There is very little doubt of 3102 Efficacy. 1625 beyond 200 mg is still on Hold. 2684 has seen very little activities in term of trial. Need to remember how ACHN gets from 3s in June to where it is today. Everything discussed and debated here has little meaning to what Institutions and Hedge Funds react when Data are released. We shall see soon.
About 3422 and Sofosbuvir. I am sure Gilead has also taken notes on Dr. Deshpande presentation on Nuc Chemistry during DB presentation. 3422 is almost an exact copy of Sofosbuvir.
They both have the same Sugar Moiety at the 2 prime Methyl.
They both are Uridine base.
The two prodrugshave the same standard Phosphoramidite.
Only difference is the Deuterium at the 5 prime position of the Sugar.
Again you only get Interim Data Sets by year end and the Viral Knock Down could be less than 3.5 log.
Yes it was set up by 10b5-1 but none of his options would expire soon. They all carry until December of 2015. Vested over 4 years but have a 10 year expiration,,, ):.
He didn't have to dump them all while the Trial of 3422 is on going!!!
Still here!. But when someone comes out and stated some unrealistic number regarding Viral Reduction. It needs to be corrected. Pre-clinicals Data are very different from Human Testing especially the Infected Population considering Race, Body Mass, Liver and Heart Enzymes and some with their colorful Lifestyle. One can't take patient viral load and comes up with a Log Reduction Number. You just can't put it in black and white no matter how much DD a person have done. And yes part of that Macugen has gone since the day he found out Company'
s Officers have sold every single share of their Options.
Stout supporter yes when the stock traded below 3 or so. I have also stated many times that the Data from -007 trial published back in March 2014 @ the APASL would serve as a strong basis for the Lift of 1625. I have also stated that RA Capital won't give a Flying you know what about shorts and the company and I don't really care at the time whether they sold or not. But I Do care when CompanY Officers exercised and sold all their Options (around 1/2 million shares fro the ex-CEO and 250k for the CEO). That was when I lost Confidence in this Company. From the time I started selling, I have generated very very good Income trading the stock. And yes, I am a full time trader.
Your Observation is spot on Mr. destroyer.....A 5.2 Log or so in HCV RNA Viral Reduction as stated by Mr. Magnam is unrealistic and serves for the purpose of Pumping without Merit. Sad thing is a lot of People here would drink his words!
Look at how much the October 18 14 Calls are trading now vs when I wrote them... ):. It's called income generating while taking into account all thing around Achillion. I don't write covered call blindly.
Why don't you take those numbers which you derived from patients Viral Load and post them on Investosr Hub board under your other nick 'Frontiers'. You can fool the fools here but not the well informed on Ihub.
Another Flaw. Don't you know Assumption is the Mother of all Failure. Yet your minions here are drinking your Kool Aid like a sizzling day in Las Vegas.
When I see some misleading pumper comes out with an unrealistic number like 5.2 log or so; correction needs to be made as others have been spoon fed one too many time or afraid to vex Pumper Mag!LOL.
A Pumper without Border that's all your are!. A 5.2 Log or better. I can't stop laughing.
Just like your Flawed MS Model. Do your also wear your Rose Colored Glasses by any chance???LMAO
Your expectation of a 5.2 log or so will be a big disappointment hence would lead some of the sheeple who know very little about this Company to big discontent....yet it would serve them well by not doing their own DD.
His Conservative Scenario is Flawed to say the least. 3422 is safe. My only concern is the Monotherapy would not achieved the desired HCV RNA Reduction. Anything less than a 4log read; this stock would be taken out to the woodshed. A
I always maintained POC for 3422 would be in late Fall. In a communique with Jason Kolbert (Maxim Group) it was also stated the date will be in the late Fall.
From middle of November till the end is when I expect. No toady as Rebel read. Maybe he needs to change his glasses to yellow instead of Rose Colored!LOL
Not for me as some folks bought 500 October 14 calls I wrote a while ago. 400 @45 cents and 100 @80 cents. But I won't be writing any call for November as I expected 3422 Data would then be released; maybe end of November.
October 14 call buyers are about to throw in the towel. If I am right, the October 10 call seller will pin the stock below 10.25 tomorrow. Data for 3422 won't be released until late Fall........but Mr. Rebel and others with their Rose Colored glasses would say today!LOL