generics - 500 Beiträge pro Seite

[dosto]

ein auszug aus dem handelsblatt vor einiger zeit, brachte mich auf folgende reflektionen.
zuerst die meldung
quelle handelsblatt

umsatzanteile 1999 von medikamenten der patenschutz ausläuft:

astra zeneca 56% bis 2001
schering plough 48% bis 2002
bristol-my 42% bis 2000
eli lily 29% bis 2000
merck 26% bis 2000
novartis 24 % bis 2000
bayer 20% bis 2000
pfizer 15% bis 2000
gsk 15% bis 2002
aventis 10 % bis 2005

insgesamt rechnet die zeitschrift das auf 40 milliarden $ hoch die im raume stehen.

die refelktion ist doch klar,
die gewinner der nächsten zeit werden doch nicht die forschenden biotech wie millenium, vertex etc ohne präperat o der wenig penetranz,sein, aber noch 2 jahre forschung vor sich haben.
sondern die generics werden versuchen sich soviel, als möglich von dem kuchen zu angeln.

und da sind dann so wunderbare firmen, die auch noch schwarze zahlen schreiben wie

MYL
BRL
IVX
und WPI

zuerst zu konsultieren.
denn dort wird wahrscheinlich der schmackes in den nächsten
2 jahren ablaufen und nicht in den labors.

gruß dosto

[dosto]

und sieh da was haben wir in good old germany

stada

sieht sehr beeindruckend aus der chart,
wenn ich da andere dagegen setze.
sind die dot.coms jetzt vom koks bei den beruhigungspillen gelandet.
prozac wird frei.
hui- generics- vereinigt euch.
barr hat 180 tage vorverkaufsrecht.

[fishey]

Hast du die WKN 725180 und 725183 vergessen?

HTF

[southbound]

http://finance.yahoo.com/q?s=DRMD+HDGC.OB+PRX+ABRX.OB+ALO+BR…

[southbound]

Hier noch mehr links.
Dr. Reddy aus Indien nicht vergessen.

http://ragingbull.lycos.com/mboard/boards.cgi?board=RDY&read…

[fishey]

@dosto

Bin von diesem Wert voll überzeugt. Das ist eine Aktie, die legst du ins Depot, schaust einmal im Monat nach dem Kurs und in 2 Jahren kann man mal über Verkaufen nachdenken. Man muß lediglich die Gewinne von Zeit zu Zeit absichern.

HTF

[genya]

@dosto: BRL ist gut, aber schon gelaufen. Hochspekulativ: ADRX, KZ 90$, vorausgesetzt, die gewinnen die Prozesse, wie es eigentlich auch ausschaut. Ich habe mir übrigens bei 19$ wieder NOVN geleistet, gute Substanz, werden wohl bis über 30$ gehen. Aus Europa würde ich keine deutschen Pharmas kaufen, die Ulla S. wird wohl oder übel die "neue" GS-Reform machen müssen, dann gehts den deutschen Pharmaka an die Substanz, Schweizer sind besser, Franzmänner auch...
wer NAS-geblendet ist, schaue sich IMPH an, viel, sehr viel "Potenzia".

[dosto]

ich habe erst mal einen punkt angerissen, der
mir überhaupt in der bioeuphorie zu unrecht zu kurz
kommt.
ich werde mir die geposteten werte fein säuberlich notieren
und nicht in den wind schieben.

französische generikas, da bitte ich um unterstützung, welche firmen
kommt da in frage?

[genya]

Die, die Höchst gekauft haben.
Aber Generika sind nicht meine Favoriten, wenn es schon Pharmas oder Bios sein müssen, dann Stemcells: und da gibts nur eins: Geron. Potential bis 30$, auf 24 Monate gesehen. Wahrscheinlich mehr...

[southbound]

http://markets.forbes.com/forbesrpt/Industry_Group_Best.html…

[genya]

@southbound: danke für den Vergleich. Allein der Outperformer BPRX hat noch ein Verdreifachungspotential, trotz KGV von 22, wenn man die mit TARO vergleicht.
Es sei denn, die Blase platzt vorher...

[southbound]

@genya
BPRX, TARO u.a. sind momentan so ziemlich zuverlässig.
Charttechnisch gefallen die mir alle nicht mehr so richtig.
Gerade BPRX, bewegt sich innerhalb einer trading range, kommt nicht mehr an die 10$ heran, und ich habe kaum größere Kauforder gesehen. Gehandelte Ordergrößen kaum über 500 St. .
Obwohl, nach dem KGV det Ding anspringen müßte, im Vergleich zu den anderen Generics.
Gerade PRX P/E 200, ist so ein Kandidat, wo es bald nach Süden gehen sollte. Das Problem bei vielen generics, ich lasse mich gern eines besseren belehren, ist die abhängikeit von wenigen Produkten.
Ich bin momentan an Dr. Reddy`s Lab längerfristig dran, die haben heute in Indien wieder auf ATH geschlossen, kurz unter der wichtigen charttechnischen Marke von 2000 Rupies, mit einem Rekordumsatz (erstmalig über 1 mio). Die scheinen momentan in Indien zu hypen, und haben letzte Woche erst wieder ein "fresh buy"
bekommen. Die haben dieses Jahr erst 45% gemacht, im Gegensatz zu den Highflyern im dreistelligen Prozentbereich.
Dort, in Indien, ist aber eine ähnliche Entwicklung zu sehen wie überall, Fluchtburg der Longs in vermeintliche sichere Wertpapiere, jenseits aller techs.

[Gulliver]

US-Markteinführung von Barr-Medikament

Die Barr Laboratories Inc., ein Entwickler, Hersteller und Vermarkter von Medikamenten, erhielt von der U.S. Food & Drug Administration (FDA) die Marktzulassung für seine USP 125 mg Kapseln Flutamide. Mit der Vermarktung soll umgehend begonnen werden.


Das Präparat dient der Behandlung von Prostata-Krebs. Es ist ein Generika des Medikaments Eulexin der Schering-Plough Corp. Dessen Patentschutz ist kürzlich erloschen. Der jährliche Umsatz von Eulexin beläuft sich auf etwa 60,0 Mio. Dollar.


Die Aktien von Barr fielen in New York um 2,99 Prozent und schlossen am Dienstag bei 77,21 Dollar.

[dosto]

taro und teva

ist aber in israel ansässig- und davon würde ich im moment lieber meine pfoten lassen.

[dosto]

Mylan Receives Approval for Enalapril Maleate and Hydrochlorothiazide
WEDNESDAY, SEPTEMBER 19, 2001 11:51 AM
- BusinessWire

PITTSBURGH, Sep 19, 2001 (BUSINESS WIRE) -- Mylan Laboratories Inc. (NYSE:MYL) today announced that it has received approval from the U.S. Food and Drug Administration for Enalapril Maleate and Hydrochlorothiazide Tablets USP, 5 mg/12.5 mg and 10 mg/25 mg the generic equivalent of Merck Research Laboratories` Vaseretic(R) Tablets.

The approval follows the expiration of pediatric exclusivity granted to Merck for its Vaseretic product.

Enalapril Maleate and Hydrochlorothiazide is indicated for the treatment of hypertension. It is effective alone or in combination with other antihypertensive agents.

The Company is pleased to add Enalapril Maleate and Hydrochlorothiazide to its extensive portfolio of antihypertensive products. The product will be launched immediately. Current annual sales are approximately $67 million

[dosto]

Barr Labs to buy back up to $100 mln shares
MONDAY, SEPTEMBER 17, 2001 9:18 AM
- Reuters

POMONA, N.Y., Sept 17 (Reuters) - Generic drugmaker Barr Laboratories, Inc. (NYSE:BRL) said Monday its board of directors authorized management to allocate up to $100 million to repurchase shares of the company`s common stock.

It said this authorization represents management`s confidence in the stock market and the economy, and its confidence in the prospects for the company.

Barr said the board authorized management to act at its discretion to ensure stability of the trading of Barr`s common shares.

Barr stock closed on the New York Stock Exchange at $81.20 on Sept 10

[dosto]

rhapsodie in blue

gentics gehen down.
israelische werden zerlegt werden.

trotzdem die meldungen sind nicht schlecht aus der branche.
allerdings immer noch hohe bewertung.
der markt wird aber für einige spielend 20% plus
hergeben und davon wird es in nächster zeit nicht allzuviele
branchen geben.

also hold on your watchlist.
daß wir im moment nicht in kaufstimmung sind (wir seriösen,
die schon alles haben, und wenig brauchen, und schon
beeindrucken wenn wir mit gap-unterhosen den saal betreten,
weil uns alles anstarrt) ist doch klar
die die noch große autos- ferne reisen etc also alle
die bisher auf der strecke geblieben sind, sollten
sich in die zockerwerte stürzen)
wir werden sie so oder dann dann wieder mit unseren privatjet beim flug nach darwin-ausiland wieder überholen.

gruß dosto

[dosto]

FBR Initiates Coverage of IVAX Corporation
FRIDAY, SEPTEMBER 21, 2001 3:59 PM
- PRNewswire

ARLINGTON, Va., Sep 21, 2001 /PRNewswire via COMTEX/ -- Friedman, Billings, Ramsey & Co., Inc., a subsidiary of Friedman, Billings, Ramsey Group, Inc. (NYSE:FBR) today initiated coverage of IVAX Corporation (NYSE:IVX) with a "Buy" rating and a 12-month price target of $33 per share.

In a 21-page report, Senior Healthcare Analyst and Managing Director Andrew Forman identified IVAX Corporation as a manufacturer and marketer of proprietary and generic pharmaceutical products, poised for dramatic growth from existing drug sales and the expected commercialization of several products in Europe and the U.S.

Yesterday`s 30% decline in IVX shares following management`s preannouncement that some Onxol orders may not be filled this quarter was a severe overreaction, Forman said. The truth is there were some very large orders, notably from Novation, and these orders will likely not be filled until October, he said.

"The market has reacted as if IVAX halted supply of Onxol forever," Forman said. Yet, in reality, IVAX`s multiyear agreement (signed in August) with Novation, the #1 U.S. hospital supply chain management company, should enable the company to generate Onxol sales that reach or exceed $267 million in 2001 and $260 million in 2002."

