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Genomic Health Inc. Message Board

mdwhittier 79 posts  |  Last Activity: Oct 20, 2014 2:29 PM Member since: Sep 17, 2012
  • Reply to

    What the heck is Starfe's problem?

    by alleg180 Oct 20, 2014 11:58 AM
    mdwhittier mdwhittier Oct 20, 2014 2:29 PM Flag

    He's still obsessing over the injustice from the 1:6 reverse split on his measly 250 shares of AVII. There's no other reason, other than him being an ex-employee who was terminated against his will, and never got the options he thought he deserved. Probably the latter.

    Sentiment: Strong Buy

  • Reply to

    Seeking Alpha article and comment

    by easydoesit0123 Oct 18, 2014 2:20 PM
    mdwhittier mdwhittier Oct 19, 2014 2:05 PM Flag

    "You get to use the data when designing your next trial." Exactly! Which is what is going to be included in the confirmatory trials. That's what all eyes are going to be on. Increased pulmonary function is a win, even if ambulation decreases some. You will eventually see the light, but first you'll have to take off the hood of willful ignorance.

    Sentiment: Strong Buy

  • Reply to

    Seeking Alpha article and comment

    by easydoesit0123 Oct 18, 2014 2:20 PM
    mdwhittier mdwhittier Oct 18, 2014 7:47 PM Flag

    Then how would you account for the vastly improved pulmonary read-outs (over historical norms) from SRPT's P-2 trial? These kids are just trying harder?

    Sentiment: Strong Buy

  • Reply to

    Lets see what happens tomorrow

    by suitcase8858 Oct 16, 2014 5:45 PM
    mdwhittier mdwhittier Oct 16, 2014 6:44 PM Flag

    Often that's the case, but there was sufficient volume that this very likely has legs tomorrow. When/if SRPT announces they have inked a deal with the DOD to reboot their Marbug / Ebola treatment program, the stock is really going to explode higher. And, yes, shorts should feel very nervous right now. Those tasty gains could evaporate over night.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Oct 16, 2014 6:40 PM Flag

    Don't think it matters, as the mechanism of action is what counts. SRPT, with their PPMO+ can scale up to any viral candidate. But, it's gonna take a lotta $$ from the Govt. for that to happen; and it easily could. It won't be long before SRPT is in discussions with the DOD, if they already aren't. Vaccines would be the way to go, but it takes time to test and become widely disseminated in the target populations. In the mean time, anti-viral medication is what's needed, until a solidly efficacious vaccine is produced in sufficient quantity.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Oct 16, 2014 6:01 PM Flag

    Good lord, kipk, go short some more and get back to me in 3 months. In the mean time, your are totally IGNORE worthy. And stop drinking so early in the day, and at the very least, proof read your posts.

    Sentiment: Strong Buy

  • Reply to

    Did I Miss It?

    by greyzone513 Oct 16, 2014 8:29 AM
    mdwhittier mdwhittier Oct 16, 2014 9:48 AM Flag

    Let's see; when one carries on a conversation with a simpleton, who wastes everyone's time with mindless posts, what does that say about the person(s) who continue to elicit moronic responses from an idiot. The entertainment value isn't worth the faux debate.

    Sentiment: Strong Buy

  • Reply to

    2nd ebola case: the spooky part

    by simp08801 Oct 12, 2014 9:16 AM
    mdwhittier mdwhittier Oct 13, 2014 10:45 AM Flag

    Let's be clear, simp. You have zero idea about what's going on behind closed doors, what conversations are taking place within govt. and what conversations are happening between SRPT and the DOD. The govt. officials w/i DOD are looking at all options right now, since the threat to U.S. citizens is deemed to be low, at this point. The sense of urgency is there, but not panic, as of yet, which is appropriate.

    There is still the concern that militant extremists could weaponize Ebola on U.S. soil, spreading the virus in highly trafficked areas in one or more major cities. While that threat has not been realized, the threat still exists. Whatever you personally believe about SRPT's chances of rebooting their contract with DOD, you know nothing, plain and simple. C.G. is not going to make the mistake of counting any chickens in this arena until they are hatched; ink on paper.

    Sentiment: Strong Buy

  • Reply to

    4th Biopsy Question

    by greyzone513 Oct 11, 2014 10:40 AM
    mdwhittier mdwhittier Oct 11, 2014 10:59 AM Flag

    Is C.G. trying to make "nice" with FDA, after butting heads there a bit too much in the past? Does he believe that helping some of the ego challenged folks there, by not backing them into a corner (thus enabling them to save face), will eventually pay dividends down the road?

    We expect people in positions of power to be reasonable (wishful thinking). But nobody at FDA likes to be called out for having made stubborn mistakes, and failing to grasp the science, while adhering to long-standing dogma about clinical trials. From FDA's perspective, it's always better to err on the side of caution and be skeptical of small trials.

    From SRPT's perspective, you want FDA to become a partner, not an adversary (which, unfortunately, is what has happened over the course of the past year). Butting heads with people who hold all the cards is never a good strategy. C.G. learned his lesson there, and is now engaged in a new dance with FDA. We'll get to "yes", but due to political wrangling, the process went into stalemate, and was delayed by at least 6-9 months. We're on the right track now, and C.G. wants this dance to end well, and so does FDA, along with the entire DMD community.

