Tampoco es UCITS…nos han dejado colgados a los europeos. Este fin de semana buscaré alguno UCITS
¡Gracias de todas formas!
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Al final solo nos dejarán contratar los Fondos de Pensiones del Gobierno…
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Disculpe, no me había dado cuenta. Hasta las narices estoy de la normita.
Sí tiene UCITS de biotecnología y entre sus posiciones sí figuran algunas que busca:
| Fund Holdings as of | 09/Dec/2020 | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Issuer Ticker | Name | Asset Class | Weight (%) | Price | Nominal | Market Value | Notional Value | Sector | ISIN | Exchange | Location | Market Currency |
| GILD | GILEAD SCIENCES INC | Equity | 7.04 | 60.82 | 272,587 | 16,578,741 | 16,578,741.34 | Health Care | US3755581036 | NASDAQ | United States | USD |
| AMGN | AMGEN INC | Equity | 7.01 | 229.85 | 71,825 | 16,508,976 | 16,508,976.25 | Health Care | US0311621009 | NASDAQ | United States | USD |
| MRNA | MODERNA INC | Equity | 6.24 | 156.59 | 93,846 | 14,695,345 | 14,695,345.14 | Health Care | US60770K1079 | NASDAQ | United States | USD |
| VRTX | VERTEX PHARMACEUTICALS INC | Equity | 5.83 | 224.38 | 61,225 | 13,737,666 | 13,737,665.50 | Health Care | US92532F1003 | NASDAQ | United States | USD |
| REGN | REGENERON PHARMACEUTICALS INC | Equity | 5.10 | 488.64 | 24,575 | 12,008,328 | 12,008,328.00 | Health Care | US75886F1075 | NASDAQ | United States | USD |
| ILMN | ILLUMINA INC | Equity | 4.92 | 337.76 | 34,316 | 11,590,572 | 11,590,572.16 | Health Care | US4523271090 | NASDAQ | United States | USD |
| BIIB | BIOGEN INC | Equity | 3.29 | 244.75 | 31,631 | 7,741,687 | 7,741,687.25 | Health Care | US09062X1037 | NASDAQ | United States | USD |
| SGEN | SEAGEN INC | Equity | 3.19 | 181.36 | 41,382 | 7,505,040 | 7,505,039.52 | Health Care | US81181C1045 | NASDAQ | United States | USD |
| ALXN | ALEXION PHARMACEUTICALS INC | Equity | 2.61 | 117.74 | 52,128 | 6,137,551 | 6,137,550.72 | Health Care | US0153511094 | NASDAQ | United States | USD |
| INCY | INCYTE CORP | Equity | 1.79 | 80.96 | 51,936 | 4,204,739 | 4,204,738.56 | Health Care | US45337C1027 | NASDAQ | United States | USD |
| NVCR | NOVOCURE LTD | Equity | 1.65 | 161.02 | 24,110 | 3,882,192 | 3,882,192.20 | Health Care | JE00BYSS4X48 | NASDAQ | United States | USD |
| HZNP | HORIZON THERAPEUTICS PUBLIC PLC | Equity | 1.54 | 70.10 | 51,800 | 3,631,180 | 3,631,180.00 | Health Care | IE00BQPVQZ61 | NASDAQ | United States | USD |
| ALNY | ALNYLAM PHARMACEUTICALS INC | Equity | 1.45 | 124.04 | 27,525 | 3,414,201 | 3,414,201.00 | Health Care | US02043Q1076 | NASDAQ | United States | USD |
| BMRN | BIOMARIN PHARMACEUTICAL INC | Equity | 1.40 | 76.16 | 43,248 | 3,293,768 | 3,293,767.68 | Health Care | US09061G1013 | NASDAQ | United States | USD |
| GH | GUARDANT HEALTH INC | Equity | 1.27 | 126.61 | 23,712 | 3,002,176 | 3,002,176.32 | Health Care | US40131M1099 | NASDAQ | United States | USD |
| SRPT | SAREPTA THERAPEUTICS INC | Equity | 1.27 | 159.30 | 18,728 | 2,983,370 | 2,983,370.40 | Health Care | US8036071004 | NASDAQ | United States | USD |
| TECH | BIO TECHNE CORP | Equity | 1.18 | 301.64 | 9,196 | 2,773,881 | 2,773,881.44 | Health Care | US09073M1045 | NASDAQ | United States | USD |
| MRTX | MIRATI THERAPEUTICS INC | Equity | 1.17 | 232.01 | 11,896 | 2,759,991 | 2,759,990.96 | Health Care | US60468T1051 | NASDAQ | United States | USD |
| SNY | SANOFI ADR REPRESENTING SA | Equity | 1.06 | 49.61 | 50,348 | 2,497,764 | 2,497,764.28 | Health Care | US80105N1054 | NASDAQ | France | USD |
| CRSP | CRISPR THERAPEUTICS AG | Equity | 1.03 | 146.63 | 16,596 | 2,433,471 | 2,433,471.48 | Health Care | CH0334081137 | NASDAQ | United States | USD |
| BGNE | BEIGENE ADR REPRESENTING LTD | Equity | 0.99 | 222.45 | 10,433 | 2,320,821 | 2,320,820.85 | Health Care | US07725L1026 | NASDAQ | China | USD |
| DNLI | DENALI THERAPEUTICS INC | Equity | 0.92 | 76.33 | 28,420 | 2,169,299 | 2,169,298.60 | Health Care | US24823R1059 | NASDAQ | United States | USD |
| NBIX | NEUROCRINE BIOSCIENCES INC | Equity | 0.87 | 91.97 | 22,298 | 2,050,747 | 2,050,747.06 | Health Care | US64125C1099 | NASDAQ | United States | USD |
| ACAD | ACADIA PHARMACEUTICALS INC | Equity | 0.84 | 52.33 | 37,723 | 1,974,045 | 1,974,044.59 | Health Care | US0042251084 | NASDAQ | United States | USD |
| JAZZ | JAZZ PHARMACEUTICALS PLC | Equity | 0.82 | 146.05 | 13,265 | 1,937,353 | 1,937,353.25 | Health Care | IE00B4Q5ZN47 | NASDAQ | United States | USD |
| ASND | ASCENDIS PHARMA ADR REPRESENTING | Equity | 0.82 | 173.80 | 11,051 | 1,920,664 | 1,920,663.80 | Health Care | US04351P1012 | NASDAQ | Denmark | USD |
