Farmas USA

PTN sigo con la viagra femenina. $heff también y parece que quiere acumular antes del 18 de agosto. Ayer sacaron unos incentivos (S3) para empleados que creo que venían del 2011 y cumplían el 31 de julio de 20 millones de acciones a 0,98.
Ni idea si ya ha sido descontado o no.

Joose, disculpa mi torpeza pero no logro entender, captar las 4 ultimas líneas, podrías explicármelo.

XOMA

Este próximo jueves, después del cierre de mercados, se anunciarán los resultados del trimestre...

Me quedo con esta frase:

The average 12-month price target for Xoma is $5.25, marking an overwhelming 619.18% potential upside from where the stock last closed.

http://www.smarteranalyst.com/2015/08/02/looking-ahead-of-wall-street-tesla-motors-inc-tsla-xoma-corp-xoma-walt-disney-co-dis-and-intercept-pharmaceuticals-inc-icpt/

MNKD Afrezza es algo parecido a Exubera, otra insulina inhalada que tuvo un gran fracaso en Pfizer. El encargado, no recuerdo su nombre, desembarcó en Sanofi (desde Pfizer) en teoría para vender Afrezza, y unos lo valoraban como positivo por su experiencia y porque no se permitiría otro fracaso pero otros usanos comentaban que no permitiría que Afrezza saliera adelante (son recuerdos que tengo de foros usanos) tampoco tiene ninguna fuente fiable.
edito: Will Olivier Brandicourt
https://www.google.es/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=0CCQQFjAAahUKEwiK1aaurYvHAhXJXRQKHT08DWk&url=http%3A%2F%2Fblogs.wsj.com%2Fpharmalot%2F2015%2F02%2F19%2Fsanofi-hires-brandicourt-a-bayer-and-pfizer-veteran-as-ceo%2F&ei=Lo2-VYqGOsm7Ub34tMgG&usg=AFQjCNEZYkndndXYiAae9L1y8Ifr-UwrtQ&sig2=H6kTE9-o9-MNYoE9OnMkAw

Entendido. Gracias Joose

Novavax Boosts Chemistry With Retooled Vaccine

http://online.barrons.com/articles/novavax-boosts-chemistry-with-retooled-vaccine-1438594590

Upgrade de Wedbush: 

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As anticipated, Novavax’s (ticker: NVAX ) retooled vaccine demonstrated robust antibody titers against all four viral strains of influenza, both for the accepted surrogate endpoint of hemagglutination-inhibiting (HAI) titers and for neuraminidase-inhibiting (NAI) titers — a potential differentiator. We see these data as de-risking to the seasonal flu program. In our view, these data, in concert with the positive Ebola data released [recently] de-risk the pandemic and seasonal flu vaccine platforms. We have lowered our discount rate for these programs to 15%, driving our price target to $13 [from $11]. We reiterate our Outperform rating.

The vaccine met all seroconversion and seroprotection endpoints; therefore, it is possible for Novavax to pursue accelerated approval on a surrogate endpoint of HAI titers. However, Novavax will explore options with its partner, the Office of Biomedical Advanced Research and Development Authority (BARDA); although an accelerated pathway is faster, an efficacy trial may highlight potential superior efficacy of the Novavax vaccine. We note there was a comparator vaccine in the current Phase II study; Novavax’s vaccine met or exceeded the comparator in seroconversion and seroprotection for all strains and has NAI activity, which can set it apart.

Seasonal flu program is funded through a BARDA contract; we see this program as a free flyer for investors that can generate value for Novavax and potentially pave the way to a pentavalent flu/RSV vaccine. BARDA also funds the pandemic flu vaccine program. We expect the H7N9 pandemic influenza vaccine to enter Phase II development in the elderly in first-quarter 2016 — our first look at Novavax’s novel Matrix-M adjuvant in the elderly population.

We continue to view upcoming respiratory syncytial virus (RSV) data readout as a significant value driver for the company. We anticipate data from the 1,600 subject RSV study in the elderly to readout in August. In our view, a high 2014-2015 RSV rate, high dose of antigen (135 micrograms) and previous strong immunogenicity data for the 90-microgram dose suggest Novavax’s RSV vaccine should demonstrate efficacy in this population

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Si por el Ebola y la gripe suben 2 dolares ... por las dos del RSV suben el doble ... al tiempo.

NVAX

El Viernes me entere que Wedbush habia hecho upgrade de 11 a 13$ pero como no tenia el link no lo subi hasta hoy.

Ya que proviene de la misma fuente, comento que estoy a la espera de poder confirmar mediante link el upgrade de Gugghenheim a 17$. 

NVAX

Selected stock moving events for Specialty Pharma in 2H15.

by $HEFF