Comments on: The winner of ASCO 2010 - BMS http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/ Biotech stock reviews Sat, 19 May 2012 10:41:12 +0000 http://wordpress.org/?v=2.3.1 By: Ohad Hammer http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1548 Ohad Hammer Fri, 23 Jul 2010 20:52:48 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1548 I couldn't find anything negative in ARQL's data at ASCO, but maybe I am missing something. 197 is one of few compounds to enter phase III with good signal from a randomized controlled study.The current price does look like good value for money. ohad I couldn’t find anything negative in ARQL’s data at ASCO, but maybe I am missing something. 197 is one of few compounds to enter phase III with good signal from a randomized controlled study.The current price does look like good value for money.

ohad

]]> By: Jolly Rancher http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1540 Jolly Rancher Mon, 19 Jul 2010 15:46:41 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1540 Hi Ohad, I picked up some ARQL shares today under $4, having sold at $7. See my last post on one of your previous blog entries. Your posts are quite relevant because by outlining all of the positives and negatives of some of these biotechs, you provide a basis for trading. Understanding the ASCO effect also helps. ARQL looks like a winner from here. Also, check out CHTP -- not a cancer play, but may be of interest. Best of luck. JR Hi Ohad, I picked up some ARQL shares today under $4, having sold at $7. See my last post on one of your previous blog entries. Your posts are quite relevant because by outlining all of the positives and negatives of some of these biotechs, you provide a basis for trading. Understanding the ASCO effect also helps. ARQL looks like a winner from here. Also, check out CHTP — not a cancer play, but may be of interest.

Best of luck.
JR

]]> By: JaneQ http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1524 JaneQ Mon, 05 Jul 2010 23:44:48 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1524 They had a poster at ASCO this year. Info about them can be found at www.pvct.com. Results to date have been impressive, but seems to be a lot of skepticism in the medical community about the science. They will exhibit at the Melanoma conference this November in Sydney (also a sponsor). They do fly (intentionally, I think) below the radar...a very low key company(only 4 employees), but they have accomplished a lot in the past few years with completed P2 trials in melanoma and dermatitis, P1 in breast cancer and a P1 in liver cancer currently underway. They had a poster at ASCO this year. Info about them can be found at www.pvct.com. Results to date have been impressive, but seems to be a lot of skepticism in the medical community about the science. They will exhibit at the Melanoma conference this November in Sydney (also a sponsor). They do fly (intentionally, I think) below the radar…a very low key company(only 4 employees), but they have accomplished a lot in the past few years with completed P2 trials in melanoma and dermatitis, P1 in breast cancer and a P1 in liver cancer currently underway.

]]> By: Ohad Hammer http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1523 Ohad Hammer Mon, 05 Jul 2010 20:11:10 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1523 not familiar with it, sorry. Ohad not familiar with it, sorry.

Ohad

]]> By: JaneQ http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1522 JaneQ Mon, 05 Jul 2010 18:53:18 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1522 Mr. Hammer, Any opinion on Provectus PV-10, trial for melanoma? Thanks Mr. Hammer,

Any opinion on Provectus PV-10, trial for melanoma? Thanks

]]> By: sam http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1520 sam Sun, 04 Jul 2010 19:08:41 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1520 Thanks for the idea....problem is vicl has drugs partnered with more than one company and doesnt have any approved drugs yet. I know a discovery platform is important, however, I dont how to analyze which company's is better than the other. Thanks again. Thanks for the idea….problem is vicl has drugs partnered with more than one company and doesnt have any approved drugs yet. I know a discovery platform is important, however, I dont how to analyze which company’s is better than the other. Thanks again.

]]> By: dsobek http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1519 dsobek Sun, 04 Jul 2010 17:18:53 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1519 Sam, Have you looked at Vical (VICL)? Not sure if it fits your discovery platform but I think it comes pretty close to all of your criteria. Sam,

Have you looked at Vical (VICL)? Not sure if it fits your discovery platform but I think it comes pretty close to all of your criteria.

]]> By: sam http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1517 sam Sat, 03 Jul 2010 19:29:18 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1517 Do you know of any other biotech that shares the characteristics of abax: a discovery platform, approved drug, and seeking addiitional indications for that drug in trials that are in late phse 2 trials? I have been trying to search for some small to mid cap biotechs that fit that criteriaa but couldnt find one that met all 3 charaterstics yet. Do you know of any other biotech that shares the characteristics of abax: a discovery platform, approved drug, and seeking addiitional indications for that drug in trials that are in late phse 2 trials?

I have been trying to search for some small to mid cap biotechs that fit that criteriaa but couldnt find one that met all 3 charaterstics yet.

]]> By: Ohad Hammer http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1516 Ohad Hammer Sat, 03 Jul 2010 17:50:07 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1516 dsobek, it's hard to say. To me it seems that they got a nice boost from the MEDX acquisition but i m not that initimately familiar with their pipeline. sam, I will answer that in the next post. ARQL definitely got hit even though i couldn't see anything that could justify that. Ohad dsobek, it’s hard to say. To me it seems that they got a nice boost from the MEDX acquisition but i m not that initimately familiar with their pipeline.

sam, I will answer that in the next post. ARQL definitely got hit even though i couldn’t see anything that could justify that.

Ohad

]]> By: sam http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1514 sam Fri, 02 Jul 2010 21:23:11 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1514 I guess arql has been disappointing at asco and its stock price suffered a bit. What small cap biotechs do you think was a surprise hit at asco? thanks I guess arql has been disappointing at asco and its stock price suffered a bit. What small cap biotechs do you think was a surprise hit at asco?

thanks

]]> By: dsobek http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1513 dsobek Fri, 02 Jul 2010 18:36:47 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1513 I've been buying a little BMY recently and I am tempted to buy more aggresively but I worry about waking up one day and seeing BMY making a large purchase. With their sucess at ASCO, do you think BMY is more comfortable with the potential patent cliff or do they need to make one more major purchase? Thanks. I’ve been buying a little BMY recently and I am tempted to buy more aggresively but I worry about waking up one day and seeing BMY making a large purchase. With their sucess at ASCO, do you think BMY is more comfortable with the potential patent cliff or do they need to make one more major purchase? Thanks.

]]> By: Ohad Hammer http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1512 Ohad Hammer Fri, 02 Jul 2010 12:17:12 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1512 you're right, but both have immune related side effects. I just hope the toxicities won't be synergistic... you’re right, but both have immune related side effects. I just hope the toxicities won’t be synergistic…

]]> By: kenny http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1511 kenny Fri, 02 Jul 2010 10:53:37 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1511 So far the safety profile on PD1 has been pretty benign compared to CTLA4! So far the safety profile on PD1 has been pretty benign compared to CTLA4!

]]> By: Ohad Hammer http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1508 Ohad Hammer Thu, 01 Jul 2010 23:07:37 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1508 That's a very interesting combo, although I am not sure about the safety profile... Ohad That’s a very interesting combo, although I am not sure about the safety profile…

Ohad

]]> By: kenny http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1507 kenny Thu, 01 Jul 2010 16:43:14 +0000 http://www.hammerstockblog.com/the-winner-of-asco-2010-bms/#comment-1507 BMY/ONO is conducting a trial using PD1 and CTLA4 together. In preclinical studies the combo was far superior to either agent alone! BMY/ONO is conducting a trial using PD1 and CTLA4 together. In preclinical studies the combo was far superior to either agent alone!

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