Was haltet ihr von IMCLONE - 500 Beiträge pro Seite

[Mr.Atta]

Da Imclone hier am Board sehr vernachlässigt wird, versuche ich das Thema mal ans Laufen zu bringen.
Was haltet ihr von Imclone ?
Hat sich doch bei Korrektur doch "Relativ" gut gehalten.
Ich bitte um eure Meinungen.

[METOX]

Imclone hat sich die letzten Wochen sehr gut gehalten. Am 20 Mai kommen neue Ergebnisse von der letzten Cancer Study...hoffen wir auf das beste, ich werde auf jeden Fall investiert bleiben...

[powdergran]

Hi Mr.Atta !!

"Relativ" im Vergleich zu anderen Biotech-Aktien, die ins Bodenlose abgestürzt sind.

Imclone ist eine Biotechaktie mit noch hohem Potential. Ich verkaufe sie nicht unter 150 Euro und die werden wir vermutlich bald sehen...

mfg powdergran

[Master P]

....hab mir auch vor ca. einem Monat ein paar für 104 ins Depot gelegt...! Werde sie mind. noch ein Jahr behalten....!
PS: Bei solchen Werten IMMER mit Stop-Loss arbeiten (bei Imclone würde ich ca. 75 sagen....)! Bei Viropharma war das BESTE, sonst hätte ich jetzt Verlust von knapp 80%......!
Hier übrigens ein interessanter Artikerl (für die der engl. Sprache mach ich eine seeehr schnell Zusammenfassung: entweder ist ImClone in 4 Jahren nichts mehr wert, ODER wenn das/die Produkt/e einschlagen, gibt es kein halten mehr für die Aktie...!)(seeehr frei übersetzt...)
FAZIT: sehr hohe Risiken, sehr hohe Chancen!


Thursday May 4, 2:41 pm Eastern Time
worldlyinvestor.com Sector of the Day
Some Biotechs Ready to Rally
By Nadine Wong, Biotech Stocks Columnist

Some biotechs have an uncertain future, but here are four companies with products and profits.


Recently, biotechs have experienced a rally on some scientific victories. For instance, the promise of gene therapy appears to be back on track after researchers in France repaired the immune systems of two babies with a rare type of immune disorder.

In addition, scientists found that they might be able to slow down the aging process. The fountain of youth at last!

Finally, there were the first-quarter earnings releases from biotechs that showed that most companies had substantial cash in the till, were positioned to fund their trials and have negotiating power for favorable collaborations.

More good news may come from the American Society of Clinical Oncology`s annual conference in New Orleans this month. The high-profile conference will allow drug companies and their researchers to release, update and report the status of their clinical trials. I have several companies in mind whose share prices may get a lift from the upcoming flow of news streaming from the conference.

Companies such as Progenics Pharmaceuticals (Nasdaq:PGNX - news), Supergen (Nasdaq:SUPG - news), Celgene (Nasdaq:CELG - news) and ImClone Systems (Nasdaq:IMCL - news) each have their own unique strengths. These companies have real products that will translate into profits. More importantly, they all have a bright and promising future.

The Topic of Cancer
Finding a treatment for cancer is enormously important to biotech companies. Currently, there are about 140 biotech-derived, cancer-related therapeutics undergoing human clinical trials.

Development Stage Rehearsals
Then there is ImClone, whose lead candidate and primary value driver is C225, a monoclonal anti-body that is in Phase III clinical trials for head and neck carcinoma. I expect C225 will eventually make it onto the market. The potential for C225 can be likened to Genentech`s (NYSENA - news) Herceptin, a similar antibody that has met with enormous success in its first year on the cancer market.

The estimated market potential for C225 could easily exceed $500 million in annual sales and could approach $1 billion as additional indications are added. What makes ImClone even more attractive is that the company has retained full marketing rights to C225 in the US and Canada and is the main supplier of this therapeutic.

Both Progenics and Imclone are typical development-stage biotech companies, whose near-term valuation will likely be based on the prospects of its most advanced product candidates. Unfortunately, there are several risk factors that could face either company, such as GMK or C225 come up short on its clinical efficacy profile and with other companies competing in the cancer field.

Avenues of Revenues
Next are Celgene and Supergen, whose underlying strengths are that each already has a product on the market that generates revenue. For Celgene, it is Thamolid for erythema nodosum leprosum, a complication the chronic bacterial disease leprosy, and for Supergen it is Nipent for the treatment of hairy cell leukemia.

The developmental milestones of Rubitecan will be the main driver for Supergen`s shares. Rubitecan is the company`s anti-cancer compound, which is in Phase III clinical trials for pancreatic cancer. This compound has the potential for broad use across multiple tumor types and is in trials for eleven indications in the US and seven additional indications in Europe.

