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Sunesis Pharmaceuticals, Inc. Message Board

jjgiablue 1507 posts  |  Last Activity: Sep 9, 2014 8:55 AM Member since: Sep 15, 2008
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  • Reply to

    Valuation $45

    by golderw3 Sep 3, 2014 10:13 PM
    jjgiablue jjgiablue Sep 9, 2014 8:55 AM Flag

    a bidding war ala Inhibitex (which got bid up to a pretty high premium - over $2 B - based on just phase II data)

  • Reply to

    Take a look at INFI

    by rainmantruth Sep 3, 2014 9:20 AM
    jjgiablue jjgiablue Sep 3, 2014 9:38 AM Flag

    yup - TGTX will very volatile until we see new data re 1202 and also 1101. sooner the better - and maybe a deal

  • Reply to

    Gilead paid $600M for Idelalisib in phase 2

    by golderw3 Aug 5, 2014 11:57 PM
    jjgiablue jjgiablue Sep 3, 2014 8:47 AM Flag

    And Abbvie is paying $275 M upfront and up to $530 M in additional payments to license Infinity's IPI-145 which i see as not as good as TGTX's 1202

  • grab your ankles

  • Reply to

    why the spike AH?

    by jjgiablue Sep 2, 2014 5:54 PM
    jjgiablue jjgiablue Sep 2, 2014 10:09 PM Flag

    it was only 100 shares at 9.58 but several hundred at 9

  • Reply to

    When a stock drops 50%

    by teedubbs00 Sep 2, 2014 8:39 PM
    jjgiablue jjgiablue Sep 2, 2014 9:36 PM Flag

    there were no offers at 3.50 - hence it didn't get filled. if bad news breaks pre-market open, you are stuck with the price at the open.

  • jjgiablue by jjgiablue Sep 2, 2014 5:54 PM Flag

    not very high volume but still

  • Reply to

    Anybody

    by lagafroig Aug 28, 2014 3:23 PM
    jjgiablue jjgiablue Aug 29, 2014 5:05 PM Flag

    Why do you care? You said you sold your shares.

  • Reply to

    Anybody

    by lagafroig Aug 28, 2014 3:23 PM
    jjgiablue jjgiablue Aug 28, 2014 4:29 PM Flag

    Yeah - feel the powder keg, but then, I had Mexican for lunch

  • Reply to

    TGR1202 mono study completion date Aug-2014

    by golderw3 Aug 26, 2014 10:15 PM
    jjgiablue jjgiablue Aug 26, 2014 11:42 PM Flag

    There is a huge market opportunity if TGR1202 maintains its efficacy profile along with its safety profile. Below are comments from Citi which highlight these issues in relation to Gilead's drug.
    We met with a prominent academic hematologist who was very bullish on Pharmacyclics' (PCYC) Imbruvica, fairly positive on ABT-199 but bearish on Gilead's Zydelig. The physician was very positive on Imbruvica due to its ease of use and good tolerability. In his view, there are no safety issues with the drug and it can be tolerated for very long periods of time. With regards minimal residual disease (MRD) he indicated that for many CLL patient segments the potential advantage are less clear based on the favorable safety/efficacy profile of ibrutinib. The physician was bearish on Zydelig relative to Imbruvica as he is not interested in dosing either drug in combination with Rituxan. He does not believe that Zydelig is more potent than Imbruvica in NHLas there is no head-to-head data and does not want to deal with diarrhea. In
    addition, Zydelig's black box warning on LFT and warning for fatal bowel perforations are concerning especially as the incidence of serious adverse events is more pronounced now that there is more experience with the drug. In his view, the drug's label actually understates the extent of toxicity as much of it is seen with long-term therapy. He believes that there is risk of colitis with Zydelig with a median onset of 9 months based on mouse data. He expects that the risk of colitis may limit the duration of therapy. He believes that the rate of diarrhea is greater than 14% seen in the label as that was based on immature data and high dose Imodium does not help in these patients. He prefers Imbruvica as it does not have any safety issues. 

  • Reply to

    ITMN vs MACK

    by canphan7 Aug 24, 2014 10:02 PM
    jjgiablue jjgiablue Aug 24, 2014 11:33 PM Flag

    I do think that MM-398 has great potential - and that's one reason why i'm long MACK. But pirfenidone has much higher sales potential than $1 billion. I personally know of several estimates that place the drug at $2-3 billion per year because it will be essentially the only drug for IPF. That said, pirfenidone has a weak patent estate. There is no composition of matter coverage and the secondary patents covering the drug look weak to me.

