Unentdeckte, kleine Biotechs mit Explosionschancen! - 500 Beiträge pro Seite

[epicuraul]

eigenes research ist wohl leider (noch/ wieder?) mangelware hier an board, aber da man ab und zu auch mal einen blick über den (aktionärs-) tellerrand sollte, hier ein paar kleine werte für die watchlist:

avanir ph. (avn)
Avanir Pharmaceuticals is a development stage company organized to discover, develop and market novel therapeutic products to treat human diseases. Docosanol 10% cream is the Company`s lead therapeutic product that it has been developing for over eight years. Docosanol 10% cream is a topical treatment for oral-facial herpes, which is more commonly known as cold sores or fever blisters. The Company has been engaged in earlier stages of research and/or development of several other potential therapeutic products, including new drugs for the possible treatment of allergies, asthma, and inflammatory diseases.

mk: 440 mio $
umsatz: 1,2 mio$ (99: 0,13 mio$)
verlust: 8,1 mio$ (99: 6,8mio$)

pipeline:


chart:


homepage:
www.avanir.com

fazit: avanir steht mit hoher wahrscheinlichkeit kurz vor dem durchbruch.
der handel in d ist dünn, da die aktie noch nicht entdeckt wurde, trotzdem bietet sich für spekulativ eingestellte ein einstieg an. streng limitieren und mit stopp absichern!

gruß
epicuraul
(weitere folgen)

[m.lynched]

eine Anmerkung:

Die Kursexplosion Mitte August resultierte aus der Ankündigung, mit einer eigenen Technologie in das lukrative
Geschäft mit monoklonalen Antikörpern (--> Medarex, Abgenix, Morphosys...) einsteigen zu wollen. Wenn das
so hinhaut, wie es vom Markt zunächst einmal aufgenommen wurde, ist die Pipeline eher eine nette Zugabe...


Nachfolgend die Meldung:


Tuesday August 15, 10:00 am Eastern Time

Press Release

SOURCE: Avanir Pharmaceuticals

Avanir Pharmaceuticals to Commercialize Human Monoclonal Antibody
Technology

Subsidiary - Xenerex Biosciences - Formed to Exploit Platform Technology

SAN DIEGO, Aug. 15 /PRNewswire/ -- Avanir Pharmaceuticals (Amex: AVN - news), today announced the formation of Xenerex Biosciences, a wholly owned
subsidiary, to commercialize a platform technology to generate completely human antibodies for therapeutic and diagnostic applications. Xenerex plans to partner
with companies to generate completely human antibodies to their proprietary disease targets, as well as to produce monoclonal antibodies to its own targets. Avanir`s
vice president of commercial development, J. David Hansen, has been named president and chief operating officer of the new subsidiary.

``The creation of Xenerex allows us to focus on the development and commercialization of our antibody technology with the objective of increasing shareholder
value,`` said Gerald J. Yakatan, Ph.D., president and chief executive officer of Avanir Pharmaceuticals. ``We expect Xenerex to play an important role in the future
growth of Avanir.``

The Xenerex technology produces human monoclonal antibodies indistinguishable from antibodies isolated directly from humans. What differentiates the Xenerex
technology from other methods used to generate human antibodies is its ability to utilize human immune system cells to generate human antibodies in a mouse
deficient in its own immune system. The platform technology makes use of many unique in-vivo cellular interactions in the human immune system that result in
antibodies of high specificity and affinity.

``We believe our technology may have inherent advantages that could allow us to compete effectively with other human antibody generation technologies that have
already shown significant commercial potential,`` said J. David Hansen. ``Using human cells to produce human antibodies may have advantages over other mouse
antibody generation technologies, because our technology makes available all the genetic information for the entire library of antibodies. The Xenerex model is also
unique in that it allows for the inclusion of genetic information from multiple individuals, thus, maximizing genetic diversity in the antibody generation effort. This is in
contrast to the transgenic mouse model currently used by two other companies, that has used only a subset of genetic information from a single genetic configuration.

``Collaborating with companies to generate human antibodies to their proprietary disease targets is one of Xenerex`s highest priorities,`` Mr. Hansen continued. ``We
also intend to establish partnerships with companies in both the genomics and proteomics areas. There are literally thousands of new targets being identified by
companies involved in this effort and many of these targets will use monoclonal antibodies as the first approach to developing diagnostic or therapeutic applications.``

Xenerex Biosciences`s intellectual property platform resides in a series of patents to generate completely human antibodies of high affinity and specificity to a wide
array of antigenic disease targets or human proteins. The two original patents (U.S. patent 5,698,767 and U.S. patent 5,476,996) are based on the pioneering work
of Donald Mosier, M.D., Ph.D. and current Member of the Department of Immunology at The Scripps Research Institute in La Jolla, California. These patents claim
the grafting of human lymphoid cells into Severe Combined Immmunodeficient (SCID) mice, for the purpose of studying various aspects of the human immune
system outside the human body as well as the generation of completely human antibodies. These patents were extended by U.S. Patent 5,958,765, based on the
work of Dr. Phillip Morrow, a founding scientist at Xenerex, and co-workers, that claim methods for generating human monoclonal antibodies using improved human
cell sources and immunization procedures.

``This is an optimal time for exploiting this particular platform technology,`` noted Mr. Hansen. ``The number and pace of therapeutic antibodies receiving FDA
approval has rapidly grown in the last three years, accounting for substantial worldwide sales. The market expects that companies with these types of technologies
will make significant contributions to the flow of new products from the biopharmaceutical industry over the next decade.``

To accelerate the start-up of the new company, Avanir has allocated facilities including laboratory and office space, scientists, management, infrastructure, and
financial support to Xenerex. On September 1, 2000, Avanir and Xenerex will move into new facilities that will allow Xenerex to begin operations.

Avanir Pharmaceuticals, a specialty pharmaceutical company, develops and commercializes novel therapeutic products for the treatment of chronic diseases.
Avanir`s lead product, docosanol 10% cream, was recently approved for marketing by the FDA. The company`s product development pipeline includes a recently
in-licensed drug product for the treatment of multiple central nervous system disorders, including emotional lability, neuropathic pain and chronic cough. Also, the
company has a drug discovery program in the advanced pre-clinical stage of development for the treatment of the underlying biological causes of allergy and asthma.

[...]

[epicuraul]

hier ein weiterer wert, der noch "schlummert", aber gerade aufwacht:

scios inc. (scio):
Scios, Inc. is a biopharmaceutical company that is engaged in the discovery, development, and commercialization of novel human therapeutics based upon its capabilities in both protein-based and small-molecule drug discovery and development.
Scios currently focuses its proprietary research and development efforts primarily in the areas of cardiorenal and inflammatory disorders, and Alzheimer`s disease.

The Company has research and development collaborations with Chiron Corporation, DuPont Pharmaceuticals Company, Eli Lilly and Company, GenVec, Inc., Kaken Pharmaceutical Co., Ltd. and Novo Nordisk A/S.

mk: 480mio$
umsatz: 30mio$ (99: 37mio$)
verlust: 30mio$ (99: 20mio$)

pipeline:


chart:


homepage:
www.sciosinc.com

news:
Scios Inc. (Nasdaq:SCIO) announced that it will present at the Prudential Vector Healthcare Conference in New York City at 9:30 AM (ET) on Wednesday, November 8, 2000. At this meeting, Scios management plans to outline the Company’s strategy and plan for 2001.

fazit: der charttechnische ausbruch ist gelungen, stehen gute news an, dann kann der wert explodieren! (einige scheinen schon mehr zu wissen und decken sich ein)
wer dabei sein will sollte zugreifen.
der handel in d ist mehr als spärlich, also entweder knallhart limitieren oder gleich in usa kaufen.
stopp nicht vergessen!

gruß
epicuraul

[ares233]

ich hab mir mal AVANIR PHARMACEUTICALS angeschaut.
das Einkommen ist in den letzten Jahren permanent zurückgegangen.

1996: 4,158,038
1997: 1,547,554
1998: 590,728
1999: 146,787

ich glaube nicht, dass das Unternehmen noch eine Zukunft hat, es sei denn es erreicht einen Durchbruch bei seiner Forschung. Es wäre dumm sich nur darauf zu verlassen.

[epicuraul]

schon mal was von keryx biopharmaceuticals gehört?
dann wirds aber zeit!

keryx bioph. (kerx):
Keryx Biopharmaeuticals uses data discovered through the mapping of the human genome to generate drug candidates that target the regulation of protein kinases.
Protein kinases play a key role in the way cells communicate. The Company`s KinAce platform has produced 13 lead compounds, eight of which have already produced positive results in animal (in vivo) tests.
In addition to developing drug candidates with its KinAce platform, the Company has obtained a license for sulodexide (KRX-101) and are developing it for the treatment of a kidney disease known as diabetic nephropathy.
To date, none of the Company`s drug candidates has received approval for sale in any market.

mk: 270mio$
umsätze: 0
verlust: 5,7mio$ (1,5mio$)

pipeline:
http://www.keryxbiopharm.com/dev_pipeline.htm
(ging leider nicht anders)

chart:


homepage:
http://www.keryxbiopharm.com/

fazit: die firma steht noch ganz, ganz am anfang, aber die pipeline erscheint interessant. hier wäre eine story, die man vom beginn an mit erleben kann.
ein engagement ist dadurch hochspekulativ aber nicht uninterssant.
(käufe lieber direkt in usa)

gruß
epicuraul

[puhvogel]

Zu SCLN: Da stehen demnächst Ergebnisse der Phase 3-Studie an. Die ist vergleichend mit bisherigen Standardtherapien, der Ausgang ist für mich persönlich ungewiß. Sollten die schlecht ausfallen, dann sollte man sich vorher mal den Chart von CNCT anschauen, denn dann werden beide ähnlich aussehen.
Sorry, aber Charttechnik darf man nicht auf diesen Wert anwenden, der wird demnächst News-getrieben sein
Nix für ungut

[epicuraul]

@puhvogel
danke für deine kritik. ich bin mir bewusst, dass gerade bei den biotechs charttechnik an ihre grenzen stößt.

allerdings weiß ich nicht, wie man sonst einen einigermaßen vernünftigen zugang zu angemessenen einstiegs und ausstiegskursen finden kann.

gruß
epicuraul

[puhvogel]

Eigentlich bin nicht so ein Fan von Chartechnik, obwohl ich sie in manchen Fällen wieder ganz nützlich finde und selber anwende.
Dennoch sollte jeder mit der Methode arbeiten, mit der er auch am besten umgehen kann.
Da die Chartechnik ja versucht Stimmungen zu erfassen, ist sie eigentlich sehr geeignet, um Biotech-Investments zu begleiten.
Im Biotech-Bereich hat man ja nur ein, zwei wichtige Meldungen pro Jahr, die wirklich kursrelevant sind.
Den Rest der Zeit wird der Kurs allein durch Stimmungen getrieben.
Wenn man diese Stimmungen mit der Chartechnik erfassen kann, und diese "Entscheidungstage", wo Nachrichten veröffentlicht werden, vermeidet, dürfte man damit eine exorbitante Performance erreichen können.
Oft, aber leider nicht immer, sind diese "Entscheidungstage" im voraus bekannt.
Bei Scios ist das der Fall gewesen:
http://biz.yahoo.com/prnews/001027/ca_scios_w.html
"In other news, Scios will announce the results of the VMAC Phase III clinical trial at the American Heart Association meeting on November 15, 2000. "
D.h. hier trommelt die Firma richtig, das sie demnächst die Daten veröffentlichen wird! Das führt in relativ guten Börsenphasen zu einem Anstieg des Kurses im Vorfeld der Ergebnisveröffentlichung.
Da die Börsenlage eher mau ist, rechnete ich nicht mit einem anstieg, bin aber eines besseren belehrt worden.
Aktuell überlege ich mir auch , ob bei CVTX momentan mehr Zocker oder Investoren in das Papier hineingehen. Da ich nach Veröffentlichung der Phase 3 -Daten in dies Papier einsteigen möchte, ist das zur Bestimmung des idealen Einstiegszeitpunktes essentiell.
Ein Schönes!!!
Ich schaue mit jetzt "Event Horizon" an

Der Puhvogel

[epicuraul]

danke für deinen interessanten beitrag, puhvogel!

weiter gehts:
corvas international (cvas)
Corvas International, Inc. is a clinical-stage biopharmaceutical firm engaged in the design and development of a new generation of therapeutic agents for cardiovascular, cancer, stroke and other major diseases.
Two of the Company`s drug candidates are in Phase II clinical trials. The Company`s drug candidates target major cardiovascular diseases such as heart attack, unstable angina, deep vein thrombosis and pulmonary embolism, as well as cancer and acute inflammation associated with reperfusion injury in ischemic stroke.
The Company has developed its portfolio of drug candidates by integrating in-depth knowledge of the biology of blood clot formation (thrombosis), inflammation and, more generally, tumor vascular biology with advanced and proprietary drug discovery and design technology.

partner ist schering-plough.

mk: 490mio$
umsatz: 5,3mio$ (99: 4,8mio$)
verlust: 7,6mio$ (99: 10mio$)

pipeline:


chart:


homepage:
http://www.corvas.com/

news: die zahlen.

fazit: ebenfalls einer genaueren untersuchung würdig!

gruß
epicuraul

[epicuraul]

und noch eine:
neopharm, inc. (neol):
NeoPharm, Inc. is a biopharmaceutical company engaged in the research, development and commercialization of drugs for the treatment of various cancers.
The Company currently has a portfolio of seven anti-cancer drugs, three of which are in clinical trials.
The Company has built its drug portfolio based on its two novel proprietary technology platforms, a liposomal drug delivery platform and a tumor-targeting platform.
In February 1999, the Company entered into a collaboration agreement to develop and commercialize its two leading products, liposome encapsulated paclitaxel (LEP) and liposome encapsulated doxorubicin (LED). In addition to LEP and LED, the Company has five other products under development.

mk: 505mio$
umsatz: 3mio$ (99: 9mio$) -Revenues reflect the absence of a $9 million nonrefundable license fee.
gewinn: 1mio$ (99: 4,5mio)

pipeline:
problem- auf der homepage konnte ich nichts finden!

