Medarex, oder wie kommt ein Esel von tiefen Süden in den hohen Norden - 500 Beiträge pro Seite (Seite 6)
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Nabend zusammen,
wie ist eigentlich eure Einschätzung, wird es Medarex so ergehen wie Abgenix oder wird es zu einer freien Entfaltung kommen? Ich könnte mir als mögliche Interessenten besonders BMS vorstellen, aber auch Pfizer, die doch noch 5% an Medarex halten. Müsste nicht nach der KE gemeldet werden, dass der Anteil unter die 5% gerutscht ist oder legt Pfizer nach?!
wie ist eigentlich eure Einschätzung, wird es Medarex so ergehen wie Abgenix oder wird es zu einer freien Entfaltung kommen? Ich könnte mir als mögliche Interessenten besonders BMS vorstellen, aber auch Pfizer, die doch noch 5% an Medarex halten. Müsste nicht nach der KE gemeldet werden, dass der Anteil unter die 5% gerutscht ist oder legt Pfizer nach?!
Medarex Announces Pricing of Public Offering of Common Stock
PRINCETON, N.J., April 7 /PRNewswire-FirstCall/ -- Medarex, Inc.
(Nasdaq: MEDX) announced today the pricing of an underwritten public offering
of 10 million shares of newly issued common stock at $11.75 per share, before
underwriting discounts and commissions.
Medarex expects the net proceeds from the offering to be approximately
$111.6 million, after deducting underwriting discounts and commissions but
before the expenses of the offering. Medarex intends to use the net proceeds
from the offering to continue the development progress of its product
candidates and research programs towards commercialization and for other
general corporate purposes.
Goldman, Sachs & Co. acted as the sole book-running manager for the
offering. J.P. Morgan Securities Inc. acted as the joint lead manager of the
offering. Janney Montgomery Scott LLC served as a co-manager. Medarex also
granted the underwriters a 30-day option to purchase up to an additional
1.5 million shares of common stock.
PRINCETON, N.J., April 7 /PRNewswire-FirstCall/ -- Medarex, Inc.
(Nasdaq: MEDX) announced today the pricing of an underwritten public offering
of 10 million shares of newly issued common stock at $11.75 per share, before
underwriting discounts and commissions.
Medarex expects the net proceeds from the offering to be approximately
$111.6 million, after deducting underwriting discounts and commissions but
before the expenses of the offering. Medarex intends to use the net proceeds
from the offering to continue the development progress of its product
candidates and research programs towards commercialization and for other
general corporate purposes.
Goldman, Sachs & Co. acted as the sole book-running manager for the
offering. J.P. Morgan Securities Inc. acted as the joint lead manager of the
offering. Janney Montgomery Scott LLC served as a co-manager. Medarex also
granted the underwriters a 30-day option to purchase up to an additional
1.5 million shares of common stock.
Ist das schon bekannt...
dpa-afx
ots news: Genmab A/S / Genmab verkündet ACR50- und ACR70-Resultate bei ...
Mittwoch 22. März 2006, 02:43 Uhr
Kopenhagen, Dänemark (ots/PRNewswire) -
Genmab A/S (CSE: GEN) verkündete heute zusätzliche Daten der HuMax-CD20(TM) Phase I/II-Studie zur Behandlung von Patienten mit aktiver rheumatoider Arthritis (RA). Bei Patienten, die zwei Dosen von HuMax-CD20 erhielten, erreichten 38% (10/26) ein ACR50-Ansprechen und 15% (4/26) ein ACR70-Ansprechen (ACR = Ansprechen gemäss den Kriterien des American College of Rheumatology).
Die Resultate der Studie, bei der das Medikament in drei verschiedenen Dosierungen verabreicht wurde, sehen folgendermassen aus:
-- In der Gruppe mit 300 mg: -- 25% (2/8) der Patienten erreichten ACR50 -- 13% (1/8) erreichten ANZEIGE
ACR70 -- In der Gruppe mit 700 mg: -- 44% (4/9) erreichten ACR50 -- 22% (2/9) erreichten ACR70 -- In der Gruppe mit 1000 mg: -- 44% (4/9) erreichten ACR50 -- 11% (1/9) erreichten ACR70
Nach erneuter Prüfung der zuvor gemeldeten ACR20-Daten scheint es, dass ein Patient aus der 300 mg-Dosierungsgruppe, der auf die Behandlung angesprochen hatte, nur eine Dosis von HuMax-CD20 erhalten hatte, dass also 73% (19/26) der Patienten, die mit zwei Dosen von HuMax-CD20 behandelt worden waren, eine ACR20-Response erreicht hatten. Die Intent-to-Treat-Analyse bleibt gleich, 63% der Patienten erreichten eine ACR20-Response.
"Bei der Durchführung dieser Phase I/II-Studie und der laufenden Phase II-Studie bei RA haben wir die mit der Infusion einhergehenden Nebenwirkungen reduziert, indem die Prämedikation intensiviert wurde. Unserer Meinung nach kommt das Sicherheitsprofil von HuMax-CD20 bei dieser Patientenpopulation im Vergleich zu anderen Therapien gut weg, und wir glauben, dass nur einige wenige Patienten Probleme mit der Verträglichkeit der vollen geplanten Dosierung haben werden", so Claus Moller, M.D., Ph.D., COO von Genmab (Kopenhagen: GEN.CO - Nachrichten) . "Diese These wird durch die laufende Registrierung der Phase II-Studie untermauert, bei der 101 Patienten mit HuMax-CD20 behandelt wurden."
"Diese ACR50- und ACR70-Resultate machen einen überaus vielversprechenden Eindruck", sagte Lisa N. Drakeman, Ph.D., CEO von Genmab, "so dass wir der zukünftigen Entwicklung unseres Produkts mit Zuversicht entgegensehen."
Diese Daten wurden heute von Dr. Mikkel Ostergaard, Professor für Rheumatologie am Hvidovre Hospital, beim 10. Jahrestag des 'Inflammation and Immune Diseases, Drug Discovery and Development Summit' (Gipfel für Entzündungs- und Immunkrankheiten, Entdeckung und Entwicklung von Medikamenten) in New Brunswick, New Jersey, vorgestellt.
Für weitere Hintergrundinformationen zu der Studie sehen Sie bitte unsere Pressemitteilung vom 8. März 2006 ein.
dpa-afx
ots news: Genmab A/S / Genmab verkündet ACR50- und ACR70-Resultate bei ...
Mittwoch 22. März 2006, 02:43 Uhr
Kopenhagen, Dänemark (ots/PRNewswire) -
Genmab A/S (CSE: GEN) verkündete heute zusätzliche Daten der HuMax-CD20(TM) Phase I/II-Studie zur Behandlung von Patienten mit aktiver rheumatoider Arthritis (RA). Bei Patienten, die zwei Dosen von HuMax-CD20 erhielten, erreichten 38% (10/26) ein ACR50-Ansprechen und 15% (4/26) ein ACR70-Ansprechen (ACR = Ansprechen gemäss den Kriterien des American College of Rheumatology).
Die Resultate der Studie, bei der das Medikament in drei verschiedenen Dosierungen verabreicht wurde, sehen folgendermassen aus:
-- In der Gruppe mit 300 mg: -- 25% (2/8) der Patienten erreichten ACR50 -- 13% (1/8) erreichten ANZEIGE
ACR70 -- In der Gruppe mit 700 mg: -- 44% (4/9) erreichten ACR50 -- 22% (2/9) erreichten ACR70 -- In der Gruppe mit 1000 mg: -- 44% (4/9) erreichten ACR50 -- 11% (1/9) erreichten ACR70
Nach erneuter Prüfung der zuvor gemeldeten ACR20-Daten scheint es, dass ein Patient aus der 300 mg-Dosierungsgruppe, der auf die Behandlung angesprochen hatte, nur eine Dosis von HuMax-CD20 erhalten hatte, dass also 73% (19/26) der Patienten, die mit zwei Dosen von HuMax-CD20 behandelt worden waren, eine ACR20-Response erreicht hatten. Die Intent-to-Treat-Analyse bleibt gleich, 63% der Patienten erreichten eine ACR20-Response.
"Bei der Durchführung dieser Phase I/II-Studie und der laufenden Phase II-Studie bei RA haben wir die mit der Infusion einhergehenden Nebenwirkungen reduziert, indem die Prämedikation intensiviert wurde. Unserer Meinung nach kommt das Sicherheitsprofil von HuMax-CD20 bei dieser Patientenpopulation im Vergleich zu anderen Therapien gut weg, und wir glauben, dass nur einige wenige Patienten Probleme mit der Verträglichkeit der vollen geplanten Dosierung haben werden", so Claus Moller, M.D., Ph.D., COO von Genmab (Kopenhagen: GEN.CO - Nachrichten) . "Diese These wird durch die laufende Registrierung der Phase II-Studie untermauert, bei der 101 Patienten mit HuMax-CD20 behandelt wurden."
"Diese ACR50- und ACR70-Resultate machen einen überaus vielversprechenden Eindruck", sagte Lisa N. Drakeman, Ph.D., CEO von Genmab, "so dass wir der zukünftigen Entwicklung unseres Produkts mit Zuversicht entgegensehen."
Diese Daten wurden heute von Dr. Mikkel Ostergaard, Professor für Rheumatologie am Hvidovre Hospital, beim 10. Jahrestag des 'Inflammation and Immune Diseases, Drug Discovery and Development Summit' (Gipfel für Entzündungs- und Immunkrankheiten, Entdeckung und Entwicklung von Medikamenten) in New Brunswick, New Jersey, vorgestellt.
Für weitere Hintergrundinformationen zu der Studie sehen Sie bitte unsere Pressemitteilung vom 8. März 2006 ein.
Wie ist das mit den Amerikanern
kommen da noch Aktienwürfe oder wenigstens Trauernachverkäufe
Oder haben die fertig
kommen da noch Aktienwürfe oder wenigstens TrauernachverkäufeOder haben die fertig
sieht ja fast nach ausverkauf aus, charttechnische unterstützungen haben wir bestimmt, aber wo ???
antwort wäre schön
danke lotto
antwort wäre schön
danke lotto
Trading Spotlight
Antwort auf Beitrag Nr.: 21.163.143 von lottojan10 am 11.04.06 17:30:39Siehe 2488.
Eine stärkere Unterstützung ist bei ca. 10,50. Das Kursziel aus dem Doppeltop ist aber bei 9,70.
Eine stärkere Unterstützung ist bei ca. 10,50. Das Kursziel aus dem Doppeltop ist aber bei 9,70.
Bedeutet nicht auch der GLD 200 bei USD 11,20 eine Unterstützung?
Meixnel
Meixnel
Press Release Source: Medarex, Inc.
Medarex Announces Start of Dosing in Phase I Clinical Trial for the Treatment of Lupus
Thursday April 13, 2:02 pm ET
PRINCETON, N.J., April 13 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) announced today that its partner MedImmune, Inc. has begun dosing patients in a Phase I clinical trial of MEDI-545 for the potential treatment of systemic lupus erythematosus (SLE or lupus). MEDI-545 is a fully human antibody generated by Medarex's UltiMAb Human Antibody Development System®.
The Phase I randomized, double-blind, placebo-controlled, dose-escalation study involves a single intravenous dose of the anti-interferon-alpha antibody in patients who have mild SLE with lupus rash or skin lesions. The trial is expected to enroll 45 patients at approximately 20 centers in North America and is designed to evaluate the safety and tolerability of MEDI-545.
"We are pleased that the development of this product candidate continues to advance toward potentially helping patients fight the effects of a serious condition," said Donald L. Drakeman, President and CEO of Medarex.
About MEDI-545
MEDI-545 (previously known as MDX-1103) is a fully human monoclonal antibody targeting interferon-alpha. Published data indicate that levels of interferon-alpha are elevated in many patients with active systemic lupus erythematosus (SLE or lupus) and other autoimmune disorders, and may be associated with disease activity. Preclinical data from animal models suggest that MEDI-545 may suppress the abnormal immune activity associated with lupus by binding to multiple interferon-alpha subtypes seen in the serum of lupus patients.
In November 2004, MedImmune entered into a collaboration with Medarex to focus on two specific antibodies, one of which was MDX-1103 (now known as MEDI-545). Under the terms of the agreement, MedImmune is responsible for all ongoing clinical development activities. Prior to the beginning of pivotal studies, Medarex may elect to co-develop the products in return for the opportunity to co-promote and to receive a share of the commercial profits in the United States. In all other cases, Medarex will be entitled to receive milestone payments and royalties.
About Lupus
Approximately 350,000 individuals in the United States are affected with SLE, a chronic inflammatory disease that causes the body to attack its own tissues and organs, including the skin, joints, blood and kidneys. Treatments for lupus include anti-inflammatory drugs, antimalarials, corticosteroids and drugs approved for other purposes, such as immunosuppressive agents given to cancer patients undergoing chemotherapy or medicines developed to treat arthritis patients. Lupus occurs about 10 times more frequently in adult females than adult males, and is two to three times more common among African Americans, Hispanics, Asians and Native Americans.
About Medarex
Medarex is a biopharmaceutical company focused on the discovery, development and potential commercialization of fully human antibody-based therapeutics to treat life-threatening and debilitating diseases, including cancer, inflammation, autoimmune disorders and infectious diseases. Medarex applies its UltiMAb® technology and product development and clinical manufacturing experience to generate, support and potentially commercialize a broad range of fully human antibody product candidates for itself and its partners. Thirty-one of these therapeutic product candidates derived from Medarex technology are in human clinical testing or have had INDs submitted for such trials, with four of the most advanced product candidates currently in Phase III clinical trials. Medarex is committed to building value by developing a diverse pipeline of antibody products to address the world's unmet healthcare needs. For more information about Medarex, visit its website at www.medarex.com.
Statement on Cautionary Factors
Except for the historical information presented herein, matters discussed herein may constitute forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Statements that are not historical facts, including statements preceded by, followed by, or that include the words "potential"; "believe"; "anticipate"; "intend"; "plan"; "expect"; "estimate"; "could"; "may"; or similar statements are forward-looking statements. Medarex disclaims, however, any intent or obligation to update these forward-looking statements. Risks and uncertainties include risks associated with product discovery and development, uncertainties related to the outcome of clinical trials, slower than expected rates of patient recruitment, unforeseen safety issues resulting from the administration of antibody products in patients, uncertainties related to product manufacturing as well as risks detailed from time to time in Medarex's public disclosure filings with the U.S. Securities and Exchange Commission (SEC), including its Annual Report on Form 10-K for the fiscal year ended December 31, 2005 and subsequent Quarterly Reports on Form 10-Q. There can be no assurance that such development efforts will succeed or that other developed products will receive required regulatory clearance or that, even if such regulatory clearance were received, such products would ultimately achieve commercial success. Copies of Medarex's public disclosure filings are available from its investor relations department.
Medarex®, the Medarex logo and UltiMAb® are registered trademarks of Medarex, Inc. All rights are reserved.
Source: Medarex, Inc.
Medarex Announces Start of Dosing in Phase I Clinical Trial for the Treatment of Lupus
Thursday April 13, 2:02 pm ET
PRINCETON, N.J., April 13 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) announced today that its partner MedImmune, Inc. has begun dosing patients in a Phase I clinical trial of MEDI-545 for the potential treatment of systemic lupus erythematosus (SLE or lupus). MEDI-545 is a fully human antibody generated by Medarex's UltiMAb Human Antibody Development System®.
The Phase I randomized, double-blind, placebo-controlled, dose-escalation study involves a single intravenous dose of the anti-interferon-alpha antibody in patients who have mild SLE with lupus rash or skin lesions. The trial is expected to enroll 45 patients at approximately 20 centers in North America and is designed to evaluate the safety and tolerability of MEDI-545.
"We are pleased that the development of this product candidate continues to advance toward potentially helping patients fight the effects of a serious condition," said Donald L. Drakeman, President and CEO of Medarex.
About MEDI-545
MEDI-545 (previously known as MDX-1103) is a fully human monoclonal antibody targeting interferon-alpha. Published data indicate that levels of interferon-alpha are elevated in many patients with active systemic lupus erythematosus (SLE or lupus) and other autoimmune disorders, and may be associated with disease activity. Preclinical data from animal models suggest that MEDI-545 may suppress the abnormal immune activity associated with lupus by binding to multiple interferon-alpha subtypes seen in the serum of lupus patients.
In November 2004, MedImmune entered into a collaboration with Medarex to focus on two specific antibodies, one of which was MDX-1103 (now known as MEDI-545). Under the terms of the agreement, MedImmune is responsible for all ongoing clinical development activities. Prior to the beginning of pivotal studies, Medarex may elect to co-develop the products in return for the opportunity to co-promote and to receive a share of the commercial profits in the United States. In all other cases, Medarex will be entitled to receive milestone payments and royalties.
About Lupus
Approximately 350,000 individuals in the United States are affected with SLE, a chronic inflammatory disease that causes the body to attack its own tissues and organs, including the skin, joints, blood and kidneys. Treatments for lupus include anti-inflammatory drugs, antimalarials, corticosteroids and drugs approved for other purposes, such as immunosuppressive agents given to cancer patients undergoing chemotherapy or medicines developed to treat arthritis patients. Lupus occurs about 10 times more frequently in adult females than adult males, and is two to three times more common among African Americans, Hispanics, Asians and Native Americans.
About Medarex
Medarex is a biopharmaceutical company focused on the discovery, development and potential commercialization of fully human antibody-based therapeutics to treat life-threatening and debilitating diseases, including cancer, inflammation, autoimmune disorders and infectious diseases. Medarex applies its UltiMAb® technology and product development and clinical manufacturing experience to generate, support and potentially commercialize a broad range of fully human antibody product candidates for itself and its partners. Thirty-one of these therapeutic product candidates derived from Medarex technology are in human clinical testing or have had INDs submitted for such trials, with four of the most advanced product candidates currently in Phase III clinical trials. Medarex is committed to building value by developing a diverse pipeline of antibody products to address the world's unmet healthcare needs. For more information about Medarex, visit its website at www.medarex.com.
Statement on Cautionary Factors
Except for the historical information presented herein, matters discussed herein may constitute forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Statements that are not historical facts, including statements preceded by, followed by, or that include the words "potential"; "believe"; "anticipate"; "intend"; "plan"; "expect"; "estimate"; "could"; "may"; or similar statements are forward-looking statements. Medarex disclaims, however, any intent or obligation to update these forward-looking statements. Risks and uncertainties include risks associated with product discovery and development, uncertainties related to the outcome of clinical trials, slower than expected rates of patient recruitment, unforeseen safety issues resulting from the administration of antibody products in patients, uncertainties related to product manufacturing as well as risks detailed from time to time in Medarex's public disclosure filings with the U.S. Securities and Exchange Commission (SEC), including its Annual Report on Form 10-K for the fiscal year ended December 31, 2005 and subsequent Quarterly Reports on Form 10-Q. There can be no assurance that such development efforts will succeed or that other developed products will receive required regulatory clearance or that, even if such regulatory clearance were received, such products would ultimately achieve commercial success. Copies of Medarex's public disclosure filings are available from its investor relations department.
Medarex®, the Medarex logo and UltiMAb® are registered trademarks of Medarex, Inc. All rights are reserved.
Source: Medarex, Inc.
Antwort auf Beitrag Nr.: 21.201.846 von amorphis am 14.04.06 12:18:43Die News sollten den Kurs wieder über die 10 € bringen...
Medarex expands collaboration with Biolex
13th April 2006
By Tom Neilson
Having initiated a collaboration with New Jersey-based Medarex last year, Biolex Therapeutics has reported an extension of their agreement to include two additional monoclonal antibodies.
AdvertisementThe collaboration was initially formed in February of 2005 to create the commercial line for the first Medarex antibody using the Biolex Lex System. The expansion of the collaboration comes after the successful achievement of the scientific goals for the first monoclonal antibody.
"We have enjoyed working with Medarex and are very pleased that they are happy with the successful results we have achieved to date with their first monoclonal antibody. We plan to continue building upon and forming similar agreements with other pharmaceutical and biotech companies, while advancing our own pipeline of therapeutic proteins," said Jan Turek, President and CEO of Biolex.
Medarex expands collaboration with Biolex
13th April 2006
By Tom Neilson
Having initiated a collaboration with New Jersey-based Medarex last year, Biolex Therapeutics has reported an extension of their agreement to include two additional monoclonal antibodies.
AdvertisementThe collaboration was initially formed in February of 2005 to create the commercial line for the first Medarex antibody using the Biolex Lex System. The expansion of the collaboration comes after the successful achievement of the scientific goals for the first monoclonal antibody.
"We have enjoyed working with Medarex and are very pleased that they are happy with the successful results we have achieved to date with their first monoclonal antibody. We plan to continue building upon and forming similar agreements with other pharmaceutical and biotech companies, while advancing our own pipeline of therapeutic proteins," said Jan Turek, President and CEO of Biolex.
Moin,
wird schon werden, sind Kaufkurse im Moment. Das ewige starke Auf und Ab nervt schon ziemlich (als Dauer-Long), erfreut natürlich die Trader.
Habe mir wieder etwas Geld auf´s Depotkonto überwiesen, um nachzukaufen. Leider nicht sehr viel, würde sonst mehr kaufen. Kredite für Aktien nehme ich in der momentanen Lage (Öl, USA/Iran etc.) nicht auf. Bin mir aber auch ziemlich sicher, dass Kurse unter 10€ nicht mehr sehr oft zu bekommen sind!
Who dares, wins!
q.
wird schon werden, sind Kaufkurse im Moment. Das ewige starke Auf und Ab nervt schon ziemlich (als Dauer-Long), erfreut natürlich die Trader.
Habe mir wieder etwas Geld auf´s Depotkonto überwiesen, um nachzukaufen. Leider nicht sehr viel, würde sonst mehr kaufen. Kredite für Aktien nehme ich in der momentanen Lage (Öl, USA/Iran etc.) nicht auf. Bin mir aber auch ziemlich sicher, dass Kurse unter 10€ nicht mehr sehr oft zu bekommen sind!
Who dares, wins!
q.
Antwort auf Beitrag Nr.: 21.204.679 von quepos am 14.04.06 22:23:33quepos...auch kleine positionen können wachsen...und da du eh nachkaufst...hätte auch gern noch ein wenig flüssiges...
Antwort auf Beitrag Nr.: 21.205.208 von amorphis am 15.04.06 02:26:12heute leider wieder im minus geschlossen in usa.
man,man,man medx ich will doch wieder ein paar einsammeln.
gib endlich gas !!!!!!
lotto
man,man,man medx ich will doch wieder ein paar einsammeln.
gib endlich gas !!!!!!
lotto
Das ist noch nicht alles jetz steigen die großen auch noch aus.
Hier schreibt ja wohl keiner mehr alle weg.
Bald könnt ihr wider einsammeln!!
Aber erst wenn das Gap geschlossen ist...
Antwort auf Beitrag Nr.: 21.305.882 von mountainbiker am 25.04.06 09:08:08@ mountainbiker
Wo siehst Du ein GAP?
Wo siehst Du ein GAP?
@ Friseuse
Danke!
Ich bin leider kein Charttechiker, daher meine Frage: ist mit dem Gap der Sprung im Dezember gemeint?
Interpretiere ich den Chart richtig? - 1) Die GLD-Linie 200 bei ca. USD 11,30 hält, was mir wichtig erscheint. 2) Die kurzfristige Abwärtstrendlinie bei ca. USD 11,50 wurde überwunden - auch wichtig, oder?
Danke + beste Grüße
Meixnel
Danke!
Ich bin leider kein Charttechiker, daher meine Frage: ist mit dem Gap der Sprung im Dezember gemeint?
Interpretiere ich den Chart richtig? - 1) Die GLD-Linie 200 bei ca. USD 11,30 hält, was mir wichtig erscheint. 2) Die kurzfristige Abwärtstrendlinie bei ca. USD 11,50 wurde überwunden - auch wichtig, oder?
Danke + beste Grüße
Meixnel
Keine Panik !
Friseuse wird sich schon melden
Noch nicht einsteigen !
Friseuse wird sich schon melden
Noch nicht einsteigen !
Antwort auf Beitrag Nr.: 21.380.242 von bye am 30.04.06 12:15:36Etwas viel der Ehre
letztlich sind wir halt alle nur Kandidaten
Die Besonderheit dieser Zeit ist eine extreme Kapitalflutung von Biotechs unterhalb der Big Bios auf Kurskosten. Das Elend habe ich mir an anderer Stelle mehrmals und in Medarex einmal gegeben.
Die Aktie sehe ich mit dem Ende der Kapitalerhöhungszeit und auch im charttechnischen Kontext zur langfristigen Ausbruchszone mit Gap im Kaufbereich. Andererseits möchte ich im Moment nicht Dollarabwertungsrisiken haben, suche noch ein brauchbares Derivat mit Basis 10 Dollar und Jahreshaltbarkeit.
Wer hilft
letztlich sind wir halt alle nur KandidatenDie Besonderheit dieser Zeit ist eine extreme Kapitalflutung von Biotechs unterhalb der Big Bios auf Kurskosten. Das Elend habe ich mir an anderer Stelle mehrmals und in Medarex einmal gegeben.
Die Aktie sehe ich mit dem Ende der Kapitalerhöhungszeit und auch im charttechnischen Kontext zur langfristigen Ausbruchszone mit Gap im Kaufbereich. Andererseits möchte ich im Moment nicht Dollarabwertungsrisiken haben, suche noch ein brauchbares Derivat mit Basis 10 Dollar und Jahreshaltbarkeit.
Wer hilft
@ Friseuse
Klingt unheimlich gescheit - aber, sorry, zumindest ich kann Dir nicht folgen, was willst Du damit sagen???
Klingt unheimlich gescheit - aber, sorry, zumindest ich kann Dir nicht folgen, was willst Du damit sagen???
Medarex halte ich für einen klaren Kauf. Im nächsten Jahrzehnt werden sie von Morphosys AKs verdrängt, das geht einer Genentech auch so 
Vorher kommen die in einen satt zweistelligen MRD- Kapitalisierungsbereich.
Denke ich
Vorher kommen die in einen satt zweistelligen MRD- Kapitalisierungsbereich.
Denke ich
Was tun
Antwort auf Beitrag Nr.: 21.393.909 von Friseuse am 01.05.06 19:54:59
Kämpft an der Ausbruchszone rum.
Was soll man da tun?
Alles im Lot aufm Boot
Kämpft an der Ausbruchszone rum.
Was soll man da tun?
Alles im Lot aufm Boot
Gut so - die Unterstützung der GLD-Linie 200 hält.
Und jetzt, bitte, die GLD-Linie bei USD 12,10 überwinden..
Meixnel
Und jetzt, bitte, die GLD-Linie bei USD 12,10 überwinden..
Meixnel
05.05.2006 13:04
Medarex Announces 2006 First Quarter Financial Results
PRINCETON, N.J., May 5 /PRNewswire-FirstCall/ -- Medarex, (Nachrichten/Aktienkurs) Inc. announced today its financial results for the three-month period ended March 31, 2006.
Medarex's net loss for the three-month period ended March 31, 2006 was $36.0 million or ($0.32) per share. Medarex's net loss for the period includes $2.4 million or ($0.02) per share representing Medarex's share of the 2006 net loss of Celldex Therapeutics, Inc. (a 60% owned subsidiary), a non-cash charge of $3.4 million or ($0.03) per share for stock based compensation as a result of the adoption of FAS 123(R) on January 1, 2006 and a non-cash gain on our investment in Genmab of approximately $3.2 million or $0.03 per share. Excluding the impact of these items, Medarex's net loss on a non-GAAP basis for the three-month period ended March 31, 2006 was $33.4 million or ($0.30) per share.
Total revenues for the three-month period ended March 31, 2006 were $13.1 million, an increase of $4.6 million as compared to $8.5 million for the same period in 2005. The increase in revenue for the three-month period ended March 31, 2006 was primarily the result of increases in the reimbursement of product development costs from certain of Medarex's collaborations and payments received from Medarex's contract and licensing business.
Research and development (R&D) expenses for the three-month period ended March 31, 2006 were $45.6 million, an increase of $16.5 million, as compared to $29.1 million for the same period in 2005. Included in R&D expense for the quarter was approximately $2.3 million related to Celldex's R&D activities and approximately $2.0 million of stock-based compensation. The remaining increase of $12.2 million was primarily attributable to increased clinical trial costs for Medarex's ipilimumab (also known as MDX-010) program.
General and administrative (G&A) expenses for the three-month period ended March 31, 2006, were $9.2 million, an increase of $3.5 million, as compared to $5.7 million for the same period in 2005. This increase relates principally to Celldex's G&A expenses for the quarter of $2.0 million and approximately $1.4 million of stock-based compensation.
Medarex ended the quarter with approximately $330.3 million in cash, cash equivalents, marketable securities and segregated cash. Approximately $23.4 million of this balance relates to Celldex. The March 31, 2006 cash, cash equivalents and marketable securities balance does not include approximately $111.3 million of proceeds from the sale of 10 million shares of common stock completed in April 2006. In addition, as of March 31, 2006, the market value of Medarex's equity interest in Genmab was approximately $232.5 million.
Medarex's product development and business accomplishments during the first quarter of 2006 included the following:
-- Announcing the initiation of a second registrational trial for ipilimumab in previously-treated (second-line) metastatic melanoma patients; -- Receiving an undisclosed milestone payment from Medarex's licensing partner, ImClone Systems Incorporated, for the Investigational New Drug (IND) application filing of an undisclosed anti-cancer antibody; -- Initiation of a Phase I clinical trial of MDX-1388 in combination with MDX-066, two fully human antibodies being developed with the Massachusetts Biologic Laboratories that target C. difficile Toxin B and Toxin A for the treatment of C. difficile-acquired diarrhea; -- Announcing the filing of an IND application by Medarex's licensing partner, NovImmune SA, for NI-0401, a fully human antibody that targets CD3 antigen for the treatment of autoimmune disease; -- Announcing with Medarex's partner, PharmAthene, Inc., the grant of orphan drug status and fast track designation by the U.S. Food and Drug Administration for Valortim(TM) (MDX-1303) for the treatment of anthrax infection, as well as the receipt of $2.05 million in funding from the 2006 U.S. Department of Defense Appropriations bill; -- Receiving orphan drug status from the FDA for MDX-060 (currently in Phase II clinical trials for Hodgkin's disease and lymphoma) for the treatment of CD30-positive T-cell lymphomas; -- Entering into a licensing agreement with Organon, the human health care business unit of Akzo Nobel, to develop fully human antibodies for the treatment of a variety of diseases; and -- Entering into a second collaboration with Ono Pharmaceutical Co., Ltd., in this case for the research and development of a fully human anti-SDF-1 antibody for the potential treatment of multiple indications.
Upcoming data scheduled for presentation at the Annual Meeting of the American Society of Clinical Oncology (ASCO), being held in Atlanta, GA on June 2-6, 2006, include:
-- An oral presentation on "A dose-escalation trial of GM-CSF-gene transduced allogeneic prostate cancer cellular immunotherapy in combination with a fully human anti-CTLA antibody (MDX-010, ipilimumab) in patients with metastatic hormone-refractory prostate cancer (mHRPC)" (Abstract #2500) during the conference's Immunotherapy in Prostate Cancer session on Saturday, June 3rd in Building B, Level 4, Room B406; -- An oral presentation on a "Phase II trial of extended dose anti-CTLA- 4 antibody ipilimumab (formerly MDX-010) with a multi-peptide vaccine for resected stages IIIC and IV melanoma" (Abstract #2510) during the conference's Developmental Therapeutics: Immunotherapy session on Sunday, June 4th in Building B, Level 4, Room B406; -- An oral presentation on "A phase I trial of combination immunotherapy with CTLA-4 blockade and GM-CSF in hormone-refractory prostate cancer" (Abstract #2508) during the conference's Developmental Therapeutics: Immunotherapy session on Sunday, June 4th in Building B, Level 4, Room B406; and -- A poster presentation on "A phase I, pharmacokinetic (PK) and pharmacodynamic (PD) study of MDX-214, a novel immune-mediated mechanism agent targeting the epithelial growth factor receptor (EGFR), in patients with advanced solid tumors" (Abstract #2523) during the conference's Developmental Therapeutics: Immunotherapy session on Tuesday, June 6th in Building B, Level 4, Room B401.
"For the first quarter, we and our partners accomplished much - from filing INDs for novel products to initiating a new registrational study for ipilimumab - to broaden the pipeline and to move products toward commercialization," said Donald L. Drakeman, President and CEO of Medarex.
About Medarex
Medarex is a biopharmaceutical company focused on the discovery, development and potential commercialization of fully human antibody-based therapeutics to treat life-threatening and debilitating diseases, including cancer, inflammation, autoimmune disorders and infectious diseases. Medarex applies its UltiMAb(R) technology and product development and clinical manufacturing experience to generate, support and potentially commercialize a broad range of fully human antibody product candidates for itself and its partners. Thirty-one of these therapeutic product candidates derived from Medarex technology are in human clinical testing or have had INDs submitted for such trials, with four of the most advanced product candidates currently in Phase III clinical trials. Medarex is committed to building value by developing a diverse pipeline of antibody products to address the world's unmet healthcare needs. For more information about Medarex, visit its website at http://www.medarex.com/.
Statement on Cautionary Factors
Except for the historical information presented herein, matters discussed herein may constitute forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Statements that are not historical facts, including statements preceded by, followed by, or that include the words "potential"; "believe"; "anticipate"; "intend"; "plan"; "expect"; "estimate"; "could"; "may"; or similar statements are forward-looking statements. Medarex disclaims, however, any intent or obligation to update these forward-looking statements. Risks and uncertainties include risks associated with product discovery and development, uncertainties related to the outcome of clinical trials, slower than expected rates of patient recruitment, unforeseen safety issues resulting from the administration of antibody products in patients, uncertainties related to product manufacturing, as well as risks detailed from time to time in Medarex's public disclosure filings with the U.S. Securities and Exchange Commission (SEC), including its Annual Report on Form 10-K for the fiscal year ended December 31, 2005 and subsequent Quarterly Reports on Form 10-Q. There can be no assurance that such development efforts will succeed or that other developed products will receive required regulatory clearance or that, even if such regulatory clearance were received, such products would ultimately achieve commercial success. Copies of Medarex's public disclosure filings are available from its investor relations department.
Medarex(R), the Medarex logo and UltiMAb(R) are registered trademarks of Medarex, Inc. All rights are reserved.
MEDAREX, INC. Condensed Consolidated Statements of Operations (In thousands, except per share data) Three Months Ended March 31, (Unaudited) 2006 2005 Contract and license revenues $8,622 $6,532 Reimbursement of development costs 4,455 1,979 Total revenues 13,077 8,511 Costs and expenses: Research and development 45,607 29,126 General and administrative 9,233 5,735 Operating loss (41,763) (26,350) Equity in net loss of affiliate (1,037) (1,657) Interest income, net 2,196 1,433 Impairment loss on investments in partners - (20,264) Minority interest - Celldex 1,607 - Non-cash gain on loss of significant influence in Genmab 3,202 - Loss before provision for income taxes (35,795) (46,838) Provision for income taxes 222 58 Net loss $(36,017) $(46,896) Basic and diluted net loss per share $(0.32) $(0.44) Weighted average number of common shares outstanding during the year - basic and diluted 112,213 106,999 Condensed Consolidated Balance Sheets (In thousands) March 31, December 31, 2006 2005 (Unaudited) (1) Cash, cash equivalents and marketable securities - Medarex $305,181 $326,095 Cash and cash equivalents - Celldex 23,053 25,212 Other current assets 30,734 31,608 Property, buildings and equipment, net 83,875 85,984 Marketable securities - Genmab 232,511 - Investment in Genmab - 3,255 Investments in, and advances to affiliate and partners 7,757 6,400 Segregated cash - non current 2,036 2,033 Other assets 5,864 6,289 $691,011 $486,876 Current liabilities $55,854 $53,716 Other liabilities 106,745 110,859 Convertible notes 150,000 150,000 Minority interest 9,983 11,590 Shareholders' equity 368,429 160,711 $691,011 $486,876 (1) Derived from the December 31, 2005 audited financial statements. For further information, refer to the financial statements and footnotes there to included in the Company's annual report on Form 10-K for the year ended December 31, 2005. MEDAREX, INC. Condensed Statements of Operations (Non-GAAP Basis) (In thousands, except per share data) Three Months Ended March 31, (Unaudited) 2006 2005 Contract and license revenues $8,494 $6,532 Reimbursement of development costs 4,455 1,979 Total revenues 12,949 8,511 Costs and expenses: Research and development 41,268 29,126 General and administrative 5,801 5,735 Operating loss (34,120) (26,350) Equity in net loss of affiliate (1,037) (1,657) Interest income, net 1,951 1,433 Impairment loss on investments in partners - (20,264) Loss before provision for income taxes (33,206) (46,838) Provision for income taxes 222 58 Net loss $(33,428) $(46,896) Basic and diluted net loss per share $(0.30) $(0.44) Weighted average number of common shares outstanding during the year - basic and diluted 112,213 106,999 MEDAREX, INC. Reconciliation of GAAP Net Loss to Non-GAAP Net Loss (1) (In thousands, except per share data) (unaudited) GAAP Net loss $(36,017) Celldex Net loss (2) 4,018 Minority interest - Celldex (2) (1,607) Stock-Based compensation expense (3) 3,380 Non-cash gain on loss of significant influence in Genmab (4) (3,202) Non-GAAP Net loss $(33,428) GAAP Net loss per share, per share, basic and diluted $(0.32) Non-GAAP Net loss per share, basic and diluted $(0.30) Shares used in computing basic and diluted GAAP and Non-GAAP net loss per share 112,213 (1) These 2006 Non-GAAP amounts are intended to illustrate the Company's results of operations for the three months ended March 31, 2006, excluding the items discussed below. Management of the Company believes, the Non-GAAP results are a useful measure of the Company's results of operations, because, in management's view, the inclusion of these items as required by GAAP are not necessarily indicative of or directly attributable to the Company's continuing operations. (2) In management's view, the operations of Celldex are not necessarily indicative of or directly attributable to the Company's continuing operations. (3) For the three-month period ended March 31, 2006, the Company incurred $3.4 million in stock compensation expense of which $2.0 million is included in research and development expenses and $1.4 million is included in general and administrative expenses. Stock compensation expense includes costs associated with stock awards, including stock options, which were recorded in accordance with the provisions of FAS 123(R). FAS 123(R) requires companies to record stock-based payments in the financial statements using a fair value method. The Company adopted FAS 123(R) on a modified prospective basis beginning on January 1, 2006. (4) In connection with a reduction in the Company's ownership percentage of Genmab below 20%, accumulated other comprehensive income associated with the investment was first offset against the remaining carrying value of the investment ($2.2 million) reducing the balance to zero, with the remaining balance ($3.2 million) recorded as a non-cash gain in accordance with FASB Staff Position APB 18-1, Accounting by an Investor for Its Proportionate Share of Accumulated Other Comprehensive Income of an Investee Accounted for in Accordance with ABP Opinion No. 18 upon a Loss of Significant Influence.
Medarex Announces 2006 First Quarter Financial Results
PRINCETON, N.J., May 5 /PRNewswire-FirstCall/ -- Medarex, (Nachrichten/Aktienkurs) Inc. announced today its financial results for the three-month period ended March 31, 2006.
Medarex's net loss for the three-month period ended March 31, 2006 was $36.0 million or ($0.32) per share. Medarex's net loss for the period includes $2.4 million or ($0.02) per share representing Medarex's share of the 2006 net loss of Celldex Therapeutics, Inc. (a 60% owned subsidiary), a non-cash charge of $3.4 million or ($0.03) per share for stock based compensation as a result of the adoption of FAS 123(R) on January 1, 2006 and a non-cash gain on our investment in Genmab of approximately $3.2 million or $0.03 per share. Excluding the impact of these items, Medarex's net loss on a non-GAAP basis for the three-month period ended March 31, 2006 was $33.4 million or ($0.30) per share.
Total revenues for the three-month period ended March 31, 2006 were $13.1 million, an increase of $4.6 million as compared to $8.5 million for the same period in 2005. The increase in revenue for the three-month period ended March 31, 2006 was primarily the result of increases in the reimbursement of product development costs from certain of Medarex's collaborations and payments received from Medarex's contract and licensing business.
Research and development (R&D) expenses for the three-month period ended March 31, 2006 were $45.6 million, an increase of $16.5 million, as compared to $29.1 million for the same period in 2005. Included in R&D expense for the quarter was approximately $2.3 million related to Celldex's R&D activities and approximately $2.0 million of stock-based compensation. The remaining increase of $12.2 million was primarily attributable to increased clinical trial costs for Medarex's ipilimumab (also known as MDX-010) program.
General and administrative (G&A) expenses for the three-month period ended March 31, 2006, were $9.2 million, an increase of $3.5 million, as compared to $5.7 million for the same period in 2005. This increase relates principally to Celldex's G&A expenses for the quarter of $2.0 million and approximately $1.4 million of stock-based compensation.
Medarex ended the quarter with approximately $330.3 million in cash, cash equivalents, marketable securities and segregated cash. Approximately $23.4 million of this balance relates to Celldex. The March 31, 2006 cash, cash equivalents and marketable securities balance does not include approximately $111.3 million of proceeds from the sale of 10 million shares of common stock completed in April 2006. In addition, as of March 31, 2006, the market value of Medarex's equity interest in Genmab was approximately $232.5 million.
Medarex's product development and business accomplishments during the first quarter of 2006 included the following:
-- Announcing the initiation of a second registrational trial for ipilimumab in previously-treated (second-line) metastatic melanoma patients; -- Receiving an undisclosed milestone payment from Medarex's licensing partner, ImClone Systems Incorporated, for the Investigational New Drug (IND) application filing of an undisclosed anti-cancer antibody; -- Initiation of a Phase I clinical trial of MDX-1388 in combination with MDX-066, two fully human antibodies being developed with the Massachusetts Biologic Laboratories that target C. difficile Toxin B and Toxin A for the treatment of C. difficile-acquired diarrhea; -- Announcing the filing of an IND application by Medarex's licensing partner, NovImmune SA, for NI-0401, a fully human antibody that targets CD3 antigen for the treatment of autoimmune disease; -- Announcing with Medarex's partner, PharmAthene, Inc., the grant of orphan drug status and fast track designation by the U.S. Food and Drug Administration for Valortim(TM) (MDX-1303) for the treatment of anthrax infection, as well as the receipt of $2.05 million in funding from the 2006 U.S. Department of Defense Appropriations bill; -- Receiving orphan drug status from the FDA for MDX-060 (currently in Phase II clinical trials for Hodgkin's disease and lymphoma) for the treatment of CD30-positive T-cell lymphomas; -- Entering into a licensing agreement with Organon, the human health care business unit of Akzo Nobel, to develop fully human antibodies for the treatment of a variety of diseases; and -- Entering into a second collaboration with Ono Pharmaceutical Co., Ltd., in this case for the research and development of a fully human anti-SDF-1 antibody for the potential treatment of multiple indications.
Upcoming data scheduled for presentation at the Annual Meeting of the American Society of Clinical Oncology (ASCO), being held in Atlanta, GA on June 2-6, 2006, include:
-- An oral presentation on "A dose-escalation trial of GM-CSF-gene transduced allogeneic prostate cancer cellular immunotherapy in combination with a fully human anti-CTLA antibody (MDX-010, ipilimumab) in patients with metastatic hormone-refractory prostate cancer (mHRPC)" (Abstract #2500) during the conference's Immunotherapy in Prostate Cancer session on Saturday, June 3rd in Building B, Level 4, Room B406; -- An oral presentation on a "Phase II trial of extended dose anti-CTLA- 4 antibody ipilimumab (formerly MDX-010) with a multi-peptide vaccine for resected stages IIIC and IV melanoma" (Abstract #2510) during the conference's Developmental Therapeutics: Immunotherapy session on Sunday, June 4th in Building B, Level 4, Room B406; -- An oral presentation on "A phase I trial of combination immunotherapy with CTLA-4 blockade and GM-CSF in hormone-refractory prostate cancer" (Abstract #2508) during the conference's Developmental Therapeutics: Immunotherapy session on Sunday, June 4th in Building B, Level 4, Room B406; and -- A poster presentation on "A phase I, pharmacokinetic (PK) and pharmacodynamic (PD) study of MDX-214, a novel immune-mediated mechanism agent targeting the epithelial growth factor receptor (EGFR), in patients with advanced solid tumors" (Abstract #2523) during the conference's Developmental Therapeutics: Immunotherapy session on Tuesday, June 6th in Building B, Level 4, Room B401.
"For the first quarter, we and our partners accomplished much - from filing INDs for novel products to initiating a new registrational study for ipilimumab - to broaden the pipeline and to move products toward commercialization," said Donald L. Drakeman, President and CEO of Medarex.
About Medarex
Medarex is a biopharmaceutical company focused on the discovery, development and potential commercialization of fully human antibody-based therapeutics to treat life-threatening and debilitating diseases, including cancer, inflammation, autoimmune disorders and infectious diseases. Medarex applies its UltiMAb(R) technology and product development and clinical manufacturing experience to generate, support and potentially commercialize a broad range of fully human antibody product candidates for itself and its partners. Thirty-one of these therapeutic product candidates derived from Medarex technology are in human clinical testing or have had INDs submitted for such trials, with four of the most advanced product candidates currently in Phase III clinical trials. Medarex is committed to building value by developing a diverse pipeline of antibody products to address the world's unmet healthcare needs. For more information about Medarex, visit its website at http://www.medarex.com/.
Statement on Cautionary Factors
Except for the historical information presented herein, matters discussed herein may constitute forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Statements that are not historical facts, including statements preceded by, followed by, or that include the words "potential"; "believe"; "anticipate"; "intend"; "plan"; "expect"; "estimate"; "could"; "may"; or similar statements are forward-looking statements. Medarex disclaims, however, any intent or obligation to update these forward-looking statements. Risks and uncertainties include risks associated with product discovery and development, uncertainties related to the outcome of clinical trials, slower than expected rates of patient recruitment, unforeseen safety issues resulting from the administration of antibody products in patients, uncertainties related to product manufacturing, as well as risks detailed from time to time in Medarex's public disclosure filings with the U.S. Securities and Exchange Commission (SEC), including its Annual Report on Form 10-K for the fiscal year ended December 31, 2005 and subsequent Quarterly Reports on Form 10-Q. There can be no assurance that such development efforts will succeed or that other developed products will receive required regulatory clearance or that, even if such regulatory clearance were received, such products would ultimately achieve commercial success. Copies of Medarex's public disclosure filings are available from its investor relations department.
Medarex(R), the Medarex logo and UltiMAb(R) are registered trademarks of Medarex, Inc. All rights are reserved.
MEDAREX, INC. Condensed Consolidated Statements of Operations (In thousands, except per share data) Three Months Ended March 31, (Unaudited) 2006 2005 Contract and license revenues $8,622 $6,532 Reimbursement of development costs 4,455 1,979 Total revenues 13,077 8,511 Costs and expenses: Research and development 45,607 29,126 General and administrative 9,233 5,735 Operating loss (41,763) (26,350) Equity in net loss of affiliate (1,037) (1,657) Interest income, net 2,196 1,433 Impairment loss on investments in partners - (20,264) Minority interest - Celldex 1,607 - Non-cash gain on loss of significant influence in Genmab 3,202 - Loss before provision for income taxes (35,795) (46,838) Provision for income taxes 222 58 Net loss $(36,017) $(46,896) Basic and diluted net loss per share $(0.32) $(0.44) Weighted average number of common shares outstanding during the year - basic and diluted 112,213 106,999 Condensed Consolidated Balance Sheets (In thousands) March 31, December 31, 2006 2005 (Unaudited) (1) Cash, cash equivalents and marketable securities - Medarex $305,181 $326,095 Cash and cash equivalents - Celldex 23,053 25,212 Other current assets 30,734 31,608 Property, buildings and equipment, net 83,875 85,984 Marketable securities - Genmab 232,511 - Investment in Genmab - 3,255 Investments in, and advances to affiliate and partners 7,757 6,400 Segregated cash - non current 2,036 2,033 Other assets 5,864 6,289 $691,011 $486,876 Current liabilities $55,854 $53,716 Other liabilities 106,745 110,859 Convertible notes 150,000 150,000 Minority interest 9,983 11,590 Shareholders' equity 368,429 160,711 $691,011 $486,876 (1) Derived from the December 31, 2005 audited financial statements. For further information, refer to the financial statements and footnotes there to included in the Company's annual report on Form 10-K for the year ended December 31, 2005. MEDAREX, INC. Condensed Statements of Operations (Non-GAAP Basis) (In thousands, except per share data) Three Months Ended March 31, (Unaudited) 2006 2005 Contract and license revenues $8,494 $6,532 Reimbursement of development costs 4,455 1,979 Total revenues 12,949 8,511 Costs and expenses: Research and development 41,268 29,126 General and administrative 5,801 5,735 Operating loss (34,120) (26,350) Equity in net loss of affiliate (1,037) (1,657) Interest income, net 1,951 1,433 Impairment loss on investments in partners - (20,264) Loss before provision for income taxes (33,206) (46,838) Provision for income taxes 222 58 Net loss $(33,428) $(46,896) Basic and diluted net loss per share $(0.30) $(0.44) Weighted average number of common shares outstanding during the year - basic and diluted 112,213 106,999 MEDAREX, INC. Reconciliation of GAAP Net Loss to Non-GAAP Net Loss (1) (In thousands, except per share data) (unaudited) GAAP Net loss $(36,017) Celldex Net loss (2) 4,018 Minority interest - Celldex (2) (1,607) Stock-Based compensation expense (3) 3,380 Non-cash gain on loss of significant influence in Genmab (4) (3,202) Non-GAAP Net loss $(33,428) GAAP Net loss per share, per share, basic and diluted $(0.32) Non-GAAP Net loss per share, basic and diluted $(0.30) Shares used in computing basic and diluted GAAP and Non-GAAP net loss per share 112,213 (1) These 2006 Non-GAAP amounts are intended to illustrate the Company's results of operations for the three months ended March 31, 2006, excluding the items discussed below. Management of the Company believes, the Non-GAAP results are a useful measure of the Company's results of operations, because, in management's view, the inclusion of these items as required by GAAP are not necessarily indicative of or directly attributable to the Company's continuing operations. (2) In management's view, the operations of Celldex are not necessarily indicative of or directly attributable to the Company's continuing operations. (3) For the three-month period ended March 31, 2006, the Company incurred $3.4 million in stock compensation expense of which $2.0 million is included in research and development expenses and $1.4 million is included in general and administrative expenses. Stock compensation expense includes costs associated with stock awards, including stock options, which were recorded in accordance with the provisions of FAS 123(R). FAS 123(R) requires companies to record stock-based payments in the financial statements using a fair value method. The Company adopted FAS 123(R) on a modified prospective basis beginning on January 1, 2006. (4) In connection with a reduction in the Company's ownership percentage of Genmab below 20%, accumulated other comprehensive income associated with the investment was first offset against the remaining carrying value of the investment ($2.2 million) reducing the balance to zero, with the remaining balance ($3.2 million) recorded as a non-cash gain in accordance with FASB Staff Position APB 18-1, Accounting by an Investor for Its Proportionate Share of Accumulated Other Comprehensive Income of an Investee Accounted for in Accordance with ABP Opinion No. 18 upon a Loss of Significant Influence.
