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Da Société Générale un tris di Callable Equity Protection 100 con premio di richiamo dell’1% mensile e protezione del 100% a scadenza. Per questa emissione SG ha deciso di puntare su un meccanismo detto “Callable”, innovativo per il mondo dei certificati, che prevede che il possibile richiamo anticipato non sia legato ad una determinata barriera, ma possa avvenire in un qualsiasi mese a discrezione dell’emittente. I possibili sottostanti sono Enel (ISIN certificato XS2395029114), ENI (ISIN certificato XS2395029205) e Intesa Sanpaolo (ISIN certificato XS2395029387)
Per continuare a leggere visita il link
Il 31 marzo 2023 da dove lo prendi?https://www.immutep.com/files/content/investor/press-release/2022/IMM-TACTI-002 2nd Line Lung Cancer Data Presented at 2022 WCLC - 01Aug2022.pdf
a questo link i dati che erano stati resi pubblici, con data cut-off 1 luglio 2022, relativi allo studio del quale verranno resi noti i dati finali il 31 Marzo 2023
ELCC 2023 - Conference Calendar - European Lung Cancer Congress 2023Il 31 marzo 2023 da dove lo prendi?
perché sul sito fda danno novembre 2023 fine studio
Combination Study With Soluble LAG-3 Fusion Protein Eftilagimod Alpha (IMP321) and Pembrolizumab in Patients With Previously Untreated Unresectable or Metastatic NSCLC, or Recurrent PD-X Refractory NSCLC or With Recurrent or Metastatic HNSCC - Full Text View - ClinicalTrials.gov
Ah ok,parliamo della fase già completata.TACTI-002 è composto da parte A, B e C
quanto ho indicato riguarda la parte B
https://www.nasdaq.com/market-activity/stocks/immp/short-interestquota meno di 2 anni fa,quando il tred è iniziato e dopo diversi step di avanzamento degli studi.
istituzionali sul titolo pressoché inesistenti o sotto il 10%
short interest ai massimi degli ultimi 12 mesi e raddoppiato negli ultimi. Da dire che era quasi inesistente
su buone news abbiamo una fiammata che rientra nel giro di qualche settimana
cosa c’è che non funziona?
l’unico valido motivo per ”tenerla”,eventualmente, bassa può essere un bo,ma direi che a 200/300 mln di cap con business da bilion,sarebbe già dovuto esserci.
le cose belle sono già state dette,ma le brutte quali potrebbero essere?
oltre a possibili fallimenti dei trial comuni a tutte le bio,quali possibili bad news potrebbero continuare a schiacciarla?
Già, preoccupante il dato shorthttps://www.nasdaq.com/market-activity/stocks/immp/short-interest
Quasi raddoppiato all’ultima lettura. No buono.
ma per chi vuole vedere il bicchiere mezzo pieno ci sarà un possibile squeezone
perfettoper fare un pò di chiarezza circa il 10% , le Adr quotate al Nasdaq sono il 10% del totale delle azioni quotate in ASX, rapporto 1:10, 88mil in Usa e 880 mil in ASX, questo con i volumi di scambio giornalieri Tra Nasdaq e ASX non ha alcuna attinenza e come sempre detto IMMP rimane un titolo sottile e così è!
Per doverosa informazione
"Pfizer, Novartis, Merck Executives Say They Are Hunting for Deals Again
Pharmaceutical executives are ready to make deals.
Executives at Pfizer Inc., PFE 0.61%increase; green up pointing triangle Merck MRK 2.83%increase; green up pointing triangle & Co. and Novartis AG NVS 1.27%increase; green up pointing triangle said they are looking for promising drugs to add to their pipelines and replenish sales as top-selling products lose patent protection in the coming years.
Meanwhile, AbbVie Inc. ABBV 1.19%increase; green up pointing triangle is lifting a self-imposed $2 billion limit on the size of deals it would do to add more products.
The acquisitions could help the companies add new sales to aging lineups and suggest this year could be a busy one for industry dealmaking.
SHARE YOUR THOUGHTS
What might be the effects of deal making in the pharmaceutical industry? Join the conversation below.
“We do have a portfolio of opportunities we are continuing to look at,” said Merck Chief Executive Rob Davis. “When the science and the value align, we will act.”
After several years of heavy deal making, big pharmaceutical companies dialed back acquisitions more recently. They had bought many of the most attractive targets, and those that remained had gotten very expensive.
The $88 billion in total deal value last year, involving 75 biopharma tie-ups of at least $100 million, was the lowest since 2017, Ernst & Young said.
