Threshold Pharmaceuticals, Inc (THLD): Opiniones

THLD SEMANAL

La de niveles que hay que ir superando para llegar al cielo, madre mia ...

pero lo primero es lo primero, esa linea roja tiene que ir FUERA!

... el cinco a la vista>>> Pre-market: 5.00 +0.44 (+9.65%)

Impensable Sres... echado un vistazo a mis viejas THLD sólo pierdo 50 euracos (devaliados) si vendemos mis dolorosas farmas... jejejeje. No, no es por la cotización... (no seamos ilusos).. es por el desplome del euro.
LLegados a esta situación, aflora del dilema del "tonto iversor":
1- !!salte de ste mal sueño!
2- Tras leer el "precio objetivo de unas ilusas agencias de valoraciones" a 12-13 USD, se apodera la vena avariciosa y se vuelve a pensar en que esta acción es el pelotazo del año!!!

Eterno dilema.... : en algunas ocasiones y con algunas accs, me arrepiento de ser "largoplacista"

S2 Framus (buen consejo Nvax... que cosnte que ha ido bien porque me pilló sin liquidez, si no... habríais palmado pasta, jeje)

Pelos, a la de muy buenas caballero ... y a la de muy buena que esta la foto :)

Te dire esto, en menos de 12 meses se resuelve todo, se liberan los datos de fase 3.
En la ultima quincena de Septiembre la presion bajista, el nivel de cortos, ha descendido un -22%. Eso no es que sea mucho, es muchisimo.
La dilucion de Febrero hace que la empresa no tenga ni un problemilla de liquidez en bastante tiempo.

Yo he entrado en 4,4x hace 2-3 semanas porque quiero ver que hace con los 4,9x-5$, zona de paso obligada llegados a este punto y ya veremos si rebota o continua. Ahora el precio esta consolidando mientras el rango intradia del precio esta a merced de los juegos de los Hedge Funds.

Creo recordar que comentabas que THLD representaba un % pequeño en tu cartera.
Yo no las vederia ni con un centavo de perdidas pero justamente esta semana es cuadruple vencimiento de opciones y futuros ... habra probablemente meneo ... sera para ir a 4 o a 5? a saber ...

ah, y de las NVAX aun no ha terminado la historia ... 12-14 para este veranete :)

Yo estoy parecido. Ahora mismo thld es un poco menos del 10% de mi cartera y la tengo casi en breakeven, asi que no se muy bien que hacer. No me gustaria volver a verla en 2'7. Pero como venda quedandome a pachas y se vaya a 12 no se que hago (en su dia vendi ARNA a 2'3 justo antes de que se disprase hasta los 14...)
Framus, supongo que para los datos de fase 3 no hay fecha oficial?

• El AACR es el 18-22 Abril 2015 ( http://www.aacr.org/Pages/Home.aspx )
• El ASCO es el 29 Mayo-2 Junio 2015 ( http://www.asco.org/ )

Al menos, hasta el ASCO de primeros de Junio puede haber posibilidades de mvto en el precio, que se mueva "algo". Eso esta a la vuelta de la esquina. Ya veremos que pasa ... porque mientras no superemos los 5-5,20 aqui nada nuevo y lo mismo de siempre.

 

OK Framus...
Pues a esperar 12 meses.... Donde tanto ha estado.. se puede aguantar. Actualmente supone el 2.15% de la cartera de accs... con que no me arruina aunqeu valga cero
Buena señal si dices que has entrado.
Gracias (ya me has puesto al día con la acción)
suerte con Nvax y un saludo

Threshold Pharmaceuticals to Present Data Supporting Planned Phase 2 Trials of TH-4000, a Hypoxia-Activated, Irreversible EGFR Tyrosine Kinase Inhibitor
Data to Be Presented on TH-4000 and Evofosfamide at the AACR Annual Meeting 2015

SOUTH SAN FRANCISCO, CA -- (Marketwired) -- 03/19/15 -- Threshold Pharmaceuticals, Inc. (NASDAQ: THLD), today announced it will present data on its investigational anti-cancer drugs at the annual meeting of the American Association for Cancer Research (AACR) 2015 being held April 18-22, 2015, in Philadelphia, Pennsylvania. The company will present clinical and preclinical data on TH-4000, its proprietary, hypoxia-activated irreversible epidermal growth factor receptor (EGFR) tyrosine kinase inhibitor (TKI), which the company believes support its two planned Phase 2 proof-of-concept clinical trials of TH-4000. In addition, preclinical data evaluating the potential use of evofosfamide (previously known as TH-302) in a variety of tumor types will be presented by Threshold and Merck KGaA, Darmstadt, Germany, the company's partner for the development and commercialization of evofosfamide.

