Ontvang nu dagelijks onze kooptips!

word abonnee
Van beleggers
voor beleggers
desktop iconMarkt Monitor

BioPharma« Terug naar discussie overzicht

Ook SIRNA

1.786 Posts
Pagina: «« 1 ... 53 54 55 56 57 ... 90 »» | Laatste | Omlaag ↓
  1. ludwig mack 12 oktober 2005 20:55
    quote:

    de beurs specialist schreef:

    De tijd zal het toch goedmaken !
    Ik sta geheel nu op -19.36% !
    Wat wil dit nu zeggen in de Biotech?
    waar, en hij komt van de 2 dollar, daar boven vindt hij absoluut steun, maar waar ?; goed aandeel, maar weet ook niet wanneer in te stappen !
    groet
  2. nbvdb 13 oktober 2005 00:09
    Is er iets fundamenteel veranderd dan? het lijkt me uiterst riskant beleggen als je bij een daling zoals deze verkoopt. Natuurlijk kan het verder zakken, maar voor hetzelfde geld stijgt we weer in de komende dagen. Wie het weet mag het zeggen.

    Volgens mij is het veel en veel efectiever om te kijken naar de onderliggende waarde en toekomstverwachtingen van een aandeel en dat te vergelijken met de huidige waarde. Als de biotech zonder aanwijbare reden gedaald is betekent dit dat het sentiment even tegen zit en dat alles dus goedkoper en koopwaardiger is geworden. Geen reden voor verkoop dus.

    Daar komt bij dat ik er sinds de recente deal mrt Allergan nog veel meer vertrouwen in heb gekregen dan ooit. Het enige waar ik me zorgen over maakte was de cashburn en het benodigde geld om al die onderzoeken door de komende fases heen te loodsen. Deze deal laat zien hoe dat probleem opgelost wordt: door de partner alle kosten op zich te laten nemen! Als deze deal model staat voor de komende partnership deals (en dat denk ik wel) betekent dat flinke inkomsten en lage kosten, waarmee Sirna zelf aan de ontwikkeling van weer andere medicijnen kan beginnen.

    Je hebt zelf geschreven dat het recente partnership alleen al meer waard is dan de totale huidige beurswaarde van SIRNA. Al die andere veelbelovende projecten zijn er ook nog en ze hebben ze een enorm waardevolle (gepatenteerde) techniek in handen. De reele waarde van SIRNA is dus echt veel hoger dan de huidge $3-$4! Vroeg of laat komt dat er uit natuurlijk.

    Dat weet je zelf ook wel en misschien heb ik makkelijk praten met een gemiddelde aankoopwaarde van $2.15, maar ik voel de pijn natuurlijk ook. Ik had ook op %5 kunnen verkopen. Toch heb ik geen spijt, want ik geloof niet in zo'n strategie. Dan mis je uiteindelijk de stijging die vroeg of laat komt hoogswaarschijnlijk ook.

    quote:

    Anna_List schreef:

    deze daling heeft helaas niet alleen met manipulatie te maken. De hele biotech index zakt als een pudding in elkaar. Kijk naar ALNY ISIS etc etc..

    Ik heb helaas nog maar een paar over en die gaan er vanavond of morgen ook uit als er geen herstel is.

    Anna
  3. [verwijderd] 13 oktober 2005 20:00
    quote:

    de beurs specialist schreef:

    De tijd zal het toch goedmaken !
    Ik sta geheel nu op -19.36% !
    Wat wil dit nu zeggen in de Biotech?
    En dan heb je jouw naam nog mee, laat staan hoe de rest ervoor staat.

    Met de huigige stijging (bodem) moet er vandaag nog meer inzitten. Voorzichtig maar weer bijkopen vandaag, gaan we goed het weekeinde in.

    Jay
  4. [verwijderd] 13 oktober 2005 20:25
    quote:

    chicolino schreef:

    Nou Dalma intussen heb je een klein winstje opgebouwd!

    Inmiddels alweer $ 3,60 zullen we de $ 3,38 voorlopig als bodem hebben gezien? Volume neemt ook weer iets toe.
    ik zie het ja..

    maar goed, hou dit aandeel wel wat langer vast dan een weekje.

    ga voor minimaal 5 dollar.
  5. [verwijderd] 14 oktober 2005 13:46
    October 13, 2005 Thomas Weisel Partners LLC

    Biotechnology: Small and Mid-Cap-Sirna Therapeutics, Inc.-Outperform
    NASDAQ:$3.59-Initiating Coverage with an Outperform Rating


    Executive Summary

    * We are initiating research coverage of Sirna Therapeutics, Inc. (RNAI) with an Outperform investment rating on the shares. Sirna concentrates on the research and development of short interfering RNAs for the treatment of numerous human diseases. Sirna's lead drug, Sirna-027, is in Phase I/II development for the treatment of wet-AMD. Other diseases targeted by Sirna include viral hepatitis, oncology, Huntington's Disease, asthma, diabetes, and dermatologic indications.
    * Sirna-027 is in Phase I/II investigation for use in the treatment of wet-AMD. Interim data from this trial, presented earlier in 2005, demonstrated that this drug has efficacy characteristics on par with
    Genentech's Lucentis. Although the data were based on a limited patient number, we note 027's ability to improve vision 24 months after a single dose
    (25% of patients had three lines of visual gained or better). This program was recently outlicensed to Allergan for an upfront payment, milestones and
    royalties on future sales that serves, in part, to validate Sirna's technology.
    * Sirna is at the forefront of bringing the promise of RNA interference from the laboratory to the clinic. The company has secured a formidable
    intellectual property estate that incorporates extensive chemical modification and drug delivery technology and extends well beyond the individual sequence(s) used in potential therapeutic products.
    * According to our research, Sirna is progressing along a steady and deliberate path to both technology advancement and drug development. With
    advancements in RNAi ranging from target selection to drug delivery and now clinical proof of concept, we believe that Sirna is in a leadership position
    that should allow it to take advantage of its first-mover status.
    * We estimate the company's current fair value to be approximately $6 based on a P/E multiple of 45x applied to our 2010 fully taxed EPS estimate of
    $0.54 discounted to 2005 by 40% per annum.