| RARE | ULTRAGENYX PHARMACEUTICAL INC | Equity | 0.79 | 128.87 | 14,367 | 1,851,475 | 1,851,475.29 | Health Care | US90400D1081 | NASDAQ | United States | USD |
| FATE | FATE THERAPEUTICS INC | Equity | 0.77 | 86.60 | 20,901 | 1,810,027 | 1,810,026.60 | Health Care | US31189P1021 | NASDAQ | United States | USD |
| PRAH | PRA HEALTH SCIENCES INC | Equity | 0.74 | 114.44 | 15,167 | 1,735,711 | 1,735,711.48 | Health Care | US69354M1080 | NASDAQ | United States | USD |
| XLRN | ACCELERON PHARMA INC | Equity | 0.73 | 121.48 | 14,166 | 1,720,886 | 1,720,885.68 | Health Care | US00434H1086 | NASDAQ | United States | USD |
| ARWR | ARROWHEAD PHARMACEUTICALS INC | Equity | 0.72 | 68.90 | 24,507 | 1,688,532 | 1,688,532.30 | Health Care | US04280A1007 | NASDAQ | United States | USD |
| ARGX | ARGENX SE ADR | Equity | 0.72 | 270.09 | 6,248 | 1,687,522 | 1,687,522.32 | Health Care | US04016X1019 | NASDAQ | Belgium | USD |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP | Equity | 0.71 | 51.79 | 32,211 | 1,668,208 | 1,668,207.69 | Health Care | US00650F1093 | NASDAQ | United States | USD |
| BBIO | BRIDGEBIO PHARMA INC | Equity | 0.71 | 56.86 | 29,267 | 1,664,122 | 1,664,121.62 | Health Care | US10806X1028 | NASDAQ | United States | USD |
| SYNH | SYNEOS HEALTH INC CLASS A | Equity | 0.69 | 65.65 | 24,745 | 1,624,509 | 1,624,509.25 | Health Care | US87166B1026 | NASDAQ | United States | USD |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | Equity | 0.68 | 46.18 | 34,704 | 1,602,631 | 1,602,630.72 | Health Care | US4622601007 | NASDAQ | United States | USD |
| IONS | IONIS PHARMACEUTICALS INC | Equity | 0.66 | 46.65 | 33,134 | 1,545,701 | 1,545,701.10 | Health Care | US4622221004 | NASDAQ | United States | USD |
| TWST | TWIST BIOSCIENCE CORP | Equity | 0.64 | 140.70 | 10,644 | 1,497,611 | 1,497,610.80 | Health Care | US90184D1000 | NASDAQ | United States | USD |
| BPMC | BLUEPRINT MEDICINES CORP | Equity | 0.60 | 108.41 | 13,109 | 1,421,147 | 1,421,146.69 | Health Care | US09627Y1091 | NASDAQ | United States | USD |
| UTHR | UNITED THERAPEUTICS CORP | Equity | 0.60 | 134.65 | 10,521 | 1,416,653 | 1,416,652.65 | Health Care | US91307C1027 | NASDAQ | United States | USD |
| ZLAB | ZAI LABORATORY ADR REPRESENTING LT | Equity | 0.59 | 106.15 | 13,093 | 1,389,822 | 1,389,821.95 | Health Care | US98887Q1040 | NASDAQ | China | USD |
| EXEL | EXELIXIS INC | Equity | 0.58 | 18.77 | 73,299 | 1,375,822 | 1,375,822.23 | Health Care | US30161Q1040 | NASDAQ | United States | USD |
| FOLD | AMICUS THERAPEUTICS INC | Equity | 0.57 | 22.06 | 61,383 | 1,354,109 | 1,354,108.98 | Health Care | US03152W1099 | NASDAQ | United States | USD |
| ALLK | ALLAKOS INC | Equity | 0.57 | 114.70 | 11,656 | 1,336,943 | 1,336,943.20 | Health Care | US01671P1003 | NASDAQ | United States | USD |
| KOD | KODIAK SCIENCES INC | Equity | 0.57 | 124.11 | 10,727 | 1,331,328 | 1,331,327.97 | Health Care | US50015M1099 | NASDAQ | United States | USD |
| HALO | HALOZYME THERAPEUTICS INC | Equity | 0.55 | 39.51 | 32,840 | 1,297,508 | 1,297,508.40 | Health Care | US40637H1095 | NASDAQ | United States | USD |
| TPTX | TURNING POINT THERAPEUTICS INC | Equity | 0.52 | 110.92 | 11,107 | 1,231,988 | 1,231,988.44 | Health Care | US90041T1088 | NASDAQ | United States | USD |
| MEDP | MEDPACE HOLDINGS INC | Equity | 0.50 | 138.26 | 8,438 | 1,166,638 | 1,166,637.88 | Health Care | US58506Q1094 | NASDAQ | United States | USD |
| CBPO | CHINA BIOLOGIC PRODUCTS HOLDINGS I | Equity | 0.46 | 118.51 | 9,203 | 1,090,648 | 1,090,647.53 | Health Care | KYG215151047 | NASDAQ | China | USD |
| PTCT | PTC THERAPEUTICS INC | Equity | 0.43 | 61.99 | 16,160 | 1,001,758 | 1,001,758.40 | Health Care | US69366J2006 | NASDAQ | United States | USD |
| INSM | INSMED INC | Equity | 0.41 | 40.09 | 24,264 | 972,744 | 972,743.76 | Health Care | US4576693075 | NASDAQ | United States | USD |
| EIDX | EIDOS THERAPEUTICS INC | Equity | 0.41 | 104.54 | 9,223 | 964,172 | 964,172.42 | Health Care | US28249H1041 | NASDAQ | United States | USD |
| ARNA | ARENA PHARMACEUTICALS INC | Equity | 0.41 | 68.88 | 13,885 | 956,399 | 956,398.80 | Health Care | US0400476075 | NASDAQ | United States | USD |
| ALLO | ALLOGENE THERAPEUTICS INC | Equity | 0.40 | 28.45 | 33,336 | 948,409 | 948,409.20 | Health Care | US0197701065 | NASDAQ | United States | USD |
| CCXI | CHEMOCENTRYX INC | Equity | 0.40 | 57.76 | 16,268 | 939,640 | 939,639.68 | Health Care | US16383L1061 | NASDAQ | United States | USD |
| FGEN | FIBROGEN INC | Equity | 0.38 | 41.07 | 21,605 | 887,317 | 887,317.35 | Health Care | US31572Q8087 | NASDAQ | United States | USD |
