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Aandeel Pharming Group AEX:PHARM.NL, NL0010391025

Laatste koers (eur) Verschil Volume
0,881   +0,025   (+2,86%) Dagrange 0,843 - 0,882 8.243.635   Gem. (3M) 6,4M

Pharming Mei 2022

3.087 Posts
Pagina: «« 1 ... 79 80 81 82 83 ... 155 »» | Laatste | Omlaag ↓
  1. forum rang 4 Beursgoeroe 16 mei 2022 14:57
    quote:

    Winst gevend schreef op 16 mei 2022 14:50:

    De Giro Analist Visie: Pharming zojuist met 100% verhoogd naar € 12,60

    Zijn ze daar nu helemaal van het padje gevallen? 17X het huidige aandeel.
    Of zou er dan toch iets zijn dat deze verdubbeling rechtvaardigt?
    nee hoor .............roep ik al jaren ..............die pot met Goud ............... zwarte cijfers inclusief ...........
  2. forum rang 7 LL 16 mei 2022 14:58
    quote:

    Winst gevend schreef op 16 mei 2022 14:50:

    De Giro Analist Visie: Pharming zojuist met 100% verhoogd naar € 12,60

    Zijn ze daar nu helemaal van het padje gevallen? 17X het huidige aandeel.
    Of zou er dan toch iets zijn dat deze verdubbeling rechtvaardigt?
    Het zoeken van sensatie is leuk maar dit is gewoon een mix up van de Amerikaanse koers met een € er voor.

    Voor de goede orde zou dit een wpa van € 0,63 betekenen met een k/w 20.
  3. [verwijderd] 16 mei 2022 14:59
    quote:

    Winst gevend schreef op 16 mei 2022 14:50:

    De Giro Analist Visie: Pharming zojuist met 100% verhoogd naar € 12,60

    Zijn ze daar nu helemaal van het padje gevallen? 17X het huidige aandeel.
    Of zou er dan toch iets zijn dat deze verdubbeling rechtvaardigt?
    kunt U dit ook onderbouwen? welke analisten zijn dit dan?

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  4. forum rang 10 voda 16 mei 2022 15:10
    Zéér uitgebreid verslag..... (voor alles, zie de link onderin)

    Pharming Group N.V. (PHGUF) CEO Sijmen de Vries on Q1 2022 Results - Earnings Call Transcript
    May 15, 2022 8:11 AM ETPharming Group N.V. (PHGUF), PHAR
    Pharming Group N.V. (OTCPK:PHGUF) Q1 2022 Earnings Conference Call May 12, 2022 7:30 AM ET

    Company Participants

    Sijmen de Vries - CEO

    Jeroen Wakkerman - CFO

    Anurag Relan - Chief Medical Officer

    Conference Call Participants

    Joe Pantginis - H.C. Wainright

    Hartaj Singh - Oppenheimer & Co.

    Christian Glennie - Stifel

    Simon Scholes - First Berlin Equity

    Operator

    Hello, everyone, and welcome to the Pharming's First Quarter Results Conference Call. My name is Victoria, and I'll be coordinating your call today. [Operator Instructions]

    I'll now pass over to your host, Dr. Sijmen de Vries, CEO, to begin. Please go ahead.

    Sijmen de Vries

    Thank you very much, Victoria. Good afternoon and good morning, ladies and gentlemen. Welcome to our first quarter results call today.

    And before I go into that, I would like to go to Slide 2 and point you to the slide that shows forward-looking statements as we will be making some forward-looking statements that are based upon our current beliefs, expectations and assumptions and, of course, as you all know, things may change towards the future.

    So having said that, I would like to move to Slide 3. I'm here together with my two colleagues, Jeroen Wakkerman, our Chief Financial Officer; and Anurag Relan, our Chief Medical Officer, who will take you to the respective parts of this presentation.

    Can I have Slide 4, please? We are a well-funded business, supported by commercial sales and a growing pipeline and we focus on the treatment of rare diseases with unmet medical needs. And we can do that because RUCONEST, our lead product, is now launched in over 40 countries and recorded sales of almost $199 million in 2021. And is on its way, as you have seen from the results today, to deliver single-digit growth as we expect for 2022 over 2021.

    This is a very important part in time for the company here, because we have a near-term inflection point in our hands with the possible launch of our in-licensed compound leniolisib from Q1 2023 to treat the orphan disease APDS and that will, of course, be a significant different company after that because then we will be actually having two products in multiple geographies on and would not rely on one product that is mainly deriving sales from one geography, i.e., the United States.

    This is a rare disease, estimated according to the literature of some 1,350 patients, as you can see from this slide, and we have started at a relatively modest level with finding these patients. And we have already some 400 patients identified that could be -- become eligible for the treatment with leniolisib once approved, of course.

    We will indeed further intensify the search for these patients going forward for the remainder of the year. And we have this established specialist commercial infrastructure in US and Europe. That is why we are quite confident that we can make a commercial success out of leniolisib. And of course, we are looking as we well know from previous calls, we are intensively looking for additional late-stage opportunities to in-license and further bolster our pipeline.

