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Farmas USA

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Farmas USA
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#113849

Re: Farmas USA

me temo que es harto difícil que ese stock multiplique por 16 , y como poco solo para dejar de ser nanocap ,  suerte con él.

  • Mega-cap: Over $100 billion
  • Large-cap: $20–100 billion
  • Mid-cap: $2–$20 billion
  • Small-cap: $250 million–$2 billion
  • Micro-cap: $50–250 million
  • Nano-cap: Below $50 million

 en este foro lo minimo que intentamos tratar son las small cap pa'rriba.

salvo un par de excepciones que por aquí a alguno le gusta "disfrutar" como AKAO y MLNT.

#113850

Re: Farmas USA

AKAO

Me he tragado la subida y he picado con un puñado más de cromos a 0.57  promedio 0.64

Haber si se animan antes del cierre, para largarlas todas,,,, :))

#113852

Re: Farmas USA

AKAO
A 1,20 las llevo Nachete. Yo sí que he picado con estas.

#113853

Re: Farmas USA

AKAO

Yo ya les palme,, en su momento - 16K €

Hace unos dias que las llevo otra vez,,, ains,,, haver si hay rebote.. 15K cromos llevo.

#113854

Re: Farmas USA

MLNT el caro corto acertó,, un nada desdeñable -10% 

#113855

Re: Farmas USA

RVNC

100 cromos a $15.52. Salvo que no baje bastante no creo que aumente. Me ha parecido ver un bloque de compra bastante grande hoy, no sé si estará correcto o será un error de yahoo.

DCPH

He iniciado posición con unas pocas a $25.17. La lleva b2k, resultados de su fase 3 a mitad de año, su comentario:

"The first line drug has about a 40% response rate and there is little help from anything when that fails. I think BPMC will split the market with DCPH since they both do well in different mutations. The big deal will be how they measure up against BPMC in Systemic Mastocytosis. BPMC has breakthrough therapy in that indication with over 80% ORR. It seems clear to me that DCPH is second best in this PDGFRa/KIT kinase. They do have other kinases in the early clinic. I actually give DCPH more revenues in GIST since they cover a broader spectrum of mutations vs BPMC targeting two mutations extremely well."

Su ficha:

Starting DCPH at 4.34 stars
First Recommended: Looking to buy @ $25.00

They have an interesting pipeline of pathway drugs. Many of them are still early stage, but they have an interesting approach to blocking kinase activation. I think they need to show success in Systemic Mastocytosis or one of the two other programs before I really will start recommending them. Right now they only have success with one drug in one indication.

Management: 4.33 stars

  • Clinical Development: 4 stars (No Breakthrough Therapies Yet)
  • Manufacturing: N/A
  • Financial Management: 4 stars (Not profitable yet)
  • Commercial Sales: N/A
  • Good Communications: 5 stars

Science: 5 stars

Deciphera has a lead drug for PDGFRa/KIT which has a broad efficacy across all mutations of PDGFRa and KIT. They are exploring this in GIST and Symstemic Mastocytosis. They have an early phase 1 drug for TIE2 pathway which is implicated in angiogenesis. They have a third drug in phase 1 for CSF1R which is used in stimulating the producition of macrophages.

Potential: 5 stars (+311% over 10 years = 31% annual)

Ripretinib in GIST - $500 million
Ripretinib in Systemic Mastocytosis - ?

Total Peak Sales = $500 * 8 P/S = $4 billion Market Cap peak

Financials: 4 stars (Not Profitable Yet)

Cash = $321 million
Cash Burn = $25 million per quarter
More then 2 years cash

Risks: 3.4 stars

-Diversified Pipeline: 5 stars (3 drugs in pipeline)
-Stage of Development: 3 stars (Phase 3)
-Commercial: N/A
-Secondaries: 4 stars (More then 2 years cash)
-Clinical Failures: 5 stars (No failures yet)

Total Ranking: 4.346 stars

#113856

Re: Farmas USA

MEIP [NASD]   Market Cap 224.36M

https://investor.meipharma.com/2019-03-12-MEI-Pharma-to-Present-at-the-29th-Annual-Oppenheimer-Healthcare-Conference

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Financial Highlights

  • As of December 31, 2018, MEI had $93.4 million in cash, cash equivalents and short-term investments, with no outstanding debt

https://seekingalpha.com/pr/17405992-mei-pharma-reports-second-quarter-fiscal-year-2019-results-operational-highlights

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Our pipeline includes four clinical-stage drug candidates targeting different mechanisms critical to overcoming cancer progression and drug resistance:

  • Pracinostat, an oral HDAC inhibitor;
  • ME-401, an oral PI3K delta inhibitor;
  • Voruciclib, an oral CDK inhibitor; and
  • ME-344, a mitochondrial inhibitor targeting the OXPHOS complex
  • https://www.meipharma.com/our-program

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Obs-Canal ascendente con + 80% en 2019- Creo ver un IHCH,