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Farmas USA

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Farmas USA
Farmas USA
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#136665

Re: Farmas USA

NKTR 

Joder, $29. Creo que ya no la pillo en breves...
#136667

Re: Farmas USA

XBI 
The mid-June 143% of $XBI units short as percent of Units outstanding, is highest since April 3rd 2020 Covid crash low reading of 155%. XBI subsequently rallied from $75 to $170 (+125%) at the Feb 2021 peak, from where our hangover persists.  Similarly, after low in July 2014 from the Janet Yellen "#biotech is in a bubble" comment, the short interest hit a then record high of 128%. XBI rallies from $44 to $90 (+100%) over the next year. Yet another  measure of hate priced into biotech. Past is not necessarily prologue, but even a tiny sliver is better than the past 4 years.

https://x.com/EdenRahim/status/1938642342585737487?t=cBLNGb8A_QkFwlqfhd39LA&s=19
#136668

Re: Farmas USA

A ver si rotan, que cuatro años ya son muchos...
#136669

Re: Farmas USA

GBIO

Creo que el 25 de Agosto se cumplían los 180 días...
RS de 1:10-1:30 en el horizonte....

Bajada hermosa el viernes...

A ver que toca pero se aproxima lentamente el momento...
#136670

Re: Farmas USA

XBI
Leerink:" Biopharma Cash Runway Map: Bottom Line: Amid significant macroeconomic challenges for the
Biopharma sector, we update our cash runway map for "not-yetprofitable"
companies across the Leerink Partners' Biopharma
Coverage Universe. The map highlights
value (with >2 years cash runway, trading below cash) and growth
stocks (with >2 years of cash runway, trading above cash), as well as
high-volatility catalyst plays (<2 years of cash runway, trading above
cash) and stocks with near-term financial overhangs (<2 years cash
runway, trading below cash), within each sub-sector.
● Across our Biopharma coverage universe, as of June 2025, ~51%
of currently unprofitable covered companies had >2 years of cash
runway, up from 40% in June 2023...."

https://x.com/TomSilver39/status/1940115999912862075?t=fVTZVhezyu6aipIJZwqenA&s=19

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Pfizer (PFE)