"We believe that the data we will present at AACR support our clinical development plans for TH-4000 in patients with tumors that are not candidates for conventional EGFR-TKI therapy," said Tillman Pearce, MD, Chief Medical Officer of Threshold. "In particular, we believe that the data support the development of TH-4000 in patients with mutant EGFR-positive non-small cell lung cancer (NSCLC) after conventional EGFR-TKI therapy has failed as well as in patients with head and neck cancer for which EGFR over-expression is associated with worse outcomes. Both tumor types have been shown to be highly hypoxic. TH-4000 is designed to release an irreversible EGFR-TKI under hypoxic conditions, which are commonly found in the tumor microenvironment. Preferential activation of TH-4000 in the hypoxic tumor microenvironment may provide the basis for achieving therapeutic doses of TKI while avoiding the skin and gastrointestinal toxicities associated with currently available EGFR-TKI therapies. We look forward to sharing these data at AACR and initiating our first planned Phase 2 trial of TH-4000 in patients with EGFR-positive, T790M-negative NSCLC shortly thereafter."

In collaboration with Threshold, data on TH-4000 will be presented by its co-inventors from The University of Auckland, Adam Patterson, Ph.D., and Jeff Smaill, Ph.D., on Wednesday, April 22, 8 AM - 12 PM EDT (Abstract #5358 in Poster Section #28) at the AACR annual meeting.

Additional Research on Evofosfamide in a Variety of Tumor Types

Threshold and Merck KGaA, Darmstadt, Germany, will present preclinical data related to evofosfamide in multiple tumor types.

"Evofosfamide is our most advanced hypoxia-activated prodrug in clinical development and has been evaluated in more than 1,500 patients with cancer to date," said Charles Hart, Ph.D., Senior Vice President of Biology at Threshold. "Our development strategy is to investigate the potential therapeutic application of evofosfamide across a variety of tumor types, and the preclinical data being presented at AACR highlight potential new therapeutic areas for further investigation."

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)

The abstracts are now published on the AACR website at http://www.aacr.org.

About Evofosfamide

Evofosfamide (previously known as TH-302), an investigational hypoxia-activated prodrug, is designed to be activated under tumor hypoxic conditions, a hallmark of many cancers. Areas of low oxygen levels (hypoxia) in solid tumors are due to insufficient blood supply as a result of aberrant vasculature. Similarly, the bone marrow of patients with hematological malignancies has also been shown, in some cases, to be severely hypoxic.

Evofosfamide is currently under evaluation in two Phase 3 trials: one in combination with doxorubicin versus doxorubicin alone in patients with locally advanced unresectable or metastatic soft tissue sarcoma (STS), and the other in combination with gemcitabine versus gemcitabine and placebo in patients with locally advanced unresectable or metastatic pancreatic cancer (the MAESTRO trial). Both Phase 3 trials are being conducted under Special Protocol Assessment (SPA) agreements with the FDA. Based on current projections, the number of protocol-specified events for both Phase 3 trials may be reached in the second half of 2015, with the results of the primary efficacy analyses for both trials to be available shortly thereafter. The FDA and the European Commission have granted evofosfamide Orphan Drug Designation for the treatment of STS and pancreatic cancer. Evofosfamide is also being investigated in a Phase 2 trial designed to support registration for the treatment of non-squamous non-small cell lung cancer, and in earlier-stage clinical trials of other solid tumors and hematological malignancies.

Threshold has a global license and co-development agreement for evofosfamide with Merck KGaA, Darmstadt, Germany, which includes an option for Threshold to co-commercialize in the U.S.

About TH-4000

In September 2014, Threshold licensed exclusive worldwide rights to a development program based on TH-4000 (formerly referred to as PR610 or Hypoxin™) from the University of Auckland. TH-4000 is a hypoxia-activated epidermal growth factor receptor, or EGFR, tyrosine-kinase inhibitor (TKI). TH-4000 is designed to selectively release a potent, irreversible EGFR-TKI in hypoxic tumors. Preclinical and Phase 1 clinical data suggest that plasma concentrations of TH-4000 that are active in EGFR-dependent tumor xenograft models in mice could be attained in patients with an acceptable therapeutic index. Threshold expects to initiate Phase 2 proof-of-concept studies in patients with EGFR-positive, T790M-negative non-small cell lung cancer (NSCLC) after conventional EGFR-TKI therapy has failed and in patients with head and neck cancer.