Vertex-Die grosse Frage?????????????????????????????? - 500 Beiträge pro Seite

[frey-pop]

Wieso sinkt der Kurs obwohl der Nasdaq im plus ist?

[Regiomontano]

Ich kann nicht erkennen, warum diese Meldung -10% auslösen sollte, aber bei Bloomberg.com findet man von 12.05 folgende Meldung:


Glaxo, Vertex Win European Panel Backing for Agenerase Therapy
By Kristin Jensen

London, June 30 (Bloomberg) -- Glaxo Wellcome Plc, the world`s biggest maker of AIDS drugs, and U.S. partner Vertex Pharmaceuticals Inc. said they`ve won the backing of a European Union panel for their Agenerase AIDS drug.

The decision of the EU`s Committee for Proprietary Medicinal Products is a crucial step toward approval of the medicine in the 15 member states. The companies already have clearance to sell Agenerase in a number of countries including Japan, Switzerland, Brazil and the U.S., the world`s biggest pharmaceutical market.

Agenerase is a new version of a class of drugs known as protease inhibitors, which helped revolutionize the treatment of HIV, the virus that causes AIDS. The EU committee backed Agenerase as part of a combination of drugs for patients who have already tried other therapeutic regimens.

Protease inhibitors, which include Merck & Co.`s Crixivan and Warner-Lambert Co.`s Viracept, hinder replication of HIV and are generally taken in combination with other drugs, called reverse transcriptase inhibitors, that also aim to slow the virus. These include Glaxo`s AZT, the first AIDS drug.

Shares of U.K.-based Glaxo rose 7 pence, or 0.4 percent, to 1,927p in London. Shares of Cambridge, Massachusetts-based Vertex fell 5 9/16 to 103 13/16 in recent trading in the U.S.



12.05 EST + 6 Stunden macht 18.05 MESZ. Wenn man sich das Intraday-Chart anschaut, war 18.05 ziemlich genau der Beginn des Kursverfalls.

Ich habe keine Ahnung, welche Erwartungen an Vertex vor dieser Meldung in den Kurs eingepreist waren.

Wer weiß Bescheid?

[Regiomontano]

12.05 sollte natürlich 12.05 Uhr heißen, nicht etwa 12. Mai....

[Regiomontano]

Und nochmal was zum gleichen Thema. Ebenfalls von Bloomberg, hilft uns aber nicht bei der Beantwortung der Frage, warum...


European CPMP Gives Positive Opinion on Market Approval for

Glaxo Wellcome and
Vertex`s Twice-Daily Treatment For HIV, Agenerase(TM)


CAMBRIDGE, Mass., June 30 /PRNewswire/ -- Vertex Pharmaceuticals Incorporated (Nasdaq: VRTX) and Glaxo Wellcome announced today that the European Union`s Committee for Proprietary Medicinal Products (CPMP) has recommended the market approval of Agenerase(TM) (amprenavir), a novel, twice- daily protease inhibitor (PI) for the treatment of HIV, in the 15 member states of the European Union. The recommendation is for the use of Agenerase, in combination with other antiretroviral agents, for the treatment of PI- experienced HIV-infected adults and children above four years of age. Agenerase has a resistance profile different from that observed with other PIs and, unlike most currently marketed PIs, Agenerase has a twice-daily dosing regimen and has no food or water restrictions.
(Photo: http://www.newscom.com/cgi-bin/prnh/20000119/VERTEXLOGO)

Agenerase was discovered at Vertex Pharmaceuticals and licensed to Glaxo Wellcome. The CPMP`s opinion will now be considered by the European Commission for a final decision. If approved, Glaxo Wellcome will market Agenerase in the European Union, and Vertex will co-promote the drug in certain countries, where permitted by law.

The marketing application for Agenerase was submitted to the European Medicines Evaluation Agency (EMEA) in October 1998 under the centralized procedure.

