Sciclone - 500 Beiträge pro Seite

[11872]

Wieso hat keiner diese Aktie auf den Zettel?

[Hookipa]

Ich bin investiert (15%). Wert mit riesigem Potential. Bisher nur gute News. Allerding muss man realistischer Weise sagen, das es bestimmt noch 2 -3 Jahre dauern wird bis die Produkte in den wichtigsten Ländern zugelassen sind (USA, EU). Trotzdem wird der Wert kontinuierlich steigen, da alle Fundamentaldaten stimmen, und bereits dieses Jahr Gewinne zu erwarten sind.

Zudem hoch Volatil. 10% plu/minus pro Tag sind immer drinn. Viel Spass noch damit. Wir könne ja mal feiern wenn Sie bei 100 angelangt ist. Spätestens in 2 Jahren.

Hookipa

[hob99]

FOCUS MONEY berichtet in der aktuellen Ausgabe in der Rubrik Chart-Analyse über das Papier.
Schaut gut aus - der Durchbruch bei $11 liefere ein erstklassiges Kaufsignal. Mutige würden einsteigen.

[4runner]

Schön das jemand mal etwas über diese Aktie schreibt. Ich hatte sie mir auch nach einigen Vergleichen vor kurzem ins Depot gelegt. Zur gleichen Zeit hatte ich mir auch die "INCYTE" gekauft. Beide waren für etwas längere Anlagen gedacht. "INCYTE" habe ich aber dann doch nach einen unerwarteten Anstieg von 50% wieder abgegeben. Ich denke auch, daß wir noch viel Spaß mit der Aktie haben werden. Für weitere Informationen würde ich mich freuen, werde gleich mal in "Focus Money" reinschauen.

[vorsteher]

Tja, ich bin ein 8 gut eingestiegen.
Die 20 werden wir bald wiedersehen....

V.

[4runner]

Gute Nachricht: (Bizz heute neu rausgekommen) ... In den Vereinigten Staaten wartet Sciclone noch auf die Zulassung der Gesundheitsbehörde (Medikament Zadaxin), in Europa dagegen wird das Medikament schon von der ital. Sigma Tau vertrieben. Wenn Zadaxin auch auf den amerikanischen Markt kommt, dürfte die Sciclone-Aktie einen deutlichen Sprung machen - zumal das kalifornische Unternehmen bereits im kommenden Jahr die Verlustzone verlassen wird."
Na das klingt doch gut -Gruß an alle!

[vorsteher]

Und heute wieder 3 % morgen 5 % usw..

[Dukati]

Hallo Leute,

warum ist denn Sci heute gegen den Trend so abgeschmiert. Gibt es Meldungen oder was könnte der Grund sein?

Dukati

[Albatossa]

Hallo Dukati,

hier ist der Bericht aus dem Yahoo Board. Ein Herr Dane Hamilton hat mit seinen Bericht Sciclone heruntergemacht!

Gruß Albatossa


Sciclone Once-Failed Hepatitis Drug Has Some Saying SciClone`s Full of Hot Air
By Dane Hamilton
Staff Reporter
7/7/00 10:10 AM ET



Give SciClone Pharmaceuticals (SCLN:Nasdaq - news) credit for persistence.

Its main product, a hepatitis drug called Zadaxin, failed in U.S. clinical trials six years ago and is now sold mainly in China. But the San Mateo, Calif., biotech company continues to test it, hoping it will be an immune system-boosting hit against as many as six diseases. The company`s stock has risen sharply in the past year, mostly on hopes linked to Zadaxin.

But will Zadaxin ever be the blockbuster SciClone claims? Some analysts are dubious. Though the drug`s supposed promise has helped SciClone raise money and keep its share price up, it has many hurdles to surmount.

Prospecting
SciClone illustrates the risks of biotech investing, in which share prices ride mostly on prospects for drugs in development rather than actual sales. Muddying the waters in this case is the fact that the time is right for a hepatitis drug: Demand for new treatments is strong, with the disease reaching epidemic proportions in some parts of the world and current treatments leaving much to be desired. Whether Zadaxin is that drug is another question.

Buying In
SciClone shares rise on hepatitis-drug talk


Source: BigCharts


The business model for biotechs is typically to raise money from investors while developing treatments they hope will become billion-dollar drugs. SciClone`s model is slightly different. Zadaxin is already on the market, but 86% of its sales are in China, where the standards of testing the effectiveness of medicines are lower than in the West. And while the company is testing the drug for the U.S. market, the possibility of approval appears remote.

