Farmas USA

Más de 200K movidas en el minuto uno después del cierre. Hoy han sido pocas.

NVAX

off topic
El peine de los vientos, todo un símbolo de Donosti también. Gracias por el detalle trantor, jeje, pero decirte que ese top100, lo que es en mi caso no quiere decir nada, salvo que cuenten los "me gusta" que pincho en muchos de vuestros comentarios que son los que valen la pena.
Lo del avatar, ni pajolera idea de cómo ponerlo, tendría que recurrir a mis hijos y por discreción, no puedo hacerlo:)
Aunque haya reculado después del atracón, otro buen día, que siga la fiesta y aúpa NVAX !! y eso con el IBB en rojo, qué no haremos cuando papá acompañe, jaja.

NVAX
http://www.usatoday.com/story/news/politics/2016/05/17/senate-advances-compromise-bill-provide-11-billion-zika-funding/84492008/

NVAX

Casi actualizado del todo, y los que añaden ganan por goleada en el Q1

http://j3sg.com/Reports/Stock-Insider/generate-Institution.php?tickerLookUp=NVAX&pageNumber=1&descending=1&sortBy=value

BIOINVEST BREAKING NEWS – Special Update – Anacor (ANAC) Buyout By Pfizer (PFE) Completes Biotech Rally Checklist #3

The News – This morning, Pfizer announced it was buying Anacor for $5.2 billion, a 55% premium to ANAC’s close on Friday.

Why Is This Important? The purchase has several positive implications for biotech stocks:

Pipeline acquisition has both substantial size and premium – At $5.2 billion and 55% above the close, these are the takeover sizes and premiums that wake-up investors – both existing ones and those that have rotated out of the sector since last year’s Hillary tweet

Pfizer is Big Pharma and moving quickly after Allergan blew up – PFE has recently said that, despite the fall in biotech valuations, they may or may not need to purchase new assets to bolster their pipeline. PFE is just one of several major players that has stated intentions to make acquisitions (e.g., GILD, AMGN, LLY, MRK, BMY, BIIB, etc.). Now that PFE has made the first move, others may follow suit.

ANAC is a public company and awaiting FDA approval for a new drug. There have been some high profile private deals of late (ABBV/StemCentRx), but that cash often goes into the hands of private equity. We needed a decent size takeover of a public company at an acceptable valuation that the target agreed to. Reminder, since the beginning of the year over $6 billion has flown out of public biotech funds. This deal, and the possible MDVN takeover, could stem the outflow and maybe even reverse it.

ANAC is not a cancer play –The fact that ANAC is not an immuno-oncology play, to us, says that sometimes the simplest stories are the best. With FDA approval nearing, the stock has been clinically de-risked after undeniably positive Phase III results. A new, improved drug for eczema – approaching approval – is in fact very valuable. Phase III data is coming this year for the first RSV vaccine (NVAX), a better drug for nutrition in CF kids (Sollpura/ANTH), and a newer antibiotic for serious hospital-based infections (Carbavance/MDCO). Hence, while cancer has been the play that the majority of deals/funds have invested in, it is but one disease with revolutionary new treatments on the way.

Sometimes good news comes in waves – REGN recommended on Barron’s cover – Also this weekend, Barron’s had one of the first positive pieces on biotech in the media in a very long time, with a cover story on industry Top Tier Regeneron. With so much constant negative press of late (pricing, politics, GILD, VRX, etc.), investors have been frozen and numb to the barrage of bad news. With the ANAC deal coupled with REGN cover story, the overwhelming negative sentiment may start to change.

Checking off Item #3 – We now have had 3 of the 4 items needed for a bottom in place and a sustained rally could begin in biotech – 1) GILD is a value play; 2) Big Pharma dividends averaged ~4%; and now 3) a decent sized true acquisition at a strong premium and nice price – that is the ANAC/PFE deal today. The final item on the checklist is positive clinical trial results from a big compound at public biotech company. We can look at the MTSL H2:16 catalyst list to find at least a handful of names, but also many more outside our coverage universe. Hopefully, after almost a year of clinical disappointments, the tide will turn.

NVAX. 4,85 no es mal cierre , puestos a pedir mejor > 5, pero viendo el IBB en - , es para valorarlo. Veremos mañana , cuantas veces sobrepasa los 5.....y sobre todo , como cierra el viernes 😉

Mañana tendreis los ABSTRACTS del ASCO , despues del cierre, a las 23:00h de aqui

http://meetinglibrary.asco.org/abstracts

a ver si arden todos en el infierno!

http://aminewswire.com/stories/510724790-naked-short-sellers-squeezed-by-supreme-court