IVAX Corporation engages in the research, development, licensing, manufacture, marketing, and distribution of proprietary and generic pharmaceutical products in the United States and foreign markets. In the United States, IVAX manufactures and markets approximately 57 generic prescription drugs in capsule or tablet forms in an aggregate of approximately 116 dosage strengths. On the proprietary side, IVAX has developed the Easi- Breath inhaler device for the treatment of asthma and has several NDA projects in its pipeline.

IVAX Corporation closed last night at $17.90 per share.

[dosto]

IVAX sees quarterly net up; generic Taxol sales down
THURSDAY, SEPTEMBER 20, 2001 8:14 AM
- Reuters

MIAMI, Sept 20 (Reuters) - Drug firm IVAX Corp. (AMEX:IVX) said on Thursday it expects third-quarter earnings to be higher, but sales of its generic Taxol cancer drug will drop because of shipping problems resulting from last week`s air attacks on the World Trade Center.

"We anticipate IVAX` earnings for the third quarter will be substantially higher than those of last year`s comparable quarter," the company said in a letter to shareholders. "However, as the current quarter is still in progress we cannot be more specific at this time."

It said the Sept. 11 attacks had resulted in some back-up delays and disruption in the transportation system bringing raw materials from overseas suppliers and shipping finished goods worldwide.

"We are attempting to make alternative arrangements to minimize this situation," the letter said. "Furthermore, with the previous widely reported presence of new competitors in the U.S. generic paclitaxel marketplace, and their subsequent lowering of prices, IVAX` revenues for this product in the third quarter will be significantly lower than in the second quarter."

Sales of the generic version of the breast and ovarian cancer drug Taxol, have been driving IVAX earnings recently

das vorjahresergebnis war

umsatz: 182 mille
profit: 30,7 mille
per shares 0.15

[southbound]

Ivax Buys U.S. Marketing Rights to Elan Allergy Drugs
By Christopher Elser


Miami, Sept. 26 (Bloomberg) -- Ivax Corp. said it will buy the U.S. rights to two allergy treatments, Nasarel and Nasalide, from Elan Corp., Ireland`s biggest drugmaker. Terms of the sale were not disclosed.

Miami-based Ivax will market the two nasal steroid drugs through its Wakefield Pharmaceuticals subsidiary, it said in a statement released on the U.K.`s Regulatory News Service.

Nasarel is an improved version of Nasalide, and competes with GlaxoSmithKline Plc`s Flonase in a market that may grow to $1.5 billion a year in sales, Ivax said. Ivax salespeople will market the drug, the lowest priced nasal steroid, as it expands its range of respiratory treatments.

``Their efficacy and safety, as shown in multicenter clinical trials and their long history on the market, make us believe that they have major growth potential,`` said Neil Flanzraich, president of Ivax, in a statement.

Elan is selling the drugs to concentrate on other diseases, such as oncology and dermatology.

Ivax shares rose as much as $1.63, or 9 percent, to $19.83, while Elan shares rose 5 pence, or 0.2 percent to 3,155p in London

[Guru-Schreck]

Charttechnisch sieht Ivax nicht mehr so gut aus, auch wenn es gestern wieder
nach oben ging oder wie seht ihr das ?

[dosto]

charttechnisch kannste das ding vergessen:

entweder du glaubst es geht noch runter auf 10$
dann hast du ein kgv von 10.

oder die gurke hält ihr kgv von ca 20, dann geht sie halt bis ca 15$
somit eine trade range von 15-30$

such dirs raus, was dir paßt, wies kommt weiß keiner.
fundamental ist das ding ok.
sie kaufen umsatz dazu, hoffentlich auch profit.
mit 900 mille in der kasse erwarte ich das von ihnen,
oder eine fette dividende, das geld muß arbeiten,
für die company und für die shareholder,
das war ein schritt, der progress ist offen, hoffen wir
auf eine profitsteigerung so 75 mille, das wären dann 300
millionen profit im jahr, also wir unterhalten uns hier nicht um eine überpowerte high-tech oder bio-tech bude.,
sondern eher über was solides, das wahrscheinlich in keine
rezession schlidert, oder nur gemäßigt.
fertigungskapazitäten sind auch vorhanden, es wird zeit daß
die loslegen, sie auzulasten.

gruß dosto
der meint ivax ist ein ziemlich beruhigendes investment,
über das nächste jahr, zumal sie für broker-teilnehmer
optionsfähig sind.

[dosto]

CORONA, Calif., Sept 27 (Reuters) - Watson Pharmaceuticals Inc. (NYSE:WPI) on Thursday said it settled a patent infringement suit with Aventis Pharma AG, the pharmaceutical arm of Aventis SA (NYSE:AVE), and that it expected the settlement to result in a one-time third-quarter gain of about $60 million.

In August 1999, Corona, California-based Watson filed suit against Rhone-Poulenc Rorer Inc. -- a predecessor company of Aventis -- seeking damages and injunctive relief for breach of contract arising under certain agreements related to Watson`s June 1997 acquisition of Dilacor XR and its generic equivalent from Rhone-Poulenc. Dilacor XR is used to treat high blood pressure and chronic stable angina.

As a result of the settlement, Watson expects to recognize a nonrecurring gain of approximately $60 million in the third quarter. Other terms of the settlement have not been disclosed.

"We are pleased to have resolved these issues with Aventis and look forward to putting these matters behind us," Allen Chao, Watson`s chairman and chief executive, said in a statement.

[dosto]

Reuters

TORONTO, Oct 2 (Reuters) - Biovail Corp (NYSE:BVF)(NYSE:BVF) said on Tuesday it had filed with U.S. regulators to sell a melt-in-the-mouth antidepressant similar to Prozac, joining a long list of firms trying to muscle in on Eli Lilly (NYSE:LLY) & Co.`s lucrative franchise.

The Canadian drug developer said its FlashDose formulation of fluoxetine, a leading Selective Serotonin Reuptake Inhibitor prescribed for depression, obsessive compulsive disorder and bulimia, is aimed at 15 percent of patients not able to swallow pills.

Unlike generic drug developers, Biovail plans to show that its drug is different, and offers advantages over currently marketed fluoxetine products.

Biovail is carving out a niche for itself by combining drug delivery technologies with proven, off-patent compounds to create drugs with fewer side effects.

A handful of companies has filed with regulators to sell generic versions of Prozac, with Barr Laboratories Inc. (NYSE:BRL) winning approval for its 20-milligram capsule on Aug. 2, giving it 180 days on the market as the only generic version of Prozac.

Prozac, launched in the United States in 1998, was the first of a revolutionary new class of antidepressants that coax serotonin, a brain messenger chemical, to remain in spaces surrounding nerve endings, instead of moving into nerve endings -- a process believed to stave off depression`s symptoms.

Eli Lilly`s Prozac racked up about $2.8 billion in sales for the 12 months ended June 2001, but as much as 80 percent of these sales could end up in the hands of generics as health insurers look to cut costs.

Shares of Biovail closed at $44.96 on Monday in New York, down slightly from a year high of $48.45, and have remained strong in the recent market downturn as investors deem its diversified revenue stream, and deep-drug pipeline as resilient to the ups and downs of the economy.


ich kann zu der aktie noch nicht viel sagen, außer der chart sieht aus wie
das kaisergebirge,
muß mir das erst genau anschauen,
wird auch in münchen gehandelt, kurz vor all time high.
aber doppeltop verdächtig?

[besserals]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[dosto]

besserALS

qas soll ich eigentlich mit diesem mist den du da postet.

was interessieren ausgerechnet dosto was die analysten
zu sagen haben, vöölig wurscht sind mir deren einschätzungen,
auch die ge.mode, die haben acu keine ahnung vom g-punkt des
aktienmarktes.
also so ein stuß brauch ich nicht nochmal,
völlihg banales zeug, mich interessieren nur die meinungen
vom bord und nicht die der profis, dazu habe ich genug beziehungen selbst um die eigentliche wahrheit zu erfragen.


nun zu einem boogie boogie toy
hat auch mit generrics was zu tun, und darauf kommts hier wohl an-oder?

mylan ist heute auf 5 jahreshoch, ein prosit,


wie auch die werte barr, ivx , prx, bvl
scheinbar ganz gut laufen
generics sind wieder in.

und werden nicht von bloget, bekker, anacompa etc.
besprochen, gott sei dank noch nicht.

gruß dosto

[cabinda]

hallo dosto,

good news zu ivax:

8:43am 10/22/01

Ivax highlights generic cancer drug (IVX, BMY)
By Ted Griffith
Ivax Corp. said Monday that patient testing indicated its generic cancer drug was as effective, or more effective, than its branded competitor, Taxol, made by Bristol-Myers Squibb. Ivax also said its drug, called Paxoral, didn`t have the "inconvenience and side effects of the prolonged infusions and pre-medications associated with Taxol." Ahead of the announcement, shares of Ivax (IVX) fell $1.20 to $19.90 while shares of Bristol-Myers (BMY) dipped 53 cents to $58.23.

grüsse
cabinda

[dosto]

Barr Reports First Quarter 2002 EPS of $1.80
TUESDAY, OCTOBER 23, 2001 8:06 AM
- PRNewswire

POMONA, N.Y., Oct 23, 2001 /PRNewswire via COMTEX/ -- Barr Laboratories, Inc. (NYSE:BRL) today reported net earnings of $67 million, or $1.80 per share on a fully diluted basis for the first quarter of fiscal 2002, ended September 30, 2001, compared to $10.4 million, or $0.28 per share during the same period last year. Total revenues for the first quarter were $315.3 million, when compared to total revenues of $103.1 million in the first quarter of fiscal 2001.

"The launch of our Fluoxetine 20 mg capsule, the generic of Eli Lilly`s Prozac(R) anti-depressant, drove unprecedented sales and earnings growth," said Bruce L. Downey, Barr`s Chairman and Chief Executive Officer. "Our capsule product accounts for approximately 65% of the total market for the 20 mg dosage form, generic and brand, less than two months after launch."

