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Tesaro, Inc. (TSRO) Message Board

onefreetrajectory 9 posts  |  Last Activity: Apr 22, 2015 5:09 PM Member since: May 7, 2008
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  • Reply to

    OPK 2015 Shareholders Meeting

    by onefreetrajectory Apr 20, 2015 12:19 PM
    onefreetrajectory onefreetrajectory Apr 22, 2015 5:09 PM Flag

    I wrote back to confirm the meeting time and was advised today that it is "tentatively scheduled from 10am - 11am" on June 18th.

  • Reply to

    OPK 2015 Shareholders Meeting

    by onefreetrajectory Apr 20, 2015 12:19 PM
    onefreetrajectory onefreetrajectory Apr 21, 2015 11:27 AM Flag

    Thanks Charles. I will be there.

  • Reply to

    OPK 2015 Shareholders Meeting

    by onefreetrajectory Apr 20, 2015 12:19 PM
    onefreetrajectory onefreetrajectory Apr 21, 2015 7:25 AM Flag

    Miami, sorry for the confusion. Tickets are purchased are airline tickets to travel to MIA for the day. Have the meetings in the past been scheduled for 6 hours through lunch ( I assume there is a lunch break ) ? Thats the only thing that seemed odd to me to speculate about.

  • Reply to

    Vitamin D

    by craigsa620 Apr 15, 2015 8:09 PM
    onefreetrajectory onefreetrajectory Apr 20, 2015 2:29 PM Flag

    Burn, I have been wondering about this as well and agree with what you say. But, I cannot help but wonder if eventually it could be. Example, the Vitamin D council is suggesting 10 to 20 thousand units per day may be too low. As a supplement 20k units per day may be ok, but they say that pharmacological levels have yet to be established. Thats several pills a day and potentially multiple times a day. Which makes me wonder if Rayaldee for some other purpose than CKD could be prescribed at lower doses than used for CKD with its slow release formulation requiring perhaps a single pill once a day rather than 2 pills twice a day (if 5k units per pill, the ones I have now are 2k, so thats 5 pills twice a day if you want 20k units) Possible?

  • onefreetrajectory by onefreetrajectory Apr 20, 2015 12:19 PM Flag

    I contacted Opko to confirm the date. The next OPKO Board & Annual Shareholders Meeting will be conducted on Thursday, June 18th, 2015 from 9:00 AM – 3:00 PM at 4400 Biscayne Blvd. Miami, FL 33137. They advised that if you’re planning to attend, to please give them a call a week before the meeting to confirm that the schedule remains unchanged.

    Always wanted to attend. This will be my first. Tickets are purchased.

    Who else is going?

    Sentiment: Strong Buy

  • Reply to

    Pre Mkt action... may be on fire this a.m.

    by wvwvwv12399 Mar 23, 2015 6:48 AM
    onefreetrajectory onefreetrajectory Mar 23, 2015 8:52 AM Flag

    I have noticed that the early pre-market action seems to correlate to the TASE. On Fridays, when the TASE is closed, pre-market actions appears to be very low.. Any chance TASE trades are picked up as pre-market trades on the NASDAQ?

  • onefreetrajectory onefreetrajectory Mar 23, 2015 8:49 AM Flag

    What is unclear to me is if for non CKD people, that over the counter vitamin D could not provide these benefits. In looking at the vitamin D council's site, they discuss toxicity levels by measuring high calcium in the blood. But they are talking about over 300,000 IU per day for 3 months for these levels. Maybe the calcification risk is much higher at these levels for CKD patients vs non CKD patients which is where Rayaldee does its magic by not raising calcium levels. The article eludes to "pharmacological" doses for vitamin D. To me, whatever that pharmacological dose is and at what point for non CKD patients benefits are achieved due to the increased dose without a rise in calcium blood levels is where the potential lies for Rayaldee. Will be interesting to see.

    Sentiment: Strong Buy

  • onefreetrajectory onefreetrajectory Mar 6, 2015 10:20 AM Flag

    Off label uses of Rayaldee beyond renal / CKD, which there are initial studies for, are what I think will happen sooner than later. I agree that Oxyntomodulin will take some time to gather the clinical data that ensures it value in any future deals, but it likely gets licensed too according to what PF said.

    Sentiment: Strong Buy

  • for the treatment of overweight obesity and Type 2 Diabetes. The market for that product os obviously tremendously important. So that brings us to the question of overall strategy. We did a licensing partnership deal with Phizer, a great company, for the human growth hormone. Certain products, and we are not sure exactly which ones they will turn out to be, we will continue to out license and partner because they will be the products that are a little bit outside the purview of our main interests and that will permit us to focus on those that we decide to market and sell ourselves. For example at the moment we feel strongly about developing a marketing and sales team for the renal group and we hope to expand the offering of products beyond just the Rayaldee and we also plan to market our products to the uroligy community starting with the diagnostics products, and again we hope to have more products to offer as we go along. So what we will wind up with is a combination of income from royalties and fees and then from our sales and profits of our own products. We think this is a very good and effective model for us and we look forward to having huge benefits for our shareholders as we go forward. Thank you."

    I take this to mean that at some point Oxyntomodulin will likely be licensed out. I also heard that a large Pharma company is working with OPK for a companion diagnostic product via Claros 1 for drug they plan to market. And I heard to stand by for further communications and news via press releases.

    I never have believed OPK is for sale, not any time soon. Licensing deals are as close as its gonna get for several years IMHO.

    Sentiment: Strong Buy

TSRO
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