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Zogenix, Inc. (ZGNX) Message Board

mdwhittier 95 posts  |  Last Activity: Feb 25, 2015 3:30 PM Member since: Sep 17, 2012
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  • Reply to

    A Successful Result of RBC Conference

    by berrybill725 Feb 25, 2015 11:37 AM
    mdwhittier mdwhittier Feb 25, 2015 3:30 PM Flag

    Thanks, bigcn1145! Nice to see the verbatim, and not somebody's interpretation of what he said.

    Sentiment: Strong Buy

  • mdwhittier by mdwhittier Feb 25, 2015 3:26 PM Flag

    So now Pfizer has the collaborative reins with PFNX, albeit under Hospira's agreement. With Pfizer at the helm, and with the float of PFNX so low, maybe Pfizer will just swallow this small fry. Sure looks like accumulation is happening here. I like the risk/reward profile a lot. I especially like the fact that apparently nobody (well, almost) on the YMB's haven't stumbled upon this tiny gem.

    Sentiment: Strong Buy

  • Reply to

    Why has the Pumper-in-Chief retired?

    by winterlion7722 Feb 25, 2015 11:49 AM
    mdwhittier mdwhittier Feb 25, 2015 12:21 PM Flag

    At that time the FDA hadn't communicated to SRPT their concerns about quantitation of dystrophin. That bomb got dropped MUCH later. The FDA keeps moving the goalposts, so how can the co. know exactly what to bring forth for the NDA? SRPT will put forth their best effort at this point, submit the NDA based upon what the FDA has currently requested, and then wait for further discussion. That's all they can do.

    Sentiment: Strong Buy

  • Reply to

    Game plan for dealing with psychotics

    by bf109gee Feb 25, 2015 11:21 AM
    mdwhittier mdwhittier Feb 25, 2015 12:15 PM Flag

    Well said, bf109gee! The company has heard loud and clear that it's gotta scale back "passionate debate" and just make the case for the drug based on hard scientific evidence.

    However, while the FDA needs "evidenced based" science to be primary driver for AA or approval, they are willing to look at historical norms of physical decline in DMD boys, pulmonary data, as well as anecdotal evidence from parents, and other evidence of clinical benefit that is outside the 6-mwt. I think eventual approval will come down to the totality of positive data, not just dystrophin production, and not just the 6-mwt.

    While we as investors may have losses at this stage, those losses pale in comparison to the losses the boys and their parents are facing, while they wait for the FDA to approve a life saving drug. Etep will eventually get approved; it will just take a lot longer than investors wish for, and far too long for the boys who suffer from DMD; their parents included. Some day, a documentary will be completed about this fiasco, and the spotlight on the FDA will highlight some of the obvious flaws in their process.

    Sentiment: Strong Buy

  • Reply to

    Some points from the talk

    by thigrlsrk Feb 24, 2015 6:41 PM
    mdwhittier mdwhittier Feb 25, 2015 11:05 AM Flag

    "It is impressive that all the kids are still amb considering how far along they were when the trial started."
    You said: "Very true, but not relevant to whether the FDA will approve or not"

    FDA is also considering natural history progression, in the overall matrix, so in fact this is very relevant in the totality of data, which is what it will come down to.

    And, C.G. "does not know whether the other data they requested will satisfy them" . Really? This is totally meaningless statement. Neither C.G. or anybody has a crystal ball as to what will truly satisfy FDA. It will come down to the totality of data, and whether or not Etep provides a statistically significant clinical benefit. The NDA may indeed become rolling, in that FDA may want to see 48 week data from new trial enrollments. Time will tell. In the mean time, if FDA approves Drisa based on their cherry-picked data, there's no way they can deny Etep.

    Sentiment: Strong Buy

  • Reply to

    Some points from the talk

    by thigrlsrk Feb 24, 2015 6:41 PM
    mdwhittier mdwhittier Feb 24, 2015 11:43 PM Flag

    This was in regard to what might be needed for filing for exons BEYOND 45 and 53.

    Sentiment: Strong Buy

  • Reply to

    Winter ...

    by simp08801 Feb 24, 2015 3:51 PM
    mdwhittier mdwhittier Feb 24, 2015 7:25 PM Flag

    Yep, I'm with you. Their biases are out there for all to see, once you listen to the webcast. Talk about drinking your own Kool Aid. Simp and Winter are passing the cup between themselves.

    Sentiment: Strong Buy

  • Reply to

    Back to the 12s?

    by winterlion7722 Feb 24, 2015 10:46 AM
    mdwhittier mdwhittier Feb 24, 2015 11:11 AM Flag

    When you consider the share price was up nearly 30% in just a tad over 3 weeks, I think this is just traders ringing the cash register. I've noticed a number of bio-techs today that are off a similar % amount; ones that have had recent runs. We'll only see the 12's again if there's a major market correction.

