J********e
发帖数: 341 | 1 DCTH，应该是跌的差不多了，如果他们resubmit FDA application的消息出来，应该马
上进入上
升通道。
AMRN，我觉得这个可能会像NFLX一样，你就一直看着上涨，没有机会入手，如果不敢追
涨的话。
CLSN, 今天common stock offering的价格比昨天收盘还高，应该马上会进入狂奔期，
目标价格半
年内$4-5. |
m*********n
发帖数: 6098 | |
H*B
发帖数: 3645 | 3 谢谢大牛。
【在 J********e 的大作中提到】
: DCTH，应该是跌的差不多了，如果他们resubmit FDA application的消息出来，应该马
: 上进入上
: 升通道。
: AMRN，我觉得这个可能会像NFLX一样，你就一直看着上涨，没有机会入手，如果不敢追
: 涨的话。
: CLSN, 今天common stock offering的价格比昨天收盘还高，应该马上会进入狂奔期，
: 目标价格半
: 年内$4-5.
|
C**********y
发帖数: 241 | 4 我也想说一样的
【在 H*B 的大作中提到】
: 谢谢大牛。
|
H*B
发帖数: 3645 | 5 大牛，这个AMRN都涨这么多了，为啥还这么看好它，能否指点一下迷津？
【在 J********e 的大作中提到】
: DCTH，应该是跌的差不多了，如果他们resubmit FDA application的消息出来，应该马
: 上进入上
: 升通道。
: AMRN，我觉得这个可能会像NFLX一样，你就一直看着上涨，没有机会入手，如果不敢追
: 涨的话。
: CLSN, 今天common stock offering的价格比昨天收盘还高，应该马上会进入狂奔期，
: 目标价格半
: 年内$4-5.
|
J********e
发帖数: 341 | 6 有可能是下一个lipitor
【在 H*B 的大作中提到】
: 大牛，这个AMRN都涨这么多了，为啥还这么看好它，能否指点一下迷津？
|
D********9
发帖数: 194 | |
T**********s
发帖数: 647 | |
X*****s
发帖数: 2767 | |
X*****s
发帖数: 2767 | 10 想和你具体讨论一下AMRN，
Amarin's AMR101 Statistically Significant Reductions in Triglycerides at
Both 4 Gram and 2 Gram Doses and Statistically Significant Decrease in LDL-C
（April 18, 2011)
但是昨天出的一个消息“Abbott down after NIH halts Niaspan study”，里面提到
“In a study follow-up, participants who took Niaspan and simvastatin had
increased HDL cholesterol and lowered triglyceride levels compared to
participants who took a statin alone. But the combination treatment failed
to reduce heart attacks, strokes, hospitalizations for acute coronary
syndromen or revascularization procedures to improve blood flow in the
arteries of the heart and brain.”
链接如下
http://www.fiercepharma.com/story/abbott-down-after-nih-halts-n
而且这个amrn的insider sale很大。
【在 J********e 的大作中提到】
: 有可能是下一个lipitor
|
|
|
J********e
发帖数: 341 | 11 没看到AMR101会增高HDL-C，而且增高HDL-C对心脏无益应该只是speculation，是对
Niaspan不work的猜
测。
我不知道有没有遗漏关于AMR101对HDL-C level作用的数据，我在他们在National
Lipid Association 2011
的数据上没看到。
-C
【在 X*****s 的大作中提到】
: 想和你具体讨论一下AMRN，
: Amarin's AMR101 Statistically Significant Reductions in Triglycerides at
: Both 4 Gram and 2 Gram Doses and Statistically Significant Decrease in LDL-C
: （April 18, 2011)
: 但是昨天出的一个消息“Abbott down after NIH halts Niaspan study”，里面提到
: “In a study follow-up, participants who took Niaspan and simvastatin had
: increased HDL cholesterol and lowered triglyceride levels compared to
: participants who took a statin alone. But the combination treatment failed
: to reduce heart attacks, strokes, hospitalizations for acute coronary
: syndromen or revascularization procedures to improve blood flow in the
|
w********8
发帖数: 1671 | 12 感谢分享
【在 J********e 的大作中提到】
: DCTH，应该是跌的差不多了，如果他们resubmit FDA application的消息出来，应该马
: 上进入上
: 升通道。
: AMRN，我觉得这个可能会像NFLX一样，你就一直看着上涨，没有机会入手，如果不敢追
: 涨的话。
: CLSN, 今天common stock offering的价格比昨天收盘还高，应该马上会进入狂奔期，
: 目标价格半
: 年内$4-5.
