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Farmas USA

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Farmas USA
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#101931

Re: Farmas USA

Cantor analyst William Tanner commented, “Whether optimization of NVAX’s RSV vaccine was warranted prior to the Resolve trial is irrelevant at this point, in our view. Data released yesterday support the notion that inclusion of adjuvant and administration of a second dose improved the immune response compared with unadjuvanted vaccine administered only once. That the new formulations are safe may seem mundane, but we are mindful that safety issues could prevent ever having an opportunity to assess efficacy.”

Tanner continued, “Whether NVAX needs a partner to fully develop the vaccine in COPD remains to be determined. Management commented to us that the cost of an adequately sized Phase 2 trial would not be capital challenging for the company (we believe it could cost < $20 million). Establishing compelling proof of concept in COPD could allow the company to access capital to conduct registrational testing, and we believe development partnerships could also emerge with promising data.”

Overall, Tanner reiterates a Neutral rating on Novavax with a price target of $2.00, which implies an upside of 32% from current levels.

Out of the 8 analysts polled in the past 12 months, 7 rate Novavax stock a Hold, while 1 rates the stock a Buy. With a return potential of 126%, the stock’s consensus target price stands at $3.42.

#101932

Re: Farmas USA

CYTX

Falla objetivos primario y secundario del STAR, así que diría que se van a la mierda. La cotización con su batacazo es la que me ha avisado de la noticia. A corto plazo tienen el SCLERADEC II de Francia, que al ser lo mismo en fase 2 puede salir bien si no lo paran antes, porque no tiene sentido invertir más en él, pero es que me parece que no les queda nada más.

 

En el PR de ayer dice que intends to submit the full data set, as a late-breaking abstract, to the American College of Rheumatology meeting in November 3-8, 2017. Simultaneously, we anticipate seeking a post-trial meeting with FDA as soon as possible to define next steps. We further plan to continue to support the investigator-initiated SCLERADEC-II trial in France, which is over 50 percent enrolled.”

«Después de nada, o después de todo/ supe que todo no era más que nada.»

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