    Sentiment: Strong Buy

  • Reply to

    A few early tweets on the data fwiw

    by zwerp2000 Oct 11, 2014 9:07 AM
    mdwhittier mdwhittier Oct 11, 2014 9:32 AM Flag

    Many thanks, zwerp! You are ON IT!! This reinforces what many of us believed about an outlier patient unduly influencing the 144 week data. With this remarkable efficacy and safety, AA would seem to be a slam dunk. How could FDA deny?

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Oct 11, 2014 12:28 AM Flag

    Okay, you must be a paid shill for the short side. If not, you're a long who's a chicken little, and a particularly annoying one at that. Did you listen to the last conference call with Credit Suisse? C.G. has never sounded so confident. One of the end points on the up-coming clinical tests will likely be related to increased pulmonary functioning, which has been overlooked by the short side. This has been a sleeper benefit that will increase overall survival, even if ambulation is lost. I'm accumulating at these levels.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Oct 10, 2014 12:06 AM Flag

    Your miserable grammar speaks volumes about your level of education. Paid shill or whatever, you are totally IGNORE worth.

    Sentiment: Strong Buy

  • Reply to

    Ritz Chicago after $100 close

    by redsolocupifilluup Oct 8, 2014 9:23 AM
    mdwhittier mdwhittier Oct 8, 2014 11:49 AM Flag

    Firstly, I would propose a toast to the DMD community for their unwavering support of SRPT in their development of Eteplirsen. They have led the fight to educate FDA about this disease, and advocate for the crucial need to have AA for Eteplirsen. Let's not forget who the real heroes are here, as well as the extremely hard work that the SRPT team has done thus far; with a big nod to C.G. as well. This drug is first and foremost a win for the DMD community and each boy who has the potential to live a better life because of it. Yes, it's been a rocky road for investors, but perseverence will pay off.

    Sentiment: Strong Buy

  • Reply to

    Here we go again...

    by likeafox7210 Oct 6, 2014 8:55 PM
    mdwhittier mdwhittier Oct 7, 2014 9:31 AM Flag

    I think it's simply this: The drug was produced under contract with the DOD, therefore, they own the drug. It's not SRPT's drug to do whatever they choose. And perhaps the govt. is considering that they want this drug as a backstop for special situations.

    Sentiment: Strong Buy

  • Reply to

    Dallas patient now receiving brincidofovir.

    by hwsimpsonshero Oct 6, 2014 2:02 PM
    mdwhittier mdwhittier Oct 6, 2014 2:53 PM Flag

    We won't know if SRPT is out of the running or not. If they are in discussions with DOD to manufacture drug for stockpiling, there won't be an announcement until a contract has been inked. As more and more cases show up outside of Africa, which they will, the urgency will continue to grow to fund companies who have already demonstrated significant potential for positive treatment outcomes. We are not out of the running for a contract. Urgency will not wane, it will just accelerate as time goes on.

    Sentiment: Strong Buy

  • Reply to

    SRPT

    by carpet310 Oct 6, 2014 10:58 AM
    mdwhittier mdwhittier Oct 6, 2014 11:41 AM Flag

    It's the CMRX factor.

  • mdwhittier mdwhittier Oct 6, 2014 11:04 AM Flag

    Thanks for reasoned discussion here! What's your take on the oral nucleotide analog, developed by CMRX, that is front-and-center right now?

    Sentiment: Strong Buy

  • Chimerix: "Chimerix's lead product candidate, brincidofovir, is an oral nucleotide analog that has shown broad-spectrum in vitro antiviral activity against all five families of DNA viruses that affect humans, including viruses in the herpes virus family and adenovirus."

    I think there's room for CMRX and SRPT's platforms, but if CMRX has an efficacious and safe drug, at half the cost, it could take the lead here, at least in the short term.

    Sentiment: Strong Buy

  • Reply to

    Abstract

    by zwerp2000 Oct 2, 2014 1:28 PM
    mdwhittier mdwhittier Oct 3, 2014 12:20 PM Flag

    Here's the bottom line from the study: "The sharper progression with each [subject] found in our cohort, especially in the older boys, suggest that the relatively stable results on these measures over two or three years, as reported in some of these studies [read: Eteplirsen], may be related to the beneficial efficacy of the drug as this is not common in untreated boys." Which is what the experts have been saying all along. And yes, the shorts should be nervous. But, when you bring a frog to a slow boil starting in tepid water......well, we all know how that works out.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Oct 3, 2014 11:34 AM Flag

    You clearly have an over-inflated sense of your opinion, since you speculated correctly on the most recent 6mwt data. Reminds me of Elaine Garzarelli, who was an instant media star when she called the 1987 stock market crash. She got more than 15 minutes of fame, but her star came down to earth. For all practical purposes your star exists only in your own mind. Being the doubter that you are, you should be out the stock, and wait for the read-outs on the confirmatory trials. You're back on IGNORE.

    Sentiment: Strong Buy

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