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Affymax, Inc. Message Board

noquickgame 76 posts  |  Last Activity: Aug 19, 2015 11:50 AM Member since: Mar 3, 2013
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  • noquickgame by noquickgame Aug 19, 2015 11:50 AM Flag

    who blinks first?

  • Reply to

    QCOR MNK - food for thought

    by my_honest_opinion Aug 18, 2015 10:41 AM
    noquickgame noquickgame Aug 18, 2015 2:06 PM Flag

    paying for acthar has always been an issue. mnk started addressing the issue from day one it acquired Q (education, trials to collect more evidence, etc). but keep in mind that acthar is an FDA approved drug and it's usually used as the last resort of treatment. as such, it's very hard for insurance not paying for it.
    note acthar is still growing. mnk rev'ed growth rate. long.

  • Reply to

    QCOR MNK - food for thought

    by my_honest_opinion Aug 18, 2015 10:41 AM
    noquickgame noquickgame Aug 18, 2015 11:15 AM Flag

    MNK is still very solid. the low p/e may stay that way for another two quarters, however.
    last ER was not bad to me. the only rev down was the ACTHAR growth from "high single to low double" to "middle single to low double". but somehow (still don't understand) the street was spooked. or maybe it's all a show by shorts.
    the float is very tight. any buying will trigger a run up. but i am not sure who's buying in the near future. shorts now are in a much comfortable zone, so they may not recover in a hurry.
    buying out is always a possibility. but I won't use it as a strategy.
    what catalyst do you see in the near future? would really appreciate any input on this.

  • Reply to

    Retrophin suing Shkreli

    by paymerx Aug 17, 2015 7:06 PM
    noquickgame noquickgame Aug 17, 2015 9:49 PM Flag

    good. unfortunately, it's very unlikely they will have a full win. will settle.

  • noquickgame by noquickgame Aug 17, 2015 4:06 PM Flag

    Global Healthcare Income & Growth Fund is most likely adding MNK. I have some evidence.
    It's a canadian fund. and I don't know its size.

  • noquickgame by noquickgame Aug 14, 2015 9:53 AM Flag

    the last few days we saw a drop of pps of 20% range. the volume for such a big drop is certainly much higher than usual. but who's selling? institutions? funds? retailers? or shorts?
    inst are required to file with sec. so we should see soon;
    funds can be the main sellers, if they follow certain rating agency;
    retailers? many can be pushed out. but i doubt they are the main sellers;
    shorts? certainly a good possibility. we'll see short interest numbers in a month.
    what's your take?

  • noquickgame by noquickgame Aug 12, 2015 11:01 AM Flag

    i am no techie. but looking at the daily pps movement, I cannot help but feel the daily pps is controlled by traders: they dump the shares in the morning, and buy them back before eob. the pps kind reflects the activities.
    once in a while, somebody would come in a take a scoop, that's when the pps has a hike (2% to 5%), balancing out further decline in pps. we might see this pattern for a while.

  • Reply to

    New Report

    by robo_fin Aug 10, 2015 9:42 AM
    noquickgame noquickgame Aug 11, 2015 10:55 PM Flag

    just want to say thank you. useful information in this domain is hard to come by, and we individuals (longs in particular) just have to help out each other. sharing information, analysis, etc, are ways for this purpose.
    thanks again.

  • noquickgame noquickgame Aug 11, 2015 12:37 PM Flag

    i am not a big fan of conspiracies, even though i don't know how to explain everything i see and hear. regarding the analysts behavior, you've got a good point. but how do you explain the trash talking by some of the analysts? Yee's consistent misleading statements about the company (facts)?

  • noquickgame noquickgame Aug 11, 2015 11:47 AM Flag

    it's A ...

  • Reply to

    Heparc-2008/MONARCH Study

    by noquickgame Aug 11, 2015 10:15 AM
    noquickgame noquickgame Aug 11, 2015 11:12 AM Flag

    I should have added that I did not read the Investor Village board. maybe i should create an account there.

  • Reply to

    Heparc-2008/MONARCH Study

    by noquickgame Aug 11, 2015 10:15 AM
    noquickgame noquickgame Aug 11, 2015 11:11 AM Flag

    thanks.
    do you sense that the Pharmasset study is more on "get the best result" or "let's which combo works"? Note that I am more from an end product/patient benefit perspective, not a scientific discovery/validation. My hope is always a product that can be marketed that benefits patients. (complete) cure or not is less important.

