Comments for Hammer Stock Blog http://www.hammerstockblog.com Biotech stock reviews Fri, 10 Sep 2010 10:43:00 +0000 http://wordpress.org/?v=2.3.1 Comment on Immunogen beyond the T-DM1 delay by sam http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1761 sam Thu, 09 Sep 2010 05:58:34 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1761 hello ohad, I know you usually write about small biotech but notice that you have disclosed that you are long phe. Why makes phe attractive compared to other large pharma such as mrk and nvs? thanks hello ohad,

I know you usually write about small biotech but notice that you have disclosed that you are long phe.

Why makes phe attractive compared to other large pharma such as mrk and nvs?

thanks

]]> Comment on Immunogen beyond the T-DM1 delay by Ohad Hammer http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1701 Ohad Hammer Sat, 04 Sep 2010 05:22:31 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1701 I think it's going to be hard to support all of the programs beyond the next year. The $$ they got from the CRGN merger really saved them. I still think they should pursue CDX-011 aggressively and figure out whether or not they have a way to distinguish between patients based on their expression profile. Their ASCO data again had some interesting signs but the numbers are too small and results not a slam dunk. Ohad I think it’s going to be hard to support all of the programs beyond the next year. The $$ they got from the CRGN merger really saved them.
I still think they should pursue CDX-011 aggressively and figure out whether or not they have a way to distinguish between patients based on their expression profile. Their ASCO data again had some interesting signs but the numbers are too small and results not a slam dunk.

Ohad

]]> Comment on Immunogen beyond the T-DM1 delay by Cloud http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1700 Cloud Fri, 03 Sep 2010 23:47:33 +0000 http://www.hammerstockblog.com/immunogen-beyond-the-t-dm1-delay/#comment-1700 Ohad, CLDX got dump by Pfizer today, similar happened to EXEL with BMY. Do you think there still some hope for CLDX in terms of their shortage of cash? Thanks! Cloud Ohad,

CLDX got dump by Pfizer today, similar happened to EXEL with BMY. Do you think there still some hope for CLDX in terms of their shortage of cash? Thanks!

Cloud

]]> Comment on Immunogen - What really happened with T-DM1’s filing? by Ohad Hammer http://www.hammerstockblog.com/immunogen-what-really-happened-with-t-dm1%e2%80%99s-filing/#comment-1671 Ohad Hammer Wed, 01 Sep 2010 04:30:21 +0000 http://www.hammerstockblog.com/immunogen-what-really-happened-with-t-dm1%e2%80%99s-filing/#comment-1671 Yes,i am pretty sure as it was specified in the data presentation as well as the actual poster at SABCS2009 (not ASH). Ohad Yes,i am pretty sure as it was specified in the data presentation as well as the actual poster at SABCS2009 (not ASH).

Ohad

]]> Comment on Immunogen - What really happened with T-DM1’s filing? by JQ http://www.hammerstockblog.com/immunogen-what-really-happened-with-t-dm1%e2%80%99s-filing/#comment-1667 JQ Tue, 31 Aug 2010 20:42:10 +0000 http://www.hammerstockblog.com/immunogen-what-really-happened-with-t-dm1%e2%80%99s-filing/#comment-1667 Ohad, Are you sure patients in this study failed Tykerb? I looked at inclusion criteria at clinicaltrials.gov, and ASH 2009 data presentation after this RTF. I started to question if patients failed Tykerb. Inclusion criteria: •Patients must have had at least 14 days of exposure in the metastatic setting to lapatinib and capecitabine (given together or separately) unless they were intolerant of lapatinib and/or capecitabine. ASH 2009: Prior trastuzumab Median duration of prior trastuzumab in metastatic setting, months (range) 19.4 (2–116) Prior lapatinib Median duration of prior lapatinib in metastatic setting, months (range) 6.9 (0–23) This leads me to think many patients might not have failed Tykerb before enrilling the trial. Ohad,

Are you sure patients in this study failed Tykerb? I looked at inclusion criteria at clinicaltrials.gov, and ASH 2009 data presentation after this RTF. I started to question if patients failed Tykerb.

