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inhoudelijk LIGHT

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abelheira
2
quote:

Wall Street Trader schreef op 10 okt 2019 om 19:53:


Danny Reweghs
Directeur strategie Inside Beleggen




Conclusie

We namen Galapagos deze zomer op in onze lijst van veertien Belgische langetermijnfavorieten, omdat we geloven dat het risicoprofiel voldoende is afgebouwd en het bedrijf enorm zal groeien het komende decennium. We grijpen de terugval van het aandeel aan om onze positie in de voorbeeldportefeuille te vervolledigen met een opportunistische aankooplimiet.


Advies: koopwaardig

insidebeleggen.knack.be/beurs/advieze...


Ik ken Danny Reweghs nog van toen hij schreef voor Trends : een man met kennis van zaken die risicovol beleggen mijdt. Zijn woorden : GLPG zal enorm groeien het komende decennium, geeft mij het volste vertrouwen dat we nog mooie tijden tegemoet gaan met Galapagos.
Dat de beurskoers op dit ogenblik nog niet hoger staat is mij ook een raadsel.
Volgend jaar deze tijd is de kans groot dat de koers het tweevoud bedraagt van vandaag.
kampie
0
quote:

abelheira schreef op 12 okt 2019 om 14:17:


[...]
Ik ken Danny Reweghs nog van toen hij schreef voor Trends : een man met kennis van zaken die risicovol beleggen mijdt. Zijn woorden : GLPG zal enorm groeien het komende decennium, geeft mij het volste vertrouwen dat we nog mooie tijden tegemoet gaan met Galapagos.
Dat de beurskoers op dit ogenblik nog niet hoger staat is mij ook een raadsel.
Volgend jaar deze tijd is de kans groot dat de koers het tweevoud bedraagt van vandaag.


De koers een tweevoud van nu? Dat is best mogelijk. Maar dan moeten de shortinstellingen er uit zijn, want die hebben er geen enkel belang bij dat de koers over de kop gaat.
Happy
0
quote:

kampie schreef op 12 okt 2019 om 16:30:


[...]

De koers een tweevoud van nu? Dat is best mogelijk. Maar dan moeten de shortinstellingen er uit zijn, want die hebben er geen enkel belang bij dat de koers over de kop gaat.




En het beursklimaat moet niet verslechteren. Iets wat alleen ik nog op deze forums verwacht geloof ik.

'Gisteren twijfelde ik maar vandaag ben ik er niet zo zeker over.'
Beurskingpin
0
quote:

kampie schreef op 12 okt 2019 om 16:30:


[...]

De koers een tweevoud van nu? Dat is best mogelijk. Maar dan moeten de shortinstellingen er uit zijn, want die hebben er geen enkel belang bij dat de koers over de kop gaat.


We zijn 3 maand geleden over de kop gegaan van 85 naar 170, en toen zaten dezelfde shortpartijen erin hoor, wil absoluut niks zeggen.
harvester
0
[quote alias=Stafke id=11880308 date=201910121342]
[...]
Samen met UPA
[/quote

goed gezien.

In Europa kennellijk geen achterstand in vergunningen traject tov UPa.
Pl4
0
quote:

kampie schreef op 12 okt 2019 om 16:30:


[...]

De koers een tweevoud van nu? Dat is best mogelijk. Maar dan moeten de shortinstellingen er uit zijn, want die hebben er geen enkel belang bij dat de koers over de kop gaat.


Zitten al jarenlang partijen short in gala en toch zijn we in 4 jaar tijd van 10 naar 170 en nu 140 gegaan..
KomMaarDoor
0

Deze vraag is in het oktobertopic ondergesneeuwd:
Staat mij bij dat uit de CHMP meeting een advies en evt. Vragen kunnen volgen. Meeting is deze week, wordt daar nog iets uit gecommuniceerd?
Wall Street Trader
4
Recap of the year 2019 up to the Q3!

