Aandeel Galapagos AEX:GLPG.NL, BE0003818359

quote:

beagle06 schreef op 15 december 2020 22:25:

Beste forum leden,
We did not expect to end the year in another lockdown. Nor did we anticipate Galapagos to end up in the choppy waters it is today. The CRL and the decision of Gilead not to progress filgo in RA is big disappointment. For us, for doctors, patients and investors.
Kind regards,
Onno

quote:

beagle06 schreef op 15 december 2020 22:25:

Beste forum leden,
We did not expect to end the year in another lockdown. Nor did we anticipate Galapagos to end up in the choppy waters it is today. The CRL and the decision of Gilead not to progress filgo in RA is big disappointment. For us, for doctors, patients and investors. This, in combination with the failure of ‘1972 in OA has caused the stock to drop to levels we had not thought we would see again. But that is the reality of biotech. It all depends on the progression of the products in the pipeline, and when a product hits a wall, the impact is huge.
However, the setback with filgo also opens a new chapter for Galapagos. We were able to negotiate full commercial rights for filgo in Europe, a great improvement of the existing situation and an opportunity our commercial team could only have dreamt about. With the new agreement, we now align commercialization of filgo to our European commercial strategy and vision that is the basis of the 10 year alliance with Gilead.
Clearly there is much now for us to do. Through a phased transition period, the majority of activities supporting filgo in Europe are expected to be assumed by Galapagos by the end of ‘21. Over the past two years, Gilead and Galapagos have made tremendous progress in building the European commercial organization for launching filgo in RA. We will now work closely with Gilead to move their people and expertise to Galapagos to ensure a successful continuation of the launch. Separately, both companies remain committed to our long-term collaboration to discover and develop new therapies for inflammatory diseases, fibrosis and beyond.
It can’t be denied that 2020 is a difficult year, but together with you all, I am looking forward to this new chapter in the history of Galapagos.
Kind regards,
Onno

quote:

I Love Melbourne schreef op 16 december 2020 06:27:

[...]

Hi Onno,

Dank voor het delen van dit bericht.

Betekent ‘full commercial rights’ dat er geen royalties aan Gilead betaald hoeft te worden? De reden dat ik dit vraag is omdat ik in een ander nieuwsbericht las dat Gilead 160 miljoen aan Galapagos betaald maar wel royalties over de verkoop in Europa moet betalen. Dank alvast voor de uitleg!

quote:

beagle06 schreef op 15 december 2020 22:25:

But that is the reality of biotech. It all depends on the progression of the products in the pipeline, and when a product hits a wall, the impact is huge.

quote:

Goudmijn64 schreef op 16 december 2020 16:28:

Beleggen in Galapagos is risicovol. Niet zeuren als het tegenzit.
Wel heel jammer dat u onlangs in een periode dat het vertrouwen zeer laag is uw warrants meteen verzilverde.
het waren er (voor u) slechts 1500, maar het is wel kenmerkend hoeveel vertrouwen uzelf in Galapagos nog heeft.

Je zou juist nu als CEO ballen moeten tonen en laten zien hoeveel vertrouwen u heeft in uw kindje.
dat doe je door aandelen in te kopen en niet ook de kruimels (1500 aandelen) maximaal te willen benutten.
Ik gun u het allerbeste, maar in tijden van een vertrouwenscrisis (en u wist wat er nog zou komen) niet de zakken tot over de rand willen vullen.