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Aandeel Pharming Group AEX:PHARM.NL, NL0010391025

Laatste koers (eur) Verschil Volume
0,716   +0,021   (+3,02%) Dagrange 0,691 - 0,716 3.985.580   Gem. (3M) 4,9M

Pharming september 2018

15.870 Posts
Pagina: «« 1 ... 583 584 585 586 587 ... 794 »» | Laatste | Omlaag ↓
  1. [verwijderd] 20 september 2018 14:52
    quote:

    Bio NL schreef op 20 september 2018 14:35:

    Geachte heer, mevrouw,

    Wij hebben uw melding over Pharming / Van Kempen & Co ontvangen. Hartelijk dank voor uw informatie.
    Uw melding is doorgegeven aan de afdeling Marketsupervision. Binnen deze afdeling wordt uw melding verder beoordeeld.
    Wij hebben gemerkt dat consumenten graag willen weten wat er met hun klacht gebeurt. Dit vinden wij heel begrijpelijk. Toch kunnen wij u geen informatie geven over een (eventueel) lopend onderzoek. Ook kan de AFM niet inhoudelijk in gaan op klachten of bemiddelen bij klachten die wij ontvangen hebben. Zodra een onderzoek is afgerond en er een boete of dwangsom is opgelegd, publiceren wij deze informatie in de meeste gevallen op onze website.

    Op onze website vindt u meer informatie over marktmanipulatie en de maatregelen die de AFM kan nemen.

    Met vriendelijke groet,
    Brigitte Kleverlaan
    Senior medewerker Contactcentrum & Eerstelijns Toezicht

    Toezicht Service Centrum
    Telefoon 0800-540 0540 (gratis)
    E-mail Brigitte.Kleverlaan@afm.nl

    Dat wordt toch niet zomaar lachen

    Het zijn drukke dagen bij de AFM , heb eenzelfde reactie ontvangen.
  2. jurpsy 20 september 2018 14:55
    WAINWRIGHT.

    Pharming Group NV (PHARM.AS)
    Rating: Buy
    Joseph Pantginis, Ph.D.
    646-975-6968
    jpantginis@hcwresearch.com
    First Real Knock To Shares an Overreaction; Xanax Not Required; Target Adjusted to €2.50.


    CRL received ahead of Friday's PDUFA. This morning, Pharming
    announced that it received a Complete Response Letter (CRL) from the
    FDA last night regarding Ruconest's sBLA for the prophylaxis setting.
    Recall that the PDUFA date was this Friday, September 21. The sBLA
    was accepted for review in January 2018 based on the additional
    positive randomized Phase 2 in the prophylaxis setting, supported by
    already approved indication in the acute setting for the drug and its
    sizable database of efficacy and safety. The FDA has requested an
    additional trial to "further evaluate the effectiveness of Ruconest in
    HAE patient". While not disclosed, we believe that the CRL could be
    requesting further clinical information on the breakout of subpopulations
    tested, based on site of attacks (e.g., GI, upper airway, subcutaneous/
    skin), but this remains to be seen.

    So now what? Big help that Ruconest already on the market with
    growing sales. We believe that today's market reaction, especially in
    the E.U., is an overreaction to the receipt of the CRL. While discussed
    below, the main impact to the thesis is impacted only through the NPV of
    our prophylaxis projections, specifically projected launch timing. Further,
    we believe that the delineation between acute and prophylaxis is not
    completely black and white, as Ruconest is already on the market in
    the early phases of its strong growth in North America. To this end,
    we believe that the drug is being used by physicians and patients
    collaborate in such a fashion to use Ruconest in ways to best manage
    their individual patterns of HAE attacks. Regarding next steps, we
    discussed this with management this morning, and while they have
    internal undisclosed views on this, are going to take deliberate and
    temperate steps to discuss plans with the FDA. Since this work has
    also been ongoing in earnest, it appears to be an opportune time to
    include the potential for the improved formulations of Ruconest in the
    discussion with the FDA (i.e., subcutaneous and intramuscular, which
    could significantly improve patient convenience). So as of now, the
    company is in a bit of a regroup as it plans for discussions with the FDA
    to define the next clinical step, while it continues to deliver on new and
    more convenient formulations, as well as continuing to enjoy growing
    North American revenue and market traction for Ruconest.

