Viropharm bereitet Ausbruch vor ! - 500 Beiträge pro Seite

[paula5]

[paula5]

Erstes Ziel 14 $$

[paula5]

Stanford Financial Group - ViroPharma "buy"
16:09 03.06.08

Rating-Update:

Houston (aktiencheck.de AG) - Die Analysten von Stanford Financial Group stufen die Aktie von ViroPharma (Profil) in einer Ersteinschätzung mit "buy" ein. Das Kursziel werde bei 13 USD gesehen. (03.06.2008/ac/a/u)

[paula5]

10 US wurden gerade geknackt!

[paula5]

10 Juni Wichtiger Termin

ViroPharma to Present at Two Upcoming Healthcare Conferences


Last update: 2:02 p.m. EDT June 3, 2008
EXTON, Pa., June 3, 2008 /PRNewswire-FirstCall via COMTEX/ -- ViroPharma Incorporated (VPHM:VPHM
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VPHM, , ) today announced that Vincent Milano, president and chief executive officer of ViroPharma, will present at the Goldman Sachs 29th Annual Global Healthcare Conference at 4:00 P.M. PDT on Tuesday, June 10, 2008. The conference is being held at the Ritz-Carlton, Laguna Nigel in Dana Point, CA.
ViroPharma also announced that William Roberts, vice president, corporate communications of ViroPharma, will present at the Needham Seventh Annual Biotechnology and Medical Technology Conference at 8:00 A.M. EDT on Wednesday, June 11, 2008. The conference is being held at the New York Palace Hotel.
ViroPharma's presentations will be webcast live for investors through http://www.viropharma.com and available for a period of 14 days following the conferences.
About ViroPharma Incorporated
ViroPharma Incorporated is a biopharmaceutical company dedicated to the development and commercialization of products that address serious diseases treated by physician specialists and in hospital settings. ViroPharma commercializes Vancocin(R), approved for oral administration for treatment of antibiotic-associated pseudomembranous colitis caused by Clostridium difficile and enterocolitis caused by Staphylococcus aureus, including methicillin-resistant strains (for prescribing information, please download the package insert at http://www.viropharma.com/Products.aspx). ViroPharma currently focuses its drug development activities in diseases including cytomegalovirus (CMV) and Clostridium difficile. For more information on ViroPharma, visit the company's website at http://www.viropharma.com.
SOURCE ViroPharma Incorporated
http://www.viropharma.com

Copyright (C) 2008 PR Newswire. All rights reserved

[paula5]

New Publication of Phase 2 Data Shows Maribavir Markedly Reduced the Rate of Cytomegalovirus Infection and Disease in Bone Marrow Transplant Patients
- Prevalent in Immunosuppressed Patients, Cytomegalovirus Infection and Disease is Associated with a Range of Life Threatening Complications -

Last update: 8:00 a.m. EDT June 2, 2008
EXTON, Pa., June 2, 2008 /PRNewswire-FirstCall via COMTEX/ -- ViroPharma Incorporated (VPHM:ViroPharma Incorporated
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Last: 10.26+0.29+2.90%

11:24am 06/04/2008

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VPHM 10.26, +0.29, +2.9%) today announced the publication of results of its previously described Phase 2 study showing that maribavir, when used as prophylaxis, reduced the rate of cytomegalovirus (CMV) reactivation and was well tolerated when compared to placebo in allogeneic stem cell, or bone marrow, transplant patients. These results were published in the June 1 issue of Blood, the official journal of the American Society of Hematology (ASH) and previously presented in 2006 at the annual ASH meeting in Orlando, Fl.
CMV is among the most important infectious causes of significant morbidity and mortality in transplant patients. Approximately 60 percent of all at-risk allogeneic stem cell (bone marrow) transplant patients will show evidence of CMV infection in the first 100 days post transplant and despite treatment with currently available therapies approximately 10 percent of these patients will progress to develop CMV disease, which may manifest as deadly complications such as pneumonia or gastrointestinal disease. CMV infection is also associated with indirect effects in transplant recipients, including adverse immunologic effects (graft versus host disease (GvHD) after bone marrow transplantation and graft rejection after solid organ transplantation), serious bacterial and fungal infections, and reduced overall survival rates.
In a 111 subject study, maribavir significantly reduced the rate of CMV infection requiring treatment across all dose ranges (15 percent, p=0.001; 30 percent, p=0.051 and 15 percent, p=0.002 in 100 mg BID, 400 mg QD, 400 mg BID doses respectively), compared to placebo (57 percent). No patients taking maribavir at any dose developed CMV disease, compared to the placebo group in which three subjects (11 percent) developed the disease. Moreover, there were no reports of late CMV disease across any treatment groups with a maximum follow up period of five months post-transplant.
"These results are important because they suggest that maribavir has the potential to shift the CMV management strategy in stem cell transplant from pre-emptive therapy to prophylaxis," said Drew J. Winston, M.D., University of California, Los Angeles Medical Center. "It is clear that maribavir has the potential to offer an important new and safer option for clinicians to prevent CMV disease in transplant patients."
Among other observations, GvHD of grade 2 or higher, a common complication in bone marrow transplants, also was found to be less common in the three maribavir treatment arms (14 percent; 29 percent; 23 percent) than in the placebo group (46 percent).
"While this dose-ranging study evaluated the safety and the ability of maribavir to prevent viral reactivation in bone marrow transplant patients, we are particularly encouraged by the possibility that maribavir may help reduce the rate of CMV disease and associated morbidity, something we are investigating in our current Phase 3 study," said Stephen Villano, M.D., vice president, clinical research and development at ViroPharma.
The most common adverse events in the maribavir treatment groups were taste disturbance, nausea and vomiting. Maribavir did not cause renal toxicities or myelosuppression.
ViroPharma is currently conducting two pivotal Phase 3 studies with maribavir, one in allogeneic stem cell transplant recipients and the other in liver transplant recipients. The company expects to file its initial NDA and MAA for maribavir in SCT patients in the third quarter of 2009.
Study Design
The maribavir Phase 2 clinical trial was a randomized, double blind, placebo-controlled, dose-ranging study conducted at 13 transplant centers across the U.S. involving CMV-seropositive subjects who had undergone allogeneic stem cell transplantation. A total of 111 subjects were randomized 3:1 to receive placebo or maribavir in each of three ascending dose groups (100 mg BID, 400 mg QD, 400 mg BID). All subjects were monitored frequently for CMV infection, and if CMV infection was detected, study drug (maribavir or placebo) was discontinued and the subject was managed according to current standards of care at each transplant center, including starting pre-emptive anti-CMV treatment at the discretion of the investigator.
The objectives of this study included an evaluation of the safety and tolerability of maribavir administered orally for up to 12 weeks, and an evaluation of the prophylactic activity of maribavir in preventing CMV reactivation in CMV seropositive recipients of allogeneic stem cell transplants.
About maribavir
Maribavir is a potent and selective, orally bioavailable Phase 3 antiviral drug with a unique mechanism of action against cytomegalovirus and a favorable clinical safety profile to date, including no evidence of renal toxicities or myelosuppression (a condition in which bone marrow activity is decreased, resulting in fewer red blood cells, white blood cells, and platelets). Maribavir is a member of a new class of drugs called benzimidazole ribosides. Unlike currently available anti-CMV agents that inhibit CMV DNA polymerase, maribavir inhibits viral DNA assembly and egress of viral capsids from the nucleus of infected cells. Maribavir also has demonstrated activity in vitro against strains of CMV that are resistant to current anti-CMV therapies.
About Cytomegalovirus
CMV is a member of the herpes virus group, which includes the viruses that cause chicken pox, mononucleosis, herpes labialis (cold sores), and herpes genitalis (genital herpes). Like other herpesviruses, CMV has the ability to remain dormant in the body for long periods of time. Human CMV infection rates average between 50 percent and 85 percent of adults in the U.S. by 40 years of age, but in healthy adults causes little to no apparent illness. However, in immunocompromised individuals including cancer patients, HIV patients, and transplant patients, and in children born with primary CMV infection, CMV can lead to serious disease or death. Patients who are immunosuppressed following hematopoietic stem cell (bone marrow) or solid organ transplantation are at high risk of CMV infection. In these patients, CMV disease can lead to severe conditions such as pneumonitis or hepatitis, or to complications such as acute or chronic rejection of a transplanted organ. While currently available systemic anti-CMV agents are effective against the virus, their use is limited by toxicities, most notably bone marrow suppression and renal impairment.
About ViroPharma Incorporated
ViroPharma Incorporated is a biopharmaceutical company dedicated to the development and commercialization of products that address serious diseases treated by physician specialists and in hospital settings. ViroPharma commercializes Vancocin(R), approved for oral administration for treatment of antibiotic-associated pseudomembranous colitis caused by Clostridium difficile and enterocolitis caused by Staphylococcus aureus, including methicillin- resistant strains (for prescribing information, please download the package insert at http://www.viropharma.com/Products.aspx)." target="_blank" rel="nofollow ugc noopener">http://www.viropharma.com/Products.aspx). ViroPharma currently focuses its drug development activities in infectious diseases including cytomegalovirus (CMV) and C. difficile. For more information on ViroPharma, visit the company's website at http://www.viropharma.com.
Certain statements in this press release contain forward-looking statements that involve a number of risks and uncertainties. Forward-looking statements provide the Company's current expectations or forecasts of future events. Forward looking statements in this press release include statements regarding ViroPharma's clinical development programs, including statements that maribavir represents the opportunity for a shift in CMV treatment paradigm toward prophylaxis against CMV and our ability to file our initial NDA and MAA for maribavir in stem cell transplant patients in the third quarter of 2009. Our actual results could differ materially from those results expressed in, or implied by, these forward-looking statements. The development and commercialization of pharmaceutical products is subject to risks and uncertainties. The antiviral and tolerability data that were elucidated in our Phase 2 study designed to assess the rate of CMV reactivation in patients undergoing allogeneic stem cell transplantation may not be predictive of the results of our Phase 3 programs in allogeneic stem cell transplantation or liver transplant patients and further testing such as the ongoing Phase 3 clinical studies may not support any or all of the statements in this press release. There can be no assurance that that our Phase 3 programs will yield positive results, that our plan to file an NDA, MAA or other marketing petition for maribavir based upon the phase 2 and phase 3 stem cell clinical trial results, but prior to the completion of the phase 3 solid organ clinical trial will be successful as the regulatory agencies may view the data as insufficient or inconclusive, request additional data, delay any decision past the time frames anticipated by us, limit the approved indications, or deny the approval of maribavir. These factors, and other factors, including, but not limited to those described in ViroPharma's annual report on Form 10-K and quarterly reports on Form 10-Q filed with the Securities and Exchange Commission during 2008, could cause future results to differ materially from the expectations expressed in this press release. The forward-looking statements contained in this press release may become outdated over time. ViroPharma does not assume any responsibility for updating any forward-looking statements.
SOURCE ViroPharma Incorporated
http://www.viropharma.com/

