Looks like a lot of attention is coming from Roche presentation. Cobi and PDL1 in solid tumors is supposed to read out in 2015/ also other pipeline updates include Cobi with the presentation.
Just a thought, But with GSK's blundering in China, and the recent 1000 person layoff for them specifically in China. What Pharma company would you expect to benefit from GSK's lack of presence. I'd say another 22% YOY growth rate is going to be eclipsed. Starting with Q4 reporting. I've also noticed the decline in short interest in this stock since December.
For fair balance, I'll concede AZN is not expected to have a great qtr. However I expect they will surprise to the upside.
Salty, there is simply so much BS, even folks on the same team are at odds. I read every credible post i can track. I'm very pleased to see the nature of abstracts being presented. I should imagine, a number of close followers are simply anticipating the progression of data flow, as am I. But 11 would be great. Cheers E
Wish I had a clue, my crystal ball doesn't seem to be working properly, Good luck on the options, that particular timing has been difficult for me to ascertain.
Salty, the estimated final data collection date was scheduled for September 2015, So I'm just happy knowing expectations are moved up to 2nd quarter for results. The original plan was to read out by Aug 2016. That info might make a vague 2nd quarter (2015) timeline a bit more palatable.
ryno, apparently you have no comprehension of the immune system. Nor did you read the fundamental research on T-Cell therapy that clearly stated
"The solid tumors don’t have a unique target on the outside of the cell, one that T-cells could pinpoint. Instead, the proteins found on those tumors are typically present in many cells throughout the body, and attacking them would cause widespread collateral devastation."
New article on EXEL and Cobi in Motley F (not very well researched) .
But one assertion is that Exel has to pay for 25% of sales & marketing (as if that is a negative factor) Reading thru the agreement, They had the option to provide 25% of sales and marketing effort.
This was above and beyond the agreement for revenue share.(the terms of the revenue share existed regardless of whether EXEL opted into to the 25% Sales and Marketing)
My contention is that they get a 25% first cut of revenue and then share on a declining scale on the remainder. I've mentioned this previously with no feedback.
Yea I expected it was you, Happy New Year. Same crazy volume thing at NAVB, only when I checked this morning there were 4.7m shares available to short. I suspect heavy shortig today over there. Probably to keep a lid on price after tax loss selling. What will be interesting is that everyone expects Navb price to shoot up for obvious reasons, though it is flat today. Where as Exel is allowed to advance, the narcissist in me expects this may be a suckers play to buy excel today, No agenda, still holding a modestly large amount of shares.
You may be correct, still a bit perplexed by that crazy volume change. If I don't miss my guess we should end the day with well over 3M in volume.
The volume showed 2.9m for just a couple of seconds when the price was at 1.49, then a moment later back to 1.45 on a little over 100k volume. could simply be a glitch but very odd. Nasdaq still had the 2.9m when I last checked
I've seen estimates from a number of posters on the board, but don't recall you weighing into the fray. (but I do appreciate all the contributions otherwise) Do you have and estimated valuation based on the segment effective in?
Thanks in advance. and Happy New Year.
What is Cobi real valuation? I've read here between 3M and 300M per year. That is some divide. However the 3M base case was related to how limited a role biologics play in overall treatment cost, estimating a very low end range in the melanoma space. Seems Forbes believes differently for advanced stages, So what is limiting the advancement of melanoma worth? Perhaps a bit more than 3M.
Merck received FDA approval for its new immuno-oncology drug Keytruda (pembrolizumab) this year. The company beat Bristol-Myers Squibb in terms of getting the drug market ready, but the latter sued it for patent infringement. The drug will cost roughly $12,500 per month for treatment and targets advanced melanoma that accounts for most of the deaths from skin cancer cases. It uses a novel technique, under which it leverages patient’s own immune system to fight against the disease. Our findings suggest that it could generate as much #$%$ billion in revenues for the company, and has the potential to end its patent woes