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Galapagos 200 euro per aandeel

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Het zal toch niet zo zijn dat vandaag tijdens presentatie jaarcijfers Gilead, terloops wordt meedegedeeld dat er een overnamebod is op Galapagos

GVD
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inspirator schreef op 5 februari 2018 22:42:

Gilead gaat los met Filgotinib

www.theladders.com/job/director-comme...

Essential Duties and Job Functions

Implement and evolve current filgotinib global market development strategic plan and communication platform.

this role will oversee market preparation in RA/IBD and future indications for filgotinib (e.g., Ankylosing Spondilitis, Psoriatic Arthritis, Uveitis, etc)
!!!!!!!!!!!!!!! Gilead ligt aan de voeten van Galapagos

Vanavond laatste nieuwsfeiten betreffende uitrol medicijn Filgotonib.
drulletje drie
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inspirator schreef op 6 februari 2018 16:10:

[...]

!!!!!!!!!!!!!!! Gilead ligt aan de voeten van Galapagos

Vanavond laatste nieuwsfeiten betreffende uitrol medicijn Filgotonib.
Inderdaad hopen dat ze vanavond wat nieuws gaan brengen!
Kunnen we wel gebruiken om de € 100.00 weer op te zoeken ;)

En anders maar een persberichtje van Galapagos zelf mag ook !
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inspirator schreef op 6 februari 2018 16:10:

[...]

!!!!!!!!!!!!!!! Gilead ligt aan de voeten van Galapagos

Vanavond laatste nieuwsfeiten betreffende uitrol medicijn Filgotonib.
Zeker goed gevonden hoor inspirator, maar hij blijkt al een poosje open te staan op de site van Gilead.
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quote:

inspirator schreef op 5 februari 2018 22:42:

Gilead gaat los met Filgotinib

www.theladders.com/job/director-comme...

Essential Duties and Job Functions

Implement and evolve current filgotinib global market development strategic plan and communication platform.

this role will oversee market preparation in RA/IBD and future indications for filgotinib (e.g., Ankylosing Spondilitis, Psoriatic Arthritis, Uveitis, etc)
Naar verluid gaat ene Onno vd S solliciteren op deze functie.

Hij wil immers graag zijn eigen produkt Filgotinib in de markt zetten.

Of kiets hij er toch voor om te gaan rentenieren na verkoop van Galapagos belang aan Gilead.

Inspirator zou het wel weten.....
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Nog paar minuutjes om in te stappen, alvorens Filgotinib vanavond onder de aandacht moet worden gebracht door Gilead. tijdens bekendmaking jaarcijfers.
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Gilead heef cash genoeg om Galapagos uit de markt te halen.

Cash, Cash Equivalents and Marketable Securities

As of December 31, 2017, Gilead had $36.7 billion of cash, cash equivalents and marketable securities compared to $32.4 billion as of December 31, 2016. During 2017, Gilead generated $11.9 billion in operating cash flow and in connection with the acquisition of Kite, Gilead issued $3.0 billion aggregate principal amount of senior unsecured notes and $6.0 billion aggregate principal amount of term loan facilities, of which $1.5 billion was repaid in December 2017. Additionally, Gilead paid cash dividends of $2.7 billion and utilized $954 million on stock repurchases.
drulletje drie
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Earnings call transcript Gilead

seekingalpha.com/article/4143778-gile...

We also made great progress in inflammation. Five Phase 3 studies of filgotinib are ongoing in patients with rheumatoid arthritis, ulcerative colitis and Crohn's disease. Three studies, FINCH 1, 2 and 3, are being conducted in rheumatoid arthritis. The FINCH 2 study is fully enrolled, and we anticipate data from this study in the second half of 2018. FINCH 2 compared filgotinib to placebo each added to conventional disease-modifying antiarrhythmic drugs, or DMARDs, in patients who have had inadequate response to biologics.

Other studies in rheumatoid arthritis include FINCH 1, a 52-week randomized study comparing filgotinib plus methotrexate to adalimumab plus methotrexate to methotrexate alone in patients who have had inadequate response to methotrexate. And FINCH 3, a 52-week randomized study comparing filgotinib alone to methotrexate alone to the combination of filgotinib plus methotrexate in methotrexate-naive patients. We anticipate the FINCH 1 and FINCH 3 studies to be fully enrolled later this year.

