Farmas USA

Mi aportación a este hilo es ARRAY BIOPHARMA (ARRY)... A ver que opinas... S2

Si a VVUX le han subido a comprar, a ARNA no le han subido también?
Sabéis alguno algo al respecto?

Ambas andan a vueltas con aspectos regulatorios sobre productos antiobesidad. Hay un hilo
Arena Pharmaceuticals, Inc

S2

No está mal, pero salvo sorpresas, les falta bastante tiempo para dar el subidón. Tienen un portfolio interesante, aunque de lo que desarrollan por sí mismos sólo 2 productos están en fase II.
En cambio, tienen multitud de acuerdos de colaboración con varias farmacéuticas y biotechs de las "de referencia". Por ahí podría venir una buena fuente de ingresos, via "milestones" y royalties. Sin embargo, las expectativas de los analistas es que no den beneficios hasta 2016. No es que sea necesariamente malo, pueden ir bien las cosas en ingresos pero reinvertir aún más en I+D. Si las expectativas son buenas y sus inversores lo aguantan...
Por lo demás, la cotización va bien este año, pero si miras atrás han tenido sus altibajos en el pasado...
S2

Palatin Technologies. Me gusta su técnico.

Palatin Technologies, Inc

Palatin Technologies, Inc. (Palatin) is a biopharmaceutical company engaged in the development of peptide, peptide mimetic and small molecule agonist compounds with a focus on melanocortin and natriuretic peptide receptor systems. As of June 30, 2010, the Company had three drug development programs, including Bremelanotide, Peptide melanocortin receptor agonists and PL-3994. Bremelanotide is a peptide melanocortin receptor agonist. PL-3994 is a peptide mimetic natriuretic peptide receptor A (NPR-A) agonist, for treatment of acute exacerbations of asthma, heart failure and refractory or difficult-to-control hypertension. The Company has licensed several families of melanocortin receptor-based compounds for treatment of obesity, diabetes and related metabolic syndrome to AstraZeneca AB (AstraZeneca).

Que pasa con TBET, las del chino tibetano? Se ha echado atras o que con lo de dar duros a cuatro pesetas?
-9% en pre.

NPI... TVX bis

NEW YORK, April 2, 2012 /PRNewswire via COMTEX/ -- Keryx Biopharmaceuticals, Inc. KERX -65.04% reported today that the Phase 3 "X-PECT" (Xeloda® + Perifosine Evaluation in Colorectal cancer Treatment) clinical trial evaluating perifosine (KRX-0401) + capecitabine (Xeloda) in patients with refractory advanced colorectal cancer did not meet the primary endpoint of improving overall survival versus capecitabine + placebo.

This Phase 3 trial was conducted pursuant to a Special Protocol Assessment (SPA) agreement with the FDA. 468 patients at sixty-five U.S. sites participated in this study.

Ron Bentsur, Chief Executive Officer of Keryx, stated, "We are all extremely disappointed with the results of the study. We thank the investigators who participated in what we believe was a well-run study, despite the outcome. We will evaluate whether our Phase 3 study of Perifosine in relapsed/refractory multiple myeloma will continue as planned."

Mr. Bentsur commented further, "With approximately $31 million in cash as of March 31, 2012, and a well-controlled burn rate, we plan to focus our resources on the pending completion of the Zerenex (ferric citrate) long-term Phase 3 study for end stage renal disease (ESRD) patients with hyperphosphatemia, expected in the fourth quarter of 2012, and the New Drug Application (NDA) filing for Zerenex which will hopefully follow shortly thereafter."

Esperemos que THDL no se desinfle con esta.S2