Farmas USA

NVAX

Pat, lo decía más como 'curiosidad' que otra cosa. A mi respecto a NVAX me habéis convencido... de hecho, ahora mismo llevo en NVAX más de lo que nunca he llevado en una sola acción... y duermo muy tranquilo.

Magnifica manera de iniciar el dia, Pat.
GENIAL!

Trantor, ni caso a eso del ranking de analistas. Ni p. caso.

NVAX

NVAX. Recordad que Wedbush era los 10$ con 1 billon / año estimado. MLV estima en 2 billones y PO solo de 14$ ( 30-35 estimo que sera su PO completo al menos ).

Los upgrades o reiteraciones de PO tras la dilucion demuestran claramente el espacio que aun tenemos para mas upgrades. Solo reiterarlos tras un -10% de dilucion ya es uj upgrade en si mismo. Y van 4 analistas en 1 semana.

NVAX

"
Además el hecho de que vuelva a aparecer un PO en 141$ junto a los 16$ que tiene BioInvest", !!! 141 $ de PO !!!, joder que alegría mas grande :))))

NVAX.

EL analista que cubría Novavax en MLV hasta la última Conference Call era George Zavoico. Pero George ha dejado MLV y se ha incorporado a otra compañía. Por eso es Vernon Bernardino el que ahora se encarga de Novavax.
Y llevas razón Framus, ya lo decia yo ayer, mantener el PO tras la dilución ya es un Upgrade en si mismo. No debemos olvidarlo.
Y un detalle, nadie nombra el Ebola en estos upgrades, eso es un “extra” que puede precipitar las cosas en breve si hay buenas noticias de la fase 1 en Australia.

SPHS

Parece que ayer salió un artículo en los Shekin Alfa que dicen que es bueno, en los foros hay euforia. Tengo ganas de ver la pre, a ver a cómo está el cuarto y mitad de SPHS's.

SPHS

http://seekingalpha.com/article/3058166-sophiris-bio-maybe-not-a-left-for-dead-biotech
Creo que este es el artículo en cuestión.

$GALE

No se si lo habeis comentado pero por si acaso

Warning letter:
Item 8.01
Other Events

As previously reported by Galena Biopharma Inc. (“we,” “us,” “our,” and the “company”) in its Annual Report on Form 10-K filed with the Securities and Exchange Commission, or SEC, on March 5, 2015, following an inspection of our Portland, Oregon facility in November 2014, the U.S. Food and Drug Administration (the “FDA”) issued a Form 483 Notice of Inspectional Observations (the “Form 483 Notice”) noting deficiencies pertaining to post-marketing adverse drug experience reporting and current good manufacturing practices for Abstral and Zuplenz, our only approved products. We responded to the Form 483 Notice in a letter dated December 11, 2014. In conjunction with our response to the FDA, we initiated a number of programs and corrective actions to address the FDA's observations.

On April 6, 2015, we received a Warning Letter from the FDA relating to certain of the matters originally identified in the Form 483 Notice. Specifically, the Warning Letter cites deficiencies in our response letter related to the adequacy of our written procedures for the surveillance, receipt, evaluation, and reporting of post-marketing adverse drug experiences from all sources, and the failure to report each adverse drug experience not reported under 21 CFR 314.80(c)(1)(i) at quarterly intervals.

The Warning Letter will be posted on the FDA’s website at www.fda.gov and, once posted, will be available for viewing. We have 15 business days to respond to the Warning Letter, and intend to fully respond in a timely manner.

We do not expect any interruption in our commercial operations or impact on our 2015 financial guidance as a result of the Warning Letter. However, we cannot give any assurances that the FDA will be satisfied with our response to the Warning Letter or our proposed resolution of the outstanding issues cited by the FDA. Until the issues are corrected, we may be subject to additional regulatory action by the FDA, including the possible withholding or delay of approval of any FDA applications, seizures of our products, and injunctive and civil monetary penalties. Any such actions could disrupt our ongoing business and operations and potentially have a material, adverse impact on our financial condition and operating results.

This Report contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the anticipated impact of the FDA’s Warning Letter on our company. We caution that these forward-looking statements are subject to risks, uncertainties and assumptions, many of which are beyond our control that may cause actual results to differ materially from those indicated in the forward-looking statements, for a number of reasons, including without limitation, additional actions by or requests from the FDA. Additional information concerning other factors is contained under the headings “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in our Annual Report on Form 10-K filed with the SEC, which are incorporated herein by reference. We undertake no obligation to release publicly any revisions to forward-looking statements as the result of subsequent events or developments.