Falls noch nicht gesehen. Einstufung von Medarex
http://www.forbes.com/markets/2006/05/05/medarex-0505markets…
http://www.forbes.com/markets/2006/05/05/medarex-0505markets…
und vielleicht daher das Plus heute???
Needham & Co. hat die Anlageempfehlung „Buy“ für Medarex <MEDX.NAS> <MAX.FSE> (Nachrichten/Aktienkurs) bestätigt. Das Kursziel für das Biotechnologieunternehmen bleibe 18 US-Dollar, hieß es in einer Studie vom Montag.
Die Fortschritte in der Entwicklung von Ipilimumab (gegen metastasierende Melanome) im ersten Quartal seien wegweisend. Mit drei Studien in Phase III und einem viel versprechenden Verträglichkeits- und Wirksamkeitsprofil sei das Entwicklungsrisiko deutlich gesunken, so die Experten. Ipilimumab biete hohes Marktpotenzial.
Insgesamt weise die Produktpipeline von Medarex 5 Wirkstoffe in Phase III und weitere 20 Kandidaten in frühen Testphasen auf. Für 2006 ist nach Ansicht von Needham aus diesem Kreis mit weiteren Neuigkeiten zu rechnen. Das Kursziel von 18 Dollar entspreche dem 8-fachen des für 2011 prognostizierten Umsatzes in Höhe von 453 Millionen Dollar abzüglich eines Abschlages von 25 Prozent.
Gemäß der Einstufung "Buy" geht Needham davon aus, dass die Titel in den kommenden zwölf Monaten einen Gesamtertrag zwischen 10 bis 25 Prozent erzielen werden./ag/hi
Analysierendes Institut Needham & Co.
ISIN US5839161016
AXC0126 2006-05-08/15:53
Needham & Co. hat die Anlageempfehlung „Buy“ für Medarex <MEDX.NAS> <MAX.FSE> (Nachrichten/Aktienkurs) bestätigt. Das Kursziel für das Biotechnologieunternehmen bleibe 18 US-Dollar, hieß es in einer Studie vom Montag.
Die Fortschritte in der Entwicklung von Ipilimumab (gegen metastasierende Melanome) im ersten Quartal seien wegweisend. Mit drei Studien in Phase III und einem viel versprechenden Verträglichkeits- und Wirksamkeitsprofil sei das Entwicklungsrisiko deutlich gesunken, so die Experten. Ipilimumab biete hohes Marktpotenzial.
Insgesamt weise die Produktpipeline von Medarex 5 Wirkstoffe in Phase III und weitere 20 Kandidaten in frühen Testphasen auf. Für 2006 ist nach Ansicht von Needham aus diesem Kreis mit weiteren Neuigkeiten zu rechnen. Das Kursziel von 18 Dollar entspreche dem 8-fachen des für 2011 prognostizierten Umsatzes in Höhe von 453 Millionen Dollar abzüglich eines Abschlages von 25 Prozent.
Gemäß der Einstufung "Buy" geht Needham davon aus, dass die Titel in den kommenden zwölf Monaten einen Gesamtertrag zwischen 10 bis 25 Prozent erzielen werden./ag/hi
Analysierendes Institut Needham & Co.
ISIN US5839161016
AXC0126 2006-05-08/15:53
Medarex to Present at the Bank of America Health Care Conference 2006
Tuesday May 9, 6:00 am ET
PRINCETON, N.J., May 9 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) announced today that it is scheduled to present at the Bank of America Health Care Conference 2006 at 3:00 PM Eastern Time on May 16, 2006.
The conference is being held at The Four Seasons Hotel in Las Vegas, NV. Medarex's presentation will be webcast live and will be available for replay through the Webcasts page in the Investor Relations section of the Medarex website via the Internet at www.medarex.com.
Medarex is a biopharmaceutical company focused on the discovery, development and potential commercialization of fully human antibody-based therapeutics to treat life-threatening and debilitating diseases, including cancer, inflammation, autoimmune disorders and infectious diseases. Medarex applies its UltiMAb® technology and product development and clinical manufacturing experience to generate, support and potentially commercialize a broad range of fully human antibody product candidates for itself and its partners. Thirty-one of these therapeutic product candidates derived from Medarex technology are in human clinical testing or have had INDs submitted for such trials, with four of the most advanced product candidates currently in Phase III clinical trials. Medarex is committed to building value by developing a diverse pipeline of antibody products to address the world's unmet healthcare needs. For more information about Medarex, visit its website at www.medarex.com.
Medarex®, the Medarex logo and UltiMAb® are registered trademarks of Medarex, Inc. All rights are reserved.
Tuesday May 9, 6:00 am ET
PRINCETON, N.J., May 9 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) announced today that it is scheduled to present at the Bank of America Health Care Conference 2006 at 3:00 PM Eastern Time on May 16, 2006.
The conference is being held at The Four Seasons Hotel in Las Vegas, NV. Medarex's presentation will be webcast live and will be available for replay through the Webcasts page in the Investor Relations section of the Medarex website via the Internet at www.medarex.com.
Medarex is a biopharmaceutical company focused on the discovery, development and potential commercialization of fully human antibody-based therapeutics to treat life-threatening and debilitating diseases, including cancer, inflammation, autoimmune disorders and infectious diseases. Medarex applies its UltiMAb® technology and product development and clinical manufacturing experience to generate, support and potentially commercialize a broad range of fully human antibody product candidates for itself and its partners. Thirty-one of these therapeutic product candidates derived from Medarex technology are in human clinical testing or have had INDs submitted for such trials, with four of the most advanced product candidates currently in Phase III clinical trials. Medarex is committed to building value by developing a diverse pipeline of antibody products to address the world's unmet healthcare needs. For more information about Medarex, visit its website at www.medarex.com.
Medarex®, the Medarex logo and UltiMAb® are registered trademarks of Medarex, Inc. All rights are reserved.
Press Release Source: Medarex, Inc.
Medarex Announces Exercise of Option to Purchase Additional Shares by Underwriters
Monday May 8, 4:00 pm ET
PRINCETON, N.J., May 8 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) announced today that on May 5, 2006, the underwriters exercised in full their option to purchase 1.5 million shares of common stock associated with Medarex's public stock offering that priced at $11.75 per share, before underwriting discounts and commissions, on April 6, 2006. The exercise of the option to purchase additional shares increases the size of the offering to 11.5 million shares of common stock, resulting in net proceeds to Medarex of approximately $128 million.
Goldman, Sachs & Co. acted as the sole book-running manager for the offering. J.P. Morgan Securities Inc. acted as the joint lead manager of the offering. Janney Montgomery Scott LLC served as a co-manager.
A final prospectus supplement and the related prospectus have been filed with the SEC. Copies of the final prospectus supplement and the related prospectus may be obtained from Goldman, Sachs & Co., Prospectus Department, 85 Broad Street, New York, New York 10004, fax: 212-902-9316 or email at prospectus-ny@ny.email.gs.com.
Medarex Announces Exercise of Option to Purchase Additional Shares by Underwriters
Monday May 8, 4:00 pm ET
PRINCETON, N.J., May 8 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) announced today that on May 5, 2006, the underwriters exercised in full their option to purchase 1.5 million shares of common stock associated with Medarex's public stock offering that priced at $11.75 per share, before underwriting discounts and commissions, on April 6, 2006. The exercise of the option to purchase additional shares increases the size of the offering to 11.5 million shares of common stock, resulting in net proceeds to Medarex of approximately $128 million.
Goldman, Sachs & Co. acted as the sole book-running manager for the offering. J.P. Morgan Securities Inc. acted as the joint lead manager of the offering. Janney Montgomery Scott LLC served as a co-manager.
A final prospectus supplement and the related prospectus have been filed with the SEC. Copies of the final prospectus supplement and the related prospectus may be obtained from Goldman, Sachs & Co., Prospectus Department, 85 Broad Street, New York, New York 10004, fax: 212-902-9316 or email at prospectus-ny@ny.email.gs.com.
Antwort auf Beitrag Nr.: 21.481.063 von Taube75 am 08.05.06 21:34:38"... The research analyst reiterated a $17 price target on the stock and maintained the view that Medarex is "most suitable" for investors with a long-term horizon as he does not expect meaningful data for Ipilimumab program until the middle of 2007."
Das heisst aber auch, dass man einen langen Atem braucht, denn der Analyst erwartet wirkliche Ergebnisse von Ipilimumab erst ab Mitte 2007.
Ob´s dennoch jetzt nur noch langsam aber sicher nach oben geht?
Das heisst aber auch, dass man einen langen Atem braucht, denn der Analyst erwartet wirkliche Ergebnisse von Ipilimumab erst ab Mitte 2007.
Ob´s dennoch jetzt nur noch langsam aber sicher nach oben geht?
Antwort auf Beitrag Nr.: 21.489.768 von mai2000 am 09.05.06 15:10:50ja!
"
Insgesamt weise die Produktpipeline von Medarex 5 Wirkstoffe in Phase III..."
positiver newsflow ist vorprogrammiert!
"
Insgesamt weise die Produktpipeline von Medarex 5 Wirkstoffe in Phase III..."
positiver newsflow ist vorprogrammiert!
Press Release Source: Medarex, Inc.
Wednesday May 10, 5:00 am ET
Oxford Genome Sciences and Medarex Sign Therapeutic Antibody Collaboration Agreement in Cancer
OXFORD, England and PRINCETON, N.J., May 10 /PRNewswire-FirstCall/ -- Oxford Genome Sciences (UK) Ltd "OGeS" and Medarex, Inc. (Nasdaq: MEDX - News) announced today that they have entered into a strategic collaboration to discover and develop new human antibody therapeutics for the treatment of cancers, including colorectal cancer.
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The collaboration combines OGeS' ability to discover novel targets for oncology with Medarex's expertise in the development of fully human antibody therapeutics. The collaboration provides for OGeS and Medarex to discover, develop and commercialize therapeutic antibodies on a 50:50 basis. Other financial terms of the agreement were not disclosed.
During the initial phase of the collaboration, OGeS intends to provide novel colorectal cancer targets, against which Medarex expects to generate fully human monoclonal antibodies using its proprietary UltiMAb Human Antibody Development System®. OGeS plans to utilize its unique Oxford Genome Anatomy Project (OGAP®) database, one of the world's largest human protein databases that integrates genomic, proteomic and clinical information derived from blood and tissue studies for a large number of diseases from 50 different human tissues and representing 60 diseases.
"I am extremely excited about our partnership with Medarex, a leader in the development of human antibody therapeutics. Their expertise in combination with the unique targets from our OGAP database give me great confidence that we can develop new and improved treatment options for patients with colorectal cancer," said Dr. Christian Rohlff, CEO of OGeS.
"We are very happy to have signed this agreement with OGeS and believe that access to the unique high-quality targets from the OGAP database will allow us to quickly identify novel antibody-based targets for cancer. We are impressed with the capabilities of OGeS' technology for identifying disease targets and look forward to applying our human antibody and clinical development expertise for the development of new cancer treatments," said Donald L. Drakeman, President and CEO of Medarex, Inc.
Wednesday May 10, 5:00 am ET
Oxford Genome Sciences and Medarex Sign Therapeutic Antibody Collaboration Agreement in Cancer
OXFORD, England and PRINCETON, N.J., May 10 /PRNewswire-FirstCall/ -- Oxford Genome Sciences (UK) Ltd "OGeS" and Medarex, Inc. (Nasdaq: MEDX - News) announced today that they have entered into a strategic collaboration to discover and develop new human antibody therapeutics for the treatment of cancers, including colorectal cancer.
ADVERTISEMENT
The collaboration combines OGeS' ability to discover novel targets for oncology with Medarex's expertise in the development of fully human antibody therapeutics. The collaboration provides for OGeS and Medarex to discover, develop and commercialize therapeutic antibodies on a 50:50 basis. Other financial terms of the agreement were not disclosed.
During the initial phase of the collaboration, OGeS intends to provide novel colorectal cancer targets, against which Medarex expects to generate fully human monoclonal antibodies using its proprietary UltiMAb Human Antibody Development System®. OGeS plans to utilize its unique Oxford Genome Anatomy Project (OGAP®) database, one of the world's largest human protein databases that integrates genomic, proteomic and clinical information derived from blood and tissue studies for a large number of diseases from 50 different human tissues and representing 60 diseases.
"I am extremely excited about our partnership with Medarex, a leader in the development of human antibody therapeutics. Their expertise in combination with the unique targets from our OGAP database give me great confidence that we can develop new and improved treatment options for patients with colorectal cancer," said Dr. Christian Rohlff, CEO of OGeS.
"We are very happy to have signed this agreement with OGeS and believe that access to the unique high-quality targets from the OGAP database will allow us to quickly identify novel antibody-based targets for cancer. We are impressed with the capabilities of OGeS' technology for identifying disease targets and look forward to applying our human antibody and clinical development expertise for the development of new cancer treatments," said Donald L. Drakeman, President and CEO of Medarex, Inc.
Medarex deutlich unter 9 Euro 
Ist da nicht (immer)noch ein GAP offen, so bei 8,50 - 8,60 ??
Verkauft als es runter ging,
gekauft, als es wieder auf ging.
Und jetzt gehts wieder runter.
Egal was man (ich) macht (mache), ist irgendwie immer verkehrt.
Ist da nicht (immer)noch ein GAP offen, so bei 8,50 - 8,60 ??
Verkauft als es runter ging,
gekauft, als es wieder auf ging.
Und jetzt gehts wieder runter.
Egal was man (ich) macht (mache), ist irgendwie immer verkehrt.
Antwort auf Beitrag Nr.: 21.526.369 von mai2000 am 11.05.06 18:04:19Bei GAP-Schluß wird nachgekauft!
Vielleicht hält (hoffentlich!) auch die Unterstützung durch die GLD-Linie bei ca. USD 11,30!?
Aber falls das GAP tatsächlich geschlossen wird, werde auch ich nachkaufen.
Wenn man das wüsste...
Aber falls das GAP tatsächlich geschlossen wird, werde auch ich nachkaufen.
Wenn man das wüsste...
Antwort auf Beitrag Nr.: 21.537.121 von Meixnel am 12.05.06 13:52:07... oder könnte. - Leider keine Mittel frei.
Aber "Verlass" ist auf medarex eh´ nicht.
Aber "Verlass" ist auf medarex eh´ nicht.
was ist den heute mit medarex los.gibt es neue nachrichten oder was.
Antwort auf Beitrag Nr.: 21.526.369 von mai2000 am 11.05.06 18:04:19..Geduld zahlt sich aus....
Antwort auf Beitrag Nr.: 21.589.878 von schappi64 am 15.05.06 16:16:16Übernahmeangebot für CAT von Astra Zeneca.
Ein Wettbewerber weniger. Ausser Morphosys, vielleicht noch Dyax oder PDLI ist nicht mehr viel unterwegs.....
Ein Wettbewerber weniger. Ausser Morphosys, vielleicht noch Dyax oder PDLI ist nicht mehr viel unterwegs.....
After CAT and Abgenix, is Medarex next?
By Val Brickates Kennedy, MarketWatch
Last Update: 5:39 PM ET May 15, 2006
BOSTON (MarketWatch) -- Now that Cambridge Antibody Technology Group has been snagged by AstraZeneca, and Amgen has gobbled up Abgenix, will rival Medarex be the next takeover target?
Investors appeared to think so on Monday, bidding shares of the Princeton, N.J.-based antibody developer as high as $12.13. Medarex (MEDX
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Cambridge Antibody Technology (CATG
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CATG ) , also known as CAT, Medarex and Abgenix have long been considered a sort of troika in the field of therapeutic monoclonal antibodies development. And with Abgenix, and now apparently CAT, out of the running, analysts see Medarex as the next in line to be scooped up by a major drug company.
Medarex's shares have reflected this. The stock has been on a roll since December, when biotech giant Amgen (AMGN
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Early Monday, AstraZeneca (AZN
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AZN ) said it planned to buy the 80% of CAT that it didn't already own for about $1.3 billion, or $24.98 a share. See full story.
"There are a dwindling number of them, and now just one major one, Medarex," said Janney Montgomery Scott analyst Brian Rye, of the monoclonal antibody developers. Janney served as co-manager of a recent offering for Medarex.
Rye added that although he did not believe Medarex management was actively seeking a deal, they could be willing to sell "if the price were right."
"I wouldn't be surprised if Medarex were next, but it would be a trickier buyout because of so partnerships it has," said Global Crown Capital analyst Kate Winkler, who does not own shares in Medarex, nor does her firm do investment banking. "You'd have to pay more money."
Possible bidders for Medarex would likely be one of their major partners. Analysts point out that AstraZeneca already had about a 20% stake in CAT before it bid. And Amgen said it was buying Abgenix to gain full control over a promising antibody the two were developing, panitumumab, for the treatment of cancer.
"Abgenix had a higher profile drug, panitumumab, but historically Medarex has been the company most chosen by Big Pharma to work with," said Winkler.
Both analysts agreed that Medarex's two biggest development partners, Pfizer (PFE
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BMY ) , would be the most likely contenders for Medarex.
Johnson & Johnson (JNJ
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JNJ ) , which has partnered with Medarex on two Phase III-stage drug candidates, is third possibility.
According to Rye, Pfizer already holds about a 5% stake in Medarex. The two companies currently have an antibody to treat melanoma in Phase III testing and a broad technology agreement in place.
Further fanning speculation is the fact that Pfizer, the world's largest pharmaceutical company, has announced it is interested in making more acquisitions for its pipeline. In addition, last June, Pfizer announced it was forking out $1.9 billion for European biotech group Vicuron, a developer of anti-infective drugs.
"They've demonstrated that price is not an obstacle," said Rye, adding he would expect Medarex to garner a price at least as high as Abgenix's, given the strength of its technology.
A second contender could be Bristol-Myers Squibb, which Rye said has partnered with Medarex on another late-stage drug for melanoma. If that drug makes it to market, Bristol-Myers would have to split profits 55% to 45% with Medarex, a prospect that may prompt the Blue Chip to buy the biotech group.
Rye said Bristol-Myers would likely make such a move Phase III data on the drug is released. That data is expected some time in 2007, he said. End of Story
Val Brickates Kennedy is a reporter for MarketWatch in Boston.
By Val Brickates Kennedy, MarketWatch
Last Update: 5:39 PM ET May 15, 2006
BOSTON (MarketWatch) -- Now that Cambridge Antibody Technology Group has been snagged by AstraZeneca, and Amgen has gobbled up Abgenix, will rival Medarex be the next takeover target?
Investors appeared to think so on Monday, bidding shares of the Princeton, N.J.-based antibody developer as high as $12.13. Medarex (MEDX
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MEDX ) shares finished the day up 6% at $11.64.
Cambridge Antibody Technology (CATG
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CATG ) , also known as CAT, Medarex and Abgenix have long been considered a sort of troika in the field of therapeutic monoclonal antibodies development. And with Abgenix, and now apparently CAT, out of the running, analysts see Medarex as the next in line to be scooped up by a major drug company.
Medarex's shares have reflected this. The stock has been on a roll since December, when biotech giant Amgen (AMGN
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AMGN ) announced it was buying Medarex's leading U.S. competitor, Abgenix, for $2.2 billion in cash, or $22.50 a share. That deal closed last month.
Early Monday, AstraZeneca (AZN
AZN
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AZN ) said it planned to buy the 80% of CAT that it didn't already own for about $1.3 billion, or $24.98 a share. See full story.
"There are a dwindling number of them, and now just one major one, Medarex," said Janney Montgomery Scott analyst Brian Rye, of the monoclonal antibody developers. Janney served as co-manager of a recent offering for Medarex.
Rye added that although he did not believe Medarex management was actively seeking a deal, they could be willing to sell "if the price were right."
"I wouldn't be surprised if Medarex were next, but it would be a trickier buyout because of so partnerships it has," said Global Crown Capital analyst Kate Winkler, who does not own shares in Medarex, nor does her firm do investment banking. "You'd have to pay more money."
Possible bidders for Medarex would likely be one of their major partners. Analysts point out that AstraZeneca already had about a 20% stake in CAT before it bid. And Amgen said it was buying Abgenix to gain full control over a promising antibody the two were developing, panitumumab, for the treatment of cancer.
"Abgenix had a higher profile drug, panitumumab, but historically Medarex has been the company most chosen by Big Pharma to work with," said Winkler.
Both analysts agreed that Medarex's two biggest development partners, Pfizer (PFE
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BMY ) , would be the most likely contenders for Medarex.
Johnson & Johnson (JNJ
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JNJ ) , which has partnered with Medarex on two Phase III-stage drug candidates, is third possibility.
According to Rye, Pfizer already holds about a 5% stake in Medarex. The two companies currently have an antibody to treat melanoma in Phase III testing and a broad technology agreement in place.
Further fanning speculation is the fact that Pfizer, the world's largest pharmaceutical company, has announced it is interested in making more acquisitions for its pipeline. In addition, last June, Pfizer announced it was forking out $1.9 billion for European biotech group Vicuron, a developer of anti-infective drugs.
"They've demonstrated that price is not an obstacle," said Rye, adding he would expect Medarex to garner a price at least as high as Abgenix's, given the strength of its technology.
A second contender could be Bristol-Myers Squibb, which Rye said has partnered with Medarex on another late-stage drug for melanoma. If that drug makes it to market, Bristol-Myers would have to split profits 55% to 45% with Medarex, a prospect that may prompt the Blue Chip to buy the biotech group.
Rye said Bristol-Myers would likely make such a move Phase III data on the drug is released. That data is expected some time in 2007, he said. End of Story
Val Brickates Kennedy is a reporter for MarketWatch in Boston.
Antwort auf Beitrag Nr.: 21.598.875 von amorphis am 16.05.06 02:31:56Amorphis,
die verbleibende Medarex, aber auch die in den letzten Jahren extrem abschlußstarke Morphosys sollten von der CAT-Übernahme profitieren. Die Kurse sind ein Witz für die Unternehmensfortschritte.
Charttechnisch auch ein gutes Niveau. Das alte Gap wurde noch mal getestet und hat gehalten. Ebenso die alten Hochs von Juli bis September wirkten unterstützend. Ich könnte mir zügig einen Anstieg bis 14 vorstellen.
die verbleibende Medarex, aber auch die in den letzten Jahren extrem abschlußstarke Morphosys sollten von der CAT-Übernahme profitieren. Die Kurse sind ein Witz für die Unternehmensfortschritte.
Charttechnisch auch ein gutes Niveau. Das alte Gap wurde noch mal getestet und hat gehalten. Ebenso die alten Hochs von Juli bis September wirkten unterstützend. Ich könnte mir zügig einen Anstieg bis 14 vorstellen.
jepp eck... das könnte ich auch...kann mir ebenso höhere kurse vorstellen...lass den markt mal drehen...
das könnte ich auch...kann mir ebenso höhere kurse vorstellen...lass den markt mal drehen...
Antwort auf Beitrag Nr.: 21.608.487 von amorphis am 16.05.06 17:22:01Ich meinte die 14 auch wirklich zügig, und nicht erst als mittelfristiges Ziel.
Medx hat die Taschen voller cash und eine Reihe von P3-Projekten.
Dazu sind Abgenix und CAT vom Markt. Da muß einfach mehr drin sein.
Bitter wäre doch jetzt ein Übernahmeangebot zu 18 oder so.....
Medx hat die Taschen voller cash und eine Reihe von P3-Projekten.
Dazu sind Abgenix und CAT vom Markt. Da muß einfach mehr drin sein.
Bitter wäre doch jetzt ein Übernahmeangebot zu 18 oder so.....
Antwort auf Beitrag Nr.: 21.608.605 von eck64 am 16.05.06 17:28:19So, auch wieder drin! Bei MOR ebenfalls aufgestockt...
Antwort auf Beitrag Nr.: 21.608.605 von eck64 am 16.05.06 17:28:19ok...so sehe ich das auch...denke nicht das medx unter kursen von 30$ zu haben sein wird...
Antwort auf Beitrag Nr.: 21.609.683 von amorphis am 16.05.06 18:32:46Wundert mich dass der Kurs nicht nach oben schießt...
Antwort auf Beitrag Nr.: 21.611.981 von mountainbiker am 16.05.06 20:51:40mountainbiker...der kurs wird früher oder später schon nach oben schießen...wenn du das anzweifelst...dann frag ich mich...warum du investiert bist?
die pipe von medx ist auf jeden fall als einzigartig zu bezeichnen...und umonst heißt es nicht..." but historically Medarex has been the company most chosen by Big Pharma to work with," said Winkler."
zum einen sollte der kurs in den nächsten wochen und monaten anziehen...und sollte dann eine übernahme mit ins spiel kommen...gibt das nochmal eine deutliche prämie...
die pipe von medx ist auf jeden fall als einzigartig zu bezeichnen...und umonst heißt es nicht..." but historically Medarex has been the company most chosen by Big Pharma to work with," said Winkler."
zum einen sollte der kurs in den nächsten wochen und monaten anziehen...und sollte dann eine übernahme mit ins spiel kommen...gibt das nochmal eine deutliche prämie...
Antwort auf Beitrag Nr.: 21.613.436 von amorphis am 16.05.06 22:11:10war ja gar nicht so gemeint! Wundert mich wirklich, denn nach der Abgenix Übernahme schoß der Kurs ja tatsächlich ordentlich nach oben. Und nun haben wir ja schon die 2. Übernhame eines Mitbewerbers! Naja, so oder so, MOR und MAX sind deutlich unterbewertet - das wird sich schon noch korriegieren...
medx ist wieder nix heute, umfeld ist aber auch nicht gerade schön anzusehen, alle indexe mit minus, das sah heut morgen besser aus, ich befürchte wir werden medx deutlich billiger bekommen als zu dem heutigen kurs.
ich möchte nicht schwarz mahlen, aber auch cvtx ist in einer deutlichen korrektur.
ich steige erst bei kursen um die 7 € wieder ein, befürchte leider, daß wir die noch sehen werden.
bin aber weiterhin von medx überzeugt.
lotto
ich möchte nicht schwarz mahlen, aber auch cvtx ist in einer deutlichen korrektur.
ich steige erst bei kursen um die 7 € wieder ein, befürchte leider, daß wir die noch sehen werden.
bin aber weiterhin von medx überzeugt.
lotto
rt usa: 11,20
man,man,man
lotto
man,man,man
lotto
Antwort auf Beitrag Nr.: 21.625.279 von lottojan10 am 17.05.06 17:33:49lotto..."auch cvtx..."
nicht nur...
ich kann dir bestimmt mehr als 100 werte zeigen die derzeit in einer korrektur sind...und das allein an bios
eigentlich hält sich medx recht respektabel...vgl das ganze mal mit einer pdli...dann weißt' bescheid!
nicht nur...
ich kann dir bestimmt mehr als 100 werte zeigen die derzeit in einer korrektur sind...und das allein an bios
eigentlich hält sich medx recht respektabel...vgl das ganze mal mit einer pdli...dann weißt' bescheid!
Ein ziemliches raffiniertes Timing, einen Tag nach der Hauptversammlung kommt die Meldung, daß Drakeman mal wieder Optionen ausgeübt und 250.000 Aktien gekauft hat. Seine Frau hat fast 300.000 Aktien verkauft.
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=4181…
Aber keine Bange, wer denkt, daß Drakeman nun keine Optionen mehr hat, den kann ich beruhigen.Er hat noch annähernd 3 Mill. Stück :-)
Aus dem Verkauf kann man wohl ableiten, daß in der nächsten Zeit keine besonderen Nachrichten zu erwarten sind.
Und was sagt uns das Verhalten von Mr. Drakeman? Medarex ist für ihn eine herrliche Einnahmequelle. Während die Aktionäre von großen Gewinnen nur träumen können, gibt es für Drakeman und Co. immer wieder viele nette Optionen.
Schöner Selbstbedienungsladen.
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=4181…
Aber keine Bange, wer denkt, daß Drakeman nun keine Optionen mehr hat, den kann ich beruhigen.Er hat noch annähernd 3 Mill. Stück :-)
Aus dem Verkauf kann man wohl ableiten, daß in der nächsten Zeit keine besonderen Nachrichten zu erwarten sind.
Und was sagt uns das Verhalten von Mr. Drakeman? Medarex ist für ihn eine herrliche Einnahmequelle. Während die Aktionäre von großen Gewinnen nur träumen können, gibt es für Drakeman und Co. immer wieder viele nette Optionen.
Schöner Selbstbedienungsladen.
hat jemand noch nachrichten über medarex
Antwort auf Beitrag Nr.: 21.784.724 von schappi64 am 24.05.06 18:41:36
Bald Übernahmeangebot zu 16USD?
Bald Übernahmeangebot zu 16USD?
Antwort auf Beitrag Nr.: 21.784.830 von eck64 am 24.05.06 18:50:24Hallo Eck! Das Gap ist jetzt endlich zu, oder???
Ja. Zu.
Der Selbstbedienungsladen wird jetzt mal näher unter die Lupe genommen. Andere Aktien haben aufgrund ähnlicher Nachrichten um gut 10& verloren. Viellleicht bieten sich ja morgen Kaufkurse.
"Medarex gets informal SEC stock option inquiry
Wed May 24, 2006 5:09 PM ET
NEW YORK, May 24 (Reuters) - Medarex Inc. (MEDX.O: Quote, Profile, Research), a biopharmaceutical company, on Wednesday said the U.S. Securities and Exchange Commission has begun an informal inquiry into its stock option grants and practices.
Earlier Wednesday, CNET Networks Inc. (CNET.O: Quote, Profile, Research), a provider of online technology news and information, disclosed a similar inquiry. Both companies said they intend to cooperate fully.
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Power Integrations gets U.S. subpoena on options
Medarex gets informal SEC stock option inquiry
TABLE-Medarex Q1 loss narrows
Princeton, New Jersey-based Medarex and San Francisco-based CNET are the latest of roughly 20 companies to say in recent days that federal prosecutors or regulators are examining their stock options practices.
Investigators are questioning whether companies are awarding executives backdated options exercisable at lower prices, making the options more valuable
"
"Medarex gets informal SEC stock option inquiry
Wed May 24, 2006 5:09 PM ET
NEW YORK, May 24 (Reuters) - Medarex Inc. (MEDX.O: Quote, Profile, Research), a biopharmaceutical company, on Wednesday said the U.S. Securities and Exchange Commission has begun an informal inquiry into its stock option grants and practices.
Earlier Wednesday, CNET Networks Inc. (CNET.O: Quote, Profile, Research), a provider of online technology news and information, disclosed a similar inquiry. Both companies said they intend to cooperate fully.
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Power Integrations gets U.S. subpoena on options
Medarex gets informal SEC stock option inquiry
TABLE-Medarex Q1 loss narrows
Princeton, New Jersey-based Medarex and San Francisco-based CNET are the latest of roughly 20 companies to say in recent days that federal prosecutors or regulators are examining their stock options practices.
Investigators are questioning whether companies are awarding executives backdated options exercisable at lower prices, making the options more valuable
"
Eigentlich ein idealer Kaufpunkt, wenn nicht idealster
Aber ich habe keine T€uros mehr alles im anderen Einzelgänger aus dem AK Rudel, dem Morphanten.
Aber ich habe keine T€uros mehr
alles im anderen Einzelgänger aus dem AK Rudel, dem Morphanten.
Friseuse,
es müßte doch für Medarex sinnvoll sein, jetzt auf diesem Niveau die MOR zu schlucken, damit stellt man sich noch breiter auf und hat gleichzeitig die beste Technologie auf dem Markt. Sollte doch ein leichtes für MAX sein.
es müßte doch für Medarex sinnvoll sein, jetzt auf diesem Niveau die MOR zu schlucken, damit stellt man sich noch breiter auf und hat gleichzeitig die beste Technologie auf dem Markt. Sollte doch ein leichtes für MAX sein.
Hi Flow Solver,
Medarex ist Biotech aus Venture Capital-Zeiten der letzten Dekade. Die begreifen Börse als Instrument zur persönlichen Bereicherung und Technologie&Medikamentenentwicklung ist allenfalls Underlying, jedoch nicht wirklich primäres Ziel. Daher toben die US Boards. Mit der Kapitalerhöhung hat Medarex die Aktie für Optionen zerlegen wollen und das ist gelungen. Mit den SEC Ermittlungen haben sie nicht gerechnet.
Für konstruktive M&A ist Medarex zu blöd, Drakeman fühlt sich ausfinanziert gut und schiebt Kurse nach Gusto. Übernahmen werden weiter durch Big Pharma kommen.
Oder auch doch
Medarex ist Biotech aus Venture Capital-Zeiten der letzten Dekade. Die begreifen Börse als Instrument zur persönlichen Bereicherung und Technologie&Medikamentenentwicklung ist allenfalls Underlying, jedoch nicht wirklich primäres Ziel. Daher toben die US Boards. Mit der Kapitalerhöhung hat Medarex die Aktie für Optionen zerlegen wollen und das ist gelungen. Mit den SEC Ermittlungen haben sie nicht gerechnet.
Für konstruktive M&A ist Medarex zu blöd, Drakeman fühlt sich ausfinanziert gut und schiebt Kurse nach Gusto. Übernahmen werden weiter durch Big Pharma kommen.
Oder auch doch
Bin heute seit längerer Zeit mal wieder bei Medarex eingestiegen!!
Im Nachhinein wird einem klar, warum MEDX quasi nie bei guten oder sehr guten Kursen gestiegen, sondern eigentlich immer nur gefallen ist. Die Börse hat absolut kein Vertrauen in den Drakeman Clan. Allein die Sache mit dem Genmab Spin-off war damals wohl ein Schlag ins Gesicht der Aktionäre. Man hat zwar noch eine Beteiligung in Höhe von 20%, aber das größte Übel ist, daß man nicht einmal Royalties an allen Produkten erhält. Aber vermutlich wollte er seiner Frau damals einen Gefallen tun.... . Und nicht seinen Aktionären. Es ist ja eigentlich ein Treppenwitz der Geschichte, daß Genmab mittlerweile mehr wert ist als MEDX selber.
Na mal gucken wie es weitergeht.
Na mal gucken wie es weitergeht.
was ist denn nur heute los ,das sie so viel abgeben.gibt es einen grund oder wer weiss was.
Antwort auf Beitrag Nr.: 21.877.939 von schappi64 am 30.05.06 19:08:15Hm? Kaufen oder nicht?
Antwort auf Beitrag Nr.: 21.878.868 von mountainbiker am 30.05.06 20:23:33Gekauft! Hoffe der GAP-Schluss hält...
Antwort auf Beitrag Nr.: 21.879.061 von mountainbiker am 30.05.06 20:37:56hmmm, hab mir auch ein paar stückerl ins depot gelegt
hoffe war nicht zu bald
hoffe war nicht zu bald
Drakeman Clan!!!!
vor einigen Wochen hab ich schon gesagt die blicken es nicht,
dann wurde ich nur blöd angemacht!!!
und jetzt? Solange die im Boot sitzen sinkt Med. immer weiter.
mfg
vor einigen Wochen hab ich schon gesagt die blicken es nicht,
dann wurde ich nur blöd angemacht!!!
und jetzt? Solange die im Boot sitzen sinkt Med. immer weiter.
mfg
boden erst bei 5 € oder was sagt ct dazu ??????
gut, daß ich nicht drin bin im moment, denke aber, daß diese kurs lächerlich sind.
lotto
Antwort auf Beitrag Nr.: 21.892.309 von MFG11 am 31.05.06 16:50:13Der SEC und einigen Aktionären hat Drakeman einen zu genauen Blick
Antwort auf Beitrag Nr.: 21.894.379 von Friseuse am 31.05.06 19:05:52bigchart gibt shortquote mit 7,75% an.
Ob das höher als üblich ist bei medx, weiß ich auch nicht.
Ob das höher als üblich ist bei medx, weiß ich auch nicht.
Antwort auf Beitrag Nr.: 21.894.516 von eck64 am 31.05.06 19:14:36Mann oh Mann, so gut gestartet heute - un dann das
Antwort auf Beitrag Nr.: 21.911.329 von mountainbiker am 01.06.06 19:35:38Heute kommt die aber nochmals richtig unter die Räder!!
Antwort auf Beitrag Nr.: 21.958.408 von liasis am 05.06.06 20:34:14Der sekundäre Uptrend ist schon hin.
Optionsspielereien + Kapitalerhöhungen ist eine üble Gemengenlage.
Da nützt nicht mal das Abgenix und CAT weggekauft wurden und damit Medarx besser im Markt dastehen sollte, am Ende gar als Übernahmeziel.....
Optionsspielereien + Kapitalerhöhungen ist eine üble Gemengenlage.
Da nützt nicht mal das Abgenix und CAT weggekauft wurden und damit Medarx besser im Markt dastehen sollte, am Ende gar als Übernahmeziel.....
Antwort auf Beitrag Nr.: 21.959.395 von eck64 am 05.06.06 21:24:05Wo wolln die denn jetzt noch hin?...
Antwort auf Beitrag Nr.: 21.959.574 von mountainbiker am 05.06.06 21:34:41Such dir selbst was raus:
Medx hat nicht mal die letzte Marktzwischenerholung mitgemacht.....
Medx hat nicht mal die letzte Marktzwischenerholung mitgemacht.....
Bereits Anfang März hatte ein Beratergremium der FDA eine Wiederzulassung von Tsyabri einstimmig empfohlen. Die US-Gesundheitsbehörde kündigte jedoch Mitte März an, ihre Untersuchung des Medikaments um bis zu 90 Tage verlängern. Nach Unternehmensangaben soll das Medikament nun im Juli wieder erhältlich sein. Laut Analystenaussagen vom März hängt die Zukunft des schuldenbeladenen irischen Pharmakonzerns Elan von der Entscheidung der FDA ab.
Nach Angaben der FDA soll Tysabri allerdings künftig nur bei Multiple-Sklerose-Patienten angewendet werden, bei denen andere Therapien fehlgeschlagen sind. Zudem sollte Tysabri nicht in Kombination mit anderen Medikamenten genommen werden, die das Immunsystem beeinflussen.
-Von Jennifer Corbett Dooren, Dow Jones Newswires, +49 (0)69 - 29725 111, unternehmen.de@dowjones.com DJG/DJN/abe
http://de.biz.yahoo.com/05062006/341/fda-gremium-wiederzulas…
So what
Nach Angaben der FDA soll Tysabri allerdings künftig nur bei Multiple-Sklerose-Patienten angewendet werden, bei denen andere Therapien fehlgeschlagen sind. Zudem sollte Tysabri nicht in Kombination mit anderen Medikamenten genommen werden, die das Immunsystem beeinflussen.
-Von Jennifer Corbett Dooren, Dow Jones Newswires, +49 (0)69 - 29725 111, unternehmen.de@dowjones.com DJG/DJN/abe
http://de.biz.yahoo.com/05062006/341/fda-gremium-wiederzulas…
So what
Hallo zusammen,
kann es sein, dass Bristol-Myers Squibb angeblich die Gewinne für das Präperat, welches sich gerade in Phase III befindet, im Verhältnis 55 zu 45 teilen muss? Ich weiß zwar nicht, wie hoch die Umsatzerwartungen sind, aber unter diesen Umständen würde sich doch schon eine Übernahme lohnen. Die Technologie UltiMab ist doch ähnlich wie die von Abgenix, oder? In der zweiten Jahreshälfte werden zudem erste Daten aus der Phase III zu Ipilimumab erwartet. Auch hier bleibt es spannend, aber anscheinend sitzen die Kursbremsen neben dem Markt in den eigenen Reihen.
kann es sein, dass Bristol-Myers Squibb angeblich die Gewinne für das Präperat, welches sich gerade in Phase III befindet, im Verhältnis 55 zu 45 teilen muss? Ich weiß zwar nicht, wie hoch die Umsatzerwartungen sind, aber unter diesen Umständen würde sich doch schon eine Übernahme lohnen. Die Technologie UltiMab ist doch ähnlich wie die von Abgenix, oder? In der zweiten Jahreshälfte werden zudem erste Daten aus der Phase III zu Ipilimumab erwartet. Auch hier bleibt es spannend, aber anscheinend sitzen die Kursbremsen neben dem Markt in den eigenen Reihen.
Antwort auf Beitrag Nr.: 21.974.089 von Havanna13 am 06.06.06 20:47:14Langsam wirds wirklich mal Zeit für ne ordentliche Gegenreaktion. Aber im Endeffekt wird der Kurs sowieso von Ipilimumab und Übernahmespekulationen bestimmt werden...
In der Tat erhält Medarex 45% und Bristol Myers 55%. Was die Umsatzerwartungen angeht, so hat Pfizer meine ich vor einiger Zeit mal gesagt, daß das Marktpotential für Anti-ctla-4 Antikörper bei 7 Milliarden Dollar liegt, wobei ich mir aber nicht ganz sicher bin, ob man "7" sagte oder nur 4 oder 3.
Die Technologie von Medarex und Abgenix sind im Prinzip identisch.
Und was die Ergebnisse der Phase 3 angeht, so sind diese frühestens für Ende des Jahres zu erwarten.
Die Technologie von Medarex und Abgenix sind im Prinzip identisch.
Und was die Ergebnisse der Phase 3 angeht, so sind diese frühestens für Ende des Jahres zu erwarten.
Der Kurs wird immer bedenklicher, ob hier die Optionsgeschichten zu einer Korrektur der Bilanzen von MAX führen könnte?
Antwort auf Beitrag Nr.: 22.113.567 von flow_solver am 14.06.06 18:49:53[URL
]http://www.tradesignal.com/content.asp?p=wpa/tsb/default.asp&fcid=1560911[/URL]
[URLChart öffnen]http://www.tradesignal.com/content.asp?p=wpa/tsb/default.asp&fcid=1560911[/URL]
Deutlich über 40% runter seit Januar. Total kritisch alles.
Aber falls Drakeman wirklich die Optionsgewährungstermine nachgedreht hat zum persönlichen Vorteil, dann hilft eine Korrektur eher der Bilanz. Oder nicht?
[URLChart öffnen]http://www.tradesignal.com/content.asp?p=wpa/tsb/default.asp&fcid=1560911[/URL]
Deutlich über 40% runter seit Januar.
Total kritisch alles.Aber falls Drakeman wirklich die Optionsgewährungstermine nachgedreht hat zum persönlichen Vorteil, dann hilft eine Korrektur eher der Bilanz.
Oder nicht?
Scheint so, dass Sie jetzt auf die 8 fällt. Krasser Markt im Moment.
Haltet die Diebe!
Medarex gets grand jury subpoena for stock options
June 15, 2006 15:57:29 (ET)
LOS ANGELES, June 15 (Reuters) - Medarex Inc. (MEDX,Trade), a biopharmaceutical company, said on Thursday it has received a grand jury subpoena from the U.S. Attorney's Office, district of New Jersey, requesting information about its stock option grants and practices.
The company also said two shareholder lawsuits have been filed charging the company with breach of fiduciary duty associated with the options grant practices.
© Copyright 2001 - 2006 Reuters.
xxxxxxxxxxxxxxxxxxxxxxxxxxx
Und das alles für die nachträgliche Optionsbasisoptimierung.
Medarex gets grand jury subpoena for stock options
June 15, 2006 15:57:29 (ET)
LOS ANGELES, June 15 (Reuters) - Medarex Inc. (MEDX,Trade), a biopharmaceutical company, said on Thursday it has received a grand jury subpoena from the U.S. Attorney's Office, district of New Jersey, requesting information about its stock option grants and practices.
The company also said two shareholder lawsuits have been filed charging the company with breach of fiduciary duty associated with the options grant practices.
© Copyright 2001 - 2006 Reuters.
xxxxxxxxxxxxxxxxxxxxxxxxxxx
Und das alles für die nachträgliche Optionsbasisoptimierung.
Hi eck64! Könntest Du bitte diese Mitteilung mommentieren! Danke
Könntest Du bitte diese Mitteilung mommentieren! Danke
Antwort auf Beitrag Nr.: 22.148.395 von Sinne am 16.06.06 14:01:48Was willst du für einen Kommentar?
Vor einigen Wochen hieß es, die SEC leitet eine Untersuchung der Vorfälle ein, jetzt wird ein Verfahren eröffnet.
Hätte ja auch nach einer Voruntersuchung eingestellt werden können.
Finanziell wird die Auswirkung für Medx nicht groß sein, ein paar cent hin oder her bei den Optionen optimiert. Groß ist der Schaden, das die in der Führungsebene sich um solche Sachen kümmern, anstatt das sie die Firma operativ voranbringen und so die Werte der Optionen optimieren.
Vor einigen Wochen hieß es, die SEC leitet eine Untersuchung der Vorfälle ein, jetzt wird ein Verfahren eröffnet.
Hätte ja auch nach einer Voruntersuchung eingestellt werden können.
Finanziell wird die Auswirkung für Medx nicht groß sein, ein paar cent hin oder her bei den Optionen optimiert. Groß ist der Schaden, das die in der Führungsebene sich um solche Sachen kümmern, anstatt das sie die Firma operativ voranbringen und so die Werte der Optionen optimieren.
Antwort auf Beitrag Nr.: 22.148.647 von eck64 am 16.06.06 14:15:25"Groß ist der Schaden, das die in der Führungsebene sich um solche Sachen kümmern, anstatt das sie die Firma operativ voranbringen und so die Werte der Optionen optimieren."
eck...ganz sauber ist das ganze nicht...aber...ich denke mal mehr als die hälfte der us unternehmen machts nicht anders als medx...
eingepreist sollte das ganze mitlerweile sein...bleibt zu hoffen das bald wieder auf anderer ebene geglänzt wird!
eck...ganz sauber ist das ganze nicht...aber...ich denke mal mehr als die hälfte der us unternehmen machts nicht anders als medx...
eingepreist sollte das ganze mitlerweile sein...bleibt zu hoffen das bald wieder auf anderer ebene geglänzt wird!
Ob angemessen oder nicht:
Weg mit Volumen.
Über 9% minus heute
Weg mit Volumen.
Über 9% minus heute
Hätte jedenfalls nicht gedacht, dass man hier nochmals so günstig reinkommt. Vielen Dank Mr. Drakeman!!
ich hab bei 10,80 alle die ich hatte raus gehauen, stellt sich jetzt als richtig raus.
würde aber zu gerne wieder rein, weil ich dicke verluste mit medx gefahren habe, mein mittel war bei 25 €, könnt euch ja vorstellen wie ärgerlich das ist.
wenn wir unter 7 gehen na dann gut nacht.
lotto
würde aber zu gerne wieder rein, weil ich dicke verluste mit medx gefahren habe, mein mittel war bei 25 €, könnt euch ja vorstellen wie ärgerlich das ist.
wenn wir unter 7 gehen na dann gut nacht.
lotto
Der nächste Versuch einen Umkehrpunkt zu setzen
Wird es wieder nichts
Wer weiß
Wird es wieder nichts
Wer weiß
Antwort auf Beitrag Nr.: 22.157.141 von lottojan10 am 17.06.06 00:01:30So meine Freunde wen das auch keine gute nachricht ist dan wieß ich auch nicht mehr???????????
