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[verwijderd] 20 december 2017 08:52

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08:47:20 / 20-12-17 Deals Boom in Health Industry -- WSJ

Managed-care firms aim to wring out costs by backing treatment outside hospitals
By Anna Wilde Mathews and Melanie Evans
This article is being republished as part of our daily reproduction of WSJ.com articles that also appeared in the U.S. print edition of The Wall Street Journal (December 20, 2017).
A recent burst of deal-making among health-care companies is set to accelerate the shift in how and where Americans get medical care -- away from hospitals and toward clinics, doctors' offices, surgery centers and even drugstores.
Potential mergers disclosed since early December involve companies with more than $550 billion in cumulative revenue, a sign of how much of the industry is caught up in efforts to reshape the landscape.
Tuesday, Humana Inc. and two private-equity firms confirmed they plan to acquire Kindred Healthcare Inc. in a deal valued at around $810 million, or $4.1 billion including debt; they plan to split the health-care company in two, hiving off its long-term care and rehabilitation hospitals from its other business.
The same day, Tenet Healthcare Corp. announced it is exploring a sale of its health-care business-services arm, Conifer Health Solutions, amid pressure in its core hospital unit.
"The industry is going through a version of upheaval," said Kindred Chief Executive Benjamin A. Breier. "Providers across the country are trying to figure out what their place in the world is going to be."...We think this transaction really puts us on very solid footing to meet those challenges in the future."
The moves underscore the shift in power as health-care companies look to drive down costs and change how and where patients get care.
Managed-care companies such as Humana, which will have an ownership stake in Kindred's home-care and hospice unit but not in its facilities, are plunging deeper into the business of delivering health care outside hospital walls. They are seeking to squeeze out costs by speeding up the decline in hospital use, which is already under way.
CVS Health Corp., with its roughly $79 billion acquisition of Aetna Inc., wants patients to stay out of emergency rooms and do more at revamped, upgraded drugstores. UnitedHealth Group Inc.'s $4.9 billion purchase of DaVita Inc.'s doctor group is part of a plunge into owning physician practices, clinics and outpatient surgery centers.
The trend puts hospital companies on the defensive. Some are bulking up to form ever-larger players: Nonprofits Ascension and Providence St. Joseph Health are in talks to create the biggest hospital owner in the U.S., while Dignity Health and Catholic Health Initiatives announced they are forming their own new nonprofit hospital giant.
Hospital systems seek heft to cut costs and do battle with managed-care firms over their future role and payment rates. Meanwhile they continue to invest in their own outpatient settings, looking to capture more of the patients their main facilities may lose.
At the same time, some hospital owners need to shore up their finances, as is the case with Kindred, which is weighed down by debt. Tenet also has a heavy debt load, in part from a 2013 acquisition of a rival hospital firm.
On the hospital side, "they're basically increasing their leverage" in negotiations with insurers by forming ever-larger systems, said Glenn Steele, former CEO of Geisinger Health System, a large integrated hospital and health-plan operator. "If they get big enough, they have to be part of any care-giving network," he said, because it is difficult for insurers to line up enough medical providers without them.
The insurer deals "are getting some of the payers closer to care givers...trying to jump over the acute care and go to where a lot of care will be given," Mr. Steele said.
Hospitals have been suffering a slow bleed for years. U.S. hospitalizations began to drop around 2009, partly tied to the effects of the economy's downturn, and were reversed for a time by the expansion of insurance under the Affordable Care Act. Admissions increased in 2014 and 2015.
But hospitalizations again declined last year, U.S. Census Bureau estimates show. Despite an aging population, with baby boomers rapidly hitting Medicare age, the number of hospital discharges dropped by 0.6%, or 229,000.
The squeeze shows no signs of letting up. Tenet officials lowered the company's earnings outlook range as it entered the second half of 2017, in part because of weaker-than-expected hospital volume.
Hospitals have responded by rapidly expanding outside their facilities, investing in outpatient surgery centers, occupational-health clinics and urgent-care centers. "They want to get more involved in where the action is," said Kathleen Carey, a professor in the Boston University School of Public Health.
Other factors behind the shift away from in-hospital care include evolving medical practice and technology that enable more procedures and other care to be done on an outpatient basis. Insurers and employers have sought to advance the trend, including with health-plan designs and rules that try to prod consumers away from hospitals.
"Right care, right place, right time, for the right reason, at the right cost," said Sheryl Skolnick, an analyst at Mizuho Securities. "High-cost inpatient facilities are the loser, oftentimes, in that scenario."
Shifts in federal health-care approaches also play a role. Kindred has been challenged by Medicare payment policies that hurt its long-term-care hospitals. More broadly, a rising share of Medicaid and Medicare beneficiaries are now enrolled with a managed-care company, rather than getting their coverage directly from the government: About a third of eligible Medicare beneficiaries are in Medicare Advantage plans offered by companies such as UnitedHealth and Humana.
That's giving insurers greater influence as they aim to move care away from hospitals and hold down cost. Thanks partly to technology, "it's moving into the outpatient setting," said Michael F. Neidorff, chief executive of Centene Corp., a major Medicaid managed-care company. Using data analysis and other tools, his company aims to "prospectively identify disease states before they become an issue."
Companies like UnitedHealth and Humana are going further, investing in health-care providers.Even before the DaVita deal, UnitedHealth's Optum health-services arm had medical groups in 30 markets, and a health-care provider presence in 60 Humana said it would initially own 40% of Kindred's home-health and hospice business, which has annual revenue of approximately $2.5 billion. Kindred is the biggest U.S. home-health operator. Humana already owns some home-care providers.
"We believe that care in the home is a vital element of improving the health of seniors living with chronic conditions, allowing them to receive services in the comfort of their home, with less time in more-costly institutional settings," said Humana CEO Bruce Broussard in a statement.
Write to Anna Wilde Mathews at anna.mathews@wsj.com and Melanie Evans at Melanie.Evans@wsj.com
(END) Dow Jones Newswires
December 20, 2017 02:47 ET (07:47 GMT)
© 2017 Dow Jones & Company, Inc.

