Comments on: Top picks for ASCO 2009 (Part II)

By: Jules

Jules — Sat, 27 Jun 2009 04:07:04 +0000

Hi Ohad,

I’m waiting for your next post on CRGN soon. Thanks.

By: Ohad Hammer

Ohad Hammer — Sun, 14 Jun 2009 10:06:31 +0000

Hi dsobek

If both companies develop antibodies for the same target and disease, they should be viewed as competitors. But I agree that the two platforms may generate products with different clinical profiles and as such will not necessarily be direct competitors.

ohad

By: Ohad Hammer

Ohad Hammer — Sun, 14 Jun 2009 10:02:05 +0000

Hi Mig

Unfortunately, I am not following any of th names you mentioned closely.

Ohad

By: Jules

Jules — Thu, 11 Jun 2009 21:23:00 +0000

Hi Ohad,

Okay, save the best for later,……

By: dsobek

dsobek — Thu, 11 Jun 2009 14:54:16 +0000

Ohad,

I’ve just started following MITI and have been buying on the recent weakness. I also have some SGEN. Now I may be wrong, but my thought is that these two technologies, while competing in many ways, can both be winners. In other words, it is not a zero sum competition between MITI and SGEN. Am I crazy in thinking that? Thanks.

By: Mig

Mig — Thu, 11 Jun 2009 14:52:50 +0000

Hi Ohad,
first of all I would like to say that your reading of tea leaves of clinical trial data is very impressive. Do you plan to cover AGEN BVTI and HGSI? Quite a lot of pumping recently (search for 2nd DNDN). I especially liked AGEN technology and the successful clinicals presented at their webpage. Recently AGEN successfully offered the stocks for well above the market price and reduced the debt significantly. There is also adjuvans bussiness. But market doesnt look to be really impressed beyond Pump&Dump. I am wondering why.
I would like to know your opinion on quality of clinical trial data for the first two of them because their are probably the key. Regards Mig

By: Ohad Hammer

Ohad Hammer — Thu, 11 Jun 2009 12:47:16 +0000

For that one you’ll have to wait till later this month

By: Jules

Jules — Thu, 11 Jun 2009 12:40:58 +0000

Hi Ohad,

I hope your next post is on CRGN… Thanks.

By: Ohad Hammer

Ohad Hammer — Thu, 11 Jun 2009 12:10:21 +0000

Hi Sammer

Sorry but I don’t follow them.
I hope to have the next post published this weekend

ohad

By: Sameer

Sameer — Thu, 11 Jun 2009 12:04:04 +0000

Hi Ohad
What do you think about ACAD?
waiting for ur next post
Regards
Sameer

By: Ohad Hammer

Ohad Hammer — Thu, 11 Jun 2009 07:44:19 +0000

Hi Alex

They have an intreresting compound. Quite a lot of data this ASCO. The combination with Xeloda looks promising.

ohad

By: Alex

Alex — Thu, 11 Jun 2009 05:51:31 +0000

Hello Ohad
Do you have any thoughts about KERX ?
Thanks
Alex

By: heymang

heymang — Wed, 10 Jun 2009 23:54:02 +0000

Was MITI just a pump and dump scheme with no real technology??

By: Ohad Hammer

Ohad Hammer — Tue, 09 Jun 2009 13:38:21 +0000

The data was very compelling. can’t explain the stock behavior.

ohad

By: heymang

heymang — Mon, 08 Jun 2009 20:45:39 +0000

Terrible price action on MITI…am I missing something?

By: Ohad Hammer

Ohad Hammer — Sun, 07 Jun 2009 05:26:20 +0000

So far, so good. response in 13 out of 16 patients is very encouraging.

By: Jay

Jay — Sat, 06 Jun 2009 19:37:22 +0000

Ohad,

MT103 result is outstanding. Thanks for detailed blog on MITI.

By: heymang

heymang — Sat, 06 Jun 2009 13:36:28 +0000

What do you think of the MITI update?? Looks promising

By: Ohad Hammer

Ohad Hammer — Sat, 06 Jun 2009 05:56:41 +0000

I will address the issue next week following a call with CRGN’s management.

By: Jules

Jules — Thu, 04 Jun 2009 21:54:38 +0000

Hi Ohad,

What now for CRGN post ASCO? Do you think CRGN shareholders should say YES to the CLDX merger thingy?