Evotec 566480, wohin geht die Reise??? (Seite 5380)

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BlackRock Investment Management (UK) Limited Evotec AG DE0005664809 0,54 % 2015-05-22
BlackRock Investment Management (UK) Limited Evotec AG DE0005664809 0,46 % 2013-05-15
BlackRock Investment Management (UK) Limited Evotec AG DE0005664809 0,58 % 2013-05-07
BlackRock Investment Management (UK) Limited Evotec AG DE0005664809 0,60 % 2013-04-10
BlackRock Investment Management (UK) Limited Evotec AG DE0005664809 0,55 % 2013-03-25

und wieder down...

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Antwort auf Beitrag Nr.: 49.851.118 von Santana123 am 26.05.15 18:30:13

na sage ich doch die ganze zeit.....

[Santana123]

the winter is coming..

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Antwort auf Beitrag Nr.: 49.846.183 von archie1974 am 26.05.15 08:56:25

ist ja nix wirklich neues im text.......

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moin,
kleiner netter zock heute.......

[archie1974]

von seekingalpha.com

Upcoming Events: A Dosing Decision For BioMarin, Plus Roche To Get Alzheimer's Data
May 23, 2015 9:54 AM ET | About: BioMarin Pharmaceutical Inc. (BMRN), RHHBY

Welcome to your weekly digest of approaching regulatory and clinical readouts. Data from BioMarin's (NASDAQ:BMRN) Phase II trial of the achondroplasia project BMN 111, expected this month or next, will allow the company to decide whether to test a higher dose.

In a sorely underserved area, positive data - a meaningful change in height or speed of growth - would be a catalyst. Also expected by the mid-year are Phase II data on Roche's RG1577, an Alzheimer's disease product with an unusual pharmacological approach.
Direct action

Achondroplasia, the most common form of dwarfism, arises from a mutation causing constant activity of the fibroblast growth factor receptor 3 gene (FGFR3) which leads to severely shortened bones. The only available pharmacological therapies are versions of human growth hormone. BMN 111 acts differently; the molecule is intended to inhibit FGFR3, acting directly on the pathway that causes the disorder.

The open-label Phase II ACH trial is testing three doses of BMN 111 in 24 patients aged five to 14. The project is administered as a single subcutaneous injection every morning at 2.5µg/kg, 7.5µg/kg or 15µg/kg.

The main focus is safety, but BioMarin will also be looking for signs of efficacy. A 50% increase in growth velocity would be a positive outcome, whereas hypertension or tachycardia would be a bad sign, as would disproportionate growth or an increase in bone fragility.

If no safety alarms are tripped, BioMarin will decide whether to enrol more patients to test another, higher, dose. If a fourth dose is evaluated, it could either be incorporated into the Phase II study or a Phase IIb might be started and rolled into a Phase III trial.

According to EvaluatePharma's consensus data, BMN 111 is forecast to sell $187m in 2020 after a 2017 launch, and has a $567m NPV at a 31% probability. It is by no means BioMarin's biggest growth driver, but success in ACH - particularly efficacy good enough to render a fourth dose unnecessary - should cause the company's shares to jump.
Unusual approach

No brokers are willing to append forecasts to Roche's (OTCQX:RHHBY) RG1577, perhaps because it is a mid-stage asset in one of the more obstinate indications. It has an unusual mechanism of action - monoamine oxidase B inhibition - but given that beta amyloid targeting has been the most common way of approaching Alzheimer's, and not a single of these projects have succeeded, this might not be a bad thing.

MAO-B inhibitors are more usually used in Parkinson's disease and occasionally in depression. Levels of the enzyme are increased in the brains of Alzheimer's patients, though, and the theory is that it produces free radicals, which cause oxidative stress, contributing to the pathogenesis of the condition.

The Phase II Mayflower Road study has recruited 544 patients with moderate to severe Alzheimer's at sites in North America, Europe, Australia and South Korea. It is comparing two doses of RG1577 with placebo over background therapy of Namenda and Aricept, galantamine or rivastigmine.

The primary endpoint is change from baseline on the cognitive behaviour subscale of the Adas-Cog test at 12 months. Secondary outcomes focus on changes on other Alzheimer's scales and adverse event rates.

RH1577 has been around the block in terms of licensing. It was originally licensed from Rocheto Evotec in 2006, and developed as a therapy for quitting smoking; in 2011, Roche bought it back for $10m up front with milestones that could reach $820m plus double-digit royalties.

As Evotec is by far the smaller company, a hit in Phase II could be even better news for it than for its Swiss partner.

Quelle: http://seekingalpha.com/article/3207286-upcoming-events-a-do…

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ich muss noch mal fbo aus der Nachbargemeinden zitieren: " Wenn ich es richtig verstehe, müsste EVO jetzt bei 12 € bewertet sein. d.h. total unterbewertet, oder ? "....ohne worte

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Antwort auf Beitrag Nr.: 49.837.765 von Griever am 23.05.15 18:24:09

das sehe ich auch so,- 5 euro und up....

[Griever]

Antwort auf Beitrag Nr.: 49.836.999 von submersus am 23.05.15 12:20:45

Ich denke die 5 Euro werden schon die nächsten Wochen kein Hindernis mehr darstellen. Ein paar erfolgreich entwickelte Produkte und hier werden wir einen guten Kursanstieg sehen können. Vom Potenzial her ist evotec meiner Meinung nach stark unterbewertet

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tja da freue ich mich doch für die leute die ab handeln können....( werde ich mir doch auch mal einen anderen broker zu legen )