Spectrum Pharmaceuticals - Chancen und Risiken? (Seite 328)
eröffnet am 31.08.08 11:55:05 von
neuester Beitrag 10.08.23 11:06:43 von
neuester Beitrag 10.08.23 11:06:43 von
Beiträge: 4.229
ID: 1.143.896
ID: 1.143.896
Aufrufe heute: 0
Gesamt: 285.531
Gesamt: 285.531
Aktive User: 0
ISIN: US84763A1088 · WKN: 164623 · Symbol: SPPI
1,0300
USD
0,00 %
0,0000 USD
Letzter Kurs 01.08.23 Nasdaq
Neuigkeiten
20.07.23 · Business Wire (engl.)  |
30.06.23 · Business Wire (engl.) |
Werte aus der Branche Pharmaindustrie
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,8000 | +45,45 | |
| 1,0000 | +42,86 | |
| 3,0000 | +42,18 | |
| 6,2500 | +24,75 | |
| 1,2420 | +23,83 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 1,3200 | -16,98 | |
| 23,700 | -19,52 | |
| 28,60 | -24,06 | |
| 1,3500 | -25,62 | |
| 0,7800 | -29,73 |
Beitrag zu dieser Diskussion schreiben
Feedback
Antwort auf Beitrag Nr.: 36.847.397 von VaJo am 25.03.09 19:41:02Achja, noch ein Kommentar zu diesem Typen Feuerstein.
Genau dieser Feuerstein hat vior kurzem noch Zevalin verissen und gegen damals CTIC und SPPi geschrieben. Jetzt ist er plötzlich bullish.
Wie kommts? Ganz einfach. Seine Hedgefondsfreunde möchten wohl etwas Geld mit Spectrum machen. Ich erwarte baldigst einen Lift-Off der Aktie. Entweder mit der super-Meldung heute oder spätestens mit den Zahlen, die ich bis Ende März erwarte.
Genau dieser Feuerstein hat vior kurzem noch Zevalin verissen und gegen damals CTIC und SPPi geschrieben. Jetzt ist er plötzlich bullish.
Wie kommts? Ganz einfach. Seine Hedgefondsfreunde möchten wohl etwas Geld mit Spectrum machen. Ich erwarte baldigst einen Lift-Off der Aktie. Entweder mit der super-Meldung heute oder spätestens mit den Zahlen, die ich bis Ende März erwarte.
Antwort auf Beitrag Nr.: 36.847.542 von VaJo am 25.03.09 19:54:25Bleib mal da und feier mit - heute ist ein großer Tag - fünf Monate vor dem Termin:
Spectrum Pharmaceuticals Announces That FDA Has Accepted FUSILEV(TM) sNDA for Colorectal Cancer Indication
Spectrum Pharmaceuticals Announces That FDA Has Accepted FUSILEV(TM) sNDA for Colorectal Cancer Indication
...so das wars wieder von mir. Ich überlasse euch wieder eurem Schicksal...
Nur zur Erinnerung, vor ein paar Monaten zweifelte Feuerstein daran, das Spectrum überhaupt nennenswerte Mengen an Fusilev verkauft, Geschweige den ein Produkt wie Zevalin imstande ist zu vermarkten.
Sicher hat Spectrum mit dem Shortage Glück, oder war das Vorsehung
Sicher war es auch Glück, das plötzlich der NDA als First Line gestellt wurde. Hätte ja auch CTIC oder Biogen machen können.
Sicher war es Glück, das Allergan 40 Mio Upfront für Eoquin gezahlt hat.
Ja,ja alles Zufall
Und einige Spinner behaupten immer noch Spectrum oder besser CO Rajesh erfindet das alles wie heute im Ami Board zu lesen war 
Sicher hat Spectrum mit dem Shortage Glück, oder war das Vorsehung
Sicher war es auch Glück, das plötzlich der NDA als First Line gestellt wurde. Hätte ja auch CTIC oder Biogen machen können.
Sicher war es Glück, das Allergan 40 Mio Upfront für Eoquin gezahlt hat.
