Venda do Novo Banco pode representar 8% do M&A na banca europeia este ano

[Eagle Eye]

Pois e, parece-me que o next stop esta nos 9.5, repara no volume estrondoso da ultima hora. Os 8.5 parecem ser o novo suporte (e meu trailing stop se quebrar mais de 15 minutos).
Um abraco, Eagle

[Flying Turtle]

Eagle, pelo que vejo ainda estás dentro

Eu apertei tanto o meu stop que, claro, acabei por sair do jogo. Mas confesso que com alguma pena...

Enfim, se tivesse começado a descer à maluca certamehte teria ficado satisfeito!

Sugiro que, se hoje fechar acima dos 8.50, tenhas em consideração que esse nível corresponde a um novo suporte!

Um abraço e boa sorte
FT

[Eagle Eye]

Vamos a ver se se aguenta acima dos 8.5... o volume esta a aumentar novamente!
Eagle Eye

[u2u]

De facto, o Adam Feuerstein deve ter lido o Caldeirão... eu escrevi primeiro

Abraços


P.S. Depois da Clara Pinto Correia todo o cuidado é pouco

[u2u]

... quem anda nisto da comunicação social há algum tempo, tem algum faro para estas notíciasm, sobretudo quando estamos a falar de tecnologia e biotecnologia. Era preciso uma coincidência fantástica que tivessem descoberto a coisa só mesmo ontem e com todas as certezas de fiabilidade.


Ulisses, em Portugal quase nenhuma empresa cotada em Bolsa sabe utilizar a comunicação, não tem sentido de timing, nem prepara as coisas. A PT talvez tenha um pouquito, a Cofina mais (concordo) e a Impresa como a utiliza de uma forma descarada ninguém leva a sério. De resto, é tudo uma autêntica desgraça. Daquelas que conheço (e não escrevo sobre aspectos de economia empresarial), é quase tudo uma desgraça, tanto mais que apostam muito em agências de comunicação. E eles nunca são bem vistos pelos jornalistas.

Um abraço

u2u

[Eagle Eye]

Olha para o volume, ja fez o volume da semana passada...

[Flying Turtle]

Já subi o meu stop na HGSI duas vezes hoje. Há pouco estive quase a ser stopado, mas entretanto começou a inverter (e o DAX a fazer um percurso quase decalcado). Vamos ver no que dá, o lucro, esse, já é garantido

Um abraço
FT

[Eagle Eye]

Vou fazer como com a AMZN, deixo correr a nao ser que a MM 10min. inverta.
Pelo menos vai ter que ir tocar nos 8.5, eheheheh.
Um abraco, Eagle Eye

[Ulisses Pereira]

U2u,

O especialista do Realmoney em acções biotecnológicas acabou de colocar um post com um comentário igualzinho ao teu:

Adam Feuerstein

HGSI -- what timing!
3/18/03 09:55 AM ET

"Gotta hand it to the PR flacks working for Human Genome Sciences (HGSI-Nasdaq) -- do these guys know how to time the drop of a press release, or what?

Announcing the possibility of a new anthrax vaccine on the very day we're all obsessed with the start of war... you can't buy that kind of exposure! "

(in www.realmoney.com)

O tipo deve andar a ler o caldeirão! lol

Um abraço,
Ulisses

[Ulisses Pereira]

Aqui fica o gráfico que mostra porque fechei a posição na HGSI.

Acção faz o seu mácimo de hoje quase em cima da resistência horizontal mais forte.

Éstá aos níveis mais "sobrecomprados" dos últimos anos.

Acção sobe impulsionada por uma notícia, o que esgota sempre grande parte do seu potencial.

Para quem continua longo, só me resta lembrar-lhes dos "trailing stops".

Já agora, um pequeno comentário sobre estes "gaps gigantes". Quando acontecem a nosso favor, soa-nos quase a um presente ´que caiu do céu. O pior é quando estes "gaps" vão contra nós... parece que o mundo nos vai cair em cima da cabeça...