| PACB | PACIFIC BIOSCIENCES OF CALIFORNIA | Equity | 0.38 | 20.99 | 42,199 | 885,757 | 885,757.01 | Health Care | US69404D1081 | NASDAQ | United States | USD |
| APLS | APELLIS PHARMACEUTICALS INC | Equity | 0.38 | 48.86 | 18,087 | 883,731 | 883,730.82 | Health Care | US03753U1060 | NASDAQ | United States | USD |
| GWPH | GW PHARMACEUTICALS ADR REPRESENTIN | Equity | 0.37 | 123.10 | 7,112 | 875,487 | 875,487.20 | Health Care | US36197T1034 | NASDAQ | United Kingdom | USD |
| SAGE | SAGE THERAPEUTICS INC | Equity | 0.36 | 69.19 | 12,399 | 857,887 | 857,886.81 | Health Care | US78667J1088 | NASDAQ | United States | USD |
| RETA | REATA PHARMACEUTICALS INC CLASS A | Equity | 0.36 | 124.89 | 6,767 | 845,131 | 845,130.63 | Health Care | US75615P1030 | NASDAQ | United States | USD |
| RCKT | ROCKET PHARMACEUTICALS INC | Equity | 0.32 | 58.74 | 12,874 | 756,219 | 756,218.76 | Health Care | US77313F1066 | NASDAQ | United States | USD |
| EDIT | EDITAS MEDICINE INC | Equity | 0.32 | 50.58 | 14,870 | 752,125 | 752,124.60 | Health Care | US28106W1036 | NASDAQ | United States | USD |
| DCPH | DECIPHERA PHARMACEUTICALS INC | Equity | 0.32 | 56.28 | 13,333 | 750,381 | 750,381.24 | Health Care | US24344T1016 | NASDAQ | United States | USD |
| VCYT | VERACYTE INC | Equity | 0.32 | 54.86 | 13,606 | 746,425 | 746,425.16 | Health Care | US92337F1075 | NASDAQ | United States | USD |
| OPK | OPKO HEALTH INC | Equity | 0.31 | 4.60 | 157,927 | 726,464 | 726,464.20 | Health Care | US68375N1037 | NASDAQ | United States | USD |
| NKTR | NEKTAR THERAPEUTICS | Equity | 0.30 | 16.59 | 43,243 | 717,401 | 717,401.37 | Health Care | US6402681083 | NASDAQ | United States | USD |
| AXSM | AXSOME THERAPEUTICS INC | Equity | 0.29 | 78.40 | 8,837 | 692,821 | 692,820.80 | Health Care | US05464T1043 | NASDAQ | United States | USD |
| ALKS | ALKERMES | Equity | 0.29 | 18.35 | 37,373 | 685,795 | 685,794.55 | Health Care | IE00B56GVS15 | NASDAQ | United States | USD |
| NTLA | INTELLIA THERAPEUTICS INC | Equity | 0.29 | 48.71 | 14,033 | 683,547 | 683,547.43 | Health Care | US45826J1051 | NASDAQ | United States | USD |
| BLUE | BLUEBIRD BIO INC | Equity | 0.29 | 42.61 | 15,979 | 680,865 | 680,865.19 | Health Care | US09609G1004 | NASDAQ | United States | USD |
| NSTG | NANOSTRING TECHNOLOGIES INC | Equity | 0.28 | 63.07 | 10,544 | 665,010 | 665,010.08 | Health Care | US63009R1095 | NASDAQ | United States | USD |
| KRTX | KARUNA THERAPEUTICS INC | Equity | 0.25 | 96.70 | 6,169 | 596,542 | 596,542.30 | Health Care | US48576A1007 | NASDAQ | United States | USD |
| GBT | GLOBAL BLOOD THERAPEUTICS INC | Equity | 0.25 | 40.67 | 14,403 | 585,770 | 585,770.01 | Health Care | US37890U1088 | NASDAQ | United States | USD |
| PCRX | PACIRA BIOSCIENCES INC | Equity | 0.24 | 56.70 | 10,086 | 571,876 | 571,876.20 | Health Care | US6951271005 | NASDAQ | United States | USD |
| XNCR | XENCOR INC | Equity | 0.24 | 41.97 | 13,487 | 566,049 | 566,049.39 | Health Care | US98401F1057 | NASDAQ | United States | USD |
| AGIO | AGIOS PHARMACEUTICALS INC | Equity | 0.24 | 33.80 | 16,674 | 563,581 | 563,581.20 | Health Care | US00847X1046 | NASDAQ | United States | USD |
| GRFS | GRIFOLS ADR REPRESENTING ONE NON-V | Equity | 0.24 | 18.59 | 29,864 | 555,172 | 555,171.76 | Health Care | US3984384087 | NASDAQ | Spain | USD |
| KURA | KURA ONCOLOGY INC | Equity | 0.22 | 38.37 | 13,393 | 513,889 | 513,889.41 | Health Care | US50127T1097 | NASDAQ | United States | USD |
| MCRB | SERES THERAPEUTICS INC | Equity | 0.22 | 23.88 | 21,206 | 506,399 | 506,399.28 | Health Care | US81750R1023 | NASDAQ | United States | USD |
| QURE | UNIQURE NV | Equity | 0.21 | 47.62 | 10,416 | 496,010 | 496,009.92 | Health Care | NL0010696654 | NASDAQ | United States | USD |
| YMAB | Y MABS THERAPEUTICS INC | Equity | 0.21 | 50.80 | 9,681 | 491,795 | 491,794.80 | Health Care | US9842411095 | NASDAQ | United States | USD |
| ITCI | INTRA CELLULAR THERAPIES INC | Equity | 0.20 | 24.58 | 18,814 | 462,448 | 462,448.12 | Health Care | US46116X1019 | NASDAQ | United States | USD |
| INO | INOVIO PHARMACEUTICALS INC | Equity | 0.19 | 11.43 | 40,049 | 457,760 | 457,760.07 | Health Care | US45773H2013 | NASDAQ | United States | USD |
| IRWD | IRONWOOD PHARMA INC CLASS A | Equity | 0.19 | 11.88 | 37,643 | 447,199 | 447,198.84 | Health Care | US46333X1081 | NASDAQ | United States | USD |
| AUPH | AURINIA PHARMACEUTICALS INC | Equity | 0.19 | 14.45 | 30,889 | 446,346 | 446,346.05 | Health Care | CA05156V1022 | NASDAQ | Canada | USD |
| AXNX | AXONICS MODULATION TECHNOLOGIES IN | Equity | 0.19 | 45.80 | 9,603 | 439,817 | 439,817.40 | Health Care | US05465P1012 | NASDAQ | United States | USD |
