Farmas USA

AMRN

Vaya tontería se traen... Estan tocando las narices tela

los cobardes de ultima hora que saltan por la borda ... 

AMRN

Esperemos que sea eso y no alguien con información privilegiada jodiendo al placton

IBB
¡Qué suspense! Habrá que hacerse con un buen martillo percutor de esos que lo perforan todo:) Ojalá cayera mañana, no está fácil, pero podría ser ¿no?

Alguien me puede hablar de Valiant y Alimera sciences? Ayer subidon del 7 y el 10% y hoy bajonazo. Con las Alimera voy bien ,compradas a 2,65 pero las Valiant... Compre a 113$ y justo pegaron un bajonazo del 20% la semana pasada. Ayer recuperé algo.Gracias a todos.

Eso es lo que yo llamo una pregunta abierta, si señor ..

Valiant? o Valeant?? Si es la segunda hoy Anaramos ha posteado info sobre ella.

Valeant perdón

MNKD

Nuevo palo y PO 1$

RBC downgrades MNKD. Price target $1 and downgrades to under perform. RBC was MNKD's biggest supporter but no longer. Ouch.

MannKind Corporation
Physician survey indicates sluggish Afrezza growth; downgrading to UP
Our view: We are reducing our Afrezza sales ramp and peak sales estimates based on our proprietary physician survey. Hurdles include modest patient interest/ awareness, cost and access issues, and slow growth. SNY, if committed, could still deliver if it addresses overhangs identified. However, with uncertainty around when the collaboration achieves profitability and MNKD’s balance sheet, we reduce our PT to $1 and downgrade to UP.
Key points:
• Key take-aways. Our changed outlook is based on our proprietary physician survey which explains disappointing IMS prescription data and SNY reported sales. Physicians are not too concerned about Afrezza safety/efficacy and the majority are willing to prescribe Afrezza upon patient request. However, patient interest (or awareness) remains low and Afrezza prescriptions appear to get lost due to payer hurdles. In addition, physicians perceive Afrezza and patient-out-of-pocket costs to be higher than other insulin products. Our survey indicates modest future market share growth (+13-22% annually), although we believe the total addressable market opportunity for Afrezza remains large. See details on following pages.
• IMS prescription data shows that while Afrezza weekly prescriptions continue to increase, growth is modest and market share remains negligible at 0.15%. Note current usage reported by our survey respondents is higher; however, our sample size is small (N=51) and it correlates neither with IMS data nor reported sales.
• SNY reported sales were ~EUR1M (~$1M) in 1Q:15 (partial quarter), EUR2M (~$2.2M) in 2Q and EUR2M (~$2.2M) in 3Q. Lack of sequential growth was followed by comments from SNY that attributed part of a reduction in future sales to lower than expected Afrezza.
• Changes to our estimates and valuation. We reduced Afrezza sales ramp, which in turn pushed out profitability forecast for the JV and for MNKD leading to a reduction in price target (see exhibit 38).
• What would make us constructive again? 1) Prescription data growth, 2) Turnaround plans addressing the challenges outlined in our survey, including Afrezza access, 3) SNY announcing long-term commitment on Nov. 6th analyst day and then delivering on long-term safety study since Afrezza is resource intensive, and 4) A stronger balance sheet for MNKD. Regardless, a turnaround could take time and in that period of uncertainty MNKD shares could be range bound or pressured.
• Where could we be wrong? 1) Demand metrics could turn around, 2) Payers could ease access control as they are granted higher discounts, 3) SNY could acquire MNKD at some point, and 4) MNKD could address its financing overhang. In the end the ultimate question is whether administrative and perceptual hurdles posed for Afrezza can be overcome quickly and if SNY has the long term commitment to get there.