Farmas USA

ZIOP

Menuda vela dejó al final! :)) 

A ver si se atreve con el gap o no...  No había visto que el bastardo urgó en la llaga del delay al inicio de sesión, supongo que eso aceleró la caída.

Pues no pude estar pendiente en la sesión de ayer, pero dejé órdenes de compra a 3.90. Después del "buen" cierre de ayer, veremos qué hace hoy y ya veré dónde las suelto o si me las quedó. De momento, como hoy tampoco podré estar pendiente dejo órdenes de venta en 4.49.

ZIOP

ARDDM 

Aqui les dejo una joyita-pseudo chicharro que tiene el Jueves ADCOM y se ha derrumbado 36 % aayer y hoy con fuerza podria rebotar siguiendo los R Fibo, pero, lean y saquen sus propias conclusiones. 

y  estos dicen ...

[t]he Agency recommended that two adequate and well-controlled clinical trials be conducted to support the NCFB indication because,” among other things, “there were too many uncertainties with regard to duration of treatment, frequency of administration and endpoints to allow for reliance on a single Phase 3 trial,” and “the conduct of two independent trials would be important in providing replicative evidence supporting an overall demonstration of efficacy and safety.” On this news, shares of Aradigm fell sharply during intraday trading on January 9, 2018.

https://www.businesswire.com/news/home/20180109006741/en/EQUITY-ALERT-Rosen-Law-Firm-Announces-Investigation

pero dice SApha que ..... 

We still believe there is a 75% probability of approval at the PDUFA next month. 

The FDA’s briefing documents do not raise any concerns about the drug’s safety. In act, the agency notes in the documents that serious adverse events or SAEs were “mainly manifestations of the underlying disease and, in general, reflected hospitalization events and serious events

mostly associated with 35 pulmonary exacerbations that required intravenous antimicrobial treatment.”

The briefing documents once again confirm the drug’s safety. The question is whether the Ad Com on Thursday will turn out to be favorable. If it does, the upside in ARDM could be significant. Based on our conservative estimates, we had arrived at a price  target of $15 per share for ARDM. Our model though assumed that Bayer’s drug will also get an approval. Considering that Bayer has not notified about an approval yet, it is likely that the company was issued a CRL at the end of last year. This means that an approval for ARDM would mean even higher market share. The risk/reward profile here on offer makes ARDM worth a look, especially after the sell-off on Tuesday. However, we reiterate that ARDM is a risky bet and investors should consider their risk appetite before initiating a position.

The FDA’s briefing document have sparked a huge sell-off but in our opinion it has not thrown any surprises. What is mentioned in the documents was already known. Therefore, it would be premature to write off ARDM ahead of the Ad Com on Thursday. Remember that this is an area where there is an unmet and this is a factor that the agency will consider when it takes a decision on the Linhaliq NDA.

https://seekingalpha.com/article/4136445-daily-pharma-scoop-aradigm-sees-sell-ahead-ad-com-editas-provides-update-axsome-suffers

--

Y el short insterest del NASDAQ dice .. 

Inversores institucionales 32.02% 12/15/2017 343,979 178,147 1.930872 11/30/2017 358,831 268,982 1.334034 11/15/2017 250,553 97,370 2.573205 10/31/2017 185,659 186,156 1.000000

Futuros rojos. Parece que hoy nos van a dar ciertos palos...como mínimo de inicio

Futures sink on report China may slow U.S. bond purchases

https://www.streetinsider.com/Market+Check/Futures+sink+on+report+China+may+slow+U.S.+bond+purchases/13673657.html

 

 

Alguien me puede decir cómo volver a poner la versión antigua de stocktwits en el ordenador? Uso Mac y la nueva versión no me funciona

El compuesto de Bayer fue rechazado por la FDA en noviembre y la clave está en que los miembros que votan ahora, hay 5 nuevos y los 5 han de decir SI para q se apruebe o ARDM ha de convencer a alguno de los que voto NO a Bayer.
No se si sabes que el partner aquí es Grifols y que es para una indicación donde no hay ningún tratamiento y está en priority review.

https://api.stocktwits.com

Gracias Igonber, 

No sabia que estaba la espanola Grifols involucrada aqui, Lo que leo a SA que dice que los eventos que requirieron ingresos fueron consecuencia de la enfermedad y no efctos adversos de la medicacion, 

Si SA dice que ve un 75 % de aprobacion para el proximo mes, es que el ADCOM de manana se cancelo pero hoy debe rebotar pues no le han dado un rotundo No, o es que la ADCOM de como quiera se va a celebrar/ .?

ARDM