chart:


homepage:
http://www.neopharm.com/eng/frameeng.htm

fazit: irgendwie scheint sich die firma bedeckt zu halten. ist halt canadisch, da brauchen die wohl keine transparenz!
allein charttechnisch interessant.

gruß
epicuraul

[epicuraul]

one more-one more!

genaissance pharm. (gnsc):
Genaissance Pharmaceuticals Inc. is engaged in developing technology for applying population genomics and informatics to improve the development, marketing and prescribing of drugs.
The Company applies population genomics to discover inherited differences, or genomic markers, that are predictive of which patients will respond effectively to a drug.
The Company is marketing its technology to the pharmaceutical industry as a complete solution for developing smarter clinical trials and for improving the sales of approved drugs.
The Company`s solution combines informatics, its genomic markers and an efficient procedure for analyzing clinical samples to correlate drug response with patients` inherited differences.

mk:500mio$
umsatz: 0,12mio$ (99: 0,5mio$)
verlust: 70mio$ (99: 4mio$) Revenues reflect the absence of grant research revenues. Net loss reflects the inclusion of a $50.2 million beneficial conversion expense and a higher stock based compensation expense.

pipeline:
keine, da medikamente verfeinert werden:
Through a combination of population genomics and informatics, Genaissance is discovering the variations that exist among all the pharmaceutically-relevant genes and the crucial role they play in determining how we respond to medications.

chart:


homepage:
http://www.genaissance.com/

news: am 25.10. wurden die expansionspläne vorgestellt.
http://biz.yahoo.com/prnews/001025/ct_genaiss.html

fazit: wer bei sepracor ausgestoppt wurde, von der zukunft der gen-individualisierten technologie überzeugt ist, schichtet in genaissance um.

gruß
epicuraul

[Piddy]

hey
epicuraul
ich hatte gnsc schon mal unter den bio ipos einige male aufgefuehrt,
bzw.empfohlen.
ich,nicht nur ich,halte gnsc fuer sehr aussichtsreich in ihrem sektor.
2 fonds sind schon eingestiegen(bei einstieg war mkt.cap geringer als
jetzt),5 strong buy.
trading range momentan zwischen ca.18$ und 24$.
gruss,piddy

[Piddy]

hey
noch ein nachtrag:
itmn-intermune
arna-arena pharmaceuticals
cbst-cubist pharmaceuticals
gnt-genstar
gruss,piddy

[epicuraul]

danke piddy für die namen, habe mir die mal angesehen und am besten hat mir intermune gefallen:

intermune ph. (itmn):
InterMune Pharmaceuticals develops and commercializes products for the treatment of serious pulmonary and infectious diseases and congenital disorders.
The Company has the exclusive license rights in the United States to ActImmune for a range of diseases, including chronic granulomatous disease, a life-threatening congenital disorder of the immune system; osteopetrosis, a life-threatening congenital disorder causing an overgrowth of bony structures; idiopathic pulmonary fibrosis, a life-threatening lung condition; infections caused by a type of bacteria known as mycobacteria (mycobacterial infections), such as tuberculosis; infections caused by various fungi that attack patients with weakened immune systems (systemic fungal infections), such as cryptococcal meningitis and pneumonia; and cystic fibrosis, a congenital disorder that leads to chronic pulmonary infections in children.

mk: 1,1mrd$
umsatz: 7mio$ (99: 0)
verlust: 46mio$ (99: 4,7mio$)

pipeline:
Interferon gamma-1b
Idiopathic pulmonary fibrosis (IPF)
A Randomized, Double-Blind, Placebo-Controlled, Phase III Study of the Safety and Efficacy of Subcutaneous Recombinant Interferon- 1b (rIFN- 1b) in Patients with Idiopathic Pulmonary Fibrosis

Cryptococcal meningitis
A Randomized, Double-Blind, Placebo-Controlled, Dose-Ranging, Phase II Study of the Safety and Antifungal Activity of Subcutaneous Recombinant Interferon- 1b (rIFN- 1b) in Conjunction with Standard Therapy in Patients with Acute Cryptococcal Meningitis

Mutidrug-resistant tuberculosis (MDR TB)
A Phase III Study of the Safety and Efficacy of Inhaled Aerosolized Recombinant Interferon- 1b (rIFN- 1b) in Patients with Pulmonary Multidrug-Resistant Tuberculosis (MDR TB) Who Have Failed an Appropriate Three-Month Treatment Regimen

chart:


homepage:
www.intermune.com

fazit:
die zahlen sind herausgekommen und die umsätze der aktie enorm gestiegen. spekulativer kauf, da jetzt erstmal kaum mit negativen neuigkeiten gerechnet werden muss.

gruß
epicuraul

[epicuraul]

ich habe so den leisen verdacht, dass hier nur wenige das potential dieses threads verstehen.
um ehrlich zu sein, sage ich jetzt einfach, in welche werten ich hineingegangen bin:
avanir, intermune, neopharm (den gewinner lass ich laufen, den verlierer schmeiß ich)

gruß
epicuraul

[Nummer2]

Hi, epicuraul!

Klar verstehe ich das Potential, das in diesem Thread steckt, allerdings muss ich gestehen, dass ich hier unter dem Gesichtspunkt "Geben und Nehmen" nicht viel verloren habe. Mein Job/meine knappe Zeit erlaubt es mir nicht, viel Recherche zu betreiben. Ich musste mich da auf einige wenige Werte beschränken (Sequenom, Sepracor), zu denen ich vereinzelt was gepostet habe. Trotzdem bin ich dankbarer Leser Deiner Threads. Dein Generika-Thread z. B. hat mich zu einem Investment in SEPR und ADRX veranlasst. Leider ging beides ganz schön nach hinten los (Kannst ja nix dafür!).
Einen Tipp gibt`s jetzt doch von mir: Paradigm Genetics. Noch habe ich nicht genug recherchiert, aber ich tu mein Bestes. Vielleicht gibt`s später mehr.

Danke für Deine Mühe!

Bye, Nummer2

[Lanzelotte]

@ epicuraul

Ich weiss die Qualität dieses Threads sehr wohl zu schätzen.
Deshalb halte ich mich auch mit unqualifizierten Postings zurück
um nicht zu verwässern.

Aber vieleicht hab ich jetzt doch was beizutragen. Und zwar ein Link
zu Produktpipeline von neopharm:
http://recap.com/alliance.nsf/Clinical+Search?SearchView&Que…
(Sorry, aber ne Direktverlinkung funktioniert nicht)

Unter folgender URL kann man übrigens die Pipelines der meisten Biotechs
abfragen - einfach Firmennamen eingeben und auch nach einzelnen Produkten
suchen:
http://recap.com/mainweb.nsf/HTML/clinical+frame?OpenDocumen…

Gruss
Lanze

[epicuraul]

@lanze
danke für den link!
ich habe mich auch schon manchmal gewundert, warum hier in meinen threads kaum wirklich schlechte beiträge sind.

@nr2
zur sache mit andrx. die aktie war in meinem depot, ich habe auch schön damit die schwere baisse-zeit gut überbrücken können. wenn du die threads genau durcharbeitest, dann habe ich eigentlich immer davor gewahrnt, deie performance in die zukunft zu schreiben.
letztlich habe ich dann andrx auf verkauf gestellt. zitat (17.9.00): andrx hat eine schöne story geboten....
charttechnik hat sich enorm verschlechtert... anstieg biovail.... sollte morgen andrx nicht drehen, dann raus
(wofür ich angemeckert wurde- zitat : ein glück gehöre ich nicht zu den chart-fuzzies (randomgambler1))


mit paradigm konnte ich ein paar prozente machen, nicht viel, aber immerhin. ich hatte die eine ganze weile auf der watchlist, nach dem trendbruch allerdings gestrichen-sorry.
ansonsten interessante story- vielleicht sogar mit zukunft...

aber wie du schon gesagt hast, jeder ist für sich und sein geld selber verantwortlich...

gruß
epicuraul

[Piddy]

hey
noch einige news zu o.g. aktien.
itmn-intermune
sec filing form S1 vom 31.10.2000.interessant.sollte sich man als
investor mal durchlesen
gnsc-genaissence
firma veranstaltet am 02.11.2000(donnerstag)conference call zu den
Q3`s ab 11.00 uhr eastern times,und laedt alle investoren etc.ein.
ich denke,dies ist fuer ein ipo ungewoehnlich.positive,ueberraschende
Q3 zahlen/ausblicke.
epicuraul
was denkst du zu mcel.jetzt noch ein uebernahmekandidat?
gruss,piddy
aah,intermune.
was mir da noch auffaellt.extreme unterschiede an tagesumsaetzen.
das maximum was letzte woche war,knapp 1 mill.shares.
adieu

[Lanzelotte]

@ ricox

In diesem Punkt muss ich menatwork00 zustimmen. Morphisys
Dez. 99 bei 8 €. Keiner hat sich für das Ding interessiert. Dann
kam Förtsch und hat die Aktie natürlich gepuscht aber auch
überhaupt erst bekannt gemacht. Und das hoch bei 360 € war
Übertreibung. Jetzt steht Sie bei 178 €. Vielleicht immer noch zu hoch.
Aber es gibt wohl keinen, der den fairen Kurs bei 16 € oder so sieht.

Es gibt also solche Storrys. Das Intadayhoch bei Antisoma lag gestern
so bei 5,30 €, das Low heute bei 3,81 €. Das sind immerhin fast 30%
Korrektur. Das ist bei solchen Aktien nicht unnormal, dass Korrekturen
nicht über Tage und Wochen, sondern Intraday stattfinden. Sonst gebe
es solche Wahnsinnsstorrys wie bei Morphisys nicht.

Ob Antisoma eine solche Storry sein wird - I don´t no. Aber Du kannst es auch
nicht wissen.

O.K. Antisoma hat sich von Oktober 99 bis jetzt verfünffacht. Aber welche Biotechaktie nicht.
Deine Celera haben sich in der Zeit trotz heftigster Korrektur auch fast noch vervierfacht.

Marktkapitalisierung:
Celera: 4,7 Milliarden €
Antisoma: 390 Millionen €

Das Problem ist, in dieser Phase des Unternehmens ist es eher ne Glaubensfrage
als die Gegenüberstellung von Fakten. Ist halt Börse.

[Lanzelotte]

Mist, falscher Thread.

Erst rede ich von nicht verwässern und jetzt das - und dann auch noch
mit Antisoma.

Tut mir echt leid - sorry. Hab wohl zu viele Threads aufgehabt.

[pollyanna]

tolles eigenes research in dem thread hier
was sollten wir nur ohne diese Geheimtips machen
Lesen und kaufen leute!

[Piddy]

hey
itmn-intermune news
"analyst meeting for the investment community" am 01.11.2000/16.15 uhr
duerfte neue(positive?)impulse geben.
epicuraul,bist du noch in fuell cells investiert?habe da ein ipo ent-
deckt(ca.3 wochen alt),sieht recht vielversprechend aus.
gruss,piddy

[epicuraul]

keryx ausgebrochen!
die erste rakete scheint zu zünden...

gruß
epicuraul

[Kelbi]

@epicuraul

Danke für diesen informativen Thread.

Würde auch gern zum Research beitragen, aber da bei mir im Moment ich noch für mein Geld und mein Geld noch nicht ausreichend für mich arbeitet fehlt mir halt einfach die Zeit. Dumme Bermerkungen gibts hier im Board genug, also halt ich lieber die Klappe und sag nur was wenn ich der Meinung bin echte Infos zu haben etc.


Übrigen s über Avanir haben wir schon mal diskutiert unter dem thread "unendeckte Biotechperle" oder so ähnlich.

Und um noch mal ne Meinung zu hören, was hältst Du von Tularik Inc.

Mach weiter so!!

Danke

Kelbi

[Piddy]

hey
gnsc-genaissence
zahlen sind draussen.nasdaq.com
itmn-intermune
stron buy,by prudential vector healthcare group,target 70$
cnetinvestor.com
gruss,piddy

[mahatma]

noch so eine Perle ????
MATRIX PHARM (MATX.NAS)
Marktkapitalisierung 426 Mio. EUR

Matrix befinde sich mit seinen Produkten noch in der, wenn auch
fortgeschrittenen, Entwicklungsphase. Der Fokus liege dabei vor allem auf
der Behandlung von Krebs.

Das Produkt IntraDose befinde sich derzeit in Phase III der klinischen
Tests .
Die Tests für das Krebsmittelmedikament IntraDose machten weiter positive
Fortschritte. Wenn alles glatt laufe, könnte der Zulassungsantrag bei der
FDA Ende des Jahres wie geplant fertig sein.


