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Biotech investor

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17/01/20 12:46
Ha respondido al tema Farmas USA
Ese fondo que pones, el Lilly Bioventures fund, Si que tiene que ver con lilly, en parte. Es un fondo de capital riesgo de lilly. Pero eso es muy early stage. La noticia que pongo yo no tiene que ver con eso ya que Apuntan a comprar 1 empresa por Q de mínimo $1B de market cap, estamos hablando de empresas que seguramente tienen ya algún fase 3.  De las que yo suelo hablar x aquí en oncología hay varios ejemplos. 
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17/01/20 12:21
Ha respondido al tema Farmas USA
Estoy esperando a que me compren una de Mi cartera que en 2020 también  quiero unos cuantos BO LOL 
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17/01/20 11:49
Ha respondido al tema Farmas USA
Eli Lilly targets quarterly deals of $1 billion-$5 billion in 2020: CFO Carl O'Donnell SAN FRANCISCO (Reuters) - Eli Lilly and Co (LLY.N) aims to announce roughly one $1 billion to $5 billion deal every quarter in 2020, its chief financial officer told Reuters, as the U.S. drugmaker looks to build up its pipeline of future products. It will focus largely on earlier stage opportunities across key therapeutic areas including oncology, pain, immunology, and neurology, CFO John Smiley told Reuters in an interview at the JP Morgan Healthcare conference in San Francisco earlier this week. 
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17/01/20 08:21
Ha respondido al tema Farmas USA
Alguien más invertido o interesado en TGTX?X si pongo o dejo de poner info New PT $24 HC Wainwright https://www.marketbeat.com/stocks/NASDAQ/TGTX/
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16/01/20 10:23
Ha respondido al tema Farmas USA
Hoy toca pullback. No va a subir todos los días. Lo importante es esa news de hoy del doble registro de la NDA, sea hoy el precio q sea
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16/01/20 07:40
Ha respondido al tema Farmas USA
TGTX• TG Therapeutics (NASDAQ:TGTX) launches its rolling New Drug Application (NDA) in the U.S. seeking accelerated approval for umbralisib for patients with previously treated marginal zone lymphoma (MZL) and follicular lymphoma (FL). It expects to complete the filing in H1.Destaco FL como positivo "We are extremely pleased to have initiated our first NDA submission for umbralisib and to have received guidance from the FDA to include both MZL and FL in a single NDA."
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16/01/20 05:58
Ha respondido al tema Farmas USA
Day 3 of AMRN vs. Hikma/Reddy's trial focused on the claim of nonobviousness andexamination of the defense's witness. Cross-examination went well for AMRN with thewitness faulting several times on AMRN's line of questioning. With the burden of proofalready high for obviousness, barring some new evidence or radical interpretation by theJudge, we think AMRN is likely to prevail on upholding the patent.Summary: The day began w/ continued direct examination of Hikma/DRL cardiologyexpert witness Dr. Sheinberg, followed by a relatively brief cross-examination by AMRN.The obviousness portion of the trial commenced w/ Hikma/DRL calling their expertwitness Dr. Jay Heinecke, an expert in the field of lipoprotein/lipid disorders. Crossexaminationof Dr. Heinecke was contentious to say the least, with many of his claimsquestioned/disproven and he displayed visible difficulty in answering the defense'squestions. 4) Court resumes Fri w/ testimony from the defense's experts Ivan Hofmannand Dr. Edward Fisher (cardiologist). As a reminder - trial will last a total of three weeksto end of January and a decision is expected around March/April 2020.Initial thoughts on Judge Miranda Du: Throughout the first three days of the trial, JudgeDu has been relatively quiet, clearly absorbing and contemplating witness's testimony. Ingeneral, we found her to be most attentive during today's cross-examinations. Altogether,she strikes us as someone who is procedural (i.e., by the book) and unlikely to come toan “out of the box” ruling.The defense's witness had a difficult time demonstrating the patent had clear prior artand in keeping his cool. Recall, when it comes to nonobviousness, the burden of prooflies on the defense to show that there is a clear body of prior art that a person of skill in thefield would use to develop the invention/patents that AMRN is asserting. Dr. Heineckeattempted to show prior art for AMRN's primarily asserted claims: 1) EPA at least 96%, 2)at least 12 weeks of duration of treatment, 3) dose of 4 g/day of drug and 4) use in pts w/TG ≥500 mg/dL. On the first three points, one could see a scenario where an argument(although remote) could be made that prior art describes these claims. The last pointwas where the expert was most visibly frustrated, with the prosecution highlighting thatmany of the publications cited as evidence of prior art were not applicable as they didnot include pts w/ TG ≥500 mg/dL. The judge and even members of defense were visiblyfrustrated by the witness' (belligerent) performance during cross-examination.Rebuttal of AMRN's considerations of nonobviousness also refuted by the expert's ownpublication. AMRN is also asserting secondary considerations to assist in showingnonobviouness: failure of others, unexpected results, skepticism and long unmet medicalneed. While the expert contended AMRN failed to meet these considerations, the defensewas able to show these were also met, w/ the last point of long unmet medical needaddressed with the defense citing the expert's own 2007 publication (one year beforeAMRN's invention) that states the need for new drugs to reduce cardiovascular disease.
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15/01/20 10:45
Ha respondido al tema Farmas USA
TGTXSigue subiendo. Hoy ya ha llegado a los $14 con nuevo 52whMañana presentan en la JP Morgan Por cierto q el inversor q entro como único en el offering pactado De $50M debe de ser Great Point Partnershttps://fintel.io/so/us/tgtx/great-point-partners-llc
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15/01/20 10:43
Ha respondido al tema Farmas USA
El tema está contenido hasta que no se resuelva el tema importante, el de las patentes 
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15/01/20 06:33
Ha respondido al tema Farmas USA
yo no sigo ACST ni me interesa mucho, así que tampoco he leído su IR. Te pongo a ti "deberes" para que hagas más DD y encuentres tú posibles respuestas. Ha sido trilogy 2 (que parece ahora han retrasado a febrero) conducido en los mismos sites que trilogy 2? Parece que el fail del trilogy 1 ha sido en parte debido a un gran efecto placebo. investiga si, para empezar, el trilogy 2 se ha hecho en esos mismos centros (en concreto hay 5 donde el placebo se disparó) y encuentra explicaciones lógicas a porqué han separado trilogy en 1 y 2.? saludos y suerteAñado que salga lo que salga en trilogy 2, los ensayos enteros del CaPre deberían ir a la basura. ya que la FDA que se supone que va a decir con un trilogy negativo y otro (aun por ver,) con hipotetico distinto outcome? 
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