Farmas USA

ARQL

Una que parece que muere

El partner, Kyowa Hakko Kirin Announces Top-Line Results of Japanese Phase 3 Clinical Study of ARQ197 (tivantinib) in Hepatocellular Carcinoma

The primary endpoint is progression-free survival (PFS), and the top-line results did not

show a significant difference in PFS, between the tivantinib group and the placebo group.

$40m and debt/payables $23m... 71m shares o/s = net cash roughly 23-25 cents/share as of March 31st.

http://www.kyowa-kirin.com/news_releases/2017/pdf/e20170327_01.pdf

ZIOP

Otra para corto

Ziopharm Oncology (ZIOP) Announces Positive End-of-Phase 2 Meeting with FDA for Ad-RTS-hIL-12 Gene Therapy in Recurrent GBM

We appreciate the FDA’s feedback surrounding our plans to advance Ad-RTS-hIL-12-based therapy to a pivotal registration study for patients with recurrent GBM in 2017 and look forward to establishing the benefits of this novel therapeutic approach,”

https://www.streetinsider.com/Corporate+News/Ziopharm+Oncology+(ZIOP)+Announces+Positive+End-of-Phase+2+Meeting+with+FDA+for+Ad-RTS-hIL-12+Gene+Therapy+in+Recurrent+GBM/12707830.html

Edito: y MACK, por la noticia de disminución de dividendo del viernes

The company has $231M in cash which is greater than its market cap, giving the company low Price to Book and low Price to Cash valuation metrics. With  current operating costs pegged at $118M as of the end of 2016, Cempra has about two years of independent operation ahead of it.

Rumors are out there, however, that either Merck or Pfizer is interested in  buying Cempra. 

On 2/27/17, ROTH Capital gave Cempra an upgrade, moving its assessment from "Neutral" to "Buy

The Morgan Stanley retainer may well be a precursor to this move. The other important sign of a likely buyout soon is that Cempra has two Phase III's in the pipeline that larger companies like Pfizer cannot replicate, and both are on track good for either FDA approval or EU approval. 

Company risk in this trade seems transparent at this point:

https://seekingalpha.com/article/4058096-cempra-small-cap-biotech-may-soar-soon

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Short Interest - 24 % durante 2017 y - 40 % en relacion con el pico mas alto en Octubre 2016.

Grafico Diaro y Semanal alcistas en el  MACD y el Chaiking Money Flow,

 RSI en sobre venta en semanal

Yo dentro desde los 3.60

CEMP

Zoka, no cambies los títulos, mujer.

RGLS

Fuera a 1,65 las de 1.

Muy bien!!

¿Nos creemos la vuelta del sector solo?

De Cárpatos: " Dado que al mercado no le ha dado tiempo a mover el sector de cuidados de la salud tras el rechazo de la nueva ley sanitaria, todo el mundo está esperando a ver qué es lo que pasa con ella, así que será un sector que posiblemente tengan movimiento.

Yo aún las llevo. Espero que pase de $2
RGLS