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Crucell« Terug naar discussie overzicht

Winstverwachting Genentech voor 2006

65 Posts
Pagina: «« 1 2 3 4 »» | Laatste | Omlaag ↓
  1. aossa 12 juli 2006 21:53
    quote:

    0710 schreef:

    Hallo, jullie bewijzen mijn punt, uit mij geen piep meer.

    Kennen jullie "Blinded by the light" van Manfred Mann?
    Run rabbit run
    dig that hole, forget the sun
    and when at last the work is down
    don't sit down, it's time to dig another one
    for long you live and high you fly
    but only if you ride the tide
    and balanced on the biggest wave
    you race towards an early grave

  2. [verwijderd] 12 juli 2006 21:55
    quote:

    0710 schreef:

    Hallo, jullie bewijzen mijn punt, uit mij geen piep meer.

    Kennen jullie "Blinded by the light" van Manfred Mann?
    Nog maar eens langs www.hansanders.nl
    Speciaal voor jou :"very unpleasin', sneezin' and wheezin"
    www.iex.nl/forum/topic.asp?forum=228&...

    gr.
    I'm walking on sunshine, woooah
    and don't it feel good!!
  3. gogogoo 12 juli 2006 22:21
    quote:

    0710 schreef:

    [quote=Ian]
    Hi 0710..........

    Vraag jezelf eens af: Is jouw glas half vol of half leeg ?

    Ian
    [/quote]

    Mijn glas is 70% vol, 30% ben ik kwijt aan Crucell :)

    Tsja 'buy the rumour, sell the news", een oud beursgezegde met veel waarheid. Zie ook Genentech.

    Maar de boodschap lijkt me luid en duidelijk "hier keert een ieder elke steen om op zoek naar goud."

    De schaduwzijde laten we liever onder belicht?

    'buy on the rumour, sell on the news"

    Geruchten kopen en (dat als) nieuws verkopen kan strafbaar zijn ;)
  4. aossa 6 oktober 2006 18:50
    Earnings Preview: Genentech
    Friday October 6, 12:12 pm ET
    Genentech Expected to Post Solid Third-Quarter Earnings on Cancer Drug Sales

    NEW YORK (AP) -- Genentech Inc. reports earnings for the third quarter on Tuesday. The following is a summary of key developments and analyst opinion related to the period.

    OVERVIEW: Analysts are mixed on Genentech's third-quarter earnings prospects. While several said they expect sales of cancer drugs Avastin and Herceptin to drive a positive quarter, others consider sales data too inconclusive to come to a solid assessment.

    The company started the third quarter with a bang by shattering Wall Street estimates for its second-quarter results, with profit jumping 79 percent. The same drugs that pushed it to that threshold, including Rituxan, Herceptin and Avastin, are in the spotlight again.

    The quarter saw the end of a development project with Curis Inc. following the failure of a skin cancer drug during an early-stage clinical trial. Genentech also had to contend with a Food and Drug Administration request for more information on its cancer drug Avastin as a treatment for breast cancer. The drug is already approved for colon cancer. Analysts did not expect the request to have much impact on the company, as the drug is being studied for several other uses.

    EXPECTATIONS: Analysts polled by Thomson Financial expect Genentech to earn 51 cents per share on revenue of $2.31 billion. In its second-quarter statement, the company said it expects adjusted profit for the full year to increase between 55 percent to 60 percent.

    ANALYST TAKE: Analysts maintain a positive view of the company, though they have mixed feelings on how it fared during the third quarter. Those mixed views focus on how well the company's products sold on the market.

    "We continue to expect upside on revenue and earnings fueled by Avastin, Herceptin and Rituxan, which are standards of care in their respective cancer markets," wrote Merrill Lynch analyst Eric Ende, in a report to investors Tuesday.

    He maintains a "Buy" rating on the stock and expects Avastin sales to range between $450 million and $460 million.

