b*****p
发帖数: 9649 | 1 by http://www.guancha.cn/xiaopengcai
星期五传出来Ariad Pharmaceuticals($ARIA)公司内部董事会开始内斗。目前这家公司
的最大股东是萨瑞莎资本公司（Sarissa Capital）拥有6.9%的股份。自从这家维权对
冲基金公司（Activist Hedge Fund）入主这家公司，市场上就开始有心理准备这场即
将到来震荡。萨瑞莎资本公司的创始人叫Alex Denner，今年45岁，是真正的高富帅啊
。这人麻省理工大学本科毕业，耶鲁大学生物医学工程专业博士，博士毕业后在华尔街
摩根斯坦利（Morgan Stanley）和维京全球投资公司（Viking Global Investors）做
医药和生物科技基金经理，后来拜入卡尔·伊卡恩（Carl Icahn）门下统管医药和生物
科技对冲基金，成为卡尔·伊卡恩门生。这人非常内行专业，很懂得分析生物医药公司
的内在价值并把这种价值体现在商业价值上。2012年羽翼丰满脱离卡尔集团自创萨瑞莎
对冲基金公司。
我在前面2月8日文章“大鱼吃小鱼，小鱼吃虾米”中有提到卡尔·伊卡恩是一个传奇投
资... 阅读全帖 |
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a**u
发帖数: 8107 | 2 ☆─────────────────────────────────────☆
zoun (zoun) 于 (Tue Aug 31 10:31:45 2010, 美东) 提到:
发信人: youcanfly (四海为家), 信区: Military
标 题: 巴菲特：我为什么捐掉99％的财富
发信站: BBS 未名空间站 (Tue Aug 31 09:22:34 2010, 美东)
国际金融报 2010-08-30 22:48:37
2006年，我曾作出承诺，逐渐将我持有的所有伯克希尔·哈撒韦股票捐赠给慈善基
金。这个决定让我再开心不过。
现在，盖茨夫妇和我正在要求几百位美国富豪至少为慈善事业捐出50%的个人财富
，所以我还是重新解释我的意图及其背后考量为宜。
首先，我承诺，在我有生之年或大去之际，我将把至少99%的个人财富捐献给慈善
事业。以美元衡量的话，这笔钱诚然可观，但从相对价值角度出发，每天都有许多人向
他人赠予更多。
有数以百万计的人常常为教会、学校和其他机构作贡献，从而放弃了原本可以用来
惠及自己家庭的物质财富。他们对贫乞者的接济和给联合之路劝募协会的捐... 阅读全帖 |
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发帖数: 1 | 3 imclone site? 不至于吧。他的rate不行， 还这么拽？
你看一下你的agent能不能给你投到celgene,还有
beigene. they are hiring. their rate should be better than imclone. |
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w******n
发帖数: 692 | 4 ImClone Systems Inc.
被控罪名：
监管当局指控这家生物制药公司的前任首席执行长，在美国政府即将否决该公司一种似乎
很有前途的癌症药物前，偷偷通知其家人和朋友，使他们有机会在该公司股价暴跌前将股
票脱手。
人物志：
萨缪尔．沃克绍尔博士(Dr. Samuel Waksal)：原首席执行长
玛莎．斯图尔特(Martha Stewart)：知名女企业家、沃克绍尔的朋友
彼得．巴卡诺维奇(Peter Bacanovic)：沃克绍尔和斯图尔特的股票经纪人
道格拉斯．法内尔(Douglas Faneuil)：美林公司(Merrill Lynch)的股票助理经纪
丑闻进程：
沃克绍尔承认犯有证券欺诈、银行欺诈、共谋以妨碍司法以及作伪证等罪行。联邦调查人
员指控斯图尔特在抛售ImClone前，已获知内部消息，但斯图尔特否认此项指控。巴卡诺
维奇和法内尔在被美林公司解雇后，开始坚称斯图尔特抛售的股票是按照提前预定的一项
计划进行的，但法内尔后来改变了自己的说法。法内尔承认，自己收受了一笔贿赂，以在
此事上撒谎。
案件展望： 法内尔预计将提供不利于斯图尔特的证词，而他的认罪会对巴卡诺维 |
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m****x
发帖数: 2506 | 5 BMS
Bristol-Myers Squibb Company (BMY) Stands by $60 Per Share ImClone Systems
Incorporated (IMCL) Offer
9/12/2008
NEW YORK, Sept 11 (Reuters) - Bristol-Myers Squibb Co stood by its $60-a-
share offer for ImClone Systems Inc, a day after the biotechnology company
spurned Bristol's offer and said it had another bid at $70 a share. |
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t*******e
发帖数: 13 | 6 ft, BMS is the major sharehloder of Imclone from day 1.