The Phase III pancreatic cancer trial has accrued over 500 patients to date and Supergen plans to launch Rubitecan in the third quarter of 2001. Pancreatic cancer affects 28,000 people in the US and represents a $215 million market opportunity for Supergen with projected sales of $129 million in 2001. The current treatment of choice for pancreatic cancer is Eli Lilly`s (NYSE:LLY - news) Gemzar.

[Master P]

....übrigens hier noch etwas kleines (nachzulesen unter biz.yahoo.com/000510/6952.html):

.......
ImClone (Nasdaq:IMCL - news)........G.E.S...They`ll fly if their cancer drug works..........They`ll tank if it fails (report due May 20).......

[Mr.Atta]

Das hört sich ja interesant an.
Kann mir einer aktuelle Zahlen nennen, wie z.B. Marktkap., KGV, Gewinnschätzungen, Einnahmen, Kooperationen usw.
Vielen Dank für die Infos.

[IWA Japan]

Ist da Idec Pharmaceuticals (IDPH) nicht deutlich besser, allein schon wegen der Pipeline:
IMCL hat ein Produkt ein Phase III und sonst nur 2 überhaupt in Entwicklung, dagegen sieht es bei IDPH schon anders aus:

Rituxan: Certain B-cell NHL US: Approved,EU: Approved, Japan: Phase III Genentech (US co-promotion)

ZEVALINTM: Certain B-cell NHL Phase III completed Schering AG (ex-US)
Autoimmune Disease and Inflammatory Disease
Product Candidate Indication Status Partnerships

IDEC-131: Systemic Lupus Erythyematous (SLE) Phase II completed Eisai

IDEC-151 Rheumatoid Arthritis Phase II SmithKline Beecham

IDEC-152 Asthma Phase I Seikagaku
IDEC-114 Psoriasis Phase I/II Mitsubishi (Asia)

oder das Ganze noch mal tabellarisch unter:
http://www.idecpharm.com/product/pr_prod.html

[IWA Japan]

Hier noch die aktuelle IMclone-Meldung:

New York, May 11 (Bloomberg) -- ImClone Systems Inc., a biotechnology company working to bring its first drug to market, will present ``compelling`` data this month on human trials of its experimental cancer treatment IMC225, the company`s chief executive said.

ImClone will discuss results of a drug trial in patients with head and neck cancer, and a second study of the drug in patients with colorectal cancer at a May 21 medical meeting.

``It`s going to be very compelling data,`` said ImClone Chief Executive Sam Waksal. ``You`re going to be very excited.`` Investors are particularly interested in results from the colorectal cancer trial because ImClone has yet to discuss how the drug performs in treating that disease, one of the deadliest cancers.

``The investment community has viewed ImClone as just a head- and-neck cancer company,`` said Jim McCamant, an analyst with the Medical Technology Stock Letter.

ImClone shares more than doubled this year. The company`s shares fell 3/8 to 88 in late afternoon trading.

The colorectal trial is one of two so-called Phase II trials that ImClone is conducting in a bid to win quick approval of the drug. It`s also conducting a Phase II trial in patients with advanced head and neck cancer.

Waksal declined to comment on the data in advance of presentation at a meeting of the American Society of Clinical Oncology`s annual meeting, the world`s biggest annual gathering of cancer specialists. Organizers of that conference prohibit companies from discussing their research prior to their presentation.

FDA Application

Should the results of either trial provide compelling evidence about the drug`s safety and effectiveness, ImClone could ask the U.S. Food and Drug Administration to approve the product based on the Phase II trials. The FDA generally requires that drugmakers conduct a larger Phase III trial before considering a new approval for treatment.

``If the FDA agrees and the data is as good as we hope, then we will move forward for accelerated approval with the refractory patients,`` Waksal said.

That could enable ImClone to introduce the drug in the U.S. in the first quarter of next year, McCamant said. If the FDA requires ImClone to complete a full Phase III trial, it could take about another year to win approval of the product, he said.

While the presentations at the cancer conference will give investors a sense as to how the trials are going, they will include a small number of patients enrolled in those trials, which won`t give researchers enough evidence to determine whether the results are statistically significant.

``If the data looks good, it certainly would be very exciting,`` said Marie Warburg, a fund manager with BB Biotech, which holds some 865,000 ImClone shares. ``But they still have to complete the trials before we know if they have an approvable drug.``

May/11/2000 15:23 GMT



Müsste sich eigentlich lohnen, noch vor dem 21.Mai zu kaufen, oder etwa nicht?
Wenn die Test positiv verlaufen, könnte Imclone signifikant den 100$-Wiederstand überwinden und hätte dann deutlichres Potential nach oben!

