Farmas USA

DVAX y alguna farma más

http://fonsietraderblog.blogspot.pt/2016/01/bullish-macd-crossovers-athx-nept-gluu.html

un dia me voy a empollar bien los dichosos HCH porque cada vez los veo nombrados con mas y mas frecuencia en figuras cada vez mas amorfas.

Futuros SP500 -0,5% ... 1901 ....

SP500, da miiiedoooo..... bueno, hace tiempo que lo da, ya venía avisando, ahora se va acercando a zona de primera parada, pienso...
Yo no creo que siga y siga y siga bajando de golpe hasta 0, por lo que vamos a ver(o repasar que ya lo comenté) que zonas quedan antes de la debacle final, o no
Ahora mismo todo roto, abrimos encima ahora en negativo, por lo que por abajo, ya quedan dos zonas de soporte
1. donde parece que está parando ahora, zona de 1900. Los números redondos, aunque no sean ni resitencia ni soporte, actuan como tal de forma psicológica, pero en este caso, los 1890/1910 es zona de soporte
2. Soporte fuertísimo que marcaría un antes y un después definitivamente si se rompiera ya, es la zona de 1865. Aquí hubo doble suelo y voló, por lo que ojo esa zona y a vigilarla, y por supuesto cortos a discreción si lo rompe, donde pienso que va a buscar en primera instancia los 1700 , ya veremos el plazo, pero creo que irá a buscar esa zona.

NVAX
yo sigo pnsando lo que dije hace tiempo, no es hora de compras, por lo que mi análisis sigue igual para todos los valores
Sería ilógico por técnico, buscar zonas de compra cuando pienso que va a bajar todo más, pero claro, con estas pharmas cambia la cosa con la parte fundamental, pero aun así, vamos a mirar el técnico
ahora mismo, según está todo, pienso que el precio si o si se tiene que ir al soporte fuerte de 6.50, por lo que ese sería mi primer precio de compra por si no quisiera quedarme fuera por si viene alguna newe por la parte fundamental, que la verdad, no sé ni como anda personalmente...
Pero volviendo al técnico solo, si esas news no llegaran en el medio plazo, pienso que esos 6.50 se rompen, y nos vamos a por la directriz de largo plazo, zona de 5$, pero bueno, esto será otro cantar, habrá que romper primero esos 6.50

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pero esque fijaros a corto plazo....
sigue lateral, con máximos y mínimos decrecientes estas últimas semanas, por lo que para mi, el valor, está solo para "tikitakas", y esa zona de 6´5 a vigilar

Bioinvest Letter . MTSL 818

http://www.bioinvest.com/wp-content/uploads/2016/01/MTSL-Issue-818.pdf

ACAD, ANTH, CBMG, FPRX, XON, PCRX

Como sabeis, recomendada lectura siempre. Estos saben. Destaco los comentarios sobre la situacion del sector. Dejo una parte ...

SENTIMENT — For A Real Change in Sentiment, Watch The Top Tier — On the first trading day of 2016, whatever hope of a rebound we thought may occur after the end of year-end tax loss selling was squashed by the overall market’s collapse due to global pressures (e.g., escalating Middle East tensions, China’s economy, North Korea). A renewed fear of potential recession by contagion poked up its head while the Fed is stuck after finally raising interest rates. Even last year’s winners are being sold since New Year’s Day. While we can ramble on about the intact and solid biotech fundamentals (e.g., accommodating FDA, immune oncology breakthroughs, M&A, sustainable earnings growth from new drug approvals, yada yada), risk is off and that’s that. The overall market is giving us little reason to jump back in. These are the most frustrating times for biotech investors, since the majority of stocks have already given up so much already. Negative sentiment is everywhere, the NBI fell below support and investors are heading to the JPMorgan Conference wondering what kind of year 2016 will be after this kind of start. Since the biotech peak in July and subsequent underperformance of the remainder of 2015, periodically we turn to the Top Tiers stocks (AMGN, BIIB, CELG, GILD and REGN, ALXN to a lesser extent) as sign of investor sentiment. While the mega caps have hung in there since the infamous ‘Hilary Tweet’ on September 24 , none of the Big Boys’ stocks have even approached new highs and most have stayed within trading ranges since then. REGN came close in November and AMGN has done better since the industry’s bottom, but still closed the year up just 4%. Despite Harvoni’s mind-blowing success, all of GILD’s 9% YTD return came last January, whereas CELG’s 7% annual gain came at the end of the year when it won its Revlimid patent dispute.

To us, the most shocking event/day in biotech of last year was the market’s reaction to the Q2:16 quarterly conference call of Biogen on July 24 Already having dropped ~10% due to mixed clinical data on its Alzheimer’s compound, the stock opened that day at 385 per share and closed at 300 – down 22% or a loss of roughly $20 billion in a single trading session. That move crushed the generalist investor’s move into biotech stocks – and the sector has yet to recover. In fact, sentiment steadily eroded until the IBB bottomed at the end of October. Since that time, the Top Tier has been generally flat, but the bottom fell out of the majority of biotech stocks except just a handful. A couple of MTSL January 7, 2016 IN THIS ISSUE: A Rough Start, But 2016 Will End Better Than 2015 Since Last Issue: BTK: -6.3%; NBI: -7.17%; Model Portfolio: -12.9%; Trader’s Portfolio: -19.8% th th. Login / My Account Contact Us Current Issue Home About Us Our Analysts Recommended Portfolio MTSL Subscribe names have thrived (ALKS, FPRX) and our Model and Trader’s portfolio were up for the year, but the Biotech Bear has had the day – and many long ones – since August.

