TOP LISTE der Biotechs! - 500 Beiträge pro Seite

[Ikarus]

Arbeite in einer grossen Investment Bank und
habe hier die (interne) Top List eines BIotechsanalyst

Millennium (bekannt)
Affimetrix (USA)
Pyrosequencing (Top Tip, neues IPO in Stockholm, schon profitabel)
Tularik (USA)
Ilumina (anstehendes IPO)


Viel Spass.

p.s. kann Bank und Analyst nicht nennen.

[Cumshot]

Sag mal deinen Analysten er soll
Vertex
GPC
und Creativ Kaufen!

[Dickbauch]

Sag Deinen Analysten ( oder sind es Deine Pfleger????), Qiagen, Medarex und Creative Biomolecules
sind besser!

Tschau

[Ikarus]

Hey Dickbauch,
ich verstehe Dein Problem nicht ganz.

Ich arbeite in der IPO-Abteilung und ein Arbeitskollege nannte mir
die Titel nach einem Gespräch mit einem Biotechanalyst (von der
Researchabteilung London).

Oder ist Dein geistreicher Beitrag, eine Ausdruck Deiner
Frustration? Na ja, nicht jeder kann sein Hobby zum
Beruf machen.

Viel Glück in Deinem weiteren Leben.

[bioscope]

Hallo Ikarus,

kannst Du zu Pyrosequencing genaue Angaben zum IPO-date und Emmissionsbanken machen. Zeichnungsmoeglichkeit in Deutschland?
Listing in Deutschland?

Danke bioscope

[Beverly-Hills-Cop]

Grüß mir die Sonne Ikarus,

wäre sehr aufmerksam, wenn du über das Unternehmen ( Schweden IPO ) selbst noch Informationen geben
könnstest. ( Forschungsbereich, Bilanz, Pipeline, etc ). Eine Adresse wo man sich informieren, wäre auch schon hilfreich!

Vielen Dank
CU
B-C-H

[MatzeKlug]

Hi Ikarus,

2 Deiner Werte (eher unbekannt) stehen seit kurzem schon auf meiner Watchlist.

Kannst Du vielleicht auch etwas zu Diversa sagen. Hast Du vielleicht Infos.

Vielen Dank.

[Ikarus]

Hallo Zusammen,
Pyrosequencing ist schon gelistet und wird in Schweden gehandelt.
Ich habe mir mal zu 104,5 SKR ein paar gekauft.

Infos zu dem Produkt gibt es unter http://www.pyrosequencing.com/index2.htm

Ich hatte noch nicht so recht Zeit mich mit dem Titel zu beschäftigen, war
mal auf dem BLoomberg. Leider sind noch nicht so viele Daten
vorhanden. Am Montag über die Mittagspause nehme ich mir mal die
Zeit die grössten Investoren und die Bilanz etwas genauer durch zu sehen.
DIe Market Maker könnten auch noch interessant sein.

Wie gesagt leider hatte ich nicht persönlich mit dem Analyst gesprochen
und eine interne Analyse war auf unsere Intranet-Resaerch Libary (noch?) nicht vorhanden.



Bei Tularik ist Herr Ebner (der bekannteste Investor der SChweiz) mit seinen Pharmavisionen
eingestiegen.

Ilumina keine Ahnung wo und wann die gelistet werden. So bald das Reuterskürzel abrufbar ist mehr
dazu.

[Ikarus]

This Friday will be the debut of a proteomics-based company
called Illumina (ILMN). As we have previously stated, the next
and most productive step of sequencing genomes will be figuring
out the function of proteins that the genes encode. Illumina is
concentrating on proteomics, yet what separates the company
apart from others is its technological approach to making an
array. Illumina`s arrays differ from those of Affymetrix (AFFX,
$157), Hyseq (HYSQ, $40) and Nanogen (NGEN, $27). Illumina
uses a BeadArray probe, made of fiber optic strands that can be
inserted into samples of genetic material (DNA/RNA), protein, or
whole cells to execute experiments for drug discovery. The probe
consists of 250,000 bundled light-conducting fiber optic strands
where each fiber is a sensor. The company is initially using its
technology to evaluate single nucleotide polymorphisms (SNPs) in
collaboration with PE Biosystems (hence, Celera cannot be too far
away).
The tip of each fiber strand can be coated with genetic material
(e.g. DNA) or protein (e.g. antibodies) and used as sort of a
fishing line to pull out specific genetic sequences or proteins that
specifically interact with the material on the fiber. Thus, the
strategy for proteomic-type experiments can be to find
proteinrotein interactions that occur in metabolic or
disease-related pathways and then further determine the function
of those proteins. The nice aspect of the BeadArray is its
scalability and high throughput.
The lead underwriter for the IPO is Goldman Sachs & Co and the
co-managers are Chase H&Q and SG Cowen. Illumina had
revenues of $474,000 for 1999 and a net loss of $5.5 million.
Thus, the company is truly a small-cap Biotech. In the past few
days, the original 5 million share offering has been increased to 6
million and the price has been increased to $13-15 from $9-11.
MVH

