NEOPHARM INC. - wieder nach Norden? ( Seite 10)

Antwort auf Beitrag Nr.: 26.118.485 von Nissie am 12.12.06 09:20:2312.12.2006 10:09
Neopharm: Trendwechsel
Der bisherige mittelfristige Trend von Neopharm (Nachrichten) wird nach unten durchbrochen werden. Neopharm wird am 11. Januar bei 1,19 Euro notieren.

Klicken Sie auf den Chart, um weitere aktuelle Nachrichten zu NEOPHARM finden.

Antwort auf Beitrag Nr.: 26.119.795 von spike_one am 12.12.06 10:23:14NeoPharm hold


Rating-Update:
New York (aktiencheck.de AG) - Die Analysten von Brean Murray, Carret & Co stufen die Aktie von NeoPharm (ISIN US6409191060/ WKN 929967) von "sell" auf "hold" hoch. (12.12.2006/ac/a/u)
Analyse-Datum: 12.12.2006

Analyse vom 12.12.2006 | 08:53 12.12.06 08:53
NeoPharm market outperform
JMP Securities

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12.12.06 08:51
NeoPharm hold
Brean Murray

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NeoPharm market outperform


Rating-Update:
San Francisco (aktiencheck.de AG) - Die Analysten von JMP Securities stufen die Aktie von NeoPharm (ISIN US6409191060/ WKN 929967) von "strong buy" auf "market outperform" herab. Das Kursziel werde von 19 USD auf 6 USD gesenkt. (12.12.2006/ac/a/u)
Analyse-Datum: 12.12.2006


.............................................
6 USD entspricht ca. 4,50 €uronen

Antwort auf Beitrag Nr.: 26.124.883 von Eurohamster1 am 12.12.06 14:26:34NEOPHARM Announces Efficacy Results for Phase 3 PRECISE Trial

WAUKEGAN, Ill.--(HSMN NewsFeed)--NEOPHARM, Inc. (Nasdaq: NEOL ) today announced that the pivotal Phase 3 PRECISE trial evaluating cintredekin besudotox (IL13-PE38QQR) for the treatment of recurrent glioblastoma multiforme (GBM) did not meet the efficacy endpoint at 215 deaths, which was a statistically significant difference, or separation, in the overall survival curves versus Gliadel Wafer®.

"Topline data suggests that cintredekin besudotox, while comparable, was not statistically superior to Gliadel," said Guillermo A. Herrera, President and Chief Executive Officer of NEOPHARM. "We will continue to work with our Scientific Advisory Board and the FDA to determine the best path forward."

Median Survival CB = 36.4 weeks

Median Survival Gliadel = 35.3 weeks
Months CB (% Survival) Gliadel (% Survival)
------ --------------- --------------------
6 69.4 62.4
12 35.1 30.1
18 20.0 14.5
24 14.4 14.5
The NEOPHARM Board of Directors and Senior Management have created a task force to evaluate Company options moving forward, including advancement of the Company's NeoLipid products.

"I want to extend my thanks to the patients and their loved ones, along with the investigators and personnel at study sites, and NEOPHARM employees for their effort in conducting this important trial," added Mr. Herrera.

da hat's ja wiedermal einen "Geheimtipp" aus dem Förtsch-Blättchen so richtig zersemmelt.

Die neuen Kursziele, die jetzt teilweise gehandelt werden, sind ja wohl lächerlich, denn selbst Förtsch hat in der damaligen Empfehlung darauf hingewiesen:

"In drei Jahren will Neopharm, das derzeit noch tiefrote Zahlen schreibt, auch erstmals Gewinne erwirtschaften. Zum Jahresende 2008 soll ein Plus von 0,97 Dollar je Aktie zu Buche stehen. Geld für die weitere Entwicklung seiner Produkte braucht Neopharm kurzfristig nicht. Mit den bestehenden Barreserven sind die Ausgaben bis Ende 2006 gedeckt."

Angesichts der neuen Nachrichtenlage und der Aussage, dass die Barreserven die Ausgaben noch bis Ende 2006 decken, ist die Aktie ja wohl mit 2 Dollar noch äußerst großzügig bewertet.
Wie man da auf ein Kursziel von 6 Dollar kommen kann, ist ja eher schleierhaft, hier droht mittelfristig eher die Insolvenz.