    Formulation work important to improving thesis. Pharming’s efforts
    to increase the convenience and control of dosing for Ruconest in
    patients with HAE are ongoing. These efforts include: (1) line extension
    vial containing 1,000 U for pediatric use; (2) "Ruconest lite" vial of 2,100
    U of lyophilized drug with shorter reconstitution times (3 min. vs. 5-6
    min.); IND-enabling studies ongoing; and (3) "Ruconest Liquid" ready to
    use 3 ml vial of >500 U/ml; in final development for convenience factor.
    The 'lite' and 'liquid' versions could be used for IV use, but importantly
    IM for acute attacks or SC or ID for prophylaxis. An ID formulation could
    also be combined with a new proprietary painless ID delivery system,
    which includes a dissolving point device, and a reservoir device, which
    should differentiate against the competition, all of which have painful
    injections. Ultimately we believe the strategy to offer multiple options of
    administration with the goal of providing flexibility for the patients could
    represent a significant advantage for the company among competitors.

  3. forum rang 6 d' Aandelen ' 20 september 2018 14:56
    Bij velen zijn de verwachtingen voor de toekomst van Pharming hoog gespannen maar het is goed ook de cijfers en feiten van voorgaande jaren te bestuderen.

    Cijfers 2014 t/m 2017

    Nettoverlies in 2014 was 5,77 miljoen en in 2017 was dit 79,96 miljoen

    Winst per aandeel 2014 min € 0,01 en in 2017 min € 0,14

    Dividend alle jaren 2014 t/m 2017 0,00

    Uitstaande aandelen 2014 407,7 miljoen 2017 579 miljoen 2018 650 miljoen?

    Rendement eigen vermogen 2014 -19,32 % in 2017 zelfs -425,26 %

    Gezien het feit dat Pharming al sinds 1998 - 1999 bezig is met de ontwikkeling van Ruconest en nu weer een vertraging van minstens 1 á 2 jaar heeft opgelopen om het middel officieel op de markt te krijgen vraagt bijzonder veel geduld van de beleggers in Pharming, terwijl terecht werd opgemerkt dat de concurrenten van Pharming ook niet stil zitten.

    Daar komt dan bij dat als gevolg van de steeds stijgende zorgkosten overheden meer gaan samenwerken om de prijs te betalen die zij willen betalen voor nieuw uitgebrachte medicijnen.

    En vergeet niet dat er een enorm potentieel aan kennis opkomt in bv India en China in het ontwikkelen van medicijnen.

    Ik kan het geduld niet opbrengen om op Pharming te gaan zitten wachten totdat zij ooit misschien succes hebben.
  4. jurpsy 20 september 2018 14:56
    Recent KOL feedback points to underserved market that is also shifting to overall prophylaxis; we project a consistent
    role for Ruconest. Dr. Marc Riedl (Director, HAE Center of Excellence, UCSD) previously discussed the current landscape
    of HAE and these are our takeaways. His view is that the treatment of HAE should shift more to prophylaxis treatment vs.
    acute. Driving this is that most attacks are unpredictable and random with tremendous variability in attack frequency, and no
    predictor available for attack severity. Further, he points to the belief that there is a global under-diagnosis of the disorder
    (median diagnostic delay of 13.3 years compared to 1.7 years if no misdiagnosis). The convenience of administration, which we
    believe Ruconest's new formulations focus on, should assist in procuring market share for home use. As a counter argument,
    his early experience with Haegarda, while showing dramatic reductions in attacks, shows the need for dose increases, as well
    as experiencing supply issues (i.e., needing 'shovel fulls' of plasma per patient), as we mentioned above. We believe that as the
    treatment field evolves, especially with oral therapies and kallikrein inhibitors, Ruconest could still have a meaningful position
    in the treatment landscape. To this end, even if the market were to shift away from C1 inhibitors, we believe that breakthrough
    attacks would still be treated with C1 inhibitors, and Ruconest should be the drug of choice.