[Ikarus]

[PRYOa.ST] [PYROa.ST] [E] [ACD] [RCH] [WEU] [EUROPE] [SE] [LEN] [RTRS]
[CHE] [NORD]

LONDON, Aug 3 (Reuters) - SG Cowan said on Thursday it
started coverage of Swedish chemical company Pyrosequencing
<PYROa.ST> with a "strong buy" rating.
Further detail was not immediately available.
((David Holmes London Newsroom [phone] fax +44 20
7542 2120, [e-mail]))

For research reports, go to Reuters Broker Research on
Reuters Web at rbr.session.rservices.com.

[AbstrAktionist]

@Ikarus: sag mal, was sagen denn die analysten bei dir im haus nun zu affymetrix? lohnt sich nach dem absturz ein kauf? denke, es könnte ein guter einstiegspunkt sein....sind schließlich marktführer...
grüße
AbstrAktionist

[Ikarus]

Schau Morgen mal in der Global Research Libary.

Affimetrix wird nur von deen amerikanischen Analysten verfolgt.

[Ikarus]

OKAY,
immer noch ein Kauf.
neue Zahlen (EPS), Q3 -0,46, Q4(-0,17),break even 01 im ersten
Halbjahr 0,81$ und im zweiten 1$

[Ikarus]

Pyrosequencing ist nun bei 145 SKR angelangt!

[meinnameisthase]

Ab heute mein Top-Tip für die näöchste Zeit.
Daneben noch Curis(ehem. Creative Bio.)

[Ikarus]

Grund für die 20% bei Pyrosquencing war der release des Research Report by Tim Wilson!
Stand so im BLoomberg.

Leider war er noch nicht abrufbar, aber sobald er über Bloomberg erhältlich ist gibt
es mehr.
Oder ist jemand Kunde bei SG Cowen?

[AbstrAktionist]

erstmals ganz großen dank an Ikarus!!! (ich finde, es trägt enorm zur qualität dieses boards bei, wenn sich hier auch mal leute äußern, die mit der materie beruflich zu tun haben und aus diesem grunde eine bessere informationslage haben als das gro der anleger!!)
heute ist dann der tag gekommen, an dem ich mich das erste mal so richtig ärger, daß ich es mir (zum teil aus bequemlichkeit) zur gewohnheit gemacht habe nur in deutschland gehandelte werte zu kaufen...verfolge nun pyrosequencing seit der empfehlung durch Ikarus....ist schlecht für die nerven...
also, wenn du mal wieder so einen guten tip hast...du weißt, wen`s interessiert....
grüße
AbstrAktionist

[Mörzi]

PE Celera Genomic und Sequenom letztere ist ein 100%er!!!!

Viel spaß noch!

[aktienfilter]

wie wärs mit genentech? da seid ihr auf der sicheren seit, performt sauber derzeit! spekulativ habe ich mal praecis pharma, osi pharma und oxford asymmetry ins depot gelegt. bb biotech + qiagen habe ich seit 1 jahr, amgen + protein design seit april..schaut doch auch mal in den generika-bereich: andrx, ivax, teva.. vertex ist derzeit fast eine modeaktie, zumindestens in deutschlan. da performt genentech besser und ist keineswegs spekulativ!

[Michael16]

Kennst du eine STEMCELLS WKN 889118???????

Wurde heute in der Telebörse(Favoriten der Woche) mit 100% Chance voegestellt!!!
Machen aber noch keine Gewinne...............!

[ATGC]

Meine Liste: - MWG-Biotech
- Sequenom
- Affymetrix
- Millennium Pharma
Viel Erfolg wünsche ich euch mit diesen Invests
ATGC

[jumanii]

Hallo zusammen,

Gene Logic wird in den nächsten 2 Monaten ein guter verdoppler sein!

mfg

[Michael16]

Stemcells 35% in 4 Tagen !!

[Kimi]

Na ja interessant - doch wieso lese ich nichts über Ariad Pharmaceuticals ???
Gruß
Kimi

[Ikarus]

Morgen kommen Zahlen von Pyrosequencing bin gespannt.
Der Hauptkonkurrent Orchid brchte letzte Woch Superzahlen.

