Seagen

[uhasti]

soll man die Aktie noch kaufen

Pfizer will Seagenaktien um je $ 229,- bar kaufen, Übernahme soll Ende 23 Anfang 24 nach den behördlichen Genehmigungen erfolgen

[vonHS]

Dem Aktienkurs tut dieses Gerücht des WallStreetJournal zu einem erneuten Übernahme-Versuch gar nicht schlecht:

https://www.wallstreet-online.de/nachricht/16608735-wsj-pfiz…

[habnurwenig]

Seagen Reports First Quarter 2022 Financial Results

-Total Revenues of $426 Million in 1Q22, Including Net Product Sales of $383 Million-

-PADCEV® Approved by European Commission for Previously Treated Locally Advanced or Metastatic Urothelial Cancer-

-ADCETRIS® Overall Survival Data in Newly Diagnosed Advanced Hodgkin Lymphoma Patients to be Presented in Oral Session at ASCO Annual Meeting-

“Seagen delivered strong results for the first quarter of 2022 with net product sales increasing 27 percent over the first quarter of 2021, reflecting growth across our portfolio of four approved products”

https://www.businesswire.com/news/home/20220428006001/en/Sea…

[habnurwenig]

Hm....leider keine guten Zahlen....

Seagen (NASDAQ:SGEN) is trading ~7% lower in the post-market on Wednesday after the biotech posted a mixed performance with its Q4 2021 financials and projected its 2022 outlook below the current market expectations.

Quarterly revenue dropped ~29% YoY to $429.9M even as net product sales jumped ~26% YoY to $369.2M thanks mainly to a ~8% growth in the leading revenue generator lymphoma therapy ADCETRIS and ~53% YoY growth in breast cancer drug TUKYSA.

Full-year revenue dropped ~28% YoY to $1.6B despite a ~39% YoY growth in net product sales that reached $1.4B.

The company recorded $674.5M of net loss for 2021 compared to $613.7M in net income in the previous year as the net loss for the current quarter reached $174.6M from the net income of $167.1M in the prior-year period.

The R&D expenses expanded ~49% YoY and ~41% YoY to $304.3M and $1.2B for Q4 2021 and full year, respectively.

For 2022, Seagen (SGEN) expects total revenue excluding TIVDAK sales to reach $1.665B –$1.745B compared to ~$2.2B in the consensus.

A collaboration between Seagen (SGEN) and Genmab (NASDAQ:GMAB), Tivdak (tisotumab vedotin-tftv) was approved by the FDA in September 2021 for metastatic cervical cancer.


https://seekingalpha.com/news/3798189-seagen-sets-2022-guida…

[habnurwenig]

https://investor.seagen.com/press-releases/news-details/2021…

Seagen Reports Third Quarter 2021 Financial Results
10/28/2021

-Total Net Product Sales of $366.5 Million in 3Q21, an Increase of 37 Percent Over 3Q20-

-FDA Granted TIVDAK Accelerated Approval for Previously Treated Recurrent or Metastatic Cervical Cancer-

-Completed Enrollment in both PADCEV EV-103 Trial Cohort K in First-Line Metastatic Urothelial Cancer and in TUKYSA MOUNTAINEER Trial in Previously Treated HER2-Positive Metastatic Colorectal Cancer-

-Entered into Exclusive Worldwide License and Co-Development Agreement with RemeGen for Disitamab Vedotin, a Novel HER2-targeted Antibody-Drug Conjugate-

[habnurwenig]

Seagen and Remegen ink partnership to develop disitamab vedotin in potential $2.6B deal
Aug. 09, 2021
https://seekingalpha.com/news/3727419-seagen-and-remegen-ink…

• Seagen (NASDAQ:SGEN) and RemeGen (OTCPK:REGMY) have entered into an exclusive worldwide licensing agreement to develop and commercialize disitamab vedotin, a novel HER2-targeted antibody-drug conjugate (ADC), in a deal which could be worth as much as $2.6B.

• Under the terms of the agreement, Seagen will make a $200M upfront payment to exclusively license rights to disitamab vedotin for global development and commercialization, outside of RemeGen’s territory.

• RemeGen will retain development and commercialization rights for Asia, excluding Japan and Singapore.

• Seagen will pay RemeGen up to $2.4B in potential total milestone payments based upon the achievement of specified development, regulatory and commercialization goals across multiple indications and products.

• RemeGen will be entitled to a tiered, high single digit to mid-teen percentage royalty based on net sales of disitamab vedotin in Seagen’s territory.

[habnurwenig]

Hallo zusammen,

nachdem der letzte Beitrag schon etwas her ist, möchte ich einen neuen Thread eröffnen und hoffe auf einen interessanten Austausch mit anderen an der Aktie Interessierten.

Seagen hat ja nicht nur den Namen geändert (ehemals Seattle Genetics), sondern nun auch seit einiger Zeit Produkte am Markt. Somit sollte der Kurs der Aktie langsam, aber sicher Fahrt aufnehmen.

Die letzten Zahlen waren zumindest vielversprechend.

-Record Quarterly Sales for Each of ADCETRIS, PADCEV and TUKYSA; Total Net Product Sales of $347.3 Million in 2Q21, an Increase of 44 Percent Over 2Q20-

https://investor.seagen.com/press-releases/news-details/2021…

Einen guten Überblick liefert die aktuelle Q2 Präsentation:

https://s21.q4cdn.com/327105422/files/doc_financials/2021/q2…

Zusammenfassend Q2:

Seagen shares rise after Q2 earnings beat
• Seagen (NASDAQ:SGEN) shares rise more than 2% post market after reporting second- quarter results that beat Wall Street estimates, helped by sales of its PADCEV and TUKYSA treatments.

• In the quarter, PADCEV revenue rose 44% to $82.4M, while TUKYSA brought in $83M, an over five fold increase from last year.

• The company's quarterly revenue rose nearly 40% to $388.5M, beating analysts' estimate by $30.8M.

• Seagen also reiterated its financial guidance for the year: ADCETRIS sales of $675M-$700M vs. $658.6M in FY20; PADCEV sales of $310M-$325M vs. $222.4 in FY20; TUKYSA sales of $300M-$315M vs. $119.6M in FY20; royalty revenues of $125M-$135M vs. $126.7M in FY20.

• Net loss for the second quarter of 2021 was $84.6M, or $0.47/share, compared to net loss of $21.2M, or $0.12/share, for the same period last year.

• As of June 30, 2021, Seagen had $2.5B in cash and investments.

https://seekingalpha.com/news/3721918-seagen-shares-rise-aft…


Vielleicht gibt es ja weitere Investierte oder Interessierte, die einen Austausch zu dieser Aktie suchen.

Wie seht Ihr die weitere Entwicklung?