AAND HUMANA
US4448591028
AAND KINDRED HEALTHCARE
US4945801037

[verwijderd] 20 december 2017 09:51

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Market report: Shire tops the FTSE 100 on takeover speculation reheat.
19 DECEMBER 2017

Takeover whispers boosted long-standing target Shire to the top of the FTSE 100 as the pharma firm’s shares rallied on hopes of a mega deal bringing shareholders an early Christmas present.

Several big pharma names from the US and Europe are rumoured to be circling the firm with a price tag in excess of £50 per share mooted on the market.
Its shares slipped as low as 2.4pc at lunchtime when it revealed that its treatment for rare cases of Hunter syndrome had stumbled in a late-stage clinical trial but the firm quickly recovered, being carried higher by City chatter that prompted deal-hungry investors to pile into the firm.

Shire had accepted a £32bn swoop by US rival AbbVie in 2014 before it was scuppered by a new US rule deterring tax inversion deals.

The City rumour mill talked up a bid again earlier this year and boss Flemming Ornskov has argued that its promising pipeline of drugs had not been factored into the firm’s declining share price.

The acquisitive firm’s shares drifted to its lowest level in 15 months in November, pulling back as much as 31pc from its 2017 peak. Shire’s afternoon boost sent it to the top of the blue-chip index leaderboard with shares closing 143p, or 3.8pc, higher at £39.20.

[verwijderd] 20 december 2017 16:45

1

Shire PLC (SHPG) Shares Sold by Birch Hill Investment Advisors LLC
Dec 20th, 2017,

Birch Hill Investment Advisors LLC reduced its stake in shares of Shire PLC (NASDAQ:SHPG) by 10.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 100,987 shares of the biopharmaceutical company’s stock after selling 11,690 shares during the period. Birch Hill Investment Advisors LLC’s holdings in Shire were worth $15,465,000 at the end of the most recent quarter.

so if they are smart then they would invest in Pharming.

[verwijderd] 20 december 2017 16:50

1

Straks is het niet significant , maar het overtreft
onze stoutste verwachtingen.

Fijne dag :-)

voda 22 december 2017 12:00

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DSM neemt BioCare Copenhagen over
Geen financiele details bekend.

(ABM FN-Dow Jones) DSM neemt BioCare Copenhagen over. Dit meldde het speciaal chemiebedrijf vrijdag, zonder financiële details te verstrekken.

BioCare Copenhagen richt zich op probiotica supplementen die bewezen gezondheidsvoordelen hebben en bepaalde darmstoornissen en infectieziekten tegen gaan en het immuunsysteem versterken.

Door de overname kan DSM uitbreiden in een aantrekkelijke markt die circa 7 procent per jaar groeit, aldus het bedrijf.

Het aandeel DSM daalde 0,5 procent op 80,47 euro.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999

Copyright ABM Financial News. All rights reserved

(END) Dow Jones Newswires

voda 22 december 2017 12:20

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Roche neemt biotechbedrijf Ignyta over

Gepubliceerd op 22 dec 2017 om 07:38 | Views: 1.686

Galapagos 11:59
76,83 +1,64 (+2,18%)

Roche Holding GS 21 dec
246,80 +2,80 (+1,15%)

BASEL (AFN) - Het Zwitserse farmacieconcern Roche neemt biotechbedrijf Ignyta over. Roche heeft 1,7 miljard dollar over voor het bedrijf uit San Diego dat kankermedicijnen ontwikkelt.

