Gene Logic Trendwende ab heute !!! - 500 Beiträge pro Seite

[wiwogo]

Hallo Leute,
hatte vor zwei Tagen die Nerven verloren und Gene Logic verkauft.
Gestern hat sich jedoch zu Handelsschluß in AmiLand anscheinend eine Umkehrformation im Candlestick-Chart gebildet (Hammer). Damit stehen die Chancen auf eine Trendwende wieder auf grün.
Die Aufkäufe der letzten 2 Tage sprechen ihr übriges.
Noch Abwarten halte ich für überflüssig. Ich versuche es heute wieder. Jemand anderer Meinung?

[almundy2]

scheints recht zu behalten in amiland gehts wieder hoch... :-)

[DavLu]

jubel

[Meier M]

Servus zusammen,

na heute hält sich unser (noch) Sorgenkind brächtig. Bin irgendwie froh gestern meinen
Einstandskurs verbilligt zu haben! Zahlen waren ja nicht gerade berauschend aber GLGC
ist ein Wert der ganz schnell 200% bescheren kann( langfristig 500-700%)!


mfg

[MatzeKlug]

Nachdem ich zu Beginn skeptisch war mit GL.
Habe ich mir jetzt ein Paar Stücke ins Depot gelegt.

Kann nur sagen dass ich jetzt ebenfalls auf den Turnaround warte, wenn er nicht schon langsam im Gange ist.

(Bei Sequenom hat dies auf jedenfall 100% funktioniert, aber eine Garantie gibt es leider nicht.)

[MatzeKlug]

So hoffentlich starten wir bald durch. Positioniert bin ich wie gesagt jedenfalls.
Der Durchbruch scheint im Gange zu sein. Plus 7,8 %. Wir hoffen es mal. Toi Toi Toi.




PS: Mein Depot ist noch mit den Biotechs: Sequenom und Stressgen bestückt. Und hier habe ich Bottom Fishing praktiziert

[ricox]

Es ist doch zum Verzweifeln

Da nimmt Gene Logic mal wieder einen Anlauf und schon wird er durch den NASDAQ wieder im Keim erstickt. Gene hätte so schön hoch gehen können.
Hoffen wir mal, daß sie nach der NASDAQ-Krise wieder die alte Stärke fortsetzt.

[ricox]

Übrigens war Gene Logic vorige Woche 2mal TOP TIP der Woche im Börsenbrief-Fax Global Biotech Investor.

[mtiggy]

Global Biotech Investing sind absolute Blindfische. Die empfehlen GLGC schon lange,
z.B. Ende April: KZ 122 Dollar, haben sie dann revidiert auf 50 Dollar! Wahrscheinlich
sitzen die noch auf ner Menge teuerer Stücke. Meine Vermutung.

[ricox]

@ mtiggy

Wenn Du eine bessere Performance als BDI hast, dann kannst Du solche Sprüche klopfen.
Die sind immerhin darauf angewiesen, daß die Abonenten mit den Ratschlägen zufrieden sind, denn sonst abonniert ja keiner mehr.
Ich beziehe BDI und bin sehr zufrieden mit denen.
Die meisten der Aktien, die darin erwähnt werden und sehr gute Performance aufweisen, hab ich vorher nicht gekannt - und würd sie heute noch nicht kennen.
Es ist eben nichts schwerer zu kalkulieren als Biotechs - sind ja immerhin alle Zukunftsaktien - nichts mit KGV oder sonst irgendwelchen Fundamentals - Siemens kann man wohl tausendmal leichter prognostizieren.

Aber: Hauptsacht Du bist klasse.

[mtiggy]

ja ja hier wird wieder mal auf persönlicher Ebene diskutiert, das gefällt mir gar nicht.
Liegt wohl daran, daß der persönliche Frust wieder ein unerträgliches Ausmaß annimmt.
Was ist eigentlich BDI? Ich rede von GBI. Daß die nunmal bei Gene Logic total daneben
lagen ist Fakt und überprüfbar. Da gibt es nichts zu diskutieren. Zu Deiner Verwunderung:
Auch ich habe Gene Logic noch im Depot, aber nicht aufgrund von GBI. Ich warte auf
die nächsten Zahlen, sollte da wiederum enttäuscht werden: RAUS DAMIT!

[Meier M]

vielleicht heute!

mfg

[mtiggy]

was ist heute? zahlen kommen doch erst 30.10.
mfg

[Meier M]

Servus mtiggy,

hat sich eigentlich gut gehalten!

mfg

[jumanii]

Hallo,

dieser Artikel verspricht doch vieles!