  • noquickgame by noquickgame Aug 11, 2015 10:15 AM Flag

    from SA,
    "MONARCH Study is intended to be a study of various dosing regimens and combinations. It is quite similar to the approach taken by Pharmasset in the HCV field."
    Does the above indicates that the focus in really about optimization instead of effectiveness? of course there could be of different levels (70-30 vs. 50-50 in emphasis). Could somebody in the fields comment?
    and what about the "approach taken by Pharmasset"? I did a search and could not find the focus of the approach. the answer might shed lights on my first question.
    it could be very exciting if what I was reading into is true.
    by the way, the quote is quoted as from the conference call by the SA article. I assume it's accurate. but I'll check it later.

  • Reply to

    Research Notes?

    by drunkenmaster17 Aug 10, 2015 4:05 PM
    noquickgame noquickgame Aug 10, 2015 7:41 PM Flag

    maybe. but the company might be thinking of
    increase the reach to the patients;
    increase prescriptions via other indications;
    adjust the price

  • Reply to

    ANOTHER Acquisition

    by caffeinsomniac Aug 10, 2015 8:56 AM
    noquickgame noquickgame Aug 10, 2015 9:47 AM Flag

    on = one.

  • Reply to

    ANOTHER Acquisition

    by caffeinsomniac Aug 10, 2015 8:56 AM
    noquickgame noquickgame Aug 10, 2015 9:46 AM Flag

    from their web site:
    "Therakos, Inc. is an immunotherapy company focused on providing innovative treatment platforms that harness the power of each individual patient’s immune system to fight disease. We are the global leader in autologous immune cell therapy delivered through extracorporeal photopheresis (ECP)."

    it appears that they've got on treatment, Therakos Immunotherapy. not sure if there is anything else in the pipeline.

  • Reply to

    Finally, the QCOR days are back ;-)

    by goldtean Aug 5, 2015 1:28 AM
    noquickgame noquickgame Aug 5, 2015 12:23 PM Flag

    this is just a raid. see this (our old friend):

    Retrophin, Inc. (RTRX) -NasdaqGM  Watchlist
    36.01 Up 4.27(13.45%) 12:20PM EDT - Nasdaq Real Time Price

    Add to Portfolio
    Prev Close: 31.74
    Open: 33.17
    Bid: 36.22 x 100
    Ask: 36.26 x 200
    1y Target Est: 47.33
    Beta: 0.35
    Next Earnings Date: N/A
    Day's Range: 31.63 - 37.04
    52wk Range: 7.85 - 37.04
    Volume: 667,010
    Avg Vol (3m): 495,916
    Market Cap: 1.26B
    P/E (ttm): 210.18

    it makes no sense.

  • Reply to

    rational

    by noquickgame Aug 5, 2015 10:12 AM
    noquickgame noquickgame Aug 5, 2015 10:14 AM Flag

    should have noted that the rev down was from reading somewhere else. not verified.

  • noquickgame by noquickgame Aug 5, 2015 10:12 AM Flag

    "we anticipate long term that Acthar will be growing in the mid-single to low-double-digit range over the next couple years".
    is it justified to have such a drop in valuation for a rev from "high-single to low-double-digit range" to "mid-single to low-double-digit range"? what else is the street basing their reaction? MNK's current valuation does not seem to be based on very high growth anyway, given the low p/e or peg.
    there might be other reasons behind the scene. but those are kind of independent, so should be reflected in the ongoing business/pps performance.

  • Reply to

    Giggidity!

    by mkerryfuller Aug 4, 2015 10:36 AM
    noquickgame noquickgame Aug 4, 2015 1:00 PM Flag

    with all due respect, i am not sure how you come up with the $40 pps. but we'll see.
    I know i am mostly in the dark in terms of scripts, and what not. but I don't think the Q has run its course yet, far from it. And I am assuming there is no 2015 rev down (i did not listen to the cc. the damn thing needs flash, and i've got rid of it). if that's the case, I'd say it's a positive (remember, the earnings were reved up in the last cc).
    anyway, we'll see by the end of the year. by the way, picked up a few 2017 calls.

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