Analysten-Statements : buy
(könnte auch eine Rakete werden, wenn die Zulassung kommt)

Schau mer mal

was meinst du epicuraul ???
gruß maha

[epicuraul]

@maha
matrix ph. ist noch ein kleines nicht-ausgestopptes überbleibsel vom boom 99/00 in meinem depot.
sicher, dein hinweis auf eine potentielle rakete scheint berechtigt.
also:
matrix ph. (matx):
Matrix Pharmaceutical, Inc. is a development-stage company that is developing novel drug product candidates for cancer based on its internal research and development capabilities and through in-licensing of product candidates from other pharmaceutical companies.
These pharmaceutical candidates are designed to improve the delivery of cancer drugs for more effective treatment of solid tumors.
The Company has developed aqueous-based protein gel systems for delivery of water-soluble chemotherapeutic agents and non-aqueous semi-solid systems for delivery of chemotherapeutic agents that are poorly water-soluble.
(Two product candidates that utilize the Company`s aqueous-based protein gel systems are currently being evaluated in human clinical trials. These are IntraDose (cisplatin/epinephrine) Injectable Gel and MPI 5020 Radiopotentiator. IntraDose incorporates cisplatin, an established hemotherapeutic agent. MPI 5020 incorporates fluorouracil, another established chemotherapeutic agent.)

mk: 420mio$
umsatz: 1,1mio$ (99: 0,13mio)
verlust: 16,5mio$ (99: 14mio)

pipeline:
http://www.matx.com/Product/pipeline.gif

chart:


homepage:
http://www.matx.com/

fazit:
noch ist kein produkt auf den markt gebracht worden- wobei hierin die spekulation liegen könnte.
der chart ist ok. die aktie ist noch nicht zu teuer.
einziger wehrmutstropfen: die aktie stand 1996 schon mal bei 30$, entäuschte dann aber gewaltig (runter bis 2$)- sowas wird oft mit einem abschlag bestraft...
ich würde den wert einfach beobachten und auf die watchlist setzen.

gruß
epicuraul

[epicuraul]

hab mich hier ein bisschen im board umgeschaut, und bin beim "fortsch"-thread auf eine interessante aktie gestoßen. leider wurde dort nur der chart abgebildet, sodass ich nun die etwas genauere untersuchung vornehmen möchte:

esperion th. (espr):
Esperion Therapeutics Inc. discovers and develops pharmaceutical products for the treatment of cardiovascular disease.
The Company intends to commercialize a novel class of drugs that focus on a new treatment approach the Company calls HDL Therapy, which is based upon its understanding of HDL function.
Through HDL Therapy, the Company intends to exploit the beneficial properties of HDL in cardiovascular and metabolic diseases with a portfolio of product candidates.

mk: 475mio$
umsatz:0
verlust: 34mio$ (99: 4,3mio$)

pipeline:
http://media.corporate-ir.net/media_files/NSD/ESPR/presentat…

chart:


homepage:
http://www.esperion.com/

Ownership
· Insider: 81%
· Institutional: 1% (3% of float)
(one institution)
· Net Inst. Buying: 133.0K shares (+50.01%)
(prior quarter to latest quarter)

fazit:
esperion steht noch ganz am anfang (umsätze / gewinne noch nicht absehbar). dafür ist der wert hoch bewertet, vielleicht zu hoch.
interessant ist allerdings das geringe engagement der institutionellen, das jedoch stark aufgebaut wird. hierin könnte eine spekulation liegen.
esperion ist also nur etwas für den zocker-anteil im depot...

gruß
epicuraul

[epicuraul]

hier noch so eine interessante, unbekannte aktie:

ciphergen bios. (ciph):
Ciphergen Biosystems, Inc. (Ciphergen) develops, manufactures, and markets the ProteinChip System using patented SELDI technology.
The ProteinChip System enables protein discovery, characterization and assay development to provide researchers with a better understanding of biological functions at the protein level.
The ProteinChip System is a novel, enabling tool in the emerging field of protein-based biology research, known as proteomics.
The Company believes that proteomics will be a major focus of biological research by enhancing the researcher`s understanding of gene function and the molecular basis of disease.
There are several types of research laboratories that perform proteomics research and development.
Ciphergen intends to establish its ProteinChip System as the enabling technology platform for protein biomarker discovery and proteomics research in the basic biological research, clinical research and diagnostics, and pharmaceutical drug discovery and development markets.

mk: 900mio$
umsatz: 3,6mio$ (99: 1,8mio$)
verlust: 36,4mio$ (99: 4,2mio$)

prdukte:
The Ciphergen ProteinChip® System provides scientists with a versatile, integrated platform for biological research. Biologically important molecules from a variety of sources may be captured and analyzed on our ProteinChip Arrays, using our ProteinChip Readers and user-friendly ProteinChip Software for rapid data analysis.

chart:


homepage:
http://www.ciphergen.com/

Ownership
· Insider: 79%
· Institutional: 2% (9% of float)
(4 institutions)
· Net Inst. Buying: 470.0K shares (+50.00%)
(prior quarter to latest quarter)

fazit: hier haben wir ein unternehmen vor uns, das affymetrix schwierigkeiten bereiten sollte. die genchip-firmen werden schnell wachsen- oft zählt dabeisein. die ergebnisse von affy werden auch ciphergen auftrieb geben können.
zuschlagen bei neuen hochs!

gruß
epicuraul

[chini]

@ epiccuraul
Was hällst Du von Vaxgen?
Einzige Firma weltweit , mit einem HIV/Aids- Medikament in Phase 3
wird z.Zt. an etwa 8000 Personen in Thailand (2500 durch Drogen infizierte) und
Nordamerika/Europa (5400) getestet.
Ergebnisse Phase 3 werden Ende 2001 veröffentlicht.
Chart ebenfalls super.

[mainectar]

hi epicuraul,

kompliment für diesen thread, meiner favorit zur zeit.

3 dieser small caps sind angesprungen:
KERYX
SCIOS
CUBIST

wie siehst du deren weitere entwicklung?
jetzt kaufen um dabei zu sein?
oder wars das schon?
welchen titel hast du in diesem small cap bereich?
eröffne doch ein musterdepot hier !!

dann kann mann deine ideen besser verfolgen.

vielen dank+
schönen sonntag

[Piddy]

hey
hier noch 2 ipo`s.
alth-allos therapeutics
prcs-praecis pharmaceuticals
gruss,piddy

[mahatma]

@ epiccuraul , wie wärs damit ?????
aus meiner Watchliste ausgegraben, / heute stark gestiegen !!!
INSPIRE PHARMACEUTICALS INC

Marktkapitalisierung 589 Mio. EUR

Umsatz von 1,1 Millionen USD in 1999
Umsatz 2000 eine Höhe von 5,1 Millionen US-Dollar wird angestrebt.
(beobachte die Aktie schon seit Anfang Okt. ist aber stark gefallen und kommt jetzt plötzlich wieder!!!!)

Einem neuartigen
Medikament gegen Bronchitis billigten Experten für das Jahr 2004 ein
Umsatzpotential von 265 Millionen USD / WAAAAAAAAAAAAAAHHHHHHHHHHSSSSSSSSSSIIIIIIIIIIIIIIIIINNNNNNNNNNNIIIIIIIGGGGGGGGG

Binnen eines Jahres würden 5 Medikamente in die klinischen Testphasen
kommen. In den Folgejahren könne sich der Umsatz demnach verhundertfachen.

Eine enge Zusammenarbeit mit Genentech usw.usf............

The sky does not know a boundary
schau mer mal maha

[Contergan]

Schaut euch doch mal die Internetseite von Immunomedics an.
Sieht sehr gut aus, würde ich sagen. Vor allen Dingen die Produktpipeline (Diagnostics und Therapeutics). Die Aktie ist relativ volatil bei geringen Umsätzen. Steht zur Zeit bei 26,50 Euro. Wird spätestens nächstes Jahr der Renner.

[epicuraul]

ich habe das gefühl, dass einige anfangen, diesen thread zum pushen ihrer lieblinge zu gebrauchen.
dazu war es aber nicht gedacht!
wenn jemand doch noch einen vorschlag hat, sollte er dieses "raster" benutzen:
1. mk: 200mio-1000mio
2. kurs nicht mehr als 15% unterm ath.
3. angemessene zeit, bis umsätze generiert werden (alles nach 2005 ist wohl sinnlos)

ich werde dann versuchen, die voschläge aufzunehmen und evtl. ein paar interessante näher beleuchten.

ansonsten steht avanir an einer interessanten marke- beobachten!

gruß
epicuraul

[mainectar]

@ maha,

sehe ich genauso

weiter so.

schau dir mal die pics von MAR E AUGUSTINE an von bancorp Piper Jaffray an.

findest du unter www.piperjaffray.com/ec/bios

beste grüsse

[mainectar]

hallo allerseits,
ist dieser schöne thread tot ?????????????.

was haltet ihr von GENAISSANCE.

die fängt ja an zu laufen??.

wer kauft da so viel??.

beste grüsse

[chini]

@epicuraul
Warum beantwortest Du meine Frage nach Vaxgen nicht?

[epicuraul]

@mainectar
tut mir leid, es dir so direkt sagen zu müssen, aber es waren "komische" beiträge wie deiner, die diesem "schönen" thread den rest gegeben haben.
ich versuche hier ein wenig research zu betreiben und über aussichtsreiche, kleine biotechs zu informieren, die push versuche und freudentänze/ jammerbeiträge wollte ich anderen threads überlassen.
da ich nunmehr nicht sehr viel zeit habe, geht auch deswegen die anzahl meiner antworten zurück.

nichtsdestotrotz stelle ich euch noch ein paar biotechs vor:

vaxgen (vxgn):
VaxGen, Inc. is engaged in the development of, and intends to commercialize, AIDSVAX, a preventive HIV vaccine, in partnership with Genentech, Inc.
The Company has developed formulations of AIDSVAX that focus on HIV found in some of the major regions of the world.
The Company`s first bivalent vaccine, AIDSVAX B/B`, is directed against the predominant HIV subtype in the Americas, Europe, the Caribbean and Australia (subtype B).
The Company`s second bivalent vaccine, AIDSVAX B/E, is directed against the predominant HIV subtypes in Southeast Asia, the Pacific Rim, Indonesia and southern portions of China in Southeast Asia and Pacific Rim countries (subtype E).
VaxGen is testing AIDSVAX in humans in two large-scale Phase III clinical trials.

mk: 355mio$
umsatz: 0,2mio$ (99: 0)
verlust: 16,4mio$ (99: 15mio$)

Ownership
· Insider: 41%
· Institutional: 8% (14% of float)
(26 institutions)
· Net Inst. Buying: 325.0K shares (+22.73%)
(prior quarter to latest quarter)


pipeline:
aidsvax (phase III)

chart:


homepage:
http://www.vaxgen.com

fazit:
mit dem anti-aids medikament befindet sich vaxgen auf einem hochinteressanten markt. genentech als starker partner dürfte helfen.
das problem: vaxgen ist von aidsvax als einziges produkt in der pipeline äußerst anfällig. nicht nur, dass ein fehlschlag in den tests fatal wäre, auch ein fortschritt bei zb. vertex dürfte nicht gerade für euphorie sorgen.

charttechnisch wurde auch ein doppeltopp gebildet, was erstmal eine kosolidierung einleiten sollte. kaufen also erst bei neuen hochs.

gruß
epicuraul

[pollyanna]

@chini oder Zucker,

Vaxgen ist nicht die einzigste Firma mit Anti HIV Wirkstoff in Phase III.
Trimeris entwickelt mit T20 ein Medikament, dass die Fusion der Viren mit den Zellen verhindert. Es wird also eine Infektion verhindert.
Dieser Ansatz ist viel intelligenter als eine Vaccinierung, die in dem Moment unwirksam wird wenn der Virus seine Oberfläche verändert, was häufig vorkommt.
Trimeris hat mit Roche einen sehr starken Partner.
(Genentech, denen Vaxgen zuarbeitet, ist auch eine Tochter von Roche)
Trimeris belegt momentan auch Platz 50 der 500 am schnellsten wachsenden Firmen. Zusammen mit Alexion befinden sich somit nur 2 Biotechs in diesem erlesenen Club:

Alexion was one of two biotechnology companies to rank in the top 50 on the Fast 500. The other is Number 50-ranked Trimeris Inc., a biotechnology company based in Durham, N.C. It had 9,593 percent growth, its revenues moving from $104,000 in 1995 to $10,081,000 in 1999. Trimeris is a development stage, biopharmaceutical company engaged in the discovery and development of novel therapeutic agents that block viral infection by inhibiting viral fusion with host cells.

Gruß pollyanna

[Donkosak]

Hallo an Alle

Auf Vaxgen bin ich erst ,im Gegensatz zu Euch, recht spät aufmerksam geworden.Die Fa., plus die Phase 3 Studie ,gefallen mir enorm gut.Stelle auch gleich die neusten Infos rein.


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

VaxGen to Present Perspective on AIDS Vaccine Development


BRISBANE, Calif., March 14 -- VaxGen, Inc. (Nasdaq: VXGN) announced today that it will hold the second in a series of presentations next week about the development of its HIV/AIDS vaccine, AIDSVAX. The presentation, titled "The Varied Path of Vaccine Development," will explain the significance of the scientific hurdles AIDSVAX has overcome and compare its development with other AIDS vaccines in earlier stages of testing.

"The criteria for determining whether an AIDS vaccine candidate should proceed to the next stage of development has changed significantly over the past several years," said Donald P. Francis, M.D., D.Sc., VaxGen`s co-founder and president. "Our goal from the beginning has been to develop a vaccine that would provide sterilizing immunity; in other words, a vaccine capable of wiping out any trace of HIV infection. We proved we could do that in chimpanzees, the host to HIV, and therefore moved ahead with human trials and are now in the final stage of testing.

"Several of the newer, experimental AIDS vaccine candidates have managed to reduce viral loads in lower primates challenged with an HIV variant, but they have failed to prevent infection. While this may be a partially effective approach, an AIDS vaccine that provides sterilizing immunity would be a more effective weapon against the epidemic."

The presentation, which will take place via conference call and web cast, will begin at noon, EST, Tuesday, March 20, 2001. Participants are requested to call 877-232-1251 (706-634-5936 outside the U.S.) at least 10 minutes before the presentation begins. The presentation may also be accessed through an on-demand live web cast through VaxGen`s web site at www.vaxgen.com, or through www.vcall.com. A replay will be available for 24 hours after the live call by dialing 800-642-1687 (706-645-9291 outside the U.S.), pass-code 975623. The web cast will be archived for 90 days on www.vaxgen.com and www.vcall.com.

The time, date and topic of each subsequent presentation in the series will be announced prior to each event via a press release, email and in the Calendar of Events in the Investor Relations section of VaxGen`s web site at www.vaxgen.com. Participants are encouraged to join VaxGen`s email list to ensure timely notification of each event.

VaxGen is the worldwide leader in developing preventive HIV/AIDS vaccines and is the only company with such vaccines in Phase III clinical trials, the final stage before regulatory approval can be sought. The company is conducting two separate Phase III trials, one in North America and Europe and another in Thailand. An interim analysis of the trial in North America/Europe is scheduled for November 2001. If the analysis yields sufficient statistical evidence to show that AIDSVAX is effective, VaxGen will halt the trial and begin the process of applying for regulatory approval. If the analysis is inconclusive, VaxGen will proceed as planned and complete the trial at the end of 2002. VaxGen is located in Brisbane, Calif. For more information, please visit the company`s web site at www.vaxgen.com.

