536M CHF ytd. Only 20M CHF increase QOQ the last 4 qtrs, means sales won't go to 700M in 2016. No 5% royalties until gastric works. Or Marriane improves its course.
I sold all my sub6 purchases prematurely. Bummer. I have call options that I bought low for July though and that's still making me money. Still in the red overall.
From the price action, I am feeling that Junius may not wait long for more clinical data to do a stock offering.
But the ACHN results show that Sovaldi does not have to be taken for 12 weeks. If it is taken for only 4 weeks, what happens to Sovaldi revenues then? Cut into a 4th of what it is now? What if 2 weeks also work with ACHN's drug?
If 3102 + Sovaldi works in 4 weeks, or even 2 or 3 weeks, it seems like GILD will suffer, unless GILD increases pricing per tablet again. Great for HepC patients.
GILD mgmt is really smart. They anticipated the price wars and the reduced weeks of dosing, so why not charge a premium early on while there's no competition, and they would be allowed to get away with it.
Bump. I just read the paper from the Harvard Medical Group.
S1P neutralization with sphingomab led to enhanced reduction in tumor blood flow from baseline to day 8-10 (21.93% reduction for sphingomab vs 5.12% reduction for PBS treatment, (p=0.040)
Sphingomab slows tumor growth:
Average time to +2mm was 6.6 days in the vehicle control. Time to +2mm averaged 17.67 days in the sphingomab group (p = 0.057 compared to vehicle) and 18.88 days in the rapamycin group (p = 0.102 compared to vehicle). Tumors treated with both sphingomab and rapamycin showed the slowest growth, averaging 30.43 days to reach +2mm (p = 0.001 compared to control and 0.044 and 0.049 compared to sphingomab or rapamycin alone).
Why is SP stock at $3, when it should be at $30?