快要 飞的 《药股》 讨论区

jochen

昨天 ARNA  开市 到 半途  猛飚！！！
相信 有看过药股 狂飙 或 狂泻 的人 都知道  药股 的 爆发力（boom） 和 爆炸力 （burst）
来这里 开个  药股 讨论区。。。

切磋切磋。。。。分享。。。。。

什么 快飞的  或许 来个 讨论。。。
不管赚或亏。。。。或许 不久的 将来 可以来个  网聚。。。

不过 先声名。。。我的 空档 时间 不多。。。。（耍大牌 ）。。

[ 本帖最后由 jochen 于 19-9-2009 10:01 PM 编辑 ]

jochen

SPPI -
*fusilev  听说 10月头   （  oct 2009)

http://www.streetinsider.com/FDA/Spectrum+Pharmaceuticals+(SPPI)+Said+FDA+Accepted+FUSILEV+sNDA+For+Colorectal+Cancer/4514168.html


CTIC
*pixantrone  (april 2010)
*opaxio (sept/oct 2009)


CVM - 很多人 看到的股


ARIA  这个月 尾？

小鋒

GNBT旗下的疫苗培植技术，个人觉得会是另一项创举。
传统的疫苗培植法是利用鸡蛋，耗时且产量不多，像是应付这次H1N1流感就更凸显疫苗产量不足的问题。
虽然这只是在研究阶段，但如果成功的话前途无可限量，就算不是H1N1，也足以傲人，因为这将改变传统疫苗培植的模式。
不过GNBT这么多产品都没有一个赚钱，真的无言啊～

葉芬

VICL

4.37 +0.08 (1.86%)
After Hours: 4.40 +0.03 (0.69%)
Sep 18, 7:41PM EDT
NASDAQ real-time data - Disclaimer


就等這21號的Conference。。。

Sep 21, 2009
UBS Global Life Sciences Conference - 9:30AM EDT

tankangkai

"快要 飞的 《药股》 讨论区"
我的医药股伤我最深！

葉芬

可以參考下。。。


CEL-SCI Corp. (CVM) Support & Resistance Levels - 9/21/09

Resistance Levels - $1.78, $1.83

Support Levels - $1.60, $1.45, $1.35





CEL-SCI Corp. (CVM) soared on Friday after the CEO stated their H1N1 drug could be big.
CVM has solid support at $1.45-$1.50 with resistance around $1.60. Keep an eye on the 3 year high at $1.84 which was made last week. A break above $1.84 could take CVM up to test $2+

A close below $1.35 at any time would be bearish and I'd be a seller.



CVM 又有好消息。。。。


Cel-Sci to begin H1N1 treatment trial                                                                                        Posted by Rita Isaac | 20 September 2009, 1:16 pm
                       
                                                       
Asconsumers anxiously await availability of an H1N1 vaccine, oneWashington-area biotech is moving forward with trials of a treatmentfor the disease.

Vienna-based Cel-Sci Corp. (NYSE Amex: CVM) announced Wednesday thatthe Food and Drug Administration has indicated that the company canproceed with its first clinical trial to evaluate the effect of itsinvestigational H1N1 treatment on the white blood cells of hospitalizedpatients. Cel-Sci said that initiation of the study is subject toinstitutional review board review and approval.

Cel-Sci said that as it ramps up this first study it is alreadymaking preparations for a next-stage trial and putting together arequested follow-up regulatory filing with extensive additional datafor the FDA. The company said that it anticipated extensive discussionswith the FDA regarding the proposed LEAPS-H1N1 clinical-developmentprogram based upon this future filing.

LEAPS technology is a novel T-cell modulation platform technologythat enables Cel-Sci to design and synthesize, non-recombinantly,proprietary immunogens. The LEAPS technology combines a small peptidethat activates the immune system with a small peptide from adisease-related protein, such as the H1N1 hemagglutinin molecule, tomake an investigational product that induces defined immune responses.

