Jazz Pharmaceuticals bringt Musik rein - 500 Beiträge pro Seite

[Der.Eroberer]

Der Kurs von JAZZ ist in jüngster Vergangenheit zu Unrecht in die
Knie gegangen. Es befinden sich Produkte in der Vermarktung und Anfang
Oktober steht die nächste Zulassung an. Dieses Jahr wird mit einem
Umsatz von bis zu 160 Mio Dollar gerechnet. Dies entspricht einem
Umsatzwachstum von über 20 %. Das KGV für dieses Jahr liegt bei
bescheidenen 10. Für das nächste Jahr sinkt dieser Wert gar auf 6!

Der Wert unterliegt großen Schwankungen. Dieses wird sich bis zum
Zulassungstermin nicht ändern. Jedoch wird JZP-6 eine relativ gute Chance
bei der Zulassung eingeräumt.

Des Weiteren wäre zu erwähnen, dass Insider unlängst für 7 Mio Dollar
eigene Anteile gekauft haben. Nicht unbedingt ein schlechtes Zeichen.

Dies alles bekommt man für eine Marktkapitalisierung von knapp 240 Mio Dollar.

[tradepunk]

Antwort auf Beitrag Nr.: 39.619.864 von Der.Eroberer am 02.06.10 12:54:29

Hättste Das nicht vor nem Jahr sagen können?

Sieht aber trotzdem noch kaufenswert aus!

(Watchliszt!)

[Der.Eroberer]

Ich habe Jazz die ganze Zeit beobachtet, aber es gab keinen nennenswerten
Rücksetzer. Nun scheint die Zeit gekommen zu sein. Heute wieder
schöne Kaufkurse. In 4 Monaten werden wir ganz andere Kurse sehen.

[BrauchGeld]

Antwort auf Beitrag Nr.: 39.635.274 von Der.Eroberer am 04.06.10 20:52:58

Ich hab jazz mal tatsächlich für unter 1$ gekauft hab die aber mit rund 50%+ wieder verkauft weil die kurz vorm Bankrott standen und mit 120 Mio$ immer noch verschuldet sind .

[Der.Eroberer]

Da hast du mal wieder ein gutes Näschen bewiesen, leider nicht voll mitgegangen.

Die 120 Mio sind aber nicht mehr aktuell. JAZZ hat vor kurzem rund
60 Mio zur Schuldentilgung über den Markt eingeholt. Bei der Gewinn-
situation sollte der Rest dann kein Problem mehr darstellen. Nach erfolgter
Zulassung im Oktober könnte man sich über eine weitere Kapitalerhöhung
endgültig aller Sorgen entledigen.

[Der.Eroberer]

JAZZ wird in den Russell 3000 aufgenommen. Die vorläufige Neuzusammenstellung
wurde gestern nach Börsenschluss bekannt gegeben. Muss nicht gerade nachteilig sein...

http://www.russell.com/indexes/membership/Reconstitution/Rec…

[Der.Eroberer]

Am 20.08. wird das Advisory Panel einen Vorschlag zur Zulassung von JZP-6 abgeben. In
der Mehrheit wird bis dato mit einem positiven Ergebnis gerechnet. Habe heute nochmals
aufgestockt, sehe hier bis Mitte August 30-40% Potenzial. Zahlen zum Q2 werden ebenfalls
noch im August geliefert. Hier ist Action angesagt...

[Der.Eroberer]

Heute nun der erste Anlauf in Richtung 10 Dollar. Diese Marke wird den Kurs nicht lange
aufhalten können. In etwas über 2 Wochen tagt das Advisory Panel...

[Der.Eroberer]

PALO ALTO, Calif., Aug. 10 /PRNewswire-FirstCall/ -- Jazz Pharmaceuticals, Inc. (Nasdaq:JAZZ - News) today announced financial results for the second quarter ended June 30, 2010 and updated financial guidance for 2010. The company's updated financial guidance reflects higher expected sales of XYREM® (sodium oxybate) and the effects of recent financing activities.

Total revenues for the quarter ended June 30, 2010 were $40.5 million, compared to $37.3 million for the quarter ended June 30, 2009. Total revenues included net product sales, royalties and contract revenues.

For the second quarter of 2010, net product sales increased 49 percent to $39.5 million, compared to $26.5 million in the second quarter of 2009. Xyrem net sales for the second quarter of 2010 were $33.7 million, compared to $22.4 million for the second quarter of 2009, representing a 51 percent increase. The increase in Xyrem net sales in the second quarter of 2010 was primarily due to the impact of price increases, as well as an increase in prescription volume. Net sales of once-daily LUVOX CR® (fluvoxamine maleate) extended-release capsules were $5.8 million for the quarter, compared to $4.1 million for the second quarter of 2009, representing a 41 percent increase.

