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Farmas USA

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Farmas USA
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Farmas USA
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#122033

Re: Farmas USA
anaramos
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

«Después de nada, o después de todo/ supe que todo no era más que nada.»

#122034

Re: Farmas USA
anaramos
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.

«Después de nada, o después de todo/ supe que todo no era más que nada.»

#122040

Re: Farmas USA
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?? 
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