| DRNA | DICERNA PHARMACEUTICALS INC | Equity | 0.18 | 24.16 | 17,867 | 431,667 | 431,666.72 | Health Care | US2530311081 | NASDAQ | United States | USD |
| AMRN | AMARIN ADR REPRESENTING PLC | Equity | 0.18 | 4.60 | 93,071 | 428,127 | 428,126.60 | Health Care | US0231112063 | NASDAQ | Ireland | USD |
| ATRA | ATARA BIOTHERAPEUTICS INC | Equity | 0.18 | 23.09 | 18,244 | 421,254 | 421,253.96 | Health Care | US0465131078 | NASDAQ | United States | USD |
| STOK | STOKE THERAPEUTICS INC | Equity | 0.17 | 50.28 | 8,078 | 406,162 | 406,161.84 | Health Care | US86150R1077 | NASDAQ | United States | USD |
| GMAB | GENMAB SPONSORED ADR | Equity | 0.17 | 38.35 | 10,530 | 403,826 | 403,825.50 | Health Care | US3723032062 | NASDAQ | Denmark | USD |
| NGM | NGM BIOPHARMACEUTICALS INC | Equity | 0.17 | 24.45 | 16,500 | 403,425 | 403,425.00 | Health Care | US62921N1054 | NASDAQ | United States | USD |
| RVNC | REVANCE THERAPEUTICS INC | Equity | 0.16 | 23.90 | 15,452 | 369,303 | 369,302.80 | Health Care | US7613301099 | NASDAQ | United States | USD |
| SRRK | SCHOLAR ROCK HOLDING CORP | Equity | 0.15 | 45.33 | 7,999 | 362,595 | 362,594.67 | Health Care | US80706P1030 | NASDAQ | United States | USD |
| RGNX | REGENXBIO INC | Equity | 0.15 | 38.93 | 9,201 | 358,195 | 358,194.93 | Health Care | US75901B1070 | NASDAQ | United States | USD |
| TBIO | TRANSLATE BIO INC | Equity | 0.15 | 20.85 | 17,137 | 357,306 | 357,306.45 | Health Care | US89374L1044 | NASDAQ | United States | USD |
| LGND | LIGAND PHARMACEUTICALS INC | Equity | 0.15 | 90.25 | 3,926 | 354,322 | 354,321.50 | Health Care | US53220K5048 | NASDAQ | United States | USD |
| PGEN | PRECIGEN INC | Equity | 0.15 | 8.33 | 42,459 | 353,683 | 353,683.47 | Health Care | US74017N1054 | NASDAQ | United States | USD |
| CYTK | CYTOKINETICS INC | Equity | 0.15 | 20.47 | 17,053 | 349,075 | 349,074.91 | Health Care | US23282W6057 | NASDAQ | United States | USD |
| QTRX | QUANTERIX CORP | Equity | 0.15 | 44.58 | 7,730 | 344,603 | 344,603.40 | Health Care | US74766Q1013 | NASDAQ | United States | USD |
| SGMO | SANGAMO THERAPEUTICS INC | Equity | 0.14 | 10.23 | 33,085 | 338,460 | 338,459.55 | Health Care | US8006771062 | NASDAQ | United States | USD |
| HCM | HUTCHISON CHINA MEDITECH ADR REPRE | Equity | 0.14 | 28.46 | 11,631 | 331,018 | 331,018.26 | Health Care | US44842L1035 | NASDAQ | China | USD |
| PSNL | PERSONALIS INC | Equity | 0.14 | 36.79 | 8,878 | 326,622 | 326,621.62 | Health Care | US71535D1063 | NASDAQ | United States | USD |
| MYGN | MYRIAD GENETICS INC | Equity | 0.14 | 18.65 | 17,241 | 321,545 | 321,544.65 | Health Care | US62855J1043 | NASDAQ | United States | USD |
| CHRS | COHERUS BIOSCIENCES INC | Equity | 0.14 | 18.26 | 17,455 | 318,728 | 318,728.30 | Health Care | US19249H1032 | NASDAQ | United States | USD |
| TVTX | TRAVERE THERAPEUTICS INC | Equity | 0.13 | 25.05 | 12,316 | 308,516 | 308,515.80 | Health Care | US89422G1076 | NASDAQ | United States | USD |
| ADVM | ADVERUM BIOTECHNOLOGIES INC | Equity | 0.13 | 12.82 | 23,597 | 302,514 | 302,513.54 | Health Care | US00773U1088 | NASDAQ | United States | USD |
| CERS | CERUS CORP | Equity | 0.13 | 7.46 | 39,740 | 296,460 | 296,460.40 | Health Care | US1570851014 | NASDAQ | United States | USD |
| BCRX | BIOCRYST PHARMACEUTICALS INC | Equity | 0.12 | 7.26 | 40,304 | 292,607 | 292,607.04 | Health Care | US09058V1035 | NASDAQ | United States | USD |
| ALEC | ALECTOR INC | Equity | 0.12 | 14.86 | 19,424 | 288,641 | 288,640.64 | Health Care | US0144421072 | NASDAQ | United States | USD |
| RYTM | RHYTHM PHARMACEUTICALS INC | Equity | 0.12 | 28.27 | 10,125 | 286,234 | 286,233.75 | Health Care | US76243J1051 | NASDAQ | United States | USD |
| MGNX | MACROGENICS INC | Equity | 0.12 | 22.50 | 12,706 | 285,885 | 285,885.00 | Health Care | US5560991094 | NASDAQ | United States | USD |
| EPZM | EPIZYME INC | Equity | 0.12 | 12.10 | 23,467 | 283,951 | 283,950.70 | Health Care | US29428V1044 | NASDAQ | United States | USD |
| ENDP | ENDO INTERNATIONAL PLC | Equity | 0.12 | 5.27 | 53,365 | 281,234 | 281,233.55 | Health Care | IE00BJ3V9050 | NASDAQ | United States | USD |
| ATNX | ATHENEX INC | Equity | 0.12 | 12.13 | 22,693 | 275,266 | 275,266.09 | Health Care | US04685N1037 | NASDAQ | United States | USD |
| ZGNX | ZOGENIX INC | Equity | 0.12 | 20.95 | 13,125 | 274,969 | 274,968.75 | Health Care | US98978L2043 | NASDAQ | United States | USD |
| LMNX | LUMINEX CORP | Equity | 0.12 | 23.57 | 11,493 | 270,890 | 270,890.01 | Health Care | US55027E1029 | NASDAQ | United States | USD |
