Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 899)
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Antwort auf Beitrag Nr.: 60.009.740 von Popeye82 am 03.03.19 18:22:40Paar Eurer Kisten Hier machen Einen ganz Guten Ersten Eindruck.
hoffentlich kommen wir noch um die nächste Kurve und schaffen es bis an die Tanke.
hoffentlich kommen wir noch um die nächste Kurve und schaffen es bis an die Tanke.
Antwort auf Beitrag Nr.: 59.977.147 von flying.kangaroo am 27.02.19 15:25:27SENS+CVRS sagen Mir auch bisschen Was.
Paar Eurer Kisten Hier machen Einen ganz Guten Ersten Eindruck.
Paar Eurer Kisten Hier machen Einen ganz Guten Ersten Eindruck.
Antwort auf Beitrag Nr.: 60.008.624 von linkshaender am 03.03.19 14:30:15Incyte Pharmaceuticals:
In 2017 viel in den Medien und ziemlicher Hype um eine eventuelle Übernahme durch Gilead - seither korrigiert sie.
Im April 2018 ließen enttäuschende Studienergebnisse zu Epacadostat in Kombination mit dem Immuntherapeutikum Keytruda die Aktie weiter abstürzen.
Ist aktuell im BB Biotech Portfolio zweitgrößte Position mit 7,8%.
Immer mal auf der WL - aber nie gekauft.
Aus BB Biotech:
Der Schwerpunkt von Incyte liegt auf hämatologischen und entzündlichen Erkrankungen sowie Krebs. Das Produkt im Markt ist Jakafi, ein oraler JAK-2-Hemmer, der die Zulassung zur Behandlung von Patienten mit Myelofibrose (MF) und Polycythaemia vera (PV) in den Jahren 2011 bzw. 2014 erhalten hat. Wir schätzen das Marktpotenzial für MF und PV in den USA und Europa auf mehr als USD 3 Mrd. Auch die Phase-III-Studien zu Graft-versus- Host-Disease (GvHD) laufen weiter und könnten Incyte im Falle einer Zulassung im Jahr 2019 einen zusätzlichen Umsatz von über USD 500 Mio. bescheren. Im November 2009 hat Novartis die ehemaligen US-Rechte an Jakafi lizenziert. Der JAK-2-Hemmer Baracitinib der zweiten Generation hat in mehreren Phase-III-Studien für rheumatoide Arthritis positive Ergebnisse gezeigt und das Medikament mit Handelsnamen Olumiant wurde im Jahr 2018 zugelassen. Incyte erhält Lizenzgebühren von seinem Partner Eli Lilly. Darüber hinaus werden weitere Fortschritte bei anderen Krebsmitteln in der Pipeline wie dem FGFR-Inhibitor zur Behandlung des Cholangiokarzinoms und Blasenkrebs und dem c-MET-Inhibitor bei Lungenkrebs erzielt.
In 2017 viel in den Medien und ziemlicher Hype um eine eventuelle Übernahme durch Gilead - seither korrigiert sie.
Im April 2018 ließen enttäuschende Studienergebnisse zu Epacadostat in Kombination mit dem Immuntherapeutikum Keytruda die Aktie weiter abstürzen.
Ist aktuell im BB Biotech Portfolio zweitgrößte Position mit 7,8%.
Immer mal auf der WL - aber nie gekauft.
Aus BB Biotech:
Der Schwerpunkt von Incyte liegt auf hämatologischen und entzündlichen Erkrankungen sowie Krebs. Das Produkt im Markt ist Jakafi, ein oraler JAK-2-Hemmer, der die Zulassung zur Behandlung von Patienten mit Myelofibrose (MF) und Polycythaemia vera (PV) in den Jahren 2011 bzw. 2014 erhalten hat. Wir schätzen das Marktpotenzial für MF und PV in den USA und Europa auf mehr als USD 3 Mrd. Auch die Phase-III-Studien zu Graft-versus- Host-Disease (GvHD) laufen weiter und könnten Incyte im Falle einer Zulassung im Jahr 2019 einen zusätzlichen Umsatz von über USD 500 Mio. bescheren. Im November 2009 hat Novartis die ehemaligen US-Rechte an Jakafi lizenziert. Der JAK-2-Hemmer Baracitinib der zweiten Generation hat in mehreren Phase-III-Studien für rheumatoide Arthritis positive Ergebnisse gezeigt und das Medikament mit Handelsnamen Olumiant wurde im Jahr 2018 zugelassen. Incyte erhält Lizenzgebühren von seinem Partner Eli Lilly. Darüber hinaus werden weitere Fortschritte bei anderen Krebsmitteln in der Pipeline wie dem FGFR-Inhibitor zur Behandlung des Cholangiokarzinoms und Blasenkrebs und dem c-MET-Inhibitor bei Lungenkrebs erzielt.
