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Aandeel Galapagos AEX:GLPG.NL, BE0003818359

Laatste koers (eur) Verschil Volume
25,500   -0,200   (-0,78%) Dagrange 25,140 - 25,700 42.695   Gem. (3M) 88,5K

Galapagos februari 2017

1.541 Posts
Pagina: 1 2 3 4 5 6 ... 78 »» | Laatste | Omlaag ↓
  1. [verwijderd] 1 februari 2017 12:05
    Soms lijkt het in het dorp wel of er meer gezegd en geschreven wordt over nieuws dat voor de wereld weliswaar belangrijker is, maar niet voor ons dorp. Gelukkig hadden we weer de jaarlijkse nieuwjaarsborrel – het zal toch wel een wegens succes geprolongeerde traditie worden? Mede daardoor weten we dat het in ons dorp prima gaat. En dat er voorlopig nog geen speciaal gedrukte basketbal petjes komen. En dat de auto van het jaar een Aston Martin is. En vooral dat het nieuws uit de buitenwereld ons dorp weinig raakt.

    Prima tijd om gerust en rustig af te wachten op warmer weer.

    Een ieder weer veel geluk en wijsheid toegewenst!
  2. [verwijderd] 1 februari 2017 12:21
    De Tijd
    Euronext Brussel herleeft, farma in het zonnetje

    Voor de grootste winsten moeten we echter in de farmasector zijn. UCB dikt 2,4 procent aan tot 65,24 euro en sluit zo aan bij andere geneesmiddelproducenten in Europa. Farma zit in de lift dankzij vrij goede resultaten van de Zwitserse reus Roche, die echter tegelijk voor een lagere winstgroei waarschuwde . Met zijn 3,7 procent winst maakt Galapagos dan weer de verliezen van maandag en dinsdag goed. Toen zakte het biofarmabedrijf respectievelijk 2,5 en 1,2 procent.
    Op de brede markt is ook de forse koerswinst voor Fagron (+3,7%, 9,33 euro) hoofdzakelijk te danken aan een herstelbeweging na twee neerwaartse dagen. Specifiek nieuws over de toeleveraar van grondstoffen aan apotheken is er niet; het aanbod qua bedrijfsnieuws is trouwens erg schaars. Thrombogenics (+5,1%, 3,55 euro) zet z'n koersklim voort, die op 10 januari begon met de aankondiging van onderzoek naar een nieuw oogmiddel voor diabetici voort.
  3. JaccoW 1 februari 2017 13:00
    quote:

    Beurskingpin schreef op 1 februari 2017 12:49:

    Gratis tip: altijd paar euro hoger kopen dan mooiweer zijn koersdoel en je koopt op de bodem! Geen dank!
    een paar is 2, zijn bodem was 55,- dus als ik u was zou ik nog steeds niet kopen.

    1 groene dag nog maar van de afgelopen 5 dagen;-)
  4. _Giulietta_ 1 februari 2017 15:23
    quote:

    aston.martin schreef op 1 februari 2017 14:04:

    Een beetje reclame af en toe kan geen kwaad.
    Vandaag te lezen bij Yahoo Finance maar reeds geschreven op 27 januari door 'Market Realist'.

    us.rd.yahoo.com/finance/external/mark...

    Nog wat meer reclame via SA:

    What Filgotinib Could Mean For Gilead's Future

    Summary

    Galapagos' Filgotinib is one of Gilead's best assets.

    Filgotinib is in phase 3 trials for rheumatoid arthritis, ulcerative colitis, and Crohn's Disease.

    What could Filgotinib mean for Gilead's revenue in five years' time?

    Gilead should buy Galapagos as soon as it can.

    Let me start with my biggest understatement of this young year: Gilead (NASDAQ:GILD) has not exactly been on a tear recently. The stock has lost almost 40% since its top in August 2015.

    Several authors here on SA have praised the stock as undervalued, including me in this article and this article. It's a stock that divides investors as no other, and there are often intense discussions between bulls and bears. These discussions are based, in part, on the fact that it is always difficult to evaluate, let alone value, a biotech company's pipeline. The pipeline is the key component of the future of any biotech. That pipeline can be filled by internal R&D, but also with external products through licensing, mergers, and acquisitions.

    I think one of the best products in Gilead's pipeline is one that has been bought: Galapagos' (NASDAQ:GLPG) Filgotinib, a JAK1-selective inhibitor.