Medarex, zum des Krebs-Droge-Versuches anzufangen
Montag Juni 19, 9:08 morgens UND
Medarex prüft eine Droge auf Krebs in einem klinischen Versuch, der durch die FDA genehmigt wird
PRINCETON, New Jersey (AP) -- Biotechnologiefirma Medarex Inc., die Antikörpertherapien für Krebs und andere Krankheiten entwickelt, am Montag sagte, daß die Nahrungsmittel- und Drogeleitung einen klinischen Versuch für seine Droge genehmigt hat, die helfen konnte, cancerous Tumoren zu unterdrücken.
Die Droge, Ipilimumab, das alias MDX-010 ist, ist ein völlig menschlicher Antikörper. Der Versuch wird erwartet, um kurz anzufangen und wird 500 Patienten mit vorher unbehandeltem metastic Melanomen verwenden.
Die Droge wird im Verbindung mit Chemotherapie benutzt. Patienten empfangen die Droge im Verbindung mit dacarbazine, oder dauern Sie dacarbazine alleine einmal alle drei Wochen für bis vier Dosen.
Medarex, zum des Krebs-Droge-Versuches anzufangen
Montag Juni 19, 9:08 morgens UND
Medarex prüft eine Droge auf Krebs in einem klinischen Versuch, der durch die FDA genehmigt wird
PRINCETON, New Jersey (AP) -- Biotechnologiefirma Medarex Inc., die Antikörpertherapien für Krebs und andere Krankheiten entwickelt, am Montag sagte, daß die Nahrungsmittel- und Drogeleitung einen klinischen Versuch für seine Droge genehmigt hat, die helfen konnte, cancerous Tumoren zu unterdrücken.
Die Droge, Ipilimumab, das alias MDX-010 ist, ist ein völlig menschlicher Antikörper. Der Versuch wird erwartet, um kurz anzufangen und wird 500 Patienten mit vorher unbehandeltem metastic Melanomen verwenden.
Die Droge wird im Verbindung mit Chemotherapie benutzt. Patienten empfangen die Droge im Verbindung mit dacarbazine, oder dauern Sie dacarbazine alleine einmal alle drei Wochen für bis vier Dosen.
Antwort auf Beitrag Nr.: 22.171.228 von bayhan am 19.06.06 15:40:15Was bedeutet die Meldung für MEDX nun konkret? Wer kann das von euch beurteilen? So richtig einschlagen tut die Meldung ja nicht gerade...
Antwort auf Beitrag Nr.: 22.175.859 von mountainbiker am 19.06.06 21:14:50Das ist die dritte Phase3 für MDX010. Das sich Medarex mit der FDA geeinigt hat und die eine entsprechende Genehmigung erteilt hat ist normaler Lauf der Dinge. Das haut nichts um, erfolgreicher Abschluß einer P3 wäre eine andere Geschichte.
Die Kurslinie in dieser Aktie wird davon nicht beeindruckt. Da gehts bei den Chartgläubigen um den Downtrend. Dann mags noch um die Optionen gehen. An der Kooperationsfront gammelt Medarex, Break Even wird erst bei einem Produkt am Markt visibel.
Fundamental hängt alles an einer Zulassung später. Also bewertet sich die Pipelinechance gegen Cashburn. Zentrales Ereignis dürfte die Erstzulassung von MDX010 werden, die jetzt angegangene P3 dient später der Marktdurchdringung.
Oder
ist normaler Lauf der Dinge. Das haut nichts um, erfolgreicher Abschluß einer P3 wäre eine andere Geschichte.Die Kurslinie in dieser Aktie wird davon nicht beeindruckt. Da gehts bei den Chartgläubigen um den Downtrend. Dann mags noch um die Optionen gehen. An der Kooperationsfront gammelt Medarex, Break Even wird erst bei einem Produkt am Markt visibel.
Fundamental hängt alles an einer Zulassung später. Also bewertet sich die Pipelinechance gegen Cashburn. Zentrales Ereignis dürfte die Erstzulassung von MDX010 werden, die jetzt angegangene P3 dient später der Marktdurchdringung.
Oder
Medarex Announces Special Protocol Assessment Agreement With the FDA to Initiate Registrational Trial for Ipilimumab (MDX-010) Combination With Chemotherapy in First-Line Metastatic Melanoma Patients
PRINCETON, N.J., June 19, 2006 /PRNewswire-FirstCall/ -- Medarex, Inc. today announced the receipt of a Special Protocol Assessment (SPA) letter from the U.S. Food and Drug Administration (FDA) for the initiation of a registrational clinical trial of ipilimumab (also known as MDX-010) used in combination with chemotherapy in previously untreated (first-line) metastatic melanoma patients. The SPA agreement with the FDA concerns the suitability of the trial design to support regulatory approval.
The randomized, double-blind, two-arm registrational clinical trial is expected to commence shortly. The trial is expected to enroll approximately 500 patients with previously untreated Stage III or Stage IV metastatic melanoma. Patients will receive ipilimumab (10 mg/kg) in combination with dacarbazine, or dacarbazine alone once every three weeks for up to four doses. Subsequently, eligible patients who have not experienced disease progression at week 24 will continue in a maintenance phase where a single dose of ipilimumab will be administered once every 12 weeks until disease progression. The study is designed to assess progression-free survival as the primary endpoint. Secondary endpoints include overall survival, progression-free survival rate at week 12, best overall objective response rate and duration of responses, and disease control rate (complete and partial responses plus stable disease).
"We believe that the combination of ipilimumab and chemotherapy may provide a potentially important treatment for metastatic melanoma, an area where new therapies are urgently needed," said Donald L. Drakeman, President and CEO of Medarex.
For study enrollment information, in the United States and Canada contact 1-866-892-1BMS Ext. 342 or go to www.clinicaltrials.gov. Outside of the United States and Canada, call 1-941-906-4711 Ext. 342.
About ipilimumab
Ipilimumab (also known as MDX-010) is a fully human antibody against human CTLA-4, a molecule on T cells that is believed to be responsible for suppressing the immune response. Medarex and Bristol-Myers Squibb are investigating the potential of ipilimumab to enable the immune systems of cancer patients to help suppress or eradicate the tumor. In addition to the first-line dacarbazine combination registrational study, ipilimumab is currently under investigation in two registrational trials as second-line therapy for metastatic melanoma under two separate Special Protocol Assessment (SPA) agreements with the U.S. Food and Drug Administration (FDA). One is a recently initiated monotherapy study that is expected to be completed this year, and the other is in combination with MDX-1379 (a melanoma peptide vaccine). Ipilimumab is also being evaluated in multiple Phase II clinical trials to investigate the product's potential activity in other tumor types, as well as in combination studies with chemotherapy, immunotherapy and vaccines. Further information regarding Medarex's ipilimumab program can be found in Medarex's public disclosure filings with the U.S. Securities and Exchange Commission (SEC).
About Medarex
Medarex is a biopharmaceutical company focused on the discovery, development and potential commercialization of fully human antibody-based therapeutics to treat life-threatening and debilitating diseases, including cancer, inflammation, autoimmune disorders and infectious diseases. Medarex applies its UltiMAb(R) technology and product development and clinical manufacturing experience to generate, support and potentially commercialize a broad range of fully human antibody product candidates for itself and its partners. Thirty-two of these therapeutic product candidates derived from Medarex technology are in human clinical testing or have had INDs submitted for such trials, with five of the most advanced product candidates currently in Phase III clinical trials. Medarex is committed to building value by developing a diverse pipeline of antibody products to address the world's unmet healthcare needs. For more information about Medarex, visit its website at www.medarex.com.
PRINCETON, N.J., June 19, 2006 /PRNewswire-FirstCall/ -- Medarex, Inc. today announced the receipt of a Special Protocol Assessment (SPA) letter from the U.S. Food and Drug Administration (FDA) for the initiation of a registrational clinical trial of ipilimumab (also known as MDX-010) used in combination with chemotherapy in previously untreated (first-line) metastatic melanoma patients. The SPA agreement with the FDA concerns the suitability of the trial design to support regulatory approval.
The randomized, double-blind, two-arm registrational clinical trial is expected to commence shortly. The trial is expected to enroll approximately 500 patients with previously untreated Stage III or Stage IV metastatic melanoma. Patients will receive ipilimumab (10 mg/kg) in combination with dacarbazine, or dacarbazine alone once every three weeks for up to four doses. Subsequently, eligible patients who have not experienced disease progression at week 24 will continue in a maintenance phase where a single dose of ipilimumab will be administered once every 12 weeks until disease progression. The study is designed to assess progression-free survival as the primary endpoint. Secondary endpoints include overall survival, progression-free survival rate at week 12, best overall objective response rate and duration of responses, and disease control rate (complete and partial responses plus stable disease).
"We believe that the combination of ipilimumab and chemotherapy may provide a potentially important treatment for metastatic melanoma, an area where new therapies are urgently needed," said Donald L. Drakeman, President and CEO of Medarex.
For study enrollment information, in the United States and Canada contact 1-866-892-1BMS Ext. 342 or go to www.clinicaltrials.gov. Outside of the United States and Canada, call 1-941-906-4711 Ext. 342.
About ipilimumab
Ipilimumab (also known as MDX-010) is a fully human antibody against human CTLA-4, a molecule on T cells that is believed to be responsible for suppressing the immune response. Medarex and Bristol-Myers Squibb are investigating the potential of ipilimumab to enable the immune systems of cancer patients to help suppress or eradicate the tumor. In addition to the first-line dacarbazine combination registrational study, ipilimumab is currently under investigation in two registrational trials as second-line therapy for metastatic melanoma under two separate Special Protocol Assessment (SPA) agreements with the U.S. Food and Drug Administration (FDA). One is a recently initiated monotherapy study that is expected to be completed this year, and the other is in combination with MDX-1379 (a melanoma peptide vaccine). Ipilimumab is also being evaluated in multiple Phase II clinical trials to investigate the product's potential activity in other tumor types, as well as in combination studies with chemotherapy, immunotherapy and vaccines. Further information regarding Medarex's ipilimumab program can be found in Medarex's public disclosure filings with the U.S. Securities and Exchange Commission (SEC).
About Medarex
Medarex is a biopharmaceutical company focused on the discovery, development and potential commercialization of fully human antibody-based therapeutics to treat life-threatening and debilitating diseases, including cancer, inflammation, autoimmune disorders and infectious diseases. Medarex applies its UltiMAb(R) technology and product development and clinical manufacturing experience to generate, support and potentially commercialize a broad range of fully human antibody product candidates for itself and its partners. Thirty-two of these therapeutic product candidates derived from Medarex technology are in human clinical testing or have had INDs submitted for such trials, with five of the most advanced product candidates currently in Phase III clinical trials. Medarex is committed to building value by developing a diverse pipeline of antibody products to address the world's unmet healthcare needs. For more information about Medarex, visit its website at www.medarex.com.
Antwort auf Beitrag Nr.: 22.209.724 von [KERN]Codex am 21.06.06 17:51:52Ja Gruzefix, steigt des scheiß-Ding denn nie???
Press Release Source: Medarex, Inc.; Celera Genomics
Celera Genomics and Medarex Establish Therapeutic Antibody Collaboration in Cancer
Thursday June 22, 7:00 am ET
Collaboration Combines Celera's Protein Discoveries with Medarex's Expertise in Developing Fully Human Antibody Therapeutics
ROCKVILLE, Md. and PRINCETON, N.J., June 22 /PRNewswire-FirstCall/ -- Celera Genomics (NYSE: CRA - News), an Applera Corporation business, and Medarex, Inc. (Nasdaq: MEDX - News) today announced the formation of a strategic collaboration to discover and develop fully human antibodies for the potential treatment of multiple cancer indications. The collaboration will encompass the development of therapeutic antibodies against proteins identified by Celera's proteomic research discovery efforts as being over-expressed on the surface of tumor cells and subsequently validated through additional research at Celera. The collaboration combines Celera's ability to discover and validate novel targets for oncology with Medarex's expertise in the development of fully human antibody therapeutics.
Under the collaboration, Celera and Medarex plan to jointly select targets from Celera's portfolio of novel cancer targets. Medarex expects to generate fully human monoclonal antibodies against these targets using its proprietary UltiMAb Human Antibody Development System®, and the two companies expect to jointly carry out initial validation studies. The two companies plan to alternate the selection of antigen-antibody research programs to further develop and commercialize the antibodies independently. The selecting party will have full development and commercialization rights to products arising from its selected research programs, and the other party will be entitled to receive milestone payments if milestones are achieved and royalties on commercial sales of any such products. The selecting company may develop antibodies generated under this collaboration internally or through external partners. Other financial terms of the agreement were not disclosed.
"We are pleased with this new collaboration with Medarex as it combines the strength of our novel target discovery and validation with their expertise as a leader in developing human antibody therapeutics," said Kathy Ordonez, President of Celera. "Our proteomics discovery platform continues to demonstrate value in identification of oncology targets for Celera and our partners, and this new relationship with Medarex allows us additional flexibility in advancing our broad pipeline of validated targets for additional future value."
"We are pleased with this opportunity to work with Celera and to pair targets discovered by their proprietary technology with our UltiMAb technology. This collaboration provides us with an opportunity to further expand our base of potential new oncology therapeutics," said Donald L. Drakeman, President and CEO of Medarex.
Celera Genomics and Medarex Establish Therapeutic Antibody Collaboration in Cancer
Thursday June 22, 7:00 am ET
Collaboration Combines Celera's Protein Discoveries with Medarex's Expertise in Developing Fully Human Antibody Therapeutics
ROCKVILLE, Md. and PRINCETON, N.J., June 22 /PRNewswire-FirstCall/ -- Celera Genomics (NYSE: CRA - News), an Applera Corporation business, and Medarex, Inc. (Nasdaq: MEDX - News) today announced the formation of a strategic collaboration to discover and develop fully human antibodies for the potential treatment of multiple cancer indications. The collaboration will encompass the development of therapeutic antibodies against proteins identified by Celera's proteomic research discovery efforts as being over-expressed on the surface of tumor cells and subsequently validated through additional research at Celera. The collaboration combines Celera's ability to discover and validate novel targets for oncology with Medarex's expertise in the development of fully human antibody therapeutics.
Under the collaboration, Celera and Medarex plan to jointly select targets from Celera's portfolio of novel cancer targets. Medarex expects to generate fully human monoclonal antibodies against these targets using its proprietary UltiMAb Human Antibody Development System®, and the two companies expect to jointly carry out initial validation studies. The two companies plan to alternate the selection of antigen-antibody research programs to further develop and commercialize the antibodies independently. The selecting party will have full development and commercialization rights to products arising from its selected research programs, and the other party will be entitled to receive milestone payments if milestones are achieved and royalties on commercial sales of any such products. The selecting company may develop antibodies generated under this collaboration internally or through external partners. Other financial terms of the agreement were not disclosed.
"We are pleased with this new collaboration with Medarex as it combines the strength of our novel target discovery and validation with their expertise as a leader in developing human antibody therapeutics," said Kathy Ordonez, President of Celera. "Our proteomics discovery platform continues to demonstrate value in identification of oncology targets for Celera and our partners, and this new relationship with Medarex allows us additional flexibility in advancing our broad pipeline of validated targets for additional future value."
"We are pleased with this opportunity to work with Celera and to pair targets discovered by their proprietary technology with our UltiMAb technology. This collaboration provides us with an opportunity to further expand our base of potential new oncology therapeutics," said Donald L. Drakeman, President and CEO of Medarex.
Antwort auf Beitrag Nr.: 22.223.349 von amorphis am 22.06.06 13:18:00Die bieten sich für lau an oder wie
oder wie
Antwort auf Beitrag Nr.: 22.223.482 von Friseuse am 22.06.06 13:22:28warum für lau?das würde bedeuten...das medx nichts von dieser kooperation hat...solange medx dadurch mehrwert schaffen kann...und dann letztendlich vielleicht ein neues medikament an den markt bringen kann...dann ist es doch ok wenn ein paar milestones an den partner gehen...
kann mir nur schwer vorstellen...das medx für lau und ohne nutzen was derartiges eingeht...?!
kann mir nur schwer vorstellen...das medx für lau und ohne nutzen was derartiges eingeht...?!
Antwort auf Beitrag Nr.: 22.223.660 von amorphis am 22.06.06 13:28:21Das bezog sich auf die vorklinische Phase. Ditj meint in Ecks Thread, Celera hat in der Folge des Human Genom Projekts Gott und die Welt patentiert, sitzt daher an einem langen Hebel.
Das gibt dann schon Upsidepotential auf 10 Jahre mit Tantiemen, nur bis dahin erhöht es den Cashburn oder mindert den Gewinn. Hat vielleicht auch was mit der Kooperationsschwäche von Medarex zu tun, Big Pharma sucht den Weg zu Morphosys und Medarex muß Phase3 Kandidaten zum Verkauf bieten.
Ist von mir ins Blaue, darf verbessert werden
Das gibt dann schon Upsidepotential auf 10 Jahre mit Tantiemen, nur bis dahin erhöht es den Cashburn oder mindert den Gewinn. Hat vielleicht auch was mit der Kooperationsschwäche von Medarex zu tun, Big Pharma sucht den Weg zu Morphosys und Medarex muß Phase3 Kandidaten zum Verkauf bieten.
Ist von mir ins Blaue, darf verbessert werden
Antwort auf Beitrag Nr.: 22.227.624 von Friseuse am 22.06.06 16:18:53kooperationsschwäche????hab jetzt keine zeit dafür...aber ich habs hier schonmal gemacht...einfach mal die möglichen milestones, welche bei erfolg von big pharma winken, addieren... du wirst auf einen $-betrag kommen...der mehr wert sein sollte als die ganze firma z.z.!
ob celera jetzt an einem langen hebel sitzt oder nicht...wird sicher nicht den weiteren weg von medx maßgeblich beeinflussen!was hat celera denn noch zu bieten....hab mich lange nicht beschäftigt mit dem unternehmen...aber...ausser einer riesen cashburnrate war da nicht viel (und den patenten!)...
bin mir eigentlich sicher...das die momentane medx-schwäche nicht medx "hausgemacht" ist...sondern aus der allgemeinen schwachen vorstellung an den weltweiten märkten resultiert!
du wirst auf einen $-betrag kommen...der mehr wert sein sollte als die ganze firma z.z.!ob celera jetzt an einem langen hebel sitzt oder nicht...wird sicher nicht den weiteren weg von medx maßgeblich beeinflussen!was hat celera denn noch zu bieten....hab mich lange nicht beschäftigt mit dem unternehmen...aber...ausser einer riesen cashburnrate war da nicht viel (und den patenten!)...
bin mir eigentlich sicher...das die momentane medx-schwäche nicht medx "hausgemacht" ist...sondern aus der allgemeinen schwachen vorstellung an den weltweiten märkten resultiert!
Antwort auf Beitrag Nr.: 22.232.175 von amorphis am 22.06.06 20:12:58Aus Pipeline und Cash kann sich hier Bewertung ziehen, dabei ist insbesondere MDX-010 für Kurspotential gut. 2008 sollte es zum Break Even reichen. Für Kurse ist bei Aktien voller Chartgläubiger ein Downtrendbruch wichtig, dann glaube ich schon an zügige 16$
Die Kooperation mit Celera sehe ich als Marschgemeinschaft zweier Fußkranker. Celera hat zu besetzende Forschungsfelder und Medarex mangelt es an Forschungswilligen. Die Technologie von Medarex scheint im Markt nicht verkaufsfähig zu sein und dann gibts Tauschhandel, da geht nur noch was über entwickelte Endprodukte.
Nach Vorbild Abgenix-Amgen und CAT-AstraZeneca öffnet sich die Perspektive einer Übernahme durch BMS. Eine gemeinsame MDX010 Produkteinführung zu augenblicklichen Medarexkursen ist ausgeschlossen. BMS wartet auf klare Erfolgssignale und macht dann den Sack schmerzlos zu, Medarex wird nicht eigenständig überleben.
Meine Meinung
Die Kooperation mit Celera sehe ich als Marschgemeinschaft zweier Fußkranker. Celera hat zu besetzende Forschungsfelder und Medarex mangelt es an Forschungswilligen. Die Technologie von Medarex scheint im Markt nicht verkaufsfähig zu sein und dann gibts Tauschhandel, da geht nur noch was über entwickelte Endprodukte.
Nach Vorbild Abgenix-Amgen und CAT-AstraZeneca öffnet sich die Perspektive einer Übernahme durch BMS. Eine gemeinsame MDX010 Produkteinführung zu augenblicklichen Medarexkursen ist ausgeschlossen. BMS wartet auf klare Erfolgssignale und macht dann den Sack schmerzlos zu, Medarex wird nicht eigenständig überleben.
Meine Meinung
Hallo,
hier die Chart von Abgenix
[img=http://img63.imageshack.us/img63/4351/abgx1jahr0yb.th.g…
wie könnte die MEDX Chart aussehn im Falle positiver Forschung und damit Übernahme von MEDX??
hier die Chart von Abgenix
[img=http://img63.imageshack.us/img63/4351/abgx1jahr0yb.th.g…
wie könnte die MEDX Chart aussehn im Falle positiver Forschung und damit Übernahme von MEDX??
hm .. wie bekomme ich das Bild da rein??
hier also die Chart, Frage siehe oben, sorry....
Ich denke bei Medx, das mit jedem Tag an dem der Kurs fällt, die Chancen auf eine Übernahme steigen.
Antwort auf Beitrag Nr.: 22.258.864 von Cerec am 24.06.06 17:18:41Hallo alle,
alle spekulativen Bios außer meine alte Amgen gehen mir seit Jahren auf den Keks.
TOP oder FLOP. Sie bleiben trotzdem im Depot.
Schließlich sind es Aktien der 10 größten Biotechunternehmen.
Scheiß Bios. Sorry.
BG
auris
alle spekulativen Bios außer meine alte Amgen gehen mir seit Jahren auf den Keks.
TOP oder FLOP. Sie bleiben trotzdem im Depot.
Schließlich sind es Aktien der 10 größten Biotechunternehmen.
Scheiß Bios. Sorry.
BG
auris
Für jeden der auf Medarex und Fußball steht:
http://www.siliconinvestor.com/subject.aspx?subjectid=4286
Medarex-Investoren diskutieren nebenbei die WM-Spiele und hoffen das Deutschland rausfliegt, damit sie Klinsmann als Trainer für die US_Boys 2010 kriegen!
http://www.siliconinvestor.com/subject.aspx?subjectid=4286
Medarex-Investoren diskutieren nebenbei die WM-Spiele und hoffen das Deutschland rausfliegt, damit sie Klinsmann als Trainer für die US_Boys 2010 kriegen!
Medarex mit neuer Zuzahlungskooperation http://www.medarex.com/cgi-local/item.pl/20060626-875958
Das war übrigens die letzte MOR-Meldung in der FAAZ.net:
Biotechnologie
Teure Morphosys-Aktie profitiert von erheblich erhöhter Prognose
08. Dezember 2005
An einem trüben Tag, der vorbörslich fast nur Verlierer gesehen hat, glänzt die Aktie von Morphosys vor Eröffnung des regulären Handels mit einem Kurssprung: Beim Wertpapierhandelshaus Lang & Schwarz ist der Titel um 6,8 Prozent höher gestellt worden als beim Xetra-Schluß von 35,61 Euro am Mittwoch. Im frühen Xetra-Handel steigt die Notiz um 5,2 Prozent auf 37,40 Euro.
Der Grund: Das Biotechunternehmen hat seine Kooperation mit dem Chemie- und Pharmakonzern Bayer verlängert und seine Prognosen für das zu Ende gehende Jahr erheblich angehoben.
Diese Gemengelage dürfte der Aktie, sich in den vergangenen Monaten zumeist schwächer als der TecDax entwickelt hat und auf Jahressicht unter Wasser liegt, neue Kraft geben, das im Februar markierte Jahreshoch wieder anzupeilen. Der Titel ist zwar weiter hoch bewertet. Aber durch die neue Prognose sinkt das Kurs-Gewinn-Verhältnis (KGV) deutlich. Und nicht vergessen werden darf, daß Morphosys im Gegensatz zu anderen Biotechs im TecDax profitabel ist.
Gewinnsprung in den ersten neun Monaten
.....
Antikörper-Partnerschaft mit Bayer bis 2010 verlängert
.....
KGV für dieses Jahr sinkt von 75 auf 61
xxxxxxxxxxxxxxxxxxxxxxxxxx
Also nur um die Verhältnisse zurechtzurücken:
Bei 6,6 mio Gewinn 2006 und Kurs 60 am Jahresende ist das KGV genau bei 60!
Also: Wer drauf steht und das Wachstum und Tantiemepotential ignorieren will, für den wird MOR immer teuer bleiben.
Biotechnologie
Teure Morphosys-Aktie profitiert von erheblich erhöhter Prognose
08. Dezember 2005
An einem trüben Tag, der vorbörslich fast nur Verlierer gesehen hat, glänzt die Aktie von Morphosys vor Eröffnung des regulären Handels mit einem Kurssprung: Beim Wertpapierhandelshaus Lang & Schwarz ist der Titel um 6,8 Prozent höher gestellt worden als beim Xetra-Schluß von 35,61 Euro am Mittwoch. Im frühen Xetra-Handel steigt die Notiz um 5,2 Prozent auf 37,40 Euro.
Der Grund: Das Biotechunternehmen hat seine Kooperation mit dem Chemie- und Pharmakonzern Bayer verlängert und seine Prognosen für das zu Ende gehende Jahr erheblich angehoben.
Diese Gemengelage dürfte der Aktie, sich in den vergangenen Monaten zumeist schwächer als der TecDax entwickelt hat und auf Jahressicht unter Wasser liegt, neue Kraft geben, das im Februar markierte Jahreshoch wieder anzupeilen. Der Titel ist zwar weiter hoch bewertet. Aber durch die neue Prognose sinkt das Kurs-Gewinn-Verhältnis (KGV) deutlich. Und nicht vergessen werden darf, daß Morphosys im Gegensatz zu anderen Biotechs im TecDax profitabel ist.
Gewinnsprung in den ersten neun Monaten
.....
Antikörper-Partnerschaft mit Bayer bis 2010 verlängert
.....
KGV für dieses Jahr sinkt von 75 auf 61
xxxxxxxxxxxxxxxxxxxxxxxxxx
Also nur um die Verhältnisse zurechtzurücken:
Bei 6,6 mio Gewinn 2006 und Kurs 60 am Jahresende ist das KGV genau bei 60!
Also: Wer drauf steht und das Wachstum und Tantiemepotential ignorieren will, für den wird MOR immer teuer bleiben.
sorra, flascher Thread.
jetzt unter 7 € man wo soll das blos hin ????
lotto
lotto
Da wartet die ganze Biotechtraderwelt auf eindeutige Uptrendsignale. Ein erstes Produkt am Markt ist gefragt, als Forschungspartner hat Medarex verloren mit strategischer Aussage.
Werden sehen
Hallo,
keine Panik. Bei = EUro iat RUH:
LAch.
Ich kann die speku. Bios bald nicht mehr sehen.
BG
auris
keine Panik. Bei = EUro iat RUH:
LAch.
Ich kann die speku. Bios bald nicht mehr sehen.
BG
auris
Was schnell steigen kann, daß kann auch schnell fallen.
Meine konservativen Aktien sind echt RUHEKISSEN.
auris
Meine konservativen Aktien sind echt RUHEKISSEN.
auris
[URL
]http://www.tradesignal.com/content.asp?p=wpa/tsb/default.asp&fcid=1588733[/URL]
[URLChart öffnen]http://www.tradesignal.com/content.asp?p=wpa/tsb/default.asp&fcid=1588733[/URL]
Wann kommt die Übernahme? Und durch wen?
122 mio AKtien gibts.
Macht eine MK von nur noch 1,1 mrd USD. Und das bei 4 oder 5 aussichtsreichen P3-Medikamenten und unterhalb noch eine Menge anderes.....
Oder gibts hier keine Übernahmefantasie mehr, weil Kartellbehörden das untersagen würden bzw. könnten, weil der Markt an freien AK-Entwicklern schon so extrem ausgedünnt ist? Bliebe ja ausser MOR nichts relevantes mehr übrig....
Wer kennt sich auch mit Kartellrecht?
[URLChart öffnen]http://www.tradesignal.com/content.asp?p=wpa/tsb/default.asp&fcid=1588733[/URL]
Wann kommt die Übernahme? Und durch wen?
122 mio AKtien gibts.
Macht eine MK von nur noch 1,1 mrd USD. Und das bei 4 oder 5 aussichtsreichen P3-Medikamenten und unterhalb noch eine Menge anderes.....
Oder gibts hier keine Übernahmefantasie mehr, weil Kartellbehörden das untersagen würden bzw. könnten, weil der Markt an freien AK-Entwicklern schon so extrem ausgedünnt ist? Bliebe ja ausser MOR nichts relevantes mehr übrig....
Wer kennt sich auch mit Kartellrecht?
Immerhin nicht auf Jahrestief, wie viele Biotecs.....
Mal ne Nachfrage:
Bei Bigcharts-Detailed quotes steht:
Short Interest: 9,892,719 (8.10%)
Ist das viel oder normal?
Antwort auf Beitrag Nr.: 22.701.489 von eck64 am 18.07.06 16:30:49sollte normal sein....
MEDX - Medarex, Inc. - Common Stock
Month
Short
Interest Percent
Change Average Daily
Share Volume Days to
Cover
June 2006 9,892,719 4.44 1,243,105 7.96
May 2006 9,471,996 (5.81) 1,195,765 7.92
April 2006 10,056,713 4.42 1,376,590 7.31
March 2006 9,631,027 17.09 1,208,101 7.97
February 2006 8,225,589 (6.25) 1,179,261 6.98
January 2006 8,773,606 14.25 2,126,984 4.12
December 2005 7,679,130 (5.36) 1,059,114 7.25
November 2005 8,114,323 (6.30) 705,953 11.49
October 2005 8,659,701 10.03 842,910 10.27
September 2005 7,870,292 (1.96) 668,652 11.77
August 2005 8,027,450 (3.95) 971,899 8.26
July 2005 8,357,691 9.16 1,204,648 6.94
MEDX - Medarex, Inc. - Common Stock
Month
Short
Interest Percent
Change Average Daily
Share Volume Days to
Cover
June 2006 9,892,719 4.44 1,243,105 7.96
May 2006 9,471,996 (5.81) 1,195,765 7.92
April 2006 10,056,713 4.42 1,376,590 7.31
March 2006 9,631,027 17.09 1,208,101 7.97
February 2006 8,225,589 (6.25) 1,179,261 6.98
January 2006 8,773,606 14.25 2,126,984 4.12
December 2005 7,679,130 (5.36) 1,059,114 7.25
November 2005 8,114,323 (6.30) 705,953 11.49
October 2005 8,659,701 10.03 842,910 10.27
September 2005 7,870,292 (1.96) 668,652 11.77
August 2005 8,027,450 (3.95) 971,899 8.26
July 2005 8,357,691 9.16 1,204,648 6.94
Antwort auf Beitrag Nr.: 22.702.969 von amorphis am 18.07.06 17:24:04Interessante Tabelle.
Im Januar warend die shorts nur 4%, dann fiel es runter.
Wo kriegt man die Tabelle her?
Im Januar warend die shorts nur 4%, dann fiel es runter.
Wo kriegt man die Tabelle her?
Nächster Kletterversuch
Antwort auf Beitrag Nr.: 22.703.627 von eck64 am 18.07.06 17:45:12sorry...hatte deine frage nicht gesehen
nimm diesen link hier...
http://www.nasdaqtrader.com/asp/short_interest_resp.asp?symb…
nimm diesen link hier...
http://www.nasdaqtrader.com/asp/short_interest_resp.asp?symb…
Pfizer lays out $17bn war chest
By Christopher Bowe in New York
Donnerstag Jul 20 2006 17:35
Pfizer (NYSE: PFE) , the world's largest drugmaker, on Thursday detailed plans to spend $17bn in 30 months on acquisitions, using its financial muscle to buy products and companies to help boost growth. The group also aimed to reassure investors, saying its size and financial flexibility would help it overcome challenges.
Pfizer faces patent expiries on a series of big drugs, new generic competition, market pricing pressures, and questions that its sheer scale could keep it from posting consistently high profit growth. Its share price has flirted with eight-year lows.
The company said it was seeking smaller acquisitions, primarily new drug candidates or technology, and was not seeking a big merger because it felt its global reach and infrastructure was sufficient.
By Christopher Bowe in New York
Donnerstag Jul 20 2006 17:35
Pfizer (NYSE: PFE) , the world's largest drugmaker, on Thursday detailed plans to spend $17bn in 30 months on acquisitions, using its financial muscle to buy products and companies to help boost growth. The group also aimed to reassure investors, saying its size and financial flexibility would help it overcome challenges.
Pfizer faces patent expiries on a series of big drugs, new generic competition, market pricing pressures, and questions that its sheer scale could keep it from posting consistently high profit growth. Its share price has flirted with eight-year lows.
The company said it was seeking smaller acquisitions, primarily new drug candidates or technology, and was not seeking a big merger because it felt its global reach and infrastructure was sufficient.
Moin,
fällt und fällt...
egal.
Habe nochmals kräftig ins fallende Messer gegriffen und meine ohnehin schon große Position nochmal glatt verdoppelt.
Sieht verdammt nach Bodenbildung aus und ein paar News sind auch überfällig (schon einen Monat nichts mehr gehört). Das Pfizer Milliardenbeträge in Übernahmen stecken will, sollte doch zumindest die Phantasie beflügeln (obwohl eine Übernahme, sei´s auch zu 15$ mich nicht wirklich zufrieden machen würde).
Auch saisonal liegen die Tiefstkurse oft im Sommer (gerade bei den Bios) und steigen dann ab Herbst wieder. Wenn ic mich ein paar mal am Strand umgedreht habe, ist schon August...
Kommt sich schon!
Gruß q.
fällt und fällt...
egal.
Habe nochmals kräftig ins fallende Messer gegriffen und meine ohnehin schon große Position nochmal glatt verdoppelt.
Sieht verdammt nach Bodenbildung aus und ein paar News sind auch überfällig (schon einen Monat nichts mehr gehört). Das Pfizer Milliardenbeträge in Übernahmen stecken will, sollte doch zumindest die Phantasie beflügeln (obwohl eine Übernahme, sei´s auch zu 15$ mich nicht wirklich zufrieden machen würde).
Auch saisonal liegen die Tiefstkurse oft im Sommer (gerade bei den Bios) und steigen dann ab Herbst wieder. Wenn ic mich ein paar mal am Strand umgedreht habe, ist schon August...
Kommt sich schon!
Gruß q.
Hängt alles an MDX 010
Antwort auf Beitrag Nr.: 22.848.932 von Friseuse am 21.07.06 21:17:33Soso, bin heut wieder eingestiegen. Langsam sollts doch mal wieder aufwärts gehen... Übernahmegerüchte wären natürlch perfekt! Bin diesmal ziemlich zuversichtlich nen super Einstiegskurs erwischt zu haben... Auf ne schöne nächste Woche! Gute Nacht!
Antwort auf Beitrag Nr.: 22.854.912 von mountainbiker am 21.07.06 23:29:58denke auch die 7 € ist der boden, werde montag erste position aufbauen.
grüße
lotto
grüße
lotto
Jetzt treibt doch den Esel auf die Berge
Kann Drakeman eigentlich durch irgendwen gegangen werden?
Habe das Gefühl, das alleine sein Abgang 50% bringen könnte, auch ohne Übernahme.....
Habe das Gefühl, das alleine sein Abgang 50% bringen könnte, auch ohne Übernahme.....
Antwort auf Beitrag Nr.: 23.251.333 von eck64 am 31.07.06 10:01:42Die Mohikaner dichten sich Inhalte nach ihren Trends und falls das Gerät einen anderen Trend hat rückt Blockbusterfanta vor und Drakeman ist ein Held.
Was ist schon Realität wo es doch Kurse gibt
rückt Blockbusterfanta vor und Drakeman ist ein Held.Was ist schon Realität
wo es doch Kurse gibt
Antwort auf Beitrag Nr.: 22.854.912 von mountainbiker am 21.07.06 23:29:58Na, so gut war der Einstieg wohl doch nicht. Fällt heute ja heftig!
Antwort auf Beitrag Nr.: 23.251.600 von Friseuse am 31.07.06 10:27:43Könntest auch chinesich schreiben une es würde keinen Unterschied zu den wirren postings machen!
Antwort auf Beitrag Nr.: 23.258.263 von Isabartels am 31.07.06 18:37:57Dir die komplexen Zusammenhänge
Owei. Gehts wirds bitter!!!
Owei. Gehts wirds bitter!!!
Antwort auf Beitrag Nr.: 23.267.143 von amorphis am 01.08.06 13:46:58Graben wie MOR wohl auch in Japan rum:O
Wo ist eigentlich Mistkater???
Alles verzockt??
Alles verzockt??
Kommt der Dreh?
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1630359[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1630359[/URL]
Ganz pünktlich?
[URL
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1630359[/URL]
Ganz pünktlich?
Antwort auf Beitrag Nr.: 23.308.510 von eck64 am 03.08.06 23:57:16eck...denke medx hat den dreh nun wirklich!
Seltsam, die Taxen der Commerzbank Optionsscheine gehen deutlich runtern, ob das Vorboten für das Backdating (siehe Apple) sind, die den Kurs wieder nach unten ziehen.
Antwort auf Beitrag Nr.: 23.315.784 von flow_solver am 04.08.06 12:48:12Mann, Mann Medarex! Wie lang soll das denn noch so gehen???
6,60 €
kann doch wohl nicht wahr sein, weiß jemand was ???
lotto
kann doch wohl nicht wahr sein, weiß jemand was ???
lotto
Das ist schon der Glaube an ein eingepacktes MDX 010
Das muß nicht stimmen
Das muß nicht stimmen
Antwort auf Beitrag Nr.: 23.387.629 von lottojan10 am 10.08.06 16:56:50Da hättest Du mal zu 6,6 kaufen sollen!
Antwort auf Beitrag Nr.: 23.389.323 von Isabartels am 10.08.06 18:52:35hast du du pappnase ?
grüße
lotto
grüße
lotto
Tradingrange 9-10 die nächsten Monate?
Antwort auf Beitrag Nr.: 23.394.670 von flow_solver am 11.08.06 08:54:52Kann die Aktie nicht einfach mal wieder steigen? So ein Rumgeeiere! Geht mir auf die Nerven...
Frustig lässt sich kein Esel treiben
Antwort auf Beitrag Nr.: 23.501.809 von Friseuse am 18.08.06 19:43:25Da soll mal kein Frust aufkommen! Nachbörslich schon wieder fett im Minus wegen diesen blöden Aktienoptionsprogrammen. Wahrscheinlich wird MEDX noch aus der NASDAQ geschmissen!
Wie relevant sind denn diese Meldungen? Mein Englisch und meine Kenntisse auf diesem Gebiet sind eher gering...
Wie relevant sind denn diese Meldungen? Mein Englisch und meine Kenntisse auf diesem Gebiet sind eher gering...
Antwort auf Beitrag Nr.: 23.509.815 von mountainbiker am 19.08.06 19:06:42Du hast doch überall Kursprobleme, ich jedenfalls. Das Erklärungsmuster mit Optionsprogramm etc. macht die Sache mMn zu einfach.
Normal wären für eine solche Klatsche echte fundamentale Probleme, die sehe ich nicht. Dagegen ist eine dem Trend folgende Anlegerschaft klar.
Die Ansprüche an Aktien haben sich global verschärft. Irgendwer klemmt sich mehr als vorher und aus welchen Gründen immer
Mir fehlt langsam der Text
Normal wären für eine solche Klatsche echte fundamentale Probleme, die sehe ich nicht. Dagegen ist eine dem Trend folgende Anlegerschaft klar.
Die Ansprüche an Aktien haben sich global verschärft. Irgendwer klemmt sich mehr als vorher und aus welchen Gründen immer
Mir fehlt langsam der Text
Also auf deutsch gibt es da eine eindeutige Bezeichnung die da heisst "Bilanzfälschung". Und das wurde über die kompletten Geschäftsjahre 2000-2005 betrieben um den Wert von Medarex aufzublähen. Da weiss man eigentlich auch wie es operativ bei denen aussieht. Die ganzen Berichtigungen sind eigentlich noch gar nicht absehbar, aber die Kosten auch für zukünftige Quartale werden wohl wortwörtlich signifikant sein.
Selbst wenn Medx nicht wegen der nicht eingereichten Quartalszahlen aus der Nasdaq fliegt, dann besteht doch eine sehr hohe Wahrscheinlichkeit dass man wegen der Bilanzfälschungen rausfliegt.
Hie nochmal der Originaltext:
18.08.2006 22:13
Medarex Announces Expected Restatement of Previously Issued Financial Statements; Receives Nasdaq Notice Regarding Delayed Filing of Form 10-Q
PRINCETON, N.J., Aug. 18 /PRNewswire-FirstCall/ -- Medarex, (Nachrichten/Aktienkurs) Inc. today announced that it expects to restate certain of its previously issued financial statements. As previously disclosed, in May 2006, the Board of Directors of Medarex initiated an investigation of Medarex's historical stock option grant practices and appointed one of its outside directors to oversee the investigation. The outside director is being assisted by outside legal counsel that had not previously been involved with Medarex's stock option plans and forensic accountants. The initial investigation has focused on processes used to establish the option exercise price and obtain required approvals of stock option grants and the related measurement dates used for financial reporting purposes. The outside director is also reviewing certain other practices relating to Medarex's equity incentive awards. The outside director has not completed the work or reached final conclusions and is continuing the investigation. During the course of the investigation, however, the outside director has reached the preliminary conclusion that, pursuant to the requirements of Accounting Principles Board Opinion No. 25, "Accounting for Stock Issued to Employees" (APB 25), the correct measurement dates for certain stock option grants made by the company during the period 1997 to 2001 differ from the measurement dates previously used to account for such option grants. Based on the preliminary conclusion of the outside director, Medarex's management and the Audit Committee of Medarex's Board of Directors have determined that non-cash stock-based compensation expense should have been recorded with respect to those stock option grants and recognized over the vesting period of the options, and that the amount of such additional non-cash expense is expected to be material for the fiscal years ended December 31, 2000 and 2001. In addition, Medarex's management and the Audit Committee have also determined that non-cash stock- based compensation expense should have been recorded in the fiscal years ended December 31, 2002, 2003, 2004 and 2005, although the amount of such non-cash stock-based compensation expense is not expected to be material to operating results for any of these years.
Accordingly, Medarex's management and the Audit Committee, in consultation with the outside director overseeing the investigation, have determined, based on their preliminary analysis, that Medarex will restate its annual and interim financial statements for the periods from 2000 through 2005 and for the quarter ended March 31, 2006. Accordingly, on August 16, 2006, the Audit Committee determined that Medarex's annual and interim financial statements and any related reports of its independent registered public accounting firm for the periods from 2000 through 2005 and for the quarter ended March 31, 2006, as well as all earnings and press releases issued by Medarex relating to its financial statements for these periods, should no longer be relied upon. The Audit Committee has discussed the matters disclosed in this filing with Ernst&Young LLP, Medarex's independent registered public accounting firm.
Because the investigation is still ongoing, there can be no assurance that Medarex's historical financial statements for other prior periods will not be restated, or that additional stock-based non-cash compensation expense will not materially affect future periods. Medarex also expects that expenses arising from the investigation, the restatement and related activities, which will be recorded in the periods incurred, will be significant.
Medarex has not yet determined the tax consequences that may result from these matters or whether tax consequences will give rise to monetary liabilities which may have to be satisfied in any future period.
Medarex also announced that it will request a hearing before the Nasdaq Listing Qualification Panel in response to the receipt of a Nasdaq Staff Determination letter on August 14, 2006, notifying Medarex that it was not in compliance with Nasdaq Marketplace Rule 4310(c)(14) because Medarex had not timely filed its Quarterly Report on Form 10-Q for the period ended June 30, 2006. As anticipated, the letter was issued in accordance with Nasdaq procedures when filing of Medarex's Form 10-Q was delayed. Pending a decision by the Nasdaq Listing Qualification Panel, Medarex's common stock will remain listed on The Nasdaq Global Market. However, there can be no assurance that the Nasdaq Listing Qualification Panel will grant Medarex's request for continued listing.
Because the investigation of Medarex's historical stock option practices is still ongoing, Medarex was not able to file its Quarterly Report on Form 10-Q on the prescribed filing date and will be unable to file its Form 10-Q until the investigation is complete. Medarex intends to file its Form 10-Q as soon as practicable after completion of the investigation.
18.08.2006 22:13 Medarex Announces Expected Restatement of Previously Issued Financial Statements; Receives Nasdaq Notice Regarding Delayed Filing of Form 10-Q
PRINCETON, N.J., Aug. 18 /PRNewswire-FirstCall/ -- Medarex, (Nachrichten/Aktienkurs) Inc. today announced that it expects to restate certain of its previously issued financial statements. As previously disclosed, in May 2006, the Board of Directors of Medarex initiated an investigation of Medarex's historical stock option grant practices and appointed one of its outside directors to oversee the investigation. The outside director is being assisted by outside legal counsel that had not previously been involved with Medarex's stock option plans and forensic accountants. The initial investigation has focused on processes used to establish the option exercise price and obtain required approvals of stock option grants and the related measurement dates used for financial reporting purposes. The outside director is also reviewing certain other practices relating to Medarex's equity incentive awards. The outside director has not completed the work or reached final conclusions and is continuing the investigation. During the course of the investigation, however, the outside director has reached the preliminary conclusion that, pursuant to the requirements of Accounting Principles Board Opinion No. 25, "Accounting for Stock Issued to Employees" (APB 25), the correct measurement dates for certain stock option grants made by the company during the period 1997 to 2001 differ from the measurement dates previously used to account for such option grants. Based on the preliminary conclusion of the outside director, Medarex's management and the Audit Committee of Medarex's Board of Directors have determined that non-cash stock-based compensation expense should have been recorded with respect to those stock option grants and recognized over the vesting period of the options, and that the amount of such additional non-cash expense is expected to be material for the fiscal years ended December 31, 2000 and 2001. In addition, Medarex's management and the Audit Committee have also determined that non-cash stock- based compensation expense should have been recorded in the fiscal years ended December 31, 2002, 2003, 2004 and 2005, although the amount of such non-cash stock-based compensation expense is not expected to be material to operating results for any of these years.
Accordingly, Medarex's management and the Audit Committee, in consultation with the outside director overseeing the investigation, have determined, based on their preliminary analysis, that Medarex will restate its annual and interim financial statements for the periods from 2000 through 2005 and for the quarter ended March 31, 2006. Accordingly, on August 16, 2006, the Audit Committee determined that Medarex's annual and interim financial statements and any related reports of its independent registered public accounting firm for the periods from 2000 through 2005 and for the quarter ended March 31, 2006, as well as all earnings and press releases issued by Medarex relating to its financial statements for these periods, should no longer be relied upon. The Audit Committee has discussed the matters disclosed in this filing with Ernst&Young LLP, Medarex's independent registered public accounting firm.
Because the investigation is still ongoing, there can be no assurance that Medarex's historical financial statements for other prior periods will not be restated, or that additional stock-based non-cash compensation expense will not materially affect future periods. Medarex also expects that expenses arising from the investigation, the restatement and related activities, which will be recorded in the periods incurred, will be significant.
Medarex has not yet determined the tax consequences that may result from these matters or whether tax consequences will give rise to monetary liabilities which may have to be satisfied in any future period.
Medarex also announced that it will request a hearing before the Nasdaq Listing Qualification Panel in response to the receipt of a Nasdaq Staff Determination letter on August 14, 2006, notifying Medarex that it was not in compliance with Nasdaq Marketplace Rule 4310(c)(14) because Medarex had not timely filed its Quarterly Report on Form 10-Q for the period ended June 30, 2006. As anticipated, the letter was issued in accordance with Nasdaq procedures when filing of Medarex's Form 10-Q was delayed. Pending a decision by the Nasdaq Listing Qualification Panel, Medarex's common stock will remain listed on The Nasdaq Global Market. However, there can be no assurance that the Nasdaq Listing Qualification Panel will grant Medarex's request for continued listing.
Because the investigation of Medarex's historical stock option practices is still ongoing, Medarex was not able to file its Quarterly Report on Form 10-Q on the prescribed filing date and will be unable to file its Form 10-Q until the investigation is complete. Medarex intends to file its Form 10-Q as soon as practicable after completion of the investigation.
Antwort auf Beitrag Nr.: 23.510.504 von Cerec am 19.08.06 19:33:38Was heißt denn das ganze nun auf "Gut Deutsch" - und das so sachlich wie möglich, bitte. Soweit ich das grob überblicke, sind da Aktienoptionsprogramme falsch verbucht worden, so dass nun die Bilanzen nachgebessert werden müssen. Desweiteren wurde MEDX von der NASDAQ verwarnt, weil sie die Quartalszahlen nicht fristgerecht veröffentlicht haben.
Hört sich alles schlimm an, aber ist es wirklich so tragisch? Das mit den Optionsprogrammen ist ja schon länger bekannt.
