Galapagos « Terug naar discussie overzicht

quote:

Al Kipone schreef op 7 februari 2019 13:20:

Nou, in dat geval ga ik me maar eens ernstig bezinnen op een dijenkletser van formaat voor eventuele latere postings.

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HansGarrincha schreef op 7 februari 2019 13:51:

seekingalpha.com/article/4238879-gile...

Filgotinib

Once again, GILD disappointed investors on the conference call by providing no information about how to think of a US filing for RA, where the limiting factor is the MANTA study on reproductive safety in men. The company did appear to say that filings in the rest of the world can occur before MANTA results are known. Filgotinib is being shared with the drug's initial inventor, Galapagos (GLPG); I estimate that GLPG will share about 30% of profits once filgotinib is launched globally.

Filgotinib, which is an oral drug, will compete directly with other JAK inhibitors, but it looks to be 4th to the US and EU market assuming that AbbVie's (ABBV) upadacitinib is approved timely. It will also compete indirectly with Roche's Actemra, so the incoming CEO should have a good plan on maximizing profits from this drug.

This is very much a "stay tuned" situation in terms of quantifying this late-stage pipeline drug's value to GILD.

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Mippert schreef op 7 februari 2019 14:06:

De 'pump' staat weer aan: FOMO kopers lokken ...................

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MrBerth schreef op 7 februari 2019 14:07:

Je weet elke beweging wel zo negatief mogelijk te interpreteren hé Mippert....

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Sirlander schreef op 7 februari 2019 13:59:

[...]

waarom doen ze dit? ik begin te denken dat ze zelf tov GLPG informatie willen achterhouden.

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Lingus schreef op 7 februari 2019 12:16:

Filgotinib
Once again, GILD disappointed investors on the conference call by providing no information about how to think of a US filing for RA, where the limiting factor is the MANTA study on reproductive safety in men. The company did appear to say that filings in the rest of the world can occur before MANTA results are known. Filgotinib is being shared with the drug's initial inventor, Galapagos (GLPG); I estimate that GLPG will share about 30% of profits once filgotinib is launched globally.

Filgotinib, which is an oral drug, will compete directly with other JAK inhibitors, but it looks to be 4th to the US and EU market assuming that AbbVie's (ABBV) upadacitinib is approved timely. It will also compete indirectly with Roche's Actemra, so the incoming CEO should have a good plan on maximizing profits from this drug.

This is very much a "stay tuned" situation in terms of quantifying this late-stage pipeline drug's value to GILD.

Bron: seekingalpha.com/article/4238879-gile...

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moneymaker_BX schreef op 7 februari 2019 13:42:

Als het zo door zakt binnen kwartier rood
Mensen mij horen jullie vandaag niet meer en misschien de hele maand wel niet meer
Ik word misselijk van het beleggen voor dit moment
Mocht mijn gelijk er zijn rond 22.00 uur vanavond dan neem ik graag jullie felicitaties en bedankjes in ontvangst
mijn giro nr zal ik dan geven voor eventuele stortingen van jullie kant