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Threshold Pharmaceuticals, Inc (THLD): Opiniones

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Threshold Pharmaceuticals, Inc (THLD): Opiniones
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Threshold Pharmaceuticals, Inc (THLD): Opiniones
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#8978

Re: Threshold Pharmaceuticals, Inc (THLD): Opiniones

Ya te digo...esta siendo raro el dia,y a ver si no pasan cosas raras al cierre como ayer :/.
Y mañana acabamos la semana,movidita esta :)

#8979

Re: Threshold Pharmaceuticals, Inc (THLD): Opiniones

Tu disfruta de los beneficios. El caso es que le está costando pasar de los 5 pavos...no me gusta :(

#8980

Re: Threshold Pharmaceuticals, Inc (THLD): Opiniones

No sé si tiene sentido esto que pinto, pero puede ser que haya salido del triángulo para meterse en un canal alcista?
Que alguien que sepa más que yo nos ayude.

Grcias!

THLD

THLD

#8981

Re: Threshold Pharmaceuticals, Inc (THLD): Opiniones

Creo que eso que dibujas no tiene buenos fundamentos, te subo un canal ascendente con menos pendiente desde prorealtime en gráfico diario logarítmico.

Entre la línea verde y la roja, ha tenido tres pequeñas salidas del canal, dos de ellas creo que debieron cumplir la proyección de la rotura.

S2

#8982

Re: Threshold Pharmaceuticals, Inc (THLD): Opiniones

Lo suponía...jeje creo que son las ganas de que suba así de empinada...
Gracias por la aclaración

#8984

Re: Threshold Pharmaceuticals, Inc (THLD): Opiniones

Articulo entrevista a George Zavoico ,

Muy positivo.
-¿los 14.50 son a 18 meses vista? NO, a 12 meses.
- "creemos que TH-302 estara en el extremo de eficacia y seguridad de Abraxane"

http://seekingalpha.com/article/1258441-george-zavoico-biotech-stocks-that-deserve-a-closer-look

extraigo la parte de THLD:

"TLSR: You and I talked about Threshold Pharmaceuticals in March and September of 2012. You have a $14.50 target price on the stock, which represents an implied triple for investors. Is this an 18-month target price?

GZ: No, it's a 12-month target.

TLSR: What is the catalyst expected to achieve that valuation?

GZ: The catalyst is growing appreciation of the value of the company's hypoxia-activated prodrug, TH-302. The company has a number of trials underway, including one in sarcoma. While the pancreatic cancer trial has pretty much read out, phase 1 trials with TH-302 in several other indications will probably read out sometime in the course of the year. If results are positive, they will help validate the idea of going after hypoxic regions of tumors. As the company moves forward, I think investors will begin to appreciate that TH-302 is not just for a single indication but can be used more broadly across a number of cancers, since there are hypoxic regions in just about all solid tumors as well as in bone marrow in hematologic malignancies. In my mind, that justifies the $14.50 valuation.

Toward the end of January the company announced that its partner, the EMD Serono division of German company Merck KGaA (MKGAY.PK), began a multicenter, randomized, double-blind, placebo-controlled phase 3 trial in 660 patients with TH-302 + gemcitabine, versus a control arm using placebo and gemcitabine. These patients have locally advanced, unresectable or metastatic pancreatic cancer. It's called the MAESTRO trial, and it's being conducted under the FDA's special protocol assessment process. Patients will remain in the trial unless there's evidence of disease progression or intolerance. This is a registrational study, and it will carry on until 508 events occur, meaning deaths, which will prompt a statistical analysis of the trial endpoints. If all goes as planned, and especially if the results reproduce the phase 2b outcome, we forecast that TH-302 could gain approval, and we could see a launch by the end of 2015, or perhaps in H1/16. The company could become profitable in 2016. Based on existing phase 2 data for TH-302 and phase 3 data for Celgene Corp.'s (CELG) Abraxane [paclitaxel protein-bound particles], which is not yet approved in pancreatic cancer, we believe TH-302 will have the edge on Abraxane in both safety and efficacy.

Since Abraxane has not yet been approved for pancreatic cancer, we don't forecast much of an impact on recruitment in MAESTRO, despite its possible off-label use since it is approved for other cancers. We even consider it an opportunity, because a combination of Abraxane and TH-302, with or without gemcitabine, could prove to be even more efficacious than either drug when combined only with gemcitabine in a doublet.

GZ: Peregrine just had a phase 2 trial readout on stage IV pancreatic cancer with its monoclonal antibody bavituximab. The data were good and showed some signs of anti-tumor activity, but they weren't great because a prolongation of overall response rate did not translate into median overall survival.

It's important to point out that Peregrine has not stratified the results yet. I think investors will compare bavituximab in pancreatic cancer to Celgene's Abraxane and Threshold Pharmaceuticals' TH-302, but these are not apples-to-apples comparisons ..."