"It`s replete with challenges, given the history of the drug," says Mark Augustine, an analyst with U.S. Bancorp Piper Jaffray, which isn`t doing underwriting for SciClone.

Yet its shares have appreciated substantially in the last year, rising from a low of 1 3/16 a year ago to peak at 22 in March, around when many biotechs peaked; it closed at 13 15/16 Thursday, giving it a market cap of about $400 million.

Moving On
The main problem, analysts say, is that Zadaxin proved to be no better than placebo for hepatitis B in 1994 clinical trials in the U.S. with its previous owner, Alpha 1 Biochemicals. In such cases, companies typically drop a failed drug and move on.

SciClone insists the original tests were flawed and continued testing the drug. Claims that the drug is "safe and effective" have helped SciClone raise about $18.5 million by selling shares and warrants, fueled by prospects for Zadaxin sales. The company has racked up $116 million in cumulative losses since its founding in 1989.

Rising sales in China are evidence that some patients like the drug, even at a hefty $5,000 for a course of treatment. Zadaxin generated $9.1 million in 1999, up from $3.6 million the year before. But assuming all patients are charged the full rate, that means that only about 1,800 patients used the drug last year.

And even analysts for brokerages that have underwritten for SciClone admit that providing proof of effectiveness by Western standards may pose challenges. Zadaxin may be a dud in disguise, relying on the Chinese market for revenue -- a market in which traditional medications, such as deer penis for potency, are still widely sold.

"How effective it is is a bigger question," says Jim McCamant, analyst at Moors & Cabot, a San Francisco brokerage that has raised money for SciClone in the last year.

Even if SciClone proves that Zadaxin is effective, its patent position is limited. Because the drug was invented decades ago, it is no longer covered by "substance" patents, although the company claims other patents that cover use in certain diseases. For instance, it said it won a patent covering Zadaxin use in hepatitis B last month.

Perception Issues
SciClone is now testing Zadaxin against six diseases: hepatitis B and C, HIV infection, skin cancer, carcinoma and drug-resistant tuberculosis. If the company manages to prove that the drug is effective in any of these diseases where it isn`t covered by patents, other drugmakers theoretically also could market the drug.

But competition is more likely to come from another source. Heavy hitters in the industry, such as Schering-Plough (SGP:NYSE - news) and Roche, which dominate the treatment of hepatitis, are developing easier-to-use formulations of the industry standard for treatment, a drug called alpha interferon. With those companies` large sales forces, the new formulations are likely to continue dominating the market, analysts say.

Schering-Plough is keeping its options open. While it develops newer versions of interferon in the U.S., it is testing Zadaxin in clinical trials in Japan for both hepatitis B and C in partnership with SciClone. Nearly 5 million people in Japan are infected with hepatitis B and C, SciClone says.

Shawn K. Singh, SciClone`s chief business officer, acknowledges that the company has faced "perception" issues when presenting to potential institutional investors. But he says rising Zadaxin sales demonstrate the validity of the company`s strategy. And he said he anticipates those sales will continue as it wins more regulatory approvals in world markets. Furthermore, he says the company has other drugs in the pipeline, such as CPX for cystic fibrosis, which also could prove useful.

"Six months from now, we will be a profitable company," says Singh. "We are not without risk, but ours is substantially lower than most. We are selling something and we`re not going to be hostage to the capital markets."


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As originally published, this story contained an error. Please see Corrections and Clarifications.


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[nautilus]

das hat the street.com angerichtet...
xxxxsöhne sind das und sonst nix.

nautilus

[4runner]

Was soll man denn davon halten, wahrscheinlich ein kurzer Durchhänger. Oder seit ihr anderer Meinung. Bin vor kurzen in INCY wieder rein da gab´s schon wieder satte 25% Gewinn. Aber eigentlich interessiert mich nur wie die Bio´s in einem Jahr aussehen. Nur wenn´s 20% nach unten geht fliegt jede raus.

[Dukati]

Hallo 4runner,

denke es handelt sich nur um einen kurzen Durchhänger; wir sind derzeit nur noch bei - 4,5%. Der Artikelschreiber wurde im Yahoo-Board zerrissen. Seinem Artikel ist zu entnehmen, daß er wenig Sachkenntnisse hat. Also vermutlich morgen dick im Plus wenn das Umfeld stimmt.