“Cel-Sci recognizes the importance of not only developing, butextensively testing an intervention that has the potential to treatpandemic flu,” said Cerl-Sci CEO Geert Kersten. “As we prepare toinitiate our first study, Cel-Sci expects to work closely with the FDAand experts in the field in developing the necessary data andappropriate protocols to ensure that we rigorously meet the FDAregulatory requirements,” Kersten said.

- by Tucker Echols | Washington Business Journal

[ 本帖最后由 葉芬 于 21-9-2009 06:36 PM 编辑 ]

葉芬

By Morningstar, September 17

XenoPort, Inc. XNPT [Nasdaq]
Positive Results for XenoPort Drug

Morningstar Rating: 3Stars ***
Last Price: $24.22
Fair Value: $28.00
Consider Buy: $11.20
Consider Sell: $70.00

XenoPort announced positive results Thursday from a Phase IIb clinical trial for XP13512 for neuropathic pain associated with post-herpetic neuralgia. The drug candidate was successful in demonstrating statistically significant results over placebo at all dosing levels, and we plan to slightly raise our fair value estimate in the wake of this news.

The 14-week, double-blind trial evaluated the safety and efficacy of XP13512 and had a total enrollment of 375 subjects with PHN who experienced pain following the healing of the herpes zoster (shingles) skin rash for at least three months. XP13512 was statistically significant on the primary endpoint of the trial, which was improvement from baseline in the 24-hour average pain intensity score. We think this is great news for XenoPort, which experienced a setback with XP13512 in April, when the drug failed a Phase II study for pain associated with diabetes. XenoPort has partnered with GlaxoSmithKline on the drug, which is still on track for final approval from the Food and Drug Administration for restless leg syndrome, having met all primary goals in its Phase III trials.

葉芬

By Morningstar, September 14

Theravance, Inc. THRX [Nasdaq]
FDA Approves Theravance's Vibativ

Morningstar Rating: 3Stars ***
Last Price: $16.80
Fair Value: $16.00
Consider Buy: $6.40
Consider Sell: $40.00

Theravance has announced the approval of Vibativ (formerly referred to as Telavancin) for complicated skin and skin structure infections, and as a result, we plan to raise our fair value estimate moderately. The firm and its partner Astellas plan to launch the drug in the fourth quarter, with Theravance booking its first revenue from the drug in 2010 and a $20 million milestone from Astellas over time. The approval helps boost our confidence in the firm's focus on multivalency technology. However, Vibativ will face some tough competition when it hits the market. Both Cubist's Cubicin and Pfizer's Zyvox treat complicated skin infections and boast Food and Drug Administration approval for other indications. We think Vibativ will need to be priced competitively to gain a share of the market. Safety fears may also initially deter physicians from choosing Vibativ versus a product with a relatively cleaner label. The drug has warnings against use in pregnant women and renally impaired patients and the firm has implemented a risk management program to prevent use amongst the patient subsets. Looking ahead, Theravance may need to prepare itself for an FDA advisory panel for the hospital-acquired pneumonia indication of Vibativ. We believe this additional indication will help the drug compete against agents such as Zyvox, and we will closely monitor how the approval process proceeds.

葉芬

By Morningstar, September 15

Lexicon Pharmaceuticals, Inc. LXRX [Nasdaq]
Lexicon Advances Its Diabetes Drug into Phase II

Morningstar Rating: 4Stars ****
Last Price: $2.36
Fair Value: $4.00
Consider Buy: $1.60
Consider Sell: $10.00

Lexicon Pharmaceuticals pushed yet another drug candidate, LX4211 for diabetes, into a Phase II clinical trial, and the company now has four drug candidates at this midstage level of the clinical development process. We're increasing our fair value estimate to account for this development as well as a lesser effect of dilution from future equity raises given the stock's positive reaction. We still believe the company will need to find a partner to guide it through expensive late-stage trials, but its fairly strong product pipeline, further bolstered by the successful LX4211 Phase I trial, should make this task easier.

