Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 928)

[g3koot]

Antwort auf Beitrag Nr.: 59.344.075 von clearasil am 02.12.18 12:40:16

Nutanix ist bereits in meinem kleinen Tech Depot
Bin selber aus der Branche und setzte daher auf einige spezielle Werte wie:

Tech:
Arista
tradedesk
Facebook
Tencent
Softbank
Nutanix
alteryx

[Rugier]

Antwort auf Beitrag Nr.: 59.344.075 von clearasil am 02.12.18 12:40:16

interessant wäre hierzu eine Meinung von oberkassel und investival ...

Im Timburg Thread wurde Nutanix unter anderem schon von Investival thematisiert.

[Simonswald]

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nach KUV vermutlich zu den teureren Aktien des Kurszettels.

Und ja: gute Unternehmen haben begründet hohe KUVs. Sie rechtfertigen einen KUV-Aufschlag gegenüber dem Durchschnitt. Das Problem ist nur, dass der Markt meist einen zu hohen Aufschlag zubilligt, der in der Folgezeit abgeschmolzen wird, sodass (späte) Investoren paradoxerweise mit guten Unternehmen sogar weniger verdienen als mit Durchschnittsunternehmen.




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VEEV, TTD, BEAT sind aus gutem Grund stark.


Dachte ich vorhin auch als ich das schrieb. Das anzunehmen hiesse aber, dass Momentum eigentlich immer funktionieren müsste, momentumstarke Aktien sind meistens begründet stark. Und das tat es ja nicht.




***

dein Lieblingsinternetkaufhaus.

dütsche-sache-saichbillig.ch

teures-guenstig.de

bedbathandbeyond.com

[clearasil]

Antwort auf Beitrag Nr.: 59.344.373 von Simonswald am 02.12.18 13:56:36

Das würde Momentum weniger attraktiv machen.

du vermengst da immer Dinge, Ideologien und Realitäten - VEEV, TTD, BEAT sind aus gutem Grund stark.

wie dein Lieblingsinternetkaufhaus.

[Simonswald]

***
stark: z.B TTD, VEEV, BEAT, d

Ja, all-time-highs schau ich mir auch an, insbesondere Branchenhäufungen dabei. Am Freitag nur 45 ATHs in den USA.

Andererseits bin ich unsicher ob Momemtumstrategie in der nächsten Börsenphase weiter funktioniert. Ähnlich wie für Value gibt es halt immer auch Phasen, in denen Momentum nicht funktioniert. wobei beide Strategien eher komplementär sind. Funktioniert die eine nicht, funktioniert die andere und umgekehrt.

Es gibt zumindest erste Anzeichen, dass Value in nächster Zeit wieder besser funktioniert. Das würde Momentum weniger attraktiv machen.




***
NTNX trades at a 7.0x multiple, still below the current peer group average of nearly 10.0x,

Atemberaubende Umsatzreihen, aber in der Mehrzahl EPS-negativ.
Ausserdem gehören sie nach KUV vermutlich zu den teureren Aktien des Kurszettels. Und enthalten darum ein Underperformance.-Risiko.
Auch früher gab es KUV-teure Aktien (in den 1920ern waren es vielleicht Eisenbahngesellschaften, in den 1960ern vielleicht Kunststoffaktien), historisch waren sie im Durchschnitt Underperformer.

[clearasil]

U.S., China agree trade war ceasefire after Trump, Xi summit

Reuters•December 2, 2018

By Roberta Rampton and Michael Martina

BUENOS AIRES (Reuters) - China and the United States agreed to a ceasefire in their bitter trade war on Saturday after high-stakes talks in Argentina between U.S. President Donald Trump and Chinese President Xi Jinping, including no escalated tariffs on Jan. 1.

Trump will leave tariffs on $200 billion worth of Chinese imports at 10 percent at the beginning of the new year, agreeing to not raise them to 25 percent "at this time", the White House said in a statement.

"China will agree to purchase a not yet agreed upon, but very substantial, amount of agricultural, energy, industrial, and other product from the United States to reduce the trade imbalance between our two countries," it said.

"China has agreed to start purchasing agricultural product from our farmers immediately."

The two leaders also agreed to immediately start talks on structural changes with respect to forced technology transfers, intellectual property protection, non-tariff barriers, cyber intrusions and cyber theft, services and agriculture, the White House said.

Both countries agreed they will try to have this "transaction" completed within the next 90 days, but if this does not happen then the 10 percent tariffs will be raised to 25 percent, it added.