Orchid hat zwar die schneller SW, aber PYROA ist zuverlässiger.

[Ikarus]

p.s. Pyrosequencing ist nun auch in München und Berlin gelistet
WKN:615405 (nicht sehr liquide)

[Ikarus]

PYROSEQUENCING AB COMPLETES EUROPEAN SALES ORGANIZATION

--Demand for Company’s genetic analysis products continues to grow --

Uppsala Pyrosequencing AB (SSE: PYRO) a developer, manufacturer and marketer of complete systems for applied genetic analysis today
announced that it has signed new distribution agreements with leading distribution companies are B&L Biosystems and Paul Bucher AG,
completing the Company’s European sales organization. The new distributors in the important markets of BeNeLux and Switzerland
complement Pyrosquencing’s established direct sales and marketing efforts in the United Kingdom, Germany and the Nordic region.

In December of 1999, Pyrosequencing AB established a subsidiary, Pyrosequencing, Inc. in Westborough MA, USA to support sales in North
America. The fortified network significantly expands Pyrosequencing’s market reach and will be essential in meeting the growing demand for
the Company’s genetic analysis tools/ products, especially the PSQ™96 System, the world’s first dedicated system for Single Nucleotide
Polymorphism (SNP) analysis, launched earlier this year.

"We are very pleased to have this organization in place, with trained sales and support personnel and a fully operational structure," said Mårten
Winge, VP of Worldwide Marketing, Sales and Support at Pyrosequencing AB. "In Europe, we have already received 11 orders for the PSQä
96 System, which we believe makes us the market leader. I see a very promising pipeline of prospective orders for the near future. With this
strong distribution network in place, I am confident that we can quickly turn these prospective orders into revenue dollars.

Pyrosequencing AB’s new distributor agreements are with B&L Systems for BeNeLux, and Paul Bucher AG for Switzerland. These
organizations have strong local presence and carry well established brands for life sciences research and genomics tools.

"Our company is at the forefront of applied genomics, and as a result we are seeing a dramatic increase in demand for our genetic analysis
instruments," commented Hans Beijersbergen van Henegouwen, Managing Director at B&L Systems. "We are very pleased to add PSQä 96
System to our product portfolio and expect that it will contribute significantly to our turnover in the coming years."

"We are excited about our collaboration with Pyrosequencing AB, as we see a significant increase in academic and industrial SNP research,"
Paul Bucher, Managing Director at Paul Bucher AG. "With our strong focus on providing access to the state-of-the-art bioresearch systems,
PSQä 96 System represents an ideal extension to our product portfolio".

Pyrosequencing AB launched its proprietary PSQä 96 System on a worldwide basis in February of this year. The system is based on the
Company’s patented Pyrosequencingä technology, and is dedicated to providing rapid and accurate applied genetic analysis, such as the
analysis of Single Nucleotide Polymorphism (SNPs) and Genetic Tags. PSQä 96 System has already generated very strong interest and
generated sales from major pharmaceutical companies, leading genomic and ag-biotech companies, as well as prestigious academic
institutes distributed throughout the US, Europe and Japan.

Pyrosequencing AB develops, manufactures and markets complete systems for applied genetic analysis based on its proprietary
Pyrosequencingä technology. Applied genetic analysis may be used for drug development, drug selection and diagnostics.
Pyrosequencing’s technology addresses the increasing demand for applied genetic analysis across various markets, including research
and clinical routine testing and large-scale customized industrial applications such as drug development by pharmaceutical companies.
Pyrosequencing AB is listed on the Stockholm Stock Exchange, O-list, under the ticker "PYRO".

Pyrosequencing AB

Mårten Winge
VP Worldwide Marketing, Sales and Support
[phone] (Office)
+ 46 706 575 5927 (mobile)
WWW.pyrosequencing.comPYROSEQUENCING AB COMPLETES EUROPEAN SALES ORGANIZATION

--Demand for Company’s genetic analysis products continues to grow --

Uppsala Pyrosequencing AB (SSE: PYRO) a developer, manufacturer and marketer of complete systems for applied genetic analysis today
announced that it has signed new distribution agreements with leading distribution companies are B&L Biosystems and Paul Bucher AG,
completing the Company’s European sales organization. The new distributors in the important markets of BeNeLux and Switzerland
complement Pyrosquencing’s established direct sales and marketing efforts in the United Kingdom, Germany and the Nordic region.

In December of 1999, Pyrosequencing AB established a subsidiary, Pyrosequencing, Inc. in Westborough MA, USA to support sales in North
America. The fortified network significantly expands Pyrosequencing’s market reach and will be essential in meeting the growing demand for
the Company’s genetic analysis tools/ products, especially the PSQ™96 System, the world’s first dedicated system for Single Nucleotide
Polymorphism (SNP) analysis, launched earlier this year.