In dem Ausmaß, wie sich die Informationen aufgrund des entschlüsselten
Gen-Materials verdichten ließen, sei GeneLogic in der Lage, seine
Datenbank so zu strukturieren, dass damit Kundenbedürfnisse ungleicher Art
befriedigt werden könnten.

Die Module ToxExpress und PharmExpress gestatteten beispielshalber die
gezielte Evaluation der Wirksamkeit oder Toxität von Wirkstoffen, die von
Pharmaunternehmen im Rahmen der Erforschung und Entwicklung neuer
Medikamente geprüft würden.

Die Umsatz- und Gewinnerwartungen dieser speziellen Datenbanken seien in
den Monaten Juni und Juli erst einmal auf ein nüchternes Maß
zurückgestutzt worden.

Bei Kursen im Bereich um 24,50 € habe die Aktie ein Kurspotential
von 500% bis zu den alten Höchstständen. Im Branchenvergleich weise die
Aktie eine unterdurchschnittliche Bewertung auf, so das Researchteam.


mfg

[mtiggy]

Quelle des Artikels wäre nicht schlecht, danke!

[jumanii]

Hot Stock Investor! naja

mfg

[Meier M]

up

[Meier M]

(1)GLGC has maintained that none of its activities infringed Incyte`s patents, and, if the courts agree, there should be no problem.
(2)IMHO it is interesting that Incyte filed suit immediately after GLGC`s successful secondary offering.
(3)Incyte clearly feels threatened in terms of market position by the combination of AFFY+GLGC. Whether their filings have
merit remains to be seen.
(4)A speedy resolution, in any case is desirable. If favoraable to GLGC, this gives them a clear track. If unfavorable, it`s better to
be losing money when losing a suit of this sort than making money, as damages awarded will be smaller.


mfg

[tjatja]

FWIW - I thought that article was a hatchet job against GLGC. As for today`s movement, I thought it was a little more than
sympathy. GLGC is AFFX`s biggest GeneChip customer. I believe that the UK legal settlement relieves AFFX of royalty fees.
AFFX has been sensitive to the relatively high cost of its chips, and this development may allow them to lower their costs. This in
turn results in reduced expenses for GLGC, and an improved profitability picture.


mfg

[tjatja]

FWIW - I thought that article was a hatchet job against GLGC. As for today`s movement, I thought it was a little more than
sympathy. GLGC is AFFX`s biggest GeneChip customer. I believe that the UK legal settlement relieves AFFX of royalty fees.
AFFX has been sensitive to the relatively high cost of its chips, and this development may allow them to lower their costs. This in
turn results in reduced expenses for GLGC, and an improved profitability picture.


mfg

[tjatja]

FWIW - I thought that article was a hatchet job against GLGC. As for today`s movement, I thought it was a little more than
sympathy. GLGC is AFFX`s biggest GeneChip customer. I believe that the UK legal settlement relieves AFFX of royalty fees.
AFFX has been sensitive to the relatively high cost of its chips, and this development may allow them to lower their costs. This in
turn results in reduced expenses for GLGC, and an improved profitability picture.


mfg

[Meier M]

servus tjatja

heute müßten wir die marke von 27$ überwinden!

mfg

[Meier M]

Article for Gene Logic Inc (NASDAQ NM:GLGC)
4:45 PM



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PHILADELPHIA, Nov 3, 2000 (BUSINESS WIRE) -- The AEA Classic will be broadcast by Investor Broadcast Network
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-- Applied Films Corporation (NASDAQ: AFCO) President and CEO,
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[Meier M]

Servus zusammen,

ein paar Anhaltspunkte für Neueinsteiger!


We were incorporated in September 1994 and have devoted substantially all of our resources to the
development of our genomics technologies, bioinformatics systems and database products for use in
pharmaceutical, diagnostic and agricultural product research and development.

Since 1997, we have developed custom gene expression databases designed for certain of our
customers` internal programs and needs and targeted to specific therapeutic areas of interest, including
heart failure, kidney disease, osteoporosis, psychiatric disorders and other major illnesses. Building on
this know-how, in March 1999, we began developing the GeneExpress Suite, our large-scale reference
database of gene expression information. The GeneExpress Suite contains information from a broad
range of normal and diseased human tissues, tissues from experimental animals, human and animal cell
lines and tissues that have been treated with many different drugs. We completed development of the
first commercial version of the GeneExpress Suite in November 1999. We currently market the
GeneExpress Suite through nonexclusive subscriptions to customers in the pharmaceutical,
biotechnology and diagnostic industries, and are developing versions of the database suite to market to
the academic and government life science research community and to physicians and patients. We
sold our first subscription to the GeneExpress Suite in December 1999.

