Wer weiß was über Integra Lifesciences Wkn. 897013 ??? - 500 Beiträge pro Seite

[Kurspotenzial]

Hallo,
habe gerade ein Probeexemplar von Dem Börsenbrief the Cutting Edge (Hrsg. Otmar Weber , bekannt aus der Ribrik Technologie von Börse Online) bekommen. Der Brief spezialisiert sich ausschlielich auf Micro-Caps, also Unternehmen mit geringer Market-Cap.
Top-Empfehlung ist die Biotech Firma Integra Lifesciences, die sich auf Körpertransplate spezialisert.
Aktuell. 15 $ in USA mit einem KGV von 50 bzw. 30 in 2001 und 2002. Marktkapitlaisierung nur 250 Mio $ bei prognostizierten 100 Mio Umsatz in 2001. Somit ein Geschenk gegenüber Biotechs am NM.
Wer hat nähere Informationen zu dem Wert, der bislang hier im Board nicht diskutiert wird ?

MFG

[Madsen]

Integra LifeSciences (ticker: IART, exchange: NASDAQ) News Release - 11-Jan-2001


--------------------------------------------------------------------------------
Integra NeuroSciences and GMSmbH Announce FDA Clearance for LICOX Brain Tissue Oxygen Monitoring System; Product Launch to Begin Immediately

PLAINSBORO, N.J.--(BUSINESS WIRE)--Jan. 11, 2001--Integra LifeSciences Holdings Corporation (Nasdaq:IART) and GMSmbH today announced that Integra NeuroSciences has received 510(k) clearance from the United States Food and Drug Administration (FDA) to market the LICOX(R) Brain Tissue Oxygen Monitoring System in the United States.

Presenting at the 19th Annual Chase H&Q Healthcare Conference in San Francisco, CA, Stuart M. Essig, Integra`s President and Chief Executive Officer commented "Integra NeuroSciences` launch of the LICOX(R) product in the United States is scheduled to begin in the first quarter of 2001, with important marketing activities to begin at the annual meeting of the American Association of Neurological Surgeons in April 2001."

The LICOX(R) system, which is manufactured by German-based GMSmbH, is a system for continuous quantitative regional monitoring of dissolved oxygen and temperature in body fluids and tissues. These measurements are valuable diagnostic and prognostic indicators with important clinical and research applications.

The LICOX(R) system is the culmination of over ten years of developmental refinement. System calibration is fast and simple, electrode accuracy is excellent and readings are corrected for temperature fluctuations every two seconds. The small size and long-term stability of the sensors make the system useful for critical care and intraoperative monitoring.

The LICOX(R) system is a universal clinical tissue oxygen and temperature monitor. Its oxygen and temperature micro catheter probes are precalibrated and are supplied with their individual calibration data electronically stored on a smart card. The probes are simple to use and accurate even in long-term use.

The accuracy of the LICOX(R) system at low critical thresholds of brain tissue oxygenation is essential for reliable diagnosis and treatment control of brain tissue hypoxia and ischemia.

"Integra, through its Camino(R) and Ventrix(R) lines, is already a leader in providing products that measure clinically important brain parameters," said Linda Littlejohns, Integra`s Vice President of Clinical Development. "The 510(k) clearance from FDA of the LICOX(R) Oxygen Monitoring System will provide Integra with another leading and complementary technology to support doctors and nurses and their patients in the neuro intensive care unit and further establishes Integra NeuroSciences as a leader in neurotrauma and critical care."

The LICOX(R) products have CE Mark Certification and are approved for clinical use in Europe, Australia and New Zealand. In the European Community, the LICOX(R) Brain Oxygen Monitoring System has proven useful in monitoring cerebral tissue oxygen in neurotrauma, subarachnoid hemorrhage, stroke and vascular compromise.

"I am very excited to receive such rapid clearance to market from FDA and look forward to launching the product in the United States through Integra NeuroSciences` sales force," said Dr. Wolfgang Fleckenstein, President and Chief Executive Officer of GMSmbH.

In July 2000, Integra announced that its Integra NeuroSciences division extended for seven years its exclusive sales and distribution agreement for the LICOX(R) products with GMS. This agreement provides for the introduction by Integra of the LICOX(R) products in the United States, Canada, Mexico, England, and Central and South America.

Integra NeuroSciences, the neurosurgical device division of Integra LifeSciences Holdings, designs, manufactures and sells, implants, instruments and monitors used in neurosurgery and intensive care units, primarily for the treatment of neurotrauma and surgery.

Together with its seven-person medical education unit, Integra NeuroSciences` direct selling effort exceeds 50 field personnel in the United States and England. Integra NeuroSciences also sells its products in approximately 80 countries worldwide through a combined network of approximately 100 international distributors.

Integra LifeSciences Holdings Corporation has its corporate headquarters in Plainsboro, NJ. Manufacturing and research facilities are also located in San Diego, CA, Anasco, Puerto Rico, Andover, England and Exton, PA. The Company has approximately 515 permanent employees. Please visit the Company`s Website at (http://www.integra-ls.com).

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements relating to the launch of the Licox(R) products in new markets, market acceptance of these products and their use in approved therapeutic applications. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from predicted or expected results. Among other things, manufacturing capacity of the supplier may affect product launch activities, competing products may affect market acceptance of the products, and the willingness of physicians to adopt the Licox(R) product technology may affect its use in approved therapeutic applications. In addition, the economic, competitive, governmental, technological and other factors identified in the filings of Integra LifeSciences Holdings Corporation with the Securities and Exchange Commission could affect Integra`s actual results. Integra disclaims any obligation to update any of the forward-looking statements contained herein to reflect future events or developments.

Integra NeuroSciences
Fact Sheet


Integra NeuroSciences is the neurosurgery division of Integra LifeSciences Holdings Corporation. Integra NeuroSciences has consistently brought innovative technologies to market. Integra NeuroSciences` products are as follows:

Products Use Brand

Intracranial For continuous pressure, Camino(R); Clinical
monitoring and temperature and oxygen Neuro Systems(TM);
drainage monitoring of the brain Ventrix(R) intracranial
following injury pressure monitoring and
drainage systems;
LICOX(R) oxygen monitoring
systems

Dural grafts For repair of damage DuraGen(TM) Dural
to the dura mater, the Graft Matrix
membrane that encases
the brain and spinal
column

Neurosurgical For removal of tumors Selector(R) Integra
systems Ultrasonic Aspirator;
Integra Coblation(R)

Neurosurgical Specifically designed Heyer-Schulte(R);
shunts for the maintenance of Novus(R); Spetzler(R);
the chronic condition Pudenz(R); LPV-II(TM)
hydrocephalus, i.e. shunting systems
excess pressure in
the brain

Neurosurgical Specialized surgical edmond(TM)-Ruggles(TM)
instruments instruments for neurosurgical and spinal
neurosurgeons instruments

Neuroendoscopy For minimally invasive Neuro Navigational(R)
surgical access to flexible endoscopes for
the brain neurosurgery


Source: Integra LifeSciences Holdings Corporation


CONTACT: Integra LifeSciences Holdings Corporation, Plainsboro
John B. Henneman, III, 609/936-2481
[e-mail]
or
John Bostjancic, 609/936-2239
[e-mail]

[Madsen]

Corporate Profile
Integra LifeSciences Holding Corporation (Nasdaq: IART), founded in 1989, develops, manufactures and markets medical devices, implants and biomaterials. Integra`s operations consist of (1) Integra NeuroSciences, which is a leading provider of implants, instruments and monitors used in neurosurgery, neurotrauma, and related critical care and (2) Integra LifeSciences, which develops and manufacturers a variety of medical products and devices, including products based on proprietary tissue regeneration technology, which are used to treat soft tissue and orthopedic conditions. Integra NeuroSciences sells primarily through a direct sales organization. Integra LifeSciences primarily sells through strategic alliances and distributors. With approximately 485 employees, Integra has its corporate headquarters in Plainsboro, New Jersey, and facilities in San Diego, California, Andover, England, Exton, Pennsylvania and Anasco, Puerto Rico.

Mission Statement
Integra LifeSciences, through acquisitions and strategic partnerships, seeks to be the world`s leading company providing customers with clinically relevant, innovative and cost-effective products that improve the quality of life.


The Company does business in more than 80 countries around the world and is actively engaged in two business lines:

Integra NeuroSciences
Integra LifeSciences
The Company has an active research and development program and is consistently looking to expand its product portfolio through acquisitions and strategic alliances.

Research and Development
Corporate Development
The Company also is an active contract manufacturer and conducts contract research and development.

Contract Manufacturing

[Madsen]

Aber wie im anderen Thead schon geschrieben steht-schaut euch mal die Websites von IART an:
http://www.integralifesciences.com
Mfg Madsen

Vielleicht läßt sich wirklich Geld verdienen mit der Aktie
Mal schaun

[Kurspotenzial]

Hallo,

erstmal vielen Dank für die Resonanz auf diesen Thread.
Ich denke, daß Integra eine wirkliche Perle sein kann, die Firma ist seit dem 3.Quartal 2000 profitabel.
Erwirtschafet wurden per 30.9.2000 ein Ergebnis von 7 cents je Aktie, erwartet wurde ein Verlsu ein 2 Cents.
Integra hat eine gute Strategie, die Produkt werden über eine strategische Allianz mit Johnson und Johnson weltweit vertrieben. Bei einer Bewertung von 250 Mio $ kann man ncihts falschmachen. Analysten gehen von einem Ergebnis von 14 Cents in 2000, 28 Cents in 2001 und bis zu 49 Cents in 2002 aus. Das sind jährliche Steigerungsraten von 100%, bei einem 2002er KGV von 30!!.
Übrigens steht ab dem 30. Januar eine Bioech-Konferenz bie Piper Jeffray und ab dem 06.Februar eine weitere bei H&Q auf dem Programm, von der positive Impulse ausgehen können.
Ich werde mir ein paar Stücke davon am Montag ins Depot legen. Vielleicht solltet Ihr auch mal abseits der Großen MLM, HGSI, PDLI, VRTX, MYGN, IDPH etc. einen Blick auf diese kleine aber feine Gesellschaft werfen.
Vielleicht kann mal jemand den Chart hier reinstellen, ich weiß leider nicht, wie das geht.

MFG und viel Anlageerfolg

Kurspotenzial

[thomy18]

[zomby]

Die ganze Sache klingt einigermaßen plausibel. Auch die Fakten wurden offenbar richtig dargestellt. Die Frage ist natürlich, was damit bezweckt wird, so einen Börsentip breit in Deutschland zu streuen. Klar ist auch, daß die Börsenumsätze in Deutschland minimal sind. Wenn auch nur die 25 Leute, die bis jetzt diesen Thread gelesen haben, die Aktie in Frankfurt ordern, wird es einen ordentlichen Anstieg geben. Vielleicht lesen auch viele eher unbedarfte Leute diesen Brief, gehen morgen zu ihrer Sparkasse und ordern unlimitiert ? Möglicherweise die Gelegenheit für gute Arbitragegeschäfte mit den USA ?
Übrigens, auf der website von Integra gibt es einen link zu der Aufzeichnung eines Analysten- telephone-call mit dem Titel "Integra LifeSciences to Discuss Preliminary Q4 2000 Results and Outlook for 2001 and 2002 ". Leider bin ich zu blöd die Aufzeichnung in Gang zu bringen oder runterzuladen. Es wäre interessant die Q4 Ergebnisse und Ausblicke für 2002 zu kennen.
Grüße zomby

[Kurspotenzial]

@ thomy 18

vielen Dank für die Charts, wie man sehen kann, ist die offensichtlich positive fundamentale Lage bei Integra auch mit einem vielversprechenden Chart verbunden. Seit Dezember wurde die Marke von 12 Euro zweimal erfolgreich getestet und dürfte als gute Unterstützung dienen.
Am Freitag war der Schlußkurs in New York bei ca. 15 $, was einen Kurs von ca. 16,5 E ergeben dürfte.
Auf jeden Fall hat sich Integra in dem Biotech-Einbruch von vor zwei Wochen besser behauptet als die großen Player.

@ Zomby

nun, es ist nicht gerade ein großer Börsenbrief und dementsprechend wird er auch nicht von vielen Leuten gelesen. In etwa vergleichbar mit einem Spezialbrief wie der High-tech-Investor, allerdings mit ausschließlichem Fokus aus dem Microcap-Bereich.
So wurde bspw. vor einem Jahr Aviron vorgestellt, bevor Förtsch den Wert geputscht hat, bis heute liegt der Tip rund 200 % vorne, auch wurde Rambus schon vor 2 Jahren empfohlen.
Außerdem denke ich nicht, daß man den Wert hier in Deutschland kaufen sollte, bei jedem guten Direct-Broker ist eine Auslandsorder doch heute nicht mehr so teuer und man liquide handeln.

Was den Outlook 2002 und die earnings im 4. Quartal angehen, bleibe ich am Ball.
Vielleicht stößt ein Investor mit Integra ja auf eine kleine Perle.

MFG

[Kurspotenzial]

Erstmal ein paar Infos über Integra


Earnings Estimates

First Call Earnings Estimates Summary
Integra LifeSciences (ticker symbol: IART)

Fiscal Year Ending Dec Last Changed: 19-Jan-2001

--------------------------------------------------------------------------------

Brok
2003 0.61 1 0.61 1
2002 0.49 2 0.49 2
2001 0.04 0.05 0.06 0.09 0.24 3 0.24 3
2000 -0.09A -0.08A 0.07A 0.02 -0.10 2 -0.10 2
1999 -0.19A -0.23A -0.13A -0.04A -0.60A 2 -0.60 2
1998 -0.20A -0.20A -0.18A -0.16A -0.75A 3 -0.75 2
1997 -0.12A -0.14A -0.17A -0.24A -1.15A 2 -1.15 2

--------------------------------------------------------------------------------

Consensus Recommendation: 2.0 Consensus 5-yr Growth Rate: 65%

Calendar of Events



Event Date(s)

U.S. Bancorp Piper Jaffray Healthcare Conference
1/30/2001 5:00 PM ET

Merrill Lynch Global Pharmaceutical, Medical Device, & Biotechnology Conference
2/6/2001 1:30 PM
Preliminary Q4 2000 Earnings Estimate Conference Call and 2001 Financial Outlook

Q4 2000 Earnings Release and Conference Call
The live and archived webcast of the conference call will be accessible through a link that will be provided on the Investor Relations page of our website. 2/28/2001 9:00 AM

Lehman Brothers Healthcare Conference
FL 3/1/2001 10:45 AM

Q1 2001 Earnings Release and Conference Call
The live and archived webcast of the conference call will be accessible through a link that will be provided on the Investor Relations page of our website. 5/9/2001 9:00 AM

2001 Annual Meeting of Stockholders
5/15/2001 9:00 AM



Fundamentals
for Integra LifeSciences (ticker symbol: IART)

Current Pricing
as of 26-Jan-2001
Market Capitalization (000) $256,000
Close Price (26-Jan-2001 12:00 Midnight) $14.94
52 Week High $20.00
52 Week Low $6.69
YTD High $16.00
YTD Low $9.88
Price Change - 10 Day 23.2%
Price Change - 4 Week 9.6%
Price Change - 26 Week 25.8%
Price Change - 52 Week 89.6%
Price Change - YTD 9.6%

Income Statement (FY)
Fiscal year ended December, 1999
Annual Operating Revenue (000) $42,500
Oper. Profit Before Dep. & Amort.(000) ($10,200)
Pre-tax Income (000) ($7,800)
Total Net Income (000) ($6,000)
Fiscal EPS - Basic from Total Operations ($0.40)
Fiscal EPS - Diluted from Total Operations ($0.40)
Return on Equity NA
Return on Invested Capital NA
Pre-tax Profit Margin -18.4%
Post-tax Profit Margin -14.1%


Shares Outstanding
Shares Outstanding (000) 17,156
Shares Outstanding Date 2-Dec-2000
Balance Sheet Shares Outstanding (000) 16,130
Daily Volume % 10 Day Avg. 65%
Avg. Daily Volume Last 10 Days 17,200


Shareholdings
Short Interest Latest Date 12-Dec-2000
Short Interest Shares 30,138
Short Interest Ratio 1.0
Net Insider Latest Date 30-Nov-2000
Net Insider Transactions -47
Institutional Holdings Latest Date 31-Dec-2000
Shares Held by Institutions (000) 2,554
# of Institutions Holding Shares 27
% of Shares Outstanding Held by Institutions 14.8%

MFG

[Kurspotenzial]

Leider noch nichts über den outlook 2001 gefunden, hier erstmal die Bilanz für das Dritte Quartal 2000.


Integra LifeSciences (ticker: IART, exchange: NASDAQ) News Release - 8-Nov-2000


--------------------------------------------------------------------------------
Integra LifeSciences Reports $1.7 Million Net Income on 61% Growth in Revenues

PLAINSBORO, N.J.--(BUSINESS WIRE)--Nov. 8, 2000--

Earnings Before Interest, Taxes, Depreciation and Amortization

Totals $3.4 Million

Integra LifeSciences Holdings Corporation (Nasdaq: IART) today reported financial results for the third quarter ended September 30, 2000. Revenues for the quarter were $19.6 million, an increase of approximately $7.4 million, or 61 percent, from revenues of $12.1 million for the comparable quarter ended September 30, 1999. Product sales for the quarter grew by more than $5.4 million, or 47 percent, to $16.9 million, as a result of sales growth in existing product lines and sales from product lines acquired earlier this year. Other revenues for the quarter increased $2.0 million to $2.7 million, as the Company earned $2.2 million of revenues under various licensing and distribution agreements.

For the third quarter of 2000, the Company reported income from operations of $2.0 million, which included $668,000 of amortization of goodwill and other intangibles, the first time in the Company`s history that it has reported an operating profit. This compares to the $2.7 million operating loss reported in the third quarter of 1999, which included $270,000 of goodwill and intangible amortization and $740,000 of non-recurring costs associated with acquisitions.

Net income for the third quarter of 2000 was $1.7 million, or $0.07 per share, as compared to a net loss of $2.0 million, or $0.14 per share, in the comparable prior year quarter. Included in the per share amounts for both quarters is a $0.02 per share effect of dividends on preferred stock.

Earnings before interest, taxes, depreciation and amortization (EBITDA) for the third quarter of 2000 were $3.4 million, as compared to a negative $1.8 million in the comparable prior year quarter.

Product sales for the Integra NeuroSciences division were $11.9 million during the third quarter of 2000, an increase of $4.8 million over the comparable quarter of 1999. Sales of the DuraGen(TM) Dural Graft Matrix, which was launched in the third quarter of 1999, increased to $1.7 million during the third quarter of 2000, while sales of the recently acquired Clinical Neuro Systems(TM) line of external drainage products and Selector(R) Integra Ultrasonic Aspirator and Ruggles(TM) surgical instrumentation product lines totaled $2.9 million.

The Integra NeuroSciences division also includes the Camino(R) and Ventrix(R) lines of intracranial pressure monitors, the Integra Coblation(R) Neurosurgical Systems for tumor removal, the Heyer-Schulte(R) line of hydrocephalus management products, Neuro Navigational(TM) flexible endoscopes for minimally invasive neurosurgery, and the Redmond(TM) line of surgical instruments for brain and spine surgery.

"The success of our DuraGen(TM) product and the new products acquired through recent acquisitions are leading the growth in the Integra NeuroSciences business," said Stuart Essig, President and Chief Executive Officer of Integra. "Our broad line of innovative, life saving products and the experience of our direct sales force of approximately 50 neurospecialists in the United States and England have made Integra a leader in the neurosurgery market."

Product sales for the Integra LifeSciences division were $5.0 million, an increase of $0.6 million from the third quarter of 1999. Sales growth in the Integra LifeSciences business was led by sales of collagen matrices to the Genetics Institute division of American Home Products Corporation for use in their human recombinant bone morphogenetic protein-2 ("rhBMP-2") program for various orthopedic and periodontal applications, and $0.5 million of sales of the recently acquired Spembly Medical line of cyrosurgery products.

The Integra LifeSciences division includes all of the Company`s products sold outside the neurosurgery market, including INTEGRA(R) Dermal Regeneration Template, tyrosine polycarbonate materials for the manufacture of resorbable orthopedic implants, collagen matrices for use in Genetics Institute`s and Medtronic Sofamor Danek`s rhBMP-2 programs, the Spembly Medical line of cryosurgery products, a broad line of hemodynamic shunting products, VitaCuff(TM) and BioPatch(TM) infection control devices, Biomend(TM) products for guided tissue repair following periodontal surgery, and Helistat(R) and various other collagen hemostatic agents for general and dental surgery.

"Sales of Integra LifeSciences division products through our strategic marketing and distribution partners continue to be strong, and operating results have benefited from sales growth and from the research funding received from strategic partners and government grants," said Mr. Essig. "In the third quarter, the Integra LifeSciences division financed more than 60% of its research and development expenses through funding received from strategic partners and government grants."

Consolidated gross margins on product sales increased to 57% of product sales in the third quarter of 2000 from 52% of product sales in the third quarter of 1999, after adjusting for fair value acquisition related charges recorded in that quarter. Consolidated other operating expenses (excluding cost of product sales) increased $1.5 million from $8.8 million in the third quarter of 1999 to $10.3 million in the third quarter of 2000. In the third quarter of 2000, total operating expenses in the Integra NeuroSciences division increased $2.4 million to $10.2 million, with the division reporting a $1.9 million operating profit, and total operating expenses in the Integra LifeSciences division increased $0.1 million to $5.3 million, with the division reporting a $2.2 million operating profit. Corporate operating expenses decreased $0.1 million to $1.5 million, while intangible asset amortization increased $0.4 million to $0.7 million.

"Integra had an outstanding quarter and for the first time in the Company`s history reported income from operations, with both the Integra NeuroSciences and Integra LifeSciences divisions reporting operating profits," remarked Mr. Essig. "This quarter was a turning point in the Company`s history and, through a continued focus on sales growth and operating cost containment, I expect that we will continue to show profitable results in the future."

The Company has scheduled a conference call for 9:00 am EST today, November 8, 2000, to discuss the financial results for this quarter. The call is open to all listeners and will be followed by a question and answer session. Access to the live conference call is available by dialing [phone] in the United States or [phone] for international listeners. Access to the call will also be available through a live webcast of the call via a link provided in the Investor Relations section of Integra`s website at www.Integra-LS.com. Listeners participating via the live webcast will not be able to ask questions in the question and answer session following the call.

Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of spinal and cranial disorders, soft tissue repair and orthopedics. Integra is a leader in applying the principles of biotechnology to medical devices that improve the patient`s quality of life. The Company sells its products in approximately 80 countries. Its corporate headquarters are located in Plainsboro, New Jersey, and major facilities are located in San Diego, California, Andover, England, and Anasco, Puerto Rico. The Company has approximately 485 permanent employees. Please visit the Company`s website at (http://www.integra-LS.com).

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ from predicted results. Forward-looking factors include, but are not limited to, statements concerning future profits, market potential, potential therapeutic applications, growth in product sales as well as operating cost containment. In addition, the economic, competitive, governmental, technological and other factors identified under the heading "Risk Factors" included in the Business section of Integra`s Annual Report on Form 10-K for the year ended December 31, 1999 and information contained in subsequent filings with the Securities and Exchange Commission could affect actual results.

INTEGRA LIFESCIENCES HOLDINGS CORPORATION
CONSOLIDATED FINANCIAL RESULTS
(In thousands, except per share data)
(UNAUDITED)

STATEMENT OF OPERATIONS DATA:

Three Month Period Nine Month Period
Ended September 30 Ended September 30
2000 1999 2000 1999

Product sales $16,890 $11,464 $45,810 $28,202
Other revenue 2,669 663 5,071 1,443
Total revenue 19,559 12,127 50,881 29,645

Cost of product sales
(including depreciation of
$473, $276, $1,272, and
$914, respectively) 7,345 6,051 20,999 16,434
Research and development 1,741 2,198 5,497 6,393
Selling and marketing 4,072 2,409 10,856 6,883
General and administrative 3,481 3,584 10,830 9,771
Amortization and other
depreciation 964 582 2,609 1,221
Total costs and expenses 17,603 14,824 50,791 40,702

Operating income (loss) 1,956 (2,697) 90 (11,057)

Gain on disposition of
product line -- -- 1,146 4,161
Other (expense) income, net (159) 127 (195) 389

Net pre-tax income (loss) 1,797 (2,570) 1,041 (6,507)

Income tax expense (benefit) 80 (541) 303 (1,322)

Net income (loss) $ 1,717 $(2,029) $ 738 $(5,185)

Net income (loss) per
Common share
- Basic $ 0.07 $(0.14) $(0.26) $(0.34)
- Diluted $ 0.07 $(0.14) $(0.26) $(0.34)

Weighted average Common
shares outstanding
- Basic 17,439 16,810 17,335 16,792
- Diluted 19,534 16,810 17,335 16,792


DIVISIONAL REPORTING DATA:
Integra NeuroSciences
Revenues $12,127 $ 7,046 $32,420 $14,961
Operating expenses 10,203 7,846 28,321 18,391
Operating income (loss) 1,924 (800) 4,099 (3,430)

Integra LifeSciences
Revenues 7,432 5,081 18,461 14,684
Operating expenses 5,257 5,132 16,062 17,074
Operating income (loss) 2,175 (51) 2,399 (2,390)

Corporate operating expenses 1,475 1,574 4,590 4,740
Intangible amortization 668 272 1,818 497

Consolidated operating
income (loss) 1,956 (2,697) 90 (11,057)


BALANCE SHEET DATA:
30-SEP 31-DEC
2000 1999

Cash, cash equivalents & investments $17,054 $ 23,612
Working capital 25,761 28,014
Total assets 85,760 66,253
Long-term debt 6,954 7,625
Total stockholders` equity 51,127 37,989


SOURCE: Integra LifeSciences Holdings Corporation

MFG

[Madsen]

Kennt irgendjemand einen guten Übersetzter,der das ganze von Eglish auf Deutsch bringt.Das dauert mir sonst echt zu lange bis ich mich da durchgewühlt hab.Versteht ihr den ganzen Kram etwa? Viel zu Viele Spezialwörter
Mfg Madsen

[Ichweissauchnicht]

Jau, hast recht. Die Burschen hier machen mal eben CNTRL C
und CNTRL V und denken, daß sie einen ganz tollen Beitrag
geschrieben haben, dabei haben sie nur etwas übermittelt,
was sie wahrscheinlich selbst nicht verstanden haben...

[Kurspotenzial]

Hallo,

es tut mir leid mit den englischen Texten. Ich weiß, daß es nciht leicht ist, diese richtig und im Detail zu verstehen, auch ich kann das nicht ohne Probleme.
Ihr solltet aber ein wenig nachsichtig sein, schließlich soll der Thread als Information über das Unternehmen dienen, und da ist es doch jedem freigestellt, ob er sich mit den Dingen auseinandersetzen möchte oder nicht.
Ein Übersetungsprogramm macht keinen Sinne, da diese Programme z.B. ein Produkt von Millenium Pharma. ständig mit Jahrtausendfeier-Droge übersetzt.
Zeit, um die Infos auf deutsch reinzustellen habe ich leider nicht, zudem gibts in deutsch leider meines Wissens nach keine Quellen.

P.S: Ich hatte Euch nicht aufgefordert, heute wie wild die Aktie zu kaufen, aber anscheinend tun das sehr viele.
Der Kurs ist im Vergleich zum Freitagsschlußkurs in New York strak gestiegen.
Zum Vergleich. Freitag : New York 15$
Heute Frankfurt 17,5 E ==> ca. 16,5 $.
Also müßte Integra heute in New York 10 Prozent steigen, damit die, die heute für 17,5 E gekauft haben, ihren Einstand sehen.
Ich werde versuchen, heute für 15-16$ in New York zu kaufen, ist meiner Meinung nach die billigere Variante, außerdem kommt man viel schneller wieder raus.

MFG

[BULLFOREVER]

Habe heute morgen auch diesen Prospekt
im Briefkasten gefunden.
Wer diese "cutting Edge" sind habe keine Ahnung.
Habe mir es trotzdem durchgelesen und ich fand es gar nicht
so schlecht so das ich mir ein paar Integras
geholt habe...---------LEMING---------

Übrigens George Soros soll auch mit 15% an
Integra LifeSciences beteiligt sein.

Am Freitag in Frankfurt umgesetzt: 425 Stk.
Heute bis jetzt umgesetzt : 13665 Stk.

Also meine Freunde, soll kein push sein oder so....

BF

[Geko007]

@BULLFOREVER

Der Laden wird von Ottmar Weber von der Boerse Online geschmiessen,der hat schon mal voltreffer gelandet,aber bei Integra...
Who knows???

good trades Geko

[00889]

Wenn ich nur Leerverkäufe in Deutschland tätigen könnte.
An der Nasdaq kann man sich bestimmt billiger eindecken

[Kurspotenzial]

Ich bin doch noch in Deutschland zum Zug gekommen, zum Kurs von 16,65, nachdem der Kurs den ganzen Vormittag heißgelaufen war.
Ich wünsche allen Integra-Aktionären viel Erfolg mit dem Wert in der Zukunft.