Aber wie gesagt - ich versteh das ganze nur laienhaft...
Hört sich alles schlimm an, aber ist es wirklich so tragisch? Das mit den Optionsprogrammen ist ja schon länger bekannt.
Aber wie gesagt - ich versteh das ganze nur laienhaft...
Antwort auf Beitrag Nr.: 23.511.055 von mountainbiker am 19.08.06 19:48:29Also, so ne Bombennachricht war das dann wohl gestern Abend doch nicht, war ja eigentlich schon vorauszusehen:...
Medarex Delays 2Q Report, Cites Probe Of Option Practices
Thursday August 10th, 2006 / 14h25
WASHINGTON -(Dow Jones)- Medarex Inc. (MEDX) disclosed Thursday it is delaying the filing of its quarterly report for the second quarter ended June 30 because of an ongoing investigation into its historical stock-option practices and related accounting treatment.
In a notice of late filing with the Securities and Exchange Commission, the company said it will be unable to prepare and file its quarterly report until the investigation is complete, but plans to file the report "as soon as practicable" after the probe.
In June, the Princeton, N.J.-based pharmaceutical company said it received a grand jury subpoena requesting information and documentation related to its past stock-option grants and practices.
As a result, the company's board appointed one of its outside directors to oversee an internal investigation.
The outside director is being assisted by outside legal counsel that hadn't previously been involved with Medarex's stock-option plans and forensic accountants, the filing said.
The company said the director hasn't yet completed the work or reached final conclusions and is continuing with the investigation.
-By Chad Clinton, Dow Jones Newswires; 202-862-1349; chad.clinton@dowjones.com
Medarex Delays 2Q Report, Cites Probe Of Option Practices
Thursday August 10th, 2006 / 14h25
WASHINGTON -(Dow Jones)- Medarex Inc. (MEDX) disclosed Thursday it is delaying the filing of its quarterly report for the second quarter ended June 30 because of an ongoing investigation into its historical stock-option practices and related accounting treatment.
In a notice of late filing with the Securities and Exchange Commission, the company said it will be unable to prepare and file its quarterly report until the investigation is complete, but plans to file the report "as soon as practicable" after the probe.
In June, the Princeton, N.J.-based pharmaceutical company said it received a grand jury subpoena requesting information and documentation related to its past stock-option grants and practices.
As a result, the company's board appointed one of its outside directors to oversee an internal investigation.
The outside director is being assisted by outside legal counsel that hadn't previously been involved with Medarex's stock-option plans and forensic accountants, the filing said.
The company said the director hasn't yet completed the work or reached final conclusions and is continuing with the investigation.
-By Chad Clinton, Dow Jones Newswires; 202-862-1349; chad.clinton@dowjones.com
Antwort auf Beitrag Nr.: 23.513.568 von mountainbiker am 19.08.06 21:05:37Am Montag gehts über die 10$ Marke und dann ist der Weg frei.
Tja, das geht geht erstmal Richtung Süden und dann mal weiter schauen. Sollen nicht Ende 2006 wieder Resultatet wegen MDX 10 kommen? Die Aktie bringt mich nochmal um den Verstand. Noch eine Frage: Weiss eigentlich einer, wie Sicher es ist, dass Sie aus der Nasdaq ausgeschlossen werden? Wo würden Sie dann gelistet werden OTC? Vielen Dank für die Antwort
@Prom,
wie kommst du darauf, dass sie steigen werden? Ohne News wird der Kurs erstmal in seinen alten Abwärtstrend verfallen, ich würde sogar in den nächsten Wochen Kurse unter 7 Dollar erwarten, wenn Medx nicht schnell seine Zahlen auf den Tisch bringt und das Delisting droht.
wie kommst du darauf, dass sie steigen werden? Ohne News wird der Kurs erstmal in seinen alten Abwärtstrend verfallen, ich würde sogar in den nächsten Wochen Kurse unter 7 Dollar erwarten, wenn Medx nicht schnell seine Zahlen auf den Tisch bringt und das Delisting droht.
Antwort auf Beitrag Nr.: 23.527.469 von flow_solver am 20.08.06 17:48:43Schau dir mal den Chart an, es sollte aufwärts gehen.
Antwort auf Beitrag Nr.: 23.527.277 von Taube75 am 20.08.06 17:27:02ja denke auch, dass die dann OTC gehen WÜRDEN.
ich hab heute meine paar ESELN über l+s verscherbelt; denke es kommt kurzfristig druck auf, und bin dann bald wieder drinne.
obwohl, es könnten leicht noch mehrere leichen im keller liegen. dieser drakeman ist ein schlitzohr, ich sag's euch...
ich hab heute meine paar ESELN über l+s verscherbelt; denke es kommt kurzfristig druck auf, und bin dann bald wieder drinne.
obwohl, es könnten leicht noch mehrere leichen im keller liegen. dieser drakeman ist ein schlitzohr, ich sag's euch...
Antwort auf Beitrag Nr.: 23.532.371 von PathFinder2 am 20.08.06 22:51:42Wieviel hast du denn dafür bekommen? das müssten doch mindesten 5% Miese zum Schlusskurs sein???
Denke es ist schwer vorherzusehen, wie der Kurs reagieren wird. Natürlich ist die Chance nach unten größer, aber manchmal reagieren die Aktienkurse auch paradox! Und wer weiß, vielleicht ist das auch endlich der Anfang vom Ende von Drakeman. In den US Boards wird ja nur noch über ihn hergezogen und lautstark der Rücktritt gefordert!
Das wärs natürlich...
Denke es ist schwer vorherzusehen, wie der Kurs reagieren wird. Natürlich ist die Chance nach unten größer, aber manchmal reagieren die Aktienkurse auch paradox! Und wer weiß, vielleicht ist das auch endlich der Anfang vom Ende von Drakeman. In den US Boards wird ja nur noch über ihn hergezogen und lautstark der Rücktritt gefordert!
Das wärs natürlich...
Antwort auf Beitrag Nr.: 23.533.205 von mountainbiker am 20.08.06 23:20:29hab 7,36 EUR bekommen. das ist umgerechnet mit aktuellem dollarkurs auf den letzten nasdaq-kurs vor bekanntgabe der nachricht ein minus von 5,2%. nachbörslich gings auf inet um 6,6% runter.
naja, kann sein, dass es gar nicht so weit runter geht, aber ich will das risiko momentan nicht nehmen.
einen rückfall auf 9 USD (aktuell ca. EUR 7) kann ich mir aber auf jeden fall vorstellen.
schaun ma mal.
naja, kann sein, dass es gar nicht so weit runter geht, aber ich will das risiko momentan nicht nehmen.
einen rückfall auf 9 USD (aktuell ca. EUR 7) kann ich mir aber auf jeden fall vorstellen.
schaun ma mal.
Antwort auf Beitrag Nr.: 23.535.039 von PathFinder2 am 21.08.06 00:56:32achja, mit dem chart passt das ganze allerdings überhaupt nicht zusammen. vielleicht folgt tatsächlich noch eine gute news morgen vor marktöffnung USA
Antwort auf Beitrag Nr.: 23.535.056 von PathFinder2 am 21.08.06 00:57:49Dürfte neu sein:
Immune System Might Be Revived to Fight AIDS, Cancer, HCV
[This research is relevant to a wide array of biotech companies, in particular MEDX.]
http://online.wsj.com/article/SB115611916112240632.html
>>
By MARK SCHOOFS
August 21, 2006
A spirited race between top immunology teams is set to culminate today with the publication of two scientific papers reaching broadly similar conclusions about the AIDS virus: It exploits the human body's natural mechanism for shutting down the immune system, and the process can be reversed.
The findings raise the tantalizing possibility that doctors one day could switch a patient's immune system back on, so that it could resume its fight against HIV, or even cancer cells, certain parasites or the virus that causes hepatitis C. Those very different diseases "have one common denominator," says Anthony Fauci, director of the National Institute for Allergy and Infectious Diseases. "They persist. They're chronic."
The studies, published in the journal Nature and its sister journal, Nature Medicine, build on almost 15 years of work by other researchers, including Kyoto University Prof. Tasuku Honjo, who in the early 1990s discovered a molecule, which he named PD-1, on the surface of disease-fighting T-cells. Subsequent research revealed that PD-1 is a natural regulator of the human immune system, acting like a brake on rampaging T-cells and potentially preventing them from attacking the body itself.
The latest findings are preliminary, and there isn't any way to predict whether this avenue of research will ever yield new treatments. And there's one more blazing caveat: Switching the immune system back on -- the most obvious treatment strategy -- might trigger autoimmune disease. Scientists currently studying PD-1 are sobered by the shocking experience of a German drug company's clinical trial conducted in London in March, in which six healthy volunteer patients received an experimental drug to stimulate the immune system and landed in intensive care, their lives in the balance, because the drug sent their immune systems into massive overdrive.
Nevertheless, research in this area is exploding. The Bill and Melinda Gates Foundation is funding a team researching how to turn the immune system back on in hepatitis C patients. Researchers at the National Institutes of Health are studying PD-1 in tuberculosis, one of the world's leading killers.
"This isn't just HIV," says Harvard University immunologist Bruce Walker, the lead researcher on the study published in Nature. "This is much broader."
Research has progressed furthest in cancer, where scientists have shown that PD-1 can shut down immune responses when it is activated by certain types of tumor cells. Last month, the U.S. Food and Drug Administration approved human testing of an experimental antibody designed to reverse the shutdown and permit the immune system to resume fighting cancer cells. The experimental drug is being developed by Medarex Inc., of Princeton, N.J., and Ono Pharmaceutical Co., of Japan.
When a virus or other pathogen enters the body, immune-system cells multiply furiously and send out potent chemicals, called cytokines, which cause inflammation. "When you get the flu, for example, you feel sick not so much because of the virus, but because of the immune system -- that's what gives you the aches and fevers," explains Drew Pardoll, an immunologist at Johns Hopkins University who has studied PD-1. Left unchecked, the raging immune response, including an excess of cytokines, could damage the body.
In a simple infection, such as the flu, the immune system apparently does its job and subsides. But if a pathogen isn't quickly cleared out, as in the case of chronic disease, then PD-1 goes to work and shuts down production of key types of immune-system cells. Much of this basic understanding was achieved only late last year in a study published in Nature and led by Emory University Prof. Rafi Ahmed and a student of his at the time, Daniel Barber.
The research being published today goes further to address one of the most vexing mysteries in the biology of AIDS. Key immune-system cells known as HIV-specific CD8 killer T-cells exist in high numbers in many HIV-infected patients. Early in the course of the infection, these cells kill other cells carrying the virus. But in long-term patients, these cells barely fight the virus at all. The reigning theory was that HIV somehow disabled them. That may still be true in part, but today's studies reveal that HIV actually exploits the body's own mechanism for shutting the cells down.
The PD-1 molecule buds on the surface of the killer T-cells that target HIV. By itself, PD-1 is inert and does nothing. But when PD-1 encounters a partner molecule, or ligand, the interaction sets off a chain reaction inside the killer T-cells. The T-cells multiply much more slowly or not at all, and overall they secrete far less of their powerful cytokines, the researchers found. Essentially, they abandon the fight.
The most dramatic finding is that the process can be reversed, at least in a test tube. When researchers added an antibody that blocked the interaction between PD-1 and its ligand, then the killer T-cells revived. They started multiplying again, and cytokine production increased. "I've never seen something as black and white," said Rafick Sékaly, a professor at Canada's Université de Montréal and a leader of the team whose study was published today in Nature Medicine.
The team, led by Harvard's Dr. Walker and researchers Cheryl Day and Daniel Kaufmann, made a further finding: Not only can PD-1 shut down the killer CD8 T-cells, but it also can affect command-and-control cells, known as CD4 cells. In other words, PD-1 acts on both the infantry and the generals. In one particularly striking bit of research, Dr. Kaufmann revived CD4 cells in five of six AIDS patients whose CD4 cells had shown zero activity against HIV.
Taken together, today's studies suggest that two critical types of immune system cells -- CD8 and CD4 -- can in most patients be rescued and remobilized to fight HIV.
The Walker and Sékaly research teams both are keen to test the hypothesis by giving patients an antibody that blocks the interaction between PD-1 and its ligand. The two researchers have initiated discussions with Medarex, developer of the experimental antibody about to be tested in cancer patients. Dr. Sékaly has even sent blood samples to Medarex so that it can run laboratory experiments on them.
In addition, Harvard University researcher Gordon Freeman has made his own antibodies to PD-1 and its ligands. He is busy planning tests of them in monkeys, with an eye to testing them in humans infected with HIV and hepatitis C.
Recently, Dr. Walker launched a new study of what he terms "elite controllers," the 0.33% of HIV patients who keep the virus in check for many years without drugs [#msg-12722870]. Dr. Walker believes that one reason these rare patients stay healthy may be that their immune cells lack PD-1, or that the interaction between PD-1 and its ligand might somehow be short-circuited. He has already begun to test these theories but doesn't yet have results.
A third scientific team, led by Richard Koup, chief of the immunology laboratory at the National Institutes of Health's Vaccine Research Center, also has been researching PD-1 in HIV. That study is scheduled to be published Sept. 5 in the online edition of the Journal of Experimental Medicine. Dr. Koup's team found that the interaction between PD-1 and its ligand appears to cause CD8 cells to die, not merely to stop functioning.
<<
Immune System Might Be Revived to Fight AIDS, Cancer, HCV
[This research is relevant to a wide array of biotech companies, in particular MEDX.]
http://online.wsj.com/article/SB115611916112240632.html
>>
By MARK SCHOOFS
August 21, 2006
A spirited race between top immunology teams is set to culminate today with the publication of two scientific papers reaching broadly similar conclusions about the AIDS virus: It exploits the human body's natural mechanism for shutting down the immune system, and the process can be reversed.
The findings raise the tantalizing possibility that doctors one day could switch a patient's immune system back on, so that it could resume its fight against HIV, or even cancer cells, certain parasites or the virus that causes hepatitis C. Those very different diseases "have one common denominator," says Anthony Fauci, director of the National Institute for Allergy and Infectious Diseases. "They persist. They're chronic."
The studies, published in the journal Nature and its sister journal, Nature Medicine, build on almost 15 years of work by other researchers, including Kyoto University Prof. Tasuku Honjo, who in the early 1990s discovered a molecule, which he named PD-1, on the surface of disease-fighting T-cells. Subsequent research revealed that PD-1 is a natural regulator of the human immune system, acting like a brake on rampaging T-cells and potentially preventing them from attacking the body itself.
The latest findings are preliminary, and there isn't any way to predict whether this avenue of research will ever yield new treatments. And there's one more blazing caveat: Switching the immune system back on -- the most obvious treatment strategy -- might trigger autoimmune disease. Scientists currently studying PD-1 are sobered by the shocking experience of a German drug company's clinical trial conducted in London in March, in which six healthy volunteer patients received an experimental drug to stimulate the immune system and landed in intensive care, their lives in the balance, because the drug sent their immune systems into massive overdrive.
Nevertheless, research in this area is exploding. The Bill and Melinda Gates Foundation is funding a team researching how to turn the immune system back on in hepatitis C patients. Researchers at the National Institutes of Health are studying PD-1 in tuberculosis, one of the world's leading killers.
"This isn't just HIV," says Harvard University immunologist Bruce Walker, the lead researcher on the study published in Nature. "This is much broader."
Research has progressed furthest in cancer, where scientists have shown that PD-1 can shut down immune responses when it is activated by certain types of tumor cells. Last month, the U.S. Food and Drug Administration approved human testing of an experimental antibody designed to reverse the shutdown and permit the immune system to resume fighting cancer cells. The experimental drug is being developed by Medarex Inc., of Princeton, N.J., and Ono Pharmaceutical Co., of Japan.
When a virus or other pathogen enters the body, immune-system cells multiply furiously and send out potent chemicals, called cytokines, which cause inflammation. "When you get the flu, for example, you feel sick not so much because of the virus, but because of the immune system -- that's what gives you the aches and fevers," explains Drew Pardoll, an immunologist at Johns Hopkins University who has studied PD-1. Left unchecked, the raging immune response, including an excess of cytokines, could damage the body.
In a simple infection, such as the flu, the immune system apparently does its job and subsides. But if a pathogen isn't quickly cleared out, as in the case of chronic disease, then PD-1 goes to work and shuts down production of key types of immune-system cells. Much of this basic understanding was achieved only late last year in a study published in Nature and led by Emory University Prof. Rafi Ahmed and a student of his at the time, Daniel Barber.
The research being published today goes further to address one of the most vexing mysteries in the biology of AIDS. Key immune-system cells known as HIV-specific CD8 killer T-cells exist in high numbers in many HIV-infected patients. Early in the course of the infection, these cells kill other cells carrying the virus. But in long-term patients, these cells barely fight the virus at all. The reigning theory was that HIV somehow disabled them. That may still be true in part, but today's studies reveal that HIV actually exploits the body's own mechanism for shutting the cells down.
The PD-1 molecule buds on the surface of the killer T-cells that target HIV. By itself, PD-1 is inert and does nothing. But when PD-1 encounters a partner molecule, or ligand, the interaction sets off a chain reaction inside the killer T-cells. The T-cells multiply much more slowly or not at all, and overall they secrete far less of their powerful cytokines, the researchers found. Essentially, they abandon the fight.
The most dramatic finding is that the process can be reversed, at least in a test tube. When researchers added an antibody that blocked the interaction between PD-1 and its ligand, then the killer T-cells revived. They started multiplying again, and cytokine production increased. "I've never seen something as black and white," said Rafick Sékaly, a professor at Canada's Université de Montréal and a leader of the team whose study was published today in Nature Medicine.
The team, led by Harvard's Dr. Walker and researchers Cheryl Day and Daniel Kaufmann, made a further finding: Not only can PD-1 shut down the killer CD8 T-cells, but it also can affect command-and-control cells, known as CD4 cells. In other words, PD-1 acts on both the infantry and the generals. In one particularly striking bit of research, Dr. Kaufmann revived CD4 cells in five of six AIDS patients whose CD4 cells had shown zero activity against HIV.
Taken together, today's studies suggest that two critical types of immune system cells -- CD8 and CD4 -- can in most patients be rescued and remobilized to fight HIV.
The Walker and Sékaly research teams both are keen to test the hypothesis by giving patients an antibody that blocks the interaction between PD-1 and its ligand. The two researchers have initiated discussions with Medarex, developer of the experimental antibody about to be tested in cancer patients. Dr. Sékaly has even sent blood samples to Medarex so that it can run laboratory experiments on them.
In addition, Harvard University researcher Gordon Freeman has made his own antibodies to PD-1 and its ligands. He is busy planning tests of them in monkeys, with an eye to testing them in humans infected with HIV and hepatitis C.
Recently, Dr. Walker launched a new study of what he terms "elite controllers," the 0.33% of HIV patients who keep the virus in check for many years without drugs [#msg-12722870]. Dr. Walker believes that one reason these rare patients stay healthy may be that their immune cells lack PD-1, or that the interaction between PD-1 and its ligand might somehow be short-circuited. He has already begun to test these theories but doesn't yet have results.
A third scientific team, led by Richard Koup, chief of the immunology laboratory at the National Institutes of Health's Vaccine Research Center, also has been researching PD-1 in HIV. That study is scheduled to be published Sept. 5 in the online edition of the Journal of Experimental Medicine. Dr. Koup's team found that the interaction between PD-1 and its ligand appears to cause CD8 cells to die, not merely to stop functioning.
<<
Antwort auf Beitrag Nr.: 23.541.425 von mountainbiker am 21.08.06 09:33:09Komisch, sehr ruhig hier heute...
Antwort auf Beitrag Nr.: 23.535.056 von PathFinder2 am 21.08.06 00:57:49naja, ich habs ja gerochen
Antwort auf Beitrag Nr.: 23.551.704 von PathFinder2 am 21.08.06 22:06:39Wo seid Ihr denn unterwegs....
Pipeline:
5 mal Phase III
9 mal Phase II
19 mal Phase I
Je Produkt. Teilweise mehrere unterschiedliche Studien je Produkt.
Von so einer Pipeline kann MOR bisher nur träumen (bisher gerade mal 2 mal Phase I). Gelle Friseuse.
Ville-Research-Rating: Strong (Übernahmekampf-)Buy!
5 mal Phase III
9 mal Phase II
19 mal Phase I
Je Produkt. Teilweise mehrere unterschiedliche Studien je Produkt.
Von so einer Pipeline kann MOR bisher nur träumen (bisher gerade mal 2 mal Phase I). Gelle Friseuse.
Ville-Research-Rating: Strong (Übernahmekampf-)Buy!
Antwort auf Beitrag Nr.: 23.574.824 von Ville7 am 23.08.06 11:33:22Wenn du vergleichen willst:
Die breite klinische pipeline ist Ausdruck der ca. 5 Jahre älteren Firma und Technik von Medarex. Natürlich ist Medx jetzt näher dran an Umsätzen für Medikamente. Ist auch nötig um den cash endlich mal selbst zu verdienen, wie es MOR jetzt im 4. Jahr in Folge macht.
Aber klar: aktuell sehr gute Aussichten für Medx. Bei P3-tantiemen werden Pharmas gerne schwach.....
Die breite klinische pipeline ist Ausdruck der ca. 5 Jahre älteren Firma und Technik von Medarex. Natürlich ist Medx jetzt näher dran an Umsätzen für Medikamente. Ist auch nötig um den cash endlich mal selbst zu verdienen, wie es MOR jetzt im 4. Jahr in Folge macht.
Aber klar: aktuell sehr gute Aussichten für Medx. Bei P3-tantiemen werden Pharmas gerne schwach.....
Antwort auf Beitrag Nr.: 23.574.824 von Ville7 am 23.08.06 11:33:22Übernahme, bin dafür
Antwort auf Beitrag Nr.: 23.575.254 von Friseuse am 23.08.06 11:58:38Wann steigt der Esel?
Erst, wenn keiner mehr dran glaubt bzw.
alle ungeduldigen Spieler und Zocker, die nur einen schnelle DM , sorry Euro machen wollen, raus aus Medarex sind.
Meda: Top oder Flop.
Ich verkaufe kein Stück, egal wie lange Medarex noch abwärts geht.
Medarex gehört zu den 10 größten Biotech-Unternehmen der Welt.
Pöatz 1 die konservative Amgen
Schönen Tag noch!
BG
auris
Erst, wenn keiner mehr dran glaubt bzw.
alle ungeduldigen Spieler und Zocker, die nur einen schnelle DM , sorry Euro machen wollen, raus aus Medarex sind.
Meda: Top oder Flop.
Ich verkaufe kein Stück, egal wie lange Medarex noch abwärts geht.
Medarex gehört zu den 10 größten Biotech-Unternehmen der Welt.
Pöatz 1 die konservative Amgen
Schönen Tag noch!
BG
auris
Antwort auf Beitrag Nr.: 23.589.195 von aurisinterna am 24.08.06 09:46:45broken wings litlle Medarex.
Be patient.
auris;-)
Be patient.
auris;-)
Antwort auf Beitrag Nr.: 23.631.245 von aurisinterna am 27.08.06 10:06:14Hi guys,
fly Meda... fly!!!!
POP POP to the sky.
greetings from USA.
auris;-)
fly Meda... fly!!!!
POP POP to the sky.
greetings from USA.
auris;-)
Antwort auf Beitrag Nr.: 23.657.875 von Ville7 am 28.08.06 20:44:02Ist schon unglaublich diese Aktie. Wochenlang dümpelt sie dahin - und dann, kaum kommt ne Meldung über Bilanzfälschung, schießt sie nach oben...
Antwort auf Beitrag Nr.: 23.659.293 von mountainbiker am 28.08.06 21:58:43oh yeeeeeeeeeaaaaaahhhhhhh, Meda go, go.
auris;-)
auris;-)
Antwort auf Beitrag Nr.: 23.659.293 von mountainbiker am 28.08.06 21:58:43Das war ein klares Zeichen eines Bodens. Wenn selbst schlechte Nachrichten sie nicht weiter runterbringen ist das gewöhnlich der Boden. Wurde ja auch ziemlich verprügelt.
Sieht also gut aus.
Sieht also gut aus.
Antwort auf Beitrag Nr.: 23.663.350 von Ville7 am 29.08.06 09:59:24Hi to all,
fly "Robbie" fly!!!!!!!...sorry "Meda "pop ,pop to the sky.
Have a nice day in germany.
Greetings from L.A:
auris;-)
fly "Robbie" fly!!!!!!!...sorry "Meda "pop ,pop to the sky.
Have a nice day in germany.
Greetings from L.A:
auris;-)
Antwort auf Beitrag Nr.: 23.666.378 von aurisinterna am 29.08.06 13:23:34Auris...
Robbie Williams Fan?
Aus L.A.? Fester Wohnsitz oder Urlaub? Woher genau?
Huch!
Robbie Williams Fan?
Aus L.A.? Fester Wohnsitz oder Urlaub? Woher genau?
Huch!
Der Esel rennt wie von der Tarantel gestochen:
Wann galloppiert der faule Gaul hinterher?
Wann galloppiert der faule Gaul hinterher?
Der Esel rennt:
Antwort auf Beitrag Nr.: 23.669.956 von Ville7 am 29.08.06 16:19:36higher and higher, desire.
bye;-)
auris
bye;-)
auris
Alle Jahre wieder Biosaison
Urlaubszeit vorbei
Urlaubszeit vorbei
Antwort auf Beitrag Nr.: 23.672.432 von Friseuse am 29.08.06 18:15:07Einfach super.
Antwort auf Beitrag Nr.: 23.673.263 von prom am 29.08.06 19:02:39we love you " Meda" yeath, yeath!!!
greetngs to germany.
auris;-)
greetngs to germany.
auris;-)
Antwort auf Beitrag Nr.: 23.677.888 von aurisinterna am 30.08.06 08:50:52Kann mir jemand ein paar Kennziffern zu Medarex hereinstellen:
Umsatzentwicklung: 2003-2006
Gewinn / Verlust: detto
Marktkkapitalisierung aktuell
danke
Ciao
Umsatzentwicklung: 2003-2006
Gewinn / Verlust: detto
Marktkkapitalisierung aktuell
danke
Ciao
Medarex Announces Receipt of Notice of Default Relating to Medarex's 2.25% Convertible Senior Notes Due May 15, 2011
PRINCETON, N.J., Aug. 31 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX)
today announced that on August 25, 2006 it received a notice of default from Citadel
Equity Fund Ltd. relating to its 2.25% Convertible Senior Notes in the aggregate
principal amount of $150 million due May 15, 2011 (the "Notes"). Citadel, a reported
holder of more than 25% in principal amount of the outstanding Notes, provided the
notice of default under the Indenture governing the Notes and cites Medarex's
failure to file its Quarterly Report on Form 10-Q for the quarter ended June 30,
2006 (the "Form 10-Q") as the basis for the notice of default. The notice of default
further provides that if Medarex does not file its Form 10-Q by October 24, 2006, an
event of default under the Indenture will exist.
Under the terms of the Indenture, Medarex has 60 days after such a notice of
default has been given to cure any such default. If an event of default shall be
deemed to have occurred, Medarex intends to use its best efforts to cure any such
default within the required cure period. If such an event of default occurs and is
continuing, the Trustee for the Notes or the holders of not less than 25% in
principal amount of the Notes may declare the principal of all the Notes to be due
and payable immediately. As of June 30, 2006, Medarex held approximately $424.4
million in cash, cash equivalents, marketable securities and segregated cash
(approximately $19.5 million of which relates to Celldex Therapeutics, Inc., a
majority-owned subsidiary), and the Notes currently have an aggregate outstanding
principal amount of $150 million. Medarex believes that after any required repayment
of the Notes, its existing resources will be adequate to fund its currently planned
working capital requirements for both the short and long term.
As previously announced, the Board of Directors of Medarex has appointed one of
its outside directors to oversee an investigation of its historical stock option
practices and related accounting treatment. The outside director has not completed
the work or reached final conclusions and is continuing the investigation.
Accordingly, Medarex was not able to file its Form 10-Q on the prescribed filing
date and will not be able to file its Form 10-Q until the investigation has been
completed. Medarex also previously announced that it will restate its annual
financial statements for the periods from 2000 through 2005 and its interim
financial statement for the quarter ended March 31, 2006.
PRINCETON, N.J., Aug. 31 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX)
today announced that on August 25, 2006 it received a notice of default from Citadel
Equity Fund Ltd. relating to its 2.25% Convertible Senior Notes in the aggregate
principal amount of $150 million due May 15, 2011 (the "Notes"). Citadel, a reported
holder of more than 25% in principal amount of the outstanding Notes, provided the
notice of default under the Indenture governing the Notes and cites Medarex's
failure to file its Quarterly Report on Form 10-Q for the quarter ended June 30,
2006 (the "Form 10-Q") as the basis for the notice of default. The notice of default
further provides that if Medarex does not file its Form 10-Q by October 24, 2006, an
event of default under the Indenture will exist.
Under the terms of the Indenture, Medarex has 60 days after such a notice of
default has been given to cure any such default. If an event of default shall be
deemed to have occurred, Medarex intends to use its best efforts to cure any such
default within the required cure period. If such an event of default occurs and is
continuing, the Trustee for the Notes or the holders of not less than 25% in
principal amount of the Notes may declare the principal of all the Notes to be due
and payable immediately. As of June 30, 2006, Medarex held approximately $424.4
million in cash, cash equivalents, marketable securities and segregated cash
(approximately $19.5 million of which relates to Celldex Therapeutics, Inc., a
majority-owned subsidiary), and the Notes currently have an aggregate outstanding
principal amount of $150 million. Medarex believes that after any required repayment
of the Notes, its existing resources will be adequate to fund its currently planned
working capital requirements for both the short and long term.
As previously announced, the Board of Directors of Medarex has appointed one of
its outside directors to oversee an investigation of its historical stock option
practices and related accounting treatment. The outside director has not completed
the work or reached final conclusions and is continuing the investigation.
Accordingly, Medarex was not able to file its Form 10-Q on the prescribed filing
date and will not be able to file its Form 10-Q until the investigation has been
completed. Medarex also previously announced that it will restate its annual
financial statements for the periods from 2000 through 2005 and its interim
financial statement for the quarter ended March 31, 2006.
Antwort auf Beitrag Nr.: 23.746.022 von FTaktuell am 03.09.06 14:55:21Kann mir jemand ein paar Kennziffern zu Medarex hereinstellen:
Umsatzentwicklung: 2003-2006
Gewinn / Verlust: detto
Marktkkapitalisierung aktuell
danke
Ciao
Umsatzentwicklung: 2003-2006
Gewinn / Verlust: detto
Marktkkapitalisierung aktuell
danke
Ciao
Antwort auf Beitrag Nr.: 23.760.744 von FTaktuell am 04.09.06 19:22:04Umsatz/Verlust 2003-2005:
http://finance.yahoo.com/q/is?s=MEDX&annual
Kurs 10,65 USD bei 122 mio Aktien
http://finance.yahoo.com/q/is?s=MEDX&annual
Kurs 10,65 USD bei 122 mio Aktien
Antwort auf Beitrag Nr.: 23.762.021 von eck64 am 04.09.06 20:55:56Danke Eck..
die machen aber fast 3x soviel Verlust wie Umsatz!!
Insofern ist die Pipe zwar interessant und bald einmal sollten sich da auch Gewinne einstellen, aber der Kurs den die in den vergangenen Jahren gefahren sind war schon auf volles Risiko.
ciao
die machen aber fast 3x soviel Verlust wie Umsatz!!
Insofern ist die Pipe zwar interessant und bald einmal sollten sich da auch Gewinne einstellen, aber der Kurs den die in den vergangenen Jahren gefahren sind war schon auf volles Risiko.
ciao
Antwort auf Beitrag Nr.: 23.766.200 von FTaktuell am 05.09.06 09:22:41Ja,
5 P3 Studien gleichzeitig finanzieren ist teuer.
Aber ein Erfolg von 5 dürfte Medarex schon die schwarze 0 bringen.
5 P3 Studien gleichzeitig finanzieren ist teuer.
Aber ein Erfolg von 5 dürfte Medarex schon die schwarze 0 bringen.
Antwort auf Beitrag Nr.: 23.766.576 von eck64 am 05.09.06 09:48:12Sind die von Medarex entwickelten Antikörper eigentlich die Hauptkonkurrenz von Morphosys?
ciao
ciao
Antwort auf Beitrag Nr.: 23.780.762 von FTaktuell am 05.09.06 22:17:21Morphosys hat keine wirkliche Konkurrenz Medarex lebt den Vorsprung der früheren Geburt aus und Pharmas forschen mit Kapitaleinsatz auf ihre Targets praktisch nur mit Morphosys. Medarex muß für Kooperationen selbst Geld bringen oder entwickelte Pipelineprojekte als Gegenwert bieten.
Die Chance von Medarex ist MDX 010, ähnlich der Satraplatinverlosung bei GPC.
Medarex lebt den Vorsprung der früheren Geburt aus und Pharmas forschen mit Kapitaleinsatz auf ihre Targets praktisch nur mit Morphosys. Medarex muß für Kooperationen selbst Geld bringen oder entwickelte Pipelineprojekte als Gegenwert bieten.Die Chance von Medarex ist MDX 010, ähnlich der Satraplatinverlosung bei GPC.
Medarex, UMass start Phase II diarrhea treatment study
MEDX and The Massachusetts Biologic Laboratories of the University of Massachusetts Medical School said they've started a Phase II clinical trial of CDA-1 (also referred to as MDX-066) and MDX-1388, two novel fully human antibodies to treat hospital-acquired diarrhea.
MEDX and The Massachusetts Biologic Laboratories of the University of Massachusetts Medical School said they've started a Phase II clinical trial of CDA-1 (also referred to as MDX-066) and MDX-1388, two novel fully human antibodies to treat hospital-acquired diarrhea.
Moin,
gerade erst gefunden, nur so am Rande:
Aktuelle Kursinformationen (NASDAQ)
Kurs Vortag Veränderung Datum/Zeit
10,21 $ 10,06 $ +0,15 $ +1,49 % 08.09./22:00
ISIN WKN Jahreshoch Jahrestief
US5839161016 2579810 15,71 $ 8,81 $
Medarex ausgestoppt
07.09.2006
Der Aktionär
Kulmbach (aktiencheck.de AG) - Wie die Experten vom Anlegermagazin "Der Aktionär" berichten, ist die Aktie von Medarex (ISIN US5839161016 / WKN 883040) unter den empfohlenen Stoppkurs gefallen und wurde somit ausgestoppt.
Kürzlich habe Medarex eine Kooperation mit der deutschen GenPat 77 zur Entwicklung von Antikörperpräparaten geschlossen. Allerdings habe dies die Aktie nicht davon abgehalten unter den empfohlenen Stoppkurs in Höhe von 6,75 Euro zu sinken.
Wie die Experten von "Der Aktionär" berichten, wurde die Medarex-Aktie, die sich inzwischen wieder im Aufwind befinde, mit einem Minus von 17 Prozent, verkauft. Die Experten würden die Medarex-Aktie auf ihrer Watchlist behalten. (07.09.2006/ac/a/a)
Tja, ob das so ein guter Tipp war, MEDX unter 6,75 € zu verkaufen?
So tiefe Kurse habe ich garnicht gefunden, wenn auch tatsächlich mal etwas unter 7 €.
Na, es ist doch immer gut, dass es Experten gibt!
Gut, dass ich das vorher nicht gelesen habe, hätte meine massiven Nachkäufe bei 7€ wohl gar noch überdacht...
Gruß q.
gerade erst gefunden, nur so am Rande:
Aktuelle Kursinformationen (NASDAQ)
Kurs Vortag Veränderung Datum/Zeit
10,21 $ 10,06 $ +0,15 $ +1,49 % 08.09./22:00
ISIN WKN Jahreshoch Jahrestief
US5839161016 2579810 15,71 $ 8,81 $
Medarex ausgestoppt
07.09.2006
Der Aktionär
Kulmbach (aktiencheck.de AG) - Wie die Experten vom Anlegermagazin "Der Aktionär" berichten, ist die Aktie von Medarex (ISIN US5839161016 / WKN 883040) unter den empfohlenen Stoppkurs gefallen und wurde somit ausgestoppt.
Kürzlich habe Medarex eine Kooperation mit der deutschen GenPat 77 zur Entwicklung von Antikörperpräparaten geschlossen. Allerdings habe dies die Aktie nicht davon abgehalten unter den empfohlenen Stoppkurs in Höhe von 6,75 Euro zu sinken.
Wie die Experten von "Der Aktionär" berichten, wurde die Medarex-Aktie, die sich inzwischen wieder im Aufwind befinde, mit einem Minus von 17 Prozent, verkauft. Die Experten würden die Medarex-Aktie auf ihrer Watchlist behalten. (07.09.2006/ac/a/a)
Tja, ob das so ein guter Tipp war, MEDX unter 6,75 € zu verkaufen?
So tiefe Kurse habe ich garnicht gefunden, wenn auch tatsächlich mal etwas unter 7 €.
Na, es ist doch immer gut, dass es Experten gibt!
Gut, dass ich das vorher nicht gelesen habe, hätte meine massiven Nachkäufe bei 7€ wohl gar noch überdacht...
Gruß q.
Wollen wir das glauben
Jetzt wieder an die April-Tiefs herangelaufen.
Wenn der Ausbruch hier gelingt, steigt es auch überkauft weiter.....
Strong buy.
Servus allerseits 
Aus "Der Aktionär" - Mehr aus der aktuellen Ausgabe siehe
Thread: Der Aktionär * Empfehlungen * Ausgabe 39/2006
Musterdepot:
Langfristig - Geplante Transaktion - Kauf Medarex, Limit 9,00 Euro
Aus "Der Aktionär" - Mehr aus der aktuellen Ausgabe siehe
Thread: Der Aktionär * Empfehlungen * Ausgabe 39/2006Musterdepot:
Langfristig - Geplante Transaktion - Kauf Medarex, Limit 9,00 Euro
Schöner Artikel über Genmabs Lead Produktentwicklung. Kleiner Lapsus ist auch im Artikel, der mab ist nicht humanized sondern human:
http://www.thestreet.com/_yahoo/markets/marketfeatures/10309…
Medarex wird Royalties auf das Medikament bekommen. Zudem besitzt Medarex Anteile an GenMab.
http://www.thestreet.com/_yahoo/markets/marketfeatures/10309…
Medarex wird Royalties auf das Medikament bekommen. Zudem besitzt Medarex Anteile an GenMab.
Antwort auf Beitrag Nr.: 24.039.227 von HSM am 19.09.06 12:55:25Wie bitte? Die sind doch erst vor ein paar Tagen zu 6,65 ausgestoppt worden!? Buy high, sell low! aktionär halt!
Antwort auf Beitrag Nr.: 24.042.203 von Ville7 am 19.09.06 15:22:11Servus allerseits
Aus "Der Aktionär" - Mehr aus der aktuellen Ausgabe siehe Thread: Der Aktionär * Empfehlungen * Ausgabe 40/2006
Musterdepots:
langfristig - durchgeführte Transaktion - Kauf Medarex 8,79 Euro
Aus "Der Aktionär" - Mehr aus der aktuellen Ausgabe siehe
Thread: Der Aktionär * Empfehlungen * Ausgabe 40/2006Musterdepots:
langfristig - durchgeführte Transaktion - Kauf Medarex 8,79 Euro
Antwort auf Beitrag Nr.: 24.206.361 von HSM am 26.09.06 12:43:09Was ist los heut mit MAX?
Und wann kommen endlich mal wieder Übernahmegerüchte???
Und wann kommen endlich mal wieder Übernahmegerüchte???
Antwort auf Beitrag Nr.: 24.385.734 von mountainbiker am 03.10.06 20:04:44Abwarten auf erfolgreiche (eigene, nicht die von Genmab) P III Ergebnisse. Dann klappts auch mit dem nach oben knallen...
Antwort auf Beitrag Nr.: 24.393.471 von Ville7 am 04.10.06 10:42:10Aufwärts gehts zu alten Höhen.
Ist echt witzig! Seit 10 Tagen gehts ununterbrochen (ausser einer klitzekleinen Verschnaufpause)Richtung Norden, und keiner hats gemerkt!
Ausser mir natürlich!
Ausser mir natürlich!
Antwort auf Beitrag Nr.: 24.710.789 von fat32 am 18.10.06 21:33:19Ich bin dabei.
.
Mal sehen ob Drakeman wegen OS Skandal gehen muss - das würde den Kurs nochmal enorm pushen!
Wisst Ihr wann Medarex seine Bilanz nachträglich vorlegen will? Was ist eigentlich der Stand mit den Bilanzen der letzten Geschäftsjahre? Hatte denen die Nasdaq nicht eine Frist eingräumt in der die Fehler in der Bilanzierung behoben sein müssen, ansonsten drohe ein Delisting. Was ist da generell der Stand.
Was Medx im Moment pusht ist die gute Verfassung des Nasdaq Biotech-Index, der einen Übernahme durch Elli Lilly und die Aussichten und Bewertung von Genmab.
Das hat aber mit dem operativen Gechäft von MEDX wenig zu tun. Also was ist der Stand bei der Bilanzierung?
Danke für eure Antworten.
Was Medx im Moment pusht ist die gute Verfassung des Nasdaq Biotech-Index, der einen Übernahme durch Elli Lilly und die Aussichten und Bewertung von Genmab.
Das hat aber mit dem operativen Gechäft von MEDX wenig zu tun. Also was ist der Stand bei der Bilanzierung?
Danke für eure Antworten.
Antwort auf Beitrag Nr.: 9.976.882 von Isabartels am 03.07.03 20:41:16HALLO ISABARTELS.
ICH HEDE EINE FRAGE UBER EINE NEU METIKAMEND FUR DAS NIRE
DAS HEIST (DUD)UND ES IST IN SPANISE MARK.WEIS DU ETWAS DA VON?
DANKE.
ICH HEDE EINE FRAGE UBER EINE NEU METIKAMEND FUR DAS NIRE
DAS HEIST (DUD)UND ES IST IN SPANISE MARK.WEIS DU ETWAS DA VON?
DANKE.
Antwort auf Beitrag Nr.: 24.713.819 von Ville7 am 19.10.06 08:05:30drakeman...der ceo gehen muss...ja kann sein...aber das wäre nicht das was in den meißten fällen passieren wird. sanktionen ja...aber aber kein mord.
sagt steve jobs etwa good bye?war ja nicht nur eine medx drin verwickelt...meinst du...jetzt wandern hunderte ceo's?never ever...
sagt steve jobs etwa good bye?war ja nicht nur eine medx drin verwickelt...meinst du...jetzt wandern hunderte ceo's?never ever...
Antwort auf Beitrag Nr.: 24.788.936 von amorphis am 22.10.06 22:07:00Nun ist es so weit. Drakeman hat den Hut genommen. Wie ich spekuliert hatte...
------
NEW YORK, Nov 6 (Reuters) - Medarex Inc. (MEDX.O: Quote, Profile, Research) said on Monday Donald Drakeman has resigned has resigned as president and chief executive officer, effective immediately, and Chairman Irwin Lerner will take over his position as the company searches for a new CEO.
The company said Drakeman will remain an employee of Medarex until Jan. 4 and has agreed to remain as a consultant until March 25 to assist in an orderly transition.
Medarex said in September it was investigating stock option grant practices after the U.S. Securities and Exchange Commission requested documents and information. The company had also received a grand jury subpoena from the U.S. Attorney's office in New Jersey requesting similar information.
------
NEW YORK, Nov 6 (Reuters) - Medarex Inc. (MEDX.O: Quote, Profile, Research) said on Monday Donald Drakeman has resigned has resigned as president and chief executive officer, effective immediately, and Chairman Irwin Lerner will take over his position as the company searches for a new CEO.
The company said Drakeman will remain an employee of Medarex until Jan. 4 and has agreed to remain as a consultant until March 25 to assist in an orderly transition.
Medarex said in September it was investigating stock option grant practices after the U.S. Securities and Exchange Commission requested documents and information. The company had also received a grand jury subpoena from the U.S. Attorney's office in New Jersey requesting similar information.
Antwort auf Beitrag Nr.: 25.175.850 von Ville7 am 06.11.06 15:21:59Hallo zusammen,
wie schätzt ihr den Abgang von Drakeman bezüglich einer möglichen Übernahme ein? War Drakeman eher für eine Übernahme zu haben oder ist die Wahrscheinlichkeit nun höher?
wie schätzt ihr den Abgang von Drakeman bezüglich einer möglichen Übernahme ein? War Drakeman eher für eine Übernahme zu haben oder ist die Wahrscheinlichkeit nun höher?
Medarex and PacMab Announce Therapeutic Antibody Co-Development Agreement
Tuesday November 7, 6:00 am ET
PRINCETON, N.J. and SYDNEY, Australia, Nov. 7 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) and PacMab Limited, a private biopharmaceutical company, have entered into a collaborative agreement to develop novel monoclonal antibody-based therapies for blood cancers.
ADVERTISEMENT
Beginning in 2007, the companies plan to undertake clinical trials for an existing antibody therapeutic for cancer developed by PacMab. Through a collaborative development program, the companies intend to use Medarex's UltiMAb Human Antibody Development System® to generate fully human antibodies for novel disease targets.
Under the terms of the agreement, Medarex and PacMab plan to share product development and commercialization responsibilities on any antibody products resulting from this collaboration. Financial terms of the agreement were not disclosed.
PacMab Chief Executive Officer, Alan Liddle said, "We are very pleased to have formed a strategic commercial and clinical relationship with Medarex to exploit our antibody intellectual property in the oncology area.
"Initially we will focus on the most prevalent form of multiple myeloma, a serious blood cancer. At the same time, we will be developing our pipeline of additional drug therapies using our monoclonal antibody technology aimed at other blood disorders with unmet clinical needs," Mr. Liddle said.
"This new partnership with PacMab provides us with an opportunity to further expand our portfolio of oncology-based antibody product candidates," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "We look forward to combining our antibody development experience with that of PacMab's scientists."
About PacMab
PacMab is a drug discovery company focused on developing and commercialising monoclonal antibody (Mab) technology for the treatment of blood cancers like multiple myeloma and other blood disorders. The company was founded in 2001 to commercialize technology developed at the University of Technology, Sydney. The company is based in Sydney, Australia.
About Medarex
Medarex is a biopharmaceutical company focused on the discovery, development and potential commercialization of fully human antibody-based therapeutics to treat life-threatening and debilitating diseases, including cancer, inflammation, autoimmune disorders and infectious diseases. Medarex applies its UltiMAb® technology and product development and clinical manufacturing experience to generate, support and potentially commercialize a broad range of fully human antibody product candidates for itself and its partners. Thirty-three of these therapeutic product candidates derived from Medarex technology are in human clinical testing or have had INDs submitted for such trials, with six of the most advanced product candidates currently in Phase III clinical trials. Medarex is committed to building value by developing a diverse pipeline of antibody products to address the world's unmet healthcare needs. For more information about Medarex, visit its website at www.medarex.com.
Medarex Statement on Cautionary Factors
Except for the historical information presented herein, matters discussed herein may constitute forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Statements that are not historical facts, including statements preceded by, followed by, or that include the words "potential;" "believe;" "anticipate;" "intend;" "plan;" "expect;" "estimate;" "could;" "may;" or similar statements are forward-looking statements. Medarex disclaims, however, any intent or obligation to update these forward-looking statements. Risks and uncertainties include risks associated with product discovery and development, uncertainties related to the outcome of clinical trials, slower than expected rates of patient recruitment, unforeseen safety issues resulting from the administration of antibody products in patients, uncertainties related to product manufacturing as well as risks detailed from time to time in Medarex's public disclosure filings with the U.S. Securities and Exchange Commission (SEC), including its Annual Report on Form 10-K for the fiscal year ended December 31, 2005 and subsequent Quarterly Reports on Form 10-Q. There can be no assurance that such development efforts will succeed or that other developed products will receive required regulatory clearance or that, even if such regulatory clearance were received, such products would ultimately achieve commercial success. Copies of Medarex's public disclosure filings are available from its investor relations department.
Medarex®, the Medarex logo and UltiMAb® are registered trademarks of Medarex, Inc. All rights are reserved.
http://biz.yahoo.com/prnews/061107/phtu004.html?.v=80
Tuesday November 7, 6:00 am ET
PRINCETON, N.J. and SYDNEY, Australia, Nov. 7 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) and PacMab Limited, a private biopharmaceutical company, have entered into a collaborative agreement to develop novel monoclonal antibody-based therapies for blood cancers.
ADVERTISEMENT
Beginning in 2007, the companies plan to undertake clinical trials for an existing antibody therapeutic for cancer developed by PacMab. Through a collaborative development program, the companies intend to use Medarex's UltiMAb Human Antibody Development System® to generate fully human antibodies for novel disease targets.
Under the terms of the agreement, Medarex and PacMab plan to share product development and commercialization responsibilities on any antibody products resulting from this collaboration. Financial terms of the agreement were not disclosed.
PacMab Chief Executive Officer, Alan Liddle said, "We are very pleased to have formed a strategic commercial and clinical relationship with Medarex to exploit our antibody intellectual property in the oncology area.