Copyright (C) 2008 PR Newswire. All rights reserved

[paula5]

Der Ausbruch
ist gestern gelungen! Mal schaun wie es heut weiter geht, könnt sich auch mal kurz stetzen, oder sie zieht bis 12 $ durch!

[paula5]

Erste Taxen USA 10,22 zu 10,58 $

[paula5]

Jetzt baut sich auch Momentum auf und SK auf Tgeshoch!

[paula5]

Research and Markets: Complete and Comprehensive Analysis of ViroPharma Inc. and Their Competitors


Last update: 10:00 a.m. EDT June 5, 2008

DUBLIN, Ireland, Jun 05, 2008 (BUSINESS WIRE) -- Research and Markets ( http://www.researchandmarkets.com/reports/c93803) has announced the addition of "Analysis of ViroPharma Inc." to their offering.
We present Analysis of ViroPharma Inc. A complete and comprehensive analysis of ViroPharma Inc. includes an overview of the industry the company operates in, a PEST Framework Analysis of the industry, and then moves on to analyzing the company itself.
Company analysis includes a history of ViroPharma Inc., a business segment analysis of the segments ViroPharma Inc. operates through, a look at the organization structure of the company, a geographical operating segments analysis, and an analysis of the company's major competitors.
A financial analysis of ViroPharma Inc. is presented in the report which includes a ratio analysis, basic profit and loss analysis, presentation of the company balance sheet, and much more.
A SWOT Framework Analysis of ViroPharma Inc. completes this in-depth company analysis.
Key Topics:
- Executive Summary
- Looking at the Industry
- Industry PEST Framework Analysis
- Looking at the Company
- Looking at Business
- SWOT Framework Analysis
- Profiling the Competition
- Financial Analysis of the Company
- Future Perspective
- Appendix
- Glossary of Terms
Competitors mentioned:
- Amgen Inc.
- Gilead Sciences Inc.
For more information visit http://www.researchandmarkets.com/reports/c93803.
SOURCE: Research and Markets Ltd.
Research and Markets
Laura Wood, Senior Manager
Fax: [phone]
[e-mail]

Copyright Business Wire 2008

[paula5]

Knacken wir heut die 11 $$

[paula5]

Jetzt hat sie erstmal platz!

[paula5]

ViroPharma Provides Update on Upcoming FDA Advisory Committee Meeting to Discuss Bioequivalence of Locally Acting Gastrointestinal Drugs