    On the other side of the outlook is Lehman Brothers analyst Craig C. Parker, who cites the impact of a shift in recognizing revenue and an industry revision of Avastin sales as factors that could drag down profit. He points out that sales data on Rituxan and Herceptin has not been revised to match the company's revenue recognition timing.

    "We would not be surprised to see both of these products come in at or below consensus," he wrote in a report to investors Wednesday.

    Parker maintains a "Equal Weight" rating on the stock and expects Avastin sales to register $449 million.

    Rodman and Renshaw's Michael G. King Jr. rates Genentech at "Market Outperform," and said he expects Avastin sales of $439 million, but noted that industry data is tracking ahead of those estimates.

    WHAT'S AHEAD: Analysts are expecting FDA approval of Avastin for use as a first-line treatment in lung cancer Oct. 11. CreditSuisse analyst Michael Aberman expects that approval to drive the stock into the mid-$80 range. But he also sees weakness following third-quarter results, with an expected slowdown in near-term growth for Avastin, Herceptin and Rituxan.

    STOCK PERFORMANCE: Though Genentech's stock fluctuated throughout the quarter, it finished basically flat. Shares closed July 3 at $82.82 and finished at $82.70 Sept. 29. Shares have traded between $75.58 and $100.20 over the last 52 weeks.

  5. ved 10 oktober 2006 22:15
    Genentech quarterly net profit rises 58%

    3:53pm 10/10/2006

    DNA85.63, -0.65, -0.8%) after Tuesday's closing bell reported net earnings of $568 million, or 53 cents a share, up 58% from $359 million, or 33 cents a share, in the same quarter last year. Revenue rose to $2.38 billion from $1.75 billion. Earnings from continuing operations, on a per-share basis, came in at 59 cents. Analysts had been looking for a profit of 51 cents a share and revenue of $2.32 billion, according to Thomson First Call. Genentech also said it expects full-year 2006 earnings from continuing operations to rise between 65% and 70% over 2005.
  6. ved 10 oktober 2006 22:24
    Tuesday, Oct 10, 2006


    Genentech Announces Third Quarter 2006 Results


    -- First Full Quarter Lucentis Sales Exceed $150 Million --


    South San Francisco, Calif. -- October 10, 2006 -- Genentech, Inc. (NYSE: DNA) today announced financial results for the third quarter of 2006. Revenue results for the third quarter of 2006 include:

    Total product sales of $1,941 million, a 34 percent increase over product sales of $1,451 million in the third quarter of 2005.
    Operating revenues of $2,384 million, a 36 percent increase over operating revenues of $1,752 million in the third quarter of 2005.
    Key operating results for the third quarter of 2006 include:

    Non-GAAP net income increase of 66 percent to $637 million from $384 million in the third quarter of 2005; GAAP net income increase of 58 percent to $568 million, including employee stock-based compensation expense, from $359 million reported for the third quarter of 2005. 1, 2

    Non-GAAP earnings per share increase of 69 percent to $0.59 per share from $0.35 per share in the third quarter of 2005; GAAP earnings per share increase of 61 percent to $0.53 per share, including employee stock-based compensation expense, from $0.33 per share reported for the third quarter of 2005. 1, 2
    A reconciliation2 between non-GAAP and GAAP earnings per share for the third quarters of 2006 and 2005 is provided in the following table:
    Non-GAAP Diluted EPS Employee Stock Compensation Expense Roche Redemption and Special Items Reported GAAP Diluted EPS
    Q3 2006 $0.59 ($0.04) ($0.02) $0.53
    Q3 2005 $0.35 --1 ($0.02) $0.331

    "We are encouraged by strong initial physician acceptance of Lucentis. The rapid adoption of the recently available Lucentis product reflects the fact that wet age-related macular degeneration is a key unmet medical need, and we are proud to have brought this new therapy to thousands of patients faced with potential blindness," said Arthur D. Levinson, Ph.D., Genentech's chairman and chief executive officer.

