Millenium Pharmaceuticals-wohin geht die reise? - 500 Beiträge pro Seite

[bigguru]

HI Leute!

ich wollte mal von euch wissen wo ihr den kurzfristigen trend von millenium seht!wenn der markt steigt,steigt sie nicht mit,fällt er,fällt er überproportional!droht den biotechs dasselbe schicksal wie den hightechs?bitte um eure meinungen!mir scheint als ob sie die range zwischen 27 und 32 $ nicht verlassen kann!

michael

[bigguru]

keine meinung zu solch einer aktie?

[priestbroker]

hi bigguru,

sollte mlnm unter die 29 dollar marke fallen, besteht weiteres
potential nach unten.

imho
gruß

[Bombenleger]

Die Pipeline von MLNM ist nicht schlecht,da aber die zur Zeit
Entwickelnden Medikamente erst in den Testphasen 1 und 2
stehen halte ich MLNM für nicht interessant.Außerdem fallen
die meisten Medikamente in der Phase 2 durch.Es könnte also
auch den einen oder anderen Rückschlag geben.

[greenhorn1998]

Das ist richtig. Auf der anderen Seite hat Millennium eine ganze Menge Wirkstoffe in der Pipeline, ein Rückschlag wäre zu verkraften. Langfristig gehört MLNM zu den besten Adressen im Biotech-Sektor, mit Campath hat das Unternehmen bewiesen, dass es ein Wirkstoff bis zur Marktreife bringen kann. Kurzfristig sind mit Sicherheit zur Zeit andere Unternehmen interessanter: Aviron (FluMist wird mit Sicherheit kommen und immer noch genug Geld in die Kassen spülen) oder Imclone.

Nur meine Meinung.
Gruß, greenhorn

[bigguru]

danke an alle die geantwortet haben!denkt ihr auf sicht von 5 jahren: gibts die aktie noch,und wenn ja, wo könnte sie dann stehen?

2. welche anderen soliden biotechs gefallen euch?(eventuell mit limit)

danke

[Archmago]

@ bigguru

Vorweg muß ich sagen, daß ich deine Beobachtungen nicht teile.
Mlnm hat sich in den letzten 4 Monaten sogar recht eng am
Markt bewegt, wie die meisten Bios. Und das ist eher
ungewöhnlich. Jedoch sind die meisten Bios volatiler als
andere Dow oder Nasdaq-Werte, deshalb kann man so schön mit
ihnen traden.

Mlnm wird sich m. M. nach in den nächsten Monaten seitwärts
bewegen, min 25$, max 45$ und das ist eine weite Spanne.
Dazwischen gilt es gut zu traden. Der große Vorteil von Mlnm
ist, daß Mlnm einige schöne Unterstützungen aufgebaut hat.
Ein Boden(Doppeltief) bei ca 24$ im März/April und jetzt das
Doppeltief im Juli bei ca. 27$. Das ist doch viel wert!

Fundamental ist da Campath zu nennen (siehe Greenhorn) und
außerdem unglaublich viel Geld, das Mlnm zur Forschung zur
Verfügung steht, sowie die Pipeline deren Wert schwer zu
schätzen ist. Diese drei Komponenten sichern m.M. Mlnm
nach unten ganz gut ab. Genau wie die Charts.

Umgekehrt glaube ich aber auch nicht, daß Mlnm in naher
Zukunft zum Reißer wird und dreistellig wird. Dazu fehlt
zur Zeit die Phantasie, denke ich. Aber zum traden ist Mlnm
gut geeignet. Einige Stücke habe ich auch schon lange im Depot
und lasse sie dort lange liegen.

Gruß, Archmago

P.S. Alles subjektive Meinung, keine Kauf- oder Verkaufsempfehlung,
morgen sieht die Welt ganz anders aus!! Gruß, und gutes Gelingen
allen (haben wir an der Nassi den Abwärtstrend gestern geknackt?)

[bigguru]

Wo würdest du denn ein stoploss in euro ansetzen?bei ca.30,50,also bei 3%-tigem unterschreiten der 27$-Marke?und wo ist denn nach oben erstmal der deckel drauf?