Customers for our custom database and related software products can provide us with various
combinations of recurring technology and database access fees, research fees, certain additional
payments upon the attainment of research and product development milestones, royalty payments
based on sales of any products resulting from their use of our products, and nonrefundable upfront
payments. Subscribers to our GeneExpress Suite pay us varying database subscription fees depending
upon the level and type of information they obtain.

Technology and database access fees are recognized evenly over the term of each customer
agreement. We recognize revenues from research and development support when they are earned,
which is ordinarily when the work is performed or costs are incurred. Milestone payments and
royalties are recognized when they are earned in accordance with the applicable performance
requirements and

9.


contractual terms. Subscription fees to the GeneExpress Suite are recognized evenly over the term of
the subscription. Nonrefundable upfront payments received for the value of data purchased,
transferred technology or other contractual rights that are not contingent upon future performance
under the terms of the agreements are recognized as revenue when earned. Under collaboration
agreements in which we create research databases in exchange for fixed fees, revenues from such
collaborations are recognized on the percentage-of-completion method.

Our future profitability will depend in part on the successful establishment of agreements with
additional customers which include various combinations of genomic databases, bioinformatics
software and genomics technology and the successful commercialization of the GeneExpress Suite.
Payments for access to custom databases and the GeneExpress Suite are expected to be our primary
source of revenue for the foreseeable future. We have not received, and do not expect to receive,
significant royalty or other revenues from development and commercialization of products by our
customers using our databases and other technology for several years, if at all. Revenues from our
customers may be subject to significant fluctuation in both timing and amount, and, therefore, our
results of operations for any period may not be comparable to the results of operations for any other
period.

We have incurred operating losses in each year since our inception. At September 30, 2000, we had
accumulated losses of approximately $96.2 million. Our losses have resulted principally from costs
incurred in the development of our gene expression databases, a $35.2 million non-recurring charge
incurred in connection with our acquisition of Oncormed and selling, general and administrative costs
associated with our operations. These costs have exceeded our revenues which, to date, have been
generated principally from agreements for our custom database and related software products. We
expect to incur additional operating losses in future years.

RESULTS OF OPERATIONS

Three and Nine Months Ended September 30, 2000 and 1999

Revenues increased $1.0 million or 25% to $5.3 million for the three months ended September 30,
2000 from $4.2 million for the same period in 1999. Revenues increased $3.3 million or 25% to $16.8
million for the nine months ended September 30, 2000 from $13.5 million for the same period in 1999.
The increase in revenues resulted primarily from additional subscribers to the GeneExpress Suite of
products offset somewhat by a decline in custom database revenues due in part to the conclusion of a
collaboration with Aventis CropScience. Payments from each of American Home Products Corp.`s
Wyeth-Ayerst Laboratories, Genaissance Pharmaceuticals, Japan Tobacco and Procter & Gamble
accounted for 10% or more of revenue for the three months ended September 30, 2000. Payments
from each of Aventis CropScience, Japan Tobacco and Procter & Gamble accounted for 10% or
more of revenue for the three months ended September 30, 1999 and the nine months ended
September 30, 2000. Payments from each of Aventis CropScience, Japan Tobacco, Organon and
Procter & Gamble accounted for 10% or more of revenue for the nine months ended September 30,
1999.

Research and development expenses increased to $12.0 million and $31.0 million for the three and
nine months ended September 30, 2000, respectively, from $7.0 million and $21.5 million for the same
periods in 1999. The increase in research and development expenses for the three and nine month
periods ended September 30, 2000 was primarily attributable to increased tissue acquisition and
processing costs, Affymetrix GeneChips usage, and agreements with third parties to expand and
enhance the content and product offerings of the GeneExpress Suite. We expect research and
development expenses to increase as we expand the content of the GeneExpress Suite, further
develop the Flow-thru Chip and pursue our collaboration with Life Technologies, Inc.

Selling, general and administrative expenses increased to $4.7 million and $12.7 million for the three
and nine months ended September 30, 2000, respectively, from $2.3 million and $6.1 million for the
same periods in 1999. For the three and nine month periods approximately $1.9 million and $4.3 million,
respectively, of the increase was attributable to the establishment of sales and marketing efforts. The

10.


remainder of the increase is due to the expansion of general business operations. Selling, general and
administrative expenses are expected to increase as we expand our product offerings and sales and
marketing efforts.

