Re: Threshold Pharmaceuticals, Inc (THLD): Opiniones
Una visión desapasionada, para tranquilizar los ánimos:
Which Q1 Biotech Movers Can Build Off Momentum?
Threshold Pharmaceuticals (THLD)
Threshold Pharmaceuticals has been the best performing stock in the biotechnology space with a Q1 gain of 621%. The company is one of many in the cancer treating industry to trade with a significant amount of optimism to start 2012. The stock's gains have centered around several key developments related to its small molecule hypoxia-targeted drug, TH-302. The stock traded flat till February, until the company announced a global agreement with Merck KGaA (MKGAF.PK) to co-develop and commercialize TH-302, which instantly resulted in a 150% gain. Soon after, the company announced that its Phase 2b study met its primary endpoint with a 63% improvement in progression-free survival. The strong clinical results have since encouraged a continuous rally, and, with the company now progressing with the study of its lead candidate, the stock has traded with authority.
With a 621% quarterly gain, some probably assume that profit taking will occur at some point in the near future. In the first four days of the second quarter the stock has lost 16% of its value, as the very volatile stock traded lower with the market. Whether or not the trend will continue is unknown, however, the company will most likely release various updates over the next few months regarding its current trial, which will be market-moving information. As an investor, I am most concerned with the questions surrounding the drug's safety, overall survival, and side effects. These questions must be answered to maintain its current level of optimism so that THLD can continue to trade higher, or at least hold its gains. As a person who has lost a loved one to pancreatic cancer, I am hoping for the success of both this company and its drug; and if THLD can continue to produce solid results, then there is no doubt it will trade higher, although an immediate pullback does appear possible. It's definitely a stock-to-watch because, with positive results from future data, the upside is quite large.
http://seekingalpha.com/article/493861-which-q1-biotech-movers-can-build-off-momentum?source=yahoo
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