MFG

[Kurspotenzial]

Hallo,

der erste Börsentag, an dem diese Aktie hier im Board lebhaft diskutiert wurde, ist erfolgreich verlaufen.
Man achte auf das für diesen Wert "riesige" Handelsvolumen, nicht nur in Deutschland, sondern insbesondere in den USA.
Das durchschnittliche Handelsvolumen von ca. 25.000 pro Tag wurde bereits nach 30 min. erreicht, insgesamt wechselten gestern mehr als 125.000 Stück den Besiter, also 5 mal soviel wie normal.
Das sind bestimmt nicht alles Leute aus Deutschland gewesen, die auf den Tip eingestiegen sind.
Der Kurs ist nun bei 15,5 $, charttechnisch sieht es sehr gut aus, wenn die 16 $ als Widerstand gebrochen werden, dann ist bis zum ATH von 19 7/8 Luft.
Sobald es Neuigkeiten zu diesem Wert gibt, werde ich sie hier reinstellen.

MFG

[Kurspotenzial]

Integra geht heute schon wieder ab unter riesigen Umsätzen,
nach drei Stunden bereits das achtfache durchschnittliche Volumen und das bei steigenden Kursen ( + 8%) und fallendem Biotech-Index.
Wenn wir heute bei 16,5 $ schließen, sehen wir in spätestens zwei Wochen die 20.

MFG

[Kostolany4]

Angenommen, dieser Werbebrief wurde 100.000 mal verschickt und jeder 100-ste kauft 175 Aktien, dann
kommen wir auf den heutigen Umsatz von bisher 173.000 Stück.

Der normale Tagesumsatz beträgt 28.000 Stück. Ich gebe zu bedenken, daß der Kurs daher
durch diese Werbeaktion stark gepusht sein könnte. Vorsicht!

[Dark]

leute , kauft in usa...bin noch zu 15 3/4 rein, wo die aktie in d bei 18,20 war...total überteuert. am volumen sieht man jedenfalls den erfolg der postwurfsendung. ganz so exclusiv war die auswahl dann doch wohl nicht ;-)

[KiffKroker]

Hi zusammen!
Habt ihr schon die aktuelle FINANZEN Ausgabe durchgeschaut?
....Solltet ihr mal, da steht nämlich ein schöner Bericht über "unser" Baby als Titelgeschichte drin.
Nur so viel, da spricht ein Fondsmanager des DG Lux Lacuna Apo Biotech namens Fischer:"künstliche Haut, ein zellfreier Hautersatz, Technologien zur Geweberegeneration und die starke Ausrichtung auf Forschung und Entwicklung machten die Integra-Aktie "solide und kaufenswert"."
Sein Kollege namens Gottlieb spricht gar von einer potenziellen "Verdreifachung".

Na, das klingt doch vielversprechend, oder?!?!

Ciao Kiff Kroker

[BULLFOREVER]

Nicht schlecht: 17,25$ (+11,29%)
So solls weitergehen...

[Kurspotenzial]

Danke Kiffkroker für die Info,

die hätte ich sonst nie erfahren, werde nachher mal in die Zeitschrift schauen.
Ich denke, mit Integra habe ich eine echte Perle im Depot, und nach zwei Tagen rund 15 Prozent plus ist ja auch nicht zu verachten.
Gestriges Handelsvolumen übrigens 245.000, also 10mal soviel wie normal, wenn das alles Börsenbriefkäufer waren, dann muß der Brief ja eine Auflage haben wie der Aktionär, ich denke, eher, daß es institutionelle Käufer waren, die gestern die Präsentation von Integra auf der Merrill Lynch Global Pharmaceutical and Biotechnology-Conference gesehen haben.

Integra LifeSciences to Present at the Merrill Lynch Global Pharmaceutical, Medical Device & Biotechnology Conference
TUESDAY, JANUARY 30, 2001 3:31 PM
- BusinessWire

PLAINSBORO, N.J., Jan 30, 2001 (BUSINESS:IART) announced today that it is scheduled to present at the Merrill Lynch Global Pharmaceutical, Medical Device & Biotechnology Conference in New York City on Tuesday, February 6, 2001 beginning at 1:30 PM EST.

The presentation will be delivered by Stuart Essig, President and Chief Executive Officer of Integra. A live webcast of this presentation can be accessed through a link provided in the Investor Relations section of Integra`s website at http://www.integra-ls.com. Additionally, a replay of the webcast will be available through February 20, 2001.

The presentation will provide an overview of the Company`s operating divisions, with a focus on currently marketed products and the product pipeline, recent financial history and the Company`s overall business strategy for growth.

Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of spinal and cranial disorders, soft-tissue repair and orthopedics. Its corporate headquarters are located in Plainsboro, New Jersey with facilities in San Diego, California, Andover, England, Exton, Pennsylvania, and Anasco, Puerto Rico. The Company has approximately 515 permanent employees. Please visit the Company`s Website at (http://www.Integra-LS.com).

Statements made in the upcoming conference may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ from predicted results. Forward-looking factors that may be discussed include, but are not limited to, future financial performance, new product development, governmental approvals, market potential and resulting sales as well as potential therapeutic applications, and additional acquisitions. In addition, the economic, competitive, governmental, technological and other factors identified under the heading "Risk Factors" included in the Business section of Integra`s Annual Report on Form 10-K for the year ended December 31, 1999 and information contained in subsequent filings with the Securities and Exchange Commission could affect actual results.

Source: Integra LifeSciences Holdings Corporation


P.S.: Bereits am 06. Februar ist die nächste Konferenz mit Integra bei H & Q. Wer, weiß, welche Analysten sich da positiv zu Integra äußern werden.

P.S.2: Kennt sich einer von Euch besser mit dem Börsenbrief The Cutting Edge aus ? Lohnt es sich, ihn zu beziehen, da ja ausschließlich solche Microcaps wie Integra besprochen und empfohlen werden ?
Vielen Dnak für Eure Antworten im voraus.

Weiterhin viel Erfolg

MFG

[Madsen]

Ich glaub wir knacken heut das ATH von 19.Bin gespannt wie
ein Flitzebogen.
Würde mich auch mal Interessieren,was es mit dem "Cutting Edge" auf sich hat.
Mfg Madsen

[Madsen]

Was haltet ihr von dem mittelfristigen Kursziel von 23$
,laut Cutting Edge?
Übertrieben?
Untertrieben?

[Kurspotenzial]

Finde ich nicht übertrieben, zumal für 2002 ein Gewinn von 49 Cents erwartet wird. Das macht ein Kgv von knapp 50 bei 23 $. Vergleich das mal mit anderen Bios.
Heute scheint das hohe Volumen in den USA nachzulassen.
Die letzten drei Handelstage waren aber für mich ein klares Zeichen, daß einige Fonds eingestiegen sein dürften.
Wenn am 06.02. die nächste Präsentation von Integra ansteht, dann kommt vielleicht nochmal so eine Bewegung in die Aktie. Kurzfristig rechne ich mit einem Test des ATH bei 19 7/8. Wenn das genommen wird, dürfte 20 die nächste Unterstützung sein, ich rechne fest mit Kursen um 25 $ in den nächsten 3 Monaten.

MFG

[Kostolany4]

Das Kaufinteresse scheint abrupt nachzulassen. Momentan 16,25 bei
normalen Tagesumsätzen. Wenn jetzt alle die Börsenbrief-Leser ihre
Stopkurse einhalten, dann krachts. Leider halten die meisten keine
Stopkurse ein, was man unbedingt tun sollte.

[Dark]

stopkurse bei relativ schwachen vol ist auch gefährlich. ich warte auf jeden fall erst einmal die conference ab. da werden dann viele analysten zum ersten mal auf iart aufmerksam werden. solche konferenzen sind manchmal gold wert. die konferenz anfang januar ( morgan stanly oder jpm) hat mir bei aurora schlappe 40% gebracht. hoffe auf ähnliches.

[KiffKroker]

@Kostolany

Offtopic:
Du scheinst dich aber auch sehr für sog. "Nebenwerte" zu interessieren - oder bist du nicht der selbe, der auch wie ich von MPC überzeugt ist!!!!

Ciao Kiff Kroker

[thetruenik]

@ Dark wann ist denn die Konferenz genau?(Datum und Uhrzeit MEZ waere nett!)
gruss
truenik

[Kurspotenzial]

@ thetrunik

Hallo, die Konferenzdaten sind wie folgt:

Merrill Lynch Global Pharmaceutical, Medical Device, & Biotechnology Conference
2/6/2001 1:30 PM
Preliminary Q4 2000 Earnings Estimate Conference Call and 2001 Financial Outlook

Den Kursrückgang der letzten Tage würde ich nicht überbewerten. Erstens kam er unter geringerem Umsatz zustande als der vorherige Anstieg, und zweitens zieht es derzeit alle Bio nach unten.
Ich bleibe zuversichtlich, mal sehen, was am 06.02 als Outlook präsentiert wird.

MFG

[thetruenik]

@ kurspotenzial

danke fuer die daten, bin auch gespannt was die konferenz bringen wird, wird der kurs deiner meinung nach noch am gleichen tag auf die konferenz reagieren?

[Kurspotenzial]

@ thetrunik

Bei der letzten Konferent am 30. Januar bei Piper Jaffray hat der Kurs bereits im Vorfeld angezogen, das kann aber auch mit der Erwähnung im Börsenbrief The Cutting Edge zusammenhängen. Was mich positv stimmt, ist die Tatsache, daß der Nasteig unter einem 6-7 fach so hohen Volumen zustande kam wie der Rückgang der letzten beiden Tage.
Wichtig aus charttechnischer Sicht war das Durchbrechen des Widerstandes von 16 $, der in den nächsten Tagen als Support fungieren dürfte. Das maximale Rückschlagspotenzial liegt bei 12 $, da dort der Wer eine müstergültige umgekehrte Schulter-Kopf-Schulter-Formation ausgebildet hat, tiefer als 12 geht es sicher nicht. Wenn die 16 kurzfristig Halt geben, dann sehen wir ganz sicher einen erneuten Anlauf auf das ATH bei knapp unter 20.
Wenn nun noch der Ausblick für 2001, und auf den kommt es bei der Merrill-Konferenz an, positiv ist und auch nur ein Analyst einer größeren Investment-Bank den Wert auf die Kaufliste nimmt, dann sehen wir in Anbetracht der geringen Kapitalisierung schnell Kurse über 20 $.
Ich bin nachwievor sehr optimistisch für den Wert, zumal in den vergangenen Quartalen die Erwartungen stets deutlich übertroffen worden.
Und welcher Biowert kann schon von sich behaupten, profitabel zu sein ?!
Also, auf jeden Fall dabeibleiben und am Dienstag wissen wir hoffentlich mehr.

MFG

[Kostolany4]

@Unterstützung

Eine starke Unterstützung ist bei 13,50 (GD-50). Für mich ist 14
eine diskutable Einkaufsbasis. Stoploss ist demzufolge unterhalb
der GD-50 - also 13. Ohne Stoploss sollte man in unsicheren Zeiten
wie jetzt nicht investieren.

[thetruenik]

war die konferenz jetzt schon??? wann geht es endlich los? nach norden!!!

[Dark]

abwarten, die analysten müssen die präsentation ja erst verarbeiten. qzahlen am 28.2

[thetruenik]

ok, danke!

[Kurspotenzial]

Volumen heute in den USA bei rekordverdächtigen 9.000
Zum Vergleich, der Anstieg war mit Volumina von 250.000 begleitet. Keine Unruhe, Integra verdaut den großen Anstieg von 13 auf 19 in kurzer Zeit, wenn wir uns bei 16 stabilisieren, ist doch prima. Dann tanken wir genug Luft, um beim nächsten Anlauf die 20 zu nehmen.
Abwarten und geduldug bleiben heißt die Devise.

MFG

[legend001]

hallo leute, habe zum erstenmal euer chatforum besucht.
war bei den realtime-kursen.
ich habe auch "cutting edge" erhalten allerdings schon zum 4 oder 5 mal. die empfohlenen titel haben sich immer sehr gut entwickelt z. b. "medarex".
zu "integra life" kann ich nur sagen zwischen 17-18 euro kaufen. erstes kursziel 25 euro in 6 bis 12 wochen.

[esaposse]

hallo leute
hab was ganz nettes gefunden.
Quelle:Aktien-Check.de

Nach Darstellung von Finance-online ist Integra LifeSciene (WKN 897013)
eines der wenigen Unternehmen, das im Bereich Tissue Engineering
(Gewebebau) schon Produkte auf dem Markt hat.
Neben diesem lukrativen Wachstumsmarkt verfüge die Gesellschaft auch über
ein solides Standbein in der Neurochirugie, was das Anlagerisiko dämpfen
sollte. Aussichtsreiche Produkteinführungen sollten dieses Geschäftsfeld
zusätzlich stärken. Unter Tissue Engineering verstehe man die Regeneration
sowie den Aufbau unterschiedlicher Gewebearten. Die größten Fortschritte
habe die Wissenschaft bislang auf dem Gebiet der Hautzellen erzielt, aber
auch in der Wiederherstellung von Knorpel, Knochen, Bindegewebe sowie
Zellverbindungen für Herz, Leber und Niere würde die Forschung forciert.
Diesem Markt würde eine glänzende Zukunft bescheinigt. Schon heute würden
für die Anwendungsbereiche Haut, Knorpel und Knochen mehr als 7,6 Mrd.
Euro aufgewendet. In 10 Jahren sollen die Ausgaben bis auf 42 Mrd. Euro
ansteigen.

In den vergangenen Jahren sei es dem Unternehmen gelungen die Bruttomargen
kontinuierlich zu steigern. Diese habe schon 1995 bei respektablen 40%
gelegen und konnte bis 1999 auf 50% gesteigert werden. Im Jahr 2000 solle
sie bereits bei rund 55% liegen.

Für eine positive Überraschung hätten die im November vorgelegten Zahlen
für das dritte Quartal gesorgt. Anstatt einem erwarteten Verlust von 2
Cents je Aktie sei ein Gewinn von 7 Cents je Aktie präsentiert worden.
Allerdings sei ein Anteil des Gewinns auf Kosten der verringerten Ausgaben
für Forschung und Entwicklung zurückzuführen. Im Regelfall wäre dies für
ein Unternehmen in diesem Entwicklungsstadium bedenklich, hier könne
jedoch der Rückgang von 500.000 USD durch den Verkauf einer Sparte an
Johnson&Johnson erklärt werden. Der Umsatzzuwachs von 47% sei durch den
Verkauf des Bereichs und den Zukauf von NeuroCare – einem Hersteller
medizinischer Geräte – nur eingeschränkt aussagekräftig.

Mit knapp über 50% Umsatzanteil trage die Sparte für medizinische Geräte
bislang etwas stärker zum Umsatz bei. Beide Bereiche sollten durch
Neueinführungen bei Geräten und Etablierung von Artifical Skin in den
kommenden Monaten deutlich wachsen.

Zu finanziellen Engpässen sollte es, nach dem Erreichen der Gewinnschwelle
und mit Johnson&Johnson als Partner nicht kommen, auch wenn die
Eigenkapitalquote von knapp 60% nur mäßig sei. Als solide könne man auch
die Patentsituation des Unternehmens bezeichnen. In den USA habe Integra
ca. 250 zugelassene Patente (weltweit ca. 350) und für weitere 70 Patente
sei in den USA (175 weltweit) ein Antrag gestellt worden.

Da die Ertragserwartungen für das vierte Quartal nur unwesentlich
angehoben worden seien, könnte es am 28.02 zu einer erneuten positiven
Überraschung kommen. Ein KUV von 5 bei einem KGV (02) von 32 lasse noch
genügend Spielraum nach oben. Nach der CEO Stuart Essig zwei
Analystentreffen im Januar abgehalten habe, hätten Kurs und Umsatz der
Aktie deutlich zugelegt. Nachdem der Wert, wie auch die gesamte Branche,
im vergangenen Jahr völlig außer Acht gelassen wurde, könnte dieses
Treffen und die anstehenden Zahlen für das vierte Quartal die
Initialzündung gewesen sein.

hoffe das lesen noch andere!!!

[thetruenik]

das klingt gut, wollen wir hoffen das es so kommt!

[thetruenik]

na gar keine news mehr??
hat ihr ueberhaupt noch wer die aktie???
am 28. geht es dann hoffentlich nach norden!

[Mik20]

Hallo Zusammen...


.....ja find auch das es hier sehr ruhig - zu ruhig - geworden ist. Denk im moment ist wieder ne gute Einstiegsbasis, hab desshalb heut mal für 15,50 EURO zugelangt... hat noch jemand irgendwelche neuigkeiten zu integra?


....dann mal allen noch viel Spaß mit integra und auf das die Kurse steigen werden....


Gruß Mik

[esaposse]

hallo leute
keine angst, die aktie ist was für langfristanleger.
die werden noch ihren spass haben.
ich hoffe auch auf den 28. zahlen müssen einfach gut sein.
setzt aber stoppkurse bei ca. 11,5- 12 euro.
wichtig ist nur das die firma sich gut verkaufen kann, dass bestimmte fonds aufmerksam werden!

viele grüsse

[thetruenik]

wieso stehen sie denn im Xetra bei 17,50 und auf dem Parkett bei 15?

[Kurspotenzial]

Hi Leute,

die vergangenen Wochen waren hart und schmerzhaft, auch fürs eigene Depot. Habe mich von einigen Werten per SL verabschiedet, jedoch keinen Gedanken daran verschwendet, meine Integra zu verticken. Small-Caps haben in meinen Augen derzeit eine bessere Chance, da sie nicht aus allen Fonds fliegen, die z.T. panikmässig ihre Positionen abbauen.

@ thetruenik.

Xetra-Kurs von Integra ist irrelevant, da hier vielleicht zweimal im Monat ein Kurs zustande kommt. Die Mühe, über Xetra zu verkaufen, kann man sich sparen.

MFG

[gandus]

Hallo Leute,

was meint ihr, lohnt sich der Einstieg in Integra???

Am 28. sollen die Zahlen kommen, was meint ihr???

Bitte um einen Tip

danke gandus

[gandus]

Hallo Leute, was ist los mit euch? Diesen Artikel hab ich gefunden ist von 21.2.2001
aber eben leider in englisch, aber ich denke das wichtigste kann man rauslesen.
Und ich werde morgen noch einsteigen!!!


Integra LifeSciences Schedules Conference Call for Wednesday, February 28 to Discuss Fourth Quarter 2000 Results and Outlook for 2001 and 2002


PLAINSBORO, N.J., Feb 21, 2001 (BUSINESS WIRE) -- Integra LifeSciences Holdings
Corporation (NASDAQ: IART) announced today that it has scheduled a conference
call for 9:00 am EST on Wednesday, February 28, 2001, to discuss financial
results for the fourth quarter ended December 31, 2000 and to provide an outlook
for the Company in 2001 and 2002.

The upcoming conference call on February 28, which will be hosted by Stuart
Essig, President and Chief Executive Officer of Integra, is open to all
listeners and will be followed by a question and answer session.

Forward-looking guidance for 2001 and 2002, with a focus on the first quarter of
2001, will be provided for anticipated growth in product sales, total revenues
and operating costs along with a range for earnings per share estimates.
Additional forward-looking information may be discussed in the question and
answer session following the call.

Access to the live conference call is available by dialing 800/ 865-4460 in the
United States or 973/633-1010 for international listeners. Access to the call
will also be available through a live webcast of the call which can be accessed
via a link provided on the home page of Integra`s website at www.Integra-LS.com.
Listeners participating via the live webcast, however, will not be able to ask
questions in the question and answer session following the call.

Integra`s conference call will be available for replay starting one hour
following the live event. Access to the replay of the conference call is
available by dialing toll-free 888/858-4714 in the United States or 402/220-5654
for international listeners.

Access to the replay of the call will also be available through a webcast of the
call which can be accessed via a link provided on the home page of Integra`s
website. The replay of the call will be accessible through Wednesday, March 14,
2001.

Integra LifeSciences Holdings Corporation develops, manufactures and markets
medical devices, implants and biomaterials primarily used in the treatment of
spinal and cranial disorders, soft-tissue repair and orthopedics. Its corporate
headquarters are located in Plainsboro, New Jersey with facilities in San Diego,
California, Andover, England, Exton, Pennsylvania, and Anasco, Puerto Rico.

The Company has approximately 515 permanent employees. Please visit the
Company`s Website at (http://www.Integra-LS.com).

Statements made in the upcoming conference call may be forward-looking
statements within the meaning of the Private Securities Litigation Reform Act of
1995. Such forward-looking statements involve risks and uncertainties that could
cause actual results to differ from predicted results.

Forward-looking factors that may be discussed include, but are not limited to,
expected financial results, new product development, governmental approvals,
market potential and resulting sales as well as potential therapeutic
applications, and additional acquisitions.

In addition, the economic, competitive, governmental, technological and other
factors identified under the heading "Risk Factors" included in the Business
section of Integra`s Annual Report on Form 10-K for the year ended December 31,
1999 and information contained in subsequent filings with the Securities and
Exchange Commission could affect actual results.


Source: Integra LifeSciences Holdings Corporation

www.integra-LS.com

CONTACT: Integra LifeSciences Holdings Corporation
John B. Henneman, III, 609/936-2481
[e-mail]
or
John Bostjancic, 609/936-2239
[e-mail]

URL: http://www.businesswire.com
Today`s News On The Net - Business Wire`s full file on the Internet
with Hyperlinks to your home page.

Copyright (C) 2001 Business Wire. All rights reserved.


Was meint ihr dazu???
Gruß Gandus

[esaposse]

hi
klar solltest du noch einsteigen.
die letzten zahlen waren auch viel besser als erwartet.
(nur um 450% übertroffen!!!)
aber integra hat die zahlen für das nächste quartal nicht wesentlich angehoben.
und am 1.3.01 ist die lehmann-brother healthconference mit integra.also hop oder top!
wobei ich glaube eher top!
aber stop von 11,5 euro nicht aus dem auge verlieren.
grüße

[Kurspotenzial]

Hallo Integra-Inveastoren,

es gibt mal wieder eine Neuigkeit, diesmal von der Analystenfront. Heute eine erneute Kaufempfehlung und nächste Wochte die Lehman-Konferenz, es könnte bald wieder aufwärts gehen.

MFGAnalyst Recommendations - February 27, 2001
As of Feb 27, 9:46 am Eastern
Enter symbol:
symbol lookup

New Coverage

Integra Lifesciences Holdings Corp IART Robinson Humphrey at Outperform History, News

[esaposse]

hallo leute
habt ihr die umsätze heute gesehen?
sie ziehen langsam aber sicher wieder an.
sogar in DT.
positives Zeichen.
charttechn. siehts auch gut aus.
leider weis ich nicht, wie ich einen chart einstellen kann.
könnt mir mal einen tip geben.
danke
und einen guten morgigen tag mit guten!!!!zahlen

[thetruenik]

gleich geht es los, eine minute noch

[thetruenik]

wie waren sie denn so die zahlen???
waere nett wenn mir das mal einer sagen koennte

[gandus]

Hallo,
was machen wir den nun mit unserem Liebling???
Wann gehts nun nach oben, und wie waren die Zahlen, anscheinend nicht über den Erwartungen???
Bitte um Meinungen!
Gruß Gandus der bei 14.3 eingestiegen ist

[Kurspotenzial]

Hallo Leute,

erstmal vorab, die Zahlen waren gut, über den Erwartungen.
Wie das Handelsvolumen von gestern zeigt (unterdurchschnittlich mit 28.000 Aktien), waren die Zahlen eher ein non-event. Noch gibt es keine neuen Analystenmeinungen, diese erwarte ich allerdings in den nächsten Tagen.
Für die, die des Englischen mächtig sind, stelle ich aus Informationsgründen die Meldungen vom 28.2. rein, bitte fordert mich nicht zu einer Übersetzung auf, da ich meine Zeit auch nicht gestohlen habe.
Für den interessierten Leser stellen die Zahlen aber bestimmt eine nützliche Hilfe dar.
P.S: Ich denke, daß sich integra in den letzen Tagen gut gehalten aht, im Vergleich zum Amex-Biotech, Nasdaq etc. und bleibt mit SL 12E ganz tief in meinem Depot.

MFG

Kurspotenzial

Wednesday February 28, 7:47 am Eastern Time
Press Release
Integra LifeSciences Reports Fourth Quarter and Full Year 2000 Results
Fourth Quarter Revenues Increased 56% from the Prior Year, With an Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization of $3.1 Million
PLAINSBORO, N.J.--(BUSINESS WIRE)--Feb. 28, 2001-- Integra LifeSciences Holdings Corporation (Nasdaq:IART - news) today reported financial results for the fourth quarter and full year ended December 31, 2000. Excluding certain non-recurring charges, adjusted net income for the fourth quarter of 2000 was $1.7 million, or $0.06 per share, which includes a $0.02 per share effect from non-cash dividends on preferred stock and a $0.02 per share tax benefit from the sale of $0.5 million of New Jersey state net operating losses. Reported net loss for the fourth quarter of 2000 was $12.2 million, or $0.70 per share, as compared to a net loss of $0.8 million, or $0.06 per share, in the comparable prior year quarter. Adjusted net income for the quarter excluded the following items:

A non-cash compensation charge of $13.5 million related to a deferred payment in connection with Stuart M. Essig`s employment agreement extension. The deferred payment entitles Mr. Essig to receive 1.25 million shares of Integra common stock.
A charge of $0.5 million recorded as the cumulative effect of an accounting change associated with the adoption of a new accounting policy for revenue recognition, as required by the SEC`s Staff Accounting Bulletin No. 101 Revenue Recognition (SAB 101). The Company`s 2000 quarterly results have been restated to reflect the adoption of SAB 101 as of January 1, 2000.
Adjusted net income for the full year ended December 31, 2000 was $2.6 million, or $0.05 per share compared to a loss of $6.0 million, or $0.40 per share for the year ended December 31, 1999. The reported net loss for the full year ended December 31, 2000 was $11.4 million, or $0.98 per share. In addition to the two items noted above, the full year adjusted net income per share excludes a $0.21 per share nonrecurring, non-cash dividend related to the beneficial conversion feature of the Company`s Series C Convertible Preferred Stock when it was issued in March 2000.

Revenues for the fourth quarter of 2000 were $20.3 million, an increase of approximately $7.3 million, or 56 percent, from revenues of $13.0 million for the comparable quarter ended December 31, 1999. Product sales for the quarter increased $7.2 million, or 62 percent, to $18.7 million, as a result of sales growth in existing product lines and sales from product lines acquired earlier this year. Other revenues for the quarter increased $0.1 million to $1.5 million.

Consolidated gross margins on product sales increased to 57% of product sales in the fourth quarter of 2000 from 49% of product sales in the fourth quarter of 1999 as a result of an improved sales mix of higher margin products and increased capacity utilization. Adjusted consolidated other operating expenses (excludes cost of product sales and the $13.5 million non-cash compensation charge) increased $2.2 million from the fourth quarter of 1999 to $10.5 million in the fourth quarter of 2000. The majority of this increase was the result of higher sales and marketing expenses from the expansion of our direct sales force in the Integra NeuroSciences division throughout 2000.

For the fourth quarter of 2000, the Company reported an adjusted operating profit of $1.6 million, which included $0.7 million of amortization of goodwill and other intangibles. This compares to the $1.3 million operating loss reported in the fourth quarter of 1999, which included $0.4 million of goodwill and intangible amortization. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) for the fourth quarter of 2000 were $3.1 million, as compared to a negative $0.3 million in the comparable prior year quarter.

On a divisional operating basis, the Company reported the following results:

In the Integra NeuroSciences division:

Total division product sales were $12.9 million during the fourth quarter of 2000, an increase of $5.6 million over the comparable quarter of 1999.
Sales of neuro intensive care unit products increased $1.5 million to $6.3 million.
Neuro operating room product sales increased $4.1 million to $6.6 million.
Sales growth in the Integra NeuroSciences division was lead by $3.0 million of sales of product lines acquired in early 2000 and $2.5 million from growth in existing product lines.
Sales of the DuraGen(TM) Dural Graft Matrix (in neuro operating room group) increased $1.9 million in the fourth quarter of 2000 to $2.2 million.
Total divisional operating expenses increased $3.5 million to $10.9 million for the quarter, with the division reporting a $2.4 million operating profit.
In the Integra LifeSciences division:

Total division product sales were $5.8 million, an increase of $1.5 million from the fourth quarter of 1999.
Sales of private label products totaled $3.5 million in the fourth quarter of 2000, an increase of $1.1 million from the fourth quarter of 1999.
Sales of distributed products increased $0.4 million to $2.3 million in the fourth quarter of 2000.
Division sales growth was led by increased sales across all private label product lines and $0.5 million of sales of the recently acquired Spembly Medical line of cryosurgery products.
Total divisional operating expenses in the Integra LifeSciences division increased $0.4 million to $5.5 million for the quarter, with the division reporting a $1.5 million operating profit.
Divisional operating results exclude corporate general and administrative expenses and amortization on intangible assets and goodwill. For the quarter, corporate general and administrative expenses increased $0.2 million to $1.6 million, while intangible asset amortization increased $0.3 million to $0.7 million.