Filgotinib is also being investigated in five additional Phase 2 studies in other inflammatory diseases, namely psoriatic arthritis, ankylosing spondylitis, lupus, Sjogren's syndrome, and uveitis and we should have data available from some of these studies later this year.

The advancement of clinical trials for selonsertib and filgotinib has positioned Gilead as a leader in NASH and inflammatory diseases. In NASH, the rapid enrollment of patients has put Gilead in the lead in the development of treatments for patients with the most severe form of the disease. If selonsertib clinical studies read out positively in early 2019, Gilead will then be in a position to launch the first therapy for NASH in 2020.

We continue to be enthusiastic about filgotinib. In the ongoing Phase 3 studies, we are looking to see if the potential safety and efficacy advantages of a selective JAK1 inhibitor seen in pre-clinical and early clinical studies are borne out in these trials. In addition, Gilead's exploring five additional indications beyond rheumatoid arthritis, ulcerative colitis and Crohn's disease.

Given these changes, Gilead's HCV revenue should be a more predictable, albeit smaller, piece of our financial story. By removing most of the overhang of declining HCV revenues going forward, we can focus on the positive financial trends driven by the continued uptake of TAF-containing regimens and short-term and long-term growth through Yescarta, selonsertib and filgotinib.

Ying Huang - Bank of America Merrill Lynch

Hi. Thanks for taking the question. Maybe a quick one for Norbert. I didn't see you including on the filgotinib male subject safety study in the timeline for 2018 to 2019, the slide deck. And then secondly, maybe another question on the pricing dynamics in HIV market. After you launch B/F/TAF in the U.S., do you expect your competitor GSK to use pricing as a potential weapon to keep its share? Thank you.

Norbert W. Bischofberger - Gilead Sciences, Inc.

Yes, Ying. Thanks for the question. That's very observant of you that you have not seen the study. Yes, so we are performing a safety study. As you know, there was a safety signal in pre-clinical studies and in order to justify the 200 milligram dose, which is the higher dose that we're using in this study, we were asked by FDA to perform this study. So the study is enrolling and the reason why we don't have any timelines in it is simply we don't know yet. It's too early. So we have sites up and running. It's somewhat slow, always at the start. We just simply, it's impossible to predict what the exact timelines are.
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Gilead is bezeten van Filgotinib.

Gilead needs Galapagos.

Gilead maakt dit kenbaar in de gepresenteerde jaarcijfers.

We also made great progress in inflammation. Five Phase 3 studies of filgotinib are ongoing in patients with rheumatoid arthritis, ulcerative colitis, and Crohn's disease. Three studies, FINCH 1, 2, and 3, are being conducted in rheumatoid arthritis. The FINCH 2 study is fully enrolled, and we anticipate data from this study in the second half of 2018. FINCH 2 compared filgotinib to placebo, each added to conventional disease-modifying anti-rheumatic drugs, or DMARDs, in patients who have had inadequate response to biologics.

Other studies in rheumatoid arthritis include FINCH 1, a 52-week randomized study comparing filgotinib plus methotrexate to adalimumab plus methotrexate to methotrexate alone in patients who have had inadequate response to methotrexate. And FINCH 3, a 52-week randomized study comparing filgotinib alone to methotrexate alone to the combination of filgotinib plus methotrexate in methotrexate-naïve patients. We anticipate the FINCH 1 and FINCH 3 studies to be fully enrolled later this year.

Filgotinib is also being investigated in five additional Phase 2 studies in other inflammatory diseases, namely, psoriatic arthritis, ankylosing spondylitis, lupus, Sjögren's syndrome, and uveitis, and we should have data available from some of these studies later this year. In addition, just last month we filed an IND on an internally developed small molecule with a novel mechanism of action for inflammatory conditions, and we will initiate clinical development in the coming months.

host.madison.com/business/investment/...
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inspirator schreef op 7 februari 2018 18:52:

Gilead is bezeten van Filgotinib.