"We are very pleased to have this organization in place, with trained sales and support personnel and a fully operational structure," said Mårten
Winge, VP of Worldwide Marketing, Sales and Support at Pyrosequencing AB. "In Europe, we have already received 11 orders for the PSQä
96 System, which we believe makes us the market leader. I see a very promising pipeline of prospective orders for the near future. With this
strong distribution network in place, I am confident that we can quickly turn these prospective orders into revenue dollars.

Pyrosequencing AB’s new distributor agreements are with B&L Systems for BeNeLux, and Paul Bucher AG for Switzerland. These
organizations have strong local presence and carry well established brands for life sciences research and genomics tools.

"Our company is at the forefront of applied genomics, and as a result we are seeing a dramatic increase in demand for our genetic analysis
instruments," commented Hans Beijersbergen van Henegouwen, Managing Director at B&L Systems. "We are very pleased to add PSQä 96
System to our product portfolio and expect that it will contribute significantly to our turnover in the coming years."

"We are excited about our collaboration with Pyrosequencing AB, as we see a significant increase in academic and industrial SNP research,"
Paul Bucher, Managing Director at Paul Bucher AG. "With our strong focus on providing access to the state-of-the-art bioresearch systems,
PSQä 96 System represents an ideal extension to our product portfolio".

Pyrosequencing AB launched its proprietary PSQä 96 System on a worldwide basis in February of this year. The system is based on the
Company’s patented Pyrosequencingä technology, and is dedicated to providing rapid and accurate applied genetic analysis, such as the
analysis of Single Nucleotide Polymorphism (SNPs) and Genetic Tags. PSQä 96 System has already generated very strong interest and
generated sales from major pharmaceutical companies, leading genomic and ag-biotech companies, as well as prestigious academic
institutes distributed throughout the US, Europe and Japan.

Pyrosequencing AB develops, manufactures and markets complete systems for applied genetic analysis based on its proprietary
Pyrosequencingä technology. Applied genetic analysis may be used for drug development, drug selection and diagnostics.
Pyrosequencing’s technology addresses the increasing demand for applied genetic analysis across various markets, including research
and clinical routine testing and large-scale customized industrial applications such as drug development by pharmaceutical companies.
Pyrosequencing AB is listed on the Stockholm Stock Exchange, O-list, under the ticker "PYRO".

Pyrosequencing AB

Mårten Winge
VP Worldwide Marketing, Sales and Support
[phone] (Office)
+ 46 706 575 5927 (mobile)
WWW.pyrosequencing.com

[Ikarus]

[PYROa.ST] [SWB] [SE] [WEU] [EUROPE] [NORD] [LEN] [BIT]