``Through acquisitions and new product development, Integra has built a leading neurosurgical franchise that provides the broadest line of innovative, life saving products for the neurosurgeon and neuro nurse,`` said Stuart Essig, President and Chief Executive Officer of Integra. ``These strong fourth quarter results are a testament to our leadership position in the market. Overall, I am extremely pleased with our performance for the fourth quarter of 2000,`` Mr. Essig said. ``The careful execution of our strategy for growth through acquisition, strategic partnerships and internal product development has allowed us to keep our promise to achieve sustained profitability, before the effect of non-recurring items, by the second half of 2000. Looking forward to 2001 and 2002, I anticipate continued growth in the profitability of our business through revenue growth and cost control.``

The Company has scheduled a conference call for 9:00 am EST today, February 28, 2001, to discuss the financial results for the fourth quarter and to provide forward looking guidance for the years 2001 and 2002. The call is open to all listeners and will be followed by a question and answer session. Access to the live conference call is available by dialing [phone] in the United States or [phone] for international listeners. Access to the call will also be available through a live webcast of the call via a link provided on the home page of Integra`s website at www.Integra-LS.com. Listeners participating via the live webcast will not be able to ask questions in the question and answer session following the call.

Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of spinal and cranial disorders, soft tissue repair and orthopedics. Integra is a leader in applying the principles of biotechnology to medical devices that improve the patient`s quality of life. The Company sells its products in approximately 80 countries. Its corporate headquarters are located in Plainsboro, New Jersey, and major facilities are located in San Diego, California, Andover, England, and Anasco, Puerto Rico. The Company has approximately 515 permanent employees. Please visit the Company`s website at (http://www.integra-LS.com).

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ from predicted results. Forward-looking factors include, but are not limited to, statements concerning future profits, growth in product sales as well as operating cost containment. In addition, the economic, competitive, governmental, technological and other factors identified under the heading ``Risk Factors`` included in the Business section of Integra`s Annual Report on Form 10-K for the year ended December 31, 1999 and information contained in subsequent filings with the Securities and Exchange Commission could affect actual results.

-0-


INTEGRA LIFESCIENCES HOLDINGS CORPORATION
CONSOLIDATED FINANCIAL RESULTS (UNAUDITED)
(In thousands, except per share data)

STATEMENT OF OPERATIONS DATA:
Three Month Period Twelve Month Period
Ended Dec. 31 Ended Dec. 31
2000 1999 2000 1999

Product sales $18,744 $11,577 $64,987 $40,047
Other revenue 1,507 1,386 6,662 2,829
Total revenue 20,251 12,963 71,649 42,876

Cost of product sales 8,108 5,921 29,511 22,678
Research and development 1,787 2,340 7,524 8,893
Selling and marketing 4,370 2,614 15,371 9,487
General and administrative 17,212 3,033 28,483 13,324
Amortization 668 378 2,481 874
Total costs and expenses 32,145 14,286 83,370 55,256

Operating loss (11,894) (1,323) (11,721) (12,380)

Interest income
(expense), net (101) (15) (473) 294
Gain on disposition of
product line -- -- 1,146 4,161
Other income, net 24 61 201 141
Net loss before income
taxes (11,971) (1,277) (10,847) (7,784)
Income tax benefit (expense) 195 496 (108) 1,818

Net loss before cumulative
effect of accounting
change (11,776) (781) (10,955) (5,966)

Cumulative effect of
accounting change (470) -- (470) --
Net loss (12,246) (781) (11,425) (5,966)

Net loss per common share
before cumulative effect
of accounting change
- Basic $ (0.67) $(0.06) $(0.95) $(0.40)
- Diluted $ (0.67) $(0.06) $(0.95) $(0.40)

Net loss per common share
- Basic $ (0.70) $(0.06) $(0.98) $(0.40)
- Diluted $ (0.70) $(0.06) $(0.98) $(0.40)

Effect of preferred stock
dividends $ (0.02) $ (0.02) $(0.33) $(0.05)

Weighted average common shares
- Basic 18,209 16,994 17,553 16,802
- Diluted 18,209 16,994 17,553 16,802

DIVISIONAL REPORTING DATA:
Integra NeuroSciences
Revenues $13,324 $ 7,748 $46,045 $22,662
Operating expenses 10,919 7,391 39,516 25,943
Operating income (loss) 2,405 357 6,529 (3,281)

Integra LifeSciences
Revenues 6,927 5,215 25,604 20,214
Operating expenses 5,452 5,092 21,670 22,274
Operating income (loss) 1,475 123 3,934 (2,060)

Corporate operating expenses 15,106 1,425 19,703 6,165
Intangible amortization 668 378 2,481 874

Consolidated operating loss $(11,894) $(1,323) $(11,721) $(12,380)

BALANCE SHEET DATA:
31-DEC 2000 31-DEC 1999

Cash, cash equivalents & investments $15,138 $23,612
Working capital 25,011 28,014
Total assets 86,514 66,253
Long-term debt 4,592 7,625


Source: Integra LifeSciences Holdings Corporation

[esaposse]

hallo leute,
hier noch ein kleiner ausblick für die zukunft.
das sind die zahlen laut web site von integra.

Fiscal Year Ending Dec Last Changed: 28-Feb-2001

--------------------------------------------------------------------------------

Year
Ending Q1
Mar Q2
Jun Q3
Sep Q4
Dec Fisc Yr
Annual Num
Brok Cal Yr
Annual Num
Brok Q1 Q2 Q3 Q4 Jahr
2003 0.61 1 0.61 1
2002 0.51 3 0.51 3
2001 0.04 0.05 0.06 0.09 0.24 4 0.24 4
2000 -0.09A -0.08A 0.07A 0.06A -0.04A 2 -0.04 2
1999 -0.19A -0.23A -0.13A -0.04A -0.60A 2 -0.60 2
1998 -0.20A -0.20A -0.18A -0.16A -0.75A 3 -0.75 2

--------------------------------------------------------------------------------

Consensus Recommendation: 2.0 Consensus 5-yr Growth Rate: 65%

ebenfalls ist heute die lehmann-brother conference und zusätzlich die meryll-lunch conference.
natürlich mit integra.
nähere infos findet ihr auf der web-site:
www.integra-ls.com
auf gute kurse
grüße

[gandus]

Hallo,

was war denn das für eine Aktion im Amiland so kurz vor Börsenschluß??? Auf einmal Ausverkauf bei Integra, was soll man davon halten???

Geht´s weiter runter oder UP!!!

Gandus

[Kurspotenzial]

Hallo Leute,

ING-Baring hat heute sein strong-buy Rating für Integra wiederholt :-)

Title: ING Barings Actions
Author: Mike Wickham
Report Source: Briefing.com ®
(Added 3/1/2001 8:21:17 AM)


ACAI with a Strong Buy

IART with a Strong Buy

SCHL with a Strong Buy

SKYW with a Strong Buy

[gandus]

Hallo Leute,
ist sehr still hier geworden,
habe den Börsenbrief von CuttingEdge bekommen und dort steht für unsere Integra ein verkauf drinnen, weil zu hohens KGV von 56

was soll man davon halten, verkauft jemand von euch???

Bitte um meinungen, vor allem "Kurspotenzial"

danke gandus

[Kurspotenzial]

Monday March 12, 4:11 pm Eastern Time
Press Release
Integra LifeSciences Reauthorizes Share Repurchase Program
Announces Upcoming Investor Relations Calendar
PLAINSBORO, N.J.--(BUSINESS WIRE)--March 12, 2001--Integra LifeSciences Holdings Corporation (NASDAQ:IART - news) announced today that its Board of Directors had reauthorized the Company`s share repurchase program. Under the program, the Company may repurchase up to 500,000 shares up to a maximum of $5 million.

Separately, Integra announced the following upcoming events:

Integra is scheduled to present at the SG Cowen 21st Annual Health Care Conference at the Marriott Copley Place Hotel in Boston, Massachusetts at 1:15 PM ET on Thursday, March 15, 2001.

Integra will be a presenting company in the InformedInvestors.com Virtual Medical Devices Stocks Forum on Tuesday, March 20, 2001 at 2:00 pm ET. The live webcast of this presentation can be accessed through a link provided on the home page of our website at http://www.integra-ls.com. Additionally, a replay of the webcast will be available through April 3, 2001.

Integra is scheduled to present at the Robinson-Humphrey 30th Annual Institutional Conference at the Ritz-Carlton Buckhead in Atlanta, Georgia on Monday, April 9, 2001. A live webcast of this presentation can be accessed through a link provided on the home page of Integra`s website. Additionally, a replay of the webcast will be available through April 20, 2001.

Each of these presentations will be delivered by Stuart Essig, President and Chief Executive Officer of Integra. The presentations will provide an overview of the Company`s operating divisions, with a focus on currently marketed products and the product pipeline, recent financial history and the Company`s overall business strategy for growth.

Integra has scheduled an analyst forum at the American Association of Neurological Surgeons meeting in Toronto, Ontario on April 24 from 7:30 AM to 9:30 AM ET. The meeting, which will be hosted by Stuart Essig, will include a discussion of the Company`s preliminary first quarter 2001 financial results, updated forward-looking guidance for the remainder of 2001 and 2002, and presentations from the Company`s senior research, sales and marketing personnel. A question and answer session will follow. The forum is open to the general public and will be broadcast live via telephone access (888-866-9393 in the United States / 973-321-2000 for international dialers). Listeners participating via telephone will not be able to ask questions during the question and answer session. A replay of the broadcast will be available through May 8, 2001 (877-519-4471 in the United States / 973-341-3080 for international dialers; pin code 2476170).
Integra`s first quarter 2001 financial results will be released before the market opens on Wednesday, May 9, 2001, followed by a conference call at 9:00 AM ET to discuss the quarterly results and provide forward-looking guidance. Information regarding access to the live call and webcast will be provided approximately two weeks prior to the call.
Integra`s 2001 Annual Meeting of Stockholders will be held at 9:00 AM ET on Tuesday, May 15, 2001 at the Princeton Holiday Inn at 4355 Ridge Road at Route 1, Princeton, New Jersey. Directions to the meeting are available by calling [phone].
Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of spinal and cranial disorders, soft-tissue repair and orthopedics. Its corporate headquarters are located in Plainsboro, New Jersey with facilities in San Diego, California, Andover, England, Exton, Pennsylvania, and Anasco, Puerto Rico. The Company has approximately 515 permanent employees. Please visit the Company`s Website at (http://www.Integra-LS.com).

Statements made in the upcoming presentations and conferences may be forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ from predicted results. Forward-looking factors that may be discussed include, but are not limited to, future financial performance, new product development, governmental approvals, market potential and resulting sales as well as potential therapeutic applications, and additional acquisitions. In addition, the economic, competitive, governmental, technological and other factors identified under the heading ``Risk Factors`` included in the Business section of Integra`s Annual Report on Form 10-K for the year ended December 31, 1999 and information contained in subsequent filings with the Securities and Exchange Commission could affect actual results.

Source: Integra LifeSciences Holdings Corporation

[Kurspotenzial]

Hat eigentlich keiner von Euch mehr Integra. Im Gegensatz zu den Schwergewichten bei den Bios, die mittlerweil bis zu 60 Prozent vom ATH edntfernt sind (MlNM,HGSI,VRTX etc) entwickelt sich die Aktie sehr erfreulich. Nun schon wieder bei 14$.

Gestern wurde IART übrigens von CIBC Worldmarkets von buy auf strong buy aufgestuft. Für die , die es interessiert


Analyst Recommendations - March 14, 2001
As of Mar 14, 6:00 pm Eastern


Upgrades |

--------------------------------------------------------------------------------

Integra Lifesciences Holdings Corp IART Adams Harkness at CIBC Wrld Mkts from Buy to Strong Buy

[esaposse]

hallo leute,
es gibt tatsache noch leute die integra haben.
ich zum beispiel.
war gerade auf der website von ihnen.
dort wird gesagt das die nächste conference am 20.03.01
stattfindet.
ich finde es toll wie sich der kurs bei den schlechten tagen
hält. gutes zeichen hoffe ich.
die stoppkurse haben zum glück gehalten.
ich wollte diese aktie nicht verkaufen!
vielleicht findet ihr ja noch was interessantes.
viel glück und gute kurse

[thetruenik]

ich habe sie noch, sind wirklich gut, ich hoffe mal das es nach oben geht wenn sie die maerkte wieder beruhigt haben

[cheerdance]

Hat schon jemand ein Ergebnis von der Konferenz die heute stattfinden soll ?
Übrigens gibt es seit gestern auch eine Einschätzung für Integra Life Sciences unter www.suntrade.de

[thetruenik]

was ist denn?? hat sie keiner mehr? lange nichts mehr von euch gehoert!

[Ant@res]

Am 9. Mai werden die Zahlen von Q1 vorgestellt. In einer anschließenden Pressekonferenz wird ein Ausblich auf 2002 und 2003 gegeben. CEO Essig - ehemalige Merrill Lynch Mitarbeiter - hatte sich in der Vergangenheit immer gut verkauft. Die Produkte stimmen, Gewinne werden gemacht, also freie Fahrt zu neuen Highs. (Zur Zeit meine beste Aktie im Depot)

[Ant@res]

Innerhalb der letzten 2 Wochen hat das Unternehmen in Europa zwei kleine Firmen übernommen.

Ziel ist es, die Marktstellung in Europa zu verbessern. Ich denke, dass dieser Schritt voll und ganz für die zuversicht des Management spricht. Am 9. Mai sollten wir dann genaueren Aufschluss darüber erhalten. Zumdindest notiert der Kurs in der nähe seines Allzeithochs...

[Kurspotenzial]

Die Aktie ist und bleibt eine Perle und auch in meinem Depot einer der solidesten Werte :-))
Bei nachhaltigem Ausbruch über die 16$ sollte IART bald bei 20$ stehen. Fundamental ist die Aktie bei KGV 30 und den guten Wachstumsaussichten nach wie vor nicht zu teuer.
Einfach liegen lassen

Grüße Kurspotenzial

[thetruenik]

hey da bin ich ja froh, dass ihr sie auch noch habt, ich muss wirklich sagen, die aktie ist geil, sehr stabil, ich bin mir auch sicher das wir den boden jetzt erstmal bei 13$ gesehen haben, auf nach NORDEN!!!

[esaposse]

hallo leute
komme gerade aus dem urlaub wieder und freue mich das integra so gut gelaufen ist.
wirklich ne gute aktie.
hab mal weiter nach anderen kleinen bios gesucht.
was haltet ihr von vivus oder macrochem
wäre toll wenn einer sich dazu äussern könnte.

[Ant@res]

Hallo Integraner!

Wenn esaposse mal Werte in die Runde wirft tue ich das auch. Verfolge seit 2 Wochen Perma-Fix (PESI).

Kosten 50 Mio. USD, und haben nun Aufträge für 1,2 Mrd. um Radioaktiven Müll aus dem kalten Krieg sicherzustellen. Der Gesamtbestand aus dem Kalten Krieg beträgt jedoch weit über 100 Mrd. USD. Noch fehlt jedoch mein Research - bleibe aber auf jeden Fall an der Story dran!

[esaposse]

na also.
geht gegen den trend aufwärts. heute über 16 USD.
dabei bleiben!!!!!!!!!!!!!!!
genug dazu.
hey ant@res
habe mir den wert mal angesehen. klingt interessant.
in DT. leider sehr geringer umsatz.
aktuell bewegt sich der kurs auf ATH, wobei in DT. ca 10%
unter niveau von usa.
einziger nachteil: Empfehlung vom Aktionaer
traue ich zur zeit immer noch nicht!
werde ihn aber trozdem beobachten.
was meinst du über die anderen beiden werte von mir?
für ein kleines statemant waere ich dankbar
mfg
und steigende Kurse bei Integra!!!!!!!!!!!!

[esaposse]

hallo leute
hier die zahlen für das 1.quartal:
>Integra LifeSciences (ticker: IART, exchange: NASDAQ) News Release -
9-May-2001</font>
<hr>
<font face="arial, helvetica, <B>Integra LifeSciences Reports Record First Quarter Net Income and Revenues; Earnings Before Interest, Taxes, Depreciation and Amortization Totaled $3.7 Million</B></font>
PLAINSBORO, N.J.--(BUSINESS WIRE)--May 9, 2001--Led by strong
growth in revenues, Integra LifeSciences Holdings Corporation
(Nasdaq:IART) today reported record net income and revenues for the
first quarter of 2001.
</p>
<p>
Earnings for the quarter were $0.07 per share, as compared to an
adjusted net loss of $0.08 per share in the first quarter of 2000. Net
income totaled $2.0 million, with total revenues increasing $7.2
million, or 49%, to $21.7 million. This compares to an adjusted net
loss of $1.1 million in the first quarter of 2000 on total revenues of
$14.5 million.
</p>
<p>
Revenue growth was led by a $7.0 million increase in product sales
to $20.3 million, a 52% increase over the first quarter of 2000.
Included in this increase was $2.8 million in sales of product lines
acquired in the second quarter of 2000. Sales in the Integra
NeuroSciences division increased $5.7 million to $14.5 million, and
included $2.3 million in sales of acquired product lines.
</p>
<p>
Contributing to the strong organic growth of $3.4 million in the
Integra NeuroSciences division were sales of the DuraGen(R) Dural
Graft Matrix, with domestic reorder rates currently exceeding 80%, the
Company`s intracranial monitoring and cranial access products for the
neuro intensive care unit and hydrocephalus management products.
</p>
<p>
Sales of Integra LifeSciences division products increased $1.3
million to $5.8 million primarily because of organic growth in the
Company`s private label products and $0.5 million in sales of acquired
product lines.
</p>
<p>
"The benefits of the recent expansion in the Integra
NeuroSciences` direct sales force in the United States are reflected
in the strong results for the first quarter," commented Stuart M.
Essig, Integra`s President and Chief Executive Officer. "With the
recent launch of the LICOX(R) Brain Tissue Oxygen Monitoring System
and the Ventrix(R) True Tech Catheter at the American Association of
Neurological Surgeons meeting in April, we have further expanded the
broad line of innovative life-saving products that our
neurospecialists can bring to the neurosurgeon and neuro nurse. This
comprehensive product offering and the strong customer relationships
built by our experienced neurospecialists and clinical development
team have made Integra NeuroSciences a leader in the market."
</p>
<p>
Consolidated gross margins on product sales increased to 58% in
the first quarter of 2001 from an adjusted 51% in the first quarter of
2000 as a result of an improved sales mix of higher margin products.
Adjusted consolidated other operating expenses (excludes cost of
product sales) increased $1.6 million from the first quarter of 2000
to $10.7 million in the first quarter of 2001.
</p>
<p>
This increase was primarily the result of higher sales and
marketing expenses from the expansion of the Integra NeuroSciences
direct sales force, offset by lower general and administrative
expenses.
</p>
<p>
On a divisional operating basis, the Company reported the
following results for the first quarter of 2001:
</p>
<p>
In the Integra NeuroSciences division:
</p>
<ul>
<li>

<p>
Sales of neuro intensive care unit products increased $1.0
million to $6.5 million.
</p>

</li>
<li>

<p>
Neuro operating room product sales increased $4.7 million to
$8.0 million, including $2.3 million of acquired product
lines.
</p>

</li>
<li>

<p>
Gross margin on product sales was 61%, as compared to an
adjusted 54% in the first quarter of 2000.
</p>

</li>
<li>

<p>
Total other operating expenses increased $1.9 million to $5.7
million, with the division reporting a $3.5 million operating
profit. The increase in other operating expenses was almost
entirely related to higher sales and marketing expenses.
</p>

</li>
</ul>
<p>
In the Integra LifeSciences division:
</p>
<ul>
<li>

<p>
Sales of private label products increased $0.7 million to $3.2
million.
</p>

</li>
<li>

<p>
Sales of distributed products increased $0.6 million to $2.6
million, including $0.5 million of acquired product lines.
</p>

</li>
<li>

<p>
Gross margin on product sales approximated 49%, as compared to
44% in the first quarter of 2000.
</p>

</li>
<li>

<p>
Total other operating expenses were flat at $2.2 million for
the quarter, with the division reporting a $1.7 million
operating profit.
</p>

</li>
</ul>
<p>
Divisional operating results exclude corporate general and
administrative expenses and amortization on intangible assets and
goodwill. For the quarter, corporate general and administrative
expenses decreased $0.5 million to $2.1 million, while intangible
asset amortization increased $0.2 million to $0.7 million.
</p>
<p>
The Company reported Earnings Before Interest, Taxes, Depreciation
and Amortization of $3.7 million, as compared to $0.1 million in the
first quarter of 2000.
</p>
<p>
The Company has scheduled a conference call for 9:00 am EST today,
May 9, 2001, to discuss the financial results for the first quarter of
2001 and to update its forward looking guidance. The call is open to
all listeners and will be followed by a question and answer session.
</p>
<p>
Access to the live conference call is available by dialing
800/865-4460 in the United States or 973/628-7055 for international
listeners. Access to the call will also be available through a live
listen-only webcast via a link provided on the home page of Integra`s
website at www.integra-ls.com.
</p>
<p>
Integra LifeSciences Holdings Corporation develops, manufactures
and markets medical devices, implants and biomaterials primarily used
in the treatment of cranial and spinal disorders, soft tissue repair
and orthopedics. Integra is a leader in applying the principles of
biotechnology to medical devices that improve patients` quality of
life.
</p>
<p>
The Company has its corporate headquarters in Plainsboro, New
Jersey, with manufacturing and research facilities located throughout
the world. The Company has approximately 550 permanent employees.
Please visit the Company`s website at (http://www.integra-Ls.com).
</p>
<p>
This news release contains forward-looking statements within the
meaning of the Private Securities Litigation Reform Act of 1995. Such
forward-looking statements involve risks and uncertainties that could
cause actual results to differ materially from predicted or expected
results. Forward-looking factors include, but are not limited to,
statements concerning future profits and growth in product sales.
</p>
<p>
In addition, the economic, competitive, governmental,
technological and other factors identified under the heading "Risk
Factors" included in the Business section of Integra`s Annual Report
on Form 10-K for the year ended December 31, 2000 and information
contained in subsequent filings with the Securities and Exchange
Commission could affect actual results.
</p>

</FONT><PRE>
INTEGRA LIFESCIENCES HOLDINGS CORPORATION
CONSOLIDATED FINANCIAL RESULTS
(In thousands, except per share data)
(UNAUDITED)

Statement of Operations Data:
Three Month Period
Ended March 31
2001 2000

Product sales $20,284 $13,332
Other revenue 1,400 1,199
Total revenue 21,684 14,531

Cost of product sales 8,594 6,687
Research and development 2,073 1,890
Selling and marketing 4,751 2,949
General and administrative 3,204 3,747
Amortization 680 480
Total costs and expenses 19,302 15,753

Operating income (loss) 2,382 (1,222)

Gain on disposition of
product line -- 115
Other income, net (140) 134

Net income (loss) before
income taxes 2,242 (973)

Provision for income taxes 246 62

Net income (loss) before
accounting change 1,996 (1,035)

Cumulative effect of
accounting change -- (470)

Net income (loss) $ 1,996 $(1,505)

Earnings (loss) per share
before accounting change:
Basic $ 0.08 $ (0.32)
Diluted $ 0.07 $ (0.32)

Earnings (loss) per share:
Basic $ 0.08 $ (0.35)
Diluted $ 0.07 $ (0.35)

Pershare effect of
beneficial conversion feature
on issuance of preferred
stock:
Basic $ -- $ (0.24)
Diluted $ -- $ (0.24)

Weighted average Common
shares outstanding:
Basic 19,618 17,228
Diluted 21,849 17,228

Balance Sheet Data:
31-MAR 2001 31-DEC 2000

Cash, cash equivalents
& investments $19,374 $15,138
Working capital 27,992 25,177
Total assets 91,079 86,514
Long-term debt 3,121 4,758

auf steigende kurse!!!!

[Ant@res]

Habe mir die Aufzeichnung der CC mal angehört.

Das Management gab sich sehr positiv. Der Schwerpunkt soll zunehmend auf die Medizinische Sparte gelegt werden, Tissue Eng. bleibt wohl vorerst noch nebensache... Find ich zwar ein bißchen Schade aber die werden schon wissen warum!

Darüber hinaus ist für den Sektor Medizintechnik eine zunehemnde Expansion geplant!

Zur Zeit Konsoliderit der Kurs auf hohem Niveau! Wenn wir den Ausbruch nach oben schaffen ist dies in der Regel ein gutes Zeichen - immer nach dem Motto: Kaufe Hoch, verkaufe Höher.

An esaposse:
Hab leider momentan zu wenig Zeit um mir Deine Werte genauer anzuschauen. Kam bislang nicht mal zum PESI-Research! Auch wenns noch 2 Monate dauern sollte werde ich die WErte nicht vergessen. Vielleicht schreibst Du an dieser Stelle mal was, dann hab ich schon mal einen leichtern Einstieg!!

[Kurspotenzial]

Hallo Integra-Aktionäre,

Ausdauer macht sich halt an der Börse doch bisweilen bezahlt. Unsere Perle explodiert gerade unter wahnsinnigen Umsätzen in den USA. Bislang sind dort bereits 700.000 !!!! Aktien gehandelt, normal sind knapp 38.000 am Tag und das bei einem Kursanstieg von 11% auf über 17$. Der charttechnische Ausbruch über den Widerstand bie 16 ist somit vollbracht und ich rechne in kurzer Zeit mit Kursen um die 20$.

Weiterhin viel Spaß mit dem Wert wünscht Euer

Kurspotenzial

[Ant@res]

Wow! Welch positive Überraschung am heutigen Tag!

IART legte gestern bei sehr Volumenstarkem Handel um 16% zu!
Während bislang durchschnittlich 36.000 Aktien über den Tisch gingen waren es gestern fast eine ganze Million. D. h. gestern haben rund 5% des FreeFloats den Besitzer gewechselt. Bei den hohen Umsätzen gehe ich mal davon aus, dass nicht nur Trader am Werke waren sondern sich auch ein oder gleich mehrere Fonds gestern langfristig eingedeckt haben.

Übrigens ein Termin auf den wir uns freuen können:

am 13.6.: Integra LifeSciences Presents at Goldman Sachs 22nd Annual Healthcare Conference.

[thetruenik]

Ja, das wird wohl wirklich so sein!
heute sind wir bei ueber 20€, das haben wir glaube ich noch nie gesehen!

[thetruenik]

Ich habe 2 interessante Analystenberichte zur IART aufgetrieben, leider im pfd Format, hat einer von euch Ahnung wie ich die hier trotzdem reinkopieren kann?

[Ant@res]

@thetruenik

PDFs, kannst Du nicht so leicht ins Board stellen! Am besten Du kopierst Dir den Link aus Deiner Navigatroleiste und stellst diesen dann ins Board.

So z. B.:

http://www.businessweek.com/pdfs/biobodies.pdf

[thetruenik]

ok hier die beiden urls

http://onvista.multexinvestor.de/research/DocumentSynopsis.a…



http://onvista.multexinvestor.de/research/DocumentSynopsis.a…

ihr muesst euch aber erst noch beim multexinvestor anmelden, geht aber ganz schnell

[Ant@res]

@thetruenik

Besten Dank für Deine beiden Links!

Nachdem es vorletzte Woche zu steigenden Kursen kam, kam es diese Woche leider zu Gewinnmitnahmen. Postiv an den Gewinnmitnahmen: Die wurden jeden Tag geringer, was darauf hindeutet, dass die meisten potentiellen Verkäufer sich jetzt verabschiedet haben. Am Freitag konnte Integra dann wieder unter leicht stärkeren Umsätzen zulegen.

Perma-Fix, die ich vor einigen Tagen mal hier in diesem Thread angesprochen habe, erreichten zwischenzeitlich ebenfalls ein neues Hoch. Leider bin da nur Zuschauer....

[thetruenik]

@ Ant@res
und was haelst du von diesen Analysen??

[Ant@res]

@thetruenik

Naja, als wahre Meisterleistung würde ich die analysen nun nicht bezeichnen. Nur ein Beispiel: Der Peergroupvergleich mit Celera.
Integra: Medizinische Geräte für Neurochirurgie und Sparte im Gewebebau, Celera mit Genomdatenbank die witerlizenziert wid....
Ansonsten nette Zusammenfassung von den Zahlen auf Quote.Yahoo.com

Ich mach mir gerne mein eigenes Bild vom Unternehmen. Dazu verfolge ich leiber die Telefonkonferezen der Unternehmen, lese neutrale Wissenschaftsberichte und befasse mich mit der Finazlage der Unternehmen... Mit dieser Methode bin ich bislang immer gut gefahren....

[Ant@res]

Kurs hat sich tatsächlich in dieser woche stabilisiert - ins besondere, wenn man bedenkt, dass die Nasdaq in dieser Woche schon über 150 Punkte verloren hat (IART ca. +0,20 $).

Da ich mir vorstellen könnte, dass die Nasdaq weiter in den Keller gehen wird, und im Sog auch IART baden geht, habe ich mich von rund 40 % meiner IART-Aktien vorläufig verabschiedet...

Am 13 Juni ist ein Analystentreffen bei GS. Spätestens von dort erhoffe ich mir neue Impulse...

[Ant@res]

Mit meinem heute getätigten Teilverkauf hatte ich ein unglückliches Händchen! Heute hat IART erstmals die 19 Dollar erreicht, aktuell notiert der Wert wieder leicht darunter. Besonders erfreulich: Hohe Umsätze, die wohl weiterhin auf interesse institutioneller Anleger hindeutet.

Freu mich für alle, die noch voll In Integra investeirt sind.

[Kurspotenzial]

Die Aktie macht einfach nur Spaß und ich werde dabeibleiben, schließlich weist Integra gerade in schwachen Biotechphasen eine hervorragende relative Stärke auf.
Auf weiterhin steigende Kurse für alle Investierten

Grüße Kurspotenzial

[Ant@res]

Interview mit Stuart Essig auf

http://www.streamingnews.net/company_show.asp?TICKER=IART

hab leider im Augenblick keine Zeit mir das anzuhören, werde dies aber nachholen...