|
t****g
发帖数: 3434 | |
w******i
发帖数: 1476 | |
y*****l
发帖数: 5997 | 15 DCTH，大胖呢？要涨了。
http://finance.yahoo.com/news/Delcath-to-Present-at-The-prnews-
http://finviz.com/screener.ashx?v=341&t=DCTH,AMRN,CLSN
【在 J********e 的大作中提到】
: DCTH，应该是跌的差不多了，如果他们resubmit FDA application的消息出来，应该马
: 上进入上
: 升通道。
: AMRN，我觉得这个可能会像NFLX一样，你就一直看着上涨，没有机会入手，如果不敢追
: 涨的话。
: CLSN, 今天common stock offering的价格比昨天收盘还高，应该马上会进入狂奔期，
: 目标价格半
: 年内$4-5.
|
b******u
发帖数: 1559 | |
y*****l
发帖数: 5997 | 17 现在可以潜伏，也可以等开涨时追。
【在 b******u 的大作中提到】
: 在掉了，介入机会？
|
i*****1
发帖数: 670 | 18 1600 @ 6.1 DCTH
Up, up.
【在 J********e 的大作中提到】
: DCTH，应该是跌的差不多了，如果他们resubmit FDA application的消息出来，应该马
: 上进入上
: 升通道。
: AMRN，我觉得这个可能会像NFLX一样，你就一直看着上涨，没有机会入手，如果不敢追
: 涨的话。
: CLSN, 今天common stock offering的价格比昨天收盘还高，应该马上会进入狂奔期，
: 目标价格半
: 年内$4-5.
|
t**u
发帖数: 1572 | 19 为什么开个会就会涨, 如果没有POSITIVE的消息有可能会跌.
DCTH的要在EUROPE被批了吗? 为什么被批了还掉下来?
GOOGLE FINANCE上好象有 COMMENT说, SAFETY数据不够CLEAR.
不知道FDA 为什么拒绝 NDA申请, DCTH又多准备些什么新的数据?
【在 y*****l 的大作中提到】
: DCTH，大胖呢？要涨了。
: http://finance.yahoo.com/news/Delcath-to-Present-at-The-prnews-
: http://finviz.com/screener.ashx?v=341&t=DCTH,AMRN,CLSN
|
b******u
发帖数: 1559 | 20 dcth今天量有点大，但没查到什么消息
也许是大盘压下来的原因。 |
|
|
b******u
发帖数: 1559 | |
i*****1
发帖数: 670 | 22 I am under water.
【在 b******u 的大作中提到】
: 再跌点小蝌蚪就准备上车了
|
w******i
发帖数: 1476 | 23 我估计能跌到收盘, 也准备上些average down
【在 b******u 的大作中提到】
: 再跌点小蝌蚪就准备上车了
|
b******u
发帖数: 1559 | 24 别怕，justincase分析得很好，老实说是挺好的
不过这是我个人愚见，你听听就算了
【在 i*****1 的大作中提到】
: I am under water.
|
X*****s
发帖数: 2767 | 25 今天是个建仓的好日子，说这话其实心里也没底，但是justincase的隆重推荐，一定要
给面子
AMRN 1*[email protected]
CLSN 6*[email protected]
DCTH 3*[email protected]
到收盘的时候，2个在水下了 |
t**u
发帖数: 1572 | 26 不错, 我看好DCTH的短期,
觉得 DCTH的数据有问题, 恐怕FDA不会APPROVE,
【在 X*****s 的大作中提到】
: 今天是个建仓的好日子，说这话其实心里也没底，但是justincase的隆重推荐，一定要
: 给面子
: AMRN 1*[email protected]
: CLSN 6*[email protected]
: DCTH 3*[email protected]
: 到收盘的时候，2个在水下了
|
i*****1
发帖数: 670 | 27 网上说的是缺少东西？哪里有说有问题？
【在 t**u 的大作中提到】
: 不错, 我看好DCTH的短期,
: 觉得 DCTH的数据有问题, 恐怕FDA不会APPROVE,
|
t**u
发帖数: 1572 | 28 最近在GOOGLE FINANCE上看到一个人的COMMENT:
在 AMCO的PRESENTATION 公布的一些结果显示: >50%的人从TEST GROUP SWITCH TO
STANDARD TREATMENT, ＣＲＯＳＳＯＶＥＲ ＲＡＴＥ太高， 说明TEST TREATMENT可
能有问题.
FDA也质疑EFFICACY结果和分析方法, 对SAFETY也有 CONCERN.
ＤＣＴＨ把 RESUBMISSION 日期从 SEP 延期到DEC, 没有新的SAFETY数据.
我觉得很悬.
