Farmas USA

OFFTOPIC

para inversores pacientes.

GENERAL ELECTRIC

GE Confirms $11.1 Billion Transportation Merger With Wabtec

https://www.thestreet.com/markets/ge-confirms-11-1-billion-transportation-merger-with-wabtec-14595429?puc=stocktwits&cm_ven=STOCKTWITS&utm_source=dlvr.it&utm_medium=organic&utm_campaign=stocktwits

Grafico MENSUAL , para que veais como las gasta esta bestia 

OFFTOPIC

Alguien la conoce? Estoy pensando pillar unas pocas para largo plazo, a ver si corrige un poco.

https://www.fool.com/earnings/call-transcripts/2018/05/15/mazor-robotics-mzor-q1-2018-earnings-conference-ca.aspx

MZOR

CELG, ARNA

De hace días, sobre CELG y el metabolito y ARNA. Copio un cacho del artículo

the one that is more critical, in my view, is the “ lymphocyte recovery profile”. And here, the identification of the infamous metabolite (CC-112273), with its longer half-life, has probably made things more complicated for Celgene.

From the bigger-picture perspective, let us remember that immunosuppressants, like S1P receptor modulators, modulate the immune system’s response to avoid disease progression, but this comes at the expense of higher risk of infections and malignancies. Sometimes, these are serious and life-threatening.

In this concrete case, life-threatening infections and lymphoma cases were reported with fingolimod clinical trials, and the fingolimod label clearly reflects this risk. Moreover, fingolimod’s safety profile “required [the European Medicines Agency] to recommend a restricted use in multiple sclerosis population”. In other words, Gilenya was approved as a second-line treatment for MS by the European Medicines Agency, with the safety profile playing a key role in this decision, as one would expect.

So, it is in this context that the lymphocyte recovery profile - which is basically the ability to get the lymphocytes back on track in case there is a serious infection - is a very important consideration. And it is here where things may have substantially changed with the discovery (for the public at least) of CC-112273. This is regardless of Celgene’s ability to execute and obtain the approval for ozanimod as per the new timelines.

According to Celgene, “the PK profile of CC-112273 is similar to ozanimod with respect to Tmax, 6 to 10 hours, with a half-life of 10 to 13 days” (Q1 transcript). It may be similar indeed for Tmax, but there is a big difference in a half-life of 19 hours (ozanimod) versus 10-13 days (CC-112273). According to Celgene, CC-112273 accounts for approximately 90% of the activity (Q1 transcript). If the half-life of CC-112273 is 10-13 days, this is in the same ballpark of that of fingolimod, and assuming a 13-day half-life, 90-99% of CC-112273 will be eliminated between 2 and 3 months.

For comparison, etrasimod's (NASDAQ: ARNA) stated half-life is around 30 hours (poster here). After discontinuation, according to Arena, lymphocyte count returns to normal within 7 days. (Arena’s webcast at Needham) See figure below.

Arena’s slide contrasts its own data with data from the Receptos’ publication mentioned above. In the ozanimod case, lymphocyte levels are still 40% below baseline “2 weeks after last dose”. This is perfectly coherent if CC-112273’s half-life is 10-13 days. Two weeks is indeed a bit more than one CC-112273's half-life.

The lymphocyte recovery profile depends on the half-life of the compound, and here ozanimod, with its shorter half-life, offered a significant point for differentiation versus fingolimod. Significant because we are talking about powerful immunosuppressant molecules with complex safety profiles. If a patient develops a serious infection, clinicians are going to want the immune system to recover as soon as possible to fight the infection. The emergence of CC-112273, with its longer half-life, has changed this.

https://seekingalpha.com/article/4173916-2-cents-ozanimod-saga

CELG

Artículo totalmente prescindible que se resume en "Sell Celgene", pero para que sepáis que acaba de salir, por si afecta a la cotización. Por lo pronto, parece que le ha quitado el empuje del pre.

Will 'Public Shaming' Sink Celgene?

https://seekingalpha.com/article/4175733-will-public-shaming-sink-celgene

CELG

Este es el de la debable

BD chief George Golumbeski is the latest top exec to exit Celgene during management overhaul

https://endpts.com/bd-chief-george-golumbeski-is-the-latest-top-exec-to-exit-celgene-during-management-overhaul/

RSI de CELG ya en oversold y precio en estos momentos por debajo de las Bollinger ... 

CELG

Esperemos que ASCO tenga impacto positivo y cambie la tendencia porque nos están dando hasta en el carnet de identidad

saben emplearse a fondo cuando quieren ...

-12% en 6 sesiones ...

velas 1h

CELG