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Aandeel Galapagos AEX:GLPG.NL, BE0003818359

Laatste koers (eur) Verschil Volume
27,260   -0,200   (-0,73%) Dagrange 27,060 - 27,460 14.285   Gem. (3M) 88,8K

Galapagos juli 2017

2.236 Posts
Pagina: «« 1 ... 94 95 96 97 98 ... 112 »» | Laatste | Omlaag ↓
  1. forum rang 5 Endless 27 juli 2017 19:27
    quote:

    C200 schreef op 27 juli 2017 18:46:

    In de US geloven ze niet zo in de cijfers:

    80.92 -1.93 (-2.33%)
    Real-time: 12:42PM EDT
    NASDAQ real-time data - Disclaimer
    Currency in USD
    Volgens mij de cijfers niet essentie maar de vooruitgang en uitzichten van de medicatie er in nu vooral cash burn
  2. C200 27 juli 2017 19:33
    quote:

    Endless schreef op 27 juli 2017 19:27:

    [...]
    Volgens mij de cijfers niet essentie maar de vooruitgang en uitzichten van de medicatie er in nu vooral cash burn
    Inderdaad, ik ben benieuwd naar de cashburn. Kan best tegenvallen aangezien er meer in de pijplijn zit.

    Daarnaast ben ik benieuwd hoeveel er is binnengekomen aan milestone betalingen.

    Is de cashpositie nog steeds 1,3 miljard of is het minder? Of misschien wel meer?

    Voor mij is het nu koffiedik kijken. (Best moeilijk met Senseo pads)
  3. El buitre 27 juli 2017 20:58
    Vertex (VRTX) Q2 Earnings Top on Solid Cystic Fibrosis Sales
    Zacks.com, July 27, 2017, 08:59:00 AM EDT

    Vertex Pharmaceuticals Incorporated VRTX reported second-quarter 2017 earnings per share of 10 cents (including the impact of stock-based compensation expense), which beat the Zacks Consensus Estimate of 6 cents. Notably, the company had posted a loss of 1 cent in the year-ago quarter. Strong product revenues led to higher profits in the quarter.

    Excluding stock-based compensation expense, second-quarter adjusted earnings were 39 cents per share compared with the year-ago figure of 24 cents.

    Vertex reported revenues of $544.1 million in the second quarter, up 26.1% year over year driven by strong product revenues. Revenues also beat the Zacks Consensus Estimate of $487.9 million by 11.5%.

    CF Franchise Sales Strong

    Vertex's second-quarter revenues consisted of sales from cystic fibrosis (CF) products - Kalydeco and Orkambi, collaborative ($27.3 million) and royalty revenues ($2.9 million). CF product revenues were $514 million in the second quarter, up 21% year over year.

    Kalydeco sales rose 5% to $190 million gaining from inventory stocking of $5 million ahead of the Jul 4 holiday.

    In May this year, Kalydeco was approved for use in CF patients 2 years and older who have one of 23 residual function mutations in the CFTR gene. More than 900 people in the U.S. have one of these mutations. The expanded indication should boost sales of the drug in future quarters.

    Orkambi (lumacaftor/ivacaftor) delivered sales of $324.0 million, up 32% year over year. On a sequential basis, Orkambi sales rose almost 10% in the second quarter, supported by continued uptake globally and further uptake in the pediatric indication for which approval was received in Sep 2016. Meanwhile, an inventory stocking of $10 million ahead of the Jul4 holiday also benefited sales in the second quarter.

    Costs Rise

    Adjusted (including stock-based compensation expenses) research and development expenses increased 10% to $284.3 million in the second quarter due to higher costs related to development of triple combination CF regimens. Adjusted (including stock-based compensation expenses) selling, general and administrative (SG&A) expenses increased 10.7% to $121.7 million due to increased investment to support the global launch of Orkambi.

    Maintains 2017 Guidance

    Vertex maintained its 2017 guidance for Orkambi and Kalydeco sales but raised its guidance for combined operating costs.

    Orkambi revenues are expected in the range of $1.1-$1.3 billion while Kalydeco revenues are estimated in the range of $740 million - $770 million. We remind investors that following the approval for the additional indication in May, Kalydeco 2017 revenue guidance was upped to $740 million - $770 million from $710 to $730 million. Total CF product revenues are expected in the range of $1.84 billion to $2.07 billion in 2017.

    Combined adjusted research and development (R&D) and selling, general and administrative (SG&A) expenses in 2017 are anticipated in the range of $1.33 to $1.36 billion, higher than $1.25-$1.30 billion expected previously.

    Costs are expected to be higher due to accelerated development of the triple combination CF pipeline and investment to develop CTP-656.