[thetruenik]

IL3.FSE 22,00 21,50 + 0,50 + 2,33 51.053 2.360 01. Jun 14:32

[Ant@res]

Hab mir soeben das Interview angehört, dass ich in meinem letzten Posting erwähnt habe.

Für diejenigen, die sich schon einwenig mit IART außenandergesetz haben dürfte diesen Interview nur wenig aufhschluß bringen.

Schwerpunkt war die Sparte medizinsche Geräte:
Einige Schlagworte:
IART schaffte es in diesem Markt innerhalb v. 18 Monaten von 0 auf 10 Mio. $ Umsatz je Q. zu kommen.
Enger Kontakt zu Krankhäusern, sarkes Verkaufsteam, das ungefähr 2000 bis 3000 Krankenhäuser erreicht.
Jährliches Marktpotential schätzt IART auf 75 bis 100 Mio. Dollar.
Mit jedem kooperationsparnter befinden sich derzeit durschnittlich 2 bis 3 klinische Geräte in der Entwicklung.

Erfreulich: Stuart war kaum zu bremsen während des Interviews

Anmerkung für die zukünftigen Leser: Aktie notiert heute weiterhin unter größeren Umsätzen knapp unterhalb der 19 Dollarmarke.

[Ant@res]

Ich hoffe, dass wir Ende dieser Woche wieder steigende Kurse sehen werden.
Am Mittwoch Abend ist Integra bei der Analystenkonferenz bei Goldman Sachs eingeladen, was hoffentlich durch freundlichere Kurse am Donnerstag und Freitag zum Ausdruck kommen wird. Falls bis Mittwoch die Kurse etwas nachgeben, werde ich meine Postion wieder etwas aufstocken...

Bis dahin allen viel Erfolg bei ihren Geschäften....

Ant@res

[Ant@res]

Scheine wohl der eizige zu sein, der sich noch regelmäßig mit IART beschäftigt - aber was solls, solang der Thread noch ab und zu mal gelesen wird....

Die GS-Konferenz hat sich etwas verschoben und findet jetzt in einer Stunde statt...

Wer sie sich anhören will kann dies unter folgendem Link tun:

https://www.gs.com/ir/conf

Username: conference/conf8
Password: goldman8


aktuell sind wir noch 1 US-Cent von einem neuen ATH entfernt, ich wette wir werden diesen Cent heute noch knacken - trotz schwacher Nasdaq...

[cheerdance]

@Ant@res

Wäre wirklich super, wenn es Dir möglich wäre, etwas über das Ergebnis der Sitzung zu posten !
Bin selbst seit 13,10 investiert, leider mit viel zu wenig Einsatz !
Cheerdance

[thetruenik]

@ Ant@res, ich lese auch noch regelmaeßig mit hier, ich finde es gut das du uns an deinem wissen teilhabe laeßt!

[Leraunt]

Und noch einer, der in Integra investiert ist.... :-)

Wann können wir den mit Ergebnissen aus der Konferenz rechnen?

[Ant@res]

Hier die Mitschrift der GS-Konferenz

Die Begrüßung fiel sehr herzlich aus. Eine Bemerkung das Essig früher bei GS arbeitete und nun zur ehrlichen Arbiet übergegangen ist wurde im ganzen Saal mit lachen beatworet.

Essig übernahm das Wort.

Beschrieb, dass er vor seinem Amtsantritt mehrere hundert Unternehmen in Calf besuchte bevor er sich für IART entschied...
Er stellte sein Unternehmen als das führende Unternehmen bei med. Geräten für die Neurochirurgie vor (wissen wir ja schon ). Und im Anschluss beschreibt er die Tissuesparte.

Partnerschaften zu JNJ, MDT unterstreichen die starke Marktstellung.

...

bekannte Punkte lasse bleiben...

Akquistionsstrateige der Neuro-Sparte war bislang in erster Linie auf den Ausbau des Vertreibsnetzes ausgelegt.

IART heute: Neurosparte hat sehr hohes organisches Wachstum. (52%) v. 99 auf 00.

Neurosparte = One-Stop-Shop, breites Vertriebsnetz in den USA, solide Position in Japan, akutell wird in Frankreich und in Deutschland ein Verteibsnetz aufbaut.

Produkte sind fast immer die Nr. 1 oder 2 in ihrem Segment!

soweit bis zur 10. Minute....

Beim Vertrieb wird das U. von der Verkaufssparte von JNJ, MDT und der medizinschen Sparte von Tyco Int. unterstützt.

Die Neurocare-sparte hat einen weltMarktanteil von ca. 50% (sequenziuelles Wachstum hier von Q$a uf Q1 lag bei 18 %)

Neue Produkte: sind z.B. die Sauerstoffüberwachung (fürs Hirn), soll sich von den bisherigen Produkten am Markt technologisch abgrenzen... (Produkt seit April verfügbar)

Essig beschreibt Fallstudie aus der Kinderklink aus San Diego...

(15. min.)

Duragen: z.Z. einer der stärksten Produkte von IART. Beschreibt dem Einsatz beim entfernen von Tumoren und den Vorteil gegenüber üblichen Verfahren...
seit dem Start vor 18 Moanten haben 650 der rund 2000 (relevanten)Krankehäuser der USA das Produkt gekauft...
(15% Marktanteil, Tendenz steigend)

(20. Min.)

Tissue:

Parnterschaft mit wichtigen Partner (Name nicht verstanden und JNJ, AHP, etc.)
Gute Aussichten auf weitere Deals.
Kostengünstig in der Herstellung und für Massenprodukion geeignet, einfach in der Handhabung
weiterhin das einzige Produkt auf dem Markt, dass für mehrere Indikationen zugelassen ist.
150 Patente auf diesem Gebiet in USA
Umsätze (93: 5 Mio. Umsatz (Wachstum: 45%), 2000: 72 Mio. Umsatz (Wachstum: 55%), Q1: ca. 22 Mio. $ (58% Wachstum), in Aussicht werden für 2001 60% Wachstum gestellt, 2002: 62%.

EBITDA jetzt positiv, da z.Z. keine Akquisionen dzugekommen sind. (z.Z. 3 bis 3,5 Mio. $)

(25. minute)

solide Finanzlage
für die Zukunft sind keine größeren firmenzukäufe geplant.

Fragen und Antworten:
(leider kann ich die Fragen aus dem Publikum kaum verstehen )
??? Wie kommt es zum Umsatzzuwachs in Europa und Japan?
Jüngste Zukäufe sind Gerätehersteller, die nun IART-Geräte produzieren, der Franzmann soll anscheindenen einen Marktanteil von (80 % Marktanteil haben (u. U. auch nur 18%, akustik jetzt schlecht). + Verstärkung von Sales & Markteging.
Der Zukauf in Dt. ist ein Unternehmen für die O2-Überwachung
20 Personen, Großbrit. wurde vor 6 Monaten erschlossen.

Stärkste Wachstumsmärkte für Neuroch-Geräte sind Südamerika und Japan. Partner in Japan, anscheinend hat IART einen guten Marktanteil in Japan, Zahl wurde aber nicht genannt. In Südamerika ist IART über große Distributoren vertreten. In Südamerika werden jährlich mehrere Mio. Dollar Umsatz erwartet.

??? Wie sehen die zukünftigen Wachtumsraten von IART aus?
Durch die hohen Gewinnmargen wird das Gewinnwachstum so stark wachsen wie der Umsatz. Akquistionen werden erfolgreich integriert, solide Margen.

(30. Minute)

???Aussichten für den Gewinn je Aktie

2002: EPS: 60 bis 70 Cents
2003: ca. 80 Cents
durschnittliches Umsatzwachstum soll zwischen 18 und 20% liegen. (Basisjahr : 2000)

Die Zeit ist abglaufen, Konferrenz beendet.

[cheerdance]

@ antares
Danke für die Info´s ! Ich bin weiter positiv gestimmt, trotz der nicht gerade optimistischen "Großlage" der Aktienwelt. Bisher hat sich Integra gegen den Trend sehr gut behauptet, das sollte sich jetzt sogar noch verstärken!

[Ant@res]

Gemessen an der Bewertung traue ich der Aktie ebenfalls weitere Kurssteigerungen zu. Ebenfalls positiv finde ich, dass jeweils bei steigenden Kursen das Aktienvolumen nach oben geht und umgekehrt - was in meinen Augen ein klares Zeichen ist, dass institutionelle Anleger sich für die Aktie interessieren...

negativ finde ich allerdings, dass wir uns am oberen Ende des Trendkanals befinden, was u. U. in nächster Zeit auch mal zu schwächeren Kursen führen könnte. Dann dürften die Hand voll Anleger, die hier in den Thread schauen aber auch nicht enttäuscht sein... fall wir demnächst 21 oder 22 Dollar sehen werden, will ich meine Postion weiter abbauen in der Hoffnung, dass ich meine Stücke nochmal billiger bekomme....




Vielleicht sehen wir in den nächsten Tagen auch mal wieder eine Nachricht zu IART....

Ach ja, der Terminkalender: Adams, Harkness & Hill 21st Annual steht Ende Juli auf dem Programm - von dieser Seite gibts also die nächsten Wochen keine Impulse.

für diejenigen, die es interessiert: Werde mir in den nächsten Tagen vermtlich eine Position an Titan Pharmaceuticals aufbauen (TTP). Für nähere Infos würde ich den Thread von Erbse1 empfehlen.

[Ant@res]

Gestern hatten wir zum ersten Mal weit überdurchschnittliche Umästze bei leicht fallenden Kursen. Allerdings war dafür eine 200.000 Stückorder verantwortlich gewesen. Ich hoffe, dass sich das Bild Volumen zu Umatz in den heute oder zu beginn nächster Woche verbessert, ansonsten überdenke ich mein Engagement von neuem.

Die Nachrichtenlage bleibt leider weitehin dünn...

Viele Grüße, Ant@res

[Ant@res]

Posting No. 100!

Heute mit neuen positiven Nachrichten
=> Antrag auf Vermarktung für ein neues medizinsches Gerät bei der FDA gestellt.

Integra LifeSciences Announces Completion of Grant in Advanced Biomaterials Program

Device Master File Submitted to FDA

PLAINSBORO, N.J.--(BUSINESS WIRE)--June 27, 2001--Integra LifeSciences Holdings Corporation (Nasdaq:IART - news) today announced the successful completion of a second period of funding for the development of tyrosine-derived polycarbonates.

Funded by a three-year grant from the National Institute of Standards and Technology`s Advanced Technology Program, this development program has yielded a fully synthetic, resorbable polymer technology platform that encompasses a broad range of tissue engineering applications that require tailored control of degradation rates.

The material is designed to degrade into naturally occurring, non-inflammatory by-products. Furthermore, device fabrication by traditional techniques such as compression molding, injection molding and extrusion can be readily achieved. Recently issued U.S. Patent No. 6,120,491 details the composition of matter and uses for this platform technology.

Integra LifeSciences has licensed this and related patented technologies from Rutgers University for all applications, and continues to work in collaboration with the technology`s co-inventor, Dr. Joachim Kohn, Professor of Chemistry at Rutgers University and Director of the New Jersey Center for Biomaterials to develop its applications.

Investments in the manufacturing, regulatory, and development of this technology since the inception of the program in 1993 has totaled approximately $8.0 million, a large portion of which was funded through external grants.

Stuart Essig, President and Chief Executive Officer of Integra LifeSciences, commented ``This program demonstrates Integra`s continued commitment to advancing its biomaterials-based technologies to develop innovative medical devices. We have designed a well-defined and commercially scalable manufacturing process to prepare the product, which was sold commercially for the first time in February 2000.``

Since 1998, Integra has been involved in a strategic alliance with Bionx Implants, Inc. for the development of fixation devices using Integra`s tyrosine-derived polymer technology.

Products covered under the alliance with Bionx include a resorbable line of screws, plates, pins, wedges and nails used for the fixation or alignment of fractures or osteotomies in all areas of the musculoskeletal system except the spine and cranium.

Integra is continuing and has concluded several other materials transfer and research collaborations for tyrosine-derived polycarbonates during the past year. These collaborations, which include evaluation for use in orthopedic, craniomaxillofacial, spinal and drug delivery applications, have progressed through animal studies. To date no human studies have been undertaken.

The Company has produced a Device Master File for the polymer technology and filed it with the FDA in April 2001. Information contained in the Device Master File may be used by Integra`s strategic partners for Premarket Approval Applications, Investigational Device Exemptions, and 510(k) Premarket Notification submissions.

Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of cranial and spinal disorders, soft tissue repair and orthopedics. Integra is a leader in applying the principles of biotechnology to medical devices that improve patients` quality of life.

The Company has its corporate headquarters in Plainsboro, New Jersey, with manufacturing and research facilities located throughout the world. The Company has approximately 550 permanent employees. Please visit the Company`s website at www.integra-ls.com.

====
Vielleicht knacken wir ja heute mal die 20-Dollar-Marke...

[ThomASAC]

Mein KZ lautet >30$ in den nächsten 3 Wochen. TOM

[Ant@res]

Nachdem wir bereits mehrmals die 20 Dollar-Marke tangiert haben gelang gestern erstmals der Sprung darüber! Erfreulich finde ich dabei erneut die regen Umsätze - mehr als 500.000 Aktien haben beim markieren des neues ATHs den Besitzer gewechselt.

Die Prognose für ThomASAC finde ich etwas zu euphorisch!
.
Am Indikator des beigefügten Charts können wir sehen, dass sich die Aktie zunehmend heiss läuft. Ohne weiteren deutlichen Volumenanstieg bei ähnlich hohem Kursnieveau wird könnte die Aktie bald korrigieren. An einen Volumenanstieg glaube ich übrigens kaum - immerhin hat sich seit Ende April das handelsvolumen von ca. 36.000 Stück auf nunmehr gut 160.000 schon bereits vervielfacht.

Ich habe für mich daher beschlossen aus dem Wert auszusteigen, wenn wir im MFI(14) einen Wert von 80 übersteigen bzw. tangieren. Ich gehen dann davon aus, dass man den Wert auf diesem Niveau wieder günstiger zurückerwerben kann.

Grüße, Ant@res

[Ant@res]

Gute Nachrichten heute!!

http://biz.yahoo.com/bw/010705/2060.html

IART berichtet, dass man Fortschritte bei der NeuraGen-Nerve-Guide-Technologie erzielt hat.

Bislang verursachen größere Wunden Störungen bei Nervenregenaration, was zu langfrsiten sensorischen und motorschen Störungen führt. Durch NeuraGen ist ein Kollagenimplantat entwickelt worden, durch das die Regeneration der Nervenenden unterstützt wird. Später wird das Kollagenimplantat vom Körper absorbiert. Der Markt beläuft sich laut IART auf ca. 40 Mio. Dollar jährlich.

[Ant@res]

Upgrade für IART

Robinson-Humphrey Morning Meeting Recap for 7/6/01

IART - Integra LifeSciences, $22.45. Rated 1S2
Robin Swanberg

We are upgrading Integra to a BUY (1S) rating, and raising our price target to $28, based on strong acquisitive growth and solid business execution.

FDA 510(k) approval for IART`s NeuraGen Nerve Guide for peripheral damage was announced yesterday, two years ahead of expected 2003 approval, an estimate which was based on an anticipated PMA filing.

NeuraGen (peripheral nerve repair) was approved based on several predicate devices.

The product will be launched in the U.S. ($20M market) in 4Q01 at the Congress of Neurological Surgeons in October; with no material impact to the numbers this year.

IART is planning a CE Mark submission for use in Europe, and is working with Century Medical towards Japanese approval to access a $40 million WW market.

We arrive at our new price target of $28 based on a targeted multiple of 45x our 2002 earnings estimate of $0.64, versus our previous multiple of just 25x earnings. This would represent a 27% move in the stock.

=====

Muss gestehen, dass ich heute IART verkauft habe, da ich in den nächsten Wochen von einer größeren Korrektur an der Nasdaq ausgehe und glaube, dass sich der Wert nur schwer einem Abwärtssog entziehen wird. Freue mich über meine knapp 100% Gewinn, auch wenn der Kurs jetzt mit 28 Euro bereits über meinem Verkaufskurs liegt.

Viele Grüße, Ant@res

[thetruenik]

Also ich werde noch dabei bleiben, +12% das ist doch was!!! und das an einem Tag!!!

[Ant@res]

@thetruenik
Kann schon sein, dass sich es sich bei IART lohtn weiter am Ball zu bleiben. Habe für mich aber den Entschluss getroffen, weil ich davon ausgehe, dass die Nasdaq weiter korrigiern wird (Z. B. sehr negativer Insider-Index). Ich weiss nicht, ob sich bei der nächsten Abwärtswelle bisher so stabile Werte wie IART halten können, da jede weitere Abwärtswelle das vertrauen in den Aktienmarkt schrumpfen läßt. Bleibe dem Thread aber weiterhin erhalten...

[thetruenik]

wo würdet ihr den im Moment ein Stop-Loss setzten?
bei 22,5?

[thetruenik]

hey wer verkauft denn hier?
NA JA ich werde dabeibleiben

[Alec]

Bin zwar spaet dran, komme aber aus dem Neuro-Bereich und sehe die Zukunft sehr positiv. Bin heute eingestiegen obwohl der gestrige Run der NASDQ eher auf fallende Kurse hinweist. Glaube aber dass IART nicht ganz so abhaengig vom Gesamtmarkt ist. Sehe das ganze als 12-18 Monats investment und rechne bei den zu erwartenden steigenden Zahlen mit ca 50% Kursanstieg in diesem Zeitraum.

[Kurspotenzial]

Hi Ihr,

auch wenn ich mich in letzter Zeit hier etwas zurückgenommen habe, so verfolge ich den Thread stets mit einem guten Gefühl, da unsere Integras wie der Fels in der Brandung stehen
Ich bin seit Anfang dieses Threads dabei und sitze nun auf mehr als 50% Gewinn
Denn och sehe ich weiteres Potenzial, daher habe ich meinen SL nicht ganz so eng gesetzt, liegt jetzt, bei 19,85$. Fragt mich nicht, wie ich ausgerechnet daruaf komme.
Bei Kursen über 28$ habe ich vor, den SL auf 25 anzuheben.

Viel Glück weiterhin mit dieser Bio-Perle

Kurspotenzial

[DoktorKulka]

he

verfolge auch seit 1o Tagen diese Aktie, aufmerksam durch Global Bio Investing hat sich am 13.Freitag gut gehalten. bin zur Zeit in Select Therap investiert, schichte vielleicht etwas um in Integra und evtl. Bioanalyt.
Wie sehr ihr die chancen bei diesen Werten??

gruss Günther

[Alec]

Kennt ihr den schon:

http://iw.thomsonfn.com/iwatch/cgi-bin/iw_ticker?t=IART&rang…

gibt ein tages-/wochen-/ oder monatsweisen Ueberblick ueber das Kaufverhalten Institutioneller.

Recht interessant finde ich

[Alec]

oder fuer alle die mal gerne Statistik ohne Chart haben moechten. Die Seite rechnet dir aus, dass IART ein 100% long term buy ist:

Composite Indicator
TrendSpotter (TM) Buy

Short Term Indicators
7 Day Directional Indicator Buy
10 - 8 Moving Average Hilo Channel Buy
Price vs. 20 Day Moving Average Buy
20 - 50 Day MACD Oscillator Buy
20 Day Bollinger Bands Hold

Short Term Indicators Average: 80% - Buy

Medium Term Indicators
40 Day Commodity Channel Index Hold
Price vs. 50 Day Moving Average Buy
20 - 100 Day MACD Oscillator Buy
50 Parabolic Time/Price Sell

Medium Term Indicators Average: 25% - Buy

Long Term Indicators
60 Day Commodity Channel Index Buy
Price vs. 100 Day Moving Average Buy
50 - 100 Day MACD Oscillator Buy

Long Term Indicators Average: 100% - Buy

Overall Average: 72% - Buy


http://quotes.barchart.com/texpert.asp?sym=iart

[Kurspotenzial]

Hi Leute,

weiß von Euch einer, warum Integra heute so nach oben abgeht (gerade +11% auf 26,60$).
Heute wurde bloß das Datum für die Quartalszahlen bekanntgegeben (am 02. August).
Werde meinen Stop-Loss nun anziehen nach fast 100% Gewinn mit dieser tollen Aktie.
Was meint Ihr? Soll man die Gewinne vielleicht besser schnell mitnehmen und tiefer wieder einsteigen? Der Chart sieht wirklich bedrohlich genial aus, so daß es eigentlich nur noch nach unten gehen kann in der Zukunft, oder ?!?

Vielen Dank für Eure Meinung

Viel Glück mit Integra

Kurspotenzial

[GALATALI]

@Kurspotenzial du musst selber wissen wann du aussteigst.Ich bin 92% im Gewinn ,ich werde aber mit engen stoplos bis 35-37€ durch ziehen,wir werden meine Kurs ziel in 2 Wochen erreichen wetten?



Gruß GALATALI

[stockbaby]

lieber galatali!
die aktie geht nur nach oben weil alle stammzellenstocks anziehen.
in usa wird eine unterstützung mit forschungsgeldern der regierung diskutiert und erwartet. sollte bush endlich seine meinung ändern und forschungsgelder freigeben gehts weiter nach oben mit i.l.
weiterer kursgewinner könnte select therapeutics sein,
die auch mit stammzellen forscht. aastrom und stemcells werden wohl eher für eine konsolidierung anstehn, da bereits mehrere 100 % im plus in den letzten wochen!
mfg
stockbabe

[Alec]

Ganz so banal ist die Bekanntgabe des Datums fuer die Quartalszahlen auch nicht. Urspruenglich war der 8.8. vorgesehen. IART kanns wohl kaum abwarten seine guten Zahlen der Oeffentlichkeit bekannt zu geben. Die naechsten Tage wird IART sicher noch laufen. Am 3.8. wird dann wahrscheinlich sell on good news die Devise sein. Glaube aber nicht, dass der Abschwung so ausgepraegt sein wird, dass sich ein Trade lohnt.

Alex

[DoktorKulka]

soweit mir bekannt ist Select schon sehr stark gestiegen im Gegensatz zu Aastrom.... mal abwarten, was die Zukunft der Stammzellen bringt.

ddrk

[thetruenik]

die aktie läuft ja prechtig, kennt ihr noch andere gute amerikanische small caps??

[Kurspotenzial]

@ thetruenik

Mein ganz neuer Tip ist eine Aktie, die in Deutschland bestimmt außer mir nur eine Handvoll Leute haben, da sie ziemlich unbekannt ist.
Sie ist erst seit 5 Monaten an der Börse, aber bereits seit 5 Jahren im Geschäft und arbeitet profitabel!!!
KGV von 30 auf aktueller Gewinnschätzung, Zahlen kommen heute abend nach Börsenschluß inkl. Conference Call.
Die Studien, die es von JP Morgan und CSFB gibt sind phantastisch und prognostizieren eine super Zukunft.
Die Aktie heißt Harvard Biosciences (HBIO) und würde ich nur in den USA ordern, da in Deutschland so gut wie nichts umgeht.
Der risiko- und chancenbewußte Anleger kauft heute noch vor Börsenschluß in USA, da nachher die Zahlen kommen.

Grüße

Kurspotenzial

[Kubrick2001]

@Kurspotential

Sieht sieht nicht schlecht aus dein Tip, auch wenn das KGV für 2000 bei 65 und für 2001 bei 54.60 liegt.



Kannst du vielleicht ein bisschen darüber erzählen was Harvard Bioscience macht?

Gruß Kubrick

[Kurspotenzial]

HAllo Kubrick

Ja Wahnsinn, was da gerade in USA abghet. Unter hohem Volumen geht das Papier heute vor Bekanntgabe der Zahlen richtig ab. Jetzt schon bei 10,32$, das sind mehr als 10% plus. Da habe ich anscheinend auf das richtige Pferd gesetzt..
Nun, da wir ja schon weit fortgeschritten sind im Jahre 2001 ist das KGV für 2000 wohl vermottet und wir sollten uns eher auf 2002 beziehen. Da liegt der Konsens bis zu den heutigen Zahlen bei 0,29$ Gewinn (dürfte hoffentlich bei entsprechend guten Zahlen angehoben werden). Dies entespricht aktuell einem KGV von 35,6.

Was macht HBIO?

Das ist ja das tolle!!!

HBIO ist eine Art Provider, die den Biotech-Konzerne die notwendigen High-End Geräte, die sie zur Erforschung neuer Medikamente einsetzen. Dies soll den Bios Kosten und v.a. Zeit bei der Entdeckung z.B. neuer Antikörper und Ziel-Körper sparen. HBIO ist also kein!! Drug-Maker und hat daher nicht das enorm hohe Risiko eines großen Rückschlags bei Scheitern einer Versuchsreihe

Der Einfeichheit halber mal ein knappes Portrait auf englisch:

Harvard Bioscience, Inc. is a provider of research enabling tools for drug discovery. The Company provides an array of tools designed to accelerate the speed and to reduce the cost at which its customers can introduce new drugs. Since its 1996 reorganization, the Company has focused on alleviating the protein purification and absorption, distribution, metabolism, elimination and toxicology (ADMET) screening bottlenecks in drug discovery. The Company`s products consist of both proprietary and non-proprietary products. The Company`s Proteomics Products for Protein Purification include protein purification pipette tips, spin columns, protein purification dialyzers and disposable equilibrium dialyzers. Proteomics Products for protein analysis include molecular biology spectrophotometers, DNA/RNA/protein calculators, multi-well plate readers and amino acid analysis systems.

Harvard Bioscience, Inc. provides research-ennabling tools for drug discovery research at pharmaceutical and biotechnology companies, universities and government research laboratories. For the three months ended 3/31/01, revenues rose 22% to $8.6 million. Net income applicable to Common totalled $272 thousand vs. a loss of $4.4 million. Revenues reflect sales of new products by the UK subsidiary. Earnings reflect the absence of a $4.9 million warrant interest expense.


Earnings History
Last Quarter (Mar 01) 0.05
Surprise 40.0%
Consensus Estimates
This Quarter (Jun 01) 0.04
This Year (Dec 01) 0.17
Next Year 0.29
Next Earnings (Est.):31-July-01

High Target $18.00
Mean Target $17.50
Median Target $17.50
Low Target $17.00



Hoffe auf weiter steigende Kurse nach den Zahlen

Grüße Kurspotenzial

[Kubrick2001]

@Kurspotential

Vielen dank für die kurze Beschreibung von HBIO. Ich werde mir die Firma mal näher anschauen.

Gruß Kubrick

[Alec]

IART gondelt von ATH zu ATH und das bei stetig steigendem Volumen. Selbst in D sieht immer groessere Volumina. Heute kommen Zahlen und die muessen eigentlich gut werden. Die Analystenschaetzung zu uebertreffen ist ja nicht schwer. Zumindest nach Yahoo-Angaben covern 7 Broker IART, darunter ING Baring, Warburg Dillon und Lehman und ihr estimate liegt im Maximum bei 0.08 was lediglich einen cent ueber dem letzten Quartal liegt.

30$ heute?

[Kurspotenzial]

Hallo Leute,

Die Aktie hat dieses jahr schon 200% zugelegt und es geht weiter bei den Zahlen!!!

10 cents Gewinn (nicht Verlsut wie bei Förtschis Bios) vs. 7 cents Konsens.
Heute sehen wir tatsächlich die 30$ Integra LifeSciences Reports Record Second Quarter Net Income on 35% Growth in Product Sales
Earnings Before Interest, Taxes, Depreciation and Amortization Totaled $4.7 Million
PLAINSBORO, N.J.--(BUSINESS WIRE)--Aug. 2, 2001-- Led by strong growth in product sales, Integra LifeSciences Holdings Corporation (Nasdaq:IART - news) today reported record revenues and net income for the second quarter of 2001.

Earnings for the quarter were $0.10 per share, as compared to an adjusted net loss of $0.06 per share in the second quarter of 2000. Net income totaled $2.8 million, with total revenues increasing $5.8 million, or 34%, to $22.9 million. This compares to an adjusted net loss of $0.6 million in the second quarter of 2000 on total revenues of $17.1 million.

For comparability purposes, the prior year results were adjusted to exclude a $1.1 million gain on the sale of a product line and $0.3 million of fair value inventory purchase accounting adjustments related to an acquisition.

Revenue growth was led by a $5.6 million increase in product sales to $21.4 million, a 35% increase over the second quarter of 2000. Included in this increase was $0.4 million in sales of product lines acquired early in this quarter. Sales in the Integra NeuroSciences division increased $4.6 million to $15.7 million, and included the $0.4 million in sales of acquired product lines.

Contributing to the strong growth in the Integra NeuroSciences division were sales of the DuraGen® Dural Graft Matrix, with domestic reorder rates continuing to exceed 80%, our line of intracranial monitoring products for the neuro intensive care unit, and the Selector® Integra Ultrasonic Aspirator for the ablation of cranial tumors.

Sales of Integra LifeSciences division products increased $1.0 million to $5.7 million primarily due to growth in the Company`s private label products.

