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Sanofi Message Board

scistats 314 posts  |  Last Activity: 3 hours ago Member since: Apr 5, 2009
  • scistats scistats May 31, 2016 11:42 AM Flag

    Also FYI to followup.

    Sentiment: Strong Buy

  • scistats scistats May 31, 2016 11:41 AM Flag

    FYI to followup.

    Sentiment: Strong Buy

  • scistats scistats May 31, 2016 10:07 AM Flag

    A naked short was also launched against MACK on approval day to rub cake in CEO Mulroy's face. The cake rubbing continues to this day.

    Sentiment: Strong Buy

  • scistats scistats May 31, 2016 10:06 AM Flag

    CEO Mulroy was suppose to sell out to Baxalta for 20 PPS following Onivyde approval, but he showed them his middle finger. Then, in retaliation, they partnered with the blokes at Symphogen and gave money to OncoResponse.

    Sentiment: Strong Buy

  • scistats scistats May 31, 2016 6:57 AM Flag

    "In confirming earlier news of the deal, Jazz JAZZ, -0.45% said it is paying $30.25 a share in cash for Celator CPXX, +71.65% a 72% premium to Celator’s previous closing share price of $17.53."

    That would put a MACK buyout at 10.85 PPS if we got the same 72% premium today.

    Sentiment: Strong Buy

  • scistats scistats May 29, 2016 8:47 PM Flag

    "OncoResponse, a Houston, TX-based immuno-oncology antibody discovery company, received an investment from Baxalta Incorporated (NYSE: BXLT) and closed its $12.5m Series A funding.

    In October 2015, OncoResponse closed a Series A financing co-led by ARCH Venture Partners, Canaan Partners and MD Anderson, with participation from William Marsh Rice University and Alexandria Real Estate Equities.

    The funds will be used to support the company’s ongoing efforts to interrogate the humoral response of elite responders to cancer immunotherapy to identify antibodies and potential targets for novel therapeutic development.

    Led by Clifford J. Stocks, CEO, OncoResponse utilizes a validated platform technology to screen antibodies made by the human immune system and identify those with exceptional reactivity to cancer immunotherapy. The company has an ongoing strategic alliance with the MD Anderson Cancer Center, which provides access to patient samples and oncology and translational medicine expertise including clinical and regulatory input."

    Sentiment: Strong Buy

  • May 26, 2016

    "OncoResponse, an immuno-oncology antibody discovery company, has been launched jointly by The University of Texas MD Anderson Cancer Center and Theraclone Sciences."

    "This investment will assist OncoResponse in the advancement of its research programs which seek to develop a deeper understanding of the immune response in patients who have responded exceptionally well to cancer immunotherapy,” said Geeta Vemuri, PhD, Managing Venture Partner at Baxalta. “Their innovative approach is in line with Baxalta’s investment strategy to accelerate the development of cutting-edge biotechnologies that address unmet patient needs in hematology, immunology and oncology.”

    Sentiment: Strong Buy

  • scistats scistats May 29, 2016 4:27 PM Flag

    Once cancer crosses the rubicon in size and stage, you are correct, nothing will stop it. But, at an early stage, small amounts of heterogeneity can be burned by chemo and a robust immune response. Onivyde plus Polio Virus plus checkpoint inhibitor plus antibodies targeting key pathways followed by Onivyde again to quench the immune storm is probably a viable strategy.

    Medicare will pay a lump treatment sum to be divided or tip each treatment stage? Payout is going to be diluted and complicated with components of treatment coming from different companies. There is also the companion diagnostics.

    Sentiment: Strong Buy

  • Reply to

    MM-161 & MM-436 are RNAi loaded

    by scistats May 28, 2016 10:28 AM
    scistats scistats May 29, 2016 10:35 AM Flag

    The answer is very simple.

    Any one of the MM's does not address enough patients or enough of a patient's entire treatment regimen to be profitable.

    We live in an oncology world that is both personalized and dynamic over the course of treatment.