Antwort auf Beitrag Nr.: 59.981.857 von flying.kangaroo am 28.02.19 02:22:05zu Veloxis:
Für 2019 wird ein Umsatz von $58–68 Mio erwartet - finde ich sehr sehr konservativ (dürfte noch ein Upgrade dieses Jahr geben).
hier mal der ganze Ausblick - man wird 2019 in die Gewinnzone kommen - und auch finde die Umstzschätzungen sehr konservativ. Sehr positiv ist dies hier: "84% of Envarsus conversions came from generics"
OUTLOOK
Veloxis Pharmaceuticals anticipates 2019 total revenues to be in the range of USD 58–68 million and 2019 operating income before accounting for stock compensa-tion to be in the range of USD 4–10 million. Our outlook for 2018 as disclosed in our June 30, 2018 quarterly report anticipated revenues to be in the range of USD 36–42 million and operating loss before stock compensation to be in the range of USD 2–6 million. Actual revenues for 2018 were USD 39 million, and actual operating loss before accounting for stock compensation was USD 2 million.The Company’s Board of Directors and Executive Management have reviewed the Company’s financial projections, taking into account matters such as the progress of Envarsus in the US and European markets, the ongoing expenses associated with sales, marketing, product support, development and the administration of the Company. On that basis, the Board of Directors and Executive Management have come to the conclusion that the Company’s funding arrangements are sufficient to meet its funding requirement through the period until cash flows generated by its operations are sufficient to cover its expenses and payment of the Athyrium note.
Für 2019 wird ein Umsatz von $58–68 Mio erwartet - finde ich sehr sehr konservativ (dürfte noch ein Upgrade dieses Jahr geben).
hier mal der ganze Ausblick - man wird 2019 in die Gewinnzone kommen - und auch finde die Umstzschätzungen sehr konservativ. Sehr positiv ist dies hier: "84% of Envarsus conversions came from generics"
OUTLOOK
Veloxis Pharmaceuticals anticipates 2019 total revenues to be in the range of USD 58–68 million and 2019 operating income before accounting for stock compensa-tion to be in the range of USD 4–10 million. Our outlook for 2018 as disclosed in our June 30, 2018 quarterly report anticipated revenues to be in the range of USD 36–42 million and operating loss before stock compensation to be in the range of USD 2–6 million. Actual revenues for 2018 were USD 39 million, and actual operating loss before accounting for stock compensation was USD 2 million.The Company’s Board of Directors and Executive Management have reviewed the Company’s financial projections, taking into account matters such as the progress of Envarsus in the US and European markets, the ongoing expenses associated with sales, marketing, product support, development and the administration of the Company. On that basis, the Board of Directors and Executive Management have come to the conclusion that the Company’s funding arrangements are sufficient to meet its funding requirement through the period until cash flows generated by its operations are sufficient to cover its expenses and payment of the Athyrium note.
Antwort auf Beitrag Nr.: 60.008.408 von linkshaender am 03.03.19 13:47:49nochmal zu NTVA - immer interessant den cc zu lesen - hier mal einer kurz und knackig.
https://seekingalpha.com/article/4242294-invitae-nvta-ceo-se…
zu ausblick:
+++
Collections early in the year will be lowers as our Medicare rates have reset down 10%. And our expenses will go up early in the year since annual costs on big ticket items occur in the first quarter. Additionally, our personnel costs will increase. The full effect of bringing on employees late last year and early this year in sales and R&D to hit our aggressive volume and revenue growth goals will impact the first quarter
Our 2019 guidance is more than 500,000 samples expected for the year, generating revenue of more than $220 million. As is our practice, we guide to what is within our line of sight. However, as we introduce new products, it's hard to predict how quickly volume will grow and reimbursement will flow. This guidance does anticipate a mix exchange, which includes an increase in reproductive testing volume as well as modest volumes from our new patient initiated testing channel.
Anmerkung: spricht dafür Q1 abzuwarten und von den Enttäuschten einzusammeln.
CEO: 2 und 4 Q stärker, v.a. das 4te.
zusätzlich upside wäre eine stärkere übernahme durch medicare:
+++
As many of you may have heard, the coverage group at CMS indicated in early January that it interprets the foundation medicine NCD, as limiting Medicare reimbursement of germline cancer testing to late stage cancer patients. Leading patient advocacy groups, professional societies, and industry groups, including Invitae have expressed the view that this is a mistake. We're optimistic that this will be resolved in a way that reflects the contribution of germline testing to cancer patients among the Medicare population.
