Farmas USA

AMRN

EPS of -$0.15 misses by $0.03.
Revenue of $17.71M (+40.4% Y/Y) misses by $1.39M.

PR:
http://seekingalpha.com/pr/14341896-amarin-reports-second-quarter-2015-financial-results-and-provides-update-on-operations

OCAT ¿Quiero entender entonces Ana, que justo les queda lo que sacaron en la dilución de junio?

La chicha: 136 kilos en caja y un quemado medio de 18,8 mill $ por trimestre.

• R&D progress: REDUCE-IT, ... is progressing on schedule with enrollment now over 95% complete;
• Revenue growth: Recognized $17.7 million in net product revenue from Vascepa® (icosapent ethyl) sales in Q2 2015 compared to $12.6 million in Q2 2014, an increase of 40%;
• Prescription growth: Increased normalized prescriptions, based upon data from Symphony Health Solutions, by 60% in Q2 2015 compared to Q2 2014;
• Cash preservation: Maintained a cash balance of $136.0 million at June 30, 2015 and lowered net cash used in operating activities to $37.6 million in the six months ended June 30, 2015 compared to $38.8 million in the same period in 2014;
• ANDA litigation: Moved to dismiss pending ANDA litigation after FDA revoked prior acceptance of Vascepa ANDAs following the federal court ruling that set aside FDAs denial of NCE for Vascepa.

IBB DIARIO , perdidas en una sesion la MM20 y MM50

Diria que la cosa anda entre la MM100 en 364 y la alcista en 360-361 ... de un -1,5% a -2,5% adicional ... 

Eso para que realmente no se nos rompa nada ... 

Parece ser que el NCE, que sera incluido en la actualizacion del Orange Book del proximo 14 Agosto por parte de la FDA, dara proteccion por 5 años ... DESDE AHORA ... es decir, hasta 2020!

Eso es una buena noticia.

AMRN

edito: y estoy leyendo, aunque tengo que confirmarlo, que Amarin y la FDA trabajaran conjuntamente para defender la demanda de Watson's contra el NCE.

MAÑANA ME LEERE LA TRANSCRIPCION, SE HA PUESTO INTERESANTE LA COSA 

Yes!!!

XOMA
En el AH la están dando bien

• En resumen:
• XOMA (NASDAQ:XOMA): Q2 EPS of -$0.20 misses by $0.02.
• Revenue of $2.54M (-57.5% Y/Y) misses by $1.84M.

For the second quarter of 2015, XOMA had a net loss of $23.8 million, compared with a net loss of $11.9 million for the second quarter of 2014. Excluding non-cash charges related to the revaluation of warrant liabilities, net loss in the quarters ended June 30, 2015 and 2014, was $23.6 million and $19.9 million, respectively.

On June 30, 2015, XOMA had cash, cash equivalents, and short-term investments of $51.0 million. The Company ended December 31, 2014, with cash, cash equivalents, and short-term investments of $78.4 million.

Es decir, que les queda pasta como para 2 trimestres.

DILUCION YA! ESTA AL CAER.

XOMA