Farmas USA

Tu ya llevas una cartera de farmas y acabas de aterrizar, por lo que yo se, en esto de farmas USA. 

Esperate a ver como evolucionan antes de meterte en la caza de mas bichas que luego se hace imposible seguir dia a dia los sustos que pegan todas. :)

Si me permites el consejo, eh?

En cuanto a tu pregunta ya le di mi respuesta a Eleuterio, una respuesta mas concreta seria haciendo yo la busqueda,  ver el grafico de cada farma, evaluar ... quita, quita, si al final no voy a comprar yo prefiero pasar el domingo haciendo otras cosas ... :)

Framus,

Efectivamente, llevo relativamente poco invirtiendo directamente en farmas USA, no así invirtiendo en renta variable, casi siempre a través de fondos. Había tenido un fondo de biotech, y de ahí a pasar a invertir directamente en empresas seleccionadas del sector considere que no había un paso tan grande. Como he comentado, mi inversión principal está en NVAX (principalmente) y GILD.

A parte de esto, a principios de la semana pasada me hice una cartera especulativa (con poco dinero) para calibrar sensaciones con el 'trading'. Mi pregunta iba por si añadía algo a esta, pero ciertamente rallaba el abuso... me concentraré en las que llevo que, para el propósito del test, ya me sirve.

- Trantor

Subo el hilo de THLD mis notas sobre el estudio de Glioblastoma de Noviembre 2014.

Voy a ir revisando poco a poco algunos de los estudios y resultados realizados hasta la fecha

SNTA-
Ganetespib resistance in KRAS mutant NSCLC is mediated through bypassing the G2/M checkpoint and reactivating the PI3K/MTOR pathway

These results suggest that bypass of this checkpoint may be an important part of the resistance mechanism. Furthermore, we demonstrated that A549-GR cells were cross-resistant to docetaxel, an antimicrotubule agent. In addition, expression and activity of the PI3K/AKT/mTOR pathway members were significantly increased suggesting that reactivation of PI3K/AKT/mTOR pathway may be responsible for the observed resistance. To test this hypothesis, we treated parental and GR cells with a dual PI3K/mTOR inhibitor, BEZ235. Remarkably, A549-GR cells were more sensitive to BEZ235 compared to the parental ones suggesting that the acquired ganetespib resistance lead to increased dependence on the PI3K/mTOR pathway. Interestingly, a key activator of the PI3K/mTOR pathway, p90 ribosomal S6 kinase (RSK) was strikingly increased in the GR cells. Furthermore, A549-GR cells showed increased sensitivity to two highly specific RSK inhibitors, BI-D1870 and SL0101. These data suggests that the combination of inhibitors for HSP90 and PI3K/mTOR may prevent ganetespib resistance and/or help overcome the resistance after single agent treatment, providing the preclinical rationale for our planned Phase I/II trial of the combination of ganetespib and a dual PI3K/MTOR inhibitor in KRAS mutant NSCLC

SNTA- Ganetespib sensitizes colorectal cancer in vitro and in vivo to a clinically relevant regimen of radiation and chemotherapy
Presentation: Tuesday, April 21, 8:00 AM – 12:00 PM PT
Abstract number: 3442
Authors: Nagaraju, et al.

STA-12-8666

STA-12-8666: a first-in-class HSP90 inhibitor drug conjugate (HDC) designed to selectively deliver chemotherapy to tumors
Presentation: Tuesday, April 21, 1:00 – 5:00 PM ET
Abstract number: 4409
Authors: Proia, et al.

Preclinical testing demonstrates strong activity of STA-12-8666, an HSP90 inhibitor-SN-38 conjugate, in small cell lung cancer (SCLC)
Presentation: Monday, April 20, 8:00 AM – 12:00 PM ET
Abstract number: 1731
Authors: Gapanova, et al.

Development of patient-derived platform to assess activity of anticancer agents in pancreatic cancer
Presentation: Monday, April 20, 8:00 AM – 12:00 PM ET
Abstract number: 1465
Authors: Khazak, et al.

Hola Framus...
Este finde no habiá evento, según tengo entendido....
Empieza hoy por la tarde, por lo que si hoy se produjera un subidón, podría vender antes del cierre....
Otra cosa es que antes de abrir los mercados publiquen lo que van a contar luego por la tarde...

THLD

subi todos las conferencias que daban este finde
THLD

Data being presented on evofosfamide include:

Association between Chk1 inhibitor AZD7762-mediated modulation of pharmacodynamic biomarkers and potentiation of hypoxia-activated prodrug TH-302 antitumor efficacy in a human tumor xenograft model (Abstract #2424, Poster Section #22, Monday, April 20, 1:00 PM - 5:00 PM EDT)
Combination activity of the MEK inhibitor Pimasertib and the hypoxia-activated prodrug TH-302 in pancreatic and biliary tract tumor xenograft models (Abstract #2603, Poster Section #29, Monday, April 20, 1:00 PM - 5:00 PM EDT)
DNA repair processes involved with the hypoxia-activated prodrug TH-302: comparison to cisplatin and temozolomide (Abstract #3867, Poster Section #5, Tuesday, April 21, 1:00 PM - 5:00 PM EDT)
Hepatic hypoxia-activated intraarterial therapy: effect of selective targeting of hypoxia in a rabbit liver tumor model (Abstract #5271, Poster Section #23, Wednesday, April 22, 8:00 AM - 12:00 PM EDT)
TH-302 potentiates the antitumor activity of topotecan in neuroblastoma and rhabdomyosarcoma preclinical models (Abstract #5333, Poster Section #27, Wednesday, April 22, 8:00 AM - 12:00 PM EDT)