if a drug extends a life AND in addition gives the person a better quality of life, don't you think the value is there ? This drug is superior to anything currently on the market.
that is my thinking too .... but the FDA, a little more 'positive' lately, may surprise all. that is what the shorts are betting on.
smart. buy quality when everyone is selling irrationally, and sell when it starts to hit your targets regardless of what anyone says. I will be holding here for a while, think it is de risked and can't see much out there with as much value besides GILD and PCYC.
Newman from Canaccord predicts that that potential revenue from Xtandi will be around $4.5 billion in the pre-chemo setting by 2023. The U.S. peak sales alone are estimated at $2.7 billion in the pre-chemo setting. The pre chemo setting is INCREMENTAL to what MDVN has now.
Companies are being purchased with a 5X peak revenue (ITMN for one) multiplier. What do you think MDVN's market cap should be, after we remove Astella's portion ?
MDVN is certainly undervalued by a significant amount.
Sentiment: Strong Buy
after reviewing their presentations RCPT looks very interesting and also has the IBD wild card. only negative is that in a few short weeks stock has moved 50%. I think I may nibble a bit here and if it corrects then scale up. what are your thoughts on December call options to supplement a share purchase ?
hey Faosto, hope you see this. I started doing some DD on RCPT and noticed you had posted on that board. I have invested in BIIB, and am also thinking very seriously about buying a large stake in RCPT. Could you possibly provide my with your investment thesis for RCPT ? Thanks in advance !!
I recall you from VTUS and ACRX boards, and conversations with Kitty. hope you are well.
can you help me why you think this is a better drug than BIIB's, and why you think it is worth the risk for another company to buy out RCPT now (I would think it would be very challenging for a BOD to approve to buy this out considering there is a P3 to execute) ?
Thanks in advance.
At a high level, looks to me like RCPT has a potentially 'better' drug for MS (although they still have a P3 trial to start and finish).
I still have my BIIB shares, thinking of also buying some RCPT.
any thoughts on AVNR's successful P2 announcement yesterday ? and on the impact to ACAD ? Am I reading this correctly that AVNR could be slightly ahead of ACAD in Alzheimer ?
the Bakers are in both very large, I guess they have taken a portfolio approach. I still have my ACAD shares, sold my AVNR shares yesterday.
hi guys, I had 4K shares of AVNR shares I bought based on the Baker Bros investment (and BearofBleeker's note about them). Sold them just under $10 hoping to rebuy cheaper ... ha !!! the shorts took a severe pounding. A secondary is in the cards but at these levels it wont be a big deal now. Moved my profits to GILD and PCYC.
it will be time to start loading soon ..... probably between 27-27.50
wait for the price to start flagging in an upwards trend
Sentiment: Strong Buy
It is actually up in premarket
How much did u lose on your QCOR short - but why am I asking, you will probably make other misleading statements?
At least make an effort to add value
hello sir, did you see Faosto's post 'Bottom Line: Natpara should not be denied to patients', the companies (NPS') summary ? They basically are saying it is taking doctors out of their comfort zones.
Here is what Faosto wrote and I agree with it (also do not think it was the 'best' designed study):
'the docs were on the fence because Natpara takes them out of their routinesm of prescribing large amounts of D and Calcium and calling it a day. But NPS has prven thoughout this whole development process that the quality of life issues of hypoparathyroidism are enormous and generally completely misunderstood by the medical community. Endocrinologists will experiment on dosing and regimen I'm sure - to see if they can fine tune it for each patient, but I'm hoping that NPS (or Shire after they buy them) will continue a dosing study post approval. Look, any hormone replacement therapy involves risk of too much or too little - there's still a lot we don't understand about hormones - just look at the 10-year controversy surrounding estrogen replacement. And when synthetic HGH was approved, there were all kinds of red flags on that one too - many more than Natpara'