Farmas USA

ARNA vs VVUS

 

clarisimo grafico de ventas

 

 

post usano, interesante, sobre las diferencias entre la vacuna para el RSV de NVAX y el tratamiento con Synagis de AZN

* Synagis is terribly expensive: $7000/season/kid. NVAX at $20/shot is profitable, but may be sold at $50-$150/shot.
* Synagis administered 3-4 times/season, once every 2-3 weeks. NVAX once (possibly twice).
* Synagis doesn't teach the immune system anything. NVAX teaches the immune system what to look for when you're infected again in later years. (This is true for all antibodies vs. vaccines)
* Synagis attacks only Site II of the F protein of RSV. NVAX does this too, but fights RSV in other ways also (e.g. T-Cell mediated).
* NVAX extremely safe. Synagis? Not the same.
* Most IMPORTANT: Synagis doesn't help everyone or in all cases.

Well, RSV will be sold in rich countries for $100-$150/shot. An RSV shot costs NVAX the same as a flu shot. But, will NVAX sell it at the same cost, when it's the only RSV vaccine maker? I doubt it.

Also, Synagis is given only to preemies and high risk kids. With NVAX RSV vaccine every pregnant mom and kid 6 months to 6 years old will be vaccinated. Also, every elderly person will get the NVAX RSV shot. So, sales will add up.

Since Synagis is very expensive, it's not sold in poor countries. NVAX will sell in poor countries at, say $30/shot, to help out, but will still make nice profits. I doubt it'll cost NVAX more than $10/RSV shot.

NVAX

el estudio continua y sigue cegado..... dice la compañía, lo q viene a significar q la van a dar lo q no sé es cuanto.

no es esto lo que buscas?

Arrowhead Discloses First Human Hepatitis B Therapy Results
http://www.thestreet.com/story/12842722/1/arrowhead-discloses-first-human-hep-b-therapy-results.html?puc=yahoo&cm_ven=YAHOO

https://finance.yahoo.com/news/arrowhead-reports-fiscal-2014-third-200100627.html

ha ido bien segun dice el Bastardo

ARWR

edito: aunque en afte lleva un -11% con 1 millon de acciones , jodo leo por ahi que se esperaba mas "Investors hoping for a 1.0 log knockdown, $ARWR only provided a 0.8 at 2mg/kg. May achieve 1 log at 3mg/kg but investors are impatient."

el problema es q se esperaban resultados..... numeros y al continuar con el estudio el mercado no se la ha tomado bien. vamos q ante la incertidumbre los cortos ganan.

s2

miraros arwr es muy interesante

IBB
encontrado por ahi

IBB

Ojalá, pero ese asa de taza está un poco cogida con pinzas. Lo que está claro es que llevamos 10 sesiones en los que a una vela verde le sigue una roja y viceversa, situación de indefinición total. Si me tengo que decantar por algo creo que en los próximos días vamos a ver otro ataque a los 260 que se nos atragantaron las 3 veces anteriores, si los supera creo que volvemos a poner el piloto automático. Espero!