反正大家继续讨论讨论, 我觉得短期可能会有小涨.
【在 i*****1 的大作中提到】
: 网上说的是缺少东西？哪里有说有问题？
|
i*****1
发帖数: 670 | 29 这个我也看到了，推迟到12月了
短期只能抓个反弹了
再跌要下52week low了
【在 t**u 的大作中提到】
: 最近在GOOGLE FINANCE上看到一个人的COMMENT:
: 在 AMCO的PRESENTATION 公布的一些结果显示: >50%的人从TEST GROUP SWITCH TO
: STANDARD TREATMENT, ＣＲＯＳＳＯＶＥＲ ＲＡＴＥ太高， 说明TEST TREATMENT可
: 能有问题.
: FDA也质疑EFFICACY结果和分析方法, 对SAFETY也有 CONCERN.
: ＤＣＴＨ把 RESUBMISSION 日期从 SEP 延期到DEC, 没有新的SAFETY数据.
: 我觉得很悬.
: 反正大家继续讨论讨论, 我觉得短期可能会有小涨.
|
J********e
发帖数: 341 | 30 最近很难做，最好买点3X反指Hedge一下。
大盘涨得太多，和经济状况不符，10-15%的回调比较合理。
但是现在各国政府都来像中国一样宏观调控，花样越搞越多，股市也越来越没头绪。
【在 i*****1 的大作中提到】
: 这个我也看到了，推迟到12月了
: 短期只能抓个反弹了
: 再跌要下52week low了
|
|
|
b******u
发帖数: 1559 | 31 dcth down a lot these few days
i bought a little to test water yesterday, and under water now
i may ad if it keep dropping.
【在 J********e 的大作中提到】
: 最近很难做，最好买点3X反指Hedge一下。
: 大盘涨得太多，和经济状况不符，10-15%的回调比较合理。
: 但是现在各国政府都来像中国一样宏观调控，花样越搞越多，股市也越来越没头绪。
|
b******r
发帖数: 16603 | |
X*****s
发帖数: 2767 | 33 今天把2个股票割肉了
DCTH割肉在5.77，300股一进一出损失了50块。
100股AMRN割在18.47，也损失了50块。
手上还剩600股CLSN,南无阿弥陀佛～ |
X*****s
发帖数: 2767 | |
b*****h
发帖数: 783 | 35 能给个关于这个crossover >50% 的 comment的 linker吗？
【在 t**u 的大作中提到】
: 最近在GOOGLE FINANCE上看到一个人的COMMENT:
: 在 AMCO的PRESENTATION 公布的一些结果显示: >50%的人从TEST GROUP SWITCH TO
: STANDARD TREATMENT, ＣＲＯＳＳＯＶＥＲ ＲＡＴＥ太高， 说明TEST TREATMENT可
: 能有问题.
: FDA也质疑EFFICACY结果和分析方法, 对SAFETY也有 CONCERN.
: ＤＣＴＨ把 RESUBMISSION 日期从 SEP 延期到DEC, 没有新的SAFETY数据.
: 我觉得很悬.
: 反正大家继续讨论讨论, 我觉得短期可能会有小涨.
|
y*****l
发帖数: 5997 | 36 去年的？
http://seekingalpha.com/article/206060-delcath-clinical-results
Notes from Dr Whitman a melanoma physician at ASCO as posted on the internet
about the Delcath talk: "Well, this presentation went very well, I thought.
The data was even better than the intial press release from April. The
hepatic PFS (primary endpoint) was 245 days in the PHP arm and 49 days in
the BAC (best alternative care) arm. There was no survival benefit on an
intent to treat basis BUT (and this point is currently rattling the cyber
sphere) 55% of the 49 BAC patients crossed over to PHP after progressing.
Since OS analysis is based on MEDIAN survival of the group, if over 50% of
BAC patients end up eventually getting PHP AND benefit similarly from the
delayed PHP, then the survival curves should superimpose, as they do. The
only way in a crossover trial for the OS curves to NOT superimpose when over
50% crossover would be if the delay in getting PHP resulted in a lesser
clinical effect (which clearly was not the case). There was an interesting
survival curve they showed comparing the BAC patients divided into whether
or not they received PHP at any point. The curves were WIDELY separated, but
the analysis was not prespecified and carries no analytic weight
statistically. Overall PFS also signficant although less so than hepatic PFS
, which is logical. This was 189 days vs 46 days. The response rate data was
received PHP progressed on initial assessment. There is no question in my
mind that this is clinically effective and I was surprised when the
discussant, seemingly from left field, pooh-poohed the results and said it
was biased, ineffective and not worthy??? The format of the presentations
prevented any questioning or commenting of the discussants."
