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Farmas USA

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Farmas USA
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Farmas USA
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#107929

Re: Farmas USA

Te entiendo, pero no puedo desear lo mismo (salvo que recupere todo el mismo día), que yo sí las llevo hace ya bastante tiempo a 15,75 o así... ya ni me acuerdo, estoy esperando dividendos creo XDD

HZNP

#107931

Re: Farmas USA

ARNA

Del Osborne comentando el ER y la sesión de preguntas y respuestas sobre las similitudes y diferencias entre el ozanimod de CELGy el etrasimod de ARNA

it was determined that Ozanimod had uncharacterized metabolites which caused the FDA to not accept the NDA for the drug. With Etrasimod being closely compared to Ozanimod, Arena had to step forward and speak about whether or not similar concerns would exist in its candidate.

What management stated was that it was very familiar with both drugs, has run testing on both in a lab and that it sees no similar issues with Etrasimod. Essentially, Arena management stated that it would appear that Ozanimod is a step up from Celgene's Gilenya, but falls short of being the next generation in treatment. Arena indicated that the safety profile, dosing profile, and half-life characteristics of Etrasimod take treatment to the next level.

Arena's confidence was high, and while investors cannot ignore the risks, the potential here seems to be great. Ozanimod hit its hurdle as a treatment for MS, a treatment that Etrasimod is not yet chasing. This means that both drugs could see decent market penetration once ultimately approved. The 1-year setback experienced by Celgene should be something that will help Arena as it tries to attract investment dollars or potential partners.

Etrasimod

treatment of multiple immune and inflammatory diseases.

  • Ulcerative colitis (UC): Positive Phase 2 data achieved in March 2018 and the company intends to initiate a Phase 3 program in late 2018.
  • Crohn's disease (CD): The company is in the planning stage and working on a development path forward.
  • Primary biliary cholangitis (PBC): A Phase 2 clinical trial is currently enrolling patients.

Ralinepag

selective prostacyclin receptor agonist intended for the treatment of pulmonary arterial hypertension (PAH). Arena intends to initiate two standalone, Phase 3 registrational studies, as well as additional differentiation studies, in the second half of 2018

Olorinab (formerly known as APD371)

intended for the potential treatment of visceral pain, specifically pain associated with Crohn's disease. This program has had a slower than desired

positive feedback as opioid addiction remains a central news topic discussion.

plans to complete enrollment in its Phase 2 trial in Q2 2018, and anticipates publishing results in Q3 2018.

https://seekingalpha.com/article/4171635-arena-reports-q1-earnings-loss-32-million-critical-etrasimod-update

 

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

#107932

Re: Farmas USA

MLNT

upgraded to Outperform with a $15 (101% upside) price target at Robert W. Baird.

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

#107933

Re: Farmas USA

MLNT

Pues yo las he soltado a 8,90 des de los 7,75 ya tengo suficiente. Si le da por cerrar el gap igual le meto otra vez. A ver si esta es la buena y os vuelve hacia los 10-12$! Suerte!

#107934

Re: Farmas USA

HZNP

-12% es suficiente dip o quieres más? Me parece que es buen mete-saca esta vez

#107936

Re: Farmas USA

Pues de momento mis Call a 17,5 con vencimiento septiembre van subiendo tambien y ya me van dando beneficios
MLNT

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