NOTE: This news release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are subject to known and unknown risks, uncertainties or other factors that may cause VaxGen`s actual results to be materially different from historical results, expressed or implied by such forward-looking statements. Factors that might cause such a difference include, but are not limited to, uncertainties related to the progress, costs and results of the company`s Phase III clinical trials, the progress of other internal research and development projects, the establishment of collaborative arrangements with governmental agencies, the receipt of research grants and the timing of certain expenses. Reference should be made to VaxGen`s Annual Report on Form 10-K, filed with the Securities and Exchange Commission, for a more detailed description of such factors discussed in the "Factors Affecting Future Results" and "Business" sections. Readers are cautioned not to place undue reliance on these forward-looking statements that speak only as of the date of this release. VaxGen undertakes no obligation to update publicly any forward-looking statements to reflect new information, events, or circumstances after the date of this release or to reflect the occurrence of anticipated events.



Bis dann Euer Donkosak-Grischka

PS:da kommen noch weitere bis dann

[Donkosak]

Ein Hallo an Alle

Wird was Neues geben!



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

VaxGen to Present Progress Update in Seattle on April 6

BRISBANE, Calif., April 2 /SM Newswire/ -- Donald P. Francis, M.D., D.Sc., president of VaxGen, Inc. (Nasdaq: VXGN), will present an update to investors in Seattle this Friday. Dr. Francis will discuss some of VaxGen`s recent milestones and respond to questions about the company`s progress in developing HIV/AIDS vaccines. VaxGen is the only company with preventive HIV/AIDS vaccines in Phase III clinical trials, the final stage before regulatory approval.

Investors from the Seattle area are encouraged to attend one of two presentations, at 12:00 noon or at 4:30 p.m., Friday, April 6. The presentations will take place at the Washington Athletic Club, 1325 Sixth Avenue, Seattle, Washington 98101. Those interested in attending must call 206-344-6631 to RSVP.

VaxGen is located in Brisbane, Calif. For more information, please visit the company`s web site at www.vaxgen.com.

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

Euer Donkosak-Grischka

[Donkosak]

Nen schönen Guten Abend

Schaut heut bei der Nasd. gar nicht schlecht aus.Gehe jedoch davon aus das dies rein technische Gründe sind.Egal für Vaxgen den es gibt was kleines Neues.(nicht nur Vaxgen)

Site Map Your Account Support About Us Marketplace

Offerings: Medscape.com Charts Mobile Logician CBSHealthwatch





HIV Envelope Vaccines Appear to Be Safe in Neonates of HIV-Infected Mothers
--------------------------------------------------------------------------------

WESTPORT, CT (Reuters Health) Apr 04 - In the first phase I study of HIV-specific vaccines in infants, two recombinant HIV-1 envelope vaccine candidates appear to be safe and well tolerated, a multicenter team reports. In addition, no evidence of accelerated immunologic decline was seen in the vaccinated infants.

Dr. Coleen K. Cunningham, from the State University of New York, Health Sciences Center at Syracuse, and colleagues from the Pediatric AIDS Clinical Trials Group 230 compared low, medium and high doses of two vaccines or placebo administered to 183 neonates of HIV-infected mothers.

The vaccines tested were recombinant glycoprotein (rgp) 120-MN/aluminum hydroxide (alum; VaxGen) and rgp120-SF2/MF59 (Chiron), according to the report in the March 1st issue of Clinical Infectious Diseases.

Among those infants receiving the vaccines, no local or systemic reactions of grade 2 or higher were seen at 48 hours, the researchers report. Three percent of the children vaccinated had grade 3 or 4 chemistry toxicities and 11% had grade 3 or 4 hematologic toxicities. However, these rates were not significantly different from those seen in the placebo subjects.

"There was no evidence that vaccine caused a decrease in CD4+ cell percentages or numbers among the children who were not HIV infected," they report.

A total of 14 infants became infected with HIV-1. However, no statistically significant differences in infection rates between the vaccinated and unvaccinated infants were noted.

"This study was not designed to determine vaccine efficacy; however, it is apparent that these envelope products, given in the present manner to infants after they are exposed to HIV, do not eliminate mother-to-infant transmission of HIV," the researchers stress.

Dr. Cunningham`s group concludes that "the recombinant gp 120 products that we studied were safe and well tolerated in neonates born to HIV-infected women."

Clin Infect Dis 2001;32:801-807.




--------------------------------------------------------------------------------
Copyright © 2000 Reuters Ltd. All rights reserved. Republication or redistribution of Reuters content is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
RECOMMENDED LINKS
RELATED SPECIALTIES

Family Medicine

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Infectious Diseases

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Women`s Health


Bis dann Euer Donkosak-Grischka

[puhvogel]

Interessante Nachricht, deren Ergebnisse mich überraschen. Die Ergebnisse wurden laut Text allerdings schon letzte Woche veröffentlicht. Suggeriert eine höhere Wahrscheinlichkeit, dass die Studienergebnisse positiv ausfallen können. Sind aber "Labordaten" :

VaxGen AIDS Vaccine May Produce Broader Immunity Than Previously Detected
BRISBANE, Calif., May 29 /PRNewswire/ -- VaxGen, Inc. (Nasdaq: VXGN - news) presented laboratory data last week at a scientific conference indicating that the company`s HIV/AIDS vaccine induces immune responses capable of preventing infection from a broader array of HIV strains than previously detected. The finding represents new evidence that the vaccine, AIDSVAX, may be effective against HIV strains found in nature, also known as primary isolates, or ``wild type`` strains.
The finding was made possible by a new assay developed at VaxGen that allowed company scientists to more accurately measure how well antibodies induced by the vaccine, AIDSVAX, prevented cell-to-cell transmission of the virus. Cell-to-cell transmission, in which a diseased human cell infects healthy ones, is considered one of the major routes of spreading HIV infection.
The new assay showed that antibodies induced by the vaccine bound to the infected immune cells, known as T cells. Furthermore, the antibodies prevented the diseased cells from infecting healthy ones in four out of five experiments, each of which used a different primary isolate strain. The assay also showed that prevention of infection increased as the level of antibodies increased.
The data were presented last week at the Cold Spring Harbor 2001 Meeting on Retroviruses. Paul A. Escarpe, a VaxGen virologist, was the lead author of the work, with co-authorship from four other company scientists.
``These are preliminary laboratory results that need additional confirmation, but they are encouraging because they indicate that AIDSVAX induces the type of antibodies necessary to prevent HIV infection in real-life settings,`` said Donald P. Francis, M.D., D.Sc., VaxGen`s president. ``Additionally, if our Phase III trials demonstrate that AIDSVAX is effective, we believe this assay will be an important tool to help us more rapidly develop vaccines for additional geographic areas.``

[puhvogel]

Wow! VXGN +25 % heute (Als Ausgleich dafür fällt meine Boston Life um 11 %):
--------------------
VaxGen Up on New Finding of HIV Vaccine
NEW YORK (Reuters) - Shares of AIDS (news - web sites) vaccine developer VaxGen Inc. (NasdaqNM:VXGN - news) rose 14 percent on Tuesday after the company said its HIV (news - web sites)/AIDS vaccine may produce broader immunity than previously detected.

The Brisbane, California-based company said it presented laboratory data last week at a scientific conference suggesting that its HIV/AIDS vaccine, known as AIDSVAX, induces immune responses capable of preventing infection from a broader array of HIV strains than previously detected.

``The stock is very volatile and there`s not any other news`` that moves it, said Colin Ferenbach, managing director at Haven Capital Management Inc., which has about $600 million under management and about 75,000 shares in VaxGen.

The stock jumped $2.64 to $21.53 in midday trading on Nasdaq.

More than 441,000 shares of VaxGen have changed hands, about 5 times the stocks` 50-day average trading volume of 82,000 shares, according to Morgan Stanley data.

VaxGen, which has about 14 million shares outstanding, has gained about 5 percent this year.

``I like the stock,`` said Ferenbach, whose fund bought VaxGen in 1998 before it became a public company. ``It`s a gamble, but it`s less of a gamble now than it used to be ... ( Er kommt also zum selben Schluss) I would say the bet has gone from 1 in 100 when we bought it to 1 in 5.``

Ferenback, who sold VaxGen shares in February at about $27 a share and bought them back in March at about $17 a share, expects to know whether the vaccine will work in about six months.

``I don`t know how to value the stock,`` Ferenbach said. If the vaccine works, the stock could be ``worth $100 a share,`` but if it will not work at all, investors would lose all because the company ``has nothing else,`` Ferenbach said.
(Irgendwie gefällt mir der Kerl )

VaxGen said it is the only company with preventive HIV vaccines in Phase III trials, the final stage before regulatory approval can be sought.

It said it is conducting two trials, one in North America and Europe and another in Thailand, with 7,900 volunteers.

Results from the trial in North America and Europe, which is nine months ahead of the Thai trial, are expected either in November or 12 months thereafter, the company said in a statement.

``These are preliminary laboratory results that need additional confirmation, but they are encouraging because they indicate that AIDSVAX induces the type of antibodies necessary to prevent HIV infection in real-life settings,`` said VaxGen President Donald P. Francis of the new laboratory data.

[Kelbi]

Ich glaub ich hab auch einen gefunden. Salix Pharmaceuticals.
Nasdaq Kürzel SLXP

Ich krieg leider den Chart hier nicht rein. Ist aber ein absuluter Traum(bis jetzt. Seit Nov 00 Kurs von ca. 7 auf 22 USD gestiegen und zwar stetig ohne große Rückschläge. Und nun ein paar infos zur Firma:

Salix Pharmaceuticals, Ltd. (Salix) is a specialty pharmaceutical company dedicated to acquiring, developing and commercializing brand name, prescription pharmaceutical products used in the treatment of a variety of gastrointestinal diseases. The Company`s strategy is to identify and acquire late-stage proprietary pharmaceutical products having an existing base of safety and efficacy data in humans for the treatment of gastrointestinal disease, and to apply regulatory, product development, and sales and marketing expertise to commercialize these products. COLAZAL (balsalazide disodium) and rifaximin are the Company`s first two in- licensed products. COLAZAL is a new chemical entity that was approved by the FDA for the treatment of mildly to moderately active ulcerative colitis. Rifaximin is a broad-spectrum, gastrointestinal specific antibiotic that the Company intends to develop for the treatment of gastrointestinal infections.

Ein paar Analysten:

31-May-01
First Union Sec initiated: at Strong Buy
16-May-01
Robinson Humphrey initiated: at Outperform
15-Feb-01
UBS Warburg initiated: at Strong Buy

Kursziele bis ca. 28 USD werden genannt

heute + 9% auf über 22 USD!!! unter hohen Umsätzen.

Was sagt ihr zu diesem Wert?

Gruß

Kelbi

[thetruenik]

schaut euch mal IART an, das ist ne perle, gibt auch nen eigenen thread hier im forum darueber

[erkilein]

jedenfalls hat slxp noch keinen knick im wochenchart, aber wenn analysten kommen...dann hab ich ein ungutes gefühl, ich will dann meist auf der verkäuferseite sein, jedenfalls ATH heute...sollte eigentlich einladen

würde euch dringend SCLN ans Herz legen, die den weltweiten orphan drug status für die cyst. fibrosis- medik. mittlerweile bekommen haben, dazu bei hepatitis b,c sowie hiv- medik. in der fortgeschrittenen erprobung, die vermarkten ihre medik. selbst und habne daduch die besten margen.

marketcap 160 mio
umsatz an die 15 mio in 2000
cash 21 mio

AVAN nicht zu vergessen, 12 sachen in der pipeline
marketcap 270 mio
cash 45 mio
revenues 2 mio

und LIFC, umsatz 38 mio, cash 3 mio, marketcap 25 mio(!!!)liegt wohl daran, dass es nur ein knochenheiler und gewebezüchter ist, die sind aber der nächste hype

[Kelbi]

Da ich heut mal am suchen bin hier gleich noch einer(Generikahersteller):

Pharmaceutical Resources, Inc. (PRI) is a holding company that, through its subsidiaries, develops, manufactures and distributes a line of generic drugs in the United States. PRI operates primarily through its wholly owned subsidiary, Par Pharmaceutical Inc. (Par), a manufacturer and distributor of generic drugs. The Company`s product line consists of both prescription and over-the-counter generic drugs. Par markets approximately 58 products, representing various dosage strengths for 22 drugs that are manufactured by PRI, and approximately 45 additional products, representing various dosage strengths for 23 drugs that are manufactured for it by other companies. Products are marketed principally in solid oral dosage form, consisting of tablets, caplets and two-piece hard-shell capsules. The Company also distributes one product in the semi-solid form of a cream

Ausführliche Informationen auf der Homepage der Firma.

Bei dem Chart kann einem schon schwindelig werden: 500 % in einem Jahr und das bei dem Umfeld, nicht schlecht oder?

[mainectar]

hi ,


schaut mal wieviel stücke da heute gehandelt werden.

da kaufen aber einge adressen heftigst ein !!!


bis später.

[Kelbi]

So hier noch 2 die ganz interessant zu sein scheinen:

Genstartherapeutics(WWW.genstartheraputics.com) und
Sera Care(www.seracare.net)

Gruß

Kelbi

[aekschonaer]

@all
wenn ihr die wkn mit melden könntet, währe das richtig nett
und für mich schneller zu finden.

vielen dank

[thebull 2]

Genstartherapeutics=898980
Sera Care=935275
gruss
tb 2

[mainectar]

was haltet ihr von CALYPTE ???????

schönen sonntag

[Kubrick2001]

Viel Explosionpotential bei Lifecell (lifc/888910)

Marktkap.: 42.942.00 Dollar
Umsatz 00: 22.722.22 Dollar
Gewinn 00: -07.774.00 Dollar
erw. Gewinn 01: 01.169.630 Dollar
erw. Gewinn 02: 07.184.870 Dollar

Website:http://www.lifecell.com
Thread über Lifecell:http://www.wallstreet-online.de/ws/community/board/thread.ph…

mfg Kubrick

[mainectar]

hi

gibt es hier noch kollegen in lifecell ???

beste grüsse

[mainectar]

hallo

schönes wochenende und viel sonne

[Kelbi]

Da sich zu diesem Thread ja im Moment nichts findet:

PRX-haben sich in der Panik sehr gut gehalten
CBM-zahlen sogar Dividende, auf aktuellen Niveau auch langfristig interessant
Neogen-Story und Chart sprechen für sich
Seracare(wurde hier schonmal empfohlen) und als "Blue Chip"
Quest Diagnostics.

