Me ha hecho gracia que estos días, una de las compañia que analice en mi blog ha caído un 75%, poca broma, por un problema con su suministrador-fabricante, un tal Silimed.
Hoy les he escrito a su departamento de atención al inversor para que me digan que % de sus productos fabrican estos tipos, que son de Brasil, pues es lo que no me acaba de quedar claro.
Estoy pensando en comprar unos cuantos papeles, depende de lo que me digan entrare, pues tiene toda la pinta de ser una sobrereacción del mercado.
Yo en su momento seguí acciones del nasdaq q marcaban mínimos de años o una caída brutal ese día y tienes q andar te fino ya que te puedes pillar los dedos.
En alguna doble recuerdo q tenia de ticker goam pero en otras y bbiotecnologías ya no existen bpur, genta ,gnlb, proxy. ...
Sí, estoy de acuerdo en que hay que vigilar en estos supuestos "chollos". Mi teoría en este tipo de acciones es que tienes que esperar el primer rebote y largarte por patas.
Bueno, pues estos babosos no me responden al e-mail, ahora me he cabreado...
He pegado un vistazo a todo su catalogo, no tienen gran cosa, y basicamente es todo protesis de silicona, así que deduzco que el total de su producto depende de la producción de Silimed, que ha quedado suspendida por no-se-que particulas de contaminación. Claro, no te vas a meter una protesis contaminada en el cuerpo, manda huevos... Estas cosas hay que fabricarlas en el primer mundo, Brasil para la samba, playas, asesinatos en callejones desiertos de favelas y papayas bien... para todo lo demás...
Igualmente continuo pensando que no es para tanto y que se trata de una gran oportunidad. Voy a seguir la cotización a diario y si veo el típico incremento de volumen sospechoso entraré.
Pego artículo de Bloomberg con un buen resumen del tema.
Sientra Inc. aimed to take on the kings of the breast-implant industry when it entered the U.S. market in 2012, offering women what it said was a new set of shapes and textures to choose from -- round or shaped, smooth or textured, oval or classic.
Known for their "gummy bear," shape-retaining texture, Sientra’s silicone-gel implants garnered a following of consumers and plastic surgeons for augmentation and reconstructive surgery. By this year, the company was supplying about 7 percent to 12 percent of implants in the U.S., where breast augmentation is a $300 million market, according to the American Society of Plastic Surgeons.
The shares soared after an initial public offering last October, rising 72 percent to a peak of $25.75 in June. But in the past month, Brazilian regulators have temporarily closed the factory of the company’s sole manufacturer for silicone implants, sending the stock tumbling, and analysts have discontinued coverage.
Products already made by the factory owner, Silimed Industria de Implantes Ltda., can’t be distributed in Europe because the company has had its marketing certificate suspended after an inspector said it found particles on the surface of its implants. Sientra has voluntarily put sales of the product on hold in the U.S.
Sientra said in a Sept. 24 filing that it’s been assured that Silimed is working with European regulators to resolve the issue, and said in an Oct. 9 statement that the pause in U.S. sales is temporary while it’s in discussions with regulators. In a statement to Bloomberg News, the company said it’s working closely with the FDA and conducting its own review to resolve the matter as soon as it can.
The FDA hasn’t released any warning notice for Sientra and agrees with the company’s cautionary recommendations, the agency said in an e-mail.
In a statement to Bloomberg News, Silimed said that Brazilian and international specialists are performing technical studies to verify the safety of its products after concerns were raised by a European inspector that led to the suspension of the marketing certificate. There are no international standards on the quality or quantity of particles on implants, and Silimed’s tests over its 37 years of manufacturing have shown that sterile particles don’t represent any health risks, Silimed said.
Precautionary Reasons
Silimed and the Brazilian regulatory agency, Anvisa, both said the factory was shut down for precautionary reasons while the facility was under review and that Anvisa has made no determination that the factory was contaminated. The pause in operations of Silimed will last until the company corrects some processes Anvisa identified as not conforming to best practices, Anvisa said.
"This is not a real issue of patient safety but more an issue of manufacturing, and it looks like it should be correctable easily," said Scot Glasberg, president of the American Society of Plastic Surgeons, in an interview. Glasberg doesn’t personally implant Sientra in his patients. Sientra and its larger competitors, Allergan Plc and Mentor Worldwide, are backers of the American Society of Plastic Surgeons and are members of its corporate leadership council. Allergan and Mentor, a unit of Johnson & Johnson, dominate the market for implants for breast augmentation.
