Comments on: Arqule’s strategy continues to generate value http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/ Biotech stock reviews Sat, 19 May 2012 10:18:00 +0000 http://wordpress.org/?v=2.3.1 By: parp inhibitors http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4964 parp inhibitors Sun, 26 Feb 2012 11:14:45 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4964 Good day very cool blog!! Guy .. Excellent .. Amazing .. I will bookmark your site and take the feeds additionally?I am satisfied to search out so many helpful information here in the put up, we'd like develop extra strategies on this regard, thanks for sharing. . . . . . Good day very cool blog!! Guy .. Excellent .. Amazing .. I will bookmark your site and take the feeds additionally?I am satisfied to search out so many helpful information here in the put up, we’d like develop extra strategies on this regard, thanks for sharing. . . . . .

]]> By: Mike http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4793 Mike Fri, 03 Feb 2012 21:42:08 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4793 also another reason is thld doesn't have much cash or pipeline to argue for better terms too. more of a flyer also another reason is thld doesn’t have much cash or pipeline to argue for better terms too. more of a flyer

]]> By: Ohad Hammer http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4792 Ohad Hammer Fri, 03 Feb 2012 18:23:13 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4792 Good for them although the low value for a p3 oncology program reflects the lack of a robust proof of concept imo. Ohad Good for them although the low value for a p3 oncology program reflects the lack of a robust proof of concept imo.

Ohad

]]> By: Mike http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4791 Mike Fri, 03 Feb 2012 17:05:28 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4791 thld deal gives validity though I am not sure merck saw the data before hand, but i feel the trial will work and thld seems cheap here. any thoughts? thld deal gives validity though I am not sure merck saw the data before hand, but i feel the trial will work and thld seems cheap here. any thoughts?

]]> By: Ohad Hammer http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4786 Ohad Hammer Fri, 03 Feb 2012 05:46:47 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4786 OGXI- It's nice to see they did a randomized trial with a non-chemo drug. I am still concerned about the soft endpoints they used. I am still a little bit skeptic with respect to their p3 program with Teva. Astex- I was initially very skeptic on this filing (AML) because they failed the primary endpoint but using a more mature data set doesn't look that hopeless to me. IP is critical here, they will be losing market exclusivity for MDS shortly. provocateur - I like folate receptor very much as a target. IMGN's ADC is much more potent and has far better PK properties than ECYT's SMDC. In addition, it employs a new linker designed to counteract MDR effect. Ohad OGXI- It’s nice to see they did a randomized trial with a non-chemo drug. I am still concerned about the soft endpoints they used. I am still a little bit skeptic with respect to their p3 program with Teva.

Astex- I was initially very skeptic on this filing (AML) because they failed the primary endpoint but using a more mature data set doesn’t look that hopeless to me. IP is critical here, they will be losing market exclusivity for MDS shortly.

provocateur - I like folate receptor very much as a target. IMGN’s ADC is much more potent and has far better PK properties than ECYT’s SMDC. In addition, it employs a new linker designed to counteract MDR effect.

Ohad

]]> By: provocateur http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4785 provocateur Fri, 03 Feb 2012 03:40:05 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4785 Folate receptor ADC after the Endocyte fallout?Is it wise.... Folate receptor ADC after the Endocyte fallout?Is it wise….

]]> By: Mike http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4784 Mike Fri, 03 Feb 2012 03:02:01 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4784 astex: dacogen is going for the fda advisory committee on feb 9th. Any thoughts on their reco? astex: dacogen is going for the fda advisory committee on feb 9th. Any thoughts on their reco?

]]> By: Mike http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4783 Mike Fri, 03 Feb 2012 02:47:27 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4783 Hi Ohad, Interesting results from ogxi 427 today http://finance.yahoo.com/news/Clinical-Data-OGX-427-prnews-1645248660.html?x=0 Now it looks like a 2 drug co with a 130 million cap. do u like ogxi esp with mdvn having such a high mkt cap? Thanks Hi Ohad,

Interesting results from ogxi 427 today
http://finance.yahoo.com/news/Clinical-Data-OGX-427-prnews-1645248660.html?x=0
Now it looks like a 2 drug co with a 130 million cap. do u like ogxi esp with mdvn having such a high mkt cap? Thanks

]]> By: Ohad Hammer http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4782 Ohad Hammer Thu, 02 Feb 2012 21:07:56 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4782 Thanks for the kind words. I agree that teh 2nd part of this year and even more so next year could be transformational for IMGN. Positive p3 EMILIA data are already baked in but results from several programs are expected starting from late 2012. These include their IMGN901 p2 results, IMGN529 in NHL, Sanofi's ADC for ovarian cancer and 2 Amgen programs. I am most excited about their folate receptor ADC but we'll have data only in 2H13. Ohad Thanks for the kind words.

I agree that teh 2nd part of this year and even more so next year could be transformational for IMGN. Positive p3 EMILIA data are already baked in but results from several programs are expected starting from late 2012. These include their IMGN901 p2 results, IMGN529 in NHL, Sanofi’s ADC for ovarian cancer and 2 Amgen programs. I am most excited about their folate receptor ADC but we’ll have data only in 2H13.

