Farmas USA

Dentro a 42'

Con un par !

EDITO:
De mi lista de farmas a seguir, estan todas en rojo. Se salvan 4 y el apuntador.

Mal día para ser framaadicto !

5000 cortos a ACHN a 10.38

Aunque estoy empezando a cuestionar si fue una buena idea entrar a 3,37...no digo el entrar en si, sino el precio de entrada, pero claro cuándo uno la ve más abajo nunca sabe e independientemente del doble suelo en 3,04 me parecia una buena razón para entrar el que

aquí dejo un artículo con 4 razones para comprarla,

http://seekingalpha.com/article/913631-4-reasons-to-buy-horizon-pharma?source=email_rt_article_readmore&ifp=0

me llama la atención particularmente la siguiente:

In my opinion, Rayos estimated market could be between $1 billion to $3 billion. In the case of a compound of prednisone, the manufacture would have a very low cost. Horizon's capitalization today stands at only $115MM.

y un comentario al artículo:

"The negatives cited ... were and are of concern ... However, there were positives then, as there are now. The FDA approval of RAYOS is obviously one of them. Another is the manner in which DUEXIS is trending. [The author] had noted that, 'Horizon's newly launched DUEXIS has had a fairly anemic launch to date and is currently tracking at a $7MM annual run-rate.' As an update, here are the CEO's comments (excerpted from today's earnings call transcript) regarding DUEXIS:

'First, results we present today for DUEXIS show continued progress in prescription demand. We reported increase for DUEXIS of 91% gross revenues compared to the first quarter of 2012. We also reported an increase in total prescriptions for DUEXIS of 81% versus the first quarter of 2012 ...

To further our focus to driving sales growth to DUEXIS in the U.S. we are now focused on finalizing the expansion of our initial 80 person sales force to 150 sales representatives. In addition, we recently announced the co-promotion agreement with Mallinckrodt [a pharmaceutical business of Covidien] ... Our sales force expansion along with this co-promotion will enable us to significantly expand our reach and frequency against key high value prescribing physicians to treat patients with osteoarthritis and rheumatoid arthritis. We believe the combination of our additional Horizon sales representatives along with the substantial promotional efforts of Mallinckrodt will increase our [call on] position target to five-fold from 10,000 physicians to 50,000 physicians beginning in the fourth quarter. '

"Of course, all of this base-building costs money, and the race is on regarding SG&A vs. (hopefully) ramped-up revenues. Who wins the race? One factor to consider might be who has skin in the game, and whether they represent serious investors or the pump-and-dump crowd. For it may be reasonably assumed that if there are serious investors here with some meaningful capital at risk, then their (presumed) due diligence would be correlated with a favorable investment outcome.

A few days ago (August 2) it was reported that Sutter Hill Ventures has a 6.1% stake in Horizon. 'Sutter Hill has financed technology-based start-ups and assisted entrepreneurs in building market-leading companies since 1962' (from their website). A Managing Director of Sutter Hill is Jeffrey Bird. A year ago, Bird bought 143,000 shares of HZNP at 9. This past February, he bought an additional 680,000 shares at 3.59, bringing his position to over 833,000 shares at an average price of 4.58/share. [He has since added over 575,000 shares at an average price of 3.49.] In similar fashion and over the same period, Atlas Venture Fund (another venture cap group) made two purchases totaling close to 1.2 million shares, averaging 5.28/share. A third group - Essex Woodlands Health Ventures - has made two purchases totaling just over 3 million shares, at an average price of 4.17/share.

Do these folks strike you as short-term hit-and-run types, or serious venture capitalists who, over the longer term, seek incubation-type opportunities where they can multiply their risk capital by 10- or 100-fold? Just sayin'."

Just sayin' that, more often than not, while BS will walk, money will talk.

Animo chic@s!!
Muy mal dia hoy. Pero ya sabeis que todo lo que baja ... acaba subiendo.

Todo depende de como lo mires !

Hoy esta es la perspectiva de como empujan lo muy cabrrrrrrrrrrrrr .........

Todavia tenemos tiempo de escurrir buenas formas y que nos den leche

Mañana tendremos mas suerte

Mañana toca rebote Proctor!!