b*****p
发帖数: 9649 | 1 by http://www.guancha.cn/xiaopengcai
星期五传出来Ariad Pharmaceuticals($ARIA)公司内部董事会开始内斗。目前这家公司
的最大股东是萨瑞莎资本公司（Sarissa Capital）拥有6.9%的股份。自从这家维权对
冲基金公司（Activist Hedge Fund）入主这家公司，市场上就开始有心理准备这场即
将到来震荡。萨瑞莎资本公司的创始人叫Alex Denner，今年45岁，是真正的高富帅啊
。这人麻省理工大学本科毕业，耶鲁大学生物医学工程专业博士，博士毕业后在华尔街
摩根斯坦利（Morgan Stanley）和维京全球投资公司（Viking Global Investors）做
医药和生物科技基金经理，后来拜入卡尔·伊卡恩（Carl Icahn）门下统管医药和生物
科技对冲基金，成为卡尔·伊卡恩门生。这人非常内行专业，很懂得分析生物医药公司
的内在价值并把这种价值体现在商业价值上。2012年羽翼丰满脱离卡尔集团自创萨瑞莎
对冲基金公司。
我在前面2月8日文章“大鱼吃小鱼，小鱼吃虾米”中有提到卡尔·伊卡恩是一个传奇投
资... 阅读全帖 |
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m******i
发帖数: 9479 | 4 The medicine combines the appetite
suppressant phentermine with topiramate, an antiseizure and migraine drug. |
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T*********s
发帖数: 17839 | 6 Merriman Curhan Ford Group, Inc. (NASDAQ: MERR) was a co-manager in VIVUS,
Inc.'s (NASDAQ: VVUS) $108.7 million public offering of 10.4 million shares
(including overallotment) of common stock. The transaction closed yesterday.
108.7/10.4=10.452 |
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p***o
发帖数: 714 | 8 Unlike U.S. Food and Drug Administration drug approvals, which are more
precisely timed, the release dates for data from clinical trials is bit
fuzzier, so the timelines here are culled from company guidance when
possible.
The working list of clinical trials expected to complete in 2009 is fairly
long, so expect more information on clinical trials to watch in the coming
weeks.
Company: GTx(GTXI)
Drug/indication: Acapodene for precancerous prostate lesions (high-grade PIN)
Clinical trial event: p... 阅读全帖 |
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h***e
发帖数: 7320 | 10 我们开个主题，肥猪和哈密我每天更新，希望大家能找到好匹克
如果大家发现新的event, 也请及时跟帖update，非常感谢 :)
Event Thread 不是推荐股票，欢迎讨论。
先给大家总结10月份的，以后每月开一贴哈
====================================
发信人: justsing (飞天的猪), 信区: pennystock
标 题: Re: 【Biotech Event Thread】
发信站: BBS 未名空间站 (Thu Oct 15 22:23:05 2009, 美东)
potentially stock-moving biotech events for October:
Oct. 5-6
JMP Securities Healthcare Focus conference
Oct. 7-8
Cowen & Co. 12 th Annual Therapeutics Conference
Oct. 8
FDA approval decision date for Spectrum Pharmaceuticals'(SPPI Quo... 阅读全帖 |
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y*****l
发帖数: 5997 | 11 http://stockcharts.com/scripts/php/candleglance.php?CHTP,ARNA,BIOD,VVUS,BVX,STAA|B|E12,26,9
从图上看，两个减肥药ARNA，VVUS和糖尿病BIOD今天都涨得不错; 低血压CHTP今天下跌
，原因是今天她的帕金森药被FDA通知进一步研究; 两个医疗器械中VVUS图形在底部刚
刚好，BVX还是下跌。欢迎大家补充，老牛和大胖给点药物分析。
12月所有药物FDA：
http://stockcharts.com/scripts/php/candleglance.php?CHTP,CEPH,ARNA,AUXL,BIOD,NVS,NVO,SHPGY,VVUS|B|E12,26,9
Adam的Biotech Calendar:
Chelsea Therapeutics(CHTP Quote)
Drug/indication: Droxidopa for neurogenic orthostatic hypotension
Outcome of FDA meeting to discuss changing pr... 阅读全帖 |
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w*******1
发帖数: 1075 | 12
orex 跳水了，新闻UPDATE 2-Orexigen revises obesity drug data; shares fall
Tue Apr 13, 2010 11:48am EDT
Stocks
Orexigen Therapeutics, Inc.