-------------------------------------------------------------------------------

28 mrt. 2019

Think Big
Galapagos

www.youtube.com/watch?v=MKDh-cKdtUQ

-------------------------------------------------------------------------------

29 mrt. 2019

BNR Nieuwsradio

www.bnr.nl/player/archief/20190329124...

-------------------------------------------------------------------------------

14 jul. 2019

Think Big - part 2
Galapagos

"It is all about innovation." Onno's view on the collaboration with Gilead Galapagos

www.youtube.com/watch?v=mrTTfYIUDVA

-------------------------------------------------------------------------------

15 jul. 2019

BNR Nieuwsradio

'NIET-AANVALSVERDRAG GARANDEERT TIEN JAAR ZELFSTANDIGHEID'

www.bnr.nl/nieuws/beurs/10384017/gala...

-------------------------------------------------------------------------------

15 jul. 2019

Galapagos Shares Surge on $5.1 Billion Gilead Investment
Bloomberg Markets and Finance

www.youtube.com/watch?v=u9lvC6lsDB0

-------------------------------------------------------------------------------

15 jul. 2019

Andre Hoekema is responsible for M&A, licensing and Intellectual Property at Galapagos.

Dutch News NOS

nos.nl/uitzending/42999-nos-journaal....

Timestamp 09:30

-------------------------------------------------------------------------------

19 jul. 2019

BNR Nieuwsradio

Beluister hier hoe de constructie van de miljardendeal van Galapagos tot stand kwam.

www.bnr.nl/podcast/newsroom/10384474/...

www.bnr.nl/player/audio/10124787/1038...

-------------------------------------------------------------------------------

18 sept. 2019

BNR Nieuwsradio

CEO GALAPAGOS HOOPT OP POSITIEF OORDEEL TOEZICHTHOUDER NIEUW REUMAMEDICIJN

www.bnr.nl/podcast/json/10390080/audio/

-------------------------------------------------------------------------------

Ready to Rock Q4!

Wall Street Trader
1
Forgot one......

18 jul. 2019

Nieuwsuur

Miljardendeal in farmaland. Het Nederlands-Belgische medicijnbedrijf Galapagos heeft een 'uitzonderlijke' deal met de Amerikaanse farmagigant Gilead gesloten. Het bedrijf betaalt zo'n 4,5 miljard euro, maar neemt Galapagos niet over. Gilead heeft interesse in Galapagos omdat het biotechbedrijf medicijnen tegen ontstekingsziekten zoals reuma en artrose maakt. Dit zijn chronische ziektes: daarom zijn de medicijnen ook voor farmaceutische bedrijven waardevol omdat patiënten de medicijnen de rest van hun leven moeten blijven slikken. We bespreken de voor- en nadelen van de deal en de betekenis ervan voor patiënten.
Te gast is oprichter en topman van Galapagos, Onno van de Stolpe.

www.npostart.nl/nieuwsuur/18-07-2019/...

Timestamp 20:32

voda
3
HitGen Enters into DNA-Encoded Library Based Drug Discovery Research Collaboration with Galapagos NV

Wed October 16, 2019 4:00 AM|Business Wire|About: GLPG

CHENGDU, China--(BUSINESS WIRE)-- HitGen Inc. today announced that it has entered into a drug discovery research collaboration with Galapagos NV (GLPGF) to identify potential small molecule leads against targets of interest to Galapagos NV. In this collaboration, HitGen will apply its technology platform, based on DNA-encoded library design, synthesis and interrogation, to discover novel leads. Under the terms of the agreement, HitGen will receive an undisclosed upfront payment and will be eligible for milestone payments from Galapagos NV.

“We are delighted to enter this collaboration with Galapagos NV, a leading biotechnology company, specializing in the discovery and development of small molecule medicines with novel modes of action. We believe the collaboration reinforces the role of HitGen’s platform in the rapidly developing field of DNA-encoded chemistry. We will work closely with Galapagos NV scientists to generate new small-molecule lead compounds for their research programs to help bring transformative medicines to patients,” said Dr. Jin Li, Chairman of the Board and Chief Executive Officer of HitGen.

