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Farmas USA

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#28683

Re: Farmas USA

Alma caritativa al rescate (un poco tarde...)

clsn

clsn

CLSN

CLSN

SNTA

SNTA

#28685

Re: Farmas USA

CLSN

No estoy seguro si esto que extraigo del filing aporta algo mas a lo que ya se sabe:

http://secfilings.nasdaq.com/filingFrameset.asp?FileName=0001437749%2D13%2D006960%2Etxt&FilePath=%5C2013%5C06%5C03%5C&CoName=CELSION+CORP&FormType=424B5&RcvdDate=6%2F3%2F2013&pdf=

"Following the announcement of the HEAT study results, we have conducted a comprehensive analysis of the clinical data with key principal investigators, data experts and liver cancer experts. Emerging data from the HEAT study post hoc analysis demonstrates that ThermoDox® markedly improves PFS and OS in patients who had optimal RFA. The post hoc analysis indicates that if patients’ lesions undergo RFA for 45 minutes or more, they clearly benefited from ThermoDox®. These findings apply to HCC lesions from both size cohorts of the HEAT study (3-5 cm and 5-7 cm) and represent a sizable subgroup of approximately 300 patients. This data is subject to further verification and review by the HEAT Study Steering Committee.

Prior to the HEAT study results announced on January 31, 2013, and consistent with our global regulatory strategy, we announced on April 23, 2012 that randomization of at least 200 patients in the People’s Republic of China (PRC), a requirement for registrational filing in the PRC, had been completed. The HEAT study had already enrolled a sufficient number to support registrational filings in South Korea and Taiwan, two important markets for ThermoDox®. The future of these activities will be part of our strategic planning as we analyze the data announced on January 31, 2013 and may affect our partnership with Zhejiang Hisun Pharmaceutical Co., Ltd. (Hisun) described below.

On May 6, 2012, we entered into a long term commercial supply agreement with Hisun for the production of ThermoDox® in mainland China, Hong Kong and Macau (the China territory). Hisun will be responsible for providing all of the technical and regulatory support services for the manufacture of ThermoDox® in the China territory and we will repay Hisun for the aggregate amount of these development costs and fees, which we expect to be approximately $2.0 million in total, commencing on the successful completion of three registrational batches of ThermoDox®. As of March 31, 2013, we have incurred approximately $326,000 in costs to be reimbursed to Hisun. On January 18, 2013, we entered into a technology development contract with Hisun, pursuant to which Hisun paid us a non-refundable research and development fee of $5.0 million to support our development of ThermoDox® and we will provide research data and other technical support in relation to a regulatory filing by Hisun for approval of ThermoDox® for manufacturing and sale in the China territory. Following our announcement on January 31, 2013 that ThermoDox® in combination with RFA failed to meet its primary endpoint, Hisun and Celsion have agreed that the technology development contract will remain in effect while the parties continue to collaborate and are evaluating next steps in relation to ThermoDox®, which include the sub-group analysis of patients in the HEAT study and other activities to further the development of ThermoDox® for the China territory."

#28686

Re: Farmas USA - SNTA

Hola chicos, yo no llevo SNTA ni la sigo, pero lo que le ha pasado es muy parecido a lo que le paso a ANAC, no tuvieron los resultados que el mercado esperaba y bajo un 30% en un solo dia, se tiro 3 o 4 dias bajando un poco y luego, subio un 40%....

No tiene porque pasar lo mismo, pero ante resultados peores de lo que se esperan siempre reaccionan asi, se salen y luego vuelven a entrar.

Repito, cada situacion/pharma es diferente asi que suerte!!1

SNTA

#28687

Re: Farmas USA - SNTA

pues esperemos que se repita la historia: yo fui de los que compro Anac en la caída a 3.75
La vi bajar hasta 3.25 aguantando y al mes aprox las vendi a 4.1x creo recordar.
Veremos que pasa con Snta.

#28688

Re: Farmas USA - SNTA

Otra que está en la misma situación de SNTA es INFI, calcada, datos medio buenos en ASCO pero pánico retail por comentarios en twitter acerca de que los datos de la competencia podrían ser mejores. Mirad el konkorde porque está por el estilo, lleva entrando sangre azul desde que presentaron resultados (que fueron regulares). La caida de ayer la pone en 16 cuando cotizaba en 40 hace nada.