Farmas USA

Skhreli pataleando, en respuesta a la campaña de la industria farmacéutica “Less hoodie, more lab coats.” en clara referencia a su modelo en Turing vs biotech I+D. Skhreli, para dar por saco acaba de abrir una web en la que apunta a todos los incrementos de precio de las farmas en sus productos. Este tio siempre ayudando.
http://www.pharmaskeletons.com

Uff, debía ser calentito el último board...

CASC

BlackRock acaba de anunciar que ha incrementado su posición en GILD y tiene ahora un 7,5% siendo así el mayor fondo inversor en la compañía.

Del final de la página (me hizo gracia):

"Just a reminder.
You: Washington Lobbyist piece of shit.
Me: A guy who has done R&D and started two drug companies. When you learn what a nitrogen atom is, you can talk about me."

Por cierto, alguien ha comprado alguna farma con una cuenta en euros y recuerda qué "comisión oculta" le han cobrado? Recuerdo que framus comentó hace un tiempo que había descubierto que Bankinter le metía una buena mordida (la comisión oculta es la diferencia entre el tipo de cambio oficial y el que te aplican). Gracias!

Creo que en mi caso fue del 1% encubierto.

TGTX

Nuevo ODD, ya no le deben quedar estudios que no tenga esa consideración...

TG Therapeutics Announces Orphan Drug Designation for the Combination of TG-1101 and TGR-1202 for the Treatment of Diffuse Large B-cell Lymphoma

http://ir.tgtherapeutics.com/releasedetail.cfm?ReleaseID=1008887

GILD semanal ... pfff

GILD

Gilead trades so cheap that we don't need to figure out the trajectory of the hep C market. We also don't need to make any judgments about the value of Gilead's pipeline. The value of Gilead's HIV franchise alone is worth the current stock price.

We know that most HIV drug sales should continue to grow out to at least 2030 which is when Gilead's last patent expires. The company has been able to extend patents by combining multiple drugs into one compound so tricks like this could extend patents even farther. We were conservative in our approach to sales by projecting only 6% annual increases rather than the 9% average over the past three years. We used profit margins of 77% which is Gilead's operating margin before R&D costs (we are valuing their pipeline separately) for the last fiscal year.We also used a discount rate of 10%.

Using those numbers we get a net present value of $109B for Gilead's HIV drug franchise. Considering the company has no net debt and currently has a market cap of $92.71B we are basically getting the rest of Gilead's businesses plus some cash for free.

http://seekingalpha.com/article/4038838-buy-gileads-hiv-franchise-get-rest-company-free