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Galapagos mei 2018

4.128 Posts
Pagina: «« 1 ... 23 24 25 26 27 ... 207 »» | Laatste | Omlaag ↓
  1. [verwijderd] 2 mei 2018 21:04
    quote:

    AchterDeFeiten schreef op 2 mei 2018 20:49:

    Ben benieuwd of er nog wat van de koerstijging overblijft als amerika straks sluit.
    Ziet er niet best uit.
    Gaat totaal verkeerde kant op.
    Komt door de Fed.
  2. Mippert 2 mei 2018 21:09
    Gilead Denies It Stumbled: Is The Selling Overdone Or Just Starting?
    May. 2.18 | About: Gilead Sciences, (GILD)
    DoctoRx
    DoctoRx
    Special situations, growth at reasonable price, value, micro-cap
    (18,964 followers)
    Summary
    GILD had a miss in Q1, but maintained guidance (but its guidance has been unreliable for a few years).

    Aside from sterilizing stock-based compensation at $79 with $1B of shareholder dollars, I do not see a lot to criticize.

    All companies go through tough periods.

    The article updates key challenges and opportunities for GILD's commercial operations and pipeline.

    I remain long the stock but not a bull or a bear for now; just hopeful.

    VOOR ONS VOORAL VAN BELANG:

    The other major Phase 3 program involves filgotinib. Rights to this JAK inhibitor were obtained via a deal with Galapagos (GLPG) after ABBV opted for its internally-developed "upa" and returned filgotinib to GLPG despite promising Phase 2 data. This drug is in several Phase 3 and Phase 2 trials. GILD continues to express confidence in its safety profile but warns that more patient-years of exposure are needed to be confident that filgotinib does not have a similar problem as the Incyte (INCY)/Lilly (LLY) JAK inhibitor Olumiant may have with blood clots. GILD owns some stock in GLPG, which partly offsets GLPG's stream of income from filgotinib if and when it comes to market. The Street is focused intensely on this drug, due in large part to the several Big Pharma/Big Biotech companies that are in or trying to get into the identical space. GILD announced a deal with an Alphabet (GOOGL) subsidiary, Verily, to drive innovation in the autoimmune disease space where filgotinib and other pipeline GILD products are aiming to gain market access.

    Voor het hele artikel, zie:

    seekingalpha.com/article/4168432-gile...
  3. [verwijderd] 2 mei 2018 21:17
    quote:

    Sparrow2 schreef op 2 mei 2018 21:13:

    Toch vreemd dat er plots zoveel nieuwelingen hier komen nadat GLPG ietwat gestegen is. Trollen ?
    Ja ik word ingehuurd. Krijg er flink voor betaald.
  4. Al Kipone 2 mei 2018 21:19
    quote:

    13eMaand schreef op 2 mei 2018 21:17:

    [...]

    Ja ik word ingehuurd. Krijg er flink voor betaald.

    Ik kreeg toen ik begon een appel en een retourtje Barneveld :(
  5. Mippert 2 mei 2018 21:20
    The Street is actief in bedrijfsnieuws, analyses en aandelenkoersen.

    In het artikel hiervoor wordt (denk ik) op deze tekst gedoeld:

    I also think Gilead Sciences (GILD) will be an active suitor in 2018, as the company's flagship hepatitis C drugs continue to see declining sales. The company bought Kite Pharma (KITE) for some $12 billion in late August of this year to expand its footprint in oncology. I expect future acquisitions will be smaller, given management guidance.

    Outside oncology, Galapagos (GLPG) might be a target. Gilead owns a good chunk of this name already, through a collaboration agreement to develop Filgotinib, which is currently being evaluated in three Phase 3 trials for rheumatoid arthritis and six Phase 2s in other indications. A "standstill" agreement between the two companies ends at the close of 2017.

    Gedeelte uit: realmoney.thestreet.com/articles/11/2...
  6. Geneve 2 mei 2018 21:23
    Volgens bierviltje berekening verliest AQR vandaag zo’n $70 mln op de Gilead positie.
    Ik ben benieuwd of dit nog effect gaat hebben op hun Galapagos short positie..

  7. Mippert 2 mei 2018 21:25
    Stijgt in de VS de verkeerde kant uit, maar er kan daar ook gewoon in het laatste halfuur nog een dollar bijkomen.
4.128 Posts
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