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Farmas USA

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#128161

Re: Farmas USA

AMRN
Estás utilizando por lo que veo la media de 200 logarítmica. Lo veo porque está más alta que la mía. Sólo en la de 200 se recomienda la simple, escala lineal.
Échale un vistazo al post siguiente.
#128162

Re: Farmas USA

AMRN
Perdimos la alcista, los soportes relevantes. Qué nos queda?
Ayer reaccionó un poco antes de tocar la media de 200 simple y es lo que hay. Que no la pierda, reestructure un poco y se vaya acercando a la bajista cuya ruptura es determinante para poder hacer algo dejando de caer. Si es capaz, recuperar las ahora resistencias azules.
Si pierde la 200 5,5 podría ser el peldaño inferior.
El próximo viernes me expiran paquetes de putts 4 y 5 que vienen arrastradas de la caída del año pasado. Estoy tranquilo más porque no crea que no puede bajar más, sino porque no le da tiempo, se tendría que desplomar literalmente. Sigue teniendo el mayor peso de mi cartera como valor individual, cuando cae lastra demasiado. A ver si reacciona un poco aunque sea. En el rango 6,5 - 7 me iría fenomenal.


#128163

Re: Farmas USA

AMRN

Creo que a tí te sale más alta porque estás con el gráfico semanal. El que he subido es 2 semanas. Dejo semanal de todas formas. Las MM siempre uso las simples....no sé si es lo mejor pero....



#128164

Re: Farmas USA

AMRN
Ah, disculpa entonces. Como no uso apenas el semanal, no me había dado cuenta. 
Alguna cosa miro en semanal, sobre todo si voy a entrar en algo para saber cómo se ha desarrollado a lo largo del tiempo y el semanal me permite ver más atrás temporalmente.
Edito: La media 200 semanal está en 9,9. Será otra media entonces que he confundido con la 200 en tu gráfico.
#128165

Re: Farmas USA

Medias.
También tengo todas simples, me sonaba algo de logarítmico y lo he mirado. Lo que debe ser logarítmico es la escala. Me he liado solo. En IB al desplazar las directrices intradía se me cambian de inclinación. Si la subes más hacia arriba y si la bajas más hacia abajo. Es algo que no me gusta, la quieres desplazar en temporalidades bajas y no se queda rectilínea. Una full.
Edito: Para que no se mueva habrá que poner gráfico lineal, no vas a estar cambiando la escala todo el rato. Se puede hacer para ver el intra rabioso. No para nada más.

#128166

Re: Farmas USA

SRPT semanal

you damn piece of shit
#128167

Re: Farmas USA

SRPT 
Fundamentales. La seguía más antes. Sus últimos resultados de estudios no fueron buenos y hay opciones de que no funcione su terapia génica, lo que sería un problema para el futuro. El precio actual lo sostiene las ventas del par que tienen aprobadas (aunque tienen que confirmar que  de verdad funciona, ya que fue muy cuestionable).

https://www.evaluate.com/vantage/articles/news/trial-results/gene-therapy-trial-fails-rectify-sareptas-sorry-record

Si no corre riesgo de que le retiren la aprobación temporal de sus productos entonces no está cara. Y si como afirma la empresa la terapia génica funciona, está muy barata. Yo no lo tengo nada claro aunque probablemente en estos precios no haya mucho peligro. Eso sí mi grado de confianza es muy bajo y no tengo pensado entrar de momento.
#128168

Re: Farmas USA

NVAX AZN JNJ

Mensaje de red hablando de T cells y por qué es una buena estrategia una dosis adeno más una proteína:

"OK let’s talk T cells, and how you get them. T cells are stimulated by 15 amino acid peptides (optimal but some bigger work well, but 15 is what you want. So two ways to get those. Vaccinate with Pools of peptides that are defined/selected by binding to HLA molecules HLA (class 2). Let’s take HER-2/neu as a target in breast cancer. The old Tapimmune vaccines had five peptides that were selected from the total of all potential 15mer peptides. Those peptides that bound HLA with high affinity for a high percent of the population ( covering all HLA types).

So with a smallish dose of five 15mers there was a peptide or two for everybody. A reasonable formulation of five peptides to make the vaccine. We also added the immunodominant CD8 target (a nine amino acid peptide that binds to HLA class 1). The helpers react to 15ners, the killers recognized the 9 mer class one target (the correct one, not the miss by E75 from Galena/SLS). So that’s one way to get what we want which is helpers reacting to 15mer target peptides. What Marker does is take the cells out of your blood and culture T cells using cytokines and growth factors to vaccinate T cells in a culture system.

But now it’s not a formulated vaccine. So they put in every possible peptide from the target proteins. They have picked five full size proteins (tumor targets) and they make every single 15 mer possible from these targets are 200-300 amino acids long. So for each target to make a peptide for 1-15 and 2-16 and 3-17 and all the way to 285-300. Literally hundreds of potential targets. No matter who you are your target is in there. Usually several good targets in fact, and each good target then grows out as a T cell clone. Grow these clones for weeks to expand them, add growth factors keep them all happy little cultures. Then when you get 10s of millions of T cells you freeze back these little vials of helper cells (and some killers but that is a long story). You give the patient their treatment vials, that are just little in vitro lymph nodes. All done in culture. Advantage is that you get great responses in vitro away from the tumors that release suppressive factors that shut down T cell recruitment. By getting the clones over the hump (fully developed/differentiated) the suppression from the tumor never happens.

So approach 2 is in theory way more potent as every single T cell clone possible (hundreds of peptides) were used in the bottle, not in a formulation of a vaccine. No toxicity even with hundreds of peptides that you will never respond to. Wash the cells before injecting and all those peptides are gone. Just the cells. You could never formulate a vaccine with 300 peptides, so do it in a lab in a bottle.

Now why select all these peptides and make them and formulate them. Use an adeno virus with spike and NP proteins and let the patient pick out the 15 MERS that they want. When a virus delivery system is used the cells infected process the protein (cut it up into targets) and each patient picks out what they like. This is exactly why a prime and boost using adeno virus priming and full size proteins boost is so good. You get the T cell clones picked out ‘naturally’ and then by boosting with full protein/adjuvant you get the big bump in antibody from the second shot.

Happy Saturday everybody, there will be a quiz next week as the prime and boost story is about to explode. Why? What do you do to give a better response for all those JnJ/AZ primed patients. That story is starting to be discussed now that the shine is going off the adeno rose. But ICP and match is coming.

The key is ‘help’. The CD 4 T cell is called a helper. It produces growth factors for both antibodies and for CD8 killer T cells. No help no magnitude of response no memory. In COVID disease it appears that one reason why disease can get out of control is the virus seems to prevent good helper T cells from forming. If you already have memory CD4 you have help and you can therefore make antibodies and support killer cell functions as well. IL-2, IL-12 gamma interferon all made by helper T cells. If a person gets infected with CoViD and T cells are present, they quickly make antibodies to any eoitope like the RBD and you are protected from getting serious disease, but you can get infected. If there are no helpers you get sicker, you make weakass antibodies. It’s all about help and a little bit goes a long way."

https://www.investorvillage.com/smbd.asp?mb=193&mn=121536&pt=msg&mid=21895394
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