Farmas USA

ARNA

Upgrades:

Needham: 60$

Citi: 62

JMP: 79

Artículo SA:

Etrasimod Phase 2 data showed outstanding efficacy and safety.

Celgene’s Ozanimod is in a serious competitive threat.

Even half of Ozanimod’s value means $175/share in Arena terms.

Analysts issued upgrades across the board.

Comparing these results with Celgene’s (NASDAQ: CELG) Ozanimod, Etrasimod fairs much better on all fronts including:

• Three Component Partial Mayo Clinic Score
• Endoscopic Improvement
• Clinical Remissions
• Lymphocyte bounce recovery time clearly makes Etrasimod the better choice

The clinical Remission data is especially significant since it’s an endpoint that has been historically used in Phase 3 registrational trials. Etrasimod did phenomenally well, compared to Ozanimod:

• Etrasimod: [24.5% in the Etrasimod 2 mg group compared to 6.0% for the placebo group (p = 0.004)]
• Ozanimod: [16% in the Ozanimod 1 mg group compared to 6% for the placebo group (p = 0.048)]

As a reminder to the readers, Celgene bought Receptos in 2015 for its ownership of Ozanimod at a price tag of $7.2b, which translates to around $175/share in Arena’s terms.

https://seekingalpha.com/article/4158032-arena-star-acquisition-target-post-positive-trial-results

ARNA

Continuación:

An Arena Private Investor Group letter to all major Big Pharma CEOs, pitching the company as a great acquisition target, has yielded positive reaction in the form of direct responses, and many visits to the due diligence report produced independently of Arena.

Que es este:

http://www.arna100.online/

AKAO
plazomicina para el tratamiento de infecciones complicadas del tracto urinario.

Bonico Morning Star está haciendo hoy, y casualmente en el 61% del Fibo

SGYP 

MLNT 

Ana, la vela de hoy invita a aumentar posición o tal vez mañana para confirmar 

juas, me conecto ahora a sesion ... que bien esta uno cuando anda desconectado y ajeno a todo, pues nada, que me conecto y algo habia que hacer ... malvendidas las ACAD, lo mismo me da para una bolsa de pipas. Si es que a veces es mejor no mirar hasta el cierre ... dedo inquieto. En el fondo queria reducir exposición y es de lo poco verde que tenia.

 

ARNA

Colocación a 41,5

 

MLNT

Tiene una pinta horrible. Mañana probablemente saltaré

Futuros -0,7% ... Joer otro dia mierda ...