Was meint ihr?

Gruß

Kelbi

[Kelbi]

Ach ja, würde raten bei dem aktuellem Kursniveau sich mal mit Avanir zu beschäftigen. Wenn die Aktie auf 2 USD fällt, meiner Meinung nach klarer Kauf(Langfristchart)Aber man sollte beachten, das wir im Moment eine "politische" Börse haben, also Charttechik im Moment nicht überbewerten, sprich nicht überstürzt kaufen oder verkaufen aber das sagen ja eh alle.... Ansonsten, setzt Avanir mal auf die Watchlist.

Und wenn unsere Amifreunde die Nerven verlieren, eh gute nacht...dann sind Aktienkurse glaube ich unser geringstes Problem.

Eure Meinung?

Homepage: Avanir.com

[mainectar]

schön das dieser thread wieder belebt wird.

es nahen die einstiegszeiten.

was meint ihr ????..
beste grüsse

[helveticus]

gebauedelter biotechtitel
und erst noch in sfr.
berna biotech ag an der swx schweiz kotiert
www.swissquote.ch
war mal 1000.- sfr ist jetzt 380.-sfr wert
auf 2 jahre koennen 2000.- sfr werden.
mehr info
via www.bernabiotech.ch
salutations
helveticus

[mainectar]

schönen sonntag

laugh

[ollihat]

Alles oder Nichts Chance!
Im November fällt die Entscheidung über den in der Phase III befindlichen HIV-Aids Impfstoff. Wird für viel Bewegung sorgen... so oder so

[puhvogel]

Das ist richtig.
Es gibt allerdings auch eine sehr wahrscheinliche Möglichkeit eines Unentschieden. Dann wir die Studie weitergeführt.

[Wallgrekk]

@puhvogel:

Schon mitbekommen, die news von Interneuron Pharm.?


Morgen könnte es hier sehr interessant werden!!!


Cheers,

Wall

[jaegermaster]

Dann darf ich Euch mal auf ganz andere News aufmerksam machen. Das ist dann auch was für den kleinen Geldbeutel der schön wachsen will. ;-)
Gestern über 200% + und wird nach den nachrichten von heute wohl auch in der Zukunft steigen.
Schaut Euch mal IBEX Tech an (WKN 883396).

News und Kurse aus Toronto unter:

http://investdb.theglobeandmail.com/invest/investSQL/gx.stoc…


Gruss
Euer Jägermaster

[Wallgrekk]

Jungs & Mädels!

Interneuron Pharm. (WKN 883147)

Nasdaq: IPIC


Da tut sich was!!

Erinnert Euch an mich in den nächsten Tagen....!!!

[didiprotein]

@alle
Schauz Euch einmal GENOME THERAPEUTICS an!WPKN:867669.Sehr intressant!

[mainectar]

danke fuer 883147

super statement.

dem ist nix hinzuzufuegen

[Wallgrekk]

Was hab ich gesagt???????


GL*CKWUNSCH denen, die eingestiegen sind.


Doch Vorsicht: Könnte sein, daß es nun erstmal zu Gewinnmitnahmen kommt.....


@mainectar: Super!

[helveticus]

kennt jemand die schweizer berna biotech ag
an der swx gehandelt
im serum und impfgeschaeft taetig
spez. mommentan in nasalflu grippe impfung ohne nadel (spritze)
mehr via www.bernabiotech.ch
heute um 6.6% gestiegen
gruss
helveticus

[ollihat]

Also komme nochmals auf Vaxgen WKN 923976 zurück!
Hatte vor meinem letzten Posting Anfang Oktober mal ein bißchen investiert.

VXGN ist richtig in Bewegung gekommen seit man in Südkorea kostenlos einen Produktionsstandort für das Serum zur Verfügung gestellt bekam.

Jetzt steigt die Spannung vor der FDA Entscheidung im November.

[puhvogel]

Kleine Korrektur: Im November werden die klinischen Daten von einem Kontrollkomitee das erste mal analysiert. Wenn die Aussagen genügend aussagekräftig sind, dann werden die Ergebnisse veröffentlicht, andernfalls läuft die Studie verdeckt weiter.
Die FDA hat damit eigentlich nix zu tun.
Wenn sie dann positiv ausfallen sollten, dann würdest du von mir virtuelle Schläge bekommen, wenn du die unter dem dreifachen des jetzigen Wertes verkaufen würdest.
Von einem AIDS-Impfstoff könnte man mehr erwarten als von einem Grippeimpfstoff.

[ollihat]

Nun ist der Bericht von Vaxgen doch schon Ende Oktober veröffentlicht worden.

Die Tests für den HIV Impfstoff weisen eine hohe Wirksamkeit aus, und der CEO sagt, er sei noch nie so optimistisch gewesen wie jetzt, daß man den Impfstoff auf den Markt bringen kann.

Klingt doch sehr vielversprechend, nur . . .
die Tests laufen noch ein Jahr weiter.
Das hat viele Kurzfristdenker veranlaßt, spontan auszusteigen, und der Kurs ist wieder auf das Niveau von Anfang Oktober zurückgefallen.

Also wichtige Vormerkung für das nächste Jahr!

[mainectar]

schönen sonntag noch kollegen&kolleginnen

beste grüsse aus ddorf

[mainectar]

schönen sonntag noch kollegen&kolleginnen

beste grüsse aus ddorf

[helveticus]

pocken.....
berna biotech hat gerade mit einigen europaeischen laender fuer ueber sfr. 150 mio pocken impfungen verkauft aus abgeschriebene lager bestaende.
den sie ist eine der weinigen die noch impfungen fuer pocken hat.
mehr ueber www.bernabiotech.ch
der umsatz verdoppelt sich und der gewinn auch da fast reiner gewinn.
gruss
helveticus

[mainectar]

@heleveticus,

gibt es dazu eine aktie

beste grüsse

[helveticus]

@mainectar
ja sorry die ist an der swx kotiert schweiz
ticker bern deutsche nr. 884 627
berna biotech ag , bern
alt serum und impfinstitut berna
380-1200 hoch tief
gruss
helveticus

[mainectar]

hallo + danke



schönes wochenende aus ddorf

[Kelbi]

So ich werf jetzt mal einen Neuen Wer in die Runde:

Bradley Pharmaceuticals, WKN 923206

Eine Empfehlung:

Jim Oberweis von INVESTools empfiehlt in seinem "The Oberweis Report", Aktien der pharmazeutischen Marketingfirma Bradley Pharmaceuticals zu kaufen. (WKN 923206) Oberweis habe bei vielen Unternehmen die Qualität der von ihnen präsentierten Gewinne analysiert, um solche mit wirklich herausragendem Wachstum zu finden. Eine seiner letzten beiden Empfehlungen betreffe eines von zwei kleineren Unternehmen der pharmazeutischen Industrie, nämlich Bradley Pharmaceuticals. Bradley vermarkte verschreibungspflichtige Medikamente bei Ärzten mit einem großen Verschreibungspotential. Zu den von Bradley vermarkteten Produkten gehörten Medikamente aus den Bereichen Dermatologie, Atemprobleme, Magen-Darm sowie bestimmte Marken der Nahrungsergänzung. Im 2. Quartal 2001 sei der Umsatz um 45% auf 5,9 Mio. US-Dollar gestiegen, der Gewinn/Aktie sogar um beeindruckende 200% auf 0,06 US-Dollar. Aber auch für die Zukunft erwarte Oberweis, dass das Konzept des Unternehmens mit starkem Wachstum belohnt werde. Aus diesen Gründen empfiehlt Jim Oberweis, Aktien von Bradley Pharmaceuticals zu kaufen.


Die letzen Quartalszahlen:

Bradley Pharmaceuticals Record Third Quarter Results; Sales up 42%, Income up 149%
FAIRFIELD, N.J., Oct. 31 /PRNewswire/ -- Bradley Pharmaceuticals, Inc. (Nasdaq: BPRX - news), today announced Net Income for the Third Quarter 2001, ending September 30, was $936,000, an increase of $560,000, or 149% over the same period last year. Net Income per common share totaled $0.10, compared to $0.05 for the same three month period in 2000.

The strong positive earnings are primarily based on Third Quarter 2001 Net Sales of $6.65 million, an increase of $1.98 million, or 42%, over Third Quarter 2000 Net Sales of $4.67 million.

Net Income for the first nine months of 2001 was $1.8 million, an increase of $5.9 million over last year`s loss of ($4.1 million), which included a $3.9 million non-cash write-down of intangible assets. Net Income per common share for the first nine months of 2001 totaled $0.19, versus a loss of ($0.52) for the first nine months of last year.

Net Sales year-to-date 2001 was $17.9 million, which is a $6.3 million, or 54%, over Net Sales for the first nine months of 2000.

President and CEO, Daniel Glassman, stated, ``So far in 2001, the financial performance of Bradley Pharmaceuticals has grown stronger in each quarter, showing significant increases in sales and income. First Quarter 2001 contributed $0.04 Net Income per common share, Second Quarter contributed an additional $0.06 per common share and Third Quarter further contributed $0.10 per common share.

``Net sales follow the same pattern, growing stronger every Quarter and considerably stronger compared to figures from one year ago.

``Moreover, I am pleased to report SG&A for both Third Quarter and Year 2001 have increased by a lesser percentage than Net Sales, contributing to a significant increase in Net Income compared to Third Quarter a year ago.

``Management believes that the Fourth Quarter 2001 also will be strong. We anticipate continuing positive sales trends, based on current continuing increases in new prescriptions, generally accepted by the industry as the predictor of future sales. In addition, the Company is planning the launch of three new dermatology products prior to the end of the year. One of these products will extend sales of the CARMOL®40 line, the leading Bradley brand, and the other two market introductions represent Bradley`s first entries into the treatment of acne and rosacea, two of the largest of dermatology sub- markets.

``Management is confident that our core brands will continue to grow in 2002 and beyond as a result of strong sales and marketing programs.``

Bradley Pharmaceuticals, Inc. primarily markets prescription niche category therapies to targeted, high-potential prescribing physicians throughout the United States and in 34 international markets. The Doak Dermatologics subsidiary provides dermatology brands and the Kenwood Therapeutics division delivers gastroenterology, nutritional and respiratory brands. The Company has achieved success through its marketing, sales and financial control core strengths, acquiring and enhancing brands with no generic equivalents, often introducing product line extensions to fill unmet needs.

Important announcement:

Bradley Pharmaceuticals (BPRX) invites you to participate in the 3rd Qtr. 2001 Earnings conference call Thursday, Nov. 1, 2001 at 8:15 a.m. (EST) Questions & Answers to follow. Please dial 1-800-348-6433 after 8:05 a.m. There also will be a playback of the call starting at 9:15 a.m. (EST) Thursday, Nov. 1, 2001 and available for 24 hours. For playback, Dial 1-800-633-8284, and enter Reservation No. 19856986. You also may visit Redchip.com web site to hear the playback for thirty days: http://www.redchip.com .

Bradley Pharmaceuticals common stock is quoted on the Nasdaq market under the symbol BPRX.

Please visit Bradley Pharmaceuticals web site at: http://www.bradpharm.com .

This release may contain forward-looking statements that reflect management`s current views of future events and operations. These forward-looking statements are based on assumptions and external factors, including assumptions relating to regulatory action, capital requirements and competing products. Any changes in such assumptions or external factors could produce significantly different results.


BRADLEY PHARMACEUTICALS INC.
CONDENSED CONSOLIDATED
STATEMENTS OF OPERATIONS
(UNAUDITED)

Three Months Ended Nine Months Ended
September 30, September 30,
2001 2000 2001 2000

Net sales $ 6,648,439 $ 4,667,772 $ 17,855,114 $ 11,556,819
Cost of sales 1,208,561 1,060,740 3,135,875 2,915,107
5,439,878 3,607,032 14,719,239 8,641,712

Selling, general
and administrative
expenses 3,661,652 2,695,508 11,031,217 8,103,652
Depreciation
and amortization 292,551 225,521 827,301 707,598
Interest expense
(income) - net (19,030) 70,229 (7,266) 182,167
Loss due to
impairment
of asset -- -- -- 3,897,000
3,935,173 2,991,258 11,851,252 12,890,417

Income (loss)
before income
taxes 1,504,705 615,774 2,867,987 (4,248,705)

Income tax expense
(benefit) 569,000 240,000 1,080,000 (137,000)

Net income (loss) $ 935,705 $ 375,774 $ 1,787,987 $ (4,111,705)

Net income (loss)
per common share
Basic $ 0.11 $ 0.05 $ 0.22 $ (0.52)
Diluted $ 0.10 $ 0.05 $ 0.19 $ (0.52)

Weighted average
number of common
shares
Basic 8,520,000 7,910,000 8,150,000 7,900,000
Diluted 9,830,000 7,960,000 9,230,000 7,900,000

SOURCE: Bradley Pharmaceuticals, Inc.


Der Chart ist zwar in letzter Zeit ziemlic´h heissgelaufen, aber ich glaube hier ist sicher noch mehr drin. Was meint Ihr??

Kelbi

[ollihat]

Keine Frage, Bradley hat eine tolle Kursentwicklung hingelegt. Wer vor einem Jahr eingestiegen ist, hat jetzt einen Kursgewinn von 1000% !!

Nur, kann das so weitergehen? Auch bei sehr erfolgreichen Unternehmen flachen irgendwann die Zuwachsraten ab.

