Pharnext

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ancaoli
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Re: Pharnext

Bericht door ancaoli »

And its gone! schreef:
21 mei 2020 09:14
De nieuwe CEO heeft zijn entree niet gemist.
Webcast gisteren was blijkbaar teleurstellend met niks van nieuws, vandaar de koersreactie vandaag.

Ik zal nog even moeten wachten om deze zonder verlies kwijt te raken :roll:
Heb ook hier gebruik gemaakt van de zware daling om wat extra stukjes te kopen (aan 3,34) voor een KT trade. Boven de 4 vliegen ze buiten.
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And its gone!
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Re: Pharnext

Bericht door And its gone! »

Topaandeel! deze week onder de 3€?
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Re: Pharnext

Bericht door And its gone! »

FORBES EDITORS' PICK|120 views|May 28, 2020,04:10pm EDT
The Promise Of A Virus-Fighting Biotech


I write about incisive investing advice.
A lab technician holding a test tube that contains blood...
Photo by Robin Utrecht/SOPA Images/LightRocket via Getty Images SOPA IMAGES/LIGHTROCKET VIA GETTY IMAGES
Biotech is a business full of promise and peril. The promise part is that it can develop miracle breakthroughs that save lives, improve health and make investors rich. Its mission, to use genetics and other wondrous science to develop medicines and procedures to allay life-robbing illnesses, give it a saintly hue.

But then there’s the peril aspect. For all the tales of seemingly magical cures and sudden wealth that surround this health sub-sector, the hard truth is that many biotech firms fail. Trying to find the field’s potential winners is the ongoing challenge of health-care investors.

Which is why a small biotech business called Pharnext (market cap: just $54 million) deserves a look. While the Darwinian capitalistic imperative could well crush this upstart, as it has many others, the company has two advantages: A founder who is a world-renowned genetic pioneer, and a daunting prowess harnessing artificial intelligence.


Typical of biotech players, Pharnext, which began in 2007, has had its struggles. It is deeply unprofitable. It suffered a Food and Drug Administration product turndown. And it plays in the orphan drug arena, which arguably is the chanciest for biotechs.

Orphan drugs are products that treat a population of fewer than 200,000 patients, which ordinarily means there is little profit potential. To make up for that, the law allows a drug creator seven years of exclusive rights, and a shorter, more streamlined regulatory process.

Due to the pandemic, biotech is fertile investor ground nowadays, as its scientists hustle to find a vaccine to protect the uninfected and a treatment to cure the infected. The Nasdaq Biotechnology index is at an all-time high, up 10% in 2020, and climbing 91% from its mid-March low, when the entire stock market was in the dumper.

Among the anti-virus crusaders is Gilead Sciences, a relatively large biotech company ($94 billion market value). This firm has enjoyed a stock lift from hopes that its medicine, remdesivir, can cure COVID-19 patients. FDA approval could take as long as a year, however.

Meanwhile, other such outfits are racing to find drugs that will combat the dread virus that has claimed 100,000 American lives and 356,000 worldwide. The companies range from giants like Sanofi to smaller biotechs on the order of Moderna.

The driving force behind Pharnext’s strategy is its founder, Daniel Cohen, who led the team that mapped the human genome in the 1990s, and now functions as his company’s chief scientist. Cohen’s strategy is audacious and brilliant: The company doesn’t aim to actually produce an anti-COVID drug. It seeks to find a combination of drugs that would thwart the disease, and let someone else manufacture the vaccine. The key is that Pharnext aims to use drugs that already have regulatory approval, which could speed the eventual product to market faster than those of rivals.

That’s where Big Data comes in. The company recently announced that it has successfully used its proprietary AI platform to pinpoint 97 frequently prescribed drugs that could be repurposed to help fight the pandemic virus, such as drugs that treat hypertension. Cohen believes that he can make use of what’s called “pleiotropy,” the ability of a single gene to produce more than one effect. In other words, to make an existing drug do double duty, in concert with others.