"Our strong quarterly results demonstrate the continued growing demand for Xyrem and reflect the significant steps we've taken to strengthen our balance sheet," said Bruce Cozadd, chief executive officer of Jazz Pharmaceuticals. "We look forward to the upcoming FDA advisory committee meeting for our JZP-6 product candidate in fibromyalgia, a debilitating and difficult to treat disease for which patients and physicians continue to seek alternative treatment options."

Royalties and contract revenues for the quarter ended June 30, 2010 were $1.0 million, compared to $10.8 million for the second quarter of 2009. Contract revenues for the second quarter of 2009 included a $10.0 million milestone from UCB Pharma Limited related to completion of the second Phase III clinical study of JZP-6 (sodium oxybate) in patients with fibromyalgia.

Research and development expenses were $8.0 million for the quarter ended June 30, 2010 compared to $11.2 million for the quarter ended June 30, 2009. Research and development spending in the second quarter of 2010 was primarily focused on activities to support the company's new drug application for JZP-6 in fibromyalgia, as well as development of solid oral dosage forms of sodium oxybate. Research and development expenses were lower in the second quarter of 2010 compared to the same period of 2009, as the pivotal clinical studies to support JZP-6 were largely completed last year.

Selling, general and administrative expenses for the quarter ended June 30, 2010 were $17.1 million, compared to $13.7 million for the quarter ended June 30, 2009. Selling, general and administrative expenses were higher year over year primarily due to continued planning activities related to the potential launch of JZP-6, as well as higher personnel expenses including stock-based compensation.

During the second quarter, Jazz Pharmaceuticals prepaid the $116.5 million balance on its 15 percent senior notes. In May 2010, the company used the net proceeds from a public offering of its common stock to prepay $53.0 million in principal of the notes. In June 2010, the company prepaid the remaining $63.5 million principal amount of the notes using a combination of cash on hand and the net proceeds of a new three-year credit agreement that consists of a $50.0 million term loan and a $15 million revolving credit facility, which bear interest at a floating rate that was 5.75 percent as of June 30, 2010. As of June 30, 2010, $7.4 million was outstanding under the revolving credit facility. As a result of these transactions, the company's second quarter 2010 financial results include a recorded loss on extinguishment of debt of $12.3 million, comprised of $8.5 million of prepayment premiums and fees, and a non-cash charge of $3.8 million primarily related to unamortized debt discount.

For the second quarter of 2010, the company reported a net loss of $6.4 million, or $0.18 per diluted share, compared to net income of $2.2 million, or $0.07 per diluted share, for the quarter ended June 30, 2009. The GAAP net loss was due to the recorded loss on extinguishment of debt.

Adjusted net income for the quarter ended June 30, 2010 was $10.5 million, or $0.28 per diluted share, compared to an adjusted net loss of $4.6 million, or $0.16 per diluted share, for the same period of 2009. Adjusted net income (loss) and adjusted net income (loss) per diluted share are non-GAAP financial measures that exclude from GAAP net income (loss) and GAAP net income (loss) per diluted share revenue related to upfront and milestone payments, and certain expenses comprised of loss on extinguishment of debt, amortization of intangible assets, stock-based compensation and non-cash interest expense associated with debt discount and debt issuance costs. A reconciliation of adjusted net income (loss) and adjusted net income (loss) per diluted share to GAAP net income (loss) and GAAP net income (loss) per diluted share is available in a table included at the end of this press release.

"We are very pleased with the improvements we've made this year on our balance sheet. Our recently completed common stock offering and new credit facility have allowed us to significantly reduce our long-term debt," said Kate Falberg, senior vice president and chief financial officer of Jazz Pharmaceuticals. "With this improved capital structure in place and our anticipated cash flow from operations, we believe we have sufficient resources to fund our business moving forward, and to leverage opportunities for future growth, including the launch of JZP-6, if approved by the FDA."

Updated 2010 Guidance

Jazz Pharmaceuticals is revising its full year 2010 guidance to increase the company's adjusted net income per share guidance and provide updated estimates of full year product sales and operating expenses. The revised financial guidance also reflects the impact of the recent financing activities. The new financial guidance for 2010 is as follows:

Total product sales, net
$156 – $162 million

Xyrem
$132 – $136 million

Luvox CR
$24 – $26 million

Gross margin
greater than 90%

SG&A expenses
$70 – $75 million

R&D expenses
$28 – $32 million

GAAP net income per diluted share
$0.32 – $0.41

Adjusted net income per diluted share(1)
$1.05 – $1.15




(1) A reconciliation to GAAP net income per diluted share is available in a table at the end of this press release.