“We look forward to working with HitGen and tap into their established DEL technology platform to complement our internal screening and drug discovery technologies.” said Romain Gosmini, Director Medicinal Chemistry at Galapagos.

About Galapagos NV

Galapagos (Euronext & NASDAQ: GLPG) discovers and develops small molecule medicines with novel modes of action, three of which show promising patient results and are currently in late-stage development in multiple diseases. The company’s pipeline comprises Phase 3 through to discovery programs in inflammation, fibrosis, osteoarthritis and other indications. Galapagos’ ambition is to become a leading global biopharmaceutical company focused on the discovery, development and commercialization of innovative medicines. More information at www.glpg.com.

About HitGen Inc.

HitGen is a rapidly growing biotech company with headquarters based in Chengdu, China, with a subsidiary in the USA. HitGen has established an industry-leading platform for early-stage drug discovery research centred on DNA encoded chemical libraries (DELs). HitGen’s DELs include encoded syntheses for hundreds of billions of novel, diverse, drug-like small molecule and macrocycle compounds. These compounds are members of DELs synthesised from many hundreds of distinct chemical scaffolds, designed and assembled with tractable chemistry based on proven results for identifying drug-like leads against biological targets from known and novel classes. HitGen is working with multiple pharmaceutical and biotech companies, foundations and research institutes in North America, Europe and Asia to discover and develop novel therapeutics of the future.

cts.businesswire.com/ct/CT?id=bwnews&...

View source version on businesswire.com: www.businesswire.com/news/home/201910...

Dr. Jin Li
Chairman & CEO
HitGen Inc.
Tel: +86 28 85197385

Dr. Barry Morgan
Chief Scientific Officer
HitGen Inc.
Tel: +1 508 840 9646

Source: HitGen

Copyright Business Wire 2019

seekingalpha.com/pr/17663786-hitgen-e...
Lingus
0
HitGen, a Chengdu small molecule discovery company, has been approved for a $97 million IPO on Shanghai's new Science and Technology Innovation Board. HitGen has built a DNA-encoded library that contains nearly 400 billion novel, diverse, drug-like small molecule and macrocyclic compounds. The company is a partnering wonder, having formed more than 60 drug discovery partnerships with a collection of well-known China and global pharmas, including big pharma companies. It has also developed its own portfolio of 20 candidates for various cancer, cardiovascular, inflammatory and metabolic indications.

Bron: seekingalpha.com/article/4276258-week...

With more than 60 partnerships under its belt, HitGen Ltd. has become a major gateway for companies to access DNA-encoded library technology -- a high efficiency form of combinatorial chemistry that upstages high throughput screening.

The platform is fast becoming a staple in drug discovery organizations, having hovered on the periphery as a rarely used tool for difficult-to-drug targets.

DNA-encoded library (DEL) technology can generate and screen diverse small molecule libraries that are orders of magnitude larger than those processed by more established methods, without increasing cost or time.

HitGen CEO Jin Li told BioCentury typical high throughput screening (HTS) methods are limited to millions of compounds because of costs. “Doing billions of molecules in that same fashion would bankrupt the whole industry.”

The company has over 300 billion small molecules in its libraries and is on track to hit one trillion by 2019.

Bron: www.biocentury.com/bc-innovations/too...

Partners onder meer: Gilead, Almirall, Mitsubishi Tanabe, Biogen, Sun Pharma.

Met wat ik er over lees, is HitGen een extreem efficiënte ontwikkelplatform voor kleine moleculen. Hiermee breidt Galápagos zijn ontwikkelcapaciteiten drastisch uit.
pe26
1
Geen JAK1 claim meer van AbbVie..?