``The strong results for this quarter can be attributed to the recent expansion in the Integra NeuroSciences` sales force, particularly in the United States, and the diverse line of products acquired or developed by the Company over the last two years,`` commented Stuart M. Essig, Integra`s President and Chief Executive Officer. ``With the acquisitions of GMSmbH in Germany and Satelec Medical in France in April, we are continuing to build our sales and marketing infrastructure in Europe, which is expected to benefit our top line revenue growth.``

Consolidated gross margins on product sales increased to 61% in the second quarter of 2001 from an adjusted 57% in the second quarter of 2000 as a result of an improved sales mix of higher gross margin products. Consolidated operating expenses (excluding cost of product sales) increased $0.7 million from the second quarter of 2000 to $11.2 million in the second quarter of 2001.

This increase was the result of higher sales and marketing expenses attributed to the expansion of the Integra NeuroSciences direct sales force, partially offset by lower general and administrative and research and development expenses.

On a divisional operating basis, the Company reported the following results for the second quarter of 2001:

In the Integra NeuroSciences division:

Sales of neuro intensive care unit products increased $1.3 million to $6.8 million, including $0.1 million in sales of acquired products.
Neuro operating room product sales increased $3.3 million to $8.9 million, including $0.3 million in sales of acquired products.
Gross margin on product sales was 63%, as compared to an adjusted 59% in the second quarter of 2000.
Total other operating expenses increased $1.6 million to $6.5 million, with the division reporting a $3.7 million operating profit. The increase in operating expenses was entirely related to higher sales and marketing spending.
In the Integra LifeSciences division:

Sales of private label products increased $0.6 million to $3.3 million.
Sales of distributed products increased $0.4 million to $2.4 million.
Gross margin on product sales was 55%, as compared to an adjusted 51% in the second quarter of 2000.
Total other operating expenses decreased $0.4 million to $2.1 million for the quarter, with the division reporting a $2.3 million operating profit.
Divisional operating results exclude corporate general and administrative expenses and amortization of intangible assets and goodwill. For the quarter, corporate general and administrative expenses decreased $0.5 million to $1.8 million, while intangible asset amortization increased to $0.7 million as a result of the GMS and Satelec Medical acquisitions.

The Company reported Earnings Before Interest, Taxes, Depreciation and Amortization of $4.7 million, as compared to an adjusted $1.1 million in the second quarter of 2000.

The Company has scheduled a conference call for 9:00 am EST today, August 2, 2001, to discuss the financial results for the second quarter of 2001. However, in light of our pending registration statement, we will not update or otherwise comment on our expectations for future financial results until our third quarter conference call in November.

Access to the live conference call is available by dialing [phone] in the United States or [phone] for international listeners. Access to the call will also be available through a live webcast via a link provided on the home page of Integra`s website at www.integra-LS.com.

Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of cranial and spinal disorders, soft tissue repair and orthopedics. Integra is a leader in applying the principles of biotechnology to medical devices that improve patients` quality of life.

The Company has its corporate headquarters in Plainsboro, New Jersey, with manufacturing and research facilities located throughout the world. The Company has approximately 575 permanent employees.

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from predicted or expected results. Forward-looking statements include, but are not limited to, statements concerning future growth in revenues. In addition, the economic, competitive, governmental, technological and other factors identified under the heading ``Risk Factors`` included in the Business section of Integra`s Annual Report on Form 10-K/A for the year ended December 31, 2000 and in the Company`s Registration Statement on Form S-3, and information contained in subsequent filings with the Securities and Exchange Commission could affect actual results.


INTEGRA LIFESCIENCES HOLDINGS CORPORATION
CONSOLIDATED FINANCIAL RESULTS
(In thousands, except per share data)
(UNAUDITED)

Statement of Operations Data:
Three Month Period Six Month Period
Ended June 30 Ended June 30
2001 2000 2001 2000

Product sales $21,385 $15,827 $41,669 $29,159
Other revenue 1,535 1,259 2,935 2,458
Total revenue 22,920 17,086 44,604 31,617

Cost of
product sales 8,310 7,212 16,904 13,899
Research and
development 1,837 2,004 3,910 3,894
Selling and
marketing 5,269 3,904 10,020 6,853
General and
administrative 3,319 3,884 6,523 7,631
Amortization 729 670 1,409 1,150
Total costs
and expenses 19,464 17,674 38,766 33,427

Operating income
(loss) 3,456 (588) 5,838 (1,810)

Gain on disposition
of product line -- 1,031 -- 1,146
Other expense, net (265) (170) (405) (36)
Income (loss) before
income taxes 3,191 273 5,433 (700)
Provision for
income taxes 429 161 675 223

Income (loss) before
accounting change 2,762 112 4,758 (923)

Cumulative effect of
accounting change -- -- -- (470)

Net income (loss) $ 2,762 $ 112 $ 4,758 $(1,393)

Earnings (loss)
per share
Basic $ 0.13 $ (0.02) $ 0.20 $ (0.36)
Diluted $ 0.10 $ (0.02) $ 0.18 $ (0.36)

Weighted average
Common shares
outstanding:
Basic 20,245 17,341 19,931 17,282
Diluted 25,049 17,341 22,211 17,282

Balance Sheet Data:
30-JUN 31-DEC
2001 2000

Cash, cash equivalents & investments $11,655 $15,138
Working capital 28,299 25,177
Total assets 94,193 86,514
Total debt 9,703 13,630
Total stockholders` equity 62,522 53,781

Source: Integra LifeSciences Holdings Corporation

www.integra-LS.com

[Alec]

Leider hat sich eingestellt was ich zuvor vermutet hatte. Das hohe Volumen der letzten 2 Wochen war v.a. durch solche Investoren gespeist die auf das zu erwartende gute Quartalsergebnis spekuliert hatten und sich nach den Zahlen von 10% Gewinn trennen wollten. An den Fundamentaldaten gibt es nichts zu ruetteln. Wir sehen bald hoehere Kurse.

[Kurspotenzial]

Hallo Integra-Investierte!!

Heute gab das Unternehmen bekannt, daß die Kapitalerhöhung nun durch ist. Insgesamz werden 4,4 Mio. neuer Aktien zu 25,5$ ausgegeben.
Wie der Markt darauf reagiert?!
Unter sehr hohem Volumen - jetzt schon über 1,3 Mio gehandelte Stück mit fast 5% im plus.

Bald dürfte Integra verstärkt in den Fokus institutioneller Anleger kommen, da der free float ausgebaut wird. Der Chart ist nach wie vor eine Augenweide und sucht im Biotech-Sektor seinesgleichen.
Der Pullbavk von ca. 30$ auf 25$ scheint beendet und nun wird wieder Anlauf auf neue Höchststände genommen.

Uns allen ein baldiges neues ATH

Kurspotenzial

[Kurspotenzial]

Hier noch ein anderer 6-Monats-Chart.

Das E bedeutet übrigens Änderungen der Gewinnschätzungen, wobei der Pfeil nach oben natürlich positiv zu werten ist.

Besonders zuversichtlich stimmt mich das in der Vergangenheit stark anziehende Volumen

Kurspotenzial

[Kurspotenzial]

Hallo,

hat hier eigentlich keiner mehr Integra?!

Die Bios krachen ein, der Nasdaq-Biotech fällt immer tiefer nur IART steigt munter weiter, auch heute wieder. Bin ich der letzte Mohikaner? Mich wundert, daß der Wert so wenig Beachtung findet, oder kaufen die Leute lieber die tollen Förtsch-Werte. Erinnert sei nur an MLNM mit Kursziel 250$ oder Vertex mit Ziel 150$ und warens nicht bei PDLI mal 400$
Nun, die guten Werte kennt der Kulmbacher wohl nicht ?!

Kurspotenzial

[thetruenik]

doch, und ich lese auch taeglich hier, da ich keine ahnung von charttechnik habe, kann ich jedoch keine so schonen charts hier reinspasten wie du! aber trotzdem vielen dank!

[Kurspotenzial]

So, ws gibt mal wieder was neues von der Analystenfront.
Heute start USB Piper Jaffray das Coverage für IART. DAs Anlageurteil lautet BUY. Bislang konnte ich noch nicht ausmachen, welches Kursziel gesetzt wird.
Auf jeden FAll ist es positiv zu werten, daß auch nach über 100% Kursanstieg in diesem Jahr noch ein neues BUY-Rating vergeben wird, wie gesagt, dies ist eine Nueeinstufung, keine Bestätigung eines alten Ratings

IART wird weiter seinen Weg gehen

Kurspotenzial

[GeorgeStark]

13.08.2001
Integra LifeSciences "buy"
USB Piper Jaffray

Rating-Update:

Die Analysten vom Investmenthaus USB Piper Jaffray stufen die Aktie von Integra LifeSciences (WKN 897013) in einer Ersteinschätzung mit "buy" ein.


13.08.2001
Integra LifeSciences "buy"
ABN Amro

Rating-Update:

Die Analysten vom Investmenthaus ABN Amro stufen die Aktie von Integra LifeSciences (WKN 897013) unverändert mit "buy" ein. Das Kursziel wird mit 34 US-Dollar angegeben.


...ich persönlich halte zwar wenig von den Analysten der ABN Amro, aber in diesem Fall hoffe ich in unserem Interesse, dass sie sich nicht irren.

GeorgeStark

[esaposse]

hallo leute,
es gibt tatsache noch leute hier an bord.
ich bin über die entwicklung bisher sehr zufrieden.
hoffentlich geht es so weiter. wo seht ihr die nächsten kursziele?
anbei noch eine empfehlung:
Rating-Update: Die Analysten vom Investmenthaus CIBC World Markets stufen die Aktie von Integra Lifesciences unverändert mit "strong buy" ein. Das Kursziel wird von 22 auf 34 US-Dollar angehoben. (WKN 897013)


ps vielen dank an ant@ares und kurspotential
ihr habt super beiträge geschrieben, die sehr informativ waren!weiter so!!!!
wenn ihr andere aktien beobachtet könnt ihr mir gerne eine nachricht schicken.

gruss und gute kurse

[Kurspotenzial]

Hallo Esaposse,

freut mich, daß Du an IART Geld verdient hast. Bislang habe ich in den US-Boards noch nichts von der Erhöhung des Kursziels für Integra von CIBC gefunden. Wenn die auch das Kursziel auf 34$ erhöht haben, sind es schon die zweiten nach ABN. Ich weiß, daß ich mich nur wiederholen kann, aber die Tatsache, daß die KE um immerhin 5,5 Mio neuer Aktien vom Markt so gut weggesteckt wurde stimmt mich sehr optimistisch, das Risiko sehe ich derzeit bei 25$ begrenzt

In den kommenden Monaten, besonders im September und Oktober wird Integra auf einer Vielzahl von Konferenzen vor Medizinern und Analysten auftreten, für positiven newsflow ist somit die Basis geschaffen. Nachfolgend habe ich mal von der Integra-Homepage die nächsten Termine hier reingestellt

Upcoming Events

9/14-18, 2001 Western Neurosurgical Society Annual Meeting,
Victoria, BC, Canada

9/16-20, 2001 12th World Congress of Neurosurgery,
Sydney, Australia

9/28-29, 2001 Neurocritical Care 2001,
Cleveland, OH

9/28-10/4, 2001 CNS,Congress of Neurological Surgeons,
San Diego, CA

10/4-6, 2001 AASH, American Society for Surgery of the Hand,
Baltimore, MD

10/7-12, 2001 ACS-American College of Surgeons,
New Orleans, LA

10/31-11/3, 2001 North American Spine Society,
Seattle, WA

11/10-15, 2001 SFM-Society for Neuroscience,
San Diego, CA

11/10-16, 2001 West Coast Training,
San Diego, CA

11/28-12/1, 2001 AANS-Pediatric Section Neurological Surgeons,
New York, NY

Auf die Frage nach weiteren Titeln so kann ich noch mal auf eines der letzten Postings hier in diesem Thread verweisen. Ich mag Harvard Biosciences (HBIO) sehr, da auch dieses Unternehmen profitabel arbeitet und über ein sehr sicheres und ertragsstarkes Geschäftsmodell verfügt und nicht das Risiko eines Produktunternehmens hat. Bei derzeit genau 10$ auf Sicht von 2 Jahren ein klarer Verdoppler. Solltest Du Dir mal ansehen

Grüße Kurspotenzial

[Kurspotenzial]

Hier habe ich gerade noch einen sehr interessanten link für alle Integra-Aktionäre. Dies bringt Euch direkt auf die Homepage der Gesellschaft. Es handelt sich um eine Unternehmenspräsentation, die vor Analysten im Juni gehalten wurde

http://media.corporateir.net/media_files/NSD/iart/presentati…

[Kurspotenzial]

Hallo Integra-Fans,

gestern nach Börsenschluß in den USA hat IART den vollständigen Quartalsbericht veröffentlicht. Für den interessierten Leser mit viel Zeit und Englsichkenntnissen sicherlich noch einmal eine spannende Lektüre, die optimistisch in die Zukunft blicken läßt.
Auch gestern konnte die Aktie wieder leicht zulegen. Nun gilt es die 25$ nach unten nicht zu unterschreiten und bei wieder anziehendem Volumen in den kommenden Wochen ein neues ATH zu schaffen

Kurspotenzial



August 14, 2001

INTEGRA LIFESCIENCES HOLDINGS CORP (IART)
Quarterly Report (SEC form 10-Q)
ITEM 2. MANAGEMENT`S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS
OF OPERATIONS

The following discussion should be read in conjunction with the Company`s consolidated financial statements, the notes thereto and the other financial information included elsewhere in this report and in the Company`s 2000 Annual Report on Form 10-K/A filed with the Securities and Exchange Commission.


OVERVIEW


The Company develops, manufactures and markets medical devices, implants and biomaterials for the neurosurgical, orthopedic and soft tissue repair markets. The Company`s operations consist of:

o Integra NeuroSciences, which is a leading provider of implants, devices, and monitors used in neurosurgery, neurotrauma, and related critical care; and

o Integra LifeSciences, which develops and manufactures a variety of medical products and devices, including products based on our proprietary tissue regeneration technology which are used to treat soft tissue and orthopedic conditions.

Integra NeuroSciences sells primarily through a direct sales organization and Integra LifeSciences sells primarily through strategic alliances and distributors.

Certain items within the Company`s business segments have been reclassified to conform to the current methodology for determining segment profitability. These reclassifications were not material and did not change the basic nature of the business segments.


RECENT ACQUISITIONS


On April 27, 2001, we acquired Satelec Medical, a subsidiary of the Satelec-Pierre Rolland group, for $3.8 million in cash, of which $3.6 million was paid at closing. Satelec Medical, based in France, manufactures and markets the Dissectron(R) ultrasonic surgical aspirator console and a broad line of related handpieces. The Dissectron(R) product is the leading ultrasonic surgical system in France. The Dissectron(R) product has FDA 510(k) clearance for neurosurgical applications and CE Mark Certification in the European Union. Revenues of the acquired business were approximately $1.5 million in 2000.

On April 4, 2001, we acquired all of the outstanding stock of GMSmbH, the German manufacturer of the LICOX(R) Brain Tissue Oxygen Monitoring System, for $2.9 million of which $2.3 million was paid in cash at closing. Prior to the acquisition, our Integra NeuroSciences division had exclusive marketing rights to the LICOX(R) products in the United States and certain other markets. Revenues of the acquired GMS business were approximately $1.2 million in 2000, consisting primarily of sales of the LICOX(R) products in Germany and to various international distributors, including Integra.

On April 6, 2000, we purchased the Selector(R) Ultrasonic Aspirator, Ruggles(TM) hand-held neurosurgical instruments and Spembly(R) Medical cryosurgery product lines, including certain assets and liabilities, from NMT Medical, Inc. for $11.6 million in cash.

On January 17, 2000, the Company purchased the business, including certain assets and liabilities, of Clinical Neuro Systems, Inc. for $6.8 million. CNS designs, manufactures and sells neurosurgical external ventricular drainage systems, including catheters and drainage bags, as well as cranial access kits. The purchase price of the CNS business consisted of $4.0 million in cash and a $2.8 million 5% secured promissory note issued to the seller. The promissory note, of which approximately $1.4 million remains outstanding, is collateralized by inventory, property and equipment of the CNS business and by a collateral assignment of a $2.8 million promissory note from one of our subsidiaries.



These acquisitions have been accounted for using the purchase method of accounting, and our consolidated financial statements include the results of operations of the acquired businesses since their respective dates of acquisition. As a result of these acquisitions, the Company`s segment financial results for the three and six months ended June 30, 2001 and 2000 may not be directly comparable.


RESULTS OF OPERATIONS


Comparison of Three Months Ended June 30, 2001 to Three Months Ended June 30,

Product Sales and Gross Margins on Product Sales:


Three Months Ended June 30,
2001 2000
-------- --------
(in thousands)
Integra NeuroSciences:
Neuro intensive care unit.......... $ 6,811 $ 5,549
Neuro operating room............... 8,913 5,589
-------- --------
Total product sales................ 15,724 11,138
Cost of product sales.............. 5,752 4,817
-------- --------
Gross margin on product sales...... 9,972 6,321
Gross margin percentage............ 63% 57%

Integra LifeSciences:
Private label products............. 3,330 2,713
Distributed products............... 2,331 1,976
-------- --------
Total product sales................ 5,661 4,689
Cost of product sales.............. 2,558 2,395
-------- --------
Gross margin on product sales...... 3,103 2,294
Gross margin percentage............ 55% 49%

Consolidated:
Product sales......................... $ 21,385 $ 15,827
Consolidated gross margin percentage.. 61% 54%

In the second quarter of 2001, total revenues increased $5.8 million, or 34%, over the second quarter of 2000 to $22.9 million. Revenue growth was led by a $5.6 million increase in product sales to $21.4 million, a 35% increase over the second quarter of 2000. Included in this increase was $0.4 million in sales of product lines acquired in the quarter. Sales in the Integra NeuroSciences division increased $4.6 million to $15.7 million in the second quarter of 2001, and included $0.4 million in sales of acquired product lines. Contributing to the strong growth in the Integra NeuroSciences division were sales of the DuraGen(R) Dural Graft Matrix, our line of intracranial monitoring products for the neuro intensive care unit, and the Selector(R) Integra Ultrasonic Aspirator for the ablation of cranial tumors. For the second quarter of 2001 and 2000, Integra NeuroSciences` reported gross margin on product sales was reduced by one percentage point and two percentage points, respectively, relating to fair value inventory purchase accounting adjustments recorded in connection with acquisitions. The adjusted gross margin on product sales increased five percentage points to 64% in the second quarter of 2001 through an improved sales mix of higher margin products.
Future product sales in the Integra NeuroSciences division are expected to benefit from growth in the division`s existing product lines and the launch of new or recently developed products, including the LICOX(R) Brain Tissue Oxygen Monitoring System, the Ventrix(R) True Tech Tunneling Catheter for intracranial pressure monitoring, and the NeuraGen(TM) Nerve Guide for the repair of damaged peripheral nerves.

Sales of Integra LifeSciences division products increased $1.0 million to $5.7 million in the second quarter of 2001 primarily because of growth in the Company`s private label products. Sales of private label products can vary significantly from quarter to quarter and are dependent upon the efforts of our strategic marketing partners. For the second quarter of 2000, Integra LifeSciences` reported gross margin on product sales was reduced by two percentage



points relating to fair value inventory purchase accounting adjustments recorded in connection with an acquisition. As compared to the adjusted gross margin of 51% in the second quarter of 2000, gross margin on product sales increased four percentage points to 55% in the second quarter of 2001 primarily as a result of increased capacity utilization.

Other revenue, which increased $0.3 million to $1.5 million in the first quarter of 2001, consisted of $1.1 million of research and development funding from strategic partners and government grants, $0.3 million of royalty income, and $0.1 million of license and distribution revenues.

Research and development expenses were as follows:


Three Months Ended June 30,
2001 2000
-------- --------
(in thousands)
Integra NeuroSciences............. $ 712 $ 735
Integra LifeSciences.............. 1,125 1,269
------- -------
Total.......................... $ 1,837 $ 2,004
======= =======

The future allocation and timing of research and development expenditures between segments and programs will vary depending on various factors, including the timing and outcome of pre-clinical and clinical results, changing competitive conditions, continued program funding levels, potential funding opportunities and determinations with respect to the commercial potential of the Company`s technologies.
Selling and marketing expenses were as follows:


Three Months Ended June 30,
2001 2000
-------- --------
(in thousands)
Integra NeuroSciences............. $ 4,784 $ 3,038
Integra LifeSciences.............. 485 866
------- -------
Total.......................... $ 5,269 $ 3,904
======= =======

Integra NeuroSciences selling and marketing expenses increased $1.7 million as compared to the second quarter of 2000 primarily because of the increase in the size of the direct sales force in the United States throughout 2000 and into 2001 from 18 to 44 neurospecialists.
Within the Integra LifeSciences division, product sales and marketing activities are primarily the responsibility of our strategic marketing partners and distributors. The $0.4 million decrease in Integra LifeSciences` sales and marketing expenses to $0.5 million in the second quarter of 2001 reflects the transition of selling and marketing activities to these strategic marketing partners and lower distributor selling costs.



General and administrative expenses were as follows:


Three Months Ended June 30,
2001 2000
-------- --------
(in thousands)
Integra NeuroSciences............. $ 1,047 $ 1,202
Integra LifeSciences.............. 499 372
Corporate......................... 1,773 2,310
------- -------
Total.......................... $ 3,319 $ 3,884
======= =======

The $0.2 million decrease in Integra NeuroSciences` general and administrative expenses was primarily related to headcount reductions in 2001 and consulting costs incurred in 2000 related to the CNS acquisition.
The $0.5 million decrease in corporate general and administrative expenses was primarily the result of decreased legal fees.

Other income (expense), net includes the following:


Three Months Ended June 30,
2001 2000
-------- --------
(in thousands)
Other than temporary decline in
available for sale securities.. $ (95) $ --
Other, net........................ (56) 9
------- -------
Total.......................... $ (151) $ 9
======= =======

The provision for income taxes increased $0.3 million in the second quarter of 2001 to $0.4 million, which brings the effective tax rate for the year-to-date period to approximately 12.5%. The decrease in the effective rate as compared to the second quarter of 2000 is the result of greater taxable income generated in 2001 in jurisdictions where the Company has net operating loss carryforwards available to offset taxable income.
Net income for the second quarter of 2001 was $2.8 million, or $0.10 per diluted share, as compared to net income of $0.1 million for the second quarter of 2000, or a $0.02 loss per share (after the effect of preferred stock dividends). The net income for the second quarter of 2000 includes a $1.0 million gain on the sale of a product line and $0.3 million of fair value inventory purchase accounting adjustments. Excluding these items, the Company would have reported a net loss of $0.6 million, or a $0.06 per share loss, for the second quarter of 2000.

Comparison of Six Months Ended June 30, 2001 to Six Months Ended June 30, 2000



Product Sales and Gross Margins on Product Sales:


Six Months Ended June 30,
2001 2000
-------- --------
(in thousands)
Integra NeuroSciences:
Neuro intensive care unit.......... $ 13,344 $ 11,081
Neuro operating room............... 16,859 8,877
-------- --------
Total product sales................ 30,203 19,958
Cost of product sales.............. 11,389 8,995
-------- --------
Gross margin on product sales...... 18,814 10,963
Gross margin percentage............ 62% 55%

Integra LifeSciences:
Private label products............. 6,773 5,434
Distributed products............... 4,693 3,767
-------- --------
Total product sales................ 11,466 9,201
Cost of product sales.............. 5,515 4,904
-------- --------
Gross margin on product sales...... 5,951 4,297
Gross margin percentage............ 52% 47%

Consolidated:
Product sales......................... $ 41,669 $ 29,159
Consolidated gross margin percentage.. 59% 52%

For the six months ended June 30, 2001, total revenues increased $13.0 million, or 41%, over the six month period ended June 30, 2000 to $44.6 million. Revenue growth was led by a $12.5 million increase in product sales to $41.7 million, a 43% increase over the six month period ended June 30, 2000. Included in this increase was $0.4 million in sales of product lines acquired in the second quarter of 2001 and an additional three months of sales of product lines acquired from NMT Medical in April 2000. Sales in the Integra NeuroSciences division increased $10.2 million to $30.2 million for the six months ended June 30, 2001, and included $0.4 million in sales of product lines acquired in the second quarter of 2001 and six months of sales of product lines acquired from NMT Medical in April 2000. Contributing to the strong growth in the Integra NeuroSciences division were sales of the DuraGen(R) Dural Graft Matrix, our line of intracranial monitoring products for the neuro intensive care unit, and the Selector(R) Integra Ultrasonic Aspirator for the ablation of cranial tumors. For the six month periods ended June 30, 2001 and 2000, Integra NeuroSciences` reported gross margin on product sales was reduced by one percentage point and two percentage points, respectively, relating to fair value inventory purchase accounting adjustments recorded in connection with acquisitions. The adjusted gross margin on product sales increased six percentage points to 63% for the six months ended June 30, 2001 through an improved sales mix of higher margin products.
Sales of Integra LifeSciences division products increased $2.3 million to $11.5 million for the six month period ended June 30, 2001 primarily because of growth in both private label and distributed products. For the six months ended June 30, 2000, Integra LifeSciences` reported gross margin on product sales was reduced by one percentage point relating to fair value inventory purchase accounting adjustments recorded in connection with an acquisition. As compared to the adjusted gross margin of 48% for the six month period ended June 30, 2000, gross margin on product sales increased four percentage points to 52% for the six months ended June 30, 2001 primarily as a result of increased capacity utilization in the second quarter of 2001.

Other revenue, which increased $0.5 million to $2.9 million for the six months ended June 30, 2001, consisted of $2.0 million of research and development funding from strategic partners and government grants, $0.6 million of royalty income, and $0.3 million of license and distribution revenues.



Research and development expenses were as follows:


Six Months Ended June 30,
2001 2000
-------- --------
(in thousands)
Integra NeuroSciences............. $ 1,400 $ 1,238
Integra LifeSciences.............. 2,510 2,656
------- -------
Total.......................... $ 3,910 $ 3,894
======= =======

The $0.2 million increase in Integra NeuroSciences` research and development expenses to $1.4 million for the six months ended June 30, 2001 was primarily related to development activities for the NeuraGen(TM) Nerve Guide, which received FDA approval in June 2001.
Selling and marketing expenses were as follows:


Six Months Ended June 30,
2001 2000
-------- --------
(in thousands)
Integra NeuroSciences............. $ 9,022 $ 5,482
Integra LifeSciences.............. 998 1,371
------- -------
Total.......................... $10,020 $ 6,853
======= =======

Integra NeuroSciences selling and marketing expenses increased $3.5 million to $9.0 million for the six months ended June 30, 2001 primarily because of the increase in the size of the direct sales force in the United States.
The $0.4 million decrease in Integra LifeSciences` sales and marketing expenses to $1.0 million for the six months ended June 30, 2001 reflects the transition of selling and marketing activities to strategic marketing partners and lower distributor selling costs.

General and administrative expenses were as follows:


Six Months Ended June 30,
2001 2000
-------- --------
(in thousands)
Integra NeuroSciences............. $ 1,837 $ 2,092
Integra LifeSciences.............. 846 674
Corporate......................... 3,840 4,865
------- -------
Total.......................... $ 6,523 $ 7,631
======= =======

The $0.3 million decrease in Integra NeuroSciences` general and administrative expenses was primarily related to headcount reductions in 2001 and consulting costs incurred in 2000 related to the CNS acquisition.
The $0.2 million increase in Integra LifeSciences` general and administrative expenses was primarily related to increased headcount.

The $1.0 million decrease in corporate general and administrative expenses was primarily the result of decreased legal fees.




Other income (expense), net includes the following:


Six Months Ended June 30,
2001 2000
-------- --------
(in thousands)
Other than temporary decline in
available for sale securities.... $ (95) $ --
Gain on sale of available for sale
securities....................... -- 176
Other, net.......................... (118) (44)
------- -------
Total............................ $ (213) $ 132
======= =======

The provision for income taxes increased $0.5 million for the six month period ended June 30, 2001 to $0.7 million, which brings the effective tax rate for the year-to-date period to approximately 12.5%.
Net income for the six months ended June 30, 2001 was $4.8 million, or $0.18 per diluted share, as compared to a net loss of $1.4 million, or $0.36 per share, for the six months ended June 30, 2000. The net loss per share for the six months ended June 30, 2000 includes a $4.2 million beneficial conversion feature associated with the issuance of convertible preferred stock and common stock warrants in March 2000, which is treated as a non-cash dividend in computing per share earnings. The beneficial conversion feature is based upon the excess of the price of the underlying common stock as compared to the fixed conversion price of the convertible preferred stock, after taking into account the value assigned to the warrants. Included in the $1.4 million net loss for the six months ended June 30, 2000 was a $0.5 million cumulative effect of an accounting change, $0.4 million of fair value inventory purchase accounting adjustments, and a $1.1 million gain on the sale of product lines. Excluding these items and the $4.2 million beneficial conversion feature associated with the convertible preferred stock, the Company would have reported a $0.09 net loss per share for the six months ended June 30, 2000.



INTERNATIONAL PRODUCT SALES AND OPERATIONS


For the six months ended June 30, 2001, sales to customers outside the United States totaled $8.9 million, or 21% of consolidated product sales, of which approximately 53% were to Europe. Of this amount, $3.0 million of these sales were generated in foreign currencies from our foreign-based subsidiaries in England, Germany and France. Our international sales and operations are subject to the risk of foreign currency fluctuations, both in terms of exchange risk related to transactions conducted in foreign currencies and the price of our products in those markets for which sales are denominated in the U.S. dollar.

