Farmas USA

Respuestas: 49024

Jorge A
en respuesta
a Prometeo13
23/04/12 (22:29)

Re: Farmas USA

Respecto a eficacia, no sé. Parece que es menos potente que Qdexa, pero eso no sería el principal problema. Lo malo es que en estudios preclínicos (en ratas) parece inducir la aparición de tumores de mama, benignos a dosis bajas y malignos con altas.

Y, claro, si efectivamente es así (no es fácil confirmarlo, hay informes "de parte" y, por tanto, confusos cuando no contradictorios) las probabilidades de que lo apruebe la FDA sin más estudios son... 10E-???

Vamos, yo no había hecho un straddle (en e*trade no tengo CFD's) porque las puts estaban muy caras y con poco recorrido...

S2

Prometeo13
en respuesta
a Jorge A
23/04/12 (22:36)

Re: Farmas USA

Queda claro ok.
Gracias

sagiter
en respuesta
a Jorge A
23/04/12 (23:19)

Re: Farmas USA

Gracias fenómeno por tu siempre profesional información
S2

23/04/12 (23:48)

Re: Farmas USA

Otra opinión sobre ACHN.

Baird said they are incrementally positive following a clarification of the April 21 update and conversation with management. The analyst believes Achillion’s HCV assets should remain relevant and was reassured regarding efficacy. Shares are Outperform rated with a $15 price target.

Active Stock Alerts: Achillion Pharmaceuticals, Check Point Software, DR Horton, News Corp, Blackstone April 23rd

161179
en respuesta
a Solrac
24/04/12 (05:24)
X

Otra opinión sobre ACHN.

Baird said they are incrementally positive following a clarification of the April 21 update and conversation with management. The analyst believes Achillion’s HCV assets should remain relevant and was reassured regarding efficacy. Shares are Outperform rated with a $15 price target.

Active Stock Alerts: Achillion Pharmaceuticals, Check Point Software, DR Horton, News Corp, Blackstone April 23rd

Re: Farmas USA

Nada nuevo sobre ACHN, asi es como parece que lo ven los analistas, o al menos estos!

Why Achillion Pharmaceuticals Tanked
By Sean Williams | More Articles
April 23, 2012 | Comments (0)

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of hepatitis-focused biotech company Achillion Pharmaceuticals (Nasdaq: ACHN ) are diving yet again, currently down 18%, following an analyst downgrade and an update on a key experimental drug.

So what: This was not a pleasant past couple of days for Achillion shareholders, who've been hit with a triple-whammy. First, last week, Gilead Sciences (Nasdaq: GILD ) announced in a study that GS-7977, a treatment for hepatitis C that doesn't require the use of interferon, eliminated the virus in 88% of patients within 12 weeks. Second, while Achillion's phase 2 clinical data showed strong efficacy (you can't do better than 100%), it took 24 weeks for ACH-1625 to reach its endpoint. Time could be an issue here as Gilead's drug is proving effective in a much shorter time frame. Finally, JPMorgan Securities downgraded Achillion to market perform from outperform.

Now what: There's no question that the bounty placed on the hepatitis-C sector is huge, but investors have been reaching out for any positive news for months, whether it really existed or not. It's becoming clear that Gilead's experimental drug has the fast track to success and other hepatitis-C-drug hopefuls are going to be fighting an uphill battle. ACH-1625 still has a long way to go and I just don't see how it's going to unseat GS-7977, especially since GS-7977 will probably beat ACH-1625 to market, assuming that both are approved. Despite today's drop, I'll gladly pass on Achillion.

Craving more input? Start by adding Achillion Pharmaceuticals to your free and personalized watchlist so you can keep up on the latest news with the company.

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Saludos

jafdes
en respuesta
a Jorge A
24/04/12 (09:46)

Re: Farmas USA

Gracias con retraso, no pude conectarme hasta ahora. Eres un gran antídoto contra el mal del dedo flojo! :)

Hondero
en respuesta
a Jorge A
24/04/12 (10:29)

Re: Farmas USA

Que sucede el dia 10 de Mayo??
Estoy en Arna con -7%, me bajo o continuo?

S2

Solrac
en respuesta
a 161179
24/04/12 (11:40)

Re: Farmas USA

Me pregunto que pasará con la cotización de ACHN cuando se percate el mercado de que el downgrade en su valoración no la ha realizado JP Morgan, sino la bastante menos famosa JMP Securities. La mayoría de las referencias que encuentro por internet están equivocadas.

No digo yo que JMP Securities no sepa valorar una empresa, pero evidentemente no tiene el aura de prestigio de JP Morgan, ¿no?

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