Die Empfehlung von Jim Oberweis sollte man nicht überbewerten, denn die Oberweis Asset Management besitzt über 266 000 Aktien von Bradley!

[mainectar]

typisch Oberweiss

wünsche allen hier

ein erfolgreiche woche

[Kelbi]

Und was haltet ihr von Bentley Pharma. oder Cima Labs als Turnaroundkandidaten noch dem Absturz von Anfang November?

Gruß

Kelbi

[Kelbi]

Was haltet ihr von dem?
TAGLICH BROTHERS

Bioanalytical Systems kaufen Datum: 15.11.2001


Die Analysten von Taglichbrothers bleiben auch nach Bekanntgabe der Ergebnisse des letzten Geschäftsjahres bei ihrer Empfehlung, Aktien des amerikanischen Biotech-Unternehmens Bioanalytical Systems zu kaufen. (WKN 923198) Die Umsätze von Bioanalytical seien im 4. Geschäftsquartal gegenüber dem Vergleichsquartal des Vorjahres um 26,9% auf 6,6 Mio. US-Dollar gestiegen. Im ganzen Geschäftsjahr 2000/2001 sei der Umsatz um 31% auf 25,3 Mio. US-Dollar angewachsen. Der Nettogewinn habe im 4. Quartal bzw. im Geschäftsjahr 0,475 Mio. US-Dollar oder 0,10 US-Dollar/Aktie bzw. 1,767 Mio. US-Dollar oder 0,38 US-Dollar/Aktie betragen. Die Ergebnisse des Geschäftsjahres seien durch folgende Faktoren positiv beeinflusst worden: durch die Ausweitung der Kundenanzahl Richtung kleinere und mittlere pharmazeutische Unternehmen, durch die zunehmende Akzeptanz des Culex(r) automatischen Blutanalysegerätes durch bestehende und neue Kunden und durch die Verbesserung der betrieblichen Marge von -6,2% auf +13,8%. Die Analysten von Taglichbrothers hätten für das 4. Quartal bzw. das Gesamtjahr mit einem Umsatz von 6,35 Mio. US-Dollar bzw. 25,0 Mio. US-Dollar gerechnet. Die Gewinnprognose für das 4. Quartal bzw. das Geschäftsjahr habe auf 0,385 Mio. US-Dollar oder 0,08 US-Dollar/Aktie bzw. auf 1,27 Mio. US-Dollar oder 0,36 US-Dollar/Aktie gelautet. Die Analysten von Taglichbrothers bleiben daher bei ihrer Kaufempfehlung für Aktien von Bioanalytical Systems und heben ihr 15-Monate-Kursziel von 8,68 US-Dollar auf 15,27 US-Dollar an (derzeitiger Kurs: 7,80 US-Dollar).




Quelle: AKTIENCHECK.DE AG


Schliessen · Drucken

[Kelbi]

Un noch eine Kandidaten für die Watchlist(Trotz Endeckung durch erste Analysten).

.

Amarin kaufen Datum: 31.10.2001


Die Analysten von "KERN Neue Märkte" raten zum Kauf der Amarin-Aktie . (WKN 887525) Die Gesellschaft erwerbe entweder vollkommen oder die Lizenz von schlecht vermarkteten Medikamenten größerer Pharmaunternehmen. Anschließend verkaufe Amarin das Medikament direkt an Ärzte. Momentan vertreibe das Unternehmen 15 Medikamente und strebe die Marktführerschaft in diesem Segment an. Das in Großbritannien ansässige Unternehmen habe im dritten Quartal einen Gewinn von 3,1 Mio. US-Dollar bzw. 28 Cents je Anteilsschein erzielen können. Im entsprechenden Vorjahresquartal seien es 7 Cents pro Aktie gewesen. Auch der Umsatz sei um 191% auf 15,6 Mio. US-Dollar verbessert worden. Aus Sicht der Charttechnik sei das Papier momentan ebenfalls sehr attraktiv. Die Experten würden das Kursziel bei 35 Euro sehen. Die Wertpapierexperten von "KERN Neue Märkte" raten daher, die Amarin-Aktie in Berlin mit einem Limit von 27 Euro zu erwerben.




Quelle: AKTIENCHECK

[Kelbi]

Sorry, meinte natürlich einen Kandidaten und Entdeckung) ;-))

[Kelbi]

So ich halte zwar nicht unbedingt viel vom GBI, aber machmal haben sie einen ganz guten Riecher:


Die Aktie der Dynacare Incorporation wird von den Wertpapieranalysten des Börsenbriefes "Global Biotech Investing" zum Kauf empfohlen. (WKN 591174) Bei diesem Wert handele es sich um Anbieter von Labordienstleistungen. Dynacare habe im vergangenen Monat die Planzahlen für das kommende Geschäftsjahr nach oben korrigiert. Das kanadische Unternehmen rechne nicht mehr mit Umsätzen in Höhe von 393,8 Millionen US-Dollar, sondern nun mit 420 Millionen US-Dollar. Bei diesen Prognosen sei eine weitere Expansion durch die Entwciklung weiterer Testverfahren sowie durch mögliche Zukäufe nicht berücksichtigt worden. Die Gesellschaft arbeite profitabel und sei mit einem KGV 2002e von unter 20 niedrig bewertet. Das Researchteam von "Global Biotech Investing" empfiehlt die Dynacare-Aktie ganz klar zu "kaufen".


Seit Empfehlung über 20 % im Plus, markierte gestern und heute neue ATH`s. Sicher kein 1000 % Kandidat aber dafür gut für solides Wachstum(siehe Branche)in Kurs und Gewinn. KUV unter 1 und KGV 02 gerade mal rund 20. Mit dieser Aktie im Depot schläft man glaube ich etwas ruhiger als z.B. mit Kinowelt
:-)))

Eure Meinungen?

[mainectar]

schönen 2 advent wünsche ich euch

[mainectar]

ICH WÜNSCHE EUCH ALLEN FRÖHLICHE WEIHNACHTEN

AUS DEM VERSCHNEITEN DÜSSELDORF

[Kelbi]

So diesen Wert lege ich euch mal wärmstens an Herz, steht schon lange auf der Watchlist, aber jetzt steig ich beim nächsten Rücksetzer ein....wenn es denn einen gibt.Tripos Targets Continued Strong Growth in 2002 Following a Record Year For 2001
- Expects To Exceed Fourth Quarter 2001 and Full Year Revenue Estimates -
ST. LOUIS, Jan. 9 /PRNewswire/ -- The nation`s leading provider of drug discovery chemical research, software and enterprise informatics, Tripos, Inc. (Nasdaq: TRPS - news) reported today that management expects continued revenue and earnings growth in 2002, following record results for the full year of 2001. The fourth quarter of 2001 will be the Company`s fifth consecutive profitable quarter.

``In 2002, demand for our integrated suite of drug discovery products and services continues to build,`` stated Dr. John P. McAlister, President and Chief Executive Officer of Tripos. ``We are presently forecasting revenues in a range of $60 to $65 million, a 25% to 38% increase over current 2001 estimates described below. Earnings per share from operations are expected to grow by 55% to 67% and are forecasted to be in the range of $0.65 to $0.70 per share. (On a comparable basis, current estimates for the 2001 fiscal year are $0.36 to $0.42 after eliminating the $0.18 per share benefit of the Arena Pharmaceuticals share sale that took place during the second quarter of 2001.) We anticipate that each of our business segments (chemistry research, consulting services and discovery software) will meet or exceed growth rates of 25% during 2002.``

``We end 2001 with continuing, multi-million dollar contracts that have been previously announced with AstraZeneca, Bristol-Myers Squibb, LION/Bayer, NovoNordisk, Pfizer, and Schering A.G.,`` continued Dr. McAlister. ``In addition to these and other contracts, Tripos recently announced three distinct new contracts with Pfizer totaling well over $100 million in potential new revenues in discovery research, software licenses, and software research activities.`` These agreements include:


-- A multi-year, multi-million dollar agreement to license Tripos`
discovery software technologies to Pfizer research locations
worldwide, announced on January 3, 2002;

-- A three-year, multi-million dollar collaborative agreement with Pfizer
to develop and deploy LITHIUM(TM), a new software platform designed to
enhance the speed and efficiency of drug discovery, announced January
3, 2002;

-- A four-year, strategic chemistry collaboration worth up to $100
million to design, synthesize and purify high-quality, drug-like
compounds to expand Pfizer`s compound file collection, announced on
January 7, 2002.


Combined with the existing contracts, backlog, and strong pipelines in all business areas, Tripos enters 2002 in a far stronger financial position than ever before.

Fourth Quarter and Full Year 2001 Outlook

For the fourth quarter, ended December 31, 2001, the Company expects to report revenues that exceed previous estimates of $12.5 to $13.5 million. Tripos now anticipates fourth quarter gross revenues of approximately $14.5 to $15.5 million, compared to revenues of $12.8 million for the fourth quarter of 2001. Tripos also expects to report earnings that exceed the analysts` estimated range of $0.09 to $0.14 per share for the fourth quarter.

As a result of the continued strong demand for its products and services, Tripos now expects to report revenues for the full year 2001 of approximately $47 to $48 million and earnings per share at the upper end of the $0.54 to $0.60 range. The Company had previously set expectations for revenues of $45 to $46 million and earnings per share in a range of $0.54 to $0.60, including a one-time, after tax benefit of the sale of Arena Pharmaceuticals shares in the second quarter totaling $0.18 per share.

Tripos will formally announce its year-end results on February 7, 2002.

About Tripos, Inc.

Tripos ( www.tripos.com ) is a leading provider of discovery chemistry, integrated discovery software products, software consulting services, and discovery research services to the pharmaceutical, biotechnology, agrochemical, and other life sciences industries. The Company combines information technology and scientific research to optimize and accelerate molecular research for the discovery of new products by customers. Tripos` products include diverse chemical libraries; collaborative and contract research for the discovery, synthesis, characterization and optimization of new chemical compounds that are active in biological systems; proprietary discovery software tools to manage, analyze and share biological and chemical information; and systems integration and other software consulting services.

This press release may contain certain statements that are forward-looking and involve risks and uncertainties. Words such as ``expects,`` ``anticipates,`` ``projects,`` ``estimates,`` ``intends,`` ``plans,`` ``believes,`` variations of such words and similar expressions are intended to identify such forward-looking statements. These statements are based on current expectations and projections made by management and are not guarantees of future performance. Therefore, actual events, outcomes and results may differ materially from what is expressed or forecast in such forward-looking statements. Tripos has identified certain factors that could cause actual results to differ materially from the forward-looking statements in its Annual Report on Form 10-K, its Quarterly Reports on Form 10-Q, and its Current Report on Form 8-K. Tripos undertakes no obligation to update any forward-looking statements contained herein.

SOURCE: Tripos, Inc.

[mainectar]

hallo epi,
wie beurteilst du die werte in 2002

beste grüsse

[mainectar]

hallo allerseits,

ich glaube mit biotechs kann mann im ersten Q 2002
eine gute rendite erzielen.

heute morgen auf CNBC bei sector watch wurde biotech eigentlich sehr empfohlen als play für die nächsten 3 monate.

mann braucht keine ergebnissberichte zu fürchten,
es gibt nähmlich keine ergebnisse.

was meint ihr ??????

[Kostolanys Erbe]

Mein Geheimfavorit für das Jahr 2002 ist Labopharm.
Hat sich Freitag in Kanada gehalten. Nicht so wie die ganzen US Bios.
Sogar heute im PLUS !!!
DDS LABOPHARM INC DDS.TO TSE
Jan. 18, 2002 Market Closed

Last Sale: Can$10.20 Net Change: 0.05 0.49%
Today`s High: Can$10.24 Today`s Low: Can$10
Best Bid: Can$10.20 Best Ask: Can$10.23
Volume: 121,177 Previous Close: Can$10.15



Schaut mal auf die Homepage www.labopharm.com.

WKNR 901564

Kosto

[Kelbi]

Noch ein paar Cryocath(heute +9 % und auf neuem ATH) und Inex Pharma(heute +/- 0 aber auch nur knapp unter ATH) und Paladin Labs(heute + 6 %, auch knapp unter ATH).

Nur so zur Anregung:-)

Vieleicht solltet ihr euch mal mit kanadischen Biotechs befassen, hat auch den Vorteil das manche schon profitabel arbeiten, bei durchaus vernünftigen Bewertungen.....

[Kelbi]

PS: Bin ich hier eigentlich fast Alleinunterhalter, kein Interesse????

[mainectar]

du bist nicht allein

[stockbaby]

lam. pharmaceuticals

Hat schon mal jemand von diese company gehört?
habe mir mal die site von www.lamp.com angesehen.
sieht ganz gut aus, was die vertreiben. von cremes zur schnellen wundheilung bis zu sex-präparaten ist die pipeline prallgefüllt.
nach dem jetzt eine roadshow in germany beginnt, und die company seit januar in frankfurt gelistet ist unter wkn. 631629, könnte die aktie richtig schwung bekommen.
bei der marktkapitalisierung komme ich auf nur ca. 15 mio euro bei einem kurs von 70 cent.
was glaubt ihr, ist ein kauf ratsam, falls die aktie am montag auf 70 cent zurückkommt.

grüsse sb.

[Kelbi]

Gehört zwar nicht ganz hier rein, empfehle aber trotzdem das Interview mal zu lesen....

Will Preclinical drug development services prove to be a hot area in Pharmaceuticals?



67 WALL STREET, New York--September 17, 2002-- Pharmaceutical Services - In an in-depth (2,500 words) Analyst Interview, Stephen S. Unger, Bear, Stearns and Co., examines the outlook for the sector and shares specific stock recommendations. This interview is part of a 472-page Bear, Stearns and Co. 15th Annual Healthcare Conference Issue featuring 8 analysts and 132 sector CEO interviews and is available by telephoning 212-952-7433 or through The Wall Street Transcript

ADVERTISEMENT



TWST: Could you give us an overview of your coverage?

Mr. Unger: It`s a sector called pharmaceutical services, which includes companies that provide either outsourcing services or software to the pharmaceutical industry.

