Farmas USA (15255/16989)

#122033

Re: Farmas USA

01/05/20 06:35

MRNA

Moderna's (NASDAQ:MRNA) experimental vaccine, mRNA-1273, is currently being tested in early-stage trial by the U.S. National Institutes of Health, with mid-stage trials set for Q2.
The 10-year collaboration agreement will see the companies produce up to a billion vaccine doses per year at Lonza U.S. (OTCPK:LZAGY), and would cover additional products in the future.
In April, Moderna scored $483M in U.S. federal funding to accelerate development of mRNA-1273

https://seekingalpha.com/news/3567452-vaccine-leader-signs-deal-for-1b-doses?ifp=0&source=email_wsb&utm_medium=email&utm_source=seeking_alpha&mail_subject=wall-street-breakfast-sell-in-may&utm_campaign=nl-wall-street-breakfast&utm_content=link-27

#122034

Re: Farmas USA

anaramos

01/05/20 06:39

GILD

beats by $0.12; GAAP EPS of $1.22 misses by $0.03.
Revenue of $5.55B (+5.1% Y/Y) beats by $110M.
Gilead Sciences (NASDAQ:GILD) Q1 results:
Revenues: $5,548M (+5.1%); product sales: $5,467M (+5.1%); HIV: $4,134M (+14.3%).
$200M in sales resulted from customer inventory builds to satisfy 90-day prescriptions during the pandemic, expected to reverse in the coming quarters.
Top sellers: Biktarvy: $1,693M (+113.5%); Genvoya: $824M (-18.8%); Truvada: $406M (-33.0%); Odefsey: $409M (+3.0%); Descovy: $458M (+33.9%); Yescarta: $140M (+45.8%).
Net income: $1,551M (-21.5%); non-GAAP net income: $2,139M (flat); EPS: $1.22 (-20.8%); non-GAAP EPS: $1.68 (+0.6%).
140K courses of remdesivir will be manufactured by the end of May, more than 1M by year-end.
2020 guidance: Pandemic disruptions expected to negatively impact operations, but the specifics are uncertain at present.

Gilead's (NASDAQ:GILD) Q1 results were unsurprisingly overshadowed by discussions on remdesivir, Barclays analyst Carter Gould writes in a note to clients.
Disclosures of up to $1B in remdesivir spend this year and the lack of any meaningful color on its economics will likely weigh on shares near term.
Importantly, donating 1.5M doses also delays any clarity on pricing strategy for at least the next month.
GILD is appropriately reading the room. But the market "has priced in such an optimistic view of remdesivir’s commercial potential that we suspect the near-term uncertainty will weigh on shares notably."
Upcoming data from the NIAID and SIMPLE studies over the next few weeks should provide further characterization of remdesivir’s profile.
Retains Sell rating. Price target of $67 from $62 implies 24% downside.
Shares are -3.5% on light premarket volume.

https://seekingalpha.com/news/3567471-gilead-after-data-come-commercial-realities?ifp=0&source=email_wsb&utm_medium=email&utm_source=seeking_alpha&mail_subject=wall-street-breakfast-sell-in-may&utm_campaign=nl-wall-street-breakfast&utm_content=link-30

#122035

Re: Farmas USA

framus_morrigan

01/05/20 07:01

estoy viendo los futuros …
,,, de mantenerse un cierre semanal por los 280ynomuchos … huele a shooting star en semanal para SPY ...
precaución al volante …

#122036

Re: Farmas USA

framus_morrigan

01/05/20 09:21

Bueno, pues ahora que si que breakdown de la cuña … ese gap por arriba no se yo si lo va a dejar tal cual, me extrañaría ... si lo cierra aprovechara tb para hacer re-test del soporte de cuña … se vera la próxima semana
SPY

#122037

Re: Farmas USA

framus_morrigan

01/05/20 10:56

No se han hecho esperar ...
AKCA -13%
RDUS -10%
NVAX -9%
etc ...

#122038

Re: Farmas USA

framus_morrigan

01/05/20 11:56

Juguemos al "what if … "

SPY
con este posible planteamiento de HCH se cerraría el gap de arriba antes de continuar camino ...
los veremos en unos días …

#122039

Re: Farmas USA

framus_morrigan

01/05/20 15:43

SPY semanal, shooting star en el ultimo retroceso fibo del rebote … HASTA AHORA TODO ESTO SOLO ERA GATO MUERTOOOOO!!!! >_<
no tiene porque caer en picado la próxima semana … podría redondear el techo ...

XBI Le tiro fibos de correccion

#122040

Re: Farmas USA

02/05/20 05:18

Buenos días a todos. Maravilloso día de paseo, se necesitaba...
A que te refieres con redondear el techo?
A cerrar el Gap del gráfico anterior, testeando de nuevo la Mm200, antes de enfilar la bajada??