Farmas USA

Sí, lo he visto... ¿alguna lectura o interpretación?

MLNT

He intentado buscar info del tal Peter Milligan, pero lo único que he encontrado es que hay un dibujante de cómics que se llama igual. Así que por el momento, solo lo que viene en la noticia:

Milligan most recently served as the Chief Financial Officer of G&W Laboratories, a privately held generic pharmaceutical company where he had oversight and leadership of all financial aspects of the company, including financial planning and analysis, accounting, internal control, treasury, and tax. Prior to that he was Senior Vice President and CFO of Exelis, Inc. (NYSE: XLS), a leading global defense and aerospace company effective with its 2011 spin-off from ITT through the sale of the business to Harris Corp in 2015. Prior to that he held various senior finance roles within ITT, Inc. He also spent over 10 years at AT&T in roles of increasing responsibility within their finance function. 

Milligan holds a M.B.A. from New York University with a concentration in Finance and Economics and a B.B.A. in Accounting from Hofstra University.

 

Sobre si le vendrá bien el cambio a MLNT, creo que dependerá más de que les aprueben Baxdela en Europa, que según dijo Mugi se decidía esta semana, que de este cambio. Yo me salí del valor la semana pasada, con bastantes pérdidas, harto ya de las bajadas constantes, ídem que AKAO.

CNAT arrastrada (sin pasarse) por VKTX y el tema nash

RDUS , RSI en 22 pero aun asi MACD inicia ciclo a bearish … por lo que he podido ver anteriormente de un -10% desde estos niveles va a ser difícil que se libre. Sinceramente, espero equivocarme.

 

No me gusta lo que veo por ahí fuera … me quito las SGYP de encima por ahora, le saco un par de cientos y cash a casa. No descarto hacer intras con ella, 1,65 - 1,72 ( y si supera los 1,72 me la pienso de nuevo )

 

edito: 

y acabo de ver el breakdown de la alcista de REGN ...

AMRN TGTX

Pues parece ser que van a apurar el Q3 para soltar las news, y de mientras hundiéndose un poco cada día... empiezo a dudar que las haya jugado bien estas dos, pero ahora la suerte ya está echada (y, como comenté en su día, lo arriesgado en ellas es limitado).

jodo, te vas a comer dos eventos de fase 3 en el mismo mes … buena suerte Trantor, mucha buena suerte!!!

 

por cierto de lo dicho en el anterior post .. yo no se que carajo estaba mirando para decir que no me gustaba lo que veía ahí fuera … IBB +1,3% SPY +0,6% …. y REGN vaya velón de recuperación que se esta cascando … y yo como las vacas viendo pasar el tren :(

que velones en curso mas majos en EXEL, REGN y CELG … aguantaran?

How Exelixis, Inc. (NASDAQ:EXEL) Might just Have Shaken Out the Last of its Weak Hands

Everything is a matter of perspective, especially cross-timeframe views on stocks like Exelixis, Inc. (NASDAQ:EXEL). If you bought in at $30 around the holidays last year, you have to think this is the worst stock on the planet. But, for those who moved in under $5 in 2016, you’re still sitting on 200% gains. However, this is all smoke and mirrors. What matters for both imaginary people is whether or not, in theory, they believe it would be a good idea for someone new to move in and buy EXEL shares today.

For EXEL, the question comes down to whether or not the combination treatment from Bristol-Myers Squibb (NYSE:BMY) will win out in the long run against the company’s kidney cancer drug, Cabometyx. There are many other variables, given the drug’s foreign exposure. But the issue here is quite simply about competition. The competition has a better marketing apparatus. Morgan Stanley made this same point yesterday, tanking EXEL shares. However, this may be a truly powerful opportunity, as we will outline below.

Exelixis, Inc. (NASDAQ:EXEL), carrying a capital value in the market of $4.73B, trumpets itself as a biotechnology company, engages in the discovery, development, and commercialization of new medicines to enhance care and outcomes for people with cancer.

EXEL has a significant war chest ($500.4M) of cash on the books, which stands against about $99.9M in total current liabilities. EXEL is pulling in trailing 12-month revenues of $671.1M. In addition, the company is seeing major top-line growth, with y/y quarterly revenues growing at 88%.

The company’s products include CABOMETYX tablets for the treatment of patients with advanced renal cell carcinoma who received prior anti-angiogenic therapy; and COMETRIQ capsules for the treatment of patients with progressive and metastatic medullary thyroid cancer. Its CABOMETYX and COMETRIQ are derived from cabozantinib, an inhibitor of multiple tyrosine kinases, including MET, AXL, RET, and VEGF receptors.

It also offers COTELLIC tablets, an inhibitor of MEK in combination with vemurafenib for the treatment of patients with BRAF V600E or V600K mutation-positive advanced melanoma in the United States; and in combination with vemurafenib in other territories, including the European Union, Switzerland, Canada, Australia, and Brazil. Exelixis, Inc. has collaboration and license agreement with Ipsen Pharma SAS, Genentech, Inc., GlaxoSmithKline, Bristol-Myers Squibb Company, Sanofi, Merck, Daiichi Sankyo Company Limited, and Invenra, Inc.

The company was formerly known as Exelixis Pharmaceuticals, Inc. and changed its name to Exelixis, Inc. in February 2000. Exelixis, Inc. was founded in 1994 and is headquartered in South San Francisco, California.

Negotiations and Love Songs

As noted above, EXEL shares have been taking a near-term beating based on investors’ awareness that the company’s lead show dog is on a playing field with a couple treatments that have a much more experienced, connected, and well-funded apparatus behind them.

To capitulate short-term confidence, Morgan Stanley (arguably the ‘axe’ in the space) came out and stamped on hope with a note initiating coverage of Exelixis with a rating of underweight. They also put a $19/share price target on the stock, suggesting that Exelixis faces “a highly competitive market for lead candidate treatments like cabozantinib for kidney and liver cancer”.

However, we think this just wrings out the rest of the fast money and possibly opens up an opportunity here. Cabometyx is in a position to potentially replace Yervoy as Opdivo’s partner looking ahead, which would shift this entire equation on its head, granting this small biotech access to the very marketing machine that has been pressuring its market position of late: Bristol is sponsoring a 630-patient phase 3 trial to see if Opdivo plus Cabometyx can outperform Sutent.

The actual data is a long-term dynamic. But the market will top on the news, not bottom on it. The turn back higher is likely going to be about potential not confirmation. And that potential is already starting to be apparent.

https://fdaheadlines.com/how-exelixis-inc-nasdaqexel-might-just-have-shaken-out-the-last-of-its-weak-hands/

EXEL

 

Tenía órden para doblar posición en 1.36, pero como no me las dan, doblada posición en 1.40

NVAX