Farmas USA

necesidad de contrasplit porque se presume que subir a 1$ por sus propios meritos se hace harto dificil

THLD

Sí que es bueno, y claro que viene a cuento para todo lo que sea inversión en bolsa, por supuesto:)

MTSL Issue 819

http://www.bioinvest.com/wp-content/uploads/2016/01/MTSL-Issue-819.pdf

ALKS, ANTH, FPRX, INCY, MDCO, NKTR, NVAX, OGXI, SGMO, ZIOP

NVAX – RSV Attack Rate Accelerating, Adds Strength To RESOLVE Trial

The Phase III study started a month ahead of plan, and is on schedule for a Q3:16 top-line data release, and BLA filing in H1:17. The primary endpoint of the RESOLVE trial (view clinical trial) is the prevention of moderate-to-severe RSV disease. In the positive Phase II study from last summer (n=1,600) the F-protein vaccine produced a 64% decrease in this endpoint for vaccinated subjects vs. placebo with 19 total events observed (5 vs. 14, p = 0.047). What we learned at the JPM presentation is that the current attack rate (i.e., seasonal severity) of RSV is accelerating and is now expected to lead to a higher rate than last year. Recall that the Company conservatively added about 2,000 additional subjects to the Phase III trial (from ~10,000 to 11,850) to super power (with >90%) the study in case of a weak season. We learned that the RSV season, it appears, will be stronger than predicted, further increasing the odds of a positive outcome.

In addition, the likelihood of a potential ex-US partnership announcement in 2016 appears to be increasing as well. With the plethora of positive data, in our view, a partnership will include sizable economics for NVAX. As a reminder, the Company has $290 million in cash (no debt) and another ~$190 million in cash from non-dilutive partnerships from BARDA (for the flu) and The Gates Foundation (RSV). Their excellent cash position allows NVAX to negotiate any potential partnerships from a position of strength. With the wholly-owned, late-stage disruptive RSV vaccine completing Phase III trials later this year, and likely on the market for the 2017-2018 RSV season, we view NVAX as one of the more attractive stocks and potential takeover targets in biotech. PharaLetter published this about the RSV market this past week: “In addition, the anticipated licensure of the first adult vaccine to offer protection against RSV, Novavax’s RSV-F Vaccine, will also stimulate rapid growth in a previously untapped segment of the RSV marketplace, with elderly patients, especially those living in nursing homes, driving the uptake of this vaccine” (view full article). The NVAX RSV vaccine will be first to market and we believe best-in-class, and will also have a 3-5 year lead on any competitive product.

Framus ...que te parece meter orden de 2000 THLD a 0,30....en vista del contrasplit que viene?....2.000 porque son las que tengo , y 0,30 , porque estoy dispuesto a perder esos 600$ más , a cambio de que suene la flauta....😉.

tienen un ventana de 180 dias todavia (ventana que podria ampliarse). Si yo metiera un largo a THLD no seria por el contrasplit sino por especular, por metesaca. De hacer algo por el contrasplit la cosa seria esperar a que se anunciara y en esa sesion meterle un corto.

THLD

calendario earnings de esta semana
All conference call times Eastern.

Monday, January 25
MediWound Ltd. (MDWD) - 8:30 AM
PetMed Express (PETS) - 8:30 AM

Tuesday, January 26
Johnson & Johnson (JNJ) - 8:30 AM
Stryker (SYK) - 4:30 PM

Wednesday, January 27
Anthem, Inc. (ANTM) - 8:30 AM
Biogen (BIIB) - 8:30 AM
CONMED Corp. (CNMD) - 4:30 PM
Hologic, Inc. (HOLX) - 4:30 PM
McKesson Corporation (MCK) - 5:00 PM
Natus Medical (BABY) - 11:0 AM
Novartis (NVS) - 8:00 AM
St. Jude Medical (STJ) - 8:00 AM
Varian Medical Systems (VAR) - 5:00 PM
Vertex (VRTX) - 5:00 PM

Thursday, January 28
Abaxis, Inc. (ABAX) - 4:15 PM
Abbott (ABT) - 9:00 AM
Accuray (ARAY) - 4:30 PM
Align Technology, Inc. (ALGN) - 4:30 PM
Amgen (AMGN) - 5:00 PM
Bristol Myers-Squibb (BMY) - 10:30 AM
Celgene (CELG) - 9:00 AM
Corcept Therapeutics (CORT) - 5:00 PM
Eli Lilly and Co (LLY) - 9:00 AM
HCA Holdings (HCA) - 10:00 AM
PAREXEL International (PRXL) - 10:00 AM
Quest Diagnostics (DGX) - 8:30 AM
Roche (RHHBY) - 10:00 AM
SurModics (SRDX) - 8:30 AM
Thermo Fisher Scientific (TMO) - 8:30 AM
Zimmer Biomet Holdings (ZBH) - 8:00 AM

Friday, January 29
AbbVie (ABBV) - 10:00 AM
IDEXX Laboratories, Inc. (IDXX) - 8:30 AM
ImmunoGen, Inc. (IMGN) - 8:00 AM

NVAX
Si al final vamos a terminar el mes donde lo empezamos....hoy cerramos por encima de 7 (futuros ligeramente rojillos)

PRXL y TMO pertenecen al sector de empresas de servicios a la compañías farmacéuticas y biotecs. En los últimos años las compañías se han dedicado a cargarse sus unidades de I+D y externalizar todo a estas empresas con lo que estamos creciendo mucho. Mi compañía por ejemplo lleva todo el periodo de crisis creciendo en 2 dígitos pero ahora mismo no estamos en el mercado porque nos compró un fondo de capital riesgo hace 4 años que por cierto nos quiere vender sacando un 5x creo que el próximo año.

Echarle un vistazo a los gráficos de PRXL, TMO, PRAH, Q porque pintan bien.