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1
Posted on 12/2/21 at 9:53 pm to jmcwhrter
GSK’s LN drug got bad data back. It won’t be a big player in the LN space anymore.
Posted on 12/2/21 at 10:34 pm to jmcwhrter
There’s not a top 50 drug that’s not owned by big pharma. It’s a matter of when, not if.
Peter should sell from a position of strength after the release of A2 data for no less than $48/share.
If he’s greedy, he could find himself selling out of necessity down the road at $25.
I don’t have faith in Aurinia ever reaching one billion in annual revenue on their own. Historically, it just doesn’t happen.
Peter should sell from a position of strength after the release of A2 data for no less than $48/share.
If he’s greedy, he could find himself selling out of necessity down the road at $25.
I don’t have faith in Aurinia ever reaching one billion in annual revenue on their own. Historically, it just doesn’t happen.
Posted on 12/3/21 at 9:10 am to bayoubengals88
quote:
There’s not a top 50 drug that’s not owned by big pharma. It’s a matter of when, not if.
Peter should sell from a position of strength after the release of A2 data for no less than $48/share.
If he’s greedy, he could find himself selling out of necessity down the road at $25.
I don’t have faith in Aurinia ever reaching one billion in annual revenue on their own. Historically, it just doesn’t
Totally agree with this. I think they have the winning medicine now it's a matter of do they get bled till it's picked up cheap or can they exit sucxessfully
Posted on 12/4/21 at 10:27 pm to oklahogjr
What's everyone make of the bear talk on refills being low to nonexistent? Supposedly only 19 refills on Bloomberg terminals.
Posted on 12/5/21 at 12:45 pm to oklahogjr
quote:Totally misleading.
What's everyone make of the bear talk on refills being low to nonexistent? Supposedly only 19 refills on Bloomberg terminals.
Posted on 12/5/21 at 1:08 pm to bayoubengals88
quote:
Totally misleading.
I can buy this.
I didn't really understand their math or where they were getting numbers from. If it really is a Bloomberg terminal then there's no guarantee it's complete data they're using either
Posted on 12/5/21 at 1:24 pm to oklahogjr
quote:Bloomberg has shown the best three week stretch yet in NRX and TRX. And last week was basically a three day week.
If it really is a Bloomberg terminal then there's no guarantee it's complete data they're using either
Posted on 12/5/21 at 2:01 pm to bayoubengals88
quote:
Bloomberg has shown the best three week stretch yet in NRX and TRX. And last week was basically a three day week.
Right on. If you don't mind me asking how are you getting your data. I'd love to have access and see it just can't get over the price tag....
Posted on 12/5/21 at 5:44 pm to oklahogjr
quote:
If you don't mind me asking how are you getting your data. I'd love to have access and see it just can't get over the price tag....
Are you kidding (edit) me?
This guy named @epausti posts the data from his Bloomberg terminal every Friday morning around 6:00 AM
This post was edited on 12/5/21 at 7:42 pm
Posted on 12/5/21 at 6:20 pm to bayoubengals88
quote:
Are you getting me?
No I've been working off sketchy second hand info for a year man..... That and conference call or other days releases.
quote:
This guy named @epausti posts the data from his Bloomberg terminal every Friday morning around 6:00 AM
Thank you sir. Time to go follow and see what i can do. It's either time to look for a door or to make a bigger bet. Just not sure which way to go.
This post was edited on 12/5/21 at 6:21 pm
Posted on 12/5/21 at 7:43 pm to oklahogjr
Right now it’s pretty simple. Wait for A2.
I’m thinking this week…
I’m thinking this week…
Posted on 12/6/21 at 1:08 pm to bayoubengals88
quote:
Right now it’s pretty simple. Wait for A2.
I’m thinking this week…
If it could hold out till the 15th that would be pretty sweet for me. But a run before then works too
Posted on 12/6/21 at 2:28 pm to oklahogjr
So based on this mornings numbers basically we should see them continue to blow it out of the water.
I get why the scripts slowing and no refill post makes little sense now.
I get why the scripts slowing and no refill post makes little sense now.
Posted on 12/6/21 at 3:22 pm to oklahogjr
quote:Are you referring to last Friday’s update?
So based on this mornings numbers basically we should see them continue to blow it out of the water.
Posted on 12/7/21 at 7:25 am to bayoubengals88
quote:
you referring to last Friday’s update?
Yeah that's the one I'm reading and I guess the prior weeks. Seems like all good signs
Posted on 12/9/21 at 5:27 am to oklahogjr
Posted on 12/9/21 at 6:04 am to MSTiger33
Up 7% PM. Going to be a fun day and weekend.
Posted on 12/9/21 at 6:30 am to MSTiger33
quote:
There were four deaths during AURORA 2 in the active control group, none in the voclosporin-treated group.
This post was edited on 12/9/21 at 6:49 am
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