"Initially we will focus on the most prevalent form of multiple myeloma, a serious blood cancer. At the same time, we will be developing our pipeline of additional drug therapies using our monoclonal antibody technology aimed at other blood disorders with unmet clinical needs," Mr. Liddle said.
"This new partnership with PacMab provides us with an opportunity to further expand our portfolio of oncology-based antibody product candidates," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "We look forward to combining our antibody development experience with that of PacMab's scientists."
About PacMab
PacMab is a drug discovery company focused on developing and commercialising monoclonal antibody (Mab) technology for the treatment of blood cancers like multiple myeloma and other blood disorders. The company was founded in 2001 to commercialize technology developed at the University of Technology, Sydney. The company is based in Sydney, Australia.
About Medarex
Medarex is a biopharmaceutical company focused on the discovery, development and potential commercialization of fully human antibody-based therapeutics to treat life-threatening and debilitating diseases, including cancer, inflammation, autoimmune disorders and infectious diseases. Medarex applies its UltiMAb® technology and product development and clinical manufacturing experience to generate, support and potentially commercialize a broad range of fully human antibody product candidates for itself and its partners. Thirty-three of these therapeutic product candidates derived from Medarex technology are in human clinical testing or have had INDs submitted for such trials, with six of the most advanced product candidates currently in Phase III clinical trials. Medarex is committed to building value by developing a diverse pipeline of antibody products to address the world's unmet healthcare needs. For more information about Medarex, visit its website at www.medarex.com.
Medarex Statement on Cautionary Factors
Except for the historical information presented herein, matters discussed herein may constitute forward-looking statements that are subject to certain risks and uncertainties that could cause actual results to differ materially from any future results, performance or achievements expressed or implied by such statements. Statements that are not historical facts, including statements preceded by, followed by, or that include the words "potential;" "believe;" "anticipate;" "intend;" "plan;" "expect;" "estimate;" "could;" "may;" or similar statements are forward-looking statements. Medarex disclaims, however, any intent or obligation to update these forward-looking statements. Risks and uncertainties include risks associated with product discovery and development, uncertainties related to the outcome of clinical trials, slower than expected rates of patient recruitment, unforeseen safety issues resulting from the administration of antibody products in patients, uncertainties related to product manufacturing as well as risks detailed from time to time in Medarex's public disclosure filings with the U.S. Securities and Exchange Commission (SEC), including its Annual Report on Form 10-K for the fiscal year ended December 31, 2005 and subsequent Quarterly Reports on Form 10-Q. There can be no assurance that such development efforts will succeed or that other developed products will receive required regulatory clearance or that, even if such regulatory clearance were received, such products would ultimately achieve commercial success. Copies of Medarex's public disclosure filings are available from its investor relations department.
Medarex®, the Medarex logo and UltiMAb® are registered trademarks of Medarex, Inc. All rights are reserved.
http://biz.yahoo.com/prnews/061107/phtu004.html?.v=80
Medarex to Receive Milestone Payment from Amgen
Monday November 13, 6:00 am ET
PRINCETON, N.J., Nov. 13 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) today announced that it expects to receive an undisclosed milestone payment from its licensing partner, Amgen Inc., for the advancement of an antibody into clinical trials. The antibody was developed using Medarex's UltiMAb® technology and is the fourth UltiMAb-derived antibody in clinical development by Amgen. Medarex may receive future milestone payments and royalties should this product candidate progress through clinical development and to the market.
"We are pleased with the development progress that Amgen - a leader in the biotechnology industry - continues to make with our fully human antibody technology," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "We believe that Amgen's proven product development experience has been key to their advancing the four UltiMAb antibodies into clinical trials."
Monday November 13, 6:00 am ET
PRINCETON, N.J., Nov. 13 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) today announced that it expects to receive an undisclosed milestone payment from its licensing partner, Amgen Inc., for the advancement of an antibody into clinical trials. The antibody was developed using Medarex's UltiMAb® technology and is the fourth UltiMAb-derived antibody in clinical development by Amgen. Medarex may receive future milestone payments and royalties should this product candidate progress through clinical development and to the market.
"We are pleased with the development progress that Amgen - a leader in the biotechnology industry - continues to make with our fully human antibody technology," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "We believe that Amgen's proven product development experience has been key to their advancing the four UltiMAb antibodies into clinical trials."
Antwort auf Beitrag Nr.: 25.358.587 von Ville7 am 13.11.06 14:19:17Medarex to Get Milestone from Amgen and Illumina to Buy Solexa For About $600M
Biotechnology industry alert provided by U.S. Equity News. Biopharmaceteucal Medarex Inc. (Nasdaq:MEDX) said Monday it expects licensing partner Amgen Inc. to pay the company an unspecified milestone payment after an antibody advanced into clinical trials. The antibody was developed using Medarex's UltiMAb technology and is the fourth UltiMAb-derived antibody in clinical development by Amgen, a Thousand Oaks, Calif.-based Biotechnology Company. MedImmune (Nasdaq:MEDI) has filed an investigational new drug application with the Food and Drug Administration to start human studies of its cell culture-based flu vaccine as part of a five-year, $170 million contract with the U.S. Department of Health and Human Services. This flu vaccine would be produced through cell culture manufacturing techniques, replacing the decades-old method of using chicken eggs.
Illumina Inc. (NASDAQ:ILMN) said Monday it will buy Solexa Inc. for about $600 million. San Diego-based Illumina is offering about $14 a share in its stock for every share of Hayward-based Solexa (NASDAQ:SLXA). At Solexa's Friday closing price, the offer represents a 44 percent premium. Solexa shot up to $12.90 in midday trading upon the news. Illumina stock was down about 8 percent to $40.36. U.S. BioDefense, Inc. (OTC BB: UBDE) subsidiary Emergency Disaster Systems (EDS) launches its new e-commerce site www.EDisasterSystems.com to expand its services and products and increase its accessibility to current corporate clients and its retail customer base. For the last ten years EDS has focused primarily on providing its corporate clients like Toyota and Kaiser with innovative emergency preparedness technology.
About U.S. Equity News
U.S. Equity News provides information, resources and news services for investors of small-cap, micro-cap and emerging companies. U.S. Equity News distributes RSS news feeds and a free subscription-based newsletter available through its website at www.usequitynews.com.
U.S. Equity News is a financial news distribution service by Equity Solutions, Inc. (www.equityirsolutions.com) that provides a platform for public companies to disseminate important news to key Wall Street interest such as shareholders and new investors. Equity Solutions, Inc. can assist by providing an effective increase in the awareness of a public company's news, development and corporate story through its proprietary network and its financial portal.
Source: U.S. Equity News (November 14, 2006 - 9:30 AM EST)
http://www.investorvillage.com/smbd.asp?mb=248&pt=qn
Biotechnology industry alert provided by U.S. Equity News. Biopharmaceteucal Medarex Inc. (Nasdaq:MEDX) said Monday it expects licensing partner Amgen Inc. to pay the company an unspecified milestone payment after an antibody advanced into clinical trials. The antibody was developed using Medarex's UltiMAb technology and is the fourth UltiMAb-derived antibody in clinical development by Amgen, a Thousand Oaks, Calif.-based Biotechnology Company. MedImmune (Nasdaq:MEDI) has filed an investigational new drug application with the Food and Drug Administration to start human studies of its cell culture-based flu vaccine as part of a five-year, $170 million contract with the U.S. Department of Health and Human Services. This flu vaccine would be produced through cell culture manufacturing techniques, replacing the decades-old method of using chicken eggs.
Illumina Inc. (NASDAQ:ILMN) said Monday it will buy Solexa Inc. for about $600 million. San Diego-based Illumina is offering about $14 a share in its stock for every share of Hayward-based Solexa (NASDAQ:SLXA). At Solexa's Friday closing price, the offer represents a 44 percent premium. Solexa shot up to $12.90 in midday trading upon the news. Illumina stock was down about 8 percent to $40.36. U.S. BioDefense, Inc. (OTC BB: UBDE) subsidiary Emergency Disaster Systems (EDS) launches its new e-commerce site www.EDisasterSystems.com to expand its services and products and increase its accessibility to current corporate clients and its retail customer base. For the last ten years EDS has focused primarily on providing its corporate clients like Toyota and Kaiser with innovative emergency preparedness technology.
About U.S. Equity News
U.S. Equity News provides information, resources and news services for investors of small-cap, micro-cap and emerging companies. U.S. Equity News distributes RSS news feeds and a free subscription-based newsletter available through its website at www.usequitynews.com.
U.S. Equity News is a financial news distribution service by Equity Solutions, Inc. (www.equityirsolutions.com) that provides a platform for public companies to disseminate important news to key Wall Street interest such as shareholders and new investors. Equity Solutions, Inc. can assist by providing an effective increase in the awareness of a public company's news, development and corporate story through its proprietary network and its financial portal.
Source: U.S. Equity News (November 14, 2006 - 9:30 AM EST)
http://www.investorvillage.com/smbd.asp?mb=248&pt=qn
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1792716[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1792716[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1792716[/URL]
Herzlichen Glückwunsch Euch allen, die in Medx investiert sind. Ich bon 65% PLUS - allerdings nur in meiner watchlist hier bei w:o. Sche++se Einstieg verpasst.
Antwort auf Beitrag Nr.: 25.501.462 von rockdj am 18.11.06 08:47:19Es kommen auch wieder schwächere Tage. So wie heute..
Antwort auf Beitrag Nr.: 25.664.365 von Ville7 am 24.11.06 16:18:47Und ganz schwache so wie gestern und heute!
Antwort auf Beitrag Nr.: 25.766.214 von Isabartels am 28.11.06 11:47:04[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1810452[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1810452[/URL]
Naja, ein guter Lauf seit August korrigiert halt mal.
Die pipeline ist gestern nicht geschrumpft.....
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1810452[/URL]
Naja, ein guter Lauf seit August korrigiert halt mal.
Die pipeline ist gestern nicht geschrumpft.....
Antwort auf Beitrag Nr.: 25.766.457 von eck64 am 28.11.06 12:03:19Warum zum Teufel geht Medarex grad so ab? Nur wegen der neuen Präsentation???
Antwort auf Beitrag Nr.: 25.823.256 von mountainbiker am 30.11.06 13:07:19Angeblich Upgrade von Morgan Stanley auf Overweight mit Kursziel 22$.
Aber bisher nur Gerücht.
Aber bisher nur Gerücht.
Antwort auf Beitrag Nr.: 25.826.717 von Ville7 am 30.11.06 15:29:52 DJ Medarex Upped To Overweight By Morgan Stanley >MEDX
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10:07 a.m. 11/30/2006
(MORE TO FOLLOW) Dow Jones Newswires
11-30-06 1007ET
Copyright (c) 2006 Dow Jones & Company, Inc.
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10:07 a.m. 11/30/2006
(MORE TO FOLLOW) Dow Jones Newswires
11-30-06 1007ET
Copyright (c) 2006 Dow Jones & Company, Inc.
Pfizer boosts forecast for the year
Sees dramatic increase in late-stage drugs
By Angela Moore, MarketWatch
Last Update: 9:48 AM ET Nov 30, 2006
NEW YORK (MarketWatch) - Pfizer Inc. on Thursday raised its forecast for the year and said its late-stage drug portfolio would grow dramatically in the coming years.
Shares were up 1.4% at $27.44 in morning trading.
PFE, , ) is hosting a meeting with analysts and investors on Thursday to outline its pipeline and targets.
The news comes as the world's No. 1 drug maker works to streamline its operations and cut costs under a new chief executive. The company earlier this week said it planned to cut 20% of its U.S. sales force See full story.
At today's meeting, Pfizer said it will review the largest pipeline in the company's history. It now has more candidates, more trials, and more programs than it has ever had, a total of 242 programs spanning 11 therapeutic areas.
Pfizer said its scientists will describe 30 programs, with more than half being discussed for the first time at this meeting.
"We have momentum, very aggressive targets and breakthrough science virtually across the board. We have important research programs underway in atherosclerosis, oncology, diabetes, obesity, rheumatoid arthritis, HIV, schizophrenia, liver disease and Alzheimer's among others," said John LaMattina, President of Pfizer Global Research and Development.
LaMattina cited improved productivity for the company's ability to nearly triple its portfolio of new molecular entities since the beginning of the decade.
"We now expect that our Phase 3 portfolio will grow dramatically and may even triple from 2006 to 2009," he said. "This will give us a steady stream of new and important products from our internal development pipeline. We are targeting four a year -- starting in 2011."
The company raised its forecast for the year, citing a favorable trend in revenues and lower costs in the fourth quarter than it previously expected.
Pfizer now expects 2006 revenue to be slightly higher and costs to be slightly lower.
The company expects adjusted diluted earnings per share for 2006 to be at least $2.05 compared to its previous estimate of about $2 a share.
Analysts polled by Thomson First Call expect it to earn $2.02 a share for the year, on average. End of Story
Sees dramatic increase in late-stage drugs
By Angela Moore, MarketWatch
Last Update: 9:48 AM ET Nov 30, 2006
NEW YORK (MarketWatch) - Pfizer Inc. on Thursday raised its forecast for the year and said its late-stage drug portfolio would grow dramatically in the coming years.
Shares were up 1.4% at $27.44 in morning trading.
PFE, , ) is hosting a meeting with analysts and investors on Thursday to outline its pipeline and targets.
The news comes as the world's No. 1 drug maker works to streamline its operations and cut costs under a new chief executive. The company earlier this week said it planned to cut 20% of its U.S. sales force See full story.
At today's meeting, Pfizer said it will review the largest pipeline in the company's history. It now has more candidates, more trials, and more programs than it has ever had, a total of 242 programs spanning 11 therapeutic areas.
Pfizer said its scientists will describe 30 programs, with more than half being discussed for the first time at this meeting.
"We have momentum, very aggressive targets and breakthrough science virtually across the board. We have important research programs underway in atherosclerosis, oncology, diabetes, obesity, rheumatoid arthritis, HIV, schizophrenia, liver disease and Alzheimer's among others," said John LaMattina, President of Pfizer Global Research and Development.
LaMattina cited improved productivity for the company's ability to nearly triple its portfolio of new molecular entities since the beginning of the decade.
"We now expect that our Phase 3 portfolio will grow dramatically and may even triple from 2006 to 2009," he said. "This will give us a steady stream of new and important products from our internal development pipeline. We are targeting four a year -- starting in 2011."
The company raised its forecast for the year, citing a favorable trend in revenues and lower costs in the fourth quarter than it previously expected.
Pfizer now expects 2006 revenue to be slightly higher and costs to be slightly lower.
The company expects adjusted diluted earnings per share for 2006 to be at least $2.05 compared to its previous estimate of about $2 a share.
Analysts polled by Thomson First Call expect it to earn $2.02 a share for the year, on average. End of Story
Schreckliche 3-Monats-Performance.
Und dabei habe ich gemäß der Eck'schen Lehre schon ein lokales MOR-Tief zum Vergleich herangezogen. Trotzdem schafft es MOR nicht, den TecDAX (hellblau), den Nasdaq Biotechindex (ocker) oder die verbleibende Peergroup Medarex (dunkelgrün) zu schlagen. Und das alles nach Scheringwurf und so toller operativer Performance, nach dem ja angeblich so viel Kursnacholbedarf bestand. Traurig, traurig.
Und dabei habe ich gemäß der Eck'schen Lehre schon ein lokales MOR-Tief zum Vergleich herangezogen
. Trotzdem schafft es MOR nicht, den TecDAX (hellblau), den Nasdaq Biotechindex (ocker) oder die verbleibende Peergroup Medarex (dunkelgrün) zu schlagen. Und das alles nach Scheringwurf und so toller operativer Performance, nach dem ja angeblich so viel Kursnacholbedarf bestand. Traurig, traurig.
Antwort auf Beitrag Nr.: 25.829.497 von Ville7 am 30.11.06 17:05:28ups falscher Thread - sollte in den MOR Thread
Antwort auf Beitrag Nr.: 25.829.497 von Ville7 am 30.11.06 17:05:28Soll ich dein posting stehen lassen oder wegen absichtler Lügerei und userverarschung löschen lassen?
Und dabei habe ich gemäß der Eck\'schen Lehre schon ein lokales MOR-Tief zum Vergleich herangezogen
Das ist weit unterhalb aller Gürtellinien geposteter Schwachsinn, Lüge und Unterstellung. Es gibt dafür keinerlei Belege und ich lehne es grundsätzlich ab, solche auf Extrempunkte manipulierten Vergleiche zu machen. Weder vom hoch aus, um irgendwas besonders schlecht zu machen, als auch vom Tief aus. Das überlasse ich ville und seinem Spezi KlingerP, die gerne aus extrempunkten irgendwelche Vergleiche herleiten.
Das MOR keine tolle 3_Monatsperformance hat, dem stimme ich zu. Sie ist nämlich nur 0,7% besser als die performance des Nasi-Biotecs.
Auch hier griff ville zu seinem beliebten Mittel die performance eines Dollar-index bei gleichzeitiger Eurorallye mit einem Eurowert zu vergleichen.
3Monate schrecklicher MOR-Kurs in USD im Vergleich zu Nasi-Biotec:
Ville,
du musst es ja extrem nötig haben, dich mit so manipulativen Vergleichen selbst so bloss zu stellen.
Und hier noch dein chartvergleich auf 6 und 12-Monatssicht:
Gar schröcklich das ganze.
Und dabei habe ich gemäß der Eck\'schen Lehre schon ein lokales MOR-Tief zum Vergleich herangezogen
Das ist weit unterhalb aller Gürtellinien geposteter Schwachsinn, Lüge und Unterstellung. Es gibt dafür keinerlei Belege und ich lehne es grundsätzlich ab, solche auf Extrempunkte manipulierten Vergleiche zu machen. Weder vom hoch aus, um irgendwas besonders schlecht zu machen, als auch vom Tief aus. Das überlasse ich ville und seinem Spezi KlingerP, die gerne aus extrempunkten irgendwelche Vergleiche herleiten.
Das MOR keine tolle 3_Monatsperformance hat, dem stimme ich zu. Sie ist nämlich nur 0,7% besser als die performance des Nasi-Biotecs.
Auch hier griff ville zu seinem beliebten Mittel die performance eines Dollar-index bei gleichzeitiger Eurorallye mit einem Eurowert zu vergleichen.
3Monate schrecklicher MOR-Kurs in USD im Vergleich zu Nasi-Biotec:
Ville,
du musst es ja extrem nötig haben, dich mit so manipulativen Vergleichen selbst so bloss zu stellen.
Und hier noch dein chartvergleich auf 6 und 12-Monatssicht:
Gar schröcklich das ganze.
Moin,
der Esel muß irgendein Dopingmittel gefressen haben, der rennt ja richtig gut heute!
Morgan Stanley´s Empfehlung reicht dafür eigentlich garnicht, auch wenn als Ziel 22$ angegeben wurden...
Mal seh´n, was noch kommt!
Gruß q.
P.S.: Leider hatte ich ja 40% meiner Esel in MOR-Schnecken verwandelt :crydas liest der eck wieder nicht gern), aber vielleicht fressen die ja auch noch mal was aufputschendes!
der Esel muß irgendein Dopingmittel gefressen haben, der rennt ja richtig gut heute!
Morgan Stanley´s Empfehlung reicht dafür eigentlich garnicht, auch wenn als Ziel 22$ angegeben wurden...
Mal seh´n, was noch kommt!
Gruß q.
P.S.: Leider hatte ich ja 40% meiner Esel in MOR-Schnecken verwandelt :cry
das liest der eck wieder nicht gern), aber vielleicht fressen die ja auch noch mal was aufputschendes!
Upgrades Gives Medarex a Shot in the Arm
Thursday November 30, 2:19 pm ET
Medrex Shares Boosted After Morgan Stanley Upgrades on Outlook for Skin Cancer Drug
NEW YORK (AP) -- Shares of Medarex Inc. jumped Thursday after Morgan Stanley gave a vote of confidence to the company's developing cancer treatment for melanoma -- skin cancer.
Analyst Sapna Srivastava boosted the stock to "Overweight" from "Equal Weight" and its price target to $22 from $17, expecting late-stage second-line therapy trials for Medarex's anti-CTLA-4 drug ipilimumab as well as Pfizer Inc.'s ticilimumab, to show positive results.
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click here
Medarex shares rose 97 cents, or 7.7 percent, to $13.58 in afternoon trading on the Nasdaq.
"There is a potential for 10 percent to 32 percent upside above our new price target if these drugs work and the market is bigger than predicted," Srivatava said.
The analyst thought the stock could do even better if ipilimumab turns out to be the market leader, though ticilimumab is forecast to become the front-runner.
Srivastava pointed out there is no effective second-line treatment for melanoma currently available. A key concern is side effects, which include symptoms similar to those of autoimmune diseases.
"Although we are increasingly confident that physicians are becoming much more adept at handling the most common side effects of this class, it could still pose an issue," she said.
Late-stage clinical trial data for ipilimumab are expected in the middle of next year. Medarex is developing the drug with Bristol-Myers Squibb.
Thursday November 30, 2:19 pm ET
Medrex Shares Boosted After Morgan Stanley Upgrades on Outlook for Skin Cancer Drug
NEW YORK (AP) -- Shares of Medarex Inc. jumped Thursday after Morgan Stanley gave a vote of confidence to the company's developing cancer treatment for melanoma -- skin cancer.
Analyst Sapna Srivastava boosted the stock to "Overweight" from "Equal Weight" and its price target to $22 from $17, expecting late-stage second-line therapy trials for Medarex's anti-CTLA-4 drug ipilimumab as well as Pfizer Inc.'s ticilimumab, to show positive results.
ADVERTISEMENT
click here
Medarex shares rose 97 cents, or 7.7 percent, to $13.58 in afternoon trading on the Nasdaq.
"There is a potential for 10 percent to 32 percent upside above our new price target if these drugs work and the market is bigger than predicted," Srivatava said.
The analyst thought the stock could do even better if ipilimumab turns out to be the market leader, though ticilimumab is forecast to become the front-runner.
Srivastava pointed out there is no effective second-line treatment for melanoma currently available. A key concern is side effects, which include symptoms similar to those of autoimmune diseases.
"Although we are increasingly confident that physicians are becoming much more adept at handling the most common side effects of this class, it could still pose an issue," she said.
Late-stage clinical trial data for ipilimumab are expected in the middle of next year. Medarex is developing the drug with Bristol-Myers Squibb.
Antwort auf Beitrag Nr.: 25.831.394 von quepos am 30.11.06 18:01:07quepos,
da hast du es dann schlechter als ville getimed.
Im Laufe der letzten Jahre hatten Medx und MOR immer wieder die gleiche performance. Auch wenn sie auf Mehrmonatssicht zuweilen deutlich auseinander gedriftet waren, haben sie sich immer wieder gegenseitig aufgeholt.
Also: Wenn schon, dann Teile der MORs verkaufen, wenn sie MEDX ordentlich vorgelaufen sind und in Medx umschichten und umgekehrt. Da hätte sich zumindest in der Vergangeheit doch manches Extraprozentle rausquetschen lassen.
Die letzten Monate hat MEDX die bessere perfomance als MOR, aber auf Jeahressicht gerade erst MOR eingeholt. Sollte MEDX jetzt auch noch auf Jahressicht ein gutes Stück an MOR vorbeiziehen, dann wäre möglicherweise so ein Moment gekommen.
Ansonsten schätze ich dich als geduldigen Anleger ein. Deine MOR-Schnecken werden auch mal wieder zu Renn-Schnecken.
da hast du es dann schlechter als ville getimed.
Im Laufe der letzten Jahre hatten Medx und MOR immer wieder die gleiche performance. Auch wenn sie auf Mehrmonatssicht zuweilen deutlich auseinander gedriftet waren, haben sie sich immer wieder gegenseitig aufgeholt.
Also: Wenn schon, dann Teile der MORs verkaufen, wenn sie MEDX ordentlich vorgelaufen sind und in Medx umschichten und umgekehrt. Da hätte sich zumindest in der Vergangeheit doch manches Extraprozentle rausquetschen lassen.
Die letzten Monate hat MEDX die bessere perfomance als MOR, aber auf Jeahressicht gerade erst MOR eingeholt. Sollte MEDX jetzt auch noch auf Jahressicht ein gutes Stück an MOR vorbeiziehen, dann wäre möglicherweise so ein Moment gekommen.
Ansonsten schätze ich dich als geduldigen Anleger ein. Deine MOR-Schnecken werden auch mal wieder zu Renn-Schnecken.
Fakten:
Genmab-Kurs steigt stark.
Knapp 20% davon gehören MEDX.
Gerüchte:
Ein Übernahmeangebot zu ca. 400 DK (ca. 53 Euro) soll vorbereitet werden.
(Das wären allein 700 Mio USD für MEDX. Oder 42% der aktuellen Marktkapitalisierung von MEDX.)
Antwort auf Beitrag Nr.: 25.840.587 von eck64 am 30.11.06 22:12:15Hallo eck64,
weiß zwar nicht, wie andere es gemacht haben, aber was mein timing bei MEDX angeht, wiil ich nicht meckern, immerhin habe ich mit drei Käufen im Sommer einen Einstiegskurs von durchschnittlich 7,23€ erreicht, und jetzt für durchschnittlich 9,90€ verkauft, das sind knapp 40% Gewinn. Der Fehler war nur der Kauf von MOR jetzt für 48 und 47.
Aber in der Tat habe ich Geduld, außerdem hatte ich ja auch schon zu 35 und später noch mal zu 42 zugegriffen, ich trade immer ein bisschen hin und her, mag aber (genau wie bei Medarex) nie ganz "besitzlos" sein. Ärgert mich immer noch, dass ich damals ABGX in der Region von 10$ nicht gekauft hatte, obwohl ich schon buchstäblich den "Finger am Abzug" bzw. an der Maustaste hatte.
Kann ja manchmal sehr schnell gehen.
Habe außerdem ja immer noch eine ziemlich große Position MEDX, aber sie war halt zu groß geworden; es gibt ja manchmal auch ziemlich üble Überraschungen, das Risiko wollte ich etwas verkleinern.
Gruß q.
P.S.: Vielleicht übernimmt ja MEDX Genmab und Lisa wird die neue Chefin...
Nein, das war nur ein joke.
weiß zwar nicht, wie andere es gemacht haben, aber was mein timing bei MEDX angeht, wiil ich nicht meckern, immerhin habe ich mit drei Käufen im Sommer einen Einstiegskurs von durchschnittlich 7,23€ erreicht, und jetzt für durchschnittlich 9,90€ verkauft, das sind knapp 40% Gewinn
. Der Fehler war nur der Kauf von MOR jetzt für 48 und 47.Aber in der Tat habe ich Geduld, außerdem hatte ich ja auch schon zu 35 und später noch mal zu 42 zugegriffen, ich trade immer ein bisschen hin und her, mag aber (genau wie bei Medarex) nie ganz "besitzlos" sein. Ärgert mich immer noch, dass ich damals ABGX in der Region von 10$ nicht gekauft hatte, obwohl ich schon buchstäblich den "Finger am Abzug" bzw. an der Maustaste hatte.
Kann ja manchmal sehr schnell gehen.
Habe außerdem ja immer noch eine ziemlich große Position MEDX, aber sie war halt zu groß geworden; es gibt ja manchmal auch ziemlich üble Überraschungen, das Risiko wollte ich etwas verkleinern.
Gruß q.
P.S.: Vielleicht übernimmt ja MEDX Genmab
und Lisa wird die neue Chefin...Nein, das war nur ein joke.
Moin,
nochmal im Ernst:
Das Gerücht Übernahme von Genmab durch Roche gewinnt für mich immer mehr Kontur. Es passen viele Steinchen einfach zusammen, auch die Kursbewegung von MEDX von Donnerstag und Genmab am Freitag passen auf einmal zusammen, die Gerüchte nehmen zu, und ich achte seit längerer Zeit auch immer auf die Gerüchte, da sie doch gar nicht mal so selten wahr werden.
We´ll see, who dares wins, it will all be history soon oder auch hakuna matata!
Gruß q.
nochmal im Ernst:
Das Gerücht Übernahme von Genmab durch Roche gewinnt für mich immer mehr Kontur. Es passen viele Steinchen einfach zusammen, auch die Kursbewegung von MEDX von Donnerstag und Genmab am Freitag passen auf einmal zusammen, die Gerüchte nehmen zu, und ich achte seit längerer Zeit auch immer auf die Gerüchte, da sie doch gar nicht mal so selten wahr werden.
We´ll see, who dares wins, it will all be history soon oder auch hakuna matata!
Gruß q.
Antwort auf Beitrag Nr.: 25.892.264 von quepos am 02.12.06 21:08:33Wo ist das Gerücht her? Roche, die Genentechmuter kauft sich Genmab, wobei da eine starke Verflechtung zu Medarex besteht?
Aber klar: Solche Kurssprünge geben einem immer zu denken.
Aber klar: Solche Kurssprünge geben einem immer zu denken.
Genmab Up 5.9% On Takeover Talk >GEN.KO
Friday, December 01, 2006 7:52:45 AM ET
Dow Jones Newswires
1138 GMT [Dow Jones] Genmab (GEN.KO) trades +5.9% at DKK287.50 on talk it is subject to a DKK400 per share takeover target. Code Securities analyst Samir Devani says Genmab is a quite attractive asset and may have encountered a potential buyer during ongoing partnership discussions for its HuMax-CD20 project. He says it would be attractive to many pharmaceuticals considering HuMax-CD20 is one of the biggest biotech pipeline projects in Europe. He mentions Roche (RHHBY) as a potential buyer, considering it already collaborates with the company. Has hold recommendation on the share. Genmab wasn't immediately available for a comment. (MKR)
Friday, December 01, 2006 7:52:45 AM ET
Dow Jones Newswires
1138 GMT [Dow Jones] Genmab (GEN.KO) trades +5.9% at DKK287.50 on talk it is subject to a DKK400 per share takeover target. Code Securities analyst Samir Devani says Genmab is a quite attractive asset and may have encountered a potential buyer during ongoing partnership discussions for its HuMax-CD20 project. He says it would be attractive to many pharmaceuticals considering HuMax-CD20 is one of the biggest biotech pipeline projects in Europe. He mentions Roche (RHHBY) as a potential buyer, considering it already collaborates with the company. Has hold recommendation on the share. Genmab wasn't immediately available for a comment. (MKR)
09:28 MEDX Medarex: Nexavar failure an incremental positive for Medarex's MDX-010 - JP Morgan (13.57 )
J.P. Morgan notes that ONXX and Bayer Pharma (BAY) announced that Nexavar failed to meet the primary endpoint of its phase III trial in 2nd-line metastatic melanoma. Firm believes that the news is incrementally positive for MEDX, as ONXX is now unlikely to surface as a competitor in the melanoma space in the near or longer term.
source: Briefing.com
J.P. Morgan notes that ONXX and Bayer Pharma (BAY) announced that Nexavar failed to meet the primary endpoint of its phase III trial in 2nd-line metastatic melanoma. Firm believes that the news is incrementally positive for MEDX, as ONXX is now unlikely to surface as a competitor in the melanoma space in the near or longer term.
source: Briefing.com
Antwort auf Beitrag Nr.: 25.892.264 von quepos am 02.12.06 21:08:33nicht auf gerüchte hören . Die Charttechnik spricht Bände bzw schwarze Bollingerbände KAAAAAAAUUUUUUFFFFFFFFFFEEEEENNNNN!!!!!
GENMAB’S PARTNER ROCHE IDENTIFIES DISEASE AREAS ADDRESSED IN COLLABORATION
Copenhagen, Denmark; December 5, 2006 – Genmab A/S (CSE: GEN) announced today that the company’s partner Roche has named the disease areas for the antibody programs developed with Genmab. These include inflammation, oncology, respiratory and vascular diseases. The antibodies are primarily at the pre-clinical stage with one in Phase I development. The development of one of the programs is carried out in collaboration with one of the world’s largest biotech companies, the American company Genentech, where Roche owns a majority stake.
This information was presented today at The European Antibody Congress 2006 (Lyon, France) in a joint presentation between Monique Huser, Global Alliance Director, Research and Technologies Roche and Genmab’s Chief Scientific Officer, Prof. Jan van de Winkel. The talks focused on building a successful collaboration in antibody development and sustaining a productive partnership.
Copenhagen, Denmark; December 5, 2006 – Genmab A/S (CSE: GEN) announced today that the company’s partner Roche has named the disease areas for the antibody programs developed with Genmab. These include inflammation, oncology, respiratory and vascular diseases. The antibodies are primarily at the pre-clinical stage with one in Phase I development. The development of one of the programs is carried out in collaboration with one of the world’s largest biotech companies, the American company Genentech, where Roche owns a majority stake.
This information was presented today at The European Antibody Congress 2006 (Lyon, France) in a joint presentation between Monique Huser, Global Alliance Director, Research and Technologies Roche and Genmab’s Chief Scientific Officer, Prof. Jan van de Winkel. The talks focused on building a successful collaboration in antibody development and sustaining a productive partnership.
Copenhagen, Denmark; December 5, 2006 – Genmab A/S (CSE: GEN) announced
today positive results from an interim analysis of the first 100 patients in the ongoing
Phase II rheumatoid arthritis (RA) study. A statistically significant proportion of patients
on active treatment obtained a 20% improvement of the American College of
Rheumatology (ACR) response compared to patients treated with placebo.
Correspondingly, in all groups treated with HuMax-CD20, a greater proportion of
patients benefited from moderate or good EULAR responses compared to placebo.
Rates of overall adverse events were comparable between the 3 groups of patients
receiving HuMax-CD20 these were primarily infusion related and do not limit plans for
continued development. Serious infections among treated patients were confined to one
event of bronchopneumonia in the 300 mg dose group.
With this data in hand, Genmab will start planning Phase III studies. These studies are
expected to begin in 2007.
“The interim data are comparable to the Phase I/II RA data trial released earlier this year
and support our plan to move into Phase III with HuMax-CD20 in RA,” said Lisa N.
Drakeman, Ph.D., Chief Executive Officer of Genmab. “Our fully human antibody
should be suitable for treating chronically ill patients and we look forward to continued
development of this potential alternative to available treatments.”
There are 226 patients enrolled in the Phase II study which completed accrual in
September. Genmab expects to present results for the full Phase II study during the first
half of 2007. This analysis was carried out to assist in decision making and planning for
the expected Phase III studies in RA.
today positive results from an interim analysis of the first 100 patients in the ongoing
Phase II rheumatoid arthritis (RA) study. A statistically significant proportion of patients
on active treatment obtained a 20% improvement of the American College of
Rheumatology (ACR) response compared to patients treated with placebo.
Correspondingly, in all groups treated with HuMax-CD20, a greater proportion of
patients benefited from moderate or good EULAR responses compared to placebo.
Rates of overall adverse events were comparable between the 3 groups of patients
receiving HuMax-CD20 these were primarily infusion related and do not limit plans for
continued development. Serious infections among treated patients were confined to one
event of bronchopneumonia in the 300 mg dose group.
With this data in hand, Genmab will start planning Phase III studies. These studies are
expected to begin in 2007.
“The interim data are comparable to the Phase I/II RA data trial released earlier this year
and support our plan to move into Phase III with HuMax-CD20 in RA,” said Lisa N.
Drakeman, Ph.D., Chief Executive Officer of Genmab. “Our fully human antibody
should be suitable for treating chronically ill patients and we look forward to continued
development of this potential alternative to available treatments.”
There are 226 patients enrolled in the Phase II study which completed accrual in
September. Genmab expects to present results for the full Phase II study during the first
half of 2007. This analysis was carried out to assist in decision making and planning for
the expected Phase III studies in RA.
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20 Day Bollinger Bands - Buy
Short Term Indicators Average: 100% - Buy
20-Day Average Volume - 1460580
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20 - 100 Day MACD Oscillator - Buy
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50-Day Average Volume - 1213680
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Price Support Pivot Point Resistance
14.41 13.90 14.33 14.76
http://quotes.barchart.com/texpert.asp?sym=medx
Trend Spotter TM Buy
Short Term Indicators
7 Day Average Directional Indicator - Buy
10 - 8 Day Moving Average Hilo Channel - Buy
20 Day Moving Average vs Price - Buy
20 - 50 Day MACD Oscillator - Buy
20 Day Bollinger Bands - Buy
Short Term Indicators Average: 100% - Buy
20-Day Average Volume - 1460580
Medium Term Indicators
40 Day Commodity Channel Index - Buy
50 Day Moving Average vs Price - Buy
20 - 100 Day MACD Oscillator - Buy
50 Day Parabolic Time/Price - Buy
Medium Term Indicators Average: 100% - Buy
50-Day Average Volume - 1213680
Long Term Indicators
60 Day Commodity Channel Index - Buy
100 Day Moving Average vs Price - Buy
50 - 100 Day MACD Oscillator - Buy
Long Term Indicators Average: 100% - Buy
100-Day Average Volume - 1021730
Overall Average: 100% - Buy
Price Support Pivot Point Resistance
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Antwort auf Beitrag Nr.: 25.966.775 von bernie55 am 06.12.06 10:50:53..dann hoffen wir mal, dass dann auch die Prognose vom 5.12.06 von stock100.com zutrifft....
Der ist doch von medx?
Schering-Plough drug trial suspended - analyst
Wed Dec 6, 2006 10:51am ET30
Schering-Plough drug trial suspended - analyst
NEW YORK, Dec 6 (Reuters) - Late-stage trials of an experimental rhematoid arthritis drug being developed by Schering-Plough Corp. (SGP.N: Quote, Profile , Research) and Johnson & Johnson (JNJ.N: Quote, Profile , Research) have been suspended, but problems that led to the suspension could soon be resolved, a Prudential Equity analyst said on Wednesday.
The drug, called golimumab, would be sold in the United States by Johnson & Johnson and overseas by Schering-Plough. It is part of the same partnership under which the companies sell Remicade, one of the world's top-selling treatments for the potentially crippling form of arthritis.
Prudential analyst Tim Anderson said the suspension relates to Phase III trials that are evaluating injections of golimumab.
"As worrisome as this may initially appear, we understand it is related to a temporary glitch in logistics and the provision of clinical supplies to trial sites -- it is not related to manufacturing of the underlying drug," Anderson said in a research note.
Anderson said the situation apparently could be fixed "in the not-so-distant future, but until then, all further enrollment has been suspended."
Schering-Plough drug trial suspended - analyst
Wed Dec 6, 2006 10:51am ET30
Schering-Plough drug trial suspended - analyst
NEW YORK, Dec 6 (Reuters) - Late-stage trials of an experimental rhematoid arthritis drug being developed by Schering-Plough Corp. (SGP.N: Quote, Profile , Research) and Johnson & Johnson (JNJ.N: Quote, Profile , Research) have been suspended, but problems that led to the suspension could soon be resolved, a Prudential Equity analyst said on Wednesday.
The drug, called golimumab, would be sold in the United States by Johnson & Johnson and overseas by Schering-Plough. It is part of the same partnership under which the companies sell Remicade, one of the world's top-selling treatments for the potentially crippling form of arthritis.
Prudential analyst Tim Anderson said the suspension relates to Phase III trials that are evaluating injections of golimumab.
"As worrisome as this may initially appear, we understand it is related to a temporary glitch in logistics and the provision of clinical supplies to trial sites -- it is not related to manufacturing of the underlying drug," Anderson said in a research note.
Anderson said the situation apparently could be fixed "in the not-so-distant future, but until then, all further enrollment has been suspended."
Glaube ja, Partner Centocor, Milestone/Royalities Zahlungen, was glaubt ihr bedeutet das heute für den Kurs?
Jep, das ist ein Phase III Produkt aus der Medarex Pipeline!
CNTO 148 (golimumab)
anti-TNFα Inflammation Phase III Centocor
Milestones/Royalties
Aber keine Panik, die haben nur Lieferschwierigkeiten scheint es.
Artikel:
Drug-trial enrollment suspended over distribution issue
Wednesday December 6, 1:10 pm ET
Centocor Inc. temporarily suspended enrollment in a late-stage clinical trial of an experimental arthritis drug because of distribution problems that have prevented some testing sites from getting the product.
The drug, called Golimumab, is being developed in a partnership with Schering-Plough Corp. (NYSE:SGP - News) of Kenilworth, N.J.
Officials at Centocor in Horsham, Pa., said the distribution problems are expected to be fixed next month.
Centocor is a subsidiary of Johnson & Johnson (NYSE:JNJ - News) of New Brunswick, N.J.
Published December 6, 2006 by the Philadelphia Business Journal
CNTO 148 (golimumab)
anti-TNFα Inflammation Phase III Centocor
Milestones/Royalties
Aber keine Panik, die haben nur Lieferschwierigkeiten scheint es.
Artikel:
Drug-trial enrollment suspended over distribution issue
Wednesday December 6, 1:10 pm ET
Centocor Inc. temporarily suspended enrollment in a late-stage clinical trial of an experimental arthritis drug because of distribution problems that have prevented some testing sites from getting the product.
The drug, called Golimumab, is being developed in a partnership with Schering-Plough Corp. (NYSE:SGP - News) of Kenilworth, N.J.
Officials at Centocor in Horsham, Pa., said the distribution problems are expected to be fixed next month.
Centocor is a subsidiary of Johnson & Johnson (NYSE:JNJ - News) of New Brunswick, N.J.
Published December 6, 2006 by the Philadelphia Business Journal
Fast Track Status für MEDX-010 !!
Press Release Source: Medarex, Inc.
Medarex Announces FDA Fast Track Designations for Ipilimumab for the Treatment of Metastatic Melanoma; Fast Track Designations for First-Line Use in Combination With Chemotherapy and Second-Line Use as Monotherapy
Thursday December 7, 6:00 am ET
PRINCETON, N.J., Dec. 7 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) today announced that the U.S. Food and Drug Administration (FDA) has granted Fast Track designation for ipilimumab (also known as MDX- 010) used in combination with chemotherapy (dacarbazine) in previously untreated (first-line) metastatic melanoma patients. The FDA also has granted Fast Track designation for ipilimumab used as a monotherapy in previously treated (second-line) metastatic melanoma patients.
Under the FDA Modernization Act of 1997, designation as a Fast Track product for a new drug or biological product means that the FDA has determined that the drug or biologic is intended for the treatment of a serious or life- threatening condition and demonstrates the potential to address unmet medical needs for such a condition, and that the FDA will facilitate the clinical development and expedite the review of a Biologics License Application for the product.
"We are pleased with the Fast Track designations as we continue to work with our partner Bristol-Myers Squibb to advance the development of ipilimumab, and we believe that ipilimumab has the potential to play an important role in the fight against cancer," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex.
Press Release Source: Medarex, Inc.
Medarex Announces FDA Fast Track Designations for Ipilimumab for the Treatment of Metastatic Melanoma; Fast Track Designations for First-Line Use in Combination With Chemotherapy and Second-Line Use as Monotherapy
Thursday December 7, 6:00 am ET
PRINCETON, N.J., Dec. 7 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) today announced that the U.S. Food and Drug Administration (FDA) has granted Fast Track designation for ipilimumab (also known as MDX- 010) used in combination with chemotherapy (dacarbazine) in previously untreated (first-line) metastatic melanoma patients. The FDA also has granted Fast Track designation for ipilimumab used as a monotherapy in previously treated (second-line) metastatic melanoma patients.
Under the FDA Modernization Act of 1997, designation as a Fast Track product for a new drug or biological product means that the FDA has determined that the drug or biologic is intended for the treatment of a serious or life- threatening condition and demonstrates the potential to address unmet medical needs for such a condition, and that the FDA will facilitate the clinical development and expedite the review of a Biologics License Application for the product.
"We are pleased with the Fast Track designations as we continue to work with our partner Bristol-Myers Squibb to advance the development of ipilimumab, and we believe that ipilimumab has the potential to play an important role in the fight against cancer," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex.
Antwort auf Beitrag Nr.: 25.995.336 von Ville7 am 07.12.06 13:37:14...... aktuell ein Plus von 5,84 % = 15,22 USD in den USA....
Moin,
fast track für das Zugpferd, oder besser gesagt den Zugesel MDX 010, ist natürlich eine gute Meldung. Dennoch ist die Kursreaktion fast zu hoch, "fast track" war fast zu erwarten (wie bei den meisten Medikamenten gegen gefährliche Krebsarten.
Der gute Anstieg mit viel Volumen ist wohl auch immer noch auf das Zusammenwirken vieler Kräfte (ciao Drakeman, option scandal löst sich irgendwannn, Upgrades, nicht eingepreistes etc.) zurückzuführen.
Dennoch:
Hat sich auch heute wieder gelohnt.
Über Moorschnucken (bzw. MOR-Schnecken) hatte ich mich ja schon geäußert, schade war teuer, aber ich meckere nicht weiter.
Gruß q.
P.S.: (Nach Kommentaren in den Esel- und Schneckenboards): Ob "hu" oder "mu", danach kräht am Ende kein Hahn!
fast track für das Zugpferd, oder besser gesagt den Zugesel MDX 010, ist natürlich eine gute Meldung. Dennoch ist die Kursreaktion fast zu hoch, "fast track" war fast zu erwarten (wie bei den meisten Medikamenten gegen gefährliche Krebsarten.
Der gute Anstieg mit viel Volumen ist wohl auch immer noch auf das Zusammenwirken vieler Kräfte (ciao Drakeman, option scandal löst sich irgendwannn, Upgrades, nicht eingepreistes etc.) zurückzuführen.
Dennoch:
Hat sich auch heute wieder gelohnt.
Über Moorschnucken (bzw. MOR-Schnecken) hatte ich mich ja schon geäußert, schade
war teuer, aber ich meckere nicht weiter.Gruß q.
P.S.: (Nach Kommentaren in den Esel- und Schneckenboards): Ob "hu" oder "mu", danach kräht am Ende kein Hahn!
Antwort auf Beitrag Nr.: 26.010.060 von quepos am 07.12.06 22:53:50quecos, der Treiber für den Kurs ist nicht alleine Fast-Track für MEDX-010 sondern die Spekualtion auf eine Übernahme von Genmab, an denen MEDX zu 19% beteiligt ist:
Genmabs MK ist derzeit 1,83 Milliarden EUR, MEDX MK ist bei 1,41 Milliarden Euro. Der Anteil an Genmab ist derzeit alleine 0,35 Milliarden Euro oder 25% wert.
Genmabs MK ist derzeit 1,83 Milliarden EUR, MEDX MK ist bei 1,41 Milliarden Euro. Der Anteil an Genmab ist derzeit alleine 0,35 Milliarden Euro oder 25% wert.
Antwort auf Beitrag Nr.: 26.020.862 von Ville7 am 08.12.06 13:05:29...und die 16.00 USD Line ist durchbrochen.....
Antwort auf Beitrag Nr.: 26.028.384 von bernie55 am 08.12.06 17:37:2516,13 USD - 16,15 USD
...langsam wirds unheimlich....
...langsam wirds unheimlich....
Heute der Nachbrenner, weil bei J&J doch alles nicht so wild ist?
J&J to take short break in enrollment of subjects in trial of arthritis drug
Thursday, December 07, 2006
Johnson & Johnson yesterday confirmed a hiccup in its clinical trials for golimumab, a treatment for rheumatoid arthritis.
The New Brunswick health-care giant has stopped enrollment in some Phase III trials because one of its vendors has been unable to distribute the drug in a timely way to some test sites.
The problem has nothing to do with manufacturing or safety is sues, said Michael Parks, a spokesman for Centacor, the Johnson & Johnson subsidiary that is developing the drug.
"We intend to resolve the issue as quickly as possible," Parks said, adding that enrollment could re sume as early as mid-January.
Because the company is ahead of schedule in enrollment for the clinical trials, there will be no im pact on regulatory timetable, Parks said.
The progress of golimumab is important for two other New Jersey companies. Schering-Plough, based in Kenilworth, has marketing rights for the drug outside of the United States. And Medarex, a Princeton biotechnology company that licensed some of its antibody technology to J&J, is in line for payments tied to development milestones, as well as royalties.
Prudential Equity analyst Timothy Anderson estimates Schering- Plough alone could reap $300 million in sales from the drug in 2010.
-- Jeff May
J&J to take short break in enrollment of subjects in trial of arthritis drug
Thursday, December 07, 2006
Johnson & Johnson yesterday confirmed a hiccup in its clinical trials for golimumab, a treatment for rheumatoid arthritis.
The New Brunswick health-care giant has stopped enrollment in some Phase III trials because one of its vendors has been unable to distribute the drug in a timely way to some test sites.
The problem has nothing to do with manufacturing or safety is sues, said Michael Parks, a spokesman for Centacor, the Johnson & Johnson subsidiary that is developing the drug.
"We intend to resolve the issue as quickly as possible," Parks said, adding that enrollment could re sume as early as mid-January.
Because the company is ahead of schedule in enrollment for the clinical trials, there will be no im pact on regulatory timetable, Parks said.
The progress of golimumab is important for two other New Jersey companies. Schering-Plough, based in Kenilworth, has marketing rights for the drug outside of the United States. And Medarex, a Princeton biotechnology company that licensed some of its antibody technology to J&J, is in line for payments tied to development milestones, as well as royalties.