[bigguru]

ILEX Oncology Reports Second Quarter Results
WEDNESDAY, AUGUST 01, 2001 7:01 AM
- BusinessWire

SAN ANTONIO, Aug 1, 2001 (BW HealthWire) --

-- MabCampath(tm) Approved in Europe
-- ILX-651 and NM-3 Enter the Clinic in United States

ILEX(tm) Oncology Inc. (Nasdaq:ILXO) today reported operating highlights and financial results for the quarter ended June 30, 2001.

Net loss for the second quarter was $13.3 million, a loss of $0.50 per share. That compares to a net loss of $4.5 million, or $0.18 per share, in the second quarter of 2000. The majority of this $8.8 million year-over-year increase was due to planned investments for product license fees and increases in research and development spending.

As of June 30, 2001, ILEX had approximately $177 million in cash and marketable securities.

The second quarter loss of $13.3 million compares favorably to the company`s anticipated loss for the quarter of approximately $15 million. This positive variance was created primarily by favorable financial results of the company`s Campath(R) joint venture.

Campath(R) Approved and Launched in United States
"In addition to beating financial expectations, the second quarter marked what was undoubtedly the most significant turning point in our seven-year history with the U.S. regulatory approval and marketing launch of Campath(R)," said President and Chief Executive Officer Richard Love.

"Achievement of this important milestone puts ILEX into a select group of some 40 biotechnology companies with marketed products out of more than 1,000 biotech companies overall. Launching our first product moves us a major step closer to our goal of becoming a leading oncology pharmaceutical company. Shortly after the quarter ended, we also received marketing approval for MabCampath(tm) in Europe, where we expect sales to begin in the third quarter."

Commenting on commercialization of Campath(R) in the United States, Love said, "We are very pleased by the oncology community`s awareness and adoption of Campath(R) since its launch in late May. Net U.S. sales for the first five weeks ended June 30, including initial stocking by wholesalers, have been in line with our expectations at approximately $5.3 million.

"Campath(R) is on track to meet projected 2001 net sales of $20 to $25 million, and we expect our joint venture with Millennium to show a profit for the year -- in the range of $1 million to $1.5 million for ILEX. We are proud to have played a key role in the clinical development and approval of this new agent."

Campath(R)(alemtuzumab), a humanized monoclonal antibody, was approved by the U.S. Food and Drug Administration (FDA) May 7 for patients with B-cell chronic lymphocytic leukemia (B-CLL) who have been treated with alkylating agents and have failed fludarabine therapy. Campath(R) was developed by Millennium & ILEX Partners L.P., a 50/50 joint venture of ILEX and Millennium Pharmaceuticals Inc. (Nasdaq:MLNM). Campath(R) is marketed in the United States by Berlex Laboratories Inc., the U.S. affiliate of Schering AG, Germany (NYSE:SHR).

MabCampath(tm) Approved in Europe
In early July, MabCampath(tm) (as Campath(R) is named in Europe) was approved by the European Commission, clearing the way for sales to begin in the 15 member states of the European Union (EU). In Europe, pricing and reimbursement policy must be set by local authorities before sales can begin in each country. MabCampath is marketed in Europe by Schering AG. Sales within the EU are expected to start in the third quarter.

Going forward, ILEX expects to report quarterly sales of Campath(R) and MabCampath(tm) on a global basis.

Campath(R) Post-Marketing Trials Being Initiated
ILEX and its partners are initiating a Phase III confirmatory study of Campath(R) versus chlorambucil, a standard frontline treatment, for previously untreated CLL patients whose disease is progressing. The randomized, open label, comparative trial will further examine Campath(R)`s safety and efficacy in 284 CLL patients in the United States and Europe.

Additionally, ILEX and its partners are working to expand the market potential for Campath(R) by supporting numerous clinical studies in other hematologic malignancies and transplant regimens. The partnership intends to work out a development strategy for Campath(R) in multiple sclerosis by year-end.

