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Contenidos recomendados por Pervius

Pervius 07/10/15 07:33
Ha respondido al tema Farmas USA
pues vaya chollo de compra no?? una tecnologia ten revolucionaria como matrix-m aunque en ese momento no estuviera probada al 100% , me parece un precio muy barato la verdad
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Pervius 24/07/15 14:21
Ha respondido al tema Farmas USA
de yahoo podra afectar a AMRN???? he Food and Drug Administration says it has approved a first-of-a-kind drug that lowers artery-clogging cholesterol more than older drugs that have been prescribed for decades. The drug from Sanofi and Regeneron Pharmaceuticals Inc. offers an important new option for millions of patients at high risk of heart disease. But questions about the drug's price tag and long-term benefits are certain to escalate debate about the cost of breakthrough drugs and who should take them. Praluent is the first in a new class of biotech medications that use a novel approach to lower bad, or LDL, cholesterol. The drugs are considered the first major advance in treatment since the introduction of statin drugs more than 20 years ago, and analysts expect them to generate billions in sales.
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Pervius 16/06/15 08:11
Ha respondido al tema Pulso de Mercado: Intradía
si jajaja luego nos quejamos ahora qeu la justicia es lenta jajaja solo han tarado 400 años el juzgado de lo social que lo ha despedido jajajajajajjaja
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Pervius 12/06/15 08:25
Ha respondido al tema Farmas USA
o sea es mirar a aque precio se cruzan mas , es decir hay mas volumen, se entiende que los interesados lo llevaran a hi no??
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Pervius 12/02/15 15:33
Ha respondido al tema Threshold Pharmaceuticals, Inc (THLD): Opiniones
creo que va por el precio de warant mu alto es decir pa que lo pones tan alto,por que ir pa na , pos no vamos jajajaj es decir si se cubre la emision quin lo pilla es por que piensa hacer pasta a esos precios y eso el mercado lo ha tomado como positivo, como que se lo creen
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Pervius 17/01/15 15:06
Ha respondido al tema Farmas USA
y mira esto no sabia la diferencia de una fase II EN UNA VACUNA, que no es lo mismo a la hora de valorar , que si fuera para una droga medicamento- NVAX has has consistently highly outstanding results in Phase II's in a market (RSV) worth more than a Billion dollars annually and one in which there is currently no significant competition. Note that for a vaccine with good Phase II's the odds of getting eventual approval are much higher than with drugs. While with drugs, Phase IIIs are mostly about the highly risky establishment of efficacy, with vaccines the Phase II data is far more indicative of efficacy than Phase II's of drugs and they're more about setting the optimal dose. IMHO, RSV results alone would fully justify the current market cap without even taking into account H7N9, MERS, Ebola, Rabies etc. This is especially true given the outstanding results against the highly unusual "gold standard" benchmark of Palivizumab like antibodies.
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Pervius 17/01/15 14:58
Ha respondido al tema Farmas USA
es en repuesta a este articulo opinion Novavax – NVAX (OW, $7 PT) 2015 is shaping up as a news rich year with several key data readouts and the potential initiation of pivotal programs What happened in 2014: In 2014, NVAX shares rose 10% vs. the NBI +30% and +13% for the S&P. NVAX initiated four clinical trials in 2H14, setting the stage for an important 2015 with several data readouts expected. 2015 Outlook & Thesis: We are optimistic about the potential of NVAX’s proprietary recombinant nanoparticle vaccine technology and believe the platform has been validated by clinical data from several programs (RSV and H5N1/H7N9 flu). NVAX is the leader in developing a vaccine to protect against infection from respiratory syncytial virus (RSV), the leading cause of acute respiratory infections in infants/children and what we view as the last major infectious pediatric disease without preventive therapy. Based on safety and immunogenicity data, we see a high probability of success for the RSV program and believe clinical data around mid- 2015 could drive meaningful upside in shares. More specifically, NVAX initiated three clinical trials in 2014 for its RSVF protein vaccine program: 1) a Ph2 trial in pregnant women in their 3rd trimester began in 2H14 with safety/ immunogenicity data of mother & child expected in late 3Q15, 2) a Ph1 trial in pediatrics began in 2H14 with safety/ immunogenicity data expected in 3Q15, 3) a relatively large Ph2 trial in elderly pts (1,600 pts) began in 2H14 with safety/ immunogenicity/efficacy signal data anticipated in 3Q15 (importantly, this Ph2 data could define the design of the Ph3 trial, which could begin as early as YE15 in the N. hemisphere or in 1Q16 in the S. hemisphere). On NVAX's quadrivalent seasonal influenza vaccine program, safety/ immunogenicity Ph2 data is expected towards the end of 1Q15. Additionally, NVAX plans to initiate a Ph1 trial in 1Q15 with safety/ immunogenicity data expected in 2Q15for its combo RSV/influenza product. The co plans to begin a Ph1 trial in 1Q15 for its ebola GP vaccine with matrix-M, with data expected in 2Q15. Key 2015 Catalysts: We expect important clinical data readouts throughout 2015, incl Ph2 data for the RSV vaccine for maternal immunization and the elderly, and Ph1 data for the RSV vaccine in pediatrics in 3Q15. Ph2 data for the quadrivalent seasonal influenza vaccine is expected in 1Q15, and Ph1 data for a RSV+flu combination vaccine and an ebola vaccine are expected in 2Q15. Importantly, Ph3 studies for the RSV vaccine for maternal immunization and the elderly could potentially begin in late 2015. Balance Sheet: NVAX ended 3Q with $190M in cash and no debt. Given this cash position and with BARDA funding NVAX’s influenza programs, we estimate the company has sufficient cash to fund programs into 2016. Valuation and Key Risks: Our YE15 price target of $7 per share is based on a blended average of our proprietary probability-adjusted scenario analysis (50%) and a risk-adjusted NPV model (50%). Risks to our thesis/price target include clinical setbacks (particularly for the RSV program) and competition from other companies looking to develop an RSV vaccine.
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