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Protalix BioTherapeutics, Inc. (PLX) Message Board

neo17a 91 posts  |  Last Activity: May 19, 2016 11:55 AM Member since: Dec 20, 2010
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  • Reply to

    More great news today on gene therapy cures

    by neo17a May 19, 2016 9:44 AM
    neo17a neo17a May 19, 2016 11:55 AM Flag

    . . . au contraire, f0, I lost money -- though mostly on srpt . . . but I prefer -- as a longtime biotech investor -- to take the long view . . . yes, I sold some BMRN at $140 to buy more srpt as a hedge and both got killed by the FDA . . . that said, my considerable stake in BMRN was originally purchased at $17 per share, and I had been selling it off since it broke $100 . . . and, as I posted here some months back, I sold the last of it to buy more BLUE, which is where I think the future of medicine is headed . . . just confessin' . . .

  • Reply to

    More great news today on gene therapy cures

    by neo17a May 19, 2016 9:44 AM
    neo17a neo17a May 19, 2016 11:12 AM Flag

    . . . now, now, ci, this drug, imo, actually has some remote chance of winning approval, or maybe just a softball CRL, if enough anti-science, right-wing dopes in congress -- who hate "gummit" -- put enough pressure on the FDA . . . truth be told, I have material positions in both PFE and Spark (ONCE) and a number of other genetic therapy outfits, as well -- but I like taking a flier now and then on a real long shot, and this pig appears to have the potential upside to make the bet worthwhile. . . that said, I don't recommend you follow suit, unless you can also afford to lose big . . . just sayin' . . .

  • Reply to

    More great news today on gene therapy cures

    by neo17a May 19, 2016 9:44 AM
    neo17a neo17a May 19, 2016 10:23 AM Flag

    . . . I wonder why PFE or some other big pharma never partnered with srpt? . . . you think maybe because they prefer drugs and technologies that actually work -- I mean beyond a placebo effect, of course? . . . just speculatin' . . . (still holdin' my srpt shares, holdin’ my nose, hopin’ for $60, and lookin’ to make a quick exit) . . .

  • . . . Reuters, May 19, 2016 . . . “Spark therapeutics and Pfizer announce data from initial subjects in hemophilia b trial demonstrating consistent therapeutic levels of factor ix expression” . . . “Subjects received one-time administration of a highly optimized gene therapy at initial low dose without need for immunosuppression” . . . “Over combined 28 weeks of observation, none of three subjects received regular infusions of factor ix concentrates to prevent bleeding events” . . . clock is tickin' on DMD . . . (still holdin' my srpt shares, holdin’ my nose, hopin’ for $60, and lookin’ to make a quick exit) . . .

  • neo17a neo17a May 17, 2016 4:00 PM Flag

    . . . great firsthand reporting, cm . . . I'll have to look into that BIIB connection and Solid Biosciences . . . I wonder if Duan -- now three years later -- would have the same assessment on etep? . . . regarding the cost of gene therapies, that's obviously still evolving, but my expectation remains some type of pay-for-performance scheme, i.e., some agreed-upon max paid out over so many years, so long as the cure holds -- in any case, very likely cheaper than etep over the long term . . . and the translation of gene therapies from animals to humans -- from everything I've read -- seems to be going exceedingly well . . . overall, I'm very optimistic at this point -- though, as a longtime biotech investor, I know stuff can go terribly wrong in a hurry . . . that said, I'm reminded of a comment by BLUE's CEO Nick Leschly after a recent quarterly Q&A (I'm paraphrasing here): you can bet against us, but I don't advise it . . . thanks, again, cm, for that insider's perspective . . .

  • neo17a neo17a May 17, 2016 12:54 PM Flag

    . . . morpholinos, I suppose, "can target almost anything" . . . but it's results that count, cs, and that's the difference between gene editing and the the morpholino antisense nonsense: gene editing is producing stunning results -- right now -- and oliglops continue to produce flops . . . look no further than where big pharma is partnering today . . . it's in gene editing, because they know -- PFE, BMY, GSK and all the rest -- that it's the future and that there's a global race on to be first to market . . .

  • neo17a neo17a May 17, 2016 11:00 AM Flag

    . . . “Today, several hundred gene therapies are in development, and many aspire to be out-and-out cures for one of about 5,000 rare diseases caused by errors in a single gene.” . . . I wonder how many big pharmas are still pursuing the oliglop-flop approach? . . . hmm . . . (holdin' my shares, holdin' my nose, and hopin' for $60) . . .

  • neo17a neo17a May 17, 2016 10:41 AM Flag

    . . . agree completely, cs . . . the cocktail should easily double the placebo effect -- synergistically speaking, of course . . . you folks are a hoot . . . (holdin' my shares, holdin' my nose, and hopin' for $60) . . .

  • neo17a neo17a May 17, 2016 9:57 AM Flag

    . . . you misunderstand as usual, cs . . . I'm simply hoping for an absurd overreaction in the market on any good news from the FDA, so I can cut this pig loose and move on . . . that said, I do think news of a legitimate DMD cure will be announced in 18 to 24 months . . . that, I think would news worth hearing -- about a cure . . . not just an over-hyped placebo effect . . .

  • neo17a neo17a May 17, 2016 8:49 AM Flag

    . . . in fact, check out the latest DMD breakthrough developments at Duke University and the University of Missouri . . . amazing stuff . . . (still holdin' my srpt shares, holdin' my nose, and hopin' for $60 -- and a quick exit) . . .

