In A Brutal Biotech Market, A Reason to Be Excited: Introducing Regado Biosciences[ed note: Longtime commenter and reader Dr. KSS, a medical doctor and biotech investor, has agreed to share his thoughts with the Irregulars as one of our guest authors, educating us on health and medicine and sharing some of his biotech investing ideas. He has agreed to the same basic trading restrictions as other paid […]
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Several people seem to have mentioned it lately, so I pulled up some data on DynaVax $DVAX, The main essence of this pla...
Possibly some of these hedge funds, who occasionally have paid informants and who believe me canvas study sites for hint...
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...
Hi Larry: their non-forthingcomingness is part of the reason I sold my stake, and believe me I feel pain from Regado als...
Dirk Haussecker, the RNA fan and investor, wrote somewhere recently that he just took a huge stake in RGDO. I am sure he...
Sharon: Thanks for the kind comments above. I notice that our ranks here seem to have gotten rather smaller since the RG...
I regard him as having misled investors. This trial was not, was never, a blinded trial. It was open label. Therefore, t...
Thanks Sharon. The crux issue is this: RGDO halted a trial for review. With most companies this would be to unblind data...
What's happened with RGDO is deeply troubling. The way the concerns about the phase 3 trial were presented in early J...
The plaintiffs will prevail against RGDO. Mazzo has not said anything of value, given no data. He says unsafe, but where...
Very deeply disquieting RGDO conference call: (1) no mention of absolute number of adverse events (2) no mention of ...
To Frank Archambeau and Dr KSS regarding RGDO allergic rxn according to SA braintrust: "Three patients had allergic-lik...
it's lousy, Frank. He is trying to argue it is because the combo of pegnivacogin and anivamersen generates dsRNA. What a...
To DBMD: I have tried to hash through in my mind the basis for an adverse, immune-driven reaction to an RNA aptamer. ...
Joe: It depends on what CTIX negotiates with donors of funds for studies. Usually the paranoia of the company, the desir...
Glenn: sorry, I'd not seen your above post about RGDO. I read the paper. Key points: (1) all 3 adverse reactions w...
Om, yes that is correct, and it is good to see some evidence of ddRNAi catching on. Back on the ancestral thread, one th...
My hope is that pegnivacogin truly stops the bleeding in my portfolio and in patients before everything is said and done...
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...
Dr. KSS, Thank you for your update on Regado in post 143. Regarding comment (6), I have had similar thoughts, or sha...
Thank you Dr for replying my posts on RGDO and CLDN. I am holding on RGDO and will add on hopefully good news coming. ...
One other point I meant to make about Regado is this: the present trial is enrolling patients who may be in various leve...
To everyone in Regado: I did some long and deep thinking last night about this situation. I came to a couple of concl...
Josh: My understanding is that two of the phase 2b reactions were hives, dermatologic, and that one was a hypotensive br...
Hi David B, Scan down to Phase iib RADAR clinical trial in this document. There were 3 serious allergic reactions and un...
Bob: I suggest forbearing, hanging tight. Keep in mind that this trial got to >3200 patients before this review was trig...
Josh: I will have to disagree considerably with any notion that PEGylation is the origin of the problem. I feel that pap...
Dr. KSS: In your article that introduced us to RGDO, you discussed the potential rewards and risks (including limited h...
The RADAR Phase 2b Trial summary is here http://www.regadobio.com/wp-content/uploads/2011/02/ACS-Regado-FIXa-Inhibitor-...
Isabelle: see my post above. I cannot equivocate: this is not good, not at all. For the trial to have provoked an improm...
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...
Rex: I remember...we covered MPH before. I would be careful. This is not an excellent drug, not one in wide use, not one...
I think it's a non-trivially good thing Regado got Drew Fromkin onto its board. Fromkin knows how to make things happen....
People interested in Regado really should go to the link Glenn provided above. You can hear a recording of the presentat...
Jim: thank you for your brilliant and wise post. You are always welcome on these threads, as your insight from longevity...
So... if you go to pubmed.gov and search, there are 20 articles listed related to "pegnivacogin" or "anivamersen"....
Rex: I think so. It's 75 per cent controlled by entities, with nil short interest. It hasn't been trading long enough to...
Dgcannon: I understand your concern, but keep in mind this is a company doing a trial where the goalposts are almost des...
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...
To Robert Stanton, thanks for reading and commenting, but in fact allergy is unlikely to be an issue. To be allergic to ...
Hi Doc.KSS, JZstoxx and Glen Newberry, First of all, thankyou Doc. for the headsup on Regado - unfortunately b...
Robert, you might attribute the 50% shellacking to a mercurial and gut wrenching shift in market psychology. Imagine p...
As regards how I found Regado, I do not follow ANY newsletters or investment advisory services or publications, other th...
Interesting that Regado has a license,manufacturing, and supply agreement with Nektar signed since 2006.They are entitle...
David: Yes, "blockbuster" is cliche and mind-dulling. We need a Gumshoe-only shibboleth that means the same thing. Pegni...
The more I read about this one the more I like. I hesitate to say things like blockbuster potential as that sounds like...