an grundsätzlichem Optimismus herrscht jedenfalls kein Mangel :
In challenging the traditional approaches of high price niche market testing, we have demonstrated that we can rapidly gain share, take advantage of a price elasticity to grow the market, and most importantly, increase the number of patients that will have genetic information put to use for their benefit. We've demonstrated our ability to drive the company toward profitability, dramatically reducing burn by managing volume, revenue, COGS, and OpEx, and while the trajectory of the business is more than compelling, we are truly just scratching the surface in terms of our long-term growth potential. We fully intend to reach 1 million people in 2020 alone, and one day, billions of people on the planet.
https://seekingalpha.com/article/4242294-invitae-nvta-ceo-se…
zu ausblick:
+++
Collections early in the year will be lowers as our Medicare rates have reset down 10%. And our expenses will go up early in the year since annual costs on big ticket items occur in the first quarter. Additionally, our personnel costs will increase. The full effect of bringing on employees late last year and early this year in sales and R&D to hit our aggressive volume and revenue growth goals will impact the first quarter
Our 2019 guidance is more than 500,000 samples expected for the year, generating revenue of more than $220 million. As is our practice, we guide to what is within our line of sight. However, as we introduce new products, it's hard to predict how quickly volume will grow and reimbursement will flow. This guidance does anticipate a mix exchange, which includes an increase in reproductive testing volume as well as modest volumes from our new patient initiated testing channel.
Anmerkung: spricht dafür Q1 abzuwarten und von den Enttäuschten einzusammeln.
CEO: 2 und 4 Q stärker, v.a. das 4te.
zusätzlich upside wäre eine stärkere übernahme durch medicare:
+++
As many of you may have heard, the coverage group at CMS indicated in early January that it interprets the foundation medicine NCD, as limiting Medicare reimbursement of germline cancer testing to late stage cancer patients. Leading patient advocacy groups, professional societies, and industry groups, including Invitae have expressed the view that this is a mistake. We're optimistic that this will be resolved in a way that reflects the contribution of germline testing to cancer patients among the Medicare population.
an grundsätzlichem Optimismus herrscht jedenfalls kein Mangel
:In challenging the traditional approaches of high price niche market testing, we have demonstrated that we can rapidly gain share, take advantage of a price elasticity to grow the market, and most importantly, increase the number of patients that will have genetic information put to use for their benefit. We've demonstrated our ability to drive the company toward profitability, dramatically reducing burn by managing volume, revenue, COGS, and OpEx, and while the trajectory of the business is more than compelling, we are truly just scratching the surface in terms of our long-term growth potential. We fully intend to reach 1 million people in 2020 alone, and one day, billions of people on the planet.
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Antwort auf Beitrag Nr.: 60.008.624 von linkshaender am 03.03.19 14:30:15Ich will auch auf die anderen 3 Firmen einen Blick werfen. .. oder sind die Dir schon bekannt?
alle drei mal überflogen, keine näheren Kenntnisse - freu mich, wenn du etwas einstellst!
alle drei mal überflogen, keine näheren Kenntnisse - freu mich, wenn du etwas einstellst!
Antwort auf Beitrag Nr.: 60.008.537 von clearasil am 03.03.19 14:09:46Ich habe noch ein Interview mit Todd Campbell vom Motley Fool gefunden, wo er sich auch dazu äußert:
https://finance.yahoo.com/news/4-disruptive-healthcare-stock…
Interessant daraus finde ich die Passage zur Historie:
One of the other things that attracted me to this company was the fact that this is a spinoff from Genomic Health . It got spun off in about 2012. Its cofounder and executive chairman is Randy Scott. Prior to founding Invitae, Randy was the cofounder of Genomic Health. He was also the founder of a company called Incyte . For listeners who may not be aware of it, Genomic Health has become one of the largest players in genetics. Their market cap is about $3 billion. Incyte has become a massive drug developer. Their market cap is about $17 billion. I like these been-there-done-that kind of leaders. With Randy Scott having been there and done that, that gives me a little additional confidence. He owns about 6.5% of Invitae shares.
bzw. zur Kooperation:
There's a lot to like about this company. I also like that they're not just focused on the consumer side, but also partnering with biopharmaceutical companies. They've got a partnership with Sarepta Therapeutics , a company we've talked about a lot on the show. They announced they were expanding that partnership in May or June of last year. You can see how they can grow the consumer side and also grow with the biopharmaceutical side, as well. A lot to like.
Ich will auch auf die anderen 3 Firmen einen Blick werfen. .. oder sind die Dir schon bekannt?
https://finance.yahoo.com/news/4-disruptive-healthcare-stock…
Interessant daraus finde ich die Passage zur Historie:
One of the other things that attracted me to this company was the fact that this is a spinoff from Genomic Health . It got spun off in about 2012. Its cofounder and executive chairman is Randy Scott. Prior to founding Invitae, Randy was the cofounder of Genomic Health. He was also the founder of a company called Incyte . For listeners who may not be aware of it, Genomic Health has become one of the largest players in genetics. Their market cap is about $3 billion. Incyte has become a massive drug developer. Their market cap is about $17 billion. I like these been-there-done-that kind of leaders. With Randy Scott having been there and done that, that gives me a little additional confidence. He owns about 6.5% of Invitae shares.
bzw. zur Kooperation:
There's a lot to like about this company. I also like that they're not just focused on the consumer side, but also partnering with biopharmaceutical companies. They've got a partnership with Sarepta Therapeutics , a company we've talked about a lot on the show. They announced they were expanding that partnership in May or June of last year. You can see how they can grow the consumer side and also grow with the biopharmaceutical side, as well. A lot to like.
