Farmas USA

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Farmas USA
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Farmas USA
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#92905

Re: Farmas USA

puedes poner la lista aquí? no tengo twitter y no me sale nada en el link
NVAX seria Q3 no Q4, quizás por eso no esté en la lista que mencionas?

#92906

Re: Farmas USA

Creo que la clave es que estén cerca de mínimos de 52 semanas. Porque el primer tweet es:

So many runners at near 52 wk lows. Compile a list & watch them 4 moves. Look for near-term catalysts for sustained moves. #biotechbums

Luego este finde:

going to give a solid list this weekend that I believe have major potential thru Q4. Bums to Gems

Hoy:

Sept 2016 👀: $TNXP $SNSS $SPPI $ARLZ $DRRX $PTIE $ZGNX $PETX $MSTX $BLRX $APHB $KITE $SPPI $ZGNX $PTN
$BLRX $CLCD $ARRY $LJPC #biotechbums

Lo único que no me cuadraba mucho porque por ejemplo MSTX sus mínimos fueron 0.21 y está a casi el doble...

#92907

Re: Farmas USA

bueno, KITE, no está cerca de mínimos de 52 semanas precisamente.

#92909

Re: Farmas USA

NVAX
SUpongo que ya sabeis las farmas que tienen interés en vacuna RSV, aquí os mando un recap, siempre que el fase 3 cumpla las expectativas, claro.
Copio este post de YMB:

Pfizer just bought Astrazeneca's antibiotic assets, and won the Medivation bidding war. This is not a surprise because they have tried multiple times to invert for tax avoidance, and they are flush with cash. Rumor has it that they may split Pfizer, so they are buying like crazy with all of that cash. Pfizer also have Prevnar generating $5B+ per year, so they love vaccines that make a lot of money. Same sales force can sell both Prevnar and RSV, good synergy. Pfizer has no RSV program in house, so they can jump into leadership position of RSV if they acquire Novavax.

Astrazeneca, parent company of Medimmune, they have been reeling from patent expiration on many of its product. One of them is Synagis which NVAX RSV is based on. They also are selling many assets lately, and the rumor is that they are raising cash quickly for an near term acquisition. And there is no one that knows more about RSV than MedImmune, and many of NVAX employee all came from MedImmune. They can make up the Synagis patent expiration with RSV vaccine.

GSK has a few RSV candidates in the pipeline. So we know they have a keen interest in RSV program. They are furthest ahead in the maternal program, targeting pre-fusion F. Deep pockets. You have to remember that Pfizer tried to invert merge with GSK, but was rejected. Pfizer didn't forget that, they probably would like nothing more than to jump ahead of GSK in RSV, and shut them out.

Sanofi is a global leader in vaccines. They don't have an RSV program, and this RSV vaccine fits very nicely into their vaccine portfolio of DTAP, flu, etc. Sanofi also failed to win the Medivation bidding war, offering $9.3B. Perhaps, Sanofi has learned a lesson, make a strong offer when there is a valuable asset. If you don't, someone will eat your lunch. So Sanofi has a lot of cash.

Merck, looks to be leader in vaccines, and GSK took Novartis vaccine swap deal away

#92911

Re: Farmas USA

NVAX
Si todo va bien y quieren un BO, todo apunta a que el que quiera hacerse con la vacuna va a tener que aflojarse el bolsillo. Más después de las guerras que están teniendo entre ellas. Cosa que nos viene perlas, claro.

#92912

Re: Farmas USA

IBB

La semana pasada perdio 20$ en 2 dias y recupero 6$ con el tercero.

bueno, pues empieza la semana.
A mi modo de ver, IBB por debajo de 283 (-0,7% desde cierre del Viernes) seria bajista la cosa y osos al acecho.
por arriba de 289 (+1,3%) o mejor 290 (+1,7%) sigue la cosa alcista y podria decirse que mantiene el lateral MM200 a 299.

Por encima de 300 super bullish, claro, y me compro unas AMGN probablemente.

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