CandideV007 wrote: Good for you. And congrats for making dollars out of that drug. I always love it when doctors try to use their job to impress others... even people who actually CAN runderstand scientific articles. ;-)
Seriously, if you read my post, you will notice that I back them with facts that can be veryfied by anyone. You will also notice that I am willing to admit my mistakes if I make mistakes, but one would need to provide the information in the first place... not rely on what he claims to be to impress. I remember someone here - you? - claiming to be a doctor and stating that he was aware of the results of his patients going through a clinical study. I understand that the doctor is aware of basic informations (blood pressure, etc)... but ethicaly, and mostly according to Sant Canada and FDA standards, he shouldn't be. Blood samples, for instance, are sent to be analyzed elsewhere... and pharma people will come to the clinic to gather and analyze the remaining paperforms that were filled by the nurses and doctors. But that's it.
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That said, I've never said that Ibalizumab was going to fail, au contraire. I invest in this stock because I think I can still make more money out of it, not to pump them. Ibalizumab will receive approval. And that's when I'll sell only because I am not knowledgeable enough to understand what will happen afterwards. I limit my investments to the facts that I can gather and to my experience of the market.
Take a look at C-Series experience for instance.... you can build the best airplane (by far) in its category, but if your competitors trap you with commercial limitations, your innovation doesn't translate into $ in your pocket. I always have that in mind because that's what happen with Pennsaid approval VS Voltaren years ago (in that case, both products were the same... but NRI managed to see its approval delayed... and then received label limitations. Voltaren became THE drug sold for joint pains despite the fact that both were exactly the same drug (diclofenac) sold as a emulsive gel.
So that's it btw, let's both stick to FACTS, and everyone will be winners here.
bfw wrote: CandideV007 wrote: I actually find this to be a VERY GOOD NEWS that Thera had mostly patients with MDR class 2 in its study. What I don't understand is how Viiv could recruit that number of relatively rare patients while Thera had more to offer. That's the question that I ask.
If you can't make the difference between what is positive and a negative, maybe you should consider investing in stocks you understand.
bfw wrote: CandideV007 wrote: FredTheVoice wrote:
Good morning,
Reading your posts since very long time, at this point, dont you think theres way to much energy on that other possible, maybe......whatever molecule.............
My point is: there are so many question with TH and TAIMED to be adressed right now (and near present) : 1. lets say approval in november: what does that two months BEFORE THE OFFICIAL DATE means for the businness (earnings-canada - U.S....also all the reactions of groups wanting to invest with TH regarding FDA decision and possibly as a STARTING POINT or on an other hand ACCUMULATING process) and 2. what kind of acceleration does it mean for EUROPE - 3. and regarding affairs with TAIMED, that success could mean a very important closeness...
Let go with For.......tem.......
Have a good day.
1. The two drugs target the same interaction (GP120-CD4), which represents a new class of anti-HIV drugs
2. This drug is lead by Viiv, which is basicaly a sub company of multiple pharmas, GSK owning over 75 % of it, and Pfizer 15 %.
3. Ibalizumab is a monoclonal Antibody that will be sold for big $$$ because producing it cost a lot of money. Fostemsavir is a chemical drug, a molecule that can be synthesized for little $.
4. The good news is that Ibalizumab not only has a potential of 2 years of commercialization ahead of it, but it seems also to have the best efficiency/side effect ratio compared to Fostemsavir.
That said, to me, the label is the important news. Will this drug ba available to MDR patients resistant to 2 categories of anti-HIV medication, or limited to patients who are resistant to 3 or 4? Right now, Fostemsavir is being tested only on pati
ents resistant to class 4 drugs. And they managed to recruit 371 of them while Thera/Taimed tested 11:
- 16 of them were resistant to at least 3 drug classes
- 9 to 4 drug classes
- 2 to ALL the drug classes known at this point
(https://idsa.confex.com/idsa/2017/webprogram/Paper66828.html) I personnaly wonder how many patients Thera/Taimed managed to recruit on their second phase III study considering that Viiv had no problem recruiting 371 patients resistant to 4 classes of anti-HIV drugs.
371 enrolled patients had documented resistance, intolerability, and/or contraindication to all antiretroviral (ARV) agents in at least four of the six available ARV classes. So, I wonder what percentage of that patient population had true resistance.
I would wager that a significant proportion had intolerability.
As per usual, you put a negative slant on everything.
You should consider just going long....
bfw
Clearly you don’t understand my remark. Perhaps if I wrote it in another langauage? The one that makes your name pure irony? ;)
Well I added from 30 cents on up and then a ton at $1.60-2 after the Ibalizumab deal.
I actually treat some of these patients and speak to their primary ID docs all the time.
You on the other hand seem destined to lose a short bet or unable to shake shares loose for your master :)
bfw