Um abraço,
Ulisses

[Eagle Eye]

Estou a ver ali qq coisa por volta dos 8.5...
E tendo em conta que o mercado devera consolidar agora um dia ou dois, sera de sair num toque numa resistencia para voltar a apanha-las mais tarde, ou sera so de reforcar no caso de vir a consolidar c/ o mercado.
Eagle

[Ulisses Pereira]

Obrigado FT e ainda bem que te abri uma porta para este fantástico mercado.

Fechei agora a minha posição na HGSI e já vou colocar um gráfico a explicar porquê.

Até já!

Ulisses

[Flying Turtle]

Hehe Ulisses, os teus rabiscos americanos permitiram-me finalmente entrar naquele mercado, coisa que eu ambicionava fazer mas para a qual não tinha disponibilidade de tempo.

Ao fazeres o "scanning" permites-me olhar para 2 ou 3 gráficos, em vez dos tais 250. A partir daí, vejo a tua análise e faço a minha própria. Casos há em que posso até ver as coisas de formas diferentes (por acaso estive tentado a entrar longo na Verisign na quebra dos 7.90/8.00, mas não estava online nessa altura e não tinha previsto essa evolução).

No caso da Human Genomics, foi ainda mais giro: A tua análise pareceu-me apropriada e deixei, faz hoje 8 dias, uma ordem de compra acima do trigger com uma ordem stop "if done" no CarregosaTrader e fui para fora. Estive ausente até sexta e quando cheguei cá estava ela, embora não com grande aspecto. A partir daí tenho vindo a ah«justar os stops, o que aliás acabei de fazer de novo face à fulgurante abertura de hoje.

Obrigado portanto pelo teu trabalho, abriste-me novas possibilidades de trade (o que é muito diferente de te seguir cegamente)!

Um abraço
FT

[Ulisses Pereira]

U2u,

Bem visto e só mostra a importância da gestão da informação. Sabes quem é mestre disso em portugal? Na minha opinião, o Paulo Fernandes da Cofina. Acho que em Portugal ainda se dá muito pouca importância a algo que é crucial...

Um abraço,
Ulisses

[u2u]

... é mais que óbvio que os tipos tinham já feito esta descoberta há bastante tempo, mas a sua saída para fora tinha que coincidir mesmo com as vésperas de uma guerra ´confirmada. Não sei se vem nos manuais de comunicação (não sou de andar a perder o tempo nisso), mas costuma ser infalível... fazer a notícia sair no timing perfeito.

Abraços

u2u

[Eagle Eye]

da HGSI, e estava-me a dizer "estranho, tinha a sensacao que estava a 7 e qq coisa e nao a 8 e qq coisa....
Ulisses, mais uma vez so tenho que te agradecer o facto publicares as tuas excelentes analises!
Um abraco, Eagle

[Ulisses Pereira]

Isso é verdade, Croll. O processo legal até que as autorizações e aprovações sejam concedidas é moroso. Contudo, não entrei longo na HGSi por causa dos seus fundamentais ou na perspectiva de um investimento de longo prazo. Por isso, esta notícia que gera especulação de curto prazo vai permitir-me sair a preços muito acima do que eu esperava. E não vou desperdiçar a oportunidade.

Um abraço e obrigado pela explicação,
Ulisses

[croll]

Se me permitem opinar, esta descoberta não terá qq efeito na guerra que se avizinha, uma vez que a autorização de comercialização para o mercado americano, demora anos após a descoberta. Queria deixar aqui este reparo pois uma notícia desta terá menor valor sem o Saddam (fica a Al Quaeda... ). A questão pode ser outra: será que os americanos se importam com este detalhe?
Abraço
croll

[Ulisses Pereira]

Eheheh! Todos no mesmo barco!

Um abraço,
Ulisses

[Flying Turtle]

Se me permites entrar no clube também Ulisses...

