Farmas USA

Por el momento double bottom

NVAX

NVAX

A ver si les vale con lo que han barrido, espero que sí

Siempre + ....nunca - ...☔️....eso sí , con buen paraguas que se divisan nubarrones ....

articulo de Barrons

Novavax (ticker: NVAX) management continues to expect release of top-line data from the Phase 3 Resolve trial of the company’s respiratory syncytial virus (RSV) vaccine during this quarter. If safe and effective, the vaccine would likely be the first active vaccine for preventing RSV infection to be marketed. The significance of the global unmet medical need should, in our opinion, position Novavax well to negotiate from a position of strength with multiple partners seeking to gain access to ex-U.S. market rights.

Management commented that safety and primary and secondary endpoint data would be released when the top-line data are disclosed. Commentary on other details was not provided. Given the nature of pre-clinical data (e.g., generation of palivizumab-like antibodies) and the Phase 2 data released last year, we have optimism that the trial will be successful. One of the most common questions we hear is how a “weak” RSV season might impact the outcome given the historically low attack rate, ~4%. Unlike seasonal influenza, the degree of severity of the RSV season does not vary significantly from year to year, as we understand.
Management has noted previously that significant interest has been expressed by potential partners, a comment we do not find apocryphal. We suspect Novavax may have a “short list” of potential partners and that provision of “good” data would serve as a catalyst to invite serious negotiation. The partnership could have many benefits including infusion of non-dilutive capital (upfront, milestone and royalty payments), access to a global commercial infrastructure and assistance with manufacturing scale-up costs. We are mindful that by retaining U.S. commercial rights, Novavax could position itself as an attractive acquisition target.
Other programs are moving along well. Although all eyes are on the Resolve data release, we believe investors should also pay some attention to the pipeline.
Management commented that clinical testing of the combination RSV/seasonal flu vaccine is expected to commence in first-half 2017. If safe and effective, that single vaccine could confer protection against two viral infections from which there can be significant pulmonary involvement. Unsurprisingly, management also commented that Zika is a focal point. Novavax’s insect-cell technology appears particularly well suited to rapidly develop a vaccine for that emerging threat. By contrast with pandemic vaccines, we believe it may be possible that a Zika vaccine is a commercial product (i.e., not just for pandemic planning).

NVAX

Para el que quiera echarle un ojo y tenga efectivo, HZNP, creo recordar que tiene un gap sin cerrar sobre los 28$ un 21% sobre los precios actuales.
Yo la veo con ganas.
Hablo de memoria, que después del día de ayer ando en stand by.

FBR update $17
http://www.smarteranalyst.com/2016/08/11/novavax-inc-navx-shares-outperform-fbr/

NVAX

mi mujer hace un momento:

"a mi no me hace falta ver las velas chinas ni gaitas, solo con verte la cara ya se si NVAX sube o baja. Hoy no ladras asi que estan subiendo, me equivoco?"

Ain, como nos conocen ....

NVAX

Yo le he abierto hoy al nene una cuenta demo para que juegue, aquí al lado mía con su computador. Se lo ha gastado TODO en Novax hoy 6.79, y dice que a 7 vende.