Before the pandemic struck, Pharnext was involved in seeking regulatory approval for a drug to treat Charcot-Marie-Tooth (CMT), a nerve degenerative ailment. This effort hit a snag in 2019 when the FDA turned down its CMT drug. That hurt the stock, which had been priced at $28. Shares now change hands at a mere $3.25 each.

But Pharnext has hardly given up on the CMT venture. It is resubmitting its research and test results to the FDA. The regulators “had an issue with the results, so we fixed the data problem,” said David Horn Solomon, a pharma veteran who is the new CEO of Pharnext.

He noted that Biogen had a similar problem last year when it scrubbed an experimental Alzheimer’s disease drug, which apparently failed to halt the mind-debilitating disease. Later, though, Biogen restudied its negative findings and found flawed data that led to a wrong conclusion. So it is making another attempt.

Hiccups like the this and Pharnext’s CMT turndown are common in biotech land. The heartening thing is that the biotech cognoscenti are pushing the boundaries of what’s known. Stem cells, robotic limbs and AIDS treatments are all possible because of these intrepid biotech researchers. Let’s hope that Pharnext can deliver on its quest to banish COVID9 from this earth.
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ancaoli
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Re: Pharnext

Bericht door ancaoli »

Mooie koersreactie; tot + 20%
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ancaoli
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Re: Pharnext

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Zoals aangekondigd; verkocht aan 4,15. Waarschijnlijk te vroeg maar mooie winst in 2 weken. Ik spring later nog wel eens terug op de trein.
Vaste Portefeuille:Gala, Recticel, WRN, Accentis, Global G, Roularta, Argenx, Agfa, Ontex, OCI, Sorrento, Inventiva

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Naz-T
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Re: Pharnext

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Mag van mij nog wat meer stijgen :?

ancaoli
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Re: Pharnext

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ancaoli schreef:
29 mei 2020 14:07
Zoals aangekondigd; verkocht aan 4,15. Waarschijnlijk te vroeg maar mooie winst in 2 weken. Ik spring later nog wel eens terug op de trein.
Later is nu al... Terug ingestapt voor zelfde aantal aan 3,38.
Vaste Portefeuille:Gala, Recticel, WRN, Accentis, Global G, Roularta, Argenx, Agfa, Ontex, OCI, Sorrento, Inventiva

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Re: Pharnext

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ancaoli schreef:
01 jun 2020 10:41
ancaoli schreef:
29 mei 2020 14:07
Zoals aangekondigd; verkocht aan 4,15. Waarschijnlijk te vroeg maar mooie winst in 2 weken. Ik spring later nog wel eens terug op de trein.
Later is nu al... Terug ingestapt voor zelfde aantal aan 3,38.
Dat kooporder van 10.000 @ 3.38 stuks is van jou? :shock: :lol:
GOOGL, BAYN, TNG, ALPHA, IPH, RDSA, IVA, VYGR, HARP, BCYC, YMAB, ZYME, GERN, BNTX, SWTX, BPMC, RCUS, TRIL, SPCE.

ancaoli
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Re: Pharnext

Bericht door ancaoli »

And its gone! schreef:
01 jun 2020 10:49
ancaoli schreef:
01 jun 2020 10:41
ancaoli schreef:
29 mei 2020 14:07
Zoals aangekondigd; verkocht aan 4,15. Waarschijnlijk te vroeg maar mooie winst in 2 weken. Ik spring later nog wel eens terug op de trein.
Later is nu al... Terug ingestapt voor zelfde aantal aan 3,38.
Dat kooporder van 10.000 @ 3.38 stuks is van jou? :shock: :lol:
Wie weet... :roll:
Vaste Portefeuille:Gala, Recticel, WRN, Accentis, Global G, Roularta, Argenx, Agfa, Ontex, OCI, Sorrento, Inventiva

Trillfinger
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Re: Pharnext

Bericht door Trillfinger »

Hoe verklaren jullie die plotse stijging van een week geleden van 20% op 1 dag 3.30 naar 4 en nu stapgewijs terug naar 3,30 ?

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