"Tamoxifen sales increased at double-digit rates, during the first quarter, as did sales for non-Tamoxifen products, which were fueled in part by sales of new products," Downey continued. "We were also pleased to announce the addition of the development of the Adenovirus vaccine, under contract with the Department of Defense, to our proprietary product pipeline. This project represents an additional step in our announced intention to develop biotechnology-based products, and joins Japanese encephalitis as our second vaccine product."

Revenues
Product Sales

Total product sales for the first quarter of fiscal 2002 were $309.8 million, as compared to $99.7 million in the first quarter of fiscal 2001. Fluoxetine accounted for approximately $175 million of the total. Sales of Tamoxifen, the breast cancer treatment distributed by Barr, increased approximately 44% to $89.9 million versus approximately $62.5 million in the prior year period. Sales of products other than Tamoxifen and Fluoxetine increased by 21%. Contributing to this increase were sales of Norethindrone Acetate, the generic equivalent of the hormonal agent Aygestin that was launched in June 2001, and revenues recognized from the spring launch of Barr`s proprietary Trexall(TM) product, used to treat rheumatoid arthritis.

Development and Other Revenue

During the first quarter of fiscal 2002, the Company reported development and other revenue of approximately $5.6 million, compared to $3.5 million in the first quarter of fiscal 2001. Development and other revenue is primarily related to the development and co-marketing alliance with DuPont Pharmaceuticals Company.

Proceeds from Patent Challenge Settlement

Proceeds from Patent Challenge Settlement were approximately $7.9 million, compared to $7 million in the prior year.

R&D Spending Increases 38%

R&D expenses increased 38% to $15.3 million for the first quarter of fiscal 2002, compared to $11.1 million in the first quarter of last year. The increase was primarily due to an increased investment in outside clinical studies related to the development of the Company`s SEASONALE(TM) oral contraceptive and the CyPat(TM) treatment for symptoms associated with the treatment of prostate cancer. In addition, the increase reflected headcount and related costs associated with proprietary development.

The Company has filed four Abbreviated New Drug Applications (ANDAs) during the first quarter, and a total of six applications to date. During the quarter, Barr received approval for Flutamide Capsules, USP 125 mg, the generic equivalent of Schering Corporation`s Eulexin(R) capsules, used for the treatment of prostate cancer. In addition, the Company announced the initiation of patent challenges against Aventis Pharmaceuticals` Allegra(R) allergy treatments; Pfizer`s Estrostep(R) Fe oral contraceptive; and Merck & Co., Inc.`s Fosamax(R) osteoporosis treatment. A total of eight patent challenge cases are currently pending.

Also during the quarter, Barr announced that it has been awarded a $35 million contract from the Department of Defense to develop Adenovirus Vaccines Type 4 and 7. The vaccines, which could receive FDA approval as early as 2007, would be dispensed to Armed Services recruits to prevent epidemics of severe acute respiratory (ARD) diseases that are a leading cause of hospitalizations of military trainees.

SG&A Expenses

SG&A expenses increased 35% to $16.4 million during the first quarter of fiscal 2002 when compared to $12.1 million in the first quarter of last year. This increase was due primarily to higher costs related to the launch of Fluoxetine, as well as legal costs related to ongoing patent challenges and the development of potential patent challenge cases.

In June, Barr announced that the Company had entered into a merger agreement with Duramed Pharmaceuticals, Inc. (NasdaqRMD), a developer, manufacturer and marketer of prescription drug products, focusing on women`s health and the hormone replacement therapy markets. On September 20, 2001, the Hart-Scott-Rodino waiting period expired, permitting the companies to hold respective shareholder votes to finalize the transaction. Duramed will hold its Special Meeting of Shareholders on October 23, 2001 at 8:30 AM in Cincinnati, Ohio, and Barr will hold its Special Meeting of Shareholders on October 24, 2001 at 1 PM in New York City



southbound

wie siehts aus mit rdy
bist du noch dabei
ich hab die jetzt mal auf meiner pfanne.

gruß dosto

[dosto]

cabinda

bin bei ivx

wieder auf der käuferseite
hoffe das das gap geschlossen wird.
ergebnisse werden nicht honoriert, wenigstens nicht in der
branche, alles glotzt gebannt auf high tech und freut sich
über die penny - schlagen- batscherei. der kindergarten
tanzt dann ringelreihen,
wir haben die erwartungen übertroffen, übertroffen
und
davon sind wir ganz besoffen, besoffen

das ganze in schiß-dur, ohne kreuze, da sonst zu komliziert
und nicht mehr umsetzbar durchs volk.

[dosto]

UPDATE 2-Battle over Prilosec begins in New York courtroom
MONDAY, OCTOBER 22, 2001 7:34 PM
- Reuters

10-22 0587 UPDATE 2-Battle over Prilosec begins in New York courtroom

(updates stock prices, adds Andrx comment on court date)

By Jed Seltzer

NEW YORK, Oct 22 (Reuters) - A U.S. judge on Monday set an early December date for the start of a critical court battle over the world`s No. 1 medicine -- heartburn and ulcer pill Prilosec -- pitting drug giant AstraZeneca Plc (NYSE:AZN) against generic drugmakers from around the world.

Andrx Corp. (NASDAQ NM:ADRX) and other generic firms are aiming to grab a share of the $6 billion-a-year market for Prilosec by making cheaper copycat versions of the heartburn pill, but AstraZeneca has sued the companies, claiming it still holds patent protection over the drug.

At a pretrial hearing on Monday, Judge Barbara Jones of the U.S. District Court for the Southern District of New York set Dec. 5 as the date for the trial to begin, a spokeswoman for Andrx said.

"You can be sure that AstraZeneca will come up with some reason to believe the trial shouldn`t start yet," Andrx president Elliot Hahn told Reuters earlier on Monday.

He expressed hope that the trial could start by early November. The length of a trial would be dependent on whether Andrx`s case is considered separately or in conjunction with the other generic drugmakers in a consolidated lawsuit, Hahn said.

A spokeswoman for AstraZeneca in the United States called the meeting on Monday a "conference" between the participants, and she said she could not comment on its contents.

Wall Street analysts expect Ft. Lauderdale, Florida-based Andrx -- if victorious in court -- to have six months as the only seller of a cheaper copycat form of Prilosec before other generics flood the U.S. market.

A BITTER BATTLE

Prilosec already faces generic competition and court cases in other countries, such as Germany, but the United States is by far the world`s most lucrative market, in part because it has no price controls on health care.

AstraZeneca`s main U.S. patent over the chemical in Prilosec expired on Oct. 5, but generic drugmakers are awaiting the outcome of court proceedings before launching their products. The small firms risk incurring significant damages if they start selling generic versions but lose the cases.

In addition, the U.S. Food and Drug Administration has delayed approving generics until certain doubts raised by AstraZeneca are answered. According to Andrx, AstraZeneca has sent letters to the FDA questioning whether generic forms of Prilosec can be manufactured properly.

Although the trial has yet to begin, the battle has already become bitter between AstraZeneca and a host of generic drugmakers, including Cheminor, a unit of India`s Dr. Reddy`s Laboratories ( (NYSE:RDY); KUDco, a unit of Germany`s Schwarz Pharma AG (; and Genpharm Inc., a unit of Germany`s Merck KGaA.

The generic firms believe AstraZeneca has introduced numerous delay tactics just to preserve its U.S. profits, but the Anglo-Swedish drug firm says it has U.S. patents relating to Prilosec that extend as far as 2019.

Hahn said a U.S. District Court judge in Florida on Friday declined to reconsider a request by AstraZeneca to transfer the location of the case.

Officials at AstraZeneca were not immediately available for comment.

[southbound]

@dosto

Ja, diese generics haben ihre tradingranges gut gehalten.
Dr. Reddy ist mir momentan zu unruhig (geographisch).
Ich habe in den letzten Tagen mal im NEMAX gespielt, da wo die Krankheit zu Hause ist.

Ivax profits double on respiratory drugs, Taxol copy

10/25/2001 7:22:00 AM
NEW YORK, Oct 25 (Reuters) - Generic drugmaker Ivax Corp. (IVX) said on Thursday its third-quarter profits doubled, fueled by sales of respiratory treatments and a copycat form of popular cancer drug Taxol.

The Miami-based firm posted earnings of $61.5 million, or 30 cents per share, compared with $30.9 million, or 15 cents per share, in the year-ago period.

Analysts on average projected Ivax would earn 26 cents per share, with estimates ranging from 23 cents to 28 cents per share, according to Thomson Financial/First Call.

Net revenues soared to $322 million from $182.6 million.

The company said on Sept. 20 it expected sales from the generic form of Taxol, known as paclitaxel, to drop from the second quarter because of shipping problems and increased competition.

REUTERS

Rtr 07:22 10-25-01

[dosto]

thanks southbound

jetzt kann ich mir ivax kopieren sparen.

ironie des schicksals, da wo gekämpft wird, brauchst du
pillen, obwohl das nicht mein trittbrett ist.

[southbound]

@dosto

Meinst Du das, was Bayer schadet, nützt IVAX:


Continuing, Mr. Flanzraich said, ``In response to recent incidents following the September 11th terrorist attacks on America, IVAX, as a leading manufacturer of brand equivalent antibiotics, has increased production and sales of several of these, such as generic doxacycline, one of several antibiotics approved to treat anthrax. We also have an application pending with the FDA for our ciprofloxacin, the generic equivalent of Cipro®, the antibiotic most commonly used to treat anthrax.``

Ich habe schon vorher mit IVAX gespielt, obwohl die ANTHRAX
Kiste gut paßt. Scheinen aber noch ne Menge shorts drinzuhängen.

Dr. reddy sieht ganz gut aus!

[southbound]

@dosto

Meinst Du das, was Bayer schadet, nützt IVAX:


Continuing, Mr. Flanzraich said, ``In response to recent incidents following the September 11th terrorist attacks on America, IVAX, as a leading manufacturer of brand equivalent antibiotics, has increased production and sales of several of these, such as generic doxacycline, one of several antibiotics approved to treat anthrax. We also have an application pending with the FDA for our ciprofloxacin, the generic equivalent of Cipro®, the antibiotic most commonly used to treat anthrax.``

Ich habe schon vorher mit IVAX gespielt, obwohl die ANTHRAX
Kiste gut paßt. Scheinen aber noch ne Menge shorts drinzuhängen.

