Ontvang nu dagelijks onze kooptips!

word abonnee
IEX 25 jaar desktop iconMarkt Monitor

Aandeel Galapagos AEX:GLPG.NL, BE0003818359

Laatste koers (eur) Verschil Volume
25,920   +0,160   (+0,62%) Dagrange 25,840 - 26,160 30.781   Gem. (3M) 87,1K

Galapagos 100 euro per aandeel

1.208 Posts
Pagina: «« 1 ... 56 57 58 59 60 61 »» | Laatste | Omlaag ↓
  1. [verwijderd] 4 augustus 2018 09:50
    Eenieder waardeert Galapagos inmiddels boven 100 euro
    Alleen koers Galapagos moet zich nog aanpassen.

    DeGroof Petercam 3 augustus 2018

    Galapagos (Buy) - On track to deliver important milestones in the coming months (EUR 92 / TP EUR 110)

    Facts – FY18 operational cash burn guidance lowered to EUR 180-200m

    Galapagos reported its 1H18 financial results. Revenues and other income came in higher than expected at EUR 101.9m versus our anticipated EUR 91.4m (Css. EUR 84.5m). Revenues increased to EUR 87.6m (from EUR 60.9m 1H17) as a result of increased revenue recognition of upfront payments (related to the Gilead collaboration) and due to the adoption of IFRS15.

    Operating expenses increased YoY, landing at EUR 167.6m (DPe EUR 157m; Css EUR 149m), with R&D EUR 151.4m and SG&A EUR 16.2m. This increase in OpEx is mainly attributed to an increase in subcontracting costs primarily relating to the filgotinib and IPF (GLPG1690) programs, as expected. This leads to an operating loss of EUR 65.8m. The company realized a net loss of EUR 59.1m.

    Cash & cash equivalents came in at EUR 1,066.8m (DPe EUR 1,059.5m; Css EUR 1,061.7m)

    On the development pipeline, the company provides the following outlook for 2018:
    -Top line results of the filgotinib trials FINCH 2 (Phase III, rheumatoid arthritis) and TORTUGA (Phase II, ankylosing spondylitis) in 3Q18.

    -Interim readout of the FALCON trial in cystic fibrosis in 3Q18.

    -Start dosing in the Phase III ISABELA trial with GLPG1690 (idiopathic pulmonary fibrosis), as well as Phase II trials with GLPG1205 (IPF; PINTA) and GLPG1972 (osteoarthritis; ROCCELLA).

    On the outlook for FY18, management lowers its guidance for operational cash burn from EUR 220-240m to EUR 180-200m as a result of the recently announced collaboration agreement with Novartis on MOR106.

    Our view – Key upcoming results of lead product

    Galapagos continues with a strong cash position to further fuel its discovery platform while starting the foundations of a commercial organization. A positive is that the cash burn will be slightly lower than previously guided thanks to the licensing of MOR106 to Novartis. Cash burn is now guided to be in the EUR 180-200m range (vs. EUR 220-240m previously).

    The coming quarters will be news flow rich, with the most important item being results of the filgotinib trials. The Phase III results in rheumatoid arthritis (FINCH 2) will lead the way of the stream of trial readouts of Galapagos’ JAK inhibitor (we refer to our recent report ‘CrackerJAK’ for detailed information). Subsequent to the strong results in psoriatic arthritis, the second proof-of-concept trial to read out this year will be in ankylosing spondylitis.

    Following the setback with GLPG2737 in the cystic fibrosis PELICAN trial, expectations for the ongoing triple combination FALCON trial are very low. Any positive news from the trial could provide further upside, though we attributed only 10% probability of success to the program at this stage.

    Investment conclusion
    The upcoming news flow will provide multiple value inflection points through which significant upside could materialize in the coming quarters, with the most important milestone being the FINCH-2 readout. Filgotinib represents the main part of our sum-of-the-parts valuation (EUR 70 of our EUR 110 TP). In our view, the market has yet to incorporate the full impact of JAK inhibitors in the autoimmune space as well as the potential of additional indications for filgotinib. We see Galapagos as our key play for year end, as we anticipate a further rerating the closer we move to the Phase III readout of filgotinib. We reiterate our Buy recommendation.
  2. [verwijderd] 5 augustus 2018 21:01
    quote:

    inspirator schreef op 3 augustus 2018 15:56:

    [...]

