t*******o
发帖数: 1464 | 1 【 以下文字转载自 Lurk 俱乐部 】
发信人: tanmaomao (坛猫猫), 信区: Lurk
标 题: 2010 bio四大热点
发信站: BBS 未名空间站 (Wed Jun 2 14:39:00 2010, 美东)
都是blockbuster领域
过去时
1：癌症免疫 DNDN CLDX IMUC MNTR
将来时
2：肝炎 VRTX (NDA 2010 2nd) MRK JNJ BMY ITMN ANDS IDIX VRUS
3：减肥 VVUS (FDA July 15) OREX (late 2010) ARNA (FDA Sep16 Oct22) AMLN
4：糖尿病 MNKD (FDA meeting June) BIOD （FDA Oct 30） | b*****h
发帖数: 3386 | 2 http://blogs.barrons.com/stockstowatchtoday/2010/05/18/mannkind-afrezza-efficacy-insufficient-says-hapoalim/tab/print/
TUESDAY, MAY 18, 2010 ET
Mannkind: Afrezza Efficacy Insufficient, Says Hapoalim
By TIERNAN RAY
It appears the Street is still divided on the usefulness of Mannkind抯 (MNKD
) 揂frezzadrug for inhaled insulin.
I noted back on April 23rd that Rodman & Renshaw抯 Simos Simeonidis was impr
essed with the fact Afrezza showed a decline in hemoglobin, termed 揌BA1C,
comparable to traditional insulin treatments, a proof of efficacy, in his vi
ew.
But Hapoalim Securities analyst John LeCroy, who has a 揝ellrating on Mann
kind, writes today that he抯 not satisfied with the Phase III trial results
as reported because some of the trial data has not been made available:
We have only seen efficacy results for the Phase III trials 009, 102 and 103
and none of these trials showed a statistical or even a numerical A1c advan
tage for Afrezza compared to active controls (MannKind did state that the re
cent 117 trial showed an HbA1c advantage for Afrezza but we have not seen th
e results). We have not seen data from trials 010, 014 and in the top-line p
resentation from the two-year 030 study, MannKind gave no efficacy results.
Mannkind management has downplayed the importance of A1c, in LeCroy抯 opinio
n, but he thinks it抯 enough of an issue that the Food & Drug Administration
may request additional tests be done.
【在 t*******o 的大作中提到】
: 【 以下文字转载自 Lurk 俱乐部 】
: 发信人: tanmaomao (坛猫猫), 信区: Lurk
: 标 题: 2010 bio四大热点
: 发信站: BBS 未名空间站 (Wed Jun 2 14:39:00 2010, 美东)
: 都是blockbuster领域
: 过去时
: 1：癌症免疫 DNDN CLDX IMUC MNTR
: 将来时
: 2：肝炎 VRTX (NDA 2010 2nd) MRK JNJ BMY ITMN ANDS IDIX VRUS
: 3：减肥 VVUS (FDA July 15) OREX (late 2010) ARNA (FDA Sep16 Oct22) AMLN
| y***q
发帖数: 4147 | 3 能不能干脆的给几个pick，然后跟我们说， 这几个有可能涨。搞药股太麻烦了，看的
头痛。想想原来炒sppi的时候，天天大清早的起来看新闻。痛苦啊 | c*******r
发帖数: 6971 | 4 昨天那个今天可涨了好几块。。
【在 y***q 的大作中提到】
: 能不能干脆的给几个pick，然后跟我们说， 这几个有可能涨。搞药股太麻烦了，看的
: 头痛。想想原来炒sppi的时候，天天大清早的起来看新闻。痛苦啊
| y***q
发帖数: 4147 | 5 一开盘就涨了的不算，没机会入啊
【在 c*******r 的大作中提到】
: 昨天那个今天可涨了好几块。。
| c*******r
发帖数: 6971 | 6 盘前就长了1快多，但是开盘后接着涨了将近3快啊，都没带回调的
【在 y***q 的大作中提到】
: 一开盘就涨了的不算，没机会入啊
| y***q
发帖数: 4147 | 7 是啊，看到涨了又不敢追，以后再有这样的好事，记得喊一声啊
【在 c*******r 的大作中提到】
: 盘前就长了1快多，但是开盘后接着涨了将近3快啊，都没带回调的
| t*******o
发帖数: 1464 | 8 Hapoalim Securities analyst John LeCroy 是悲观派的代表。也有乐观派觉得MNKD机
会非常大，因为FDA没有要求额外试验与safety。
这篇分析了两面，是个乐观派
http://seekingalpha.com/article/206605-a-giant-leap-for-mannkind?source=yahoo
MNKD
impr
vi
【在 b*****h 的大作中提到】
: http://blogs.barrons.com/stockstowatchtoday/2010/05/18/mannkind-afrezza-efficacy-insufficient-says-hapoalim/tab/print/
: TUESDAY, MAY 18, 2010 ET
: Mannkind: Afrezza Efficacy Insufficient, Says Hapoalim
: By TIERNAN RAY
: It appears the Street is still divided on the usefulness of Mannkind抯 (MNKD
: ) 揂frezzadrug for inhaled insulin.
: I noted back on April 23rd that Rodman & Renshaw抯 Simos Simeonidis was impr
: essed with the fact Afrezza showed a decline in hemoglobin, termed 揌BA1C,
: comparable to traditional insulin treatments, a proof of efficacy, in his vi
: ew.
| t*******o
发帖数: 1464 | 9 这样说吧，我觉得VRTX在第二个Phase III出来之前（时间没定，应该夏秋季吧），至
少在38以上（假定无视默克的结果）。半年前，各大机构的评级都在45左右，总有点道
理吧。现在三期是好的，怎么着也是plus吧。
我前后买了两把，35的成本。期待二季度NDA的时候至少让我赚20%。
【在 y***q 的大作中提到】
: 能不能干脆的给几个pick，然后跟我们说， 这几个有可能涨。搞药股太麻烦了，看的
: 头痛。想想原来炒sppi的时候，天天大清早的起来看新闻。痛苦啊
|
|
