Farmas USA

RDUS
Ya estaban tardando! Acaban de anunciar que han comprado $5M más

Dozens of hospitals slashed use of two key heart drugs after price hikes

De Valeant, pero es un hecho a tener en cuenta por todos. Es obvio que siempre se buscarán alternativas más baratas.

Lo que interesaría saber es si la nitroglicerina es una alternativa equivalente real al Nitropress y la dobutamina al Isupress. ¿Alguien lo sabe?

https://www.statnews.com/pharmalot/2017/08/10/hospitals-heart-drugs-prices-2/

bueno ... pues parece que el gato de marras ya termino de brincar ... a ver ahora como cerramos la semana ... 

SGYP

Tengo orden en ese mismo punto, pero me estoy pensando si pausarla...

Los stops a veces vienen bien y otras veces ... Ains ...
KIN +6%
Tratare de tomarme la revancha la proxima semana ...

que alguien le meta un corto a esto por mi, por fa ...

DVAX

TGTX

En esta ahora sí estoy más tranquilo. Como he leído en Twitter, es una compra más segura ahora en 10 que hace unos meses en 4.  No hay noticias pero hay mucho valor a poco que salgan bien las cosas.

DVAX

Por lo que he leído, han colocado 75M de los 125M que pensaban (a $14.1), se cierra el 15 de agosto.

https://twitter.com/princetongb/status/895753428726665216

BLCM

He encontrado info en un informe que ha puesto como muestra Napodano:

BLCM's 5C score drops 1 points to 19 after the Q2 results. Nothing really wrong with the story, but the cash position is now down below 2 years. It's still solid at $130 million, which equates to 7 quarters of burn. Things seem to be progressing, albeit slowly with the pipeline. Timelines on some of the trials have slipped but haven't completely fallen off a cliff. The company should have more data on BPX-501 at ASH later in the year and we finally got (some) confirmation on the pathway in the U.S. I think the company will have a very busy December and 2018, but things might be slow until December. The market does not like slow, so the stock took a big hit. At least the new CEO reset expectations. In that sense, I think the selling was overdone. BLCM is still a fundamentally good story and if you're a long-term investor, worth a look.

También comenta sobre PIRS, que ha bajado un 30% desde máximos:

PIRS went into the Q2 report as the top-scoring Bio5C name and it will likely stay that way after all reports are updated. The Cash position is solid at $99 million and another $12.5 million from AZN is expected later this quarter when the first patient is dosed in the Phase 2 PRS-060 trial. The IND on PRS-343 has been accepted and that Phase 1 trial should start later this year. All other programs are on track. It's been a few months since the company signed up a major international pharmaceutical company. There aren't that many left not working with PIRS! It's only a matter of time.

http://www.bionapinc.com/2017/08/the-bionap-weekly-newsletter.html