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Genomic Health Inc. Message Board

mdwhittier 136 posts  |  Last Activity: May 3, 2015 2:39 PM Member since: Sep 17, 2012
  • mdwhittier mdwhittier May 3, 2015 2:39 PM Flag

    About Michael Taylor, from Wikipedia: "Taylor is featured in the documentaries The Future of Food and The World According to Monsanto as a pertinent example of revolving door since he is a lawyer who has spent the last few decades moving between Monsanto and the FDA and USDA."

    bf109gee: I think wrt the FDA feeling "the heat" they seem to have a Teflon heat shield in place, and are able to engage in "FDA Fed speak" so that they appear to be flexible, yet behind the scenes are involved in complex political maneuvering to pander to big pharma.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier May 3, 2015 2:26 PM Flag

    Interesting Comment under the NYT article from poster: Honolulu - "There's a swinging door between the FDA and the pharmaceutical industry. Top FDA officials are appointed from industry (Michael Taylor is FDA deputy director), and they return to well-paying positions in the industry they used to "regulate" when they leave the FDA. The scientists are usually competent but ignored when their advice will hurt industry's profits".

    Sentiment: Strong Buy

  • Reply to

    Crazy After-hours Trading

    by mdwhittier May 1, 2015 4:38 PM
    mdwhittier mdwhittier May 1, 2015 6:38 PM Flag

    "His position is inconsequential". Sorry that your willie is shooting blanks, but it goes along with your statement, which is kinda limp. What his position does show is confidence, and $25mil bucks isn't pocket change, regardless of your view. Good luck with your short, willie.

    Sentiment: Strong Buy

  • Reply to

    Crazy After-hours Trading

    by mdwhittier May 1, 2015 4:38 PM
    mdwhittier mdwhittier May 1, 2015 5:48 PM Flag

    ....nervous. It's about time for SRPT to get some wind under its wings.

    Sentiment: Strong Buy

  • Reply to

    Crazy After-hours Trading

    by mdwhittier May 1, 2015 4:38 PM
    mdwhittier mdwhittier May 1, 2015 5:18 PM Flag

    Maybe not so insane. A lotta traders recognize that Seven Cohen of Point 72 is a very smart investor, so he must think risk/reward favors being long SRPT right now. And yes, it couldn't come at a better time.

    Sentiment: Strong Buy

  • Reply to

    Crazy After-hours Trading

    by mdwhittier May 1, 2015 4:38 PM
    mdwhittier mdwhittier May 1, 2015 4:53 PM Flag

    Yeah, just saw that on a Twitter feed. 5.3% passive stake and an increase of 600k shares since last filing. That's a nice vote of confidence, since he's a super savvy hedge fund manager. Should be interesting on Monday. With this news shorts will start to get really.

    Sentiment: Strong Buy

  • Srpt hit the close today at $12.72 up 52 cents on the day. At 4:02 pm there was a sell trade of 3,300 shares at $12.20. Then, an 8,400 buy at $12.43 to cut the day's close just under half. Then, some buys going up to $13. Now, a little over 20k shares traded after hours, mostly buys. Trades at 4:26pm ET at $13.35 followed by 1,500 shares at 4:31pm at $13.12. Kinda unusual to have over 20k shares trade after hours for SRPT.

    Sentiment: Strong Buy

  • Reply to

    Drisa from twitter

    by thigrlsrk May 1, 2015 7:30 AM
    mdwhittier mdwhittier May 1, 2015 3:27 PM Flag

    Guess the strategy is to overwhelm them with data, and then voila, show them the perfectly mined and arranged data of a small subset of boys that shows clinical utility. Oh, but never mind that we don't have dystrophin data, or that our large Ph3 failed miserably, or that our drug is toxic at a clinically helpful dose range. It's the "we can exon skip with the best of them" shuck and jive. Just don't look too deep under the hood.

    Sentiment: Strong Buy

  • Reply to

    Drisa from twitter

    by thigrlsrk May 1, 2015 7:30 AM
    mdwhittier mdwhittier May 1, 2015 10:34 AM Flag

    How could there possibly be over 1M pages? That sounds preposterous. And, (if true) how could the FDA possibly wade through all that in a timely manner?

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Apr 30, 2015 2:48 PM Flag

    I think the weakness is the result of huge selling in biotech/healthcare ETF funds: IBB, XBI, BBH. The more selling out of these ETF funds the more selling across any biotech that's in those ETFs. And then there's retail, hedge funds w/ sell stops triggered, and selling begets more selling. The wind is being let out of the biotech bubble worry that's been developing over the past 6 months. Risk off, and all that; not manipulation.