Het bod van Roche van 27 dollar per aandeel gaat nu naar alle aandeelhouders. De Zwitsers verwachten dat de overname in de eerste helft van volgend jaar wordt afgerond.

[verwijderd] 22 december 2017 13:38

1

Rare-Disease Portfolio Digs Shire a Moat
We think many of its drugs are relatively more resistant to patent cliffs or sales pressure from generics.
..
Competition Still a Risk
Sales of Shire’s leading ADHD drug Adderall XR plummeted in 2009 in the face of generic competition, and several of Shire’s other specialty pharma products are also vulnerable to generic competition in the near future. ADHD drug Intuniv became generic in 2014, patent challenges have resulted in Lialda generic entry in 2017, and Vyvanse goes generic in 2023. Shire could struggle to expand its ADHD franchise in Europe if regulators choose to reimburse its products in the same class as generic alternatives. Shire’s growth of human genetic therapies Vpriv and Replagal could falter as Sanofi competes with similar products and a new oral Gaucher disease treatment. CSL’s new hereditary angioedema drug could pull patients away from Cinryze and Firazyr, and lanadelumab’s launch may not allow Shire to regain lost patient share. Roche’s new hemophilia drug Hemlibra is poised to erode sales of Shire’s Feiba and Advate, and declines of Shire’s drugs could be more rapid than expected if patients strongly value the improved convenience. With significant cuts to operating expenses, Shire could be underinvesting in its pipeline, making it more reliant on acquisitions to fuel growth. Previous business development missteps, like Advanced BioHealing and Movetis, reduce our confidence in this strategy.
Shire ended 2016 with $23 billion in debt and roughly $500 million in cash

news.morningstar.com/articlenet/artic...

er gaan overname geruchten voor Shire dat zou Pharming dan evt. goed uitkomen..mr 23 Miljard schuld phooeee e

[verwijderd] 27 december 2017 14:36

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‘Nobody Thought It Would Come to This’: Drug Maker Teva Faces a Crisis
..
Teva’s most immediate problem is its $35 billion debt. The company is so squeezed for cash that it might have to renegotiate deals with banks and even bond holders, said Sabina Levy, the head of research at Leader Capital Markets, an Israeli brokerage.

www.nytimes.com/2017/12/27/business/t...

oei oei oei 35Miljard schuld en dat met let op, een dikke 1Miljard aandelen... hoe GOED staat Pharming er dan wel niet voor !!!!

[verwijderd] 27 december 2017 14:53

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quote:
beeldscherm schreef op 27 december 2017 14:36:
‘Nobody Thought It Would Come to This’: Drug Maker Teva Faces a Crisis
..
Teva’s most immediate problem is its $35 billion debt. The company is so squeezed for cash that it might have to renegotiate deals with banks and even bond holders, said Sabina Levy, the head of research at Leader Capital Markets, an Israeli brokerage.

www.nytimes.com/2017/12/27/business/t...

oei oei oei 35Miljard schuld en dat met let op, een dikke 1Miljard aandelen... hoe GOED staat Pharming er dan wel niet voor !!!!

TEVA nog steeds 19 Dollar per aandeel.

[verwijderd] 27 december 2017 15:08

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Shire files for FDA approval of a new plasma manufacturing facility in Covington, Georgia to support growing Immunology franchise
Dublin, Ireland - December 27, 2017 - Shire plc (LSE: SHP, NASDAQ: SHPG), the global biotechnology leader in rare diseases, today announced that it has filed its first submission to the United States Food and Drug Administration for the company`s new plasma manufacturing facility in Covington, Georgia. The facility is expected to add approximately 30% capacity to the company`s internal network once fully operational. Commercial production is expected to begin in 2018.
The first submission is for the transfer of GAMMAGARD LIQUID® [Immune Globulin Infusion (Human)] 10% Solution, a replacement therapy for primary humoral immunodeficiency (PI). The company expects to make a second submission to the FDA in 2018 for its albumin therapy, which is primarily used as plasma-volume replacement therapy in immune disorders, trauma and other critical conditions.
"We are pleased to have filed the Georgia site and look forward to working with the FDA to seek approval for manufacturing in 2018.

