Diversa explodiert nach absoluter Hammermeldung!!!! - 500 Beiträge pro Seite

[Zocker02]

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[Blaidd]

Hallo Zocker02,

schön, daß es außer mir noch andere gibt, die Diversa beobachten. Ich bin seit einigen Tagen investiert, nachdem ich den Wert etwas unter die Lupe genommen habe. da es anscheinend noch andere potenzielle Interessenten gibt poste ich hier noch einmal die Quartalsmeldung von DVSA für 1/2000:

SAN DIEGO, April 24 /PRNewswire/ -- Diversa Corporation (Nasdaq: DVSA) today reported revenues of 4,406,000 for the quarter ended March 31, 2000, up 688 from revenues of 559,000 for the first quarter of 1999. Net loss before preferred dividends for the quarter was 5,687,000, or 0.19 per share on a pro forma basis, compared to 3,120,000, or 0.13 per share on a pro forma basis, for the first quarter of 1999. Excluding the effect of non-cash, stock-based compensation charges of 5,555,000, the net loss for the quarter was 133,000.

The increase in revenues resulted from several strategic collaboration agreements signed in 1999. In addition to the collaboration with Novartis Agribusiness Biotechnology Research, Inc. signed in January 1999, Diversa formed a contract joint venture with Novartis Seeds AG in December 1999. The first agreement is a multi-project research and product development alliance to generate new seed products to enhance crop production and provide crops with improved performance and quality output traits. The contract joint venture is a strategic collaboration between Diversa and Novartis to discover and optimize novel enzymes for use in animal feed additives and formulations. Novartis Seeds will also develop enhanced crops bearing genes identified by the joint venture. The joint venture will also pursue other products in the agricultural product processing field. Additionally, in July 1999, Diversa entered into a three-year, multi-project, research and license agreement with The Dow Chemical Company to develop novel enzymes for chemical processes on a reaction-exclusive basis. In addition to 27.4 million received from inception through March 31, 2000, our partners are also committed to fund at least 52.0 million under existing agreements through 2004, excluding milestone payments, license and commercialization fees and royalties or profit sharing.

Diversa`s total operating expenses for the quarter were 11,432,000, including 5,555,000 in amortization of deferred compensation and other non-cash compensation. This compared to 3,736,000 in total operating expenses, including 511,000 in amortization of deferred compensation for the first quarter of 1999. Research and development expenses were 4,574,000 for the quarter, compared to 2,197,000 for the first quarter of 1999. The increase in research and development expenses resulted from expansion in the company`s collaborations and acceleration of internal product development.

In February 2000, Diversa completed its initial public offering, resulting in gross proceeds of 200.1 million. At March 31, 2000, the company had cash, cash equivalents, and short-term investments totaling 202.7 million.

"Our revenues for the first quarter reflect the significant new collaborations initiated in 1999," stated Jay M. Short, Ph.D., President and Chief Executive Officer. "Our partnering progress, coupled with our successful IPO, allows us to accelerate investment in our internal products, our small molecule drug discovery and human protein therapeutic program and our host-cell optimization technologies. In addition to our financial success in the first quarter, we were issued two key technology patents. These patents further strengthen our leadership position in microbial gene discovery and gene evolution."

Diversa Corporation is a global leader in developing and applying proprietary technologies to discover and evolve novel genes and gene pathways from diverse environmental sources. The company is utilizing its fully integrated approach to develop novel enzymes and other biologically active compounds. Diversa`s proprietary evolution technologies facilitate the optimization of genes found in nature to enable product solutions for the agricultural, chemical processing, industrial and pharmaceutical markets. Within these broad markets the company is targeting key multi-billion dollar market segments where the company believes its technologies and products will create high value and competitive advantages for strategic partners and customers. Diversa`s strategic partners are market leaders and include Novartis Seeds AG, Novartis Agribusiness Biotechnology Research, Inc., The Dow Chemical Company, Aventis Animal Nutrition S.A. and Finnfeeds International Limited.

Statements in this press release that are not strictly historical are "forward-looking" and involve a high degree of risk and uncertainty. Such statements are only predictions and the actual events or results may differ materially from those projected in such forward-looking statements. Factors that could cause or contribute to differences include, but are not limited to, risks involved with the company`s new and uncertain technologies, risks associated with the company`s dependence on patents and proprietary rights, risks associated with the company`s protection and enforcement of its patents and proprietary rights and the company`s dependence on existing strategic alliances and the development or availability of competitive products or technologies. These factors and others are more fully described in the company`s Registration Statement on Form S-1, as filed with the Securities and Exchange Commission.