葉芬

By Morningstar, September 18

Simcere Pharmaceutical Group SCR [NYSE]
Simcere's Generics Unit Gets Boost

Morningstar Rating: 4Stars ****
Last Price: $7.96
Fair Value: $13.00
Consider Buy: $6.50
Consider Sell: $26.00

We're keeping our fair value estimate intact after Simcere Pharmaceutical's announcement that 42 of its generic drugs have been included in China's Essential Drug List. The list consists of medications that will be given priority for basic health care and are included in the National Medical Insurance Catalog. Although drugs listed in the catalog are generally reimbursed at a higher rate than noncovered drugs, there is always the risk that they will be subject to mandatory price cuts. Nonetheless, we think this development will provide additional tail winds for Simcere as more and more Chinese patients gain access to insurance coverage. Although Simcere is primarily focused on the development of first-to-market and innovative drugs, we view its generics business as a stable source of cash flows and would consider raising our fair value estimate if we see evidence that generics sales will outpace our already-optimistic growth assumptions.

葉芬

By Morningstar, September 17

Arena Pharmaceuticals, Inc. ARNA [Nasdaq]
Arena's Drug Shows Adequate Efficacy

Fair Value: $2.50
Consider Buy: $1.00
Consider Sell: $6.30

Arena Pharmaceuticals reported statistically significant data and good safety results for its second Phase III study for its weight-loss drug lorcaserin, but we have a mixed opinion on its weight-loss efficacy. At first glance, we will hold on to our fair value estimate.

Arena's second phase III study, Blossom, studied obese patients taking 10 milligrams of lorcaserin once and twice daily for one year, including patients with pre-existing valvulopathy that the first Phase III Bloom study excluded. Even with this riskier patient pool, lorcaserin boasted a good safety profile. Data showed no increased risk of valvulopathy (one of the risks with notorious weight-loss drug fen-phen), with once-daily rates similar to that of placebo. The most common adverse event was respiratory infection. However, we think the drug's efficacy profile is a mixed bag. Lorcaserin continues to meet the categorical Food and Drug Administration benchmark of greater than 35% of patients losing at least 5% of weight, which should be double the rate of the placebo group and also statistically significant. In the twice-daily group, 47% of patients met this mark versus 25% of placebo patients, and in the once-daily group, 40% of patients met this mark. In the per protocol group, which only included the results of patients who fully completed the study, 63% of patients met this mark versus 35% in the placebo group for twice-daily dosage. We think this portion of the data highlights the benefit of taking lorcaserin and may give the FDA sufficient efficacy data to approve the drug.

We continue to worry about the average weight-loss benchmark, though. Patients taking lorcaserin twice daily experienced only a 3.1% placebo adjusted weight loss. In the per protocol group, this figure came out to a slightly higher 4%. Both these numbers fall under the 5% benchmark from the FDA. While meeting only the categorical benchmark may be sufficient for approval, we worry that this portion of the data may damp physicians' view of the risk/benefit profile of the drug. We continue to believe that even if lorcaserin gets approved, it may have a lukewarm commercial reception. With competition expected from rival obesity drugs like Vivus' Qnexa, which has demonstrated better efficacy results that meet the FDA benchmarks for mean and categorical weight loss, and gastric procedures, lorcaserin will face a tough fight in the marketplace. We will dig deeper into these results and look forward to assessing the drug's reception at the Obesity Society later this fall.

m.i.k.e

原帖由 jochen 于 19-9-2009 09:55 PM 发表
SPPI -
*fusilev  听说 10月头   （  oct 2009)

http://www.streetinsider.com/FDA/Spectrum+Pharmaceuticals+(SPPI)+Said+FDA+Accepted+FUSILEV+sNDA+For+Colorectal+Cancer/4514168.html


CTIC
*pixantrone  (april 2010)
*opaxio (sept/oct 2009)


CVM - 很多人 看到的股


ARIA  这个月 尾？

ARIA 不是已经公布了吗?
月尾还有什么消息?

m.i.k.e

原帖由 葉芬 于 21-9-2009 12:56 PM 发表
By Morningstar, September 17

Arena Pharmaceuticals, Inc. ARNA [Nasdaq]
Arena's Drug Shows Adequate Efficacy

Fair Value: $2.50
Consider Buy: $1.00
Consider Sell: $6.30

Arena Pharmaceuticals ...

哇牢 ! 这么多只......?
到底是那一只"快要飞" ?