Sientra went public in October 2014, two years after it got FDA approval for its implants and entered the U.S. market. It has beaten Wall Street’s average revenue estimates every full quarter since its initial public offering.
‘Great Implant’
While some plastic surgeons consider Sientra’s products interchangeable with its competitors’, others are lamenting the latest developments as a setback for a market that was just beginning to offer more choices.
"Sientra is a great implant and they’re now being denied to Americans," said Grant Stevens, founder and medical director of Marina Plastic Surgery and clinical professor of plastic surgery at the University of Southern California.
Stevens, who said he has implanted the most Sientra products of any U.S. plastic surgeon, is considering stopping his implant surgeries until Sientra comes back on the U.S. market because he prefers the brand. While he has been a paid consultant for Allergan and a paid researcher for Mentor, he said he has never been paid by Sientra and doesn’t own Sientra stock. He has been a lead author on a number of studies of products made by Silimed.
Mentor declined to comment, and Allergan didn’t respond to requests for comment.
How It Started
Sientra’s troubles started with a review of Silimed’s Brazilian factory by TUEV SUED AG, a company empowered by German regulators to inspect the manufacturing of products destined for export to the continent. The inspection concluded that there were particles on implants in the factory. In a statement, TUEV SUED said Silimed wasn’t able to adequately explain the source of the impurities or to provide sufficient measures to remedy the situation.
A spokesman for TUEV SUED said the company suspended three quality-management certificates at the Silimed factory through Dec. 17. That led U.K and European Union health authorities tosuspend Silimed’s marketing certificate, according to a Sept. 23 statement, and other regulators took note. Australia’s Therapeutic Goods Administration issued a statement Sept. 25 identifying the particles as silica and cotton and saying that the distribution of Silimed products in Australia would remain on hold until an investigation is complete.
Sientra shares slumped 53 percent on Sept. 24. But analysts kept advising investors to buy.
The decline "more than reflects the future regulatory risk," Stifel Nicolaus analyst Jonathan Block said in a note to clients, while Piper Jaffray & Co. analyst Thomas Gunderson said that he didn’t foresee any supply or safety issues for Sientra at the time. Block declined to comment because he has since suspended coverage. Gunderson has also suspended coverage and didn’t respond to a phone call or e-mail.
Then on Oct. 5, Sientra announced that the Brazilian regulatory agency Anvisa had halted all manufacturing at Silimed. Sientra shares sank 21 percent that day and fell for the next five trading days, reaching a low of $5.83 on Thursday.
While some patients prefer the Sientra brand, differences between its implants and those of Allergan or Mentor are subtle, so its absence won’t disrupt the market, said Glasberg of the American Society of Plastic Surgeons.
"There’s not going to be a need," he said. "The others are readily accessible."
Bueno, creo que mañana esto sube como la puta espuma. ¿Porqué?
Pues esta tarde he visto como la cotización caia un 25% de nada, con la que lleva, y mirando he encontrado esta noticia:
Sientra, Inc. (NASDAQ: SIEN), a medical aesthetics company, today issued the following statement regarding a recent development at Silimed's manufacturing facilities:
We are aware of a fire in one of the two manufacturing buildings at Silimed, and are in contact with Silimed in order to assess the situation. Our thoughts are with the entire Silimed team. Our management team is working diligently to get answers and we will share additional information when it is available.
Resumiendo, que al productor de Sientra, Silimed, se le ha pegado fuego en una de las dos plantas de producción que tienen. Pues que mala mala mala pata he pensado. Como si no tuvieran suficientes problemas con las tetas contaminadas.
Esta misma nota de prensa la he leído en tres medios diferentes. La misma en todos ellos.
Luego, osea, ahora, miro el tema, y la noticia ya no esta indexada en Google. La han quitado. Busco en medios de Brasil, y nada, Reuters, etc... y nada. Las webs de Sientra y Silimed y nada otra vez, ningún comunicado oficial.
Conclusión: MANIPULACIÓN.
Y lo veo con el mercado cerrado.
Mañana auguro gap alcista del 30% o porai.
Aquí queda esto. Si acierto mañana me doy un par de palmaditas en la cabeza. :)
#13
Re: Manipulación extrema?!?!
Te respondieron el mail al final o pasaron?
#14
Re: Manipulación extrema?!?!
Monday, acabo de encontrar la noticia en 3 links, cierto es que solo informa de lo que tú has pegado en el mensaje anterior. Así que, estar, están; y haberlas, haylas. No creo que mañana haya gap, más que nada porque es sábado, jeje.