ILEX Pipeline Products Continue to Progress
-- An independent Data Safety Monitoring Board reviewed interim
data in July from the Company`s Phase III randomized,
placebo-controlled trial of eflornithine in superficial
bladder cancer and recommended that the study continue as
planned. The board informed the Company that at this stage of
the trial, where there have been 70 recurrences of disease,
there is no significant statistical difference between the
eflornithine arm and the placebo arm when it comes to safety.
Efficacy data was not released by the board. ILEX is
continuing the trial and expects to meet its accrual target of
450 patients by the end of 2001.
-- Patient enrollment got under way in the second quarter in
U.S.-based Phase I clinical trials of both ILX-651 and NM-3,
novel anti-cancer compounds with targeted mechanisms of
action.
-- NM-3 was featured in a presentation by Surender M. Kharbanda,
Ph.D., of the ILEX Products Research Division at the 2nd
Annual International Anti-Cancer Drug Discovery and
Development Summit in Princeton, N.J., in June. The ILEX
compound was one of four advances in anti-angiogenesis therapy
included on the summit program.
-- Study results published in June in the Journal of Biological
Chemistry`s "Papers in Press" identified for the first time
linear short peptide sequences derived from tumstatin, one of
ILEX`s leading natural extracellular matrix-derived
angiogenesis inhibitor candidates among several being
researched. The study was conducted by Raghu Kalluri, Ph.D.,
and his laboratory at Beth Israel Deaconess Medical Center and
Harvard Medical School in collaboration with scientists at
ILEX`s Boston laboratory.
Rights to MUC1 Protein Licensed From Dana-Farber

In July, ILEX entered a worldwide, exclusive license agreement with the Dana-Farber Cancer Institute, Harvard Medical School, for patent rights (both issued and pending) and technology related to the MUC1 protein, a cytokine-like receptor that is overexpressed by most human cancers.

The license grants ILEX the rights to identify, develop and commercialize protein/peptide-based products and small molecule compounds that target the MUC1 protein or other MUC1-mediated cellular events for the diagnosis, prognosis, therapy and prevention of cancer in humans or animals.

2001 Financial Guidance
The Company today reiterated its financial guidance on net operating losses, excluding in-process research and development expense, at $7 to $8 million for the third quarter of 2001 and $6 to $7 million for the fourth quarter. For the full year 2001, ILEX is maintaining its guidance on net operating losses at $35 to $38 million.

This full-year guidance includes anticipated positive results for the Campath joint venture, expected to range between $1 and $1.5 million for ILEX. This guidance does not take into account any potential acquisitions, divestitures, mergers, licenses or other strategic initiatives that may materially change the Company`s structure, business or projections.

Second Quarter Conference Call
ILEX management will host a conference call at 11:00 a.m. Eastern Time on Wednesday, Aug. 1, 2001, to review the Company`s second quarter results and the financial outlook for the remainder of the year. The call can be accessed live from the Investors section of the ILEX Web site at www.ilexonc.com. A replay of the call will also be available at the same address starting approximately two hours following the live call and continuing for at least three days.

About ILEX
Founded in 1994 as an oncology drug development company, ILEX Oncology Inc. is strategically positioned to become a leading oncology-focused pharmaceutical company. Based in San Antonio, Texas, ILEX has a marketed product, Campath(R) in the United States and MabCampath(tm) in the European Union, and is advancing a deep pipeline of anti-cancer compounds focused on the treatment of both advanced and early disease. The pipeline comprises multiple technologies at all stages of clinical development, including apoptosis-inducing agents, cytotoxic compounds with novel mechanisms of action, angiogenesis inhibitors and chemoprevention agents. ILEX maintains one of the biopharmaceutical industry`s most experienced in-house development organizations for oncology drugs, with locations in San Antonio, Annapolis, Md., and the United Kingdom. ILEX also conducts drug discovery research in angiogenesis inhibition, medicinal chemistry and nuclear receptor biology from its laboratories in Boston and Geneva, Switzerland. Further information about ILEX can be found on the company`s Web site at www.ilexonc.com.