Selected Financial Information
Condensed Statements of Operations
(unaudited in thousands, except per share amounts) Three Months
Ended March 31,
2000 1999 Revenues:
Collaborative revenue $4,064 $432
Grant and product revenue 342 127
Total revenues 4,406 559 Expenses:
Research and development 4,574 2,197
Selling, general and administrative 1,303 1,028
Non-cash, stock-based compensation 5,555 511
Total operating expenses 11,432 3,736 Loss from operations (7,026) (3,177) Interest and other income, net 1,414 57 Loss before income taxes (5,612) (3,120) Provision for income tax 75 -- Net loss before preferred dividends (1) ($5,687) ($3,120) Dividends on preferred stock 310 -- Net loss applicable to common shares ($5,997) ($3,120) Basic and diluted net loss per common share ($0.32) ($1.68) Weighted average shares used in computing
basic and diluted loss before preferred
dividends per common share 18,979 1,857 Pro forma basic and diluted net loss
before preferred dividends
per common share ($0.19) ($0.13) Weighted average shares used in computing
pro forma basic and diluted
loss per common share 29,978(2) 24,691(2) Net loss before preferred
dividends excluding non-cash,
stock-based compensation ($133) ($2,609)
Pro forma basic and diluted
loss before preferred dividends
per common share excluding non-cash,
stock-based compensation ($0.00) ($0.11)
(1) The dividends were paid in common shares upon completion of the
company`s initial public offering in February 2000, and the preferred
shares converted into common, therefore the dividends will not repeat in
future quarters.
(2) Weighted average shares used in computing pro forma basic and diluted
net loss per common share assume the conversion of all redeemable
convertible preferred stock.
Condensed Balance Sheet
(in thousands) March 31, December 31,
2000 1999
(unaudited)
Cash and cash equivalents and
short term investments $202,660 $5,147
Other current assets 2,324 16,167
Property and equipment, net 4,861 3,096
Other assets 6,778 6,662
Total assets $216,623 $31,072
Current liabilities $7,218 $7,413
Long-term liabilities 18,651 18,069
Stockholder`s equity 190,754 5,590
Total liabilities and
stockholder`s equity $216,623 $31,072
SOURCE Diversa Corporation

Interessant sehe ich zum einen das Ergebniswachstum von 600+% im Verleich zum Vorjahrsquartal uns zum anderen woher dieses Geld stammt. Nämlich aus strategischen Allianzen mit Firmen wie Novartis, Dow Chemical und Aventis. D.h. diese Firmen pumpen Geld in DVSA (Warum wohl? - Sicherlich nicht aus Großzügigkeit).
Ein weiteres interessantes Faktum sind die enormen Kapitalreseven von DVSA. Der Börsengang brachte $200M Cash. Die wollen zwar einerseits gut verwendet sein, bedeuten andererseits allerdings auch ein gesundes Polster.

Ein paar Analystenschätzungen:

Robert Olan, Analyst von Chase H&Q, schätzt einen Einkommensanstieg von $275.000 in 2000 auf $50M in 2004. Hierin sind die Einkünfte aus Strategischen Abkommen nicht enthalten, diese sollen 2004 etwa weitere $57M betragen.

Deutsche Banc Alex. Brown: Kursziel auf 12 Monate $157, bei einem geschätzten Einkommen von $35,2M in 2001.

Good Luck
Blaidd

[August Smiesl]

Diese Aktie ist Gott. Heute mit 40 % im Plus. Nachdem
Norvatis Finanzspritzen in Milliardenhöhe angekündigt haben
auch kein Wunder . Gary Rosenberg von Credit Suisse veranschlagt
das Kursziel auf sagenhafte 210 Dollar.

[Karl Salinger]

Habe ich auch gelesen, zumindest so ähnlich.
Auf jeden Fall ist mit Diversa in den nächsten 3 Wochen
zu rechnen. Ich denke, die gehn bis auf 100 Dollar.
Habe mich an der Nasdaq mit 500 Stück zu 18,5 Dollar
eingedeckt. Ich komme gleich...

[buwack2]

Habe mich auch am Donnerstag für 25 Dollar eingedeckt.
Wenn die sich in der Woche dann verdoppelt haben glaube
ich hole ich mir einen Porsche.