  • Reply to

    Partnership

    by golderw3 Aug 18, 2014 8:17 PM
    jjgiablue jjgiablue Aug 19, 2014 12:13 AM Flag

    Could happen - but i think more likely you'll see a partnership after ASH, assuming the data flow continues to be positive

  • GILEAD
    KOLs Optimistic on Zydelig & Imbruvica in CLL, Zydelig Black Box a Risk
    We hosted chronic and acute leukemia specialists Dr. Nicole Lamanna and Mark Frattini, both associate professors of medicine at the Hematology/Oncology Division of Columbia University Medical Center. The key takeaways were: Despite several champions for chemo-free regimens, chemotherapy should be expected to remain the front-line standard in CLL for some time to come. In keeping with her discussion talk at ASCO following the presentation of the RESONATE trial, Dr. Lamanna reiterated the compelling efficacy of front-line chemotherapy (~50% CR, 20% MRD negativity), particularly among younger patients where remissions can
    last 15-20 years. While the field in recent years has seen a significant shift from FCR to the gentler BR as front-line chemo, Dr. Lamanna remained dubious of the move to dispense with it altogether in favor of novel oral therapy prior to definitive comparative data. Dr. Lamanna pointed out that the new oral regimens are being welcomed broadly in both the community as well as in the tertiary care setting. While, Pharmacyclics’ Imbruvica and Gilead's Zydelig are ‘game changers’, she did not view them as ‘panaceas’.
    What to do with watch-and-wait will ultimately be decided by the data. Effectively tabling the debate on the utility of therapy (chemo, oral small molecule or otherwise) in the low-risk, watch-and-wait CLL setting, docs referred to several studies concluding that conventional chemotherapy in patients did not have an impact on overall survival. While trials revisiting this question are ongoing, in the absence of data, treating watch-and-wait patients was seen as unwarranted by the risk/benefit. Dr. Lamanna did offer a hopeful comment about the future possibility of effective, well-tolerated and convenient oral regimens in this population.Black box warning with Zydelig (idelalisib) represents a real risk with meaningful implications for compliance and continued trea

  • Reply to

    BINGO

    by golderw3 Aug 15, 2014 8:50 AM
    jjgiablue jjgiablue Aug 15, 2014 9:14 AM Flag

    i think the combo is a good idea for all the reasons noted by Weiss and the clinical investigators

  • Reply to

    MID 7's tomrrow

    by kohinoorgem Aug 13, 2014 9:48 PM
    jjgiablue jjgiablue Aug 14, 2014 9:50 AM Flag

    you appear to be right on this one - at least right now - hope it continues

  • Reply to

    Lipitor-sized opportunity

    by almsfolly Aug 11, 2014 3:09 PM
    jjgiablue jjgiablue Aug 13, 2014 7:24 PM Flag

    Exactly - i had a good year in the market in 2012, my wife found out (around tax time in 2013), and spent essentially all the profit building a new house.

  • Reply to

    Wow. momentum sure faded fast guys

    by bradhughs2013 Aug 12, 2014 2:33 AM
    jjgiablue jjgiablue Aug 13, 2014 4:43 PM Flag

    That's when i bought as well

  • Reply to

    Wow. momentum sure faded fast guys

    by bradhughs2013 Aug 12, 2014 2:33 AM
    jjgiablue jjgiablue Aug 13, 2014 3:49 PM Flag

    i bought last fall when it fell quite a bit. it's been a decent ride - and still holding

  • Reply to

    Wow. momentum sure faded fast guys

    by bradhughs2013 Aug 12, 2014 2:33 AM
    jjgiablue jjgiablue Aug 13, 2014 2:24 PM Flag

    Let me see - i own 70,000 of MACK so i am up about $10k today alone. See Brad - i didn't have to wait a week or more like you? Isn't that awesome? You'd be up too if you hadn't sold.

  • Reply to

    Wow. momentum sure faded fast guys

    by bradhughs2013 Aug 12, 2014 2:33 AM
    jjgiablue jjgiablue Aug 12, 2014 6:19 PM Flag

    Don't criticize Brad - he made $10K here. Have you ever made $10K on a stock?! Hah - that's huge

SNSS
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