Certain statements contained herein are "forward-looking" statements (as such term is defined in the Private Securities Litigation Reform Act of 1995). Because these statements include risks and uncertainties, actual results may differ materially from those expressed or implied by such forward-looking statements. Specifically, factors that could cause actual results to differ materially from those expressed or implied by such forward-looking statements include, but are not limited to: risks associated with preclinical and clinical developments in the biopharmaceutical industry in general and in ILEX`s compounds under development in particular; market acceptance of Campath; the potential failure of the Company`s compounds under development to prove safe and effective for treatment of disease; uncertainties inherent in the early stage of the Company`s compounds under development; failure to successfully implement or complete clinical trials; failure to receive marketing clearance from regulatory agencies for our compounds under development; acquisitions, divestitures, mergers, licenses or strategic initiatives that change the Company`s business, structure or projections; the ability of the Company to predict its future expenses and capital needs; the development of competing products; uncertainties related to the Company`s dependence on third parties and partners; and those risks described in the Company`s Form S-3 filed May 1, 2001, as amended (Commission file No. 333-59954) and the Company`s Annual Report on Form 10-K for the year ended Dec. 31, 2000, and in other filings made by the Company with the SEC. The Company disclaims any obligation to update these forward-looking statements.

ILEX ONCOLOGY INC.
CONSOLIDATED CONDENSED BALANCE SHEET
(In Thousands)
June 30,
2001
----
(Unaudited)
ASSETS
Cash and marketable securities $176,805
Receivables, net 10,676
Prepaid expenses and other current assets 2,064
Investment in and advances
to joint ventures and affiliates (3,228)
Other non-current assets 537
Property and equipment, net
of accumulated depreciation 6,633
--------
TOTAL ASSETS $193,487
========
LIABILITIES AND STOCKHOLDERS` EQUITY
Current liabilities $ 21,283
Long-term liabilities 2,781
Stockholders` equity 169,423
TOTAL LIABILITIES AND STOCKHOLDERS` EQUITY $193,487
========
ILEX ONCOLOGY INC.
CONSOLIDATED STATEMENT OF OPERATIONS
(In Thousands, Except Per Share Amounts) (Unaudited)
Three Months Ended Six Months Ended
June 30, June 30,
-------- --------
2001 2000 2001 2000
---- ---- ---- ----
REVENUE:
Product development $ 846 $ 621 $ 1,526 $ 1,659
Contract research services 6,165 6,908 11,793 12,484
-------- -------- -------- --------
Total revenue 7,011 7,529 13,319 14,143
-------- -------- -------- --------
OPERATING EXPENSES:
Research and
development costs 8,962 6,790 16,384 12,104
Licensing costs 6,897 25 8,184 50
CRO costs 3,811 5,636 8,479 10,741
General and administrative 3,414 1,365 5,742 2,304
In-process research
and development -- -- 21,112 --
-------- -------- -------- --------
Total operating expenses 23,084 13,816 59,901 25,199
-------- -------- -------- --------
OPERATING LOSS (16,073) (6,287) (46,582) (11,056)
-------- -------- -------- --------
OTHER INCOME (EXPENSE):
Equity in income (losses)
of research and
development partnership 660 (1,450) (501) (1,411)
Interest income and
other, net 2,161 3,316 5,381 4,832
Minority interest in loss
of consolidated subsidiary -- (75) -- (150)
-------- -------- -------- --------
LOSS BEFORE INCOME TAXES (13,252) (4,496) (41,702) (7,785)
Provision for foreign
income taxes 29 48 29 143
-------- -------- -------- --------
NET LOSS $(13,281) $ (4,544) $(41,731) $ (7,928)
======== ======== ======== ========
BASIC & DILUTED
NET LOSS PER SHARE $ (0.50) $ (0.18) $ (1.59) $ (0.34)
======== ======== ======== ========
WEIGHTED AVERAGE NUMBER
OF SHARES OF COMMON
STOCK OUTSTANDING 26,375 24,825 26,230 23,432

CONTACT: ILEX Oncology Inc., San Antonio
Investor Relations:
Ann Stevens, 210/949-8230
[e-mail]
or
Public Relations:
Jill Scoggins, 210/949-8687 or 210/391-5592
[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.