    SIRNA THERAPEUTICS: ONTO SOMETHING BIG
    We are initiating research coverage of Sirna therapeutics, Inc. (RNAI) with an Outperform investment rating on the shares. Sirna is an integrated research and development biotechnology firm focused on the investigation of a novel therapeutic modality-RNA interference. Although new to the therapeutic arena, short interfering RNA technology has been a common tool in biomedical
    research, as it allows for precise control of genetic expression. Sirna is at the forefront of bringing this technology out of the laboratory and into clinical testing for the treatment of human disease. With a growing portfolio of comprehensive intellectual property, manufacturing assets, multiple preclinical/clinical drug candidates, and a substantial lead time over the competition in bringing this technology into the clinic, our research suggests that Sirna holds a strong leadership position in advancing and
    benefiting from this promising technology platform. Sirna is the only RNAi-focused firm with a drug in clinical testing.
    Sirna's lead developmental drug, Sirna-027 is in late Phase I/II development for treatment of wet-AMD. The company recently announced partnership of 027, as well as future ophthalmology programs, with Allergan. Interim data from the 027 phase I/II trial demonstrate that this drug has efficacy
    characteristics on par with Genentech's Lucentis while maintaining an attractive safety profile. Our research suggests a high probability for
    consistently high efficacy to be demonstrated in the entire dataset, which should be reported at the upcoming American Academy of Ophthalmology meeting
    (October 15-18). We project advancement of this program into Phase II in 2Q06 under the auspices of Allergan.
    Sirna is likely to advance two additional molecules into clinical testing in 2006. One targets hepatitis C and the other targets a dermatology indication (hair removal). Overall, Sirna's research programs target macular degeneration, hepatitis C, dermatology, Huntington's disease, asthma, dermatology, and oncology. According to our research, given the prevalence of RNA interference as research tool across both the biotechnology and
    pharmaceutical industries, Sirna's advanced capability in bringing this modality into human testing is likely to draw attention from potential
    in-licensees. We expect that these comprehensive collaborations, either focused on broad therapeutic areas or more narrowly on specific diseases,
    will serve both to validate Sirna's technology and to drive shareholder value through the realization of license fees, milestones and potential royalty
    payments on sales of drugs advancing to commercialization.
    INVESTMENT HIGHLIGHTS
    Technology Overview
    RNA interference is an endogenous mechanism in human cells thought to be related to the cell's antiviral defense capability. Normally, when a virus
    infects a cell, the cell uses this mechanism to destroy new RNA formed by the virus's hijacking of normal cellular protein expression machinery, which is when viral DNA is inserted into the normal human genome, the cell transcribes this newly inserted DNA into mRNA, and the mRNA is transported to the
    cytoplasm for translation into protein (in this case related to viral particle assembly). RNA interference uses short RNA molecules (about 21
    nucleotides long) that guide the formation of a unique RNAi protein complex known as RISC (RNA-induced silencing complex). These RISC units use the RNA molecules to recognize mirror image RNA sequences and target them for destruction.
    Exhibit 1: The Sirna Approach

    Source: Copyright Sirna Therapeutics, 2005,
    reprinted with permission.
    Sirna's RNA interference program delivers synthetic RNA molecules called short interfering RNA to guide the recognition function of RISCs. The ability
    of RNAi to be used as a therapeutic modality hinges on the ability to manipulate RISCs to target specific mRNA sequences that are the pathologic
    expression of certain genes. A key hurdle to overcome in realizing this potential is the delivery of siRNAs from the ex-vivo environment through circulation and into the relevant cellular environment. Sirna has made considerate progress to this end. For example, unmodified siRNAs have a half
    life of less than one minute using a typical serum stability assay, while Sirna's chemically modified siRNAs have a half life of up to several days.
    Sirna's chemical modifications result in improved pharmacokinetics, siRNA stability potency, and inhibition of immune-system stimulation. Their
    proprietary and in-licensed delivery technology permits specific organ targeting using nanoparticles, conjugates, and lipid-based delivery systems.
    Intellectual Property
    Sirna Therapeutics has been working on rapidly moving from early preclinical stages to entering clinical evaluation. It moved 027 from target selection to the clinic in 18 months. In parallel to its efforts in bringing new drugs to the clinic, Sirna has been bolstering its intellectual property position in disease areas that seem promising. Sirna has a comprehensive intellectual
    property position with approximately 45 patents issued and 250 patents pending. Patents sought by and granted to Sirna broadly cover enablement from
    formulation and compositio
1.786 Posts
Pagina: «« 1 ... 53 54 55 56 57 ... 90 »» | Laatste |Omhoog ↑