Ich will auch auf die anderen 3 Firmen einen Blick werfen. .. oder sind die Dir schon bekannt?
Antwort auf Beitrag Nr.: 60.008.408 von linkshaender am 03.03.19 13:47:49Auszüge aus dem seek.a.artikel:
+++
Invitae has become my proxy for the fast growing genetic testing space, which is expected to grow some 150% over the next five to six years into a $10 billion annual market.
+++
In 2019, Invitae projects it will process 500,000 samples (up from 303,000 in 2018) and post revenue of $220 million.
+++
The company ended 2018 with just over $130 million in cash and marketable securities. Cash burn was $17 million for the fourth quarter and just under $97 million for 2018.
+++
The company traditionally sets conservative forward guidance. Its revised upward guidance in mid-2018 called for 283,000 samples to be processed in FY2018. Invitae ended up processing 303,000 samples with the corresponding positive impacts on revenue. My guesstimate for FY2019 sales is in the $230 million to $250 million range, above the company's forecast of $220 million.
+++
In order for the company to achieve positive cash flow in FY2020, I would like to see quarterly cash burn shrink to $5 million to $10 million or better by the fourth quarter of 2019.
ich schließe mich Oppenheimer an:
We view the investment as necessary to sustain top-line growth (and our above-consensus 2019 revenue forecast) and would be buyers on NVTA shares on any weakness. We are revising our 2019 operating expense outlook - EPS goes to ($1.77) from ($1.53)—based on higher selling expense. We continue to believe the trajectory for adoption of NIPS and patient-initiated hereditary cancer testing could drive upside to 2019 sales consensus.
+++
Invitae has become my proxy for the fast growing genetic testing space, which is expected to grow some 150% over the next five to six years into a $10 billion annual market.
+++
In 2019, Invitae projects it will process 500,000 samples (up from 303,000 in 2018) and post revenue of $220 million.
+++
The company ended 2018 with just over $130 million in cash and marketable securities. Cash burn was $17 million for the fourth quarter and just under $97 million for 2018.
+++
The company traditionally sets conservative forward guidance. Its revised upward guidance in mid-2018 called for 283,000 samples to be processed in FY2018. Invitae ended up processing 303,000 samples with the corresponding positive impacts on revenue. My guesstimate for FY2019 sales is in the $230 million to $250 million range, above the company's forecast of $220 million.
+++
In order for the company to achieve positive cash flow in FY2020, I would like to see quarterly cash burn shrink to $5 million to $10 million or better by the fourth quarter of 2019.
ich schließe mich Oppenheimer an:
We view the investment as necessary to sustain top-line growth (and our above-consensus 2019 revenue forecast) and would be buyers on NVTA shares on any weakness. We are revising our 2019 operating expense outlook - EPS goes to ($1.77) from ($1.53)—based on higher selling expense. We continue to believe the trajectory for adoption of NIPS and patient-initiated hereditary cancer testing could drive upside to 2019 sales consensus.
Antwort auf Beitrag Nr.: 60.008.408 von linkshaender am 03.03.19 13:47:49@linkshänder - darfst hier auch gerne was vorstellen - freuen sich sicher auch andere! danke für deine links!
greets cleara
greets cleara
Antwort auf Beitrag Nr.: 60.008.156 von clearasil am 03.03.19 12:47:57Schön, dass Du die Firma hier vorstellst. Ich bin durch einen MF-Artikel Anfang Februar darauf gestoßen und mir dann auch eine Anfangsposition ins Depot gelegt.
https://www.nasdaq.com/article/3-top-stocks-that-arent-on-wa…
Es gibt auch einen Thread dazu:
https://www.wallstreet-online.de/diskussion/1282053-1-10/inv…
Dort habe ich auch eine SA-Analyse zu NVTA verlinkt:
https://seekingalpha.com/article/4242900-invitae-continues-r…
https://www.nasdaq.com/article/3-top-stocks-that-arent-on-wa…
Es gibt auch einen Thread dazu:
https://www.wallstreet-online.de/diskussion/1282053-1-10/inv…
Dort habe ich auch eine SA-Analyse zu NVTA verlinkt:
https://seekingalpha.com/article/4242900-invitae-continues-r…
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