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Omeros Corporation (OMER) Message Board

tredleon 90 posts  |  Last Activity: 22 hours ago Member since: Sep 21, 1999
  • Reply to

    I have to admit it was a real shocker

    by cggarabedian Feb 13, 2015 5:49 PM
    tredleon tredleon Feb 14, 2015 9:31 AM Flag

    Whatever - cg's implication (which you don't seem to dispute) is that the company is screwing up and causing these delays - his post was intended to mislead. There has been a lot of bashing on this board about how CG has screwed things up trying to steamroll the FDA for an AA with the Phase II data and how if only we had a CEO that knew how to manage the FDA process, we would be that much closer to approval. The reality is that CG has treated the FDA with kid gloves and been whipsawed by their capricious decisions and any delays in the approval timeline have been caused by FDA misunderstandings and new/changing directives. This delay in the trial for younger boys is just another example of the FDA's "excessive" behavior. Why anyone would be shocked or surprised at this stage is beyond me.

  • Reply to

    I have to admit it was a real shocker

    by cggarabedian Feb 13, 2015 5:49 PM
    tredleon tredleon Feb 14, 2015 8:50 AM Flag

    fired - you "agree with little cg"? His whole post was centered around the idea that SRPT's confirmatory trial is a year behind schedule and therefore RNA has a leg up on SRPT in getting new data to the FDA - everything about his post is false, but you agree with him? If my memory serves me correctly, last quarter CG said they were ahead of schedule in getting the "young boy" study rolling, thinking it would start this quarter - what happened? Same thing that has happened to the company time and time again - the FDA changed their minds on the trial design and data they want to see, so SRPT now has to work through all the nuances of generating valid MRI data as part of the trial protocol, before recruiting and treating patients. No big deal to the FDA, right - what's 6-9 more months to a kid that has DMD?

  • Reply to

    I have to admit it was a real shocker

    by cggarabedian Feb 13, 2015 5:49 PM
    tredleon tredleon Feb 13, 2015 9:23 PM Flag

    What a tool - a real "shocker" that you would post a mis-leading message. If by the "new ambulatory" trial, you meant to imply the confirmatory trial that is critical to the AA process, that trial (as I'm sure you know) has already started. The trial that has been delayed (again, due to the FDA changing their minds on what they wanted to see and deciding they want formal MRI data as part of the data set) is the trial in younger boys (i.e. less than 7 years of age). Besides that, he said they would start enrollment in q3 (not q4). Basically, all aspects of your message are erroneous and if starf wasn't around, you would be the biggest tool on this MB. Loser!

  • Reply to

    New Offering?

    by truthseekers100 Feb 12, 2015 7:46 AM
    tredleon tredleon Feb 12, 2015 8:12 AM Flag

    Practically, yes - if someone is holding a warrant that requires them to pay the company $10.86 per share, why would they exercise the warrant if the market price is less than that - if they wanted more shares, they would just buy them in the open market.

  • Reply to

    New Offering?

    by truthseekers100 Feb 12, 2015 7:46 AM
    tredleon tredleon Feb 12, 2015 7:54 AM Flag

    They don't need the cash - I'm guessing they are pushing some cheap shares to some "preferred" institutions and insiders. The warrant price speaks volumes - $10.86 - 3-times the offering price. When was the last time you saw a warrant price that high relative to the offering? I suppose if the Phase III trials get dragged out (they are waiting on a certain number of "events", so timing is uncertain), they may start to run low on cash, but they could have waited until the end of this year, when presumably they would have more mature data from the various Phase II trials - between that and the anticipation of the release of the Phase III results, the share price would surely have been higher toward the end of the year.

  • Reply to

    Today's Event

    by georgecantstansya Feb 11, 2015 10:45 AM
    tredleon tredleon Feb 11, 2015 11:36 AM Flag

    It will be interesting to see if the parents have the right to know the 4th biopsy results before SRPT may want to disclose them. On the one hand, it would be hard to put your kid through that procedure without having the right to see the results, but I'm guessing the company may have conditioned that with a non-disclosure agreement - i.e. you can see it, but not report/tweet/post/etc. to the outside world?

  • Reply to

    PUMPERS reported

    by buy_mnkd_sell_fold Feb 10, 2015 12:32 PM
    tredleon tredleon Feb 11, 2015 11:03 AM Flag

    Huh - This has to be one of the quietest MB's out there - the only pumping I've seen recently on this board was for CRIS. That just tells me the day/momentum traders haven't gotten into the FOLD game, yet. That may change once they get some solid guidance from the FDA and hear back from the EU, then it should be a quick ride into double digits.

  • Reply to

    right now

    by starfe11 Feb 9, 2015 11:06 AM
    tredleon tredleon Feb 10, 2015 9:10 AM Flag

    I don't love him - I just don't understand your incessant need to bash him with rants that are either false or make no sense. The fact that you can't understand the truth doesn't make the things he says wrong. The ONLY market that exists for an Ebola treatment is the US Govt (or some other western govt), but because you don't understand that concept, CG is wrong for stating it? What a tool!

  • Reply to

    right now

    by starfe11 Feb 9, 2015 11:06 AM
    tredleon tredleon Feb 9, 2015 10:19 PM Flag

    What a dipstick - provide us one quote of CG "complaining" about the FDA. He has done nothing but share their communications and if anything has spoke about how responsive they have been. The parent groups are another issue entirely, but they have every right to gripe about how the FDA has handled the AA path for Etep. Once again you have completely missed the mark with your paranoid rants about CG. What a tool!