Antwort auf Beitrag Nr.: 26.145.137 von Cashlover am 13.12.06 08:57:40Ob der Laden mit der Aktzeptanz des Mittels steht oder fällt
ist noch nicht ausgemacht. Habe gelesen das noch um die
50 Mill Cash vorhanden sind.
Das soll noch bis Ende 2007 reichen.

Allemal ein schwerer Schlag - und ob jemals Genesung
eintreten wird ist fraglich.

Die Kursziele sind in der Tat erstaunlich. Mal sehen was die von Neo eingerichtete Taskforce demnächst zu vermelden hat.

Allen das Beste!

Antwort auf Beitrag Nr.: 26.145.137 von Cashlover am 13.12.06 08:57:40ich korrigiere mich ---- doch lesen sie selbst. Bad news ...

NeoPharm takes turn for worse
Brain cancer drug tests a major disappointment

December 12, 2006
BY FRANCINE KNOWLES Business Reporter
The brain cancer drug that Waukegan-based NeoPharm Inc. banked on being its first commercial product failed in a late-stage clinical trial, which sent the shares plummeting 68 percent Monday and leaves the company's fate up in the air.


The survival rates for patients on NeoPharm's drug cintredekin besudotox were not significantly different than the survival rates of patients on MGI Pharma Inc.'s Gliadel Wafer treatment, the company said Monday.

Median survival was 36.4 weeks for patients treated with cintredekin besudotox, compared with 35.3 weeks for those treated with the Gliadel Wafer.

NeoPharm is placing all future trials of its drug on hold while it conducts more analysis of the trial data, Chief Executive Officer Guillermo Herrera told analysts after announcing the results.


"The Neopharm board of directors and senior management created a task force to evaluate company options going forward," he said.
Those options include advancement of the other products in its pipeline, which are much less further along in development. Among them are drugs to treat breast cancer, colorectal cancer and other advanced forms of cancer. The products use a liposome-based drug delivery system to deliver anti-cancer drugs to tumors. Liposomes are microscopic membrane-like structures created from fats.

"This doesn't leave the company with much other than early stage products," said Jonathan Aschoff, an analyst with Brean Murray Carret & Co. "It's nowhere near as exciting for the company."

"It's really bad news," said Robert W. Baird analyst Christopher Raymond. "They made a conscious decision to put all their other pipeline products on the back burner. They allowed those to diminish in value as they bet everything on this."

Raymond said the competitive landscape for the other cancer treatment products in NeoPharm's pipeline has changed to NeoPharm's detriment.

"There are other companies that have products in trials," he said. "NeoPharm has lost its place in line."

First Albany Capital Managing Director David Webber responded to the news by downgrading the stock to neutral from buy. He said in a research note the market for NeoPharm's breast cancer drug product is already crowded, and while its colorectal product shows promise, it's "moving slowly in an academic trial."

Regarding the future fate of cintredekin besudotox, he said, "we think it would be difficult to obtain approval without another trial, but the apparent shrinking of cintredekin besudotox to the size of Gliadel's $35 million argues against that expense."

Earlier this year, NeoPharm released results from a study that showed patients with glioblastoma, or brain tumors, treated with its drug had a median survival time of 44 weeks, compared with 28 weeks with the Gliadel Wafer.

The latest trial results showed patients on cintredekin besudotox had a survival rate of 35.1 percent vs. 30.1 percent for patients on Gliadel Wafer at 12 months, 20 percent vs. 14.5 percent at 18 months and 14.4 percent vs. 14.5 percent at 24 months.

Herrera said the company will continue to work with its scientific advisory board and the FDA to determine the best path forward for the drug.

The company expects to have $35 million in cash on hand at the end of the year, and doesn't anticipate having to go to the market to raise more financing for two years or more, Herrera said, noting there is sufficient cash to fund its liposome projects.

Antwort auf Beitrag Nr.: 26.157.942 von Snare am 13.12.06 19:07:55Das sieht leider nach Siechtum aus. Hoch gepokert und verloren.
Es stand allerdings nicht schlecht. Schade.
Hatte gutes Gefühl.