Agenerase is currently approved and marketed in Argentina, Brazil, Chile, Colombia, Israel, Mexico, Switzerland, Uruguay, and the United States. Amprenavir is also approved in Japan where it is marketed by Vertex`s partner Kissei Pharmaceutical Co., Ltd. under the trade name Prozei(TM). Amprenavir was discovered by scientists at Vertex Pharmaceuticals of Cambridge, MA and licensed to Glaxo Wellcome in the United States, Europe, and other countries. Glaxo Wellcome has been responsible for product formulation and manufacture of Agenerase, design and implementation of clinical trials, and regulatory submissions.

Glaxo Wellcome is a research-based company whose people are committed to fighting disease by bringing innovative medicines and services to patients throughout the world and to healthcare providers who serve them. Vertex Pharmaceuticals Incorporated discovers, develops and markets small molecule drugs that address major unmet medical needs. Vertex has eight drug candidates in clinical development to treat viral diseases, inflammation, cancer, autoimmune diseases and neurological disorders. Vertex has created its pipeline using a proprietary, information-intensive approach to drug design that integrates multiple technologies in biology, chemistry and biophysics, aimed at increasing the speed and success rate of drug discovery. Vertex`s first approved product is Agenerase(TM) (amprenavir), an HIV protease inhibitor, which Vertex co-promotes with Glaxo Wellcome.

There can be no assurance that Agenerase will receive full approval in the European Union, that drugs under development by Vertex or its partners will receive marketing approval from the U.S. Food and Drug Administration or other regulatory authorities, or that drugs, if any, which receive such approval will be marketed successfully. Investors are also directed to consider other risks and uncertainties discussed in Vertex documents filed with the Securities and Exchange Commission, including Vertex`s 1999 Form 10-K and its 10-Q for the first quarter of 2000.

Agenerase is a trademark of the Glaxo Wellcome group of companies.

Vertex`s press releases are available at www.vpharm.com, or by fax-on-demand at [phone] - Code: 938395.

SOURCE Vertex Pharmaceuticals Incorporated

-0- 06/30/2000

[Puchi]

Hi, Regiomontano!
Ein wichtiger Teil fehlt in deinem Bericht:
There can be no assurance that Agenerase will receive full approval in the
European Union, that drugs under development by Vertex or its partners will
receive marketing approval from the U.S. Food and Drug Administration or other
regulatory authorities, or that drugs, if any, which receive such approval will
be marketed successfully. Investors are also directed to consider other risks
and uncertainties discussed in Vertex documents filed with the Securities and
Exchange Commission, including Vertex`s 1999 Form 10-K and its 10-Q for the
first quarter of 2000.

[Puchi]

HAHA, jetzt bist du mir zuvor gekommen!

[Regiomontano]

Seltsam, so ein Disclaimer kann doch eigentlich für den Markt nicht Neues sein. Aber es ist zurzeit die einzige Erklärung, die wir haben.

R.

[Said1]

vielleicht sind einfach einige zocker nun in medigene wiederzufinden

[Regiomontano]

@Said1

Klar, und deswegen ist Vertex in den USA 11% im Minus.

Aber, wenn ich mir Medigene anschaue, ärgere ich mich, dass vorher vorhin um 18.00 Uhr, als das Internet "betreten" habe, nicht für 62 e ein paar gekauft habe.

Dieses Posting soll allerdings kein Anlass gewesen sein, in diesem Thread ab sofort über Medigene zu diskutieren!!

[Said1]

@regiomontano sorry, du hast recht, bin bloß gerade nach hause gekommen und war ziemlich geschockt, da ich auch in vertex investiert bin, daß ich gerade auf dem schlauch stand

[Regiomontano]

Was machen die anderen Biotechs?

Medarex: +2,1%
Medimmune: -1,6%
Biogen: -1,6%
Human Genome Sciences: -5,6%
Immune Respone: -5,8%
Genome Therapeutics: +1,5%
Amgen: +0,9%

Vertex: -11,1%

Also, so schlimm wie Vertex erwischt es die anderen nicht.

So, der Akku meines Laptops hält noch drei Minuten. Ich muss deshalb demnächst verabschieden und den Weg von Düsseldorf nach Mannheim antreten. Aber ab Wiesbaden gibt es Bayern 5 Aktuell mit Börsennachrichten zu jeder halben Stunde.

Ciao, Regiomontano