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Genomic Health Inc. Message Board

mdwhittier 82 posts  |  Last Activity: 9 hours ago Member since: Sep 17, 2012
  • mdwhittier mdwhittier Sep 14, 2014 1:12 PM Flag

    grey: I follow SRPT very closely and the BB posts as well. I've put most posters on ignore, as very few are worth reading. I also read everything that AF puts out. I just don't see the point in tossing out almost clever posts that new readers wouldn't understand, and couldn't see the humor in. Don't get me wrong, I love a good joke, but have grown weary of some of simp's posts.

    Sentiment: Strong Buy

  • Reply to

    to my friend md:

    by simp08801 Sep 13, 2014 1:49 PM
    mdwhittier mdwhittier Sep 14, 2014 12:53 AM Flag

    Great link. An excellent testimonial; thoughtful, measured and insightful.

    On the related topic of AF; I get that he slammed SRPT for straying from job #1 (Eteplirsen) by rekindling focus around the Ebola/Marbug anti-viral platform, and then asked if their drug was part of a treatment regimen for one of the patients recently treated. Talking out of both side of his yap. Firstly, he's all about driving traffic to TheStreet's website, which increases his stock. Secondly, he's a big self-promoter - I get that. But, he has to my knowledge been consistent in his support of SRPT's efforts to bring Etep. to the finish line. He's a believer, but not opposed to stirring the pot. He's one of the smartest biotech journalists in the business. Not a perfect track record on his picks and pans, but he looks under the hood way more than the average investor. When he smells a rat, he's all over bad management and more so with bad data readouts and obfuscation of data. I'd rather have him kicking the tires of any biotech stock I'm invested in than not.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Sep 12, 2014 11:08 PM Flag

    And for what purpose do you post this worthless endeavor? To entertain yourself, and those who follow you closely enough to get your dissing AF humor? Seems like a waste of everyone's time.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Sep 12, 2014 7:14 PM Flag

    simp0881: are you serious? One person's article will disrupt SRPT's management and derail their focus on DMD, causing them to miss deadlines? You have to be kidding, right? Or, is this just a massive case of hyperbole on your part?

    Sentiment: Strong Buy

  • Reply to

    Thanks Cramer

    by srogers563 Sep 12, 2014 9:47 AM
    mdwhittier mdwhittier Sep 12, 2014 10:26 AM Flag

    Smart move. The shorts had their positions dented, but they have the benefit of time. More data read outs for ADP are needed to move the stock into the mid-30's. Revenue from PDP will fund Ph3 trials for ADP and schizophrenia, even if it's only for co-therapy. It's still a $75-85 stock by this time next year. Cramer's right, it will be taken out by large pharma. I'm long but just don't trade it, but probably should. And, I don't use stops.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Sep 7, 2014 1:52 PM Flag

    I had previously placed him on ignore, but made the mistake of reading his reply to moulton. What was I thinking, trying to argue with a moron? Back to permanent ignore for him, but misinformation does a disservice to legitimate investors, trying to understand the issues here.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Sep 7, 2014 10:56 AM Flag

    Are you being purposely misleading, or are you just ignorant of AVI-7537's history of testing their drug for marbug/ebola? SRPT has gone beyond mice studies to test in primates with excellent efficacy. In the ph1 human safety study, FDA found no safety or tolerance issues.

    So, when you minimize jonmoulton's post about a research article re: "morpholinos targeting human protein required by the virus for replication" you reveal not only your negative bias, but also your ignorance of the facts. Makes you seem like a phony.

    Sentiment: Strong Buy

  • Reply to

    My Guess Why SRPT Is Weak Today

    by jim_himmel Sep 5, 2014 11:55 AM
    mdwhittier mdwhittier Sep 5, 2014 1:14 PM Flag

    The buyers will be the shorts, covering their positions, and new $$ coming into the stock, when an NDA gets filed, and then again when 24 month dosing in new clinical trials occurs. As long as no safety issues arise with dosing of younger cohorts, we'll be in the $50's or much higher by this time next year. $75 is not out of the question.

    Sentiment: Strong Buy

  • Reply to

    10 minutes in

    by bf109gee Sep 5, 2014 9:42 AM
    mdwhittier mdwhittier Sep 5, 2014 1:06 PM Flag

    Look, rico...nothing is "wrong" here. What's wrong is your lack of patience. The FDA has shown their hand; greater flexibility for assessing potential DMD treatments.

    Clinical trials take a lot of time. What's wrong here is your lack of patience. You must know that with most biotech stocks you don't get immediate gratification, and it's usually a roller coaster along the way. 6 months from now, we'll be in the $40's. Eteplirsen will become an approved drug. Do you doubt that? And, C.G. is doing a great job, in spite of all the nay sayers. Quit the hand wringing and ignore the day-to-day fluctuations; it's just Hedge Fund traders moving the health care ETF's for ST gains - no big deal.

    Sentiment: Strong Buy

  • Reply to

    NDA = $50....... BUY OUT = $75-$100

    by crecy_war_knight Sep 2, 2014 11:15 AM
    mdwhittier mdwhittier Sep 2, 2014 2:18 PM Flag

    Is your buyout prediction based only on Pima for PDP? There's no point to getting an itchy trigger finger to sell the company when ADP is virtually locked, and as a co-therapy (or possibly stand alone) for schizophrenia, I think we're talking multi-billions in sales w/i 3 short years. The co. has enough cash to fund these trials. It's a future cash cow, like ITMN, only more so.