PYROSEQUENCING AB
Six months ended June 30, 2000
Company Completes Successful IPO and Reports Continued Order Growth
"We are extremely gratified by the acceptance the PSQ@ 96 System has
received worldwide", said Erik Wallden, President and CEO. "To date we
have received more than 25 orders for our system from 17 different
customers in Europe, the United States and Japan. Customers from large
Pharma, Biotechnology and Academia are using the PSQ@ 96 System to advance
applied genomics in both human health care and agricultural biotech."
* IPO completed - raised 875 MSEK or $99 million
* Rapid increase in orders for purchase of PSQ@ 96 System - 25 orders
received to date
* Global acceptance as revenue is recognized from Europe, the US and in
Japan
* Preferred Technology Program (PTP@) announced - a system for ultra
high throughput SNP analysis
* Strong pipeline of prospective customers from successful marketing
campaign
* Distribution agreements signed with BaL Systems and Paul Bucher AG
for BeNeLux and Switzerland
* Distribution agreement signed with Sumitomo Corporation for the
Japanese market
Pyrosequencing AB (PYRO Stockholm) today reported a 91% increase in net
sales for the quarter ended June 30, 2000, over the first quarter of 2000,
and an increase in PSQ@ 96 System orders of 100% for the same period.
Additionally the Company announced its first sale in Japan in the second
quarter. The Company reported a net loss of $ 3.0 million, or $ 0.18 per
share, for the quarter ended June 30, 2000, compared to net loss of $ 2.2
million or $ 0.19 per share, for the same period last year. Revenue for
the second quarter of 2000 was $ 0.7 million and was generated by sales of
the PSQ@ 96 System and related reagent kits. The PSQ@ 96 System is an
instrument, reagent kits and soft ware, used in applied genomics and was
launched by Pyrosequencing AB in February 2000. Operating expenses
increased from $ 2.2 million in the second quarter of 1999 to $ 3.6
million in the second quarter of 2000. The increase in operating expenses
reflects the costs associated with the company`s development of a
worldwide sales organization.
During June the Company completed its public offering and raised $ 99
million net of expenses. Pyrosequencing AB will use the proceeds of the
offering to expand it sales and marketing organization and to maintain a
technology leadership position in the market place.
Pyrosequencing AB has it`s own sales force in Scandinavia, Germany, the
United Kingdom and in the United States. The Company has distribution
agreements with Sumitomo Corporation for Japan, BaL Biosystems for Benelux
and Paul Bucher for Switzerland, which significantly increases the
Companysa access to the market.
Pyrosequencing AB develops, manufactures and sells complete systems for
applied genetic analysis. In February 2000 the PSQ@ 96 System was launched
to the market. The system includes an instrument, reagent kits, software
and sample preparation tool for SNP analysis. The system is sold to
research groups at pharmaceutical companies, academia, genomics and
biotech firms, as well as to the ag/biotech industry. The Company believes
it is the leading supplier of these systems based on the fact that it has
sold 12 instruments this year, including nine in the second quarter, and
has firm orders for another thirteen instruments.
Marketing and Sales
The global launch campaign initiated in February this year has generated a
strong response from the market with over 2000 inquiries on
Pyrosequencing@ technology and PSQ@96 System for SNP analysis and
genotyping. Approximately 50% have been generated in the US and the rest
primarily from Europe and Japan. Specifically strong demand has been seen
from major pharmaceutical companies, leading genomics companies, contract
research organizations, companies in agricultural biotech and prestigious
academic institutes. A fully trained organization in North America, Europe
and Japan is actively following up a rapidly increasing bank of
prospective customers for PSQ@96 System.
Research and Development
The Company plans to enhance PSQ@96 System which currently includes to a
SNP kit and dedicated software for automatic SNP scoring, by the addition
of a kit including reagents and software for Tag sequencing. Expected to
be commercially available early next year, this product will address a new
market segment with a rapidly increasing demand for using short stretches
of DNA (Tags) as means of identifying genes and genomes.
The development of a system for ultra high throughput SNP analysis under
the program of PTP@, based on Pyrosequencing@ reactions on 384 micro well
plates, is well under way. The system is expected to have the capacity to
score 100.000 SNP per day, in a fully automated operation. The first PTP@
System is expected to be installed in December 2000.
A new application (allele frequency) was released as an application note
in June and will be available as separate Software product later this
year.
An updated version of the SNP software V1.1 was released in August.
Financial Position
At June 30, cash, cash equivalents and short-term investments totaled $
104.3 million as compared to $ 11.4 million at December 31, 1999.
Pyrosequencing has no debt financing and total equity amounted to $ 105.8
million and $ 12.2 million at June 30, 2000 and December 31, 1999,
respectively, providing an equity to assets ratio of 96.7% (80.2%)
Pyrosequencing AB raised $ 99 million in a public offering in June 2000.
Shares were offered to institutional investors worldwide and to retail
investors in Sweden, resulting in significant geographic broadening of our
shareholder base. Deutsche Bank acted as global co-ordinator and
bookrunner of the Offering, with Alfred Berg and SG Cowen as co-lead
managers.
Capital expenditures during the period amounted to $ 0.3 million (0.4).
New members of the Board of Directors
At the ordinary Annual General Meeting in April the following new Board
members were elected: Björn Svedberg, Dr. hc (chairman), Urban Jansson,
Bengt Samuelsson, M.D., Ph.D.
Strengthening of the management
On May 24, 2000 Harry Wilcox joined Pyrosequencing AB as Executive Vice
President and Chief of Finance and Corporate Development. Mr. Wilcox is
based at the company`s subsidiary in Westborough, MA, USA. Harry Wilcox
comes most recently from Cambridge Neuroscience, Inc. where he served as
CEO.
Human resources
At the end of the period the total number of employees in Pyrosquencing
AB, including subsidiaries, was 65.
This report has not been subject to examination by the Company`s auditors.
Next Report
rd
The 3 quarters results will be published on Wednesday, October 25,2000.
Pyrosequencing AB (publ)
Erik Wallden, President and CEO
Pyrosequencing AB develops, manufactures and markets complete systems for
applied genetic analysis based on its proprietary Pyrosequencing@
technology. Applied genetic analysis may be used for drug development,
drug selection and diagnostics. Pyrosequencing`s technology addresses the
increasing demand for applied genetic analysis across various markets,
including research and clinical routine testing and large-scale customized
industrial applications such as drug development by pharmaceutical
companies.