Evotec 566480, wohin geht die Reise??? (Seite 6539)
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ID: 1.104.790
ID: 1.104.790
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ISIN: DE0005664809 · WKN: 566480 · Symbol: EVT
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Beitrag zu dieser Diskussion schreiben
danke Leute, für die Aufklärung in Bezug der Dividendenfrage. Ich denke, dass allein das Gerücht um die Dividendenfrage dem Kurs einen Schub verliehen hat.
andere Meinung?
@hubidoc: ich habe 2 BMs an Dich geschrieben . Teil mit bitte mit, ob du die Nachrichten vom 6. und 17. Oktober nicht erhalten hast?
Danke
Liebe Grüße
Marmolata
andere Meinung?
@hubidoc: ich habe 2 BMs an Dich geschrieben . Teil mit bitte mit, ob du die Nachrichten vom 6. und 17. Oktober nicht erhalten hast?
Danke
Liebe Grüße
Marmolata
Antwort auf Beitrag Nr.: 42.418.453 von Marmolata am 30.11.11 12:21:18Kurzes Fazit, weil zur Dividende auch schon so vieles gesagt wurde.
Die nächsten 2-3 Jahre wird es sicher keine Dividende geben, aber Lanthaler wird diese Diskussion zu gegebener Zeit führen.
Ich denke, dass Fragen zur Dividende bei Analysten/Kommentatoren quasi Standard sind, sobald ein Unternehmen Gewinne erzielt u. absehbar ist, dass diese kontinuierlich kommen u. auch steigen werden.
Die nächsten 2-3 Jahre wird es sicher keine Dividende geben, aber Lanthaler wird diese Diskussion zu gegebener Zeit führen.
Ich denke, dass Fragen zur Dividende bei Analysten/Kommentatoren quasi Standard sind, sobald ein Unternehmen Gewinne erzielt u. absehbar ist, dass diese kontinuierlich kommen u. auch steigen werden.
ich,voll und ganz
Antwort auf Beitrag Nr.: 42.418.453 von Marmolata am 30.11.11 12:21:18herr lanthaler wurde im interview dazu befragt was man mit dem ganzen cash machen wolle, ob da eine dividendenzahlung eingeplant wäre und herr lanthalers antwort darauf war einfach nur man werde sich darüber mit den aktionären austauschen in wie weit man was mit dem cash so anstellt.
allein das er dieser frage nicht ausgewichen ist nehmen viele dieses als ansatzpunkt.
nicht mehr und nicht weniger.
allein das er dieser frage nicht ausgewichen ist nehmen viele dieses als ansatzpunkt.
nicht mehr und nicht weniger.
morgen 2,8?
na das sieht heute doch mal gut aus!
Antwort auf Beitrag Nr.: 42.415.202 von evotecci am 29.11.11 18:30:20@evotecci, leider habe ich wegen einer Hörschädigung nichts von dem Interview mitbekommen. Hier läuft z. zt. ein Gerücht um, wegen Dividendenzahlung mit Gegenargumenten, dass dies vorläufig nicht vorgesehen ist bzw. Rücksprachen mit Aktionären, z. Mitbestimmung, was mit Cash geschehen soll. Wie ist das jetzt alles zu verstehen?
Danke für Aufklärung
Liebe Grüße
Marmolata
PS.: ich wende mich an Dich, da ich von Dir bislang am besten und am verständlichsten informiert wurde.
Danke für Aufklärung
Liebe Grüße
Marmolata
PS.: ich wende mich an Dich, da ich von Dir bislang am besten und am verständlichsten informiert wurde.
Antwort auf Beitrag Nr.: 42.414.134 von Ackergaul am 29.11.11 15:26:27Super Link...danke!
Dieser Beitrag zeigt mMn sehr deutlich eines auf:
Die Daten sind sicher nicht überragend, da es aber für diese Typ 1 Diabetes Patienten keine anderen verfügbaren Medikamente als Insulin gibt, wäre es schon ein grosser Fortschritt bei der Behandlung!
Es gibt derzeit auf längere Sicht keine Konkurrenz für DiaPep, aber das Medikament muss die gezeigten Daten noch in der 2. Phase 3 bestätigen.
Dieser Beitrag zeigt mMn sehr deutlich eines auf:
Die Daten sind sicher nicht überragend, da es aber für diese Typ 1 Diabetes Patienten keine anderen verfügbaren Medikamente als Insulin gibt, wäre es schon ein grosser Fortschritt bei der Behandlung!
