Farmas USA

veo que lo de cazar a HZNP en 12-13 va bien, eh??? joer, como se animo ayer

Nvax grafico diario.

Ibb

Gild

Bay

Sí, ya lo comenté a mitad de sesión que teníamos un ojo clínico del copón! jaja
Hasta estuve tentado de hacerle un corto en 18,3x-40 pero por suerte me estuve quietecito, que al igual que se ponen borricas para abajo se ponen borricas hacia arriba.

Lo que parece es que el precio por RPTP le pareció cojonudo al mercado. Además entiendo que se aleja la posibilidad inmediata de opar a DEPO, operación mucho más compleja y cara, así que doble fiesta (bueno, esa es mi interpratación, claro).

HZNP

Acabo de leer esto en iHUB, a ver si tenemos que empezar a leer intereconomia para enterarnos de las M&As!
An interesting related note on Raptor's eventual sale. On August 17, Spanish website Intereconomia had reported that Shire had made an $800M offer for Raptor.
http://intereconomia.com/noticia/shire-lanza-una-oferta-raptor-pharmaceutical-20160817-2106
(Open the link in Chrome and use the Translate option for translation to English)
http://thefly.com/landingPageNews.php?id=2419718&headline=SHPG;RPTP-Shire-makes-takeover-bid-for-Raptor-Pharmaceuticals-Intereconomia-reports

Today the rumor from August was realized with a sale, albeit to a different party.

On August 24, the same Intereconomia ran this news regarding NJ based Pernix Therapeutics (NASDAQ: PTX) saying that it in the final stretch of closing a $500M sale and that bidding was still ongoing.
http://intereconomia.com/empresas/la-venta-pernix-therapeutics-la-recta-final-20160824-2144

Investors dismissed the Raptor sale article as unfounded rumor from a "shady Spanish website" until it was proven otherwise today. Could the same happen with Pernix? Intereconomia is a legit TV/Newspaper/Online media in Spain btw.

A few notes on Pernix:
- Currently trades at $0.55 ($4.55 52wk high)
- It has 5 FDA approved drugs
- It has about $300M in debt (potential debt restructuring)
- Pernix's new CEO, John Sedor, has a history of turning around companies and selling them
->http://ir.pernixtx.com/phoenix.zhtml?c=84041&p=irol-newsArticle&ID=2182567
- It has a pending lawsuit by GSK, final hearing is some time in October
-> http://cafepharma.com/boards/threads/is-the-pending-lawsuit-with-gsk-preventing-sale-of-pernix.599055/
- Initial rumors of sale were reported by Reuters in February
-> http://www.reuters.com/article/us-pernixtherapeutics-m-a-idUSKCN0VH1W5
- There are rumors on cafepharma that TEVA could be a potential acquirer
-- Pernix's Zohydro ER could be a better alternative to TEVA's Vantrela ER, IMO
-> http://www.reuters.com/article/us-teva-opioids-fda-idUSKCN0YP2LK
-- Teva apparently increased its presence in Spain by acquiring Bentley Pharmaceuticals in 2008. John Sedor was the CEO of Bentley at that time
-- Pernix's products could appeal to TEVA's focus on generics

Will the PTX rumor materialize like Raptor's, is the question

futuros -0.7%!

muy interesante

historicamente, las envolventes alcistas del IBB
http://stocktwits.com/JayStrauss/message/62467319

Madre mía, me he metido en ST de NVAX y ya no sé si eso es un sitio porno o que es... Menudo circo...jaja

todos los traders viniendo como las moscas a la mierda ...
NVAX