The Chinese government's top diplomat, State Councillor Wang Yi, said the negotiations were conducted in a "friendly and candid atmosphere".

"The two presidents agreed that the two sides can and must get bilateral relations right," Wang told reporters, adding they agreed to further exchanges at appropriate times.

"Discussion on economic and trade issues was very positive and constructive. The two heads of state reached consensus to halt the mutual increase of new tariffs," Wang said.

"China is willing to increase imports in accordance with the needs of its domestic market and the people's needs, including marketable products from the United States, to gradually ease the imbalance in two-way trade."

"The two sides agreed to mutually open their markets, and as China advances a new round of reforms, the United States' legitimate concerns can be progressively resolved."

The two sides would "step up negotiations" toward full elimination of all additional tariffs, Wang said.

The announcements came after Trump and Xi sat down with their aides for a working dinner at the end of a two-day gathering of world leaders in Buenos Aires, their dispute having unnerved global financial markets and weighed on the world economy.

After the 2-1/2 hour meeting, White House chief economist Larry Kudlow told reporters the talks went "very well," but offered no specifics as he boarded Air Force One headed home to Washington with Trump.

China's goal was to persuade Trump to abandon plans to raise tariffs on $200 billion of Chinese goods to 25 percent in January, from 10 percent at present. Trump had threatened to do that, and possibly add tariffs on $267 billion of imports, if there was no progress in the talks.

With the United States and China clashing over commerce, financial markets will take their lead from the results of the talks, widely seen as the most important meeting of U.S. and Chinese leaders in years.

The encounter came shortly after the Group of 20 industrialized nations backed an overhaul of the World Trade Organization (WTO), which regulates international trade disputes, marking a victory for Trump, a sharp critic of the organization.

Trump told Xi at the start of their meeting he hoped they would achieve "something great" on trade for both countries. He struck a positive note as he sat across from Xi, despite the U.S. president's earlier threats to impose new tariffs on Chinese imports as early as the next year.

He suggested that the "incredible relationship" he and Xi had established would be "the very primary reason" they could make progress on trade.

Xi told Trump that only through cooperation could the United States and China serve the interest of peace and prosperity. Washington and Beijing have also increasingly been at odds over security in the Asia-Pacific region.

At the same time, Trump again raised with Xi his concern about the synthetic opioid fentanyl being sent from China to the United States, urging the Chinese leader to place it in a "restricted category" of drugs that would criminalize it.

[clearasil]

Antwort auf Beitrag Nr.: 59.344.123 von clearasil am 02.12.18 12:51:19

ABBV - werde ich auch noch holen. Sehr schön angesprungen:

AbbVie : Presents New Data from Phase 3 MURANO Trial of VENCLEXTA®/VENCLYXTO® (venetoclax) in Combination with Rituximab in Patients with Relapsed/Refractory Chronic Lymphocytic Leukemia Who Completed the Fixed Treatment Course
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0
12/01/2018 | 06:02pm EST

NORTH CHICAGO, Ill., Dec. 1, 2018/PRNewswire/ -- AbbVie (NYSE: ABBV), a research-based global biopharmaceutical company today presented updated data from the pivotal Phase 3 MURANO trial of venetoclax (VENCLEXTA® or VENCLYXTO®) in combination with rituximab (VenR). The results at median follow-up of 36 months demonstrated that the majority of patients with relapsed/refractory chronic lymphocytic leukemia (R/R CLL), treated with VenR, did not experience disease progression or death (PFS; the time on treatment without disease progression or death2) after all patients completed the fixed duration of therapy and stopped treatment, compared to patients treated with a standard of care regimen of bendamustine plus rituximab (BR).1 The estimated PFS rate at 36 months was 71.4 percent (95% confidence interval [CI]: 0.64, 0.78) for patients treated with VenR compared with 15.2 percent (95% CI: 0.09, 0.21) for patients who completed treatment with a standard of care combination of BR (hazard ratio [HR]: 0.16; 95% CI: 0.12, 0.23).1 The data were presented today during the 60th American Society of Hematology (ASH) Annual Meeting & Exposition.