Ohad

]]> By: Roy http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4781 Roy Thu, 02 Feb 2012 20:40:31 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4781 First wanted to thank you for all the good info, I have been investing in biotechnology for over 10y and you are the best i come across so far. I have large holdings in imgn (many year from most at 2-6/pps). I sold some with you at 16 but reloaded when it went to 8. I think 2012-13 will be big for them though Roche did not provided time table for the TTP data, but I still believe approval this year is possible with a NDA to be filed some time later. Also we might see other drugs advancing to Phase II, with some promising Phase I data coming as well as more new drugs advancing into the clinic. Would you consider getting in again with your Miti money? Thanks First wanted to thank you for all the good info, I have been investing in biotechnology for over 10y and you are the best i come across so far. I have large holdings in imgn (many year from most at 2-6/pps). I sold some with you at 16 but reloaded when it went to 8. I think 2012-13 will be big for them though Roche did not provided time table for the TTP data, but I still believe approval this year is possible with a NDA to be filed some time later.
Also we might see other drugs advancing to Phase II, with some promising Phase I data coming as well as more new drugs advancing into the clinic. Would you consider getting in again with your Miti money? Thanks

]]> By: Ohad Hammer http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4778 Ohad Hammer Wed, 01 Feb 2012 19:00:22 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4778 There are too many issues right now from the bad OS trend and the Doxil shortage. I don't expect them to get EU approval but who knows... The only positive thing is their decision to focus EC20++ patients only. Ohad There are too many issues right now from the bad OS trend and the Doxil shortage. I don’t expect them to get EU approval but who knows…
The only positive thing is their decision to focus EC20++ patients only.

Ohad

]]> By: Mike http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4772 Mike Tue, 31 Jan 2012 03:35:32 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4772 Hi Ohad, Any thoughts on ECYT at the current valuation. Looks like they might get the EMEA approval for the ovarian cancer drug. thanks Hi Ohad,

Any thoughts on ECYT at the current valuation. Looks like they might get the EMEA approval for the ovarian cancer drug. thanks

]]> By: Ohad Hammer http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4768 Ohad Hammer Mon, 30 Jan 2012 12:40:55 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4768 It depends on what you expect to happen (if the deal goes through or not, if there's a higher bidder or not etc.). I believe the deal will be executed as is. Ohad It depends on what you expect to happen (if the deal goes through or not, if there’s a higher bidder or not etc.). I believe the deal will be executed as is.

Ohad

]]> By: Alex http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4767 Alex Mon, 30 Jan 2012 12:32:16 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4767 Hello again about MITI I'm a newbie in the field, what happens now? Whether to sell the stock or wait for the merger? Or it doesnt matter because the stock will remain around 11..? tnx Hello again
about MITI
I’m a newbie in the field, what happens now? Whether to sell the stock or wait for the merger?
Or it doesnt matter because the stock will remain around 11..?

tnx

]]> By: Ohad Hammer http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4766 Ohad Hammer Mon, 30 Jan 2012 12:15:45 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4766 YMI is a tough nut to crack but eventually I don't see how CYT387 becomes totally worthless. Worst case scenario it's gonna be a me too drug after Jakafi. I think holding some YMI at these levels is a good idea, whether to add or not depends on each investor's risk profile and exposure. Ohad YMI is a tough nut to crack but eventually I don’t see how CYT387 becomes totally worthless. Worst case scenario it’s gonna be a me too drug after Jakafi.
I think holding some YMI at these levels is a good idea, whether to add or not depends on each investor’s risk profile and exposure.

Ohad

]]> By: jh http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4763 jh Sun, 29 Jan 2012 22:18:29 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4763 Wanted to say thanks again for all your work and insight. Due to your excellent analysis and fair assessments, I have made out quite well, similar to your portfolio. I have recently took all my profits from MITI and purchased YMI. I feel YMI is severly undervalued, but I am leery in their ability to partner CYT387, when a company could buy YMI for not much more than a fair partnering deal. Hoping to hear news soon on that front, wanted to see if you would be adding to your position with your recent profits. Keep up the excellent work! Wanted to say thanks again for all your work and insight. Due to your excellent analysis and fair assessments, I have made out quite well, similar to your portfolio. I have recently took all my profits from MITI and purchased YMI.

I feel YMI is severly undervalued, but I am leery in their ability to partner CYT387, when a company could buy YMI for not much more than a fair partnering deal. Hoping to hear news soon on that front, wanted to see if you would be adding to your position with your recent profits.

Keep up the excellent work!

]]> By: Christian http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4762 Christian Sun, 29 Jan 2012 18:38:52 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4762 hi, such investigations are the norm rather than the exception. the law firms want to make some money...... no need to worry. grtx Christian hi,

such investigations are the norm rather than the exception. the law firms want to make some money……

no need to worry.

grtx
Christian

]]> By: Ohad Hammer http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4761 Ohad Hammer Sun, 29 Jan 2012 14:44:42 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4761 I don't think it will have an effect. Ohad I don’t think it will have an effect.

Ohad

]]> By: Alex http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4760 Alex Sun, 29 Jan 2012 13:46:24 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4760 Hello Ohad What effect,if any, will the investigation have on the Miti stock? http://www.reuters.com/finance/stocks/MITI.O/key-developments tnx Alex Hello Ohad
What effect,if any, will the investigation have on the Miti stock?
http://www.reuters.com/finance/stocks/MITI.O/key-developments

tnx
Alex

]]> By: Ohad Hammer http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4754 Ohad Hammer Sat, 28 Jan 2012 18:45:56 +0000 http://www.hammerstockblog.com/arqule%e2%80%99s-strategy-continues-to-generate-value/#comment-4754 These are valid points that are at least to some extent already priced in. 2 major catalysts are exansion within HCC and carfolzmib approval (reguar, not accelerated). Ohad These are valid points that are at least to some extent already priced in. 2 major catalysts are exansion within HCC and carfolzmib approval (reguar, not accelerated).

Ohad

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