Comments for Hammer Stock Blog

Comment on A Busy Month for Immunogen (Part II) by sam

sam — Tue, 09 Mar 2010 20:36:16 +0000

ITMN just narrowly recieved a positive recommendation (FDA might request a new phase 3 trial).

EXEL is down more than 7% today after laying off 250 works/restructing.

Can you give a few names that you are considering to publish?

Thanks,
Sam

Comment on A Busy Month for Immunogen (Part II) by Ohad Hammer

Ohad Hammer — Sun, 07 Mar 2010 13:24:23 +0000

Thanks, Sam.
I’ll try to publish something in a couple of weeks time. Still haven’t decided what companies to write about, plenty to choose from…

Ohad

Comment on A Busy Month for Immunogen (Part II) by sam

sam — Thu, 04 Mar 2010 01:11:03 +0000

Hello Ohad,

Your articles are very interesting and enjoy reading them. Do you have any idea when you will write another article? What biotech company do you plan on writing about next?
Thanks

Comment on Biotech Portfolio Updates – Incyte by CRXX

CRXX — Wed, 03 Mar 2010 18:37:02 +0000

CRXX looks poised for a leap. It’s trading nicely today after the last couple weeks of flat volume.

Comment on A Busy Month for Immunogen (Part II) by Ohad Hammer

Ohad Hammer — Fri, 26 Feb 2010 15:32:08 +0000

pyramidhunt- Probably a result of lack of clarity regarding T-DM1’s near term fate. Turns out that despite the great results in 3rd line patients, approval is not a sure thing. I don’t know whether that’s because Roche wants to be on hte safe side or whether the FDA has become more stringent.

heymang - The design of the pivotal trial in ALL is a big positive surprise. Other than that, things are still looking good. I’d say that the only issue was the DLTs observed at the 90ug/m2 dose in the NHL study. It remains to be seen how high MT110 reaches, because it will probably need to reach a higher dose to have clinical activity in established solid tumors.

JR - I agree on all 4. Personally, bought more IMGN and ARQL. Plan to buy more EXEL .

Sam - See above.

Best,
Ohad

Comment on A Busy Month for Immunogen (Part II) by sam

sam — Thu, 25 Feb 2010 17:50:32 +0000

What biotechs do you believe have become much more attractive since the beginning of 2010?

Comment on A Busy Month for Immunogen (Part II) by Jolly Rancher

Jolly Rancher — Thu, 25 Feb 2010 02:34:39 +0000

Ohad, The biotechs have sold off nicely, esp. oncology. Time to buy? IMGN now at $6.50. EXCEL, ARQL, ARRY are also at more reasonable levels. Is it up from here to ASCO? What do you think of MELA. The company seems to have a very affordable device to effectively detect melanoma skin cancer — approval decision nears. Thanks. JR

Comment on A Busy Month for Immunogen (Part II) by heymang

heymang — Sat, 13 Feb 2010 13:44:50 +0000

Ohad,

big update out of MITI on the 10th, Do you have any thought on this recent investors day????

Thanks

heymang

Comment on A Busy Month for Immunogen (Part II) by pyramidhunt

pyramidhunt — Tue, 09 Feb 2010 01:19:51 +0000

I wonder why IMGN has dropped 20% year to date on little or no negative news?

How is the data on mdvn?

Comment on A Busy Month for Immunogen (Part II) by Ohad Hammer

Ohad Hammer — Mon, 11 Jan 2010 08:37:47 +0000

Thanks guys.

Unfortunately, I am swamped with work so I will probably have time to write again only next month or so.

Don’t know ADXS.

Ohad

Comment on A Busy Month for Immunogen (Part II) by denny

denny — Sun, 10 Jan 2010 07:44:57 +0000

Ohad,

What is you opinion of ADXS?

Comment on A Busy Month for Immunogen (Part II) by sam

sam — Sat, 09 Jan 2010 20:16:50 +0000

i look forward to it,too

Comment on A Busy Month for Immunogen (Part II) by denny

denny — Fri, 08 Jan 2010 17:23:23 +0000

hey ohad,

When is your next blog post coming up?

Thanks

Comment on Investing in microRNA - Beware of Hype, Follow The Money by Alda Ewbank

Alda Ewbank — Fri, 08 Jan 2010 01:04:04 +0000

You’ve made me think and helped me to be a better person. Jesus helps me everyday and I believe he brought me here just to read what you’ve written. Bless you.

Comment on A Busy Month for Immunogen (Part II) by sam

sam — Sat, 26 Dec 2009 22:32:03 +0000

Incyte is approaching $10 and I remember you said would face resistance at about $9 because of the convertible bonds and that incyte is not “cheap”. At what price point would you consider Incyte fairly valued?

Comment on A Busy Month for Immunogen (Part II) by Ohad Hammer

Ohad Hammer — Tue, 15 Dec 2009 16:02:54 +0000

Thanks for posting this, biotech_fan. I still don’t get it but will look into it.

Comment on A Busy Month for Immunogen (Part II) by Ohad Hammer

Ohad Hammer — Tue, 15 Dec 2009 16:01:55 +0000

Hi Toby,

I agree, this is one of the most promising antibodies in development, although I would like to see a sample size larger than 7…
There are signs of preferential activity in a predefined patient population, which is exactly what everyone is looking for.

ohad

Comment on A Busy Month for Immunogen (Part II) by biotech_fan

biotech_fan — Tue, 15 Dec 2009 06:54:50 +0000

http://www.micromet.de/en/news/archiv_this.php?id=213

i know what u mean about xolair not being a good target, but the link above shows where i got the idea from. thinking about bite-xolair, i’d say that maybe the t-cells can kill the e25 ligand. just a thought.

Comment on A Busy Month for Immunogen (Part II) by Toby

Toby — Mon, 14 Dec 2009 17:45:16 +0000

Hello Ohad,

have you an opinion about the new press release (Dec. 13) from CLDX about CDX-011?

The results with patients and whose tumors expressed GPNMB are very encouraging.

Regards
Toby

Comment on A Busy Month for Immunogen (Part II) by Ohad Hammer

Ohad Hammer — Sat, 12 Dec 2009 02:12:21 +0000

Hi Toby,

SGN-35 is SGEN’s main asset indeed and its safety profile looks pretty good. The safety issues you describe do not look like a show stopper, especially given the challenging patient population.

ohad