| SUPN | SUPERNUS PHARMACEUTICALS INC | Equity | 0.11 | 21.97 | 12,116 | 266,189 | 266,188.52 | Health Care | US8684591089 | NASDAQ | United States | USD |
| TBPH | THERAVANCE BIOPHARMA INC | Equity | 0.11 | 18.04 | 14,658 | 264,430 | 264,430.32 | Health Care | KYG8807B1068 | NASDAQ | United States | USD |
| KPTI | KARYOPHARM THERAPEUTICS INC | Equity | 0.11 | 15.39 | 17,092 | 263,046 | 263,045.88 | Health Care | US48576U1060 | NASDAQ | United States | USD |
| CSTL | CASTLE BIOSCIENCES INC | Equity | 0.11 | 58.05 | 4,495 | 260,935 | 260,934.75 | Health Care | US14843C1053 | NASDAQ | United States | USD |
| IMGN | IMMUNOGEN INC | Equity | 0.11 | 6.08 | 42,442 | 258,047 | 258,047.36 | Health Care | US45253H1014 | NASDAQ | United States | USD |
| ICPT | INTERCEPT PHARMACEUTICALS INC | Equity | 0.11 | 33.30 | 7,712 | 256,810 | 256,809.60 | Health Care | US45845P1084 | NASDAQ | United States | USD |
| ARVN | ARVINAS INC | Equity | 0.11 | 28.48 | 8,979 | 255,722 | 255,721.92 | Health Care | US04335A1051 | NASDAQ | United States | USD |
| INVA | INNOVIVA INC | Equity | 0.10 | 10.41 | 23,338 | 242,949 | 242,948.58 | Health Care | US45781M1018 | NASDAQ | United States | USD |
| CGEN | COMPUGEN LTD | Equity | 0.10 | 12.57 | 19,046 | 239,408 | 239,408.22 | Health Care | IL0010852080 | NASDAQ | Israel | USD |
| AKRO | AKERO THERAPEUTICS INC | Equity | 0.10 | 29.11 | 7,955 | 231,570 | 231,570.05 | Health Care | US00973Y1082 | NASDAQ | United States | USD |
| ENTA | ENANTA PHARMACEUTICALS INC | Equity | 0.09 | 42.51 | 5,040 | 214,250 | 214,250.40 | Health Care | US29251M1062 | NASDAQ | United States | USD |
| PTGX | PROTAGONIST THERAPEUTICS INC | Equity | 0.09 | 23.44 | 9,133 | 214,078 | 214,077.52 | Health Care | US74366E1029 | NASDAQ | United States | USD |
| GLPG | GALAPAGOS ADR REPRESENTING NV | Equity | 0.09 | 118.12 | 1,761 | 208,009 | 208,009.32 | Health Care | US36315X1019 | NASDAQ | Belgium | USD |
| OMER | OMEROS CORP | Equity | 0.09 | 14.30 | 14,467 | 206,878 | 206,878.10 | Health Care | US6821431029 | NASDAQ | United States | USD |
| AMPH | AMPHASTAR PHARMACEUTICALS INC | Equity | 0.09 | 18.89 | 10,830 | 204,579 | 204,578.70 | Health Care | US03209R1032 | NASDAQ | United States | USD |
| PETQ | PETIQ INC CLASS A | Equity | 0.08 | 31.72 | 6,088 | 193,111 | 193,111.36 | Health Care | US71639T1060 | NASDAQ | United States | USD |
| ESPR | ESPERION THERAPEUTICS INC | Equity | 0.08 | 29.33 | 6,287 | 184,398 | 184,397.71 | Health Care | US29664W1053 | NASDAQ | United States | USD |
| SPPI | SPECTRUM PHARMACEUTICALS INC | Equity | 0.08 | 4.69 | 37,773 | 177,155 | 177,155.37 | Health Care | US84763A1088 | NASDAQ | United States | USD |
| AMRS | AMYRIS INC | Equity | 0.07 | 3.09 | 57,039 | 176,251 | 176,250.51 | Materials | US03236M2008 | NASDAQ | United States | USD |
| VNDA | VANDA PHARMACEUTICALS INC | Equity | 0.07 | 13.38 | 12,397 | 165,872 | 165,871.86 | Health Care | US9216591084 | NASDAQ | United States | USD |
| GOSS | GOSSAMER BIO INC | Equity | 0.07 | 9.25 | 17,665 | 163,401 | 163,401.25 | Health Care | US38341P1021 | NASDAQ | United States | USD |
| GTHX | G1 THERAPEUTICS INC | Equity | 0.07 | 18.79 | 8,689 | 163,266 | 163,266.31 | Health Care | US3621LQ1099 | NASDAQ | United States | USD |
| MNKD | MANNKIND CORP | Equity | 0.07 | 2.82 | 57,520 | 162,206 | 162,206.40 | Health Care | US56400P7069 | NASDAQ | United States | USD |
| CARA | CARA THERAPEUTICS INC | Equity | 0.07 | 14.84 | 10,821 | 160,584 | 160,583.64 | Health Care | US1407551092 | NASDAQ | United States | USD |
| RDUS | RADIUS HEALTH INC | Equity | 0.06 | 14.17 | 10,698 | 151,591 | 151,590.66 | Health Care | US7504692077 | NASDAQ | United States | USD |
| COLL | COLLEGIUM PHARMACEUTICAL INC | Equity | 0.06 | 18.95 | 7,818 | 148,190 | 148,190.19 | Health Care | US19459J1043 | NASDAQ | United States | USD |
| ANAB | ANAPTYSBIO INC | Equity | 0.06 | 23.53 | 6,281 | 147,792 | 147,791.93 | Health Care | US0327241065 | NASDAQ | United States | USD |
| EGRX | EAGLE PHARMACEUTICALS INC | Equity | 0.06 | 46.82 | 3,138 | 146,921 | 146,921.16 | Health Care | US2697961082 | NASDAQ | United States | USD |
| RUBY | RUBIUS THERAPEUTICS INC | Equity | 0.06 | 7.71 | 18,573 | 143,198 | 143,197.83 | Health Care | US78116T1034 | NASDAQ | United States | USD |
| AFMD | AFFIMED NV | Equity | 0.06 | 6.16 | 22,836 | 140,670 | 140,669.76 | Health Care | NL0010872420 | NASDAQ | Germany | USD |
| USD | USD CASH | Cash | 0.06 | 100.00 | 138,605 | 138,605 | 138,604.86 | Cash and/or Derivatives | - | - | United States | USD |
| AERI | AERIE PHARMACEUTICALS INC | Equity | 0.05 | 12.05 | 10,685 | 128,754 | 128,754.25 | Health Care | US00771V1089 | NASDAQ | United States | USD |
