Farmas USA

Un artículo sobre las lecciones a aprender de OCAT interesantes para todos

http://seekingalpha.com/article/3675266-lessons-to-be-learned-from-ocata-and-others?app=1&auth_param=7ib4d:1b46de2:3f96147fa831b6f4460abc84a466af2d&uprof=44

Ana, yo solo quería hacer un metesaca con HZNP, no era para invertir a largo, intentar aprovechar esa montaña rusa con stop a ver si sale bien. Ya he dicho en un post anterior que hasta que no se resuelva todo los temas (el de DEPO incluido) prefiero no estar dentro. Yo no he visto el 10Q, pero si está "viciado" por el tema de las farmacias estas suyas, debe ser imposible ver en qué proporción, salvo que seas el auditor y puedas ver todas sus cuentas. Que las están atizando está claro, y que los analistas solo hacen que reiterar precios objetivos tanto de HZNP como de VRX también. Unos no sé a quien sirven (otras farmas?), mientras los segundos parece claro que a los fondos pillados dentro, sobretodo en el caso de VRX. Y el retail en medio de la batalla, que puede salir ganando o vapuleado sin compasión...

De GALE poco que decir, puesto que hace meses que no la sigo.

ARNA

RBC Capital Mkts reiterated Arena Pharm (ARNA) coverage with Sector Perform and target $2 (previo 5 $)

Revenues: $9.1M (+11.0%); R&D Expense: $22.1M (-9.8%); SG&A: $9M (+12.5%); Net Loss: ($26.4M) (-146.7%); Loss Per Share: ($0.11) (-120.0%); Quick Assets: $181.3M (+11.1%).

Del informe trimestral:

• Announced plans to improve efficiencies and reduce costs as it focuses on the advancement of its research and development priorities. As part of this initiative, Arena reduced its US workforce by approximately 80 employees or 35%, which is expected to reduce annualized cash expenditures for personnel by approximately $11.0 million. Arena plans to implement additional cost control measures to further reduce its expenditures, including reductions at its Swiss manufacturing facility, Arena Pharmaceuticals GmbH.

Research and Development Update

• Announced the initiation of a Phase 2 proof-of-concept clinical trial of APD334, an oral Sphingosine 1-Phosphate Subtype 1 receptor modulator for autoimmune diseases, being studied in this trial for the treatment of ulcerative colitis.

• Announced the initiation of a Phase 1b multiple-ascending dose clinical trial of APD371, a selective and potent agonist of the cannabinoid 2 receptor.

• Axovant Sciences Ltd. acquired all of Roivant Sciences Ltd.’s rights to nelotanserin, an inverse agonist of the serotonin 2A receptor internally discovered by Arena. Arena previously granted Roivant, Axovant’s parent company, exclusive worldwide rights to develop and commercialize nelotanserin under a Development, Marketing and Supply Agreement. Axovant announced that it intends to initiate two Phase 2 clinical trials with nelotanserin in the first quarter of 2016, with the first trial in patients with either dementia with Lewy bodies, or Parkinson’s disease dementia who suffer from visual hallucinations, and the second trial in dementia with Lewy bodies patients experiencing REM Behavior Disorder.

OCAT

Aunque ya no nos sirva para nada, patente concedida ayer:

Modalities for the treatment of degenerative diseases of the retina

Abstract

This invention relates to methods for improved cell-based therapies for retinal degeneration and for differentiating human embryonic stem cells and human embryo-derived into retinal pigment epithelium (RPE) cells and other retinal progenitor cells.

http://patft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&u=%2Fnetahtml%2FPTO%2Fsearch-adv.htm&r=1&f=G&l=50&d=PTXT&p=1&S1=%28%22Ocata+Therapeutics%22.ASNM.%29&OS=AN/%22Ocata+Therapeutics%22&RS=AN/%22Ocata+Therapeutics%22

NVAX dowgraded to hold by Zacks....

https://twitter.com/RatingsNetwork/status/664235438471847936

http://www.marketbeat.com/stocks/NASDAQ/NVAX/?RegistrationCode=SocialMedia-Twitter

NVAX

CYTX estamos con un Days to cover a 14 ¿sabéis que ocurrió la última vez que estuvo a estas alturas? febrero de este año days to cover a 15. El que no se consuela es porque no quiere

no hay problema, pasado mañana le daran un BUY, al dia siguiente un SELL , la.prox semana otro HOLD .... esa gente no cuenta, menuda banda son!
NVAX

THLD
Una nota de un blogger
http://seekingalpha.com/article/3362455-threshold-pharmaceuticals-hard-road-toward-success?ifp=0&v=1447159500

hreshold has been unloved for the past 9 years, and many are critical of its tumor hypoxia-based platform. Market cap is under $300 million or about 21x TTM revenue.
Threshold has bet the farm on its small basket of tumor hypoxia-specific drugs. This company with 61 employees has 28 completed and active trials registered at clinicaltrials.gov.
Analyst price targets range from $10 to $14 vs current $4.17. If phase 3 trials of TH-302 fail to meet end points, market cap might fall to under $100 million.

nada que.no sepamos