Last update: 9:00 a.m. EDT July 8, 2008
EXTON, Pa., July 8, 2008 /PRNewswire-FirstCall via COMTEX/ -- ViroPharma Incorporated (VPHM:VPHM
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VPHM, , ) has been informed by U.S. Food and Drug Administration (FDA) that the July 23, 2008 meeting of its Advisory Committee for Pharmaceutical Science and Clinical Pharmacology is not intended to discuss specifically ViroPharma's Vancocin(R) (vancomycin hydrochloride capsules) or any other drug products. Rather, FDA has informed ViroPharma that FDA's Office of Generic Drugs (OGD) will only present for the Committee's consideration issues of general applicability to all locally acting drugs that treat gastrointestinal (GI) conditions. FDA also informed ViroPharma that any resulting recommendations by the Committee will be similarly general in nature. Additionally, ViroPharma has been advised that it will be afforded no more time to speak at the meeting than is afforded to any other member of the public, consistent with the non-product specific focus of the meeting. ViroPharma understands that the time to be provided to any one speaker will be very limited.
Based on FDA's statements to ViroPharma regarding the purpose of this meeting, made by both Committee staff and FDA's Office of Chief Counsel, ViroPharma will not discuss Vancocin at this meeting. Given ViroPharma's experience in this area, and the limited time available to speakers at the meeting, ViroPharma today submitted a letter to the Committee to aid its consideration of the general issue of bioequivalence methods for locally acting GI drugs. Among other things, ViroPharma's letter notes important issues that must be addressed in this complex area of bioequivalence method development, and attaches for the Committee's review a letter sent to FDA last year by the Infectious Diseases Society of America (IDSA) expressing concerns of infectious disease experts. A copy of ViroPharma's letter and the attachment is now available on ViroPharma's website at http://www.viropharma.com/OGDpetition/." target="_blank" rel="nofollow ugc noopener">http://www.viropharma.com/OGDpetition/.
FDA has indicated that ViroPharma can expect the opportunity for public input regarding bioequivalence methods for Vancocin, but has not yet committed to a next step. Commented Colin Broom, M.D., ViroPharma's vice president, chief scientific officer, "We are encouraged that FDA appears to be taking the first step toward a public process to consider the development of bioequivalence methods for locally acting drugs that treat gastrointestinal conditions. After the general discussion at the July 23rd Advisory Committee meeting, FDA should be better prepared to conduct a public process on bioequivalence methods for Vancocin specifically. ViroPharma is prepared to participate in that process when the time comes. We have long contended that changes in GI physiology observed in patients with Clostridium difficile infection make healthy gut bioequivalence models inapplicable to drugs, like Vancocin, which treat this condition."
ViroPharma has previously explained in various submissions to FDA that appropriate public process for development of bioequivalence methods specifically for Vancocin should include (1) public proposal of the method and the data FDA believes validate that method; (2) FDA receipt of and response to public comments on the proposed method; (3) consideration by the appropriate FDA Advisory Committees, including the Advisory Committee for Pharmaceutical Science and Clinical Pharmacology; and (4) final decision making on whether to adopt the method by neutral scientific and medical experts, not the FDA personnel who originally proposed the method. ViroPharma continues to believe that bioequivalence for Vancocin is deserving of at least the same level of process and scientific discussion that FDA has previously afforded locally acting GI drugs such as cholestyramine, mesalamine, and sucralfate that are used to treat far less serious diseases where the consequence associated with getting it wrong do not pose as great a risk to patients.
ViroPharma's filings detailing these requirements are available on ViroPharma's website at http://www.viropharma.com/OGDpetition/." target="_blank" rel="nofollow ugc noopener">http://www.viropharma.com/OGDpetition/.
About Clostridium difficile
One of the most serious problems facing the U.S. healthcare system today is hospital-acquired infections (HAIs). Clostridium difficile infection is one of the most common and devastating HAIs. The incidence of C. difficile observed in U.S. healthcare facilities more than doubled between 2000 and 2005; between 1999 and 2004, reported mortality rates from C. difficile in the U.S. more than quadrupled to 23.7 per million. Elderly patients exposed to antibiotics, long-term care patients, or those that have a serious underlying illness, are at greatest risk to contract the disease. Patients with this disease have GI tract conditions that are significantly different from those of a healthy individual due to infection. Typical symptoms include diarrhea, fever, nausea and abdominal pain and dehydration, though cases can lead to life threatening complications such as megacolon, peritonitis and perforation of the colon.
About ViroPharma Incorporated
ViroPharma Incorporated is a biopharmaceutical company dedicated to the development and commercialization of products that address serious diseases treated by physician specialists and in hospital settings. ViroPharma commercializes Vancocin(R), approved for oral administration for treatment of antibiotic-associated pseudomembranous colitis caused by Clostridium difficile and enterocolitis caused by Staphylococcus aureus, including methicillin-resistant strains (for prescribing information, please download the package insert at http://www.viropharma.com/Products.aspx)." target="_blank" rel="nofollow ugc noopener">http://www.viropharma.com/Products.aspx). ViroPharma currently focuses its drug development activities in diseases including cytomegalovirus (CMV) and C. difficile. For more information on ViroPharma, visit the company's website at http://www.viropharma.com.
Certain statements in this press release may contain forward-looking statements that involve a number of risks and uncertainties, including the Company's understanding that the meeting of the Advisory Committee for Pharmaceutical Science and Clinical Pharmacology is not intended to discuss specifically ViroPharma's Vancocin(R) and that additional opportunity for public input regarding bioequivalence methods for Vancocin will occur or that ViroPharma will ensure that the points in its letter to the advisory committee will be brought forward to this committee. There can be no assurance that the FDA will continue with its stated plans regarding the subject matter of the Advisory Committee meeting, that the FDA will conduct public process specifically for Vancocin, that the FDA will agree with the positions stated in ViroPharma's Vancocin related submissions or that ViroPharma's efforts to oppose the OGD's March 2006 recommendation to determine bioequivalence to Vancocin through in vitro dissolution testing will be successful. We cannot predict the timeframe in which the FDA will make a decision regarding either ViroPharma's citizen petition for Vancocin or the approval of generic versions of Vancocin. If we are unable to change the recommendation set forth by the OGD in March 2006, the threat of generic competition will be high. The entry of competing generic products will significantly affect our sales of Vancocin and our financial performance. Our actual results could differ materially from those results expressed in, or implied by, these forward-looking statements. These factors, and other factors, including, but not limited to those described in ViroPharma's annual report on Form 10-K and quarterly reports on Form 10-Q filed with the Securities and Exchange Commission during 2008 could cause future results to differ materially from the expectations expressed in this press release. The forward-looking statements contained in this press release may become outdated over time. ViroPharma does not assume any responsibility for updating any forward-looking statements.
SOURCE ViroPharma Incorporated
http://www.viropharma.com

Copyright (C) 2008 PR Newswire. All rights reserved

[paula5]

12 $ werden angegriffen

[paula5]

[paula5]

So die 12 $$ wurden soeben geknackt RT 12,09$

[paula5]

[paula5]

Neues Jahreshoch mit 12,45$$ makiert

[paula5]

Läuft weiter gegen den Markt nach oben

[KlausStoertebeker]

Antwort auf Beitrag Nr.: 34.503.296 von paula5 am 14.07.08 17:02:42

ViroPharma to Acquire Lev Pharmacueticals
- Acquisition Adds Late Stage Product Targeting Life-threatening Hereditary Angioedema Disease with Limited Treatment Options –

- Companies to Host Conference Call at 10:30 A.M Eastern Today to Discuss Transaction -

EXTON, Pa.--(BUSINESS WIRE)--ViroPharma Incorporated (Nasdaq: VPHM) and Lev Pharmaceuticals, Inc. (OTCBB: LEVP) today announced that the companies have signed a definitive merger agreement under which ViroPharma will acquire Lev, a biopharmaceutical company focused on developing and commercializing therapeutic products for the treatment of inflammatory diseases, for $442.9 million of upfront consideration, or $2.75 per Lev share, comprised of $2.25 per share in cash and $0.50 per share in ViroPharma common stock (subject to a collar). Contingent consideration of up to $1.00 per share may be paid on achievement of certain regulatory and commercial milestones. The transaction with a potential net aggregate value of up to $617.5 million has been unanimously approved by the boards of directors of both companies. The companies expect the transaction to be completed by the end of 2008. In addition, concurrently with the execution of the merger agreement, ViroPharma purchased $20 million of Lev common stock.

The acquisition of Lev Pharmaceuticals further enhances ViroPharma’s pipeline with Cinryze™ (C1 inhibitor (human)), which is currently under regulatory review for approval by the U.S. Food and Drug Administration as a replacement therapy for patients with hereditary angioedema (HAE), also known as C1 esterase inhibitor (C1-INH) deficiency. The use of replacement therapy in patients with C1-INH deficiency is supported by more than 35 years of clinical practice experience in Europe. C1-INH depletion is also implicated in a number of other serious inflammatory disorders.

