dfw, you are usually pretty smart, but this gives me pause. Stock splits don't come from treasury shares. They split, creating a new class of shares. All shares in the treasury, would by definition... split. No new shares have to be issues or allocated or anything.
I thought the Jefferies presentation was pretty good, even if... a little repetitive. If I hear "hidden risk" again, my head is going to put a hole in the wall.
I liked that bio-marker analysis in the two GSK studies continues. I only wonder how long it could take. Seems that it shouldn't be that hard.
Activity test submission before mid-year. I trust that's June 30th. Won't mean much when it happens, but will demonstrate that they can keep their promises.
I only have moderate hope for the three new markers. Long way out and small potatoes as far as I can tell.
He seemed confident that revenues are tracking as predicted. No downward surprises is a good thing.
The prescription data is notoriously lumpy. Last week was a downer, no doubt. The question before the court is will this week make up for the down week last time? Or will it suggest that Sovaldi scripts are in fact slipping. Next Friday the data will be for a 4 day week. That'll give the arm-chair prognosticators plenty to opine about.
When they report their Q2, if the revs have come back like they predicted, that will certainly help.
What we really need is for GSK to organize all the data from the darapladib trials. It is very realistic to expect that patients with the highest lp-pla2 numbers were helped the most by darapladib. It would reinforce that testing lp-pla2 is a legit way to measure the success of current therapy... and perhaps identify those where standard of care is falling short. Nevertheless, all patients should be tested to see if additional therapy, namely darapladib, could be indicated. Everyone gets tested. As far as DDXS is concerned, it's the same result whether darapladib is a block-buster or not.
81. When coast is clear on Tuesday, back to heading up into ASCO. Then Q2. Then wave of approvals from FDA. 100 by NOV call exp.
This Sovaldi pricing headline will pass, just like the last one. The drug works. Patients want it. Price is lower than standard of care.
2Q is going to blow the doors off, and there will be nothing holding back this stock. Plus the pipeline is continuing to work its magic.
High number on the street is 7 billion in Rev and $2 in eps. It's getting more likely every day. What kind of valuation do you put on that?
Let's say you have a CEO who is being a roadblock regarding a potential sale, but he BOD wants to sell the assets to the highest bidder. The next logical step is to fire the CEO and put in someone who will sign the papers.
The reason that Darap works on smokers is that they have high lp-pla2. The only way to know if someone will benefit is to measure lp-pla2. That's DDXS's job.
Two huge trials with thousands of patients. There is going to be some data mining that comes out of this. If it turns out Darapladib works in patients with elevated lp-pla2, it still means everyone has to be tested.
What's clear now, is that Darap won't be the next statin.
Darapladib is not dead. GSK has another phase 3 trial going with higher chance of success, plus we haven't seen any data mining (not ideal, but there should be some subgroups) from the first trial. I don't know what is taking so long, but we haven't heard the last of Darapladib.