Amortization of goodwill was $0.4 million and $1.1 million for the three and nine months ended
September 30, 2000, respectively, as a result of the acquisition of Oncormed in September 1998.

Net interest income increased to $3.8 million and $10.0 million for the three and nine months ended
September 30, 2000, respectively, from $0.1 million and $0.6 million for the same periods in 1999
primarily due to investment of the proceeds of our public offering of common stock in February 2000.

LIQUIDITY AND CAPITAL RESOURCES

From inception through September 30, 2000, we have financed our operations through the sale of
equity securities, payments from customers, and equipment and tenant improvement financing. In
February 2000, we completed a public offering of 4,680,000 shares of our common stock (including
exercise of the underwriters` over-allotment option), generating net proceeds of approximately $247.5
million. As of September 30, 2000, we have also obtained $0.5 million of capital lease financing and
$6.3 million under equipment and tenant improvement loans. As of September 30, 2000, we had
approximately $231.4 million in cash, cash equivalents and marketable securities, compared to $12.4
million as of December 31, 1999.

Net cash used in operating activities was $13.2 million for the nine months ended September 30, 2000
compared to $10.0 million for the same period in 1999. During the nine months ended September 30,
2000 and 1999, we primarily used cash to fund our operating losses.

The Company`s investing activities, other than sales, maturities and purchases of available-for-sale
securities, consisted of capital expenditures, an $8.1 million equity investment in NeuralStem and
software and database development costs. The increase in capital expenditures, which totaled $6.3
million and $2.8 million for the nine months ended September 30, 2000 and 1999, respectively, was
primarily due to increases in capacity needed to expand the content of the GeneExpress Suite of
products. During the fourth quarter of 2000 and the first quarter of 2001, we expect to invest
approximately $6.0 million in tenant improvements to meet our expanding facility requirements.

Software and database development costs were $5.2 million and $0.5 million for the nine months
ended September 30, 2000 and 1999, respectively. We incurred software development costs of $3.1
million and $0.5 million for the nine months ended September 30, 2000 and 1999, respectively, related
to ongoing efforts to enhance the software interface of the GeneExpress Suite. Also, during the three
months ended September 30, 2000 we incurred $2.2 million of database development costs related to
the update of our GeneExpress Suite data as a result of Affymetrix, Inc.`s release of their HU-95
Human Genome GeneChip set. This new set includes 60,000 human genes and ESTs as compared to
the HU-35 Human Genome GeneChip set which included 42,000 human genes and ESTs. Software
and database development costs are being amortized over their expected useful lives of three and two
years, respectively. Software development costs are expected to continue as a result of ongoing
efforts to further enhance the GeneExpress Suite while database development costs are not expected
to recur in the near future.

Our financing activities, other than the repayment of capital lease obligations and equipment loans,
consisted of the issuance of common stock primarily through our public offering in February 2000 and
the exercise of stock options.

We believe that existing cash and cash equivalents and anticipated payments from customers will be
sufficient to support our operations for the foreseeable future. These estimates are forward-looking
statements that involve risks and uncertainties. Our actual future capital requirements and the
adequacy of

11.


our available funds will depend on many factors, including those discussed in our Annual Report on
Form 10-K for the year ended December 31, 1999 and the following:

- progress of our discovery programs;

- the number and breadth of these programs;

- our ability to establish and maintain additional arrangements with customers, including additional
subscriptions to the GeneExpress Suite;

- the commercial success of the in-process technologies we acquired in our acquisition of Oncormed;

- the progress of the development and commercialization efforts of our customers;

- the level of our activities relating to our independent discovery programs and to the development and
commercialization rights we retain in our arrangements with customers;

- competing technological and market developments;

- the costs associated with obtaining access to tissue samples and related information; and

- the costs involved in preparing, filing, prosecuting, maintaining and enforcing patent claims and other
intellectual property rights.

We could require additional financing in the future, which we may seek to raise through public or
private equity or debt offerings. To the extent that we raise additional capital by issuing equity or
convertible debt securities, ownership dilution to stockholders will result. If adequate financing is not
available when needed, we may be required to:

- curtail significantly one or more of our research and development programs;

- obtain funds through arrangements with customers that may require us to relinquish rights to certain
of our technologies, discoveries or potential products; or

- grant licenses on terms that are not favorable to us.

12.