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Sealed Air Corporation Message Board

my_humble_opinion_is 10 posts  |  Last Activity: Apr 14, 2016 11:37 PM Member since: Jan 18, 2008
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  • my_humble_opinion_is by my_humble_opinion_is Apr 14, 2016 11:37 PM Flag

    MEIP... Data blows CPXX away ...CPXX OS is 9.6 months and ... MEIP OS is 16 months and counting .....

  • my_humble_opinion_is by my_humble_opinion_is Apr 14, 2016 8:51 AM Flag

    CytRx Corp. (NASDAQ: CYTR) just gave an update on its lead oncology candidate, aldoxorubicin. The company is trialing the drug in a global Phase 3, with a target indication of second-line soft tissue sarcomas. The drug is part of an already established family of cancer drugs called anthracyclines chemotherapy drugs. Along with most chemotherapies though, anthracyclines aren’t particularly specific to cancer cells, so that the drug is associated with low tolerability and some serious side effects. With aldoxorubicin, CytRx is attempting to improve the selectivity of this family of drugs, making them more tolerable and safer for patients.

    The near-term catalyst has to do with an announcement that the ongoing trial had hit the 191 checkpoints it was required to before the U.S. Food and Drug Administration (FDA) would accept any data analysis. This means CytRx can now use the data to form the basis of a new drug application and pave the way toward an FDA approval and commercialization. The data are set for release before the end of the quarter.

  • my_humble_opinion_is by my_humble_opinion_is Apr 2, 2016 7:27 PM Flag

    MEIP had a very good data update on the single arm elderly AML Phase II trial at ASH but the stock went down. The trial was a combination of Vidaza and pracinostat. They reported a 14.3+ month OS (still counting) with a high complete response rate of 42%. Anything over 12 months would be a win and 14 months a big win and they still haven’t reached median overall survival on the whole cohort (median OS for patients with high risk genetics was 13.3 months again a big win in my book). The best results for Vidaza as single agent in elderly AML is about 10-12 months OS. The negative is that this was a single arm trial and patients probably had a slightly lower blast count than in the comparative Vidaza trials..The current market cap is only $51.75 million with cash as of September 30th of $58 million and no debt.

  • my_humble_opinion_is by my_humble_opinion_is Mar 30, 2016 8:18 AM Flag

    What’s the market potential for the drug on approval? Every year, around 75,000 melanoma cases are diagnosed in the US. We’ve used the 25% NRAS mutation figure above, but let’s be conservative (estimates vary) and say 20% have an NRAS mutation. This puts us at around 19,000 cases each year. The average cost of melanoma treatment is around $1,800 per patient, but we have a mitigating factor at play here – NRAS is primarily associated with poor prognosis (i.e. it is much more serious, and often later stage when diagnosed, than BRAF). As melanoma advances, average costs rise to $170,000, with the later stage costs often accounting for more than 90% of total treatment cost. It is not unreasonable to assume, therefore, that Array could put a conservative price tag of $100,000 on this treatment, if approved. This would give it potential revenues of $1.9 billion, based on the NRAS mutation figures. How about $50,000 per treatment that is still a billion dollar drug friends. Novartis funded development, but in a stroke of luck for Array (and in a very unusual deal), Novartis paid Array $85 million to bow out of the agreement last year, returning global rights to the latter.

  • Reply to

    They are burning 10 mil a quarter

    by my_humble_opinion_is Mar 4, 2016 4:58 AM
    my_humble_opinion_is my_humble_opinion_is Mar 4, 2016 7:23 AM Flag

    So end of June sales will be key. Stock will move up... They will raise some cash and we will move forward

  • my_humble_opinion_is by my_humble_opinion_is Mar 4, 2016 4:58 AM Flag

    So they got 3 quarters of money if sales don't grow ...we know sales are growing .. sales will ramp they should just make it and be ok ....hanging tight and watching

  • my_humble_opinion_is by my_humble_opinion_is Mar 4, 2016 4:44 AM Flag

    Sales growth should continue just a little slower

  • my_humble_opinion_is by my_humble_opinion_is Feb 9, 2016 12:35 PM Flag

    poor people have been voting Democratic for 50 years and told to vote democratic by rich people that say they are going to help the poor people ... but guess what the poor people are still poor? Hello ?? Wake up sheep.!!

  • my_humble_opinion_is by my_humble_opinion_is Feb 6, 2016 12:08 PM Flag

    5% of 1,000,000 potential DME patients = 50,000 patients x $8500 average cost is $425,000,000 million in sales. ALIM is undervalued.

  • my_humble_opinion_is by my_humble_opinion_is Feb 6, 2016 9:50 AM Flag

    Total ... DME market ..is ..1,000,000
    If ALIM gets 20% of the DME market that is 200,000 x $8,500 per treatment which will equate to $1.7 billion in sales ? Why is this thing at $2 and change ? This should be and will be a $40 dollar a share stock. We are in a nuclear winter for biotech. Be patience my friends and stay thirsty !

SEE
46.52May 4 4:02 PMEDT