Icahn wanna buy Imclone from BMS |
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l*****k
发帖数: 587 | 7 BMS has only about 20% of imclone, it is possible Imclone
bluffed on the other offer, however, with biopharm so hot,
it is possible pfizer is interested. |
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j*****7
发帖数: 4348 | 8 From cholesterol fighters to asthma relief, these treatments could earn Big
Pharma $170 billion
By Mike Tarsala | 24/7 Wall St.
Jul 22, 2009 | Updated: 12:29 p.m. ET Jul 22, 2009
Safety and efficacy data are critical to drug candidates. But what really
makes a potential drug attractive is strong top-line data, a new biotech-
based treatment, and a massive potential market.
With help from Thomson Reuters' SD Pharma database and our own backlog of
coverage, BioHealthInvestor.com, a 247wallst.com ... 阅读全帖 |
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s*****r
发帖数: 11545 | 9 why is pfizer no. 1? because it has seen this business pattern before the
acquisition of Warner-lambert and has steadily practiced it ever since.
Management in lili rejected this model... very ambitious, arrogant, and
redneck. Unfortunately, research is not their top priority either. They
started considering pfizer model when they acquired imclone, yet denied the
strategy with pretenses. The transaction turned out to be a failure. That is
why lili will go to hell. |
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b****a
发帖数: 4465 | 10 eGenesis是美国一家生物技术公司，专注于将基于基因编辑的异种移植技术运用到临床
医疗程序中。昨日，eGenesis获得3800万美元的A轮融资。eGenesis位于美国的马塞诸
塞州，由华人科学家杨璐菡于2014年创立。
本轮融资有由Biomatics资本和ARCH Venture领投，同时参与投资的还有Khosla
Ventures、Alta集团、Alexandria Venture、北美Berggruen控股 、Uprising以及Fan
Ventures。此外， Daniel S. Lynch将加入eGenesis同时出任执行主席。
异种移植技术是指将一个物种的组织移植到另一个物种体内。美国卫生服务部门数据显
示，美国约有超过11.8万人正在等待可移植器官，每天约有22人因器官病变而死亡。异
种移植技术能够基于人体细胞培养所需的组织或器官，在医疗市场有巨大的市场潜力。
eGenesis利用自身的CRISPR基因编辑平台，可将人体健康的细胞或组织器官移植到猪身
上进行培养。目前该技术还处于早期阶段。
“尽管目前技术上还存在一定挑战，但我们相信通过我们的技术能够帮助需要器官移植... 阅读全帖 |
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l******a
发帖数: 3803 | 11 A new Guinness record?
I will protect federal whistleblowers who expose government waste, fraud,
and abuse ......Broken
I will recognize the Armenian Genocide.....Broken
I will have transparency-generals must sign secrecy oath........Broken
I will cut the deficit in half by doubling spending–say what.......Broken
I will change the Washington culture of corruption.......................
Broken
I will reach across the isle (I’m ready to fight Republicans)....Broken
I will have no earmarks in stimu... 阅读全帖 |
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l****z
发帖数: 29846 | 12 By JONATHAN D. ROCKOFF
Earlier this year, researchers reported impressive results for a treatment
that offered a potential cure for intractable cases of hepatitis C. But now,
millions of patients waiting for such a breakthrough may never get it.
The story of how the promising therapy got stalled despite positive research
illustrates a little-acknowledged truism in the pharmaceutical industry:
Sometimes drugs die not because they don't work or are unsafe, but because
they don't make business sens... 阅读全帖 |
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C****l
发帖数: 143 | 13 文章比较长，而且是英文的，不过很有帮助
以前老有人在版上问美国有没有治癌症的药物，除了化学理疗外
现在有AstraZeneca的新药Iressa, 还没通过FDA药检，不过已经在PhaseIII试用阶段
对某些病人有奇迹般效果，虽然范围可能只有10-15%的人有效
而且一旦服用，就可能要服用终生，每年费用是3000$
研制这类药品的公司还有Genetech, Imclone等
the
we
Once
cancer
on
a
&
chemotherapy.
