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Trading Idea >> EPZM

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Re: Trading Idea >> EPZM

por Cardoso25 » 2/9/2014 2:01

Turtle Trader Escreveu:
Luka! Escreveu:EPZM

O zacks tem um rating de BUY
http://www.zacks.com/stock/quote/EPZM?q=EPZM?q=EPZM

Ainda acreditas em ratings de BUY ? :shame: Quando andam a aconselhar buys, não tenhas dúvidas que essas ditas "casas de recomendação" estão cheias de ações e prontinhas para as vender ao melhor preço. :wink:

Se a EPZM é assim tão promissora, podes explicar o motivo de os próprios insiders não acreditarem na sua própria empresa. Andam a despachar acções próprias que é obra. Look:

http://www.secform4.com/insider-trading/1571498.htm


O Rating de BUY pouco quer dizer, concordo. Mas muitas vezes essas notícias ajudam a subir o preço das acções durante algum tempo.
Olhando para o gráfico e indicadores aparenta estar numa altura em que pode ressaltar. O gráfico está com bom aspecto.

PS- Não é animador o facto dos próprios insiders estarem a vender acções, mas isso não invalida que não possa estar aqui um bom trade. Imo
 
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Re: Trading Idea >> EPZM

por Turtle Trader » 2/9/2014 0:34

Luka! Escreveu:EPZM

O zacks tem um rating de BUY
http://www.zacks.com/stock/quote/EPZM?q=EPZM?q=EPZM

Ainda acreditas em ratings de BUY ? :shame: Quando andam a aconselhar buys, não tenhas dúvidas que essas ditas "casas de recomendação" estão cheias de ações e prontinhas para as vender ao melhor preço. :wink:

Se a EPZM é assim tão promissora, podes explicar o motivo de os próprios insiders não acreditarem na sua própria empresa. Andam a despachar acções próprias que é obra. Look:

http://www.secform4.com/insider-trading/1571498.htm
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Trading Idea >> EPZM

por Luka! » 31/8/2014 21:42

EPZM

O zacks tem um rating de BUY
http://www.zacks.com/stock/quote/EPZM?q=EPZM?q=EPZM

The biotech bull market is far from over due to several secular and macro drivers like an aging population, cash-rich "big pharma" facing patent cliffs forcing them to buy new drugs, and the incredible success of small companies doing innovative disease R&D.
One such small company making headlines lately is Epizyme (EPZM - Snapshot Report), a clinical stage biopharmaceutical company creating personalized therapeutics for patients with genetically defined cancers. Epizyme has built a proprietary product platform that the company uses to create small molecule inhibitors of a 96-member class of enzymes known as histone methyltransferases, or HMTs.
HMTs are part of the system of gene regulation, referred to as epigenetics, that controls gene expression. Genetic alterations can result in changes to the activity of HMTs, making them oncogenic (cancer-causing). By focusing on the genetic drivers of cancers, Epizyme's targeted science seeks to match the right medicines with the right patients for a personalized approach to cancer treatment.
Phase I Data Encouraging
Writing for TheStreet.com this week, David Sobek summed up the pre-clinical data and early clinical observations from an ongoing Phase I trial...
"Epizyme reported the first clinical data on its blood cancer pipeline candidate EPZ-6438 at the ASH Lymphoma Biology Conference last week. The drug is designed to block a specific enzyme, EZH2, which when mutated, is involved in development of certain cancers, including forms of non-Hodgkins lymphoma (NHL).
"The first look at EPZ-6438 came from an early-stage (phase I) study, but was encouraging. Two of the four NHL patients reported a partial tumor response, a third patient had stable disease. The responses came from relatively low doses of EPZ-6438 and the safety profile was clean enough to allow Epizyme to continue the study using higher doses of the drug."
In response to this data and a surprise 13% earnings beat last week (reported a loss of only $0.40 vs consensus expectations of $0.46), Wedbush analyst issued an updated report where they reiterated their OUTPERFORM rating on EPZM shares and their $52 price target.

"Our PT of $52 per share is derived from applying 8x and 15x multiples to our 2019 estimated sales and royalty revenues, respectively, discounted by 25% annually back to YE:14."
No Profits in Sight
As with many clinical stage biotech companies, positive earnings are a long ways off for Epizyme. In fact, the company is expected to burn more cash next year than this year. Here are the detailed EPS tables that show how the two covering analysts have been adjusting earnings over the past 90 days...


:wink:
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... if you feel like doubling up a profitable position, slam your finger in a drawer until the feeling goes away !
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