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Pharmacyclics Inc. Message Board

symptoms88 99 posts  |  Last Activity: Sep 19, 2014 3:38 PM Member since: May 24, 2013
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  • obv they are pinning the bid here. I have a few left luckily sold most yesterday. Anyway if by chance this closes under 20 and we have an announcement after hours today remember that even though you can't trade your calls after hours, YOU CAN STILL EXERCISE THEM by calling your broker. They do not expire until tomorrow so remember you can call your broker if you wish and exercise them after hours if something develops today. For my broker I have to call by 4:30PM today.

  • symptoms88 symptoms88 Sep 19, 2014 10:32 AM Flag

    Hi Birdy-well it is Zmapp, the Japanese drug, and TKM-E as far as the DRUGS are concerned. We know ZMAPP is gone and if I recall the Japanese drug is really more of a flu drug with very little proof that it works in Ebola patients. I also recall reading that ZMAPP (if available) and TKM-E actually might be a good combination, and I suppose you are right that TKM-E could be used in combo with the Japanese drug, but I doubt it. I think a "combination of experimental treatments" at this point likely refers to a combo of TKM-E and blood transfusions rather than a combination of experimental drugs, although you are correct that we can't be sure. As an aside, there is also very little proof that the blood transfusion from a cured ebola patient is efficacious at all.

  • symptoms88 symptoms88 Sep 19, 2014 10:20 AM Flag

    Again I agree with you 100%. Smart money is already in and I am in for more Oct options today too. I think "buy the rumor" in this case is more "buy the obvious fact", but more importantly I think "sell the news" DOES NOT apply here at all. Think about it for example one might think a clinical trial will succeed or whatever and when it happens there is a sell off bc everyone has already bought ahead of the news. The news of a clincial trial success is not reported on every news station in America. Here, when the news breaks that TKMR is being used, the mainstream news will kick in and as you say every average Joe retailer in the world is going to come into play. This announcement is going to be a huge buy the news event, even though we know it's coming. Very rare and enormous opportunity IMO.

    Sentiment: Strong Buy

  • symptoms88 symptoms88 Sep 19, 2014 8:35 AM Flag

    Your 100% right. On other hand only when TKMR is specifically named will the media frenzy begin, and the general public will be first introduced to the names Tekmira and TKM-Ebola. The PPS will react to that.

  • symptoms88 symptoms88 Sep 19, 2014 8:32 AM Flag

    Those are just the 3 treatments that France will allow. Patient is taking 1 of the 3. They have not yet announced she is taking TKMR, although I believe it is highly likely.

  • treating patients with TKM-Ebola? Why do you need an entire hospital just to set up another paltry 25 beds? And it is being set up by the Dept of Defense, which funds Tekmira. Maybe we treat a few patients here and abroad, and others in the DOD hospital in Liberia. You could even do a control group at the DOD hospital. I do not think it would be unethical as even the control group would be getting better care than any other hospital or care center in the country. This coming together for anyone?

  • Yet another patient probably being treated with TKM-Ebola. Another confidentiality agreement I am sure but lets see if the French have loose lips. IMO TKMR wants to quietly use all of supply on sick patients. Its only like 30 courses. Wouldn't be surprised if there are a number of other of the ebola exposed patients found to have been secretly flown in that also took/taking tkm-e. IMO the confidentiality is not so that a PR can be released after tkmr knows Sacra lives. That just sounds dumb. Plus they probably knew he would live a week ago already. They are mum so that the Co. won't be besieged by pressure and requests to use the limited supply on sick PPL that are not the best candidates for the drug, either bc of the patient's condition, or the patients location. This is most importantly a clinical trial and the patient needs to not be too far gone, and the hospital has to have the ability and willingness to follow whatever protocol is in place re collecting data each day (viral loads etc) as the drug is infused.

    Sentiment: Strong Buy

  • Reply to

    Why the sudden sell off late today??

    by sopwith_trader Sep 18, 2014 9:21 PM
    symptoms88 symptoms88 Sep 19, 2014 5:55 AM Flag

    Even Nebraska Med Center said Z-MAPP is gone via response to a tweet-so even if it isn't gone they don't know it and didn't use it on Sacra. The price action may relate to the Sept 20 calls expiring today. Like 5 million dollars worth I think.

  • symptoms88 symptoms88 Sep 18, 2014 7:45 AM Flag

    It's not priced in at all. Once the name is released a million retail investors who have never even heard the name Tekmira at all will be hearing it over and over and over again on every news station in the Country.

  • symptoms88 symptoms88 Sep 17, 2014 2:46 PM Flag

    2 congressman questioning why even the partial hold on Tekmira-E remains in place. I appreciate the attention to the drug but i wonder if TKMR would use the drug on healthy volunteers right now even if the partial hold were lifted. Since i believe the precious supply is discretely being used to treat infected individuals (Dr. Sacra and others), my guess is that TKMR wouldn't be using the drug right now on healthy volunteers anyway.

    Sentiment: Strong Buy

  • symptoms88 symptoms88 Sep 15, 2014 7:51 AM Flag

    There is lot of talk that CM is a scam post.

