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Koers Galapagos 2011

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  1. [verwijderd] 9 mei 2011 11:04
    ik verwacht deze week leuk nieuws uit het Galapagos-kamp,het is tenslotte alweer een paar weken terug dat Galapagos met nieuws naar buiten kwam...
    zou mooi zijn als ze met een nieuwe alliantie komen, wellicht met het botmetastase programma(dat zou een leuke entree-fee opleveren voor Galapagos).
    een koers van boven de 11 euro zit er dan wel in, ik wacht het rustig af...

    fijne week
  2. Loureiro 9 mei 2011 16:47
    quote:

    Mo Ney schreef op 9 mei 2011 13:34:

    13:11:06 134 10.17 50,000.00
    Rare bewegingen vandaag bij redelijk hoge omzet : eerst stijgend naar 10,19 en nu terug naar 9,98. What's happening?
  3. [verwijderd] 9 mei 2011 23:16
    De Q1 update op 13 mei wordt maar een mager beestje. Geen milestones, het debacle met de 259 .......
    Er is trouwens iet of wat discutie momenteel over de geloofwaardigheid van onderzoeken uitgevoerd in de oostbloklanden, misschien toch eens alles even herbekijken.

    De eerste resultaten van de 187 (eerste patienten, eerste cyclus van 28 dagen) moeten er ondertussen ook zijn, misschien krijgen we hier een nieuwsflash.
  4. [verwijderd] 10 mei 2011 08:15
    quote:

    hugbu schreef op 9 mei 2011 23:16:

    Er is trouwens iet of wat discutie momenteel over de geloofwaardigheid van onderzoeken uitgevoerd in de oostbloklanden, misschien toch eens alles even herbekijken.

    Leg eens uit.
  5. [verwijderd] 10 mei 2011 10:44
    quote:

    Mo Ney schreef op 10 mei 2011 08:15:

    [...]

    Leg eens uit.
    Uit onderzoek blijkt dat er nogal wat afwijkingen zijn tussen de bereikte resultaten in de VS enerzijds en de resultaten voor een zelfde onderzoek in "overzeese" onderzoekcentra :

    www.fiercebiotech.com/story/are-overs...
  6. aossa 10 mei 2011 11:15
    Is men weer aan het lobbyen, ja ?
    Onafhankelijke onderzoeken zijn het toch !!!!
  7. [verwijderd] 11 mei 2011 08:47
    quote:

    buffalo1 schreef op 11 mei 2011 08:20:

    Wanneer zou fase 2 starten van GLPG0634 moet toch ook in dit kwartaal zijn???of niet?
    Normaal gezien start deze in Q2 2011.
    Zie Company Presentation (laatste pagina)

    www.glpg.com/pdf/GLPG_CompanyPresenta...

    Newsflow Q2 2011
    Start Phase II PoC GLPG0634
    Start Phase I PoM GLPG0778 (vandaag bekend gemaakt)
    Start Phase I PoM GLPG0492
  8. [verwijderd] 11 mei 2011 19:21
    quote:

    ooievaar49 schreef op 11 mei 2011 17:54:

    Geweldig nieuws vandaag. De koers zou meteen een euro gaan stijgen. Je weet toch Mo Ney dat dromen bedrog zijn?

    Willem
    dromen???
  9. [verwijderd] 11 mei 2011 20:48
    Interessante lectuur :

    By Jessica Hall

    NEW YORK | Tue May 10, 2011 7:22pm EDT

    NEW YORK (Reuters) - No biotech company is too big to be bought, at least according to one veteran healthcare executive.

    David Snow, chief executive of Medco Health Solutions (MHS.N), sees major drugmakers needing the growth potential of biotech more than ever. So expect more large deals like Sanofi's (SASY.PA) $20.1 billion purchase of Genzyme, he says.

    That runs counter to what drug executives and bankers are willing to say publicly. They often describe modest deal goals, with price tags under $5 billion, for fear of inflating already lofty valuations.

    "Large brand manufacturers are going to be acquisitive when it comes to biotech companies. You're going to find all the big manufacturers are going to have deep capability in biotech," Snow told the Reuters Health Summit on Tuesday in New York.

    "Literally it's possible for any biotech manufacturer that's a pure play today" to be a takeover target at the moment, Snow said. "You have to become awfully large to be unaffordable -- there's lots of cash, lots of capital out there for acquisitions."

    Pure play biotechs range in value from the likes of Human Genome Sciences Inc (HGSI.O), which has a market capitalization of about $5.2 billion, to Biogen Idec (BIIB.O) at $23.6 billion and Amgen Inc (AMGN.O) at $54 billion.

    Executives from biotechs including Sanofi, Biogen and Celgene (CELG.O) told the Reuters Health Summit they were looking only at small deals or partnerships.