| ARDX | ARDELYX INC | Equity | 0.05 | 5.89 | 21,678 | 127,683 | 127,683.42 | Health Care | US0396971071 | NASDAQ | United States | USD |
| RIGL | RIGEL PHARMACEUTICALS INC | Equity | 0.05 | 3.12 | 40,872 | 127,521 | 127,520.64 | Health Care | US7665596034 | NASDAQ | United States | USD |
| SIGA | SIGA TECHNOLOGIES INC | Equity | 0.05 | 6.99 | 17,885 | 125,016 | 125,016.15 | Health Care | US8269171067 | NASDAQ | United States | USD |
| FLXN | FLEXION THERAPEUTICS INC | Equity | 0.05 | 11.21 | 11,115 | 124,599 | 124,599.15 | Health Care | US33938J1060 | NASDAQ | United States | USD |
| XBIT | XBIOTECH INC | Equity | 0.05 | 18.35 | 6,739 | 123,661 | 123,660.65 | Health Care | CA98400H1029 | NASDAQ | United States | USD |
| GERN | GERON CORP | Equity | 0.05 | 1.72 | 71,592 | 123,138 | 123,138.24 | Health Care | US3741631036 | NASDAQ | United States | USD |
| PRTA | PROTHENA PLC | Equity | 0.05 | 11.47 | 10,254 | 117,613 | 117,613.38 | Health Care | IE00B91XRN20 | NASDAQ | United States | USD |
| CBAY | CYMABAY THERAPEUTICS INC | Equity | 0.05 | 6.84 | 17,022 | 116,430 | 116,430.48 | Health Care | US23257D1037 | NASDAQ | United States | USD |
| CLLS | CELLECTIS ADR REPRESENTING SA | Equity | 0.05 | 27.74 | 3,992 | 110,738 | 110,738.08 | Health Care | US15117K1034 | NASDAQ | France | USD |
| MGTX | MEIRAGTX HOLDINGS PLC | Equity | 0.05 | 12.80 | 8,439 | 108,019 | 108,019.20 | Health Care | KYG596651029 | NASDAQ | United States | USD |
| BCEL | ATRECA INC CLASS A | Equity | 0.05 | 15.68 | 6,771 | 106,169 | 106,169.28 | Health Care | US04965G1094 | NASDAQ | United States | USD |
| URGN | UROGEN PHARMA LTD | Equity | 0.04 | 18.31 | 5,722 | 104,770 | 104,769.82 | Health Care | IL0011407140 | NASDAQ | Israel | USD |
| AVRO | AVROBIO INC | Equity | 0.04 | 12.82 | 8,131 | 104,239 | 104,239.42 | Health Care | US05455M1009 | NASDAQ | United States | USD |
| SYRS | SYROS PHARMACEUTICALS INC | Equity | 0.04 | 9.82 | 9,937 | 97,581 | 97,581.34 | Health Care | US87184Q1076 | NASDAQ | United States | USD |
| OSMT | OSMOTICA PHARMACEUTICALS PLC | Equity | 0.04 | 5.89 | 16,514 | 97,267 | 97,267.46 | Health Care | IE00BF2HDL56 | NASDAQ | United States | USD |
| BDSI | BIODELIVERY SCIENCES INTERNATIONAL | Equity | 0.04 | 4.24 | 22,826 | 96,782 | 96,782.24 | Health Care | US09060J1060 | NASDAQ | United States | USD |
| PBYI | PUMA BIOTECHNOLOGY INC | Equity | 0.04 | 10.56 | 8,968 | 94,702 | 94,702.08 | Health Care | US74587V1070 | NASDAQ | United States | USD |
| AKBA | AKEBIA THERAPEUTICS INC | Equity | 0.04 | 2.81 | 32,989 | 92,864 | 92,864.04 | Health Care | US00972D1054 | NASDAQ | United States | USD |
| FIXX | HOMOLOGY MEDICINES INC | Equity | 0.04 | 8.92 | 10,229 | 91,243 | 91,242.68 | Health Care | US4380831077 | NASDAQ | United States | USD |
| WVE | WAVE LIFE SCIENCES LTD | Equity | 0.04 | 8.61 | 10,569 | 90,999 | 90,999.09 | Health Care | SG9999014716 | NASDAQ | United States | USD |
| ANIP | ANI PHARMACEUTICALS INC | Equity | 0.04 | 30.57 | 2,827 | 86,421 | 86,421.39 | Health Care | US00182C1036 | NASDAQ | United States | USD |
| MGTA | MAGENTA THERAPEUTICS INC | Equity | 0.04 | 7.39 | 11,672 | 86,256 | 86,256.08 | Health Care | US55910K1088 | NASDAQ | United States | USD |
| DTIL | PRECISION BIOSCIENCES INC | Equity | 0.04 | 7.09 | 11,775 | 83,485 | 83,484.75 | Health Care | US74019P1084 | NASDAQ | United States | USD |
| ACIU | AC IMMUNE SA | Equity | 0.03 | 4.91 | 16,726 | 82,125 | 82,124.66 | Health Care | CH0329023102 | NASDAQ | Switzerland | USD |
| PRVL | PREVAIL THERAPEUTICS INC | Equity | 0.03 | 10.46 | 7,836 | 81,965 | 81,964.56 | Health Care | US74140Y1010 | NASDAQ | United States | USD |
| CTMX | CYTOMX THERAPEUTICS INC | Equity | 0.03 | 7.19 | 11,143 | 80,118 | 80,118.17 | Health Care | US23284F1057 | NASDAQ | United States | USD |
| AGLE | AEGLEA BIOTHERAPEUTICS INC | Equity | 0.03 | 7.68 | 10,379 | 79,711 | 79,710.72 | Health Care | US00773J1034 | NASDAQ | United States | USD |
| PDLI | PDL BIOPHARMA INC | Equity | 0.03 | 2.45 | 32,031 | 78,476 | 78,475.95 | Health Care | US69329Y1047 | NASDAQ | United States | USD |
| TCDA | TRICIDA INC | Equity | 0.03 | 6.68 | 11,509 | 76,880 | 76,880.12 | Health Care | US89610F1012 | NASDAQ | United States | USD |
| VYGR | VOYAGER THERAPEUTICS INC | Equity | 0.03 | 7.89 | 9,426 | 74,371 | 74,371.14 | Health Care | US92915B1061 | NASDAQ | United States | USD |
| TXMD | THERAPEUTICSMD INC | Equity | 0.03 | 1.16 | 62,965 | 73,039 | 73,039.40 | Health Care | US88338N1072 | NASDAQ | United States | USD |