Um abraço
FT

[Ulisses Pereira]

Eagle

Deixo-te aqui a notícia divulgada hoje e que está a fazer a nossa HGSI subir cerca de 14% na pré-abertura! Veremos se consegue aguentar... pelo menos até à abertura! LOL

Um abraço,
Ulisses

Human Genome Sciences, Inc. (HGSI, Trade) announced today that it has discovered and developed a human monoclonal antibody drug that is effective in protecting against anthrax in multiple experimental models in animals. A single dose of the new drug, ABthrax(TM), increases survival significantly in both rabbit and nonhuman primate models of inhalational anthrax. Human Genome Sciences plans to develop ABthrax for use as a prophylactic and therapeutic drug to prevent and treat anthrax infections.

Currently, two options are available for the prevention or treatment of anthrax infections -- a vaccine and antibiotics. Both are essential to dealing with anthrax, but both have limitations. The anthrax vaccine takes several weeks following the first doses before immunity is initially established. The vaccine also requires multiple injections over a period of eighteen months, in addition to annual boosters, to maintain its protective effect. Antibiotics are effective in killing anthrax bacteria, but are not effective against the anthrax toxins once those toxins have been released into the blood. Antibiotics also may not be effective against antibiotic-resistant strains of anthrax.

In ABthrax (human monoclonal antibody to Bacillus anthracis protective antigen), Human Genome Sciences has discovered a third mechanism of defense against anthrax infections. In contrast to the anthrax vaccine, the protection afforded by a single dose of ABthrax would be immediate following the rapid achievement of appropriate blood levels of the antibody. In contrast to antibiotics, ABthrax acts against the lethal toxins produced by anthrax bacteria. It may also prevent and treat infections by antibiotic- resistant strains of anthrax.

Results from preclinical studies conducted to date demonstrate that a single dose of ABthrax administered prophylactically increases survival significantly in both rabbits and nonhuman primates exposed by inhaling lethal doses of anthrax spores. In both models, an absence of bacteria in the blood of all ABthrax-treated animals that survived was observed. The rabbit and nonhuman primate models of inhalation anthrax are regarded as relevant for the demonstration of the efficacy of therapeutic and prophylactic agents in treating or preventing anthrax infection. A single dose of ABthrax also fully protected rats against a lethal challenge with the anthrax toxins. Full results of these studies will be disclosed in upcoming scientific meetings and publications as appropriate.

Anthrax infection is caused by a spore-forming bacterium, Bacillus anthracis, which multiplies in the body and produces lethal toxins. Most anthrax fatalities are caused by the irreversible effects of the anthrax toxins. Research has shown that protective antigen is the key facilitator in the progression of anthrax infection at the cellular level(1). After protective antigen and the anthrax toxins are produced by the bacteria, protective antigen binds to the anthrax toxin receptor on cell surfaces and forms a protein-receptor complex that makes it possible for the anthrax toxins to enter the cells. ABthrax blocks the binding of protective antigen to cell surfaces and prevents the anthrax toxins from entering and killing the cells.

Human Genome Sciences plans to file an Investigational New Drug application in the near future, seeking clearance from the U.S. Food and Drug Administration (FDA) to begin clinical trials to evaluate the safety, tolerability, and pharmacology of ABthrax in healthy adults.

Under the Bioterrorism Act of 2002, the FDA specified the evidence required to demonstrate the efficacy of new drug and biological products used to counter biological agents, when traditional efficacy studies in humans are not feasible(2). According to the guidelines set forth in the Bioterrorism Act, successful studies in relevant animal models will be considered sufficient to establish efficacy for licensure and marketing approval. ABthrax is effective in preventing the lethal effects of anthrax infection in two relevant models, rabbits and nonhuman primates. According to the guidelines, human clinical trials will be required to establish safety, tolerability, and pharmacology, but not efficacy.

Craig A. Rosen, Ph.D., President, Research and Development, said, "Multiple in vivo and in vitro preclinical studies demonstrate that ABthrax specifically recognizes and neutralizes protective antigen. A single dose of ABthrax increases survival significantly in both rabbit and nonhuman primate models of inhalational anthrax. In both studies, we noted the absence of bacteria in the blood of all treated animals that survived, suggesting a sporicidal and/or bactericidal effect. Research has shown that protective antigen is a rational target of the toxin components that contribute to the pathogenesis of anthrax infection. By inhibiting protective antigen, the anthrax toxins are inhibited.

