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Sequenom Inc. Message Board

saratoga733 6 posts  |  Last Activity: Apr 18, 2016 7:22 PM Member since: Apr 29, 2010
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  • saratoga733 saratoga733 Apr 18, 2016 7:22 PM Flag

    logical solution here based on what we know about the 2 drugs: ZS9 for quick onset in the acute hospital setting while veltassa is prescribed in the chronic out patient setting (no HTN and edema concerns) so that these same patients don't get readmitted for costly inpatient care (ICU monitoring, emergent dialysis, etc). my guess is chronic maintenance is more lucrative especially if it can be shown veltassa reduces readmissions...

  • saratoga733 saratoga733 Feb 4, 2016 9:06 PM Flag

    it will boil down to whether all this drug price rhetoric is anything more than just that in an election yr. one thing is certain this shkreli dude needs to shut up and disappear cause the negative publicity is killing biotech. likely scenario is even if hillary gets elected, the republican controlled congress gives her the finger...

  • Reply to

    put your bids at $16

    by a_gasparyan Jan 29, 2016 11:30 AM
    saratoga733 saratoga733 Jan 30, 2016 11:27 PM Flag

    first i want to point out i am long. but how can anyone say this is getting bought out for 75$ when the pharma drug pricing politics is getting ugly and is likely to get even uglier in an election year. sure acad deserves a premium... but potential buyers are likely more gun shy now (as far as huge premiums go) given the possibility/uncertainty of looming drug price regulations. that said, buying at these levels is a good safe bet in my overall assessment.

  • Reply to

    put your bids at $16

    by a_gasparyan Jan 29, 2016 11:30 AM
    saratoga733 saratoga733 Jan 30, 2016 9:04 PM Flag

    this upcoming week will be very volatile for biotech. i believe thurs is the congressional hearing on drug prices. downside pressure from here will not surprise me. lots of hedgies are taking advantage of market conditions and hostile political environment by heavily shorting biotechs. i've always been of the mindset this is all noise snd rhetoric... but when you have GOP candidates like Trump (nevermind hillary) in favor of allowing medicare to negotiate prices you begin to wonder what the future holds...

  • Reply to

    IMHO, brain cancer PIII data is negative..

    by dnwang Jan 29, 2016 7:32 AM
    saratoga733 saratoga733 Jan 30, 2016 12:47 PM Flag

    strange you would think this way as a scientist. of cldx's 3 main assets, we have the MOST data for rintega. is it possible that negative data has leaked? sure. but i tend to think current downward price action has more to do with shorts taking advantage of market conditions and weak hands dumping. yes, time will tell but now is not the time to loose conviction.

  • Reply to

    IMHO, brain cancer PIII data is negative..

    by dnwang Jan 29, 2016 7:32 AM
    saratoga733 saratoga733 Jan 30, 2016 10:32 AM Flag

    and you are basing this on what... prior rintega data?? or the downward price pressure which could be easily explained by biotech bear market and terrified risk adverse investors in said environment! if one uses their brain, folks would be buying. the opposite is true is you are an emotional investor.

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