Comments on: Curagen – Positive Results at ASCO 2009 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/ Biotech stock reviews Tue, 07 Sep 2010 01:41:47 +0000 http://wordpress.org/?v=2.3.1 By: Ohad Hammer http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-1049 Ohad Hammer Sun, 20 Sep 2009 06:29:22 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-1049 Based on the title of the abstract, there are still no signs of efficacy, which is not surprising. In order to remain on track, MT110 must have a good safety profile that will enable dose escalation to therapeutic levels. I liked OSI' new IGF1R inhibitor. Looks like they are the first to suceed with that target, probably have a better chance than all the antibodies in the clinic against the same target. However I am not too optimistic on Tarceva's ability to grow, following the recent data at ASCO as a maintenance therapy. I don'e have a concrete opinion on ONTY. ohad Based on the title of the abstract, there are still no signs of efficacy, which is not surprising. In order to remain on track, MT110 must have a good safety profile that will enable dose escalation to therapeutic levels.

I liked OSI’ new IGF1R inhibitor. Looks like they are the first to suceed with that target, probably have a better chance than all the antibodies in the clinic against the same target. However I am not too optimistic on Tarceva’s ability to grow, following the recent data at ASCO as a maintenance therapy.

I don’e have a concrete opinion on ONTY.

ohad

]]> By: RICH http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-1048 RICH Fri, 18 Sep 2009 18:22:42 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-1048 HELLO OHAD How are you ? I wonder how you feel the news will be about MITI on the 22nd, and if you can give any info on ONTY and OSIP THANKS RICH HELLO OHAD
How are you ?
I wonder how you feel the news will be about MITI on the 22nd, and if you can give any info on ONTY and OSIP
THANKS

RICH

]]> By: Ohad Hammer http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-918 Ohad Hammer Sun, 02 Aug 2009 04:09:55 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-918 Sorry denny, I don't follow NPSP. Regarding the MITI rumor, I also heard that but I have no confitrmation. If MITI manages to get full rights to blinatumomab, it will put it in a very attractive position. The $6M figure sounds rather low, though. ohad Sorry denny, I don’t follow NPSP.

Regarding the MITI rumor, I also heard that but I have no confitrmation. If MITI manages to get full rights to blinatumomab, it will put it in a very attractive position. The $6M figure sounds rather low, though.

ohad

]]> By: jason http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-912 jason Fri, 31 Jul 2009 12:55:03 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-912 Did you see that MITI rumored to buy full rights for blinatumomab for 6 Million, what is going on? Did you see that MITI rumored to buy full rights for blinatumomab for 6 Million, what is going on?

]]> By: denny http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-904 denny Tue, 28 Jul 2009 21:56:40 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-904 Ohad, What do you think about NPSP? They have 2 drugs in phase 3: GATTEX™ (teduglutide), NPSP558 (parathyroid hormone 1-84 [rDNA origin] injection) Thanks Ohad,

What do you think about NPSP? They have 2 drugs in phase 3: GATTEX™ (teduglutide), NPSP558 (parathyroid hormone 1-84 [rDNA origin] injection)

Thanks

]]> By: Ohad Hammer http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-897 Ohad Hammer Sun, 26 Jul 2009 17:03:53 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-897 INCY owns 100% of a potential blockbuster with a very high likelihood of approval. At $550M, it isn't cheap but not too expensive either. The only issue is the debt. Sorry, I don't follow YMI ohad INCY owns 100% of a potential blockbuster with a very high likelihood of approval. At $550M, it isn’t cheap but not too expensive either. The only issue is the debt.

Sorry, I don’t follow YMI

ohad

]]> By: Jules http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-896 Jules Sun, 26 Jul 2009 13:09:32 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-896 Hi Ohad, Do you have any thoughts about YMI ? Regards, Jules Hi Ohad,
Do you have any thoughts about YMI ?
Regards,
Jules

]]> By: sam http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-885 sam Thu, 23 Jul 2009 18:12:33 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-885 incyte is up more than 15 percent today. What do you believe is a good entry point? How much would you value its pipeline? incyte is up more than 15 percent today.
What do you believe is a good entry point?
How much would you value its pipeline?

]]> By: Ohad Hammer http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-880 Ohad Hammer Wed, 22 Jul 2009 12:24:52 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-880 I agree with you re the SPA itself, which was expected. In my opinion, INCY has a very high chances of meeting the study's endpoints. Prior valuation is irrelevant. I agree with you re the SPA itself, which was expected.
In my opinion, INCY has a very high chances of meeting the study’s endpoints.

