Farmas USA

NYMX

BD a todos, vistazo rápido a la bolsa y sigo currando.

Pues sí, ayer tuvimos presión vendedora emborrachados por las pluses, en realidad cambié de opinión anoche tras la conferencia, igual me equivoqué, aunque por lo pronto las pluses están ya en el bolsillo por lo que pudiera ser, pero empiezo a tener la misma sensación que tú. Estaré listo delante de la pantalla a las 15:00, o antes, jejejeje.

pero que es lo que dijeron en la conferencia que tanto os entusiasma??

Pero lo mas importante, que es lo que tiene ahora la empresa por delante? que el farmaco se lo aprueba la FDA, no?

el plazo standard es de 10 meses despues de solicitud del NDA. anda que no hay tiempoooooo!!!

Ahora mismo la compañia esta donde os marco la flecha roja.

NYMX

"Meet the 150 companies in the D.C. area with the highest ratings from their employees"

Ranking by Life-sciences Novavax second.

http://www.washingtonpost.com/wp-dre/capital-business/top-workplaces

NVAX

No tiene importancia, pero una cosita más. ;-)

Uy framus que miedo me da esas etapas en las farmas.

NYMX

Visiondelmercado, puedes echar un vistazo a las MNkD

Bien, por lo que leo en Stocktwits parece ser que el 14 de Agosto la FDA incluirá el NCE en su ORANGE BOOK.

- La FDA no apela la decision del juez ( el plazo para la apelacion vence mañana Miercoles 29 Julio )

- El intento de meterse por medio Watson Laboratories ha quedado denegado.

- Todas las solicitudes ANDA ( genericos ) seran rechazadas el 17 de Agosto.

HABEMUS NCE DE UNA PUÑETERA VEZ?

Eso parece, la exclusividad por 5 años parece un hecho ya. 

El veredicto a favor en la primera demanda parece que se va aplicar ya de una vez por todas.

No puedo corroborar esta información, voy con el movil, seguro que para la tarde hay algun link en alguna parte a huevo que explique todo esto.

AMRN

MNKD SEMANAL

Parece que se ha apoyado donde debia.

Si lo pierde en cierre en semanal ... pues a la siguiente rayuela verde

IMMU, menos mal que me salí......
Parece ser que EPRATUZUMAB ha fallado y en pre, cae un 32%......
Aún no encuentro la new, pero el pre sí lo veo, y en Yahoo dicen que la causa es esa...
Me siento como en un campo de minas, siempre con el peligro de pisar una y explotar...

ARRY CTIX CYTR DMPI GALE LLBO TPIV

Sigo con toda la cartera color culo de chimpancé, con pérdidas desde el 3% de ARRY hasta el 35% de TPIV...
De todos modos, nada insalvable en un par de sesiones buenas y con news atractivas....

DMPI, de los 13M del offering, comprendiendo acciones a 0,60 y warrants ejercitables en 5 años a 0,75, se publicó ayer un 8K segúnel cual, ya hay solicitudes de institucionales para 3,35M, incluyendo en esa cantidad 157k $ en compras de insiders...el offering se cierra el 31 de este mes....y luego, quedará todo el mes de agosto y una semanita de septiembre para resultados de VAL-083....la idea es salirme antes de la fecha prevista, el 8/9 de septiembre....

Between July 16, 2015 and July 26, 2015, DelMar Pharmaceuticals, Inc. (the “Company”) entered into subscription agreements for the sale of 3.35 million shares of common stock and 3.35 million common stock purchase warrants for an aggregate purchase price of $2 million (including subscription agreements with officers and directors of the Company for an aggregate purchase price of $157,000), pursuant to the Company’s public offering on Form S-1. The warrants have a term of five years and an exercise price of $0.75 per share.

TPIV, también ha publicado 1 formularios 8K, en relación al S1/S3, en el que se ofrecía un máximo de 68M de acciones/warrants:

On July 16, 2015, the U.S. Securities and Exchange Commission declared effective Post-Effective Amendment No. 2 to our Registration Statement on Form S-3 on Form S-1. The Registration Statement registered, among other securities, shares of our common stock underlying Series B Warrants. Between July 16, 2015 and July 21, 2015, holders of the Series B warrants exercised 5,570,000 of the Series B warrants registered under that Registration Statement. As a result of those exercises:

•we received approximately $1,114,000 in cash (which we intend to use for general corporate purposes and working capital) and

•we issued 5,570,000 shares of common stock, which amounts to approximately 12.8% of all shares outstanding immediately after such issuance.

También han publicado otro 8K, comunicando un acuerdo con MAYO CLINICA...

On July 21, 2015, we entered into a License and Assignment Agreement with the Mayo Foundation for Medical Education and Research (the “Mayo Foundation”) pursuant to which we acquired certain intellectual property rights from the Mayo Foundation for the development and commercialization of certain products, methods and processes property relating to a folate receptor alpha immunotherapeutic vaccine comprised of a set of unique peptide epitopes targeting breast, lung and ovarian cancer. The License and Assignment Agreement resulted from our exercise of an option that we acquired from Ayer Special Situations Fund I, LP (“Ayer”) that was issued pursuant to a Technology Option Agreement that Ayer entered into with the Mayo Foundation on March 18, 2014.

The Mayo Foundation granted us a license (with a right to sublicense) on a worldwide basis to make, sell and use products for therapeutic use against breast, ovarian, lung and other cancers that express folate receptor alpha. This license is an exclusive license for products that are based on the intellectual property and non-exclusive for products that are based on Mayo Foundation know–how and materials. The intellectual property that is being licensed includes (i) U.S. patent application numbers 12/303,054 and 13/202,236, (ii) U.S. patent number 8,486,412 and 8,858,952 and provisionals, (iii) divisionals including 13/917,410 and (iv) continuations including 14/484,057.

The Mayo Foundation granted this license in exchange for an initial upfront payment of $350,000, which was made on July 21, 2015. Upon the payment of the initial upfront payment, the Mayo Foundation assigned to us IND # 14546, and we assumed all responsibility and liability for this investigative new drug application. In addition to the initial upfront payment, we are to pay additional upfront payments, an annual license maintenance fee, milestone fees and royalty fees (which will be subject to a minimum annual royalty fee once royalty fees are due).

The term of the Agreement runs from July 21, 2015 until the date of our last obligation to make payments under the Agreement, provided that the Mayo Foundation may terminate this Agreement if, among other matters, (i) 30 days after providing us with notice of a material breach of this Agreement, we fail to cure such breach, (ii) we fail to make a sale of a licensed product by July 21, 2025 and (iii) we cease to conduct business in the normal event of operations or become insolvent or bankrupt.

The foregoing is a summary of the material terms of the Agreement and does not purport to be complete. You should read the complete Agreement, which shall be attached as an exhibit to our Quarterly Report on Form 10-Q for the quarter ended June 30, 2015. We will seek confidential treatment for certain terms of the Agreement at the time of filing such Quarterly Report.