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Crucell Terug naar discussie overzicht

Crucell verlaagt naar neutral van buy UBS

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  1. aossa 21 augustus 2009 11:16
    From over the watere...

    Re: UBS Downgrade of Crucell

    Then consider this: big volume day, big drop in price, but no excess of sellers. Somebody is accumulating CRXL, and at these prices, who wouldn't, if they had some bucks to spend. Despite actual, or perceived, disappointing performance/news that supposedly is the rationale for the ratings change and ultimately for the drop in PPS, UBS actually raised its EOY estimate, and SNS maintained its forecast at 22.50 EUR. Ask yourself, who benefits from these big price drops following the rating changes at ING and UBS? Answer, anyone who has been waiting for a lower entry point to pick up a large chunk of CRXL on the cheap. Is it possible tha tING could change their rating from hold to sell, and at the same time be prepared to make big purchases for their best customers??? You bet it's possible! Oversold and ready to jump back.

    www.investorvillage.com/smbd.asp?mb=2...

    Re: UBS Downgrade of Crucell
    It seems the analysts were disappointed in the UNICEF contract amount. Also, news yesterday from a rival, Panacea, indicated that some of the business the analysts thought might go to Crucell, will likely go to Panacea. So, their growth projections for Quinvaxem have been affected.

    IMO, this is short sighted. Crucell has a pipeline that should one day generate billions in revenue. Unlike other speculative biotech microcaps, though, they can generate their own funding with Quinvaxem. So long as the company is marginally profitable now, it doesn't really matter to me if Quinvaxem doesn't show good growth. Crucell growth will come from other products. In the meantime I don't have to sweat repeated dilutions thru increasingly desperate attempts to raise funds, like with most other development stage biotech companies.

    Patience is our friend.
    www.investorvillage.com/smbd.asp?mb=2...
  2. aossa 21 augustus 2009 11:21
    With some from persaezes (flosz alter ego?)

    Re: UBS Downgrade of Crucell
    UBS price target from 19 to 17 euro.
    www.iex.nl/forum/topic.asp?forum=228&...
    www.mysmartrend.com/briefs.asp?storyt...

    Iris(Rabobank) downgrades Crucell from hold to sell.
    www.iex.nl/forum/topic.asp?forum=228&...

    Panacea Biotec has been importing DTP and Hib vaccine bulks from Novartis, and has developed a liquid pentavalent vaccine that is approved for marketing in India by the Indian Drugs Controller General. This formulation is similar to that used in another product using the Novartis bulks, that produced by Berna Biotech Korea Corp., using their own hepatitis B vaccine and Novartis’s DTP and Hib vaccines, also in a liquid formulation. The latter product is now prequalified and offered for sale on the global market; however, Panacea’s agreement restricts the sale of their product to the Indian market.
    tinyurl.com/n22m2x
    P.8.

    2008:
    Panacea Biotec has received WHO prequalification for its fully liquid innovative combination Pentavalent vaccine,
    EasyFive* against five deadly infectious diseases (DTwP+ Hep B+ Hib) of early childhood.
    www.iex.nl/Forum/topic.asp?forum=228&...

    August 12, 2008:
    Panacea Biotec bags Award (USD 34. 2 million) for Pentavalent Vaccine, EasyFive* from UNICEF
    Close on heels of receiving WHO pre-qualification in July’08, vaccine major Panacea Biotec has received an Award Notification
    for supply of its Pentavalent vaccine- EasyFive, for years 2008 & 2009. The total value of the award is USD 34.2 million (around
    Rs. 143 crores). EasyFive is world’s first fully liquid pentavalent vaccine introduced in India, which immunizes children
    against five dreadful diseases (DTwP+ Hep B+ Hib) of early childhood.
    EasyFive is also India’s first fully liquid pentavalent vaccine pre-qualified by WHO in July this year. With this achievement,
    Panacea Biotec becomes the first company in India to get this award from UNICEF for its fully liquid pentavalent vaccine.
    Pentavalent vaccines are used by UN agencies (UNICEF, PAHO etc.) to vaccinate & save precious lives of millions of children
    in the developing world. The Indian Government also has plans to include pentavalent vaccines in its Expanded Program of
    Immunization.
    EasyFive offers a befitting solution to overcome complexity of childhood vaccination program. With the introduction of EasyFive,
    the vaccination rates are likely to be increased and will make parents more willing to let children get all the shots they need in
    one visit, rather than scheduling multiple appointments, thus avoiding late vaccinations.
    www.panacea-biotec.com/press_releases...