Gilead needs Galapagos.

Gilead maakt dit kenbaar in de gepresenteerde jaarcijfers.

We also made great progress in inflammation. Five Phase 3 studies of filgotinib are ongoing in patients with rheumatoid arthritis, ulcerative colitis, and Crohn's disease. Three studies, FINCH 1, 2, and 3, are being conducted in rheumatoid arthritis. The FINCH 2 study is fully enrolled, and we anticipate data from this study in the second half of 2018. FINCH 2 compared filgotinib to placebo, each added to conventional disease-modifying anti-rheumatic drugs, or DMARDs, in patients who have had inadequate response to biologics.

Other studies in rheumatoid arthritis include FINCH 1, a 52-week randomized study comparing filgotinib plus methotrexate to adalimumab plus methotrexate to methotrexate alone in patients who have had inadequate response to methotrexate. And FINCH 3, a 52-week randomized study comparing filgotinib alone to methotrexate alone to the combination of filgotinib plus methotrexate in methotrexate-naïve patients. We anticipate the FINCH 1 and FINCH 3 studies to be fully enrolled later this year.

Filgotinib is also being investigated in five additional Phase 2 studies in other inflammatory diseases, namely, psoriatic arthritis, ankylosing spondylitis, lupus, Sjögren's syndrome, and uveitis, and we should have data available from some of these studies later this year. In addition, just last month we filed an IND on an internally developed small molecule with a novel mechanism of action for inflammatory conditions, and we will initiate clinical development in the coming months.

host.madison.com/business/investment/...
Ben benieuwd wat Onno hiervan morgen verder gaat toelichten tijdens de borrel.
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quote:

inspirator schreef op 7 februari 2018 18:52:

Gilead is bezeten van Filgotinib.

Gilead needs Galapagos.

Gilead maakt dit kenbaar in de gepresenteerde jaarcijfers.

We also made great progress in inflammation. Five Phase 3 studies of filgotinib are ongoing in patients with rheumatoid arthritis, ulcerative colitis, and Crohn's disease. Three studies, FINCH 1, 2, and 3, are being conducted in rheumatoid arthritis. The FINCH 2 study is fully enrolled, and we anticipate data from this study in the second half of 2018. FINCH 2 compared filgotinib to placebo, each added to conventional disease-modifying anti-rheumatic drugs, or DMARDs, in patients who have had inadequate response to biologics.

Other studies in rheumatoid arthritis include FINCH 1, a 52-week randomized study comparing filgotinib plus methotrexate to adalimumab plus methotrexate to methotrexate alone in patients who have had inadequate response to methotrexate. And FINCH 3, a 52-week randomized study comparing filgotinib alone to methotrexate alone to the combination of filgotinib plus methotrexate in methotrexate-naïve patients. We anticipate the FINCH 1 and FINCH 3 studies to be fully enrolled later this year.

Filgotinib is also being investigated in five additional Phase 2 studies in other inflammatory diseases, namely, psoriatic arthritis, ankylosing spondylitis, lupus, Sjögren's syndrome, and uveitis, and we should have data available from some of these studies later this year. In addition, just last month we filed an IND on an internally developed small molecule with a novel mechanism of action for inflammatory conditions, and we will initiate clinical development in the coming months.

host.madison.com/business/investment/...
Gilead Sciences: Investors Are Betting On A Better 2019

Gilead's pipeline could also yield registration data in NASH and in several inflammation trials (filgotinib) as well as many data-sets coming out of the KITE pipeline over the next 12-18 mos.

firenewsfeed.com/news/1115297
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With $36.7B In Cash, Bank of America Expects Gilead To Shop For Complements To Drug Pipeline

filgotinib in TNF-refractory rheumatoid arthritis in the second half of 2018
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Het wordt tijd dat Galapagos/Onno eens niet met borrelpraat de stategieen/gang zaken bespreekt,
maar dat Galapagos de moeite neemt professioneel hun aanpak te communiceren via investor relations.

Hiermee wordt de info wereldkundig gemaakt en blijft het niet alleen maar wat rondhangen op dit onbetekenend forum.