Dr. reddy sieht ganz gut aus!

[dosto]

southbound

nein, aber das ist auch nicht von schlechten eltern.

aber
ich meinte den doktor aus indien,
die vorsorgen ja auch alle umliegenden gebiete mit ihren
generics. also auch die krisengebiete.

yeah ready for dr. reedy

einstand 20.65$
wait and see
tendiere sogar zu nachkäufen,
da mal wieder frei von techs, und keine meinung im moment
für die branche.
bei einbrüchen, siehe barr etc
bin ich so oder so auf der käuferseite.
in die bullenfalle der techs, steige ich nicht bei hohen preisen ein, das ist der job für die amateure, die ampel
steht auf absahnen, der rest wird dumm aussehen.

[dosto]

Mylan Laboratories Announces Second Quarter Fiscal 2002 Results
THURSDAY, OCTOBER 25, 2001 7:02 AM
- BusinessWire

Mylan Laboratories Announces Second Quarter Fiscal 2002 Results

PITTSBURGH, Oct 25, 2001 (BUSINESS WIRE) -- Mylan Laboratories Inc. today reported financial results for the second quarter ended September 30, 2001.

Net earnings for the quarter were $64.1 million or $0.50 per diluted share compared to $33.5 million or $0.27 per diluted share for the second fiscal quarter ended September 30, 2000, an increase of 91%.

Net revenues for the quarter were $286.3 million compared to $207.6 million for the prior quarter, an increase of 38%.

Mylan Laboratories Inc. is a leading pharmaceutical company that develops, manufacturers and markets generic and proprietary prescription pharmaceutical products. The company markets an extensive line of generic products through three business units, Mylan Pharmaceuticals Inc., Mylan Technologies Inc., and UDL Laboratories, Inc. and branded products through its Bertek Pharmaceuticals Inc. subsidiary. For more information, visit .


Results of Operations

Three months ended September 30, 2001, compared to three months ended September 30, 2000

Net earnings for the three months ended September 30, 2001, were $64.1 million, or $.50 per diluted share, compared to $33.5 million, or $.27 per diluted share, for the same prior year quarter, an increase of $30.6 million or $.23 per diluted share.

Net Revenues

Net revenues for the quarter ended September 30, 2001, were $286.3 million compared to $207.6 million for the prior year quarter, a $78.7 million or 37.9% increase. Gross profit for the current quarter was $163.8 million, or 57.2% of net revenues, compared to $94.0 million, or 45.3% of net revenues, for the prior year quarter, a $69.8 million or 74.3% increase.

Generic net revenues increased $83.9 million or 49.7% to $252.8 million for the current quarter from $168.9 million for the prior year quarter. This increase, as well as the increase in gross profit, is primarily attributed to new products launched subsequent to September 30, 2000, and an overall increase in generic product sales. Launched late March 2001, buspirone net revenues for the current quarter were $36.8 million. Generic doses, excluding unit dose, shipped for the current quarter increased 0.357 billion doses or 16.4% to 2.530 billion from 2.173 billion for the prior year quarter. Brand net revenues for the current quarter were $33.5 million compared to $38.7 million for the prior year quarter, a $5.2 million or 13.4% decrease.

Research and Development

Research and development expenses for the quarter ended September 30, 2001, were $16.5 million, or 5.8% of net revenues, compared to $17.3 million, or 8.3% of net revenues, for the prior year quarter. Generic expenses decreased primarily due to the timing of studies being conducted and the inclusion of certain milestone payments in the prior year quarter. The increase in brand expenses is primarily related to expenses associated with nebivolol.

Selling and Marketing

Selling and marketing expenses for the current quarter were $14.3 million, or 5.0% of net revenues, compared to $13.4 million, or 6.5% of net revenues, for the prior year quarter.

General and Administrative

General and administrative expenses for the current quarter were $33.8 million, or 11.8% of net revenues, compared to $22.5 million, or 10.8% of net revenues, for the prior year quarter, an $11.3 million increase. This increase is primarily due to increased payroll related expenses, principally expense associated with retirement benefits for executives and management employees.

Other Income

Other income for the current quarter was $2.6 million compared to $11.6 million for the prior year quarter, a $9.0 million decrease. For the current quarter, results on the Company`s investments in limited partnerships were approximately breakeven compared to income of $11.2 million for the prior year quarter.

Six months ended September 30, 2001, compared to six months ended September 30, 2000

Results of Operations

Net earnings for the six months ended September 30, 2001, were $114.8 million, or $.90 per diluted share, compared to $51.5 million, excluding the tentative FTC settlement, or $.40 per diluted share, for the six months ended September 30, 2000, an increase of $63.3 million or $.50 per diluted share.

Net Revenues

Net revenues for the six months ended September 30, 2001, were $524.3 million, representing a $149.5 million or 39.9% increase from the $374.8 million in net revenues for the six months ended September 30, 2000. Gross profit for the current six months was $285.6 million, or 54.5% of net revenues, compared to $167.7 million, or 44.8% of net revenues, for the prior year`s six months, a $117.9 million or 70.3% increase.

Generic net revenues for the current six months were $462.7 million compared to $301.4 million for the prior year`s six months, a $161.3 million or 53.5% increase. This increase, as well as the increase in gross profit, is primarily attributed to new products launched subsequent to September 30, 2000, as well as an overall increase in generic product sales, partially due to the elimination of the prior year`s investment buy programs. Buspirone net revenues for the current six months were $70.5 million. Doses shipped for the current six months were 5.139 billion compared to 3.864 billion for the prior year`s six months, a 1.275 billion or 33.0% increase. Brand net revenues for the current six months were $61.6 million compared to $73.4 million for the prior year`s six months, a $11.8 million or 16.1% decrease. This decrease in brand net revenues, as well as the decrease in gross profit, is primarily attributed to fourth quarter fiscal 2001 buy-ins to pre-announced price increases and the curtailment of end of quarter promotional programs.

Research and Development

Research and development expenses for the current six months were $33.2 million, or 6.3% of net revenues, compared to $33.8 million, or 9.0% of net revenues, for the prior year`s six months. Again, generic expenses decreased primarily due to the timing of studies being conducted and the inclusion of certain milestone payments in the prior year quarter, while the increase in brand expenses is primarily related to expenses associated with nebivolol.

Selling and Marketing

Selling and marketing expenses for the current six months were $29.4 million, or 5.6% of net revenues, compared to $28.9 million, or 7.7% of net revenues, for the prior year`s six months.

General and Administrative

General and administrative expenses for the current six months were $59.4 million, or 11.3% of net revenues, compared to $44.8 million, or 12.0% of net revenues, for the prior year`s six months. This increase is primarily due to increased payroll related expense, principally associated with retirement benefits for executives and management employees, and increased legal expense.

Other Income

Other income for the current six months was $18.0 million compared to $22.2 million for the prior year`s six months, a $4.2 million decrease. This decrease is primarily attributed to income recognized on the Company`s investment in limited partnerships for the current six months

[southbound]

Irgendetwas ist an IVAX faul!
Ich hatte heute ein stop buy für 22.99$ drin!

Die wenige Freude: TARO

wenn BPRX die 10.74$ nicht knackt, sieht es charttechnisch nicht besonders aus.

In diesen Minuten geknackt und von den programmen die 1000er Ordern reingeschmissen! Ich liebe meine US Charties und ihre Programme!

[dosto]

southbound


ivx- das ergebnis war a bißl mager,
jahresschätzung jetzt 1.20 $ von mir, also ein kgv von 20
gibt halt nur 24 $, da scheint net viel fantasie dahinter zu sein.
jetzt müssen halt die zukäufe herhalten, und das wird noch etwas dauern.

bradley ja mei, morgen müssen die das bestätigen, die 11
müssen fallen, die stochastik schau i lieba net a.
himmelherr......., die kegelbahn ist eröffnet,
hoff i doch, am besten alle weg, oder nur den könig aus der mitte.hier tut sich eine geldgrube auf.

gruß dosto

[dosto]

IVX IVAX Corporation 10/25/2001 4:16 PM
hide quote detailed quote options chain chart help


Last:
22.45 Change:
-0.18 Open:
22.00 High:
22.75 Low:
20.75 Volume:
4,433,700
Percent Change:
-0.80% Yield:
n/a P/E Ratio:
27.25 52 Week Range:
17.00 to 41.87
After Hours Trading
10/25/2001 5:17:00 PM Last:
26.00 Change:
+3.55 Volume:
5,000


ich weiß nicht, ob man der rappelkiste trauen kann,
ich geb eigentlich keinen pfifferling daruaf, auch das
muß morgen bestätigt werden.
nachbörslich + 3$

ach ja -ivx- ist das

[southbound]

http://stockcharts.com/def/servlet/SharpChartv05.ServletDriv…
@dosto
Ich will dich nicht mit Charts nerven. Wenn die 11 nicht fällt, fällt auch der run up aus. Fundamental ist noch Luft bis P/E 30, schätze ich mal.
In den letzten vier Wochen lief BPRX mit der NASDAQ, keine institutionellen Zukäufe, es ist anzunehmen, des die bisherige Erholung auf den Schultern der Kleinanlegern lag.
Da ich ein Polster habe, bleibe ich erst mal long.
Auf jeden Fall hat das Prachtkind schneller ein neues Hoch markiert als TARO und der Fakir.

[southbound]

Deshalb, war aber schon bekannt, last 24$,alles kleine orders. Ich wäre dann heute das dritte mal dringewesen.


MIAMI (Dow Jones)--Ivax Corp. (IVX) received a "substantial" antibiotic order from a federal government agency, the company said in a press release Thursday.
Company representatives weren`t immediately available for further information.
In an earlier release, Ivax said it has increased production and sales of several brand-equivalent antibiotics - such as generic doxacycline, an antibiotic approved to treat anthrax - since the attacks of Sept. 11.
The company also said it has an application pending with the Food and Drug Administration for ciprofloxacin, the generic equivalent of Cipro, the antibiotic most commonly used to treat anthrax

[dosto]

ich hab die erst vor kurzem reingenommen, eigentlich durch eure posts von früher, als sie absolut
nicht in die knie wollten und die 50 tage linie wieder
voll aufgenommen haben, einzig die 200 tage linie macht mich stutzig bei 5$, eingige klafter luft sind das,
aber eigentlich dreht sich die stückzahl dort furchtbar schnell, daß gar nicht so massig viele altaktionäre da drin sein werden, sondern die zocker immer von neuem reingehen.
ich bin daher guter dinge, der markt ist eng, selbst wenns
auch bein zweiten mal nicht klappt, das doppeltop kann ich verschmerzen, dann halt auf zum dritten anlauf, wer weiß vielleicht mit noch mehr shares, jre nach situation.

