Farmas USA

NVAX ha iniciado programa para el Zika.

ONTY

Oncothyreon Announces First Patient Dosed in Randomized Phase 2 ONT-380 Combination Trial in Patients with HER2-Positive Breast Cancer

http://finance.yahoo.com/news/oncothyreon-announces-first-patient-dosed-130000972.html

- Initiated early stage Zika vaccine program

- 4th Qtr burn rate will continue through Q2 2016. Start slowing some in Q3 - Buck Philips

- Now is the time for real discussions for non-US partners - Stan Erck

- Combo vaccine trial will start in 1H 2017

- Thinking of making changes to Influenza vaccine - Stan Erck

Algunas claves de la conferencia, la ultima no mola nada, ahora se explica porque tanto retraso con el programa de la gripe ...  :( Aunque realmente no se que van a querer cambiar cuando los resultados de la fase 2 fueron muy buenos ...

NVAX

Respecto a ese último punto que comentas también hay mención (sin mucha explicación) en el 10K:

During 2015, we recognized revenue of $33.3 million and have recognized approximately $112 million in revenue since the inception of the contract. In recent meetings with HHS BARDA, we have been discussing the next steps in both our seasonal influenza VLP vaccine program and our pandemic influenza VLP vaccine program, as well as some of the delays associated with our development of both vaccine candidates. We expect to continue discussions with HHS BARDA during 2016 and to present plans for continued clinical and product development, although there can be no guarantee that the HHS BARDA contract will not be terminated early or will be extended beyond September 2016.

NVAX

Pues la verdad es que no me gusta nada. Entiendo que hay puntos en conflicto a solucionar para que se sigan recibiendo fondos BARDA para el desarrollo de ambas vacunas.

Espero estar equivocado.

NVAX

Crecimiento del 43% de trabajadores entre 2014 y 2015 (eso es una pasta!jaja)

As of February 23, 2015, we had 308 full-time employees, of whom 62 hold M.D. or Ph.D. degrees and 72 of whom hold other advanced degrees. Of our total workforce, 251 are engaged primarily in research, development and manufacturing activities and 57 are engaged primarily in executive, business development, finance and accounting, legal and administrative functions.

As of February 24, 2016, we have 443 full-time employees, of whom 95 hold M.D. or Ph.D. degrees and 109 of whom hold other advanced degrees. Of our total workforce, 390 are engaged primarily in research, development and manufacturing activities and 53 are engaged primarily in executive, business development, finance and accounting, legal and administrative functions.

NVAX

Nvax

De 4'50 no la bajan en el pre, está super controlada por ahora...

gracias Mugi, ni me he mirado el 10K todavia, voy a esperar a la transcripcion de la conferencia a ver que cuentan, mañana o pasado.

NVAX