Recent

% | $
Quotes you view appear here for quick access.

Amkor Technology, Inc. Message Board

mgm2020 390 posts  |  Last Activity: 59 minutes ago Member since: Mar 3, 2010
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • mgm2020 mgm2020 59 minutes ago Flag

    Absolutely correct. None of the antipsychotics currently being used by MD's for PDP are "approved" for that, and they ALL carry more severe warnings than Nuplazid will, and that hasn't stopped them from Rx'ing it off-label for PDP. The same will go for Alzheimer's agitation and psychosis with many doctors deciding to give it a try for their patients since it has a very good safety profile and does not affect motor function---which is important to anyone on this drug. Nuplazid COULD become the drug of choice for Alheimer's psychosis even without that specific approval-----yet. It happens all the time in medicine. Lots of treatment crossover. If something turns out to be better than the current standard of care, physicians tend to figure that out pretty quickly on their own.

    Sentiment: Strong Buy

  • Reply to

    Here's the BBox

    by crecy_war_knight 18 hours ago
    mgm2020 mgm2020 1 hour 59 minutes ago Flag

    Totally generic and says nothing specifically about Nuplazid or PDP and increased risk-----only about the ELDERLY with dementia and increased risk taking ANY antipsychotic medication. But nothing at all negative about treating PDP with Nuplazid-----NOTHING!

    Sentiment: Strong Buy

  • Here is a copy of the label and the "warning" as shown in the press release:
    "Important Safety Information and Indication for NUPLAZID (pimavanserin) tablets
    WARNING: INCREASED MORTALITY IN ELDERLY PATIENTS WITH DEMENTIA-RELATED PSYCHOSIS
    Elderly patients with dementia-related psychosis treated with antipsychotic drugs are at an increased risk of death. NUPLAZID is not approved for the treatment of patients with dementia-related psychosis unrelated to the hallucinations and delusions associated with Parkinson’s disease psychosis. "

    THAT IS NOTHING!! That still leaves the door WIDE open for doctors to prescribe off-label for other psychosis if they chose(if it will help the patient in their best judgement they have every right under their license to prescribe any drug for any purpose). This is absolutely the BEST POSSIBLE SCENARIO for the approval and label. Only a cautionary warning of the increased risk of mortality with ELDERLY patients treated with Nuplazid------DUH!!! I believe the elderly are at a higher risk of mortality when they're treated with anything. And the launch is planned for June----much quicker than with other brand new drugs thanks to the hiring of the sales force already and the pre-approval publicity and knowledge of Nuplazid. THIS WILL ROCKET OUT OF THE GATE!! For ACAD and shareholders this could not have worked out any better. This is a double rarity-----a NEW DRUG that has NO FDA APPROVED COMPETITION and a tremendous unmet medical need, and a label that includes a very generic warning when every other unapproved drug that has been tried to treat PDP(that doesn't even work and worsens motor symptoms) carries one!! This will not only be the first choice for ALL DOCTORS treating patients with PDP(and even ADP)-----but it will be the ONLY CHOICE!!! Buy at the open and hold through the buyout!

    Sentiment: Strong Buy

  • Funny how this article was put out this morning---long after the approval was issued. But previously the author had put out articles naming Acadia as one of a few stocks where investors could DOUBLE their money.

    Sentiment: Strong Buy

  • Why would $39 be considered bashing? He explained previously how he calculated that the options spread was equal at a price $6 higher or lower than the stock price so that is what he is basing his prediction on. I think you can throw that out the window due to the short position-----which does NOT want to be locked in if there is a rapid buyout offer----and the fact that I do NOT think that approval was "priced in" at all due to the uncertainty of ANYTHING that the FDA does and the history of the development and length of time to approval for Nuplazid. Now I suppose that shorts don't HAVE to cover and they can leave their position in place for as long as they want(unless they get a margin call), but it sure makes sense to cover their position now rather than at $60 or $70 or higher.

    Sentiment: Strong Buy

  • the risk of increased mortality in elderly patients. The Reuter's article says that the FDA has "asked" ACAD for a "black box" warning, and the AP article simply says that Nuplazid will come with a "warning" but no black box. Which is it---and does it even matter? I say no, since all other drugs used to treat PDP--which are NOT approved for that carry "black box warnings" and Nuplazid is safer and more effective than any of them. But there is certainly a difference between the FDA "requiring" a black box label and "asking" for one. I didn't think the FDA "asked" for anything----just demanded.

    Sentiment: Strong Buy

  • just asking. Hopefully jumped off a bridge somewhere.

    Sentiment: Strong Buy

  • The company would never accept that low a price. The stock reached that price a few months ago. The MINIMUM for a buyout would be $75-$80. And in 2 years that price could be up to $100-$120.

    Sentiment: Strong Buy

  • Thanks to the increased short position, likely as a hedge against a negative outcome, and the label being about as good as possible------I say the stock SOARS and hit's $45 before pulling back. EVERYONE knows that ACAD is now the ripest bio/phama stock for a buyout with a drug that has NO APPROVED COMPETITION, 20 year exclusivity-----AND other applications coming that will increase the value of Nuplazid by 5-10 fold!