De verstrekte info is trouwens in kader van ‘beursgenoteerd’ al discutabel.

Conclusie: communiceer groot, aan een groot publiek.

Dan kan de koers weer richting 200 euro: dat is immers belang van aandeelhouders.
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ik denk dat beide goed is, maar staat de normale weg via IR voorop. Ieder een gelijk speelveld. Desondanks nogmaals hulde aan de openheid die de bezoekers in Leiden hebben betracht. Goed weekend.
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inspirator schreef op 10 februari 2018 09:32:

Het wordt tijd dat Galapagos/Onno eens niet met borrelpraat de stategieen/gang zaken bespreekt,
maar dat Galapagos de moeite neemt professioneel hun aanpak te communiceren via investor relations.

Hiermee wordt de info wereldkundig gemaakt en blijft het niet alleen maar wat rondhangen op dit onbetekenend forum.

De verstrekte info is trouwens in kader van ‘beursgenoteerd’ al discutabel.

Conclusie: communiceer groot, aan een groot publiek.

Dan kan de koers weer richting 200 euro: dat is immers belang van aandeelhouders.
Je hebt deels een punt.
De exposure Galapagos via officiële persberichten kan intensiever. Waar ligt de scheidslijn..? AEX-bedrijf met ongeveer €5 miljard marktwaarde.

De aandacht voor ons als IEX-community en de investor deck presentation is sowieso top.

Aantal feiten wel of geen direct PB:
1) Opening van kantoren in Basel, Bosten: deel je dat via LinkedIn of via PB..?

2) Filogtinib update nu publiceren met aantal feiten..? Aantal feiten op te noemen: volledige werving patiënten Fase 3 studie FINCH 2 (RA), volledige werving patiënten Fase 2 EQUATOR (PsA), imterim beslissing (UC) vind plaats in Q2 2018 (zie Gilead slides). Snellere werving FINCH 1 & 3 in Ra

3) Orphan Drug Designation IPF USA; direct melden of via kwartaalupdate..
Meld je dit nu in een PB of tijdens jaarcijfers 2017

4) Goedkeuring MHRA voor 1e triple CF (FALCON studie): meld je dit direct of wacht je tot 1e clinical site is gecontracteerd danwel 1e screening plaatsvind.
Onderscheid opening studie of dosering is vaak van belang voor mijlpaalbetalingen, in casu AbbVie. Ga je daar op wachten of is beslissing MHRA al een een PB waard.

De strategie die tijdens nieuwsjaarsborrel wordt besproken wijkt niet af van investor deck presentatie januari 2018.

Partnering is onderdeel van de business. Als er gesprekken lopen heeft management de vrijheid om te handelen. Zou verkeerd zijn als ze dit moeten openbaren. Beïnvloed het hele proces.

Voor de wereldwijde exposure van Galapagos is het geen bezwaar als er meer PB's komen.
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pe26 schreef op 10 februari 2018 11:41:

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Pantsering is onderdeel van de business. Als er gesprekken lopen heeft management de vrijheid om te handelen. Zou verkeerd zijn als ze dit moeten openbaren. Beïnvloed het hele proces.
Maar mag men daarover liegen? Dus zeggen dat Gilead zich nog niet gemeld heeft, terwijl er wel overnamegesprekken lopen?
DeZwarteRidder
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spitfighter schreef op 10 februari 2018 11:56:

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Maar mag men daarover liegen? Dus zeggen dat Gilead zich nog niet gemeld heeft, terwijl er wel overnamegesprekken lopen?
Ja, dat mag.
Lang
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DeZwarteRidder schreef op 10 februari 2018 11:57:

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Ja, dat mag.
klopt, niks is wat het lijkt...
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spitfighter schreef op 10 februari 2018 11:56:

[...]
Maar mag men daarover liegen? Dus zeggen dat Gilead zich nog niet gemeld heeft, terwijl er wel overnamegesprekken lopen?
Waarom zou Galapagos hierover liegen?
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Green schreef op 10 februari 2018 12:54:

[...]

Waarom zou Galapagos hierover liegen?
Om de onderhandelingen niet te bemoeilijken. Remember de bpost postnl saga?
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