TWST: That sounds like a broad umbrella.

Mr. Unger: Yes, it is. It covers just about all of the various activities in the pharmaceutical life cycle, from drug discovery and development to sales and marketing.

TWST: What is market penetration like today, and what can it grow to over the next few years?

Mr. Unger: In drug development, there are primarily two areas. One is preclinical outsourcing, which involves the various activities prior to getting a drug into humans, and outsourcing penetration is fairly light at this point - around 15%. The other is the clinical development side, where penetration is a bit greater, around 20%-25% by our estimates.

TWST: Is there a catalyst that`s going to increase the penetration here?

Mr. Unger: It`s hard to identify. I think it`s a gradual thing that has been occurring where drug companies have been reluctant to release staff, but also reluctant to hire. So the dynamic has been more like natural attrition, where more and more projects are turned over to third parties because it is a cost-effective alternative to hiring new staff.

TWST: Who are the winners in that segment?

Mr. Unger: Right now the market leader in clinical development is Pharmaceutical Product Development (PPDI), which displaced Quintiles Transnational (QTRN) in this position within the last year as Quintiles has had some quality problems. PPDI has been experiencing strong market momentum over the last few years and has been increasing its market share, particularly among the large pharmaceutical manufacturers. They`ve done this the old fashioned way by just rolling up their shirtsleeves and providing good quality service. They are probably the best run organization in clinical development today, along with another company called ICON (ICLR). Both of these companies receive very strong marks for service quality from my pharmaceutical industry contacts.

TWST: Is there anything technical or scientific that really sets them apart?

Mr. Unger: Not particularly. Both PPDI and ICON have strong expertise in multiple therapeutic classes, and they both have systems capabilities that are unique to them, but not necessarily different from one another. They do have a different service model than most drug development service providers, as they will put together dedicated service teams for individual projects. Individuals who are assigned to certain projects only perform on that project so that they`re not distracted with other projects and so forth, and the customer really likes that.

TWST: Is there any risk of the industry reversing course on outsourcing?

Mr. Unger: There`s always going to be the risk of that. From the discussions I`ve had within the pharmaceutical industry, I`ve concluded that the industry is very committed to using outsourcing. That commitment runs deep. People don`t realize it, but some form of outsourcing is used with just about all of the drugs that are brought to market, whether it`s certain trials or particular aspects of trials that are outsourced. So to the extent that you could call that a penetration rate, you could say that the penetration rate of outsourcing is almost 100%. While the risk is there, I do not see it reversing. It`s just too effective of an alternative.

TWST: Is PPDI your favorite in that area?

Mr. Unger: PPDI and Icon are both very good growth companies.

TWST: What`s going on in the other segment of your coverage?

Mr. Unger: In sales and marketing, we`ve found that because there has been a dearth of new drug introductions within the last two years, the pharmaceutical industry has cut back on discretionary spending in sales and marketing. That has affected just about all the companies that participate in that sector. In our coverage universe, that would be IMS Health (RX) and Dendrite International (DRTE). Our current view is that ultimately there will be new and innovative drug introductions and that these companies represent significant leverage plays on this occurring.

TWST: Is there any visibility in terms of that beginning to happen?

Mr. Unger: Unfortunately, we really don`t have significant visibility in the current pipeline. A lot of the drugs that have been coming out of the pharmaceutical industry have been follow-on types of products, where there haven`t been significant advances in science. The ones that are novel and significantly improve upon science are the types of drugs that command premium pricing and profits that get spent on sales force building, marketing programs and so forth. So while this group is currently out of favor, we think that over the long term, the fundamentals will come back and these companies - both IMS Health and Dendrite - will be beneficiaries. The question, for us, is when.

TWST: How do you have them rated at this point?

Mr. Unger: We currently rate IMS and Dendrite peer perform, and our rating for the pharmaceutical services sector is market weight. So we essentially feel that they will perform with the market this year.

TWST: As you look at this whole segment of pharmaceutical services, are there any other areas that are coming along that investors should focus on?

Mr. Unger: Right now, the hot area in pharmaceutical outsourcing is clearly preclinical drug development services. This is primarily toxicology testing, which is performed on animal models. This year, we have the three market leaders in the preclinical area all at one conference and we`re very excited about that. They are Covance (CVD), Inveresk Research (IRGI) and Charles River Laboratories (CRL). Over the last four to six quarters, all three of these companies have experienced accelerating revenue growth. Their specific businesses are focused on preclinical drug development, and that market is being driven by different dynamics. One, there are a lot more compounds in the early-stage pipeline than there used to be, and two, there are a lot more companies that have pipelines than there used to be. So a company like Charles River Labs - which also provides animal models for preclinical testing, including pharmacology testing - is seeing strong demand in just about all product lines and all customer groups. The same goes for Covance and Inveresk, which have toxicology facilities that are running at maximum capacity and have been since the beginning of last year.

So we feel very comfortable with the preclinical space, and we think that investors will be rewarded in this area because not only is demand significantly strong, but there are also clear competitive barriers to entry associated with having scarce expertise and maintaining facilities that comply with strict government and customer requirements.

[Kelbi]

Salix Pharmaceuticals Receives U.S. FDA Approvable Letter for Rifaximin
Friday October 25, 12:55 pm ET


RALEIGH, N.C.--(BUSINESS WIRE)--Oct. 25, 2002--Salix Pharmaceuticals, Ltd. (Nasdaq:SLXP - News) today announced that it has received an approvable letter from the U.S. Food and Drug Administration (FDA) for the New Drug Application (NDA) for rifaximin, an investigational drug under review for the treatment of travelers` diarrhea.
The NDA for rifaximin was accepted for filing on February 24, 2002 and was assigned a User Fee goal date of October 25, 2002.

"Salix is pleased that the FDA has issued an approvable letter for rifaximin. We are committed to bringing rifaximin to market in an expeditious manner and look forward to working with the Agency to successfully complete the approval process," stated Carolyn Logan, President and Chief Executive Officer. "Rifaximin is a gastrointestinal tract-restricted antibiotic that we believe will fulfill an important unmet medical need in the United States."

Rifaximin is characterized by delivery of high concentrations to the therapeutic site of action (gastrointestinal tract). Salix licensed rifaximin from Alfa Wassermann S.p.A. The product has been marketed in Italy since 1988 by Alfa Wassermann under the trade name Normix® and is licensed by Alfa Wassermann in Mexico to GlaxoSmithKline and Schering-Plough under the respective trade names RedActive® and Flonorm®. In addition to being developed as a treatment for travelers` diarrhea, rifaximin also is being studied in a number of other diseases. Clinical investigation is underway to assess the utility of rifaximin for the treatment of hepatic encephalopathy, a severe condition caused by compromised liver function that affects 60,000 patients in the U.S. A clinical study of the use of rifaximin in Crohn`s disease is currently underway and the Company intends to initiate small, single/multi-center studies in small bowel overgrowth, pouchitis and C. difficile-associated diarrhea during the first quarter of 2003.

Salix Pharmaceuticals, Ltd., headquartered in Raleigh, North Carolina, develops and markets prescription pharmaceutical products for the treatment of gastrointestinal diseases. Salix`s strategy is to in-license late-stage or marketed proprietary therapeutic drugs; complete the required development and regulatory submission of these products; and market them through the Company`s 60-member gastroenterology specialty sales force. Salix trades on the Nasdaq National Market under the ticker symbol "SLXP."

For more information please contact the Company at 919-862-1000 or visit our web site at www.salix.com. Information on our web site is not incorporated in our SEC filings.

[Kelbi]

Salix Pharm SLXP upgraded by UBS Warburg from Buy
to Strong Buy

[Kelbi]

Inveresk Research Reports Strong Results For the Third Quarter of 2002
Monday October 28, 7:01 am ET
* Strong 3rd Quarter growth:
- Net service revenue up 19.4% to $55.9 million - Income from operations up 56% to $11.7 million - Diluted earnings per share at $0.24, up from $0.23 (pro forma) in Q2, 2002
* Sustained growth for Q4 and beyond
- Q3 new business signings total $69.7 million - Year-to-date new business signings total $201.9 million - Full year EPS guidance increased to $0.85 - $0.87 (pro forma)
* Year-to-date cash flow from operations of $35.1 million


CARY, N.C., Oct. 28 /PRNewswire-FirstCall/ -- Inveresk Research Group, Inc. (Nasdaq: IRGI - News) today announced results for the quarterly period ended September 30, 2002. Net service revenue for the third quarter 2002 was $55.9 million, an increase of 19.4% over third quarter 2001 net service revenue presented on a similar basis. Income from operations in the third quarter 2002 was $11.7 million, an increase of 56% over income from operations earned in the third quarter 2001 on a similar basis.
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Net income (before extraordinary item) for the third quarter of 2002 was $8.9 million, or $0.24 per share, on a diluted basis, the first quarter`s earnings following our IPO in June 2002.

Net cash provided by the operating activities totaled $35.1 million in the first nine months of 2002, compared with $10.1 million in the first nine months of 2001. Including expenditure on the expansion of our two pre-clinical facilities in Montreal, Quebec and Edinburgh, Scotland, capital expenditure totaled $16.1 million in the first nine months of 2002 compared with $7.3 million during the same period in 2001.

New business signings totaled $69.7 million for the third quarter 2002, and $201.9 million for the first nine months of 2002. At September 30, 2002 backlog amounted to $206.1 million. Net day`s sales outstanding were 35 days compared with 45 days at the end of 2001.

The Company attributes its higher than expected results to the continued strength of trading in its Pre-clinical and Clinical development businesses, improved activity levels in its Phase I clinical trials operations, a positive foreign exchange impact and a reduced average tax rate.

Commenting on the third quarter results, Walter Nimmo, President and Chief Executive Officer of Inveresk Research said, "Today`s announcement of strong earnings and new business signings reflects our ability to deliver quality and high value added drug development services to our clients."

"Our strategy of maintaining a diverse service offering has proven to be very successful. Our Clinical business` profitability is ahead of target, while the Pre-clinical business maintained its record of strong revenue and profits growth."

"In light of our better than expected Q3 results, we are increasing fourth quarter EPS guidance by 10% to $0.21 - $0.23, giving full year pro forma EPS of $0.85 - $0.87."

"The solid revenue gain and new business signings demonstrates once again the confidence our clients place in Inveresk Research and its employees as providers of quality, high value-added drug development services."

In other developments, the first stage of expansion of the Company`s Montreal operations is on schedule for completion by the end of this year. This initial extension will focus on the provision of specialty toxicology services and is already fully booked on a multi-year basis. Additional expansion of the Company`s pre-clinical facilities in Edinburgh and Montreal is underway.

"We are delighted that our expansion plans are now well on track at both our Montreal and Edinburgh facilities. The pre-sale of the first Montreal extension assures us that our strategy of expanding our pre-clinical facilities is supported by increasing demand for our specialist services." Dr. Nimmo added, "We will continue to grow Pre-clinical organically to address the needs of our clients."

[Kelbi]

The Heavy Weight Of Clinical Trials
Matthew Herper, 10.23.02, 7:00 AM ET

NEW YORK - In the past four months, Wyeth shares have plummeted 30%. The reason? A giant U.S. government clinical trial, the Women`s Health Initiative, showed that long-term use of one of Wyeth`s hormone replacement drugs led to a slightly increased risk of breast cancer and heart disease. Sales for the drug, Prempro, dropped by a third, cutting Wyeth`s earnings for this year and next.

Prempro is a great treatment for the symptoms of menopause, and it also can help prevent osteoporosis. But many women were taking it because smaller studies, many of them sponsored by Wyeth (nyse: WYE - news - people ), posited that long-term use of the drug also conferred benefits to memory or the heart.

More on Wyeth
Tear Sheet

Forbes 500s

Wyeth Cautious On Long-Term Hormone Use




The problem: Small studies that follow patients for a short period of time can`t prove long-term safety or effectiveness. As more and more drugs--from arthritis pills to heart medicines to hormone replacements--are taken for years at a time, clinical trials may start to look more and more like the gargantuan Women`s Health Initiative, which followed 16,000 patients for years in its Prempro arm. Can drug companies afford this?

"It is difficult when you talk about clinical trials to suggest that every compound should be studied in this way," says Victoria Kusiak, M.D., vice president of global medical affairs at Wyeth. "It was not a study that could be done by one company. It would be very difficult to try and run these trials for every compound that`s out there."

Maybe, but drug companies are definitely running bigger studies. Medical wisdom says that most side effects become apparent once a medicine has been in use for five years or so. But the case of Prempro shows that this isn`t true for pills that are taken every day for years. Instead, clinical trials that are not only big but also well-designed, with adequate controls and close follow-up of patients, are necessary.

"When the benefit of these clinical trials is to vindicate the safety of the drug, the number of people who are tested expands significantly," says Raymond Gilmartin, chief executive of Merck (nyse: MRK - news - people ).


Merck CEO Raymond Gilmartin

Gilmartin should know. Merck is conducting huge studies to prove that its current pain medication, Vioxx, and a next-generation pill, Arcoxia, are safe for the heart. Both drugs are among a class of medicines called Cox-2 inhibitors, which are meant to treat inflammation without the gastrointestinal bleeding that ibuprofen and aspirin can cause. A year ago, some studies indicated that Vioxx and another Cox-2 inhibitor, Pharmacia`s (nyse: PHA - news - people ) Celebrex, might increase the risk of heart attack.

There is no certain proof that these cardiac side effects exist. How many patients must a company follow, and for how long, in order to prove that problem isn`t there? Novartis (nyse: NVS - news - people ), which is developing a Cox-2 drug called Prexige, has decided on even bigger clinical trials than Merck. Prexige will be tested in 13,000 patients before it goes before the Food and Drug Administration, and then in another 18,000 to try and dispel any hint of cardiovascular trouble and perhaps prove the drug has safety benefits. "I`ve never heard yet somebody say, `don`t go into this area, the clinical trials are too large,`" says Daniel Vasella, Novartis` chief executive.