    Of toch volgende week 100 euro feest; het is immers ‘mooi weer’
    Elk koersadvies Galapagos na presentatie half jaar cijfers boven 110 euro.

    www.iex.nl/Aandeel-Koers/60189120/Gal...

    Vrijdag wilde de markt de koers niet omlaag brengen bij opening beurs, daarna moest effe wat stoplosses geraakt worden door de grote jongens.

    Inspirator kan niet wachten op Galapagosfeest met huldiging van 100 euro koers.
  3. [verwijderd] 6 augustus 2018 18:12
    quote:

    inspirator schreef op 5 augustus 2018 21:01:

    [...]

    Elk koersadvies Galapagos na presentatie half jaar cijfers boven 110 euro.

    www.iex.nl/Aandeel-Koers/60189120/Gal...

    Vrijdag wilde de markt de koers niet omlaag brengen bij opening beurs, daarna moest effe wat stoplosses geraakt worden door de grote jongens.

    Inspirator kan niet wachten op Galapagosfeest met huldiging van 100 euro koers.
    Iedereen (bijna) heeft zin in Galapagos 100 euro feest.
  4. [verwijderd] 10 augustus 2018 00:07
    quote:

    inspirator schreef op 8 augustus 2018 17:02:

    [...]

    Nog 2 dagen stijging van 2% en koers Galapagos tikt 100 euro aan.

    Toverwoord FILGOTINIB

    Opwaarts naar koers Galapagos 200 euro.

    We kunnen er niet meer omheen.

    Komende handelsdag gaat koers Galapagos door grens van 100 euro heen.

    www.tijd.be/markten-live/nieuws/aande...
  5. [verwijderd] 10 augustus 2018 19:38
    quote:

    inspirator schreef op 10 augustus 2018 00:07:

    [...]

    We kunnen er niet meer omheen.

    Komende handelsdag gaat koers Galapagos door grens van 100 euro heen.

    www.tijd.be/markten-live/nieuws/aande...
    En wederom is het een bank gelukt om het Galapagos 100 euro feest uit te stellen.

    Goldman Sucks met alleen uitgifte van turbo longs zet rem op de koers.

    Dit wordt de laatste stuiptrekking om foute posities af te bouwen.

    Laat Filgotinib uitkomsten maar de Galapagos koers doorbreken naar 200 euro.
  6. [verwijderd] 11 augustus 2018 16:39
    Toch 100 euro Galapagos feest op korte termijn.

    Abstract
    Aims

    Filgotinib (GS-6034, formerly GLPG0634) is an oral, selective Janus kinase 1 (JAK1) inhibitor that showed early response and sustained efficacy in patients with rheumatoid arthritis and with Crohn's disease. This paper summarized the impact of age and renal impairment (RI) on pharmacokinetics (PK) of filgotinib and its main metabolite.

    Methods

    The effect of age was assessed in two groups of 10 elderly healthy subjects (65-74 and =75 years) and a control group of 10 younger healthy subjects (40-50 years). The impact of RI was investigated in three groups of subjects with mild (n=6), moderate (n=6) and severe (n=3) RI (estimated glomerular filtration rate [eGFR] 60-89, 30-59 and 15-29 mL/min/1.73m2, respectively) and a control group (n= 9) with normal renal function (eGFR =90 mL/min/1.73m2). The PK of filgotinib and its metabolite were evaluated following filgotinib 100 mg once daily doses for 10 days.

    Results

    At steady-state, the exposure (AUC0-24h) of filgotinib and its metabolite was moderately higher (1.45 and 1.33-fold, respectively) in the elderly subjects (=75-years) compared to younger subjects. Renal clearance for filgotinib and its metabolite decreased with the degree of RI, leading to a maximum increase in AUC0-24h of 1.54-fold for filgotinib and 2.74-fold for the metabolite in subjects with severe RI. Filgotinib was generally safe and well tolerated.

    Conclusions

    Age and mild to moderate impairment of renal function had limited impact on the PK of filgotinib. In subjects with severe RI, the exposure to filgotinib's metabolite was elevated, consistent with its renal elimination pathway.