Prudential Equity analyst Timothy Anderson estimates Schering- Plough alone could reap $300 million in sales from the drug in 2010.
-- Jeff May
Antwort auf Beitrag Nr.: 26.020.862 von Ville7 am 08.12.06 13:05:29Moin,
ja ist schon richtig, dass Genmab eine treibende Kraft ist (schrieb ich ja auch hier am 2.12.), aber allein reicht das eben auch nicht aus, genausowenig wie die MS-Empfehlung und fast-track, ist eben halt eine Summe von Faktoren.
Rennesel!
Und gerade erst gesehen:
Rennschnucken!
Gruß q.
ja ist schon richtig, dass Genmab eine treibende Kraft ist (schrieb ich ja auch hier am 2.12.), aber allein reicht das eben auch nicht aus, genausowenig wie die MS-Empfehlung und fast-track, ist eben halt eine Summe von Faktoren.
Rennesel!
Und gerade erst gesehen:
Rennschnucken!
Gruß q.
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1832873[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1832873[/URL]
Die starke Mehrjahres-Zone bei 11,5 bis 12 ist erneut geknackt. Und Medx ist mit sehr starkem Lauf wieder direkt an die 16 hingestiegen. Gleich drüber ohne Zwischenkonsi wäre extrem stark. Kann das gut gehen?
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1832873[/URL]
Die starke Mehrjahres-Zone bei 11,5 bis 12 ist erneut geknackt. Und Medx ist mit sehr starkem Lauf wieder direkt an die 16 hingestiegen. Gleich drüber ohne Zwischenkonsi wäre extrem stark. Kann das gut gehen?
Antwort auf Beitrag Nr.: 26.073.848 von eck64 am 10.12.06 10:46:07Wirf deine CT weg! 2007/2008 ist für MEDX das Jahr der Ernte und /oder Übernahme. MEDX wird aus dem CT Korsett ausbrechen - Frage ist nur: wann?
MEDX wird aus dem CT Korsett ausbrechen - Frage ist nur: wann?
Antwort auf Beitrag Nr.: 26.075.646 von Ville7 am 10.12.06 12:10:59Ja klar, CT wegwerfen.
Hat Jahrelang wunderbar funktioniert, und nun, wo bei Ausbruch über 16 die nächste charttechnische Erntephase "droht" soll ich sie wegwerfen.....
Der nächste Ausbruch hat dann gleich Potential bis 25 oder 30 USD:
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1833067[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1833067[/URL]
Zufälligerweise genau das richtige Niveau für eine Übernahmespekulation oder das einpreisen der ersten Marktzulassungspotentiale.
Klar schmeißt man charttechnik weg, wenn sie denn schon so sauber funktioniert.....
Hat Jahrelang wunderbar funktioniert, und nun, wo bei Ausbruch über 16 die nächste charttechnische Erntephase "droht" soll ich sie wegwerfen.....
Der nächste Ausbruch hat dann gleich Potential bis 25 oder 30 USD:
[URL
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1833067[/URL]
Zufälligerweise genau das richtige Niveau für eine Übernahmespekulation oder das einpreisen der ersten Marktzulassungspotentiale.
Klar schmeißt man charttechnik weg, wenn sie denn schon so sauber funktioniert.....
Ville meckert immer was solls
was solls
Lücke schließen und auf der anderen Seite ausbauen
ville, 3 Gaps bis unter 13.
Gibts noch die Gelegenheit unter 13 USD?
Gibts noch die Gelegenheit unter 13 USD?
Antwort auf Beitrag Nr.: 26.164.094 von eck64 am 14.12.06 00:07:21Wie ich vor Tagen sagte kann uns bei MEDX möglicherweise eine Korrektur nochmal an die 12,x Dollar heranführen. Das wäre für Interessierte eine mögliche Kaufgelegenheit. Aber keiner weiss wie es kommt..
Antwort auf Beitrag Nr.: 26.164.916 von Ville7 am 14.12.06 01:56:51Wie ich vor Tagen sagte
Oder dachte?
Immerhin sind das satte 20% von der Spitze runter. Allerdings gings auch extrem schnell hoch.....
Oder dachte?
Immerhin sind das satte 20% von der Spitze runter. Allerdings gings auch extrem schnell hoch.....
Nachricht zu drug
MDX-010 (ipilimumab)
anti-CTLA4 Melanoma, Other Cancers Phase III Bristol-Myers Squibb
Co-promote/Profit share
Zulassungsantrag wird Ende 2007 oder 2008 eingereicht werden.
------------------------------------------------------------
Nachricht:
Bristol aims for 3 new cancer drugs in 2007
Drugmaker says it will seek approval for drugs aimed at treating melanoma, breast cancer and bladder cancer.
December 14 2006: 4:44 PM EST
NEW YORK (Reuters) -- Bristol-Myers Squibb said Thursday it could seek approval for as many as three new cancer drugs by next year, including treatments for melanoma and cancers of the breast and bladder.
The company said it plans to seek approval next year for breast cancer drug ixabepilone and to seek approvals by late 2007 or 2008 for bladder cancer treatment vinflunine and melanoma drug ipilimumab.
The timelines were given at a media tour of the company's oncology laboratories in New Brunswick, New Jersey, by Robert Kramer, vice president of oncology and immunology drug discovery.
Kramer singled out ipilimumab as perhaps the most exciting of the three drugs, noting that current treatments for melanoma, such as interferon, have only minimal effectiveness.
"Ipilimumab would be an advance over current treatments," he said, noting that the medicine is designed to put a brake on a protein that hampers the immune system.
Merck offers peek into product pipeline
Bristol has partnered with biotechnology company Medarex Inc. (Charts) in the development of ipilimumab.
Wall Street already expects another new Bristol cancer drug, Sprycel for leukemia, to be an important sales driver. Morgan Stanley analyst Jami Rubin earlier this month forecast that sales of Sprycel, which won U.S. approval in June, would reach $750 million by 2010.
Bristol officials said Thursday that the development of Sprycel was a major achievement and that the drug had been brought to market in near-record time.
Bristol is also seeking to expand the use of another cancer drug, Erbitux, which it markets in partnership with ImClone Systems Inc. (Charts) for colon cancer and head and neck cancer.
Erbitux sales jumped 64 percent to $175 million in the third quarter, although Amgen Inc.'s (Charts) recently approved Vectibix threatens to erode Erbitux's market share.
Bristol-Myers (up $0.08 to $25.59, Charts) shares were up slightly in late-afternoon trading on the New York Stock Exchange.
MDX-010 (ipilimumab)
anti-CTLA4 Melanoma, Other Cancers Phase III Bristol-Myers Squibb
Co-promote/Profit share
Zulassungsantrag wird Ende 2007 oder 2008 eingereicht werden.
------------------------------------------------------------
Nachricht:
Bristol aims for 3 new cancer drugs in 2007
Drugmaker says it will seek approval for drugs aimed at treating melanoma, breast cancer and bladder cancer.
December 14 2006: 4:44 PM EST
NEW YORK (Reuters) -- Bristol-Myers Squibb said Thursday it could seek approval for as many as three new cancer drugs by next year, including treatments for melanoma and cancers of the breast and bladder.
The company said it plans to seek approval next year for breast cancer drug ixabepilone and to seek approvals by late 2007 or 2008 for bladder cancer treatment vinflunine and melanoma drug ipilimumab.
The timelines were given at a media tour of the company's oncology laboratories in New Brunswick, New Jersey, by Robert Kramer, vice president of oncology and immunology drug discovery.
Kramer singled out ipilimumab as perhaps the most exciting of the three drugs, noting that current treatments for melanoma, such as interferon, have only minimal effectiveness.
"Ipilimumab would be an advance over current treatments," he said, noting that the medicine is designed to put a brake on a protein that hampers the immune system.
Merck offers peek into product pipeline
Bristol has partnered with biotechnology company Medarex Inc. (Charts) in the development of ipilimumab.
Wall Street already expects another new Bristol cancer drug, Sprycel for leukemia, to be an important sales driver. Morgan Stanley analyst Jami Rubin earlier this month forecast that sales of Sprycel, which won U.S. approval in June, would reach $750 million by 2010.
Bristol officials said Thursday that the development of Sprycel was a major achievement and that the drug had been brought to market in near-record time.
Bristol is also seeking to expand the use of another cancer drug, Erbitux, which it markets in partnership with ImClone Systems Inc. (Charts) for colon cancer and head and neck cancer.
Erbitux sales jumped 64 percent to $175 million in the third quarter, although Amgen Inc.'s (Charts) recently approved Vectibix threatens to erode Erbitux's market share.
Bristol-Myers (up $0.08 to $25.59, Charts) shares were up slightly in late-afternoon trading on the New York Stock Exchange.
Ich hoffe mal, daß sich diese Nachrichten positiv auf den Kurs auswirken werden. Zumindest ist eine gute Chance gegeben, daß es heute wieder nach oben geht. Vielleicht sollte man sich noch ein paar Stücke beschaffen, bevor Amerika öffnet.
Antwort auf Beitrag Nr.: 26.200.888 von Ennox am 15.12.06 11:44:50Langfristig gesehen sollte man sich wahrscheinlich ein paar Stücke schnappen bis das Potential erkannt wird oder von selbst sichtbar wird.
Wo kurzfristig der richtige Einstieg ist kann keiner sagen. Ich habe mein Einkaufsprogramm Anfang Oktober abgeschlossen.
Wo kurzfristig der richtige Einstieg ist kann keiner sagen. Ich habe mein Einkaufsprogramm Anfang Oktober abgeschlossen.
Antwort auf Beitrag Nr.: 26.294.177 von Ville7 am 19.12.06 05:56:26GSK kauft sich Rechte an HUMAX CD-20 von Genmab - da dürfts wohl heute auch bei Medarex wieder hochgehen. Schon allein weil Genmab um über 20% steigt...
Antwort auf Beitrag Nr.: 26.298.578 von mountainbiker am 19.12.06 10:02:55Super Nachricht, auch für Medarex.
Und mit recht viel Neid im MOR Board aufgenommen.
Und mit recht viel Neid im MOR Board aufgenommen.
Genmab wird jetzt mit 3 Mrd Dollar bewertet. 17% von Genmab gehören nach der Kapitalerhöhung Medarex. Das sind 520Mio Dollar.
1800 Millionen Dollar ist MEDX im gestrigen Schlusskurs wert, d.h. der Wert des Anteils von Genmab wären alleine fast 29% von Medarex wert.
Dazu gibts ne volle Pipe und Anteile an weiteren Firmen (z.b. Celldex).
1800 Millionen Dollar ist MEDX im gestrigen Schlusskurs wert, d.h. der Wert des Anteils von Genmab wären alleine fast 29% von Medarex wert.
Dazu gibts ne volle Pipe und Anteile an weiteren Firmen (z.b. Celldex).
Antwort auf Beitrag Nr.: 26.302.088 von Ville7 am 19.12.06 12:22:46Einerseits eine schöne Entwicklung, andererseits auch ziemlich bitter, weil Medarex diese Technologie für lau abgebeben hat. Zwar hat man 17% am Unternehmen, aber man hätte sich Royalties an allen Produkten sichern müssen. Aber solche Dinge kommen wohl heraus, wenn das Wohl der Ehefrau wichtiger ist, als das Wohl der Gesellschaft.
Antwort auf Beitrag Nr.: 26.301.896 von Ville7 am 19.12.06 12:15:02Neid im Mor-Thread?
Interpretierst du deine laufendeb userschmähpostings im Mor-Thread als Neid?
Ansonsten, bleib einfach ruhig und versuch mal Etikette zu wahren....
Kursvergleich in Euro
Offensichtlich tut es Medx gut, dass Drakemen jetzt nur noch fürs beraten absahnt.....
Interpretierst du deine laufendeb userschmähpostings im Mor-Thread als Neid?
Ansonsten, bleib einfach ruhig und versuch mal Etikette zu wahren....
Kursvergleich in Euro
Offensichtlich tut es Medx gut, dass Drakemen jetzt nur noch fürs beraten absahnt.....
Genmab's Deal With Glaxo Worth Up to $2B
Tuesday December 19, 7:50 am ET
Danish Biotech Genmab Pens Deal With GlaxoSmithKline Worth Potentially $2.1 Billion
COPENHAGEN, Denmark (AP) -- Danish biotech Genmab A/S on Tuesday signed a deal worth up to $2.1 billion with pharmaceutical company GlaxoSmithKline PLC for the global commercialization of a leukemia treatment.
ADVERTISEMENT
click here
The agreement for the HuMax-CD20 antibody includes an initial license fee of 582 million kroner ($102 million), Glaxo buying a stake of just over 10 percent in Genmab and milestone payments totaling 9 billion kroner ($1.6 billion).
GlaxoSmithKline will invest 2.03 billion kroner ($359 million) for the 4.47 million Genmab shares.
Analysts said the value of the deal was much higher than expected, and could mean that Genmab will be profitable as early as next year.
SNS Securities analyst Marcel Wijma said the highest analyst expectation was for a $650 million deal, including milestone and upfront payments, and his own expectation was for a $500 million agreement.
Genmab shares rose 14 percent to 390 kroner ($68.51) in Denmark, while shares in GlaxoSmithKline, the world's second-largest pharmaceutical company, traded down 0.2 percent to 1,341 pence ($26.18) on the London Stock Exchange.
"The stake and the deal buy GSK a viable pipeline product in HuMax-CD20 that to us has better risk dimensions than many of GSK's own pipeline candidates," said analysts at Bernstein Research in a note to investors. "GSK is still in need of new sources of growth to quell fears of too high a reliance on product line extensions."
Glaxo, which also has the Seretide/Advair drug for asthma and the Avandia family of diabetes drugs, announced in October that it beat analyst forecast with a 15 percent jump in third-quarter earnings and raised its full-year earnings guidance. But the company disappointed the market by revealing it had pushed back the date it plans to file its cervical cancer vaccine Cervarix in the United States.
HuMax-CD20 is a human antibody going through phase III clinical trials for treating chronic lymphocytic leukemia and non-Hodgkin's lymphoma. It is also in phase II trials for treating rheumatoid arthritis and chronic lymphocytic leukemia in patients who have perviously not been treated.
Tuesday December 19, 7:50 am ET
Danish Biotech Genmab Pens Deal With GlaxoSmithKline Worth Potentially $2.1 Billion
COPENHAGEN, Denmark (AP) -- Danish biotech Genmab A/S on Tuesday signed a deal worth up to $2.1 billion with pharmaceutical company GlaxoSmithKline PLC for the global commercialization of a leukemia treatment.
ADVERTISEMENT
click here
The agreement for the HuMax-CD20 antibody includes an initial license fee of 582 million kroner ($102 million), Glaxo buying a stake of just over 10 percent in Genmab and milestone payments totaling 9 billion kroner ($1.6 billion).
GlaxoSmithKline will invest 2.03 billion kroner ($359 million) for the 4.47 million Genmab shares.
Analysts said the value of the deal was much higher than expected, and could mean that Genmab will be profitable as early as next year.
SNS Securities analyst Marcel Wijma said the highest analyst expectation was for a $650 million deal, including milestone and upfront payments, and his own expectation was for a $500 million agreement.
Genmab shares rose 14 percent to 390 kroner ($68.51) in Denmark, while shares in GlaxoSmithKline, the world's second-largest pharmaceutical company, traded down 0.2 percent to 1,341 pence ($26.18) on the London Stock Exchange.
"The stake and the deal buy GSK a viable pipeline product in HuMax-CD20 that to us has better risk dimensions than many of GSK's own pipeline candidates," said analysts at Bernstein Research in a note to investors. "GSK is still in need of new sources of growth to quell fears of too high a reliance on product line extensions."
Glaxo, which also has the Seretide/Advair drug for asthma and the Avandia family of diabetes drugs, announced in October that it beat analyst forecast with a 15 percent jump in third-quarter earnings and raised its full-year earnings guidance. But the company disappointed the market by revealing it had pushed back the date it plans to file its cervical cancer vaccine Cervarix in the United States.
HuMax-CD20 is a human antibody going through phase III clinical trials for treating chronic lymphocytic leukemia and non-Hodgkin's lymphoma. It is also in phase II trials for treating rheumatoid arthritis and chronic lymphocytic leukemia in patients who have perviously not been treated.
http://n-tv.de/745943.html
Dienstag, 19. Dezember 2006
Nachschub gesichert
Glaxo kauft Hoffnungsträger
Europas größter Pharmakonzern GlaxoSmithKline hat für einen Rekordpreis von bis zu 2,1 Milliarden Dollar die weltweiten Rechte an einem Medikament zur Behandlung von Leukämie gekauft. Das Mittel gilt als wichtigster Hoffnungsträger der dänischen Biotechfirma Genmab. Das Geschäft stellt die ebenfalls Milliarden schwere Allianz von ImClone und Bristol-Myers Squibb in den Schatten. Die Aktien von Genmab notierten am Dienstag mit einem Plus von bis zu 24 Prozent auf einem Allzeithoch. Wie Genmab-Chefin Lisa Drakeman gegenüber Reuters erklärte, könnte das Mittel HuMax-CD20 einen jährlichen Umsatz von weit mehr als zwei Milliarden Dollar einbringen.
Mit der Übernahme der Rechte setzt sich ein seit längerem feststellbarer Trend in der Pharmabranche fort. Viele der weltweit tätigen Pharmakonzerne haben mit Nachschubproblemen zu kämpfen. Umsatzstarke Medikamente verlieren ihren Patentschutz und nachfolgende neue Arzneien, die die dann eintretenden Umsatzausfälle ausgleichen könnten, sind häufig nicht ausreichend vorhanden. Der Erwerb von Rechten oder ganzer Biotechfirmen wird von den betroffenen Konzernen als probates Mittel gesehen, die Aussichten auf künftige neue Medikamente zu erhöhen.
Der Vereinbarung zufolge zahlt Glaxo Lizenzgebühren in Höhe von umgerechnet 102 Mio. Dollar. Auch soll der Konzern Genmab-Aktien für rund 357 Mio. Dollar kaufen. Sind die Entwicklung und der Verkauf des Mittels erfolgreich, stehen Genmab zudem Gelder von bis zu 1,6 Milliarden Dollar zu und die Firma wird am weltweiten Umsatz des Mittels beteiligt.
Vor knapp zwei Wochen hatte Glaxo die Übernahme der auf Antikörper spezialisierte britische Biotechfirma Domantis angekündigt. Der Preis betrug umgerechnet rund 340 Mio. Euro (230 Mio. Pfund).
Dienstag, 19. Dezember 2006
Nachschub gesichert
Glaxo kauft Hoffnungsträger
Europas größter Pharmakonzern GlaxoSmithKline hat für einen Rekordpreis von bis zu 2,1 Milliarden Dollar die weltweiten Rechte an einem Medikament zur Behandlung von Leukämie gekauft. Das Mittel gilt als wichtigster Hoffnungsträger der dänischen Biotechfirma Genmab. Das Geschäft stellt die ebenfalls Milliarden schwere Allianz von ImClone und Bristol-Myers Squibb in den Schatten. Die Aktien von Genmab notierten am Dienstag mit einem Plus von bis zu 24 Prozent auf einem Allzeithoch. Wie Genmab-Chefin Lisa Drakeman gegenüber Reuters erklärte, könnte das Mittel HuMax-CD20 einen jährlichen Umsatz von weit mehr als zwei Milliarden Dollar einbringen.
Mit der Übernahme der Rechte setzt sich ein seit längerem feststellbarer Trend in der Pharmabranche fort. Viele der weltweit tätigen Pharmakonzerne haben mit Nachschubproblemen zu kämpfen. Umsatzstarke Medikamente verlieren ihren Patentschutz und nachfolgende neue Arzneien, die die dann eintretenden Umsatzausfälle ausgleichen könnten, sind häufig nicht ausreichend vorhanden. Der Erwerb von Rechten oder ganzer Biotechfirmen wird von den betroffenen Konzernen als probates Mittel gesehen, die Aussichten auf künftige neue Medikamente zu erhöhen.
Der Vereinbarung zufolge zahlt Glaxo Lizenzgebühren in Höhe von umgerechnet 102 Mio. Dollar. Auch soll der Konzern Genmab-Aktien für rund 357 Mio. Dollar kaufen. Sind die Entwicklung und der Verkauf des Mittels erfolgreich, stehen Genmab zudem Gelder von bis zu 1,6 Milliarden Dollar zu und die Firma wird am weltweiten Umsatz des Mittels beteiligt.
Vor knapp zwei Wochen hatte Glaxo die Übernahme der auf Antikörper spezialisierte britische Biotechfirma Domantis angekündigt. Der Preis betrug umgerechnet rund 340 Mio. Euro (230 Mio. Pfund).
Antwort auf Beitrag Nr.: 26.306.191 von Ville7 am 19.12.06 15:26:11Warum steigt MEDX nicht richtig???
Antwort auf Beitrag Nr.: 26.320.678 von mountainbiker am 19.12.06 21:49:06Versteh das nicht, müssten doch eigentlich mit explodieren?!
Sind doch auch mit 20% beteiligt...
Sind doch auch mit 20% beteiligt...
Versteh ich auch nicht, vielleicht ja schon eingepreist???
Antwort auf Beitrag Nr.: 26.322.042 von Shareholder33 am 19.12.06 22:20:04Werd vielleicht morgen nochmal nachlegen...
Antwort auf Beitrag Nr.: 26.321.232 von mountainbiker am 19.12.06 22:01:39Nach dem GSK Einstieg bei Genmab ist die Beteiligung von MEDX an Genmab nur noch bei ca. 17%.
Die MEDX Aktie konsolidiert gerade den starken Anstieg seit Jahresmitte. (der NBI tut dasselbe)
Die MEDX Aktie konsolidiert gerade den starken Anstieg seit Jahresmitte. (der NBI tut dasselbe)
Reuters:
That deal could earn Genmab as much as $2.1 billion, plus royalties on future sales of HuMax-CD20 that analysts expect to average 20 percent
Dresdner Kleinwort said in a note to clients it was "positive that GSK is still filling its pipeline, albeit at a full price".
The high price reflects competition among large drugmakers for promising late-stage biotech products. Industry sources said rivals chasing Genmab's product had included Pfizer Inc. whose pipeline was holed this month when its key cholesterol drug torcetrapib was scrapped on safety grounds
That deal could earn Genmab as much as $2.1 billion, plus royalties on future sales of HuMax-CD20 that analysts expect to average 20 percent
Dresdner Kleinwort said in a note to clients it was "positive that GSK is still filling its pipeline, albeit at a full price".
The high price reflects competition among large drugmakers for promising late-stage biotech products. Industry sources said rivals chasing Genmab's product had included Pfizer Inc. whose pipeline was holed this month when its key cholesterol drug torcetrapib was scrapped on safety grounds
The high price reflects competition among large drugmakers for promising late-stage biotech products.
Antwort auf Beitrag Nr.: 26.328.533 von Ville7 am 20.12.06 05:58:31Humax CD20 hat Pfizer nicht bekommen, dafür dann die Kooperation mit Morphosys bis 2011 verlängert und erweitert.
Antikörper kristallisieren sich mehr und mehr als die Medikamentenklasse der Zukunft heraus.
Antikörper kristallisieren sich mehr und mehr als die Medikamentenklasse der Zukunft heraus.
Antwort auf Beitrag Nr.: 26.330.727 von Ville7 am 20.12.06 08:47:06Ville
du bezeichnest den Anstieg bei MEDX als stark? Immerhin ist der Kurs noch nicht mal im Plus über dieses Jahr gesehen!! Bei den News sollte Medx bei 30$ stehen, wenn die Options-Geschichte sich klärt. Das ist dann ein vernünftiger Run, alles andere ist immer noch schwache Jahresperformance.
du bezeichnest den Anstieg bei MEDX als stark? Immerhin ist der Kurs noch nicht mal im Plus über dieses Jahr gesehen!! Bei den News sollte Medx bei 30$ stehen, wenn die Options-Geschichte sich klärt. Das ist dann ein vernünftiger Run, alles andere ist immer noch schwache Jahresperformance.
Antwort auf Beitrag Nr.: 26.333.676 von flow_solver am 20.12.06 10:56:19Nunja immerhin 60% Anstieg seit Tief im Sommer (korrigier mich falls das nicht ganz korrekt ist). So etwas verlangt tradingmässig oft eine Konsi bevor es weitergeht. Man kann es ja auch als Einstiegschance sehen. Über das Jahr hinweg und generell geb ich dir klar Recht, MEDX ist klar zu niedrig bewertet. Vor dem Hintergrund des Genmab Deals wird dies noch offensichtlicher und vielleicht endlich dem breiten Publikum etwas klarer.
Über das Jahr hinweg und generell geb ich dir klar Recht, MEDX ist klar zu niedrig bewertet. Vor dem Hintergrund des Genmab Deals wird dies noch offensichtlicher und vielleicht endlich dem breiten Publikum etwas klarer.
Schöne Weihnachten an alle!
Antwort auf Beitrag Nr.: 26.402.046 von Ville7 am 22.12.06 16:19:17Kann mir mal jemand erkären, warum bei L&S der Kurs so absackt???
Antwort auf Beitrag Nr.: 26.439.526 von mountainbiker am 23.12.06 19:38:28Was erwartest du bei geringem Umsatz, vor allem bei L&S, News stehen keine an!
Antwort auf Beitrag Nr.: 26.440.233 von flow_solver am 23.12.06 19:55:15In den Ami Boards ist ja schon wieder von irgendwelchen Optionsprogrammen die Rede...
hallo leute! bin neu bei wo und u.a. in medarex investiert. der wert scheint ja hier nicht viele zu interessieren. wie kommts?überlege zu den derzeitigen kursen nochmal nachzulegen. wie seht ihr die lage und perspektive?
meine alternative wäre morphosys, aber scheinen mir im moment alles andere als günstig (trotzdem guter wert wie ich meine)
dann lasst mal hören - danke schon mal für meinungen
grüsse
meine alternative wäre morphosys, aber scheinen mir im moment alles andere als günstig (trotzdem guter wert wie ich meine)
dann lasst mal hören - danke schon mal für meinungen
grüsse
Antwort auf Beitrag Nr.: 26.496.062 von helliweb am 27.12.06 15:52:23Schau mal im Ami Aktien Board bei Yahoo! Da wird Medarex heiß diskutiert. Der Wert ist außerordentlich attraktiv, sowohl hinsichtlich Übernahmefantasie als auch Phase III Mediamenten...
MOR ist aber auch nicht teuer bewertet, wo hast du denn das her???
MOR ist aber auch nicht teuer bewertet, wo hast du denn das her???
Antwort auf Beitrag Nr.: 26.519.048 von Ville7 am 28.12.06 13:17:47Nicht schlecht, hoffentlich werden die Milestones auch erreicht!
Options Skandal zum selber nachlesen. Medarex hat eine gute Lösung gefunden mit einigen wichtigen ausführenden Organen. Die zu hoch zugeteilten Optionen werden korrigiert bzw. falls sie realisiert wurden muss die Differenz zurückgezahlt werden. Gefällt mir, weiter so. Fehlt aber noch mindestens Drakemann.
------
Form 8-K for MEDAREX INC
28-Dec-2006
Change in Directors or Principal Officers, Financial Statements and Exhibits
Item 5.02. Departure of Directors or Principal Officers; Election of Directors;
Appointment of Principal Officers;
Compensation Arrangements of Certain Officers.
As previously announced, the Board of Directors (the "Board") of Medarex, Inc. ("Medarex") initiated an investigation in June 2006 into the historical stock option grant practices of Medarex by a Special Investigation Committee of the Board. Based on its investigation, the Special Investigation Committee found that prior to the enactment of the Sarbanes-Oxley Act of 2002, Medarex had a practice, in many instances, of dating its stock option grants and restricted stock grants as of dates on which the stock price was relatively low, without disclosing the selection in its public filings and without taking a compensation charge. In November 2006, the Board determined, based on the recommendations of the Special Investigation Committee, that members of the Board who received misdated grants (i.e., all current directors who were appointed before 2001), and specified senior officers, including the officers identified below, must repay to Medarex any gains they realized from such grants, if exercised, and reprice their outstanding stock options to reflect an exercise price based on the applicable accounting measurement date. All such directors and senior officers agreed to do so and Medarex has entered into agreements with each of the affected directors and senior officers to reflect such agreement.
Agreements with Named Executive Officers
Irwin Lerner, the Chairman of the Board and the Interim President and Chief Executive Officer, Christian Schade, Senior Vice President, Finance and Administration and Chief Financial Officer and W. Bradford Middlekauff, Senior Vice President and General Counsel, have entered into agreements (each, an "Agreement") with Medarex relating to certain stock option grants received by them. Messrs. Lerner, Schade and Middlekauff have agreed to reprice all of the shares subject to stock options (the "Designated Options") determined by the Special Investigation Committee to have been granted with an exercise price that was less than 100% of the fair market value of Medarex's common stock on the applicable accounting measurement date (such value when finally determined, the "Corrected Exercise Price") that are unexercised to the applicable Corrected Exercise Price and have agreed not to exercise any of the Designated Options that may be subject to Section 409A (as defined below) until the later of the date on which the Corrected Exercise Price is finally determined and the six (6) month anniversary of the effective date of each officer's Agreement. Of the foregoing officers, Mr. Lerner and Mr. Schade have not exercised any of their Designated Options, while Mr. Middlekauff has. For this reason, Mr. Middlekauff's agreement provides that he will promptly repay to Medarex the value of any discount (the "Discount") realized upon the previous exercise of the Designated Options plus the interest accruing on the Discount from the applicable date of exercise through the date of repayment calculated at the short-term adjusted applicable federal rate (as determined for Section 1274(d) of the Internal Revenue Code of 1986, as amended (the "AFR"), compounding on a quarterly basis.
In addition, Nils Lonberg, Ph.D., Senior Vice President and Scientific Director and Ronald A. Pepin, Ph.D., Senior Vice President, Business Development, have entered into agreements with Medarex to reprice to the applicable Corrected Exercise Price their outstanding unexercised stock options that may be subject to adverse tax consequences under Section 409A of the
Internal Revenue Code of 1986, as amended ("Section 409A") as a result of such stock options having been granted with an exercise price that is less than 100% of the fair market value of Medarex common stock on the applicable accounting measurement date. In addition, these officers have agreed not to exercise any of the amended stock options until the later of the date on which the Corrected Exercise Price is finally determined and the six (6) month anniversary of the effective date of each officer's Agreement.
Each of these Agreements are filed as exhibits to this Current Report on Form 8-K, the full terms of which are incorporated by reference herein.
Agreements with Affected Directors.
Charles R. Schaller and Julius A. Vida, Ph.D., M.B.A., each a member of the Board, have entered into agreements with Medarex to promptly repay to Medarex the Discount realized upon the exercise of stock options that have been determined by the Special Investigation Committee to have been granted with an exercise price that was less than 100% of the fair market value of Medarex's common stock on the applicable accounting measurement date plus the interest accruing on the Discount from the applicable date of exercise through the date of repayment calculated at the AFR, compounding on a quarterly basis and to agree to reprice all of the unexercised shares subject to such stock options to the applicable Corrected Exercise Price.
Each of these Agreements are filed as exhibits to this Current Report on Form 8-K, the full terms of which are incorporated by reference herein.
------
Form 8-K for MEDAREX INC
28-Dec-2006
Change in Directors or Principal Officers, Financial Statements and Exhibits
Item 5.02. Departure of Directors or Principal Officers; Election of Directors;
Appointment of Principal Officers;
Compensation Arrangements of Certain Officers.
As previously announced, the Board of Directors (the "Board") of Medarex, Inc. ("Medarex") initiated an investigation in June 2006 into the historical stock option grant practices of Medarex by a Special Investigation Committee of the Board. Based on its investigation, the Special Investigation Committee found that prior to the enactment of the Sarbanes-Oxley Act of 2002, Medarex had a practice, in many instances, of dating its stock option grants and restricted stock grants as of dates on which the stock price was relatively low, without disclosing the selection in its public filings and without taking a compensation charge. In November 2006, the Board determined, based on the recommendations of the Special Investigation Committee, that members of the Board who received misdated grants (i.e., all current directors who were appointed before 2001), and specified senior officers, including the officers identified below, must repay to Medarex any gains they realized from such grants, if exercised, and reprice their outstanding stock options to reflect an exercise price based on the applicable accounting measurement date. All such directors and senior officers agreed to do so and Medarex has entered into agreements with each of the affected directors and senior officers to reflect such agreement.
Agreements with Named Executive Officers
Irwin Lerner, the Chairman of the Board and the Interim President and Chief Executive Officer, Christian Schade, Senior Vice President, Finance and Administration and Chief Financial Officer and W. Bradford Middlekauff, Senior Vice President and General Counsel, have entered into agreements (each, an "Agreement") with Medarex relating to certain stock option grants received by them. Messrs. Lerner, Schade and Middlekauff have agreed to reprice all of the shares subject to stock options (the "Designated Options") determined by the Special Investigation Committee to have been granted with an exercise price that was less than 100% of the fair market value of Medarex's common stock on the applicable accounting measurement date (such value when finally determined, the "Corrected Exercise Price") that are unexercised to the applicable Corrected Exercise Price and have agreed not to exercise any of the Designated Options that may be subject to Section 409A (as defined below) until the later of the date on which the Corrected Exercise Price is finally determined and the six (6) month anniversary of the effective date of each officer's Agreement. Of the foregoing officers, Mr. Lerner and Mr. Schade have not exercised any of their Designated Options, while Mr. Middlekauff has. For this reason, Mr. Middlekauff's agreement provides that he will promptly repay to Medarex the value of any discount (the "Discount") realized upon the previous exercise of the Designated Options plus the interest accruing on the Discount from the applicable date of exercise through the date of repayment calculated at the short-term adjusted applicable federal rate (as determined for Section 1274(d) of the Internal Revenue Code of 1986, as amended (the "AFR"), compounding on a quarterly basis.
In addition, Nils Lonberg, Ph.D., Senior Vice President and Scientific Director and Ronald A. Pepin, Ph.D., Senior Vice President, Business Development, have entered into agreements with Medarex to reprice to the applicable Corrected Exercise Price their outstanding unexercised stock options that may be subject to adverse tax consequences under Section 409A of the
Internal Revenue Code of 1986, as amended ("Section 409A") as a result of such stock options having been granted with an exercise price that is less than 100% of the fair market value of Medarex common stock on the applicable accounting measurement date. In addition, these officers have agreed not to exercise any of the amended stock options until the later of the date on which the Corrected Exercise Price is finally determined and the six (6) month anniversary of the effective date of each officer's Agreement.
Each of these Agreements are filed as exhibits to this Current Report on Form 8-K, the full terms of which are incorporated by reference herein.
Agreements with Affected Directors.
Charles R. Schaller and Julius A. Vida, Ph.D., M.B.A., each a member of the Board, have entered into agreements with Medarex to promptly repay to Medarex the Discount realized upon the exercise of stock options that have been determined by the Special Investigation Committee to have been granted with an exercise price that was less than 100% of the fair market value of Medarex's common stock on the applicable accounting measurement date plus the interest accruing on the Discount from the applicable date of exercise through the date of repayment calculated at the AFR, compounding on a quarterly basis and to agree to reprice all of the unexercised shares subject to such stock options to the applicable Corrected Exercise Price.
Each of these Agreements are filed as exhibits to this Current Report on Form 8-K, the full terms of which are incorporated by reference herein.
Amibbörsen sind am Dienstag ausserplanmässig wegen der Beerdigung von Expräsident Ford geschlossen.
Antwort auf Beitrag Nr.: 26.550.009 von Ville7 am 29.12.06 16:02:13Will vielleicht mal jemand wieder kaufen statt nur verkaufen...
statt nur verkaufen...
Generell hat der Biotech-Index gestern etwas gelitten,
bei MEDX sind aber auch die Short-Positionen um 4% im Dezember gestiegen. Entweder als Hedge oder es wird auf das Problem der überfälligen Quartalsberichte und dem drohenden De-Listing spekuliert. Am 12. Januar laufen auch Call-Optionen aus, da mehr als 70% Institutionelle beteiligt sind, ist wahrscheinlich, dass der Kurs gedrückt wird.
bei MEDX sind aber auch die Short-Positionen um 4% im Dezember gestiegen. Entweder als Hedge oder es wird auf das Problem der überfälligen Quartalsberichte und dem drohenden De-Listing spekuliert. Am 12. Januar laufen auch Call-Optionen aus, da mehr als 70% Institutionelle beteiligt sind, ist wahrscheinlich, dass der Kurs gedrückt wird.
Na gibts vielleicht heute wieder einen kleinen grünen Balken oder anstehende positive Nachrichten? Wär ja auch mal wieder schön!
Antwort auf Beitrag Nr.: 26.662.876 von mountainbiker am 03.01.07 20:11:24Oh Mann
Antwort auf Beitrag Nr.: 26.663.151 von mountainbiker am 03.01.07 20:20:49Moin mb,
kann Deinen Ärger nur allzugut verstehen, immerhin bewegt ein Tag wie heute bei mir Monatsgehälter.
Da möchte man schon gern die Esel schlachten!
Aber ich kenne das schon seit langem, ich trade daher immer mit den jeweils steuerfreien Stücken, bislang mit gutem Erfolg. Anders kann man MEDX auch nicht gut jahrelang halten, denn immer wieder kommen rasche pullbacks an die 38- oder 50-Tage-Linie und auch mal darunter vor.
Werde meine unter 10$ erworbenen Stücke aus dem letzten Sommer deswegen nicht verkaufen, obwohl ich glaube, dass zumindest das zweite Gap bei ca. 13,40 auch noch geschlossen wird (das dritte und letzte wurde ja heute geschlossen).
Leider gehört MEDX zu den "gapophilen" Aktien, ich hoffe aber, dass sie nicht mehr bis auf 12,50 oder so hinabmüssen...
Verkaufe trotzdem lieber steuerfrei, also viel später, es sei denn, es gibt extrem schlechte News, dann zögere ich nicht lang; nein, leider alles "normal" für die Esel!
Gruß q.
P.S.:
kann Deinen Ärger nur allzugut verstehen, immerhin bewegt ein Tag wie heute bei mir Monatsgehälter.
Da möchte man schon gern die Esel schlachten!
Aber ich kenne das schon seit langem, ich trade daher immer mit den jeweils steuerfreien Stücken, bislang mit gutem Erfolg. Anders kann man MEDX auch nicht gut jahrelang halten, denn immer wieder kommen rasche pullbacks an die 38- oder 50-Tage-Linie und auch mal darunter vor.
Werde meine unter 10$ erworbenen Stücke aus dem letzten Sommer deswegen nicht verkaufen, obwohl ich glaube, dass zumindest das zweite Gap bei ca. 13,40 auch noch geschlossen wird (das dritte und letzte wurde ja heute geschlossen).
Leider gehört MEDX zu den "gapophilen" Aktien, ich hoffe aber, dass sie nicht mehr bis auf 12,50 oder so hinabmüssen...
Verkaufe trotzdem lieber steuerfrei, also viel später, es sei denn, es gibt extrem schlechte News, dann zögere ich nicht lang; nein, leider alles "normal" für die Esel!
Gruß q.
P.S.:
Nasdaq Biotech Index im Korrekturmodus. Wann gehts wieder rauf?
Press Release Source: Medarex, Inc.
Medarex Announces Clinical Development Milestone Achieved by ImClone Systems for Fully Human Antibody for the Treatment of Cancer
Wednesday January 3, 4:00 pm ET
Phase I Clinical Trial is Currently Underway
PRINCETON, N.J., Jan. 3 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) today announced that it received a milestone payment from its licensing partner, ImClone Systems Incorporated, following the acceptance of an Investigational New Drug (IND) application by the U.S. Food and Drug Administration (FDA) for IMC-3G3, a fully human antibody that targets platelet-derived growth factor receptor alpha (PDGFRa) for the treatment of cancer. The antibody product was developed using Medarex's UltiMAb® technology and is the second UltiMAb-derived antibody in clinical development by ImClone Systems. Medarex may receive future milestone payments and royalties should this product candidate progress through clinical development and to the market.
ADVERTISEMENT
click here
The Phase I clinical trial is currently underway and is designed to establish and evaluate the safety profile, pharmacokinetics and pharmacodynamics of IMC-3G3 administered weekly by intravenous infusion. The study is expected to enroll 30 to 40 patients with solid tumors at two clinical sites in the United States. According to ImClone Systems, data from preclinical animal models indicate that binding PDGFRa with IMC-3G3 results in reduction of cancer cell proliferation and tumor growth.
"We are pleased with the steady progress our partner, ImClone Systems, continues to make with Medarex's UltiMAb technology," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "We believe that this clinical development milestone is another demonstration of the broad applicability and appeal of our antibody technology for generating and developing potentially important new therapeutics."
Medarex Announces Clinical Development Milestone Achieved by ImClone Systems for Fully Human Antibody for the Treatment of Cancer
Wednesday January 3, 4:00 pm ET
Phase I Clinical Trial is Currently Underway
PRINCETON, N.J., Jan. 3 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) today announced that it received a milestone payment from its licensing partner, ImClone Systems Incorporated, following the acceptance of an Investigational New Drug (IND) application by the U.S. Food and Drug Administration (FDA) for IMC-3G3, a fully human antibody that targets platelet-derived growth factor receptor alpha (PDGFRa) for the treatment of cancer. The antibody product was developed using Medarex's UltiMAb® technology and is the second UltiMAb-derived antibody in clinical development by ImClone Systems. Medarex may receive future milestone payments and royalties should this product candidate progress through clinical development and to the market.
ADVERTISEMENT
click here
The Phase I clinical trial is currently underway and is designed to establish and evaluate the safety profile, pharmacokinetics and pharmacodynamics of IMC-3G3 administered weekly by intravenous infusion. The study is expected to enroll 30 to 40 patients with solid tumors at two clinical sites in the United States. According to ImClone Systems, data from preclinical animal models indicate that binding PDGFRa with IMC-3G3 results in reduction of cancer cell proliferation and tumor growth.
"We are pleased with the steady progress our partner, ImClone Systems, continues to make with Medarex's UltiMAb technology," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "We believe that this clinical development milestone is another demonstration of the broad applicability and appeal of our antibody technology for generating and developing potentially important new therapeutics."
Nächste gute News... 2007 wird das Jahr von Medarex!
----------------------
Press Release Source: Medarex, Inc.
Medarex Announces Enrollment Complete in Ipilimumab (MDX-010) Monotherapy Pivotal Registrational Trial for Metastatic Melanoma
Thursday January 4, 7:00 am ET
- Expected Biologics License Application filing on track for 2007 -
PRINCETON, N.J., Jan. 4 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) today announced that enrollment has been completed in a pivotal, registrational clinical trial evaluating ipilimumab (MDX-010) as monotherapy for the second-line treatment of metastatic melanoma.
"Completion of enrollment for the monotherapy registrational study represents a milestone in the development of ipilimumab and is a testament to the shared enthusiasm and dedication of the Medarex and Bristol-Myers Squibb partnership," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "Both companies are keenly aware of the acute need for new treatment options in this setting. This study is part of a comprehensive clinical development program that we have undertaken to understand the potential for ipilimumab to address this unmet medical need."
About the Monotherapy Registrational Trial
The open label, single-arm, monotherapy registrational clinical trial is designed to evaluate 150 patients with unresectable Stage III or Stage IV advanced melanoma who have progressed after at least one prior regimen of a melanoma treatment other than ipilimumab. Patients will receive a dose of 10 mg/kg of ipilimumab once every three weeks for up to four doses. Subsequently, eligible patients who have not experienced disease progression at week 24 will continue in a maintenance phase where a single dose of ipilimumab will be administered once every 12 weeks until disease progression. The study is designed to assess best objective response rate (complete and partial responses) as the primary endpoint. Secondary endpoints include disease control rate (complete and partial responses plus stable disease), progression-free and overall survival, as well as duration of best objective responses.
In March 2006, the registrational clinical trial was reviewed by the U.S. Food and Drug Administration (FDA) under a Special Protocol Assessment (SPA) concerning the suitability of the trial design to support regulatory approval. In December 2006, the FDA granted Fast Track status to this program which provides for expedited regulatory review for new drugs that demonstrate the potential to address unmet medical needs for the treatment of serious or life- threatening conditions.
About Ipilimumab
Ipilimumab (also known as MDX-010) is a fully human antibody against human CTLA-4, a molecule on T cells that suppresses the immune response. Medarex and Bristol-Myers Squibb are investigating the potential of ipilimumab to enable the immune systems of certain types of cancer patients to help suppress tumor growth. Ipilimumab is currently in three separate registrational studies for metastatic melanoma as a second-line monotherapy treatment, as a first-line treatment in combination with dacarbazine, and as a second-line treatment in combination with a melanoma-peptide vaccine. Ipilimumab is also involved in multiple Phase II clinical trials to investigate the product's potential activity in other tumor types, as well as in combination studies with other chemotherapy, immunotherapy and vaccines. Further information regarding Medarex's ipilimumab program can be found in Medarex's public disclosure filings with the U.S. Securities and Exchange Commission (SEC).
----------------------
Press Release Source: Medarex, Inc.
Medarex Announces Enrollment Complete in Ipilimumab (MDX-010) Monotherapy Pivotal Registrational Trial for Metastatic Melanoma
Thursday January 4, 7:00 am ET
- Expected Biologics License Application filing on track for 2007 -
PRINCETON, N.J., Jan. 4 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) today announced that enrollment has been completed in a pivotal, registrational clinical trial evaluating ipilimumab (MDX-010) as monotherapy for the second-line treatment of metastatic melanoma.
"Completion of enrollment for the monotherapy registrational study represents a milestone in the development of ipilimumab and is a testament to the shared enthusiasm and dedication of the Medarex and Bristol-Myers Squibb partnership," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "Both companies are keenly aware of the acute need for new treatment options in this setting. This study is part of a comprehensive clinical development program that we have undertaken to understand the potential for ipilimumab to address this unmet medical need."
About the Monotherapy Registrational Trial
The open label, single-arm, monotherapy registrational clinical trial is designed to evaluate 150 patients with unresectable Stage III or Stage IV advanced melanoma who have progressed after at least one prior regimen of a melanoma treatment other than ipilimumab. Patients will receive a dose of 10 mg/kg of ipilimumab once every three weeks for up to four doses. Subsequently, eligible patients who have not experienced disease progression at week 24 will continue in a maintenance phase where a single dose of ipilimumab will be administered once every 12 weeks until disease progression. The study is designed to assess best objective response rate (complete and partial responses) as the primary endpoint. Secondary endpoints include disease control rate (complete and partial responses plus stable disease), progression-free and overall survival, as well as duration of best objective responses.
In March 2006, the registrational clinical trial was reviewed by the U.S. Food and Drug Administration (FDA) under a Special Protocol Assessment (SPA) concerning the suitability of the trial design to support regulatory approval. In December 2006, the FDA granted Fast Track status to this program which provides for expedited regulatory review for new drugs that demonstrate the potential to address unmet medical needs for the treatment of serious or life- threatening conditions.
About Ipilimumab
Ipilimumab (also known as MDX-010) is a fully human antibody against human CTLA-4, a molecule on T cells that suppresses the immune response. Medarex and Bristol-Myers Squibb are investigating the potential of ipilimumab to enable the immune systems of certain types of cancer patients to help suppress tumor growth. Ipilimumab is currently in three separate registrational studies for metastatic melanoma as a second-line monotherapy treatment, as a first-line treatment in combination with dacarbazine, and as a second-line treatment in combination with a melanoma-peptide vaccine. Ipilimumab is also involved in multiple Phase II clinical trials to investigate the product's potential activity in other tumor types, as well as in combination studies with other chemotherapy, immunotherapy and vaccines. Further information regarding Medarex's ipilimumab program can be found in Medarex's public disclosure filings with the U.S. Securities and Exchange Commission (SEC).
Antwort auf Beitrag Nr.: 26.672.053 von Ville7 am 04.01.07 13:24:30Tja, warst ein klein wenig schneller, habe die press release auch hier im Zwischenspeicher...
Nette Meldung, Ipilimumab auch als Alleintherapie...
Dürfte dem Kurs ein wenig Auftrieb geben.
Gruß q.
Nette Meldung, Ipilimumab auch als Alleintherapie...
Dürfte dem Kurs ein wenig Auftrieb geben.
Gruß q.
Börsen im Korrekturmodus, da nutzen auch keine good news.
Antwort auf Beitrag Nr.: 26.675.152 von Ville7 am 04.01.07 16:07:03Sehe derzeit eher gute Nachkaufmöglichkeiten, wer weiß wann der Esel nach der Rübe schnappt, dann gehts steil gen Norden
Antwort auf Beitrag Nr.: 26.678.265 von Shareholder33 am 04.01.07 18:36:06Hab heut nochmal nachgelegt - bin jetzt fast überinvestiert...