    Sentiment: Buy

  • Reply to

    Look at things from the FDA's perspective.

    by bf109gee Apr 29, 2015 11:07 AM
    mdwhittier mdwhittier Apr 29, 2015 3:18 PM Flag

    Thank you, bf109; well reasoned and well said. There's nothing in the BBJ interview with CG that I can see as problematic wrt to FDA getting their feathers ruffled, as some on this board have implied. I suspect CG's departure had more to do with his firmness of stance on not wanting to sell the co or partner away assets.

    Sentiment: Strong Buy

  • Reply to

    the CG interview

    by simp08801 Apr 28, 2015 3:45 PM
    mdwhittier mdwhittier Apr 28, 2015 10:01 PM Flag

    And, has he sold any of his shares? Not likely. I'm thinking more and more that he ran afoul of the board for not wanting to entertain eventual sale of the co. I think his vision for Srpt was for it to become the next Regn, and I think issues related to conflict with FDA was minor in comparison to internal conflict.

    Sentiment: Strong Buy

  • Reply to

    the CG interview

    by simp08801 Apr 28, 2015 3:45 PM
    mdwhittier mdwhittier Apr 28, 2015 9:57 PM Flag

    "I live in fear of what tomorrow may bring." Boring handwringing. Go grab your blankie.

    Sentiment: Strong Buy

  • Reply to

    Ed hasn't even done his first conference call

    by starfe11 Apr 28, 2015 7:41 PM
    mdwhittier mdwhittier Apr 28, 2015 9:54 PM Flag

    Blah, Blah, Blah..........drivel.

    Sentiment: Strong Buy

  • Reply to

    the CG interview

    by simp08801 Apr 28, 2015 3:45 PM
    mdwhittier mdwhittier Apr 28, 2015 6:43 PM Flag

    And what exactly would be the inflammatory comments about FDA that you see as a potential problem here? Seems like he was diplomatic to me. Nothing a normal ego couldn't handle.

    Sentiment: Strong Buy

  • Reply to

    Big suprise

    by unclegary47 Apr 27, 2015 12:54 PM
    mdwhittier mdwhittier Apr 28, 2015 10:29 AM Flag

    It just went up too high, too fast. A lotta biotechs getting slammed right now. Doubt this goes much below $45. We'll see.

  • Reply to

    Six Months Ago Today....

    by georgecantstansya Apr 24, 2015 5:02 PM
    mdwhittier mdwhittier Apr 24, 2015 6:03 PM Flag

    Yeah, not sure what information will be disseminated on 27-Apr. but it should be interesting (not withstanding simp's worry beads working overtime). Maybe results of the 4th biopsy? If that's the case, and they are smashingly positive, I think that puts a lock on AA. After all, FDA would then have all it has required of Srpt, and more; additional data for safety, natural history data, and if D biopsy data are positive, wouldn't that be a slam dunk? Positive "D" numbers from independent labs (as requested by FDA) would be the clinical biomarker that would indicate that Etep. is likely to create a significant clinical benefit. Then, fast forward to AA. FDA then gets to redeem itself, having done its own DD, and they don't look like schmucks for delaying approval of Etep. And, they can say they are exercising FDASIA.

    Drisa ends up as a very weak "also ran" and BMRN gets nada for royalties b/c RNA's patent claims don't have validity. The company begins to engage in talks (if it's not doing already on an informal basis), for partnering or possibly purchase of the co. There's so much potential in the pipeline, maybe we just partner on anti-virals or other applications of the PPMO platform. If we have a lock on all exons, revenue from "51" would fund a lot of clinical trials going forward, but there's some deep pocket investors who would like to be made whole. The spring is winding ever tighter for the shorts.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Apr 23, 2015 2:23 PM Flag

    Hello, J & E...I appreciate your thoughtful and thorough analysis, as well as clearly elucidating associated risks here. Do you have a Twitter handle? If so, I'd like to Follow you. I have a small stake in LBIO as well as a basket of CAR-T / gene therapy companies.

    Sentiment: Buy

  • Reply to

    Fundamentals

    by carl.trygstad Apr 22, 2015 8:47 PM
    mdwhittier mdwhittier Apr 23, 2015 1:44 PM Flag

    Carl, how would you explain the "basic technology" of Tril as CAR-T? I'm not seeing Tril doing any re-engineering of T cells using viral vectors.

    Sentiment: Strong Buy

  • Reply to

    is excitment over "April 27" ill conceived? ...

    by simp08801 Apr 21, 2015 10:28 PM
    mdwhittier mdwhittier Apr 22, 2015 5:08 PM Flag

    Are you kidding me? There are many boys with dmd who still don't have access to Etep.

    Sentiment: Strong Buy

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