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NVAX
Dudo que sea el caso, pues tampoco es tecnología militar altamente secreta, son estudios clínicos ampliamente divulgados. Por muy sujetos a patentes que estén, en un caso de necesidad extrema los gobernantes usanos se pasarían las patentes por el forro. Pero si fuese el caso que existe ese "control", reduce potencial valor de NVAX: hay menos potenciales compradores y, sobretodo, saben que una posterior desinversión estará sujeta a ese mismo "control".
GRF
Por cierto, esto del "control" me ha hecho recordar la publicación a raíz de wikileaks de los "300 lugares estratégicos de la Tierra" según la CIA (*). En España había dos: el gaseoducto con Argelia y las instalaciones de Grífols (!)
(*) Agente, si me está leyendo, únicamente desearle buenos días y decirle que estoy de su lado.
INO
Why Revolutionary Cancer Vaccine Maker Inovio Pharmaceuticals Was Crushed in September
Concerns about prescription drug reforms crushed Inovio's stock in September. Is there any hope for a rebound?
Shares of Inovio Pharmaceuticals (NASDAQ:INO), a drug development company focused on creating vaccines to treat cancer as well as infectious diseases, tumbled 23% in September based on data from S&P Capital IQ amid mixed news.
The silver lining for Inovio came on Sept. 21, 2015 when it announced that the U.S. Defense Advanced Research Projects Agency exercised its option to have Inovio conduct additional clinical research into a possible Ebola vaccine. The option will carry a $24 million payment, and it comes on top of the $21 million DARPA paid Inovio earlier this year. To exercise the option Inovio needed to demonstrate that its DNA-based monoclonal antibody treatment was successful in preclinical studies, and that it was approved for human clinical trials.
However, one thing to consider here is that Inovio is no lock to succeed with its Ebola research. Its peers are about a full year ahead in terms of clinical research, and the Ebola outbreak in Africa has largely waned. With vaccines largely dependent on government orders and outbreaks, an Ebola cure from Inovio is no guaranteed moneymaker.
Also, Inovio Pharmaceuticals found itself crushed by commentary made by presidential candidate Hillary Clinton. In September, Clinton offered up her prescription drug reform proposal which entailed capping the out-of-pocket expenses of consumers purchasing eligible drugs, and using the scope of the government to negotiate better deals with drugmakers. This is meaningful because Inovio's cancer immunotherapy products are primarily focused on a narrower patient pool than traditional cancer-fighting drugs like chemotherapy. It means Inovio's vaccines would probably command a high price point, and would thus be squarely targeted by Clinton's proposal.
But, after Inovio's shellacking in September is the stock now a buy?
I believe the answer to that question largely depends on your investing horizon. If you're not considering Inovio as a five-year hold, at minimum, then I don't believe you're giving your investment (or Inovio's game plan) an opportunity to play out.
On the surface, there's certainly promise here. VGX-3100 has performed well in midstage studies as a treatment for cervical dysplasia associated with human papillomavirus 16 or 18, meeting its primary endpoint and causing a statistically significant drop in disease grade for a larger percentage of patients than in the control group. If VGX-3100 can succeed in late-stage studies, and if Inovio can continue to attract large-scale partners, it would go a long way to validating the company's pipeline.
Additionally, Inovio has an exceptionally long cash runway now that I suspect extends into 2019 (but is of course dependent on whether or not it undertakes new clinical studies). Investors in Inovio still may need to be concerned about share dilution from time to time, but likely don't have to worry about financing concerns for a few years.
At less than $6 Inovio does offer an intriguing risk-versus-reward for seasoned biotech investors, and I believe it's worth a deeper dive for investors with a high tolerance for risk.
genocea good news ( utiliza tecnologia de NVAX Matrix-M )
http://www.marketwatch.com/story/genocea-announces-positive-durability-data-from-6-month-analysis-of-phase-2-clinical-trial-of-genital-herpes-immunotherapy-gen-003-2015-10-07
que implica eso de utiliza tecnologia nvax
me pierdo en eso, tiene patente nvax sobre matrix-m, lo que implicaria royaltyes o cosas asi???
Buenas compañeros, poco a poco volviendo a la normalidad después de una mudanza, aún queda.
Os dejo un par de informes que me acaban de llegar de algunas Farmas, parecen interesantes.
Buenas tardes a todos
Hace unos días publiqué mi primer mensaje... pero como tardaron días en publicarmelo quedó en el olvido.
Actualmente, tengo una pequeña posición en RIGL porque me gustan varios factores de ella.
90% de Institucionales... una gran variedad de partnes con socios importantes y apenas se habla de ella en los foros...
Esta tambien me da buena espina porque creo que están comprando las acciones restantes... hace nada se compró 1 millón de acciones y anoche en el after 124 mil a un precio bastante elevado con respecto a lo que cerró.
No sé... a ver si nos sale un BO <-- creo que era así xD.
Un abrazo a todos.
RIGL
eso es , pago de royalties.
NVAX opó Isconova en verano 2013 para hacerse con esa tecnologia, vital para la compañia.
http://www.financialjuice.com/news/116632/Novavax-Offers-to-Acquire-All-Outstanding-Shares-of-Isconova-for-296M.aspx
