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Farmas USA

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Farmas USA
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#104537

Re: Farmas USA

Entrevista a DoctoRx sobre prespectivas 2018 en el sector...

https://seekingalpha.com/article/4134337-doctorx-positions-2018-biotech-fights-fed

 

  • Fed policy is a potential headwind, especially for more speculative biotech stocks.
  • In the US, there is little opportunity for healthcare as a whole to grow further as a share of GDP. Within healthcare, however, biotech can grow its share.
  • My candidate for center stage among specific drugs and technologies is cell-based therapies, widely known as CAR-T drugs, currently led by Novartis and Gilead.
  • I'm encouraged on a longer-term basis for the biotech sector due to many leaders having P/Es below that of the S&P 500.
  • I'm ready for biotech, as judged by an ETF like IBB, to be an average performer in 2018 but an above-average performer on a longer-term time frame.
#104540

Re: Farmas USA

Estrategia para esta semana , ver por donde van los tiros primero .... Recomprar KERX, TGTX, ACHN. Vamos a jugar a los metesacas centimeros, me van a devolver hasta la ultima perra.

NVAX tambien la tendre en la mira ... Pero por zona 1,0x o paso.

Vigilando REGN y CELG. Tambien ACAD

Y vosotros .. algo en mente ya?

#104541

Re: Farmas USA

Estrategia parecida,,,,
TGTX mal jugadas el viernes, pero espero alegrías en el CP
KERX llevo 800 cromos en el precio.
NVAX las espero con los primeros cromos en los 1.05-8
OTIC Vaya tobogán el viernes.
Haber,,, Suerte a todos para el 2018

#104542

Re: Farmas USA

veo que tb se ponen interesantes para esos mete sacas o para mas a  estas :

cempra (MLNT)

intellia (NTLA)

advaxis (ADXS)

 

#104544

Re: Farmas USA

TSRO

PT cut $80 Piper and Cowen. -7%.