Farmas USA

HZNP

Menudo gatillazo...

CELG

Dentro 87,55

La estaba mirando justo ahora ... CELG en semanal ...

 

la verdad es que no me atrevo a comprar nada .... me he quitado las BIIB por +60 pavos ( pese a estar respetando cierto soporte ) solo porque era lo unico que llevaba en verde ... esto no mola nada ... 

CELG

Por lo pronto me ha parecido buena entrada con la rayica en diario de los 87,35 y la constelación de gráficos de ese momento. Creo en que Celgene rebota bien después de las caídas.

Los 83 ya están peligrosamente cerca del gap de los 80 :D . Me he reservado otra entrada por si las moscas.

CELG por falta de tiempo ....dichosos vuelos ...deje compra de 100 cromos a 88 ...que por supuesto ha entrado ...ahora tengo 300 cromos a 98...lo bueno , he bajado de los 100, lo malo que con más tiempo y paciencia , podía afinar más ...pero de momento no tengo bola de cristal ...y mira que la busco 😉

CELG

yo no he comprado. este último error le resta bastante credibilidad y veo mas dificil los rebotes. 

AKAO
Te acompaño con 1k a 10,15

ACAD

Resumen de la rueda de prensa

robust uptake in NUPLAZID with revenue of $125 million, including $43.6 million in the fourth quarter. And as we look to 2018, we expect net sales to more than double to between $255 million and $270 million. Our 2018 guidance rest on strong volume growth for NUPLAZID. Continued growth day after day in the number of patients taking NUPLAZID; growth in the number of physicians prescribing NUPLAZID

The growth we're seeing is consistent with what we often see with paradigm shifting drugs. Because NUPLAZID treats a chronic progressive condition, patient should take the drug every day for the rest of their lives.

Our other late stage program in schizophrenia inadequate response, schizophrenia negative symptoms and major depressive disorder also continue to move forward. This year and next, we'll have a number of milestones and data readout from the MDD study expected in the second half of 2018 and results from our 2 schizophrenia studies expected next year.

Phase II CLARITY study is a 10-week randomized double-blind, placebo-controlled multi-century study, designed to evaluate the efficacy and safety of adjunctive use of pimavanserin in patients with MDD who have an inadequate response to standard antidepressant therapy, we did an SSRI or SNRI. 188 patients. The primary endpoint is the change from the baseline on the Hamilton depression rating scale total score. Top line data from this study are expected in the second half of this year.

Pimavanserin also have the favorable tolerability profile. In contrast, other antipsychotic tier significant side effects and tolerability issues. Against these backdrop, we are advancing 4 late stage development programs in CNS areas, where there are either no approved treatments or there is a strong need for improved treatment options.

initiated our Phase III HARMONY study in dementia-related psychosis last quarter, and we also were pleased to receive Great in Therapy Designation from the FDA for this indication, which underscores several things: This (inaudible) of the condition, the fact that there is no approved treatment and the compelling data we generated from our earlier studies in Alzheimer's and Parkinson's patients.

cash used in operations was approximately $30 million for the fourth quarter, and we ended 2017 with $341 million of cash on our balance sheet.

 

Preguntas importantes, que son las que se reflejan en el artículo del Bastardo:

On the commercial question, 22% sequential growth, 3Q to 4Q, could you help us understand the impact of pricing within the quarter versus new patients and their persistence? What was the greatest contributor to that growth?

We did raised price during the fourth quarter, and so that was a contributor to the growth. We also had a little higher growth to net having against us against a little shrinkage of inventory in the channel that [indiscernible] So underlying demand growth it is in the high-single digits range for Q4.

Correct me if I'm wrong, but from our math, we're looking at, from Q3 to Q4 in 2017, we see about single digit percent organic growth, just maybe volume growth, patient growth. And for 2018 guidance, without any additional price increases, it looks like a sequentially quarter-over-quarter looking at low-double digit percent to mid-teens percent growth sequentially in patients for 2018. Is that math, right? And I guess, if so, what do you expect is going to be driving kind of a real pickup in volume growth sequentially?

We're seeing an attractive growth in patient acquisition and physician driving drug, we're continuing to grow the long-term care. So we think that this is a disorder where the, as we've mentioned, there is a big gap in communication around the disease. And for all the reasons that we've mentioned earlier, we anticipate this continuing to be a very, I characterize this as [indiscernible] interpret this differently, but just a very steady continued growth curve as we typically see, which is different than the growth curve you might see with oncology drug or rare disease drug.

Al margen de todo ello, la explicación sobre los esfuerzos de representación y publicidad a mí, que soy ajena al tema, me han convencido mucho. Tengo que preguntarle a mi amigo que participó en el ensayo y estaba encantado a ver cómo ha seguido la cosa.

https://seekingalpha.com/article/4151503-acadia-pharmaceuticals-acad-ceo-stephen-davis-q4-2017-results-earnings-call-transcript?app=1&auth_param=spha:1d9cdlj:df0fcccaef637c969357d53cc7eb2e4e&uprof=44