Farmas USA

si lo rompe fiesta :)
Sobre las 18.40 más o menos tendrán que decidir si se sube o se baja.
ya le han dado un meneo 18:12

ahi va, ha sido subirlo a stocktwits y en un minuto ha pasado a 7,69 

NVAX

https://www.thestreet.com/story/13666437/1/5-breakout-stocks-to-buy-for-big-gains.html?puc=CNBC&cm_ven=CNBC

Espero empiece en breve a dar alegrías, esta tb.

DVAX

TGTX

Update de Raymond James de este miércoles pasado. Parece que el reclutamiento va más lento de lo esperado en GENUINE... Buenas vacas y ahí va el tostón!

TGTX RJ: Slow and Steady Progress Continues – Tidbits From the Road
Recommendation: We are maintaining our Strong Buy rating for TG Therapeutics (TGTX).
Recently, we had the management of TG Therapeutics on the road visiting New York accounts.
While the Phase III GENUINE study continues to enroll slower than expected, we remain
optimistic about its outcome as well as the commercial prospects for TG-1101 (an anti-CD20
antibody). In addition, we believe the company’s checkpoint and multiple sclerosis (MS)
programs could be long-term value creating assets that are not currently factored into the
stock, in our opinion. Key takeaways from our meetings include:
 GENUINE trial progress. The main questions on investors’ minds were surrounding the
enrollment progress for the two ongoing Phase III studies (GENUINE and UNITY-CLL) and
the timeline for potential data readouts. Although a new screening protocol has been put
in place to help recruit patients into the GENUINE study, enrollment is still progressing
slower than anticipated. That said, management expects top-line results from the
GENUINE study to be available sometime in 2017, and we continue to believe that the
readouts are likely to be positive given the results seen in the prior study (Exhibit 1). As
for the UNITY-CLL study, the enrollment is going much faster than anticipated, with
potential to complete in two years.
 Competitive landscape. There was significant discussion regarding the competitive
landscape, in particular the IBR (ibrutinib, bendamustine, rituximab) regimen and
venetoclax (a BCL-2 inhibitor), both of which have been approved for the treatment of
previously treated CLL in 1H16. While the CLL space is crowded, in our opinion, TG-1101
plus ibrutinib could still compete effectively with the existing options in the second line
setting, which include IBR, venetoclax, and three top choices (ibrutinib, idelalisib plus
rituximab, and idelaisib) recommended by the guideline from the National
Comprehensive Cancer Network (NCCN) (Exhibit 2). Among these drugs, we view IBR as
the most compelling threat to the combination of TG-1101+ ibrutinib (Exhibit 1). While
both regimens are likely to show comparable efficacy, in our opinion, TG-1101 plus
ibrutinib is likely to beat IBR with a better safety profile (Exhibit 1). Interestingly, there
was discussion regarding the transformation of CLL to Richter’s Syndrome (RS) during
single-agent ibrutinib treatment, which could be caused by an increase in lymphocyte
counts (lymphocytosis). Therefore, in our opinion, combining an anti-CD20 antibody with
ibrutinib could potentially prevent such an issue. In addition, physician surveys conducted
by the company (3-4 advisory boards with approximately 150 doctors) suggest key
opinion leaders would stop using ibrutinib for certain patients if they had other options.
 Pipeline potential: The sleeper program in the entire portfolio is the MS study with TG-
1101, which is under Phase II testing, with B cell depletion data expected in 1H17. Of
note, TG-1101 could potentially be superior to Roche’s ocrelizumab with a shorter
infusion time and higher ADCC activity. In addition, the company continues to move its
checkpoint programs forward, with a PD-L1 inhibitor expected to be in the clinic by 1H17
and a GITR agonist in the clinic by 2H17. Interestingly, the Fc region of the PD-L1 agent is
glycoengineered to enhance ADCC activity, which the company speculates could add
another mechanism of action in addition to the checkpoint blockade axis, as compared to
what the standard PD-L1 agent (e.g., atezolizumab) does.
 Upcoming ASH presentation. The company is likely to present data at the upcoming
American Society of Hematology (ASH) meeting from studies evaluating the combination
of TG-1101+TGR-1202+bendamustine in NHL as well as TG-1101+TGR-1202+ibrutinib in refractory/relapsed CLL/NHL.

Fuera otros 9k cromos de 7,50 en 7,69.

Ya solo llevo 25k cromos a 6,96. 

Hago liquidez con el IBB en casi 300 y a falta de 2 sesiones para el report financiero y en una sesion verde con un volumen mierdoso ... y es Viernes.

Si el dia del report sueltan los datos de fase 3 estare arriesgando menos carga.

Intención de recomprar a lo bruto el dia despues del report o al dia siguiente a ese ( todo depende del tipo de accion del precio ), porque se acabaron las piedras en el camino y cuento con que empiece un nuevo impulso al calenton de la inminente fase 3. 

NVAX

NVAX
En el tema de la fase 3 todo puede pasar, pero había un post hoy de una nueva oferta de empleo. Sinceramente, no creo que a estas alturas sigan publicando ofertas de empleo, si no tienen la seguridad de que esta será positiva. Porque estoy convencido que la noticia la darán cuando quieran, pero que la compañía ya sabe como es la fase tres, eso lo doy por descontado.

la FDA les ha repetido el examen del año pasado pero habiendoles quitado las preguntas dificiles ....

NVAX

HZNP como cierre en semanal por encima de 19,99 telita ....