投资快报 3

Mcoco

DJSP 看好这只~ 今天启动了

Mcoco

ACAD 上升通道中~ 今天不赖

kelvin234

祝各位在國際股票區的網友
聖誕快樂 Merry Christmas !!!


PS:有好料的股票記得介紹給小弟

芬姐你聽到嗎

roberto

大家圣诞快乐 !! 有买ARNA的要留意咯......

Merry Christmas! Here’s Our Bad News.....
Dec. 23  2010 - 11:36 am


Yesterday Arena Pharmaceuticals held a conference call to tell investors about the meeting it had with the Food and Drug Administration regarding its weight loss drug lorcaserin. Basic message: in order to deal with worries about breast-and-brain tumors in rats, the company will have to conduct a whole bunch of animal studies and a 10-person clinical trial. It expects to respond to the FDA by the end of the year – a longer wait than many Arena bulls expected.

The big concern here is that Arena originally thought the rat cancer data was not material; it was released by the FDA ahead of an advisory panel meeting for lorcaserin. Setting aside issues of fair disclosure for a moment, this should give investors pause with regard to how well Arena is communicating with the FDA. That’s an issue because the animal cancer data is far from the only concern facing the drug. Another worry is that new data, intended to show that lorcaserin helps patients with diabetes, also wound up   showing an increased rate of heart valve problems for patients taking Arena’s drug.

Lorcaserin is designed to hit the same receptor as Redux, a diet drug made by what is now a division of Pfizer that was withdrawn for causing heart valve problems; Arena’s drug is designed to spare the heart valve, and Arena conducted large trials to prove this but just missed the prespecified threshold it had negotiated with the FDA. Add in the diabetes study, and the evidence that lorcaserin doesn’t cause heart problems gets weaker. (Arena was supposed to prove that the increase in risk for heart valve problems was less than 50%; include the diabetes data, and an increase of 60% or more is possible.)

Arena investors should also pay close attention to what’s going on in France, where a Redux-like drug called Mediator made by Servier is being blamed for causing thousands of deaths over the course of two decades. This is creating a huge controversy about the French regulatory system – and that’s exactly why the FDA could be gun shy about lorcaserin.

roberto

A Future for Arena's Diet Pill? Fat Chance
December 23, 2010

After  meeting with FDA officials to review the recent rejection of its  Lorqess diet pill, Arena Pharmaceuticals (ARNA) now plans to refile its  application by the end of 2011. This means, of course, its drug probably  will not become available until 2012 and, by then, could well be the last of  a new round of diet pills to arrive in pharmacies. Hardly a competitive  advantage.Arena will now conduct some  preclinical studies and one short clinical trial - very short, as in one  week - in which 10 volunteers will be enrolled in order to collect  blood and spinal fluid to identify the safety margin for development of  brain astrocytomas in rats and humans. At issue is the mechanism causing  tumors to develop, including in male rats given high doses.


In a conference call with analysts, Arena CEO Jack Lief - who was  criticized earlier this year for failing to disclose rat tumor data  sooner - told analysts “we are confident that we have a path forward” and said he was  “encouraged” by the meeting with FDA officials. Naturally, he is hoping  to salvage the $50 million deal signed earlier this year with Eisai (ESALY.PK).

Nonetheless, the remarks were greeted with a bit of caution. As  William Tanner, a biotech analyst at Lazard Capital Markets, noted,  “somewhat unconventionally, the company held the call prior to receipt  of the meeting transcript,” which is due in January. In other words,  Arena briefed analysts who did not have the benefit of being able to  refer to the transcript of the meeting between the drugmaker and FDA  officials. This may have robbed them of some needed context, if nothing  else. The transcript may not yield any further questions or doubts, but  for the moment, the move appeared dubious.
That said, Arena may still be at a disadvantage.


In an investor note, Leerink Swann analyst Steve Yoo writes that he  expects the FDA to soon approve Orexigen’s Contrave and that Vivus “will  not be required to do large pre-approval studies and could resubmit”  its application to the FDA in the first half of next year and win  approval by the second half of 2011. And so, “Arena will likely be the  third player to market with an efficacy that is not as compelling as the  others but a safety profile that may provide a marketing advantage,” he  suggests.

Tanner, however, appears more cautious, writing that “although there  may be a glimmer of hope (or at least the absence of a death knell) for  Lorqess, we do not foresee the stock appreciating significantly in value  until there is evidence that the issues are being effectively  addressed.”

葉芬

回复  葉芬

买了BANR5000 unit 2.11
migo 发表于 23-12-2010 10:50 PM

閉市價2.15。
昨晚的衝勁不足，也許是假期的關係，大家套利過聖誕。
連HDY 從高處 4.60 直下至 4.08後，反彈回 4.15。

葉芬

这里有人有apcvz 这支股吗？ 芬姐对这支股有什么看法？
victan 发表于 24-12-2010 12:38 AM

這支股早期有被她燒過
後來止損砍了。

葉芬

买了YGE,被套牢了，没得套利。我看要等明年了。
终景 发表于 24-12-2010 12:52 AM

下星期的股市走勢應該是平靜，大家都還在 Holiday Mood。

葉芬

RPRX 猛起 60 多巴仙。又浪费了。
终景 发表于 24-12-2010 12:56 AM

這我有看沒買。

XOMA也是其中的1只。

葉芬

祝各位在國際股票區的網友
聖誕快樂 Merry Christmas !!!