AbbVie Receives CHMP Positive Opinion for Upadacitinib (RINVOQ™) for the Treatment of Adults with Moderate to Severe Active Rheumatoid Arthritis




- In Phase 3 trials, upadacitinib improved signs and symptoms of rheumatoid arthritis, inhibited radiographic progression and improved physical function, both as a monotherapy and in combination with conventional synthetic DMARDs[1-5]
- Upadacitinib (under the trade name RINVOQ™) is a selective and reversible JAK inhibitor discovered and developed by AbbVie[6]
PR Newswire
NORTH CHICAGO, Ill., Oct. 18, 2019 /PRNewswire/ -- AbbVie (ABBV), a research-based global biopharmaceutical company, today announced that the European Medicines Agency's (EMA) Committee for Medicinal Products for Human Use (CHMP) adopted a positive opinion for RINVOQ™ (upadacitinib), a once-daily selective and reversible JAK inhibitor, for the treatment of adult patients with moderate to severe active rheumatoid arthritis who have responded inadequately to, or who are intolerant to one or more disease-modifying anti-rheumatic drugs (DMARDs). The positive opinion is for use of upadacitinib as monotherapy or in combination with methotrexate.

The CHMP positive opinion is supported by data from the global Phase 3 SELECT rheumatoid arthritis program, evaluating more than 4,400 patients with moderate to severe active rheumatoid arthritis in five pivotal studies.1-5 Across all five trials – SELECT-NEXT, SELECT-BEYOND, SELECT-MONOTHERAPY, SELECT-COMPARE and SELECT-EARLY – all primary and ranked secondary endpoints were met, including low disease activity based on Disease Activity Score 28 C-Reactive Protein (DAS28-CRP)=3.2, clinical remission based on DAS28-CRP<2.6 and ACR20/50 (depending on study design); improved response was seen with upadacitinib both as monotherapy and in combination with conventional synthetic DMARDs compared to placebo, methotrexate or adalimumab (depending on study design).1-5 Data from the SELECT program showed a consistent safety profile across the five studies.1-5,7 The most frequently reported adverse reactions were infections.1-5

"Rheumatoid arthritis is a chronic and debilitating disease affecting an estimated 23.7 million people worldwide. While significant treatment advances have been made over the past 20 years, many people living with the disease still do not achieve remission. The need for novel, innovative treatment options is critical," said Michael Severino, M.D., vice chairman and president, AbbVie. "We are pleased with this positive opinion from the CHMP recognizing upadacitinib's potential for patients with moderate to severe active rheumatoid arthritis. This regulatory milestone marks an important step towards our pursuit of delivering innovative therapies that address the unmet needs of patients living with rheumatoid arthritis."

The CHMP positive opinion is a scientific recommendation for marketing authorization to the European Commission, which authorizes marketing approval in the European Union. The Marketing Authorization will be valid in all member states of the European Union, as well as Iceland, Liechtenstein and Norway. The Commission decision is anticipated within 67 days following the CHMP opinion.



seekingalpha.com/pr/17667160-abbvie-r...
winx09
0
uit de CHMP opinie:

"Upadacitinib preferentially inhibits signalling by JAK1 or JAK1/3 with functional selectivity over cytokine receptors that signal via pairs of JAK2."

“Rinvoq is indicated for the treatment of moderate to severe active rheumatoid arthritis in adult patients who have responded inadequately to, or who are intolerant to one or more disease-modifying anti-rheumatic drugs (DMARDs). Rinvoq may be used as monotherapy or in combination with methotrexate.”
harvester
0
quote:

winx09 schreef op 18 okt 2019 om 14:38:


uit de CHMP opinie:

"Upadacitinib preferentially inhibits signalling by JAK1 or JAK1/3 with functional selectivity over cytokine receptors that signal via pairs of JAK2."

“Rinvoq is indicated for the treatment of moderate to severe active rheumatoid arthritis in adult patients who have responded inadequately to, or who are intolerant to one or more disease-modifying anti-rheumatic drugs (DMARDs). Rinvoq may be used as monotherapy or in combination with methotrexate.”


Klinkt als aanvullend tov Humira, voor patiënten waar Humira niet werkt.
Dus nog geen kannibalisme op marktaandeel van Humira.