    Competitive landscape evolving, but Ruconest remains differentiated. Few drugs are currently available for the treatment
    of HAE in acute settings other than steroids, however, all of them display less than ideal safety profiles and lower efficacy
    when compared to Ruconest. Cinryze and Berinert are isolated from blood plasma which increases risks associated with lower
    purity plasma based pathogens and blood clots. Two other drugs, Firazyr and Kalbitor, have 97% injection site reactions and a
    Black Box warning for anaphylaxis, respectively. In contrast, Ruconest has extremely high recombinant purity (>99.9%), very
    low risk of allergic reaction, and no underlying plasma risk. In addition, all four leading competitors have lower responses at
    four hours or less when compared to Ruconest and Firazyr and Kalbitor have shown higher rates of relapse or worsening of
    symptoms (11-31%). More recently, newer drugs have been approved for prophylaxis and include: (1) Haegarda (CSL 830,
    approved on June 23, 2017); and (2) Takhzyro (SHP643, lanadelumab), recently approved by the FDA (August 23, 2018) for
    the treatment of HAE I and II in patients aged 12 years and older. However, both these drugs are associated with a higher risk
    of side effects when compared to Ruconest: for Haegarda strong efficacy was observed only at very high doses (80 U/kg vs.
    12-50 U/kg for the other drugs treating HAE) and side effects for both Haegarda and Takhzyro include injection site reactions,
    upper respiratory infections, headache, rash, muscle pain, dizziness and diarrhea. Lastly, BCX7353 has recently been granted
    Fast Track Designation by the FDA for the prevention of angioedema attacks in patients with HAE. Currently, two Phase 3
    studies (APeX-2 and ApeX-S) are evaluating the long-term safety and dosage strengths of BCX7353 administered orally oncedaily
    as a preventive treatment to reduce the frequency of attacks in patients with HAE. In addition, BCX7353 is being tested
    in the ZENITH-1 Phase 2 in oral liquid formulation for the treatment of acute HAE.
  5. jurpsy 20 september 2018 14:57
    Upcoming catalysts:
    2H18: Initiate Phase 2 studies to validated SC, IM, and ID formulations
    4Q18; Initiate Phase 1/2 in pre-eclampsia
    1H19: Initiate Phase 2 in contrast-induced nephropathy
    2H19: Initiate Phase 2 in cardiac protection
    YE19: Initiate Phase 2/3 in pre-eclampsia
    1H19: Initiate Phase 1/2 in Pompe
    1H20: Initiate Phase 2/3 in Pompe

    Valuation and potential impediments to achieving it. We reiterate our Buy rating though are adjusting our price target to
    €2.50 from €3.10. The driver to our valuation change, as mentioned above, is the change in projected timing for Ruconest
    approval in the prophylaxissetting. Specifically, we are changing our projected launch year from 2018 to 2021, pending visibility
    from the company and FDA on next steps. Our valuation is based on our clinical net present value (NPV) model, which allows
    us to flex multiple assumptions affecting a drug's potential commercial profile. Factors which could impede reaching our price
    target include, lack of meaningful market penetration, failed or inconclusive clinical trials or inability of the company to secure
    adequate funding to progress its drugs through the development pathway.
  6. [verwijderd] 20 september 2018 15:00
    quote:

    Bio-belegger schreef op 20 september 2018 14:51:

    Geweldig nieuws, laat wel zien dat Kempen er volledig naast zit. Ik kan niet anders dan concluderen dat zij onder 1 hoedje hebben gespeeld met grote partijen.
    die zat er niet naast maar wist al voor jij en ik wisten van de afkeuring kan mr m.i op 1 manier inside info Pharming...en wist paniek te crieeren met een paar miljoen te verkopen dat het stoploss balletje ging rollen...
  7. laatstekans 20 september 2018 15:01
    Smallcap Pharming knalde bij hoge volumes 24% omhoog. De topman blijft optimistisch, hoewel het biotechnologiebedrijf Ruconest voorlopig niet voor preventief gebruik actief mag verkopen. Marktonderzoeksbureau EvaluatePharma constateert dat de omzet van Ruconest in Noord-Amerika zal toenemen. De Amerikaanse zakenbank Stifel handhaafde zijn koopadvies, maar verlaagde het koersdoel van €1,80 tot €1,45
  8. forum rang 6 sportliefhebber 20 september 2018 15:01
    quote:

    'd Aandelen schreef op 20 september 2018 14:56:

    Gezien het feit dat Pharming al sinds 1998 - 1999 bezig is met de ontwikkeling van Ruconest en nu weer een vertraging van minstens 1 á 2 jaar heeft opgelopen om het middel officieel op de markt te krijgen
    ruconest is allang op de markt.
  9. [verwijderd] 20 september 2018 15:04
    [quote alias='d Aandelen id=11098182 date=201809201456]

    Gezien het feit dat Pharming al sinds 1998 - 1999 bezig is met de ontwikkeling van Ruconest en nu weer een vertraging van minstens 1 á 2 jaar heeft opgelopen om het middel officieel op de markt te krijgen vraagt bijzonder veel geduld van de beleggers in Pharming, terwijl terecht werd opgemerkt dat de concurrenten van Pharming ook niet stil zitten.

    Het is geen feit dat de vertraging 1 á 2 jaar zal zijn. De heer de Vries heeft nog overleg met FDA.
15.870 Posts
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