Hello, it is not the company gushing, but doctors involved in the study. Not paid endorsers, MDs working with Alz patients in a BLINDED study, where however, they see the results in changes to their patients. Prana ain't pumping jack...and why should they?
1. The doctors are the ones requesting the alz extension - why? Because it is working.
2. The doctor in the release today gushing over prana - why? working...he wouldn't say jack if it was showing zero effect...he can't contain his excitement
3. The "awakenings moment" with the trial participant in the aussie news report
official one: the recent mouse study revealing optimal brain/memory function w pbt2
Agree. Part of it is that the near term drivers are about realized and some retail holders are taking profits. I think mabthera is priced in and some of the other items in flight will drive price to new highs. Until then, volatility.
Noticed that pre-market of 13.95 is based on a single 400 share trade. Why would someone dump some shares at that low of a price while drug stock futures look quite healthy. Could it be they are hoping for a low open to buy some cheaper calls? Things that make you go hmmmm...
He said the same of TSRX (Trius Therapeutics), then changed his tune 2 weeks later just prior to buyout.
I don't think that. As Fez pointed out long ago, most Current Herceptin rev comes from outside the US. By the time any new bc drug competitor becomes relevant, halo will have other streams coming in. The point? This puma phase 2 result has no bearing on Halo's fortunes. Again, if this drug evolves they also could partner for SC delivery.
Drug optimism may be why puma went up but not why halo went down. By the time this drug hits the mkt, halo will have moved on to bigger and better things. You talk as though halo owns herceptin. They get very little in rev from the partnership in relative terms. It is method they enable. Who is to say SC method won't work with neratinib? You should be shorting Roche or going long on puma if you believe in this. Short HALO at your own risk. I wouldn't...they are better shorts out there.
I find the pancreatic cancer activity the most intriguing - hope this eventually springboards over to other high hyaluronic acid cancers.
In nomine Patris et Filii et Spiritus Sancti. Amen.
when you are working w partners, much of the work is outsourced. to the owning firm ...if you think this potential has plateaued, then short it. You make valid arguements...short this biotch.
Wish we could get a dr. oz, oprah, or "doctors" segment
Apply this many times over to many drugs within 5 years. A revolution is forthcoming.
I've learned not swim against the positive trends of these bios. I figure we have a few more months before obamas equities mkts implode.
It is cheap right now.
Go ahead and short HALO then, I will stay long and then have a dialog in 6 months.
Do you have any real indication that there are titer issues or behind the scenes info being reviewed? If so, I'd love to see it. Point taken - I guess we're both misguided in the regard that we are both making guesses here about Mabthera SC approval. Will it a Cinryze or Herceptin?
It is not a question of if, but when with Mabthera. If the approval was in doubt, that would be a cause for worry.