"We were able to make what we consider to be significant and rapid progress in the discovery and proof of efficacy of ABthrax as we have all of the relevant technology in house, including expertise in the creation of human monoclonal antibodies with desired medical properties, and antibody drug manufacturing capabilities. ABthrax used for preclinical and clinical studies is produced in our existing antibody manufacturing facilities."

David C. Stump, M.D., Senior Vice President, Drug Development, said, "The inhalational form of anthrax exposure is the most lethal. There are a limited number of prophylactic and therapeutic options available. The currently available anthrax vaccine requires multiple injections over a period of eighteen months, in addition to annual boosters, to maintain antibody levels. It takes several weeks following the first doses of the vaccine before immunity is initially established. By contrast, ABthrax confers effective protection against the lethal effects of anthrax infection immediately following the rapid achievement of appropriate blood levels of the antibody.

"Antibiotics are the current standard of care for post-exposure treatment of anthrax infection. While antibiotics are effective in controlling bacterial replication, they are not active against the lethal anthrax toxins produced by the bacteria. Based on our preclinical results to date, we believe that ABthrax has the potential to be used both prophylactically and therapeutically. For example, ABthrax may be used to protect rescuers entering a contaminated building, soldiers in an infected environment, or exposed individuals after an attack. In addition, post-exposure treatment may lessen the natural progression of anthrax infection and increase survival. ABthrax also may prevent and treat infections by antibiotic-resistant strains of anthrax. We look forward to exploring the safety, tolerability, and pharmacology of ABthrax in human studies."

William A. Haseltine, Ph.D., Chairman and Chief Executive Officer, said, "We believe that ABthrax demonstrates significant potential as a new prophylactic and therapeutic option in fighting anthrax infection. We intend to submit an Investigational New Drug application in the near future to initiate clinical trials to evaluate the safety and pharmacology of ABthrax in healthy adults.

"We hope, by applying our expertise in protein and antibody discovery and development, that Human Genome Sciences will be able to make an important contribution to our nation's biodefense initiative."

For more information about anthrax, please visit the Centers for Disease Control and Prevention (CDC) web site on bioterrorism and anthrax at http://www.bt.cdc.gov/agent/anthrax/index.asp .

Health professionals interested in more information about trials involving HGSI products are encouraged to inquire via the Contact Us section of the Human Genome Sciences web site, www.hgsi.com/products/request.html , or by calling us at (301) 610-5790, extension 3550.

Human Genome Sciences is a company with the mission to treat and cure disease by bringing new gene-based drugs to patients.

HGS, Human Genome Sciences, and ABthrax are trademarks of Human Genome Sciences, Inc.

This announcement contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The forward-looking statements are based on Human Genome Sciences' current intent, belief and expectations. These statements are not guarantees of future performance and are subject to certain risks and uncertainties that are difficult to predict. Actual results may differ materially from these forward-looking statements because of the Company's unproven business model, its dependence on new technologies, the uncertainty and timing of clinical trials, the Company's ability to develop and commercialize products, its dependence on collaborators for services and revenue, its substantial indebtedness and lease obligations, its changing requirements and costs associated with planned facilities, intense competition, the uncertainty of patent and intellectual property protection, the Company's dependence on key management and key suppliers, the uncertainty of regulation of products, the impact of future alliances or transactions and other risks described in the Company's filings with the Securities and Exchange Commission. Existing and prospective investors are cautioned not to place undue reliance on these forward-looking statements, which speak only as of today's date. ABthrax is a new treatment that has not yet been tested on humans. The Company can provide no assurance that ABthrax will be effective in humans, or that any approved drug will result or be commercialized successfully. Human Genome Sciences undertakes no obligation to update or revise the information contained in this announcement whether as a result of new information, future events or circumstances or otherwise.