[dosto]

southbound

ist zwar kein generics aber hat auch mit medizin zu tun.

schau die mal steris -ste- an

liegt im meinem depot (schlummert) als turn a round-wert
kursziel die alten 35 $
ist heute enorm angesprungen bei guten umsätzen.
just for infomation.

[southbound]

STE hat ja dann fast das 99er GAP geschlossen!

[southbound]

IVX 18:18h 23.30$
news waren schon bekannt.
In FSE haben die Strolche gestern nachmittag 26.20€ getaxt!
B/A 26/26.5

[southbound]

An IVAX haben sich bestimmt einige die Finger verbrannt.
Wenn die trotz solcher Aussichten nicht anspringen!
Wie geschrieben, die news waren schon bekannt.

[dosto]

so was spieln wir nun bei bradley
hat irgend einer eine hausnummer,
die history kann ja wohl nicht herhalten-oder-

[southbound]

@dosto
Was da bei BPRX abgeht, ist für mich amerikanischer Wahnsinn, entweder der totale Kauf oder Verkaufsrausch!
Wer in den letzten wochen nur mit BPRX, TARO und RDY beschäftigt hat, kann nicht heulen.
BRLI habe ich am 10.09. reingestellt, die haben sich auch ganz schick gemausert.

Bei Bradley ist noch zu 12.90$ nachbörslich eine 70000er reingekommen, ich nehme an da hypt es weiter.

[dosto]

southbound

bprx, glaube mal wir gehen an die 15 ran.
wait and see
kein grund nervös zu werden
ich bleibe long-ohne stop loss.

[southbound]

50% raus aus BPRX
OREX sieht gut aus.

[southbound]

Kaum geschrieben, geht die Lawine los!
Auf Bradley sind die shorts seit 10$ scharf.

[dosto]

southbound

deinen verkauf auf grund von gewinnmitnahmen kann ich verstehen, das arguments der shortseller kann ich nicht.

grund
bei 8 millionen aktien, würde ich niemals mein geld in shorts dort parken,

next zur untermauerung, instis sind ganze 11 drin, mal gerade
1.1 millionen shares, also von da kann kein druck kommen.
stillhalter gibts auch nicht, da kein optionsgeschäfte möglich,
genausowenig wie puts, also keine manöverierfähigkeit.
einzige möglichkeit zu shorten, physisch verkaufen auf pump.

so davon würde ich jetzt ganz gern ne menge von den jungs haben, denn an denen könnte man dann praktizieren, wie man
shorties in die hölle schickt. mit den marketmakern und
ein paar strammen jungs sind die shorties bis pfingsten
angeschissen, nach strich und faden, und werden den
markt an sich eher nach oben treiben, wenn sie zerquetscht werden.
also ich bin schon mal gern shortie, aber ganz gewiss nicht in so nen engen markt, wo du innerhalb von minuten nackt dastehen kannst.
man kann nicht alles shorten, und sollte mal einer versuchen
mir nen bradley short bei dieser aufstellung unterschieben
zu wollen, dann kann er sich abseilen. meine beiden görls hier
grinsen sich auch einen, sie würden sich genauso vorher die finger abhacken, wie mir eine sagte, bevor hier ein klick in die richtung geht.
also da bin ich anderer meinung, auch wenns jetzt gewinnmitnahmen gibt.

orex,
kannte ich nicht, hat aber schon den nachteil seiner 40 mille aktien, da ist das anschieben nicht so easy, aber mal sehen, ich kenn die psychologische struktur der markteilnehmer
dort noch nicht, mal sehen, klingt interessant, hat jedoch noch keinen trend, da will ich erst mal progress sehen,
vor allen dingen im umsatz nach oben, aber angucken,
ja das werden wir uns das ding schon.

ok warten wir ab, bradley steht eher auf der nachkaufliste,

barr sieht technisch nun schlecht aus, und als kauf vorerst zurückgestellt, obwohl mir die aktie fundamental sehr gut gefällt, der hohe kurswert stört mich nicht, andere schon
den 70 $ aufzubringen, da wirds schon probleme für einige teilnehmer hier geben, ist nicht so die preisrange, für viele-orex-schon eher.

[southbound]

@dosto
Die Instis haben sich im Juni/Juli eingedeckt. Ich habe BPRX im Juli in einer tradingrange von 7.5$ - 9$ angepriesen. Der hype der letzten Tage richtet sich auf die earnings.

[southbound]

IVX last 17.00$
Ich glaube, daß unser generic game erst einmal für eine Weile vorbei sein wird. Die diesjährige performance vieler generics mit mehreren 100% läßt rein handelstechnisch nicht mehr viel Luft nach oben. Das Risiko nach unten ist meineserachtens bedeutend höher.

@dosto
zu Medical Equipment & Supplies/Generics und OREX/BRL
Du hast da die 2$ von OREX und die 70$ von BRL verglichen.
Das ist für mich keine Frage der Liga, sondern eine Frage des Chance/Risikoverhältnis.



Wilmington, Delaware, Nov. 6 (Bloomberg) -- Merck & Co., the No. 3 drugmaker, asked a judge to affirm its patent for the anti- osteoporosis medicine Fosamax and to prevent rivals Teva Pharmaceuticals Industries Ltd. and Zenith Goldline Pharmaceuticals Inc. from marketing a generic version.

Lawyers for Israel`s Teva and Zenith Goldline, a unit of Miami-based Ivax Corp., said Merck`s 1986 patent is invalid because the compound was invented earlier, as the non-jury trial before U.S. District Judge Joseph Farnan Jr. began in Delaware. Teva ranks No. 1 in sales among generic drugmakers.

Merck lawyers countered that the drug in Fosamax isn`t the same as the earlier invention, patented in 1983, and that Teva and Zenith Goldline have infringed the Merck patent by asking the U.S. Food and Drug Administration for permission to sell generic Fosamax.

``Twenty million people in the U.S. have osteoporosis,`` said Merck`s lawyer, John Lynch, who wants Farnan to rule that Teva and Zenith Goldline can`t make generic Fosamax until Merck`s patent expires in 2007. ``It`s the first treatment that has been effective.``

Analysts have estimated that Fosamax, which strengthens bone tissue and helps prevent fractures in women after menopause, will have sales this year of about $1.5 billion.

Shares of Merck, which reported $40.3 billion in fiscal 2000 sales, rose 6 cents to $65.44 today. American depositary receipts of Teva, which reported fiscal 2000 sales of $1.74 billion, fell 8 cents to $61.90.

Shares of Ivax, with $793.4 million in fiscal 2000 sales, fell $2.15, or more than 11 percent, to $17 before trading was halted after a U.S. appeals court overturned federal approval for its generic version of the cancer drug Taxol in an unrelated case.

`Different Compound`

Lawyer James Galbraith, representing Teva and Zenith Goldline, said the companies` generic version contains ``a different compound, a different chemical entity`` than Merck`s drug and doesn`t infringe the patent.

``Merck is simply not entitled to protection for the drug because its existence was already known`` argued lawyer Stephen Roth, also representing Teva and Zenith Goldline.

Whitehouse Station, New Jersey-based Merck sued Teva and Zenith Goldline early last year in separate lawsuits that were later consolidated.

Merck`s 1986 U.S. patent was assigned to it by the Instituto Gentili SpA of Pisa, Italy, based on a pharmaceutical invention of chemists Sergio Rosina and Giorgio Staibano. The 1983 U.S. patent cited by Teva and Zenith Goldline was awarded to detergent and cosmetics maker Henkel KGaA of Duesseldorf, Germany, based on an invention by Helmut Blum and Karl-Heinz Worms.

Merck ranked third in sales among pharmaceutical companies last year, trailing Pfizer and GlaxoSmithKline.

[southbound]

taro, brl, rdy gehen southbound, man schichtet scheinbar wieder/immer noch um.

[southbound]

generics sind sehr anstrengend, laufen nicht mit dem markt, erfordern viel recherche
RDY: -18% nach bad news
IVX: +7% bounce an EMA25, downtrend
BPRX: + 4% weil hypepapier
BRL: +5%
TARO: +4% innerhalb der trading range (35/40$)

summa summarum viel stress, als Langfristanleger muß man zu stark diversifizieren.

[dosto]

so jetzt ist guter rat teuer.

bradly bprx über 22$

ziehe mal vor einen teil der gewinne mitzunehmen, und
ein paar stillhaltergeschäfte einzugehen.

irgendeiner ne stramme meinung zu der aktie, außer daß
man gewinne laufen lassen soll, gibts irgendwelche gründe
außerhalb des hypes um die auf 25-30 zi hieven?

[dosto]

gebe mal zu beobachtung
alo- alpharma
frei,
hier scheint sich einiges zu tun in der firmenstruktur,
vielleicht ein turn a round kanditat?

[southbound]

BB: ABRX, siehe link

Able Laboratories Receives Approvable Letter from FDA For Tramadol Hydrochloride Tablets, 50mg
PR Newswire, Wednesday, January 23, 2002 at 08:08


/FROM PR NEWSWIRE 800-682-9599/
[STK] ABRX
[IN] BIO MTC OTC
[SU] OTC
TO BUSINESS AND MEDICAL EDITORS:

Able Laboratories Receives Approvable Letter from FDA
For Tramadol Hydrochloride Tablets, 50mg

- Generic version of Ultram (R) with Estimated Total Market of $550 million -

SOUTH PLAINFIELD, N.J., Jan. 23 /PRNewswire/ --
Able Laboratories, Inc. (BB:ABRX), today announced it has
received notification from the United States Food and Drug Administration
(FDA) that the Company`s Abbreviated New Drug Application (ANDA) for Tramadol
Hydrochloride Tablets, 50mg is approvable. The notification followed the
FDA`s Division of Bioequivalence determination that Able`s Tramadol
Hydrochloride Tablets 50mg are bioequivalent and, therefore, therapeutically
equivalent to the Ultram(R) Tablets of R.W. Johnson Pharmaceutical Research
Institute. Final approval is subject to the FDA`s resolution regarding
approved labeling for the reference-listed drug and related pediatric
exclusivity. The total brand market for Ultram(R), an analgesic tablet for the
treatment of persistent moderate to severe pain, is estimated to be
$550 million by IMS Data.

