Farmas USA

Si, nada mas cerrar ayer el after se puso en -4% en cuestion de pocos minutos. fue muy brusco. veremos hoy ...

VVUS Subiendo,se estara descontando la aprobacion de la FDA del dia 22, s2.

Yo no me espero mas. Aumento posición en Zalcs porque no veo que llegue a 1$ y ya me estoy poniendo de los nervios. Por cierto Jorge: Tengo intención de meter dos o tres mil dolares en una empresa (con mas futuro, que presente) que trate DIABETES. Creo que acabaremos todos diabéticos perdidos, tanto ordenador y comida de mierda.... Tienes alguna en la cabeza?? Gracias.

Un comentario desapasionado sobre ACHN.

It seems Achillion Pharmaceuticals' (NAS: ACHN) management might have been better off keeping its mouth shut.

On Thursday, shares of the hepatitis C drugmaker fell more than 12% when Gilead Sciences (NAS: GILD) , Bristol-Myers Squibb (NYS: BMY) and Abbott Labs (NYS: ABT) presented great data at European Association for the Study of Liver Disease for their respective hepatitis C drugs. Achillion didn't present until the weekend, and apparently "some of the data was not clear" on its poster presentation, so on Monday the company issued a press release explaining the data.

It didn't help; shares fell an additional 18%.

Taken alone, the data doesn't really look that bad. All 22 patients that completed the 24-week treatment with ACH-1625 had undetectable virus levels after the treatment. You can't get better than that.

The caveat comes back to why Achillion fell on Thursday; it's not developing a hepatitis C drug in a vacuum. In comparison to the other drugs, the ACH-1625 data isn't all that hot.

The 100% success rate isn't really a cure rate since the virus sometimes goes below the limits of detection, but then rebounds once the patient stops taking the drug. Gilead and Bristol's combination was measured four weeks after treatment ended, for instance. As Achillion continues following the patients, the rate could be reduced. The other problem with the 100% success rate is that it's measured for patients that saw their viral loads undetectable after the first 12 weeks of treatment. That's the correct way to run the trial -- there's no reason to continue treating if the drug isn't working -- but it means the cure rates of everyone treated will likely be lower.

More concerning is that ACH-1625 was tested in combination with a Roche's Pegasys (unlike the other hepatitis drug candidates). The future of hepatitis C treatment is an all-oral treatment that doesn't use Pegasys or Merck's (NYS: MRK) related drug PegIntron, which have to be injected.

Of course, just because the drugs works in combination with Pegasys doesn't mean it won't work with other drugs. Achillion plans to combine ACH-1625 with one of its other hepatitis C drugs, ACH-3102. Unfortunately, ACH-3102 is further behind in the clinic and won't be ready for testing in combination until the fourth quarter.

Knocked down to a market cap less than $500 million, Achillion is cheap compared to the prices that Pharmasett and Inhibitex were taken out at. But any acquirer would likely want to see combination data, which is a year away and might be too late to the party. Achillion's best hope would be a stumble from the front runners, which would surely send its shares headed back up.

http://www.dailyfinance.com/2012/04/24/a-bad-news-buy-for-gutsy-patient-investors/

Arreón en ARNA, sube más de un 11% al poco de abrir el mercado.

bien, bien, ya era hora que espabilara la maldita perra!

Si, pero no encuentro nada que lo justifique. Lo único es esto, pero me parece mucha influencia. me pega más corrección porque alguien haya argumentado sólidamente respecto a carcinogénesis

ARNA shares are popping today as multiple news outlets including Seeking Alpha and Motley Fool have written articles detailing data points that could lead to its weight loss drug being approved. The company has a market cap of 425.80 million (http://www.active-investor.com/hot-stocks-to-watch-cray-jazz-husa-arna-oww-swks-4766)

S2

alguien tiene alguna informacion respecto a TIBET , tengo una pequeña inversion en ella , y no se si darla por perdida ya,

gx