Recent Developments

In May and June, respectively, Jazz Pharmaceuticals announced that Rick E Winningham and Paul L. Berns were appointed to the company's Board of Directors. Mr. Winningham is Chairman and CEO of Theravance, Inc. and Mr. Berns is President and Chief Executive Officer, and a member of the Board of Directors, of Allos Therapeutics. Both Mr. Winningham and Mr. Berns bring significant pharmaceutical marketing and industry leadership experience to the Board.
In June, data from the company's Phase III pivotal trials for JZP-6 in fibromyalgia were presented at the Associated Professional Sleep Societies (APSS) and European League Against Rheumatism (EULAR) meetings.
In June, Jazz Pharmaceuticals announced that the U.S. Food and Drug Administration's (FDA) Arthritis Advisory Committee and Drug Safety and Risk Management Advisory Committee will review JZP-6 (sodium oxybate) for the treatment of fibromyalgia at a joint meeting on August 20.
In July, Jazz Pharmaceuticals was issued two additional U.S. patents covering the distribution system for Xyrem. These patents, which are listed in FDA's Orange Book and expire in 2024, broaden the intellectual property protection for Xyrem. The company anticipates that one or more of its distribution system patents will also cover the final distribution system for its JZP-6 product candidate for the treatment of fibromyalgia, if JZP-6 is approved by the FDA.
In August, UCB announced that it has filed an application for approval of Xyrem (sodium oxybate) for the treatment of fibromyalgia with the European Medicines Agency (EMA). Under its collaboration with UCB, Jazz Pharmaceuticals would receive a milestone payment upon approval of JZP-6 in Europe and royalties from product sales.
Following a portfolio review, Jazz Pharmaceuticals will continue to seek a partner for JZP-4, its potential treatment for epilepsy and bipolar disorder, and will no longer pursue development of JZP-7, its ropinirole gel product candidate for restless legs syndrome. The company is continuing the development of JZP-8, its candidate for the potential treatment of recurrent acute repetitive seizures in epilepsy patients.



Investor Conference Call

Jazz Pharmaceuticals will host an investor conference call and live audio webcast today (August 10, 2010) at 4:30 PM Eastern Time/1:30 PM Pacific Time to discuss these results and provide a company update. The live webcast may be accessed from the Investors section of the Jazz Pharmaceuticals website at www.jazzpharmaceuticals.com. Please connect to the website prior to the start of the conference call to ensure adequate time for any software downloads that may be necessary. Investors may participate in the conference call by dialing 866-770-7125 in the U.S., or 617-213-8066 outside the U.S., and entering passcode 89022514.

An archived version of the webcast will be available for at least one week on the investors section of the Jazz Pharmaceuticals' website at www.jazzpharmaceuticals.com

[Der.Eroberer]

+ 9,7% an solch einem Tag.

Der Run-Up kommt in Fahrt. Die Zahlen waren wohl die Initialzündung...

[Der.Eroberer]

Habe heute den Großteil meiner Posi gegeben.
Gehe nun mit den restlichen 20% meiner Anteile
in die Panel-Sitzung. übermorgen wird dann
die Zulassungsentscheidung fallen.

[Der.Eroberer]

JAZZ hat einen Rückschlag erlitten. Das Advisory Panel hat deutlich gegen JZP-6 gestimmt,
somit ist eine Zulassung zunächst äußerst unwahrscheinlich geworden.

Das bedeutet noch nicht das Ende. Die Bedenken haben sich in Richtung Missbrauch gerichtet.
Sollte man hier das Überwachungsverfahren, dass es auch bei Xyrem gibt verschärfen können,
dann ist man mit JZP-6 wieder im Spiel.

Am Montag wird es einen heftigen Kursrücksetzer geben, dennoch rechne ich nicht mit einem
Totalausverkauf. JAZZ hat ein bestehendes Geschäft, dass 160 Mio Dollar Umsatz generiert.

Hier hat sich die Run-Up-Methode wieder bewährt. Die Verluste sind nach dem Teilverkauf
diese Woche überschaubar, der Kurs wird wieder auf die Beine kommen, denn JAZZ ist
bewertungstechnisch einfach nur günstig. Ich lege mich am Montag wieder auf die Lauer...

[urgera]

Hat sich schon lange nichts mehr getan hier. Diese Meldung habe ich gestern erhalten zu JAZZ:

Das im Jahr 2003 gegründete Unternehmen vermeldete im Jahr 2010 erstmals Profitabilität und konnte seither mehrmals in Folge mit Gewinn und Umsatzüberraschungen aufwarten. Im letzen Quartal konnte der Umsatz um satte 43% gegenüber dem Vergleichsquartal in 2010 gesteigert werden. Ebenso der Gewinn, der bei 26,6 Millionen USD lag. Der starke Umsatzanstieg ist den beiden erfolgreichen Medikamenten Xyrem und Luvox zu verdanken. Es ist davon auszugehen, dass die Firma weiterhin starkes Umsatz-wachstum generieren wird und zudem ein eventuell potentielles Übernahmeziel ist.
Wir empfehlen daher die Aktie zum Kauf. Kaufkurse: 26-27 USD Börse: Nasdaq, New York.

Quelle: www.futuretrade24.de / Free Report Mai 2011

[lucky27]

So, durch die Wirren der letzten Tage mal eine kleine Position erstanden.
Mal schauen wie tief es hier noch geht.

Ist zwar ein riskanter Pharmatitel, allerdings auch mit enormen Chancen in der mittleren Zukunft :-)