[IWA Japan]

ImClone kaufen?!
Am 21.Mai kommen die Ergrbnisse der Teststudie, dann könnte der Kurs einen neuen IMpuls erhalten und somit über 100$ hinaus ausbrechen!

[Master P]

...hier übrigens die neusten Zahlen (wenig aussagegebend für solch ein Unternehmen meiner Meinung nach...!):

Tuesday May 16, 6:30 am Eastern Time
Company Press Release

ImClone Systems Reports First Quarter 2000 Financial Results
NEW YORK--(BW HealthWire)--May 16, 2000--ImClone Systems Incorporated (Nasdaq:IMCL - news) announced today financial results for the first quarter ended March 31, 2000. The Company reported revenues of $206,000 for the three-month period as compared to $629,000 for the same period last year. The net loss to common stockholders for the quarter was $12,759,000 or $0.43 per share, as compared to a net loss to common stockholders of $9,006,000, or $0.37 per share for the quarter ended March 31, 1999.

Quarterly Overview

In January, ImClone Systems announced the issuance of a U.S. patent covering its Repair Chain Reaction (RCR) DNA probe technology. A highly effective in vitro DNA diagnostic technique for amplifying and detecting DNA targets in a rapid, highly sensitive and specific manner, RCR was developed by ImClone Systems and licensed to Abbott Laboratories in 1992. The issuance of this patent triggered a $500,000 milestone payment from Abbott Laboratories.

Also in January, ImClone Systems announced that a $4 million milestone payment was triggered in its development and commercialization agreement with Merck KGaA for IMC-C225 for territories outside of North America. The achievement of the milestone was related to ImClone Systems` preparation and delivery of a regulatory document to Merck KGaA for their submission for a Phase II study of IMC-C225 in Spain for patients with refractory advanced squamous cell head and neck carcinoma.

In February, ImClone Systems announced that it entered into a licensing agreement with SmithKline Beecham for certain proprietary antigens and related intellectual property for inclusion in a vaccine against meningitis. Under the terms of the agreement, ImClone Systems received an upfront fee and will be entitled to receive payments upon the achievement by SmithKline Beecham of certain clinical and regulatory milestones. ImClone Systems will also receive royalties on sales of any future products incorporating ImClone Systems technology.

Also in February, ImClone Systems completed a placement of $240 million of its 5 1/2% Convertible Subordinated Notes due 2005. The notes are convertible into ImClone Systems` common stock at a conversion price of $110.18 per share, subject to adjustment due to certain events.

In March, ImClone Systems announced the issuance of a Japanese patent covering its RCR technology.

Also in March, ImClone Systems announced the achievement of a milestone relating to the expansion into France of Merck KGaA`s Phase II study of combination IMC-C225 and cisplatin in patients with refractory advanced squamous cell head and neck carcinoma. ImClone Systems also announced that it would receive a $2 million payment from Merck KGaA for the achievement of this milestone.

Also in March, the Company announced that it was awarded a Phase I Small Business Innovation Research (SBIR) grant by the National Cancer Institute to study to effect of active immunization on the inhibition of tumor angiogenesis.

ImClone Systems Incorporated is advancing oncology care by developing a portfolio of targeted biologic treatments, which address the medical needs of patients with a variety of cancers. The Company`s three programs include growth factor blockers, cancer vaccines and anti-angiogenesis therapeutics. ImClone Systems` strategy is to become a fully-integrated biopharmaceutical company by taking its development programs from the research stage to the market. ImClone Systems is headquartered in New York City with manufacturing facilities in Somerville, New Jersey.

Except for the historical information contained herein, the matters discussed in this news release may include forward-looking statements. Actual results may differ materially from those predicted in such forward-looking statements due to the risks and uncertainties inherent in the Company`s business, including, without limitation, risks and uncertainties in obtaining and maintaining regulatory approval, market acceptance of and continuing demand for the Company`s products, the impact of competitive products and pricing, and the Company`s ability to obtain additional financing to support its operations. The Company undertakes no obligation to revise or update this press release to reflect events or circumstances after the date hereof.