    Sentiment: Strong Buy

  • Reply to

    why are some on srpt mb so ?

    by saintthomas671 Feb 23, 2015 5:56 PM
    mdwhittier mdwhittier Feb 23, 2015 10:44 PM Flag

    Well said, sir. The reverse split, while elevating the share price, hasn't done much for a lot of long-suffering longs. It's been a wild ride the past 3 years, with not much to show for the investment, given the historic rise of the biotech ETF/iShares investment landscape. There are many cases in the world of biotech where a stock seemingly went nowhere for 3 years, and then all the stars aligned; the clinical trials were conducted to the satisfaction of FDA, clinical benefit found to be valid with appropriate dosing, and in due time approval came in, resulting in eventual buy-out by large pharma. I think that's SRPT. In 1 more year this investment has the great potential to be at least a 5 bagger. It's just a shame that DMD boys have been denied a drug that is safe, and given early enough, can likely prevent muscle fibrosis, and all the eventual physical / medical complications that result from that. The idea of selling SRPT for $20 is pathetic capitulation psychology. Being long sometimes means a 3-5 year time horizon. GLTA

    Sentiment: Strong Buy

  • Reply to

    Starfe 11

    by kevinb2120l2 Feb 13, 2015 12:45 PM
    mdwhittier mdwhittier Feb 13, 2015 3:48 PM Flag

    Maybe he'll consider getting on some meds for O.C.D. We can only hope. He's a huge polluter of the mb.

    Sentiment: Strong Buy

  • Reply to

    PFNX undervalued, new PT $50

    by jderecruit Feb 12, 2015 1:07 PM
    mdwhittier mdwhittier Feb 13, 2015 2:08 PM Flag

    140k print buy today at $12.65. Now that's confidence by a hedge or mutual fund.

    Sentiment: Strong Buy

  • Reply to

    Today's Event

    by georgecantstansya Feb 11, 2015 10:45 AM
    mdwhittier mdwhittier Feb 12, 2015 2:18 PM Flag

    Typically, the payor for the medical procedure retains rights to the clinical results, and may disclose the results to the patient at their discretion.

  • mdwhittier mdwhittier Feb 12, 2015 11:09 AM Flag

    "hes worthless and a major negative force"......hmmm....no, that would be you, starfe11.

  • Reply to

    You can't fix his reputation

    by starfe11 Feb 6, 2015 3:17 PM
    mdwhittier mdwhittier Feb 6, 2015 4:26 PM Flag

    Don't think parents of DMD kids would agree with you. Their opinion is WAY more important than yours.

    Sentiment: Strong Buy

  • Reply to

    srpt ebola opp is dead

    by simp08801 Feb 6, 2015 8:27 AM
    mdwhittier mdwhittier Feb 6, 2015 10:16 AM Flag

    Lame pronouncement, simp. What makes you the final authority on whether or not srpt's anti-viral program takes flight in the future?

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Feb 5, 2015 2:10 PM Flag

    Tainted? I think it's fair to say he angered the FDA gods. But due to the FDA's lack of clarity about future trial designs, flip-flopping about requirements for AA, and horribly delayed response to questions about dystrophin quantitation, confirmatory trials were unnecessarily delayed. Let's not put it all on C.G. - that's just misplaced blame. Easier to target and blame one person, rather than an agency that operates in an arena that is less than transparent.

    Sentiment: Strong Buy

  • Reply to

    what happened ?

    by mantel99 Feb 3, 2015 10:49 AM
    mdwhittier mdwhittier Feb 4, 2015 12:49 PM Flag

    I feel your pain, as I have been burned more than a few times in the biotech space. Yes, the hype was on max volume back in Dec. A lot of promotional activity wrt to car-t / gene therapy stocks. The thing to keep in mind is the disruptive nature of drug therapy here. Kite's car-t treatment works. The treatment is still being refined for certain types of blood cancer, but the pipeline of drug candidates is fairly compelling. Biotech land has always been extremely volatile, and will continue to be so. If you've sold, keep an eye on Kite; it's always possible there will be a lower/better entry point. Unless some positive news emerges, which you can never rule out.

    Sentiment: Hold

  • Reply to

    what happened ?

    by mantel99 Feb 3, 2015 10:49 AM
    mdwhittier mdwhittier Feb 3, 2015 1:46 PM Flag

    The perception is that Car-T / gene-therapy stock valuations had gotten stretched, and now the re-valuation is happening. Usually, in biotech land, the correction overshoots to the downside. These stocks are just wild beta stocks, and will continue to be so in the absence of any significant news. It's tough to hold in this environment, but if your time horizon is at least 2 years, there's a good chance of a double from here, imo. GLTA

  • Reply to

    dear simp

    by qpoint617 Jan 30, 2015 8:47 AM
    mdwhittier mdwhittier Jan 31, 2015 6:04 PM Flag

    Oh I see, there are true believers, living in the dumpster of false hope, while the savvy street pros have the true insight, and are standing in the light, relative to divining Srpt's future. Admittedly, the false hope longs believed the initial FDA verbiage about the small N not being a huge barrier to AA. Clearly, the FDA does not always mean what it says, and it appears it was just trying to pacify the parents, sadly giving them false hope also.

    While the data has certainly been encouraging, the FDA wants to say they approved Etep. for all the right, evidenced based reasons; we're not there yet. When additional positive data accumulates to the point of critical mass, with dystrophin data being the key, the buying spree won't be "prolonged". If the dystrophin data by 3 independent labs is positive, the shorts will be rushing to cover their positions. Shorts continuing to hold their positions at this stage are just greedy; easy come, easy go.

    Sentiment: Strong Buy

ZGNX
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