For the six months ended June 30, 2000, sales to customers outside the United States totaled $6.2 million, or 21% of consolidated product sales, of which approximately 47% were to Europe. Of this amount, $1.1 million of these sales were generated in foreign currencies from our foreign-based subsidiary in England.

We seek to increase our presence in international markets, particularly in Europe, through acquisitions of businesses with an existing international sales and marketing infrastructure or the capacity to develop such an infrastructure. The Company acquired operations in Germany and France with the acquisitions of GMS and Satelec Medical in April 2001.



LIQUIDITY AND CAPITAL RESOURCES


To date, the Company has experienced significant cumulative operating losses. Historically, we have funded our operations primarily through private and public offerings of equity securities, product revenues, research and collaboration funding, borrowings under a revolving credit line and cash acquired in connection with business acquisitions and dispositions. Recently, however, the Company has substantially reduced its cash burn rate and, for the six months ended June 30, 2001, generated positive operating cash flows of $3.0 million. Included in operating cash flows was a $5.4 million use of cash due to inventory growth, $1.5 million use of cash due to accounts receivable growth, and a $1.5 million source of cash from advanced payments and customer deposits from our strategic alliance partners.



At June 30, 2001, the Company had cash, cash equivalents and short-term investments of approximately $11.7 million and $9.7 million in short and long-term debt.

The Company`s principal uses of funds during the six months ended June 30, 2001 were $5.9 million for business acquisitions, $4.7 million of debt repayments and $1.2 million in purchases of property and equipment. Principal sources of funds were $3.0 million of positive operating cash flow, $0.7 million of proceeds from short-term borrowings, and $4.5 million from the issuance of common stock.

The Company maintains a term loan and revolving credit facility from Fleet Capital Corporation (collectively, the "Fleet Credit Facility"), which is collateralized by all of the assets and ownership interests of various of our subsidiaries including Integra NeuroCare LLC, and NeuroCare Holding Corporation (the parent company of Integra NeuroCare LLC) has guaranteed Integra NeuroCare LLC`s obligations. Integra NeuroCare LLC is subject to various financial and non-financial covenants under the Fleet Credit Facility, including significant restrictions on its ability to transfer funds to the Company or its other subsidiaries and restrictions on its ability to borrow more money. The financial covenants specify minimum levels of interest and fixed charge coverage and net worth, and also specify maximum levels of capital expenditures and total indebtedness to operating cash flow, among others. While the Company anticipates that Integra NeuroCare LLC will be able to satisfy the requirements of these financial covenants, there can be no assurance that Integra NeuroCare LLC will generate sufficient earnings before interest, taxes, depreciation and amortization to meet the requirements of such covenants. The term loan is subject to mandatory prepayment amounts if certain levels of cash flow are achieved. In April 2001, Integra NeuroCare LLC prepaid approximately $2.1 million in principal as a result of such provisions in addition to the scheduled quarterly principal payment.

On August 13, 2001, the Company issued 4,747,500 shares of common stock in a public offering at $25.50 per share for net proceeds of approximately $113.8 million after deducting expenses related to the offering. The Company plans to use the proceeds from the offering for general corporate purposes, which could include, among other things, acquisition of product lines or companies, repayment of indebtedness, the expansion of sales and marketing, the development of new technologies and increases in working capital. The Company expects to use some of the proceeds to reduce or eliminate borrowings under the Fleet Credit Facility.

In the short-term, the Company believes that it has sufficient resources to fund its operations. In the absence of a material acquisition or a material adverse change in our business, we believe we have the ability to fund our operations from our existing capital resources and cash generated from the business through the end of 2002. However, in the longer-term, there can be no assurance that the Company will be able to generate sufficient revenues to sustain positive operating cash flows or profitability or to find acceptable alternatives to finance future acquisitions.




OTHER MATTERS


At December 31, 2000, the Company had provided a $44.8 million valuation allowance against its consolidated deferred tax asset due to the uncertainty of its realization. Because the Company has generated taxable income during recent quarters, management is continuing to reassess the potential realizability of this asset through the generation of future taxable income. The recognition of the deferred tax asset could affect the Company`s income tax provision in the near term.

New Accounting Pronouncements

In July 2001, the Financial Accounting Standards Board issued Statements of Financial Accounting Standards No. 141, BUSINESS COMBINATIONS (Statement 141), and No. 142, GOODWILL AND OTHER INTANGIBLE ASSETS (Statement 142). These Statements change the accounting for business combinations, goodwill, and intangible assets. Statement 141 eliminates the pooling-of-interests method of accounting for business combinations except for qualifying business combinations that were initiated prior to July 1, 2001. Statement 141 further clarifies the criteria to recognize intangible assets separately from goodwill. The requirements of Statement 141 are effective for any business combination that is completed after June 30, 2001.

Under Statement 142, goodwill and indefinite lived intangible assets are no longer amortized but are reviewed annually (or more frequently if impairment indicators arise) for impairment. Separable intangible assets that are not deemed to have an indefinite life will continue to be amortized over their useful lives. Goodwill and intangible assets acquired prior to July 1, 2001 will continue to be amortized through December 31, 2001 for all calendar year companies. After December 31, 2001, such goodwill and indefinite lived intangible assets will cease being amortized. Management is reviewing the impact of these two statements on the Company`s consolidated financial statements.

In December 1999 (as amended in March 2000 and June 2000) the staff of the Securities and Exchange Commission (SEC) issued Staff Accounting Bulletin 101, Revenue Recognition (the "SAB"). As the result of the adoption of the SAB, the Company recorded a $470,000 cumulative effect of an accounting change to defer a portion of a nonrefundable, up-front fee received and recorded in other revenue in 1998. The cumulative effect of this accounting change was measured and recorded as of January 1, 2000.

In June 1998, the Financial Accounting Standards Board issued Statement No. 133, "Accounting for Derivative Instruments and Hedging Activities." Statement No. 133, as amended by Statement No. 138 "Accounting for Certain Derivative Instruments and Certain Hedging Activities," requires companies to recognize all derivatives as either assets or liabilities in the balance sheet and measure such instruments at fair value. The Company`s adoption of Statement No. 133 as of January 1, 2001 did not have a material impact on the Company`s results of operations or financial position.



FORWARD-LOOKING STATEMENTS


We have made statements in this report, including statements under "Management`s Discussion and Analysis of Financial Condition and Results of Operations" which constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements are subject to a number of risks, uncertainties and assumptions about the Company, including those described under "Risk Factors" in the Company`s Annual Report on Form 10-K/A for the year ended December 31, 2000 filed with the Securities and Exchange Commission. In light of these risks and uncertainties, the forward-looking events and circumstances discussed in this report may not occur and actual results could differ materially from those anticipated or implied in the forward-looking statements.

You can identify these forward-looking statements by forward-looking words such as "believe," "may," "could," "will," "estimate," "continue," "anticipate," "intend," "seek," "plan," "expect," "should," "would" and similar expressions in this report.

[Kurspotenzial]

Hallo Leute,

gerade entdeckt. Integra lädt ein zum Investoren-Forum. Ist zwar erst am 2. Oktober, der Termin sollte aber bei allen Aktionären dick im Kalender vorgemerkt werden, da das Managament neben einem Update des Geschäftsausblicks für 2001 auch neue Planzahlen für 2002 und 2003 veröffentlichen will. In diesem Zusammenhang sollen nähere Infos zu möglichen neuen Produkten und der aktualisierten Pipeline gegeben werden.

Grüße Kurspotenzial

Wednesday August 15, 1:42 pm Eastern Time
Press Release

SOURCE: Integra LifeSciences Holdings Corporation
Integra LifeSciences Announces Investor Forum at the Congress of Neurological Surgeons Meeting on October 2, 2001
PLAINSBORO, N.J.--(BUSINESS WIRE)--Aug. 15, 2001--Integra LifeSciences Holdings Corporation (NASDAQ: IART - news) announced today that it has scheduled an Investor Forum at the Congress of Neurological Surgeons meeting on Tuesday, October 2, 2001 at 7:30 AM Pacific Time at the Radisson Hotel Harbor View in San Diego, California.

The meeting will be hosted by Stuart Essig and will include an update to the Company`s financial guidance for the remainder of 2001 and for the years 2002 and 2003. The Investor Forum will feature presentations by the Company`s senior research, sales and marketing personnel concerning new product launches and the product pipeline. A question and answer session will follow.

The Investor Forum is open to the general public and can be accessed live via telephone by dialing 973-633-6740. Investors who wish to attend the Investor Forum in person should send an email to the attention of John Bostjancic ([e-mail]) requesting a reservation to attend in person.

Listeners participating via telephone will not be able to ask questions during the question and answer session. A replay of the broadcast will be available through October 16, 2001 by dialing 973-341-3080 (pin code 2772416).

Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of cranial and spinal disorders, soft tissue repair and orthopedics.

Integra is a leader in applying the principles of biotechnology to medical devices that improve patients` quality of life. The Company has its corporate headquarters in Plainsboro, New Jersey and has approximately 575 permanent employees.

[esaposse]

hallo kurspotential,
die web-site ist ganz brauchbar.
hoffentlich wird integra nicht im allgemeinen negativen sog mit nach unten gezogen.
die empfehlung habe ich bei onvista gefunden.(Aktiencheck)
gestern sa es ja nicht schlecht aus.
geschlossen über 28 usd.
auf gute kurse

esaposse

[Superreich]

Also ich kaufe erst wieder frühestens bei 22 bis 24.

Der Anstieg wurde in den letzten Tagen vor der Konsolidierung von sehr dünnen Umsätzen getragen
KGV von 50 und sie notiert doppelt so hoch über der 200-Tagelinie.
Die Aktie ist schon klasse langfristig, doch kurzfristig ist konsolidierung bis ca. 22 Euro angesagt.

Gruß ann alle

SR

[Kurspotenzial]

HAllo Leute, ich sage nur neues ATH !!!!
Wir waren gerade in der Spitze bei 30,09$, aktuell 29,50$.

Die Aktie ist ein Traum, alles geht in die Binsen und IART steigt erneut. So jetzt gehts zum Speisen, heute kanns mal ein etwas feineres Resto sein, ich denke nicht, daß der Kurs noch mal die 22$ sehen wird

Viele Grüße und allen ein schönes Wochenende

Kurspotenzial

[Kurspotenzial]

Es ist vollbracht. IART schließt erstmals über 30$!!! Die Aktie kennt kein Halten mehr, die relative Stärke ist beeindruckend. Schaut mal auf den ersten Beitrag in diesem Thread. Er stammt vom 27.01.01, ist also fast genau 7 Monate alt. Damals war IART bei 15$, macht per Saldo eine Verdoppelung in der kurzen Zeit. Ich hoffe, daß einige auch an diesem Erfolg haben teilhaben können. Ich handele jetzt nach der Devise Gewinne laufen lassen und ziehe meinen SL nur langsam auf 26$ nach (ca. 15% unter aktuellem Kurs). Auf jeden Fall würde ich die Aktie jetzt nicht verkaufen, zunächst hält dann das Finanzamt die Hand auf und zweitens könnten wir bei Integra ertst am Beginn einer langfristigen Superstory stehen. Die Aktie hat das Zeug dazu, in noch ganz andere Dimensionen vorzustoßen.
Beachtet bitte auch meine zweite Empfehlung aus diesem Thread HBIO. Letzte Woche habe ich die Aktie noch bei genau 10,0$ erwähnt, heutiger Schl´ßkurs 11,31$, Kursziel 17-18$ auf Sicht von 12 Monaten
Viele Grüße
kurspotenzial

[thetruenik]

die aktie geht wirklich ab, ich bin gluecklich,dass ich sie noch habe!!
kurze frage mal.
Wo liegt der Unterschied zwischen Handelvolumen und gehandeltete Stück?
danke!

[GeorgeStark]

@thetruenik

Das Handelsvolumen sind die gehandelten Stücke multipliziert mit den jeweiligen Kursen.

Bsp.: gehandelte St. 1000 zu EUR 30,00
Handelsvolumen = 30.000 EUR

GeorgeStark

[thetruenik]

danke!!

[thetruenik]

HAbt ihr sie alle verkauft???? Immernoch Gewinnmitnahmen??

[Kurspotenzial]

Bis Kursen um 25$ würde ich es noch als Gewinnmitnahmen bezeichnen. Der Kurs benötigt nunmal eine Abkühlung. Ein so steiler Aufwärtstrend kann schließlich nicht beliebig fortgeschrieben werden. Am besten setzt ihr einen SL bei 25$. Es spricht doch auch nichts dagegen, einmal Gewinne zu realisieren und auf einen Pull Back zu spekulieren. Vielleicht ist es derzeit sogar die bessere Strategie einmal rauszugehen und auf attraktivere Kurse für den Wiedereinstieg zu warten. Daß Integra ein fundamental top soldides Unternehmen ist, steht für mich außer Frage, aber angesichts der notwendigen Konsolidierung sollte man auf der Hut sein.
HAt sich mal einer meinen Tip HBIO angesehen. Nach der Vorstellung bei 10$ steht der Kurs heute bei 14,20$, da braut sich vielleicht ein ähnlicher Aufwärtstrend wie bei Integra ab

Viele Grüße und weiter viel Erfolg

Kurspotenzial

[woodawork]

@Kurspotential
Herzlichen Glückwunsch für dieses Investment!
Ich hasse diese Aktie, weil meine Kauforder Anfang Juli zu tief lag. Wenn sie weiter zurückkommt schlage ich erbarmungslos zu.
Hoffentlich kommt sie noch stärker zurück.

WOODAWORK INVESTOR

[Kurspotenzial]

HAllo Leute,

heute zeigt sich mal wieder, daß Investoren doch zwischen guten und überbewerteten Aktien aus demselben Sektor differenzieren können. Während der Biotech-Sektor um gut 6% nachgibt und Bubble-Stocks wie MLNM ca. 10%, HGSI ca. 9% oder PDLI rund 8% abgeben, steigt IART gegen den Trend um rund 2,8% auf 28,2$. Auf meiner Watchlist gerade der stabilste Wert im Biotech-Segment. Hoffe, daß noch einige von Euch diese Perle tief im Depot liegen haben

Gruß Kurspotenzial

[thetruenik]

Ja, ich habe sie noch, es hat sich wirklich mal wieder gezeigt, dass die Aktie gut ist. Der Markt geht runter, und sie bleibt stabil, und das nach diesen Atacken in den USA. Mein Respekt!

[Kurspotenzial]

Dieser Wert war, ist und bleibt einfach das beste vom besten im gesamten Biotech-Sektor. Kein Bubble-Stock wie MLNM, VRTX etc. sondern einfach nur solide und ein absoluter Topperformer. Jetzt schon wieder bei knapp 30$ und damit nur noch 2$ unter ATH. Performance in den letzten 52 Wochen +152,7%. Ich liebe diesen Wert

Gruß Kurspotenzial

[Clouse]

Hi Kurspotential,
bin schon seit Februar dabei; obwohl alles zusammenbricht -IART steht. Fiel nicht deutlich unter die $ 26. Wie sieht der Kurs erst aus, wenn´s allgemein wieder aufwärts geht?

[Kelbi]

Ich will der allgemeinen Intergra Euphorie ja keinen Abruch tun, aber wenn sich hier im Board mal jemand der sich mit technischer Analyse gut auskennt mal zum Kursverlauf äußern würde, wäre nicht schlecht.

Die Divergenzen zu neuen Hochs und ständig dazu fallendem RSI......

Vieleicht kann ein Profi malm seine Meinung äußern.

Gruß

Kelbi

[Clouse]

Hallo Leute,
Im Analysten-Rating auf Comdirect erhöhte sich das Rating Kaufen/Halten/Verkaufen von 5/1/0 auf 7/1/0.
Ich hab in meinem Kalender am 02.10. den Eintrag "Investor-Forum". Weiß jemand, was dort abging(mit Quelle)?
Der Kurs erholte sich heute wieder nachdem er doch deutlich die $26 unterschritten hatte.
Gruß an alle IART-Optimisten
Clouse

[Kurspotenzial]

Es gibt derzeit folgende Neuigkeiten zu IART:

Monday October 1, 9:59 am Eastern Time
Press Release
SOURCE: Integra LifeSciences Holdings Corporation
Integra NeuroSciences Announces New Product Launches at the Congress of Neurological Surgeons Meeting
PLAINSBORO, N.J.--(BUSINESS WIRE)--Oct. 1, 2001--Integra NeuroSciences, the neurosurgical device division of Integra LifeSciences Holdings Corporation (Nasdaq:IART - news), today announced that it is launching a variety of new products at the Congress of Neurological Surgeons meeting in San Diego, California this week.

The following product lines will be highlighted at the meeting:

The NeuraGen(TM) Nerve Guide, an absorbable collagen implant for the repair of severed peripheral nerves in the extremities, received FDA 510(k) clearance in June. The NeuraGen(TM) product is designed to provide a protective environment for peripheral nerve repair after injury and to provide a conduit through which regenerating axons can bridge the injury. The Integra NeuroSciences sales force will complete its sales training on this product in October. Integra will also introduce the product at the meeting for the American Society for Surgery of the Hand in Baltimore, Maryland later this week. The Company estimates that the annual worldwide market potential for the repair of peripheral nerve injuries approximates $40 million.
Integra NeuroSciences line of cranial access kits, ventricular catheters and external ventricular drainage (EVD) systems will now be marketed as Integra Systems of CSF Drainage and Cranial Access, which represents the consolidation of Integra`s former Heyer-Schulte®, Clinical NeuroSystems(TM) and Camino® family of drainage and cranial access products. These products will continue to be marketed under the Hermetic® and MoniTorr ICP(TM) External CSF Drainage Systems brand names as part of the new Integra family of neuro-trauma products. The Hermetic Plus(TM) system, our newest, most advanced panel mount EVD system, is the latest addition to Integra`s comprehensive product portfolio. This new drainage system, along with our cranial access kits, have been improved to incorporate ``needle-less`` ports and safety syringes in advance of federal regulations requiring these enhancements.
The Ventrix® True Tech Catheter, the only advanced fiber optic intracranial pressure monitoring and drainage catheter designed to tunnel away from the brain, received FDA 510(k) clearance earlier this year and has been introduced into nine new domestic accounts since its targeted launch in April. The True Tech catheter is being launched nationally at the Congress of Neurological Surgeons meeting this week and the Company is seeking CE Mark Certification for the launch of the product into Europe. It is estimated that there are 400,000 cases of head trauma in the United States each year, of which the portion that requires monitoring and intervention represents products sales today in excess of $40 million. Approximately 50% of this market is currently served by advanced ICP monitoring systems, such as those using fiber optics, with the remaining 50% served by fluid-filled systems that tunnel away from the brain. The Ventrix® True Tech Catheter now provides the neurosurgeon with an advanced ICP monitoring system that allows for the proven clinical method of tunneling away from the brain similar to fluid-filled systems.
The LICOX® Brain Tissue Oxygen Monitoring System, which was launched in April 2001, provides continuous quantitative regional monitoring of dissolved oxygen and temperature in cerebral tissues. These measurements are valuable diagnostic and prognostic indicators with important clinical and research applications. Since its launch of the LICOX® product, the Company has taken a leadership role in working with institutions to develop standards of care for patient interventions using the LICOX® product technology as a new modality for monitoring critically ill patients. The Company`s estimate of the market for the LICOX® product technology in the United States is approximately $10 to $20 million for the initial purchase of monitors and $10 to $15 million annually for the disposable catheters.
``Integra NeuroSciences has become a leader in the neurosurgical market through its ability to bring innovative, new products such as these to market,`` remarked Stuart Essig, Integra`s President and Chief Executive Officer. ``These new product offerings will increase Integra`s reputation as a one-stop shop for the neurosurgeon and neuro nurse. We will continue to develop and launch new products and seek distribution rights to additional products that can be leveraged through our growing domestic and international sales organization, which now totals over 65 direct salespeople and clinical educators in the United States and Europe.``

Integra NeuroSciences designs, manufactures and sells implants, devices and monitors used in neurosurgery, neurotrauma, and related critical care. Integra NeuroSciences also sells its products in approximately 80 countries worldwide through a network of international distributors.

Integra LifeSciences Holdings Corporation, headquartered in Plainsboro, New Jersey, has approximately 585 permanent employees. Please visit the Company`s website at www.Integra-LS.com.

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements relating to the market launch of new products for use in new, approved therapeutic applications and the potential market size for these products, and the Company`s efforts to develop and obtain distribution rights to new products. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from predicted or expected results. Among other things, the willingness of physicians to adopt new products may affect the launch of and potential market size for these products, and the Company`s research and business development efforts may affect its ability to develop or obtain distribution rights to new products in the future. In addition, the economic, competitive, governmental, technological and other factors identified under the heading ``Risk Factors`` included in the Business section of Integra`s Annual Report on Form 10-K/A for the year ended December 31, 2000 and information contained in subsequent filings with the Securities and Exchange Commission could affect actual results.

www.integra-Ls.com


Nicht verschweigen wollen wir ein downgrade für Integra von der mir unbekannten Brokerfirma Niclaus Stifel von buy auf accumulate.
Am 7. November wird es einen Conference Call mit den Zahlen für das dritte Quartal und einem Ausblick auf die erneuerten Planzahlen für 2002 und 2003 geben, worauf ich persönlich sehr gespannt bin.
Laut Yahoo.finance sieht die Empfehlungslage für IART derzeit wie folgt aus:

Strong buy :4
buy: 2
hold: 2

Geschätzter Gewinn/Aktie in 2002: 53 cents

Grüße an alle Investierten

Kurspotenzial

[Kurspotenzial]

Hallo IART-Fans,

hier das neueste, was ich im Internet finden konnte

Gruß Kurspotenzial

INVESTOOLS

Integra Lifesciences kaufen Datum: 04.10.2001


Don Rowe von INVESTools empfiehlt in der Oktoberausgabe seines "The Wall Street Digest", Aktien von Integra Lifesciences zu kaufen. (WKN 897013) Rowe empfiehlt, in diesen Wochen das Scheckbuch zur Hand zu haben, da die meisten Kaufgelegenheiten dann entstünden, wenn die Märkte so "überverkauft" seien wie zur Zeit. So habe der Rüstungsindex gerade zum dritten Mal ein noch nie dagewesenes 10-Tage Signal von 1,5 gezeigt, was zeige, dass der Verkaufdruck nahe daran sei, sich zu erschöpfen. Ein weiterer Hinweis in diese Richtung sei der CBOE Volatilitätsindex bei Optionen, der eine ähnliche Kaufgelegenheit anzeige wie in den Jahren 1987, 1989, 1997 und 1998. Rowe empfehle fünf weniger bekannte Aktien, die man kaufen solle, sobald sich der Markt zu stabilisieren beginne. Sie alle hätten stark steigende Umsätze und Erträge. In naher Zukunft werde es wichtig sein, viel wählerischer bei der Auswahl von Aktien zu sein, als das in den letzten Jahren der Fall gewesen sei, deshalb solle man auch nicht auf jene Analysten an der Wall Street hören, die blosse Cheerleader bekannter Papiere seien. Eine der Aktien, die Rowe empfehle, sei Integra Lifesciences. Das Unternehmen entwickle kosteneffektive medizinische Geräte, Implantate und Biomaterialien, die dazu bestimmt seien, die Lebensqualität von Patienten zu verbessern. In den letzten vier Quartalen sein die Umsätze um 600%, 122%, 200% und 162% gestiegen, die Erträge um 34%, 50%, 56% und 62%. Im laufenden Jahr erwarte das Management einen Gewinn/Aktie von 0,32 US-Dollar, was einer Steigerung gegenüber letztem Jahr um 538% entspreche. Aus diesem Grund empfiehlt Don Rowe, Aktien von Integra Lifesciences zu kaufen.




Quelle: AKTIENCHECK.DE AG

[EnBay]

Hallo an alle Investieren,

ich selber habe neulich einige Stücke dieser Biotechaktie ins Depot gelegt. Grund war 1. diese Aktie ist kein Marketperformer sondern eher ein Overdrive im Vergleich zur Branche und zum Index. 300% Differenz im Vergleich zum Nemax AllShare und das auf Sicht von 6 Monaten besagt schon alles. 2. Das Unternehmen ist in einer zukunftsträchtigen Branche und wird auf seinem Gebiet (mit Sicherheit) als nichteinnehmbare Bastion hervorgehen.

Aber der momentane Kauf birgt meiner Ansicht nach Risiken wir auch Chancen da seit knapp 3 Monaten der Kurs eine Ostwärtsbewegung nimmt. Sogar ein kleiner Abwärtskanal ist ersichtlich. Die Umsätze sind in den letzten 4 Wochen stark zurück gegangen was denke ich darauf hinweisst das die Leute, die vor länger als einem halben Jahr rein sind so langsam aus dem Boot springen und allmählich die Papiere in starke Hände kommt. Es bleibt zu beobachten ob die markante Größe von 30 Euro nachhaltig in der nächsten Zeit durchbrochen wird oder nicht. Falls ja so sehe ich den Weg bis auf über 40 in diesem Jahr falls nein habe ich vorsorglich ein Stopp Loss bei 25.

So far so good
Keep invested

[Kurspotenzial]

Hallo,

heute wieder Super-Nachrichten für IART. Der Prozeß gegen die deutsche Merck KgaA wegen Patentstreitigkeiten wurde zugunsten von Integra entschieden. Damit zahlt Merck die anhängigen Gerichtskosten von rund 16 Mio. $. Dies dürfte sich positiv auf die Gewinnlage auswirken. Der Kurs dankt es heute schon und zieht kräftig an gegen die allg. Marktschwäche. Bald werden wir wieder ein neues ATH sehen.
Die Aktie ist der Fels in der Brandung

Kurspotenzial

Related Quote
IART 28.95 +1.71
delayed 20 mins - disclaimer
Quote Data provided by Reuters


Wednesday October 17, 8:11 am Eastern Time
Press Release
SOURCE: Integra LifeSciences Holdings Corporation
Federal Judge Enters Final Post-Judgment Orders In Favor Of Integra Lifesciences -- Merck KGaA Held To Infringe Patents
PLAINSBORO, N.J.--(BUSINESS WIRE)--Oct. 17, 2001--Integra LifeSciences Holdings Corporation (NASDAQ:IART - news) announced today that the United States District Court for the Southern District of California entered orders in favor of the plaintiffs and against Merck KGaA on the final post-judgment motions in the case of Integra LifeSciences I Ltd. and The Burnham Institute v. Merck KGaA.

The Court denied Merck KGaA`s motions for judgment as a matter of law and for a new trial, in each case regarding infringement, invalidity, and damages.

The Court`s orders signal the beginning of the appellate process for the $16,350,000 judgment (including pre-judgment interest) entered September 29, 2000, in favor of plaintiffs and against Merck KGaA. Post-judgment interest continues to accrue at the rate of approximately $20,000 per week. Integra has not recorded any gain in connection with this favorable judgment.

The lawsuit, which was filed in 1996, alleged that Merck KGaA and a non-profit research institution under contract from Merck KGaA had infringed various United States patents held by The Burnham Institute of San Diego that have been licensed to Integra.

Those patents include No. 4,792,525, No. 4,879,237, No. 5,695,997, and No. 4,789,734, each in various ways relating to technology involving peptides containing an arginine-glycine-aspartic acid (RGD) sequence or related cell surface receptors.

Compounds containing the RGD sequence promote or inhibit cell adhesion by binding receptors called integrins found on the surface of almost every cell in the body.

Merck KGaA entered Phase I/II clinical testing with its RGD compound (designated EMD 121974) for the treatment of cancer in November of 1999. The goal of this trial is to starve the cancer by inhibiting angiogenesis, which is the growth of new blood vessels into the tumor. It is hoped that this approach will be applicable to many types of cancers.

The damages reflect the amount that the jury determined that Merck KGaA would have been willing to pay in a hypothetical negotiation in 1995 to avoid the impediments of the plaintiffs` patents. In effect, the damages awarded under the judgment compensate the plaintiffs for milestone and other payments that the plaintiffs would have received from Merck KGaA had Merck KGaA taken a license from the plaintiffs.

The damages do not purport to include royalties based upon future sales of Merck KGaA`s compound. The Court therefore left open the possibility that Integra could recover additional payments in the event that Merck KGaA`s RGD compound receives FDA approval and begins sales in the United States.

The Court also left open the possibility that Merck KGaA could be enjoined from any future sales in the event it successfully obtains FDA approval.

In addition to the patents that were the subject of the litigation, Integra has licensed additional RGD-related patent protection from The Burnham Institute since the close of the pleadings in the Merck litigation.

Those patents include U.S. Patent Nos. 6,020,460; 5,985,827; 5,981,468; 5,906,975; 5,880,092; 5,994,501; 5,827,821 and 5,916,875 and European Patent No. EP 0 394 326 B1, each in various ways relating to technology involving compounds containing an RGD sequence.

All of these patents (including the patents that are the subject of the litigation) derive from the pioneering work of Erkki Ruoslahti, M.D., Ph.D., President and CEO of The Burnham Institute (formerly the La Jolla Cancer Research Foundation), and Michael D. Pierschbacher, Ph.D., Senior Vice President and Director of Integra`s Corporate Research Center in San Diego.

