Farmas USA

A diferencia de lo que pasa con Dragui ... con Stan hay que tener muy presente cada palabra que dice, CEO serio donde los haya, cada palabra cuenta, y si dice que es muy posible la financiacion ... pues eso.

NVAX

Vendidas las NAVB, ya que, a pesar de la reciente new, no suben ni a tiros....
El resto de cartera, la mantengo... (BLRX, CPRX, CUR, CUTR, IDRA, THLD y XOMA)

Olvide, CUR y XOMA a que precios estas?

BLRX, 1,96
CPRX, 3,41
CUR, 3,22
CYTR, 2,7
IDRA, 4,37
THLD, 3,79
XOMA, 3,47

Esto se ha girado hace un ratillo....con lo bien que iba al principio de sesión....jajajaja

THLD

CLSN

Parece que se animan. En principio, sin mayor motivo.

Broke above its 50-DMA. P2 for ThermoDox (Chest Wall Breast Cancer) due to complete around June-August.

Nota completa de SunTrust

http://www.streetinsider.com/Hot+Upgrades/SunTrust+Upgrades+Amarin+Corporation+%28AMRN%29+to+Buy/10284127.html

SunTrust Robinson Humphrey upgraded Amarin Corporation (NASDAQ: AMRN) from Neutral to Buy with a price target of $6.00 (from $2.00), suggesting 408% upside from yesterday's close.

In the report, analyst John Boris cited their above consensus 2020 estimates of $558M/$1.27, which compare favorable to the Street consensus of $496M/$0.78. He also noted a compelling risk/reward at current levels.

Boris noted Vascepa's superior profile, competitive pricing vs. GSK's Lovaza and TEVA/Par's generics, expanding Tier 2 coverage, and free call options on ANCHOR (36M patients) and REDUCE-IT (34M patients) label expansion and ex-US strategic options for Vascepa.

On pricing, the analyst notes Vascepa is priced at a 21% discount to GSK's Lovaza and just an 8-24% premium to generics. He also said Vascepa Tier 2 coverage should expand in 2015 as Lovaza is removed.

On ANCHOR, the analyst notes that the FDA is seriously delinquent under PDUFA since it did not issue a decision on the ANCHOR sNDA that was filed in Dec. 2013. "In the wake of the favorable IMPROVE-IT results from MRK, we would expect the FDA to either issue a CRL (high probability assumed) and/or allow the ANCHOR data into the Vascepa label (low probability)," he commented.

The analyst concludes, saying the risk/reward on the stock is "skewed heavily" toward their $6 base case price target. Meanwhile a bear case is just $1, while an bull case is $17.

vaya, vaya ...

super proyeccion velas 1 minuto 

o ...

edito: y 20 minutos despues .... 9,06$ :))))