    To capture enough of the market today to be profitable, MACK and a collaborator must partner the entire MACK basket (referring to their current basket study) of both treatment options addressing the needs of most patients and the respective companion diagnostics.

    Rather than get tied up in another Sanofi agreement that could stall and sit on a partnership long enough to suffocate MACK into BK, MACK has chosen to demonstrate proof of concept and sell out or wait for a lucrative, comprehensive partnership that is truly viable.

    Sanofi is notorious for entering agreements and then going silent on their end of the bargain. I have seen them sit for a year or more on candidates only to decide not to move forward, or delay their end of the regulatory commitment.

    These deals are no panacea and have the potential to do much more harm than good.

    Regardless, MACK's cash burn will force their hand, or CEO Mulroy will BK the company and say, idealistically, that his primary goal all along was to help patients. Of course he would have achieved this philosophical milestone on the backs of other people while amassing himself a fortune, all in the name of helping cancer victims.

    Sentiment: Strong Buy

  • Reply to

    MM-161 & MM-436 are RNAi loaded

    by scistats May 28, 2016 10:28 AM
    scistats scistats May 29, 2016 9:34 AM Flag

    On the bright side, MACK is reaching the end of the line in its ability to burn and acquire new cash. It will either force them to sell or file for BK. Either way, this will end soon enough.

    Sentiment: Strong Buy

  • Reply to

    MACK should dump network biology

    by gloriousknight_us May 28, 2016 11:45 AM
    scistats scistats May 28, 2016 11:25 PM Flag

    Agreed, the cash burn is so intense it can be seen from space. It is a planned core burnout aimed at a complete oncology package buyout by Shire orchestrated by Al-Wakeel. Baxalta just might compete with the big boys if they have Merrimack's palette of treatment options guided by Leica companion diagnostics. The laws of physics are proof that there will be a buyout before or soon after 2017. Dumping network biology is not in the cards when it is the main feature on the showroom floor.

    Sentiment: Strong Buy

  • Reply to

    MACK should dump network biology

    by gloriousknight_us May 28, 2016 11:45 AM
    scistats scistats May 28, 2016 12:44 PM Flag

    The antibodies are used to target key proteins that would otherwise provide resistance to chemotherapy delivered by their nanoliposomse. So you are saying focus only on the liposome chemotherapy, let the tumor cells develop resistance to the chemotherapy, and let the patient die?

    Merrimack has a comprehensive package deal. They deliver chem in liposomes guided by antibodies. They then use other antibodies to target chemo resistance pathways.

    Merrimack is not in the immune checkpoint inhibitor business or the polio virus business, they provide two choices to the physician, use the Merrimack candidates to complement these two or if Merrimack's tools evolve to stand alone, just use the Merrimack system. The problem with checkpoint inhibitor, polio virus, and listeria is that none of these work well in the hypoxic environment. You have to open the door with liposome loaded with chemo first, such as Onivyde. Second, you have to shut down the immune response with chemo or risk the patient dying from immune storm. So, liposome loaded chemo is needed first and last.

    You seem to demand an symphony with only the violins. Your argument sounds flat.

    Beyond this, CEO Mulroy et al. are working on RNAi delivered by liposomes with a partner for the up front cash we all want. This is in addition to the liposome contract they already have going with Allergan.

    Now, what they do need to pay more attention to is tumor size and stage in their inclusion criteria. If they do not, the trials will simply fail. Simple as that.

    Sentiment: Strong Buy

  • MM-161 & MM-436 are RNAi loaded and may be partnered.
    Tuck this information deep in your pocket for safe keeping.

    Sentiment: Strong Buy

  • CEO Mulroy may be in discussion with Ionis Pharmaceuticals.

    He may have suggested putting their TTRRx antisense drug designed to treat all forms of TTR amyloidosis in a Merrimack antibody targeted liposome plaform. This would likely eliminate side effects that are currently plaguing the Ionis program and, more importantly, have concerned partner GlaxoSmithKline enough to back out of a phase 3 deal.

