I would never short this stock. Knowing what we know about it now it is about to move into hyperspace. t
I would also listen to the CC from yesterday. A couple of things. ISIS is going full tilt ahead. They have had six new drugs in 2014, and they will have an additional six drugs in 2015. With the Akcea division they will place most of their drugs there and be able to develop them and sell them directly. With the contacts that they have made from Kynamro they have a definite advantage to being able to reach lipidologists quickly. These physicians will have experience using an ANS drug already and they know of ISIS Pharma. For the ApoCIII inhibitor they have just doubled their orphan population by going after patients with partial lipidodystrophy. There is no present treatment for these patients at this time. Also, ISIS will be using their LICA conjugation technology on all drugs in the lipid franchise eventually. That will increase the potency of these drugs by 19 fold. Morris, I've seen you here for quite a while. You should go to the IV board and send me a pm and I'll get you on our alternative board. Anyone else for that matter that wants to get away from this quasi-vicl board get a hold of me. t
Vical misses by $0.01, beats on revs (1.04)
Reports Q4 (Dec) loss of $0.05 per share, $0.01 worse than the Capital IQ Consensus Estimate of ($0.04); revenues rose 54.8% year/year to $4.8 mln vs the $3.58 mln consensus.
Vical had cash and investments of $49.1 million at December 31, 2014. The Company is projecting net cash use for 2015 between $12 million and $15 million.
The flimsy company has a burn rate to last three years maybe, but that is because they don't really have any drug close to phase III for approval possibility.....that's were the big money leaves your company in regards to expenses. The CEO will wait out the HSV study as long as he can while he's waiting for is job interview for sea captain of an Italian cruiseliner. t
vicl is picking low fruit with their trying for HSV shedding reduction of 30%. With ANS and RNAi drugs looking at 90% knockdowns, like ISIS PKK drug results announced yesterday, vicl looks like a Tinker Toy. Of course their last drug did worse that placebo, maybe this drug will tie placebo with such a low goal to go after. t
Agree, the much better of the two. Looking for vicl to hit the pink sheets before Labor Day. Sooner the better, hope that the vicl employees do get jobs after their demise. Maybe like DNDN that went BK but had their prostate CA drug bought out that maybe ZTS could buy the dog mouth melanoma drug so that my dog will always have that security of having a drug available should he need as he is a beach bum:)) t
Penn Medicine physician finds no preventive benefits for widely used kidney cancer drugs
Penn Medicine, 02/25/2015
Results of phase III clinical study of advanced kidney cancer patients after surgery revealed no survival benefit for sunitinib, sorafenib. Two widely used targeted therapy drugs – approved by the FDA for use in metastatic kidney cancer – are no more effective than a placebo in preventing return of the disease to increase life spans of patients suffering from advanced kidney cancer after surgery, according to new results to be presented by a researcher at the University of Pennsylvania’s Abramson Cancer Center (ACC) during the 2015 Genitourinary Cancers Symposium.
The only have one drug, but it is a pipeline in a drug. I actually feel ISIS is worth more than them.
Pharmacyclics is considering a sale that could fetch the US cancer drugs maker as much as $19bn, according to people familiar with the matter, suggesting that consolidation in the pharmaceutical industry is far from over.
Johnson & Johnson, the world's biggest maker of healthcare products, is exploring a deal with Pharmacyclics, one person , report David Crow, Neil Hume and Arash Massoudi and James Fontanella-Khan.
The New Brunswick, New Jersey-based company has a longstanding collaboration in developing a blood cancer drug with Pharmacyclics.
The two won expanded US approval from the US Food and Drug Administration late in January for its breakthrough Imbruvica drug, which helps fight a rare form of cancer that begins in the body's immune system.
Imbruvica had already won FDA approval for treatment of patients with mantle cell lymphoma in 2013.
In 2014 the approval was extended to patients with previously treated chronic lymphocytic leukemia, and then in the summer was widened to include treatment of CLL patients who carry a deletion in chromosome 17.
Pharmacyclics had a market capitalisation of $14.3bn as per Tuesday's closing price of $188.45.
But its share price jumped more than 18 per cent to $222 after Bloomberg first reported news that it was exploring a potential sale and had attracted interest from companies including J&J and Novartis.
The pharmaceutical industry is going through an intense period of consolidation with a deluge of large transactions taking place across the healthcare sector.