Able Laboratories (BB:ABRX) is a developer and manufacturer of
generic pharmaceuticals. Since March 2001, Able has received 12 ANDA
approvals and one New Drug Approval. The Company has recently completed its
transition to focus its activities primarily on generic drug development,
manufacturing and sales.
Certain information included in this news release as well as information
included in oral statements or other written statements made or to be made by
Able Laboratories, Inc., contain statements that are forward-looking
statements within the meaning of the Private Securities Litigation Reform Act
of 1995. Forward-looking statements include statements about the Company`s
capitalization, anticipated growth and future operations, current or expected
market size for the products, the success of current or future product
offerings, research and development efforts and the Company`s ability to file
for and obtain US Food and Drug Administration approvals for future products.
There is no assurance that the Company will achieve the sales levels that will
make its operations profitable or that ANDA filings and approvals will be
completed and obtained as anticipated. The Company`s forward-looking
statements involve important risks and uncertainties that could significantly
affect anticipated results in the future and, accordingly, actual results may
differ materially from those expressed directly, indirectly or implied in any
forward-looking statements made by or on behalf of the Company. For a
description of additional risks, and uncertainties, please refer to the
Company`s filings with the Securities and Exchange Commission, including its
registration statement on Form S-3, File No. 333-64734, its Annual Report on
Form 10-KSB for the year ended December 31, 2000 and its quarterly report on
Form 10-Q for the quarter ended September 30, 2001.

Ultram is a registered trademark of R.W. Johnson Pharmaceutical Research
Institute.

MAKE YOUR OPINION COUNT - Click Here
http://tbutton.prnewswire.com/prn/11690X67488648

SOURCE Able Laboratories, Inc.
-0- 01/23/2002
/CONTACT: Catherine M. Frost of Able Laboratories, [phone]/

Companies or Securities discussed in this article:
Symbol Name
BB:ABRX Able Laboratories ## (BB)

[southbound]

ErstIVX, dann WPI, jetzt PRX und ADRX

NEW YORK, Feb 20 (Reuters) - Shares of Pharmaceutical Resources Inc.(NYSE:PRX - news) plunged on Wednesday after the generic drugmaker said sales of one of its biggest money-makers, a treatment for anorexia, could be hurt by a newly approved rival generic treatment.
Pharmaceutical Resources (PRI) said Roxane Laboratories, the U.S. subsidiary of privately held German company Boehringer Ingelheim Corp., won U.S. approval last Friday to sell an oral suspension form of megestrol, a treatment for anorexia and for people with AIDS who have lost a great deal of weight.

NEW YORK (Reuters) - Shares of Andrx Corp. tumbled on Friday after the generic drugmaker reported a larger-than-expected drop in fourth-quarter earnings after legal and regulatory obstacles delayed its introduction of new copycat medicines.

[southbound]

TARO und BPRX haben in den letzten drei Jahren 1000% gemacht!

[southbound]

IVX unter 16$ resistance

[dosto]

ja ivx

ich hab da noch eine post zu beantworten, coolmove,
ich das jetzt erst vor kurzem gesehen,
antwort kommt bald.

ivx müßte wohl fundamental nun nach unten abgesichert sein.

[southbound]

ivx unter 15$

mal schaun, nächster markanter Widerstand um 12$



French Generics Market To Double By 2005 - Industry Execs


DOW JONES NEWSWIRES

PARIS -- France`s nascent generic drugs market is poised to take off by 2005 after a number of important drug patents expire, executives from generic drugs maker Biogaran said Thursday.

Revenue from generic drugs in France will double to EUR4.4 billion in 2005 from EUR2.2 billion in 2001, they said.

With generic drugs attracting more attention in the lead up to French elections this month, as state officials grapple with ways to cut rising health care costs, large drug makers are catching on to the opportunity.

On Thursday, Israel`s Teva Pharmaceutical Industries Ltd. (TEVA), the world`s third-largest generic drugs maker, bought the French generics activities of Germany`s Bayer AG (BAY).

On Tuesday, the U.S.`s Ivax Corp. (IVX), the world`s fifth-largest generic drugs maker, acquired Merck & Co. Inc.`s (MRK) French generics subsidiary MSD.

France lags much of Europe and the U.S. when it comes to non-branded pharmaceuticals. The country only permitted generic substitution in 1999, encouraging pharmacists in the highly regulated industry to offer cheaper generic substitutes by granting them larger profit margins.

Just 3% of all medicines sold in France are non-branded, compared with 25% in Germany, where pro-generics laws were passed more than 15 years ago.

Still, generic drugs are starting to cannibalize French sales of branded medicines. For example, just months after the patent for Prozac expired, the generic version of the drug has captured a quarter of all sales, Biogaran sales and marketing director Eric Roche said.

Helped by this trend, Biogaran - the four-year-old unit of private French pharmaceuticals company Servier - saw its 2001 revenue rise 86% to EUR63 million.

The company expects profits to be boosted further by the launch in 2002 of generic alternatives to Augmentin, Prozac, Utrogestan and Sotalex.

French patent protection for a number of other drugs - including Alfatil, Ciflox, Zestril and Zelcar - will expire between now and 2005, Biogaran executives added.

Today, Biogaran has around 20% of the French generic drugs market, trailing only Merck Generiques` 26% slice.

Other big players include the generic arms of Aventis (AVE), Novartis (NVS), and Bayer, as well as Sanofi-Synthelabo`s (F.SAN) Irex unit, which each have between 9% and 13%.

All figures are from market research firm IMS-Health and French trade association GERS.

Company Web site: http://www.biogaran.fr

-By Carolyn Whelan, Dow Jones Newswires; 331-4017-1740; [e-mail]

[southbound]

sorry unterstützung bei 12 $

[southbound]

MYL auf 25$ Unterstützung
oder auf dem Niveau des Hochs von 1992
PE von 14, mal schaun

[southbound]

Ich hasse diese Aktie, und jetzt pusht barron`s!


Reuters Company News
Ivax to gain most from expiring drug patents - Barron`s

NEW YORK, July 7 (Reuters) - Ivax Corp. (AMEX:IVX - News) stands to gain the most as branded drugs lose patent protection in 2003 and create opportunities for generic drugmakers, Barron`s said in its latest issue.

[dosto]

me too -

[dosto]

hey southbound


wir gehen bei -bradley- mit karacho auf die wiederstandzone 8 zu.
da fingen wir mal an.

brl- kämpft mit der 60

aber sicher hast du das alles im blick.

alles eigentlich nun ganze tolle KGVs bei gewissen generics, nur
der markt, den scherts nicht.

[southbound]

Meine generics/pharma WL:
IVX
RDY
AZN
SGP
LLY
TEVA
TARO
BPRX
ADRX
BMY
MYL
FHRX
ABT
BRLI

BPRX hatte ich in der range 7.5 - 8.5 und kurz nach dem Ausbruch

[dosto]

und wie eingangs beschrieben, es bewahrheiet sich


10/23 09:57
Glaxo, Lilly Earnings Suffer as Generic Competition Hurts Sales
By Chris Elser


London, Oct. 23 (Bloomberg) -- GlaxoSmithKline Plc and Eli Lilly & Co. said sales in the third quarter were eroded by competition from cheaper generic copies of drugs that once were top sellers. Shares of both companies fell.

Glaxo, the world`s second-largest drugmaker, said sales were little changed at 5 billion pounds ($7.7 billion), less than analysts expected, as generic competition cut demand for the antibiotic Augmentin by more than 29 percent. Lilly lowered profit forecasts as copycat antidepressants hurt sales of Prozac.

Both companies lost court battles to protect patents on their medications. Sales of Prozac, once Lilly`s biggest seller, have plunged by as much as three-quarters since patents expired more than a year ago. Glaxo has struggled to come up with new products after generics took 40 percent of the U.S. market for Augmentin, once its No. 2 product.

``They just go down to almost zero sales within a few months,`` said Daniele Scilingo, who manages 1 billion Swiss francs ($667 million) at Pictet & Cie in Switzerland. ``This is a phenomenon the drug companies should address. Glaxo has the biggest issue with Augmentin.``

Glaxo shares fell 49 pence, or 3.7 percent, to 1,282 pence as of 2:51 p.m. in London. Shares of U.S. rival Lilly fell $3.55, or 5.6 percent, to $59.45 as of 9:51 a.m. in New York Stock Exchange composite trading.

Results

Brentford, England-based Glaxo said net income doubled to 785 million pounds, or 13.4 pence a share, from 372 million pounds, or 6.1p, in the year-earlier period when the company had costs for selling a business. Excluding merger, restructuring and other one- time costs, profit rose 2 percent to 977 million pounds, Glaxo said in a statement on the U.K.`s Regulatory News Service.

Indianapolis-based Lilly said full-year earnings excluding one-time items will probably be between $2.55 and $2.57 a share. That`s lower than the $2.60 average estimate of analysts polled by Thomson First Call. The company expects fourth-quarter profit of 68 cents to 70 cents a share, compared with a First Call estimate of 72 cents.

Third-quarter sales declined 3 percent to $2.8 billion.

Without the effect of Prozac, revenue would have climbed 7 percent, the company said. Revenue from Xigris, a sepsis treatment that analysts once predicted would be a new big seller for Lilly, was little changed at $21.2 million.

Net income jumped to $683.9 million, or 63 cents a share, from $570.1 million, or 52 cents, in the year-earlier period, when writedowns and expenses hurt Lilly`s profit.

[southbound]

IVX is`n Hund!

[southbound]

ABRX ist jetzt woanders gelistet!

