The Spectrum boys have become most snarky of late in their pronouncements with no news on the key prods that they've been advancing. Has someone taught Raj how to twist and shout? I like it, keeps Shorty blowing in his smoke. We'll hear of Melphalan, 2012, and the mystery match next week.
25th Annual Healthcare Conference
December 10-11, 2014
This year Oppenheimer will host its 25th Annual Healthcare Conference on December 10-11, 2014 at The Crowne Plaza Hotel in New York City. Will Spectrum have an announcement? The timing is right.
I'm hoping for a marketing agreement with a major player that will enable 2012 immediate penetration into its multi-billion dollar market. That will boost share price now. Any clinical advantages will take time to prove.
Has Raj gone on to Spain to visit the EORTC-NCI-AACR 2014 there? Today he could have
attended this talk: Histone demethylases and methyltransferases as novel targets for cancer therapeutics
Speaker: K. Helin (Denmark). Just one of many that touches on company products. Why else did he give the first address early in the morning at the Jefferies, there's other people and places to see, imho.
Not sure who that may be, certainly many other big shots at the meeting. Teva did announce in early October a shift in its oncology strategy: "In other therapeutic areas, such as Women’s Health and Oncology, where Teva has a significant commercial presence, the Company will focus on market-ready or close-to-market assets to maximize sustainable profitability. In addition, Teva will continue to evaluate opportunities for commercially-oriented activities and collaborations."
Seems odd that Raj chose to return to England 21 days after having presented to the EMA there. Of course, the Jefferies was planned in advance, but I wonder if some followup to more/other discussions was also intended. Raj didn't break new ground at today's event so some other cause may have brought him back.
Seventeen slides for the conference are already posted at the company website with emphasis on CE-Melphalan, SPI 2012, and Apaziquone. The last is shown with NDA and P3 start in 2015.
Too soon to say. In the CC, they were careful to claim early success and attributed the initial sales to wholesalers inventories. As Istodax has some harsh side effects not prominent in Belodaq, migration is likely.
The CC also cautioned revenues attributed to changes in accounting, can't recall which ones, minor though.
It's good to be cautious now and not give fuel to the naysayers. Traders are active and year end tax selling is ongoing. Overall, there prospects have not changed and the unmentioned items are still on board. I expect further announcements in the weeks ahead which will maintain momentum.
No mention has been made of the Oct 15th departure of Spectrum's senior vice president of global operations, Rick Gonzalez (43 yrs old) but I see this #$%$ as validation of SPPI's globalization efforts: overseas approvals and the CASI China deal. Will expect improved overseas sales in tonight's announcements.
Your wish will be fulfilled on Thursday afternoon, and more news will be forthcoming before the Nov 12th Healthcare Conference, good news I believe.
Hmm, Q3 now scheduled a week before the Credit Suisse Healthcare Conference. Is Raj planning a slower build to Melphalan announcement or something else. The Nomura Biotechnology Conference is at the end of next week but Spectrum hasn't been mentioned there.
"Phosphate binders appear to be more top-of-mind for nephrologists given the FDA approval of Velphoro (Vifor Fresenius Medical Care Renal Pharma) in November 2013 and the very recent approval of ferric citrate, formerly known as Zerenex," comment from Decision Resources Group Business Insights Analyst Jihan Khan, Ph.D
The webinar in this series is: ASH/FDA Update on: Belinostat for Treatment of Peripheral T-cell Lymphoma (PTCL). Recordings of ASH webinars are available on ASH On Demand.
Today at 4 pm EST, the American Society of Hematology presents a one hour webinar:
Wyndham Wilson, MD, PhD (Moderator) , Robert Kane, MD, Steven M. Horwitz, MD
In collaboration with the Food and Drug Administration (FDA), ASH is now offering webinars that feature an unbiased discussion of newly-approved hematology therapies. These webinars feature presentations by an FDA representative and a key clinical physician involved in the drug’s development, and are moderated by a physician with experience serving on the oncologic drugs advisory committee (ODAC) of the FDA. Discussion of the newly-approved therapy will be followed by a Q&A session led by the moderator, with questions from the audience submitted via chat.
To my knowledge, no Captisol-enabled med has failed to meet its clinical goal and all the applications in the US and the EU have been approved. As close to a sure thing as I've seen.