[ 本帖最后由 m.i.k.e 于 21-9-2009 05:18 PM 编辑 ]

m.i.k.e

有兴趣医药股的可以读一读 :

http://www.nytimes.com/2009/09/1 ... _r=2&sq=richard

葉芬

原帖由 m.i.k.e 于 21-9-2009 04:57 PM 发表


哇牢 ! 这么多只......?
到底是那一只"快要飞" ?

我選不超過十元的。。。。

jochen

原帖由 m.i.k.e 于 21-9-2009 04:55 PM 发表


ARIA 不是已经公布了吗?
月尾还有什么消息?

你卖完了吗？
我其实 不怎么了解它。。。。

不过 phase 1 clinical trial evaluating oral ridaforolimus
消息刚刚出。。。。。

phase1 result as below
http://phx.corporate-ir.net/phoenix.zhtml?c=118422&p=irol-news&nyo=0


应该起伏不大。。。。

葉芬

CEL-SCI Corporation
$1.80  Change  +0.19  +11.80%
Volume 10.38m
Sep 21, 2009 10:06 a.m.


沒有人買嗎？

rioj

想买，但涨到1。98了。什么价位进场比较好?

葉芬

原帖由 rioj 于 21-9-2009 10:29 PM 发表
想买，但涨到1。98了。什么价位进场比较好?

收6個月的話。。。2元以下還是可以進的。。。
當然有1.75  可以買到更好。

自己參考下她的魅力 。。。


CEL-SCI Corporation is a great investment, they have a dedicated staff
and CEO.
This stock will stay on the rise and jump once their new manufacturing
facility opens in Oct.
Here is some good data on their ground breaking Multikine cancer
fighting drug.
  • Efficacy seen in clinical trials conducted with Multikine®:

  • 33% improvement in median overall survival:  In Phase II studies
an impressive 33% improvement in median overall survival at a median
of 3.5 years post surgery was seen in patients with locally advanced
disease treated with Multikine® as first-line therapy (absolute
survival rate 63%) over the 3.5 year median overall survival rates of
the same cancer patient population determined from a review of 55
clinical trials reported in the scientific literature that were
conducted between 1987 and 2007.

To put this in context, most cancer blockbusters have been approved on
a 10 % increase in overall survival, so a 33% improvement over what
can be expected from the current therapy is considered extraordinary.

CEL-SCI’s Phase III clinical trial will need to demonstrate a 10%
improvement in overall survival for Multikine® to be successful.

  • Average of 50% reduction in tumor cells: The 3 week Multikine®
treatment regimen used in Phase II studies killed, on average, about
half of the cancer cells before the start of standard therapy like
surgery, radiation and chemotherapy.

  • 12% complete response: In 12 % of patients the tumor was
completely eliminated after only a 3 week treatment with Multikine®
(as determined by histopathology).

  • 8% increase in the Local Regional Control (LRC): At 24 months
follow-up after surgical resection of the tumor, patients treated with
Multikine® had an 8% better LRC rate than the 2 year median LRC rate
reported in the scientific literature for the same cancer patient
population in 55 clinical trials conducted between 1987 and 2007.

  • The end game is near: The final stages of clinical trials:
Multikine® has been approved for a global Phase III trial. It has
received a go-ahead by the US FDA as well as the Canadian regulators.
The pivotal Phase III study will enroll about 800 patients with
advanced primary head and neck cancer worldwide. The trial is designed
to compare Multikine® combined with the current standard of care
therapy (SOC) for head and neck cancer patients vs. the SOC for these
patients alone. SOC therapy is the therapy that patients are expected
to receive as a matter of routine. The current SOC for head and neck
cancer is surgery, followed by radiation, or surgery followed by
radiation and concurrent chemotherapy.

If Multikine® proves to be beneficial to patients in the Phase III
trial, the study will have established a new SOC for newly diagnosed
head and neck cancer patients of which Multikine® will be an integral
part. This means that every newly diagnosed head and neck cancer
patient with advanced primary disease would be expected to receive
Multikine®, and reimbursement would be customary.

rioj

本想等它掉到1。45support level，看来近期都不会到。