Cancer
interferon
no |
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d***7
发帖数: 134 | 14 儿子鼻炎有几年了，每到春秋发作，南京药店推荐了这个产品，说很灵，美国ImClone
（英克隆）生物技术联合美国约翰霍普金斯大学研究的全新鼻炎产品-冰鼻乐，不知你
在美国是否听说过？这个公司最近好像被收购了，但这种药在美国是否有卖，美国人自
己用这个吗？疗效如何？方便打听一下。
谢。。。。。。
|
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e*****7
发帖数: 31 | 15 BMY-IMCL deal gets done and may be in a higher price around 65-70. IMCL
jumped 20 to 65 from yesterday's close of 45.
Here are the list of comapnies on speculation list of future dating game:
Amylin/Eli Lilly (Byetta); OSI/Genentech (Tarceva); Biogen/Genentech (
Rituxan); Genzyme/BioMarin (Aldurazyme); Vertex/JNJ (Telapravir); Human
Genome Sciences/Novartis & GSK (Albuferon & LymphoSTAT); Regeneron/Sanofi (
VEGF-TRAP) ; Onyx/Bayer (Nexavaar); Idenix/Novartis (various compounds) ;
Momenta/Novarti |
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c****x
发帖数: 127 | 16 This is a great day in our fight against cancer. The approval is gospel to
PC patients everywhere. I hope DNDN doesn't get bought out and can establish
itself as the biotech anchor for the great city of Seattle just like
Imclone once did.
Spread the words to everyone you know. |
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S*********g
发帖数: 24893 | 17 Stock版 - 我来发一个中线的pick吧。
1
我来发一个中线的pick吧。
时间：3到6个月，30％以上的利润。
Mkt Cap>5B，风险不大，可以all in。
免费。
想要的跟贴。
spasm
2013-12-02 12:52:46
来自: 0.0.
2
all in 跟
thanks. prof.!
JJCNJ
2013-12-02 12:52:55
来自: 0.0.
3
求
谢谢
winner8888
2013-12-02 12:52:57
来自: 0.0.
4
我要， Thank you,
allence
2013-12-02 12:53:06
来自: 0.0.
5
pick please, thanks
happy6688
2013-12-02 12:53:16
来自: 0.0.
6
thank you very much.
bigbelly
2013-12-02 12:53:25
来自: 0.0.
7
thx
JesusLee
2013-12-02 12:53:25
来自: 0.0.
8
re
researchba
20... 阅读全帖 |
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r****5
发帖数: 618 | 20 这个可是相当有名，IMCLONE的药在批前上下倒腾，最后总算有惊无险批了。Martha
Stewart就是因为它而在监狱里待了不少时间。 |
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s*****r
发帖数: 11545 | 21 概念和研究领域都不错，发展前途跟当年的 IMCLONE 有一拼。
不过这东西风险高，俺觉得现在股价太高了。 |
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s********i
发帖数: 17328 | 22 https://www.cbsnews.com/news/top-10-ceos-in-prison-whyd-they-do-it/
In any case, here are my Top 10 CEOs in Prison:
Jeff Skilling, former CEO of Enron
Serving 24 years for fraud, insider trading, and other crimes related to the
collapse of Enron
Bernie Ebbers, former CEO of WorldCom
Serving 25 years for accounting fraud that cost investors over $100 billion
Dennis Kozlowski, former CEO of Tyco Serving 8 to 25 years for stealing $134
million from Tyco
John Rigas, former CEO of Adelphia Communicat... 阅读全帖 |
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j****e
发帖数: 12067 | 25 【 以下文字转载自 Dreamer 讨论区 】
发信人: Dreamer (不要问我从哪里来), 信区: Dreamer
标 题: 来纽约3周年纪念
发信站: BBS 未名空间站 (Mon Mar 21 00:32:49 2011, 美东)
多少次曾经缠绵在这里，
几多甜美回忆。
又多少次曾经迷失在这里，
几多彷徨。
纽约！纽约！
你带给我希望，又带走它，
你拿走了我的热情，却没还给我。
我总算可以自称是纽约客，可以对新奇的事情不屑一顾，可以在7号地铁里小睡一会，
可以在时代广场忽略周围拍照的游客，也可以半夜在FDR开到60迈稍微吹吹风，或者临
晨游走在唐人街的大街小巷看无家可归者醉倒在公寓楼门口。这个都市就像一颗心脏，
不知疲觉的跳动着，每天把无数人的记忆抖落在哈得孙河。
— 都说纽约是天堂，可是这里却不住着天使
曼哈顿的每一个角落，每一个公园，都蜷缩着无家可归者。有一次我参加市府的一个调
查项目，半夜去找那些无家可归者登记，除了酒鬼和吸毒者，给我记忆较深刻的是一个
大约50岁左右的华人。他思路清晰讲话平和，穿的却破破烂烂的，推着一个小购物车，
里面全是瓶瓶罐罐的废品。我和他交谈中... 阅读全帖 |
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j****e
发帖数: 12067 | 26 【 以下文字转载自 Joke 讨论区 】
发信人: joycee (乔一乔二乔三乔四), 信区: Joke
标 题: NYC,Fuck me? Fuck you! Fuck you and this whole city and everyone in it.