``We are obviously pleased that the Court has ruled in our favor on all six post-judgment motions and confirmed last year`s judgment,`` said John B. Henneman, III, Integra`s Chief Administrative Officer. ``The patents in the case, plus the more recent patents that were not included in the case, are of central importance to most, if not all, uses of the RGD sequence. In addition to their application for controlling angiogenesis, we believe that these patents describe compounds that include non-naturally occurring small peptides with other clinical applications, including the inhibition of the platelet aggregation that can cause thrombosis.``

Pharmaceutical companies or research organizations interested in discussing a license to the Burnham/Integra patents should contact Mr. Henneman.

Integra expects that Merck KGaA will appeal various decisions of the Court. Integra may appeal the denial of exemplary damages, in light of the jury`s determination that Merck KGaA`s infringement was willful.

The plaintiffs were represented in the case by Campbell & Flores LLP of San Diego.

Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of cranial and spinal disorders, soft tissue repair and orthopedics. Integra is a leader in applying the principles of biotechnology to medical devices that improve patients` quality of life.

The Company has its corporate headquarters in Plainsboro, New Jersey and has approximately 585 permanent employees.

Statements made in this press release may be forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from predicted results. Forward-looking factors that may be discussed include, but are not limited to, the results of litigation and related appeals and the value of intellectual property. In addition, the economic, competitive, governmental, technological and other factors identified under the heading ``Risk Factors`` included in the Business section of Integra`s Annual Report on Form 10-K/A for the year ended December 31, 2000 and information contained in subsequent filings with the Securities and Exchange Commission could affect actual results.

[thetruenik]

Gibt es mal wieder News von IART??

[thetruenik]

na, der kurs der letzten woche war doch richtig cool, ob wir heute noch die 30$ marke sehen?

[Kurspotenzial]

Hallo,

ja es gibt Neuigkeiten zu Integra, am 7. November findet der Conference Call fürs 3. Quartal statt. Gleichzeitig wird das Management ein update zu den zukünftigen Gewinnaussichten geben. Man darf also gespannt sein, ob die Aktie bereits vorher ein neues ATH bei rund 33$ erreichen kann. Der Kurs hält sich seit wirklich toll, heute schon zeitweise bei über 31$.
Weiterhin allen viel Erfolg mit diesem Juwel

Gruß KurspotenzialIntegra LifeSciences Schedules Conference Call for Wednesday, November 7 to Discuss Third Quarter 2001 Financial Results and Provide Forward-Looking Earnings Guidance
PLAINSBORO, N.J.--(BUSINESS WIRE)--Oct. 31, 2001--Integra LifeSciences Holdings Corporation (NASDAQ:IART - news) announced that it has scheduled a conference call for 9:00 AM EST on Wednesday, November 7, 2001 to discuss financial results for the third quarter ended September 30, 2001 and to provide forward-looking earnings guidance.

Financial results for the third quarter of 2001 will be announced via a news release issued before the market opens on November 7.

The upcoming conference call, which will be hosted by Stuart Essig, President and Chief Executive Officer of Integra, is open to all listeners and will be followed by a question and answer session. Additional forward-looking information may be discussed in the question and answer session following the call.

Access to the live call is available by dialing 973/628-9554 or through a listen-only webcast via a link provided on the home page of Integra`s website at http://www.integra-LS.com. A replay of the conference call will be accessible starting one hour following the live event.

Access to the replay is available through November 20, 2001 by dialing 973/341-3080 (pin code 2854902) or through the webcast accessible on our home page.

Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of cranial and spinal disorders, soft tissue repair and orthopedics. Integra is a leader in applying the principles of biotechnology to medical devices that improve patients` quality of life.

The Company has its corporate headquarters in Plainsboro, New Jersey, with manufacturing and research facilities located throughout the world. The Company has approximately 585 permanent employees.

Statements made in the upcoming conference call may be forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from predicted results.

Forward-looking factors that may be discussed include, but are not limited to, expected financial results, new product development, governmental approvals, market potential, expected sales and potential therapeutic applications of new products, new sources of potential financing and additional acquisitions.

In addition, the economic, competitive, governmental, technological and other factors identified under the heading ``Risk Factors`` included in the Business section of Integra`s Annual Report on Form 10-K/A for the year ended December 31, 2000 and information contained in subsequent filings with the Securities and Exchange Commission could affect actual results.

[zenz69]

PLAINSBORO, N.J., Nov 7, 2001 (BUSINESS WIRE) --
Operating Earnings Before Interest, Taxes, Depreciation and Amortization Totaled

$5.4 Million
Led by strong growth in product sales, Integra LifeSciences Holdings Corporation

(Nasdaq: IART) today reported record revenues and net income for the third
quarter of 2001.
Pro forma fully-taxed earnings for the quarter were $2.8 million, or $0.09 per
share, and included a $256,000 pre-tax extraordinary loss from the early
retirement of debt. These results compare to pro forma fully-taxed net income of

$1.2 million, or $0.04 per share, in the third quarter of 2000.
Total revenues increased $4.0 million, or 20%, over the third quarter of 2000 to

$23.8 million. Revenue growth was led by a $5.2 million increase in product
sales to $22.3 million, a 31% increase over the third quarter of 2000.
Included in this increase was $0.6 million in sales of product lines acquired in

the second quarter of 2001. Sales in the Integra NeuroSciences division
increased $4.1 million to $16.1 million, and included the $0.6 million in sales
of acquired product lines.
Contributing to the strong organic growth in the Integra NeuroSciences division
were sales of the DuraGen(R) Dural Graft Matrix, with domestic reorder rates
continuing to exceed 80%, and the Selector(R) Integra Ultrasonic Aspirator for
the ablation of cranial tumors.
Sales of Integra LifeSciences division products increased $1.1 million to $6.2
million primarily due to growth in the Company`s private label products.
Other revenues decreased by $1.3 million to $1.4 million in the third quarter of

2001. Other revenue in the third quarter of 2000 included $1.5 million of event
related payments from the achievement of specific contract goals and the
licensing of technology.
"Once again, top line growth was led by increased product sales in the United
States, as the expansion of our direct sales force earlier this year continued
to pay dividends," commented Stuart M. Essig, Integra`s President and Chief
Executive Officer. "With the acquisitions of GMSmbH in Germany and Satelec
Medical in France in April, we took our first steps in building a focused direct

sales and marketing infrastructure in Europe."
Sales growth in the Integra NeuroSciences division is expected to be driven by
the emphasis on European operations, the planned increase in the domestic sales
force, and from recently launched products.
Consolidated gross margins on product sales increased to 59% in the third
quarter of 2001 from 56% in the third quarter of 2000 as a result of an improved

sales mix of higher gross margin products and increased capacity utilization.
Consolidated operating expenses (excluding cost of product sales) increased $0.6

million from the third quarter of 2000 to $10.9 million in the third quarter of
2001.
This increase was the result of higher sales and marketing expenses attributable

to the expansion of the Integra NeuroSciences direct sales force, increased
research and development expenses for programs with strategic alliance partners,

and increased goodwill and intangible asset amortization from recent
acquisitions, offset by lower general and administrative expenses.
On a divisional operating basis, the Company reported the following results for
the third quarter of 2001:
In the Integra NeuroSciences division:
-- Sales of neuro intensive care unit products increased $0.8 million to $7.0
million, including $0.3 million in sales of acquired products.
-- Neuro operating room product sales increased $3.3 million to $9.1 million,
including $0.3 million in sales of acquired products.
-- Gross margin on product sales was 61%, as compared to 59% in the third
quarter of 2000.
-- Total other operating expenses increased $1.2 million to $6.5 million, with
the division reporting a $3.5 million operating profit. The increase in
operating expenses was primarily related to higher sales and marketing spending.

In the Integra LifeSciences division:
-- Sales of private label products increased $1.0 million to $4.0 million.
-- Sales of distributed products increased $0.1 million to $2.2 million.
-- Gross margin on product sales was 54%, as compared to 48% in the third
quarter of 2000.
-- Total other operating expenses decreased $0.1 million to $2.1 million, with
the division reporting a $2.4 million operating profit. The decrease in
operating expenses was primarily related to lower sales and marketing expenses,
offset by increased research and development expenses for programs with
strategic alliance partners.
Divisional operating results exclude corporate general and administrative
expenses and amortization of intangible assets and goodwill. For the quarter,
corporate general and administrative expenses decreased $0.6 million to $1.4
million, while intangible asset amortization increased $0.1 million as a result
of the GMS and Satelec Medical acquisitions in April 2001.
The Company reported operating earnings before interest, taxes, depreciation and

amortization (EBITDA) of $5.4 million, as compared to $3.4 million in the third
quarter of 2000.
In August, the Company raised approximately $113 million from a follow-on public

offering of 4.7 million shares of its common stock, of which $9.5 million was
subsequently used to repay all outstanding indebtedness. Accordingly, net
interest income for the quarter increased to $556,000. The Company`s cash and
investments totaled $122.3 million at September 30, 2001.
"The proceeds raised in our recent public offering of common stock provide us
with resources to continue our strategy for growth through internal and external

means," Mr. Essig said. "To complement a strong product pipeline which is
expected to drive internal growth, Integra is constantly seeking external
opportunities for growth through acquisitions or strategic alliances, especially

in the neurosurgery and other niche medical technology markets."
Pro forma fully-taxed earnings are calculated by applying an assumed effective
tax rate of 32% to actual pre-tax results in lieu of the Company`s actual
current effective tax rate of approximately 10% to 12%.
The Company is currently assessing the realizability of its approximately $70
million in net operating loss carryforwards which, if recognized, would result
in an effective rate approximating 32% going forward. This would not change the
Company`s actual cash tax rate, which is expected to remain in the 10% to 15%
range through the year 2003.
Actual GAAP net income for the third quarter of 2001 was $3.8 million, or $0.13
per share, which included a $0.01 per share effect from the extraordinary loss
on the early retirement of debt. For the third quarter of 2000, actual reported
net income was $1.7 million, or $0.07 per share.

[thetruenik]

Seit ihr mit dem Ergebnis zufrieden? Ich eigentlich schon, kann man sich doch nicht beklagen, oder?

[Kurspotenzial]

Hallo,

die Zahlen waren absolut im Rahmen der hoch gesteckten Erwartungen. Nach Fist Call waren die Konsensschätzungen bei 9 cents, was exakt erreicht wurde, der Umsatz lag im dritten Quartal mit 23,8 Mio.$ min. unter den Schätzungen von 24 Mio $. Bis heute gibt es leider noch keine Neueinschätzung amerikanischer Brokerhäuser. Wenn man sich den Chart betrachtet, dann befindet sich die Aktie nach ihrem beeindruckenden Anstieg seit April 2001 von ca. 12$ auf über 33$ seit nunmehr rund drei Monaten in einer Trading-Range zwischen 25-33$. Ich denke, daß diese Entwicklung absolut gesund für die Aktie ist. Die jetzige Konsolidierung sollte noch einige Zeit andauern. Ich rechne bis Jahresende nicht unbedingt mit einem neuen ATH, aber das Fundament für ein tolles Jahr 2002 ist gelegt und fundament absolut untermauert.
Bleibt einfach investiert und freut Euch, diese Aktie ganz tief im Depot zu haben

[Kurspotenzial]

Hallo,

die Zahlen waren absolut im Rahmen der hoch gesteckten Erwartungen. Nach Fist Call waren die Konsensschätzungen bei 9 cents, was exakt erreicht wurde, der Umsatz lag im dritten Quartal mit 23,8 Mio.$ min. unter den Schätzungen von 24 Mio $. Bis heute gibt es leider noch keine Neueinschätzung amerikanischer Brokerhäuser. Wenn man sich den Chart betrachtet, dann befindet sich die Aktie nach ihrem beeindruckenden Anstieg seit April 2001 von ca. 12$ auf über 33$ seit nunmehr rund drei Monaten in einer Trading-Range zwischen 25-33$. Ich denke, daß diese Entwicklung absolut gesund für die Aktie ist. Die jetzige Konsolidierung sollte noch einige Zeit andauern. Ich rechne bis Jahresende nicht unbedingt mit einem neuen ATH, aber das Fundament für ein tolles Jahr 2002 ist gelegt und fundament absolut untermauert.
Bleibt einfach investiert und freut Euch, diese Aktie ganz tief im Depot zu haben

[thetruenik]

hey, was ist denn in den letzten tagen los, gab es schlechte nachrichten???

[thetruenik]

Hat keiner mehr die Aktie, oder wieso herrscht hier eine solche Leere?

[Clouse]

Hi Shareholders, oder sollte ich besser Platzhalter im Board sagen. Es tut sich nichts mehr (im Board !!!) Weiß jemand, wann die Zahlen Q. 4/01 kommen?
Ich glaube das Papier beginnt zu laufen. Irgebndwo ist der Glaube auch mit der Hoffnung verbunden. Auch letztes Jahr ging es ungefähr ab Febr./März aufwärts. Brechen wir aus der Seitwärtsrange aus ?
Übrigens, allen noch ein gutes Neues Jahr, auch an die, die unter $ 26 ausgestoppt wurden.

Gruß Clouse

[thetruenik]

schön das es noch menschen gibt diese aktie besitzen, sie ist enfach klasse! ich hoffe das es jetzt mal wieder schön nach norden geht. wann die zahlen kommen weiß ich aber auch nicht ;-(

[Kurspotenzial]

Hallo Integra-Fans und Aktionäre,

Diese Aktie ist definitiv meine Lieblingsaktie der vergangenen beiden Jahre. Welche Biotechaktie knabbert sonst fast wieder an ihrem All-Time-High.
Die nächsten Zahlen für das 4. Quartal 2001 kommen am 27. Februar mit einem Conference Call vor Börsenbeginn.
Angekündigt ist eine Überarbeitung der Planzahlen für 2002 und 2003. Nach der Übernahme Anfang Dezember von NeuroSupplies dürfte mit einer weiteren Anhebung zu rechnen sein. Bisherige Schätzungen liegen beim Gewinn/Aktie für 2003 bei 76 cents.
Weiterhin allen Investierten viel Spaß mit dieser tollen Aktie

Gruß Kurspotenzial

[zenz69]

Hallo es Nachrichten von Integra:

PLAINSBORO, N.J.--(BUSINESS WIRE)--Jan. 11, 2002--Integra LifeSciences Holdings
Corporation (Nasdaq:IART) today announced that the Orthopedic and Rehabilitation
Devices Panel of the United States Food and Drug Administration (FDA) has
unanimously recommended for approval, with conditions, the InFUSE(TM) Bone Graft
used with the LT-CAGE(TM) Lumbar Tapered Fusion Device for use in spinal fusion
procedures.
The InFUSE Bone Graft, a product of Medtronic Sofamor Danek (NYSE:MDT), includes
the Absorbable Collagen Sponge developed and manufactured by Integra
LifeSciences. When used with the LT-CAGE Lumbar Tapered Fusion Device, the
InFUSE Bone Graft will be indicated to treat certain types of spinal
degenerative disc disease, a common cause of low back pain.
The FDA panel conditions for approval included three additional post-approval
studies in the areas of antibody response during pregnancy, dosing and
tumorogenicity. In addition, the panel recommended the product only be used with
tapered cages.
InFUSE Bone Graft replaces the use of autograft bone because it contains a
recombinant human bone morphogenetic protein, or rhBMP-2, which induces the body
to grow its own bone where needed.
rhBMP-2 was discovered and developed by Wyeth-Ayerst Laboratories, the
pharmaceutical division of American Home Products Corporation (NYSE:AHP), and is
manufactured in its Andover, Mass., biopharmaceutical facility. When surgeons
use InFUSE Bone Graft, rhBMP-2 powder is reconstituted with sterile water and
then applied to an Absorbable Collagen Sponge (ACS).
The ACS is used inside two LT-CAGE Lumbar Tapered Fusion Devices implanted
between the vertebrae.
"We are very excited to contribute to this important new medical technology,"
said Stuart M. Essig, Integra`s Chief Executive Officer. "Yesterday`s panel
recommendation is another important step toward the commercialization of this
product, and further validation of Integra LifeSciences major presence in the
field of tissue regeneration and repair."
If approved by the FDA, Integra`s Absorbable Collagen Sponge for the InFUSE
product will join Integra`s other leading tissue regeneration and repair
products.
They include the INTEGRA(R) Dermal Regeneration Template for regeneration of the
dermis, the DuraGen(R) Dural Graft Matrix for repair of the dura mater, the
NeuraGen(TM) Nerve Guide for repair of peripheral nerves, and the Biomend(R)
products for guided repair of the periodontal ligament in dental surgery.
The INTEGRA Dermal Regeneration Template is sold through Johnson & Johnson`s
Ethicon division, the Biomend line of products is sold through the Sulzer Dental
division of Sulzer Medica, and the DuraGen and NeuraGen products are sold
through Integra NeuroSciences, the neurosurgical devices division of Integra
LifeSciences Holdings Corporation.
Integra LifeSciences Holdings Corporation, headquartered in Plainsboro, New
Jersey, has approximately 600 permanent employees. Please visit the Company`s
website at http://www.Integra-LS.com.
This news release contains forward-looking statements within the meaning of the
Private Securities Litigation Reform Act of 1995. Forward-looking statements
include, but are not limited to, statements relating to the anticipated
regulatory approval of the InFUSE product and the ultimate prospects for
commercial success of the product.
Such forward-looking statements involve risks and uncertainties that could cause
actual results to differ materially from predicted or expected results.
In addition, the economic, competitive, governmental, technological and other
factors identified under the heading "Risk Factors" included in the Business
section of Integra`s Annual Report on Form 10-K/A for the year ended December
31, 2000 and information contained in subsequent filings with the Securities and
Exchange Commission could affect actual results.
InFUSE(TM) Bone Graft and LT-CAGE(TM) Lumbar Tapered Fusion Device are
trademarks of Medtronic, Inc.

[Kurspotenzial]

Hallo,

laßt Euch nicht verunsichern, daß der Kurs heute erst stark angestiegen ist (bis auf knapp 32$) und nun über 2$ im minus liegt. Die Meldung ist sehr positiv für Integra, erste Analystenkommentare gehen durch das O.K. der FDA von zusätzlichen Umstzerlösen von 10-15 Mio $ in 2002 aus. Dies entspräche immerhin ein plus von knapp 15% in bezug auf die bisherigen Umsatzschätzungen.
Ich habe gerade bei 28,1$ nachgekauft

Gruß Kurspotenzial

[Kurspotenzial]

Hallo Integra-Fans,

wie schon in einem anderen Thread aufgeführt, gibt es wieder mal positive Neuigkeiten zu Integra. Ich hoffe, daß die Entscheidung, bei 28$ noch einmal zugegriffen zu haben, sich als richtig herausstellen wird.
Hier die news:

Integra LifeSciences: FDA empfiehlt InFuse Knochentransplantat

Das für die Zulassung von orthopädischen Geräten zuständige Beratergremium der US-Gseundheitsbehörde (FDA) hat einstimmig die Zulassung des InFuse Knochentransplantates empfohlen, dies teilte die Integra LifeSciences Holdings Corporation (Nasdaq:IART) vor kurzem mit. Die Empfehlung bezieht sich auf den Einsatz von InFuse zusammen mit dem LT Cage Lumbar Tapered Fusion Device zur Behandlung von Rückgratverletzungen. Das Knochentransplantat ist ein Produkt des Unternehmens Medtronic Sofamor Danek (NYSE: MDT) und beinhaltet den »Aborbierbaren Kollagen Schwamm«, der von Integra Life Sciences entwickelt wurde und auch eigenständig vermarktet wird.

Zusammen mit dem LT-Cage Lumar Tapered Fusion Device, ein implantierbares Gerät, dass die Regeneration von Rückgratverletzungen ermöglicht, ist das InFuse Knochentransplantat zur Behandlung verschiedener degenerativer Erkrankungen der Wirbelkörper angezeigt, die vor allem für Schmerzen im unteren Bereich des Rückens verantwortlich sind. Das FDA-Gremium knüpfte an eine Zulassung die Bedingung dreier zusätzlicher Studien, die nach erfolgter Zulassung durchzuführen sind. Diese zusätzlichen Studien sollen die Antikörperreaktion während einer Schwangerschaft, die Dosierung sowie die Kanzerogenität des Produktes evaluieren. InFuse ist ein Ersatz für körpereigenes Knochenmaterial, da es ein gentechnisch hergestelltes menschliches morphogenetisches Protein mit Namen rhBMP-2 enthält, welches den Körper anregt, Knochenmaterial genau dort zu bilden, wo er gebraucht wird.

rhBMP-2 wurde erforscht und entwickelt bei Wyeth-Ayerst, der pharmazeutischen Abteilung des Unternehmens American Home Products Corporation (NYSE:AHP) und wird in dessen biopharmazeutischer Fabrik in Andover, Mass., produziert. Die Anwendung von InFuse ist für Chirurgen denkbar einfach, das rhBMP-2 Puder wird in sterilem Wasser aufgelöst und auf Integras "Absorbierbaren Kollagen Schwamm" (ACS) aufgebracht. ACS wird dann zwischen zwei LT-CAGE Lumpar Tapered Fusion Devices gebracht und anschließend zwischen die entsprechenden Wirbel implantiert


Und gleich noch eine news vom 14.01.2002


Related Quote
IART 29.32 +1.22
delayed 20 mins - disclaimer
Quote Data provided by Reuters



Monday January 14, 11:21 am Eastern Time
Press Release
SOURCE: Integra LifeSciences Holdings Corporation
Integra NeuroSciences Direct Salesforce Begins Marketing Helitene Hemostatic Agent
PLAINSBORO, N.J.--(BUSINESS WIRE)--Jan. 14, 2002--Integra LifeSciences Holdings Corporation (Nasdaq: IART - news) today announced that its Integra NeuroSciences division has begun marketing Helitene® Absorbable Fibrillar Collagen Hemostatic Agent.

The Helitene® product has been marketed by Integra LifeSciences for surgical applications for over 15 years and the FDA recently approved a premarket approval (PMA) application supplement removing the labeling exclusion for neurosurgical uses.

Helitene® Absorbable Fibrillar Collagen Hemostatic Agent is a soft, white, pliable, absorbent hemostatic agent in fibrillar form that is indicated for use in certain surgical procedures as an adjunct to hemostasis when control of bleeding by ligature or conventional procedures is ineffective or impractical.

The Helitene® product effectively controls bleeding within two to five minutes when applied directly to the bleeding site and is designed to be totally absorbable if left in situ after hemostasis. The product is available in two sizes, 0.5 gram and 1.0 gram.

Integra NeuroSciences, the neurosurgical division of Integra LifeSciences Holdings Corporation, will now be able to sell the Helitene® product into the neurosurgery market in the United States through its direct sales force of approximately 60 people.

Additional launch activities for the product will coincide with the Trauma and Critical Care meeting in March 2002 and the American Association of Neurological Surgeons meeting in April 2002.

``The ability to sell the Helitene® product into the domestic neurosurgery market provides the Integra NeuroSciences sales force with yet another proven product with a long history of use,`` commented Stuart Essig, President and Chief Executive Officer of Integra. ``Our continued ability to add new products to our salesman`s bag on a regular basis has made Integra NeuroSciences a leading provider of implants, devices and monitors used in neurosurgery, neurotrauma, and related critical care. Additionally, Integra NeuroSupplies will offer the Helitene® product in various configurations to its customer base of more than 6,000 neurologists, pulmonologists, and other physicians.``

Integra NeuroSciences designs, manufactures and sells implants, devices and monitors used in neurosurgery, neurotrauma, and related critical care. Together with its eight-person clinical development team, Integra NeuroSciences` direct selling effort exceeds 60 field personnel in the United States and Europe.

Integra NeuroSciences also sells its products in approximately 80 countries worldwide through a network of international distributors.

Integra LifeSciences Holdings Corporation, headquartered in Plainsboro, New Jersey, has approximately 600 permanent employees. Please visit the Company`s website at http://www.Integra-LS.com.

[Clouse]

Ja was ist denn los, ich glaub heut hats allen die Sprache verschlagen. Kaum Leute in den Boards. Dabei hat sich doch unser aller IART ganz gut gehalten. Was macht der Kurs erst, wenns allgemein oder insbesondere der Biotechbereich wieder anspringt?

[thetruenik]

jetzt sind wir in N.Y. wieder bei über 30$, die aktie ist sowas von cool!

[Kurspotenzial]

Hallo Integra-Fans,

noch 60 cents bis zum ATH, ich liebe diese weltbeste Biotechaktie



Mal sehen, was die Präsentation am 30.01 bei der Healthcare Konferenz von Piper Jaffray bringt.
Ich erwarte eine Ergebnisprognose für 2003 von mind. 76 cents pro Aktie. Damit bliebe dann noch Spielraum bis rund 37$. Weiterhin viel Spaß mit dieser Aktie

Kurspotenzial

[Kurspotenzial]

Integra veröffentlicht soeben vorläufige Zahlen für das 4 Quartal 2001 und das Gesamtjahr 2001. Die Zahlen liegen leicht über den Erwartungen (Umsatz 2001 wird auf 93 Mio $ geschätzt vs. Konsens 92 Mio $)
Die endgültigen Zahlen gibts am 27. Februar.
Die Meldung ist im Kurs eingepreist und nicht von großer Bedeutung. Wichtiger wird Ende der Woche die Präsentation der Planungen für 2002 und 2003

Gruß und auf ein baldiges neues ATH

Kurspotenzial

Tuesday January 29, 4:10 pm Eastern Time
Press Release

SOURCE: Integra LifeSciences Holdings Corp.
Integra LifeSciences Reports Preliminary Fourth Quarter 2001 Revenues

-- Product Sales Increase 26%
Full Financial Results to be Reported on February 27, 2002
PLAINSBORO, N.J., Jan. 29, 2002 (PRIMEZONE) --

Led by strong growth in product sales, Integra LifeSciences Holdings Corporation (Nasdaq:IART - news) today reported preliminary revenues for the fourth quarter and year ended December 31, 2001. The Company expects to report revenues of $25.1 million for the fourth quarter of 2001, a 24% increase over the $20.3 million reported in the fourth quarter of 2000. Revenue growth is expected to be led by a $5.0 million increase in product sales to $23.7 million, a 26% increase over the fourth quarter of 2000. Included in this increase is $0.9 million in sales of acquired product lines. For the full year 2001, revenues are expected to have increased $21.8 million to $93.4 million, a 30% increase over 2000. Product sales for 2001 are estimated to have increased $22.7 million to $87.7 million, a 35% increase over 2000. Included in this increase is $1.9 million in sales of acquired product lines.

For the fourth quarter of 2001, sales in the Integra NeuroSciences division increased an estimated $4.4 million to $18.3 million, a 32% increase over the fourth quarter of 2000. This increase included $0.9 million in sales of acquired product lines. Sales of the DuraGen(R) Dural Graft Matrix, the Selector(R) Integra Ultrasonic Aspirator for the ablation of cranial tumors and the Company`s line of intracranial access, drainage and monitoring products contributed to the strong organic growth in the Integra NeuroSciences division. Sales of Integra LifeSciences division products in the fourth quarter of 2001 increased an estimated $0.6 million to $5.4 million, primarily due to growth in the Company`s tissue repair products.

For the full year 2001, sales in the Integra NeuroSciences division are estimated to have increased $19.1 million to $68.3 million, a 39% increase over 2000. This increase included $1.9 million in sales of acquired product lines. Sales of Integra LifeSciences division products in 2001 increased an estimated $3.6 million to $19.4 million, a 23% increase over 2000.

Other revenues in the fourth quarter of 2001 are expected to have decreased by $0.2 million to $1.4 million. For the full year 2001, other revenues decreased an estimated $0.9 million to $5.7 million. Other revenues in 2000 included $1.5 million of event related payments from the achievement of specific contract goals and the licensing of technology.

``I am very pleased with these preliminary top line results for 2001,`` said Stuart M. Essig, Integra`s President and Chief Executive Officer. ``This growth was primarily driven by the continued success of our DuraGen(R) product and the expansion of our Integra NeuroSciences direct sales force in the United States to more than 50 people. I am also very pleased with our ability to increase the sales of many of the product lines acquired over the last three years beyond the rates at which they were growing prior to their acquisition. We expect that sales in the year 2002 will be positively impacted by the establishment of a direct sales infrastructure for our Integra NeuroSciences products in France, Germany and the United Kingdom, the continued roll out of our DuraGen(R), LICOX(R) and NeuraGen(TM) products in the United States, and a further expansion of our domestic salesforce.``

The Company did not release any preliminary results for operating expenses, earnings or earnings per share for the fourth quarter or year ended December 31, 2001. Full financial results for these periods will be announced via a news release issued before the market opens on Wednesday, February 27, 2002. A conference call is scheduled for 9 a.m. EST on that day to discuss these financial results and to provide updated forward-looking financial guidance. Additional information about the conference call will be forthcoming.

In the fourth quarter of 2001, the Company changed the classification of certain products between its Integra LifeSciences and Integra NeuroSciences business divisions and revised the manner in which product revenues are reported between these two divisions as follows:

INTEGRA NEUROSCIENCES

The Integra NeuroSciences division classified product revenues as either i) Neuro Intensive Care Unit or ii) Neuro-Operating Room products based on the primary location in the hospital where the product is used. A new grouping called ``Other NeuroSciences Products`` has been added to these two product classifications to accommodate revenues reported for the cardiovascular shunts product line and the recently acquired Integra NeuroSupplies(TM) product line. Additionally, revenues from the Helitene(R) fibrillar hemostat product are now classified in ``Neuro-Operating Room`` products. The cardiovascular shunts and Helitene(R) product lines, both of which are now sold by the Integra NeuroSciences direct salesforce, were previously classified in the Integra LifeSciences division.

