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Sunesis Pharmaceuticals, Inc. Message Board

jjgiablue 79 posts  |  Last Activity: 10 hours ago Member since: Sep 15, 2008
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  • Reply to


    by lagafroig 11 hours ago
    jjgiablue jjgiablue 10 hours ago 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


    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

    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


    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

  • Reply to


    by korthh Aug 11, 2014 10:12 PM
    jjgiablue jjgiablue Aug 12, 2014 12:35 PM Flag

    Zacks and Motley Fool are so utterly useless that it's astonishing that they are actually viable commercial enterprises

  • Reply to

    Not Much Activity Around Here

    by jwpyron99 Aug 10, 2014 3:04 PM
    jjgiablue jjgiablue Aug 11, 2014 1:35 PM Flag

    i am long as well, and very confident that both their clinical candidates work and will lead to appreciation of the stock. But i'm not sure about the timing. The next data release - which may be the ASH conference - could be December of this year. We'll probably see the stock remain volatile until then unless there is an additional development before December. So - the bottom line is that the stock could remain more or less range bound until at least December - and given the volatility of TGTX "range bound" could be in the 6-8 range. I wish i could be more positive - although note that i do own alot of TGTX, bought at an average of $4.7 and will continue to hold - likely through the end of this year at a minimum.

  • Reply to

    Time to sell!!!

    by bradhughs2013 Aug 11, 2014 1:08 AM
    jjgiablue jjgiablue Aug 11, 2014 12:36 PM Flag

    10k? that's not worth my time - i'm up about 300k on this one and will hold. The ups and downs don't bother me at all

  • Reply to

    Great call

    by canphan7 Aug 11, 2014 9:05 AM
    jjgiablue jjgiablue Aug 11, 2014 10:05 AM Flag

    They ALWAYS claim to be in deal discussions - and yet practically none are ever announced

  • Reply to

    Time to sell!!!

    by bradhughs2013 Aug 11, 2014 1:08 AM
    jjgiablue jjgiablue Aug 11, 2014 9:55 AM Flag

    all that posting for 10k? amazing

  • Reply to

    Deutsch Bank meeting today with management

    by golderw3 Aug 4, 2014 7:03 PM
    jjgiablue jjgiablue Aug 4, 2014 11:18 PM Flag

    possible that Deutsch Bank may be initiating coverage on the stock, advising on a potential partnership, or (and this is a long shot) advising on a potential take out - who knows. Better not be to advise on a secondary.

  • Reply to


    by korthh Aug 1, 2014 2:01 PM
    jjgiablue jjgiablue Aug 4, 2014 1:00 PM Flag

    you could day trade this stock. It spikes almost every morning and then goes down by the afternoon.

  • Reply to

    Going down to 7?

    by jjgiablue Jul 28, 2014 10:17 AM
    jjgiablue jjgiablue Aug 1, 2014 1:26 PM Flag

    OK - maybe going down to 6. Maybe someone knows something - like, a trial is failing

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