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Farmas USA

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#78089

Re: Farmas USA

Mira que texto mas revelador

"While the elderly market will likely dwarf the pregnant woman RSV vaccine market, the maternal data was expected to be good as well and it was. Between the two releases however, a NVAX short report circulated – most probably commissioned by short-sellers who took Novavax positions after the elderly results and during the sector turn in sentiment. Unfortunately, the RSV pregnancy data was presented at the Company’s own analyst meeting which took place on the last day of the third quarter – the very bottom of the bios, when shorts pounded the hardest – and some clown analyst said the data “fell short” most likely influenced by the short piece (and later recanting some of his remarks) – but the damage was already done. The maternal immunization data was and is still very positive."

 

"...  In this type of environment, savvy short sellers actually commission some unheard of PhD from an unheard shop to write a short report – for a stock that only five analysts cover – describing why its overvalued – and send it out everywhere. (We have a copy of the short report. It is well written, but to us it is a classic no new info bear raid piece put out in a rapidly falling, quickly fearful stock market.) ..."

 

 

Circulaba un informe para propiciar un ataque de cortos. Esta claro de que 15 a 6 algo orquestado debia haber pero de intuirlo a saberlo ... grrrr ... hijos de puta

NVAX

#78091

Re: Farmas USA

jaja Sí, ya lo he visto antes, y hasta el precio de la adquisición cuadraría con el de DVAX, lo que no cuadraba era Shire en la ecuación, y al final así ha sido :((

Aunque Zoka por 37$ el cromo ni se levanta de la cama. Malditas DYAX, hace un mes en 17$ y me las miraba junto con CLDX, y efectivamente, escogí la peor opción...

#78092

Re: Farmas USA

Threshold Pharmaceuticals Reports Third Quarter 2015 Financial and Operational Results

 

Threshold Pharmaceuticals (NASDAQ:THLD): Q3 EPS of -$0.09 beats by $0.05.

Revenue of $3.68M (flat Y/Y) misses by $0.01M.

 

SOUTH SAN FRANCISCO, CA -- (Marketwired) -- 11/02/15 -- Threshold Pharmaceuticals, Inc. (NASDAQ: THLD) today reported financial results for the third quarter 2015. Revenue for the third quarter ended September 30, 2015 was $3.7 million. The operating loss for the third quarter ended September 30, 2015 was $6.8 million. The net loss for the third quarter ended September 30, 2015 was $6.4 million, which included the operating loss of $6.8 million and non-cash income of $0.3 millionrelated to the changes in fair value of the Company's outstanding warrants and was classified as other income (expense). As of September 30, 2015, Threshold had $56.4 million in cash, cash equivalents and marketable securities, with no debt outstanding.

"This is an exciting time for Threshold as we anticipate announcing top-line results from the two pivotal Phase 3 clinical trials of evofosfamide in patients with advanced soft tissue sarcoma (TH-CR-406) and in patients with advanced pancreatic cancer (MAESTRO) around the end of this year," said Barry Selick, Ph.D., Chief Executive Officer at Threshold. "In the third quarter, we also made significant progress with tarloxotinib, our exclusively-licensed hypoxia-activated EGFR tyrosine kinase inhibitor, with the initiation of two proof-of-concept Phase 2 clinical trials. We expect to have preliminary data from those trials in the first half of 2016."

Third Quarter 2015 Financial and Operational Results

Revenue of $3.7 million was recognized for both the third quarter of 2015 and 2014. Revenue is related to the amortization of the aggregate of $110 million in upfront and milestone payments earned in 2013 and 2012 from Threshold's collaboration with Merck KGaA, Darmstadt, Germany, for evofosfamide (previously known as TH-302). The revenue from the upfront and milestone payments earned under the agreement is being amortized over the relevant performance period, rather than being immediately recognized when the upfront and milestone payments are earned or received.

The net loss for the third quarter of 2015 was $6.4 million compared to a net loss of $7.7 million for the third quarter of 2014. Included in the net loss for the third quarter of 2015 was an operating loss of $6.8 million and non-cash income of $0.3 million compared to an operating loss of $7.6 million and non-cash expense of $0.3 million included in the net loss for the third quarter of 2014. The non-cash income or expense is related to the change in fair value of the Company's outstanding warrants and was classified as other income (expense).

Research and development expenses were $8.1 million for the third quarter of 2015 compared to $8.9 million for the third quarter of 2014. The decrease in research and development expenses was due primarily to a $1.1 million net decrease in clinical development expenses, net of reimbursement from Merck KGaA, Darmstadt, Germany related to their 70% share of total development expenses for evofosfamide. The decrease in clinical development expenses was due to a decrease in clinical development expenses for evofosfamide, partially offset by an increase in clinical development expenses for tarloxotinib.

General and administrative expenses were $2.4 million for both the third quarter of 2015 and 2014.

Non-cash stock-based compensation expense included in total operating expenses was $1.5 million for the third quarter of 2015 versus $1.2 million for the third quarter of 2014. The increase in stock-based compensation expense was due to the amortization of a greater number of options with higher fair values.

As of September 30, 2015 and June 30, 2015, Threshold had $56.4 million and $67.0 million in cash, cash equivalents and marketable securities, respectively. The net decrease of $10.6 million in cash, cash equivalents and marketable securities during the third quarter of 2015 was primarily due to the Company's operating cash requirements for the third quarter of 2015.

#78094

Re: Farmas USA

THLD

'By en of year'= para antes de fin de año. Puede ser en cualquier momento entre ahora y entonces.

«Después de nada, o después de todo/ supe que todo no era más que nada.»

#78096

Re: Farmas USA

THLD

Perdón, efectivamente si es around diría que entre 15 de diciembre y 15 de enero. :)

«Después de nada, o después de todo/ supe que todo no era más que nada.»