The comparison with ofatumumab is irrelevant. Strenght of ibrutinib is in its side effect profile. If they can show good results in follicular lymphoma, then that's going to be fantastic. Unfortunately, the myeloma data so far doesn't look as promising but it is not going to limit its potential. I agree with it being as big as Rituxan. ABT199 is the only potential competitor but that will take some time.
I am really glad for you. One thing I have to STRONGLY disagree with your lymphoma expert. ABT-199 which is Abbvie's drug is spectacular. I love ibrutinib and I know it is fabulous but AT199 is more potent. There were earlier observations that it caused tumour lysis syndrome (TLS) and cytokine storm. In other words it worked too well!! We have now learned that perhaps using dose modification may help with that initially. Ibrutinib works great on ABC-DLBCL but not so much on GCT. ABT-199 thus far, So ABT199 may pose problems for PCYC. There is a clinical study trying to evaluate combination of the 2 together..
I agree about GILD's drug being significantly less optimal due to side effects.
Another problem with PCYC is their terrible management and employee dissatisfaction. Their management is responsible for their stock price being halved.
it was a nice pump and dump... Although their GBM trial is probably another issue.. Shady management is yet another issue.
Wow... This board is more quiet than a graveyard.... Well Here is the answer to my own question.. From Flyonthewall.
Payment system makers rise after report of imminent MICROS takeover
Shares of companies that sell retail payments systems and point-of-sale hardware are rising after Bloomberg reported that Oracle (ORCL) is nearing a deal to acquire one of the companies in the sector, MICROS (MCRS). WHAT'S NEW: Oracle is close to acquiring MICROS, which makes payment systems, for over $5B, Bloomberg reported earlier today, citing unnamed sources. MICROS sells payment systems, including cash registers, to companies in the retail, restaurant, and hospitality sectors. Its stock was trading this afternoon at a market capitalization of slightly less than $5B, according to Yahoo Finance data. OTHERS TO WATCH: NCR (NCR), Diebold (DBD) and VeriFone (PAY), which provide solutions and services for retail and hospitality clients, are rising in the wake of Bloomberg's report about MICROS. PRICE ACTION: In mid-afternoon trading, MICROS surged 15% to $66.50, NCR climbed 3% to $33.50, VeriFone gained 1.5% to $37.50 and Diebold advanced 1.6% to $39.
Do a pubmed search for liposomal doxorubicin and Glioblastoma. I have put the link in my previous posts here before. a few months ago. People here constantly put out the same drivel that "aldox can get into BBB", "aldox can get into BBB" and "mice were cured of GBM with aldox"... That was also true for doxil (liposomal doxo) and it didn't do #$%$ in Phase II. It's just that doxorubicin does not appear to be effective in GBM. This is the wrong indication for this drug and Cytr is making a mistake here. Once the news of its failure in GBM hits, I will buy cytr.
replace the crooked management.. that's how it can be stronger.
p.s. liposomal doxorubicin could also get into the BBB, didn't do anything for GBM. See phase II trial several years ago.
"My views have evolved regarding IOC as they should with anyone"
It just took 8 years for you to evolve! For god's sake glaciers evolve faster than you. 3.5bil in market cap is STILL way overvalued for a company with NO PROVEN oil or gas reserves!!!
Who the hell cares if JNJ is 3x the size? Are you guys (seriously) investors?!!!!! Do you even understand the field before you open your mouths? Irritating to read nonsense like ths.
Unless you live under a rock, the medical community is already aware of the drugs data. The problem with PCYC is 2 things. MAINLY the pathetic, incompetent management and secondly the presumed competition from idelalisib (not an issue) and ABT-199 (an issue). Great drug + poor managment=Terrible investment.
Yep.. Up 28 cents... It's a squeeze alright... Look at it go.
p.s. I am not short. Not long either.. Shady management is to be feared!
Do yourself a favour and do a search for glassdoor and reviews and pharmacyclics. You will see the 80% of postings from current employees being negative about how this company is run. NO one argues that this is a great drug but bad management can literally destroy shareholder value.. It's unfortunate.
But He brought his team in... The best of the best... There is tons of gas there... How does he know that? Because he brought his team in.. The LARGEST gas reserves in ALL of Asia in the past 20 yrs... Errr. In southwest Asia,,,, err.. in Soloman islands........... Well that is, if we they can actually drill.
they should spend time looking at the dissatisfaction in their employees rather than hanging out with crooks. Manage your people and the drug will take care of itself.
Resonate trial is nothing special... CLL talk is interesting in terms of long term #$%$ with expected results that the responses although excellent are not like those seen with TKI's in CML. I love this drug but I can't stand people who know little about it mouth off #$%$ like "historic"... Don't get ahead of yourself.
This is a fabulous drug but this study and its end result have NO impact on ibrutinib and its sales. It's other indications like DLBCL, FL (although not as good) and even recent (surprising) effect in vitro on AML that are significant. Myeloma is going to be the problem for ibrutinib and imo disappointing. But I hope to be wrong. I also hate the management