Farmas USA

SGMO

b2k la valora en $8.5 ahora:

"There is still a lot to value with SGMO. Even without the gene editing, it can still do all that the CRISPR companies can do. It has Hemophilia A in partnership with PFE, it has Hemoglobinopathies with Bioverativ, and they have the whole CAR-T program for GILD.

They have $380 million in cash. 

I would value the pipeline at $500 million for a company at this stage of development with it potential. That would put the new fair value at $880 million or $8.50 per share. It looks cheap today, but I agree with Harry that you have to let it shake out. I think it could technically get driven to $5 before it bottoms."

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Perdonad tantos mensajes seguidos pero creo que es información interesante...

Cotiza en Zürich, Milán y creo q tb paris

He leído tb que el CEO de ALNY tb ha puesto paños calientes a los resultados de SGMO. A veces entre competidores tb se defienden ...

Bueno … se han visto hoy por momentos algunas velas bien feuchas en diario y en semanal ( la shooting star semanal ahora mismo en SMH … ) . SPY lo ha arreglado en el ultimo tramo de sesion ... pero aun queda el día de mañana y ya veremos …

… algunos stocks ya han iniciado camino esta semana ...TEVA

… otros parece que lo van a terminar … ARRY

pero ya veremos lo que nos depara mañana Viernes … 

XBI por ahora solo se esta haciendo un re-test de la bajista superada 

Sí, ha dicho que ellos también tuvieron resultados pobres la primera vez.

https://twitter.com/JMaraganore/status/1093589984878215169?s=19

AMRN

Pongo en vigilancia esta bull flag ...

SMH. Semiconductores semanal. Shooting star en progreso ...

QQQ. semanal. Shooting star en progreso ...

Amigo conductor, cuidadin … 

CBIO

Del PR sobre la presentación oral de esta mañana.

the mean annualized bleed rate (ABR) prior to the trial was 19.0 bleeds per year. All subjects who have completed dosing have had clinically significant reductions in ABR and five experienced no bleeds with individualized dosing of either 30 µg/kg MarzAA or 60 µg/kg MarzAA for 50 days. Six subjects had no spontaneous bleeds at their final dose level. The median proportion of days with bleeding for the seven subjects during the pre-study period was 11.0% and this was significantly reduced to a median of 1.0% during the treatment period (p = 0.016). A total of more than 450 days of subcutaneous dosing of MarzAA have been completed with only six localized skin reactions in two subjects, and no anti-drug antibodies to MarzAA have been detected to date.

EXEL

1. La caída de ayer parece que responde a esto:

The data readout from $MRK will likely have significant impact on the landscape of RCC treatment. We believe the risk-reward is skewed to the downside for EXEL. https://t.co/S4cqVFoDeK

2. Presenta el 14 de febrero en la Gugenheim Health Conference.