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semihound 26 posts  |  Last Activity: Jul 1, 2015 11:41 AM Member since: May 4, 2012
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  • 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 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.

  • 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

    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.

  • Irrepective of the corrected PUMA data on Neratinib that will be "explained" on Monday night to a packed hotel ballroom of analysts and investors, it fails to overcome two significant advantages of ONT-380.

    1) Unlike Neratinib ONT-380 did NOT cause dangerous grade 3 diarrhea in trial patients. A huge advantage in and of itself that would most certainly drive providers towards using the ONTY drug over Puma's Neratinib.

    2) ONT-380 has been demonstrated to cross the blood brain barrier with efficacy in CNS metastasis associated with 50% of HER positive breast cancer progression. Puma's Neratinib does not.

    Two extremely important distinctions that will drive research and investment interest over and above Neratinib going forward from here.

    It is a new day in this particular oncology space and investors should be mindful. If you have a long position in PBYI you might consider adjusting it by buying some protective puts or, if you don't have the stomach for what looks like it is going to be wild ride come Monday, perhaps you should punt Puma altogether.

    Here's to luck and here's to struggle, bring on the opening bell.

  • Reply to

    Question?

    by mfxpop May 30, 2015 10:52 PM
    semihound semihound May 31, 2015 4:53 AM Flag

    Interesting comment but why do you post under an utterly juvenile idiot handle like VOW? Whatever you might bring to the discussion is discounted by a jaw dropping lack of taste. "Hi, I'm VOW, let's sit down and have a high level discussion about investing" Sorry, it's just so weird. What the hell are you thinking? "this is what I want the world to know me as..." ?????

  • Reply to

    It is Time to Move On - Do not you Think?

    by maxwelljones175 Jun 3, 2015 2:04 PM
    semihound semihound Jun 3, 2015 2:15 PM Flag

    I not do think you are right. The "run" is far from over IMO. It's just starting. But entitled are you to like what you do.

  • 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.

  • Reply to

    Say you're on oncologist

    by countryrapper2000 May 29, 2015 3:05 PM
    semihound semihound May 29, 2015 3:21 PM 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

    This stock never

    by busthercherry Jul 1, 2015 10:49 AM
    semihound semihound Jul 1, 2015 11:41 AM Flag

    You should worry less about OPK and more about your morbid obesity, Busta. Your weight is now threatening your very life and there are so many of us that rely on your poignant insights. Please think of your double, I mean triple chin and the sagging bags of flesh around your mid-riff. They need your immediate attention if you are to continue your productive happy life.

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

  • 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====

  • 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.

  • semihound semihound May 30, 2015 5:54 PM Flag

    what bs. The side effect profile, i.e. it didn't create grade 3 diarrhea in any of the trial patients, is new and huge. Grade 3 trots will frequently put cancer patients in the hospital. The Puma drug has a huge issue with this dangerous side effect. This is tremendous news and as it relates to our "bubble" , let's just watch the tape Monday and talk then, OK, little stevie?

  • 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

  • it fails to overcome two significant advantages of ONT-380.

    1) Unlike Neratinib ONT-380 did NOT cause dangerous grade 3 diarrhea in trial patients. A huge advantage in and of itself that would most certainly drive providers towards using the ONTY drug over Puma's Neratinib.

    2) ONT-380 has been demonstrated to cross the blood brain barrier with efficacy in CNS metastasis associated with 50% of HER positive breast cancer progression. Puma's Neratinib does not.

    Two extremely important distinctions that will drive research and investment interest over and above Neratinib going forward from here.

    It is a new day in this particular oncology space and investors should be mindful. If you have a long position in PBYI you might consider adjusting it by buying some protective puts or, if you don't have the stomach for what looks like it is going to be wild ride come Monday, perhaps you should punt Puma altogether.

    Here's to luck and here's to struggle, bring on the opening bell.

  • Reply to

    This news about ONTY is very interesting

    by cohenjoe31 Jun 1, 2015 2:31 PM
    semihound semihound Jun 3, 2015 2:35 PM Flag

    The CEO speaking at the Jefferies conference this morning said the "we will be having some conversations with the regulators before commencing the Ph. II trials" This may be the subject.

  • semihound semihound Jun 23, 2015 11:46 AM Flag

    I think the person that responds to a robo-post is the party that should stay clear not only of options but equities as well. Talking to computers is not a good sign for your financial future.

  • Reply to

    payments going to juno not ziop

    by s.simmons42 Jun 29, 2015 5:01 PM
    semihound semihound Jun 29, 2015 5:43 PM Flag

    "don't understand" is the understatement of the century. The excitement is very justified if not a little overblown. This entire sector of biotech will be re-evaluated based on the valuation represented by the Celgene/Juno deal. This is good news indeed.

    As for the where the money is going to in a deal between Celgene and Juno....um, let's just let that go for now.

  • 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.

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