Aandeel Pharming Group AEX:PHARM.NL, NL0010391025

quote:

knaap1 schreef op 23 augustus 2013 09:50:

De grote mannen nog niet waker weinig of geen handel

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stormvogel schreef op 23 augustus 2013 10:10:

[...]

Er zit beweging in als we gisteren in herhaling krijgen gaat het er leuk uitzien.

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Nog ff wachten schreef op 23 augustus 2013 11:55:

De Fyra staat weer in zijn achteruit.

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stormvogel schreef op 23 augustus 2013 14:56:

[...]

Tijd om weer vooruit te gaan volume genoeg daarvoor.

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stormvogel schreef op 26 augustus 2013 10:14:

Healthcare: Biotechnology
Pharming Group NV (OTC: PHGUF) | PHARM.AS - €0.11 - AEX |
Buy
Company Update
Target Price Changed

PHGUF: Data, Funding and Filing, Oh My;
Nice Positioning; Target to $2.00
We believe that Pharming is well positioned for 2013 with funding in hand
to move them beyond projected Ruconest commercialization. The BLA is
expected to be filed shortly and upon its acceptance will trigger a $5 million
milestone payment to Pharming. A $20 million milestone payment is expected
upon first commercial U.S. sale. We reiterate our Buy rating and are raising
our price target from $1.60 to $2.
Event
We sat down for an extensive discussion with Dr. Sijmen de Vries, CEO
of Pharming at the 25th Annual ROTH OC Growth Conference to discuss
the company's trials and tribulations in 2012 and our perception of a fruitful
2013. Partner Santarus (SNTS - Buy) and Pharming are expected to file the
Ruconest BLA likely "within weeks". With a recent convertible financing in
hand, Pharming is also now poised for additional milestone payments from
Santarus including $5 million for acceptance of the BLA and $20 million for the
first commercial sale of Ruconest.
Impact
We believe that Pharming is well positioned for 2013 and beyond with sufficient
funding, a pending BLA and an important market opportunity for Ruconest
in the U.S. We also believe that the company is looking to expand its ex-
U.S. footprint for the product. Pharming has had to weather an underlying
financial storm, raising sufficient funds to get them to the Phase III data, BLA
filing and beyond and are now looking to emerge with a U.S. approval for
Ruconest with positive randomized Phase III data in hand (under SPA) and
continuing commitment from partner Santarus. We believe that the drug is
poised to take over a significant share of the HAE market, given its low COGS
allowing for competitive pricing, its safety, convenience, and potentially higher
efficacy. We believe the safety profile cannot be understated relative to Cinryze
and Berinert with Ruconest seeing no thromboembolic events to date (>1,000
administrations) and we attribute this to the purity of the product compared to
the plasma derived profile of Cinryze and Berinert with 20-25% impurities in
their formulations.
Action - Target raised to $2
We reiterate our Buy rating and are raising our price target from $1.60 to $2.00.
The company's strategy to expand geographies through collaborations and to
develop therapies for rare diseases will bear fruit over the long term, in our
opinion. Given the pricing power of orphan drugs and the expanding markets
in these indications due to better diagnoses, we believe that Pharming is wellpositioned
for commercial success.
Important Disclosures & Regulation AC Certification(s) are located on page 10 to 11 of this report.
Roth Capital

quote:

stormvogel schreef op 26 augustus 2013 10:33:

Zal niet lang meer duren en we gaan in de stroom versnelling.