Hereditary angioedema, or C1-INH deficiency, is a dangerous and potentially deadly inflammatory disease affecting up to 10,000 patients in the United States, caused by a genetic deficiency in an essential protein called C1 esterase inhibitor. Clinical studies have shown that prophylactic C1 inhibitor replacement therapy with Cinryze can significantly reduce the severity, duration and frequency of HAE attacks.

“This transaction is consistent with ViroPharma’s stated objective of broadening our portfolio of therapies for serious life-threatening conditions in selected specialty markets,” commented Vincent Milano, ViroPharma’s president and chief executive officer. “Lev’s orphan drug Cinryze™ is a life-saving therapy treating a very dangerous disease. This opportunity provides a clear strategic fit with ViroPharma: Cinryze targets a market that is addressable with modest additional infrastructure and further serves patients suffering from a disease with few treatment options. We are very pleased to add the expertise of Lev to our organization, and Cinryze to our growing portfolio of options for underserved patient populations with critical and urgent needs.”

“We believe this transaction recognizes the value we have created at Lev and provides our shareholders with attractive financial terms, through the upfront payment and the opportunity to continue to share in the success of Cinryze™ through the ownership of ViroPharma shares and the contingent value rights,” commented Judson Cooper, Lev’s chairman of the board. “Leveraging the combined resources of both companies not only strengthens our C1 inhibitor development platform, but also underscores our commitment to serving patients with critical unmet medical needs.”

Transaction Terms

Under the terms of the merger agreement, ViroPharma will acquire the outstanding common stock of Lev for $2.25 per share in cash and $0.50 per share in stock (“Upfront Consideration”), subject to a collar. The Upfront Consideration value could be lower or higher if the ViroPharma average common share price is lower than $10.03 or higher than $15.68 per share during the twenty trading day period prior to closing. In addition, Lev shareholders will receive the non-transferrable contractual right to two contingent payments (“CVR Payments”) of $0.50 each that could deliver up to an additional $174.6 million, or $1.00 per share in cash, if the Company meets certain targets. The first CVR payment of $0.50 per share would become payable when either (i) Cinryze is approved by the FDA for acute treatment of HAE and the FDA grants orphan exclusivity for Cinryze encompassing the acute treatment of HAE to the exclusion of all other human C1 inhibitor products or, (ii) orphan exclusivity for the acute treatment of HAE has not become effective for any third party’s human C1 inhibitor product for two years from the later of the date of closing and the date that orphan exclusivity for Cinryze for the prophylaxis of HAE becomes effective. The second CVR payment of $0.50 per share would become payable when Cinryze reaches at least $600 million in cumulative net product sales within 10 years of closing. The Upfront Consideration of $2.75 per share and the potential for a total value of $3.75 per share represent premiums of 49% and 103%, respectively, over Lev’s closing stock price on July 14, 2008.

Closing is subject to certain conditions including approval under the Hart-Scott-Rodino Act, the approval of Lev’s shareholders and other customary closing conditions. Mr. Judson Cooper, Lev’s chairman of the board, and Dr. Joshua Schein, Lev’s chief executive officer, respectively, and their affiliates, who collectively hold an aggregate of approximately 23% of the outstanding Lev shares, have agreed to vote their shares in favor of the transaction.

Additionally, ViroPharma agreed to make a $20 million investment in Lev, at signing, by purchasing 9,661,836 shares of Lev common stock at a 10 percent premium to the five day average closing price of Lev’s shares for the period ending Friday, July 11, 2008, sold pursuant to Lev’s effective registration statement on Form S-3.

J.P. Morgan Securities Inc. advised ViroPharma and DLA Piper acted as legal counsel. In addition, Piper Jaffray & Co. provided a fairness opinion to ViroPharma’s board of directors. J.P. Morgan Securities Inc., as successor to Bear, Stearns & Co. Inc., advised Lev and provided a fairness opinion to Lev’s board of directors. Willkie Farr & Gallagher LLP and Becker & Poliakoff, LLP acted as legal counsel to Lev.

Conference Call and Webcast Information

ViroPharma will host a live teleconference and webcast (featuring slide presentation) with senior management to discuss the strategic acquisition of Lev Pharmaceuticals on Tuesday, July 15, 2008 at 10:30 a.m. ET. Members of Lev Pharmaceuticals senior management will be available during the question and answer period. To participate in the conference call, please dial 888-299-4099 (domestic) and 302-709-8337 (international). After placing the call, please tell the operator you wish to join the ViroPharma investor conference call.

Alternatively, the live webcast of the conference call and slide presentation can be accessed via ViroPharma's website at http://www.viropharma.com and Lev’s website at http://www.levpharma.com. Windows Media or Real Player will be needed to access the webcast. An audio archive will be available at the same address until August 1, 2008.

Cinryze™ Regulatory Status

On May 2, 2008, the Blood Products Advisory Committee (BPAC) to the U.S. Food and Drug Administration (FDA) voted unanimously that there is sufficient evidence of the safety and efficacy for the approval of Cinryze for the prophylactic treatment of HAE. The data from Lev's acute treatment trial was not presented before the BPAC and is currently under active review at FDA. On May 6, 2008, Lev announced that FDA accepted for review Lev's complete response submission for Cinryze targeting an action date of October 14, 2008.

About Hereditary Angioedema

HAE is the result of a defect in the gene controlling the synthesis of C1 inhibitor. C1 inhibitor maintains the natural regulation of the contact, complement, and fibrinolytic systems, that when left unrestricted, can initiate or perpetuate an attack by consuming the already low levels of endogenous C1 inhibitor in HAE patients. Patients with C1 inhibitor deficiency experience recurrent, unpredictable, debilitating, and potentially life threatening attacks of inflammation affecting the larynx, abdomen, face, extremities and urogenital tract. While there is no approved therapy for acute HAE attacks in the U.S., a commercially available C1 inhibitor has been used in Europe to treat HAE for more than 35 years. There are estimated to be 10,000 people with HAE in the U.S.

Additional information on HAE can be obtained from the U.S. Hereditary Angioedema Association at www.haea.org.

About ViroPharma Incorporated

ViroPharma Incorporated is a biopharmaceutical company dedicated to the development and commercialization of products that address serious diseases treated by physician specialists and in hospital settings. ViroPharma commercializes Vancocin®, approved for oral administration for treatment of antibiotic-associated pseudomembranous colitis caused by Clostridium difficile and enterocolitis caused by Staphylococcus aureus, including methicillin-resistant strains (for prescribing information, please download the package insert at http://www.viropharma.com/Products.aspx). ViroPharma currently focuses its drug development activities in diseases including cytomegalovirus (CMV) and C. difficile. For more information on ViroPharma, visit the company's website at www.viropharma.com.

About Lev Pharmaceuticals, Inc.

Lev is a biopharmaceutical company focused on developing and commercializing therapeutic products for the treatment of inflammatory diseases. Lev's lead product candidate, Cinryze™ (C1 inhibitor (human)), is being developed as a replacement therapy for hereditary angioedema (HAE), also known as C1 inhibitor deficiency. Additionally, Lev is in the process of prioritizing its C1 inhibitor development platform for the treatment of selective other diseases and disorders in which inflammation is known or believed to play an underlying role.

