Farmas USA

sorry, Pat12, no la sigo. Es muy chiquitinaaaaaaaa ;)

te ha llamado la atencion por algo en concreto?

Los de Rising Bulls me envian correos de vez en cuando informando sobre valores que ellos creen que pueden ser interesantes, en este caso ha sido sobre IBIO, dice lo siguiente:

iBio develops and offers proprietary products and product licenses, based on its proprietary iBioLaunch and iBioModulator platforms, providing collaborators full support for turn-key implementation of its technology for protein therapeutics and vaccines.

- The iBioLaunch platform is a proprietary, transformative technology for development and production of biologics using transient gene expression in unmodified green plants.
- The iBioModulator platform is complementary to the iBioLaunch platform and designed to significantly improve vaccine products with both higher potency and greater duration of effect. The iBioModulator platform can be used with any recombinant expression technology for vaccine development and production.

In Brazil, iBio has been collaborating with Oswaldo Cruz Foundation (Fiocruz) and Fraunhofer Center for Molecular Biotechnology since 2011 to develop a recombinant yellow fever vaccine based upon iBio technology.

The Company holds a multiproduct license and collaboration agreement with Brazil’s Bio-Manguinhos/Fiocruz and the Fraunhofer USA Center for Mulecular Biotechnology for an iBioLaunch produced recombinant yellow fever vaccine and other products.

Bio-Manguinhos/Fiocruz, the leading producer of yellow fever vaccines for worldwide use, is recognized internationally as a manufacturer of immunobiologicals for public health needs.

To date, the collaboration has yielded highly successful results. Yellow fever vaccine candidates based on iBio’s proprietary technology, including virus-like particles and traditional antigen formulations, have been successful in rodent virus-challenge studies.

The World Health Organization (WHO) estimates that each year approximately 200k people are affected by yellow fever worldwide and approximately 30k die from the disease. Travel around the world requires a yellow fever vaccine; as such the market is absolutely enormous.
In 2009, the demand for Yellow Fever vaccine was 105M but only 75M doses were produced. IBIO is partnered with the leading producer of yellow fever vaccines and with their groundbreaking technology they have a real opportunity to transform this marketplace.

Aside from their Yellow Fever vaccine the Company has been making headlines in a Big Way.

In recent news iBio reported the allowance of a Chinese patent on its lichenase fusion protein technology for therapeutic proteins and vaccines.

Take a look at this quote from iBio’s President, Robert Erwin, "China is another important market for our technology and products. Like Brazil, China is a fast growing healthcare market which has no substantial history or prior commitment to older biotechnologies that would compete with our iBioLaunch™ and iBioModulator™ solutions."

Speaking of patents, earlier this year IBIO reported the allowance of two U.S. patents for monoclonal antibodies targeting influenza.

According to BCC Research, the global influenza market will grow at 8% CAGR from 4B in 2013 to nearly 6B in 2018.
The largest segment of the market, vaccines was valued at 2.8B in 2008; this is projected to reach 4.2B in 2014, at a 5-year CAGR of 5.6%.
Annually, up to a half-million people die of influenza and with the threat of a pandemic in any given year, government agencies and disease prevention organizations are devoted to gaining control of the situation.

The market for Vaccines is enormous and a technology such as that of IBIO could transform this sector.

The Global Vaccine Market tripled in value from 5B in 2000 to almost 24B in 2013.
The Global market is projected to rise to 100B by 2025.

There could be quite a bit of room for growth here with 80% of the population in developing countries representing less than 20% of the global market.

IBIO seems to have key partnerships and could potentially change the Vaccine market and their creation process.

The Company recently announced they will be attending the 3rd Annual Gateway Conference. The event will showcase high-growth public companies from a wide range of industries.

Más que nada era preguntar por si os podía resultar interesante también en este foro, pero si es una compañia pequeña....igual no merece la pena prestar atención :-)
Muchas gracias por la respuesta!

Pat12, lo primero que hago siempre es mirar su capitalizacion (mkr cap) y el nivel de institucionales que tiene(Inst. Own).
https://www.google.com/finance?q=NYSEMKT%3AIBIO&ei=RnHdU7DgLpO-wQOB2IGIDQ

En este caso son 28 millones solamente y un 2%, muy flojo,
Es decir, un chicharro que ademas al estar por debajo de 1$ no esta en el Nasdaq sino en la bolsa de NewYork.

Por lo demas el viernes tuvo un volumen muy gordo , pero no he indagado mas.
Es de esos stocks que, por el tamañico que tienen, si hacen algo bueno se te pueden disparar a las nubes subiendote por encima de 1$ pero que mientras tanto estas a merced de sus cambios de humor .... acabo de ver la grafica de los ultimos 4 años que venia de los 5$ y practicamente un continuo declive hasta los precios actuales.

Sobre lo que te han enviado, estoy de acuerdo, es muy cierto, el mercado de la gripe es tremendamente lucrativo. ... Pero quizas algun compañero por aqui la este ya siguiendo y conozca

IBIO

Mejor no meterse en cosas complicadas, es que cuando veo valores baratos me llaman la atención pero son chicharros como tu dices. A mí tampoco me gustan los valores que vienen en declive desde hace tantos años, lo normal es que siga en la misma línea, a excepción de algún algún pico que hacen de vez en cuando, pero vete a saber en qué momento. Es jugársela al casino. Miraré siempre lo del Mkt cap y Inst Own, no lo sabía. Muchísimas gracias por la información que siempre me lleva a aprender algo.