Ja,ja alles Zufall
Und einige Spinner behaupten immer noch Spectrum oder besser CO Rajesh erfindet das alles wie heute im Ami Board zu lesen war 
So geil wie der Artikel schon anfängt mit dem 11.September bla,bla. Dramatischer gehts wohl kaum
Trading Spotlight
HAMMER-Artikel vom größten SPPI Skeptiker Adam Feuerstein
Lesen und wundern
So schnell kann man seine Meinung ändern
Was ist passiert? Wurde Feuerstein gekauft?
Tja, da wird allen Zevalin Skeptikern irgendwann das Lachen vergehen
With Spectrum, Zevalin Might Finally Have a Chance
03/25/09 - 02:07 PM EDT
, SPPI , BIIB , DNA , CTIC , GSK
Adam Feuerstein
On the morning of Sept. 11, 2001, as hijacked planes slammed into the World Trade Center and Pentagon, an advisory committee to the Food and Drug Administration was simultaneously recommending the approval of a new cancer drug.
That drug, Zevalin, is still struggling to find its way more than seven years later.
Last week, Spectrum Pharmaceuticals(SPPI Quote - Cramer on SPPI - Stock Picks) became the latest drug company to take ownership of Zevalin, and now it will try to make the drug a commercial success.
Zevalin is a very effective drug for patients with non-Hodgkin's lymphoma, based on a substantial amount of clinical data collected both before the drug's approval and in subsequent clinical trials. Analysts expected Zevalin sales to exceed $200 million three or four years after the drug's launch in 2002.
But good clinical data never translated into meaningful sales. Zevalin has been a commercial bust, to put it mildly. Last year, sales barely topped $11 million, down from sales of $17 million and $18 million in 2007 and 2006, respectively. Three different companies have tried to make Zevalin into a meaningful commercial product, and none has succeeded.
Enter Spectrum Pharmaceuticals, the fourth and latest company to take ownership of Zevalin and attempt to turn the drug's fortunes around. With a stock price hovering around $1.50, a $48 million market cap and adequate cash reserves, Spectrum is a cheap drug stock with the potential for significant upside if Zevalin succeeds.
Zevalin is a monoclonal antibody that seeks out and attaches itself to cancer cells. But unlike other such drugs, Zevalin carries a radioactive payload designed to kill the cancer cells while leaving neighboring healthy cells intact. Zevalin was the first in a new class of "radio-immunotherapies" approved by the FDA. Since its approval, only one other radio-immunotherapy drug has made it to the market.
Unfortunately, the cutting-edge technology behind Zevalin turned out to be a major hindrance commercially. Because it's a radioactive compound, doctors and patients must go through a long checklist of precautions and pretreatment steps before Zevalin can be administered. Plus, the drug has never enjoyed favorable insurance reimbursement status, so oftentimes, doctors actually lose money when prescribing Zevalin to their patients.
Lastly, both Idec Pharmaceuticals, the company that launched the drug, and its successor Biogen Idec(BIIB Quote - Cramer on BIIB - Stock Picks), marketed the drug as a treatment of last resort for non-Hodgkin's lymphoma (NHL) patients for whom all other drugs had failed. This happened despite an FDA label that allowed for more liberal uses of the drug.
Idec (and then Biogen Idec) were not entirely motivated to see Zevalin succeed because that could have crimped sales of their NHL blockbuster drug Rituxan, which was much more important to the companies' growth and profitability. [Biogen Idec receives royalties on Rituxan, which is sold by Genentech(DNA Quote - Cramer on DNA - Stock Picks), soon to be acquired by Roche.]
So, Zevalin floundered. Biogen Idec eventually sold the drug to Cell Therapeutics(CTIC Quote - Cramer on CTIC - Stock Picks) in 2007, which did an even worse job of marketing the drug. Late last year, Cell Therapeutics, in desperate need of cash, sought out Spectrum's help to co-market Zevalin. But before that joint venture could even get off the ground, Cell Therapeutics, even more desperate for cash, decided to sell to Spectrum 100% of the rights to Zevalin. The sale closed March 16.
It remains to be seen whether Spectrum can turn Zevalin around, but there are a few potentially positive signs that the company could succeed where the others have failed. For starters, Spectrum has submitted new clinical data to the FDA seeking an expansion of Zevalin's label.