    The company currently expects approximately 65 to 70 percent growth in non-GAAP earnings per share for the full year 2006, relative to 2005.2

    Product Sales
    For the three months ended September 30, 2006:

    U.S. product sales increased 34 percent to $1,830 million, from $1,365 million in the third quarter of 2005.
    U.S. sales of Rituxan® (Rituximab) increased 12 percent to $509 million, from $456 million in the third quarter of 2005.
    U.S. sales of Avastin® (bevacizumab) increased 34 percent to $435 million, from $325 million in the third quarter of 2005.
    U.S. sales of Herceptin® (Trastuzumab) increased 40 percent to $302 million, from $215 million in the third quarter of 2005.
    U.S. sales of Tarceva® (erlotinib) increased 37 percent to $100 million, from $73 million in the third quarter of 2005.
    U.S. sales of LUCENTIS™ (ranibizumab injection) were $153 million. Approved and launched on June 30, 2006, sales in the second quarter of 2006 were $10 million.
    U.S. sales of Xolair® (Omalizumab) increased 30 percent to $107 million, from $82 million in the third quarter of 2005.
    U.S. sales of RAPTIVA® (efalizumab) increased 10 percent to $23 million, from $21 million in the third quarter of 2005.
    U.S. sales of legacy products, including growth hormone, cardiovascular products and Pulmozyme® (dornase alfa, recombinant) Inhalation Solution, increased 4 percent to $202 million, from $194 million in the third quarter of 2005.
    Product sales to collaborators increased 29 percent to $111 million, from $86 million in the third quarter of 2005.
    Royalties and Contract Revenues

    Royalties increased 53 percent to $364 million, from $238 million in the third quarter of 2005.
    Contract revenues increased 25 percent to $79 million, from $63 million in the third quarter of 2005.
    Expenses and Other

    Cost of sales as a percentage of product sales was 15 percent, compared to 16 percent in the third quarter of 2005. Cost of sales increased to $297 million from $236 million in the third quarter of 2005.
    Research and development (R&D) expenses, on a non-GAAP basis, increased 27 percent to $419 million, from $329 million in the third quarter of 2005. Non-GAAP R&D expenses as a percentage of operating revenues were 18 percent, compared to 19 percent for the third quarter of 2005. On a GAAP basis, R&D expenses increased 38 percent to $454 million, including employee stock-based compensation expense of $35 million, from $329 million in the third quarter of 2005. GAAP R&D expenses for the third quarter of 2006 were 19 percent of operating revenues, consistent with 19 percent in the third quarter of 2005.
    Marketing, general and administrative (MG&A) expenses, on a non-GAAP basis, increased 34 percent to $460 million, from $343 million in the third quarter of 2005. Non-GAAP MG&A expenses as a percentage of operating revenues were 19 percent, compared to 20 percent in the third quarter of 2005. On a GAAP basis, MG&A expenses increased 46 percent to $501 million, including employee stock-based compensation expense of $41 million, from $343 million in the third quarter of 2005. GAAP MG&A expenses for the third quarter of 2006 were 21 percent of operating revenues, compared to 20 percent in the third quarter of 2005.
    Collaboration profit-sharing expenses in the third quarter of 2006 increased 14 percent to $250 million from $220 million in the third quarter of 2005.
    Genentech's non-GAAP and GAAP income tax rates for the third quarter of 2006 were 37 percent, compared to the 41 percent non-GAAP and GAAP income tax rates in the third quarter of 2005.2
    Genentech's unrestricted cash and investments portfolio totaled approximately $4 billion as of September 30, 2006.

    Clinical Development
    Genentech announced that in the third quarter of 2006 it completed enrollment of a Phase III study of Avastin in adjuvant colon cancer as well as a Phase II study of Omnitarg™ (pertuzumab) in combination with chemotherapy in advanced ovarian cancer. Genentech's collaborator OSI Pharmaceuticals initiated enrollment in its RADIANT Phase III study of Tarceva for EFGR-positive patients with early-stage (adjuvant) non-small cell lung cancer, and Genentech initiated enrollment in a Phase III TNKase® (Tenecteplase) catheter clearance study. Genentech also announced that its Phase II study of Rituxan with its collaborator Biogen Idec, Inc. for patients with relapsing remitting multiple sclerosis met its primary endpoint of reducing Gadolinium-enhancing lesions and showed a statistically significant reduction in the number of relapses among patients treated with Rituxan.