ViroPharma Forward-Looking Statements

Information set forth in this press release contains forward-looking statements, which involve a number of risks and uncertainties. Such forward-looking statements include, but are not limited to, statements about the benefits of the business combination transaction involving ViroPharma and Lev, including, among others, future financial and operating results, cost savings, enhanced revenues, ViroPharma’s plans, objectives, expectations and intentions and other statements that are not historical facts. The following factors, among others, could cause actual results to differ from those set forth in the forward-looking statements: the ability to obtain regulatory approvals of the transaction on the proposed terms and schedule; the failure of Lev stockholders to approve the transaction; the risk that the businesses will not be integrated successfully; the risk that the cost savings and any other synergies from the transaction may not be fully realized or may take longer to realize than expected; the risk that revenues following the merger will be lower than expected; disruption from the transaction making it more difficult to maintain relationships with customers, employees or suppliers; competition and its effect on pricing, spending, third-party relationships and revenues; new information arising out of clinical trial results; the risk that the safety and/or efficacy results of existing clinical trials for Cinryze™ will not support approval for a biologics license; the risk that FDA may require Lev, or after the merger, ViroPharma, to conduct additional clinical trials for Cinryze™; the risk that FDA may interpret data differently than Lev, or after the merger, ViroPharma, does or requires more data or a more rigorous analysis of data than expected; the risk that FDA will not approve a product for which a biologics license has been applied; obtaining regulatory approval to market Cinryze™; market acceptance of Cinryze™; maintaining the orphan drug status associated with Cinryze™. These factors, and other factors, including, but not limited to those described in ViroPharma’s filings with the Securities and Exchange Commission, could cause future results to differ materially from the expectations expressed in this press release. The forward-looking statements contained in this press release may become outdated over time. ViroPharma does not assume any responsibility for updating any forward-looking statements.

Lev Safe Harbor Statement

This press release contains forward-looking statements that involve substantial risks and uncertainties. All statements, other than statements of historical facts, included in this press release regarding our plans and objectives of management are forward-looking statements. We may not actually achieve the plans, intentions or expectations disclosed in our forward-looking statements and you should not place undue reliance on our forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations disclosed in the forward-looking statements we make. Various important factors could cause actual results or events to differ materially from the forward-looking statements that we make, including risks related to when and whether the proposed acquisition will be consummated, including whether due to antitrust approvals, approval of the proposed transaction by the shareholders of Lev or otherwise, new information arising out of clinical trial results, the risk that the safety and/or efficacy results of existing clinical trials for Cinryze™ will not support approval for a biologics license, the risk that FDA may require us to conduct additional clinical trials for Cinryze™, the risk that FDA may interpret data differently than we do or require more data or a more rigorous analysis of data than expected, the risk that FDA will not approve a product for which a biologics license has been applied, our heavy dependence on the success of Cinryze™, our dependence on our suppliers, our dependence on third parties to manufacture Cinryze™, obtaining regulatory approval to market Cinryze™, market acceptance of Cinryze™, maintaining the orphan drug status associated with Cinryze™, the risks associated with dependence upon key personnel, and our ability to obtain additional funding to support our business activities. These and other risks are described in greater detail in the "Risk Factors that May Affect Results" section of our filings with the SEC. Our forward-looking statements do not reflect the potential impact of any future acquisitions, mergers, dispositions, joint ventures or investments we may make. We do not assume any obligation to update any forward-looking statements.

Additional Information About this Transaction

In connection with the proposed merger, ViroPharma will file with the SEC a Registration Statement on Form S-4 that will include a proxy statement of Lev that also constitutes a prospectus of ViroPharma. Lev will mail the proxy statement/prospectus to its stockholders. ViroPharma and Lev urge investors and security holders to read the proxy statement/prospectus regarding the proposed merger when it becomes available because it will contain important information.

You may obtain copies of all documents filed with the SEC regarding this transaction, free of charge, at the SEC’s website (www.sec.gov). You may also obtain these documents, free of charge, from ViroPharma’s website (www.viropharma.com) under the tab “Investors” and then under the item “SEC Filings”. You may also obtain these documents, free of charge, from Lev’s website (www.levpharma.com) under the tab “Investor Relations” and then under the heading “SEC Filings.”

Proxy Solicitation

ViroPharma, Lev and their respective directors, executive officers and certain other members of management and employees may be soliciting proxies from Lev stockholders in favor of the merger. Information regarding the persons who may, under the rules of the SEC, be considered participants in the solicitation of the Lev stockholders in connection with the proposed merger will be set forth in the proxy statement/prospectus when it is filed with the SEC. You can find information about ViroPharma’s executive officers and directors in its definitive proxy statement filed with the SEC on April 11, 2008. You can find information about Lev’s executive officers and directors in definitive proxy statement filed with the SEC on April 16, 2008. You can obtain free copies of these documents from ViroPharma and Lev using the contact information above.

[Poppholz]

[paula5]

cool bleiben sind schon wieder bei 10,88 $

[Poppholz]

Antwort auf Beitrag Nr.: 34.513.350 von paula5 am 15.07.08 17:49:23

bin ja auch cool.

Bleibe dabei.

(alles wird gut)

[Poppholz]

schöne Kursentwicklung in den letzten Tagen.

Hier ist es aber auffällig ruhig geblieben.

(Spricht für die Aktie)

[Poppholz]

Antwort auf Beitrag Nr.: 34.748.322 von Poppholz am 18.08.08 12:51:40

Kurs steigt weiter und hier schreibt immer noch niemand.

[spekblpum]

der kurs ist durch die untere unterstützungslinie vom aufwärtstrend seit nov. 2007 ausgebrochen. für mich sieht das nicht nach einem kaufsignal aus.

[Poppholz]

Antwort auf Beitrag Nr.: 35.519.886 von spekblpum am 10.10.08 17:33:26

die einen sagen so, die anderen sagen so

[sharepicker321]

was war jetzt da los? scheint ein bisschen unter die Räder gekommen zu sein, der Kurs von Viro.

[sharepicker321]

Antwort auf Beitrag Nr.: 36.552.562 von sharepicker321 am 10.02.09 20:09:59

wenn man nach den indikatoren gehen würde, müßte der kurs von viro noch viel weiter fallen.
vielleicht wird es überschaubar wenn die dazugehörigen schlechten news mal veröffentlicht werden!

[sharepicker321]

Viropharma wird kurz- und mittelfristig einbrechen. Die Prognose für Viropharma für Dienstag den 17. Februar ist 4,41 Euro.

Diese Nachricht wurde von einem mathematischen Computerprogramm auf Basis der Zeitreihenanalyse erstellt.

[sharepicker321]

17.02.2009 09:23:26 (ArimaxX)

Viropharma: verkaufen

Viropharma wird kurz- und mittelfristig einbrechen. Prognose für Viropharma am 24. Februar bei 4,16 Euro.

Diese Nachricht wurde von einem mathematischen Computerprogramm auf Basis der Zeitreihenanalyse erstellt.

[sharepicker321]

1,3% im minus heute in düsseldorf; -ich glaube normalerweise sollte man doch da die aktien verkaufen, wenn man davon welche hätte?

[sharepicker321]

26.02.2009 09:26:31 (ArimaxX)

Viropharma: verkaufen

Viropharma wird kurz- und mittelfristig einbrechen. Prognose für Viropharma am 5.Mär 17:19 bei 3.44 Euro.

Diese Prognose wurde von einem mathematischen Computerprogramm auf Basis der Zeitreihenanalyse erstellt.

[Uptick08]

Antwort auf Beitrag Nr.: 36.623.967 von sharepicker321 am 20.02.09 20:13:19

>>>ich glaube normalerweise sollte man doch da die aktien verkaufen, wenn man davon welche hätte<<<<

Wenn Du keine Aktien hast, wieso jückt dir die fallende Kurprognose überhaupt?

Verstehe ich nicht so ganz

[sharepicker321]

Antwort auf Beitrag Nr.: 37.000.317 von Uptick08 am 20.04.09 10:39:07

weil ich meine, daß die richtige trendwende an der börse erst im juni\juli kommt.

