Farmas USA

CLDX

Yo acabo de entrar en 4.10.

Suerte, mi mente está centrada en NVAX😉

Cancelada orden compra NVAX 4K a 5,4 y puestas nuevas ordenes de compra 2k a 5,45 (para asegurar) y otros 2k a 5,40, que dudo que entren hoy ....😉

Seguidor, yo he añadido hoy a mi posición de ZIOP a $7,93

BIOINVEST BREAKING NEWS – Special Update – XON – Major Bear Raid Full Of Nothing – Reiterate BUY – Intrexon’s stock was off sharply today as a detailed 8-part short report on the company was published online. Rather than attempting to refute every item of the report, we want to emphasize that the company’s core underlying fundamentals remain intact and unchanged. Any development-stage biotech company is vulnerable to an aggressive and well- orchestrated bear attack, and the volatility is extreme in this particular stock as the CEO owns more than 50% of the Company.

Money losing biotech stocks are often focused on a single high-risk drug candidate, however as we have written several times since our initiation report of 2015, the company is very well diversified with multiple shots on goal across a spectrum of industries. A quick read of the short summary takes pot shots on all of the technologies and financial condition of the Company (FYI they do have over $400 million in cash so no need for any funding for a long time, plus they have a deep pocketed CEO who puts his money where his mouth is). Until the technology turns into marketed products and sales/earnings (e.g., the Company’s Super Salmon was approved by the FDA last year), shorts can do a good job at refuting anything they want. Most of the time, they use warning language from the Company’s 10Ks saying such things as “we have yet to register sales” or “there is no guarantee that we will gain commercialization,” and while this report goes a bit deeper on specifics such as the Company’s Zika technology that is still undergoing field studies in the most important markets (e.g., Brazil), the story of Intrexon is just beginning.

CEO R.J. Kirk has an excellent track record of winning battles with the shorts as both New River and Clinical Data were both heavily shorted stocks before being sold at huge premiums (and making him a billionaire in the process). It is also important to remember that Kirk owns roughly 60% of the company. He is clearly in XON for the long haul. One of the many points the short are making is that smart money has stayed away – whereas Fidelity, one of the most sophisticated in biotech, owns 7%.

XON is a diversified biotech company that, in our view, has done a very good job of positioning the company to capitalize on its broad technology platform. Cell and gene therapy are in their adolescence after a decade plus of stumbles and XON is poised to capitalize from these revolutionary technologies. We are particularly impressed with the healthcare opportunity at XON, which is best exemplified by the cutting edge work being done in cancer by their 50/50 partner ZIOP. At ASCO alone this June (abstracts out May 18th), we are about to see data from ZIOP that in our view will continue to differentiate them from the CAR-T and TCR pack. XON owns 50% of the rights of the ZIOP broad oncology technology as well as ~8% of ZIOP shares. It is our belief that ZIOP’s second-generation technology is worth more than that of JUNO’s $4.8 billion and KITE’s $2.6 billion market caps. Supporting our stance today, was Steifel who reiterated their Buy on XON and defended the stock after the report came out.

This attack reminds us all too much of the constant bear raid the shorts put on Pharmacyclics. Both companies were run by out-of-the box, non-industry thinkers that were previous billionaires based on selling companies at huge premiums, and whose technology/compounds were competing against the bigger, more traditional players. It was frustrating at times defending PCYC, but we all know how that ended up – the Company was sold to ABBV last year for an incredible $21 billion – sending the shorts home for good. We are confident, in due time, XON will face a similar successful fate. Just a note, this bear raid is not likely to quit – as they advertised an “8-part series” of reports defending their position. But we are aggressively recommending Intrexon here and now.

XON is a BUY under 42 with a TARGET PRICE of 60

ZIOP is a BUY under 12 with a TARGET PRICE of 18

Me he metido en VSTM a 1,80.

CYTX sigue alguien dentro? nueva noticia y sigue con fuerza. ay¡¡ como se vaya para arriba

Dentro otro paquete NVAX 2k a 5,45......
Bueno , 4K a 5,50 de media , buena base para bajar media si baja o atacar los 6 largos si llegan ...😉