    Focus on Triple Combination CF Regimens

    Vertex is evaluating some next-generation CFTR correctors (VX-152, VX-440, VX-659 and VX-445) as part of a triple combination withVX-661 (tezacaftor) and ivacaftor.

    Data from VX-152 and VX-440 phase II and VX-659 phase I triple combination studies, conducted on CF patients who have one F508del mutation and one minimal function mutation (F508del/Min), were presented last week. The data demonstrated that all three combinations led to pronounced improvement in lung function. In fact, these are the first data to show the potential to treat the underlying cause of CF in patients who have a severe and difficult-to-treat type of the disease.

    Following discussions with regulatory agencies, Vertex will initiate pivotal phase III studies on one or two of the four triple combination regimens in the first half of 2018.

    Other CF Pipeline Update

    In March, positive data from two phase III studies - EVOLVE and EXPAND - evaluating Kalydeco in combination with VX-661 (tezacaftor) in CF patients with two copies of the F508del mutation were also announced. Both studies met their primary endpoints and demonstrated statistically significant improvements in lung function. Based on positive outcome from the studies, the company recently submitted regulatory applications in both the U.S. and EU. Encouragingly, the combination was also granted Orphan Drug designation by the FDA in June.

    Earlier this week, Vertex announced that it has closed the previously announced agreement to buy Concert Pharmaceuticals, Inc.'s CNCE CF pipeline candidate, CTP-656. Vertex plans to develop CTP-656 for potential use in future once-daily regimens in combination with its other pipeline drugs to treat the underlying cause of CF.

    Our Take

    Vertex's second-quarter results were encouraging, topping estimates on both counts as sales of both its CF drugs rose.

    Shares declined slightly in after-hours trading probably in response to the hike in operating costs expectations for the year. However, so far this year, Vertex's share priceis up a massive 121.8%, comparing favorably with an increase of 12% for the industry .

    Meanwhile, Vertex's CF pipeline is quite strong with a broad portfolio of next-generation CF correctors. Its triple combination CF regimens are considered crucial for long-term growth. If the triple-combo regimes are successful, Vertex can address a significantly larger CF patient population- almost 90% of patients with CF - in the future.

    However, one cannot forget potential competition for Vertex's triple combos. Belgian company, Galapagos NV GLPG and AbbVie, Inc. ABBV are also developing triple CFTR combination therapy for CF.

    Vertex Pharmaceuticals Incorporated Price, Consensus and EPS Surpris e

    m.nasdaq.com/article/vertex-vrtx-q2-e...
  4. durobinet 27 juli 2017 21:13
    By Alan Valdes, Director of Floor Operations at Silverbear Capital

    What a week! Today began as another run at the all-time highs for the major indexes. But a JPMorgan (JPM) analyst note threw cold water on the rally. Marko Kolanovic highlighted the similarities between the current market and those in 1993 and 2000. Since the note was circulated by email, the Nasdaq has flipped into solidly negative territory while the VIX (^VIX, VXX) has soared by the largest amount in six weeks (hitting 11.26).
  5. MrMarket 27 juli 2017 21:27
    quote:

    asti schreef op 27 juli 2017 21:03:

    [...]
    Wat bedoel je met "cijfers waren té goed allemaal"?
    Cijfers erg goed, dus hoge stijgingen. Dus nu winstnemingen. Had het zelf morgen pas verwacht, jammer. Nu heb ik ze gehouden in verwachting van goed nieuws vanavond, maar ook dat redt ons niet uit het rood morgen vrees ik

    EDIT: als er nou maar geen negatief nieuws komt iig..
  6. [verwijderd] 27 juli 2017 21:31
    en niet alleen dat, er is vandaag ook nog een healthcare stemming. No 3 in twee dagen, en in totaal ben ik de tel kwijt.

    En Mooch blijkt een tweede rangs mafioso te speln, bedeigt Reince met lekken van openbare informatie, trump flikkert transies onder de bus, laat boy scouts oud-presidenten uitjouwen en vertelt ze rond het kampvuur wat oude rijke racistische mannen doen op een jacht (wink wink, know what I mean),Beauregard Sessions gooit alle homo's onder de trein, Min van Binnenlandse zaken bedreigt senatoren uit Alaska als ze niet stemmen zoals trump wil, belastingplannen kunnen ze vergeten voor 2017, budget is non-existened, debt ceiling vergeten we gemakshalve....

    Enige plus puntje is dat we sinds deze week weten dat Betsy DeVos kan lezen.

    Het gaat goed in de USA

2.236 Posts
Pagina: «« 1 ... 94 95 96 97 98 ... 112 »» | Laatste |Omhoog ↑

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