Farmas USA

A muchos. Y la paridad estaba cantada hace nada. Trileros.

A pesar de los buenos resultados, Amgen baja en PM... lo atribuyen a la reducción de un 13% del cash flow.

AMGN

dvax

dentro a 8.95

vendidas stop 8.95 no me da confianza

ahora rebota :))))

DVAX

Acojonante, esto es bolsa en su estado puro....................veremos que pasa el viernes.

AMRN

Amarin has recently traded for around $4.15, but also has a greatly increased share count now (including conversion of preferred shares and exercise of stock options). If everything is exercised, then Amarin's share count could reach around 337 million. As a result of the increased share count, Amarin's enterprise value is approximately $1.35 billion now. This could increase some more if Amarin decides to raise additional funds in order to boost sales and marketing efforts in 2018.

A good, but not great REDUCE-IT result (that at least results in approval of expanded indications) could push Vascepa's net product revenues up to $500+ million by 2020. This could make Amarin worth over $2 billion (at 4x revenue), or roughly $6 per share.

https://seekingalpha.com/article/4090637-look-amarin-4?auth_param=7ib4d:1cnh8ut:789d247a5fb269ce29059c5a5b34aa86&uprof=44#alt1

No estoy para nada de acuerdo con el artículo. Si actualmente cotiza a x8, con un 30% de un mercado bastante limitado, de aprobarse para ANCHOR ¿Lo valoramos a un x4 con un mercado muchísimo mayor?

No lo doy por hecho, pero de aprobarse, estoy seguro de que veremos AMRN cotizar >10$.

AMRN

AMRN

Pienso lo mismo que tú. Lo ponía precisamente por eso. Él afirma que "penetration is likely to be much lower for patients with lower triglyceride levels" y parte de los números de SunTrust:

For example, SunTrust modeled Vascepa revenues as coming 51% from the MARINE indication, 37% from the ANCHOR indication and 12% from the REDUCE-IT indication (outside of ANCHOR) in a go it alone promotional scenario. SunTrust modeled Vascepa revenues as 46% from the MARINE indication, 34% from the ANCHOR indication and 20% from the REDUCE-IT indication in a scenario where it partnered with a major pharmaceutical company.

>10$?

Mira que le hago un ALL IN ultra apalancado, eh? Dos veces no puede fallar, no?

.... Oh si? 

AMRN

:))))