Inclusion criteria: •Patients must have had at least 14 days of exposure in the metastatic setting to lapatinib and capecitabine (given together or separately) unless they were intolerant of lapatinib and/or capecitabine.

ASH 2009: Prior trastuzumab
Median duration of prior trastuzumab in metastatic setting,
months (range) 19.4 (2–116)
Prior lapatinib
Median duration of prior lapatinib in metastatic setting, months (range) 6.9 (0–23)

This leads me to think many patients might not have failed Tykerb before enrilling the trial.

]]> Comment on Pfizer’s failure provides clarity for Arqule by Ohad Hammer http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1666 Ohad Hammer Tue, 31 Aug 2010 12:46:23 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1666 Will answer that in tomorrow's article. Ohad Will answer that in tomorrow’s article.

Ohad

]]> Comment on Pfizer’s failure provides clarity for Arqule by sam http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1662 sam Mon, 30 Aug 2010 04:14:03 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1662 Imgn seems like dead money until results in 2012? Imgn seems like dead money until results in 2012?

]]> Comment on Pfizer’s failure provides clarity for Arqule by Jolly Rancher http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1660 Jolly Rancher Sun, 29 Aug 2010 14:33:17 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1660 sam, I don't want to clog Ohad's blog with too much off-topic posts, so you're welcome to email me at jolly_rancher36@yahoo.com. I don't have a lot of positions and nothing changes very often -- so I don't even use computers that much and check email about once or twice per week. Best regards. JR sam, I don’t want to clog Ohad’s blog with too much off-topic posts, so you’re welcome to email me at jolly_rancher36@yahoo.com. I don’t have a lot of positions and nothing changes very often — so I don’t even use computers that much and check email about once or twice per week. Best regards. JR

]]> Comment on Pfizer’s failure provides clarity for Arqule by Ohad Hammer http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1655 Ohad Hammer Sun, 29 Aug 2010 07:50:56 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1655 Will try to publish something on IMGN this week. Will try to publish something on IMGN this week.

]]> Comment on Pfizer’s failure provides clarity for Arqule by sam http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1654 sam Sat, 28 Aug 2010 22:10:50 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1654 You made some nice calls jolly rancher what other stocks do you own? thanks You made some nice calls jolly rancher what other stocks do you own?
thanks

]]> Comment on Immunogen – Another Step towards FDA Approval by Ville http://www.hammerstockblog.com/immunogen-%e2%80%93-another-step-towards-fda-approval/#comment-1653 Ville Sat, 28 Aug 2010 10:41:38 +0000 http://www.hammerstockblog.com/immunogen-%e2%80%93-another-step-towards-fda-approval/#comment-1653 What happened yesterday? Blood bath @ immunogen. Are you still bullish? What happened yesterday? Blood bath @ immunogen. Are you still bullish?

]]> Comment on Pfizer’s failure provides clarity for Arqule by sam http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1651 sam Sat, 28 Aug 2010 06:01:17 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1651 hello ohad, what stocks are you personally long in the portfolio? In the seekingalpha article you disclosed that you were long arql, phizer, and incy (of course those were the only bio's mentioned in that article). thanks hello ohad,

what stocks are you personally long in the portfolio?

In the seekingalpha article you disclosed that you were long arql, phizer, and incy (of course those were the only bio’s mentioned in that article).

thanks

]]> Comment on Pfizer’s failure provides clarity for Arqule by Jolly Rancher http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1648 Jolly Rancher Fri, 27 Aug 2010 14:21:17 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1648 Hi Ohad, I bought IMGN this morning. Good cash position, having just issued 9M shares. The selloff is over done. JR Hi Ohad, I bought IMGN this morning. Good cash position, having just issued 9M shares. The selloff is over done. JR

]]> Comment on Pfizer’s failure provides clarity for Arqule by Ohad Hammer http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1647 Ohad Hammer Fri, 27 Aug 2010 12:53:35 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1647 In the short run -very bad news In the long run - no meaningful effect as the phase III trials are more important for T-DM1's commercial success. This rejection doesn't mean anything in terms of the value of IMGN's technology. Will try to publish something next week Ohad In the short run -very bad news
In the long run - no meaningful effect as the phase III trials are more important for T-DM1’s commercial success.