    If successful, Ionis Pharmaceuticals' problems might go away and pave the way for success.

    Merrimack and colleagues at Celator Pharmaceuticals, Inc. have both demonstrated that liposomes are the future of drug delivery to put more therapy on target and eliminate side effects. Competition from Celator provides proof that this technology is beginning to sell like hotcakes, and like two restaurants on the same street corner bringing in more customers and attention, competition is a great thing.

    Merrimack's liposomes are loaded with cash. If "Italian" on this board is correct, "What should be acknowledged is that the Actavis/Allergan development deal is about to announce material revenue generation." If you are not familiar, "In November 2013, Merrimack entered into an agreement with Allergan where Merrimack will utilize its proprietary nanoliposomal technology platform to develop and manufacture various pharmaceutical products for Allergan to commercialize around the world. We will produce bulk drug product at our Cambridge, MA nanoliposomal manufacturing facility." This will breathe life into Merrimacks 100+ employee nanoliposome manufacturing division.

    Since the obvious naked short on Onivyde approval day which dropped MACK PPS from 10 to 7 in a matter of minutes, a very effective effort is being made to keep the cork on this champagne. A large, double digit million EU Onivyde approval milestone payment in weeks, cash flow from the Allergan deal, and Onivyde sales and royalty will begin to be difficult to hide. CFO Yasir B. Al-Wakeel is a major asset.

    Sentiment: Strong Buy

  • "RNAi is so sequence-specific, partial degradation often adversely effects the ability of a given siRNA/shRNA to have the desired knockdown effect. Therefore, storing the liposomes in a medium that prevents either chemical degradation and/or biological degradation from nucleases would be of great benefit."

    Sentiment: Strong Buy

  • Reply to

    Annual meeting

    by biofellowtraveler May 27, 2016 12:29 PM
    scistats scistats May 27, 2016 12:32 PM Flag

    Any more info on this?

    Italian said: "What should be acknowledged is that Actavis/Allergan development deal is about to announce material revenue generation."

    Sentiment: Strong Buy

  • scistats scistats May 27, 2016 12:21 PM Flag

    Shares of biopharmaceutical company Celator Pharmaceuticals (CPXX) surged 361.31% after the company announced positive results of VYXEOS Phase 3. "VYXEOS liposome for Injection is a nano-scale co-formulation of cytarabine and daunorubicin at a synergistic 5:1 molar ratio. "The average overall survival for patients treated with VYXEOS in the study was 9.56 months, compared to 5.95 months for patients receiving 7+3. This represents a 3.61 month improvement.

    Similarly, MACK gets Onivyde approved and gets whipped for it.

    Italian said: "What should be acknowledged is that Actavis/Allergan development deal is about to announce material revenue generation." This would be good news. Maybe IONS will put their "IONIS-TTRRx is an antisense drug" in a MACK liposome?

    We have a big milestone with Onivdye EU approval coming soon.

    Sentiment: Strong Buy

  • Reply to

    WHAT A HORRIBLE STOCK. Down everyday

    by spec_59 May 27, 2016 9:54 AM
    scistats scistats May 27, 2016 10:30 AM Flag

    Onivyde is approved and the stock nosedives from 10 to 7 in a matter of minutes.
    Now we have pending EU approval with a milestone payment. It gets hit again.

    Sentiment: Strong Buy

  • Reply to

    WHAT A HORRIBLE STOCK. Down everyday

    by spec_59 May 27, 2016 9:54 AM
    scistats scistats May 27, 2016 10:09 AM Flag

    Naked shorting immediately following Onivyde approval.
    Selling attack now going into EU approval.

    Sentiment: Strong Buy

  • Reply to

    compassionate use

    by samizm123 May 26, 2016 2:10 PM
    scistats scistats May 26, 2016 3:43 PM Flag

    Yes, they had rather pay the minimum, the cost, no Sarepta profit at all if possible. Sarepta's money would go into their bonuses to eat sushi off a model's naked body.

    Sentiment: Strong Buy

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