    But Medco has a unique perspective on the pressures the drug industry faces to boost revenues. As a pharmacy benefits manager, or PBM, it administers drug benefits for employers and health plans and also runs an extensive mail-order pharmacy. PBMs profit particularly from low-cost generic medicines rather than branded drugs.

    The risk for drug manufacturers will jump next year, which will be the biggest year for the introduction of generic drugs, Snow said. And he expects biotech drugs to account for 50 percent of the spending his company oversees by 2020, up from 17 percent today.

    THE HUNT FOR GOOD TARGETS

    Sanofi said the acquisition chase is getting more competitive as industry players face the same set of problems.

    "You have to look long and hard to find assets where you can really create value. ... where we have been successful in the past is that we have gone after assets before other people have gone after the same area," Sanofi Chief Executive Chris Viehbacher said.

    Viehbacher said Sanofi was early to target India and Brazil, before takeover valuations got high.

    Viehbacher said that it will focus on deals in the range of 1 billion to 2 billion euros per year. The idea of "bolt-on acquisitions" and small-to-mid-sized deals tends to be the motto for pharmaceutical companies -- even those that eventually pull the trigger on large, mega-deals.

    So far this year, the healthcare industry has seen $84.8 billion in deals worldwide, nearly double the $44.8 billion in the same period last year, according to Thomson Reuters data.

    Biogen said it doubts it will be a takeover target, given its nearly $24 billion market capitalization. It plans to focus its energy on collaborations, licensing or acquisitions of early-stage drugs that are in Phase One or Phase Two trials.

    "Our Phase Two and Phase One pipeline is thinner than it should be. It doesn't mean we have to acquire companies .... we could license them," Chief Executive George Scangos said.

    Biogen may look at areas such as multiple sclerosis, Parkinson's, Alzheimer's and hemophilia.

    GlaxoSmithKline (GSK.L) also said it does not see much value in large deals, but instead it will focus on commercial collaboration and partnerships.

    "On broad, big-scale M&A -- we have been very clear for some time that we don't see a lot of value in that. And there's nothing I've seen since I've got here to change that view," Chief Financial Officer Simon Dingemans said.

    "The M&A strategy remains very consistently smaller scale and bolt-ons that we can integrate into our network and add some value to, rather than paying all that value away to the selling shareholders," Dingemans said.

    GlaxoSmithKline is currently trying to sell its over-the-counter (OTC) business and has gotten interest from other corporations and private equity firms.

    Viehbacher said Sanofi could be a bidder for that over-the-counter business, which markets medicines primarily in Europe and the United States with combined sales of around 500 million pounds ($797 million).

    Meanwhile, AstraZeneca (AZN.L) said it would look at small deals, but has no plans for large, transformational acquisitions.

    "I don't think we would engage in any deal-making activity to create additional scale ... we are of sufficient scale to compete globally and so we would look at deals in the context of product opportunities, licenses, intellectual property, patents," AstraZeneca's Chief Executive David Brennan said.

    "Our view on the acquisition front is where we are looking to bring in small opportunities. I don't know what that is, but we are not looking to do big, big deals. I think we're looking to improve the quality and strength of our pipeline and try to get a few more products into the market," Brennan said.

  10. Loureiro 11 mei 2011 22:01
    quote:

    hugbu schreef op 11 mei 2011 18:35:

    Was in feite geen nieuws, staat al op

    clinicaltrials.gov/ct2/results?term=glpg

    sedert 20 april.
    Daar het risico van een belegging in GLPG groter wordt tgv de stopzetting van de samenwerking met Merck en de teleurstellende resultaten van GLPG0259 heb ik vandaag een klein gedeelte aandelen GLPG verkocht.
    Ik hoop niettemin dat Onno de volgende weken alsnog eens uitpakt met wat goed nieuws om het vertrouwen te herstellen. Ik ben op heden nog steeds voor een groot gedeelte belegd in GLPG.
  11. [verwijderd] 11 mei 2011 23:49
    Da's je goed recht, maar waarom pas vandaag? Je handelt op basis van oude koeien en de 10€ lijkt me momenteel een goede bodem. Eén ècht goed PB en we zitten zo terug tussen 10,5 en 11 €.
  12. Loureiro 12 mei 2011 09:11
    quote:

    hugbu schreef op 11 mei 2011 23:49:

    Da's je goed recht, maar waarom pas vandaag? Je handelt op basis van oude koeien en de 10€ lijkt me momenteel een goede bodem. Eén ècht goed PB en we zitten zo terug tussen 10,5 en 11 €.
    Nu pas omdat de koers terug boven de 10 euro staat en er op korte termijn geen trigger is die de koers gevoelig kan doen stijgen.
    Een andere reden is mijn risico meer spreiden. GLPG vertegenwoordigt nog steeds ongeveer 35 % van mijn portefeuille.
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