发信站: BBS 未名空间站 (Mon Mar 21 17:23:45 2011, 美东)
发信人: Dreamer (不要问我从哪里来), 信区: Dreamer
标 题: Re: 来纽约3周年纪念
发信站: BBS 未名空间站 (Mon Mar 21 14:05:48 2011, 美东)
http://www.youtube.com/watch?v=5Za2k5wA3sk
Fuck me? Fuck you! Fuck you and this whole city and everyone in it.
Fuck the panhandlers, grubbing for money, and smiling at me behind my back.
Fuck squeegee men dirtying up the... 阅读全帖 |
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g*******t
发帖数: 1039 | 27 anybody know more info? Care to share?
From wenxuecity
美国癌症领域打假专家Paul Goldberg于７月１６日在Cancer Letter发表６页长文揭露
杜克大学印度裔教授Anil Potti在多项研究经费申请中涉嫌简历造假,他同时在文中指
出Anil Potti亦涉嫌学术造假,其2006年在顶级杂志<<自然>>发表的论文结果至今无人
能够重复. Paul Goldberg曾因在２００２年曝光ImClone丑闻而声名鹊起,可谓是美国
版"方舟子". 而Anil Potti自从2006年在顶级杂志<<自然>>和<<新英格兰医学>>发表两
篇重量级论文后一举成名，各家媒体争相报导其在personalized medicine领域的突破
性进展. 他也因此从一个名不见经传的博士后成为杜克大学的助理教授并顺利晋升为副
教授,而且以其癌症专家的身分成为Eli Lilly和GSK等大公司的科学顾问.他在杜克的实
验室也从他自己一个人光杆司令发展壮大成拥有十几个人的团队,与他一起合作发表文
章的两个MD Fellows也很快成为杜克大学的助 |
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j****e
发帖数: 12067 | 28 【 以下文字转载自 Dreamer 讨论区 】
发信人: Dreamer (不要问我从哪里来), 信区: Dreamer
标 题: Re: 来纽约3周年纪念
发信站: BBS 未名空间站 (Mon Mar 21 14:05:48 2011, 美东)
http://www.youtube.com/watch?v=5Za2k5wA3sk
Fuck me? Fuck you! Fuck you and this whole city and everyone in it.
Fuck the panhandlers, grubbing for money, and smiling at me behind my back.
Fuck squeegee men dirtying up the clean windshield of my car. Get a fucking
job!
Fuck the Sikhs and the Pakistanis bombing down the avenues in decrepit cabs,
curry steaming out their pore... 阅读全帖 |
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d******e
发帖数: 4192 | 29 老天,你连这都不懂,这是严重违法行为.
你知道 Martha Stewart这个很有名的女人,
就是因为这样做牢呢.
这叫 insider trading.
According to U.S. Securities and Exchange Commission, Stewart avoided a loss of $45,673 by selling all 3,928 shares of her ImClone Systems stock on December 27, 2001 after receiving material, nonpublic information from Peter Bacanovic, who was Stewart's broker at Merrill Lynch. The day following her sale, the stock value fell 16%.[14]
In the months that followed, Stewart drew heavy media scrutiny, including a Newsweek |
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w******e
发帖数: 1187 | 30 check this out: http://www.xconomy.com/boston/2010/11/30/adimab-finds-4m-
more-from-google-and-other-investors/
I know it has potential, but didn't know it's already cashing in...
is any phage display company doing so well, except ImClone?