[sharepicker321]

der macd ist im 1-wochen-intervall im begriff, die durchschnittslinie nach oben zu durchbrechen, wobei beide linien nach oben gerichtet sind.
ebenso befindet sich der stoch über der durchschnittslinie wobei beide linien nach oben gerichtet sind.
bei den wichtigen tageslinien hat die 12er die 36er vor kurzem nach oben durchbrochen wobei beide nach oben hin ausgerichtet sind; der aktienkurs selbst befindet sich über der 12-tageslinie.
eine solche konstellation deutet normalerweise auf steigende kurse hin und um in neue kursregionen vorzustoßen.


(viropharma ist eine biotec-firma von weltruf mit 6 produkten in der pipe -2 davon seit kurzem in der vermarktungsphase u. einer marktkapitalisierung von 342,40 mio eur)

[KillingJoke]

Antwort auf Beitrag Nr.: 37.004.324 von sharepicker321 am 20.04.09 18:58:10

Hallo Sharepicker321,

jetzt hast Du "Deinen Ausbruch nach oben" unmittelbar bevorstehen. Aktueller Kurs 6,07 USD.

KJ

[Poppholz]

Antwort auf Beitrag Nr.: 37.490.234 von KillingJoke am 30.06.09 08:00:16

und noch höher

[KillingJoke]

Läuft doch ganz gut.
Aktuell ein wenig Buyout-Phantasie und Kurs schon bei 8,50 USD.

[sharepicker321]

Antwort auf Beitrag Nr.: 37.490.234 von KillingJoke am 30.06.09 08:00:16

nach meiner trendfolgemethode (12 + 26er tagel.) wäre jetzt auch wieder ein günstiger termin zum einsacken.

[KillingJoke]

Antwort auf Beitrag Nr.: 38.004.024 von sharepicker321 am 17.09.09 20:09:55

Ein Trend aufgrund einer 12/26 Tagelinie ist seit dem Wochenanfang 14.09. intakt, wir befinden uns mit Schlusskurs gestern (8,54 USD)auf einem 6-Monatshoch, wenn auch sehr knapp.
Wenn man es so sehen will: Laufen lassen, Luft wäre bis 12 USD.
Mit möglichen Gewinnmitnahmen beim Gesamtmarkt kann der Trend brechen.
Ich persönlich habe aber für Viropharma noch "Spekulationsphantasien"...
...meine aber nicht, dass sie drogeninduziert sind.

KJ

[KillingJoke]

Antwort auf Beitrag Nr.: 38.007.253 von KillingJoke am 18.09.09 10:08:35

Shares of ViroPharma Inc. rose to 9,98 USD after an Oppenheimer & Co. analyst upgraded the stock, citing the potential for sales of Cinryze and minimal impact to sales from generic versions of Vancocin.

[sharepicker321]

Antwort auf Beitrag Nr.: 38.074.515 von KillingJoke am 29.09.09 10:17:27

d. kurs kratzt im momment (schon) wieder an der 12-tage linie,
wobei d. aufwärtstrend d. 12-tagelinie u. d. konstellation d. anderen tagelinien voll in takt ist.
wieder neue kaufgelegenheit?








(ViroPharma Incorporated ist ein international tätiges Biotechnologie-Unternehmen von Weltruf und beschäftigt sich seit 1994 fast ausschließlich mit d. Entwicklung innovativer Produkte mit hohem medizinischem Bedarf.
ViroPharma hat 4 Produkte in der Pipeline; - 2 davon in der fase 3 u. zusätzlich 2 in der Vermarktungs-Fase. ViroPharma hat eine Marktkapitalisierung von mommentan nur 515 Mio Eur)

[sharepicker321]

der kurs von viro müßte normalerweise bald wieder neue höhen anstreben. dieser rücksetzer war nur eine technische reaktion auf den kursrückgang von amgen (wegen der hohen marktkapitalisierung) u. d. kurzzeit. rückgang beim dow.

[sharepicker321]

Antwort auf Beitrag Nr.: 38.007.253 von KillingJoke am 18.09.09 10:08:35

Der Aktienkurs war aber schon mal so bei 100 Eu im Jahr 2000.
- und das obwohl Viro zur damaligen Zeit (außer einer guten Fachkompetenz) noch kein einziges Produkt in der Vermarktungs-Fase hatte und ich glaube auch noch nicht profitabel war.
So 100Eu ist eigentlich schon meine Ziehlmarke auch wenn man bis dahin nochmal mit einer Korrektur zu rechnen hätte.
Aber die nächste Aktienhype wird auch immer sicherer ( (je länger doch die Leitzinsen auf niedrigem Niveau veharren)

[sharepicker321]

Antwort auf Beitrag Nr.: 38.007.253 von KillingJoke am 18.09.09 10:08:35

Nein, nein, nein.. mit nur 12Eu möchte ich mich da nicht abspeisen lassen,auch dann nicht wenn da eine Trendlinie verlaufen sollte.

[Poppholz]

ViroPharma posts net income in Q4

Feb 25, 2010 (Datamonitor via COMTEX) -- ViroPharma, a biopharmaceutical company, has reported a net income of $12.01 million, or $0.15 per diluted share, for the fourth quarter ended December 31, 2009, compared to a net loss of $2.31 million, or $0.03 per share, for the fourth quarter ended December 31, 2008.

For the fourth quarter of 2009, revenues were $87.83 million, compared to $50.02 million for the fourth quarter of 2008.

Net loss for the year ended December 31, 2009 was $11.07 million, or $0.14 per diluted share, compared to a net income $63.96 million, or $0.84 per share, for the year ended December 31, 2008.

For the year 2009, revenues were 310.45 million, compared to $232.31 million for the year 2008.

http://behavioralhealthcentral.com/index.php/20100225210801/…

[Poppholz]

[Viva11]

Kursziel wurde von 16 auf 18 Dollar erhöht sieht ja gut aus.

[Poppholz]

Antwort auf Beitrag Nr.: 39.196.356 von Viva11 am 23.03.10 12:24:43

der Chart ist super

[KillingJoke]

Antwort auf Beitrag Nr.: 39.196.463 von Poppholz am 23.03.10 12:38:13

Fast schon wieder zu gut.

[Poppholz]

Looking at ViroPharma Inc. performance since earnings; VPHM, EURX, MATK
Wednesday, 24 March 2010 04:23

Earnings releases can make investing tricky. Many traders try to time trades based on earnings filings, but usually find such trading is difficult and dangerous. It is often better to take a look at how the market has reacted to a company’s results a few weeks after the initial announcement.

ViroPharma Inc. (VPHM) [VPHM chart analysis] released its earnings filing on 02/24. The company reported a change in quarter-over-quarter sales of 75.60% and posted an EPS (trailing twelve months) of - .17.

By now the market has had time to settle in and look closely at the numbers. A stock’s performance in the few weeks following an announcement, compared to other stocks in its industry, the industry as a whole, and market as a whole, really tells you how investors and analysts felt about the announcement.


Compared to peers

One way to gauge performance is look at a stock compared to other stocks in its industry with similar market caps. VPHM peer Eurand N.V. (EURX) [EURX chart analysis] has seen a 19.35% stock price gain over about the last month, while another peer, Martek Biosciences Corp. (MATK) [MATK chart analysis] saw a 14.64% gain. So with a return of 29.46%, ViroPharma Inc. outgained EURX and beat MATK’s price performance over the last month.
Gilead Sciences Inc.

