Aike schreef op 8 oktober 2014 21:14:
Graag wil ik de aandacht vestigen op Achillion Pharmacueticals (ACHN) deze staat op uitbreken na nieuws van vandaag. Aandeel is vandaag gestaag aan het stijgen, maar echte uitbraak is er nog niet.
Indien iemand wil instappen nu doen.
Het is een speculatief biotech fonds, dat mogenlijk gaat aankondigen dat zij een 100% cure rate hebben voor een coctail gemaakt door Achillion en Gilead.
En even een copy paste erbij:
Here's the entire story from Streetinsider ...
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FBR Capital Comments on Achillion (ACHN) Amid Surprise Late-Breaker at AASLD
FBR Capital analyst Andrew Berens weighed in on Achillion Pharmaceuticals (NASDAQ: ACHN) following the suprise late-breaker at AASLD shows 100% cure rate for the Achillion/Gilead cocktail.
Berens said, "Today, the AASLD announced late breaker abstracts, which are considered noteworthy presentations that are given allotted space after the original submission timelines. Achillion will present results from a combination of its NS5A inhibitor, ACH-3102, with Gilead’s Sovaldi (a nuc). These data are important for several reasons: 1) they pave the way for Achillion’s NS5A/nuc cocktail 2) they increase the likelihood of a company like Gilead acquiring Achillion, as this NS5a inhibitor is generally considered to be best in class. ACHN had previously disclosed 100% SVR4 rates for 12 patients in August, and management were unsure whether this data would be submitted in time to be included at AASLD. Information from the abstract released this morning indicates that 100% of patients dosed for eight weeks remained
‘cured’ eight weeks following treatment (SVR8). The company will present SVR12 (definitive cure) data at the meeting, and continues to dose a six-week treatment duration arm in the ongoing trial. We view this data as incrementally positive, as it shows ACHN’s NS5A appears to have potent activity when used in combination with a nuc backbone. This is important ahead of phase I proof-of-concept data for Achillion’s main value driver, the nucleotide polymerase inhibitor (nuc) ACH-3422, due in late fall 2014. This data adds incrementally to the thesis that ACHN may have a formidable, potentially best-in-class NS5A/nuc combination, making it an ideal takeout candidate for larger HCV players including AbbVie, Bristol-Myers, J&J, Roche, and Gilead."
Let op Speculatief! Vingers aan de knoppen.
Maar ik verwacht een gestage stijging op dit nieuws, hopelijk een flinke uitbraak of overname.
Groet
Aike