Topic Archives: Michael Masterson

Several people seem to have mentioned it lately, so I pulled up some data on DynaVax $DVAX, The main essence of this pla...

DrKSSMDPhD on Gumshoe BioDimSum II: Corralling the “A” Biotechs Plus a New Long Selection / Mar 20, 3:45pm

Possibly some of these hedge funds, who occasionally have paid informants and who believe me canvas study sites for hint...

DrKSSMDPhD on Saving Jack Kerouac / Feb 15, 10:09am

For this hypothetical, $MEIP is far less risky than $CLDN. MEIP is not binary, has more than one product in more than on...

Agree totally. It was a thing of transcendent beauty in an intellectual sense. I have post-mortem'd it a million times i...

DrKSSMDPhD on Payola from Portola? / Nov 13, 1:42pm

Hi Larry: their non-forthingcomingness is part of the reason I sold my stake, and believe me I feel pain from Regado als...

DrKSSMDPhD on Tetchy on Tekmira: Time to Short this RNAi Play? / Sep 27, 5:32pm

Dirk Haussecker, the RNA fan and investor, wrote somewhere recently that he just took a huge stake in RGDO. I am sure he...

DrKSSMDPhD on Tetchy on Tekmira: Time to Short this RNAi Play? / Sep 27, 1:25pm

Sharon: Thanks for the kind comments above. I notice that our ranks here seem to have gotten rather smaller since the RG...

DrKSSMDPhD on The Gain from Pain Mainly Explained / Sep 8, 3:21pm

I regard him as having misled investors. This trial was not, was never, a blinded trial. It was open label. Therefore, t...

DrKSSMDPhD on Oxidation for Health…Physical and Fiscal / Aug 26, 1:52pm

Thanks Sharon. The crux issue is this: RGDO halted a trial for review. With most companies this would be to unblind data...

DrKSSMDPhD on Oxidation for Health…Physical and Fiscal / Aug 25, 1:46pm

What's happened with RGDO is deeply troubling. The way the concerns about the phase 3 trial were presented in early J...

DrKSSMDPhD on Oxidation for Health…Physical and Fiscal / Aug 25, 9:59am

The plaintiffs will prevail against RGDO. Mazzo has not said anything of value, given no data. He says unsafe, but where...

DrKSSMDPhD on Oxidation for Health…Physical and Fiscal / Aug 25, 9:36am

Very deeply disquieting RGDO conference call: (1) no mention of absolute number of adverse events (2) no mention of ...

DBMD on A Non-Statin Pill That Really Lowers Cholesterol, Blood Pressure and Inflammation without Side Effects Would be a Good Investment, Right? / Aug 17, 1:03am

To Frank Archambeau and Dr KSS regarding RGDO allergic rxn according to SA braintrust: "Three patients had allergic-lik...

DrKSSMDPhD on A Non-Statin Pill That Really Lowers Cholesterol, Blood Pressure and Inflammation without Side Effects Would be a Good Investment, Right? / Aug 15, 8:51pm

it's lousy, Frank. He is trying to argue it is because the combo of pegnivacogin and anivamersen generates dsRNA. What a...

DrKSSMDPhD on Why Regado May be Oversold / Jul 28, 10:23am

To DBMD: I have tried to hash through in my mind the basis for an adverse, immune-driven reaction to an RNA aptamer. ...

DrKSSMDPhD on The Gain from Pain Mainly Explained (part one) / Jul 21, 6:11pm

Joe: It depends on what CTIX negotiates with donors of funds for studies. Usually the paranoia of the company, the desir...

DrKSSMDPhD on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 14, 4:17pm

Glenn: sorry, I'd not seen your above post about RGDO. I read the paper. Key points: (1) all 3 adverse reactions w...

DrKSSMDPhD on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 11, 9:17pm

Om, yes that is correct, and it is good to see some evidence of ddRNAi catching on. Back on the ancestral thread, one th...

David B. on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 10, 4:57pm

My hope is that pegnivacogin truly stops the bleeding in my portfolio and in patients before everything is said and done...

fsgdu77077 on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 10, 9:30am

Better safe than sorry, I am out my 6000 shares of RGDO pre-market, based on Dr. KSS’s post “ If the FDA swoops in...

isabelle on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 7, 7:48pm

Dr. KSS, Thank you for your update on Regado in post 143. Regarding comment (6), I have had similar thoughts, or sha...

tompaol on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 7, 6:12pm

Thank you Dr for replying my posts on RGDO and CLDN. I am holding on RGDO and will add on hopefully good news coming. ...

DrKSSMDPhD on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 4, 2:02pm

One other point I meant to make about Regado is this: the present trial is enrolling patients who may be in various leve...