Compared to the S&P 500 Index

Now, let’s see how ViroPharma Inc. stock performance compares to the rest of the market by looking at it compared to the Standard & Poor’s 500 Index (.INX). Since 02/24, the S&P 500 index has returned around 6.2%, and again, VPHM saw about a 29.46% gain during that time. Not bad.

Compared to the rest of the “Biotechnology” industry

Since the VPHM announcement (about 30 days ago), the stock has posted a 29.46% gain. Over that same period, the stock’s industry, Biotechnology, saw a 6.92% gain. That means VPHM that has outperformed its industry as a whole 325.72% since the earnings announcement. Small differences aren’t significant, but when the spread is large it indicates the stock is either much more or much less favored than its group as a whole.

So by putting the returns in context by these comparisons, we can see how a stock’s performance since earnings really measures up and make our investing decisions on PRXL accordingly.

http://www.learningmarkets.com/News-Feed/2010032414796/looki…

[Poppholz]

Antwort auf Beitrag Nr.: 39.196.777 von KillingJoke am 23.03.10 13:16:55

läuft und läuft und läuft.

[KillingJoke]

Antwort auf Beitrag Nr.: 39.285.412 von Poppholz am 07.04.10 10:38:28

Naja,
bin mal gespannt, ob wir die 14,50 USD noch knacken.
Seit einem Monat eiert VPHM zwischen 13 und 14,50 USD.
Die grösseren Sprünge gab es eigentlich davor:
im Januar von 8 auf 10 USD,
im Februar von 10 auf 13 USD.

[sharepicker321]

Antwort auf Beitrag Nr.: 39.286.759 von KillingJoke am 07.04.10 13:19:47

Der Kurs von Viro bewegt sich nun wieder knapp über der 12-Tagelinie und die 12er über der 13er, wobei beide Linien nach Oben gerichtet sind. - Nach der Trendfolge-Methode deutet diese Konstellation auf weiter steigende Kurse hin.
Vielleicht sucht der MACD seinen Boden noch. -wenn er ihn aber gefunden hat müßt es normalerweise beim Kurs einen Auwärtsschub geben.

[sharepicker321]

Die 12er und 13-Tagelinien haben nun ihre Richtung in eine Fallende geändert, wobei der Aktienkurs unterhalb dieser beiden Linien notiert. Unter dem Gesichtspunkt, daß man bei Aktienspekulationen kein Risiko eingehen soll und der Macd noch keinen Boden gefunden hat, -und eine ähnliche Konstellation im Oktober bei Viro, - u. im März bei Antisoma -(war da vielleicht schon ein bissche extrem) vorherrschte, ist jetzt höhere Vorsicht angebracht.(auch unter Berücksichtigung daß der Kurs schon stark gestiegen ist, - obwohl ein Produkt aus der Phase2 gestrichen wurde.)

Nach der Trendfolge-Methode deutet diese Konstellation hier eher auf keine steigende Kurse hin sondern mahnt eher zur erhöhten Wachsamkeit.

[KillingJoke]

Antwort auf Beitrag Nr.: 39.286.759 von KillingJoke am 07.04.10 13:19:47

Viropharma ist unter die 13 USD gefallen, aktueller Kurs 12,72 USD
Grund waren die Q1 Zahlen vom 28.04.

http://www.reuters.com/article/idCNSGE63R0EQ20100428

April 28 (Reuters) - Specialty pharmaceutical company ViroPharma Inc (VPHM.O) posted a lower-than-expected quarterly profit, hurt by higher expenses, but raised the bottom end of its 2010 sales outlook for key drug Cinryze.
For the first quarter, the company posted a net income of $21.2 million, or 26 cents a share, compared to a net loss of $59.2 million, or 77 cents a share, in the year-ago quarter.
Revenue for the quarter was up 50 percent to $90.6 million.
Analysts on average expected the company to earn 32 cents a share, on revenue of $92.5 million, according to Thomson Reuters I/B/E/S.
Net sales of Cinryze, used for the treatment of hereditary angioedema -- a potentially fatal genetic disease -- rose about 421 percent to $35 million, the company said.

ViroPharma said it now expects full-year Cinryze sales of $155 million to $175 million. It had earlier forecast sales of $150 million $175 million.

Geplante Cinryze-Umsatzzahlen wurden wenigstens bestätigt.

[KillingJoke]

Interessanter Kauf:

Baker Brothers Life Sciences Capital Buys $25M Worth of Viropharma

http://www.thestreet.com/_yahoo/story/10743435/1/baker-bro-b…

[sharepicker321]

sieht iiirgendwie nicht gut aus, der Chart nach der Trendfolgemethode
Wie weit kann es wohl noch herunter gehen?

[sharepicker321]

hmmm, ..nach der Trendfolgemethode würde ich persönlich eher sagen "Finger weg von Viro" - und weitere Vorgehensweise abwarten

[sharepicker321]

Würde nicht so gut aussehen, wenn der MACD im 2-Wochenintervall die Trendlinie nach unten durchbrechen würde.

[Viva11]

sieht ja ganz gut aus , gibt es bald neue Zahlen?

[Poppholz]

Antwort auf Beitrag Nr.: 39.285.412 von Poppholz am 07.04.10 10:38:28

nach ein paar "ruhigen" Monaten steigt der Kurs wieder.

Mal schauen, ob der Knoten jetzt platzt.

[KillingJoke]

Antwort auf Beitrag Nr.: 40.178.956 von Poppholz am 20.09.10 16:27:31

Tag zusammen,

anbei eine kleine Zusammenstellung der Fakten zu VPHM.
Dies geschieht in Anlehnung an folgenden Artikel:
http://www.fool.com/investing/high-growth/2010/11/24/viropha…



Das Gute:
Viropharma hat ein gute Bilanz mit reichlich Cash (30.09.10: 448 Mio USD Cash oder Short Term Investments) und stetige Einnahmen (Q3: 38 Mio USD net income).

http://phx.corporate-ir.net/phoenix.zhtml?c=92320&p=irol-new…
ViroPharma Incorporated Reports Third Quarter 2010 Financial Results
Oct 27, 2010

"Improved working capital to $512 million as of September 30, 2010, including cash, cash equivalents and short-term investments of $448 million"
"Our GAAP net income grew to $38.3 million in the third quarter of 2010 as compared to $20.1 million in the comparative period in 2009"

Die Zahlen zu Vancocin und Cinryze waren unglaublich gut!

"Vancocin net sales during the three and nine months ended September 30, 2010 increased 31 percent to $67.6 million and 19 percent to $191.7 million"
"Cinryze net sales grew during the three and nine months ended September 30, 2010 to $49.1 million and $124.3 million, respectively, as compared to $29.1 million and $61.3 million in the same periods in 2009"


Das Schlechte:
zu Vancocin:
Der Patentschutz ist letztes Jahr ausgelaufen, d.h. es könnten Generika auf den Markt kommen.

zu Cinryze:
Im ersten Anlauf hat die Einwilligung der FDA zur Kapazitätsausweitung für die Cinryze Produktion nicht geklappt.

ViroPharma Receives Complete Response Letter for Cinryze(TM) (C1 Esterase Inhibitor [Human]) Industrial Scale Supplement
Oct 22, 2010
http://phx.corporate-ir.net/phoenix.zhtml?c=92320&p=irol-new…


Vermutlich in 2012 muss für Cinryze noch ein teurer Milestone an ehemalige LEV Pharma Aktionäre gezahlt werden:
http://phx.corporate-ir.net/phoenix.zhtml?c=92320&p=irol-new…
"The second CVR payment of $0.50 per share ($87.5 million) would become payable when Cinryze reaches at least $600 million in cumulative net product sales within 10 years of closing of the acquisition."