    Sentiment: Strong Buy

  • symptoms88 symptoms88 Sep 14, 2014 12:10 PM Flag

    Yes likely to be TKM-E. This reflects TKMR's very deliberate approach from the start re being extremely selective as to how to utilize the precious 30 courses of TKM-E that had been available. And by that I mean in the most controlled setting where the best data can be collected to further clinical development. IMO they worked out a plan, which is what they called a "regulatory path" at their CC, and are implementing it for when and who gets TKM-E. I would not be surprised to hear an announcement in a month or two that the current supply of TKM-E has exhausted, but that 30 out of 30 patients that were treated with it survived. The public continues to be under the false belief that because Z-MAPP released their drug first, that this means it is/was superior or is/was a first choice for treatment over TKM-E. This is untrue as the clinical data for TKM-E has always been superior to that of Z-Mapp, at least for the formulation of Z that was given to Brantley and Writebol.

  • Reply to

    Further Confirmation TKMR Treating Dr. Sacra

    by symptoms88 Sep 12, 2014 1:39 PM
    symptoms88 symptoms88 Sep 12, 2014 2:02 PM Flag

    I can say i would be literally flat out shocked at this point if Dr. Sacra is not being treated with TKM-Ebola. I am as close to 100% sure as i could possibly be.

  • Tome Geisberg just specifically stated that he cannot reveal whether TKM-Ebola is being used on humans. Note this is different than but correlates to fact that Nebraska cannot reveal the drug. It is further confirmation that TKMR's drug is treating Dr. Sacra.
    We now know (1) thee is a gag order or gag request on what drug is treating Dr. Sacra
    and (2) there is a gag order or request on use of tekmira in humans.
    and (3) There is no known gag re any other drug.
    1+1=2

    Sentiment: Strong Buy

  • Reply to

    Within 48 hrs

    by capitalist21 Sep 11, 2014 4:14 PM
    symptoms88 symptoms88 Sep 11, 2014 4:21 PM Flag

    LOL. Nothing in what you state, nor any data anywhere, indicates that the drug doesn't work after 48 hours. We don't know bc it hasn't been tested outside the time frames set forth. Your are screwed. Cover while you can. You have VERY little time.

  • that Sacra is taking TKM-E. "Has taken the drug several consecutive nights". "Some of these drugs are tested in animals and even humans for safety". Multiple (or did he say "many") parties have asked us not to disclose the name of the drug". (Dept. of Defense?). This all fits TKMR. Its 99% maybe 99.9%. However, I am not betting my proverbial left nut bc Dirk is only betting his proverbial hat, and if I am wrong well it just doesn't seem equitable that I lose a testicle and Dirk only loses a derby.

    Sentiment: Strong Buy

  • with the media hype building over the secrecy...the secrecy becoming a story within itself...and I actually suspect at this point that the DOD may be involved in this in terms of the people exposed to ebola that were covertly brought to US being brought here as potential TKM-E patients. It fits pretty good with what in my view was TKMR's initial refusal to allow use of its drug until what i will call "terms of use" were set and agreed upon (they called it a "regulatory pathway" at the CC). I do not believe that Z-MAPP was ever used bc anyone considered it superior to TKM-E. The data on Z-MAPP at least on the combination of antibodies that were administered to the 2 patients in Atlanta, was DEFINITIVELY INFERIOR to the data on TKM-E. Anyone that has studied the issue knows that. Z-MAPP was used bc they were willing to release the drug, and TKMR was not willing to give our precious treatment courses on a first come first ask basis. It is all about collecting data and accelerating development, and TKMR waited patiently for the perfect opportunity to do that. Anyway, I think the PPS goes nuts if and when it is announced that TKM-E is being used on Sacra and possibly other patients as well.

    Sentiment: Strong Buy

  • symptoms88 by symptoms88 Sep 10, 2014 3:50 PM Flag

    TKMR is finalizing their plan/decision as to how and under what circumstances they will distribute and allow use of their current supply of 30 treatment courses (now 29?) for infected Ebola patients. To publicize use of TKM-E prior to that, in management's estimation, would be a huge distraction as the company would be bombarded with requests, questions, ethicist opinions etc etc etc. Once they have their full plan in place, they will be comfortable revealing that the drug is being administered to Dr. Sacra. This is just my own SWAG (Scientific Wild Arssed Guess).

  • symptoms88 symptoms88 Sep 10, 2014 2:51 PM Flag

    Interesting. Sure sounds like TKMR. BTW they did NOT say "no announcement soon." Just not at this instant and it will apparently be when the manufacturer decides to release the name. Maybe tomorrow? Maybe after hours today? Maybe in a month? Gonna buy some more September calls, and maybe go into October for some as well just in case...I wonder if the DOD has a hand in being so secretive...

  • symptoms88 symptoms88 Sep 10, 2014 1:27 PM Flag

    They are waiting for the green light from the manufacturer. I don't see why today is any less likely than any other day, especially in light of the news article that indicated it would be today, an announcement seems rather imminent. I think you are spot on that the fact that the hold up represents a prior agreement with the manufacturer not to announce use of their drug until they consent is strongly indicative that Sacra is being treated with TKM-E.

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