This rejection doesn’t mean anything in terms of the value of IMGN’s technology.

Will try to publish something next week

Ohad

]]> Comment on Pfizer’s failure provides clarity for Arqule by Dan http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1646 Dan Fri, 27 Aug 2010 11:35:44 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1646 Ohad, FDA just rejected fast track of TDM1...pushed back to mid 2012...what's your analysis on this announcement? Is there still promise in TDM1 and IMGN's guided missile technology? Thanks. Ohad, FDA just rejected fast track of TDM1…pushed back to mid 2012…what’s your analysis on this announcement? Is there still promise in TDM1 and IMGN’s guided missile technology? Thanks.

]]> Comment on Pfizer’s failure provides clarity for Arqule by Ohad Hammer http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1644 Ohad Hammer Thu, 26 Aug 2010 09:01:06 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1644 I am still following them but following the deal with AZN, I don't see a lot of important catalysts in the coming year or so. The rest of the pipeline is pretty early. Ohad I am still following them but following the deal with AZN, I don’t see a lot of important catalysts in the coming year or so. The rest of the pipeline is pretty early.

Ohad

]]> Comment on Pfizer’s failure provides clarity for Arqule by Seneo http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1643 Seneo Thu, 26 Aug 2010 08:34:04 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1643 No more interest for you in RIGL? No more interest for you in RIGL?

]]> Comment on Pfizer’s failure provides clarity for Arqule by Ohad Hammer http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1642 Ohad Hammer Thu, 26 Aug 2010 04:44:53 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1642 Toby, It is hard to say. I guess that they are seeing activity and a reasonable safety profile but their data is still early and limited (and unpublished). JAK looks like a great arena but don't forget there are plenty of active programs and companies like YM will probably have to face at least one established JAK inhibitor in the market. You now have Sanofi,Onyx and AZN in the race as well, so YM will have to differentiate their product. Ohad Toby,

It is hard to say. I guess that they are seeing activity and a reasonable safety profile but their data is still early and limited (and unpublished). JAK looks like a great arena but don’t forget there are plenty of active programs and companies like YM will probably have to face at least one established JAK inhibitor in the market.
You now have Sanofi,Onyx and AZN in the race as well, so YM will have to differentiate their product.

Ohad

]]> Comment on Pfizer’s failure provides clarity for Arqule by Toby http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1641 Toby Thu, 26 Aug 2010 04:34:06 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1641 Hello Ohad, you mentioned the JAK inhibitor of INCY. Have you an opinion to the JAK inhibitor CYT398 of YM BioSciences? They say their data is consistent with INCY's 18424, has an improved selectivity and a favorable side effect profil. Regards Toby Hello Ohad,

you mentioned the JAK inhibitor of INCY. Have you an opinion to the JAK inhibitor CYT398 of YM BioSciences? They say their data is consistent with INCY’s 18424, has an improved selectivity and a favorable side effect profil.

Regards Toby

]]> Comment on Pfizer’s failure provides clarity for Arqule by Ohad Hammer http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1640 Ohad Hammer Thu, 26 Aug 2010 04:32:34 +0000 http://www.hammerstockblog.com/pfizer%e2%80%99s-failure-provides-clarity-for-arqule/#comment-1640 The fact ARQ 197 generated such an OS signal is even more impressive given the fact 40% of the control arm crossed over to receive the combination. btw, a handful of crossover patients achieved actual tumor shrinkage, which is also a nice indication.I doubt the p3 trial will allow patients to cross over. Ohad The fact ARQ 197 generated such an OS signal is even more impressive given the fact 40% of the control arm crossed over to receive the combination. btw, a handful of crossover patients achieved actual tumor shrinkage, which is also a nice indication.I doubt the p3 trial will allow patients to cross over.

Ohad

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