Farmas USA

 $ESPR Announces Agreement with Otsuka Pharma for Development and Commercialization of NEXLETOL and NEXLIZET Tablets in Japan. 
$60M upfront

EXEL (+20%)  BMY

Bristol Myers Squibb and Exelixis Announce Positive Topline Results from Pivotal Phase 3 CheckMate -9ER Trial Evaluating Opdivo® (nivolumab) in Combination with CABOMETYX® (cabozantinib) in Previously Untreated Advanced Renal Cell Carcinoma

https://ir.exelixis.com/news-releases/news-release-details/bristol-myers-squibb-and-exelixis-announce-positive-topline

  

  On Thursday, April 16, STAT put up an article by Adam Feuerstein and Matthew Herper
-  These details weren't officially from GILD via press release ..
--  I'm inclined to trust the source here even if that video isn't available, but I am not inclined to believe the numbers offer proof of efficacy for remdesivir.
--  Lastly, anyone shorting GILD is exposed to readouts from other remdesivir studies, not just the US severe COVID-19 study.
 -- I think that data from the Chinese mild/moderate study won't show anything as too few patients
--  What is going on with the Chinese trials? 

Summary

An "early peek" at data from GILD's US/international study of remdesivir in COVID-19 has the market excited, GILD is trading up.I don't think the numbers are exciting. 
-We need to wait for results from these trials.Chinese studies of remdesivir have stalled and the mild/moderate COVID-19 study of remdesivir may not have enrolled many patients at all. 

 https://seekingalpha.com/article/4338489-gilead-new-remdesivir-data-set-up-potential-short-trade 

Pues lo que dije yo el viernes. ¿La shortamos todos?

GILD

Nvax

Jode con esta...

Bueno a mi cuanto mas arriba vaya mejor. Ya casi duplico los 4K€.En 23 exactamente. Asik no me voy a quejar. Este año esta me ha dado bastante de lo que me quito. No todo pq eso era demasiado pero un buen cacho si.
Que os parece, macrodilucion pronto?
Patapum con buenos resultados de vacuna covid  hasta esa zona de 40, antiguas 2$?

BCRX

Joer como pega fuerte, la pájara...
Yo me he acojonado y la he soltado a 3,50$...
Suerte a los que sigais en el valor...

Saludos

P.D. Mantengo AGEN, IMGN y MRKR, las 3 aún en pérdidas tras el último ostión, pero recuperando a buen ritmo....

Si hay una power hour intensa y vuelve a los niveles del principio me voy fuera.

Fuera a 25,25$ 4,200€ de plus. Bienvenidos.