUNO (44.82 -20.9%)
Land might be cheap there, but the water situation isn't too good. Speaking of not too good, vicl lost another 3 cents today to close at 92 cents. The clock is ticking before the release of the warning letter for delisting. The Chums could get squeezed on a bigger water bill, and less life savings by holding the viacl bad. Maybe they could sell the name vicl to Glad wraps for extra large sandwiches like the one the Chums ate with the buying of the antifungal drug. t
tudywad, Thank you so much for your concern. I'm doing well, I hope you chums are also doing well. Please tudywad before you have to change your underalls multiple times, please sell vicl so that you have something to hand down to your parakeet. It is tough out there with no seed money. t
Crusoeandrobin, Did occur to you that this one little payment of $10 million is worth more than vicl has made in over 5 years for milestone payments. Now with the pxx-pxx sandwich swallowed and your $4 million dollar once in a fortnight being digested by wall street vicl really took it on the chin today. I sure hope you Chums sell vicl and get out while you still have some money before it hits the pink sheets. The clock is running as long as it stays below a buck. Please send pictures of potential commune locales and let us vote on which one is best for the Chums. t
Triple-negative breast cancers (TNBCs) are clinically aggressive tumors with limited treatment options. We examined the clinicopathological associations and prognostic implications of FGFR1 and FGFR2 expression in TNBCs. Tissue microarrays constructed from TNBCs were immunostained with FGFR1 and FGFR2, and scored by intensity and percentage of tumor cells stained per intensity for each subcellular compartment, which were correlated with clinicopathological parameters and survival. Cell migration following siRNA-mediated silencing of the FGFR1 gene in TNBC cell lines was also performed. 714 cases were informative for FGFR1 and FGFR2 immunostaining. Thresholds were defined as at least 1 % of cells stained and H-score of 100 or more. Proportions positive by each threshold were, respectively, 89.9 %, 7.1 % for FGFR1 (cytoplasm); 36.8 %, 7.8 % for FGFR2 (cytoplasm); and 33.5 %, 5.2 % for FGFR2 (membrane). Significant associations included FGFR1 and FGFR2 immunostaining for lobular subtype, FGFR2 immunostaining with lower grade, and more basal-like cancers with H-scores of 100 or more FGFR1 immunostaining. Multivariate Cox regression analysis showed FGFR1 expression in TNBCs to be independently prognostic for overall survival (OS) at both thresholds. Cases completely negative (less than 1 % staining) for FGFR1 immunostaining showed improved OS, while those with H-score of 100 or more immunostaining had the worst OS. Cell line studies revealed up-regulation of the FGFR1 gene in the MDA-MB-231 and Hs578T TNBC cells, and specific knockdown of FGFR1 expression significantly reduced cell migration in MDA-MB-231 cell line. In conclusion, FGFR1 expression in TNBCs is independently prognostic of OS, and H-score of 100 or more FGFR1 immunostaining may define tumors that have treatment potential via FGFR signaling inhibition.