6 Jun 2010, 10:13 AM |
b*****h
发帖数: 783 | 37 谢谢大象，从这里看的话，应该是55％ patients 从BAC arm crossover 到 PHP arm.
deep
internet
thought.
【在 y*****l 的大作中提到】
: 去年的？
: http://seekingalpha.com/article/206060-delcath-clinical-results
: Notes from Dr Whitman a melanoma physician at ASCO as posted on the internet
: about the Delcath talk: "Well, this presentation went very well, I thought.
: The data was even better than the intial press release from April. The
: hepatic PFS (primary endpoint) was 245 days in the PHP arm and 49 days in
: the BAC (best alternative care) arm. There was no survival benefit on an
: intent to treat basis BUT (and this point is currently rattling the cyber
: sphere) 55% of the 49 BAC patients crossed over to PHP after progressing.
: Since OS analysis is based on MEDIAN survival of the group, if over 50% of
|
m*********n
发帖数: 6098 | |
b******u
发帖数: 1559 | 39 是啊！
52week新低了！
【在 m*********n 的大作中提到】
: DCTH真能跌啊
|
J********e
发帖数: 341 | 40 很郁闷，到底割不割？
【在 b******u 的大作中提到】
: 是啊！
: 52week新低了！
|
|
|
b******u
发帖数: 1559 | 41 在犹豫中！
你咋看？resubmit推后加大盘压顶！
【在 J********e 的大作中提到】
: 很郁闷，到底割不割？
|
t**u
发帖数: 1572 | 42 I just bought 1000 shares today. No drug is perfect.
NEW YORK, May 31, 2011 /PRNewswire/ -- Delcath Systems, Inc. (NASDAQ:DCTH - News) announced today that management will present at The Jefferies 2011 Global Healthcare Conference on Tuesday, June 7, 2011 at 12:15 ET in New York. Mr. David McDonald, Chief Financial Officer, will provide an overview of the Company's business strategy and recent corporate developments.
I bet there might be some rebounce
【在 J********e 的大作中提到】
: 很郁闷，到底割不割？
|
R*****8
发帖数: 7056 | 43 dcth,今天吓死人了，555
【在 J********e 的大作中提到】
: DCTH，应该是跌的差不多了，如果他们resubmit FDA application的消息出来，应该马
: 上进入上
: 升通道。
: AMRN，我觉得这个可能会像NFLX一样，你就一直看着上涨，没有机会入手，如果不敢追
: 涨的话。
: CLSN, 今天common stock offering的价格比昨天收盘还高，应该马上会进入狂奔期，
: 目标价格半
: 年内$4-5.
|
t**u
发帖数: 1572 | 44 今天没赚钱?
【在 R*****8 的大作中提到】
: dcth,今天吓死人了，555
|
X*****s
发帖数: 2767 | 45 600股CLSN在3.10出掉了，把DCTH和AMRN的损失补回来了，不知道为什么CLSN会涨，鉴
于目前大盘摇摇欲坠，咬咬牙清仓。
【在 X*****s 的大作中提到】
: 今天把2个股票割肉了
: DCTH割肉在5.77，300股一进一出损失了50块。
: 100股AMRN割在18.47，也损失了50块。
: 手上还剩600股CLSN,南无阿弥陀佛～
|
f**********g
发帖数: 2252 | 46 Celsion Announces Drug Safety Monitoring Board Recommends Advancing DIGNITY
Study of ThermoDox(R) in Recurrent Chest Wall Breast Cancer Into Phase II
1 hours 41 minutes ago - Marketwire via Comtex
MarketwireCelsion Corporation (NASDAQ: CLSN), a leading oncology drug
development company, today announced that after reviewing safety data from
the Company's recently completed Phase I portion of the DIGNITY Phase I/II
study of ThermoDox(R) and hyperthermia in recurrent chest wall (RCW) breast
cancer (the DIGNITY Study), an independent Drug Safety Monitoring Board (
DSMB) has recommended advancing from Phase I to Phase II at 50 mg/m2 of
ThermoDox(R).
The DIGNITY Study is a multicenter, single-arm, open-label, potentially
registrational trial enrolling up to 109 patients with RCW breast cancer.
The study is designed to evaluate the potential for ThermoDox(R) in
combination with hyperthermia to provide local control of superficial breast
cancer recurrence. The primary endpoint is durable complete local response.