    JAK stands for JAnus Kinase, a human protein that is very important in the signaling between cells. You could say, with an simplification, that JAKs are hormone-like enzymes. JAKs play an important role in autoimmune diseases, inflammation, and cancer. At this moment Filgotinib is being tested for rheumatoid arthritis and Crohn's disease, two autoimmune diseases; and ulcerative colitis, an inflammatory disease.

    The deal

    Gilead has paid $725M for Filgotinib to the Belgian biotech Galapagos, consisting of a license payment of $300M and a $425M equity investment, which brought Gilead's block of shares to 14.71%. The deal also included a lock-up arrangement until the end of 2017, so Gilead can't buy or sell any shares until then. The milestone payments for Galapagos could go up to $1.35B. Galapagos' royalties are tiered, starting from 20%.

    I wouldn't be all too surprised to see Gilead buy Galapagos when the lock-up ends. Galapagos has a market cap of under $3B, which is only 10% of Gilead's cash and equivalents. Even though some of Galapagos' pipeline is in collaboration with AbbVie, their platform and technology are somewhat parallel to Gilead's approach: They use human primary cells and patient cells and then try to make small molecules that inhibit these cells. I think that Galapagos platform, especially, could be an asset for Gilead, even more so than its pipeline.

    Treatments for RA

    The first line drugs for RA (rheumatoid arthritis) are disease-modifying anti-rheumatic drugs, or DMARDs. Examples of DMARDs are Teva's (NYSE:TEVA) Trexall, which is MTX (methotrexate), and Pfizer's (NYSE:PFE) Azulfidine (sulphasalazine is its chemical name).

    The disadvantages of these DMARDs are that they suppress the human immune system and therefore increase the risk of infections. These drugs also have severe side effects, including nausea, abdominal pain, and serious lung and liver damage. And these side effects are not rare: in Azulfidine, for example, almost 25% of the patients suffer from side effects. The drugs need 6 to 12 weeks to take effect, which is a long time to suffer from pain or inflammation if you see no effect at all.

    The development of biologics was an important milestone in the treatment of RA patients. Biologic therapies use antibodies or other proteins formed by living organisms to treat diseases.

    Some arthritis patients have very high levels of TNF (tumor necrosis factor, a protein) in their blood and joints. This TNF increases inflammation, pain and swelling. The biological drugs stop the over-presence of TNF.

    Anti-TNFs are now standard for patients who cannot tolerate DMARDs or don't respond well enough to them. But here too there are two disadvantages: Anti-TNF drugs also suppress the immune system, which means that infections can occur more easily. The second disadvantage is the way it is given to patients: through injections (or sometimes intravenously), which many patients don't like.

    Not all patients react to anti-TNFs, or over time, the results fade, resulting in a need to switch to a new therapy to control the disease. Approximately one-third of RA patients seex no effect from anti-TNFs.

    Hence, in more than 30% of RA population, alternative treatments are needed. A significant number of patients that take anti-TNF drugs will have to change to a second and third anti-TNF treatment within 24 months after beginning the first. And this change is very unsettling, because it often takes some months before the new therapy becomes efficient. This contributes to the progression of the disease and further joint damage. For those patients, JAK inhibitors provide an alternative.

    Rheumatoid arthritis patients being treated with either Humira (adalimumab) or Remicade (infliximab) have three times the risk of developing certain cancers and twice the risk of developing serious infections.

    Filgotinib in RA

    Filgotinib, which is being tested in phase 3 now for the treatment in RA, differs from the biologic therapies in quite a number of ways. To name just a few key elements: it is an oral therapy; it is not biologic, but a small molecule; and it is a drug that targets the Janus kinase, or JAK, not TNF. JAK inhibitors, however, are associated with a range of side effects, including aberrations in low-density lipoprotein, or LDL, cholesterol, and red blood cell counts.

    Galapagos is developing a highly selective JAK1 inhibitor, Filgotinib, for treatment of RA, amongst other indications. Filgotinib has 30 times selectivity of JAK1 over JAK2, which makes it more selective than any other drug up to now. And that is very important for efficacy and safety. In other words, both the serious side effects of biologics and especially other JAK-inhibitors are not a problem for Filgotinib: no cholesterol problem, no infections, no liver problems etc.

    And besides the fact that this is an oral therapy, it is also once daily, which is a boon for adherence. So far, Filgotinib shows very little negative interactions with other medications, another blessing for patients who are often on several drugs for side effects and/or other diseases.

    But of course, the most important issue is that Figotinib is very efficient. Contrary to the present treatments, there is a rapid efficacy of Filgotinib in the tests for RA. No more months of painfully waiting until the drugs start to work.
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