Es gibt derzeit auf längere Sicht keine Konkurrenz für DiaPep, aber das Medikament muss die gezeigten Daten noch in der 2. Phase 3 bestätigen.
mal ein Blog Beitrag mit dem die DiaPep Ergebnisse besser zu bewerten sind:
http://cureresearch4type1diabetes.blogspot.com/2011/11/andro…
Sunday, November 27, 2011
Andromeda's DiaPep277 Succeeds In Phase-III Trial
... but what does that mean?
Good News First
This was a big (450+ people) study, and phase-III, so late in the processes of commercialization. The treatment was DiaPep277, which is a peptide (a short protein) which is related to a naturally occurring protein called "heat shock protein 60" or hsp60. The treatment is one under-skin injection every 3 months. People were followed for 2 years. The study was blind, random assignment; half got the treatment, half the placebo.
DiaPep277 works by increasing the activity of regulatory T cells (especially Th2 cells), which serve to control the autoimmune attack on beta cells in the pancreas. Earlier research described the mechanism this way: hsp60 is a protein found in the pancreas and very similar to hsp65, which is found in microorganisms. Your autoimmune system gets mixed up between hsp65 (sign of foreign invasion) and hsp60 (naturally there), and attacks the beta cells in your pancreas. DiaPep277 is part of the larger hsp60 molecule and teaches your immune system not to attack. The idea is similar to giving people tiny amounts of peanut protein to wean them off of peanut allergies. [r3,r4]
The important pieces of news from this study are:
1. The primary outcome for this was C-peptide production. Measuring C-peptide is the same as measuring the body's production of insulin[d1]. The people who got the treatment generated (on average) 0.949 nmol/L/20 minutes more, which is 23.4% more than the untreated group. That was statistically significant. But remember that type-1 diabetics generate very little insulin, so even a tiny bit more will cause a big percentage change.
2. Untreated honeymoon diabetics loose their ability to generate insulin as the disease progresses. People treated with DiaPep277 also lost this ability, but it happened more slowly, so that at each point in time, the treated group generated more of their own insulin as compared to the untreated group. Some of the news coverage refers to "preserving insulin production" but it is important to remember that insulin production was not preserved at the same level as when treatment started. Instead, production was higher in treated people then in untreated people. It's a big difference.
3. A secondary outcome was lower A1c numbers in the treated group. The company did not report average A1c numbers [d2], but they did say that 45.5% of the treated group was below 7, but only 35.7% of the untreated group was that low. This suggests that the extra insulin produced was useful, and was lowering A1c, and was having a positive effect on the body.
4. The "initial safety data also indicate that DiaPep277 was well tolerated", which means no serious side effects, which is always a good thing, and consistent with earlier testing. This drug never had a hint of safety issues, that I know of.
5. Shlomo Dagan, CEO of Andromeda (the developer of the drug) said "I estimate that that the drug will be on the shelf by the end of 2014" (but this was quoted in Hebrew, which I don't understand, so I'm relying on a translation into English). But I think he's wrong about that. To get approved, a drug needs two trials. The second phase-III trial is supposed to finish enrollment in 2012, and it's a 2 year treatment program, so that study finishes in 2014. Then there is a year or two for marketing approval, so I'd estimate approval in 2015 or 2016, assuming further analysis of this trial is successful, and the second phase-III trial is also successful.
You can read more about Andromeda here: http://www.andromedabio.com/
Now the Bad News
1. This is not a cure, in it's current form. This drug has only been tested on honeymoon diabetics and only been found to extend the honeymoon duration.
2. I'm not sure how big the effect really is, in terms of how much it would improve the life of a type-1 diabetic [d3].
However, right now we have nothing that effects the body's immune system to help a type-1 diabetic. Nothing at all. If this treatment gets approved, then we will have one thing. And we must start somewhere, so I do think getting this approved and available is a big step forward no matter what it's limitations.
Comparison with Other Results
Dr. Faustman's BCG results showed spikes of .004 to .005 nmols of C-peptide [d4], so the DiaPep277 results are about 200 times bigger an effect than her results [d5], although her results were in established type-1 diabetics, not honeymooners.
Dr. Orban's Abatacept (Orencia) results showed improvements of 60% in C-peptide production, as compared to 23.4% seen in DiaPep277 [d5]. However, Abatacept was in a phase-II trial, so it was smaller, and farther away from approval for type-1 diabetes. But it is already approved for use for another disease.
Dr. Pescovitz's Rituximab results showed improvements of about 20% in C-peptide production as compare to 23.4% seen in DiaPep277 [d5]. However, Rituximab was in a phase-II trial, so it was smaller, and farther away from approval for type-1 diabetes. But it is already approved for use for another disease.
...
Grüße
http://cureresearch4type1diabetes.blogspot.com/2011/11/andro…
Sunday, November 27, 2011
Andromeda's DiaPep277 Succeeds In Phase-III Trial
... but what does that mean?
