Farmas USA

Estupendo.
Vamos a ver si el upgrade de Roth nos anima el precio el Lunes.
SNTA

Erdys,

mi porra particular es que sobre los datos que ya conocemos del primer trimestre parcial de ventas de botellas, las cifras oficiales doblaran como poco debido a la cantidad de muestrario gratuito que liberaron para apoyar la captacion. Aunque las cifras economicas no acompañaran por el quemado de caja ( para eso pidieron 100 kilos a finales de año, para darle buen uso)

Pero ademas de las cifras de Vascepa, aqui lo unico que importa de cara a Mayo es la espectativa de NCE debido al movimiento detectado de la FDA.
Yo creo que la FDA esta moviendo ficha e iniciando determinados cambios a raiz de la aceptacion del NDA de ANCHOR para preparar el camino.
Dudo mucho muchisimo que se mueva tan rapido como para que en Mayo le den el NCE, pero en cualquier caso, bien pudieramos tener de nuevo un mini-calenton del precio que trate de acercarnos a los 8$. Por mi parte, si esto fuera asi, aprovechare para hacer caja en caso de que de nuevo tengamos delay, y esperare para re-entrar abajo en 6altos.

Bien mirado, con la gaita del dichoso NCE, tenemos cada mes un +10/+20% que no hay razon para desdeñarlo.

AMRN

SNTA

En el peor de los casos se nos animará para el ASCO.

Por cierto, un forero tímido me sugiere que para un contacto rápido en caso de crisis y otro tipo de comentarios especulativos quizá funcionara bien montar un grupo de Google o incluso de chat vía Skype o Whasapp. Ahí lo dejo.

Un forero timido? ;)
Por el objetivo en si mismo no es mala idea en absoluto, pero por mi parte , con todo el tiempo que paso con vosotros, cuando me harto cierro Rankia y desconecto. Si ademas me empieza a sonar el movil ( y lo grupos acaban siendo masas inmanejables ), en casa ya si que una que yo me se me lo tira por la ventana.

A ver si habla ahora... :)

A mí tampoco me gustan los grupos de chat más o menos por lo mismo, pero uno de correo de Google podría venir bien. En cualquier caso, puedes configurarlo para que no suene según el grupo o el remitente.

PS: suerte que nos domestican. Yo tengo a uno que me saca a rastras de los pelos de delante del ordenador.

Framus llevo tiempo pensando en vender en cerca de 8 y recomprar más abajo, pero por desconocimiento y miedo no lo he hecho.

Saludos

Por desconocimiento a que?
Miedo , supongo que te refieres a vender y que se dispare, no?

NAVB

Presenta resultados trimestrales el 8 de mayo antes de apertura del mercado. Está a buen precio, tiene el fármaco aprobado, un mercado enorme y posibilidad de que le amplíen las indicaciones; creo que en junio habrá datos de ventas, para el 4.º trimestre posible aprobación europea.

" While this story is holding together as investors might have hoped, the stock is down nearly 30% since the product received approval, and down more than 17% as of April 22. This is now a story about further approvals for new disease indications, uptake by surgeons and hospitals and actual product revenues. Lymphoseek will be marketed through Cardinal Health Inc. (CAH), the largest sales channel for diagnostic isotopes in the U.S."

¿Alguien tien alguna información más? Tiene una pinta estupenda. ¿Alguna idea sobre los resultados del 8? ¿Ha cobrado alguna prima? Supongo que sin ventas y con gastos igual la tumban.

Por técnico o rebota ya mismo o tiene pinta de irse los infiernos.

Conferencia del 1 de mayo
http://seekingalpha.com/article/1391791-navidea-bioph

We will book this revenue monthly and receive payments from Cardinal Health 45 days after the end of each quarter related to those monthly sales during the quarter. As they achieve certain sales levels, likely during the first 2 years following product launch, we will receive a total of $3 million in additional milestone payments, which will be recognized when earned. With respect to costs related to Lymphoseek, this is also fairly straightforward. Cardinal Health bears the primary costs related to marketing, sales and distribution, including the headcount costs to support their field sales force and cadre of nuclear pharmacists and technicians. Navidea bears the costs of the manufacturing product. We estimate our contribution on Lymphoseek sales will be similar, approaching 75% on a long-term basis, although we do expense -- expect some levels of marketing support in medical education costs as a part of our structure during the initial stages following the launch.

MAA, seeking approval of Lymphoseek in the EU for use in interoperative lymphatic mapping, not specific to any particular solid tumor type, and could receive a positive CHMP opinion as early as the fourth quarter of this year.

On the basis of the data to date, the Data and Safety Monitoring Committee has recommended the trial to be closed. We are presently evaluating the full data set and the committee's guidance. Based on our current understanding, we believe we may follow the DSMC's guidance and close the trial in the near future. If we close the trial, we plan to talk to the FDA about our desire to file a supplemental NDA for label expansion into head and neck cancer and to potentially seek a Sentinel Lymph Node Biopsy claim.

The potential market of an expanded indication for Lymphoseek includes not only the head and neck cancer indication, but also other important cancers, such as colorectal cancer, prostate cancer, ovarian cancer and lung cancer, where current lymphatic mapping agents have not proven to be effective.

These additional indications would expand the market 3x to 4x to an incidence of over 1.25 million people in the U.S. annually and over 8.6 million people worldwide.

Reembolso: probably in less than 50%. getting it through Medicare, starting on the October 1st government cycle of this year

There are sort of 3 segments here. Relative to Medicare and Medicaid, those patients covered by CMS is 25% to 30% of breast cancer and melanoma surgeries, lymphatic mapping procedures is currently practiced. Then there's another portion that may be, somewhere in the 50% of the residual on the private side, that actually take the lead from CMS. And then there's the remaining group that have quite an array of, as we pointed out, contracts and processes. Many of these actually have new product adoption methodology. So in summary, some of them actually get out front with CMS, but that's all part of the targeting component. And so as I said, as of now, we've started to reach out to these private payers, as well as working with CMS.

Más info:

http://www.bizjournals.com/columbus/news/2013/05/01/at-long-last-lymphoseek-launch-marks.html

http://www.4-traders.com/NAVIDEA-BIOPHARMACEUTICAL-9737529/news/Navidea-Biopharmaceuticals-Inc-Navidea-s-Presentation-of-Top-Line-Interim-Analysis-of-Lymphoseek%AE-16683292/