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Octoplus« Terug naar discussie overzicht

Jaarresultaten gepubliceerd op vrijdag 18 februari

71 Posts
Pagina: «« 1 2 3 4 »» | Laatste | Omlaag ↓
  1. [verwijderd] 11 februari 2011 10:10
    Vreemd dat er op het exact de zelfde tijdstip orders zowel in de bied en in de laat worden gezet?
    Een zelfde persoon?
    Wat is de bedoeling dat er om de seconde een order in de bied wordt gezet en weer wordt weggehaald op 1.391 ( 4313 stuks)?
    Er blijft een programma hangen? Dit is geen partucilier!
  2. mr.Franz 11 februari 2011 11:33
    quote:

    Whippet schreef op 11 februari 2011 10:10:

    Vreemd dat er op het exact de zelfde tijdstip orders zowel in de bied en in de laat worden gezet?
    Een zelfde persoon?
    Wat is de bedoeling dat er om de seconde een order in de bied wordt gezet en weer wordt weggehaald op 1.391 ( 4313 stuks)?
    Er blijft een programma hangen? Dit is geen partucilier!
    Laat dat programma de stukjes dan maar kopen voor bestens max.13.91

    Deze week verder weinig opmerkelijks gebeurt, zowel met de koers niet als met de bijbehorende volumes niet. Ook op het forum was het weer ouderwets rustig.

    Op naar volgende week, dan weten we rond deze tijd vast en zeker wat de resultaten zijn, en zo mogelijk de vooruitzichten voor de komende tijd.
  3. peebee 11 februari 2011 17:57
    quote:

    Whippet schreef:

    Als de cijfers tegenvallen en de vooruitzichten zijn minder, dan kan het aandeel nog wel eens hard zakken?
    Nu zonder berichten wordt het ook makkelijk 5 centjes naar beneden gezet.
    Met een handje vol euro's is dit aandeel makkelijk te sturen.

    Beste Whippet,

    3 vragen:
    1= waarom zit je uberhaupt nog in Octoplus?
    2= geloof je in dit bedrijf/aandeel?
    3= waarom wel/waarom niet?

    ben benieuwd naar je antwoorden

    Let wel: iedereen zijn eigen mening, maar je negatieve inslag kennen we nu wel, ik ben gewoon benieuwd wat daarachter zit...

    mvg
    Peebee
  4. patient 11 februari 2011 18:31
    quote:

    peebee schreef op 11 februari 2011 17:57:

    [...]

    Beste Whippet,

    3 vragen:
    1= waarom zit je uberhaupt nog in Octoplus?
    2= geloof je in dit bedrijf/aandeel?
    3= waarom wel/waarom niet?

    ben benieuwd naar je antwoorden

    Let wel: iedereen zijn eigen mening, maar je negatieve inslag kennen we nu wel, ik ben gewoon benieuwd wat daarachter zit...

    mvg
    Peebee
    Whippet is gewoon verdrietig!!
  5. [verwijderd] 11 februari 2011 19:36
    Ik denk dat onze vriend Whippet meer weet als ons allemaal, en misschien ook niet maar wordt hij er gewoon goed voor betaald. Woont er niemand in de buurt van Schagen zodat die een keer met hem kan gaan praten wat hij weet en wij niet?
    Laten we alstublieft verder geen woorden aan vuil maken, hoe meer wij over hem praten hoe meer hij zijn zin heeft.
    Volgende week staan we vast weer boven de €1,50 zo niet dan is het een mooi moment om onze posities wat uit te breiden.
    Prettige dagen alvast!
  6. peebee 11 februari 2011 19:50
    quote:

    PATERPLUS schreef:

    Ik denk dat onze vriend Whippet meer weet als ons allemaal, en misschien ook niet maar wordt hij er gewoon goed voor betaald. Woont er niemand in de buurt van Schagen zodat die een keer met hem kan gaan praten wat hij weet en wij niet?
    Laten we alstublieft verder geen woorden aan vuil maken, hoe meer wij over hem praten hoe meer hij zijn zin heeft.
    Volgende week staan we vast weer boven de €1,50 zo niet dan is het een mooi moment om onze posities wat uit te breiden.
    Prettige dagen alvast!
    helemaal mee eens, maar ik ben gewoon benieuwd naar de antwoorden..ik geef hem gewoon een kans om normaal antwoord te geven,

    that's all folks ...
  7. grand sasso 11 februari 2011 22:09
    Gisteren een fraai artikel gelezen in de Financial Times, met als titel:
    Supply running down, met als intro: "The closure of the UK facility
    that discovered Viagra higlights a shift to outsourcing costly research
    -which pleases investors but calls into question the flow of new blocbusters". Mooie analyse van de nieuwe benaderingen van de biosciences.
    Echt iets voor Whippet!
    Het is helder dat Met name Pfizer ( patent verlies lipitor dit jaar)
    de blik buiten gewoon scherp op Amt-octoplus c.s. heeft.
    Het Artikel is een absolute aanrader.Bron: Ft donderdag 10 februari, schrijver, Andrew Jack

    Mvg,Gr.S.
  8. flosz 12 februari 2011 01:56
    quote:

    grand sasso schreef:

    Gisteren een fraai artikel gelezen in de Financial Times,
    Volledig art.
    Drugs: Supply running low
    Published: February 9 2011 21:22
    Over half a century, Pfizer poured hundreds of millions of pounds into a futuristic complex of laboratories on an isolated outcrop of southern England to produce some of the world's best-known medicines. But in the past few days, the site at Sandwich, Kent, has been abruptly cut adrift, to the exasperation of British politicians - and the satisfaction of shareholders.
    As part of a plan designed to placate investors while boosting productivity, the US pharmaceutical giant is trimming up to $3bn a year from its $9bn research budget, while buying back $5bn of its own shares and expanding into non-prescription medicines such as multivitamins.
    The announcement is the latest in a series of moves by drug companies that have wrongfooted policymakers trying to retain the UK's historically strong role in drug development, which remains a significant contributor to investment and economic growth.
    Professor Chris Mason of University College London reflects the mood of many caught off guard by the announcement. "Over the last decade, world-class UK centres for big pharma and biotech have taken massive hits. This is totally unacceptable," he says.
    But domestic policy had little bearing on Pfizer's decision. More significant was a global crisis in productivity, which threatens to leave expensive research laboratories worldwide - like America's industrial-age "Rust Belt" factories before them - at the mercy of the wrecking ball.
    The tabular content relating to this article is not available to view. Apologies in advance for the inconvenience caused.
    A growing number of pharmaceutical executives sees cuts such as those at Pfizer as a way to free funds locked into fixed assets that can then be used to boost innovation in other ways. But their critics wonder whether they will go too far, freeriding temporarily on third-party researchers from smaller biotechnology companies and academia while damaging prospects for long-term drug development in a short-term effort to placate investors.
    "The loss of any pharma industry R&D is a worry. We understand the need for control of cost but believe it is the one asset that will provide the innovation to deliver new medicines," says Steve Arlington of PwC, the consultancy.
    Pfizer's Kent laboratory is typical of many built in the late 20th century. It was established near an antibiotics factory, itself close to a port through which raw materials were imported. Several important cardiovascular drugs were generated there before the launch of one with a side effect that made it a blockbuster. Viagra, now used to treat erectile dysfunction, still generates sales of $500m a year.
    Such breakthroughs persuaded management to invest money in the hope of more. "It was an extrapolation of [Sandwich's success] in the 1980s, and a belief that it would continue," says Liam Ratcliffe of New Leaf Venture Partners, who formerly held senior positions with Pfizer at the plant.
    But, he argues, while the industry's focus has shifted to increasing the understanding of complex living systems, the site continued to prioritise medicinal chemistry. It specialised in improving on existing drugs rather than developing the breakthrough products that are in demand. And it came to concentrate on allergy and respiratory research, in which Pfizer had scant competitive advantage.
    The problems at Sandwich were not unique. Last year, GlaxoSmithKline, the UK-based drug group, launched its own cuts, reducing the proportion of sales reinvested in R&D for prescription medicines and withdrawing entirely from several therapies. GSK closed a research unit in the south-eastern county of Essex after concluding its work on depression did not offer prospects for significant medical breakthroughs.
    The Sandwich plant is of no more use to GSK than to Pfizer. "We've got no interest in the physical facilities," said Andrew Witty, chief executive, last week. "We've been reducing our own. The last thing we need is a big pile of bricks with air conditioning."
    Even Anglo-Swedish AstraZeneca - one of the few companies eschewing the shift by rivals including GSK and Pfizer into lower risk consumer health and other non-prescription products - has cut back its UK operations.
    Sir Richard Sykes, a former GSK chairman who chairs the UK's Royal Institution, an august scientific body, describes a long-term decline in the UK's competitive position in pharmaceuticals. He says its strengths - founded on the arrival of European chemists in the 1930s and 1940s, good universities with links to drug companies, supportive industrial policy, and research opportunities provided by the National Health Service - have ebbed away. "The statistics are horrendous, the government is not interested and the NHS has become a bureaucratic nightmare." The prices of innovative drugs are under pressure, and the proportion of global clinical trials conducted in the UK in the past three decades has slumped from 12 per cent to 2 per cent.
    T he Academy of Medical Sciences is the latest body to try to reverse the decline, calling last month for the creation of a single research regulator to cut red tape in approving trials, and incentives to stimulate more clinical research within the NHS.
    Yet such problems are not confined to the UK. Christopher Viehbacher, the chief executive of Sanofi -Aventis, based in France, has like his peers at Bayer and Merck in Germany begun to cut research jobs. Novartis and Roche in Switzerland have launched efficiency programmes, from which research is not been immune.
    "The scope of the cuts has only just started," says Andrew Baum, pharmaceutical analyst with Morgan Stanley, who argued in a report a year ago that the sector should cut back on unproductive in-house research. "The US companies in particular have been in denial for longer and are still clinging to hopes," he says.
    Though productivity has surged periodically at several groups, Mr Baum points to one ineluctable trend: while the number of medicines approved by regulators is largely static, the overall sums invested have risen sharply. Industry estimates of the average cost of bringing a drug to market have jumped in the past two decades from $150m to $2bn.
    To some observers, that reflects the end of the mid to late 20th century golden era for drug discovery, when first-generation medicines such as antibiotics and beta-blockers to treat high blood pressure transformed healthcare. At the same time, regulatory demands to prove safety and efficacy have grown firmer. The result is larger and more costly clinical trials, and high failure rates for experimental drugs.
    In response, executives have embarked on bouts of costly acquisition that fail to solve the underlying problem. The result has been a sharp reduction in market valuations of big pharma companies in the past few years.
    "The markets treat drug companies as though research and development spending destroys value," says Jack Scannell, an analyst at Bernstein Research. "People have stopped distinguishing the good from the bad. All those which performed well returned cash to shareholders. Unless the industry can articulate what the problem is, I don't expect that to change."
  9. flosz 12 februari 2011 01:58
    Vervolg.
    Mr Baum argues that the solution for drug companies is to share the risks of research with others. That means reducing in-house investment in research, and instead partnering and licensing experimental medicines from smaller companies after some of the early failures have been eliminated.
    Chas Bountra of Oxford university calls for a more radical partnership combining industry and academic research. "What we are trying to do is just too difficult," he says. "No one organisation can do it, so we have to pool resources and expertise." He suggests removing intellectual property rights until a drug is in mid-stage testing in humans, which would make academics more willing to co-operate because they could publish their results freely. The sharing of data would enable companies to avoid duplicating work.
    Patrick Vallance, senior vice-president for discovery at GSK, is cautious about deferring patents until so late, arguing that drug companies need to be able to protect their intellectual property in order to fund expensive late-stage development. But he too is experimenting with ways to co-operate more closely with academics over longer periods.
    He is also championing the "externalisation" of the company's pipeline, with biotech and university partners accounting for half the total. GSK has earmarked £50m to support fledgling British companies, many "wrapped around" the group's sites. One such example is Convergence, a spin-out from a GSK lab researching pain relief.
    The challenge is for academia and biotech companies to fill the research gap. Mr Ratcliffe argues that after a lull in 2009 and 2010, private capital is returning to the sector - as demonstrated by a particular buzz at JPMorgan's new year biotech conference in California.
    Yet in the UK and elsewhere in Europe, private funding for biotech remains much more modest than in the US. Furthermore research by CMR, a regulatory consultancy, suggests the failure rate of drugs developed by external partners and licensed by "big pharma" is higher than that of those created in-house. In a sobering reminder this week, Antisoma, a small UK company specialising in cancer therapies, announced deep budget cuts and put itself up for sale after the failure of both its drugs in human clinical trials.
    Asimilar need for cultural change and fresh funding is evident in academia. Prof Nicholas Proudfoot of Oxford university cautions that mid-level scientists are struggling to receive funding. "We are in a disaster zone of extreme cost-cutting," he says. He argues for greater funding of academics rather than new and "half empty" research centres such as the £600m UK Centre for Medical Research and Innovation to be built in London.
    "It must be the case at some point you could get it wrong and overcut," Mr Vallance concedes. "But I don't think we are near. This is about fundamentally changing the model, not reducing the amount spent."
    Drug companies might yet earn higher returns by spending less money more effectively. The short-term beneficiaries may be shareholders receiving higher valuations. The longer-term rewards for the companies - and society - remain an experiment with as great a risk of failure as for drug development itself.
    www.ft.com/cms/s/0/46d4a950-348e-11e0...

