Medigene / Gegenwart und Zukunft (Seite 4142)

[killerplauze]

Antwort auf Beitrag Nr.: 37.639.759 von romanze am 24.07.09 12:18:21

Der Kurs winkt mal raus

[romanze]

Das heisst auch wenn lt. Emmissionsbedingungen lediglich ein Barausgleich vorgesehen ist?

Gruß

[Sehnix]

Antwort auf Beitrag Nr.: 37.639.490 von romanze am 24.07.09 11:49:43

Geht im gleichen Maße mit! Sollte kein Problem sein. Hab ich mir schon ziemlich den Kopf zerbrochen...

Selbst bei einer Sonderdividene oder einem Barausgleich und auch Aktientausch. Oder kennt jemand ein neg. Szenario?

[Richardundzdf]

Antwort auf Beitrag Nr.: 37.639.528 von killerplauze am 24.07.09 11:53:43

[killerplauze]

Antwort auf Beitrag Nr.: 37.639.471 von Richardundzdf am 24.07.09 11:47:56

Denn ungedeckelt könnte Medigene meiner Meinung nach auch
längst zwischen 12 und 15 EUR notieren.
Da wird dann die Übernahme wohl auch ungefähr stattfinden.
Ich finde das zum kotzen.

RichARD

ich finds gut

[romanze]

was hätten eigentlich optionscheinbesitzer von einer übernahme?

[Richardundzdf]

Antwort auf Beitrag Nr.: 37.638.467 von fuzzy-logic am 24.07.09 10:19:57

Wir hinken dem Markt nicht aufgrund mangelnder Informatioinen hinterher, sondern weil der Kurs gedeckelt wird.
Ich dachte in der letzten Zeit, dass dies aufgund einer geplanten KE geschieht.Jetzt glaube ich wieder an eine Uebernahme.
Ich weiss nicht, ob wir uns darüber freuen sollten.
Denn ungedeckelt könnte Medigene meiner Meinung nach auch
längst zwischen 12 und 15 EUR notieren.
Da wird dann die Übernahme wohl auch ungefähr stattfinden.
Ich finde das zum kotzen.

[killerplauze]

Der Markt blendet die Erbitux-News komplett aus(unverständlich), jetzt kann ziemlich schnell gehen vorallem wenn BigPlayer unter zugzwang kommen.

[dieselweasel]

Upps:

Merck KGaA hit by Erbitux setback; Q2 results poor
24/07/09 10:48:00
* EU panel advises against use of drug for lung cancer
* Merck viewed Erbitux as key sales driver in 2010/11
* Q2 EBIT down 42 pct, missing forecasts
* Sees recovery in liquid crystals sales, profit
* Shares slump 12 percent

(Recasts, adds detailed outlook, CHMP's negative opinion)
FRANKFURT, July 24 (Reuters) - An EU review panel dealt a body blow to Merck KGaA's ambitions to extend the range of patients for its most promising drug, overshadowing weak earnings from the German pharma-to-chemicals hybrid.
Merck's shares plummeted 12 percent after advisors to European Union regulators recommended that Erbitux -- previously tipped by the firm to hit annual sales of more than 1 billion euros by 2011 -- should not be used to treat lung tumours, the world's most common form of cancer.
Merck late on Thursday said it might contest the recommendation by the Committee for Medicinal Products for Human Use (CHMP), whose assessments drugs regulators generally endorse.
"Though Merck KGaA may appeal and request re-examination of the data, the committee's decision means Erbitux is either significantly delayed or won't ever make it to (the lung cancer) market," UBS analysts wrote in a note to investors.
Erbitux, which is currently approved to treat some types of bowel cancer and cancer of the head and neck, underpinned Merck's second quarter results, contributing growth of 18 percent to sales that, overall, met market expectations by staying unchanged at 1.9 billion euros.
The CHMP is expected to release more details on its opinion on Erbitux on Friday.
Bristol-Myers Squibb and Eli Lilly hold the rights to Erbitux in the U.S. and Canada. Both firms' Frankfurt-listed shares were trading slightly higher by mid-morning.
Higher drug research costs drove a 42 percent fall in Merck's second quarter earnings before interest and taxes (EBIT) to 184.5 million euros ($262.4 million), Merck said on Friday - far less than the 217 million average expected by analysts in a Reuters poll.

CRYSTALS DEMAND REVIVAL
Merck, which is also the world's largest supplier of the key chemicals used in television and computer screens, said its liquid crystals unit saw a modest revival in demand from a massive slump at the end of last year.
The unit posted an EBIT margin of 27.4 percent, up from 10 percent in the first quarter but still far below the margins of around 50 percent it registered for much of 2008.
In early July, Samsung Electronics 005930.KS>, the world's top maker of flat TVs, forecast second-quarter earnings well above market estimates. [ID:nSEO324424]
Corning Inc of the United States last month raised its short-term forecast for sales of specialty glass for flat-panel displays, citing strong demand for flat-screen televisions especially in China. [ID:nN30429602]
Merck said it now expected a 2009 decline in liquid crystals sales of 25 percent at worst, compared with the 30 percent it had foreseen earlier.

ERBITUX STUDY
J.P. Morgan and UBS both lowered their recommendations on Merck's shares after the Erbitux news, saying the CHMP opinion was highly unexpected.
A Phase III study showed last year that overall survival of non-small cell lung cancer patients on Erbitux plus a standard chemotherapy was about five weeks longer than those that received chemotherapy alone.
Further analysis of the trial yielded that Erbitux worked much better in a group of just over half of the patients, characterised by a skin rashes early during therapy, while those without the rash were not helped by Erbitux.
Merck's shares have risen more than 10 percent over the last three months. At 0823 GMT they were down 12.1 percent at 64.50 euros
The company's shares trade at 12 times estimated 12-months forward earnings, roughly in line with global drugs peers, according to StarMine, which weights estimates according to analysts' track record.
(Reporting by Ludwig Burger; editing by John Stonestreet) (([e-mail]; [phone]; Reuters Messaging: [e-mail])) ($1=.7030 Euro)
Keywords: MERCK/RESULTS

[Sehnix]

Antwort auf Beitrag Nr.: 37.638.633 von fuzzy-logic am 24.07.09 10:35:38

Meine Lyrik birgt kleine Zinsen und viel Liquidität