OREX.O
$5.06
-0.67-11.69%
11:02am CDT
Vivus Inc
VVUS.O
$8.82
+0.11+1.26%
11:01am CDT
Arena Pharmaceuticals Inc
ARNA.O
$3.10
-0.05-1.59%
10:37am CDT
* Fewer patients lost key weight amounts than reported
* Says primary and secondary trial goals still met
* Shares fall 10 percent in midday trading. |
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h*****8
发帖数: 4754 | 13 根据今天的收盘价，它们给的TARGET的涨幅
OREX>ARNA>VVUS
Davenport & Co. Starts Three in the Obesity Therapeutics Sector (ARNA, OREX,
VVUS)
May 7, 2010 10:07 AM EDT
Davenport & Co. starts three Obesity Therapeutics companies today:
* Arena Pharmaceuticals (Nasdaq: ARNA) with a Buy rating and price
target range of $5 - $6. The firm cites confidence in Lorcaserin weight
management agent, whose phase III have achieved solid results. The NDA filed
with the U.S. SEC was accepted, and they expected review in Q310.
S... 阅读全帖 |
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m*z
发帖数: 2356 | 14 Dearborn Bancorp, Inc. (NASDAQ:DEAR) shares traded 25% lower in today’s
after hours session on volume of 33,915 shares traded.
Brunswick Corporation (NYSE:BC) shares traded 9.83% lower in today’s after
hours session on volume of 38,331 shares traded.
KB Home (NYSE:KBH) shares traded 8.19% lower in today’s after hours session
on volume of 57,740 shares traded.
AnnTaylor Stores Corp. (NYSE:ANN) shares traded 7.13% lower in today’s
after hours session on volume of 14,277 shares traded.
Key Energy S... 阅读全帖 |
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w***y
发帖数: 2537 | 15 【 以下文字转载自 Stock 讨论区 】
发信人: ll111 (Stealth), 信区: Stock
标 题: Events and ER for week August 2-6
发信站: BBS 未名空间站 (Sun Aug 1 22:47:17 2010, 美东)
Monday, Aug. 2
10 a.m.: ISM Manufacturing index on business activity in July, released by
the Institute for Supply Management.
10:15 a.m. Federal Reserve Chairman Ben Bernanke speaking on "challenges for
the economy and state governments."
4 p.m. Treasury Secretary Timothy Geithner speaking on the next steps for
financial reform.
Tuesday, Aug. 3
8:30 a.m.: P... 阅读全帖 |
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f**********g
发帖数: 2252 | 16 3rd UPDATE: Abbott Halts Meridia Sales In US, Canada, Australia
Friday 10/08/2010 1:35 PM ET - Dow Jones News
Related Companies
Symbol Last %Chg
ABT 52.80 -0.02%
ARNA 1.82 3.43%
GSK 41.34 -0.24%
OREX 6.32 1.77%
RHHBY 35.24 -2.11%
As of 10:11 AM ET 10/12/10
(Adds detail, background.)
By Jennifer Corbett Dooren
Of DOW JONES NEWSWIRES
WASHINGTON (Dow Jones)--Abbott Laboratories (ABT) said Friday it was pulling
Meridia off the U.S., Canadian and Australian markets at the request of
health regulators... 阅读全帖 |
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f**********g
发帖数: 2252 | 17 Vivus Raised To Buy From Underperform By BofA-Merrill Lynch >VVUS |
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v**********m
发帖数: 5516 | 18 You guys now are able to listen to these web-castings now. Enjoy it!
http://jpmorgan.metameetings.com/webcasts/healthcare11/ondemand
individual Company Presentations
A
Abbott
Abiomed Inc. (available to Feb. 5)
Ablynx N.V.
