Farmas USA

Creo que se ha dado a conocer la suspension de un trial la semana pasada ... No he podido ver mas
EXEL -5%

Yo acabo de saltar del barco. No me fío, me recuerda a cuando bajaron otras como TGTX o DVAX hasta los infiernos y las durmieron un buen tiempo antes de volverlas a subir. Suerte a los que estáis dentro. 

ACAD

EXEL

Roche suspends MODUL CRC trial following iDMC review of cohort 4 (Cobimetinib + atezolizumab combo) data
https://clinicaltrials.gov/ct2/show/NCT02291289

Very negative read-through to imminent Ph3 IMblaze370 readout for Cobimetinib + atezolizumab combo in CRC

gracias Ana, joder, todo hostias ultimamente ... :(

Y el +4% del Xbi hoy? Alguno lo ha sentido en las suyas?? Porque de las mias nada ... Y mañana vendra el pullback de marras y ya la volvemos a liar

ACAD

Biotech2k ha decidido vender todas, tanto estas como SAGE.

https://www.investorvillage.com/groups.asp?mb=19595&mn=2107&pt=msg&mid=18178714

I have exited CNS as a whole

I have debated this for a long time. I don't know the science as good as I do for Hematology, Immunology, Oncology and now Genetics. I should have done this when ACAD was at $38 and I first considered it. Then again, I would have missed SAGE going from $55 to $160. This puts a dent into my YTD performance of -4.4% to start the year. After INCY last week and ACAD this week, I think only down -4.4% is a small miracle. Its a testament to spreading out your bets and limiting the downside to maximize the upside. 

For ACAD, I lost all my 200% gain and sold today with a long term loss of -12%. That is a tough one to stomach. I am probably selling the bottom here. I know that. 

For SAGE, I have a long term gain of over 300%. I think it could be the best CNS company ever. This one had to go too if I was getting out of CNS. 

On a trading basis, It actually came out to a net neutral. I had huge massive gains in SAGE that offsets 90% of the short term losses I took in ACAD. 

This is going to bring me very heavy into the cash now. I will put it back to work slowly. 

XBI velas 1h

ya se ve lo que sera mas probable que nos toque mañana ...

Y Trump pensando en meterse en Siria a saco...que personalmente pienso que se debería haber entrado hace mucho para detener las salvajadas que se están haciendo.
En fin..decide en 24-48 horas...bufff
Off topic

• EXEL

Info confidencial hasta finales de marzo. Sale hoy. A ver si va a ser bueno y es un bear raid. Aquí voy perdida, la verdad.

https://t.co/Bhx69gNX7O?amp=1

Edito: parece que nadie sabe en qué afecta esto a exel, pero por lo pronto se confirma que no afecta al ensayo  que el mercado està esperando. Por lo pronto me ciño a mi hipótesis de intento de bear raid.

https://clinicaltrials.gov/ct2/show/NCT02788279