Ansonsten hat SCLN eine relativ geringe MK und soll im nächsten Jahr schon profitabel sein.

Gruß Dukati

[4runner]

Danke Dukati,
wie man heute ja sieht, ist alles im Lot.

[kiwi1]

Derzeit + 7%
Grund:SciClone`s ZADAXIN(R) Prevents Formation of Lung Tumors in NIH Study
SAN MATEO, Calif., July 31 /CNW/ -- SciClone Pharmaceuticals (Nasdaq: SCLN - news) announced today the publication of results of a National Institutes of Health (NIH) preclinical study indicating that its ZADAXIN® immunotherapy may decrease formation of lung tumors.
The study, published in the peer-reviewed journal Cancer Letters (Volume 155 (2000) 121-127), was conducted at the NIH`s National Cancer Institute (NCI) by Terry W. Moody, Ph.D. and his colleagues. In the study, the effects of ZADAXIN were investigated using a mouse model of urethane induced tumor carcinogenesis. Daily administration of ZADAXIN, after injection of urethane, significantly increased white blood cell counts and reduced the number of lung tumors. After 2.5 months of treatment, ZADAXIN reduced lung tumor formation by 45%; after 8 months, tumor formation decreased 15%. "These results suggest that [ZADAXIN] may be utilized for prevention and therapy of small lung tumors," stated Dr. Moody and his colleagues.

"ZADAXIN stimulates the immune system in its fight against cancer," said Alfred R. Rudolph, M.D., SciClone`s Chief Operating Officer. "We are planning several phase 2 clinical trials to explore its utility, in combination with chemotherapy, as an extremely safe addition to therapy for multiple types of cancer."

According to the American Cancer Society, lung cancer is the leading cause of death from cancer among men and women in the U.S., accounting for approximately 29% of deaths from cancer. During the year 2000, there will be about 164,000 new cases of lung cancer in the U.S., approximately 14% of all new cancer cases, and about 156,000 deaths from lung cancer. In the U.S., more people die of lung cancer than of colon, breast and prostate cancers combined.

ZADAXIN has been approved for sale in 20 countries, principally for the treatment of hepatitis B and hepatitis C and as a vaccine adjuvant for patients with weakened immune systems. ZADAXIN is in phase 2 clinical studies in the U.S. in combination with lamivudine for the treatment of hepatitis B. SciClone plans to initiate phase 2 ZADAXIN clinical programs in liver cancer and malignant melanoma by the end of the year. A phase 3 ZADAXIN hepatitis B study is ongoing in Japan. SciClone plans to start a phase 3 ZADAXIN hepatitis C program in the U.S. by the end of the year. The Company`s European partner, Sigma-Tau S.p.A., is planning a phase 3 ZADAXIN hepatitis C program in Europe. ZADAXIN has been administered to over 3,000 subjects in over 70 clinical trials and an estimated 7,000 patients commercially with virtually no serious drug related side effects or toxicities.

SciClone Pharmaceuticals is a global specialty biopharmaceutical company that acquires, develops and commercializes novel medicines for the treatment of a broad range of the world`s most serious diseases. The Company is currently targeting cancer, hepatitis B, hepatitis C, drug-resistant tuberculosis and cystic fibrosis. Press releases and corporate information from SciClone Pharmaceuticals are available on the Internet at www.sciclone.com or by calling the Company`s Investor Relations Department at 800/724-2566. SciClone`s Common Stock is listed on The Nasdaq National Market® under the symbol SCLN.

The information in this press release includes certain forward-looking statements concerning the Company`s current expectations regarding future events, including the ongoing and prospective development and commercialization of ZADAXIN as a potential immunotherapy for cancer, including lung cancer, and the timing of the start and results of the Company`s U.S. phase 2 ZADAXIN clinical trials in cancer, the Company`s phase 3 ZADAXIN clinical trials for hepatitis C in the U.S. and Sigma-Tau`s phase 3 ZADAXIN clinical trials for hepatitis C in Europe. Due to market factors and the nature of product development and the regulatory approval process, the forward-looking statements contained in this press release are subject to risks and uncertainties, including those reflected in the Company`s filings with the Securities and Exchange Commission, particularly its Annual Report on Form 10-K for the year ended December 31, 1999 and subsequently filed periodic reports

[Almöhi]

guten morgen,

interessiere mich für sciclone,

was erwartet man in nächster zukunft ? wann ist ein idealer einstiegspunkt ?

danke
almöhi