Volgens mij heeft filgotinib overigens ook meer kans om breder ingezet te kunnen worden gezien prettiger risicoprofiel dan upa.
abelheira
0
quote:

pe26 schreef op 18 okt 2019 om 14:05:


Geen JAK1 claim meer van AbbVie..?


AbbVie Receives CHMP Positive Opinion for Upadacitinib (RINVOQ™) for the Treatment of Adults with Moderate to Severe Active Rheumatoid Arthritis




- In Phase 3 trials, upadacitinib improved signs and symptoms of rheumatoid arthritis, inhibited radiographic progression and improved physical function, both as a monotherapy and in combination with conventional synthetic DMARDs[1-5]
- Upadacitinib (under the trade name RINVOQ™) is a selective and reversible JAK inhibitor discovered and developed by AbbVie[6]
PR Newswire
NORTH CHICAGO, Ill., Oct. 18, 2019 /PRNewswire/ -- AbbVie (ABBV), a research-based global biopharmaceutical company, today announced that the European Medicines Agency's (EMA) Committee for Medicinal Products for Human Use (CHMP) adopted a positive opinion for RINVOQ™ (upadacitinib), a once-daily selective and reversible JAK inhibitor, for the treatment of adult patients with moderate to severe active rheumatoid arthritis who have responded inadequately to, or who are intolerant to one or more disease-modifying anti-rheumatic drugs (DMARDs). The positive opinion is for use of upadacitinib as monotherapy or in combination with methotrexate.

The CHMP positive opinion is supported by data from the global Phase 3 SELECT rheumatoid arthritis program, evaluating more than 4,400 patients with moderate to severe active rheumatoid arthritis in five pivotal studies.1-5 Across all five trials – SELECT-NEXT, SELECT-BEYOND, SELECT-MONOTHERAPY, SELECT-COMPARE and SELECT-EARLY – all primary and ranked secondary endpoints were met, including low disease activity based on Disease Activity Score 28 C-Reactive Protein (DAS28-CRP)=3.2, clinical remission based on DAS28-CRP<2.6 and ACR20/50 (depending on study design); improved response was seen with upadacitinib both as monotherapy and in combination with conventional synthetic DMARDs compared to placebo, methotrexate or adalimumab (depending on study design).1-5 Data from the SELECT program showed a consistent safety profile across the five studies.1-5,7 The most frequently reported adverse reactions were infections.1-5

"Rheumatoid arthritis is a chronic and debilitating disease affecting an estimated 23.7 million people worldwide. While significant treatment advances have been made over the past 20 years, many people living with the disease still do not achieve remission. The need for novel, innovative treatment options is critical," said Michael Severino, M.D., vice chairman and president, AbbVie. "We are pleased with this positive opinion from the CHMP recognizing upadacitinib's potential for patients with moderate to severe active rheumatoid arthritis. This regulatory milestone marks an important step towards our pursuit of delivering innovative therapies that address the unmet needs of patients living with rheumatoid arthritis."

The CHMP positive opinion is a scientific recommendation for marketing authorization to the European Commission, which authorizes marketing approval in the European Union. The Marketing Authorization will be valid in all member states of the European Union, as well as Iceland, Liechtenstein and Norway. The Commission decision is anticipated within 67 days following the CHMP opinion.



seekingalpha.com/pr/17667160-abbvie-r...

Is er in Europa sprake van een black box waarschuwing voor Rinvoq?
Hoeveel bedraagt de achterstand van filgo op Rinvoq in Europa ; 6 maanden?
De komende week krijgen we zo goed als zeker een aantal berichten : toeval dat zowel GLPG als Gilead rapporteren op dezelfde dag, nl. 24 oktober! Dit bewijst nog maar eens dat GLPG reeds deel uitmaakt van Gilead.
En uiteraard ook het nieuws dat Gilead beide warrants zal uitgeoefend hebben na goedkeuring op de BAV.
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