    We also work on early-stage R&D products and most notably, we have last year in-licensed a potentially curative gene therapy candidate for hereditary angioedema, OTL-105, from Orchard Therapeutics and we will, of course, update you towards the future as and when important milestones have been achieved in that program.

    So we, of course, are also working on further lifecycle management opportunities for our compounds that we have in-house, which include leniolisib, which may be possible to actually be developed in additional indications other than APDS. And last but not least, we have this experienced leadership team and a strong balance sheet what can actually support our growth strategy. And we will come to that later. But it's good to say here that the current development plans and the current portfolio that we have requires no additional financing.

    So how does it look like? Please turn to Slide 5, please. How does it look like in terms of our strategy for growth? On the left-hand side, you see on this Slide 5, the commercialization of RUCONEST, which is obviously ongoing and is supporting this business.

    And as I was saying before, the launch of leniolisib will totally transfer our company -- transform our company from this one geography company to this multiple geographies and multiple product company, which is a very, very important step forward. And also we expect to be include -- we expect to be include in Japan, where we have no presence yet. And Japan, obviously, as we know, is the second biggest pharmaceutical market in the world.

    Then you see on the near-term expansion of our portfolio, as I was already alluding to that, we are actively hunting very intensively for additional in-licensing opportunities for rare disease compounds that are in late-stage development, so that we can actually establish a launch agenda beginning next year with leniolisib and following with additional compounds to be in-licensed in the subsequent years thereafter.

    But also in addition, we can continue to work on the development of C1 inhibitor and as I was saying, leniolisib, for additional indications. And then there is an interesting aspect here to being entering into this primary immune deficiency domain and starting a systematic patient finding exercise by offering genetic testing. We have access to a growing amount of genetic testing results from those patients of primary immune deficiency patients that undergo testing for APDS.

    So, we can actually start seeing and of course, this will continue to go on towards the future. We can start seeing patterns of certain mutations that are there. And therefore, we can have a, for the long term, a more directed business development efforts R&D efforts to actually address more of these primary immune deficiencies, because we believe and it's, of course, a known fact that there is about 400 genetic defects there that actually will drive -- that actually are underlying these primary immune deficiencies.

    So, we think there is a lot more to be done there and to help patients that are currently without any treatment as our patients in APDS that are waiting for leniolisib. In addition to that, of course, I was already alluding to, we're working on OTL-105, our in-licensed compound for the potential curative treatment of hereditary angioedema, and last but not least, we also have alpha-glucosidase, the new version of enzyme replacement therapy for Pompe disease, which is still a big unmet medical need.

    I would like to go to Slide 6, and you may actually go immediately to Slide 7, because I will be briefly discussing here the position of RUCONEST in the hereditary angioedema market. As we have discussed before, RUCONEST is, of course, approved for the acute treatment of hereditary angioedema attacks.

    seekingalpha.com/article/4511776-phar...
  5. forum rang 4 Eric_80 16 mei 2022 16:06
    quote:

    Beursgoeroe schreef op 16 mei 2022 14:57:

    [...]

    nee hoor .............roep ik al jaren ..............die pot met Goud ............... zwarte cijfers inclusief ...........
    Hoe leuk ik het ook zou vinden, dit is wel echt niet realistisch. Ben benieuwd wat hun bevindingen zijn waarom ze dit denken..
  6. [verwijderd] 16 mei 2022 16:18
    quote:

    Janssen&Janssen schreef op 14 mei 2022 21:21:

    Ik ben eens zo aan het denken, Lenio verwachte Launch Q1 2023.
    Eerste mogelijkheid tot afbetaling Obligaties Q1 2023.
    Weet iemand vanaf wanneer er voor het eerst gesproken is over een Q1 2023 launch van Lenio was dit voor of na bekend making van de obligatie?

    Het zou dus zomaar kunnen zijn dat pharming goedkeuring krijgt in Q1 2023 voor Lenio, maar ook de obligatie zou kunnen aflossen. Eventueel net voor bekendmaking launch, want daarna komt er weer snel voldoende geld binnen. Indien dat het geval is dan heeft pharming dit heel erg slim gespeeld

    Je fantaseert er weer op los. De obligaties koppelen aan de launch date gaat al mis natuurlijk. De kosten die Pharming de komende maanden gaat maken zullen steeds verder oplopen.
    Ook maak jij de denkfout dat bij de launch al direct flinke omzet behaald wordt. Een launch kost altijd jaren voor deze gaat renderen. Daarnaast zijn er slechts weinig patiënten met de ziekte APDS, dus voor deze patiënten ook daadwerkelijk leniolisib zouden gaan gebruiken ben je behoorlijk lange tijd verder.
    De goedkeuring is ook nog geen zekerheid, evenals de prijs onbekend is en of de verzekraars wel bereid zijn het medicijn te vergoeden.

    Spreken over afbetalingen is absurd Janssen. De kosten die Pharming gaat maken nemen juist fors op, dus ook kans op verliezen wordt steeds groter.
3.087 Posts
Pagina: «« 1 ... 79 80 81 82 83 ... 155 »» | Laatste |Omhoog ↑

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