Farmas USA

Es traicionero el verano ¿dices?

Programa del congreso del Mers de Arabia Saudi, no lo iba a colgar pero al ver que estaba NVAX y en varias presentaciones, y una con Sanofi, mejor que estuvierais al tanto. Ahora ya podeis especular el BO con Sanofi :)) Editado, con Regeneron, es que asocio Regeneron a Sanofi por varios fármacos que tienen en partner, perdon

NVAX
Todo lo que ayude a regenerar el precio.................:))

HZNP
Analistas reiteran "compra"
S2

http://www.marketbeat.com/stocks/NASDAQ/HZNP/

Carta Bioinvest

http://www.bioinvest.com/wp-content/uploads/2015/11/MTSL-Issue-815.pdf

ACAD, ANTH, FPRX, INCY, ISIS, MDCO, NKTR, NVAX, OGXI, XON

Sobre NVAX

"NVAX – RESOLVE Is Underway; Takeover Potential Rises

On its quarterly call, Novavax announced the Phase IIIRESOLVE trial has begun. It is a randomized, observer-blinded, placebocontrolled trial that will enroll up to 11,850 older adults at 60 sites in the U.S. The participants will be vaccinated ahead of the 2015- 2016 RSV season, with top-line results expected in H2:16. The trial’s objective is to prevent moderate-to-severe lower respiratory tract disease caused by RSV. The trial’s objectives, endpoints and statistical approach were finalized based on the FDA’s recommendations during the recent End of Phase IImeeting. The results of a Phase II trial in older adults provided the basis for the Phase III trial design, including the determination of the attack rate, vaccine efficacy and case definitions. The rapid turnaround from the positive Phase IIresults in August to starting a major Phase III study byOctober shows the FDA’s support for (and likely familiarity with) the NVAX vaccine – which can gain regulatory permission with a single trial. Based on the FDA meeting, NVAX increased the initial size of the trial from 8,000-10,000 to almost 12,000 to assure this trial is powered to be a single season registrational trial – just in case there is a mild attack rate. The extra ~3,000 patients will, in our view, make it a lock for FDA approval. In a sign of the current stock malaise for small cap bios, every sellside analyst reiterated BUYratings for the stock after the conference call. The median analyst target price is $16.64 (with a high of 22 and low of 14) from 8 analysts that cover NVAX. The sole detractor was Zack’s – which uses changes in quarterly earnings forecasts to determine stock ratings. Zack’s downgraded NVAX after it “missed earnings” – the Company’s quarterly loss of $0.12 was lower than the $0.09 consensus. Quarterly earnings reports for early stage biotech companies are meaningless – they have no product to sell. Nonetheless, the Zack’s downgrade helped the shares selloff – completely unrelated to the progress of the Company and the significant milestone of starting the Resolve trial. We have covered NVAX for more than 3 years and since then, they have delivered on every clinical trial – RSV, pandemic/flu, Ebola, MERS – providing broad support for its VLP platform and excellent management execution and credibility. While it is well funded to complete these trials by itself, with the pullback in it’s stock and the first to market blockbuster RSV vaccine now in Phase III trials – years ahead of any competitor – we believe NVAX is becoming more vulnerable as a takeover target.

NVAX is a BUY under 15 with a TARGET PRICE of 20"

ARRY

Array BioPharma And Pierre Fabre Announce Development And Commercialization Collaboration For Two Novel Oncology Products, Binimetinib And Encorafenib

http://investor.arraybiopharma.com/phoenix.zhtml?c=123810&p=irol-newsArticle&ID=2112588

Sobre lo que comentan del sector los de  Bionvest, no es que invite al optimismo precisamente

"There is usually a year-end rally to biotech stocks – fund managers keep powder dry to boost returns for year-end performance fees. However, 2015 has been anything but a typical year – so it is hard to tell at this point if that is going to happen. Speaking with a top industry player in investment banking/investor relations, institutional interest is biotech is “nil and the year is done.” Another major hedge fund manager said to us, “I don’t own any small caps and I know I should be buying some here, but I’m not.” This ‘risk-off,’ protective attitude is further underscored by the ‘bad’ players (e.g., VRX), the government pricing investigations and their respective stock collapses. For the most part, until now those stocks are owned by most of the same health care fund managers who invest in biotechnology companies, too. While we believed we were out of harm’s way, the Fear & Greed Index for small cap bios is stuck in “Extreme Fear.” With sound sector fundamentals but out of favor stocks, we should call it “Extreme Ambivalence” as the NBI and other biotech indices break support levels once more.

While there has been some recovery in the biotech indices over the past few weeks or so, the majority of positive action has been relegated to large caps, select takeovers and/or trading events driven by the overwhelming amount of data spewing out of conference season. In other words, there is little breadth and/or staying power and that tells us that the professionals remain on the sidelines for now, and are just using the event calendar to make trades in and out, possibly until the year ends. The recent sector rally, therefore, was in anticipation of the plethora of data presented at recent scientific symposia (e.g., INCY, MDCO, etc.). As meeting season peaked this past week, stocks have resumed their downward movement and few, if any, have experienced any sustained follow through. Instead of a little TLC (tender loving care), we are getting a lot of TLS (tax loss selling)."