Farmas USA

Se ha picado con la Fundación Gates :-)

NVAX

PT lowered to $15 at Piper (falta buscar confirmación)

PJ reiterates Overweight on $NVAX yet cuts PT from $17 to $15 on a second note today citing reduced RSV maternal immunization forecast

joer no habia visto esto:

08:49 EDT NVAX 
theflyonthewallcom: Novavax vaccine data results fell short, says Piper Jaffray 
Piper Jaffray analyst Edward Tenthoff says Novavax's positive top-line Phase II RSV-F vaccine data in maternal immunization fell short since microneutralizing antibodies appeared low. While Novavax will begin a Phase III trial in Q1 under a new grant from the Bill & Melinda Gates Foundation, Tenthoff is unsure the vaccine will have dramatic uptake in pregnant women. He attributes this to the sharp pullback in shares of Novavax over the past two months. The company's RSV vaccine in the elderly showed impressive activity, however, Tenthoff tells investors in a research note. He remains a buyer of the stock on the selloff and keeps an Overweight rating on the name

Novavax price target lowered to $15 after maternal RSV data at Piper Jaffray 
After Novavax released top-line Phase II RSV-F vaccine data, Piper Jaffray analyst Edward Tenthoff said he is not sure that this vaccine will have dramatic uptake in pregnant women. He lowered his price target on Novavax to $15 from $17 to account for a reduced RSV maternal immunization forecast, but maintains on Overweight rating on the stock, citing the "blockbuster potential" of the company's RSV vaccine in the elderly

NVAX

Es decir, que el analista interpreta que que no imuniza tanto como preveían, pero sigue recomendando comprar y mantiene un PT muy por encima de la cotización actual (aunque lo baja de $17 a $15)... en fin, lo de siempre: el titular puede alarmar, pero leyendo el detalle no hay para tanto.

After Novavax released top-line Phase II RSV-F vaccine data, Piper Jaffray analyst Edward Tenthoff said he is not sure that this vaccine will have dramatic uptake in pregnant women. He lowered his price target on Novavax to $15 from $17 to account for a reduced RSV maternal immunization forecast, but maintains on Overweight rating on the stock, citing the "blockbuster potential" of the company's RSV vaccine in the elderly.

No lo he podido evitar. Dentro de nuevo en arna, es como la novia que te da satisfaciones en los mete saca rapiditos pero no la quieres para algo serio como thld, aunque luego te arrepientes de no haber hecho lo mismo con ella también.
Arna

Estoy fuera del precio.  TODO OUT.

NVAX

Hombre, parece que está dudando del posible mercado o demanda de la vacuna en embarazadas dados los resultados, pero sí tiene una mejor perspectiva para la vacuna para ancianos. Menuda jodienda, no? Le da más valor al RSV para ancianos que para embarazadas, eso no era nada esperado (o yo no me he enterado bien...)

NVAX