Prior valuation is irrelevant.

]]> By: sam http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-879 sam Wed, 22 Jul 2009 08:41:12 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-879 I own a small stake in incyte but why such a big deal that incyte and fda agree on the drug trial design? It is not like they produced positive results from phase 3 trials. Also, what scares me is that incyte was once over a 140 per and has lost more than 95 percent from that high. I own a small stake in incyte but why such a big deal that incyte and fda agree on the drug trial design?

It is not like they produced positive results from phase 3 trials.

Also, what scares me is that incyte was once over a 140 per and has lost more than 95 percent from that high.

]]> By: Ohad Hammer http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-878 Ohad Hammer Wed, 22 Jul 2009 05:18:28 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-878 Actually I am. Will try to find a better entry point than the current price, though. ohad Actually I am. Will try to find a better entry point than the current price, though.

ohad

]]> By: denny http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-877 denny Tue, 21 Jul 2009 18:09:55 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-877 ohad, what is your opinion on INCY? Are you writing any article on INCY ohad,

what is your opinion on INCY? Are you writing any article on INCY

]]> By: Ohad Hammer http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-871 Ohad Hammer Tue, 14 Jul 2009 11:28:52 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-871 because I work for Pontifax, which is a large shareholder of Protalix. because I work for Pontifax, which is a large shareholder of Protalix.

]]> By: bio boy http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-870 bio boy Tue, 14 Jul 2009 11:08:49 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-870 Ohad Hi What is your current opinion on GENZ and it's manufacturing troubles , and what do you think of it's potential competitor for Gauche disease , Protalix. Thanks. Can't you comment on this , why ? Ohad
Hi
What is your current opinion on GENZ and it’s manufacturing troubles , and what do you think of it’s potential competitor for Gauche disease , Protalix.
Thanks.

Can’t you comment on this , why ?

]]> By: Ohad Hammer http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-862 Ohad Hammer Thu, 09 Jul 2009 11:04:10 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-862 Sorry, don't follow CYCC. The ARRY news is negative but it's only one of many assets. ohad Sorry, don’t follow CYCC.

The ARRY news is negative but it’s only one of many assets.

ohad

]]> By: Alex http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-861 Alex Thu, 09 Jul 2009 06:36:28 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-861 Hello Ohad what your opinion on the recent ARRY news http://phx.corporate-ir.net/phoenix.zhtml?c=123810&p=irol-newsArticle&ID=1305781 Thanks Alex Hello Ohad
what your opinion on the recent ARRY news
http://phx.corporate-ir.net/phoenix.zhtml?c=123810&p=irol-newsArticle&ID=1305781

Thanks
Alex

]]> By: heymang http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-860 heymang Wed, 08 Jul 2009 20:48:50 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-860 Ohad, Love your work on MITI. What do you think of CYCC or do you follow it?? Ohad,

Love your work on MITI. What do you think of CYCC or do you follow it??

]]> By: Ohad Hammer http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-859 Ohad Hammer Wed, 08 Jul 2009 05:11:02 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-859 Hi Sam It's hard to pick one or two stocks. In a risky field like biotech, I would spread that across several companies. There is one company we are seriously considering at the moment, we might add it during the coming weeks. I hope the R788 data are as good as TASKi 1, but large trials tend to be less positive than smaller ones. ohad Hi Sam

It’s hard to pick one or two stocks. In a risky field like biotech, I would spread that across several companies.
There is one company we are seriously considering at the moment, we might add it during the coming weeks.

I hope the R788 data are as good as TASKi 1, but large trials tend to be less positive than smaller ones.

ohad

]]> By: Anthony http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-857 Anthony Tue, 07 Jul 2009 21:15:49 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-857 so what are thoughts about RIGL and R788 heading into the impending announcement of their TASKi 2-3 studies so what are thoughts about RIGL and R788 heading into the impending announcement of their TASKi 2-3 studies

]]> By: sam http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-855 sam Tue, 07 Jul 2009 14:58:09 +0000 http://www.hammerstockblog.com/curagen-%e2%80%93-positive-results-at-asco-2009/#comment-855 Hi Ohad, What new money do you think we should add to in your biotech portfolio? When do you plan on having a new recommendation? Hi Ohad,

What new money do you think we should add to in your biotech portfolio?
When do you plan on having a new recommendation?

]]>