Farmas USA

Acerca de los biosimilares (de "El Economista" de hoy 30/3)...

El Economista 30/3/2015

El CEO de HZNP Tim Walbert es un genio, ahora va a por Orphan drugs

Patron buyout a partir de ahora.

Así es.

HZNP es el vivo ejemplo de lo que un buen equipo de dirección y ventas puede llegar a conseguir con unos productos "normalitos". 

Ya quisiera yo Tim Walbert para dirigir AMRN.

Framus, que HPTX lleva casi un 100% de revalorización en lo que llevamos de 2015 es pura casualidad. JEJEJEJEJEJE.
Como en otros casos de OPAS....

http://stockcharts.com/h-sc/ui?s=HPTX&p=D&st=2014-12-30&en=2015-03-30&id=p81685964148

Teva Pharma (TEVA) to Acquire Auspex Pharma (ASPX) in $3.2B Deal

Teva Pharma (NYSE: TEVA) and Auspex Pharmaceuticals, Inc. (Nasdaq: ASPX), today announced that they have entered into a definitive merger agreement under which Teva will commence a tender offer for all of the outstanding shares of Auspex at $101.00 per share in cash, representing total consideration of approximately $3.2 billion in enterprise value and approximately $3.5 billion in equity value. This transaction is expected to enhance Teva’s revenue and earnings growth profile and strengthen its core central nervous system (CNS) franchise with the addition of Auspex’s portfolio of innovative medicines for people who live with movement disorders. The transaction has been unanimously approved by the Boards of Directors of both Teva and Auspex, and key shareholders of Auspex have entered into agreements indicating their support for the transaction.

Auspex is an innovative biopharmaceutical company specializing in applying deuterium chemistry to known molecules to create novel therapies with improved safety and efficacy profiles. Its lead investigational product, SD-809 (deutetrabenazine), which leverages Auspex’s deuterium technology platform is being developed for the potential treatment of chorea associated with Huntington’s disease, tardive dyskinesia, and Tourette syndrome, with a pharmacokinetic profile that allows for lower doses resulting in a favorable safety profile.

In 2014, Auspex reported positive results from its Phase 3 clinical trial for SD-809 in Huntington’s disease, with plans to submit a New Drug Application (NDA) for this indication by mid-2015. SD-809 has been granted orphan drug designation for the treatment of Huntington's disease by the United States Food and Drug Administration (FDA), and Auspex expects regulatory approval and commercial launch for this indication in 2016 in the United States. Topline results for Auspex’s Phase 3 ARM-TD study of SD-809 as a potential treatment for tardive dyskinesia, a disorder for which there are no approved therapies, are also expected in mid-2015. Other pipeline candidates include deuterated versions of pirfenidone for idiopathic pulmonary fibrosis and levodopa for Parkinson’s disease. Auspex has an additional 60 molecules in its patent portfolio

Otra con el Patrón Buyout.

http://stockcharts.com/h-sc/ui?s=ASPX&p=D&st=2014-12-30&en=today&id=p82478150358

Desde los 25$ de mediados Diciembre!!!

ASPX

De nuevo me ratifico en la idea de que el IBB esta donde esta porque se lo merece y nadie le ha regalado nada.

Con toda la ristra de OPAs de 2014 y ahora las que empiezan a llegar en 2015 solo veo un sector biotech llegando a un punto en el que esta consolidando su posicion ( 50 puntos arriba o abajo me dan igual ), adaptandose a la nueva situacion, opas y mas opas ... para seguir creciendo.

El sector se adapta.

Por cierto Auxpex es una bio con productos en las fases finales ensayo pero aún sin productos aprobados.
Van a pagar por ella 3.200 millones de dólares... Y dudo que tenga un pipeline con el potencial económico que tiene Novavax contando sólo su programa de vacunas para el RSV.
Por tener perspectiva digo....