Farmas USA

ZLCS

A raíz de la dilución de GALE, retomo el tema de la venta de autocartera de ZLCS. Creo que la situación es la misma: primero presentan la venta (a un precio inferior a mercado) y unos meses después, el S3 de dilución.

GALE avisó con un formulario 8-K igualito al de ZLCS en diciembre:

"The offering of the units is being made pursuant to our existing shelf registration statement on Form S-3 (File No. 333-167025), which was filed with the Securities and Exchange Commission (the “ Commission ”) on May 21, 2010 and declared effective by the Commission on May 28, 2010 and a registration statement on Form S-3MEF (File No. 333-185526), which was filed and became effective with the Commission on December 17, 2012 pursuant to Rule 462(b) under the Securities Act of 1933, as amended (the “ Securities Act ”). The offering is described in more detail in a prospectus supplement dated December 18, 2012 and an accompanying base prospectus dated May 21, 2010. "

Del de ZLCS:

"All shares of Common Stock to be issued and sold to LPC under the Purchase Agreement will be issued pursuant to the Company's effective shelf registration statement on Form S-3 (Registration No. 333-183538), filed with the Securities and Exchange Commission in accordance with the provisions of the Securities Act of 1933, as amended, and declared effective on September 17, 2012, and the prospectus supplement thereto dated May 8, 2013"

http://investors.galenabiopharma.com/secfiling.cfm?filingID=1193125-12-508557&CIK=1390478

Vamos, para mí ZLCS diluirá en cuestión de meses.

GALE

Por lo que yo veo, la dilución esta responde más a acuerdos sobre warrants anteriores, concretamente a lo que explico en el mensaje anterior.

Las condiciones de la venta y comercialización de Neuvax van por otros derroteros:

In exchange for the Abstral U.S. rights and related assets, at the closing we paid Orexo $10 million in cash from our cash on hand, and we have agreed to pay to Orexo: (i) $5 million in cash upon the earlier of (a) the approval by the FDA of a specified U.S. manufacturer of Abstral and (b) the first anniversary of the closing; (ii) three one-time future cash milestone payments based on our “net sales” (as defined) of Abstral, and (iii) a low double-digit royalty on future “net sales.” No further milestone payments or royalty will be due after the date on which all claims of the last remaining licensed patents expire (currently 2019) or become invalidated by a governmental agency.

We have identified a commercialization team to manage our planned launch of Abstral in the fourth quarter of 2013. To fund our acquisition and launch of Abstral, we intend to enter into a debt financing, subject to customary closing conditions. We expect the debt financing to consist of a $15 million term loan to be drawn in two tranches. Terms are expected to include a coupon rate of approximately 7.59 percent and 4.5 percent warrant coverage. Payments of interest only would be due monthly through approximately April 2014, when payments of principal and interest would become payable for 30 months to repay the term loan in full by maturity in 2016. The actual terms of the proposed debt financing, however, may be different.

El_guare, que las apuestas van en tu contra. ¿Cerraste el corto la semana pasada cuando te dio oportunidad o seguimos el combate para KO?

Si efectivamente cerré en la caída del miércoles con profits ahora voy full de mcp pero lo que se llama full y btu finalmente las znga que están de encanto,!con Thld digamos que me retire en el primer round ganando y me acobarde pal segundo estar contra framus no es algo fácil no te imaginas el susto que me dio saber que tenía el doble que yo en largo jajajaja, la cartera actual esta para obtener fuertes ganancias en menos de 15 días

Mcp 30000
Btu 13000
Znga 20000
Znga opción 3.50 250 contratos vence 22 junio

Esperemos que pasa pero nada es farma así que sería un off topic ya que las achn las vendí antes de mini crack

Mi cartera EL_GUARE, por si te da ideas. Todo largo.
Normalmente tengo 4 a lo sumo, pero antes de descansar una temporada me he metido de lleno.

ACHN
ARNA
AMRN - buy conviction
COT
OME
ODP
SNTA - un error que se que voy a lamentar
THLD - buy conviction

Salvo el 50% de AMRN y ARNA que es toda una incógnita, el resto estará liquidado a mas tardar a lo largo del mes de Julio.

http://www.fool.com/investing/general/2013/05/26/new-pancreatic-cancer-drug-an-fda-priority.aspx

The FDA has granted Celgene's abraxane priority review as a first-line treatment for advanced pancreatic cancer, a move that shortens the normal review period by four months.

CELG

https://docs.google.com/spreadsheet/lv?key=0AmTJU8mIVSebdGFUY253Y3BsTDBzbWRXSFVjbDZ0bHc&f=true&noheader=true&gid=4

http://stocktwits.com/message/13778897

3263 Vascepas, incremento de en torno a un 7,5%

Jaja. ¿Miedo tú? Na, solo has considerado la advertencia de peligro. Se podría decir que el combate ha quedado en tablas: por lo pronto tú llevas la pasta y Framus los huevos ;)

PS: si el mensaje lleva una sola farma o una respuesta a un mensaje del hilo ya no es off-topic, hombre. Y luego tenemos las adoptadas.