  • neo17a neo17a May 17, 2016 8:28 AM Flag

    . . . I think what you fail to grasp, e7, is that the "adcom experts" are purposely selected to provide qualified, unbiased counsel to the FDA based on the actual data and other relevant information . . . the opinions of your so-called "35" DMD experts -- who may or may not have a vested interest in the outcome -- were made available to the agency and its outside advisors . . . and, still, a majority of them voted, NO . . . moreover, as I recall, these "36" signed on to endorse a single document . . . how easy was that? . . . how many other DMD "experts," worldwide, would disagree with their views? . . . I don't know . . . but I do think the views of the "36" got a fair hearing, nonetheless . . .

  • neo17a neo17a May 16, 2016 9:34 PM Flag

    . . . you need to get current, cn, and quit makin' stuff up . . . just sayin' . . . (holdin' my shares, holdin' my nose, and hopin' for $60) . . .

  • neo17a neo17a May 16, 2016 9:19 PM Flag

    . . . you clearly have not been keeping up, s2 . . . watch for more big new later this year . . .

  • . . . by Antonio Regalado (excerpted from MIT Technology Review, 5/6/16) . . . “A treatment now pending approval in Europe will be the first commercial gene therapy to provide an outright cure for a deadly disease. . . . Called Strimvelis, and owned by drug giant GlaxoSmithKline, the treatment is for severe combined immune deficiency, a rare disease that leaves newborns with almost no defense against viruses, bacteria, or fungi and is sometimes called “bubble boy” disease" . . . "The treatment is different than any that’s come before because it appears to be an outright cure carried out through a genetic repair. The therapy was tested on 18 children, the first of them 15 years ago. All are still alive.” . . . “The British drug giant licensed the treatment in 2010 from the San Raffaele Telethon Institute for Gene Therapy, in Milan, Italy, where it was developed and first tested on children." . . . On April 1, European advisers recommended that Strimvelis be allowed on the market and if, as expected, GSK wins formal authorization it can start selling the drug in 27 European countries. GSK plans to seek U.S. marketing approval next year. . . . GSK is the first large drug company to seek to market a gene therapy to treat any genetic disease. If successful the therapeutic could signal a disruptive new phase in medicine in which one-time gene fixes replace trips to the pharmacy or lifelong dependence on medication.” . . . “Today, several hundred gene therapies are in development, and many aspire to be out-and-out cures for one of about 5,000 rare diseases caused by errors in a single gene.” . . . and DMD is already in the cross hairs . . . just sayin’ . . .

  • neo17a neo17a May 16, 2016 8:55 PM Flag

    . . . assuming it works at all -- beyond a placebo effect, that is . . . we'll see . . .

  • neo17a neo17a May 16, 2016 8:15 PM Flag

    . . . well, e7, in the short term, I would think insurers to name one . . . which of them would want to pay for etep's placebo-at-best performance, based on a dozen cherry-picked patients? . . . worse still, an FDA capitulation to public and political pressure now, I think, would open up a pandora's box, releasing every two-bit biopharma, worldwide, to demand the same lowered standards of proof for their snake oil . . . patients are already scrutinized for trials to optimize results . . . imagine, if all a biopharma needs in the future is a handful of them to compare against a broad historical profile -- the cherry picking of patients will be raised to an art form . . . just sayin' . . . (holdin' my shares, holdin' my nose, and hopin' for $60) . . .

  • Reply to

    Keytruda Accelerated Approval

    by bionerd51 May 11, 2016 8:59 AM
    neo17a neo17a May 16, 2016 11:33 AM Flag

    . . . it wasn't me, hd, who wrote the utterly baseless, know-nothing comments that the FDA receives "kickbacks" and has "turned on (against) . . . the kids" . . . it was you who posted that drivel. . . just repeatin' . . .

  • Reply to

    Keytruda Accelerated Approval

    by bionerd51 May 11, 2016 8:59 AM
    neo17a neo17a May 15, 2016 2:42 PM Flag

    . . . it's in its own league now, hd . . . I can't remember another drug coming this close to approval without adequate results; yet, public sympathy (no doubt generated in part by years of telethons) and fear of political muscle just might push this loser across the finish line (I'm, in fact, betting on it) . . . but at what cost to the health care system and the integrity of the FDA -- which is the acknowledged gold standard for agencies, worldwide, that look out for the health and safety of ordinary citizens? . . . regarding your utterly baseless comments that the FDA receives "kickbacks" and has "turned on (against) . . . the kids," I'll discount those as just idiotic pumper talk . . . but if you really cared about these patients and you had followed developments in the field, you'd already know that a real cure for this disease is potentially less than 24 months away from being announced . . . just sayin' . . .

  • Reply to

    Keytruda Accelerated Approval

    by bionerd51 May 11, 2016 8:59 AM
    neo17a neo17a May 15, 2016 12:19 PM Flag

    . . . as a long-time MRK shareholder, b1, I found it laughable that you could even mention etep and Keytruda in the same post . . . while Keytruda (pembrolizumab) is fast becoming a wonder drug against a wide range of cancers, etep's placebo-effect-at-best performance in dmd is likely to win approval only with a large dose of misplaced sympathy and political pressure -- real or imagined . . . just sayin' . . . (holdin' my shares, holdin' my nose, and hopin' to sell at $60) . . .

  • Reply to

    Senator Ron Johnson

    by musherga May 13, 2016 8:43 PM
    neo17a neo17a May 14, 2016 12:34 PM Flag

    . . . three words, rr . . . President Hillary Clinton . . . get used to it . . .

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