    Publication cover image
    Accepted Articles
    Accepted, unedited articles published online and citable. The final edited and typeset version of record will appear in the future.

    bpspubs.onlinelibrary.wiley.com/doi/p...
  7. [verwijderd] 18 augustus 2018 11:31
    quote:

    inspirator schreef op 10 augustus 2018 19:38:

    [...]

    En wederom is het een bank gelukt om het Galapagos 100 euro feest uit te stellen.

    Goldman Sucks met alleen uitgifte van turbo longs zet rem op de koers.

    Dit wordt de laatste stuiptrekking om foute posities af te bouwen.

    Laat Filgotinib uitkomsten maar de Galapagos koers doorbreken naar 200 euro.
    Goldman Sachs moest afgelopen vrijdag zijn posities herstellen.
    Komende week zal koers zich weer schoner ontwikkelen.

    Galapagos

    werd in het bijzonder omringd in de afgelopen weken, met vier doelpunten up (bij Jefferies, Degroof Petercam, UBS en Credit Suisse) en een eerste positief advies (Barclays Capital). Analisten wijzen erop dat de resultaten van de fase III klinische studies voor de Filgotinib een positieve katalysator voor de komende maanden zou kunnen zijn, terwijl de recente overeenkomst met Novartis in eczeem de overtuiging van analisten op de plaat versterkt. Er moet ook worden opgemerkt dat Goldman Sachs een neutrale houding heeft aangenomen, in de overtuiging dat de cursus al veel gunstige verwachtingen bevat. Hij verwacht ook een prijs van 120 euro als de biotech-groep het onderwerp is van een aanbod om te kopen.

    goodbanque.com/potentiel-de-20-pour-l...
  8. [verwijderd] 24 augustus 2018 16:28
    quote:

    inspirator schreef op 4 augustus 2018 09:50:

    Eenieder waardeert Galapagos inmiddels boven 100 euro
    Alleen koers Galapagos moet zich nog aanpassen.

    DeGroof Petercam 3 augustus 2018

    Galapagos (Buy) - On track to deliver important milestones in the coming months (EUR 92 / TP EUR 110)

    Facts – FY18 operational cash burn guidance lowered to EUR 180-200m

    Galapagos reported its 1H18 financial results. Revenues and other income came in higher than expected at EUR 101.9m versus our anticipated EUR 91.4m (Css. EUR 84.5m). Revenues increased to EUR 87.6m (from EUR 60.9m 1H17) as a result of increased revenue recognition of upfront payments (related to the Gilead collaboration) and due to the adoption of IFRS15.

    Operating expenses increased YoY, landing at EUR 167.6m (DPe EUR 157m; Css EUR 149m), with R&D EUR 151.4m and SG&A EUR 16.2m. This increase in OpEx is mainly attributed to an increase in subcontracting costs primarily relating to the filgotinib and IPF (GLPG1690) programs, as expected. This leads to an operating loss of EUR 65.8m. The company realized a net loss of EUR 59.1m.

    Cash & cash equivalents came in at EUR 1,066.8m (DPe EUR 1,059.5m; Css EUR 1,061.7m)

    On the development pipeline, the company provides the following outlook for 2018:
    -Top line results of the filgotinib trials FINCH 2 (Phase III, rheumatoid arthritis) and TORTUGA (Phase II, ankylosing spondylitis) in 3Q18.

    -Interim readout of the FALCON trial in cystic fibrosis in 3Q18.

    -Start dosing in the Phase III ISABELA trial with GLPG1690 (idiopathic pulmonary fibrosis), as well as Phase II trials with GLPG1205 (IPF; PINTA) and GLPG1972 (osteoarthritis; ROCCELLA).

    On the outlook for FY18, management lowers its guidance for operational cash burn from EUR 220-240m to EUR 180-200m as a result of the recently announced collaboration agreement with Novartis on MOR106.

    Our view – Key upcoming results of lead product

    Galapagos continues with a strong cash position to further fuel its discovery platform while starting the foundations of a commercial organization. A positive is that the cash burn will be slightly lower than previously guided thanks to the licensing of MOR106 to Novartis. Cash burn is now guided to be in the EUR 180-200m range (vs. EUR 220-240m previously).