Un stock puede tener un PRECIO de 0,5$ y por VALOR estar caro y otro con 4$ estar barato.
Si te interesa el tema de la gripe , NVAX libera datos en Sep-Oct de fases I y II , y si las cosas no se tuercen, ahora esta a precio bueno.
Soy un pesado con esta farma, lo se, pero aun trato de encontrar una new , una info ... que sea negativa.

En NVAX quiero entrar nada más pueda, lo que pasa es que estoy pillada en ARIA (y FCEL), tengo ganas de liberarme de ellas (!me tienen aburrida!).

creo que sí hay dilución o eso entiendo.

Common stock offered by us pursuant to this prospectus supplement Shares of common stock having an aggregate offering price of up to $30,000,000.

Manner of offering “At the market” offering made from time to time through our sales agent, MLV. See “Plan of Distribution” beginning on page S-7 of this prospectus supplement.

Use of proceeds We intend to use the net proceeds from this offering, if any, for working capital and general corporate purposes, including research and development expenses, general and administrative expenses and manufacturing expenses. See “Use of Proceeds” on page S-5 of this prospectus supplement.

NASDAQ Capital Market Symbol
Our common stock is listed on The NASDAQ Capital Market under the symbol “THLD”.

Risk factors Investing in our common stock involves a high degree of risk. Please read the information contained in and incorporated by reference under the heading “Risk Factors” on page S-3 of this prospectus supplement and under similar headings in the other documents that are filed after the date hereof and incorporated by reference into this prospectus supplement and the accompanying prospectus, together with the other information included in or incorporated by reference into this prospectus supplement and the accompanying prospectus, before deciding whether to invest in our common stock.

If you invest in this offering, your ownership interest will be diluted to the extent of the difference between the public offering price per share and the as adjusted net tangible book value (deficit) per share after giving effect to this offering. We calculate net tangible book value (deficit) per share by dividing the net tangible book value (deficit), which is tangible assets less total liabilities, by the number of outstanding shares of our common stock. Dilution represents the difference between the portion of the amount per share paid by purchasers of shares in this offering and the as adjusted net tangible book value (deficit) per share of our common stock immediately after giving effect to this offering. Our net tangible book value (deficit) as of June 30, 2014 was approximately $(28.3) million, or $(0.48) per share.

After giving effect to the sale of our common stock pursuant to this prospectus supplement and accompanying prospectus in the aggregate amount of $30.0 million at an assumed offering price of $4.06 per share, the last reported sale price of our common stock on The NASDAQ Capital Market on July 28, 2014, and after deducting commissions and estimated aggregate offering expenses payable by us, our net tangible book value (deficit) as of June 30, 2014 would have been $0.9 million, or $0.01 per share of common stock. This represents an immediate increase in the net tangible book value (deficit) of $0.49 per share to our existing stockholders and an immediate dilution in net tangible book value (deficit) of $4.05 per share to new investors. The following table illustrates this per share dilution:

Assumed offering price per share $ 4.06
Net tangible book value (deficit) per share as of June 30, 2014 $ (0.48 )
Increase per share attributable to new investors $ 0.49
As adjusted net tangible book value (deficit) per share as of June 30, 2014, after giving effect to this offering $ 0.01
Dilution per share to new investors purchasing shares in this offering $ 4.05

The table above assumes for illustrative purposes that an aggregate of 7,389,163 shares of our common stock are sold pursuant to this prospectus supplement and the accompanying prospectus at a price of $4.06 per share, the last reported sale price of our common stock on The NASDAQ Capital Market on July 28, 2014, for aggregate gross proceeds of $30.0 million. The shares sold in this offering, if any, will be sold from time to time at various prices. An increase of $0.50 per share in the price at which the shares are sold from the assumed offering price of $4.06 per share shown in the table above, assuming all of our common stock in the aggregate amount of $30.0 million is sold at that price, would result in an adjusted net tangible book value (deficit) per share after the offering of $0.01 per share and would increase the dilution in net tangible book value (deficit) per share to new investors in this offering to $4.55 per share, after deducting commissions and estimated aggregate offering expenses payable by us. A decrease of $0.50 per share in the price at which the shares are sold from the assumed offering price of $4.06 per share shown in the table above, assuming all of our common stock in the aggregate amount of $30.0 million is sold at that price, would result in an adjusted net tangible book value (deficit) per share after the offering of $0.01 per share and would decrease the dilution in net tangible book value (deficit) per share to new investors in this offering to $3.55 per share, after deducting commissions and estimated aggregate offering expenses payable by us. This information is supplied for illustrative purposes only.

The above discussion and table are based on 59,365,233 shares of our common stock issued and outstanding as of June 30, 2014 and excludes the following:

· 8,160,863 shares of our common stock issuable upon the exercise of options outstanding as of June 30, 2014, having a weighted-average exercise price of $3.69 per share;

· 4,287,940 shares of our common stock issuable upon the exercise of warrants outstanding as of June 30, 2014, having an exercise price of $2.05 per share;

· 3,993,783 shares of our common stock issuable upon the exercise of warrants outstanding as of June 30, 2014, having an exercise price of $2.46 per share; and

· an aggregate of 4,708,128 shares of our common stock reserved for future issuance as of June 30, 2014 under our 2014 Equity Incentive Plan and 2004 Employee Stock Purchase Plan.

http://investor.thresholdpharm.com/secfiling.cfm?filingID=1144204-14-46259&CIK=1183765

joder, tienes razon. El Bocachanclas soy yo :(
mira que eche un vistazo a los sec filings y no lo vi
pues es un 12% de dilucion ....

y lo de "at the market offerings” implica que es del tipo ATM , verdad?

THLD