Accretive Health Inc.
Accuray Inc.
Acorda Therapeutics, Inc. (available to Feb. 11)
Actelion Ltd
Aetna Inc. (available to Feb. 8)
Affymetrix Inc.
Agilent Technologies Inc.
Albany Molecular Research Inc.
Alere Inc (available to Feb. 11)
Alexion Pharmaceuticals, Inc. (not availab... 阅读全帖 |
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v**********m
发帖数: 5516 | 19 You guys now are able to listen to these web-castings now. Enjoy it!
http://jpmorgan.metameetings.com/webcasts/healthcare11/ondemand
individual Company Presentations
A
Abbott
Abiomed Inc. (available to Feb. 5)
Ablynx N.V.
Accretive Health Inc.
Accuray Inc.
Acorda Therapeutics, Inc. (available to Feb. 11)
Actelion Ltd
Aetna Inc. (available to Feb. 8)
Affymetrix Inc.
Agilent Technologies Inc.
Albany Molecular Research Inc.
Alere Inc (available to Feb. 11)
Alexion Pharmaceuticals, Inc. (not availab... 阅读全帖 |
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v**********m
发帖数: 5516 | 20 Arna pump新文。
http://seekingalpha.com/article/292994-is-arena-s-lorcaserin-on
Is Arena's Lorcaserin On Track For Approval In 2012?
28 comments | by: KLLJ Investments September 12, 2011 | about: ARNA
Arena Pharmaceuticals (ARNA) investors have had a tough road over the last
12 months since a negative vote by an Advisory Committee called to review
Arena’s lead drug candidate for the treatment of obesity – lorcaserin. The
stock was trading close to $7.00 a year ago heading into that fateful
Advis... 阅读全帖 |
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y****o
发帖数: 329 | 22 医药里面的股，我只炒过sppi.确实没注意过减肥方面的。我是搞pharmaceutical的，
但是我自己都不炒这些股，因为觉得太多都是luck了。
我仔细看了文章，减肥药里面就三家，Vivus’ (VVUS) qnexa, Orexigen’s (OREX)
contrave and Arena’s (ARNA) lorcaserin。 前面被否的那两家，都不是新药，是把
已经有的药combine起来。只有这个arna的药，是novel target到蛋白质的receptor上
的新药。
看了FDA之前对他们rat的data的疑问，觉得很正常。因为现在是脑子里面的target,研
究脑子的pk数据，都是用plasma数据估算的。而且还有问题，就是肿瘤模型很复杂，就
算control rat里面，各种肿瘤模型也很复杂。这些确实都是问题，因为FDA审批的时候
，特别按部就班，他们很不容易接受regulation方面新的挑战。
但我现在是觉得这个药还是比较promising的。至少好像efficacy和toxicity都没问题
。我会hold到resubmission.如果这个他们能被接受... 阅读全帖 |
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d******8
发帖数: 1972 | 23 http://www.thestreet.com/story/11351242/1/10-biotech-stock-pred
BOSTON (TheStreet) -- Ten biotech predictions for 2012:
1. The Amgen(AMGN_) strategy of returning cash to shareholders in form of
share buybacks, Dutch tender offers and dividends is abandoned in favor of
ramped up acquisitions i.e. Gilead Sciences(GILD_) buying Pharmasset(VRUS_).
Large-cap biotech firms start acting like Big Pharma -- choosing to buy
growth instead of seeking it from internal drug development.
2. After much wrangli... 阅读全帖 |
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D******9
发帖数: 2665 | 24 I do not believe FDA will approve any weight loss drug soon |
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