The decision date is in July, and if approved, the new Zevalin label will allow Spectrum to promote the drug for a much broader swath of NHL patients. The new label could also include data that will convince doctors that Zevalin is safe and effective to use in combination with other NHL drugs.
Spectrum is also taking steps to do away with many of the pretreatment steps that made Zevalin so cumbersome to administer. The company is working on sorting out the insurance reimbursement hassles as well, by holding discussions with Medicare officials to ensure that doctors don't lose money when they use the drug.
Spectrum clearly has a lot of work to do, but if the company is successful, Zevalin sales should stabilize and, hopefully, move meaningfully higher than the $11 million "base" sales of 2008, which Cell Therapeutics achieved with essentially no marketing whatsoever. Spectrum's sales force already sells a relatively small cancer drug called Fusilev, so Zevalin will become an "add on" drug that can be marketed without having to significantly jack up the company's expenses.
While Spectrum should be able to stop the decline in Zevalin sales, the level of sales required to turn the drug and the company cash-flow positive is not clear. Spectrum's management is so far hesitant to offer that type of financial guidance, which is understandable given the number of things that need to go right before Zevalin can be deemed a successful turnaround story.
At this point, investors aren't exactly beating down Spectrum's doors to own the stock. Skepticism about Zevalin runs high -- and rightly so, given the drug's history. GlaxoSmithKline(GSK Quote - Cramer on GSK - Stock Picks) sells a similar drug, Bexxar, but has also had a tough time commercially.
But Spectrum's stock price could start to rise if the FDA approves Zevalin's new and improved label in July and the drug's quarterly sales performance improves.
Lesen und wundern
So schnell kann man seine Meinung ändern
Was ist passiert? Wurde Feuerstein gekauft?
Tja, da wird allen Zevalin Skeptikern irgendwann das Lachen vergehen
With Spectrum, Zevalin Might Finally Have a Chance
03/25/09 - 02:07 PM EDT
, SPPI , BIIB , DNA , CTIC , GSK
Adam Feuerstein
On the morning of Sept. 11, 2001, as hijacked planes slammed into the World Trade Center and Pentagon, an advisory committee to the Food and Drug Administration was simultaneously recommending the approval of a new cancer drug.
That drug, Zevalin, is still struggling to find its way more than seven years later.
Last week, Spectrum Pharmaceuticals(SPPI Quote - Cramer on SPPI - Stock Picks) became the latest drug company to take ownership of Zevalin, and now it will try to make the drug a commercial success.
Zevalin is a very effective drug for patients with non-Hodgkin's lymphoma, based on a substantial amount of clinical data collected both before the drug's approval and in subsequent clinical trials. Analysts expected Zevalin sales to exceed $200 million three or four years after the drug's launch in 2002.
But good clinical data never translated into meaningful sales. Zevalin has been a commercial bust, to put it mildly. Last year, sales barely topped $11 million, down from sales of $17 million and $18 million in 2007 and 2006, respectively. Three different companies have tried to make Zevalin into a meaningful commercial product, and none has succeeded.
Enter Spectrum Pharmaceuticals, the fourth and latest company to take ownership of Zevalin and attempt to turn the drug's fortunes around. With a stock price hovering around $1.50, a $48 million market cap and adequate cash reserves, Spectrum is a cheap drug stock with the potential for significant upside if Zevalin succeeds.
Zevalin is a monoclonal antibody that seeks out and attaches itself to cancer cells. But unlike other such drugs, Zevalin carries a radioactive payload designed to kill the cancer cells while leaving neighboring healthy cells intact. Zevalin was the first in a new class of "radio-immunotherapies" approved by the FDA. Since its approval, only one other radio-immunotherapy drug has made it to the market.
Unfortunately, the cutting-edge technology behind Zevalin turned out to be a major hindrance commercially. Because it's a radioactive compound, doctors and patients must go through a long checklist of precautions and pretreatment steps before Zevalin can be administered. Plus, the drug has never enjoyed favorable insurance reimbursement status, so oftentimes, doctors actually lose money when prescribing Zevalin to their patients.