IMCLONE SYSTEMS INCORPORATED
Consolidated Statements of Operations
(in thousands, except per share data)
(unaudited)

Three Months Ended
March 31,
------------- -------------
2000 1999
------------- -------------

Revenues $ 206 $ 629

Operating expenses:
Research and development 11,101 6,354
General and administrative 3,126 2,002
------------- -------------
Total operating expenses 14,227 8,356
------------- -------------

Operating loss (14,021) (7,727)
------------- -------------
Other:
Interest income (3,187) (604)
Interest expense 1,221 123
Loss on securities available
for sale 2 832
------------- -------------
Net interest and other (income) loss (1,964) 351
------------- -------------

Net loss (12,057) (8,078)
Preferred dividends (including
assumed incremental yield
attributable to beneficial
conversion feature) 702 928
------------- -------------
Net loss to common stockholders $ (12,759) $ (9,006)
============= =============


Basic and diluted net loss
per common share $ (0.43) $ (0.37)
============= =============

Weighted average shares outstanding 29,968 24,447
============= =============



Consolidated Condensed Balance Sheets
(in thousands)
(unaudited)

March 31, December 31,
Assets 2000 1999
-------------- --------------
Current assets:
Cash and cash equivalents $ 20,512 $ 12,016
Securities available for sale 322,037 107,352
Other current assets 13,956 7,757
-------------- --------------
Total current assets 356,505 127,125

Property and equipment, net 21,785 17,215
Other assets, net 9,300 1,354
-------------- -------------
Total assets $ 387,590 $ 145,694
============== =============

Liabilities and
stockholders equity

Current liabilities $ 36,506 $ 30,061
Long-term obligations 243,118 3,335
-------------- -------------
Total liabilities 279,624 33,396

Stockholders` equity 107,966 112,298
-------------- -------------
Total liabilities and
stockholders` equity $ 387,590 $ 145,694
============== =============


--------------------------------------------------------------------------------
Contact:
ImClone Systems Incorporated
Andrea Rabney
Assistant Vice President,
Corporate Communications
or
Jason Farber
Communications Specialist,
Corporate Communications
[phone]
or
Burns McClellan, Inc.
Justin Jackson (media)
Ethan Denkensohn (investors)
[phone]

[Master P]

....na also: endlich (wieder) mal was positives zu unserer guten(?), alten ImClone (war schon letzte Woche kurz davor, meinen 5%-Depotanteil ImClone rauszuhauen....alles wie z.B Vertex,Sepracor etc. lief nur unserer ImClone nicht....hoffentlich hat keiner meinen Tip befolgt, bei 75 rauszugehen....!?)

http://finance.yahoo.com/q?s=imcl&d=v1


...ImClone strikes back...! hoffentlich war das jetzt der Start der Rally (hoffentlich nur für ImClone, denn die anderen haben`s ja schon hinter sich!)

[IWA Japan]

Monday, August 14, 2000

Lehman upgrades ImClone
--10:28 am - By Tomi Kilgore
ImClone Systems (IMCL: news, msgs) is flying 14 5/8, or 21 percent, to 35 1/8. Analyst Michael Wood at Lehman Bros. upgraded the stock to an "outperform" from a "neutral" and raised its price target to $96 from $73. The company told Wood that its meeting with the Food and Drug Administration regarding its colorectal cancer treatment was "successful." Wood believes a marketing approval applications is planned to be filed in the first quarter of next year, which is slightly behind previous guidance.

[Magic Mitch]

Ja, spinn´ ich denn oder ist comdirect mal wieder comdefect??? 25 % heute bei Imclone! Ich habe keine Ad-Hoc-Meldung gefunden, was ist denn da bitteschön los? Dagegen sind Vertex, Sepracor oder auch Thiel ja die reinsten lahmen Enten. Hoffentlich ist das kein Strohfeuer!
Magic Mitch

[poor_one]

Trotz +25 % hat es aber noch nicht gereicht, aus der Seitwärtsbewegung signifikant auszubrechen.

[Master P]

...so Leude, langsam wird charttechnisch (wieder mal) interessant...!!!!
hier das Neueste:
http://biz.yahoo.com/oo/000823/35326.html

[Master P]

...noch ein paar $ und der Weg zu den Alltimehigh(`s) ist frei....!!!

PS:glaube aber, wir müssen nochmals kurz luft holen....sieht alles seeeehr nach (kurzfristig) überkauft aus....!

PPS:dafür haben wir alle Durchschnittslinien nach oben durchbrochen.....!

[Master P]

Sorry, Leudde
bin letzten Freitag ausgestiegen....wie es ja schon wieder z.Zt. ausschaut, kann ImClone schon wieder nicht nach oben ausbrechen...!!

PS:Hab in Mologen getauscht....s.Mologen-Threads!



PPS:vielleicht werde ich bald ImClone wieder kaufen....?!?!

[dosto]

hallo iwa japan

sehe da in deinem chart einen gap, der müsste vieleicht
erst geschlossen werden. egal, ich bin jetzt mal gespannt
ob die aktie aus ihrer trading range ausbricht.
übrigens in puncto idec bin ich deiner meinung.