[southbound]

ADRX reboundkandidat

[southbound]

ADRX bleibt ein rebounder!

[southbound]

+

[southbound]

Na bitte!


2003-03-11 LANE, RICHARD J.
Chief Executive Officer *22,000 Purchase at $8.08 - $8.1 per share.
(Cost of about $178,000)
2003-03-10 MALAHIAS, ANGELO C.
Chief Financial Officer *20,000 Purchase at $8.19 - $8.4 per share.
(Cost of about $166,000)
2003-03-10 LODIN, SCOTT
Secretary 10,000 Purchase at $8.18 per share.
(Cost of $81,800)
2003-03-10 MOVENS, DANIEL
Officer 2,360 Purchase at $8.27 per share.
(Cost of $19,517)
2003-03-10 ROSENTHAL, LAWRENCE
Officer *20,000 Purchase at $8.28 - $8.4 per share.
(Cost of about $167,000)
2003-03-10 SHAROKY, MELVIN
Director *445 Purchase at $8.20 - $8.24 per share.
(Cost of about $3,657)
2003-03-10 -
2003-03-11 SHAROKY, MELVIN
Director 90,000 Purchase at $7.98 - $8.3 per share.
(Cost of about $733,000)

[dosto]

southbound

icn-

taugt das zeugs was, oder ist das tohuwabohu, wegen -rna-
immer noch zu groß.
die lage sieht eigentlich interessant aus.

andrx spielst du das oder legst du das.

mylan ist außen vor, die gehen einfach ihren weg und bleiben einfach im depot, die einzige bank die ich habe.

[dosto]

-endp-

zerkloppt bis in den erdboden - und nun wieder -

[southbound]

trailing stops

[southbound]

Bei Gapschluß 2/3 raus

[dosto]

HITK Hi-Tech Pharmacal Co Inc (NASDAQ NM) 3/25/2003
hide quote detailed quote options chain sponsored link | $5 Online Trades. Switch Now! chart help


Last:
18.199 Change:
+0.799 Open:
17.75 High:
18.25 Low:
17.50 Volume:
98,700
Percent Change:
+4.59% Yield:
n/a P/E Ratio:
18.76 52 Week Range:
6.04 to 19.969

neu im kalkül

[southbound]

ADRX Gap geschlossen, @11, 2/3 raus

[dosto]

HITK Hi-Tech Pharmacal Co Inc (NASDAQ NM) 3/27/2003 12:09 PM
hide quote detailed quote options chain sponsored link | $5 Online Trades. Switch Now! chart help


Last:
21.75 Change:
+0.28 Open:
22.35 High:
22.50 Low:
20.527 Volume:
318,701
Percent Change:
+1.30% Yield:
n/a P/E Ratio:
22.42 52 Week Range:
6.04 to 21.75

[dosto]

HITK Hi-Tech Pharmacal Co Inc (NASDAQ NM) 4/2/2003
hide quote detailed quote options chain chart help


Last:
25.989 Change:
+3.139 Open:
24.50 High:
26.10 Low:
24.09 Volume:
631,600
Percent Change:
+13.74% Yield:
n/a P/E Ratio:
26.79 52 Week Range:
6.04 to 23.20

[dosto]

HITK Hi-Tech Pharmacal Co Inc (NASDAQ NM) 4/16/2003 12:01 PM
hide quote detailed quote options chain chart help


Last:
30.95 Change:
+1.24 Open:
29.87 High:
31.00 Low:
29.87 Volume:
242,510
Percent Change:
+4.17% Yield:
n/a P/E Ratio:
31.91 52 Week Range:
6.04 to 30.00


Dat thing ist ein homerunner

[dosto]

ok

es zeit für

BNT

[dosto]

NT Bentley Pharmaceuticals, Inc. (AMEX) 6/13/2003 1:56 PM
hide quote detailed quote options chain chart help


Last:
13.31 Change:
+0.57 Open:
12.85 High:
13.48 Low:
12.77 Volume:
185,500
Percent Change:
+4.47% Yield:
n/a P/E Ratio:
88.73 52 Week Range:
6.40 to 12.79


glaubts-oder laßts bleiben, da gibt der nächste homerunner


und

CARA - steht auf dem Papier
bis zum indian-summer

[southbound]

IPA
Interpharm Holdings Inc. AMEX


Back to Headlines | Previous Story



ATEC Changes Ticker Symbol on AMEX to `IPA`By Staff

COMMACK, N.Y., Jun 02, 2003 (PRIMEZONE via COMTEX) -- ATEC Group, Inc. (AMEX:TEC) expects that the company`s ticker symbol on the AMEX will be changed to "IPA" (AMEX:IPA) at the open of the market this morning.

ATEC previously announced that it consummated the acquisition of Interpharm, Inc., a manufacturer and distributor of generic pharmaceutical products based on Long Island, New York on May 30, 2003. ATEC filed an amendment to its certificate of incorporation to change the name of the company to Interpharm Holdings, Inc on the same date.

ATEC Group, Inc. also previously announced completion of the sale of its computer operations to BAAR Group, Inc. on May 30, 2003. BAAR, which consists of certain members of ATEC management, has assumed substantially all of the liabilities of ATEC.

ATEC`s acquisition of Interpharm, Inc., its name change, the sale of its computer operations, as well as certain other matters that were set forth in the company`s definitive proxy statement, were approved at ATEC`s Annual Shareholder`s Meeting held on May 29, 2003.

ATEC Director, Surinder Rametra stated, "I am very excited about the prospect of working closely with Interpharm`s management, and providing our shareholders with a new vision for the future."

Interpharm, Inc. is a growing manufacturer and distributor of generic pharmaceutical products. The Company has shown a strong commitment to capital investment and growth. Between 2000 and 2002, Interpharm`s revenues grew by approximately 118%, from approximately $11 million to approximately $24 million.

Interpharm, Inc. was awarded the prestigious "Entrepreneurial Spirit" award last year as eighth of the "25 Fastest-Growing" private companies on Long Island. KPMG LLC, Hofstra University and Long Island Business News sponsored the award ceremony, which was held on October 30, 2002.

Dr. Maganlal Sutaria, the Chairman and CEO of Interpharm, Inc. said "Our management team`s dedication to quality control and customer service has been the cornerstone of our historic growth. We are all looking forward to bringing the company`s values into the public arena, and continuing our impressive growth for the benefit of our shareholders."

About Interpharm:

Based in Hauppauge, New York, Interpharm, Inc., is in the business of developing, manufacturing, and distributing generic drugs in the United States. Interpharm currently markets 20 products, representing various dosage strengths for 11 distinct drugs that it manufactures. Interpharm markets its products primarily to wholesalers and drug distributors principally through its internal sales staff as well as independent sales representatives.

Forward-looking Statements

Statements made in this news release, may contain forward looking statements concerning ATEC Group, Inc.`s and Interpharm, Inc.`s business and products. The actual results may differ materially depending on a number of risk factors including, but not limited to, the following: general economic and business conditions, development, shipment, market acceptance, additional competition from existing and new competitors, changes in technology, and various other factors beyond their control. Other risks inherent in ATEC Group, Inc.`s business are described in its Securities and Exchange Commission filings, including its most recently filed Forms 10-K and 10-Q, and its Definitive Proxy Statement, filed with the Securities and Exchange Commission on May 2, 2003. Other risks inherent in Interpharm, Inc.`s business are described in ATEC Group, Inc.`s Definitive Proxy Statement, filed with the Securities and Exchange Commission on May 2, 2003. Atec Group, Inc and Interpharm, Inc. u! ndertake no obligation to revise or update any forward-looking statements to reflect events or circumstances after the date of this release.

More information on this company can be found on eWorldWire`s Online Newsroom at:

HTML: http://newsroom.eworldwire.com/view_release.php?id=1437

ONLINE NEWSROOM: http://newsroom.eworldwire.com/newsroom.php?cid=1448

LOGO: http://newsroom.eworldwire.com/newsroom.php?cid=1448

Interpharm Holdings, Inc.
Munish Rametra, General Counsel
[phone]
[e-mail]

[southbound]

IVX , jetzt aber ...

[dosto]

BNT Bentley Pharmaceuticals, Inc. (AMEX) 9/5/2003 12:07 PM
hide quote detailed quote options chain chart help


Last:
17.00 Change:
+0.12 Open:
16.97 High:
17.10 Low:
16.82 Volume:
98,800
Percent Change:
+0.71% Yield:
n/a P/E Ratio:
85.00 52 Week Range:
6.40 to 16.90

[dosto]

Andrx rallies on settlement of patent dispute (ADRX) by Michael Baron
NEW YORK (CBS.MW) -- Andrx (ADRX) shares surged more than 12 percent to $21 after the company said it has agreed to settle patent infringement litigation related to a generic version of Glucotrol XL, a drug that helps control blood sugar levels for people with type 2 diabetes. Pfizer and Alza have agreed to dismiss their lawsuits against Andrx, and Andrx will receive a royalty-bearing sub-license under relevant Alza patents. This will allow it to manufacture and market products under its abbreviated new drug application for Glucotrol. Additionally, no later than January 1, Pfizer will supply Andrx with all or any strength of its product for sale by Andrx as an authorized generic under Pfizer`s own new drug application.

[southbound]

Bevor BNT nich an die EMA 50 ranläuft, mag ich die nicht.

Mag keine AMEX stocks. IVX draußen.

[dosto]

hey southbound

BNT 17.94 +0.35 1.99 17.95 17.50 204,900

somebodys hate
somebodys love.

der markt schafft uns alle, früher oder später.

[dosto]

Barr `reviewing options` after legal setback (BRL, WYE) by Ted Griffith
BOSTON (CBS.MW) -- Barr Labs (BRL) said late Monday it`ll "review options" after the drugmaker`s plan to market a generic version of a hormone replacement therapy suffered a legal setback. A federal court ordered Natural Biologics, a supplier to Barr, not to use a technique for making Premarin, a hormone replacement therapy from Wyeth (WYE). The ruling raises questions about Barr`s plan for a generic Premarin. Barr said Natural Biologics will appeal. The ultimate outcome will depend on the resolution of the litigation, Barr said. After sliding 3.7 percent in regular trading, Barr shares were unchanged at $71.30 in after-hours action.



hey boys believe it, oder laßts bleiben

ich bn long - in generics.
wenn war ich das erste mal der meinung , als ich den tread eröffnete, biseide biomedicals.

und wie i9st die performence.
läßig- very läßig.

