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jorobar, las Citi en el PM a 3,15. El fin de semana pasado las estuve mirando para entrar si llegaban a la zona de 3-3.10... pero visto el percal mejor esperarlas más abajo...

PD: En principio para más seguridad las esperaré en la zona del 2,70
 
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Burney, gracias por las graficas.

CITI... ha puesto precio a su ampliación, 3.15USD... de ahí el PM.... conociendo a las MMs usanianas... seguro que la tumban a menos de 3.00USD.
 
Comentario sobre DPTR:



Delta Petroleum (DPTR) is probably misnamed. The company's natural gas reserves totaled more than 825 billion cubic feet at the end of 2008, while its crude oil reserves totaled just 9.5 million barrels.

The company ran into problems earlier this year when it reported a dry hole in the Columbia River Basin. That fiasco cost the company more than $50 million that it could not afford. Delta's credit line also took a hit, dropping from $225 million to $185 million. At the end of November, Delta announced that it would seek strategic alternatives, including selling the company. The initial reaction to the news drove the shares down to a new 52-week low of $0.73 just a week ago.

In a sort of delayed reaction to Exxon Mobil's (XOM) agreement to acquire XTO Energy (XTO), Delta's shares began recovering on Tuesday and have been rising ever since. Shares are up again this morning to $1.28, a jump of more than 20% from this morning's open.

Delta's primary holdings are in the Piceance Basin of western Colorado which has been particularly hard hit by the low price of natural gas. Rocky Mountain natural gas trades at a discount to the already low Henry Hub spot price that has been hovering around $5/thousand cubic feet. Rocky Mountain natural gas has been selling for around $3/thousand cubic feet.

There's still another problem. Delta's natural gas reserves are mostly proved, but undeveloped. A buyer, or strategic partner, would most likely have to put up a significant amount of cash to monetize the gas.

At today's market cap of about $365 million, a buyer would be paying less than $0.50/thousand cubic feet of gas. The catch is that development costs could exceed the current selling price of the gas.

So, while it looks like Delta shareholders might be in a good position to see some return on their investment if the company is sold, their optimism might be misplaced. The Exxon purchase of XTO has roiled the waters in the natural gas marketplace, and things won't clear up for a while yet.
 
Noticia fresca de Ariad (parece buena...)




ARIAD Announces Full Enrollment in Phase 3 Succeed Trial Evaluating Ridaforolimus in Patients with Metastatic Sarcomas


CAMBRIDGE, Mass.--(BUSINESS WIRE)--ARIAD Pharmaceuticals, Inc. (NASDAQ: ARIA) today announced the completion of patient enrollment in its pivotal, Phase 3 clinical trial of oral ridaforolimus, its investigational mTOR inhibitor, in patients with metastatic soft-tissue and bone sarcomas. The Company believes that this international study is the largest clinical trial to be conducted in patients with sarcomas. It was initiated in September, 2007 and took just over two years to fully accrue.

“We are extremely proud of this accomplishment,” stated Harvey J. Berger, M.D., chairman and chief executive officer of ARIAD. “Achieving full patient enrollment in the SUCCEED clinical trial was a major global undertaking, and our many R&D groups deserve tremendous recognition for their work. We are very pleased to have achieved this milestone in the timeframe that we established at the outset and now look forward to completing the trial and reporting data from the study next year.”

The SUCCEED (Sarcoma Multi-Center Clinical Evaluation of the Efficacy of Ridaforolimus) trial is a randomized, double-blind, placebo-controlled Phase 3 study of oral ridaforolimus in patients with metastatic sarcoma who have benefited from prior chemotherapy. The primary endpoint of the trial is pogre-free survival (PFS).

The trial is designed to assess approximately 650 patients who are randomized (1:1) to oral ridaforolimus or placebo at approximately 145 sites in nearly 25 countries. The trial is 90 percent powered to detect a 33 percent increase in median pogre-free survival (corresponding to a hazard ratio of 0.75) comparing the ridaforolimus arm with the placebo arm.

In September, the independent Data Monitoring Committee (DMC) of the SUCCEED trial completed the first interim efficacy analysis as specified by the study protocol and recommended that the trial continue to full patient enrollment and completion. The DMC made this recommendation after reviewing the pre-specified statistical analyses and available data on the safety and efficacy of oral ridaforolimus. A second interim efficacy analysis is expected at approximately the end of the first quarter of 2010 based upon approximately two-thirds of the total number of pogre-free survival events anticipated in the trial. Final data analysis from the SUCCEED trial is expected in the second half of 2010.

ARIAD has a Special Protocol Assessment (SPA) with the U.S. Food and Drug Administration for the SUCCEED trial. The European Medicines Agency has provided protocol advice regarding the trial design as part of its Protocol Assistance program.

ARIAD and its partner, Merck & Co., Inc., have a global collaboration to jointly develop and commercialize ridaforolimus in oncology.

About Sarcoma

Sarcomas are a group of aggressive cancers of connective tissue of the body for which there are currently limited treatment options. Sarcomas can arise anywhere in the body and are divided into two main groups – bone tumors and soft-tissue sarcomas. They are further subdivided based on the type of cell or tissue which the tumor resembles. In 2009, the American Cancer Society estimates that approximately 10,600 new cases of soft-tissue sarcomas will be diagnosed in the United States, and more than 3,800 Americans will die of the disease. In addition, approximately 2,600 new cases of bone sarcomas will be diagnosed and nearly 1,500 deaths are estimated. There has been no new approved therapy in the U.S. for patients with soft-tissue or bone sarcomas in more than 20 years.