    In the third quarter of 2006 Genentech added four new molecular entities to the development pipeline, including the PARP inhibitor for malignant melanoma with its collaborator Inotek Pharmaceuticals Corporation, and a systemic hedgehog antagonist for solid tumors with its collaborator Curis, Inc.

    Other Company Events
    In September 2006, the U.S. Food and Drug Administration granted approval for the manufacture of Herceptin bulk drug substance at Wyeth's Andover, Mass. production facility.

    Webcast
    Genentech will be offering a live webcast of a discussion by Genentech management of the earnings and other business results on Tuesday, October 10, 2006, at 2:15 p.m. Pacific Time (PT). The live webcast may be accessed on Genentech's website at www.gene.com. This webcast will be available via the website u
  7. [verwijderd] 10 oktober 2006 22:28
    quote:

    klein_duimpje schreef:

    Hoe graag we het allemaal ook willen, dit kan niet via, of met behulp van, Star geproduceerd worden. September 2006 is de maand van goedkeuring. Dit zou nieuws zijn wat zo koersgevoelig is dat Crucell dit niet achter zou mogen houden.
    K.D.
    Je hebt gelijk, samenwerking Wyeth Genentech dateert van 2004. Nog voor 'STAR".
  8. [verwijderd] 10 oktober 2006 22:37
    Ik heb de slides gescant, vind niets over Crucell. Wordt in ieder geval niet onder 'major partners' weggezet.

    Ook voor te verwachten productonwikkelingen (milestones) voor Q4,niets wat op STAR of Crucell kan wijzen. Wel een toenemend gebruk van bioreactor vaten over de gehele wereld.
  9. forum rang 10 voda 10 oktober 2006 23:03
    RTRS-Middel tegen slechtziendheid stuwt winst Genentech
    SAN FRANCISCO (ANP) - De succesvolle introductie van een geneesmiddel voor
    behandeling van slechtziendheid bij ouderen heeft de winst van het Amerikaanse
    biotechnologiebedrijf Genentech gestuwd. Het grootste deel van de winststijging
    in het derde kwartaal was te danken aan de verkoop van medicijnen voor de
    behandeling van kanker.

    Dat heeft het op een na grootste biotechnologiebedrijf ter wereld dinsdag na
    het sluiten van de beurs in New York bekendgemaakt. De nettowinst steeg met 58
    procent tot 568 miljoen dollar. De omzet groeide met 34 procent naar 2,38
    miljard dollar.

    ((ANP Redactie Economie, email economie(at)anp.nl, +31 20 504 5999))
  10. [verwijderd] 10 oktober 2006 23:32
    quote:

    soldaat schreef:

    Ik heb de slides gescant, vind niets over Crucell. Wordt in ieder geval niet onder 'major partners' weggezet.

    Ook voor te verwachten productonwikkelingen (milestones) voor Q4,niets wat op STAR of Crucell kan wijzen. Wel een toenemend gebruk van bioreactor vaten over de gehele wereld.
    www.gene.com/gene/ir/financials/earni...

    Wat dacht je van Slide 32:

    "Bulk Manufacturing Capacity Enhancement Projects 2005/2006"

    Q4'06:

    "Anticipate FDA approval of high titer processes for Avastin and Rituxan"

    waarbij "high titer processes" staat voor "processen met hoge opbrengst" ? Als in STAR?

    Woord van voorzichtigheid: Al eerder, ik dacht zelfs meer dan een jaar geleden, was er sprake van "opbrengstverhogende technieken" bij Genentech presentaties, en toen bleek dat er andere, simpelere technische productie-verhogende technieken toegepast waren. Maar toch, dit prikkelt de fantasie....
    Misschien kan iemand nagaan of dit punt nog mondeling verder is toegelicht....
65 Posts
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