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Costco Wholesale Corporation Message Board

veee4 10 posts  |  Last Activity: Jul 6, 2014 7:50 PM Member since: Feb 5, 2003
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  • Reply to

    gild catalysts

    by nawid123 Jul 4, 2014 2:24 PM
    veee4 veee4 Jul 6, 2014 7:50 PM Flag

    And a risk are the patent challenges now consolidated by Merck who paid up dearly for Idenix and I don't think it was for developing future products but for squeezing a royalty out of Gild. May take years to settle but Merck is going all in on this.

  • Reply to

    The Bear Thesis....

    by biotechtrader23 Jul 3, 2014 7:36 AM
    veee4 veee4 Jul 3, 2014 12:19 PM Flag

    Probably not but he knows everything about Sereptas super secret SMA program. You know, one of those things that the CEO is "even more excited" of. He is just too proud to share.

  • Now the 6th biggest pharma in the world.

  • Reply to

    Will there be an Isis - Sarepta SMA battle?

    by copphiggins Jun 17, 2014 10:18 AM
    veee4 veee4 Jun 20, 2014 1:10 AM Flag

    This is the best your gray matter could come up with? Why don't you tell us about Sarepta IP in SMA and how many blokes they got working on this project and when we can expect an IND.

  • Reply to

    Will there be an Isis - Sarepta SMA battle?

    by copphiggins Jun 17, 2014 10:18 AM
    veee4 veee4 Jun 18, 2014 7:14 PM Flag

    It seems Sarepta has no IP ownership, no resources that can be allocated, and frankly no choice. This train has left the station, and the only chance to re-board would be an Isis failure, IMO.

  • Reply to

    Do we make

    by mordin_solus1 Jun 11, 2014 12:09 PM
    veee4 veee4 Jun 11, 2014 1:42 PM Flag

    I am concerned that expectations have become lavish and may not be met by walk distance that merely indicates stabilization. Some personal accounts not withstanding, these patients will always have MD, just a milder form that may keeps them ambulant, not make athletes out of them. I do not expect the stock to surge unless there is clear evidence of improvement across the board. Options IV is down also so 144 wk data may not be as big a binary event as we think. Progress toward clinical trial initiation and NDA submission will have much greater effects on stock.

  • Reply to


    by lannylevine Jun 9, 2014 6:06 PM
    veee4 veee4 Jun 9, 2014 11:50 PM Flag

    Merck didn't buy Idenix for the pipeline. By the time it may produce a product Gilead has at least four years of marketing experience in HCV. The enormous sales that Gilead is racking up are an attractive target for a legal challenge. By Merck's reckoning combining the patent challenges of Merck and Idenix may make it easier to get Gilead to consider a settlement. Only problem is, Gilead won't even think about settling. Company has a culture of infallibility and invincibility. They did their DD when they bought Pharmasset and concluded that everything was golden. They will circle the wagons and it'll take Merck years to see if their attack has any chance of success. They like their chances with Idenix on board. High paid lawyers are the engine of big pharma these days while much lower paid scientists have been let go by the thousands during the last 15 years. What a shame.

  • Reply to

    Too Funny

    by greyzone513 May 5, 2014 9:05 AM
    veee4 veee4 May 5, 2014 12:15 PM Flag

    #$%$ are you complaining about? If you really believe in your crystal ball that the stock will neither trade up nor down for a year your can make a killing trading strangles. You either have no confidence in your analysis or you don't know how to trade.

  • Reply to

    Phase 3 design causing an extreme delay....

    by kgrichard5 Apr 15, 2014 11:40 AM
    veee4 veee4 Apr 15, 2014 11:59 AM Flag

    When will we be told that the trial is not going to start until .....?

  • Reply to

    Michael Astrue article in Weekly Standard

    by greyzone513 Apr 14, 2014 1:19 PM
    veee4 veee4 Apr 15, 2014 11:49 AM Flag

    "For the first time, with this article, I feel all the pressure being put on politically may do more good than harm with the FDA--wasn't confident of that before. Well done Mr. Astrue!"

    Agreed! So many parties are now watching this story unfold, including people with significant
    competence in the subject matter. More near-term coverage with increasingly more visible print or TV media is virtually guaranteed raising pressure even more. Etep is moving away from a scientific/medical story to a political one. Assuming this is all because of FDA inflexibility what is their reward? To maintain that expression of modified dystrophin has poor correlation with clinical benefit and is currently not likely to predict clinical outcome? Protecting patients? Really?? Removing this concern will require an unacceptable and totally unwarranted multi-year effort while you have 12 kids that have stable disease after almost 2.5 years on treatment. Or is it else that is holding things up and we are just not being told about it?

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