Topic Archives: Michael Masterson

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  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DBMD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

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

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    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...

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

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    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

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

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

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

    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

    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

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

  • DrKSSMDPhD

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

  • DrKSSMDPhD

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

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

  • DrKSSMDPhD

    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

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

  • DrKSSMDPhD

    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

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

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

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

  • DrKSSMDPhD

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

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

  • DrKSSMDPhD

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

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

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