INTEGRA LIFESCIENCES

The Integra LifeSciences division formerly classified product revenues as either i) Private Label Products or ii) Distributed Products based upon the means of distribution for the products. Now, such product revenues are reported as either i) Tissue Repair Products or ii) Other Medical Devices.

A summary of these changes and a listing of the specific products grouped under these categories is provided in the Investor Relations section of Integra`s Website (http://www.Integra-LS.com) under ``Presentations.`` Additionally, historical reported and pro forma quarterly unaudited income statement data, including divisional income statements revised to reflect the above changes, is also provided in the presentation.

Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of cranial and spinal disorders, soft tissue repair and orthopedics. Integra is a leader in applying the principles of biotechnology to medical devices that improve patients` quality of life. The Company has its corporate headquarters in Plainsboro, New Jersey, with manufacturing and research facilities located throughout the world. The Company has approximately 600 permanent employees.

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements concerning the Company`s estimates for revenues and product sales to be reported for the fourth quarter and year ended December 31, 2001. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from predicted or expected results. Among other things, the results of the Company`s external audit may affect actual revenues and product sales to be reported for the fourth quarter and year ended December 31, 2001. In addition, the economic, competitive, governmental, technological and other factors identified under the heading ``Risk Factors`` included in the Business section of Integra`s Annual Report on Form 10-K/A for the year ended December 31, 2000 and information contained in subsequent filings with the Securities and Exchange Commission could affect actual results.



INTEGRA LIFESCIENCES HOLDINGS CORPORATION
PRODUCT SALES AND TOTAL REVENUES SUMMARY
(In thousands)
(UNAUDITED)

EST. EST.
Q4 01 Q4 00 2001 2000
------- ------- ------- -------
Product Sales:
INTEGRA NEUROSCIENCES DIVISION
Neuro Intensive Care Unit $ 7,381 $ 6,250 $27,830 $23,521
Neuro-Operating Room 9,629 6,671 36,214 21,820
Other NeuroSciences Products 1,271 959 4,289 3,861
------- ------- ------- -------
Total 18,281 13,880 68,333 49,202

INTEGRA LIFESCIENCES DIVISION
Tissue Repair Products 2,575 2,014 8,698 6,168
Other Medical Devices 2,844 2,850 10,657 9,617
------- ------- ------- -------
Total 5,419 4,864 19,355 15,785

Total Product Sales 23,700 18,744 87,688 64,987

Other Revenues 1,389 1,507 5,755 6,662
------- ------- ------- -------
Total Revenues $25,089 $20,251 $93,443 $71,649




--------------------------------------------------------------------------------
Contact:
Integra LifeSciences Holdings Corporation
John B. Henneman, III, Senior Vice President
Chief Administrative Officer
[phone]
[e-mail]

John Bostjancic, Senior Director of Finance
[phone]
[e-mail]

[Kurspotenzial]

Hallo,

was für ein schöner Tag an der Börse,

da haben wir nun das lang ersehnte neue All-time-High für die Integra Lifesciences Aktie. Was für ein tolles Erlebnis, an einem Tag, wo der Biotechindex mal wieder kräftig auf der Verliererseite ist einen echten Gewinner im Depot zu haben
Ein Chart zum Genießen, wir sehen uns wieder bei 37$ bis Ende März

[img]

Gruß Kurspotenzial

[Clouse]

Hey Leute, neuer Anlauf auf alten Höchststand ?. Der hielt ja nicht lange. Glaube jedoch, daß der bis zur Veröffentlichung der endgültigen Zahlen (27.02. ?) Makulatur sein wird.
Hat jemand was gehört, daß IART in naher Zukunft auch mal eine Dividende ausschüttet oder habe ich das nur geträumt. Weiß jemand sonst was Neues ?
Gruß an Alle

[zenz69]

Hallo,
heute gab es doch Zahlen, wie sind die denn ausgefallen? Börse reagiert scheinbar negativ auf die Zahlen (-2%in USA).
Gruß zenz

[Kurspotenzial]

Hallo Leute,

die Zahlen sind, wie bei Integra bislang immer, hervorragend ausgefallen. Im letzten Quartal 2001 wurden 12 cents je Aktie verdient (erwartet waren 10 cents). Für das Gesamtjahr 2001 belief sich der Gewinn/Aktie auf 36 cents (erwartet waren lediglich 33 cents).
Interessant wird es erst morgen, am 27. Februar, wenn auf dem Conference Call der Ausblcik für 2002 und 2003 gegeben wird. Ich rechne nach den tollen Zahlen für 2001 mit einer leichten Anhebung der Planzahlen. Bislang ging man von 53-55 cents Gewinn je Aktie in 2002 und 75 cents in 2003 aus. Ich denke, daß nach der letzten Akquisition 80 cents in 2003 drin sein könnten. Mein Kursziel bleibt bis auf weiteres bei 37$.
Man muß ja auch mal sehen, daß die Aktie seit mittlerweile rund 9 Monaten in einem betonfesten Seitwärtstrend zwischen 25 und 33$ liegt und damit so ziemlich jeden größeren Biotechwert deutlich outperformt hat.
Die Zahlen heute waren nicht wichtig für den Kurs, zeigen aber, daß das Unternehmen nach wie vor die Analystenschätzungen deutlich schlägt und stürmisch wächst mit Wachstumsraten im Gewinn von jenseits der 60%-Marke.
Also, ich kann nur jedem raten, dabei zu bleiben.
Viele Grüße Kurspotenzial

[Kurspotenzial]

Hallo nochmal,

und hier separat die englische Pressemitteilung bzgl. des vierten Quartals 2001 und des Gesamtjahrs 2001 für alle Interessierten

Gruß Kurspotenzial

Integra LifeSciences Reports Record Fourth Quarter and Full Year 2001 Earnings on a `Fully Taxed` Basis
Operating Earnings Before Interest, Taxes, Depreciation and Amortization Totaled $6.1 Million for the Fourth Quarter of 2001 and $20.2 Million for the Full Year 2001
PLAINSBORO, N.J., Feb. 27, 2002 (PRIMEZONE) -- Integra LifeSciences Holdings Corporation (Nasdaq:IART - news) today reported record revenues and net income for the fourth quarter and full year 2001. Total revenues in the fourth quarter of 2001 increased $4.8 million, or 24%, over the fourth quarter of 2000 to $25.1 million. Revenue growth was led by a $5.0 million increase in product sales to $23.7 million, a 26% increase over the fourth quarter of 2000. Included in this increase is $1.0 million in sales of product lines acquired in 2001. Pro forma fully taxed earnings for the fourth quarter of 2001 were $3.8 million, or $0.12 per share, as compared to adjusted pro forma fully taxed net income of $1.0 million, or $0.03 per share, in the fourth quarter of 2000.

Total revenues for the full year 2001 increased $21.8 million to $93.4 million, a 30% increase over 2000. Product sales for 2001 increased $22.7 million to $87.7 million, a 35% increase over 2000. Included in this increase is $2.0 million in sales of product lines acquired in 2001. For the full year 2001, adjusted pro forma fully taxed earnings were $10.3 million, or $0.36 per share. Adjusted pro forma fully taxed earnings for the full year 2000 were $1.0 million, or a $(0.03) loss per share after the effect of preferred stock dividends. The adjustments used to compute pro forma results and a reconciliation to results reported under generally accepted accounting principles are provided below.

``Last year saw many achievements for Integra,`` said Stuart M. Essig, Integra`s President and Chief Executive Officer. ``We reported our first full year of profitability, acquired three new businesses and launched three significant, innovative new products in the Integra NeuroSciences division. We increased our sales and marketing efforts through an expansion of the domestic sales force and the establishment of a direct sales and marketing presence in the United Kingdom, Germany and France. Revenues and profitability in both the Integra NeuroSciences and Integra LifeSciences divisions increased in 2001, while corporate general and administrative expenses decreased. Also, the financial flexibility and investor awareness of Integra was greatly enhanced through a $113 million follow-on public offering of our common stock in August 2001.``

INTEGRA NEUROSCIENCES DIVISION:



Quarter Ended December 31, Year Ended December 31,
2001 2000 2001 2000
-------- -------- -------- --------
Product sales $18,280 $13,880 $68,332 $49,202
Total revenues 18,507 14,358 69,393 50,514
Total operating
expenses 13,674 11,131 51,432 40,159
Operating income 4,833 3,227 17,961 10,355

For the fourth quarter of 2001, sales in the Integra NeuroSciences division increased $4.4 million to $18.3 million, a 32% increase over the fourth quarter of 2000. This increase included $1.0 million in sales of product lines acquired in 2001. Sales of neuro intensive care unit products increased $1.1 million to $7.4 million, including $0.3 million in sales of product lines acquired in 2001. Neuro operating room product sales increased $3.0 million to $9.6 million, and included $0.4 million in sales of product lines acquired in 2001. The sales growth in neuro operating room products was led by the DuraGen(R) Dural Graft Matrix and the Selector(R) Integra Ultrasonic Aspirator for the ablation of tumors. Sales of other neuro products increased $0.3 million as a result of product lines acquired in 2001. Gross margin on product sales was 60% in both the fourth quarters of 2001 and 2000. Gross margin in the fourth quarter of 2001 reflected a higher sales mix of lower margin capital goods and a 1% reduction from sales of lower margin products from the recently acquired Integra NeuroSupplies business. Total other operating expenses increased $0.9 million to $6.4 million, with the division reporting a $4.8 million operating profit. The increase in operating expenses was primarily related to higher sales and marketing spending.

During 2001, the Integra NeuroSciences division launched three significant, innovative new products: the LICOX(R) Brain Tissue Oxygen Monitoring System for continuous monitoring of intracranial oxygen levels, the NeuraGen(TM) Nerve Guide for the repair of severed peripheral nerves, and the Ventrix(R) TrueTech Catheter, the only advanced intracranial pressure monitoring and drainage catheter designed to tunnel away from the brain. Additionally, the domestic sales force was increased in 2001 to 50 neurospecialists, with an additional expansion to 71 neurospecialists planned for the first half of 2002. With the acquisitions of GMSmbH and Satelec Medical in April 2001, the Integra NeuroSciences division now has an established 12-person direct sales and marketing presence in the key European markets of Germany, France and the United Kingdom.

In December 2001, Integra acquired NeuroSupplies, Inc., a specialty distributor of disposables and supplies to more than 6,000 physicians, hospitals and other clinical customers. Integra expects that many of Integra NeuroSupplies` non-hospital and private practice based customers will be receptive to a number of Integra`s existing products and that our sales and marketing infrastructure will be able to deepen the penetration of Integra NeuroSupplies` products into hospitals, which are the principal call point for Integra NeuroSciences` sales force.

INTEGRA LIFESCIENCES DIVISION:



Quarter Ended December 31, Year Ended December 31,
2001 2000 2001 2000
-------- -------- -------- --------
Product sales $ 5,419 $ 4,864 $19,355 $15,785
Total revenues 6,581 5,893 24,049 21,135
Total operating
expenses 4,434 4,647 18,001 18,075
Operating income 2,147 1,246 6,048 3,060

For the fourth quarter of 2001, sales in the Integra LifeSciences division increased $0.6 million to $5.4 million, an 11% increase over the fourth quarter of 2000. Sales of tissue repair products increased $0.6 million to $2.6 million, a 28% increase over the fourth quarter of 2000, while sales of other medical devices were flat at $2.8 million. Gross margin on product sales increased to 51% in the fourth quarter, as compared to 48% in the fourth quarter of 2000, primarily as a result of increased capacity utilization and increased sales of higher margin orthopedic products. Total other operating expenses decreased $0.4 million to $1.8 million, with the division reporting a $2.1 million operating profit.

During 2001, Integra continued to provide support and to ship Absorbable Collagen Sponges (ACS) for Medtronic Sofamor Danek`s and Genetics Institute`s rhBMP-2 bone growth factor programs. In January 2002, the Orthopedic and Rehabilitation Devices Panel of the United States Food and Drug Administration unanimously recommended for approval, with conditions, Medtronic`s InFUSE(TM) Bone Graft used with the LT-CAGE(TM) Lumbar Tapered Fusion Device for use in spinal fusion procedures. The InFUSE Bone Graft includes the ACS developed and manufactured by Integra LifeSciences.

For comparative purposes, all prior period divisional results have been revised to reflect the Company`s recently announced changes to its operating segments. Divisional financial results exclude corporate general and administrative expenses and amortization of intangible assets and goodwill. Excluding a non-recurring charge recorded in the fourth quarter of 2000, corporate general and administrative expenses decreased $0.5 million to $1.7 million in the fourth quarter of 2001, primarily as a result of decreased legal spending.

The Company reported operating earnings before interest, taxes, depreciation and amortization (EBITDA) of $6.1 million in the fourth quarter of 2001, as compared to an adjusted $3.1 million in the prior year quarter. For the full year 2001, operating EBITDA was $20.2 million, as compared to an adjusted $7.2 million in 2000.

In August 2001, the Company raised $113.4 million from a follow-on public offering of 4.7 million shares of its common stock, of which $9.5 million was subsequently used to repay all outstanding indebtedness. Accordingly, net interest income for the fourth quarter increased to $1.0 million, as compared to net interest expense of $0.1 million in the fourth quarter of 2000. The Company`s cash and investments totaled $131.0 million at December 31, 2001.

In the fourth quarter of 2001, the Company recognized a $12.1 million deferred income tax benefit from the reduction of a portion of the valuation allowances recorded against its deferred tax assets. The recognition of these deferred tax assets is expected to result in an effective tax rate of 34% in 2002. The Company`s actual cash tax rate is expected to be in the 8% to 12% range through the year 2003.

Because of the anticipated increase in the effective tax rate for 2002, the Company began to report pro forma fully taxed earnings in 2001. Pro forma fully taxed earnings are calculated by applying an assumed 34% effective tax rate to pre-tax earnings in lieu of the Company`s actual effective tax rate. Pro forma fully taxed earnings for the fourth quarters and full years 2001 and 2000 excluded the following non-recurring items to the extent applicable to those periods:



-- an extraordinary pre-tax loss of $256,000 from the early
retirement of debt recorded in the third quarter of 2001;

-- a $13.5 million non-cash compensation charge related to the
extension of Stuart M. Essig`s employment agreement recorded in
the fourth quarter of 2000;

-- a $1.1 million gain on the sale of product lines recorded in the
first two quarters of 2000; and

-- a charge of $470,000 recorded in the first quarter of 2000 as the
cumulative effect of an accounting change associated with the
adoption of a new accounting policy for revenue recognition.

The $(0.03) per share pro forma fully taxed loss for the full year 2000 also excludes a $4.2 million non-recurring, non-cash dividend related to the beneficial conversion feature of the Company`s Series C Convertible Preferred Stock when it was issued in March 2000.

Net income reported under generally accepted accounting principles (GAAP) for the fourth quarter of 2001 was $17.6 million, or $0.56 per share, as compared to a GAAP net loss of $11.8 million, or a $(0.67) per share loss, in the fourth quarter of 2000. For the full year 2001, GAAP net income was $26.2 million, or $0.94 per share, as compared to a GAAP net loss of $11.4 million, or a $(0.97) per share loss, for the full year 2000.

The Company has scheduled a conference call for 9:00 am EST today, February 27, 2002, to discuss the financial results for the fourth quarter and full year 2001 and to provide forward-looking earnings guidance. The call is open to all listeners and will be followed by a question and answer session. Access to the live call is available by dialing [phone] or through a listen-only webcast via a link provided on the home page of Integra`s website at http://www.Integra-LS.com. A replay of the conference call will be accessible starting one hour following the live event. Access to the replay is available through March 12, 2002 by dialing [phone] (access code 3162354) or through the webcast accessible on our home page.

Integra LifeSciences Holdings Corporation develops, manufactures and markets medical devices, implants and biomaterials primarily used in the treatment of cranial and spinal disorders, soft tissue repair and orthopedics. Integra is a leader in applying the principles of biotechnology to medical devices that improve patients` quality of life. The Company has its corporate headquarters in Plainsboro, New Jersey, with manufacturing and research facilities located throughout the world. The Company has approximately 600 permanent employees.

This news release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements concerning future growth in revenues, sales force expansion and new product approvals. Such forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from predicted or expected results. Among other things, the Company`s actual ability to expand its direct sales presence in the United States and Europe may affect growth in product sales, the willingness of physicians to adopt new products may affect the launch of and potential market size for new products, the actions of regulatory bodies may affect the approval of new products, the Company`s research and business development efforts may affect its ability to develop or obtain distribution rights to new products in the future, and the Company`s future financial results may affect the utilization of its available net operating loss carryforwards and its effective income tax rate. In addition, the economic, competitive, governmental, technological and other factors identified under the heading ``Risk Factors`` included in the Business section of Integra`s Annual Report on Form 10-K/A for the year ended December 31, 2000 and information contained in subsequent filings with the Securities and Exchange Commission could affect actual results.



INTEGRA LIFESCIENCES HOLDINGS CORPORATION
CONSOLIDATED FINANCIAL RESULTS
(In thousands, except per share data)
(UNAUDITED)

Statement of Operations Data:

Three Month Period For the Year
Ended December 31 Ended December 31
2001 2000 2001 2000
-------- -------- -------- --------
Product sales $ 23,699 $ 18,744 $ 87,687 $ 64,987
Other revenue 1,389 1,507 5,755 6,662
-------- -------- -------- --------
Total revenue 25,088 20,251 93,442 71,649

Cost of product sales 9,957 8,108 36,014 29,511
Research and
development 1,910 1,787 7,992 7,524
Selling and
marketing 5,154 4,370 20,322 15,371
General and
administrative 2,764 17,212 12,044 28,483
Amortization 591 668 2,784 2,481
-------- -------- -------- --------
Total costs
and expenses 20,376 32,145 79,156 83,370

Operating income
(loss) 4,712 (11,894) 14,286 (11,721)

Gain on disposition
of product line -- -- -- 1,146
Interest income
(expense), net 1,029 (101) 1,393 (473)
Other income
(expense), net (19) 24 (136) 201
-------- -------- -------- --------
Income (loss)
before income
taxes 5,722 (11,971) 15,543 (10,847)

Income tax
expense (benefit) (11,903) (195) (10,863) 108
-------- -------- -------- --------

Income (loss)
before extraordinary
items and
accounting change 17,625 (11,776) 26,406 (10,955)

Extraordinary loss,
net of tax -- -- (243) --
Cumulative effect
of accounting change -- -- -- (470)
-------- -------- -------- --------
Net income (loss) $ 17,625 $(11,776) $ 26,163 $(11,425)

Preferred stock
dividends used
to compute diluted
earnings (loss)
per share -- (392) -- (5,642)

Net income (loss)
applicable to
common stockholders
used to compute
diluted earnings
(loss) per share $ 17,625 $(12,168) $ 26,163 $(17,067)

Diluted earnings
(loss) per share
before extraordinary
items and accounting
change $ 0.56 $ (0.67) $ 0.95 $ (0.95)
Diluted earnings
(loss) per share $ 0.56 $ (0.67) $ 0.94 $ (0.97)

Diluted weighted
average common
shares outstanding 31,398 18,209 27,796 17,553

Balance Sheet Data:
31-DEC 31-DEC
2001 2000

Cash, cash equivalents & investments $131,036 $ 15,138
Working capital 75,138 25,177
Total assets 227,588 86,514
Total debt 3,576 13,630
Total stockholders` equity 204,056 53,781

Reconciliation of Actual to Adjusted Pro Forma Fully-Taxed Results:

Three Month Period For the Year
Ended December 31 Ended December 31
2001 2000 2001 2000
Income (loss) before
income taxes 5,722 (11,971) 15,543 (10,847)
Less: Pre-tax
extraordinary loss -- -- (256) --
Accounting change -- -- -- (470)

Income (loss) before
income taxes and
after extraordinary
items and accounting
change 5,722 (11,971) 15,287 (11,317)

Adjustments:
Pre-tax extraordinary
loss -- -- 256 --
Accounting change -- -- -- 470
Non-cash compensation
charge -- 13,515 -- 13,515
Gain on the sale of
product lines -- -- -- (1,146)

Adjusted income before
income taxes 5,722 1,544 15,543 1,522

Pro forma provision for
income taxes at
34% effective rate 1,945 525 5,285 517
-------- -------- -------- --------
Adjusted pro forma
fully-taxed net income 3,777 1,019 10,258 1,005

Preferred stock
dividends used to
compute adjusted pro
forma fully-taxed
diluted earnings
(loss) per share(a) (135) (392) (1,026) (1,472)

Adjusted pro forma
fully-taxed net income
(loss) applicable to
common stockholders
used to compute
adjusted pro forma
fully-taxed diluted
earnings (loss)
per share $ 3,642 $ 627 $ 9,232 $ (467)

Adjusted pro forma
fully-taxed diluted
earnings (loss)
per share $ 0.12 $ 0.03 $ 0.36 $ (0.03)

Weighted average
common shares
outstanding for
calculation of
adjusted pro forma
fully-taxed earnings
(loss) per share 30,798 20,361 25,924 17,553

(a) Dividends for the year ended December 31, 2000 exclude a $4.2
million non-recurring, non-cash dividend related to the
beneficial conversion feature of the Company`s Series C
Convertible Preferred Stock when it was issued in March 2000.




--------------------------------------------------------------------------------
Contact:
Integra LifeSciences Holdings Corporation
John B. Henneman, III, Senior Vice President
Chief Administrative Officer
[phone]
[e-mail]

John Bostjancic, Senior Director of Finance
[phone]
[e-mail]

[zenz69]

Jetzt hab ich aber auch die Schnauze voll, bei der ersten Erholung werde ich verkaufen. Seit einem Jahr seitwärts und dann innerhalb einer Stund 1/4 des Wertes verloren und das ganze ohne news.

[BugsBunny76]

@alle

Reichlich ruhig geworden hier um Iart, und der Kurs fällt wie ein Stein. Und das "nur" weil der Q1-Umsatz leicht unter Plan. Ist solch ein Abschlag gerechtfertigt, v.a.D. heisst es, dass das Jahresziel nach wie vor erreicht werden wird, Meinungen ???

Bugs

[BugsBunny76]

@alle

Hier nochmal der entsprechende Auszug:

Integra`s forward-looking earnings guidance remains unchanged. With an improved gross margin and continued control over operating expenses, the Company continues to expect that first quarter 2002 earnings will be within a range of $0.12 to $0.13 per share. The Company`s expectations for earnings per share for 2002 and 2003 remain unchanged. The Company expects full year 2002 earnings per share to be within a range of $0.56 to $0.59 and 2003 earnings per share to be within a range of $0.72 to $0.75.

Schulden haben sie jetzt auch keine mehr (nach der Kapitalerhöhung im August), aber der chart sieht natürlich furchtbar aus.

Aber langfristig ???

Bugs

[Ant@res]

Bin schon seit längerem nicht mehr in dieser Aktie investiert (Ausstiegszeitpunkt ist in diesem Thread festgehalten), nach dem jetzigen Kursrückgang ist die Aktie aber wieder in meine Watchlist gerückt.

Innerhalb des Biotechsegmentes, in dem ich z.Z. aber nicht investiert bin, ist IART aber nur auf Rang 3 meiner Watchlist. Am interessantest halte ich derzeit SFCC, die für anderen Biotechs und Pharmas die klinischen Phasen übernehmen (KGV < 20, Wachstum >30; mehr im Thread Vermischtes in der Ex-Sac-Abteilung) und TRPS (Chemieinformatik).

Für den unwahrscheinlichen Fall, dass IART wieder auf 16 Dollar oder weniger zurückfallen sollte, werde ich einen Kauf ersthaft in Erwägung ziehen.

Grüße, Micha

[BugsBunny76]

@Ant@res

Kannst Du Dir den Verfall erklären, hört sich doch alles garnicht so schlecht an.

Bugs

[Ant@res]

Das ganze Biotechsegement ist z.Z. sehr schwach. In den letzten 3-5 Monaten ist der Biotechindex um rund 300 Punkte bzw. 40 Prozent eingebrochen. Ich denke, sowas geht auch nicht ganz spurlos an einer IART vorrüber. Die Einzelheiten von IART verfolge ich gegenwärtig auch nicht, da ich nicht investiert bin. Werde mich in den nächsten Tagen mit SFCC eindecken, die Zahlen sehen gut aus und haben durch die jüngste Übernahme noch Luft nach oben + recht hoher Cash-Anteil. Hab mir vorhin die CC angehört, alles in allem macht das U. einen ziemlich guten Eindruck bei niedrigere Bewertung im Vgl. zu SFCC und ähnlichem Wachstum.

[BugsBunny76]

Hey Ant@res,

danke für Deine Meinung, habe leider nicht geschafft die CC mir anzuhören, was haben die über die Zukunffsaussichten so gesagt ???

Dass "die ganze Branche ganz schön gebeutelt wird" klar, dass sich Iart dem nicht unbedingt entzeiehen kann. Allerdings waren die bis zum rapiden Verfall ganz gut abgekoppelt vom Gesamtmarkt.

Aber das Konzept stimmt meiner Meinung nach, Produkte werden von der FDA zugelassen, die sind schuldenfrei, die Wachstumsraten sind super und das KGV liegt bei ca. 35 dieses Jahr, was auch akzeptabel ist denke ich. Negativ stimmen mich allerdings die massiven Insiderverkäufe.

SFCC muss ich mir auch mal anschauen.

Heute sind ja die offiziellen Zahlen rausgekommen, wen es interessiert nachfolgend die Meldung:

Integra LifeSciences (ticker: IART, exchange: NASDAQ) News Release - 8-May-2002


--------------------------------------------------------------------------------
Integra LifeSciences Reports First Quarter Earnings Per Share of $0.13 on Record Revenues of $25.9 Million

PLAINSBORO, N.J., May 8, 2002 (PRIMEZONE) -- Integra LifeSciences Holdings Corporation (Nasdaq: IART) today reported record revenues of $25.9 million and net income of $0.13 per share for the quarter ended March 31, 2002. Total revenues increased $4.2 million to $25.9 million, a 20% increase over the first quarter of 2001. Revenue growth was led by a $4.1 million increase in product sales to $24.4 million, a 20% increase over the prior year quarter. The growth in product sales was primarily related to a $4.0 million increase in Integra NeuroSciences division product sales, a 25% improvement over the first quarter of 2001. This increase reflected $2.0 million in sales of products acquired since the end of the first quarter of 2001 and continued strength in the DuraGen(R) product line. Other revenues for the first quarter of 2002 include a $0.5 million event payment from the Ethicon division of Johnson & Johnson for the achievement of a clinical and regulatory objective for the INTEGRA(R) Dermal Regeneration Template.
``Overall, I am very pleased with our performance this quarter,`` said Stuart M. Essig, Integra`s President and Chief Executive Officer. ``The 20% increase in product sales is in line with our stated product sales growth objective of approximately 18% to 20% per annum through 2003. Our earnings of $0.13 per share were at the high end of our expectations and $0.01 per share above the analyst consensus estimates. In the Integra NeuroSciences division, we are on track to meet our goal of adding a total of 19 neurospecialists in 2002, with 52 of 63 territories now filled in our domestic sales force. Additionally, we received FDA 510(k) clearance in March to market a tunneled catheter for the LICOX(R) system.``

Net income for the first quarter of 2002 was $4.1 million, or $0.13 per share, as compared to net income of $2.0 million, or $0.07 per share, reported in the prior year`s first quarter. Net income improved primarily as a result of the increase in revenues and a three percentage point improvement in consolidated gross margin on product sales to 61% in the first quarter of 2002. The Company has a stated gross margin target of 60% for the full year 2002 and 63% for the full year 2003.

Offsetting the improved gross margin results was an increase in the Company`s effective tax rate from 11% in the first quarter of 2001 to a 35% rate recorded in 2002. The effective rate for the first quarter of 2001 reflects the utilization of the Company`s net operating loss carryforwards during the period. In the fourth quarter of 2001, the Company reversed a portion of the valuation allowance recorded against the deferred tax assets related to these net operating loss carryforwards, which is expected to result in an ongoing effective tax rate of 35%. The Company`s actual cash tax rate is expected to be in the 6% to 8% range in 2002. Had the Company`s effective tax rate been 35% in 2001, reported earnings would have been $0.05 per share in the first quarter of 2001.

Bugs

[BugsBunny76]

@Ant@res

Habe mir SFFC mal angeschaut, vom Wachstum her sieht es ja wirklich nicht schlecht aus. Aber der chart ist spätestens seit gestern im Eimer (hatten ja einen schönen Aufwärtstrend).

Übrigens, die IART-Vorstellung im Rahmen des Deutsche Bank Kongresses (vom 9.April) gibt einen sehr guten Überblick über Integra Lifesciences, dauert 19:35 Minuten auf Englisch. Einfach auf die Homepage http://www.integra-ls.com. CC hört sich auch ganz gut an.

Bugs

[Ant@res]

Eine Korrektur zum letzten Posting - hab mich im Eifer des Gefechts einmal die Kürzel IART und SFCC vertauscht. Wollte sagen: Habe CC von SFCC angehört und finde SFCC besser bewertet als IART.

Zu den Aussichten, die SFCC in der CC gegeben hat verweise ich auf den Thread "Vermischtes" in der Ex-Sac-Zone. Will hier nicht mehr länger über SFCC reden, da der Thread schließlich für IART bestimmt ist.

Grüße, Micha