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Isis Pharmaceuticals, Inc. Message Board

zwerp2000 72 posts  |  Last Activity: Aug 20, 2014 10:25 AM Member since: Apr 19, 1999
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  • PTCT getting a positive CHMP approval for a drug that some have claimed showed no more of a benefit than a placebo bodes extremely well for SRPT. I had asked several times in the past why SRPT didn't apply for EU approval already as they may be a little more relaxed with the approval process. Now, how does SRPT move forward? Do they apply for approval? What do they do about RNA who conceivably could also apply for approval and probably get it if PTCT got it. Should SRPT work out a deal with RNA? Does RNA need SRPT if RNA can get approval on its own? If that is the case, does SRPT try to buy RA out? Does the EU relax the patent ruling because Eteplirsen is more effective and safer than Drisp? Any thought from true longs would be appreciated?

  • Reply to

    HAULTED TODAY

    by wm.craigbarnard May 23, 2014 3:45 PM
    zwerp2000 zwerp2000 May 23, 2014 3:50 PM Flag

    haulted? is that a new word you just made up? haulted? are you serious?

  • I didn't see anything negative

  • Alison Willis made the nearly five-hour drive from her home near Syracause, N.Y., to Cambridge with her three sons to attend the official opening of the new offices for Sarepta Therapeutics today.

    The company is close to Willis’ heart, and the reason that two of her sons — 12-year-old twins Jack and Nolan, both of whom have Duchenne’s muscular dystrophy — are doing as well as they are today. Jack and Nolan are two of 12 patients worldwide receiving weekly doses of eteplirsen, a drug many believe to be the best hope for a cure for the deadly, degenerative disease, as part of a trial which has lasted nearly three years. Alison Willis said the drug has stabilized the disease in both her sons, and the weekly doses have become part of all of their lives.

    “I can’t imagine them not taking it,” she said.

    Jack and Nolan were two of a handful of patients — most of whom were in wheelchairs — who cut the ribbon in a ceremony today at 215 First Street in Cambridge, the site of the recently-renovated 45,000 square foot lab and office space where Sarepta (Nasdaq: SRPT) will now be based. The ceremony was the culmination of a move from Seattle to Cambridge that began more than two years ago, and came just days after the company said it’s buying a 60,000-square-foot manufacturing facility in Andover from Eisai for $15 million plus another $10 million in expected renovations, with plans to employ 40 workers there.

    In his comments to the attendees at the ceremony, Sarepta CEO Chris Garabedian gave the credit for the company’s recent accomplishments — including its plans to submit eteplirsen for approval by the U.S. Food and Drug Administration before the end of the year — to the patients and their families in attendance.

  • no surprise

  • Reply to

    Big Article on Ibrutinib on Yahoo

    by korthh Jun 4, 2014 4:55 PM
    zwerp2000 zwerp2000 Jun 5, 2014 7:56 AM Flag

    I never said they were working together. I said TGTX was using PCYC's drug in combination with their drug

  • Reply to

    Have You Ever Seen Growth Like This?

    by rbullock47 Jun 8, 2014 1:52 PM
    zwerp2000 zwerp2000 Jun 8, 2014 2:36 PM Flag

    Yes, when I get an erection

  • Reply to

    If J Napadano is right then"....

    by mdexpert69 Jun 4, 2014 8:33 PM
    zwerp2000 zwerp2000 Jun 9, 2014 9:51 AM Flag

    Ooops. Complete miss

  • Roth Capital affirms its Focus Pick rating and $15 target price on TG Therapeutics, Inc. (Nasdaq: TGTX) ahead of the pharma's presentation at EHA over the weekend.

    Analyst Joseph Pantginis is looking for stronger visibility from the TG-1101/Imbruvica Phase II in B-cell malignancies. The analyst comments, "We expect TG to shine this weekend with what we have called the "match made in heaven" study. We believe these combination to point toward major response rates in the absence of chemotherapy. Depending on the indication (MCL vs. CLL/SLL) Imbruvica monotherapy has delivered overall response rates in the 67-83% range. We believe the underlying hurdle for the combination regimen would need to therefore be in the 90% range or greater. We believe this combo regimen could yield a true "mopping up" strategy in reducing residual disease in patients. We would project that much higher response rates would also have a positive impact on extending survival. There has been some "pre-excitement" regarding this study with some rumors flying around that Pharmacyclics would end up just acquiring TG. To date, though TG has strongly emphasized their goal in playing a major role in marketing its drugs."

    "The Phase II '1101/Imbruvica study is enrolling up to 60 patients with r/r B-cell malignancies (at least one prior treatment regimen). The primary endpoint of the study was to assess the safety of the combination. The secondary endpoint of the study is overall response rate (ORR) up to one year," Pantginis said.

    For an analyst ratings summary and ratings history on TG Therapeutics click here. For more ratings news on TG Therapeutics click here.

    TG Therapeutics closed at $6.61 yesterday.

  • TGTX) ahead of the pharma's presentation at EHA over the weekend.