[verwijderd] 27 december 2017 15:12

0

quote:
Winstgevend schreef op 27 december 2017 15:08:
Shire files for FDA approval of a new plasma manufacturing facility in Covington, Georgia to support growing Immunology franchise
Dublin, Ireland - December 27, 2017 - Shire plc (LSE: SHP, NASDAQ: SHPG), the global biotechnology leader in rare diseases, today announced that it has filed its first submission to the United States Food and Drug Administration for the company`s new plasma manufacturing facility in Covington, Georgia. The facility is expected to add approximately 30% capacity to the company`s internal network once fully operational. Commercial production is expected to begin in 2018.
The first submission is for the transfer of GAMMAGARD LIQUID® [Immune Globulin Infusion (Human)] 10% Solution, a replacement therapy for primary humoral immunodeficiency (PI). The company expects to make a second submission to the FDA in 2018 for its albumin therapy, which is primarily used as plasma-volume replacement therapy in immune disorders, trauma and other critical conditions.
"We are pleased to have filed the Georgia site and look forward to working with the FDA to seek approval for manufacturing in 2018.

En nu eens kijken of de FDA ook 9 maanden uittrekt voor goedkeuring.

Bewijst wel dat Shire VER verwijderd is van productie herstel.

THE HAPPY BUNNY IS PHARMING GROUP - NOT SHIRE.

[verwijderd] 27 december 2017 15:16

0

Shire also expects to continue expansion of its plasma collection network in Georgia and throughout the United States through its subsidiary, BioLife Plasma Services. BioLife collects the human plasma that will be processed into the drugs manufactured at Shire`s new Covington, Georgia facility.

Wordt een Prachtig 2018 voor Pharming.
Zal Pharming Q4 met netto winst gaan afsluiten over 3,5 dag ?
...... denk van wel !!

klein_duimpje 27 december 2017 15:51

0

quote:
Winstgevend schreef op 27 december 2017 15:16:
Shire also expects to continue expansion of its plasma collection network in Georgia and throughout the United States through its subsidiary, BioLife Plasma Services. BioLife collects the human plasma that will be processed into the drugs manufactured at Shire`s new Covington, Georgia facility.

Wordt een Prachtig 2018 voor Pharming.
Zal Pharming Q4 met netto winst gaan afsluiten over 3,5 dag ?
...... denk van wel !!

Leg eens uit, ik begrijp het niet helemaal. Wat is de relatie tussen de uitbreiding van Shire en de winstgevendheid van Pharming?

[verwijderd] 27 december 2017 15:56

0

quote:
Winstgevend schreef op 27 december 2017 14:53:
[...]

TEVA nog steeds 19 Dollar per aandeel.

in Juni 2017 nog $33,-

voda 28 december 2017 11:46

0

MDxHealth waarschuwt voor tegenvallende omzet
Omzetdoelstelling niet gehaald in 2017.

(ABM FN-Dow Jones) MDxHealth zal in 2017 niet aan de eigen omzetdoelstelling voldoen. Dit maakte het Belgisch-Nederlande biotechbedrijf donderdag voorbeurs bekend.

MDxHealth rekende voor dit jaar op een omzetgroei van 45 tot 55 procent, maar dit zal slechts een toename van 10 tot 15 procent worden, aldus het biotechbedrijf.

In lijn met voorgaande kalenderjaren hield MDxHealth voor het lopende vierde kwartaal rekening met toenemende volumes. De onderneming kreeg naar eigen zeggen echter onverwacht te maken met vertraging bij de ontvangst van biopsieweefsel voor factureerbare testen. Ook was er tegenslag met zogeheten post-marketingonderzoeken ter ondersteuning van de continuering van de dekking door Medicare, het sociaal verzekeringsprogramma van de Amerikaanse federale overheid.

MDxHealth verwacht dat deze vertragingen gedeeltelijk zullen overlopen naar 2018.

De totale omzet voor 2017, inclusief de opbrengsten van de eenmalige buy-out van de colorectale patenten van MDxHealth door Exact Sciences, zal ten opzichte van 2016 naar verwachting met ongeveer 32 tot 37 procent toenemen, voegde het biotechbedrijf toe.

"Hoewel we teleurgesteld zijn over deze voorlopige resultaten over het vierde kwartaal, blijven we overtuigd van het stevige fundament onder onze onderneming voor gezonde groei en positieve resultaten in de toekomst", aldus CEO Jan Groen donderdag in een toelichting.

"We hebben met zowel ConfirmMDx als SelectMDx een leidende en groeiende positie in de urologische diagnostiekmarkt in de VS, en maken ook in Europa met onze vloeibare biopsietest SelectMDx een sterke groei door", voegde de topman toe.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999

Copyright ABM Financial News. All rights reserved

(END) Dow Jones Newswires

[verwijderd] 29 december 2017 23:23

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Galapagos - wat is de kans dat er 2 januari reeds een bericht komt van Gilead over een overname?