Yet by the end of last year, EY estimated, life-sciences companies had more than $1.4 trillion in cash and other capital they could use for deal making, up 11% from the previous year.
“It is pretty ripe for robust M&A in 2023,” said Subin Baral, EY’s global life sciences deals leader.
Last year closed with an uptick in deal activity. Several large pharmaceutical companies looked at rare-disease drugmaker Horizon Therapeutics PLC, which Amgen Inc. eventually agreed to buy for $27.8 billion.
Behind the deal search is a need for new products. Several big-selling drugs, such as Amgen’s osteoporosis remedies Prolia and Xgeva, are expected to face in coming years lower-priced versions that will cut into sales.
AbbVie CEO Richard GonzalezPHOTO: ZACH GIBSON/BLOOMBERG NEWS
AbbVie’s top-selling drug, an immune therapy called Humira, just started to face lower-priced versions.
The company doesn’t need to make deals, said AbbVie CEO Richard Gonzalez, but has the capacity to make acquisitions if it finds drugs that fit and are of interest.
Lower-priced competitors are expected to cost big drugmakers large chunks of sales. The companies will lose 24% of their global sales, or about $110 billion, between 2023 and 2030 because of the loss of patent exclusivity, JPMorgan Chase & Co. estimated.
“They will need to acquire fresh revenues that they don’t have today,” said Eric Tokat, a partner at Centerview Partners LLC who advises biotech companies on deals. “There is a lot of appetite. People want to do deals, and I think we’ll see deals.”
Big companies this year are likely to seek drugs that can treat heart, neurological and immune diseases that can affect large groups of patients, Mr. Tokat said.
The prospect of antitrust scrutiny as well as macroeconomic conditions such as high interest rates could pose challenges to getting deals done, according to analysts.
Pfizer has set a goal of adding $25 billion in revenue by 2030 from business-development moves including acquisitions. The moves could help the company offset an estimated drop of roughly $17 billion in sales from patent expirations.
The drugmaker is about 40% closer to meeting its goals, Chief Financial Officer David Denton said, partly because of recent acquisitions of sickle-cell-drug maker Global Blood Therapeutics Inc. and the remaining stake in Biohaven Pharmaceutical Holding Co.
For further deal making, Pfizer has $36 billion in cash from sales of Covid-19 vaccines, drugs and other products.
Mr. Denton said Pfizer is now skewing its search toward drugs in early- to midstage testing, because it doesn’t see many biotech companies with the kinds of approved or late-stage therapies for which Pfizer could help add value.
Novartis is focused on potential acquisitions that could fetch biotech companies valued at $5 billion or lower with drugs in early- to midstage development, said CEO Vas Narasimhan.
“If we can make acquisitions there, then we can participate in the upside” of the drugs, he said.
Dr. Narasimhan said Novartis is looking to add to its portfolio of heart, neurological, cancer and immune drugs, or assets that use cutting-edge technologies such as cell and gene therapies and RNA-based therapeutics.
Some of the Swiss drugmaker’s bestselling drugs are expected to lose patent protection and face lower-priced competition later this decade, including heart-failure drug Entresto, which had $4.6 billion in global sales last year.
Merck is facing a potentially major drop in revenue if its top-selling cancer treatment, Keytruda, which totaled roughly $21 billion in global sales last year, loses U.S. patent protection in 2028 as expected.
Merck will be active in deal making in 2023, looking to diversify its business, with a focus in its main areas of cancer, heart, immune and neurological diseases as well as in vaccines, Mr. Davis said.
Write to Jared S. Hopkins at jared.hopkins@wsj.com
Appeared in the February 10, 2023, print edition as 'Pfizer, Novartis, Merck Hunt for Deals'.
Come dici tu giustamente non abbiamo certezze ma io sono ottimista..."
“They will need to acquire fresh revenues that they don’t have today,” said Eric Tokat, a partner at Centerview Partners LLC who advises biotech companies on deals. “There is a lot of appetite. People want to do deals, and I think we’ll see deals.”
Big companies this year are likely to seek drugs that can treat heart, neurological and immune diseases that can affect large groups of patients, Mr. Tokat said"
Questa è la parte più interessante, vi ricordo che Merk con Keytruda da solo non ha superato i trial di fase II mentre con EFTI hanno ottenuto il fast track per un mercato dal valore di circa 15B$. Ovviamente non abbiamo certezze che si realizzerà un deal ma abbiamo ottime chances che avvenga