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Participaciones del usuario trantor - Bolsa

trantor 01/08/19 08:27
Ha respondido al tema Farmas USA
NVAX Parece que Novavax ha entrado en modo "venda de activos y externalización de actividades"...   Novavax and Catalent Announce Closing of Strategic Partnership http://ir.novavax.com/news-releases/news-release-details/novavax-and-catalent-announce-closing-strategic-partnership Paragon has now purchased Novavax manufacturing equipment and related assets for approximately $18 million, assumed the property leases to two Novavax product development and manufacturing facilities and hired over 100 of Novavax’ highly qualified manufacturing and quality employees. Concurrently, Novavax entered into a services arrangement with Paragon under which Paragon will provide ongoing process and analytical development and has the opportunity to manufacture GMP materials for Novavax’ clinical trial supplies for NanoFlu™ and ResVax™, among other new projects. The deal provides Paragon with the resources to accelerate the growth of its gene therapy development and contract manufacturing businesses. For Novavax, the deal significantly reduces its operating costs while preserving its proprietary manufacturing capabilities at Paragon. Projected cost savings from the personnel and lease transfers and the cash infusion from the asset purchases will allow Novavax to conduct a pivotal Phase 3 clinical trial for NanoFlu that is scheduled to initiate in the third quarter of 2019.
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trantor 01/08/19 08:25
Ha respondido al tema Novavax (NVAX): Un Nuevo Comienzo
  Externalizando...   Novavax and Catalent Announce Closing of Strategic Partnership http://ir.novavax.com/news-releases/news-release-details/novavax-and-catalent-announce-closing-strategic-partnership Paragon has now purchased Novavax manufacturing equipment and related assets for approximately $18 million, assumed the property leases to two Novavax product development and manufacturing facilities and hired over 100 of Novavax’ highly qualified manufacturing and quality employees. Concurrently, Novavax entered into a services arrangement with Paragon under which Paragon will provide ongoing process and analytical development and has the opportunity to manufacture GMP materials for Novavax’ clinical trial supplies for NanoFlu™ and ResVax™, among other new projects. The deal provides Paragon with the resources to accelerate the growth of its gene therapy development and contract manufacturing businesses. For Novavax, the deal significantly reduces its operating costs while preserving its proprietary manufacturing capabilities at Paragon. Projected cost savings from the personnel and lease transfers and the cash infusion from the asset purchases will allow Novavax to conduct a pivotal Phase 3 clinical trial for NanoFlu that is scheduled to initiate in the third quarter of 2019.
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trantor 30/07/19 14:08
Ha respondido al tema Farmas USA
CELG No sé hasta que punto aún tiene sentido fijarse en los earnings, pero good news...   Celgene EPS beats by $0.24, beats on revenue https://seekingalpha.com/news/3483331-celgene-eps-beats-0_24-beats-revenue Q2 Non-GAAP EPS of $2.86 beats by $0.24; GAAP EPS of $2.16 beats by $0.05. Revenue of $4.4B (+15.5% Y/Y) beats by $180M. Shares +1% PM.
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trantor 30/07/19 12:07
Ha respondido al tema 1ª vez en bolsa, compra de un solo valor y no tocarlo en los próximos 30 años
Si es para tratar de dar el "pelotzao" con el 5% de tu cartera, te diría que te la juegues con cualquier valor biotech en fase de ensayos clínicos, suelen ser apuestas absolutamente binarias (o no valen nada o multiplican varias veces el valor de la inversión)... en Rankia tienes un hilo específico en el que se discute sobre estos valores ("chicharros USA").
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trantor 29/07/19 16:34
Ha respondido al tema Farmas USA
ALXN Dentro @ 110.4 (como sigo sin entdener porque baja tras resultados, pa'dentro vamos)
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trantor 25/07/19 08:15
Ha respondido al tema Farmas USA
BMY Buff, y yo sin soltar todavía las CELG... mal vamos.
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trantor 24/07/19 15:59
Ha respondido al tema Farmas USA
ALXN Alexion Pharma beats Q2 consensus; 2019 guidance raised https://seekingalpha.com/news/3480817-alexion-pharma-beats-q2-consensus-2019-guidance-raised   Yo preguntandome cuánto estaría subiendo al calor de este ER... y resulta que baja más de un 4%. 
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trantor 18/07/19 22:33
Ha respondido al tema Farmas USA
ATRA Segundo día en seguimiento, y... Atara launches $125M stock offering; shares down 2% after hours https://seekingalpha.com/news/3479102 ...queda claro que todo son emociones fuertes con esta.
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trantor 17/07/19 22:06
Ha respondido al tema Farmas USA
ATRA Olé, tu! Por mi parte, un día en seguimiento, y se marca un -5.8%... en fin, de momento seguirá ahí, en seguimiento.
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trantor 17/07/19 12:54
Ha respondido al tema Aryzta AG.
Todo viene de un lío entre las autoridades suizas y europeas. Aquí tienes la explicación... https://www.rankia.com/foros/bolsa/temas/4297876-problemas-acciones-suizas-negociadas-europa
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