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[posting]62388938[/posting]alles beim alten Griever, sehr positive Präsentation (Generikamarkt USA stabilisiert, Europa wächst), General Kare hat alles im Griff, vor $20 juckt mein Finger nicht mal, habe immer noch alle meine Anteile, Calls habe ich zurückgekauft (war ein Nullsummenspiel), partizipiere also wieder voll am Anstieg, möchte hier nichts verpassen... übrigens Ingrezza von Neurocrine macht annualisiert jetzt schon knapp $1 Mr. Umsatz Link zur Präsentation (Folien): https://s24.q4cdn.com/720828402/files/doc_presentations/2020… hab noch das Transcript von der Präsentation durchgelesen, unten einige interessante Aussagen von Kare sehr positive Grundstimmung Kare: "And what I hope to achieve is that all of you will see and realize that we've actually done the restructuring, that we have the debt and the refinancing in very good shape and that we have a good prospect for future growth." Restrukturierung Kare: "Now, I'm happy to say that we've been able to do this major restructuring while maintaining, you could say, full operational capacity on all our different product lines." Schulden Kare: "Basically, it's ironic that I'm standing here because I don't like that. I don't think companies in the pharmaceuticalspace should have a high leverage. I think that you should sort of probably be down to around 2 times net debt-toEBITDA. We are right now above 5 times." debt-to-EBITDA... sehr schön Kare: "You will see that in the third quarter for the first time, the net debt-to-EBITDA ratio has started to decline and this will of course continue over the next many years..." Generikamarkt USA... schon brutal Kare: "...US generics basically imploded and the value of US generics came down to basically half of what it used to be." Generikapreise USA Kare: "So, all that being said, there's a strong future the way I see it for both traditional generics and biosimilars in the US marketplace, and the pricing has now stabilized this debt spiral to the bottom..." AUSTEDO Kare: "There's probably around 500,000 Americans suffering from tardive dyskinesia. Today, we have around 10,000 patients in total on both Huntington's disease and tardive dyskinesia, so, a huge potential for this product. The guidance we gave for this year was $350 million – or for last year, sorry was $350 million, and we will surely surpass that as we have also indicated earlier on. So a very strong growth driver for the coming years will be AUSTEDO." Wachstum Kare: "So, all in all, I'm predicting that the growth from AUSTEDO and AJOVY combined will now, in the coming years,be higher than the decline from COPAXONE, all leading to good future growth prospects for our top line." und zum Schluss das Beste Kare: "So we're expecting to see low revenue growth in 2020 and then, of course higher once we get into the future ..." und noch viele interessante Sachen mehr die Kare gesagt hat zu Biosimilars, zum Generikamarkt in Europa, zum zukünftiges Wachstum in China, AJOVY etc. Link zum Presentation Transcript: https://s24.q4cdn.com/720828402/files/doc_presentations/2020… und dann gabs noch eine Fragerunde (habe nicht alles gelesen), hier wurden untere anderem natürlich auch Fragen zu den Klagen gestellt eine interessante Aussage von Kare bezüglich Klagen: "There is kind of a deadline coming up because it would be advantageous for everybody to get the actual settlement done before the next state trial, which is a trial in New York mid-March. So, like I said, I'm cautiously optimistic that we'll find away to get the actual signing done before that, but it remains to be seen." und noch vieles interessantes mehr zu lesen hier: Q&A Transcript: https://s24.q4cdn.com/720828402/files/doc_presentations/2020… |
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| aus der Diskussion: | Teva |
| Autor (Datum des Eintrages): | paul81 (16.01.20 11:09:30) |
| Beitrag: | 3,923 von 5,556 (ID:62391536) |
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