The DIGNITY Study builds upon promising data from a Phase I dose escalation
study conducted at the Duke University Medical Center, in which patients (n
=16) demonstrated evidence of clinical activity, either stable disease,
partial response or complete response. Toxicities are consistent with
doxorubicin, the active agent in ThermoDox(R) and a widely used
chemotherapeutic with a well established safety profile.
"Breast cancer recurrence at the chest wall presents a significant treatment
challenge, often resisting surgical, radiologic or chemotherapeutic
intervention," noted Nicholas Borys, MD, Celsion's Chief Medical Officer. "
ThermoDox(R), which releases high concentrations of doxorubicin when RCW
tumors are heated, has demonstrated that it can be safely administered at a
50 mg/m2 dose up to 6 cycles. We look forward to initiating the DIGNITY
Study in the larger Phase II population with a possible expanded inclusion
to other superficial cancers."
"ThermoDox's treatment profile holds promise in a wide variety of
indications where heat-based therapy has demonstrated efficacy, giving it
potential as a pipeline within a product," said Michael H. Tardugno,
President and Chief Executive Officer of Celsion. "As we complete enrollment
in our Phase III HEAT Study of ThermoDox(R) in primary liver cancer, we
will look to aggressive enrollment strategies, including expansion of the
DIGNITY Study's inclusion criteria, with the goal of having clinical data in
two indications as ThermoDox(R) approaches registration."
The DIGNITY Study recruited patients at nine clinical sites within the
United States. Additional information on the study may be found at www.
clinicaltrials.gov.
About Breast Cancer Recurrence at the Chest Wall
Depending on risk factors, up to 40% of women with mastectomies may
experience breast cancer recurrence at the chest wall. The disease is a
highly aggressive form of cancer and is generally defined as the recurrence
of tumor to the area of the initial definitive treatment such as mastectomy.
There are a significant number of women diagnosed with breast cancer
recurrence at the chest wall that have exhausted all treatment options and
cannot be treated with further surgical resection, radiation, or existing
chemotherapy.
About ThermoDox(R)
ThermoDox(R) is a proprietary heat-activated liposomal encapsulation of
doxorubicin, an approved and frequently used oncology drug for the treatment
of a wide range of cancers including breast cancer. ThermoDox(R) is
administered intravenously and in combination with hyperthermia. Localized
mild hyperthermia (39.5-42 degrees Celsius) releases the entrapped
doxorubicin from the liposome. This delivery technology enables high
concentrations of doxorubicin to be deposited preferentially in a targeted
tumor.
ThermoDox(R) has already demonstrated remarkable evidence of clinical
activity in Phase I studies for primary liver cancer and recurrent chest
wall breast cancer. For the primary liver cancer indication, Celsion has
been granted FDA Orphan Drug designation. For recurrent chest wall breast
cancer, ThermoDox(R) is being evaluated in a pivotal Phase I/II open-label,
dose-escalating trial that is designed to measure durable local complete
response at the tumor site.
About Celsion Corporation
Celsion is a leading oncology company dedicated to the development and
commercialization of innovative cancer drugs including tumor-targeting
treatments using focused heat energy in combination with heat-activated drug
delivery systems. Celsion has research, license, or commercialization
agreements with leading institutions such as the National Institutes of
Health, Duke University Medical Center, University of Hong Kong, Mayo Clinic
, the University of Pisa, and the North Shore Long Island Jewish Health
System.
For more information on Celsion, visit our website: http://www.celsion.com.
Celsion wishes to inform readers that forward-looking statements in this
release are made pursuant to the "safe harbor" provisions of the Private
Securities Litigation Reform Act of 1995. Readers are cautioned that such
forward-looking statements involve risks and uncertainties including,
without limitation, unforeseen changes in the course of research and
development activities and in clinical trials by others; possible
acquisitions of other technologies, assets or businesses; possible actions
by customers, suppliers, competitors, regulatory authorities; and other
risks detailed from time to time in the Company's periodic reports filed
with the Securities and Exchange Commission.
Investor Contact
David Pitts
Argot Partners
212-600-1902
Email Contact
SOURCE: Celsion Corporation
http://www2.marketwire.com/mw/emailprcntct?id=C8866373A79EDA1F |
l*********1
发帖数: 517 | |
s*****e
发帖数: 1368 | 48
clsn我觉得近期会回到3以下的，到时候再进
【在 l*********1 的大作中提到】
: 不敢进呀
|
f**********g
发帖数: 2252 | 49 BIO SELL ON NEWS.
【在 s*****e 的大作中提到】
:
: clsn我觉得近期会回到3以下的，到时候再进
|
M***m
发帖数: 762 | 50 没有及时套利,亏惨了...
【在 f**********g 的大作中提到】
: BIO SELL ON NEWS.
|
