Home
Forums
New Posts
Illini Basketball
Illini Football
Sports Talk
Log in
Register
What's new
Menu
Log in
Register
Install the app
Install
Forums
General
Chat
Trading Stock/Investing
JavaScript is disabled. For a better experience, please enable JavaScript in your browser before proceeding.
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an
alternative browser
.
Reply to thread
Message
<blockquote data-quote="DaytonIllini" data-source="post: 1085660"><p>Just a quick update.</p><p></p><p>GILD - has been mostly flat to down since I last mentioned it. ABBV's competing regimen was approved and the won a major distribution channel. GILD came back and won a couple. I added to my position on the dip and will hold pending further news.</p><p></p><p>PCYC - Up dramatically since I last mentioned it. Up $45/share since August. I've made quite a bit so I sold half my position that I had held for more than a year. I love their product and it is entering trials with a number of other drugs to form drug cocktails and hopefully expand the indication for use of the drug. Right now it's used in a rare form of lymphoma (mantle cell) and in chronic leukemias. The market for this sort of thing could be really large but there is a competing drug that will possibly be coming out this year.</p><p></p><p>Astellas - Flat. The two drugs are still doing fairly well though the company has not benefited much in stock appreciation to date. There is a competing drug to Xtandi that is in a phase III randomized trial that we are putting patients on. That drug appears to my eye to be a threat.</p></blockquote><p></p>
[QUOTE="DaytonIllini, post: 1085660"] Just a quick update. GILD - has been mostly flat to down since I last mentioned it. ABBV's competing regimen was approved and the won a major distribution channel. GILD came back and won a couple. I added to my position on the dip and will hold pending further news. PCYC - Up dramatically since I last mentioned it. Up $45/share since August. I've made quite a bit so I sold half my position that I had held for more than a year. I love their product and it is entering trials with a number of other drugs to form drug cocktails and hopefully expand the indication for use of the drug. Right now it's used in a rare form of lymphoma (mantle cell) and in chronic leukemias. The market for this sort of thing could be really large but there is a competing drug that will possibly be coming out this year. Astellas - Flat. The two drugs are still doing fairly well though the company has not benefited much in stock appreciation to date. There is a competing drug to Xtandi that is in a phase III randomized trial that we are putting patients on. That drug appears to my eye to be a threat. [/QUOTE]
Verification
Post reply
Forums
General
Chat
Trading Stock/Investing
This site uses cookies to help personalise content, tailor your experience and to keep you logged in if you register.
By continuing to use this site, you are consenting to our use of cookies.
Accept
Learn more…