Lastly, both Idec Pharmaceuticals, the company that launched the drug, and its successor Biogen Idec(BIIB Quote - Cramer on BIIB - Stock Picks), marketed the drug as a treatment of last resort for non-Hodgkin's lymphoma (NHL) patients for whom all other drugs had failed. This happened despite an FDA label that allowed for more liberal uses of the drug.
Idec (and then Biogen Idec) were not entirely motivated to see Zevalin succeed because that could have crimped sales of their NHL blockbuster drug Rituxan, which was much more important to the companies' growth and profitability. [Biogen Idec receives royalties on Rituxan, which is sold by Genentech(DNA Quote - Cramer on DNA - Stock Picks), soon to be acquired by Roche.]
So, Zevalin floundered. Biogen Idec eventually sold the drug to Cell Therapeutics(CTIC Quote - Cramer on CTIC - Stock Picks) in 2007, which did an even worse job of marketing the drug. Late last year, Cell Therapeutics, in desperate need of cash, sought out Spectrum's help to co-market Zevalin. But before that joint venture could even get off the ground, Cell Therapeutics, even more desperate for cash, decided to sell to Spectrum 100% of the rights to Zevalin. The sale closed March 16.
It remains to be seen whether Spectrum can turn Zevalin around, but there are a few potentially positive signs that the company could succeed where the others have failed. For starters, Spectrum has submitted new clinical data to the FDA seeking an expansion of Zevalin's label.
The decision date is in July, and if approved, the new Zevalin label will allow Spectrum to promote the drug for a much broader swath of NHL patients. The new label could also include data that will convince doctors that Zevalin is safe and effective to use in combination with other NHL drugs.
Spectrum is also taking steps to do away with many of the pretreatment steps that made Zevalin so cumbersome to administer. The company is working on sorting out the insurance reimbursement hassles as well, by holding discussions with Medicare officials to ensure that doctors don't lose money when they use the drug.
Spectrum clearly has a lot of work to do, but if the company is successful, Zevalin sales should stabilize and, hopefully, move meaningfully higher than the $11 million "base" sales of 2008, which Cell Therapeutics achieved with essentially no marketing whatsoever. Spectrum's sales force already sells a relatively small cancer drug called Fusilev, so Zevalin will become an "add on" drug that can be marketed without having to significantly jack up the company's expenses.
While Spectrum should be able to stop the decline in Zevalin sales, the level of sales required to turn the drug and the company cash-flow positive is not clear. Spectrum's management is so far hesitant to offer that type of financial guidance, which is understandable given the number of things that need to go right before Zevalin can be deemed a successful turnaround story.
At this point, investors aren't exactly beating down Spectrum's doors to own the stock. Skepticism about Zevalin runs high -- and rightly so, given the drug's history. GlaxoSmithKline(GSK Quote - Cramer on GSK - Stock Picks) sells a similar drug, Bexxar, but has also had a tough time commercially.
But Spectrum's stock price could start to rise if the FDA approves Zevalin's new and improved label in July and the drug's quarterly sales performance improves.
Antwort auf Beitrag Nr.: 36.838.344 von asics01 am 24.03.09 20:11:09ich meinte sprachlos,oder sind alle von bord 
Antwort auf Beitrag Nr.: 36.838.158 von future_trader am 24.03.09 19:48:18sind wohl alle selber ratlos
keine Meinungen mehr hier????
Hallo zusammen,
gestern gab ja SPPI eine Aktienofferte sowie eine Umwandlungsplan für Optionen bekannt:
a) Versteht jemand die Aktienofferte?? wie ist Sie zu werten?
b) Umwandlung der Aktienoptionen für 0,60€ bzw. 0,01 ist ja eigentlich postitiv zu werten???
Insbesondere a) bereitet mir Bauchschmerzen. Meinungen?
Gruß future_trader
gestern gab ja SPPI eine Aktienofferte sowie eine Umwandlungsplan für Optionen bekannt:
a) Versteht jemand die Aktienofferte?? wie ist Sie zu werten?
b) Umwandlung der Aktienoptionen für 0,60€ bzw. 0,01 ist ja eigentlich postitiv zu werten???
Insbesondere a) bereitet mir Bauchschmerzen. Meinungen?
Gruß future_trader
Durchsuchen
