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Aandeel Galapagos AEX:GLPG.NL, BE0003818359

Laatste koers (eur) Verschil Volume
25,580   +0,040   (+0,16%) Dagrange 24,900 - 25,580 119.487   Gem. (3M) 87K

Galapagos december 2020

5.922 Posts
Pagina: «« 1 ... 68 69 70 71 72 ... 297 »» | Laatste | Omlaag ↓
  1. forum rang 4 Wall Street Trader 8 december 2020 16:57
    quote:

    winx09 schreef op 8 december 2020 12:31:

    [...]

    Ik ben heel benieuwd of Gilead en Gala op een lijn zitten wat betreft openheid en snelheid van communicatie. Er spelen nogal wat belangen. En als Gilead met meel in de mond gaat communiceren dan blijven de donkere wolken nog tot 2q21 hangen.

    Communications with Regulatory Authorities.

    Following the Regulatory Transition Date, within […***…] days after receipt of any Material Communication from a Regulatory Authority in a Major Market with respect to any Licensed Product, Gilead will provide Galapagos, through its Alliance Manager, with a brief written description of the principal issues raised in such Material Communication.

    Confidential Information, indicated by […***…], has been omitted from this filing and filed separately with the Securities and Exchange Commission.

    Upon Galapagos’ reasonable request after receiving a notice from Gilead in accordance with the immediately preceding sentence, Gilead will provide to Galapagos complete copies of such correspondence within a reasonable period of time following such request. Gilead will allow Galapagos […***…] Business Days to review and comment on Gilead’s proposed response to any such Material Communications with any Regulatory Authority in the Major Markets with respect to any Licensed Product in advance of the transmission of such response, and Gilead will reasonably consider all comments timely provided by Galapagos in connection therewith.

    Meetings with Regulatory Authorities.

    Following the Regulatory Transition Date, Gilead shall provide Galapagos with reasonable advance notice of all formal meetings and teleconferences with the FDA and EMA pertaining to any Licensed Product, or with as much advance notice as practicable under the circumstances. Gilead shall permit Galapagos to have, at Galapagos’ expense, two representatives of Galapagos attend as observer, such formal meetings and teleconferences with the FDA and EMA pertaining to such Licensed Product.

    Submissions.

    With respect to each Licensed Product, Gilead will allow Galapagos […***…] Business Days to review and comment on all filings and other submissions to Regulatory Authorities in the Major Markets related to such Licensed Product in advance of submission of any such filings, and Gilead will reasonably consider all comments provided by Galapagos in connection therewith. With respect to each Licensed Product, Gilead shall provide Galapagos with prompt written notice of each of the following events (but in any event within […***…] days) after the occurrence of such event in the Major Markets: (i) the filing of any IND for such Licensed Products; (ii) the submission of any filings or applications for Regulatory Approval (including orphan drug applications and designations) of such Licensed Product to any Regulatory Authority; and (iii) receipt or denial of Regulatory Approval for such Licensed Product; provided, however, that Gilead shall inform Galapagos of such event prior to public disclosure of such event.

    The market is still waiting for Gilead to disclose more information to investors and maybe there is some window dressing going on. Window dressing is a strategy used by mutual funds and other portfolio managers near the year end to improve the appearance of a fund’s performance before presenting it to clients or (institutional) shareholders.

    @MadisonAv

    Gilead could have approached Galapagos’s major shareholders directly in 2019 with an acquisition offer, bypassing the CEO. (Those shareholders include a Rotterdam, Netherlands-based family office, Van Herk Investments, which was also one of the largest holders of Ablynx stock and despite being a self-declared long-term investor, happily accepted the 100% premium offered by Sanofi.) But they did not.

    Whether the Gilead/Galapagos deal proves inspirational in the future will depend on how many of Galapagos’s drug candidates actually succeed. If just one does, Gilead may have overpaid. If several do, the US company has gotten a great deal and Galapagos’s shareholders may feel they were sold short.

    O’Day is eyeing at the almost two dozen preclinical assets, including some that both stimulate anti-inflammatory cytokines and inhibit pro-inflammatory cytokines (Toledo).
  2. figges 8 december 2020 17:02
    quote:

    Gala-diner schreef op 8 december 2020 16:59:

    [...]
    Binnen een paar maanden 28 euro up...
    Jammer als je nu bent uitgestapt..
    En ook niet zo slim. Maar ja, emotionele particulieren, die eigenlijk niet weten waar ze in beleggen ...
    ik ben niet uitgestapt he. heb een paar keer bijgekocht... wel pas break even nu op 143 euro.. kwam van ruim boven de 160 :-)
  3. forum rang 6 wiegveld 8 december 2020 17:09
    quote:

    Crees schreef op 8 december 2020 17:05:

    [...]

    niet echt positief....
    Nou dit is hoe de wetenschappers naar de JAK kijken.
    Tenminste evengoed werkzaam
    Lange termijneffecten onbekend
    Hoge prijs

    Ik denk dat ze uiteindelijk een plaats krijgen in de behandeling, maar ziekenhuizen hebben een zwaar budgetkader om hun nek hangen en alle geld dat naar dit soort middelen gaat heeft invloed op de andere zorgkosten. Dus ze maken afwegingen en de prijs is dus medebepalend.
    Ikzelf heb vaker gepost dat mn de prijs van adalimumab (Humira) nu 85% lager is dan 2 jaar geleden. Dus 3-4000 euro per jaar versus JAK remmers voor 12-15.000 per jaar.
    Daarover zal in de inkoop van de ziekenhuizen vast gediscussieerd worden
  4. Crees 8 december 2020 17:34
    quote:

    wiegveld schreef op 8 december 2020 17:09:

    [...]

    Nou dit is hoe de wetenschappers naar de JAK kijken.
    Tenminste evengoed werkzaam
    Lange termijneffecten onbekend
    Hoge prijs

    Ik denk dat ze uiteindelijk een plaats krijgen in de behandeling, maar ziekenhuizen hebben een zwaar budgetkader om hun nek hangen en alle geld dat naar dit soort middelen gaat heeft invloed op de andere zorgkosten. Dus ze maken afwegingen en de prijs is dus medebepalend.
    Ikzelf heb vaker gepost dat mn de prijs van adalimumab (Humira) nu 85% lager is dan 2 jaar geleden. Dus 3-4000 euro per jaar versus JAK remmers voor 12-15.000 per jaar.
    Daarover zal in de inkoop van de ziekenhuizen vast gediscussieerd worden
    klopt, en dat zal impact hebben op de toekomstige verdiensten.
    prijs /3 heeft mega impact op koersdoel....
5.922 Posts
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