    The coming quarters will be news flow rich, with the most important item being results of the filgotinib trials. The Phase III results in rheumatoid arthritis (FINCH 2) will lead the way of the stream of trial readouts of Galapagos’ JAK inhibitor (we refer to our recent report ‘CrackerJAK’ for detailed information). Subsequent to the strong results in psoriatic arthritis, the second proof-of-concept trial to read out this year will be in ankylosing spondylitis.

    Following the setback with GLPG2737 in the cystic fibrosis PELICAN trial, expectations for the ongoing triple combination FALCON trial are very low. Any positive news from the trial could provide further upside, though we attributed only 10% probability of success to the program at this stage.

    Investment conclusion
    The upcoming news flow will provide multiple value inflection points through which significant upside could materialize in the coming quarters, with the most important milestone being the FINCH-2 readout. Filgotinib represents the main part of our sum-of-the-parts valuation (EUR 70 of our EUR 110 TP). In our view, the market has yet to incorporate the full impact of JAK inhibitors in the autoimmune space as well as the potential of additional indications for filgotinib. We see Galapagos as our key play for year end, as we anticipate a further rerating the closer we move to the Phase III readout of filgotinib. We reiterate our Buy recommendation.
    Definitieve datum voor Galapagos 100 euro feest is maandag 27 augustus.
  9. [verwijderd] 29 augustus 2018 16:07
    quote:

    inspirator schreef op 22 februari 2018 10:37:

    Het wordt tijd dat Onno vd Stolpe de openbare preekstoel gaat betreden.

    Filgotinib gaat van brons, naar zilver, naar goud.
    Nou Onno
    Jouw vakantie heeft weer lang genoeg geduurd.
    Wordt tijd voor beleggersshow.
    Of ben je aan het onderhandelen met Gilead ?
  10. Nice guy 30 augustus 2018 12:22
    quote:

    inspirator schreef op 29 augustus 2018 16:45:

    [...]

    Als het eindelijk zover is, vraag ik Onno als ceremoniemeester voor Filgotinibbal.

    Hopelijk is hij dan wat spraakzamer als laatste tijd.
    Tjongejonge... jij kletst dagelijks maar wat in de ruimte zeg...
    Dat neemt toch niemand nog serieus?
    Vraag: neem jij jezelf nog wel serieus??
  11. [verwijderd] 2 september 2018 18:29


    quote:

    inspirator schreef op 30 augustus 2018 14:13:

    Het Filgotinibbal is nabij: voorverkoop is gaande.

    Entree na opening 100 tot 200 euro.
    Onno is de openingsspeech al aan het voorbereiden.

    Galapagos NV (GLPG)

    Galapagos is a clinical-stage biotechnology company developing medicines for cystic fibrosis, inflammation, and other indications.

    The Company's lead drug candidate is Filgotinib, a highly selective JAK1 inhibitor. Filgotinib is being evaluated in phase III programs in rheumatoid arthritis, Crohn's disease and ulcerative colitis, and in phase II studies in small bowel Crohn's disease, fistulizing Crohn's disease, Sjögren's syndrome, ankylosing spondylitis, psoriatic arthritis, cutaneous lupus erythematosus, lupus membranous nephropathy and uveitis.

    Also in the pipeline are GLPG1690 for idiopathic pulmonary fibrosis, a triple combination therapy for cystic fibrosis, MOR106 for atopic dermatitis, GLPG1972 for osteoarthritis, and a number of preclinical drug candidates for various indications.

    Watch out for...

    Topline results from a phase III study evaluating Filgotinib versus placebo in adults with active rheumatoid arthritis (RA) who have an inadequate response to biologic disease-modifying anti-rheumatic drug(s) (DMARDs) treatment, dubbed FINCH 2, are expected this month.

    Interim readout of the FALCON patient trial is also expected this month. The FALCON trial is a phase II study of the investigational triple combination therapy in cystic fibrosis patients. The FALCON trial was initiated in April of this year.

    www.finanznachrichten.de/nachrichten-...
1.208 Posts
Pagina: «« 1 ... 56 57 58 59 60 61 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.