Farmas USA

Yo creo que va a retroceder o a mantenerse, pero lo único que me dá que pensar es que, en cualquier momento, sacarán una new imporesinoante, y el valor va a explotar, y si estoy fuera, me lo voy a perder...

Un saludo

Ya está en 2,19......
Si no hay new al cierre o mañana, se podrá recomprar otra vez más abajo....

CTIX.....

Destaco un post de un tipo que llevo leyendo una temporada, suele tener las ideas bastante claras y coherentes y ademas me cuadra bastante con lo que he venido comentanfo ultimamente.

En respuesta al timing para un posible acuerdo de partner y muy interesante la info que aporta sobre la adquisicion de Lovaza.

"I don't see amrn mngt waiting that long. You can't compare how long they waited with Lovaza bc Lovaza only had access to Marine a much smaller market. They could have done whatever the wanted since the space was so small.

In the Anchor space its a different story. AMRN will need the help to launch in that market and they don't have much more time to waste. Either that or a much bigger sales force and in order to raise more money to hire that many reps this companies mkt cap needs to get back to at least $2 Bill and stock in mid teens or higher. Other wise they would destroy the company and the stock with diluting it again anywhere under $10-$13...

On a separate note what many people don't know is that the main reason they waited so ling to do the deal with Relaint and GSK for Lovaza was bc they ORIGINALLY tried to do a deal with PFE but it fell through. The first plan was to try and combine Lovaza and Lipitor but bc of Lovaza's s/e's (raising LDL) it failed. So the deal with PFE failed.
Then although GSK couldn't combine Lovaza with their Statin either they still figured they could just add Lovaza to their pipe as another drug on it's own and since Lovaza was the First approved Trig drug they had no competition to worry about.
That as well as Lovaza having NCE is why GSK paid $1.7 Bill for a drug with little sales.

Now look at the entire picture with AMRN and Vascepa. At minimum AMRN is worth $4 Bill when their mkt will be 10x's bigger and Vascepa will be 1st in class just like Lovaza.
However, Vascepa is 1st in class for 40 mill and Lovaza was 1st in class for 4 mill...

A deal of this size takes time. And with BP it's not about "is AMRN worth the $"... It's about BP having all the ducks in a row with AMRN b4 they sign a $4,$5 Bill+ check.
But both Big Pharma and AMRN would be STUPID to not be partnered up before the drug launches in the Anchor market."

Y en respuesta a un post mio sobre este mismo tema.

"Exactly. Another secondary with AMRN mkt and stock under $2 bill would be too big. It would destroy and dilute too much. That is if the SEC even approved it.
They would need at least a $300 mill+ raise min to hire the necessary s/f for anchor and AMRN is not goingt o do that with the company worth $1-$1.5 Bill.. It's not logical or capable.

So at this stage AMRN either needs to STEP up and find a way to get the stock back to $16-$18 or higher and mkt cap to $2 bill or more, before they even consider another secondary.. OR partner/sell the company before year end or Anchor PDUFA...

It doesn't take a Harvard grad to see this.. So yes I agree the company needs to SPEAK UP and Start defending itself so the stock can get some true value to it. Because it has no biz trading down here and the longer they allow WS to beat up their stock, the tougher their road ahead will be, no matter how great they continue to execute.."

---------------

http://seekingalpha.com/instablog/1282351-steve-rosenman/2048882-more-positive-amarin-developments-this-week#comments_header

En resumen, salvo que sean unos necios y acaben destruyendo la compañia, aqui tiene que entrar en escena una Big Pharma por pelotas.

AMRN

Bueno, cerró en 2,17....
Sin new, mañana salgo de pesca....

CTIX

Ahi estaremos :).
Que vengan los primos de Zumosol y que nos lanzen!

Las ARNA ... esta si que ya no se ni lo que hace, ni en que punto esta, ni a donde va ...
Llevo un camion cargado en 7,3x y ya me empieza a parecer hasta caro ...

http://basicsmedia.com/belviq-would-be-the-saving-grace-for-arena-pharmaceuticals-inc-nasdaqarna-4676

Subiendo un 7% en afters ARRY.....

Array Biopharma To Report Top-line Results From ARRY-502 Asthma Trial

BOULDER, Colo., July 22, 2013 /PRNewswire/ -- Array BioPharma Inc. (Nasdaq: ARRY) will report top-line results from a placebo-controlled, randomized, double‘blind Phase 2 trial in mild to moderate persistent allergic asthma for ARRY-502, an oral CRTh2 antagonist and hold a conference call to discuss those results on Tuesday, July 23, 2013. Ron Squarer, Chief Executive Officer, will lead the call.

(Logo: http://photos.prnewswire.com/prnh/20121029/LA02195LOGO)

Conference Call Information

Date:

Tuesday, July 23, 2013

Time:

9:00 a.m. eastern time

Toll-Free:

(888) 771-4371

Toll:

(847) 585-4405

Pass Code:

35320183

Webcast, including Replay and Conference Call Slides: http://investor.arraybiopharma.com/phoenix.zhtml?c=123810&p=irol-irhome

ARRY

ARRY–502 – CRTh2 Program for Asthma
ARRY-502, an oral CRTh2 antagonist, has the potential to be an effective treatment for patients with asthma, particularly those with severe disease, and may have advantages over competitor molecules in development. In various preclinical models of allergic inflammation, ARRY-502 has demonstrated a high level of anti-inflammatory activity. In a randomized, double blind, 14-day multiple ascending dose Phase 1 trial when ARRY-502 was dosed to healthy subjects, ARRY-502 was well-tolerated at all doses evaluated, with all treatment related adverse events being mild. Dose proportional increases in ARRY-502 exposure were observed with overall low inter subject variability. ARRY-502 provided robust and sustained pharmacodynamic activity in this Phase 1 trial.

Inappropriate inflammatory responses to environmental allergens underlie allergic reactions such as allergic asthma, allergic rhinitis and atopic dermatitis, which collectively affect up to 20% of the United States population. Despite the range of treatments used to treat allergic asthma, there remains a significant need for patients with severe asthma as well as for more convenient, safe and effective therapies for those with mild to moderate persistent asthma. Although severe asthma affects only approximately 10% of the asthmatic population, the condition results in approximately 60% of total healthcare costs associated with asthma. Currently, few treatment options exist for patients with severe asthma.

In severe allergic asthma, there is emerging evidence suggesting that a greater presence of the mediator prostaglandin D2, or PGD2, and an upregulation of CRTh2, the biologically relevant receptor for PGD2-mediated allergic response, that is expressed on inflammatory cells, may play a particularly important role in more pronounced symptoms of asthma such as coughing, difficulty breathing, lower lung function and possibly exacerbations. Activation of CRTh2 has been shown to result in chemotaxis and activation of inflammatory cells and stimulate the production of cytokines that are thought to drive asthma pathophysiology, particularly in the Th2-signature population.

Based on the role of CRTh2 in mediating the actions of PGD2, selective antagonism of CRTh2 presents an attractive therapeutic approach to the treatment of allergic diseases spanning the severity spectrum. In addition, there is a potential for patient selection in allergic asthmatics which would increase the likelihood of successful treatment. There are selective antagonists of CRTh2 in various stages of clinical development with compounds currently being evaluated in Phase 2 studies in allergic rhinitis, asthma and eosinophilic esophagitis.

Development Status: Array is continuing a randomized, double blind, six week, 180 patient, Phase 2 trial in persistent asthma. Array expects top-line results from this trial during the second quarter of calendar 2013 and intends to seek a partner for further development of ARRY-502 in this large market disease.