KEYWORD: TEXAS NEW JERSEY MASSACHUSETTS MARYLAND SWITZERLAND
INDUSTRY KEYWORD: MEDICAL
BIOTECHNOLOGY
PHARMACEUTICAL
MANUFACTURING
EARNINGS
CONFERENCE
CALLS
SOURCE:
ILEX
Oncology
Inc.





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[Archmago]

Hi!

In Euro kann ich keinen SL angeben, da der Euro ja selbst stark schwankt!
(Der Kurs wird nun mal in Amiland gemacht.)
In letzter Zeit ist der Euro ja wieder gestiegen, was den Wert der
Mlnm-Aktien leider mindert!

Ein SL müßte also recht häufig angepaßt werden.

Solange der Boden vom März/April (ca. 24$ also ca. 27/28 Euro hält,
ist alles in Ordnung.

Charttechnisch müßten die Bios eigentlich jetzt recht stark nach oben drehen, aber
leider wird seit einigen Tagen geschwächelt. Hat das mit
der Entscheidung von Bush zu tun? (Verbot von Klonen von Embryonen)
Da werden dann schnell ALLE Bios über einen Kamm geschert.
ICh bin über die kurzfristige Entwicklung von Mlnm wirklich unsicher.
Wie gesagt, aus charttechnischer Sicht ist der Abwärtstrend,
den wir seit Mai hatten, gebrochen. Jetzt haben wir einen Keil,
der spitz zuläuft und bald ausbricht. Leider drückt er
etwas kräftiger nach unten, was durch die relative Schwäche der Bios
gegenüber der Nasdaq noch bekräftigt wird.

Ich bleibe jedenfalls drin.

Gruß,

Archmago

[Skorpy]

hy Leute
sieht so aus als wie das schwächeln
der Bios heute weitergeht ..

Gruß Skorpy

[Pitu]

echt?

[kragen]

bin heute raus aus mlnm.
wünsche euch noch viel glück damit.
meiner meinung nach haben andere werte bessere zukunftschancen.

gruss kragen

[bigguru]

zukunftschancen hat meiner meinung nach die besseren mlnm, nur kurzfristig könnte man überlegen raus zu gehen,wenn überhaupt!
Mein KZ für ende 2001 : 50 euro

[Wuscher]

moin moin
nicht ein stück werde ich von millennium her geben

[Skorpy]

Hy Leute
und das schwächeln der Bios geht weiter ..

Gruß Skorpy

[Pitu]

wo denn?
mein ganzes biotech-depot außer mlnm und stemcells ist in usa im plus!
(amgn, enzn, gild, idph, pdli)

[Pitu]

BIOTECHNOLOGY INDEX

523,97
+1,96
(+0,38%)

[bigguru]

Ich mache mir schon so meine gedanken in bezuzg auf mlnm, deswegen bin ich heute auch raus!fast alle bios profitieren bis auf mlnm, und bei schwachem marktumfeld fällt sie auch noch überproportional!cih denke man bekommt sie in naher zukunft auch noch billiger!

gruß,michael

[Skorpy]

@pitu

Nasdaq Bio Index
853,00
-7,73
0,90%
meine Bios sind im Minus
Mdrx.Millnm.usw....

Gruß Skorpy

[windelwinni]

Hallo!

Habe vor wenigen Minuten eine eMail erhalten von:

press release IRBOARD: MillenniumPharmaceuticals, Inc.

Hier der Wortlaut und der Link - mit dem man auf eine
Seite mit irgendeinem Dokument kommt.

Wer weiß, was da so wichtig ist?

Millennium Pharmaceuticals SEC FILINGS ALERT

A Form 10-Q regarding Millennium Pharmaceuticals has been filed with the United
States Securities and Exchange Commission.

Click on the following hyperlink to view this filing:
http://ir.ccbn.com/ir.zhtml?t=MLNM&s=800

Please Note: The hyperlink for the filing may not retrieve the filing if
the address extends to more than one line. If this should occur, please
copy the full text of the address for the filing into the address box in
your web browser.

[Pitu]

@skorpy

BIOTECHNOLOGY INDEX
526,06
+4,05 (+0,78%)

[Skorpy]

@pitu
knapp aber doch
die Frage ist nur wie
es jetzt weitergeht

Gruß Skorpy