    August 19, 2009:
    EasyFive* Injects Cheer for Panacea Biotec;
    USD 2 2 2 .3 7 million Award for Panacea Biotec by UNICEF
    India’s 2nd largest biotechnology company and WHO pre-qualified vaccine major Panacea Biotec has received an
    Award Notification for supply of its EasyFive (pentavalent vaccine), from UNICEF for years 2010, 2011 and 2012.
    The total value of the award is USD 222.37 million (over Rs.1067 crores). EasyFive is world’s first fully liquid
    pentavalent vaccine introduced in India by Panacea Biotec in January 2005, which immunizes children against five
    dreadful diseases (Diptheria+ Tetanus+ whole cell Pertussis+ Hepatitis B+ Hemophilus Influenza Type b) of early
    childhood.

    * Easyfive (Pentavalent) vaccine is available in different markets with antigens used from different sources
    i.e . Easyfive in India uses Hib from Novartis Vaccines and is meant for use in Indian market only where as
    Easyfive PQ by WHO uses Hib developed by Panacea Biotec.
    www.panacea-biotec.com/press_releases...
  3. aossa 21 augustus 2009 11:41
    quote:

    Achzonder schreef:

    [quote=wilb52]
    Ja, in mijn volle wijnkelder, met een glaasje Chardonnay Auslese Sekt, goud bekroond , beter dan welke champagne (:->D)
    [/quote]

    Altijd interessant om mensen te zien die zichzelf graag horen.

    :-(
    Wilb doet graag aan 'buikspreken'.
  4. [verwijderd] 21 augustus 2009 12:48
    quote:

    mcking schreef:

    heb toch liever dat die lemmingen verzuipen ;)
    Uit de column van Nico Dijkshoorn (over Marktplaats-adverteerders pesten):

    "Circa 700 Stapelbare kunststof kisten, voor groente, fruit, boeken, aardbeiplanten, appels, peren, tomaten, rommelmarkt, zolderspullen huisraad etc.aangeboden."

    Beste Bruijn, even een vraagje van Nico Dijkshoorn. Ik zie dat je 700 kunststof kisten aanbiedt, maar helaas meld je maar mondjesmaat wat er zoal in kan. Kijk, volstouwen met fruit, boeken of zolderspullen, dat kunnen we allemaal. Dat vind ik zo makkelijk. Mijn vraag is of ik er ook lemmingen in kan doen. Ik zit hier thuis door een ongelukkige samenloop van omstandigheden, met 3000 lemmingen in huis. Dat geeft wat onrust. Mijn vraag is, heb jij een idee hoeveel lemmingen er in 1 kratje passen?

    Om je een idee te geven: enkele jaren geleden kreeg ik, met flink wat aandrukken en de hiel van mijn schoen er in drukken, 90 hamsters in een vergelijkbare krat. Dat was tijdens de actie Hamsters voor Algerije. Als jij mij garandeert dat ik ze er in kan proppen, 3000 lemmingen, dan kom ik morgen even langs. Weet je wat, ik kom gewoon sowieso even langs. Gezellig. Tot morgen!!
  5. Procambarus 21 augustus 2009 12:51
    Zeg Sammie, ondanks jouw preken is de koers toch weer aan het opkrabbelen. Moet ik nu mijn pas verworven religie weer afzweren? In ieder geval stel ik het biechten nog maar even uit!
  6. [verwijderd] 21 augustus 2009 13:11
    Terwijl er mensen zich lopen te verbazen in het optiedraadje en zich afvragen of er molentjes boven op de berg zouden staan, begint het er in het volle leven steeds meer op te lijken dat we de afgelopen dagen toch echt hebben zitten kijken naar een coke-feestje.
  7. aossa 21 augustus 2009 13:21
    Als ik jou was, had ik er gebruik van gemaakt om te schrijven. Sluiten augustus positie kan nog even tot 5 voor twaalf, scheelt weer een slok op de borrel.
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