Antwort auf Beitrag Nr.: 26.678.888 von mountainbiker am 04.01.07 19:08:02Hab auch heute noch ne Tranche gezogen, alles was runter geht, geht bald auch wieder rauf . Medarex wird uns langfristig noch viel Freude bringen. Können uns über den heutigen Verlauf ja wirklich noch glücklich schätzen, wenn man mal auf Hana Bioscience schaut, die "unentdeckte Perle"
. Medarex wird uns langfristig noch viel Freude bringen. Können uns über den heutigen Verlauf ja wirklich noch glücklich schätzen, wenn man mal auf Hana Bioscience schaut, die "unentdeckte Perle"
Antwort auf Beitrag Nr.: 26.675.152 von Ville7 am 04.01.07 16:07:03Tja, die Nasi scheint nach oben zu korriegieren
Antwort auf Beitrag Nr.: 26.681.062 von Glück am 04.01.07 21:06:16Langsam wirds echt nervig! Nasdaq und NBI fett im Plus - nur MEDX wieder unverändert. Jetzt steig doch mal,
du Sau!
du Sau!
Heb mal an den unteren Rand des Uptrends ne Linie hin. So weit kann es auf jeden Fall noch fallen. Dann sollte es wieder up gehen.
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1872809[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1872809[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1872809[/URL]
Gestern wurde mit 13,8$ ein Gap geschlossen, man sieht eindeutig wie stark Trading-getrieben der Kurs verläuft. Ausserdem hat GenMab deutlich verloren, das wurde gezielt genutzt. Hier geht es darum, die Short-Positionen günstig wieder los zu werden. MEDX hilft aber auch sehr dabei, es gibt ja nur wenig News zu den Options. Das macht die Kurslage sehr anfällig gegen Manipulation.
Hallo Leute. Kann mir mal jemand eine Empfehlung geben bezüglich Dienste für Realtime? Wer ist da ein guter Anbieter? Danke im Vorraus.
Antwort auf Beitrag Nr.: 26.687.562 von crashopferNr1 am 05.01.07 11:50:11Hab Realtime bei Nordnet, super preisgünstiger Broker!
Aber momentan ists eh besser man hat keine...
Aber momentan ists eh besser man hat keine...
Antwort auf Beitrag Nr.: 26.697.729 von mountainbiker am 05.01.07 18:46:34Befürcht die gehn heut noch schön unter 14 $
Antwort auf Beitrag Nr.: 26.697.822 von mountainbiker am 05.01.07 18:51:01RT: 13,98!
ES reicht jetzt MEDX!
ES reicht jetzt MEDX!
Antwort auf Beitrag Nr.: 26.700.504 von mountainbiker am 05.01.07 21:00:18Der stele Aufwärtstrend ist diese Woche bei 13,55.
Der lange Trend bei 9,86.
Medx atmet anscheinend auch mal aus.
Der lange Trend bei 9,86.
Medx atmet anscheinend auch mal aus.
Antwort auf Beitrag Nr.: 26.700.646 von eck64 am 05.01.07 21:06:48hey eck64,
also auch bei medarex investiert ??? bist ja scheinbar ganz auf die biotech branche fokussiert ?
grüße
pimpo
also auch bei medarex investiert ??? bist ja scheinbar ganz auf die biotech branche fokussiert ?
grüße
pimpo
Kein Grund zur Beunruhigung. Kommen erst mal gute Phase III Ergebnisse von MEDX-010 gibts kein Halten mehr. Die Zeit davor ist Einkaufschance.
Antwort auf Beitrag Nr.: 26.702.430 von Ville7 am 05.01.07 22:25:52Wann solln die denn eigentlich kommen???
Antwort auf Beitrag Nr.: 26.702.532 von mountainbiker am 05.01.07 22:32:37Frühestens 2. HJ.
First Prion-Free Cows Reported in Nature Biotechnology
SIOUX FALLS, S.D. & TOKYO-(Business Wire)-December 31, 2006 - Hematech, Inc (a subsidiary of the Kirin Brewery Company, Ltd) and Kirin Brewery Company, Ltd, announced today, in a report published in Nature Biotechnology, the production of healthy prion protein-knockout cows. Prion protein is a natural cellular protein that can become misfolded into infectious particles and cause bovine spongiform encephalopathy (BSE, or "mad cow disease") and a lethal variant of Creutzfeldt-Jakob disease (vCJD) in humans. Healthy prion protein-free calves should be useful in investigating the function of normal cellular prion protein and the nature of prion diseases. Additionally, the cows should be useful as a source of prion protein-free products.
Hematech is developing a bovine system for production of human polyclonal antibodies. As part of this effort a novel gene targeting system was developed and published in Nature Genetics in June 2004. This gene targeting system was used to produce the prion protein knockout calves reported in the current study.
"By knocking out the prion protein gene and producing healthy calves, our team has successfully demonstrated that normal cellular prion protein is not necessary for the normal development and survival of cattle. The cows are now nearly two years old and are completely healthy," stated James M. Robl, Ph.D., President and Chief Scientific Officer of Hematech. "Hematech has already successfully produced knockout cattle using the sequential gene targeting system. We anticipate that prion protein-free cows will be useful models to study prion disease processes in both animals and humans."
According to the Food and Drug Administration's Center for Food Safety & Nutrition, prions are associated with a group of diseases called Transmissible Spongiform Encephalopathies (TSEs). In humans, the related illness, which is suspected of being food-borne, is vCJD. The human disease, vCJD, and the cattle disease, BSE, also known as "mad cow" disease, both appear to be caused by a mutant form of prion protein. After an extended incubation period of years, these diseases result in irreversible neurodegeneration. (http://www.cfsan.fda.gov/~mow/prion.html)
Details of the methods Hematech used to generate the prion protein gene knockout calves can be found in the Advanced Online Publications on the Nature Biotechnology website, http://www.nature.com/nbt (Kuroiwa, Y et al. Production of cattle lacking prion protein. Nature Biotechnology Published Online December 31, 2006; DOI: 10.1038/nbt1271).
About Kirin Brewery Company, Ltd
Kirin, established in 1907, is one of Japan's largest beer brewers. In more recent years Kirin has expanded its business beyond its traditional domestic beer operations to develop a strong portfolio of businesses in pharmaceuticals, overseas alcohol beverages, soft drinks and other areas. Kirin Brewery's Pharmaceutical Division is applying its expertise in biotechnology towards the development of therapeutic products focusing in three core fields: kidney disease, cancer and hematology, immune disorder and infectious disease. Kirin developed a novel technology to introduce human chromosome fragments into animals. Kirin has applied this technology in mice and developed a novel human antibody-producing mouse referred to as the TC Mouse(TM). The TC Mouse(TM) system is commercialized, globally, through a strategic alliance with Medarex, Inc.
SIOUX FALLS, S.D. & TOKYO-(Business Wire)-December 31, 2006 - Hematech, Inc (a subsidiary of the Kirin Brewery Company, Ltd) and Kirin Brewery Company, Ltd, announced today, in a report published in Nature Biotechnology, the production of healthy prion protein-knockout cows. Prion protein is a natural cellular protein that can become misfolded into infectious particles and cause bovine spongiform encephalopathy (BSE, or "mad cow disease") and a lethal variant of Creutzfeldt-Jakob disease (vCJD) in humans. Healthy prion protein-free calves should be useful in investigating the function of normal cellular prion protein and the nature of prion diseases. Additionally, the cows should be useful as a source of prion protein-free products.
Hematech is developing a bovine system for production of human polyclonal antibodies. As part of this effort a novel gene targeting system was developed and published in Nature Genetics in June 2004. This gene targeting system was used to produce the prion protein knockout calves reported in the current study.
"By knocking out the prion protein gene and producing healthy calves, our team has successfully demonstrated that normal cellular prion protein is not necessary for the normal development and survival of cattle. The cows are now nearly two years old and are completely healthy," stated James M. Robl, Ph.D., President and Chief Scientific Officer of Hematech. "Hematech has already successfully produced knockout cattle using the sequential gene targeting system. We anticipate that prion protein-free cows will be useful models to study prion disease processes in both animals and humans."
According to the Food and Drug Administration's Center for Food Safety & Nutrition, prions are associated with a group of diseases called Transmissible Spongiform Encephalopathies (TSEs). In humans, the related illness, which is suspected of being food-borne, is vCJD. The human disease, vCJD, and the cattle disease, BSE, also known as "mad cow" disease, both appear to be caused by a mutant form of prion protein. After an extended incubation period of years, these diseases result in irreversible neurodegeneration. (http://www.cfsan.fda.gov/~mow/prion.html)
Details of the methods Hematech used to generate the prion protein gene knockout calves can be found in the Advanced Online Publications on the Nature Biotechnology website, http://www.nature.com/nbt (Kuroiwa, Y et al. Production of cattle lacking prion protein. Nature Biotechnology Published Online December 31, 2006; DOI: 10.1038/nbt1271).
About Kirin Brewery Company, Ltd
Kirin, established in 1907, is one of Japan's largest beer brewers. In more recent years Kirin has expanded its business beyond its traditional domestic beer operations to develop a strong portfolio of businesses in pharmaceuticals, overseas alcohol beverages, soft drinks and other areas. Kirin Brewery's Pharmaceutical Division is applying its expertise in biotechnology towards the development of therapeutic products focusing in three core fields: kidney disease, cancer and hematology, immune disorder and infectious disease. Kirin developed a novel technology to introduce human chromosome fragments into animals. Kirin has applied this technology in mice and developed a novel human antibody-producing mouse referred to as the TC Mouse(TM). The TC Mouse(TM) system is commercialized, globally, through a strategic alliance with Medarex, Inc.
Hallo!
Weiß eigentlich einer, wie das mit der Optionsuntersuchung weiter geht. Wisst Ihr, bis wann die Bilanzen berichtigt werden müssen, sollte dieses doch nicht passieren, sollten Sie doch delistet werden?
Wäre schön, wenn einer posten würden!
Gruss
Weiß eigentlich einer, wie das mit der Optionsuntersuchung weiter geht. Wisst Ihr, bis wann die Bilanzen berichtigt werden müssen, sollte dieses doch nicht passieren, sollten Sie doch delistet werden?
Wäre schön, wenn einer posten würden!
Gruss
Überlege nämlich aufgrund der Tatsache erst einmal auszusteigen.............bis das mit dem Bilanzen geklärt ist.
Moin,
auch das zweite Gap wurde nun genau geschlossen, und der Kurs ist auch danach deutlich gestiegen.
Bleibt leider immer noch eines übrig, aber wie ich bereits schrieb, glaube ich hier nicht an baldige Schließung (bei stärkerer Korrektur des Gesamtmarktes allerdings schon).
Die Frage der offenen Bilanzen wird geklärt werden. Aber ich glaube, das wesentliche ist jetzt abgehakt. Im Kurs hat sich das ja schon im letzten Sommer ausgedrückt, als die Tiefs von ca. 9$ bzw. 7€ erreicht wurden. Ich erinnere daran, dass damals etliche große Blocktrades stattfanden (immer so 100.000 bis 200.000 Stücke), hier haben sich wohl Fonds, Banken etc. positioniert. An ein delisting glaube ich daher nicht, schon damals wird einigen in groben Zügen klar gewesen sein, was kommt.
Aber was soll´s, der Esel ist halt sehr volatil und sicher nicht jedermanns Sache. Dennoch meine vage Prognose: In diesem Jahr sehen wir deutlich über 20$, 12,5$ oder vielleicht sogar etwas weniger würde ich aber auch keinesfalls ausschließen.
Gruß q.
auch das zweite Gap wurde nun genau geschlossen, und der Kurs ist auch danach deutlich gestiegen.
Bleibt leider immer noch eines übrig, aber wie ich bereits schrieb, glaube ich hier nicht an baldige Schließung (bei stärkerer Korrektur des Gesamtmarktes allerdings schon).
Die Frage der offenen Bilanzen wird geklärt werden. Aber ich glaube, das wesentliche ist jetzt abgehakt. Im Kurs hat sich das ja schon im letzten Sommer ausgedrückt, als die Tiefs von ca. 9$ bzw. 7€ erreicht wurden. Ich erinnere daran, dass damals etliche große Blocktrades stattfanden (immer so 100.000 bis 200.000 Stücke), hier haben sich wohl Fonds, Banken etc. positioniert. An ein delisting glaube ich daher nicht, schon damals wird einigen in groben Zügen klar gewesen sein, was kommt.
Aber was soll´s, der Esel ist halt sehr volatil und sicher nicht jedermanns Sache. Dennoch meine vage Prognose: In diesem Jahr sehen wir deutlich über 20$, 12,5$ oder vielleicht sogar etwas weniger würde ich aber auch keinesfalls ausschließen.
Gruß q.
Antwort auf Beitrag Nr.: 26.777.173 von quepos am 08.01.07 21:09:53Langsam werd ich echt ungeduldig - geht schon wieder runter!
Antwort auf Beitrag Nr.: 26.799.151 von mountainbiker am 09.01.07 19:51:59Wie schon gesagt, noch gibts die Nachkaufgelegenheit. Wer weiss wann der Esel zuschnappt!!!
Hab noch mal nachgelegt!
Hab noch mal nachgelegt!
Zur Info.
BioWa, Inc. and Medarex, Inc. (Nasdaq: MEDX) announced today the allowance of an investigational new drug application (IND) filed with the U.S. Food & Drug Administration (FDA) for MDX-1401, a fully human antibody that targets CD30-positive lymphomas. MDX-1401 is enhanced for greater Fc receptor mediated antibody activity, one critical mechanism in tumor lysis by antibodies, using BioWa's Potelligent Technology.
The dose-escalation, multi-dose Phase I clinical trial is expected to enroll up to 36 patients with relapsed or refractory Hodgkin's disease. The trial is designed to establish and evaluate the safety profile and initial efficacy of MDX-1401. Preclinical in vitro studies showed that this second-generation nonfucosylated anti-CD30 antibody demonstrated enhanced antibody-dependent cellular cytotoxicity (ADCC), an important mechanism of action of therapeutic antibodies, and was active in inhibiting tumor growth in in vivo xenograft models.
"Today's announcement demonstrates our commitment to innovative approaches that have the potential to enhance our fully-human monoclonal antibody technology for developing important new therapies," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "We are pleased with our partnership with BioWa and with its technology as a method for increasing the potency of MDX-1401, a novel product that broadens our anti-CD30 clinical program for Hodgkin's disease."
"Medarex, one of our key strategic partners, continues to make exciting progress with Potelligent Technology," said Nobuo Hanai, President and CEO of BioWa. "We believe that this clinical development milestone is another demonstration of the significance of our antibody technology for generating and developing potentially important new therapeutics."
BioWa, Inc. and Medarex, Inc. (Nasdaq: MEDX) announced today the allowance of an investigational new drug application (IND) filed with the U.S. Food & Drug Administration (FDA) for MDX-1401, a fully human antibody that targets CD30-positive lymphomas. MDX-1401 is enhanced for greater Fc receptor mediated antibody activity, one critical mechanism in tumor lysis by antibodies, using BioWa's Potelligent Technology.
The dose-escalation, multi-dose Phase I clinical trial is expected to enroll up to 36 patients with relapsed or refractory Hodgkin's disease. The trial is designed to establish and evaluate the safety profile and initial efficacy of MDX-1401. Preclinical in vitro studies showed that this second-generation nonfucosylated anti-CD30 antibody demonstrated enhanced antibody-dependent cellular cytotoxicity (ADCC), an important mechanism of action of therapeutic antibodies, and was active in inhibiting tumor growth in in vivo xenograft models.
"Today's announcement demonstrates our commitment to innovative approaches that have the potential to enhance our fully-human monoclonal antibody technology for developing important new therapies," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "We are pleased with our partnership with BioWa and with its technology as a method for increasing the potency of MDX-1401, a novel product that broadens our anti-CD30 clinical program for Hodgkin's disease."
"Medarex, one of our key strategic partners, continues to make exciting progress with Potelligent Technology," said Nobuo Hanai, President and CEO of BioWa. "We believe that this clinical development milestone is another demonstration of the significance of our antibody technology for generating and developing potentially important new therapeutics."
Antwort auf Beitrag Nr.: 26.799.780 von Shareholder33 am 09.01.07 20:20:06Hab nun schon 2mal nachgelegt, langsam sollts halt auch mal drehen...
Aber momentan siehts ja schon besser aus...
Aber momentan siehts ja schon besser aus...
Patience is the final lesson.
Laut SEC filing besitzt die FMR Corp. jetzt 15% der Anteile an Medarex. Ich bin gespannt, ob sich irgendwann einmal herausstellen wird, was das ungewöhnlich hohe Call-Volumen zu bedeuten hat. Normalerweise deutet so etwas auf besonders gute Nachrichten bzw. eine Übernahme hin. Abwarten und Tee trinken.
Aus der Medarex Präsentation von Lerner, CEO Medarex, und Schade, CFO Medarex am 10.1.2007 (gestern):
"Many monoclonal antibodies are as good as gold - the technology is hot and will remain so in the forseeable future" *
2006 Industry Dynamics Lessons to be Learned" report (decision Resources, December 2006)
Antibody-Markt:
mehr als 350 Antibody-based Therapeutics in Clinical Developement
nur ca. 16% davon sind voll humane mabs
Weltweite Antikörper Produkt Verkäufe waren 2006 bei ca. 18 Milliarden USD
Medarex Pipeline:
22 Phase I Produkte
6 Phase II oder I/II Produkte
7 Phase III
von Phase III Produkten:
1 Koentwicklung:
Ipilimumab (MEDX-010); 35% Kosten bei Medarex: Einreichung Zulassungsantrag in 2007
2 niedere Royalties/Milestones:
Golimumab (CNTO 148): Einreichung Zulassungsantrag 2007/2008
CNTO 1275: Einreichung Zulassungsantrag 2007
2 zweistellige Royalties:
Ticilimumab (CP-675,206)
Zanolimumab(Humax-CD4: Phase III Daten in HJ1/2007 erwartet
2 Equity Interest => Genmab:
Ofatumamab(Humax-CD20: Phase III Daten in HJ2/2007 erwartet
Zalutumumab (Humax-EGFR): Phase III Daten 2008 erwartet
letztere 6 = 0% Kosten bei Medarex
Fakten:
Cashmittelbestand 31.12.2006: ca. 340 Millionen USD
Equity interest ca. 445 Millionen USD (Medarex hält 17% an Genmab, 19% an IDM Pharma, 60% an Celldex)
Cash burn in 2007 ca. 13 Millionen/Monat
"Many monoclonal antibodies are as good as gold - the technology is hot and will remain so in the forseeable future" *
2006 Industry Dynamics Lessons to be Learned" report (decision Resources, December 2006)
Antibody-Markt:
mehr als 350 Antibody-based Therapeutics in Clinical Developement
nur ca. 16% davon sind voll humane mabs
Weltweite Antikörper Produkt Verkäufe waren 2006 bei ca. 18 Milliarden USD
Medarex Pipeline:
22 Phase I Produkte
6 Phase II oder I/II Produkte
7 Phase III
von Phase III Produkten:
1 Koentwicklung:
Ipilimumab (MEDX-010); 35% Kosten bei Medarex: Einreichung Zulassungsantrag in 2007
2 niedere Royalties/Milestones:
Golimumab (CNTO 148): Einreichung Zulassungsantrag 2007/2008
CNTO 1275: Einreichung Zulassungsantrag 2007
2 zweistellige Royalties:
Ticilimumab (CP-675,206)
Zanolimumab(Humax-CD4: Phase III Daten in HJ1/2007 erwartet
2 Equity Interest => Genmab:
Ofatumamab(Humax-CD20: Phase III Daten in HJ2/2007 erwartet
Zalutumumab (Humax-EGFR): Phase III Daten 2008 erwartet
letztere 6 = 0% Kosten bei Medarex
Fakten:
Cashmittelbestand 31.12.2006: ca. 340 Millionen USD
Equity interest ca. 445 Millionen USD (Medarex hält 17% an Genmab, 19% an IDM Pharma, 60% an Celldex)
Cash burn in 2007 ca. 13 Millionen/Monat
Gaptest oder Gapschluß?
Antwort auf Beitrag Nr.: 27.022.189 von eck64 am 18.01.07 22:06:53Auf gehts MEDX, du alte Pommesbude! Vorbörslich gehts mal weiter runter...
Antwort auf Beitrag Nr.: 27.033.123 von mountainbiker am 19.01.07 15:23:37na schlackern die knie ???
Antwort auf Beitrag Nr.: 27.034.295 von Pimpoholick am 19.01.07 16:08:35Wo wär denn der GAP Schluss??? 12,75 -12,80, oder???
Antwort auf Beitrag Nr.: 27.034.331 von mountainbiker am 19.01.07 16:10:12[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1899218[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1899218[/URL]
Ganz zu wäre es bei 12,76.
Aber gut angetestet ist mindestens so bestätigt, wie geschlossen.
Medx steht im Moment schwierig da aus ct-sicht:
Downtrend kurzfristig intakt.
Mehrmonatsaufwärtstrend gebrochen.
Aber: Am Gap gedreht, überverkauft und natürlich alles innerhalb des ganz langen aufwärttrends.
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1899218[/URL]
Ganz zu wäre es bei 12,76.
Aber gut angetestet ist mindestens so bestätigt, wie geschlossen.
Medx steht im Moment schwierig da aus ct-sicht:
Downtrend kurzfristig intakt.
Mehrmonatsaufwärtstrend gebrochen.
Aber: Am Gap gedreht, überverkauft und natürlich alles innerhalb des ganz langen aufwärttrends.
Antwort auf Beitrag Nr.: 27.037.429 von eck64 am 19.01.07 18:28:10Mann MEDX! Die ganzen schönen Gewinne heut wieder abgegeben. Ist doch zum Heulen...
http://www.forbes.com/home/business/2007/01/19/pfizer-pharma…
Pharmaceuticals
Big Pharma's Black Hole
Matthew Herper, 01.22.07, 8:30 AM ET
Big Pharma is heading "off a cliff" and into "a black hole," according to Wall Street.
Analysts are already using such big scary metaphors to describe the challenges facing the drug industry in five years, when drug makers will face the worst series of patent expirations ever.
Between 2010 and 2011, Big Pharma will lose 28% of their current sales, according to pharmaceutical analyst James Kelly of Goldman Sachs--who is calling this period "the patent black hole." Starting in 2008 and going through 2011, Kelly predicts annualized sales growth of only 2% for big drug makers.
Timothy Anderson of Prudential Equity Group says that this generic "cliff" is the largest in the history of pharma. Most of the companies he covers, including Pfizer (nyse: PFE - news - people ), Merck (nyse: MRK - news - people ), GlaxoSmithKline (nyse: GSK - news - people ), and Eli Lilly (nyse: LLY - news - people ), will lose top-sellers between 2010 and 2013. Already, he says, the loss of blockbuster products like Pfizer's Lipitor for high cholesterol, the world's best-selling drug, and Eli Lilly's Zyprexa for schizophrenia, is shaping decision-making at big drug makers.
A case in point: Pfizer, which is expected to announce deep job cuts and cost-cutting measures on Monday when it holds an analyst meeting in New York. The world's largest drug firm's new chief executive, Jeffrey Kindler, has said he wants to "transform" the company and took the unprecedented step of cutting some 2,000 jobs from the drug giant's 10,000-strong U.S. sales force. But that was before torcetrapib, a cholesterol drug that Pfizer had bet on as a Lipitor replacement, failed catastrophically in a big clinical trial.
Monday morning, Pfizer announced that its sales increased 2% in 2006. Earnings increased dramatically partly because of the sale of Pfizer's consumer business to Johnson & Johnson (nyse: JNJ - news - people ). But so-called operating earnings--those tracked by analysts--dropped in the fourth quarter by 12%, to 43 cents per share. That figure still tops the average forecast of Wall Street analysts polled by Thomson Financial. Further announcements on job cuts are expected later in the day.
In a note to investors last Monday, Barbara Ryan at Deutsche Bank predicted that Kindler will cut 8,000 more jobs from sales, manufacturing, and research and save $2 billion on top of the $4 billion worth of cost cuts he has already announced. That money, she says, could help Pfizer make a big acquisition to make up for the Lipitor loss. According to Anderson's estimates, Pfizer will lose 41% of its sales between 2010 and 2012, more than any drug maker he covers except for much smaller Forest Laboratories (nyse: FRX - news - people ).
Both Ryan and Kelly say it is worth betting on Kindler's planned transformation, especially since Pfizer pays a healthy dividend that was hiked by 21% this year. Anderson prefers Schering-Plough (nyse: SGP - news - people ), which has less generic exposure, and Novartis (nyse: NVS - news - people ), which has actually made a big investment in generics.
The problem for Pfizer and its peers is not just that older drugs are going off patent, but that new ones are not making up the difference. Last year, only 26 medicines or vaccines were approved by the Food and Drug Administration, half as many as in 1996, the year that Lipitor was approved. And although Pfizer launched an innovative stop-smoking pill, Chantix, and a cancer-fighter, Sutent, those medicines are not expected to make up for the losses of big sellers like antidepressant Zoloft and hypertension pill Norvasc, not to mention the $12-billion-a-year Lipitor.
Drug Patent Decimation 2010
According to Prudential Equity Group's Timothy Anderson, these companies face big losses to generics between 2010 and 2012.
Drug Patents Expiring
Total Company Sales Expiring
Forest Laboratories (nyse: FRX - news - people )
Namenda, Lexapro
86%
Pfizer (nyse: PFE - news - people )
Aricept, Lipitor, Viagra, Detrol, Geodon
41%
AstraZeneca (nyse: AZN - news - people )
Arimidex, Seroquel, Symbicort
38%
Bristol-Myers Squibb (nyse: BMY - news - people )
Plavix, Avapro, Abilify
30%
GlaxoSmithKline (nyse: GSK - news - people )
Advair, Avandia
23%
Eli Lilly (nyse: LLY - news - people )
Zyprexa
22%
Merck (nyse: MRK - news - people )
Cozaar/Hyzaar, Singulair
22%
Wyeth (nyse: WYE - news - people )
Effexor, Protonix
22%
Novartis (nyse: NVS - news - people )
Femara, Diovan
14%
Roche
None
None
Schering-Plough (nyse: SGP - news - people )
None
None
Source: Prudential Equity Group
"On one side I feel very sorry for the industry, on the other side it is a great opportunity for our generics business," says Daniel Vasella, chief executive of Novartis. Overall, he predicts that the pharma business "will remain a growth industry, the demand remains and demand will accelerate" due to the aging of the population. However, as more people take pills, governments will also do more to ratchet down drug prices. Right now, Congress is debating measures that might reduce the price Medicare pays for drugs, for instance.
On Monday, then, the entire drug industry will be watching to see what Jeff Kindler, the Pfizer chief executive, does. In losing torcetrapib, which he himself had called one of the biggest drug opportunities in years, he is coming off a dramatic failure. It seems certain that now Pfizer has to make plans to defend its turf and increase its earnings power. A few good new drugs wouldn't hurt either. The question at hand: Can drug companies, which have thrived based on the research successes of the mid-1990s, bring forth a new series of blockbuster medicines?
Goldman Sachs analyst Kelly, who coined the "black hole" term, sees a good chance for some drug makers. Aside from Pfizer, he likes Eli Lilly, which is developing a new blood thinner to compete with Plavix, the second-best-selling pill in the world made by Sanofi-Aventis (nyse: SNY - news - people ) and Bristol-Myers Squibb (nyse: BMY - news - people ). But he says that data emerging on new medicines over the next two years will be crucial to determining what kind of damage drug makers sustain five years from now--and how many more jobs these embattled giants will have to cut.
--Robert Langreth contributed to this story.
Pharmaceuticals
Big Pharma's Black Hole
Matthew Herper, 01.22.07, 8:30 AM ET
Big Pharma is heading "off a cliff" and into "a black hole," according to Wall Street.
Analysts are already using such big scary metaphors to describe the challenges facing the drug industry in five years, when drug makers will face the worst series of patent expirations ever.
Between 2010 and 2011, Big Pharma will lose 28% of their current sales, according to pharmaceutical analyst James Kelly of Goldman Sachs--who is calling this period "the patent black hole." Starting in 2008 and going through 2011, Kelly predicts annualized sales growth of only 2% for big drug makers.
Timothy Anderson of Prudential Equity Group says that this generic "cliff" is the largest in the history of pharma. Most of the companies he covers, including Pfizer (nyse: PFE - news - people ), Merck (nyse: MRK - news - people ), GlaxoSmithKline (nyse: GSK - news - people ), and Eli Lilly (nyse: LLY - news - people ), will lose top-sellers between 2010 and 2013. Already, he says, the loss of blockbuster products like Pfizer's Lipitor for high cholesterol, the world's best-selling drug, and Eli Lilly's Zyprexa for schizophrenia, is shaping decision-making at big drug makers.
A case in point: Pfizer, which is expected to announce deep job cuts and cost-cutting measures on Monday when it holds an analyst meeting in New York. The world's largest drug firm's new chief executive, Jeffrey Kindler, has said he wants to "transform" the company and took the unprecedented step of cutting some 2,000 jobs from the drug giant's 10,000-strong U.S. sales force. But that was before torcetrapib, a cholesterol drug that Pfizer had bet on as a Lipitor replacement, failed catastrophically in a big clinical trial.
Monday morning, Pfizer announced that its sales increased 2% in 2006. Earnings increased dramatically partly because of the sale of Pfizer's consumer business to Johnson & Johnson (nyse: JNJ - news - people ). But so-called operating earnings--those tracked by analysts--dropped in the fourth quarter by 12%, to 43 cents per share. That figure still tops the average forecast of Wall Street analysts polled by Thomson Financial. Further announcements on job cuts are expected later in the day.
In a note to investors last Monday, Barbara Ryan at Deutsche Bank predicted that Kindler will cut 8,000 more jobs from sales, manufacturing, and research and save $2 billion on top of the $4 billion worth of cost cuts he has already announced. That money, she says, could help Pfizer make a big acquisition to make up for the Lipitor loss. According to Anderson's estimates, Pfizer will lose 41% of its sales between 2010 and 2012, more than any drug maker he covers except for much smaller Forest Laboratories (nyse: FRX - news - people ).
Both Ryan and Kelly say it is worth betting on Kindler's planned transformation, especially since Pfizer pays a healthy dividend that was hiked by 21% this year. Anderson prefers Schering-Plough (nyse: SGP - news - people ), which has less generic exposure, and Novartis (nyse: NVS - news - people ), which has actually made a big investment in generics.
The problem for Pfizer and its peers is not just that older drugs are going off patent, but that new ones are not making up the difference. Last year, only 26 medicines or vaccines were approved by the Food and Drug Administration, half as many as in 1996, the year that Lipitor was approved. And although Pfizer launched an innovative stop-smoking pill, Chantix, and a cancer-fighter, Sutent, those medicines are not expected to make up for the losses of big sellers like antidepressant Zoloft and hypertension pill Norvasc, not to mention the $12-billion-a-year Lipitor.
Drug Patent Decimation 2010
According to Prudential Equity Group's Timothy Anderson, these companies face big losses to generics between 2010 and 2012.
Drug Patents Expiring
Total Company Sales Expiring
Forest Laboratories (nyse: FRX - news - people )
Namenda, Lexapro
86%
Pfizer (nyse: PFE - news - people )
Aricept, Lipitor, Viagra, Detrol, Geodon
41%
AstraZeneca (nyse: AZN - news - people )
Arimidex, Seroquel, Symbicort
38%
Bristol-Myers Squibb (nyse: BMY - news - people )
Plavix, Avapro, Abilify
30%
GlaxoSmithKline (nyse: GSK - news - people )
Advair, Avandia
23%
Eli Lilly (nyse: LLY - news - people )
Zyprexa
22%
Merck (nyse: MRK - news - people )
Cozaar/Hyzaar, Singulair
22%
Wyeth (nyse: WYE - news - people )
Effexor, Protonix
22%
Novartis (nyse: NVS - news - people )
Femara, Diovan
14%
Roche
None
None
Schering-Plough (nyse: SGP - news - people )
None
None
Source: Prudential Equity Group
"On one side I feel very sorry for the industry, on the other side it is a great opportunity for our generics business," says Daniel Vasella, chief executive of Novartis. Overall, he predicts that the pharma business "will remain a growth industry, the demand remains and demand will accelerate" due to the aging of the population. However, as more people take pills, governments will also do more to ratchet down drug prices. Right now, Congress is debating measures that might reduce the price Medicare pays for drugs, for instance.
On Monday, then, the entire drug industry will be watching to see what Jeff Kindler, the Pfizer chief executive, does. In losing torcetrapib, which he himself had called one of the biggest drug opportunities in years, he is coming off a dramatic failure. It seems certain that now Pfizer has to make plans to defend its turf and increase its earnings power. A few good new drugs wouldn't hurt either. The question at hand: Can drug companies, which have thrived based on the research successes of the mid-1990s, bring forth a new series of blockbuster medicines?
Goldman Sachs analyst Kelly, who coined the "black hole" term, sees a good chance for some drug makers. Aside from Pfizer, he likes Eli Lilly, which is developing a new blood thinner to compete with Plavix, the second-best-selling pill in the world made by Sanofi-Aventis (nyse: SNY - news - people ) and Bristol-Myers Squibb (nyse: BMY - news - people ). But he says that data emerging on new medicines over the next two years will be crucial to determining what kind of damage drug makers sustain five years from now--and how many more jobs these embattled giants will have to cut.
--Robert Langreth contributed to this story.
Medarex and Compugen Announce Therapeutic Antibody Co-Development Agreement
Tuesday January 23, 6:00 am ET
PRINCETON, N.J. and TEL AVIV, Israel, Jan. 23 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) and Compugen Ltd. (Nasdaq: CGEN - News) have entered into a collaborative agreement to develop novel monoclonal antibody-based therapeutics for oncology and autoimmune diseases. Under the terms of the agreement, Medarex and Compugen plan to share discovery, development and commercialization responsibilities on antibody-based therapeutics resulting from this collaboration, and share revenues generated from the sale of such therapeutic products.
Under the collaboration, Compugen expects to utilize its proprietary antibody-target discovery engine to identify novel drug targets. Medarex plans to develop fully human antibodies against these targets using its UltiMAb Human Antibody Development System®. The collaboration also provides that Compugen may independently pursue diagnostic applications involving certain antibodies and targets.
"We are pleased with this opportunity to pair our UltiMAb technology with new disease targets that may be generated by Compugen's target discovery capabilities and to potentially develop novel therapeutics to fight serious and life-threatening conditions," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "This new partnership also provides us with the potential opportunity to broaden the number of product candidates to treat cancer and autoimmune diseases currently in our pipeline."
"We are very excited about this broad collaboration with Medarex, a recognized world leader in developing antibody based therapies," said Alex Kotzer, CEO and President of Compugen. "This is a strategic move forward for Compugen with respect to collaborating in development and commercialization, as well as research and discovery. In addition, this is our first collaborative agreement in the field of therapeutics, following a number of recent agreements in various areas of diagnostics. We believe Medarex is the ideal partner to work with on our discoveries in the field of antibody targets as we continue to focus our discovery engine approach to new and exciting diagnostic and therapeutic areas."
Tuesday January 23, 6:00 am ET
PRINCETON, N.J. and TEL AVIV, Israel, Jan. 23 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) and Compugen Ltd. (Nasdaq: CGEN - News) have entered into a collaborative agreement to develop novel monoclonal antibody-based therapeutics for oncology and autoimmune diseases. Under the terms of the agreement, Medarex and Compugen plan to share discovery, development and commercialization responsibilities on antibody-based therapeutics resulting from this collaboration, and share revenues generated from the sale of such therapeutic products.
Under the collaboration, Compugen expects to utilize its proprietary antibody-target discovery engine to identify novel drug targets. Medarex plans to develop fully human antibodies against these targets using its UltiMAb Human Antibody Development System®. The collaboration also provides that Compugen may independently pursue diagnostic applications involving certain antibodies and targets.
"We are pleased with this opportunity to pair our UltiMAb technology with new disease targets that may be generated by Compugen's target discovery capabilities and to potentially develop novel therapeutics to fight serious and life-threatening conditions," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex. "This new partnership also provides us with the potential opportunity to broaden the number of product candidates to treat cancer and autoimmune diseases currently in our pipeline."
"We are very excited about this broad collaboration with Medarex, a recognized world leader in developing antibody based therapies," said Alex Kotzer, CEO and President of Compugen. "This is a strategic move forward for Compugen with respect to collaborating in development and commercialization, as well as research and discovery. In addition, this is our first collaborative agreement in the field of therapeutics, following a number of recent agreements in various areas of diagnostics. We believe Medarex is the ideal partner to work with on our discoveries in the field of antibody targets as we continue to focus our discovery engine approach to new and exciting diagnostic and therapeutic areas."
Medarex Earnings Conference Call (Q3 2006)
Scheduled to start Wed, Feb 7, 2007, 4:30 pm Eastern
Scheduled to start Wed, Feb 7, 2007, 4:30 pm Eastern
Antwort auf Beitrag Nr.: 27.130.950 von Ville7 am 23.01.07 15:29:37Und weiter gehts runter - unglaublich!!!
Antwort auf Beitrag Nr.: 27.131.411 von mountainbiker am 23.01.07 15:48:01Shorts sind am Werk, der komplette Anstieg seit November ist auskonsolidiert. Fragt sich nur, obs noch bis 12$ runterrauscht
Antwort auf Beitrag Nr.: 27.132.644 von flow_solver am 23.01.07 16:42:13@ville7
ich weiss das ich es mir jetzt sehr einfach mache.. aber könntest du so ein in etwa zeitplan wie für gpc nicht auch mal für medarex einstellen ??
thx! und liebe grüße
pimpo
ich weiss das ich es mir jetzt sehr einfach mache..
aber könntest du so ein in etwa zeitplan wie für gpc nicht auch mal für medarex einstellen ??thx! und liebe grüße
pimpo
Antwort auf Beitrag Nr.: 27.135.638 von Pimpoholick am 23.01.07 18:54:33Auf gehts - REVERSAL!!!
Antwort auf Beitrag Nr.: 27.135.819 von mountainbiker am 23.01.07 19:06:20Gibts eigentlich noch irgendwo ne größere Folter als diese Aktie???
Antwort auf Beitrag Nr.: 27.137.537 von mountainbiker am 23.01.07 20:37:57Ja, die gibts, HANA Bioscience, A0ETGH , da sind wir mit Medx gut aufgestellt, hab heut nochmals 2000 Stück Medx in mein Depot buchen können
, da sind wir mit Medx gut aufgestellt, hab heut nochmals 2000 Stück Medx in mein Depot buchen können
Antwort auf Beitrag Nr.: 27.137.968 von Shareholder33 am 23.01.07 20:57:33Puh! Fast unverändert geschlossen. Gehts ab morgen nun endlich mal wieder hoch?
Antwort auf Beitrag Nr.: 27.135.638 von Pimpoholick am 23.01.07 18:54:33Pimpo, das wäre doch eine tolle Aufgabe für dich.
Kannst ja Posting #2830 als Grundlage nehmen.
Kannst ja Posting #2830 als Grundlage nehmen.
Antwort auf Beitrag Nr.: 27.147.939 von Ville7 am 24.01.07 12:40:42sorry habe ich vollkommen übersehen... sollte ich am weeky zeit finden werde ich versuchen ergänzend zur seite zu stehen...
ansonsten nochmal tausend dank....
grüße
pimpo
habe ich vollkommen übersehen... sollte ich am weeky zeit finden werde ich versuchen ergänzend zur seite zu stehen... ansonsten nochmal tausend dank....
grüße
pimpo
Antwort auf Beitrag Nr.: 27.201.107 von mountainbiker am 26.01.07 16:08:12Woher die Ungeduld? Medarex ist ein Play auf Jahresmitte bis Jahresende 2007. Kurse dieser Region dürften bis dahin der Vergangenheit angehören
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1912343[/URL]
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http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…
Medarex news within the next year
27-Jan-07 12:10 pm
klipfiskigen
------------------------------
*Ipilimumab BLA filing
*Additional potential BLA filings and/or phase III data
-- Centocor: CNTO-148
-- Centocor: CNTO-1275
-- Pfizer: Ticilimumab
-- Genmab: Humax-CD4
-- Genmab: Humax-CD20
*Ipilimumab program expansion
-- Phase III initiation in melanoma adjuvant
-- Phase III initiation in prostate
-- Phase II initiation in lung
*MDX-066/MDX-1388 (anti-C. diff.) Phase II completion – YE07
*MDX-060 + chemotherapy – Phase II data – 2H07/1H08
*MDX-1100 (anti-IP 10) Phase II in inflammation – 2H07
*MDX-1106 (anti-PD-1) Phase II initiation in cancer – 2H 07
-- Infectious disease (HIV, HCV) – IND filing 1H07
*MEDI-545: Medarex option to co-promote and share profit
-- Phase I data expected in 1H07
-- Lupus phase II trials in 2007
-- Psoriasis phase I in 2007
-- Idiopathic inflammatory myositis phase II in 2007
*Potential IND filings 2007
-- MEDI-1333
-- MDX-1342: 2H07
-- MDX-1411: 2H07
-- Pacmab antibody
Medarex news within the next year
27-Jan-07 12:10 pm
klipfiskigen
------------------------------
*Ipilimumab BLA filing
*Additional potential BLA filings and/or phase III data
-- Centocor: CNTO-148
-- Centocor: CNTO-1275
-- Pfizer: Ticilimumab
-- Genmab: Humax-CD4
-- Genmab: Humax-CD20
*Ipilimumab program expansion
-- Phase III initiation in melanoma adjuvant
-- Phase III initiation in prostate
-- Phase II initiation in lung
*MDX-066/MDX-1388 (anti-C. diff.) Phase II completion – YE07
*MDX-060 + chemotherapy – Phase II data – 2H07/1H08
*MDX-1100 (anti-IP 10) Phase II in inflammation – 2H07
*MDX-1106 (anti-PD-1) Phase II initiation in cancer – 2H 07
-- Infectious disease (HIV, HCV) – IND filing 1H07
*MEDI-545: Medarex option to co-promote and share profit
-- Phase I data expected in 1H07
-- Lupus phase II trials in 2007
-- Psoriasis phase I in 2007
-- Idiopathic inflammatory myositis phase II in 2007
*Potential IND filings 2007
-- MEDI-1333
-- MDX-1342: 2H07
-- MDX-1411: 2H07
-- Pacmab antibody
http://www.pipelinereview.com/joomla/content/view/9444/102/
Kirin and Astellas Enter Into a Licensing Agreement on an Immunosuppressive Fully Human Monoclonal Antibody Print E-mail
24 Jan 2007
Announced today that they have entered into a license and collaborative research and development agreement under which Kirin and Astellas will exclusively collaborate in developing and marketing a fully human anti-CD40 antagonistic monoclonal antibody ("CD40 antagonistic mAb"), in the world.
TOKYO, Japan | Jan 24, 2007 | Kirin Brewery Company, Limited ("Kirin"; Headquarters: Tokyo; President and COO: Kazuyasu Kato) and Astellas Pharma Inc. ("Astellas"; Headquarters: Tokyo; President and CEO: Masafumi Nogimori) announced today that they have entered into a license and collaborative research and development agreement under which Kirin and Astellas will exclusively collaborate in developing and marketing a fully human anti-CD40 antagonistic monoclonal antibody ("CD40 antagonistic mAb"), in the world.
The immune system primarily serves to protect the body against infectious pathogens. This CD40 antagonistic mAb was discovered by Kirin and shows strong immunosuppressive activity in preclinical studies. The mechanism of action for CD40 antagonistic mAb is considered that it inhibits signal transduction between T-cell, playing main roles in immune response, and antigen-presenting cell. Although it is now under research and development for the first target indication of "prophylaxis of organ rejection associated with organ transplantation," it is also expected to be used for certain autoimmune diseases.
Under this agreement, Kirin will receive a certain upfront payment as well as milestone payments. Research and development will be carried out worldwide between Astellas and Kirin with equal cost sharing. On a worldwide basis, Astellas has a right to sell the product, and Kirin has a right to co-promote. Profit will be equally shared. With regard to Japan, Kirin retains a right to co-market; each party will pay to the other a certain royalty in stead of profit sharing.
Kirin has been creating and developing fully human antibody drugs using its unique TC MouseTM Technology Platform, one of which is the CD40 antagonistic mAb. Immunological diseases are one of Kirin's focused targets, and Kirin will establish a product pipeline in the field of immunology starting with the CD40 antagonistic mAb. In addition, Kirin plans to establish worldwide capability of development and commercialization, and CD40 antagonistic mAb, through this collaboration with Astellas, is one of the products to carry out such strategy. Kirin believes CD40 antagonistic mAb contributes to medication for transplantation and autoimmune diseases.
Astellas has strong basis on transplantation field worldwide through the marketing of Prograf, an immunosuppressant discovered and developed by Astellas, for organ transplantation field in more than 70 countries. Astellas recognizes transplantations as a high prioritized category and through this collaboration with Kirin, will strengthen this field and will continue to contribute to transplantation medication.
(Reference)
This CD40 antagonistic mAb is an antibody which binds to CD40 expressed on antigen-presenting cell (APC). APC presents foreign substances' (antigens') information to T-cell which plays the main roles in immune response against foreign substances (antigens) when they enter the body. When T-cell interacts with APC and is activated, it triggers several immune reactions, including production of antibodies and cytokines, which exclude the pathogen or reject "non-self" graft from the body. CD40 ligand (CD40L) is expressed on T-cell and specifically binds to CD40. The binding of CD40 and CD40L triggers immune reactions, and CD40 antagonistic mAb suppresses immune response by inhibition of this binding of CD40 and CD40L. Furthermore, CD40, known to be expressed on B-cell and macrophage, plays the crucial role in the antibody production and inflammatory response, respectively. Thus, CD40 antagonistic mAb directly suppresses antibody production and inflammatory response.
About Kirin:
Kirin Brewery's Pharmaceutical Division is committed to providing innovative pharmaceuticals to patients in the field of kidney diseases, cancer (including hematological disorders), immunological diseases, and infectious diseases by using its unique and strong biotechnology. Kirin Brewery's Pharmaceutical Division has established operations in Asian countries and will expand globally including North America and Europe as a specialty pharmaceutical company. For more information on Kirin Brewery's Pharmaceutical Division, please visit its website at http://www.kirin.co.jp/english/index.html.
About Astellas:
Astellas Pharma Inc., located in Tokyo, Japan, is a pharmaceutical company dedicated to improving the health of people around the world through the provision of innovative and reliable pharmaceutical products. The organization is committed to becoming a global pharmaceutical company by combining outstanding R&D and marketing capabilities and continuing to grow in the world pharmaceutical market. For more information on Astellas Pharma Inc., please visit the company's website at http://www.astellas.com.
SOURCE: Kirin Brewery Company, Limited
Kirin and Astellas Enter Into a Licensing Agreement on an Immunosuppressive Fully Human Monoclonal Antibody Print E-mail
24 Jan 2007
Announced today that they have entered into a license and collaborative research and development agreement under which Kirin and Astellas will exclusively collaborate in developing and marketing a fully human anti-CD40 antagonistic monoclonal antibody ("CD40 antagonistic mAb"), in the world.
TOKYO, Japan | Jan 24, 2007 | Kirin Brewery Company, Limited ("Kirin"; Headquarters: Tokyo; President and COO: Kazuyasu Kato) and Astellas Pharma Inc. ("Astellas"; Headquarters: Tokyo; President and CEO: Masafumi Nogimori) announced today that they have entered into a license and collaborative research and development agreement under which Kirin and Astellas will exclusively collaborate in developing and marketing a fully human anti-CD40 antagonistic monoclonal antibody ("CD40 antagonistic mAb"), in the world.
The immune system primarily serves to protect the body against infectious pathogens. This CD40 antagonistic mAb was discovered by Kirin and shows strong immunosuppressive activity in preclinical studies. The mechanism of action for CD40 antagonistic mAb is considered that it inhibits signal transduction between T-cell, playing main roles in immune response, and antigen-presenting cell. Although it is now under research and development for the first target indication of "prophylaxis of organ rejection associated with organ transplantation," it is also expected to be used for certain autoimmune diseases.
Under this agreement, Kirin will receive a certain upfront payment as well as milestone payments. Research and development will be carried out worldwide between Astellas and Kirin with equal cost sharing. On a worldwide basis, Astellas has a right to sell the product, and Kirin has a right to co-promote. Profit will be equally shared. With regard to Japan, Kirin retains a right to co-market; each party will pay to the other a certain royalty in stead of profit sharing.
Kirin has been creating and developing fully human antibody drugs using its unique TC MouseTM Technology Platform, one of which is the CD40 antagonistic mAb. Immunological diseases are one of Kirin's focused targets, and Kirin will establish a product pipeline in the field of immunology starting with the CD40 antagonistic mAb. In addition, Kirin plans to establish worldwide capability of development and commercialization, and CD40 antagonistic mAb, through this collaboration with Astellas, is one of the products to carry out such strategy. Kirin believes CD40 antagonistic mAb contributes to medication for transplantation and autoimmune diseases.
Astellas has strong basis on transplantation field worldwide through the marketing of Prograf, an immunosuppressant discovered and developed by Astellas, for organ transplantation field in more than 70 countries. Astellas recognizes transplantations as a high prioritized category and through this collaboration with Kirin, will strengthen this field and will continue to contribute to transplantation medication.
