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Cytokinetics, Incorporated Message Board

too_much_sunshine 4 posts  |  Last Activity: Mar 27, 2015 8:31 AM Member since: Apr 14, 2007
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  • Reply to

    OHRP Wet AMD P2 final results out

    by too_much_sunshine Mar 27, 2015 8:26 AM
    too_much_sunshine too_much_sunshine Mar 27, 2015 8:31 AM Flag

    Actually down 62%. My Trade Architect wasn't working properly...

  • too_much_sunshine by too_much_sunshine Mar 27, 2015 8:26 AM Flag

    The PR puts the best foot forward; the fact that they missed the primary endpoint is somewhat buried. The stock is down 37%.

  • Reply to

    ASONEP did not meet endpoints

    by john_j_315 Mar 24, 2015 4:11 PM
    too_much_sunshine too_much_sunshine Mar 24, 2015 4:21 PM Flag

    The painful thing is that these results are materially similar to what was already reported. When you have a bimodal distribution split roughly 50/50, with an endpoint based on median OS, you're already on the raggedy edge. Forty percent of patients could have great results and yet this benefit could be invisible in the median OS.

    If a biomarker/responder profile emerges then this drug could be significant. I know, "if" is such a big word for so few letters.

  • Reply to

    trial results

    by voisybay Feb 18, 2015 4:25 PM
    too_much_sunshine too_much_sunshine Feb 18, 2015 5:16 PM Flag

    I wonder if algorithms are set to look for some combination of "not" and a variation of "statistical significance" and trigger a sell. I'm only partly serious, but that's about how the market seems to react.

    You have to look at the data in-aggregate. It's a small study with a variable patient population. But we see numerical superiority of OCR-002 for reduction of plasma ammonia, in the context of statistically significant reduction in urine ammonia levels (and even in a small study), with a drug with a straightforward mechanism of action. This is more suggestive of an effective drug rather than a failed drug.

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