    Analyst Joseph Pantginis is looking for stronger visibility from the TG-1101/Imbruvica Phase II in B-cell malignancies. The analyst comments, "We expect TG to shine this weekend with what we have called the "match made in heaven" study. We believe these combination to point toward major response rates in the absence of chemotherapy. Depending on the indication (MCL vs. CLL/SLL) Imbruvica monotherapy has delivered overall response rates in the 67-83% range. We believe the underlying hurdle for the combination regimen would need to therefore be in the 90% range or greater. We believe this combo regimen could yield a true "mopping up" strategy in reducing residual disease in patients. We would project that much higher response rates would also have a positive impact on extending survival. There has been some "pre-excitement" regarding this study with some rumors flying around that Pharmacyclics would end up just acquiring TG. To date, though TG has strongly emphasized their goal in playing a major role in marketing its drugs."

    "The Phase II '1101/Imbruvica study is enrolling up to 60 patients with r/r B-cell malignancies (at least one prior treatment regimen). The primary endpoint of the study was to assess the safety of the combination. The secondary endpoint of the study is overall response rate (ORR) up to one year," Pantginis said.

    For an analyst ratings summary and ratings history on TG Therapeutics click here. For more ratings news on TG Therapeutics click here.

    TG Therapeutics closed at $6.61 yesterday.

  • Reply to

    the turd just went red as expected

    by devilsyankeesfan Jun 11, 2014 10:34 AM
    zwerp2000 zwerp2000 Jun 11, 2014 11:03 AM Flag

    shut up already

  • Reply to

    Data must be excellent

    by golderw3 Jun 12, 2014 2:11 PM
    zwerp2000 zwerp2000 Jun 12, 2014 2:45 PM Flag

    Me too

  • Reply to

    Todays 8K filing

    by golderw3 Jun 12, 2014 6:10 PM
    zwerp2000 zwerp2000 Jun 12, 2014 8:10 PM Flag

    you seem to have a good handle on the science. I presume you are expecting strong results this weekend?

  • 1. This board is a mess. Some of the better posters do not really post here anymore. I can't blame them. There are some that continue to post useful info. I hope they continue to do so

    2. Everyone is waiting for the 144 wk data. What will it reveal? Well, if there is some distance loss/decline by some of the patients on the 6 mwt i expect the shorts to pounce and the stock could tumble. Of course, for me, i want to see that if there is a drop by some or even all, how much and if the patients continue to show stability. Remember, no drug has ever shown to stabilize this disease. Additionally, one could argue that if this drug is given to these patients at an earlier age, before any damage is done, then perhaps they would never really deteriorate or if they did, it would be so slow that it would add years and years to their lives. Also, what if the dosage administered was higher? Maybe that would help even more as the drug appears safe. It's amazing that a company could be worth billions and billions just to come up with a cancer drug that adds a few months to a persons life but SRPT continues to remain severely undervalued

    3. Speaking of valuation, i don;t know why wall st seemingly hates this stock so much. Look at BLUE today on data based on 2 patients. This data is extremely early, not even close to getting approval like SRPT is and yet both have similar market caps. Based on SRPT's data and the fact that they have now been invited to file an NDA, i don;'t understand why the stock does not have a market cap in the multi-billions. any other stock would have such a large valuation. Hopefully this will change soon but boy does wall st seem to hate this company. Of course there are some very big institutions buying in so i am sure much of the depressed stock price has to do with typical wall st BS.

  • zwerp2000 zwerp2000 Jun 16, 2014 10:37 AM Flag

    What we will likely need with the 144 wk results, if possible, is the individual patient scores and data. If there are some patients who actually improved and some who remained the same or declined slightly (which goes against natural history), we will have some clarity on the true numbers. I think it;s a huge win for SRPT, although the stock would likely get hit, if the children remained just stable or decline slightly. No drug has been able to stabilize the disease so just doing that or slowing the progression is a big win. Companies with cancer drugs that can just slow the disease slightly get richly rewarded. Eteplirsen appears to do so much more than that. Again, you have to wonder what would happen if we gave this SAFE drug earlier in their lives and at higher doses.

  • zwerp2000 zwerp2000 Jun 16, 2014 10:46 AM Flag

    I agree. For me, i follow the tweets of some of the parents and it appears their children are doing phenomenal . I don't know how the others are doing but from what i've read, i am hoping from good data

  • zwerp2000 zwerp2000 Jun 16, 2014 10:50 AM Flag

    well, as we go forward, there is a decent chance the data could drop off a bit which shouldn't be a total shock. dmd is a progressively debilitating disease where there has been no drug yet, aside from eteplirsen, that has shown to slow the progression of this disease. i don't know if eteplirsen is a 100% cure but if it is slowing the diseases down considerably based on historical data then in a perfect world, the stock should react positively. hell, companies that manage to slow the progression of cancer by a few months are hailed as the holy grail yet when we have unprecedented results from eteplirsen, traders scoff at the news and perceive it as negative. bizarre.

ISIS
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