Well the sad thing is, if sth is already the darling of VC, it may not
be a good target for technology innovation any more... go work on sth
fancier and pray to god it'll be the next big thing? or work your way
into those rising star companies and sit tight fo... 阅读全帖 |
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m******n
发帖数: 453 | 31 eGenesis是美国一家生物技术公司，专注于将基于基因编辑的异种移植技术运用到临床
医疗程序中。昨日，美国生物技术公司宣布eGenesis获得3800万美元的A轮融资。
eGenesis位于美国的马塞诸塞州，由哈佛大学遗传学教父George Church和青年华人科
学家杨璐菡于2014年共同创立。
本轮融资有由Biomatics资本和ARCH Venture领投，同时参与投资的还有Khosla
Ventures、Alta集团、Alexandria Venture、北美Berggruen控股 、Uprising以及Fan
Ventures。此外， Daniel S. Lynch将加入eGenesis同时出任执行主席。
异种移植技术是指将一个物种的组织移植到另一个物种体内。美国卫生服务部门数据显
示，美国约有超过11.8万人正在等待可移植器官，每天约有22人因器官病变而死亡。异
种移植技术能够基于人体细胞培养所需的组织或器官，在医疗市场有巨大的市场潜力。
eGenesis利用自身的CRISPR基因编辑平台，可将人体健康的细胞或组织器官移植到猪身
上进行培养。目前该技术还处于早期阶段。
... 阅读全帖 |
|
b*******e
发帖数: 724 | 32 Pfizer buying AMGN is highly unlikely for several reasons. Amgn is too big
and expensive to be bought out by anybody. second, if the board doesn't want
to give up the control of the company, it doesn't matter how much you are
willing to pay. BMS, Imclone are known take-over targets.
Another strategy would be buying phase three drugs. All you need for that is
cash. There are quire a few phase three candidates on the market. I am sure
Pfizer and many other big pharmas are fighting over those asset |
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y******m
发帖数: 14 | 33 NEW YORK, Jan. 10 /PRNewswire-FirstCall/ -- ImClone Systems Incorporated (
Nasdaq: IMCL - News) and Bristol-Myers Squibb Company (NYSE: BMY - News)
today announced that a Phase III study of ERBITUX® (cetuximab) plus
FOLFIRI (an irinotecan- based chemotherapy) met the primary endpoint of
increasing median duration of progression-free survival over FOLFIRI alone
in patients with previously untreated metastatic colorectal cancer (mCRC).
More than 1,000 patients were recruited from around the wo |
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v*x
发帖数: 1370 | 34 瞎掰罢你
ABT以前搞过N次撤消部门内部消化了，
没有一次是把人OFFICIALLY LAYOFF后再招回来的
药物研发的那个VP来纳急得都威胁手下的说
年内再不出新药就会有大规模行动
现在上TRIAL的药都是挤牙膏挤出来的
原来ABT有个不成文的规矩是
500 MILLION以下的不开发
后来那个CSO又毙了一堆ABT拿手的药
他走的那一阵，药架子都是空的，
ABT的IP律师有好一阵很轻松
直到前一阵子ABT领导180度转弯
所有能挤出来的旧项目都要上
IP律师开始翻出所有旧纸堆
看上眼的就瞎猫抓死耗子的玩命FILE，
这才有ABT诉IMCLONE的闹剧
进PHASE III的药有两个，
都不大，是毙了又从棺材里抬出来的
200 |
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l*****k
发帖数: 587 | 35 it is said another big pharma proposed to
imclone besides BMS, which one?
Pfizer or GSK or JNJ? |
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h*****t
发帖数: 1226 | 36 some people said Pfizer. but I think Pfizer need 4 imclone to survive. |
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E***n
发帖数: 308 | 37 I feel PFE is the bidder for imclone. Let's see in 12 hrs. |
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g*****1
发帖数: 666 | 38 Pfizer 在St. Louis的关了没？
还有康州（BI，BMS，Pfizer），纽约（Lilly的ImClone，Astellas), 西雅图的Amgen,
Novo
Nordisk.
大药厂最扎堆的就算东岸的波士顿和西岸的bay area |
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d********h
发帖数: 2048 | 39 More information about the company:
ImClone Systems is dedicated to developing and commercializing novel
therapeutic products in the field of oncology. Our efforts have resulted in
a commercially available novel therapy, ERBITUX® (cetuximab), as well
as a broad spectrum of innovative product candidates with potential
application in multiple tumor types. As a member of the oncology community,
we are committed to providing treatments to meet the unmet needs of cancer
patients. To fulfill this |
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