Farmas USA

off topic FAES FARMA

http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=ES%3AFAE&insttype=Stock&freq=2&show=&time=12

no la veo nada mal.

NVAX

Que así sea

Tras un ADCOM de dos días parece que PGNX y NKTR van a pegar el pelotazo. El comite no recomienda más trials para los opiáceos.

http://finance.yahoo.com/news/fda-panel-advises-against-large-163441520.html

PGNX +11.50% en la semana

NKTR +12% " "

Parece que anticipan algo sí

Yo estoy callado que se ha demostrado que tengo el gafe subido. Solo miro a NVAX y sonrio de medio lado.

NVAX. Algunas notas de un forero usano sobre la reunion anual de accionistas de hoy.

1) Erck noted the desire to stay independent and promote steady development.

2) There was some discussion of hiring in some people to manage distribution issues in the future. Erck noted that the CDC and ASIC often support some contracting facilitation (I think this is what this amounted to) to promote distribution in the future. No need for a large in-house salesforce (at least not yet).

3) MERS was discussed, the publication regarding NVAX data published (as is known) and simply noted the company's ability to produce, quickly, a viable vaccine candidate.

4) 10 milestone development projects were displayed involving various vaccine indications and there timetables for phase study results. Erck noted that the strategy was to seek earlier approvals via acceleration of development and phase study results.

5) They plan on hiring a Director of Investor Relations and adding 'manufacturing associates' who can management, direct, research manufacturing capabilities. Quality control and Quality assurance specialists may also be sought.

6) The maintain a mix of Intellectual property including patents and trade-secrets. Erck also noted the high barriers to entry in this field.

7) Mention of either on-going or prospective trials in India --- data to be reported in the near future. Some possibility of a MERS manufacturing capability in India could also be envisioned.

VTUS

Al parecer el rumor que ha corrido de que mañana daban los earnings ha sido una estimación que había en la página del nasdaq. Pero el mero rumor ha parado la subida en los 1'65 y han empezado a entrar órdenes de venta tochas. Anda que si el rumor hubiera sido que los earnings son malos...
Esta claro que este chicharro sube por mera especulación acerca de la reunión del día 19 con la FDA. A partir de hoy el riesgo empieza a ser alto. A ver si una vez aclarado el rumor vuelve a entrar pasta o los traders han cogido miedo.

no me habia vuelto a fijar en Amarin hasta ahora mismo .... la van a cerrar en ROJO? no me jodas!