Farmas USA

Pues sí, seguramente lleves razón.

NVAX

CELG
Me ha entrado al final, se cerró el gap a última hora. 12@$100.97. Para largo también :).

Si se da la vuelta el IBB lo único bueno es que vuelvo a tener liquidez para entrar en alguna de RDUS, FOLD, BLUE, INCY y añadir a CEMP, TGTX si se ponen a tiro. Añado BLCM para echarle un ojo, gracias. 17% ha subido hoy IMNP, más cerca del 1200% que le da chardan XD.

After animado con 73k cromos y hasta 272,7

IBB

Pues AGN cayendo un 20% en AH por posibles problemas con el acuerdo de fusión con PFE no augura nada bueno.

Betting On The Pfizer-Allergan Merger? You Now Have A 35% Arbitrage Opportunity After New Treasury Fears

http://www.benzinga.com/analyst-ratings/analyst-color/16/04/7800460/betting-on-the-pfizer-allergan-merger-you-now-have-a-35-

AGN

No sigo IMNP. porqué le da un +1200%??? No suelo invertir en acciones que cotizan a $0.50s... Veo que el CEO compró acciones hace poco.
CELG tengo pensado entrar si se me presenta oportunidad por debajo de $100, en los $90s altos. Y una vez liquidadas mis pocas GILD que me quedan, ahora que acabo de cobrar el dividendo.
FOLD creo que se nos ha escapado...
RDUS vendí un paquete el viernes a $34.50 que recobraré si vuelve a $30
BLUE, como dijo framus, no bajó al fondo del canal, por ahora no recargo, (ya tengo bastantes)
INCY, sigo con mi posición que compré a $7s sin tocar
CEMP y TGTX, tengo de las 2 pero puede que añada (en CEMP por debajo de $16 y TGTX en los $8s)
BLCM, por debajo de $10 (una vez venda parte de ZIOP)
Suerte

recuerdo la epoca en la que llevaba 8 en cartera, me volvia loco. Acabe muy cansado (dado el nivel de seguimiento que me autoexigia en cada una, claro).

Lo que he simplificado desde entonces ... ya veremos si para bien o que ...

( de momento esta siendo para bien, claro )

BLCM
• Interim results from a Phase 1/2 clinical trial, BP-004, assessing Bellicum Pharmaceuticals' (NASDAQ:BLCM) lead product candidate, BPX-501, in children will certain blood cancers show a highly encouraging treatment benefit. The data were presented at the 42nd Annual Meeting of the European Society for Blood and Marrow Transplantation in Valencia, Spain.
• In the ongoing BP-004 study, malignant and nonmalignant pediatric patients receive a T cell-depleted hematopoietic stem cell transplant (HSCT) followed by an add-back of BPX-501 donor T cells. The trial is designed to assess the safety of the regimen and if it improves immune reconstitution, infection control and overall outcomes.
• The preliminary outcomes in 17 high-risk pediatric patients with acute leukemias showed that BPX-501 cells expand in vivo, persist over time and contribute to adaptive immunity. There was no transplant-related mortality due to infections, graft versus host disease (GvHD) or other transplant-related complications. 94% (n=16/17) of the patients were disease-free (median follow-up period of seven months).

NVAX y CANF

https://www.smarteranalyst.com/2016/04/04/two-bio-pharmaceuticals-face-a-pivotal-phase-3-whats-in-store-for-nvax-canf/

VAYA TIPEJO EL MENDA ESTE. 

Analyst Keay Nakae, CFA Senior Research Analyst at Chardan Capital, has weighed in on Novavax, reiterating a Neutral rating and a 12-month price target of $5.75.

Latest in NVAX’s contributions to the field is the company’s potential to develop antigens for selected targets, specifically a treatment for respiratory syncytial virus (RSV). This treatment for RSV is the first to demonstrate effectiveness for any patient with the virus. In a Phase 2 clinical study recently, evaluating RSV in elderly adults, the vaccine achieved statistically significant benefit, which reduces the occurrence of infections by 41%. Due to this success, the RSV vaccine is now being evaluated in a Phase 3 trial for elderly adults, in a trial named RESOLVE. A positive result in Phase 3 trials would pave the way for a Biologic License Application (BLA) with the FDA in early 2017.

Nakae gives insight on the matter claiming, “RSV represents a large market opportunity, with an estimated target population in the U.S. of 98 million, so success in this patient population would represent a significant inflection point for this development stage company. That said, we believe this data readout will be a binary event, with unequivocal positive data likely driving significant appreciation in the stock from its current level, while a negative result would likely cause a significant decline in the stock price.”

The analyst mentions there are some risks still at hand in regards to the company’s progress, noting, “the most significant of these in our view is the clinical risk associated with the Phase 3 RSV study in elderly adults.” Nakae elaborates on the potential risks claiming, “Although the RESOLVE Phase 3 will enroll similar elderly patients, the primary endpoint in RESOLVE is different than that in the successful Phase 2 study.”

In light of these risks, the analyst notes that it may be best to wait before investing in the stock, commenting, “we would rather wait to buy NVAX at twice its current price, with this clinical risk eliminated, and what we believe would be the potential for further upside based on the increased validation of its technology platform.”