[dosto]

BNT Bentley Pharmaceuticals, Inc. (AMEX) 9/16/2003
hide quote detailed quote options chain chart help


Last:
18.27 Change:
+0.33 Open:
17.99 High:
18.28 Low:
17.95 Volume:
231,900
Percent Change:
+1.84% Yield:
n/a P/E Ratio:
91.35 52 Week Range:
6.40 to 18.28


der home-run rückt näher.

[dosto]

und es ist an der zeit an ein neues spilezeug mit generics zu denken.

die play-mobil generation (die ja heute kohle haben muß, wenn sie nicht alles falsch gemacht hat und pappas erbe verplembert haben) aknn sich ein bißchen aufpääpeln,
hoff ich jedenfalls

looking fpr

ALO-

best wishes, lovely kisses.
dosto

[southbound]

Dow Jones Business News
Mass AG Sues 13 Generic Drug Makers For Medicaid Fraud
Thursday September 25, 12:05 pm ET
By Hollister H. Hovey, Of DOW JONES NEWSWIRES


NEW YORK -(Dow Jones)- Massachusetts Attorney General Thomas F. Reilly is suing 13 generic drug makers, alleging that they plotted to over-charge the federal and state-run Medicaid program for their copycat medicines.



In a suit filed in Boston Thursday morning, Reilly alleges that the companies, over many years, used "fraudulent promotional, marketing and sales practices" to "systematically and secretly" inflate the prices of generic pharmaceutical products paid for by the Massachusetts Medicaid program.

Reilly is seeking injunctive relief, or a court order to stop the companies from continuing these practices, restitution, triple damages, civil penalties, attorneys` fees and investigative and litigation costs, the suit says.

According to reports out of various news outlets, including The Wall Street Journal, the attorney general is alleging that these companies over-charged the government $50 million over a few years.

The companies named in the suit are: Mylan Laboratories Inc. (NYSE:MYL - News) ; Barr Laboratories Inc. (NYSE:BRL - News) and its Duramed Pharmaceuticals unit; Ivax Corp. (AMEX:IVX - News) ; Warrick Pharmaceuticals, a unit of Schering-Plough Corp. (NYSE:SGP - News) ; Schein Pharmaceutical, a subsidiary of Watson Pharmaceuticals Inc. (NYSE:WPI - News) , which was also named in the suit; Teva Pharmaceuticals USA, a unit of Teva Pharmaceutical Industries Ltd. (NasdaqNM:TEVA - News) ; Par Pharmaceutical Inc., a subsidiary of Pharmaceutical Resources Inc. (NYSE:PRX - News) ; Dey Inc.; Ethex Corp., a subsidiary of K-V Pharmaceutical Co. (NYSE:KVb - News) ; Purepac Pharmaceutical Co.; and Roxane Laboratories, a subsidiary of Boehringer Ingelheim GmbH

"Each of the defendants knew that its promotional, marketing and sales practices employed false and misleading pricing information provided to the national drug price reporting services," the suit said.

Reilly alleges that the companies pitched their drugs to doctors and pharmacies at prices below the cost they were reporting to the government, touting that the physicians and pharmacies would get to pocket the difference.

The issue has sparked numerous investigations and lawsuits by state and federal regulators alleging that drug companies game the system over the years.

Michael Sullivan, the U.S. Attorney in Boston has become considered the most aggressive prosecutor against fraud in the pharmaceutical industry in the country. A spokesman for the U.S. Attorney`s office there wasn`t immediately available to comment on whether it would be joining the state`s efforts at the federal level.

Fifty percent of the Massachusetts Medicaid operating budget is funded by the federal government.

Reilly told The Wall Street Journal that this will be the first comprehensive examination of pricing abuses in the generic-drug sector. The other suits have attacked practices of brand name drug makers.

The Medicaid program pays for certain prescription drugs provided to eligible low-income individuals, including people with disabilities, children and elder citizens. The Massachusetts Medicaid program currently spends approximately $1.2 billion annually on pharmaceutical products.

The issue has come to a head as many states face serious budget crunches.

-Hollister H. Hovey, Dow Jones Newswires, 201-938-5287;

[dosto]

hat zwar nix mit der meldungung zu tun.

aber ich hab erst mal die gewinne der generics im pocket.

so wies aussieht werden die unteren mächtig ärger bekommen.

[southbound]

Mal schaun`.

DE:SRZ ist jetzt charttechnisch ein Kauf.

fundametal sowieso.

stop buy hat gegriffen.

[Dallas]

Moin southbound...hmmm...ich bin da chartmässig etwas anderer meinung..bis jetzt wurde jedes Tief bestätigt...KEINE bullischen Divergenzen zu sehen...ich hab die nämlich auch seit ner ganzen Weile auf der watch...und rufe mir jeden tag den Chart auf...nur meine unmassgebliche Meinung..

gruss Dallas...

[southbound]

@dallas

Mal schau`n.

Bei den Ami-Generics habe ich immer einen guten Einstieg gefunden.

Und eins kannst Du mir glauben, fundamental stehen die momentan besser als die Jungs auf der anderen Seite des Teichs da. Einzig störend ist der geringe freefloat.

Handelstechnisch begründet:
1. langfristige Aufwärtsgerade (seit 2000)intakt
2. bullishe Divergenz im Momentum
3.Ausbruch aus Range (deshalb Stop buy, nächste stop buys@19,80/21,80)

Ziel gap close

[southbound]

@dallas

Mag sein, daß es die nochmal wesentlich billiger gibt.

Aber bookvalue/share so um die 12€

150mio cash@/45mio shares rund 3€cash/share

1,xx€ Dividende/ share

kaum debt, geringe Pensionskosten

Kurs/umsatz<1, ohne USA<2

fair value? keine Ahnung?

Ich staune sowieso, daß die auf dem Niveau stehen.

Kurs/umsatz<1, ohne USA<2

Viel Glück beim fischen!

[Dallas]

Hi southbound...we will see......ich *fische* noch was weiter... ...hab noch kein Kaufsignal...

gruss Dallas...

[southbound]

@dallas

Kaufsignal bestätigt.

1. stop loss zur Gewinnsicherung gesetzt.

WL jetzt sch... AMEX: IVX

[southbound]

Technischer Verkauf SRZ, lower low (Intraday unter Unterstützung 18,8) lower high (high unter Vortages (börslich) Intradayhigh

[desastermaster]

Tja TEVA schluckt SCRI - eine `meiner` Firmen
fuer $16.50 und 0.1906 shares
ein bissel arbitrage is noch im moment...
Best
dm

[southbound]

Technischer Kauf 1. Position MYL@21,30$

[southbound]

Hey Dosto!

BNT: 12.38
IVX: 21,38



Sch... AMEX stocks!

[dosto]

yep

ivx, is breaking- ab in den keksladen

guter einstand bei mylan southie, mußte ein paar cents mehr berappen.
wird trotzdem klappen mylan war schon immer eine bank für mich, wirds auch dieses mal werden.

BNT wir trotzdem gewatscht,
der ceo hat 2.500.000 $ bezahlt (options) ganzer
500 000 stück hat er dafür eingesackt, marktwert schlappe 60 mille.

southie, wie lange müssen wir dafür träden bei 2,5 mille einsatz um 50 mille zu scheffeln,
wir machen immer noch was falsch !
der kerl machts besser.

[southbound]

Zwar kein Generika Hersteller, trotzdem sehr interessant: SGP

Warte da schon seit Wochen auf Ausbruch, sieht wie Bodenbildung auf 1996er Niveau aus.
Index: DRG.X

KENILWORTH, N.J., Nov. 28 /PRNewswire-FirstCall/ -- Schering-Plough Corporation (NYSE: SGP - News) today announced that Fred Hassan, chairman and chief executive officer, purchased $4.68 million worth of Schering-Plough common stock, representing 303,500 shares.

[southbound]

@dosto

Hätte ich/DU statt den stocks die options von ADRX, BPRX und den anderen angefasst ...

[dosto]

endp

muß noch das -gap-schließen,
ansonsten mal sehen.

zu ivx, habe ich noch die konkurrenz -alo-

southie,
klar nachdem die rally durch ist, relativiert sich alles,
nixdesto, meine generika-gewinne unter anderem auch mit bradley, andrix etc. können sich sehen lassen,
da gabs paktisch keinen ausfall,
was ich von den techs nicht behaupten kann, zwar 90 %
gewinner, 5% hänger und 5% nieten,
auch ncht von schlechten eltern.

jetzt müssen wir halt ackern um neues saargut zu finden,
das werden wir schon stemmen.
gruß dosto

[southbound]

@dosto

MYL Position komplett geswitcht zu SGP, SGP Nachkauf bei 16.35$

Denke, daß bei MYL die Luft raus ist.

[southbound]

SGP, Stop buy@16.35$, Volumen gefällt mir.

[dosto]

contra

denke wir sehen die 28 wieder bei -myl-

[southbound]

Technischer Verkauf: 1 Position SGP@16.96 (Widerstand)

[Gulliver]

ker southie,

wie viele mücken musst du denn von denen haben, damit sich das lohnt?!

cu gulliver

[southbound]

@gulliver

Wenn Du von einem fleissigen Kleinanleger ausgehst mit vielen kleinen Positionen und margin immer fast an der grenze:

Bsp: 15,7x$ x 300 abzüglich Gebühren in 4 Tagen.
Restposition mit Gewinnsichererungstop.

Ist glaube ich, über dem monatlichen Sozialhilfesatz.

[southbound]

Beim VIX unter 20 trau ich niemand!

[southbound]

SGP Position geschlossen@16.92$, überkauft am Widerstand.

WL: Altana

[southbound]

Long Altana@46,8x€ kurzfristzock, Ziel EMA25,

IVX ist ein Hund!

[southbound]

@dallas

SRZ



ADRX dürfte heute ein top short sein.

[southbound]

@dosto

Und Mylan?

[southbound]

So heute von SGP in MYL.