| AUTL | AUTOLUS THERAPEUTICS ADR PLC | Equity | 0.03 | 9.27 | 7,862 | 72,881 | 72,880.74 | Health Care | US05280R1005 | NASDAQ | United Kingdom | USD |
| LXRX | LEXICON PHARMACEUTICALS INC | Equity | 0.03 | 2.90 | 24,531 | 71,140 | 71,139.90 | Health Care | US5288723027 | NASDAQ | United States | USD |
| EIGR | EIGER BIOPHARMACEUTICALS INC | Equity | 0.03 | 8.76 | 7,862 | 68,871 | 68,871.12 | Health Care | US28249U1051 | NASDAQ | United States | USD |
| CHMA | CHIASMA INC | Equity | 0.03 | 4.58 | 14,247 | 65,251 | 65,251.26 | Health Care | US16706W1027 | NASDAQ | United States | USD |
| UBX | UNITY BIOTECHNOLOGY INC | Equity | 0.03 | 6.15 | 10,379 | 63,831 | 63,830.85 | Health Care | US91381U1016 | NASDAQ | United States | USD |
| ACET | ADICET BIO INC | Equity | 0.02 | 12.87 | 4,427 | 56,975 | 56,975.49 | Health Care | US0070021086 | NASDAQ | United States | USD |
| ORTX | ORCHARD THERAPEUTICS ADR PLC | Equity | 0.02 | 4.21 | 13,007 | 54,759 | 54,759.47 | Health Care | US68570P1012 | NASDAQ | United Kingdom | USD |
| OPTN | OPTINOSE INC | Equity | 0.02 | 4.44 | 11,183 | 49,653 | 49,652.52 | Health Care | US68404V1008 | NASDAQ | United States | USD |
| ASMB | ASSEMBLY BIOSCIENCES INC | Equity | 0.02 | 6.01 | 7,831 | 47,064 | 47,064.31 | Health Care | US0453961080 | NASDAQ | United States | USD |
| ADMA | ADMA BIOLOGICS INC | Equity | 0.02 | 2.22 | 21,162 | 46,980 | 46,979.64 | Health Care | US0008991046 | NASDAQ | United States | USD |
| XERS | XERIS PHARMACEUTICALS INC | Equity | 0.02 | 4.03 | 11,656 | 46,974 | 46,973.68 | Health Care | US98422L1070 | NASDAQ | United States | USD |
| PRQR | PROQR THERAPEUTICS NV | Equity | 0.02 | 3.71 | 12,647 | 46,920 | 46,920.37 | Health Care | NL0010872495 | NASDAQ | Netherlands | USD |
| SLDB | SOLID BIOSCIENCES INC | Equity | 0.02 | 3.63 | 11,764 | 42,703 | 42,703.32 | Health Care | US83422E1055 | NASDAQ | United States | USD |
| GBP | GBP CASH | Cash | 0.02 | 133.95 | 30,318 | 40,612 | 40,611.55 | Cash and/or Derivatives | - | - | United Kingdom | GBP |
| GLYC | GLYCOMIMETICS INC | Equity | 0.02 | 3.50 | 10,943 | 38,301 | 38,300.50 | Health Care | US38000Q1022 | NASDAQ | United States | USD |
| EOLS | EVOLUS INC | Equity | 0.01 | 3.65 | 8,750 | 31,938 | 31,937.50 | Health Care | US30052C1071 | NASDAQ | United States | USD |
| GRTS | GRITSTONE ONCOLOGY INC | Equity | 0.01 | 2.92 | 8,379 | 24,467 | 24,466.68 | Health Care | US39868T1051 | NASDAQ | United States | USD |
| CRBP | CORBUS PHARMACEUTICALS HOLDINGS IN | Equity | 0.01 | 1.34 | 17,282 | 23,071 | 23,071.47 | Health Care | US21833P1030 | NASDAQ | United States | USD |
| EYPT | EYEPOINT PHARMACEUTICALS INC | Equity | 0.01 | 4.49 | 2,801 | 12,576 | 12,576.49 | Health Care | US30233G2093 | NASDAQ | United States | USD |
| - | ADICET BIO INC CVR | Equity | 0.00 | 2.07 | 1,020 | 2,113 | 2,113.44 | Health Care | US761CVR0260 | - | United States | USD |
Es el Ishares NASDAQ US BIOTECHNOLOGY UCITS ETF
No sé si llevará suficiente dinamita. Es contratable en Bankinter.
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Finalmente he encontrado el perfil de empresa que buscaba en el sector y he entrado con un poco, “tracking position” que le llaman los anglosajones.
Cuando no sabes quien va a ser la ganadora del sector, invierte en la que suministra picos y palas… si a alguien le interesa abriré un hilo de la empresa.
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A mi me interesa saber algo más de las biotecnológicas. Tuve Gilead y la acabé vendiendo porque nunca llegué a entenderla.
El sector es complicado y hay muchas empresas potencialmente disruptoras, pero es un sector complejo especialmente para los outsiders como un servidor, además que muchas empresas dependen de proyectos/investigaciones concretas, por eso lo de invertir en picos y palas de este sector.
Un ejemplo, en la carrera de la vacuna para el covid19, muchas empresas han estado trabajando y son Pfizer y Moderna las que primero se empiezan a comercializar (rusas y chinas aparte), eso era difícil de prever, evidentemente. Bien, esta empresa se encarga, entre otras cosas, del almacenaje y transporte de las vacunas (la de Pfizer debe almacenarse a -70ºC, además de la temperatura se tiene que proteger de posibles contaminantes, golpes, etc.), este es un ejemplo de picos y palas al que me refiero.
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Buena cartera. En las farmaceuticas geneticas esta el futuro de la medicina, yo tambien ando detras del ARKG. El ser un ETF amortigua la volatilidad. Aunque el sector se fuera al infinito, calculo que en los proximos 10 años el 50% de ellas quebrara, por eso entrar en 1 compañia en particular es una ruleta rusa.