Ende 2008 startete die Vermarktung von Cinryze
In 2009 wurden mit Cinryze 97,3 Mio USD umgesetzt.
http://phx.corporate-ir.net/phoenix.zhtml?c=92320&p=irol-new…
"Cinryze net sales during the three and twelve months ended December 31, 2009 were $36.0 million and $97.3 million, respectively"
In 2010 werden vermutlich schon 170 bis 180 Mio USD umgesetzt.
Q3 Statement: "Net Cinryze sales are expected to be $170 to $180 million."


Nächste Katalysatoren:
In Q1/2011 steht die Kapazitätsausweitung für die Cinryze erneut vor der Prüfung, dann hoffentlich mit Zulassung.



Fazit:
VPHM ist eine unglaublich erfolgreiche Biotech Firma: es wird ordentlich Geld verdient.
Der Kurs befindet sich nah am 4 Jahres hoch.
Das der Kurs nach Q3 Zahlen nicht weiter angestiegen ist, liegt wohl am fehlenden Vancocin Patentschutz.
Es wird wichtig, die Kapazitäten für das ebenfalls erfolgreiche Cinryze auszubauen, um auf Wachstumspfad bleiben zu können.
Meine Vermutung ist, dass mit weiter ansteigendem Cash ein weiterer Zukauf geplant wird.
Auch ist VPHM selbst ein wenig Übernahmekandidat.


VPHM ist allerdings schon gut gelaufen.
Ich bin selbst schon seit längerem dabei und bin am überlegen, wann ich aussteige.

Gruss,
KJ

[piapatti]

Da kommt demnächst bei Viro was Grosses, nicht umsonst sind heute seit sehr langer Zeit wieder verhältnismäßig grosse Umsätze generiert - immerhin ca. 44.000 € -.

[KillingJoke]

Antwort auf Beitrag Nr.: 40.716.780 von piapatti am 15.12.10 18:03:03

Heute haben wir einen Ausbruck über das 3-Jahres hoch erlebt.
Das ist stark Stop-Buy getrieben.

[piapatti]

Viro wird aufgrund des Ausbruchs über das 3-Jahreshoch kurzfristig 25 bis 30 Dollar notieren - unabhängig von den Produkten, die sich in der Pipeline befinden.

[KillingJoke]

Antwort auf Beitrag Nr.: 40.719.079 von piapatti am 16.12.10 07:48:20

Nee, ist klar.

[Poppholz]

Antwort auf Beitrag Nr.: 40.719.079 von piapatti am 16.12.10 07:48:20

Momentan stimmt die Richtung. Aktuell $18,40.

Habe nichts dagegen das Du Recht hast.

[KillingJoke]

Antwort auf Beitrag Nr.: 40.597.409 von KillingJoke am 26.11.10 13:44:07

Viropharma liegt bei etwa 19 USD.
Ich bin immer noch dabei, immer noch am überlegen, wann ich aussteige.

Am liebsten hätte ich jetzt eine Meldung zur Genehmigung der Kapazitätsausweitung für die Produktion von Cinryze und nochmal einen ordentlichen Sprung.
Ob diese Meldung irgendwann kommt?

[KillingJoke]

Antwort auf Beitrag Nr.: 41.256.430 von KillingJoke am 23.03.11 21:31:07

Fürs Protokoll, ich habe meine Viropharma diese Woche bei knapp über 20 USD verkauft.
Das war eines meiner Langfristinvests, eingekauft in 2009 (OPTR).

Grund für meinen Verkauf ist die folgende Konstellation.
Optimer Pharmaceuticals (OPTR) hat am 05.04. einen FDA Panel für fidamoxicin.
Das Antibiotikum ist direkter Konkurent von von Viropharmas vancomycin.
Da Viropharma sehr gut gelaufen ist, befürchte ich die Konstellation, dass ein positives Panel für Optimer Druck auf die Aktie bringt; umgekehrt glaube ich nicht, das Viropharma groß von einem negativen Panel groß profitieren wird.

Vielleicht steige ich danach nochmal ein in der Hoffnung gute News bezgl. EU Zulassung und Produktionsausweitung.

Grüsse

[KillingJoke]

Antwort auf Beitrag Nr.: 41.303.481 von KillingJoke am 01.04.11 13:12:30

Interessant.
Optimer (OPTR) bringt gestern sein fidamoxicin sehr erfolgreich durch das Panel.
Am Ende war die Abstimmung mit 13:0 ganz eindeutig.
Die Aktie von Optimer war vom Handel ausgesetzt und reagiert nach Wiedereröffnung im nachbörslichen Handel mit einem leichten Verlust von 13.80 USD auf 13.62 USD.

Auch Viropharma (VPHM) zeigt sich unbeeindruckt vom Abstimmungsergebnis. VPHM schliesst bei 20.43 USD nahe dem Tageshoch (+1,9%).

Ich mag dem Markt eine Grundintelligenz nicht absprechen.
Deshalb schliesse ich: "Alles schon eingepreist".

[Poppholz]

Antwort auf Beitrag Nr.: 41.327.011 von KillingJoke am 06.04.11 12:20:24

inzwischen haben wir den Boden auch durchschritten.

Die Kurse liegen wieder über der $20,-Marke.

Mal schauen wo die Reise noch hingeht.

[Poppholz]

Antwort auf Beitrag Nr.: 41.756.726 von Poppholz am 07.07.11 16:21:17

also mir gefällt die Reise.

Auch wenn ich hier alleine fahre.

[Geisterhund]

Zitat von Poppholz: also mir gefällt die Reise.

Auch wenn ich hier alleine fahre.

You never walk alone ...

Könnte mir trotzdem jemand erklären, ob ich gerade was Fundamentales hinter dem Anstieg verpaßt habe?

Danke

GH

[hanschmi]

Antwort auf Beitrag Nr.: 42.539.403 von Poppholz am 02.01.12 15:08:03

Also ich reise schon seit April 2006 mit ... und bin zum erdten Mal fett im Plus mit der Aktie :-)

Ich glaube aber ganz langsam ist die Luft raus. Auch wenn ich die steuerfreiheit aufgebe, werde ich wohl demnächst mal verkaufen ...

[Poppholz]

Antwort auf Beitrag Nr.: 42.643.230 von hanschmi am 25.01.12 08:41:57

Der Chart sieht sehr gut aus.



Der Rücksetzer hat dem Verlauf gut getan und nun sollte es weiter rauf gehen.

STOP LOSS nachziehen und schauen wohin die Reise geht.

[steven_trader]

Antwort auf Beitrag Nr.: 42.962.221 von Poppholz am 27.03.12 17:32:25

und wieder typisch biotech. riesiges gab mit eröffnung von minus 20%.
da nützt der beste stop nichts. biotechaktien sind auf grund der nicht zu prognostizierenden fda entscheidungen einfach unberechenbar.
ich bin immer wieder froh, wenn mein system keine biotechaktie als kaufkandidat auswählt.

[Poppholz]

Antwort auf Beitrag Nr.: 43.021.831 von steven_trader am 10.04.12 22:20:35

kann ich gut nachvollziehen.

BIOs beanspruchen das Nervenkostüm schon gewaltig.

[Poppholz]

Antwort auf Beitrag Nr.: 42.962.221 von Poppholz am 27.03.12 17:32:25

somit ist die Korrektur auch verarbeitet.