Farmas USA

los cortos han subido con respecto a ayer

de un 44% han pasado a un 51%
http://www.shortanalytics.com/getshortchart.php?tsymbol=arna

edito: aqui pone un poco los pies en la tierra
http://www.dailyfinance.com/2012/08/14/why-arena-pharmaceuticals-shares-jumped/

It will not, however, be a cakewalk for Arena. For one, Belviq still needs to be successfully launched. As we've witnessed from multiple biotechs recently, launching a new drug successfully is almost as difficult as getting it approved in the first place.

ARNA

han puesto este tuit, pero buscando por la red no he podido confirmarlo en ningún sitio...
---8 major institutions have increased their holdings recently...last reported 27% tutes....is likely in the 30% or more now.---

todas las noticias que he estado leyendo de diferentes páginas, se hacen eco de la subida tan fuerte que ha tenido,y que el motivo es por el rumor de takeover, pero sin especificar nadie más nada, solo eso

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lo que si que he encontrado ha sido de VVUS, y es curioso
http://finviz.com/insidertrading.ashx?tc=1

uno insider compra
VVUS MARIO ERNEST Director Aug 09 Buy a 21.83 15,000acciones
VVUS MARIO ERNEST Director Aug 10 Buy a 21.50 5,000acciones

y otro vende
VVUS SHORTLIFFE LINDA M DAIRIKI Director Aug 13 Sale vende a 22.00 un total de 20,000 accione
VVUS SHORTLIFFE LINDA M DAIRIKI Director Aug 10 Sale vende a 21.50 un total de 25,000

mirando los cortos de:

ACHN, han disminuido de un 56% a un 43% http://www.shortanalytics.com/getshortchart.php?tsymbol=achn

AMRN, han disminuido considerablemente ya que llevaban dos dias manteniéndose, bajando tb un 15%, de un 48 a un 35% http://www.shortanalytics.com/getshortchart.php?tsymbol=amrn

THLD, han bajo solo un 1%, encontrándose en un 53% http://www.shortanalytics.com/getshortchart.php?tsymbol=thld

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GNOM
¿toca mañana subida?viendo los gráficos http://www.shortanalytics.com/getshortchart.php?tsymbol=gnom
subida---3dias relax----subida---2dias relax---subida---3dias relax--¿mañana?
ya veremos a ver.. ;-)

SOBRE ARNA, interesante post de un usano

am trying to connect the dots in respect to possible EMA approval and all indications suggest a favorable outcome:

1) Belviq has already been greenlighted by the FDA.
2) The three EMA questions (per CC) are the basically the same questions the FDA had and has been thorougly answered.
3) Belviq is manufactured in Europe. (good politics never hurt).
4) Obesity crisis is also a serious health consideration in Europe.
5) It does not cause birth defects (wink, wink at VVUS).
6) Safe and efficacious drug.

We will get EMA approval and with that in hand in conjunction with FDA approval, Belviq will pretty much corner the rest of the world (ROW) in the obesity space. This is what it takes to become a MEGA BLOCKUSTER DRUG.

My political post analysis from a few months ago also gave me confidence in the FDA approval. For those who missed:

The political connection that convinced me that Lorcaserin will be approved
Margaret Hamburg was an Obama political appointee who is VERY close to the Obamas. Like President Obama, she is from Harvard. Like the president, she is also of mixed ethnicity. From that standpoint, you can start to understand how connected these people are.

Forget whatever recent statements she may have made irt to obesity epidemic. Anybody can say anything without really meaning (i.e. Von Eschebach's famous bridge to nowhere).

In Hamburg's case, however, I really believe she is determined to do something to help obese patients. She has publicly echoed Michelle Obama's concern regarding obesity. In public office, as in private, if the top dog wants something done, it will be done. Simple as that.

The FDA cannot only approve Qnexa without depriving a very large segment of the population (women of bearing age -- 16 to 48 years) of an obesity treatment. This is vhere Lorcaserin comes in with its safe, efficacious profile. Today, the setup for Lorcaserin approval could not be more perfect with the political winds in their backs.

Not too long ago, there were / are analysts, who believe none of the obesity drugs would ever get approval. If the hedgies are relying on that sort of outdated information, they will lose a lot of money in the coming days, weeks or months. If they are truly smart, they should cover their short positions and go long.

Tonight, I am more convinced than ever that Lorcaserin will get a relatively fair hearing on May 10, with subsequent FDA approval

as grandes y duras...
a ver si acabamos las frases!

Biotech Bounce; 10 Small Caps Under $10 Ready For Liftoff

Su Preferida es ZLCS entre (EXEL, TROV, ZLCS, XOMA, DYAX, OSIR, CLDX, ROSG, ARNA and OREX)

http://www.jasonbondpicks.com/news/biotech-bounce-10-small-caps-under-10-ready-for-liftoff/

Todo lo de ARNA viene originado por el hecho de que quitaron todas sus ofertas de trabajo de su web.
La acumulacion de ayer, muy ruidosa por cierto, viene de instituciones. Me comenta el super pajarraco que Vanguard puese ser la responsable.
La cuestion es cual fue primero. El rumor desató las compras de ayer porque realmente algo se cuece ... o las compras desataron la imaginacion y rumorologia ... en fin, veremos hoy que pasa.

Cuanto mas se caldee esto mejor y si se pone en los 9$ hoy de p.m , asi en caso de enfriarse me dara tiempo a vender en verde.

En cualquier caso, hoy ya tenemos una oferta:
http://www.arenapharm.com/opportunities.aspx

Buenos días!! el volumen de las dos últimas sesiones está mejor de lo esperado. Hoy que tengo cash voy a ver si le veo un buen momento para entrar. Los indicadores piden guerra, las fuerzas bajistas ayer la intentaron bajar pero no pudieron y eso es una buenisima señal.

Le veo una resistencia en 3,57 y quizá veamos los 3,6X
Yo voy a intentar entrar en 3,30$ pero a ver si no se va antes.

El jefe (Dr. Tardugno) ha dicho respecto del trial:
So what we intend to do is to make it very clear to the investment community that the trial has been successful in achieving its efficacy endpoint. But beyond that, as you know, many important conferences and publications required that submissions include information that has not been disclosed publicly. So there will be a lot -- an enormous amount of information coming out of this trial, much of which will be reserved for presentation at major conferences or included a reserve for the publication of the final trial data, which we hope will be in a major medical journal.