Me choca mucho Pharmamar. Jamas meteria 1€ en ella. Lleva desde hace 15 años ya apoyandose en YONDELIS, incluso antes de q nadie apoyara el farmaco. Me parece la tipica empresa que juega con los accionistas al cuento de la lechera. El que el presidente sea el hermano del expresidente sinverguenza de PESCANOVA tampoco ayuda, la verdad.
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Sí, los ETF’s para ciertos sectores como las empresas relacionadas con tecnología genética estos ETF son la mejor opción en mi opinión, apostar por una empresa en concreto está cercano a la ruleta rusa.
Pharmamar es quizá la apuesta más especulativa con un peso importante en cartera. Tenemos alguna más pero pesa muy poco. La tesis es que las probabilidades de que el Zepzelca sea aprobado son muy altas, de hecho el distribuidor en EEUU ( el medicamento tiene la aprobación provisional) está en máximos anuales. Bankinter por ejemplo le da un valor de 90 euros y cotiza ahora a 77 aprox.
Su cotización en el más corto plazo va a depender de la decisión que tome la FDA respecto al Zepzelca. Podría aprobarlo, pero bajo ciertos condicionantes que supusieran gastos enormes para Pharmamar en forma de ensayos carísimos con pacientes. Veremos. Además tiene dos balas en la recámara con el Aplidin como antiviral y un fármaco para tratamiento del ojo seco que podrían ser ambos súper ventas, aunque esto sea más soñar que otra cosa. Tiene caja neta y ahora mismo no está cara, claro que la alta incertidumbre actual en cuanto a ingresos y gastos futuros hace que valorarla sea un ejercicio de Fe.
Entiendo que sea una empresa denostada por su historial. Pero tampoco me parece bien la animadversión generalizada hacia la única empresa española que ha conseguido que le aprueben un medicamento antitumoral que lleva comercializando además con éxito unos años ( ya sé que no es un súperventas), eso es jugar en Champions, tiene muchísimo mérito. Además tiene otro aprobado con carácter provisional y un tercero autorizado en Australia. Esto es un hito científico, como ciudadanos tendríamos que aplaudir con las orejas al equipo de esta empresa, como accionistas ya es otro cantar.
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Me he unido a los partícipes de Kaldi, con la promesa de que cuando pase el Covid, con las pingües comisiones, nos invitarán a todos a un Arroz con Bogavante en la playa de Benicàssim.
Bromas aparte, le deseo mucho éxito al gestor, y me gusta que apueste duro por las Biofarmas.
¿Cómo ves Gilead, @jmpesudo?? Yo la llevé unos años, pero me cansé de no ganar dinero…
A mí me pasó igual. Las grandes farmas no las sigo mucho, en su día vi que aumentaban más la deuda que el beneficio. Son como fondos de inversión pero endeudados. Además van a sufrir dura competencia de las biotech, las reglas de juego han cambiado también para las grandes farmas. No digo que sean mala inversión, el sector me gusta y no creo que lleguen a quebrar, pero cada vez hacen compras más caras y la competencia va a arreciar en forma de genéricos, bajadas de precios por presiones regulatorias y avances de las biotech. Lo que pasa es que prefiero invertir el tiempo buscando o analizando otro tipo de empresas. Algo bueno que tenía Gilead era su experiencia en realizar ensayos clínicos con terapias novedosas. Esto es muy importante, a veces un medicamento es rechazado porque se ha diseñado mal un ensayo. Acabo de mirar la cotización y muy bien no le va, debe haber tenido problemas con algún medicamento. No todas las penas son para Pharmamar!.
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Mírate la empresa suiza HBM Healthcare (HBMN). Empresón!. En el último número de la revista buscando valor colgué un análisis. Aunque es una empresa actúa como un fondo.
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Imagino que los que contratais los ETFs de ARK lo haceis a traves de IB, correcto?
Hola Jm no la conocía y acabo de darle un vistazo, tiene muy buena pinta.
Las empresas suizas suelen estar muy bien gestionadas, por contra son muy reacios a tener reuniones con gestores. Es extraño, es con el único área geográfica que tenemos problemas a la hora de tener reuniones con el Management.
Por otro lado tengo dos dudas:
Como gestor del fondo te retienen en origen un 15% en vez de 35%, correcto? Al ser un fondo ucits con todo regularizado, sería lo estándar.
Por otro lado, la filial en las Islas Caimán… no te genera dudas?
Gracias de antemano y feliz año!
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La llevamos en Kaldi??
Nada menos que el 40% de la capitalizacion de HBMN.
Insiders con paquetes significativos de acciones.
Pero el particular tiene que soportar el 35% de retención en origen.
Acceso al preIPO market en pharma y biotech…como pocas.
Me suena muy bien, como mínimo merece una investigación. Gracias Quixote
En un fondo si no me equivoco la retención estándar será del 15%, en eso es de los pocos aspectos que tenemos ventaja.
La llevamos en KALDI es de las mayores posiciones. Las Islas Caimán son territorio británico, como Gibraltar. Muchas empresas extranjeras que cotizan en EEUU (con estructuras ADR ) tienen allí su sede. Es una parte muy importante de la economía de la isla, no parece haber riesgo regulatorio o separatista en un horizonte cercano. Preferiría que cotizara en Suiza pero financieramente tiene sentido que cotice en las Caimán. Como dato curioso el fundador de la empresa hizo su tesis doctoral del mercado financiero venezolano y conocía muy bien la operativa de la zona. En cuanto a la retención la teoría es la que comenta Carlos, pero en la práctica deben tener como asesor a Emilio Gómez y aplican el lonchafinismo fiscal. El accionista recibe dinero pero vía reducción de nominal, he aquí la demostración práctica vía información privilegiada que poseo
De momento lo han hecho muy bien, pero es verdad que una gran parte del éxito se lo deben a una inversión en una empresa china ( Cathay biotech). En ese país tienen bastantes activos y todos sabemos que no es fácil repatriar el dinero. Como toda empresa tiene sus virtudes y sus problemas. A mí me encanta el sector, a nivel management de momento lo han hecho muy bien ( nivel de adquisiciones pre-ipo y lonchafinismo fiscal) y aunque no está barata, la intención es mantener la empresa mucho tiempo esperando que vaya componiendo valor.
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Muy interesante,gracias @jmpesudo .
Las performance fees que pasa el management ,es lo normal…afecta mucho?