    Sentiment: Strong Buy

  • "NUPLAZID is ACADIA’s proprietary small molecule that is a selective serotonin inverse agonist preferentially targeting 5-HT2A receptors believed to play an important role in psychosis." And, of course its role in psychosis will also prove to be efficacious in ACD and schizophrenia, with similar safety profiles, which is outstanding in PDP. Future clinical trials will bear this out.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Aug 26, 2014 8:48 PM Flag

    Really? And why should any board member here truly care about your position? Honestly, I can't think of a reason why anyone here would, or should care. How about considering not posting when you buy back in. Again, we don't care. Oh, and you are on permanent IGNORE! For being boring.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Aug 25, 2014 6:04 PM Flag

    A lot. You're such a pathetic tool.

    Sentiment: Strong Buy

  • Reply to

    After Hours Buy

    by mdwhittier Aug 25, 2014 4:34 PM
    mdwhittier mdwhittier Aug 25, 2014 6:02 PM Flag

    That's an interesting thing to note. Wonder if they were stock options being exercised? Anybody else have ideas?

    Sentiment: Strong Buy

  • mdwhittier by mdwhittier Aug 25, 2014 4:34 PM Flag

    Of 126k shares @ $4.21 An institutional buy, no doubt. Looks like accumulation to me.

    Sentiment: Strong Buy

  • mdwhittier mdwhittier Aug 25, 2014 4:30 PM Flag

    Sure. He was simply offering his opinion about the share price, based on the likelihood of the success of Etep. and follow-on exon candidates. He implies that SRPT is on the cusp of greatness with their PMO platform, and since they own a large piece of the PMO intellectual property, they stand to benefit from future applications of that technology. Remember, his mentioned timeline is 5-10 years. Could SRPT be a 10 bagger from here in 5 years? I have no doubt whatsoever. And in the following 5 years even more.

    C.G. is a sharp & determined CEO who has taken a lot of knocks b/c folks here think he's poorly managed the Etep. trial, and failed in interactions with FDA. The reality is that FDA has taken a long time to get up to speed on what the science/technology is all about, and how future clinical designs should be designed. We're finally on the right track, but it's not his fault that an agency as big as FDA is a slow and lumbering machine, with staff members who have a lot to grapple with to understand the science. It doesn't help that dystrophin isn't easy to measure and quantify. This too is about to change. In 6 months, things will look a lot different. Patience is a virtue. GLTA

    Sentiment: Strong Buy

  • Reply to

    EXPECT BREAKING NEWS SOON

    by usagary1 Aug 20, 2014 3:59 PM
    mdwhittier mdwhittier Aug 20, 2014 11:48 PM Flag

    C'mon Gary......you can be so much better than this. You sound like a mindless pumper. Time to swear off the pointless posts.

    Sentiment: Strong Buy

  • Reply to

    SRPT

    by carpet310 Aug 19, 2014 10:35 AM
    mdwhittier mdwhittier Aug 19, 2014 11:25 AM Flag

    The question is: Who is going to pay for any further drug development and manufacturing? If the DOD is going to pony up funds, that process would take many weeks to get green lighted and then a contract would have to be drafted.

    And, to administer drugs that have not completed scientific, evidenced-based analysis on humans, is a slippery slope. If the drug were administered to sick patients at early/mid/late stages of infection, who would keep track of which persons apparently responded to drug, so there would be some attempt to determine some type of efficacy. Sick people given drugs, who then later died, would be thought by poorly educated rural populations to have been poisoned. The entire process of giving unproven drugs to hundreds of sick people is fraught with problems. If the current ebola outbreak reached a pandemic stage, there would be more incentive to take these risks. We're not there yet.

    The best we can hope for right now is that SRPT is in talks with the DOD to reboot clinical trials that would highlight SRPT's drug technology, bring in additional revenue, and further the cause for a treatment for ebola that would save lives.

    Sentiment: Strong Buy

  • Reply to

    For the "No $$ in Ebola" Camp

    by mdwhittier Aug 8, 2014 1:13 PM
    mdwhittier mdwhittier Aug 8, 2014 3:23 PM Flag

    Perfect response to pasteur420. Blowing up a plane is unquestionably devastating for all affected parties. Someone purposely spreading ebola virus around while in a sickened state, in an urban area, would increase the fear factor in a massive way. It's not just killing people that is on the agenda of terrorist groups, it's creating fear and panic. The concern here is legitimate.

    Sentiment: Strong Buy

  • This discussion has already happened within govt. anti-terrorist think tanks: An extremist Muslim, who would consider blowing themselves up as a martyr, is now willing to become infected with ebola, and then transport themselves to an EU country, or even the U.S. Don't think this hasn't crossed the minds of terrorists factions already. While extremist terrorist groups typically prefer to make a large footprint for media consumption with a big kill factor (blowing up airplanes), inciting fear and wrecking havoc in capitalist countries is always on their agenda.

    There's no question that with the potentially long incubation period for ebola, this virus can easily be transmitted intercontinentally by an already infected but asymptomatic individual. The level of concern about this reality is high, for a very good reason. Ramping up drug production of experimental, but high probability of success drugs just makes sense. I have no doubt C.G. is currently in talks with govt. officials about doing just that.

    Can SRPT continue along the path towards AA with Etep. and ramp up production of drug for Ebola, without losing focus on DMD? Of course they can. The DMD work will get done, and the ramp up for AVI-7537 won't slow that down a bit. I believe SRPT has an AVII satellite lab in Corvallis, Oregon, capable of producing that drug, but I need to confirm that.

    Sentiment: Strong Buy

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