Isis Pharmaceuticals, Inc. Message Board
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I get what you are saying, but Market cap doesn't include stock associated with debt obligations. Including these, true market cap can balloon to $400M. Look around. Listen to conference calls. This is impacting the ability to strike a licensing deal.
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Today is one of those $50M interspersed events.
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There is no "gate". Janssen already has an established oncology footprint more than capable of maximizing the ibrutinb launch. The PCYC team is really for the next product. Unless the terms were that Janssen does not get involved in the US commercial launch, which I don't think is the case.
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Agree. PCYC already announced plans to submit one indication at the end of this year. With today's milestone payment, I just don't get why they sold more shares two months ago. They're hiring like crazy, including a commercial team, but the cash seems more than sufficient. And I would rather they tap into Janssen more for the commercial launch and build that out much later.
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May 9 is the annual meeting. My guess is that they'll hold off the Q1 discussion until the ASCO conference call. Like last year.
Someone posted that it was announced as an SEC filing
Other Events
Item 8.01. Other Events.
Pharmacyclics, Inc. (the "Company") will hold its 2013 Annual Meeting of Stockholders on Thursday, May 9, 2013 at 1:00 p.m. local time at the Company's headquarters, 999 E. Arques Avenue, Sunnyvale, California 94085. -
PCYC is suffering from too much news. These are the key events I have on my calendar
Q2-2013
- Q1 quarterly earnings conference call with filing updates
- ASCO. Lots of updates, maybe something new.
Q3-2013
- Preliminary Spark R/R MCL response data (internal)
Q4-2013
- R/R MCL filing
- ASH - Preliminary Spark results
Q2-2014
- R/R MCL approval and launch with priority review
Interspersed is potential upside news on myeloma, maybe pancreatic, autoimmune compound, firm European filing plans, filing plans for Japan and Asia, regulatory and approval milestones, trial enrollment news, next two breakthrough designation approvals, then first line approvals.
http://finance.yahoo.com/news/pharmacyclics-first-announce-breakthrough-therapy-001300706.html
"The company expects to finalize the MCL filing prior to year end and will provide guidance on the WM filing after further discussions with the FDA. " -
The non-sense part? The submission tiiming? or the awewome part?
I'm assuming the timing part.
Read the original PR carefully
http://finance.yahoo.com/news/pharmacyclics-first-announce-breakthrough-therapy-001300706.html
"The company expects to finalize the MCL filing prior to year end and will provide guidance on the WM filing after further discussions with the FDA. " -
You're way off base. "Fast track granted off of preclinical" is nonsense. All you need to know is that PCYC plans to submit for MCL at the end of this year, which is awesome.
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I love these... it's like critizing Dwight Gooden in his rookie year for having no playoff wins. My only hope is that a computer generated this. If there's a human behind it, the ignorance is scary.
NEW YORK (TheStreet) -- Pharmacyclics Incorporated (Nasdaq:PCYC) has been downgraded by TheStreet Ratings from buy to hold. The company's strengths can be seen in multiple areas, such as its largely solid financial position with reasonable debt levels by most measures, notable return on equity and expanding profit margins. However, as a counter to these strengths, we also find weaknesses including unimpressive growth in net income, weak operating cash flow and feeble growth in the company's earnings per share -
No abstract given on website. I wonder if we'll get to see the poster.
I fear ISIS gave up this candidate to cheap. It all depends on what double-digit royalties means. -
AACR tends to focus on preclinical work. It's better at identifying the next target populations for ibrutinib. With that said, these two quotes are what excite me:
1) Together, our results provide novel molecular insights into the mechanism of action of ibrutinib in the context of Th2-biased immunosuppressive leukemia. We also postulate that ibrutinib’s irreversible ITK inhibitory effects may prove beneficial in a number of other autoimmune, inflammatory, parasitic, and viral diseases.
2) We show that systemic treatment of insulinoma-bearing mice with Ibrutinib efficiently inhibits Btk, blocks mast cell degranulation and triggers collapse of tumor vasculature and tumor regression. We also show that pancreatic ductal adenocarcinoma (PDAC)-bearing mice treated with Ibrutinib survive longer and present reduced tumor stroma, suggesting that combinatorial therapy with Ibrutinib and standard of care is a feasible therapeutic approach. Conclusions: our data reinforce the notion that mast cell function is required for maintenance of certain tumor types and indicate that the Btk inhibitor Ibrutinib may be useful in treating pancreatic cancer.