    Ook interessant imho:
    Last chance for sickly pharma to deliver on R&D t.co/jTN0Cnb
    Special Report on R&D(june 2010): static.reuters.com/resources/media/ed...
  10. peebee 14 februari 2011 22:28
    quote:

    peebee schreef:

    [...]

    Beste Whippet,

    3 vragen:
    1= waarom zit je uberhaupt nog in Octoplus?
    2= geloof je in dit bedrijf/aandeel?
    3= waarom wel/waarom niet?

    ben benieuwd naar je antwoorden

    Let wel: iedereen zijn eigen mening, maar je negatieve inslag kennen we nu wel, ik ben gewoon benieuwd wat daarachter zit...

    mvg
    Peebee
    @ whippett

    ik wacht nog op je reactie...
  11. mr.Franz 15 februari 2011 20:29
    quote:

    PATERPLUS schreef op 15 februari 2011 20:25:

    Ben benieuwd wat de reden is waarom de koers deze week lager gezet wordt. Mijn gevoel is dat enkele mensen hun positie nog flink willen uitbreiden en hiervoor eerst de koers proberen te drukken. Vrijdag gaan we knallen...!!
    Ik hoop dat het scenario zoals je die schetst deze week zal plaatsvinden.

    Zou mooi zijn een stevig door die 1,50 heen te knallen.

    Denk wel dat de volumes deze week nog wat verder kunnen oplopen.

    Zou niet weten waarom je op dit moment je stukken nog wilt verkopen, met de cijferst van vrijdag en de mogelijke vooruitzichten op de agenda!

  12. flosz 16 februari 2011 11:36
    quote:

    de vale schreef:

    SANOFI-AVENTIS : Sanofi zal Genzyme voor meer dan 20 miljard dollar kopen
    16/02/11 om 10: 21 - REUTERS |

    www.genzyme.com/corp/investors/SA_021...

    ***************
    Elders...
    Business development-proces heeft niet geresulteerd in een passend alternatief voor MSD-Organon in Oss en Schaijk tinyurl.com/67ccntv

    Dreiging kort geding na mislukken overname Organon
    tinyurl.com/69x54xw
  13. patient 16 februari 2011 14:19
    quote:

    Whippet schreef op 16 februari 2011 14:13:

    Toeval?
    In de bied en in de laat staan de zelfde aantallen van 1502 stuks en op de zelfde tijd geplaatst......
    8 minuten later zijn de aantallen verhoogt naar 1283......
    Is mij ook opgevallen.Wordt druk geseind.
    @Whippet vertel het maar wat gaat er gebeuren?????
71 Posts
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