Good News First
This was a big (450+ people) study, and phase-III, so late in the processes of commercialization. The treatment was DiaPep277, which is a peptide (a short protein) which is related to a naturally occurring protein called "heat shock protein 60" or hsp60. The treatment is one under-skin injection every 3 months. People were followed for 2 years. The study was blind, random assignment; half got the treatment, half the placebo.
DiaPep277 works by increasing the activity of regulatory T cells (especially Th2 cells), which serve to control the autoimmune attack on beta cells in the pancreas. Earlier research described the mechanism this way: hsp60 is a protein found in the pancreas and very similar to hsp65, which is found in microorganisms. Your autoimmune system gets mixed up between hsp65 (sign of foreign invasion) and hsp60 (naturally there), and attacks the beta cells in your pancreas. DiaPep277 is part of the larger hsp60 molecule and teaches your immune system not to attack. The idea is similar to giving people tiny amounts of peanut protein to wean them off of peanut allergies. [r3,r4]
The important pieces of news from this study are:
1. The primary outcome for this was C-peptide production. Measuring C-peptide is the same as measuring the body's production of insulin[d1]. The people who got the treatment generated (on average) 0.949 nmol/L/20 minutes more, which is 23.4% more than the untreated group. That was statistically significant. But remember that type-1 diabetics generate very little insulin, so even a tiny bit more will cause a big percentage change.
2. Untreated honeymoon diabetics loose their ability to generate insulin as the disease progresses. People treated with DiaPep277 also lost this ability, but it happened more slowly, so that at each point in time, the treated group generated more of their own insulin as compared to the untreated group. Some of the news coverage refers to "preserving insulin production" but it is important to remember that insulin production was not preserved at the same level as when treatment started. Instead, production was higher in treated people then in untreated people. It's a big difference.
3. A secondary outcome was lower A1c numbers in the treated group. The company did not report average A1c numbers [d2], but they did say that 45.5% of the treated group was below 7, but only 35.7% of the untreated group was that low. This suggests that the extra insulin produced was useful, and was lowering A1c, and was having a positive effect on the body.
4. The "initial safety data also indicate that DiaPep277 was well tolerated", which means no serious side effects, which is always a good thing, and consistent with earlier testing. This drug never had a hint of safety issues, that I know of.
5. Shlomo Dagan, CEO of Andromeda (the developer of the drug) said "I estimate that that the drug will be on the shelf by the end of 2014" (but this was quoted in Hebrew, which I don't understand, so I'm relying on a translation into English). But I think he's wrong about that. To get approved, a drug needs two trials. The second phase-III trial is supposed to finish enrollment in 2012, and it's a 2 year treatment program, so that study finishes in 2014. Then there is a year or two for marketing approval, so I'd estimate approval in 2015 or 2016, assuming further analysis of this trial is successful, and the second phase-III trial is also successful.
You can read more about Andromeda here: http://www.andromedabio.com/
Now the Bad News
1. This is not a cure, in it's current form. This drug has only been tested on honeymoon diabetics and only been found to extend the honeymoon duration.
2. I'm not sure how big the effect really is, in terms of how much it would improve the life of a type-1 diabetic [d3].
However, right now we have nothing that effects the body's immune system to help a type-1 diabetic. Nothing at all. If this treatment gets approved, then we will have one thing. And we must start somewhere, so I do think getting this approved and available is a big step forward no matter what it's limitations.
Comparison with Other Results
Dr. Faustman's BCG results showed spikes of .004 to .005 nmols of C-peptide [d4], so the DiaPep277 results are about 200 times bigger an effect than her results [d5], although her results were in established type-1 diabetics, not honeymooners.
Dr. Orban's Abatacept (Orencia) results showed improvements of 60% in C-peptide production, as compared to 23.4% seen in DiaPep277 [d5]. However, Abatacept was in a phase-II trial, so it was smaller, and farther away from approval for type-1 diabetes. But it is already approved for use for another disease.
Dr. Pescovitz's Rituximab results showed improvements of about 20% in C-peptide production as compare to 23.4% seen in DiaPep277 [d5]. However, Rituximab was in a phase-II trial, so it was smaller, and farther away from approval for type-1 diabetes. But it is already approved for use for another disease.
...
Grüße
Antwort auf Beitrag Nr.: 42.413.345 von spero am 29.11.11 13:11:53ich denke auch nicht bevorzugt über eine dividende nach denn da gibt es andere baustellen, ich denke eher das herr lanthaler eine einbeziehung der aktionäre und dadurch eine diskussion darüber führen möchte wie die sicht der aktionäre ist, in wie weit das cash verwendet wird sei es durch zukäufe oder dividende oder vielleicht auch aktienrückkäufe
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