Ik heb er aardig op ingezet, maar ben benieuwd of iemand een mening heeft?
mvg
MB

[verwijderd] 1 januari 2018 21:45

0

quote:
Madebeliefje schreef op 29 december 2017 23:23:
Galapagos - wat is de kans dat er 2 januari reeds een bericht komt van Gilead over een overname?

Ik heb er aardig op ingezet, maar ben benieuwd of iemand een mening heeft?
mvg
MB

Ok, ik ga het wel zien morgen :-)

voda 3 januari 2018 16:15

0

Positieve onderzoeksresultaten voor Galapagos
Mijlpaalbetaling van AbbVie.

(ABM FN-Dow Jones) Galapagos heeft positieve resultaten geboekt met de FLAMINGO studie in CF-patiënten en heeft drie nieuwe klinische studies gestart. Dit maakte het biotechbedrijf dinsdagavond bekend.

Met betrekking tot een eerste, eigen drievoudige combinatietherapie in ontwikkeling denkt Galapagos medio 2018 patiënten data te kunnen rapporteren.

"Galapagos, samen met haar partner AbbVie, blijft op koers om met een competitieve drievoudige combinatie therapie te komen voor de 90 procent van de CF populatie die de Klasse II mutatie heeft", zo stelde het biotechbedrijf dinsdag.

Dankzij de start van de Fase 1 studie met nieuwe backup C1 corrector GLPG2851 kan Galapagos een mijlpaalbetaling van 10 miljoen dollar van AbbVie tegemoet zien.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999

Copyright ABM Financial News. All rights reserved

(END) Dow Jones Newswires

voda 3 januari 2018 16:16

0

Beursblik: goede vooruitgang voor Galapagos
Degroof Petercam wijst op potentie van sterke kaspositie.

(ABM FN) Galapagos boekt goede vooruitgang in het onderzoek naar een behandeling van taaislijmziekte. Dit zei analist Stephanie Put van Degroof Petercam woensdag tegen ABM Financial News.

"De resultaten van de FLAMINGO studie zijn in lijn met de verwachtingen", concludeerde Put. Wat volgens de analist wel tegenviel in de update van het biotechbedrijf, is het feit dat de eerste studie met de triple combinatie in patiënten nog steeds niet van start is gegaan. "Dit was voorheen gepland voor het einde van 2017 en is nu achteruitgeschoven naar het eerste kwartaal van dit jaar."

Put merkte op dat Galapagos verder over een "zeer uitgebreide pijplijn" beschikt, wat in 2018 voor nieuws zal zorgen. De sterke kaspositie laat daarbij toe om met al deze studies goede vooruitgang te boeken en aan te vangen met het uitbouwen van een commerciële organisatie, voegde de analist toe. "Galapagos is dan ook één van onze favoriete aandelen in healthcare."

Degroof Petercam heeft een koopaanbeveling op Galapagos met een koersdoel van 96,00 euro.

Het aandeel won woensdag 4,3 procent en steeg naar 81,24 euro.

Door: ABM Financial News.

pers@abmfn.be

Redactie: +32(0)78 486 481

Copyright ABM Financial News. All rights reserved

(END) Dow Jones Newswires

voda 3 januari 2018 16:32

0

'Weinig verrassende testresultaten Galapagos'

Gepubliceerd op 3 jan 2018 om 09:32 | Views: 3.074

Galapagos 16:11
81,24 +3,36 (+4,31%)

AMSTERDAM (AFN) - Biotechnologiebedrijf Galapagos heeft bemoedigende resultaten behaald in verschillende tests met medicijnen tegen cystic fibrosis (CF). Toch is dat weinig verrassend, menen analisten van KBC Securities. Eerdere updates van het bedrijf wezen al in die richting, schrijven de experts.

Door het beginnen van een Fase 1 test met de nieuwe backup C1 corrector GLPG2851, kreeg Galapagos bovendien een mijlpaalbetaling van 10 miljoen dollar van samenwerkingspartner AbbVie.

KBC houdt vast aan het buy-advies en het koersdoel van 88 euro. Het aandeel Galapagos stond rond 09.20 uur 2,4 procent hoger op 79,74 euro.

Vertraagd	16 apr 2024 15:09
Koers	0,952
Verschil	-0,036 (-3,59%)
Hoog	0,979
Laag	0,953
Volume	4.817.335
Volume gemiddeld	6.407.533
Volume gisteren	5.323.102

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