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semihound 12 posts  |  Last Activity: 21 hours ago Member since: May 4, 2012
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  • Reply to

    Say you're on oncologist

    by countryrapper2000 22 hours ago
    semihound semihound 21 hours ago Flag

    That's not the decision, it goes like this, You prescribe the Puma drug and put your patient at risk for stage 3 clinical diarrhea (which is so extreme it usually requires hospitalization) or you give them a drug with exact the same disease fighting power, but, does not have anywhere near the similar side effect profile.

    Now which drug would you prescribe?

    Sentiment: Buy

  • Reply to

    Dr. Frost and TEVA departure

    by semihound May 26, 2015 3:35 PM
    semihound semihound May 26, 2015 4:02 PM Flag

    No offense taken but I was actually just trying to point out the commentary about Frost's rumored role in TEVA's internal problems. The gist of the story is the TEVA-Mylan conflict which is of no consequence and little interest to me. I also don't understand your statement about TEVA doing well since the CEO left. Which one? They have run through three in short order and their stock has been a consistent laggard.

  • Some rumor and innuendo about Frost's "meddling" in TEVA ops during his tenure as Chairman that caused the company to be "dysfunctional" and without long term strategy. Considering the expanse of his holdings I somehow find it difficult to believe that he would be prone to micro-management, but who knows. Interesting fodder if nothing else.

    http://www.fiercepharma.com/story/tevas-recent-history-gives-mylan-chairman-plenty-anti-buyout-zingers/2015-04-28

  • semihound semihound May 20, 2015 8:38 PM Flag

    I bought Jan 2016 10 calls in Feb. As of today they are up 609%.
    Best single investment performance I have achieved to date.

  • Reply to

    No gaps, all shares under $15 are locked up

    by walstretguru May 13, 2015 11:05 AM
    semihound semihound May 13, 2015 3:11 PM Flag

    Being a patient with stage 3 CKD, I think you're estimates for SOC adoption are, as you yourself characterize, extremely conservative. As it relates to Rayaldee, it is unique and a first in its class. It will replace a very crude and imprecise standard now in place (Vit D and Calicitrol) that has very unreliable efficacy. The consequences of under treated SHPT syndrome, rapid onset of cardiovascular disease and osteoporosis, speak for themselves when assessing the impact of this new drug. It wont be overnight, but every conscientious nephrologist will evaluate their CKD patients for this new therapy.

    Regarding 4K, as I have pointed out before, this advance in diagnostics not only save patients from an extremely painful and invasive biopsy, but also saves insurance companies (read Medicare) between $3 to $4,000 dollars per patient who avoids the procedure based on the 4K results.

    If someone thinks this will escape the immediate attention of Medicare and private insurance companies, they are mistaken. It also provides physicians with an accurate and humane alternative to an awful painful procedure that can have permanent negative consequences.

    Its quick adoption by the Cleveland Clinic is a strong indication that, along with the economic reasons cited above, the 4K will receive speedy acceptance and will be considered for standard of care within the next 2 years.

  • Reply to

    Maybe ithat article was responsible......

    by miamianne67 May 13, 2015 1:39 PM
    semihound semihound May 13, 2015 2:07 PM Flag

    The one thing to remember about OPK is that its principle products don't have the enormous cost head winds that other biotech products face. Rayaldee, Claros, and 4K SAVE insurance companies money either immediately or in the very near term (Rayaldee). A huge advantage for early and broad adoption into standards of care. Claros has then unique position of not only saving the insurance company money but also creates a new stream of income for the clinician. As these factors emerge over the next 12 to 24 months it should continue to fuel share price growth.

  • Reply to

    I love this srock

    by diejour_44 May 12, 2015 3:22 PM
    semihound semihound May 12, 2015 3:55 PM Flag

    Nice Honeymooners reference. Great show, great stock.====long,long,long====

  • Reply to

    OPK may be up right now but

    by busthercherry May 12, 2015 12:52 PM
    semihound semihound May 12, 2015 1:39 PM Flag

    Bust- Perhaps you should spend less time fussing about losses in OPK 's stock price and turn your attention towards losing that extra 100 pounds around your waist that threatens to "bust-your-Office Depot-19.95-chair" you squat on daily and dispense your drivel. Just a thought, use your best judgment.

  • Reply to

    I feel "Inspiroed" and "Opkomistic"

    by miamianne67 Apr 27, 2015 10:29 AM
    semihound semihound Apr 27, 2015 10:52 AM Flag

    Do you have a shred of human dignity? Do you close all your posts with juvenile insults? Your screen name is so tasteful and thought provoking, are you as fascinating and articulate in all the other realms of your sublime life? We love you. You contribute so much to our lives here on this board.

  • semihound semihound Apr 22, 2015 1:13 PM Flag

    You have such a tasteful, thoughtful screen name. You reflect such intelligence in your posts. I think I speak for just about anyone who encounters you that you sir, yes you, reflect the very best of those who post comments on these boards.

    So Mr. Busthercherry, please continue your winning ways. You're a real keeper!

    PS. Don't worry so much about that extra 180 pounds, you look good in full figure clothes. Really, you do.

  • Given OPK's close association with the TEVA crew this could make for interesting dynamics if it comes together

  • and its meteoric rise from .40 to 400- I checked the charts back as far as they went (1994) and I couldn't find a closing price less than $4.88. Still an amazing outsized return to date but far from some kind nuclear starship on a parabolic climb.It was pretty much range bound for the first four years. That being said, I too hope that our fine young gem of an enterprise proves once and for all that Nobel laureates can crawl out of their ivory towers, and kick financial #$%$.

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