About Ridaforolimus

Ridaforolimus is a targeted and potent small-molecule inhibitor of the protein mTOR that acts as a central regulator of protein synthesis, cell proliferation, cell cycle pogre and cell survival. ARIAD is collaborating with Merck & Co., Inc. to globally develop and commercialize ridaforolimus. In addition to the SUCCEED trial, several Phase 2 and Phase 1 clinical trials of ridaforolimus, both alone and in combination with targeted therapies, are ongoing.

Ridaforolimus has been designated both as a fast-track and orphan drug product by the U.S. Food and Drug Administration (FDA) and as an orphan drug by the European Medicines Agency (EMEA) for the treatment of soft-tissue and bone sarcomas. ARIAD and Merck are pursuing this indication as the initial registration path for ridaforolimus.

About ARIAD

ARIAD’s vision is to transform the lives of cancer patients with breakthrough medicines. The Company’s mission is to discover, develop and commercialize small-molecule drugs to treat cancer in patients with the greatest and most urgent unmet medical need – aggressive cancers where current therapies are inadequate. ARIAD’s lead product candidate, ridaforolimus, is an investigational mTOR inhibitor in Phase 3 clinical development in patients with advanced sarcomas and is being developed in collaboration with Merck & Co., Inc. ARIAD’s second product candidate, AP24534, is an investigational multi-targeted kinase inhibitor in Phase 1 clinical development in patients with hematological cancers. ARIAD has an exclusive license to pioneering technology and patents related to certain NF-κB cell-signaling activity, which may be useful in treating certain diseases. For additional information about the Company, please visit .

This press release contains “forward-looking statements” including, but not limited to, statements relating to the anticipation of the pending second interim and final analyses in the study, clinical data from the SUCCEED trial and the potential clinical opportunities of ridaforolimus. Forward-looking statements are based on management's expectations and are subject to certain factors, risks and uncertainties that may cause actual results, outcome of events, timing and performance to differ materially from those expressed or implied by such statements. These risks and uncertainties include, but are not limited to, clinical data that may not be replicated in later-stage clinical studies, the costs associated with our research, development, manufacturing and other activities, the conduct, timing and results of pre-clinical and clinical studies of our product candidates, the adequacy of our capital resources and the availability of additional funding, and other factors detailed in the Company's public filings with the U.S. Securities and Exchange Commission. The information contained in this press release is believed to be current as of the date of original issue. The Company does not intend to update any of the forward-looking statements after the date of this document to conform these statements to actual results or to changes in the Company's expectations, except as required by law.
 
Hoy hay novedades... pero nada claro... hasta el año que viene -junio-2010- no hay datos... pero seguro que hoy subimos!

 
La reacción al dato de paro de hoy será alcista.

Que lo sepan.

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Burney, gracias por las graficas.

CITI... ha puesto precio a su ampliación, 3.15USD... de ahí el PM.... conociendo a las MMs usanianas... seguro que la tumban a menos de 3.00USD.

Volverán los -25% miticos de marzo-abril? CITI...

tengo un PS en 2,80 y un soporte fuerte en 2,65-2,70. Creo que voy a intentar entrar con poca cosa en la zona del 2,80 buscando un rebotillo hasta por los menos los 3 USD...

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Como no despeguemos hoy con la noticia en ARIAd,,,, estamos bien jod......

Es de esperar que la tiren al principio para intradiar... habrá que esperar al PM.
 
ahi va gráfico de las DPTR

en principio las vendí para intentar recomprar en 1,10-1,15... pero aguantaron muy fuerte...

si no llega pues a volver a entrar si supera el 1,40 (si es que no abre ya por encima...)



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Voy a ver si me entran unos largos al botas para soltarlos a final de dia y ganar unos centimillos
 
Paro semanal:

Peticiones de subsidio semanales 480.000 cuando se esperaban 465.000

Ahora es cuando dan el dato por bueno, porque no subirán tipos... o no, vaya usted a saber!
 
Peticiones de subsidio semanales 480.000 cuando se esperaban 465.000

Dato peor de lo esperado, ahora falta ver la reacción

Edito. Veo que andábamos todos esperando .-)
 
Toca wano ... hay que hacer caja... con los cortos... esto es así!!!!

CITI... por el buen camino en PM.... y ARIAd... de momento no despierta interes en el PM.
 
Toca wano ... hay que hacer caja... con los cortos... esto es así!!!!

CITI... por el buen camino en PM.... y ARIAd... de momento no despierta interes en el PM.

Se está deshaciendo carry-trade con el dollar, vuelven a casa por navidad 🙂 así que renta variable, euro, oro, materias primas, todo baja...

Ariad firmo con que se mantenga, este tipo de cambio nos va de miedo...

Saludos...

PD: De todas formas mañana hay vencimientos, y nos pueden llevar justo por el camino contrario al que al final sea...
 
Desde luego hoy no acierto ni el dia que es.

Hoy tenemos que acabar subiendo y este dato era uno de los más importantes del día, aunque en el Stoxx tampoco hemos bajado mucho. Hay otro a las 16:00 que también es importante, ya veremos.

Además de eso el entorno técnico está dando muchas divergencias alcistas.

De todas formas ya paso de hacer más predicciones para hoy, que ocurra lo que tenga que ocurrir, al fin y al cabo hoy estoy fuera del mercado porque no me fiaba mucho de como iban las cosas.
 
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