Over the past month or so, the Top Tier leaders had begun to show some signs of life – notably BIIB and CELG. To us, BIIB is the most intriguing. Before this week’s market drop, Biogen shares moved steadily from a low of 254 onOctober 15 and peaked at the end of the year at 312 – a gain of 23% and better than the more volatile NBI index’s 20% rebound during the same period. The BIIB bounce, though far from the August hey day when the Company was king of the biotech hill, stayed above the technically important 50-day moving average including this week’s meltdown. Importantly, Biogen’s move was not the product of a new drug or clinical trial, or even impressive earnings. It was mostly because Q3 results did not disappoint and the shares had based for while after being oversold for three months. As long-term investors in biotech, in our view, this could represent a sign of improved, albeit slightly, sentiment in BIIB’s stock

Why is this important? Its important because before the market loved immuno-oncology and all of the sexy new breakthrough innovations (e.g., ALNY, BLUE, KITE, RARE, etc.) – it had to first love BIIB. Or GILD or CELG – namely the leading companies driven by a pipeline of commercially successful important new drugs and the resulting, sustainable above-average earnings growth. When BIIB died on that day in July, the sector went with it (see the 3-year NBI in green below). Over the past six months, optimism for the Big Four has waned. Whether it was the mixed BIIB (stock is in light blue) AD drug, the lack of an HCV follow-up for GILD (navy) or the exciting but not yet ready CELG (purple) pipeline, in addition to the Hilary and Shkreli noise, biotech sentiment hit the floor during the past two quarters for real reasons.

Why is this important? Its important because before the market loved immuno-oncology and all of the sexy new breakthrough innovations (e.g., ALNY, BLUE, KITE, RARE, etc.) – it had to first love BIIB. Or GILD or CELG – namely the leading companies driven by a pipeline of commercially successful important new drugs and the resulting, sustainable above-average earnings growth. When BIIB died on that day in July, the sector went with it (see the 3-year NBI in green below). Over the past six months, optimism for the Big Four has waned. Whether it was the mixed BIIB (stock is in light blue) AD drug, the lack of an HCV follow-up for GILD (navy) or the exciting but not yet ready CELG (purple) pipeline, in addition to the Hilary and Shkreli noise, biotech sentiment hit the floor during the past two quarters for real reasons.

It is in this period, on the other hand, that clinical progress has continued along at each of the Big Four and other others (e.g., MTSL’s INCY, etc.) that will be released throughout 2016. The recent positive movement in BIIB shares, coupled with CELG stock holding most of its gains after the patent win says to us that the beginning of the end of the biotech bear is nearing. Both BIIB and CELG will deliver important latestage pipeline updates. Also towards the end of last year, both AMGN (pink) and REGN shares fared relatively well on the approvals of their respective PCSK-9 compounds. Praluent and Repatha are expected to gain momentum as the year goes by. By no means does it suggest a return to early 2015 euphoria but just maybe that the healing is underway. As with almost any acute injury (e.g., such as the BIIB Tysabri flattening, ‘The Hilary Tweet’), emergency care is followed by a period of healing, rest and rehabilitation. This eventually leads to a recovery and resumption of function and, quite possibly, a new period of thriving. The analogy to BIIB and biotech tells us we have been out of the ER for about two months now and the upward momentum (i.e., slope of the curve) appears to be starting. It maybe too early to knowfor certain, particularly after a day like Monday, but in our view2016 will end much better than it has begun. So watch the Top Tier carefully including CELG’s comments/guidance during the JPMorgan Conference – the most important and best attended investor meeting of the year. It won’t happen overnight, but the tide may be turning.

http://m.xataka.com/medicina-y-salud/este-test-quiere-detectar-varios-tipos-de-cancer-en-sus-etapas-mas-tempranas-de-formacion
ILMN

THLD

Merck devuelve todos los derechos de evofosfamide a THLD

On January 11, 2016, Threshold Pharmaceuticals, Inc. (the “Company”) issued a press release announcing that an Independent Data Safety Monitoring Board (IDSMB) had completed an unplanned interim efficacy and safety analyses of unblinded data for the Company’s pivotal Phase 2 clinical trial of evofosfamide plus pemetrexed versus pemetrexed alone in patients with non-squamous non-small cell lung cancer. Based on the analyses, the IDSMB concluded that the trial is unlikely to reach its primary endpoint of improving overall survival with statistical significance and as a result, enrollment in this trial will be closed to further enrollment.

The Company also announced in the press release that Merck KGaA, Darmstadt, Germany, has agreed to key terms to license back all rights to the evofosfamide program to the Company and as such, both companies are currently engaged in negotiating final terms for the return of rights to evofosfamide.

http://investor.thresholdpharm.com/secfiling.cfm?filingID=1144204-16-74962&CIK=1183765