PS:有好料的股票記得介紹給小弟...
kelvin234 发表于 24-12-2010 02:18 AM

致給大家：在這輝煌快樂的聖誕佳節，獻上一切美好的祝福！祝一切順心如意！
            

葉芬

December 23, 2010

After  meeting with FDA officials to review the recent rejection of its  Lorq ...
roberto 发表于 24-12-2010 08:44 AM

小弟，謝謝分享。

victan

回复 2087# 葉芬


    用几百块美金在0。038近了一些玩玩。。。放它不理。看看能不能上到1块。

SUNNY仔

回复 2077# 葉芬


    收市又掉回啦...应该是你说的在佳节前出票套利....希望真的是酱..然后长假后弹上$3.5就出货...

葉芬

回复  葉芬


    用几百块美金在0。038近了一些玩玩。。。放它不理。看看能不能上到1块。
victan 发表于 24-12-2010 11:56 AM

  不是怕什麼，只是怕BK。

葉芬

回复  葉芬


    收市又掉回啦...应该是你说的在佳节前出票套利....希望真的是酱..然后长假后弹上$3.5 ...
SUNNY仔 发表于 24-12-2010 12:59 PM

不要說是 X'mas Long Holiday，平時的Weekend 散戶Kaki都套利不留過週末。


+++++++++++++++++++++++++


另外國際區 通告 ：


AMEX, NYSE and NASDAQ Exchanges Holiday
Christmas Day  -   Friday, 24th Dec 2010

gen_sen

December 23, 2010

After  meeting with FDA officials to review the recent rejection of its  Lorq ...
roberto 发表于 24-12-2010 08:44 AM

请问这是坏消息妈?那我是不是该卖掉它?在2.05买了两粒，已经亏了USD700了。

葉芬

http://www.learnstocks101.com/te ... 2/ur-energy-inc-urg

Ur-Energy Inc. (USA)
(Public, AMEX:URG)  
2.67 +0.27 (11.25%)
Dec 23 - Close





URG broke through 2.42 resistance today on good volume. If that level holds and volume continues to come in URG could run to 3.32.

3個月圖表很漂亮，大家可以留意留意。

Overall Average:	100% - Buy
Price Support Pivot Point Resistance 2.67 2.26 2.58 2.90

roberto

回复 2096# gen_sen

我如果有票在手会先卖了, 过后再买回,毕竟trial还要等一年。

roberto

Stocks to Watch - 12/27/10

Hyperdynamics Corporation (HDY) - Shares of Hyperdynamics Corporation hit a new 52 week high on Thursday as the stock continues to surge. Hyperdynamics will have support at $5.00 as well as $4.31. Hyperdynamics Corporation is a Top Pick for 2011. Hyperdynamics is a strong buy on pullbacks below $4.00 if we ever see them again.

Paramount Gold and Silver Corp. (PZG) - As most of you know, Paramount Gold and Silver Corp. (PZG) is my Top Gold Stock for 2011. PZG pulled back on Thursday and is a strong buy below $3.00. Resistance is located at $3.51.

Sirius XM Radio (SIRI) - Shares of Sirius XM Radio (SIRI) hit a new 52 week high on Thursday. Sirius XM Radio will now have resistance located at $1.61 as well as $1.70. Sirius XM Radio is a strong buy on pullbacks below $1.30. I feel SIRI is now in a new uptrend.

Allied Irish Banks plc (AIB) Bank of Ireland (IRE) - These two Irish Bank continue to be very active for trading purposes.

Kodiak Oil & Gas Corp. (KOG) - Kodiak Oil & Gas Corp. is one of my best oil stock ideas for 2011. KOG hit a new 52 week high on Thursday located at $6.95. KOG will hit resistance at $7.00 and $7.50.

Las Vegas Sands Corp. (LVS) - Shares of Las Vegas Sands Corp. are back trading in the $45's. Las Vegas Sands Corp will have major resistance between $49-$50 but minor resistance at $46.56. Las Vegas Sands is a buy on a break above $50. LVS is also buy below $42.

Dryships Inc. (DRYS) - Shares of Dryships Inc. continue to be active. The next major resistance level for Dryships is located at $6.45. Drys doesn't have any support until around $5.50.

American Intl Group, Inc. (AIG) - Shares of American Intl Group, Inc. hit a new 52 week high on Wednesday but pulled back on Thursday. AIG doesn't have any resistance until $60. AIG is a buy on dips below $47.

Mcoco

看好djsp和CPSS。
银行股票看到FBC 。。。感觉不错~   
MSHL的形态也很好。