    Sentiment: Strong Buy

  • Reply to

    Compensation Levels

    by a911stockman911 Apr 29, 2016 10:11 AM
    mgm2020 mgm2020 Apr 29, 2016 10:55 AM Flag

    There is much more incentive that way to increase the price of the stock. Isn't that what we want?

    Sentiment: Strong Buy

  • Reply to

    IMO 8400 - DLBCL trial

    by soup2222 Apr 29, 2016 6:40 AM
    mgm2020 mgm2020 Apr 29, 2016 10:53 AM Flag

    The report says that Idera "fell short of internal expectations" for 8400 in DCBCL as graded by the corporate executives, who also gave the entire category 90% as far as achieving all of the company's goals. I think the company was expecting a more rapid trial enrollment. The trial enrolled fairly slowly until the 8400 WM results were released and then Bob told me that the trial doctors were very excited by the results and enrollment was accelerating. Now they have amended the trial to include higher dosages just like WM. That is all.

    Sentiment: Strong Buy

  • presenting if he wasn't totally ready AND had nothing positive to present? I expect the ship to be righted and business to be right on track. Posard is NOT enough justification for the stock price to have dropped by over $2.50. I expect to see the stock back over $5 next week.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 28, 2016 5:46 PM Flag

    Nothing wrong with that. I did the same thing. Bought a few thousand shares in the $3's and sold them around $5---around my core position, though. Still holding a large position and if the stock drops I will add a few thousand more.

    Sentiment: Strong Buy

  • a completely different situation when the CEO is FIRED FOR CAUSE! That created a dedication and concentration issue that constantly created trust issues. The BOD is SWORN under their covenant to ONLY DO what is best for the shareholders, and if replacing the CEO and CFO is what satisfies that condition then they did the right thing. The market reaction is certainly understandable, but with the unique, heavily patented, critical arsenal of PCM tests that are becoming essential in choosing the most appropriate treatment for cancer patients with the greatest likelihood of success-----all from a simple and easily repeatable urine test with 160 million people now covered by their insurance compared to ZERO 4 months ago-----the odds heavily favor a strong comeback for TROV and advancement and progress on the same trajectory as before. THIS IS A BUYING OPPORTUNITY!

    Sentiment: Strong Buy

  • has a complete grasp of the company and it's technology in just a little over a week and a half, and how he presents himself and the company in front of a captive and VERY important audience----investors and brokerage firms. It will also show what kind of relationship he and Erlander have developed in a very short time. I want to see a very confident presentation with all goals intact and all bullet points hit: increasing and adding more insured and more panel inclusions, strong response from the field as far as interest and PCM ordering and utilization goes, increasing the ratio of paid tests to "free" tests, expanding into lung and pancreatic cancer/mutations, and any mention of a new CCO unless Welch is going to pull double duty for a while since he has experience in commercialization activities. Hopefully this instills a little more faith and confidence that, at most, this is just a minor and very short-term setback and in the long run will have a negligible effect on TROV's progress, development, expansion, and REVENUE!

    Sentiment: Strong Buy

  • Reply to

    What's likely going to happen IMHO

    by the_spader_3000 Apr 28, 2016 2:32 PM
    mgm2020 mgm2020 Apr 28, 2016 2:45 PM Flag

    There would be no placebo effect in Alzheimer's agitation. for that to occur the patient must be aware and cognizant of what they are taking, and most Alzheimer's patients have no idea what medication they are on or even why they are taking it.

    Sentiment: Strong Buy

  • Reply to

    Puzzling Reuters article Re: ACAD / AXON

    by the_spader_3000 Apr 28, 2016 1:32 PM
    mgm2020 mgm2020 Apr 28, 2016 2:43 PM Flag

    The author did very little research and just threw a number out there. We know that the actual market value of Nuplazid just for PDP is somewhere between 500 million and $1.5 billion dependin on exactly how much penetration there is. But he did say that ACAD may pursue LBD also an that AXON is at least 2-3 years behind ACAD. ACAD could run a trial for LBD in the meantime, apply for label expansion and still beat AXON to the market if they so choose. I think that ACAD will be bought(as many here do) long before that and whoever buys them can pursue whatever avenues they like. The largest market, however, is in Alzheimer's psychosis which will yield data very soon. Positive data doubles or triples the market value and market cap.

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 28, 2016 11:26 AM Flag

    And his term was up on May 17th. You think he doesn't hold a bit of a grudge against the company that fired him?

    Sentiment: Strong Buy

  • mgm2020 mgm2020 Apr 28, 2016 11:23 AM Flag

    Are you just a nut? Schuh was FIRED fired by the company.

    Sentiment: Strong Buy

  • This is a very good sign that the company is trying to, and will move forward without skipping a beat. Welch's experience as a CEO and former CCO are critical while the company searches for a new CCO--which I believe will not take long. Sales and marketing will continue at a torrid pace and the 160 million people covered now by their insurance certainly provide a very solid base for rapid expansion. This should be a very informative presentation and we should find out if all programs are on track to achieve the company's goals for 2016 and beyond. NOT a time to sell.

    Sentiment: Strong Buy

AMKR
5.71-0.17(-2.89%)Apr 29 4:00 PMEDT