You've said your same message over one hundred times. So you've let your point to be made...be made. The history repeating itself is only partial truth in that you have different people running the company, different technology, and different products. Again, anyone who is in this stock for the most part knows that it is high risk. There is always going to be outliers. For you to do your most good you need to pick another MB to spread your news and then another and another. That way your do-gooder work will find a bigger audience. There is IMO a 1% chance that this stock could be baby-PCYC. They have one drug with many indications but only one drug. The potential indications should any one of these three work could make this really baby-PCYC:
Different people and different circumstances. In Aikido you learn you can not look backwards, only forwards. With completely different variables that becomes even more true. The name calling only shows that you are trying to bully people. t
bcp, A lot of people like to act like President Clinton and they want you to explain the meaning of what "is" is. I'm always looking over the literature and potential competitors and I think this stock has a decent risk/reward ratio. Thank you for the info. Looking forward to a real CC where we can break down the info more closely. Take care, t
You are the one bragging that you are trading your way to being a millionaire penny by penny and that buy and holding won't work. Get the junior-sized meal to save money.
Again IMO the statement is telling you and the company is protecting themselves by noting it has not been determined meaning that there is some risk. When you couple that by talking to lipidologists with no ax to grind there is some concern. That's not to say that everyone will get acute pancreatitis, not hardly anyone who uses a GLP-1 agonist gets pancreatitis and no one knows when someone who gets pancreatitis while on a GLP-1 agonist had it caused by the med. It's just in this media, lawsuit driven country there is always that potential. t
" "the effects of V on the risk of pancreatitis with severe hypertriglyceridemia are not known." I honestly think you are not fully interpreting what that statement says. Time will tell but I've talked to many lipidologists and that is their interpretation of the statement and the actual risk. When AEGR was giving their data out in regards to their trial they noted that they were sure that there wouldn't be any more than the 15% drop out rate from diarrhea.....actual two post approval data 41%. The second statement is so obvious it is ludicrous. t
I also think you should look up the most recent research in regards to what is thought with the use of fish oil supplements and prostate CA. Just like the old Vitamin E thought that it was an antioxidant and therefore it will surely lower your risk of CV disease. t
Zetia got hammered by the media, as time has gone by it has been found to be a valuable tool to be used in appropriate patients. Actos and Avandia for diabetes were creamed by the media and now that they have been cleared with their reputation no one uses them. The FDA made the makers of antidepressants put a black box warning that when used in adolescents that they may cause suicide. Child psychiatrists greatly cut back on their use and adolescent suicides went way up.....shortly thereafter the FDA released a new letter telling physicians that they only meant that a physician should watch their patient closely but that they needed to be used in appropriate patients....big help. t
I think you might want to look at the IMPROVE IT trial recently released before making a judgment. I also never said that Vascepa causes acute pancreatitis, I said there was concern that it could as reflected in their product circular. Lipidologists I have talked to have expressed that same concern. The cognitive changes with statins are usually with the high dose lipid soluble statins and so far have been proven time again to be reversible when stopping the statin. Some of the concern may have been in dosing elderly patients with high potency statins. Like anything things evolve with more experience with their use. The latest guidelines did a huge disservice to the public IMO and they made it like more people should be put on statins than there really should be. Big Pharma isn't perfect but most of their studies do have to pass peer review. t
I like ESPR though I don't own any shares. The PCSK9 inhibitors, to me, have a few issues. One is I don't believe that they will work in patients with uncontrolled DM type 2, uncontrolled congestive heart failure patients, and in especially chronic kidney disease patients. Probably like statins, they also may not work as well in women as they do in men. The other issue about PCSK9 inhibitors is that they inhibit BACE an important biomarker found in low levels with patients with Alzheimer's disease.
ISIS Factor XI inhibitor should really be huge, but their ApoCIII inhibitor could rival it in regards to success. Also, you might to keep an eye on ISIS Lp(a) drug. If you have an elevation in that too that is an important CV risk factor for those who already have CV disease and nothing you do in regards to present meds...Crestor lowers it a little, diet , and exercise will make a difference.
Changing subjects again, with Vascepa in patients with extremely high tryglycerides I would worry about the drug itself causing acute pancreatitis as noted in their product circular. It will only take a few patients on the drug who develop acute pancreatitis to really put the drug on its back, similar to what happened with the GLP-1 agonists only magnified because this drug is supposed to stop that from happening. t