Farmas USA

curioso donde frenó la volatilidad.

ONVO

Nada nuevo para variar.

Organovo (ONVO) Announces Publication of Positive ExVive Human Liver Tissue Data in Scientific Journal

http://www.streetinsider.com/Corporate+News/Organovo+%28ONVO%29+Announces+Publication+of+Positive+ExVive+Human+Liver+Tissue+Data+in+Scientific+Journal/12026125.html?si_client=intbro

Lo que pasa es que hoy ha salido también un artículo de pumpeo en The Street.

http://www.fool.com/investing/2016/09/12/how-risky-is-organovo-holdings-inc.aspx?source=yahoo-2&utm_campaign=article&utm_medium=feed&utm_source=yahoo-2

CANF

Can-Fite Receives Notice of Allowance for Psoriasis Patent in Europe Ahead of Phase III Trial

+7,98% en pre. Pruebo corto a 2,57, pero dudo mucho que entre.

http://finance.yahoo.com/news/fite-receives-notice-allowance-psoriasis-110000129.html

NVAX

¿Ya has anunciado tu triple carga? :D

Por cierto, confirmo la información de Investing sobre añadadidos de fase III. Tengo por ahí algunos informes de inyectables sobre validaciones de procesos de fabricación según lotes.

NVAX
Está ocupado poniendo fotos de atardeceres.

Nuevo número de Bioinvest.
http://www.bioinvest.com/wp-content/uploads/2016/09/MTSL-Issue-835.pdf

September 8, 2016
IN THIS ISSUE: Back To School
MTSL Issue 835. UPDATES: ANTH, BMRN, XON, MDCO, SGMO

SENTIMENT — Biotech Calendar Kicking In, Indices Hold Support— Just as noisy if not more so than the health care macro issues (see below), the biotech industry’s event calendar is in full swing – with an abundance of investor meetings beginning this week (e.g., Citi, Morgan Stanley, Rodman, UBS, BioCentury, etc.) and scientific symposia filling the weekends from now until December. We are all too familiar with the drill – hundreds of companies will be presenting updates, having 1-on-1 meetings and putting out press releases. With everyone attending these conferences, one never knows exactly what comes out of the 1-on-1s but there is no question that progress is being made by many biotech companies. The most important company specific events to watch for are late-stage data, FDA news, meaningful partnerships and/or takeovers. With the bounty of capital that went into biotech from 2011-2015, next-generation private companies are emerging all the time and it is difficult to keep track of them all. With new technological advances being applied to medicine (e.g., gene/cell therapy, immuno-oncology, vaccines), it is an exciting time for the industry —and this is the time of the year for many firms to show their respective developments. Despite the underlying threats of government price controls, bad players and the upcoming Election, the biotech sentiment has certainly improved.

Technically, the sector is rebounding well from the end of summer sell-off. The 50-day moving average is just about to cross above the 200-day average. With the short-term NBI just turning positive after the August pullback – both the RSI and MACD levels look attractive and are heading in the right direction. The longer-term weekly chart is well over the 200-week MA, although the index is still on a downward trend since the peak of July 2015 (see NBIweekly chart below). Overall, in our view, the charts look healthy to start the end of Q3:16. We may be a little early to remind folks that most biotech fund managers are having a tricky year and therefore, over the next 3-4 months the ones we speak to are likely holding high cash balances, trying to time specific Company events while balancing tax loss selling with year-end window dressing. In our view, this represents the ideal stock pickers’ market — an overall healthy biotech market with a good M&A environment and the busy calendar season likely to result in at least some positive late-stage clinical and takeover news. Also positive for the biotechs is the healthy dose of skepticism as most individual stocks are still closer to their 52-lows than highs.

Since Last Issue: BTK: 4.6%; NBI: 1.7%; Model Portfolio: 6.0%; Trader’s Portfolio: 11.0%
Searching For The Fountain of Middle Age
We can quote our favorite Rodney Dangerfield movie (“Back To School”) ad infinitum, but the overriding theme here is this – everyone wants to live longer, live healthier and for the most part, do not want to pay that much for the privilege. On the other hand, everyone (insurers, doctors, hospitals, drug & device makers, etc.) wants their share of the ~20% of the GDP health care dollars. While you read about the many new life-saving drugs and breakthroughs, the majority of drugs have been available for years or even decades. There’s only a few cures (GILD’s HCV drugs) and when they are successful, the Companies’ are often scrutinized about price gouging and markets then begin to shrink. More and more people cannot afford health care and the MYL EpiPen saga continues. But Hillary’s recent plan is to target the non-innovative bad players who take advantage of the system and believe they won’t get called out for it. Throw in the fact that the U.S. subsidizes the rest of the world’s pharmaceutical market despite growing geopolitical risks and widening holes inObamacare – the system is a mess. The political rhetoric and upcoming Presidential election just creates further uncertainty. The MTSL’s investor horizon is a long-term one, but the nature of most investors/traders is short-term. Nonetheless, the hot themes in the current biotech market (and respective MTSL recommendations) include solutions for opioid dependency (ALKS, NKTR, PCRX), new cholesterol blockbusters (MDCO, IONS), immuno-oncology/autoimmune (CELG, FPRX, INCY, ZIOP), Zika (XON) and blockbuster vaccines (NVAX). As we’ve mentioned before, many of our Portfolio Universe have important upcoming data releases (NVAX, ANTH, MDCO, NKTR) and, like Rodney, we hope to at least hit the Triple Lindy (https://www.youtube.com/watch?v=rDMMYT3vkTk).

Actualizados los cortos:

https://divistheend.herokuapp.com/

Cambios más significativos:
-33% OCRX
-33% PIRS
-30% EXEL
-27% AMRN
-22% HZNP
-10% VTVT
-07% GILD
-07% OMED
+06% INCY
+10% ANTH
+11% ALKS
+11% RDUS
+13% CLVS
+34% CARA
+64% PTLA
+111% IMNP

Días para cubrir, % del float:
28d, 25% RVNC
23d, 28% OMER
23d, 33% ZIOP
20d, 09% SGEN
18d, 07% AKBA
18d, 17% TGTX
17d, 25% MACK
16d, 16% PRTA
16d, 10% ALNY
13d, 18% DVAX
12d, 19% CEMP
12d, 16% KERS
12d, 20% ESPR
12d, 16% ACAD
12d, 13% SGMO
12d, 17% FOLD
12d, 12% ACHN

NVAX +0.06%, un 24.67% del Float y 13.78 días para cerrarlos (prácticamente sin cambios).

ya decia yo que demasiada alegria ayer en semana de brujas ...

MSTX
Pues sí, era para pumpear el anuncio del otro día de la conferencia. Sin datos aún de la fase 3. Vaya circo, se ha desplomado casi -50% y ahora va -20%.

Edito: me he salido con el rebote con unas pocas ganancias. Si vuelve a caer en los próximas días igual inicio una posición especulativa de nuevo...