Farmas USA

GILD, a nivel fundamental, solo veo ese escenario si ACHN/J&J da buenos resultados del combo en 6/8 semanas positivo. Si es ese el caso, pues genial

Horizon Pharma PLC

Horizon Pharma is set to release Q1 earnings on Monday, May 9 before market open. For this quarter, analysts are expecting the specialty drug maker to post revenues of $197.73 million and earnings of $0.30 per share, compared to revenues of $113.14 million and earnings of $0.21 for the same quarter of last year.

Last month, the company provided worse than expected net sales, adjusted EBITDA, and EPS guidance for this quarter, though reiterated its previous 2016 guidance following its January acquisition of Crealta Holdings, which added drugs Krystexxa and Migergot to the company’s portfolio, involved in treating chronic gout and vascular headaches, respectively.

This quarter, the company expects 19-20% of its FY16 net sales guidance of between $1.025 million and $1.-50 billion, along with 13-14% of its FY2016 EBITDA estimates of $505-$520 million. While these percentages may be conservative, the company expects most of its sales and EBIDTA to come in the second half of 2016. The company has also provided some prescription figures prior to earnings, reporting an 89% y/y increase in its Primary Care unit as well as a 117% increase in Rayos and a 218% y/y increase in Pennsaid 2%. Investors will be watching for seasonality impacts, sales from Actimmune, as well as the performance of its Orphan and Rheymatolgy units. Other factors to watch for include future business development plans as well as sales force increases.

Prior to earnings, analyst Irina Rivkind Koffler of Mizuho Securities weighed in on the stock, maintaining an Outperform rating on the company but decreasing her price target from $34 to $25 on May 3, 2016. She stated, “We have thoughtfully considered lowered 1Q:16 guidance introduced last month and have taken down our full year estimates below guidance and trimmed our forecasts longer term to be more conservative around discounting in the primary care business.”

http://www.smarteranalyst.com/2016/05/08/biotechs-week-ahead-mannkind-corporation-mnkd-allergan-plc-ordinary-shares-agn-teva-pharmaceutical-industries-ltd-adr-teva-horizon-pharma-plc-hznp/

Ya veremos. Por cierto, lo mejor de artículo quien lo escribe.......

ñam ñam Gal Goldring.

Por cierto vaya apellido, va dejando claro lo que quiere, no? ;)

Jajajaja, no había caído.

buenos resultados HZNP, tenian revenues estimados por los analistas en 197 millones y leo 204. 

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Horizon Pharma (NASDAQ:HZNP): Q1 EPS of $0.34 beats by $0.04.

Revenue of $204.7M (+80.9% Y/Y) beats by $6.97M.

Horizon Pharma plc Announces First-Quarter 2016 Financial Results

First-Quarter 2016 Net Sales of $204.7 Million, Up 81 Percent; First-Quarter 2016 Adjusted Operating Cash Flow of $67.9 Million; GAAP Operating Cash Flow of $54.2 Million; Confirms Full-Year 2016 Net Sales Guidance of $1.025 to $1.050 Billion and Full-Year 2016 Adjusted EBITDA Guidance of $505 to $520 Million; Completes Enrollment of ACTIMMUNE Phase 3 Clinical Trial in Friedreich's Ataxia; Board of Directors Authorizes Share Repurchase Program

DUBLIN, IRELAND -- (Marketwired) -- 05/09/16 -- Horizon Pharma plc (NASDAQ: HZNP), a biopharmaceutical company focused on improving patients' lives by identifying, developing, acquiring and commercializing differentiated and accessible medicines that address unmet medical needs, announced its first-quarter 2016 financial results today and confirmed its full-year 2016 net sales and adjusted EBITDA guidance.

"We achieved first-quarter net sales growth of 81 percent and we expect net sales, adjusted EBITDA and operating cash flows to increase sequentially as we progress through the year," said Timothy P. Walbert, chairman, president and chief executive officer, Horizon Pharma plc. "With the completion of enrollment in our Phase 3 clinical trial for ACTIMMUNE in Friedreich's ataxia, a life-shortening, ultra-orphan, neurologic disease that currently has no FDA-approved treatment options, we are on track to receive data in December of this year, and assuming positive results, target a first-quarter 2017 sBLA regulatory submission."

Company Highlights

• First-quarter 2016 year-over-year sales growth of 81 percent was driven by each of the Company's business units: Orphan, Rheumatology and Primary Care. The Company's orphan medicines, which include RAVICTI, ACTIMMUNE, KRYSTEXXA and BUPHENYL, represented 40 percent of total net sales in the first quarter of 2016 compared to 22 percent of total net sales in the first quarter of 2015.
• First-quarter 2016 adjusted EBITDA of $72.0 million increased 122 percent. This represented 35.2 percent of first-quarter 2016 net sales, an increase of 650 basis points compared to the first quarter of 2015. First-quarter 2016 GAAP net loss was $(45.4) million, compared to a net loss of $(19.6) million in the first quarter of 2015, primarily reflecting higher intangible amortization and other expenses associated with acquisitions.
• On May 5, 2016, patient enrollment was completed in the STEADFAST Phase 3 trial for ACTIMMUNE in Friedreich's ataxia (FA), a life-shortening, ultra-orphan, neurologic disease with no FDA-approved treatment options. The Company expects to have data by the end of 2016.
• On January 13, 2016, the Company acquired Crealta Holdings LLC and the orphan biologic medicine KRYSTEXXA indicated for chronic refractory gout.
• In the U.S., the Company is pursuing an expanded RAVICTI indication for children with urea cycle disorders, or UCDs, who are two months to two years of age and expects to submit a supplemental new drug application to the FDA in the second quarter of 2016. The Company received approval for RAVICTI in Canada on March 21, 2016, and plans to launch mid-2016.
• On May 4, 2016, the Company's Board of Directors authorized a new share repurchase program to purchase up to 5 million ordinary shares in the open market. 

Incyte And Ariad Announce Agreement For Incyte To Acquire ARIAD’S EUROPEAN OPERATIONS AND IN-LICENSE ICLUSIG IN EUROPE

The following excerpt is from the company's SEC filing.

~Incyte to Accelerate the Expansion of its European Organization to Optimize the

Potential of Future Product Launches in Europe

~ARIAD to Receive $140 Million Upfront Payment, Plus Tiered Royalties on European

Sales of Iclusig and Potential Milestones on Future Indications for Iclusig

Vaya, leí a las 8:00 hora del este, y pensé que eran las 14:00 en España.

Bien, era lo que pensaba, ahora a ver si recupera lo del viernes por lo menos, que menuda le dieron al precio.

HZNP

140 millones por el acuerdo.

Imaginaros lo que recibira NVAX por el suyo.