DrKSSMDPhD on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 4, 12:17pm

To everyone in Regado: I did some long and deep thinking last night about this situation. I came to a couple of concl...

DrKSSMDPhD on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 3, 9:07pm

Josh: My understanding is that two of the phase 2b reactions were hives, dermatologic, and that one was a hypotensive br...

tanglewood on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 3, 8:50pm

Hi David B, Scan down to Phase iib RADAR clinical trial in this document. There were 3 serious allergic reactions and un...

DrKSSMDPhD on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 3, 7:25pm

Bob: I suggest forbearing, hanging tight. Keep in mind that this trial got to >3200 patients before this review was trig...

DrKSSMDPhD on Hepatitis with a C / Jul 3, 12:51pm

Josh: I will have to disagree considerably with any notion that PEGylation is the origin of the problem. I feel that pap...

biotechlong (btl) on Yellow Eyes, White Powders, and an Unknown Nordic Biotech That May Green Things Up for Investors / Jul 3, 10:04am

Dr. KSS: In your article that introduced us to RGDO, you discussed the potential rewards and risks (including limited h...

aladdin on Hepatitis with a C / Jul 2, 11:41pm

The RADAR Phase 2b Trial summary is here http://www.regadobio.com/wp-content/uploads/2011/02/ACS-Regado-FIXa-Inhibitor-...

DrKSSMDPhD on Hepatitis with a C / Jul 2, 6:53pm

Isabelle: see my post above. I cannot equivocate: this is not good, not at all. For the trial to have provoked an improm...

DrKSSMDPhD on Hepatitis with a C / Jul 2, 6:32pm

Monika and others: it would be helpful if someone could be in on that conference call in the am with Regado and try to g...

DrKSSMDPhD on Hepatitis with a C / Jun 29, 9:06pm

Rex: I remember...we covered MPH before. I would be careful. This is not an excellent drug, not one in wide use, not one...

DrKSSMDPhD on Of Needles, Haystacks, and the Needle-in-a-Haystack Cancer Diagnostics Nanocap That May Belong in Your Portfolio / Jun 18, 11:07am

I think it's a non-trivially good thing Regado got Drew Fromkin onto its board. Fromkin knows how to make things happen....

DrKSSMDPhD on Is Any Big Pharma Outfit NOT Interested in Buying This Little-Known Biotech? / Jun 5, 7:19pm

People interested in Regado really should go to the link Glenn provided above. You can hear a recording of the presentat...

DrKSSMDPhD on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / May 16, 3:57pm

Jim: thank you for your brilliant and wise post. You are always welcome on these threads, as your insight from longevity...

emanigol on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / May 15, 6:22pm

So... if you go to pubmed.gov and search, there are 20 articles listed related to "pegnivacogin" or "anivamersen"....

DrKSSMDPhD on Guaranteed Weight Loss without Surgery, Drugs or Dieting! (Really!) / May 6, 3:45pm

Rex: I think so. It's 75 per cent controlled by entities, with nil short interest. It hasn't been trading long enough to...

DrKSSMDPhD on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / May 1, 8:59pm

Dgcannon: I understand your concern, but keep in mind this is a company doing a trial where the goalposts are almost des...

DrKSSMDPhD on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / Apr 22, 3:31pm

Uh, well, no, that's not correct. BMS's regimen is only for genotype 1b. Merck's isn't even to phase III yet. AbbVie's i...

DrKSSMDPhD on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / Apr 18, 4:17pm

To Robert Stanton, thanks for reading and commenting, but in fact allergy is unlikely to be an issue. To be allergic to ...

sassykind on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / Apr 18, 1:44pm

Hi Doc.KSS, JZstoxx and Glen Newberry, First of all, thankyou Doc. for the headsup on Regado - unfortunately b...

andy451 on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / Apr 18, 1:35pm

Robert, you might attribute the 50% shellacking to a mercurial and gut wrenching shift in market psychology. Imagine p...

DrKSSMDPhD on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / Apr 18, 1:18pm

As regards how I found Regado, I do not follow ANY newsletters or investment advisory services or publications, other th...

newby3867 on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / Apr 17, 9:34pm

Interesting that Regado has a license,manufacturing, and supply agreement with Nektar signed since 2006.They are entitle...

DrKSSMDPhD on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / Apr 17, 7:28pm

David: Yes, "blockbuster" is cliche and mind-dulling. We need a Gumshoe-only shibboleth that means the same thing. Pegni...

David B. on In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences / Apr 17, 7:22pm

The more I read about this one the more I like. I hesitate to say things like blockbuster potential as that sounds like...