Comments on: Micromet unveils another fast route to market, marks Pfizer as lead competitor

By: Ohad Hammer

Ohad Hammer — Sat, 05 Nov 2011 05:52:03 +0000

Sam, the disappointing part was pushing the deal for ganetespib to next year. The good news were the biomarkers for breast cancer.

Chris, see what I just posted.

Ohad

By: Chris

Chris — Fri, 04 Nov 2011 15:04:38 +0000

Hi Ohad,
In your opinion is EXEL a buy now?
Thanks
Chris

By: sam

sam — Fri, 04 Nov 2011 01:15:27 +0000

Synta conference call was disappointing…not much information about partnership.

By: Ohad Hammer

Ohad Hammer — Tue, 01 Nov 2011 13:55:28 +0000

I am not sure the two cases are comparable. Exelixis went after something very unique with their SPA. Will try to post something on Sunday.

Ohad

By: provocateur

provocateur — Tue, 01 Nov 2011 12:07:16 +0000

Hi Ohad

I thought the FDA was not fair when you compare OGXI (Oncogenex) and EXEL(Exelexis) where one has a SPA and one does not wrt pain and OS.Is it sort of the norm, Ohad?What can a company do in these cases when its so blatant the differences are in the FDA Responses?

By: Ohad Hammer

Ohad Hammer — Tue, 01 Nov 2011 07:53:28 +0000

Will try to publish something this sunday, providing I’ll have time on the flight to ACR….

Ohad

By: Chris

Chris — Tue, 01 Nov 2011 07:23:31 +0000

Hi Ohad,
What’s your opinion on EXEL following the plunge last night?
Thanks,
Chris

By: provocateur

provocateur — Mon, 24 Oct 2011 11:50:37 +0000

33_ BIO
I will add my 2 cents for whatever is worth.
I am in the industry so I have some knowledge to judge companies.
The best way to learn is to go through the presentations which is under’ Investor relations’ or ‘Events’ or ‘Webcasts and Conferences’ or some such thing on the company website.Also read the 10K and 8K and any other filing the company does..
The terms you don’t understand, look it up on wiki(its an awsome source).Ohad’s blog and links through it are very helpful as I find them go ‘into the data’ rather than just stating it.And as with anything, interest and ‘keeping at it’ works wonders!
Good luck and remember the only rule in investing.
DONT LOSE MONEY AND YOU DONT MAKE MONEY UNLESS YOU SELL.

By: 33_BIO

33_BIO — Thu, 20 Oct 2011 22:01:31 +0000

Hey Mr. Hammer,
Thanks for your answer.

Arthur

By: Ohad Hammer

Ohad Hammer — Thu, 20 Oct 2011 19:26:22 +0000

Heymang,

I have a feeling they would rather wait until they have pivotal data or even after approval, potentially in 2013. They certainly have the resources to reach these events independently.

33_BIO,
Generally, I rely on multiple data sources including company reports and academic papers. Sorry, but I am not familiar with relevant text books but I am sure there are some out there.

Ohad

By: 33_BIO

33_BIO — Thu, 20 Oct 2011 16:58:56 +0000

Hi Mr. Hammer,
I am curious what is your usual decision process for buy/not buy. Do you consider just the company reports? Or do you also read academic papers to support your decision?

If you don’t mind, would you also point me to couple of text book to read as well? I have some rudimentary high school biology in me but I certainly want to go beyond that.

33_BIO

By: heymang

heymang — Wed, 19 Oct 2011 15:08:43 +0000

Do you think this news will lead them to partner 103 in the US or do you think they dilute??

By: Ohad Hammer

Ohad Hammer — Mon, 17 Oct 2011 13:28:41 +0000

I don’t think orphan status would have any impact. It is often miused by co’s for pr sake withoyt real substance. In ALL MITI has tge substance- it really helps people bereft of good alternatives and that is all the fda should care about.
They have been very slow in NHL, i’ll give u that, but in retrospect they made the right decision imo.

Ohad

By: provocateur

provocateur — Mon, 17 Oct 2011 13:17:59 +0000

I am still diappointed with MITI because they have been really slow in their results as well as decisions.A single arm study
does not bode well because I was hoping for an Orphan drug
designation which they have from EMEA.As an investor it will mitigate the risk for such a complicated trial where there are multiple options but not a single good one.Have they removed the risk perception or are they still inching along…ur opinion, Ohad?

By: Milberg

Milberg — Sun, 16 Oct 2011 21:08:03 +0000

“In the event that initial results generated from the global Phase 2 trial are compelling, we plan to discuss with the FDA potential avenues to accelerate blinatumomab’s path to market.” said Jan Fagerberg, M.D., Ph.D., Micromet’s Senior Vice President and Chief Medical Officer.