Of the 130 patients who completed the two-year treatment course of venetoclax and remained off therapy for a median of 9.9 months (range: 1.4 to 22.5), six- and 12-month PFS estimates were 92 percent (95% CI: 0.87, 0.96) and 87 percent (95% CI: 0.81, 0.93), respectively.1 At the time of analysis, the overall survival (OS) benefit estimated at three years was approximately 10 percent higher in the VenR arm (87.9 percent) than in the BR arm (79.5 percent) (HR: 0.50; 95% CI: 0.30, 0.85).1

'There is a need for a chemo-free option with a fixed treatment duration that can potentially provide prolonged progression-free survival, along with minimal residual disease negativity, in patients with relapsed or refractory chronic lymphocytic leukemia,' said Prof. John Seymour, MBBS, Ph.D., lead investigator of the MURANO trial and Director of the Department of Hematology at the Peter MacCallum Cancer Centre & Royal Melbourne Hospital in Australia. 'The results of this analysis showed that a high proportion of patients with relapsed or refractory chronic lymphocytic leukemia who were treated with venetoclax in combination with rituximab maintained minimal residual disease negativity and progression-free survival well after completing the fixed treatment duration.'

[clearasil]

Antwort auf Beitrag Nr.: 59.344.123 von clearasil am 02.12.18 12:51:19

AbbVie : Galapagos and AbbVie restructure CF collaboration
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0
10/25/2018 | 08:46am EST

(GlobeNewswire) - Mechelen, Belgium, Chicago, US; 24 October 2018; 22.02 CET; regulated information - GalapagosNV (Euronext & NASDAQ: GLPG) and AbbVie, Inc (NYSE: ABBV) announce a restructuring of their cystic fibrosis (CF) alliance; AbbVie takes over all programs in CF and continues the development of a triple combination therapy for CF.

AbbVie will obtain exclusive worldwide rights to the current CF investigational drug candidate portfolio developed by the two companies in the course of the collaboration. The portfolio includes all potentiator and corrector candidates. AbbVie will be responsible for all future activities and will bear all costs associated with this portfolio in CF going forward.

Galapagos will receive an upfront payment of $45 million from AbbVie. Galapagos will be eligible to receive up to $200 million in additional milestone payments from AbbVie pending completion of certain development, regulatory, and commercial achievements in CF by AbbVie. In the event AbbVie receives regulatory approval and realizes commercial sales in CF, Galapagos is further eligible to receive royalties ranging from single digit to low teens. AbbVie further agrees to pay Galapagos tiered single digit royalties of global commercial sales, if approved, from these candidates achieved in indications outside of CF.

Galapagos retains exclusive global commercial rights to develop GLPG2737, a candidate C2 corrector, in all indications outside of CF. AbbVie is eligible for future milestone payments and tiered single digit royalties on future global commercial sales, if approved, in indications outside CF. "We are very pleased with the outcome of our discussions with AbbVie regarding the future of the CF portfolio. We believe that AbbVie is well-equipped to further develop this CF portfolio and to come up with a competitive triple combination product for CF patients," said Onno van de Stolpe, CEO of Galapagos. "Galapagos` strength is new mode of action programs. Our pipeline is robust, and we will continue to focus our resources on these innovative programs."

[clearasil]

[clearasil]

Antwort auf Beitrag Nr.: 59.344.096 von clearasil am 02.12.18 12:46:26

Galapagos NV (Euronext & NASDAQ: GLPG) announced today that the FDA has granted GLPG1972/S201086 Fast Track designation for the treatment of patients with osteoarthritis (OA).

The US Food and Drug Administration`s (FDA`s) Fast Track program is designed to facilitate the development and expedite the review of drugs that treat serious or life-threatening diseases or conditions and that demonstrate the potential to address unmet medical needs. Drugs that receive this designation are eligible for more frequent interactions with the FDA and are potentially eligible for priority review and rolling review of a New Drug Application (NDA). The purpose of this FDA program is to get important new drugs to patients earlier.

Galapagos is developing investigational molecule GLPG1972/S201086 with the potential to become a first-in-class disease-modifying osteoarthritis drug (DMOAD) as part of a collaboration with Servier[1] signed in 2010. Galapagos has full US commercial rights to GLPG1972/S201086, with Servier retaining the ex-US rights. Under the terms of the agreement, Galapagos is also eligible to receive development, regulatory and other milestone payments plus royalties upon commercialization outside the US. In June 2018, Galapagos and Servier announced the start of the global 52-week ROCCELLA Phase 2 trial with GLPG1972/S201086 in knee osteoarthritis patients.

"The Fast Track designation by the FDA is a recognition of the high unmet medical need in OA, and the potential of GLPG1972/S201086 as a new treatment option," said Dr. Walid Abi-Saab, CMO of Galapagos. "Together with our collaboration partner Servier, we look forward to accelerating the development of GLPG1972/S201086 as a potential first disease-modifying osteoarthritis drug."