  • At some point the market will realize that all these RNAi companies using oglio delivery backbones are going to have a rough time trying to treat chronic illnesses. How will they be able to compete on a long-term basis, when their drugs cause liver problems, immune responses, etc., etc. ISIS is a $7B company with one approved drug that has a black box warning for liver issues. TKMR had its Ebola trial put on hold because of immune responses and we all know about RNA's list of toxicity issues with Prosensa. In the end, SRPT's morpholinos will have the ability to control the chronic/long-term indications, because it is the only delivery platform with a reasonable safety profile.

  • Reply to

    Anyone know if 4th biopsies have been done yet?

    by paris1785 Feb 3, 2015 12:03 PM
    tredleon tredleon Feb 4, 2015 10:31 AM Flag

    nerd - Are you saying it will only be a month for the independent reading of the slides/data to be completed? I can't imagine the company will have "final" data reads on the 4th biopsies that quickly. I assume they will have to follow the same protocol of having 3 independent readings, like they are doing for the earlier biopsies?

  • Reply to

    The best news from the biopsy s

    by thigrlsrk Feb 4, 2015 6:14 AM
    tredleon tredleon Feb 4, 2015 10:22 AM Flag

    No - the best news was just retweeted by Jenn - the Willis twins (the boys that became nonambulatory early in the trial) have agreed to 4th the biopsies and are scheduled for early Feb. The bashers point to these boys as evidence that the drug doesn't work, but the boys and their parents know that despite losing their legs (before Etep took effect), Etep is working to maintain their upper body and lung function. Why would they agree to do the biopsy if they didn't believe the drug was working for them?

  • Reply to

    Just like a Blackjack Table...

    by manyland Jan 27, 2015 11:10 AM
    tredleon tredleon Jan 28, 2015 7:58 PM Flag

    What a tool - the reason I missed it is that they announced the collaboration back in 2013 and haven't said a word about it since. I was focused on the last couple of updates and presentations, which do not even mention it, which provides a pretty good idea on whether anything substantive is going to come out of this pre-clincial program in the near-term. IOW, you mentioning the Biogen collaboration as a near-term driver shows how clueless you are and the fact that you called me out for missing it shows you are worse than a smart@ss - you are a douchebag!

  • Reply to

    Just like a Blackjack Table...

    by manyland Jan 27, 2015 11:10 AM
    tredleon tredleon Jan 27, 2015 6:45 PM Flag

    Did I miss something - what partnership with Biogen and since when is Parkinson an indication they are targeting??

  • tredleon tredleon Jan 26, 2015 10:32 AM Flag

    yes, winter pulls a lot out of his #$%$ - not sure if he is trying to impress/provoke or just doesn't care to investigate the facts before posting?

  • Reply to

    Random Thoughts

    by dylacha Jan 23, 2015 2:49 PM
    tredleon tredleon Jan 23, 2015 5:35 PM Flag

    I listened - he was never questioned directly about the recounts - he was questioned about the 192 week data and when/would it be released. He indicated that because they would presumably be in a review period with the FDA, they would work with the FDA on whether it was appropriate to disclose it and when and carried that concept into how they were going to deal with the dystrophin re-counts. He stated that they were not sure how the FDA would treat the re-counts - i.e. as verification of the original readings, as new readings that would become part of the filing, etc., etc., . The bottom line was that they were going to be very sensitive to how the FDA was going to interpret/use the data, before they disclosed it. Given that the FDA took five months to get back to them on the lab site review, don't expect a timely response from the FDA or release from the company. The fact that simp finds this "stupefying" is his typical paranoia.

    Many posters here have bashed CG for not "reading" the FDA properly and trying to force his will on them, when every disclosure I have heard has been that the company has been ultra sensitive and accommodative to the FDA, despite how capricious they have been in return. He has gone out of his way not to make them look bad. In this case I don't agree with it - he should disclose the re-counts as soon as they have them, because the investors should have access to this "material" information, regardless of how the FDA will deal with it.

  • tredleon tredleon Jan 23, 2015 1:20 PM Flag

    "Rich with potentially useful discussion ideas"? Whether the company gets AA or not has been hashed and rehashed on this board numerous times - everyone has an opinion, so what? What I focus on is facts and when posters make statements about facts that don't match reality, I call them on it. You premised your opinion on the timing of potential approval with a mis-statement of fact and I called you on it.

  • tredleon tredleon Jan 23, 2015 12:14 PM Flag

    winter - where do you come up with this garbage - a "significant history of delays in its clinical development timelines". Up until this past quarter, the company has had only one active clinical program - the Phase II trial that started 3 years ago. They finally got guidance from the FDA on the confirmatory trials earlier this year and have started 3 new trials in the past three months - the confirmatory trial was started a couple months later than originally projected (not clear whether this was the company's fault an FDA delay on signing off on design issues) and the the other two trials were started either on time or earlier than projected and you concluded that they have a "significant history of delays"? You have a significant history of making clueless statements.

  • Reply to

    Its really simple

    by thigrlsrk Jan 23, 2015 5:24 AM
    tredleon tredleon Jan 23, 2015 7:25 AM Flag

    1) Will be confirmed by the independent re-reads of the Phase II biopsies and the 4th biopsy
    2) Assuming 1 is taken care of, the clinical data doesn't need to be overwhelming, just confirm that there is a reasonable likelihood of clinical benefit - the AdCom will answer that question in a convincing fashion.
    3) Pristine!

OMER
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