Google is testing glasses, robots, space research and Damn yahoo can't even make their email , or messanger to LOAD properly. Since their new "ceo" things have gone from bad to worse.. I honestly who in their right mind would invest in this company!!!!
You guys know that Phase II of doxil , the liposomal version of doxorubicin which * enters* the BBB was a miserable failure right? For some reason humans (not rats) GBM is not sensitive to doxorubicin. If you need it. I'lll send you the link in pubmed. If you are buying CYTR for that, I think that is a big mistake. That part of their business is actually a weaknes IMO, not a strength. Pre-clinical success is meaningless. Every drug that has made it to clinical trial had preclinical success but as we all know, MOST fail clinical trials.
For CYTR, the rest of the indications, I believe are GREAT, because those are what doxorubcin is effective for.
And what makes you so certain that successful in brain cancer?
First what are you talking about being cheaper? That's not the point here. Second, Have you heard of dasatinib? It is std treatment in Ph+ve ALL. If you have T315I then Ponatinib is indicated. Speaking of apples to oranges.. Compare dasatinib to Ponatinib for ALL. CML BY FAR makes the majority of revenues for all TKI's not ALL. You guys don't get a SIMPLE concept. Imatinib and Dasatinib and the other TKI's are DAMN good for wild type Ph+ve CML and ALL (dasatinib here). Why would I expose my wt patients to possible life threatening side effects with ponatinib? Do you guys get this? No?
If ponatinib side effects are under control and they show that the risk benefit is better for ponatinib in WT patients.. ok... then I will buy Aria.. Until then, stop farting through your mouths!.
you are talking discounted cash flow on a drug with a hugely limited patient population now? You are using ZERO logic indeed. Big guns knew the near 30-40% arterial thrombosis? They knew FDA was going to pull the plug on the general CML population? Can you tell me HOW much better iclusig is over dasatinib? Can you tell me if that would warrant a physician take a risk for increased toxicity for their patients? Also.. What pipeline are you talking about? I see only ONE other medication. Surely not a prolific one and it's early to tell how it will work out.
spoken truly like someone who doesn't understand pharmas, regulation, patient safety, efficacy, cost control etc...
Any pharma company who buys ARIA should have their CEO FIRED imo..Even BEFORE the reported black box warning, ARIA's "potential" and bloated market cap relied on ARIA being able to show 1- It is superior to Imatinib (significantly cheaper) and dasatinib (significantly longer experience) in clinical benefit in WILD type CML and 2- It is just as safe. We already know about #2.
Is Ponatinib a Good drug? Sure it is for those with T315I mutations because there is nothing else at this time for these patients.. AM I going to give this to a wild type patient for incremental improvement (tough to beat an 85% response seen with imatinib) with VERY well know and managable side effects.
The potential revenues for Ponatinib have substantially decreased as a result.
Worse decisions by Pharma companies have been made before however.... So no one knows.
I think your point is a good one.. The problem may be the anticipation of competition and margins and elevated market valuation. Kids watch content but parents decide on the price they want to pay for it.
Thanks Asper.. It's been almost 6 months now since the ATTR in cardiac patients.. I can see the neuro Amyloid taking longer for clinical improvments to be available (although numbness, paresthesia, and pain could be measurable and reportable after weeks of therapy, I would imagine) . we have no word on these patients. They don't even mention what's happened to these patients. This bothers me. ALNY has a very good PR output... In gfact one of the more prolific frequent press releasers in the biotech industry especially when "good" things happen but become deatly silent on the stuff that doesn't work. What thappened to the RSV stuff?
I appreciate your response though.
Where in that it even mentions a word about any clinical benefit? How do we know that the lower TTR levels are associated with PFS, improved symptoms, OS?