But ballooning trials do seem to add to the cost of developing a new medicine. The Tufts University Center for the Study of Drug Development pegs clinical trials as one reason the cost of developing a new medicine has more than tripled, to $800 million, in the last decade. (Another reason is that many drugs are failing to work or be safe, and those costs are averaged in with the successes.)

Is there any way companies can keep these expensive studies in check?

One radical solution would be to take clinical trials out of the hands of the drug companies, and to put in place a government agency to do the work. "I think the drug companies are going to do some big, expensive trials, but until they`re done with real objectivity, I worry," says Raymond Woosley, vice president of health sciences at the University of Arizona and a noted drug-safety expert.

Woosley suggests that if trials were run by the government, fewer safeguards would be needed to make sure they are done honestly, actually decreasing cost. Vasella and others dispute that point; government bureaucracy is neither cheap nor efficient. In any case, such a change would put a major kink in getting new drugs approved.

Vasella`s answer: Let science catch up. Safer, more-effective drugs would need less testing. "We always need to focus on what the benefits to patients are, because otherwise this business model is unsustainable," he says. Gene and protein diagnostic tests now in development could allow drugs to be matched only to patients who will benefit from them. "We will be able to characterize patients even more specifically, according to their genetic makeup," Vasella says. This will result in smaller markets but better and safer pills.

While drugmakers seem to agree that new technology may eventually deliver a solution, for the moment they are faced with trying to recruit additional patients into clinical tests for their drugs. That means the cost of developing new medicines will continue to increase for the foreseeable future.

[Kelbi]

CollaGenex Pharmaceuticals Reports Record Revenues and Profitability in the Third Quarter of 2002
Tuesday October 29, 7:30 am ET
Net Income was $0.03 per Share and Revenues Increased 21% to $11.2 Million
Third quarter of 2002 marks the first quarter of profitability for CollaGenex


NEWTOWN, Pa.--(BUSINESS WIRE)--Oct. 29, 2002-- CollaGenex Pharmaceuticals, Inc. (Nasdaq:CGPI - News) today reported record revenues for the third quarter of 2002.
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Total revenues in the third quarter of 2002 increased 21% to $11.2 million compared to $9.2 million in the third quarter of 2001. Net product sales were $10.8 million in the third quarter of 2002, a 29% increase over net product sales of $8.3 million recorded in the third quarter of 2001.

Net income allocable to common stockholders for the third quarter of 2002 was $356,000, or $0.03 per basic and diluted share, compared to a net loss of $2.0 million, or $0.18 per basic and diluted share, in the third quarter of 2001. This marks the company`s first quarter of profitability.

"We are extremely gratified to have achieved our goal of attaining profitability," remarked Brian M. Gallagher, PhD, chairman, president and chief executive officer of CollaGenex. "Moreover, we achieved this important milestone for our shareholders while continuing to invest in our pipeline and planned expansion of our dermatology business."

"During the third quarter, we initiated a 160-patient clinical study to evaluate the potential use of Periostat® to treat rosacea, and we acquired the rights to our first marketed dermatology prescription product, Pandel®, a mid-potency topical corticosteroid indicated for the relief of mild-to-moderate inflammatory disorders of the skin, such as atopic dermatitis and psoriasis. Our entire sales force is now fully trained and began making sales calls on dermatologists in early October. We are executing our strategy to become a profitable, diversified specialty pharmaceutical company," continued Gallagher.

CollaGenex recently announced that it has entered into an agreement with Novartis to co-promote Denavir®, a prescription medication for the treatment of cold sores, to the dental market.

CollaGenex and Merck & Co., Inc. have also extended their agreement for the co-promotion of Vioxx® to the dental market through the end of 2003 on substantially the same terms as the original agreement, which was executed in September 1999.

For the nine months ended September 30, 2002, CollaGenex achieved total revenues of $33.0 million, a 32% increase from total revenues of $25.0 million recorded during the nine months ended September 30, 2001. Net product sales for the first nine months ended September 30, 2002 were $31.0 million, a 43% increase over the $21.7 million in net product sales during the corresponding period in 2001.

The net loss allocable to common stockholders for the first nine months of 2002 was $1.4 million, or $0.13 per basic and diluted share, compared to a net loss allocable to common stockholders of $8.2 million, or $0.80 per basic and diluted share, during the first nine months of 2001.

"We are pleased with the significant increases in our net product sales during both the third quarter and first nine months of 2002 compared to the corresponding periods in 2001," commented Nancy C. Broadbent, chief financial officer of CollaGenex. "These increases reflect growth in net sales of Periostat as well as the addition of the Atrix dental products and Pandel."

"Importantly, we achieved this growth while reducing S,G&A expense by redirecting marketing funds toward professional promotion efforts to dentists and reducing direct-to-consumer advertising," Ms. Broadbent continued. "During the first nine months of both 2001 and 2002, we spent approximately $25 million on S,G&A. However, we achieved significantly higher net product sales of $31.0 million in the first nine months of 2002 versus $21.7 million in the corresponding period a year earlier. We also increased our investment in our pipeline, setting a foundation for future growth."

CollaGenex Pharmaceuticals, Inc. is a specialty pharmaceutical company focused on providing innovative medical therapies to the dental and dermatology markets.

The Company`s 120-person professional dental pharmaceutical sales force markets Periostat, the first and only pharmaceutical to treat periodontal disease by inhibiting the enzymes that destroy periodontal support tissues, Vioxx, a Merck & Co. drug that CollaGenex co-promotes for the treatment of acute dental pain, Atridox®, Atrisorb® and Atrisorb-D®, Atrix Laboratories Inc.`s products for the treatment of adult periodontitis and Pandel, a mid-potency prescription corticosteroid licensed from Savage Laboratories.

Research has shown that the enzyme suppression technology underlying Periostat may also be applicable to other diseases involving inflammation and/or destruction of the body`s connective tissues, including acne, rosacea, meibomianitis and cancer metastasis, among others.

CollaGenex is further developing Periostat, as well as a series of novel, proprietary compounds known as IMPACS(TM) (Inhibitors of Multiple Proteases and Cytokines), to address these applications.

[Kelbi]

OXiGENE Announces Commencement of Phase I/II Clinical Trial of Combretastatin A4 Prodrug
Tuesday January 7, 2:00 am ET
Radiotherapy to be Combined with Company`s Lead Vascular Targeting Compound in Patients with Advanced Cancer of the Lung, Head & Neck and Prostate


WATERTOWN, Mass.--(BUSINESS WIRE)--Jan. 7, 2003-- Three Human Trials Now Underway for CA4P Including Phase II Study of Patients with Thyroid Cancer Initiated in December 2002
OXiGENE, Inc. (Nasdaq: OXGN, SSE: OXGN) today announced the initiation of a Phase I/II combination study of its lead vascular targeting agent (VTA), Combretastatin A4 Prodrug (CA4P), in patients with advanced cancer of the lung, head & neck and prostate. These cancers accounted for an estimated 192,500 deaths in the United States in 2002. CA4P became the first VTA to move to an advanced-stage human trial when OXiGENE announced the commencement of a Phase II trial in late December for CA4P in patients with a rare and often incurable form of thyroid cancer.

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In the Phase I/II trial, CA4P will be combined with radiotherapy in a dose-escalating study of approximately 30 patients to be conducted at Mount Vernon Hospital in London. The trial protocol has been approved by the United Kingdom`s health regulatory authority, the Medicines Control Agency, as well as the hospital`s Institutional Ethics Committee. OXiGENE`s CA4P represents an emerging class of novel tumor-starving compounds that are designed to selectively damage the vascular structure of solid tumors.

"The combination of CA4P and radiotherapy has shown a high degree of synergy in pre-clinical studies, with a 10-500 fold reduction in tumor cell survival as compared with radiotherapy treatment alone," said Fred Driscoll, OXiGENE`s President and CEO. "As a result, we are particularly excited about this next phase of clinical development. This is the second combination trial of CA4P initiated this year, and we plan to continue pursuing clinical opportunities targeting CA4P at specific cancer indications."

"In the Phase I studies of CA4P given as a single agent, there was compelling imaging data demonstrating blood flow reductions to central tumor regions," said the trial`s lead investigator, Peter Hoskin, M.D., clinical oncologist at Mount Vernon Hospital. "In several pre-clinical studies, CA4P was shown to augment the tumor-killing ability of radiation, which is sometimes ineffective in the less oxygenated interiors of the tumor. The potential complementary nature of these therapies is the reason we believe that this combination of treatment modalities holds significant clinical promise."

In addition to the trial announced today, a Phase II study of CA4P in patients with a rare and often incurable form of thyroid cancer recently began at the Ireland Cancer Center at University Hospitals of Cleveland. Approximately 32 patients are expected to be enrolled in that study. Researchers will evaluate CA4P`s effectiveness in extending the survival of patients with advanced anaplastic carcinoma of the thyroid (ATC). A key objective will be to determine whether CA4P can double to 12 months the median survival of patients with advanced stages of the disease. ATC is an extremely aggressive disease with a poor prognosis and no established standard treatment therapy.

A Phase Ib trial of CA4P is also underway at the University of Pennsylvania`s Presbyterian Medical Center, where researchers are studying the VTA in combination with a chemotherapy drug called Carboplatin.

CA4P attacks the vasculature structure of solid tumors and other diseases characterized by the formation of aberrant blood vessels. The compound triggers a change in the shape of endothelial cells lining a tumor`s blood vessels. This in turn blocks the flow of blood to the tumor, depriving it of oxygen and nutrients. The compound is a synthetic form of CA4, a natural substance found in the bark of the South African willow tree known as combretum caffrum. CA4 was identified and isolated in 1987 by Professor G. Robert Pettit, director of the Cancer Research Institute at Arizona State University.

In the Phase I/II trial announced today, researchers plan to use Magnetic Resonance Imaging and Computerized Axial Tomography to measure CA4P`s success in stemming blood flow to the tumor. Phase I/II studies are designed to assess the safety, short- and long-term toxicity, maximum tolerated dose and tumor response of the combination therapy

mehr als 150 % in 5 Tagen.......

[Shangri]

Schaut Euch mal GTCB an. IMO langfristig starke Chancen.

http://www.gtc-bio.com

[Kelbi]

PainCARE Reports Record Growth For Third Fiscal Quarter
Friday November 8, 8:00 am ET
Revenue Increased 58% and Net Income Up 63% For Past Nine Months


ORLANDO, Fla., Nov. 8 /PRNewswire-FirstCall/ -- HelpMate Robotics, Inc. (OTC Bulletin Board: HMRB - News), dba PainCARE, today reported a record 63% increase in net income and a 58% percent increase in revenue for the past nine months compared to the same period a year ago. The Company also had a record 52% third quarter revenue increase compared with the prior year`s third quarter.
For the nine months ended September 30, 2002, PainCARE generated $5,261,802 in revenues, a 58% increase over revenues of $3,340,242 reported for the comparable nine-month period in the prior year. Net income before tax increased 147% to $802,706 for the current nine-month reporting period, compared to $324,580 in net income before tax for the same period in 2001. Net income, after provisioning for income taxes, increased 63% to $529,854, or $0.06 per share ($0.05 per fully diluted share), compared to $324,580, or $0.039 per share ($0.033 per fully diluted share), for the nine months ended September 30, 2001.

Revenues for the three months ended September 30, 2002 totaled $1,720,419, up 52% over revenues of $1,135,376 posted for the same period in the previous year. Net income before allowing for income taxes was $216,994 in Q302, compared to net income before tax of $16,588 posted for the comparable quarter in 2001. Net income after tax for the current three-month period was $143,216, or $0.016 per share ($0.013 per fully diluted share), a 763% increase over net income after tax of $16,588, or $0.002 per share ($0.002 per fully diluted share) reported for the three months ended September 30, 2001.

"Our record results for the third quarter and the past nine months demonstrates how our aggressive growth initiatives are paying off," said Randy Lubinsky, Chief Executive Officer of PainCARE. "Buoyed by a very strong balance sheet, continued growth in our company-owned and managed practices, exploding demand for our new MedX-Direct rehabilitation program, and several acquisitions in various stages of completion or negotiation, we are very enthusiastic about the future of the Company."

"PainCARE is well positioned coming into our fourth quarter to deliver full-year financial results that are in line with our expectations. Moreover, we are pleased that we are approaching the minimum qualifications necessary to qualify for listing on several of the major stock exchanges, and look forward to pursing such listing as soon as we qualify and it`s reasonably feasible," added Chief Financial Officer Mark Szporka.

Corporate highlights in the third quarter included:

* Letter of Intent signed to acquire successful pain management practice
in Jacksonville, Florida, which is expected to contribute over
$2 million in revenue and over $700,000 in EBITDA to PainCARE in FY03;
* Expanded MedX-Direct national network to include scheduled deployments
at established medical practices in Hialeah and Tampa, Florida; Denver,
Colorado; Seattle, Washington and Charleston, South Carolina; and
* Dramatically increased the number of candidates for MedX-Direct
rehabilitation program currently under review to nearly 150 potential
sites.

[mainectar]

hallo alle

bin wieder eingestiegen am freitag

jetzt wird es endlich wieder nach oben gehen

schönes wochenende

[Mistkater]

warum jezt nach oben?Weil Du rein bist?

Ich bin vor einer Woche rein und seit der Zeit gehts nach unten. Denke schon darüber nach ob ein Ausstieg mit Verlust besser ist als totalverlust.

Wäre deshalb über eine Erklärung dankbar, woher Dein Optimismus kommt

[mainectar]

guten morgen

ein müder thread hier
wo steckt ihr alle
wo wird noch gechattet wie früher

schönen sonntag aus ddorf

[perry2]

Machst du das öfters? Immerhin haben allein in diesem Thread 40 Leute deinen Morgengruß lesen wollen. Bist wohl bekannt für deine Freundlichkeit?
Also, ebenfalls einen wunderschönen Guten Morgen.
Perry

PS. Ist aber auch ein müder Thread hier... !

[mainectar]

hallo und guten morgen

bin in lauerstellung mit cash

habe leider die dax rallye diese woche verpasst

hören uns dann noch diese wochenende

bis später

grüsse aus dem verregneten düsseldorf