(Reference)
This CD40 antagonistic mAb is an antibody which binds to CD40 expressed on antigen-presenting cell (APC). APC presents foreign substances' (antigens') information to T-cell which plays the main roles in immune response against foreign substances (antigens) when they enter the body. When T-cell interacts with APC and is activated, it triggers several immune reactions, including production of antibodies and cytokines, which exclude the pathogen or reject "non-self" graft from the body. CD40 ligand (CD40L) is expressed on T-cell and specifically binds to CD40. The binding of CD40 and CD40L triggers immune reactions, and CD40 antagonistic mAb suppresses immune response by inhibition of this binding of CD40 and CD40L. Furthermore, CD40, known to be expressed on B-cell and macrophage, plays the crucial role in the antibody production and inflammatory response, respectively. Thus, CD40 antagonistic mAb directly suppresses antibody production and inflammatory response.
About Kirin:
Kirin Brewery's Pharmaceutical Division is committed to providing innovative pharmaceuticals to patients in the field of kidney diseases, cancer (including hematological disorders), immunological diseases, and infectious diseases by using its unique and strong biotechnology. Kirin Brewery's Pharmaceutical Division has established operations in Asian countries and will expand globally including North America and Europe as a specialty pharmaceutical company. For more information on Kirin Brewery's Pharmaceutical Division, please visit its website at http://www.kirin.co.jp/english/index.html.
About Astellas:
Astellas Pharma Inc., located in Tokyo, Japan, is a pharmaceutical company dedicated to improving the health of people around the world through the provision of innovative and reliable pharmaceutical products. The organization is committed to becoming a global pharmaceutical company by combining outstanding R&D and marketing capabilities and continuing to grow in the world pharmaceutical market. For more information on Astellas Pharma Inc., please visit the company's website at http://www.astellas.com.
SOURCE: Kirin Brewery Company, Limited
http://www.healthvalue.net/ctlaigenglish.html
Interessanter Link. Hier wird gezeigt, wie die Aktivierung und Deaktivierung der T-Zellen (quasi der Gesundheitspolizei im Körper) erfolgt. CTLA-4 ist für die Hemmung der Immunaktivität.
Ipilimumab (MDX-010) blockiert CTLA-4 und hemmt damit die Hemmung der Immunabwehr, welcher sich Krebs zu eigen macht. Die Immunabwehr wird dadurch also hochgefahren, der Krebs wird vom eigenen Immunsystem angegriffen. Deshalb denkt Medarex, dass Ipilimumab gegen Krebs jeglicher Art wirksam ist.
Ein kleiner Exkurs um zu verstehen welches Blockbusterpotential MDX-010 hat, welches derzeit in Phase III in Melanomen und anderen Krebsarten untersucht wird.
Medarex koentwickelt MDX-010 zusammen mit Bristol-Myers Squibb. Phase III Ergebnisse werden noch in 2007 erwartet.
Interessanter Link. Hier wird gezeigt, wie die Aktivierung und Deaktivierung der T-Zellen (quasi der Gesundheitspolizei im Körper) erfolgt. CTLA-4 ist für die Hemmung der Immunaktivität.
Ipilimumab (MDX-010) blockiert CTLA-4 und hemmt damit die Hemmung der Immunabwehr, welcher sich Krebs zu eigen macht. Die Immunabwehr wird dadurch also hochgefahren, der Krebs wird vom eigenen Immunsystem angegriffen. Deshalb denkt Medarex, dass Ipilimumab gegen Krebs jeglicher Art wirksam ist.
Ein kleiner Exkurs um zu verstehen welches Blockbusterpotential MDX-010 hat, welches derzeit in Phase III in Melanomen und anderen Krebsarten untersucht wird.
Medarex koentwickelt MDX-010 zusammen mit Bristol-Myers Squibb. Phase III Ergebnisse werden noch in 2007 erwartet.
Antwort auf Beitrag Nr.: 27.275.686 von Ville7 am 29.01.07 17:09:37Und wieder ab ins Minus! Sind ja auch zu gut gelaufen die letzten Tage...
Sind ja auch zu gut gelaufen die letzten Tage...
Antwort auf Beitrag Nr.: 27.280.399 von mountainbiker am 29.01.07 19:55:23Nur das langfristige Bild zählt.. alles andere ist Rauschen im Wind.
Antwort auf Beitrag Nr.: 27.280.811 von Ville7 am 29.01.07 20:12:07Hab aber auch nen dicken Tadingbatzem drin mittlerweile - und das Ding bringt mich seit 2 Monaten fast jeden Tag zum Kochen
Antwort auf Beitrag Nr.: 27.281.849 von mountainbiker am 29.01.07 20:59:09Nunja, schaun wir mal ob deine kurzfristigen Hoffnungen erfüllt werden. MEDX kratze gestern am kurzfristigen Downtrend. Möglicherweise kann dieser heute mit Schmackes durchstossen werden. Hängt auch von den Indizes ab, die mir derzeit technisch nicht so wirklich gefallen..
GENMAB ANNOUNCES CHANGE IN BOARD OF DIRECTORS
Copenhagen, Denmark; January 31, 2007 - Genmab A/S (CSE: GEN) announced today that effective immediately, Irwin Lerner has resigned from Genmab's Board of Directors in light of his recently expanded responsibilities as Interim President and Chief Executive Officer of Medarex, Inc..
Copenhagen, Denmark; January 31, 2007 - Genmab A/S (CSE: GEN) announced today that effective immediately, Irwin Lerner has resigned from Genmab's Board of Directors in light of his recently expanded responsibilities as Interim President and Chief Executive Officer of Medarex, Inc..
Test!
Next try. Mit Gap.
Erneuter Test:
Antwort auf Beitrag Nr.: 27.326.745 von Ville7 am 31.01.07 18:01:58#2862 sehe ich.
Was lange währt wird endlich gut?
Was lange währt wird endlich gut?
Antwort auf Beitrag Nr.: 27.327.922 von eck64 am 31.01.07 18:41:25Jetzt warn ma sogar mal im Plus, aber das kann ja nicht angehen...
Antwort auf Beitrag Nr.: 27.331.702 von mountainbiker am 31.01.07 20:58:09Ach Leck mich MEDX, alles steigt nur der Schrott fällt weiter! Da braucht man ja ne Schachtel Valium dazu!
Quo vadis Medarex?
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1921859[/URL]
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[URL
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Antwort auf Beitrag Nr.: 27.349.389 von Ville7 am 01.02.07 16:16:35[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1923273[/URL]
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Downtrend trifft Uptrend. Was wird passieren?
Auf jeden Fall kämpft der Kurs am 61,8% Retracement rum.
Der MACD steht kurz vor einem Kaufsignal (?)...
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1924283[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1924283[/URL]
Auf jeden Fall kämpft der Kurs am 61,8% Retracement rum.
Der MACD steht kurz vor einem Kaufsignal (?)...
[URL
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1924283[/URL]
Genmab steigt weiter. +4% heute. MEDX mit ihrem 17% Anteil freut es. Auch wenn sie nicht mitsteigen...
Ziemlich überverkauft. Wenn das Ding mal etwas steigen würde würde der MACD ein klares Kaufsignal ausgeben. Aber was nicht ist kann noch kommen...
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1933271[/URL]
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[URL
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Antwort auf Beitrag Nr.: 27.491.091 von Ville7 am 07.02.07 17:55:13Das Ding ist momentan unsteigbar. Allein der Genmab Anteil macht ja schon fast 1/3 der Marktkap aus...
Centocor vermeldet positive Ergebnisse zum CNTO 1275. Na also, soll der Kurs doch dahindümpeln, fundamental passt es...
---------------
Centocor: Data shows positive results from CNTO 1275
Last Update: 5:47 PM ET Feb 7, 2007
SAN FRANCISCO (MarketWatch) --
Centocor Inc. unit after Wednesday's closing bell said data published in the New England Journal of Medicine showed that patients with moderate to severe plaque psoriasis receiving subcutaneous injections of the company's CNTO 1275 experienced "significant clearance" of skin disease. CNTO 1275 is a fully human monoclonal antibody in Phase 3 development for the treatment of moderate to severe plaque psoriasis. The pharmaceutical company said that at week 12 of the study, 81% percent of patients receiving doses of CNTO 1275 achieved at least 75% improvement in their psoriasis, as measured by the Psoriasis Area Severity Index, compared with 2% of patients receiving placebo.
---------------
Centocor: Data shows positive results from CNTO 1275
Last Update: 5:47 PM ET Feb 7, 2007
SAN FRANCISCO (MarketWatch) --
Centocor Inc. unit after Wednesday's closing bell said data published in the New England Journal of Medicine showed that patients with moderate to severe plaque psoriasis receiving subcutaneous injections of the company's CNTO 1275 experienced "significant clearance" of skin disease. CNTO 1275 is a fully human monoclonal antibody in Phase 3 development for the treatment of moderate to severe plaque psoriasis. The pharmaceutical company said that at week 12 of the study, 81% percent of patients receiving doses of CNTO 1275 achieved at least 75% improvement in their psoriasis, as measured by the Psoriasis Area Severity Index, compared with 2% of patients receiving placebo.
Antwort auf Beitrag Nr.: 27.499.799 von Ville7 am 08.02.07 00:32:29Psoriasis ist hier landläufig unter Schuppenflechte bekannt. Die Zwischenergenisse nach 12 Wochen besagen also, dass in Woche 12 der Studie 81% der Patienten welche CNTO 1275 erhalten haben mindestens eine 75% Verbesserung ihres Krankheitsbildes erreicht haben, wogegen die Kontrollgruppe mit Plazebo nur 2% Verbesserung erreichte.
Ich bin gespannt auf die Endergebnisse, ob der Effekt auch über 12 Wochen hinweg so hoch bleibt und wie die Signifikanz aussieht. Die Zwischenergebnisse lassen mich schon jetzt sehr optimistisch für eine Zulassung sein.
Ich bin gespannt auf die Endergebnisse, ob der Effekt auch über 12 Wochen hinweg so hoch bleibt und wie die Signifikanz aussieht. Die Zwischenergebnisse lassen mich schon jetzt sehr optimistisch für eine Zulassung sein.
Antwort auf Beitrag Nr.: 27.500.097 von Ville7 am 08.02.07 00:45:25@ville,
ich nehme an, für Zulassung ist nicht die alternative Placebo entscheidend, sondern die bereits zugelassenen Alternativen.
Sind dir da Statistiken bekannt?
ich nehme an, für Zulassung ist nicht die alternative Placebo entscheidend, sondern die bereits zugelassenen Alternativen.
Sind dir da Statistiken bekannt?
Antwort auf Beitrag Nr.: 27.501.708 von eck64 am 08.02.07 07:08:281. Richtig. Ich habe hier allerdings wenig Sorge, dass sie das schaffen.
2. Ja klar:
Infliximab/Remicade scheint ähnliche Behandlungserfolge auszuweisen, der überragende Vorteil von CNT0 1275 ist allerdings, dass er vollhuman ist und nicht chimär wie Infliximab. Daher sind weit weniger Nebenwirkungen zu erwarten.
Name Präparat Typ Zielstruktur Anwendungsgebiet
Infliximab Remicade® chimär Tumor Nekrose Faktor α (TNF-&) Morbus Crohn, Rheumatoide Arthritis, Morbus Bechterew, Psoriasis-Arthritis, Colitis ulcerosa
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?cmd=retrieve&d…
Infliximab induction therapy for patients with severe plaque-type psoriasis: a randomized, double-blind, placebo-controlled trial.
Gottlieb AB, Evans R, Li S, Dooley LT, Guzzo CA, Baker D, Bala M, Marano CW, Menter A.
University of Medicine and Dentistry of New Jersey Robert Wood Johnson Medical School, New Brunswick, NJ 08901, USA. gottliab@umdnj.edu
BACKGROUND: Tumor necrosis factor-alpha is a key mediator in the pathogenesis of psoriasis. Infliximab is a monoclonal antibody that specifically binds to tumor necrosis factor-alpha, blocking its biologic activity. OBJECTIVE: The purpose of this study was to access the efficacy and safety of infliximab induction therapy for patients with severe plaque psoriasis. METHODS: In this multicenter, double-blind, placebo-controlled trial, 249 patients with severe plaque psoriasis were randomly assigned to receive intravenous infusions of either 3 or 5 mg/kg of infliximab or placebo given at weeks 0, 2, and 6. The primary end point was the proportion of patients who achieved at least 75% improvement in Psoriasis Area and Severity Index score from baseline at week 10. At week 26, patients whose Physician Global Assessment indicated moderate or severe disease were eligible for a single intravenous infusion of their assigned treatment to assess the safety of retreatment after a 20-week, treatment-free interval. RESULTS: At week 10, 72% of patients treated with infliximab (3 mg/kg) and 88% of patients treated with infliximab (5 mg/kg) achieved a 75% or greater improvement from baseline in Psoriasis Area and Severity Index score compared with 6% of patients treated with placebo (P <.001). Improvement was observed in both infliximab groups as early as 2 weeks. Overall, 63%, 78%, and 79% of patients in the placebo, 3-, and 5-mg/kg groups, respectively, reported one or more adverse events. CONCLUSIONS: Infliximab treatment resulted in a rapid and significant improvement in the signs and symptoms of psoriasis. Infliximab was generally well tolerated.
2. Ja klar:
Infliximab/Remicade scheint ähnliche Behandlungserfolge auszuweisen, der überragende Vorteil von CNT0 1275 ist allerdings, dass er vollhuman ist und nicht chimär wie Infliximab. Daher sind weit weniger Nebenwirkungen zu erwarten.
Name Präparat Typ Zielstruktur Anwendungsgebiet
Infliximab Remicade® chimär Tumor Nekrose Faktor α (TNF-&) Morbus Crohn, Rheumatoide Arthritis, Morbus Bechterew, Psoriasis-Arthritis, Colitis ulcerosa
http://www.ncbi.nlm.nih.gov/entrez/query.fcgi?cmd=retrieve&d…
Infliximab induction therapy for patients with severe plaque-type psoriasis: a randomized, double-blind, placebo-controlled trial.
Gottlieb AB, Evans R, Li S, Dooley LT, Guzzo CA, Baker D, Bala M, Marano CW, Menter A.
University of Medicine and Dentistry of New Jersey Robert Wood Johnson Medical School, New Brunswick, NJ 08901, USA. gottliab@umdnj.edu
BACKGROUND: Tumor necrosis factor-alpha is a key mediator in the pathogenesis of psoriasis. Infliximab is a monoclonal antibody that specifically binds to tumor necrosis factor-alpha, blocking its biologic activity. OBJECTIVE: The purpose of this study was to access the efficacy and safety of infliximab induction therapy for patients with severe plaque psoriasis. METHODS: In this multicenter, double-blind, placebo-controlled trial, 249 patients with severe plaque psoriasis were randomly assigned to receive intravenous infusions of either 3 or 5 mg/kg of infliximab or placebo given at weeks 0, 2, and 6. The primary end point was the proportion of patients who achieved at least 75% improvement in Psoriasis Area and Severity Index score from baseline at week 10. At week 26, patients whose Physician Global Assessment indicated moderate or severe disease were eligible for a single intravenous infusion of their assigned treatment to assess the safety of retreatment after a 20-week, treatment-free interval. RESULTS: At week 10, 72% of patients treated with infliximab (3 mg/kg) and 88% of patients treated with infliximab (5 mg/kg) achieved a 75% or greater improvement from baseline in Psoriasis Area and Severity Index score compared with 6% of patients treated with placebo (P <.001). Improvement was observed in both infliximab groups as early as 2 weeks. Overall, 63%, 78%, and 79% of patients in the placebo, 3-, and 5-mg/kg groups, respectively, reported one or more adverse events. CONCLUSIONS: Infliximab treatment resulted in a rapid and significant improvement in the signs and symptoms of psoriasis. Infliximab was generally well tolerated.
Antwort auf Beitrag Nr.: 27.504.023 von Ville7 am 08.02.07 09:38:52PS: Remicade ist inwischen ein Blockbuster, siehe hier:
http://www.n-tv.de/759579.html
Mit Remicade kam Schering-Plough im Zeitraum von Oktober bis Dezember [2006] auf einen Umsatz von 337 Millionen Dollar, ein Plus von 34 Prozent.
http://www.n-tv.de/759579.html
Mit Remicade kam Schering-Plough im Zeitraum von Oktober bis Dezember [2006] auf einen Umsatz von 337 Millionen Dollar, ein Plus von 34 Prozent.
Antwort auf Beitrag Nr.: 27.504.097 von Ville7 am 08.02.07 09:41:56Bin mal gespannt, ob die Ergebnisse auch auf der MEDX Homepage dargestellt werden...
Eigentlich ja TOP News, oder?
Eigentlich ja TOP News, oder?
Antwort auf Beitrag Nr.: 27.505.253 von mountainbiker am 08.02.07 10:28:42MEDX PR und IR ist so gut wie nicht vorhanden. Du wirst auf diese News vergeblich warten, vielleicht wirst du davon auf einer IR Präsentation was zu sehen bekommen.
Sollte CNTO 1275 auch nur 1Mrd USD generieren würde das künftig ca. 40 Mio an Umsätzen (ohne zugehörige Kosten) zur Umsatzbasis von Medarex hinzufügen. Daher schon eine super-News, dass der Partner hier on-track ist.
Der eigentliche Werttreiber wird allerdings Ipilimumab sein - wenn sie die Zulassung schaffen und die weiteren Indikationen Erfolge zeigen, 45% der Einnahmen aus USA (vor Marketing und Vertriebskosten) mit Aussicht auf einen Multimilliardenblockbuster ist für mich die eigentliche Bombe, die in dieser Firma steckt.
Sollte CNTO 1275 auch nur 1Mrd USD generieren würde das künftig ca. 40 Mio an Umsätzen (ohne zugehörige Kosten) zur Umsatzbasis von Medarex hinzufügen. Daher schon eine super-News, dass der Partner hier on-track ist.
Der eigentliche Werttreiber wird allerdings Ipilimumab sein - wenn sie die Zulassung schaffen und die weiteren Indikationen Erfolge zeigen, 45% der Einnahmen aus USA (vor Marketing und Vertriebskosten) mit Aussicht auf einen Multimilliardenblockbuster ist für mich die eigentliche Bombe, die in dieser Firma steckt.
Antwort auf Beitrag Nr.: 27.505.253 von mountainbiker am 08.02.07 10:28:42Naja, absolut positiv sind die Daten ja nicht. Bei höheren Dosen treten doch ziemliche Nebenwirkungen auf. Aber das ist wohl Sache der Spezialisten, dies zu bewerten...
Wirksam ist das Ding jedenfalls!
Wieviel bekommt eigentlich MEDX bei Marktzulassung?
Wirksam ist das Ding jedenfalls!
Wieviel bekommt eigentlich MEDX bei Marktzulassung?
Antwort auf Beitrag Nr.: 27.505.579 von mountainbiker am 08.02.07 10:40:59Mountainbiker, das waren doch die Daten zu Remicade, also dem chimären Antikörper, der schon auf dem Markt ist. Eck fragte mich gegen was man die CNTO Daten vergleichen kann.
Medarex/CNTO 1275 wird viel weniger Nebenwirkungen haben, da er vollhuman ist. Also alles okay.
Medarex bekommt ca. 3-5% an Royalties hierfür. Und noch Meilensteinzahlungen bei Zulassung.
Medarex/CNTO 1275 wird viel weniger Nebenwirkungen haben, da er vollhuman ist. Also alles okay.
Medarex bekommt ca. 3-5% an Royalties hierfür. Und noch Meilensteinzahlungen bei Zulassung.
Antwort auf Beitrag Nr.: 27.506.475 von Ville7 am 08.02.07 11:16:47Klar, so ist das:
Ein neues Präparat kriegt die Zulassung, wenn es bei gleichen Nebenwirkungen besser ist oder gleich gut mit weniger Nebenwirkungen. Am besten natürlich beides zusammen.
Ein neues Präparat kriegt die Zulassung, wenn es bei gleichen Nebenwirkungen besser ist oder gleich gut mit weniger Nebenwirkungen. Am besten natürlich beides zusammen.
Antwort auf Beitrag Nr.: 27.506.556 von eck64 am 08.02.07 11:19:31Ich hab mich auch nicht auf die Daten zu Remicade bezogen, sondern auf die News, die im Ami-Yahoo Board gepostet wurden. Frag mich sowieso, warum du die hier nicht reinstellst?...
Antwort auf Beitrag Nr.: 27.506.966 von mountainbiker am 08.02.07 11:34:41Weil ich sie noch nicht kannte. Gestern abend waren sie (mir) noch nicht bekannt. Wenn du Infos hast sei so frei und stell sie hier rein, damit wir alle auf selbem Infostand sind.
Hier die Infos:
Serious adverse events leading to hospitalization were seen in 4 percent of those receiving CNTO 1275 in the trial, compared with 1 percent of those receiving placebos.
J&J said the most common serious adverse event was heart attacks, seen in two patients treated with CNTO 1275 but none among the far smaller group of patients taking placebos.
Moreover, a greater proportion of patients taking the J&J drug developed elevated levels of blood sugar, compared with those taking placebos, although the difference was not statistically significant. Increased levels of blood sugar, or glucose, are associated with higher risk of developing diabetes.
Parks said that far larger Phase III trials would be needed to better assess the safety and effectiveness of CNTO 1275.
Reuters Pictures
Editors Choice: Best pictures
from the last 24 hours.
View Slideshow
Hier die Infos:
Serious adverse events leading to hospitalization were seen in 4 percent of those receiving CNTO 1275 in the trial, compared with 1 percent of those receiving placebos.
J&J said the most common serious adverse event was heart attacks, seen in two patients treated with CNTO 1275 but none among the far smaller group of patients taking placebos.
Moreover, a greater proportion of patients taking the J&J drug developed elevated levels of blood sugar, compared with those taking placebos, although the difference was not statistically significant. Increased levels of blood sugar, or glucose, are associated with higher risk of developing diabetes.
Parks said that far larger Phase III trials would be needed to better assess the safety and effectiveness of CNTO 1275.
Reuters Pictures
Editors Choice: Best pictures
from the last 24 hours.
View Slideshow
Antwort auf Beitrag Nr.: 27.508.349 von Ville7 am 08.02.07 12:28:55Anscheinend hat(te) Remicade auch Probleme mit der Nebenwirkung Herzinfarkt. Es liegt also wohl am Wirkmechanismus, nicht am Antikörper.
Antwort auf Beitrag Nr.: 27.508.425 von Ville7 am 08.02.07 12:32:31Und an der Dosierung! Hier spielt wohl die Dosisfindung eine entscheidende Rolle! Kompromiss aus erwünschter Wirkung und Nebenwirkung...
Antwort auf Beitrag Nr.: 27.508.722 von mountainbiker am 08.02.07 12:43:23Richtig.
Folien der letzten IR Präsentation (vom 10.1.). Sehr interessant!
http://www.sec.gov/Archives/edgar/data/874255/00011046590700…
http://www.sec.gov/Archives/edgar/data/874255/00011046590700…
Antwort auf Beitrag Nr.: 27.510.702 von Ville7 am 08.02.07 14:02:11Wieder nix heute
Antwort auf Beitrag Nr.: 27.514.575 von mountainbiker am 08.02.07 16:11:50Auf was wartest du denn? An der Börse braucht man Geduld.
Ewig wirds nicht rumdümpeln können ...
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1937058[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1937058[/URL]
[URL
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1937058[/URL]
Antwort auf Beitrag Nr.: 27.539.507 von Ville7 am 09.02.07 08:38:25Und wieder nix
Langsam hab ich sowas von die Schnauze voll!
Langsam hab ich sowas von die Schnauze voll
!
Wann tut sich mal wieder was? Vielleicht bald.
SEC Filings wurden gestern nachgeliefert...der erste Schritt um den Optionsscandal zu begraben.
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1942410[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1942410[/URL]
SEC Filings wurden gestern nachgeliefert...der erste Schritt um den Optionsscandal zu begraben.
[URL
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1942410[/URL]
Tag Zusammen!
Ich hätte eine Frage an euch:
Kann mir jemand von euch die konkrete Gefahr eines Delisting von Medarex erklären?
Medx hat ja Optionen unter der Hand ausgegeben und wird jetzt von der SEC geprüft. Worin genau bestehen ihre Versäumnisse? Was müssen sie noch erledigen um die Gefahr eines Delistings abzuwenden?
Vielleicht kann mir jemand von euch Medx-Investierten da weiterhelfen. Vielen Dank
lG
Lycos
Ich hätte eine Frage an euch:
Kann mir jemand von euch die konkrete Gefahr eines Delisting von Medarex erklären?
Medx hat ja Optionen unter der Hand ausgegeben und wird jetzt von der SEC geprüft. Worin genau bestehen ihre Versäumnisse? Was müssen sie noch erledigen um die Gefahr eines Delistings abzuwenden?
Vielleicht kann mir jemand von euch Medx-Investierten da weiterhelfen. Vielen Dank
lG
Lycos
Antwort auf Beitrag Nr.: 27.672.522 von Lycos2 am 13.02.07 08:23:26Hallo Lycos,
m.E. ist das Delisting vom Tisch, da die Q2 und Q3 2006 Files jetzt geliefert wurden und ich auch davon ausgehe, dass die Q4 Zahlen in time geliefert werden können.
Zum Hintergrund:
Ein an der NASDAQ gelistetes Unternehmen hat gewisse Informationspflichten, so auch das regelmässige zeitnahe Liefern von Quartalsreports. Wenn sie das nicht schaffen und somit gegen die Regeln verstossen drohen sie ihre Notierung zu verlieren. Zumindest an der regulären Börse. Das Listing wandert dann auf das sogenannte Pinksheet bei der nur einmal am Tag ein Kurs festgestellt wird und nicht regulär gehandelt wird.
Aktien, die am Pinksheet notieren verzeichnen logischerweise Bewertungsabschläge.
m.E. ist das Delisting vom Tisch, da die Q2 und Q3 2006 Files jetzt geliefert wurden und ich auch davon ausgehe, dass die Q4 Zahlen in time geliefert werden können.
Zum Hintergrund:
Ein an der NASDAQ gelistetes Unternehmen hat gewisse Informationspflichten, so auch das regelmässige zeitnahe Liefern von Quartalsreports. Wenn sie das nicht schaffen und somit gegen die Regeln verstossen drohen sie ihre Notierung zu verlieren. Zumindest an der regulären Börse. Das Listing wandert dann auf das sogenannte Pinksheet bei der nur einmal am Tag ein Kurs festgestellt wird und nicht regulär gehandelt wird.
Aktien, die am Pinksheet notieren verzeichnen logischerweise Bewertungsabschläge.
Hallo Ville,
vielen Dank für deine Antwort. Und der Grund für die Schlamperei waren die ausgegebenen Optionen?
Ein Unternehmen, dass im Pinksheet notiert hat ja außerdem ein eher veruchtes Image, oder?
Generell finde ich Medx-IR aber nicht wirklich optimal. Auf ihrer Seite haben sie "nur" 6 Projekte in P III. In deiner Aufstellung waren es 7.
Über kurz oder lang werde ich auch in Medx investieren. Doch sehr verlockend. Kommt jetzt nur noch darauf an, wie ich meine restliche Mor-Optis anbringe
ciao,
Lycos
vielen Dank für deine Antwort. Und der Grund für die Schlamperei waren die ausgegebenen Optionen?
Ein Unternehmen, dass im Pinksheet notiert hat ja außerdem ein eher veruchtes Image, oder?
Generell finde ich Medx-IR aber nicht wirklich optimal. Auf ihrer Seite haben sie "nur" 6 Projekte in P III. In deiner Aufstellung waren es 7.
Über kurz oder lang werde ich auch in Medx investieren. Doch sehr verlockend. Kommt jetzt nur noch darauf an, wie ich meine restliche Mor-Optis anbringe
ciao,
Lycos
Antwort auf Beitrag Nr.: 27.675.009 von Lycos2 am 13.02.07 10:26:21Der Grund war der Options-Backdating Skandal in USA.
Optionen wurden ausgegeben (das ist ja legal), allerdings war oftmals der Zuteilungstag nicht korrekt. Meistens wurden die Optionen rückdatiert und somit ein falscher Basispreis ausgewiesen. Aufgrund der steuerlichen Relevanz hat das Auswirkungen auf die Finanzergebnisse, die erst nach Korrektur ausgewiesen werden konnten.
Optionbackdating betraf mehr als 100 an der Nasdaq gelistete Unternehmen. Oftmals müssen aufgrund der Folgeeffekte die Zahlen über Jahre in die Vergangenheit hinweg angepasst werden.
Dieses Thema scheint für Medarex nun weitgehend gegessen.
Unabhängig davon bleibt die immense Zuteilung von Optionen an Drakemann über die letzten Jahre, aber das war alles "legal". Wenn auch höchst grauwertig.
Das IR ist übrigens bei MEDX so gut wie nicht vorhanden. Selten so ein schlechtes IR/PR erlebt.
Optionen wurden ausgegeben (das ist ja legal), allerdings war oftmals der Zuteilungstag nicht korrekt. Meistens wurden die Optionen rückdatiert und somit ein falscher Basispreis ausgewiesen. Aufgrund der steuerlichen Relevanz hat das Auswirkungen auf die Finanzergebnisse, die erst nach Korrektur ausgewiesen werden konnten.
Optionbackdating betraf mehr als 100 an der Nasdaq gelistete Unternehmen. Oftmals müssen aufgrund der Folgeeffekte die Zahlen über Jahre in die Vergangenheit hinweg angepasst werden.
Dieses Thema scheint für Medarex nun weitgehend gegessen.
Unabhängig davon bleibt die immense Zuteilung von Optionen an Drakemann über die letzten Jahre, aber das war alles "legal". Wenn auch höchst grauwertig.
Das IR ist übrigens bei MEDX so gut wie nicht vorhanden. Selten so ein schlechtes IR/PR erlebt.
Antwort auf Beitrag Nr.: 27.675.275 von Ville7 am 13.02.07 10:38:49Thema IR/PR:
BIO CEO & INVESTOR CONFERENCE 2007
INVESTING IN BIOTECHNOLOGY: THE VALUE, THE RISKS, THE REWARDS
February 12-14, 2007
The Waldorf=Astoria Hotel
New York City
The 9th Annual BIO CEO & Investor Conference will provide a neutral forum where senior biotechnology executives, institutional investors, industry analysts, venture capitalists, investment bankers and other industry experts will have the opportunity to shape the Future investment landscape of the biotechnology industry. Hosted by the Biotechnology Industry Organization (BIO), the largest industry organization focused exclusively on biotechnology, the BIO CEO & Investor Conference will feature issue-oriented plenary sessions, educational sessions focused on hot technologies, therapeutics and key business issues, company presentations, one-on-one meetings, and networking opportunities. Program highlights will include:
Therapeutic Workshops addressing a particular therapeutic or technology topic
Corporate presentations
Issue Oriented Business Roundtables
One-on-One Investor Meetings
For additional information, contact us by e-mail at bioceo@bio.org or at 212-332-4350.
http://ceo.bio.org/opencms/ceo/2007/index.jsp
xxxxxxxxxxxxxxxxxxxxxxxxx
Um 15:45 unserer Zeit gibts webcast von Medarex.
BIO CEO & INVESTOR CONFERENCE 2007
INVESTING IN BIOTECHNOLOGY: THE VALUE, THE RISKS, THE REWARDS
February 12-14, 2007
The Waldorf=Astoria Hotel
New York City
The 9th Annual BIO CEO & Investor Conference will provide a neutral forum where senior biotechnology executives, institutional investors, industry analysts, venture capitalists, investment bankers and other industry experts will have the opportunity to shape the Future investment landscape of the biotechnology industry. Hosted by the Biotechnology Industry Organization (BIO), the largest industry organization focused exclusively on biotechnology, the BIO CEO & Investor Conference will feature issue-oriented plenary sessions, educational sessions focused on hot technologies, therapeutics and key business issues, company presentations, one-on-one meetings, and networking opportunities. Program highlights will include:
Therapeutic Workshops addressing a particular therapeutic or technology topic
Corporate presentations
Issue Oriented Business Roundtables
One-on-One Investor Meetings
For additional information, contact us by e-mail at bioceo@bio.org or at 212-332-4350.
http://ceo.bio.org/opencms/ceo/2007/index.jsp
xxxxxxxxxxxxxxxxxxxxxxxxx
Um 15:45 unserer Zeit gibts webcast von Medarex.
Man kann das hier nicht oft genug wiederholen, die Zwischenergebnisse zu Ipilimumab in fortgeschrittenen Melanomen sind sehr vielversprechend. Normalerweise sterben nach 9 Monaten 50% der Patienten. In der Studie mit Ipilimumab sind nach 17 Monaten noch 24 von 25 Patienten am Leben, d.h. 96%.
------------------
Scientists Train the Body to Fight Cancer
New Cancer Strategies Use Immune System to Kill Melanoma Tumors; Wider Testing Years Away
By MARIA CHENG AP Medical Writer
LONDON Nov 9, 2006 (AP)— The body's own immune system can fight the deadly cancer melanoma if scientists can flip the system's "off" switch to "on," two preliminary studies suggest.
Scientists have long sought to rev up the disease-fighting cells of the immune system to fight melanoma. The new work addresses the other side of the coin, the regulatory cells that normally keep disease-fighting cells in check.
By shutting those inhibiting cells off, scientists hope to enable the disease-fighting cells to mount a continuous attack on the cancer. Two new studies of that strategy were reported this week in Prague at a European cancer research meeting.
"This is a fundamentally different approach to treating cancer," said Dr. Alexander Eggermont, professor of surgical oncology at the University of Rotterdam, Netherlands, the conference's chairman. Eggermont was not connected to either of the skin cancer research papers.
Advanced melanoma is a devastating disease for which there is no effective treatment. The average life expectancy is about nine months, and less than 20 percent of patients survive more than two years after diagnosis.
In one paper, Dr. Jason Chesney from the J.G. Brown Cancer Center in Louisville, Ky., reported that when patients with advanced melanoma were given a drug combination to knock out their T-regulatory cells, tumors shrank or remained stable in five of seven participants.
"This is a landmark study," said Dr. Anna Pavlick, director of the melanoma program at New York University Medical Center's cancer institute, who was not involved in the study. "What it shows is that by suppressing T-regulatory cells, we can take the brakes off a patient's immune system."
Though Pavlick says it's too early to change how patients are treated based on Chesney's study alone, she believes the research merits further study.
"It's like having permanent chemotherapy," said Chesney. "You're inducing your own immune system to stick around and keep this cancer from growing."
[Anm. Ville: hier geht es um MEDX-010/Ipilimumab:]
In another study presented Wednesday, Dr. Jeffrey Weber, a professor of medicine at the University of Southern California in Los Angeles, described how he and colleagues were able to block a protein on the T-regulatory cells. That inhibited them enough for the immune system to attack cancer cells.
Out of 25 patients tested, 24 are alive after 17 months, and three are free of cancer.
Both Chesney and Weber say it will be years before their strategies are sufficiently tested to know if they work on a wide scale. But if their hypotheses prove correct, they could also be applied to other types of cancer in which T-regulatory cells are known to play a role, such as breast, kidney, or esophageal cancer.
Allowing the immune system to run wild does not come without risk; doctors admit it could lead to autoimmune diseases including hepatitis, colitis or dermatitis. Still, most say those conditions are manageable, and are outweighed by the prospect of beating melanoma.
Copyright 2007 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
------------------
Scientists Train the Body to Fight Cancer
New Cancer Strategies Use Immune System to Kill Melanoma Tumors; Wider Testing Years Away
By MARIA CHENG AP Medical Writer
LONDON Nov 9, 2006 (AP)— The body's own immune system can fight the deadly cancer melanoma if scientists can flip the system's "off" switch to "on," two preliminary studies suggest.
Scientists have long sought to rev up the disease-fighting cells of the immune system to fight melanoma. The new work addresses the other side of the coin, the regulatory cells that normally keep disease-fighting cells in check.
By shutting those inhibiting cells off, scientists hope to enable the disease-fighting cells to mount a continuous attack on the cancer. Two new studies of that strategy were reported this week in Prague at a European cancer research meeting.
"This is a fundamentally different approach to treating cancer," said Dr. Alexander Eggermont, professor of surgical oncology at the University of Rotterdam, Netherlands, the conference's chairman. Eggermont was not connected to either of the skin cancer research papers.
Advanced melanoma is a devastating disease for which there is no effective treatment. The average life expectancy is about nine months, and less than 20 percent of patients survive more than two years after diagnosis.
In one paper, Dr. Jason Chesney from the J.G. Brown Cancer Center in Louisville, Ky., reported that when patients with advanced melanoma were given a drug combination to knock out their T-regulatory cells, tumors shrank or remained stable in five of seven participants.
"This is a landmark study," said Dr. Anna Pavlick, director of the melanoma program at New York University Medical Center's cancer institute, who was not involved in the study. "What it shows is that by suppressing T-regulatory cells, we can take the brakes off a patient's immune system."
Though Pavlick says it's too early to change how patients are treated based on Chesney's study alone, she believes the research merits further study.
"It's like having permanent chemotherapy," said Chesney. "You're inducing your own immune system to stick around and keep this cancer from growing."
[Anm. Ville: hier geht es um MEDX-010/Ipilimumab:]
In another study presented Wednesday, Dr. Jeffrey Weber, a professor of medicine at the University of Southern California in Los Angeles, described how he and colleagues were able to block a protein on the T-regulatory cells. That inhibited them enough for the immune system to attack cancer cells.
Out of 25 patients tested, 24 are alive after 17 months, and three are free of cancer.
Both Chesney and Weber say it will be years before their strategies are sufficiently tested to know if they work on a wide scale. But if their hypotheses prove correct, they could also be applied to other types of cancer in which T-regulatory cells are known to play a role, such as breast, kidney, or esophageal cancer.
Allowing the immune system to run wild does not come without risk; doctors admit it could lead to autoimmune diseases including hepatitis, colitis or dermatitis. Still, most say those conditions are manageable, and are outweighed by the prospect of beating melanoma.
Copyright 2007 The Associated Press. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
Antwort auf Beitrag Nr.: 27.679.803 von Ville7 am 13.02.07 14:03:52Diese Meldung war drei Monate zuvor:
Interim Ipilimumab (MDX-010) Phase II Trial Results Indicate Well-Tolerated, Extended Dosing with Preliminary Evidence that Immune Activation May Reduce Relapse in the Adjuvant Setting in Melanoma
Data Presented at American Society of Clinical Oncology
PRINCETON, N.J., June 5 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX)
today announced interim data based on median follow-up of 12 months of extended
dosing with ipilimumab (also known as MDX-010) indicated that the treatment regimen
was generally well-tolerated in 25 patients with resected Stage IIIc or Stage IV
melanoma treated with ipilimumab and a multi- peptide melanoma vaccine in the
adjuvant setting. All patients have survived to date. The Phase II clinical trial
results were presented by Jeffrey S. Weber, M.D., Ph.D., Chief of Oncology at the
Keck School of Medicine at the University of Southern California at the 42nd Annual
Meeting of the American Society of Clinical Oncology, June 2-6, 2006, in Atlanta, GA
(Abstract #2510).
The Phase II clinical trial was designed to establish a dose and regimen of
ipilimumab suitable for extended dose treatment and involved 25 patients with
surgically resected Stage IIIc (10 patients) or Stage IV (15 patients) melanoma who
received 3.0 mg/kg of ipilimumab continually every eight weeks, co-administered with
a multi-peptide melanoma vaccine given 12 times over 12 months for up to one year.
To date, all 25 patients are still living with 12 months of median follow-up, and
six of the patients have relapsed.
Twelve of 25 patients experienced Grade II or Grade III colitis, rash or
hypopituitarism events that are consistent with an immune-based mechanism of action
due to ipilimumab mediated CTLA-4 blockade (also termed Inflammatory Breakthrough
Events, or IBEs), and which have correlated, in short-term treatment of patients
with advanced metastatic melanoma, with anti-tumor response. The IBEs induced by
longer-term treatment were either reversible following discontinuation of treatment
or did not require discontinuation of therapy. Eighteen patients (72%) were able to
continue the therapy without discontinuation of treatment due to adverse events. To
date, only two of 12 patients experiencing IBEs have relapsed, in comparison to four
of 13 patients without IBEs, supporting a possible association between IBEs and
anti-tumor response. Patients will continue to be followed to relapse.
"We are pleased to observe well-tolerated longer-term dosing with ipilimumab
that is associated with some evidence of tolerable immune activation, with possible
relapse prevention, in the adjuvant setting," said Donald L. Drakeman, President and
CEO of Medarex. "We will continue to follow the patients to further evaluate
relapse-free and survival durations with melanoma in this treatment setting, a
setting that could considerably expand therapeutic opportunities for ipilimumab."
About ipilimumab
Ipilimumab (also known as MDX-010) is a fully human antibody against human
CTLA-4, a molecule on T cells that is believed to be responsible for suppressing the
immune response. Medarex and Bristol-Myers Squibb are investigating the potential of
ipilimumab to enable the immune systems of cancer patients to help suppress tumor
growth. Ipilimumab is currently in two registrational studies as second-line
therapy for metastatic melanoma under two separate Special Protocol Assessment (SPA)
agreements with the Food and Drug Administration (FDA). One is a recently initiated
monotherapy study that is expected to be completed this year, and the other is in
combination with MDX-1379 (a melanoma peptide vaccine). A front-line dacarbazine
combination registrational study is also expected to initiate this year. Ipilimumab
is also involved in multiple Phase II clinical trials to investigate the product's
potential activity in other tumor types, as well as in combination studies with
chemotherapy, immunotherapy and vaccines. Further information regarding Medarex's
ipilimumab program can be found in Medarex's public disclosure filings with the U.S.
Securities and Exchange Commission (SEC).
Interim Ipilimumab (MDX-010) Phase II Trial Results Indicate Well-Tolerated, Extended Dosing with Preliminary Evidence that Immune Activation May Reduce Relapse in the Adjuvant Setting in Melanoma
Data Presented at American Society of Clinical Oncology
PRINCETON, N.J., June 5 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX)
today announced interim data based on median follow-up of 12 months of extended
dosing with ipilimumab (also known as MDX-010) indicated that the treatment regimen
was generally well-tolerated in 25 patients with resected Stage IIIc or Stage IV
melanoma treated with ipilimumab and a multi- peptide melanoma vaccine in the
adjuvant setting. All patients have survived to date. The Phase II clinical trial
results were presented by Jeffrey S. Weber, M.D., Ph.D., Chief of Oncology at the
Keck School of Medicine at the University of Southern California at the 42nd Annual
Meeting of the American Society of Clinical Oncology, June 2-6, 2006, in Atlanta, GA
(Abstract #2510).
The Phase II clinical trial was designed to establish a dose and regimen of
ipilimumab suitable for extended dose treatment and involved 25 patients with
surgically resected Stage IIIc (10 patients) or Stage IV (15 patients) melanoma who
received 3.0 mg/kg of ipilimumab continually every eight weeks, co-administered with
a multi-peptide melanoma vaccine given 12 times over 12 months for up to one year.
To date, all 25 patients are still living with 12 months of median follow-up, and
six of the patients have relapsed.
Twelve of 25 patients experienced Grade II or Grade III colitis, rash or
hypopituitarism events that are consistent with an immune-based mechanism of action
due to ipilimumab mediated CTLA-4 blockade (also termed Inflammatory Breakthrough
Events, or IBEs), and which have correlated, in short-term treatment of patients
with advanced metastatic melanoma, with anti-tumor response. The IBEs induced by
longer-term treatment were either reversible following discontinuation of treatment
or did not require discontinuation of therapy. Eighteen patients (72%) were able to
continue the therapy without discontinuation of treatment due to adverse events. To
date, only two of 12 patients experiencing IBEs have relapsed, in comparison to four
of 13 patients without IBEs, supporting a possible association between IBEs and
anti-tumor response. Patients will continue to be followed to relapse.
"We are pleased to observe well-tolerated longer-term dosing with ipilimumab
that is associated with some evidence of tolerable immune activation, with possible
relapse prevention, in the adjuvant setting," said Donald L. Drakeman, President and
CEO of Medarex. "We will continue to follow the patients to further evaluate
relapse-free and survival durations with melanoma in this treatment setting, a
setting that could considerably expand therapeutic opportunities for ipilimumab."
About ipilimumab
Ipilimumab (also known as MDX-010) is a fully human antibody against human
CTLA-4, a molecule on T cells that is believed to be responsible for suppressing the
immune response. Medarex and Bristol-Myers Squibb are investigating the potential of
ipilimumab to enable the immune systems of cancer patients to help suppress tumor
growth. Ipilimumab is currently in two registrational studies as second-line
therapy for metastatic melanoma under two separate Special Protocol Assessment (SPA)
agreements with the Food and Drug Administration (FDA). One is a recently initiated
monotherapy study that is expected to be completed this year, and the other is in
combination with MDX-1379 (a melanoma peptide vaccine). A front-line dacarbazine
combination registrational study is also expected to initiate this year. Ipilimumab
is also involved in multiple Phase II clinical trials to investigate the product's
potential activity in other tumor types, as well as in combination studies with
chemotherapy, immunotherapy and vaccines. Further information regarding Medarex's
ipilimumab program can be found in Medarex's public disclosure filings with the U.S.
Securities and Exchange Commission (SEC).
Ist doch noch Leben drin:
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Antwort auf Beitrag Nr.: 27.686.511 von Ville7 am 13.02.07 17:55:52Na endlich!
Hallo Freunde,
schaut mal bei "Stem Cell Innovations" vorbei!
Kürzel: scll (in USA)
Herzliche Grüße
diegutefee
schaut mal bei "Stem Cell Innovations" vorbei!
Kürzel: scll (in USA)
Herzliche Grüße
diegutefee
Antwort auf Beitrag Nr.: 27.707.601 von diegutefee am 14.02.07 17:25:15Keine Pennystockwerbung hier bitte. Ich kann jedem nur empfehlen sich solide Firmen für sein Investment rauszupicken!
Antwort auf Beitrag Nr.: 27.726.766 von Ville7 am 15.02.07 17:13:44The Future Looks Golden for Medarex
Thursday February 15, 5:37 am ET
Anthony Payne submits: The last twenty years has seen significant progress in monoclonal antibodies. The obstacles to converting these complex molecules into safe and effective therapy have led to the failure of many initial attempts in clinical trials. Production of monoclonals at high levels and low cost was overcome early. Most of the hurdles experienced resulted from the non-human content of the early monoclonal product candidates. The reactions included immune challenges to the foreign identity of these compounds with the consequences of site injection inflammation and itchiness, fast clearance from circulation, and neutralization upon repeated exposure to the monoclonal antibody product.
The solution to this problem came down to increasing the human composition of the antibody. Since these products are indistinguishable from natural human antibodies, not only do they limit the allergic reactions and product neutralization of previous non-human and mixed versions, but are also have extended circulation life and a thousand fold increase in target affinity. The FDA has approved 19 monoclonal antibodies to date and that is expected to rise significantly over the next few years. These have not been without incidence as we have seen problems with side effects with a number of products; namely Rituxan [DNA/BIIB] and Tysabri [BIIB] especially the latter. However, the future is golden (as has been said) for this therapeutic area and one of the companies worth watching in 2007 is Medarex (NasdaqGM: MEDX).
In 2005 monoclonal antibody drug sales were $14 billion and in 2006 are estimated to be approximately $18 billion, projected to grow to over $30 billion in 5 years. There are 350 antibody based clinical trials underway of which 16% are fully humanized antibodies. A large proportion of these are antibodies that have been derived from Medarex’s technology. Medarex has partnered its products with over 50 companies. It has a co-promotion deal for Ipilimumab with Bristol-Myers Squibb (NYSE: BMY - News) for Malignant Melanoma which is presently in a number of Phase III trials. A Biological License Application [BLA] is expected in 2007 for a second line treatment as a monotherapy. Ipilimumab is also being tested for Renal, Breast, Pancreatic and Prostrate Cancer in Phase II trials and a Phase III trial for Prostrate Cancer is expected to begin in 2007. MEDX has entered into a number of licensing relationships with third parties through which it expects to receive future milestones and royalties based on progress through the development and regulatory process and beyond.
The most advanced programs are with J & J (NYSE: JNJ - News) where two BLAs are due to be filed in 2007/2008 for anti-inflammatory diseases (one as a replacement for Remicade). The company also owns a significant stake (17%) in Genmab A/S, listed on the Nordic Exchange, which is valued at just under $450 million, and relates to three Phase III programs in Lymphomas and Head and Neck cancer. Data from a number of these programs is expected in 2007. It also owns 19% of IDM Pharma (NasdaqGM: IDMI) and has a 60% stake in a private company, Celldex. Its summary MEDX has an economic interest in 7 Phase III products, 6 Phase II products and 22 Phase I products. A number of which will produce stock catalyst events in 2007. It has $340 million in cash, of which approximately $200 is debt fee, and a $445 million equity ownership in Genmab. It current valuation is $1.68 billion.
The economic value of its partnerships and licensing arrangements are clearly worth the difference, that is $900 million. The total milestones due are worth almost $500 million by themselves without the discounted royalty stream. The current valuation is therefore easily supportable. However, management appears disorganized; they are without a permanent CEO at present and have, on a number of occasions, been delinquent with SEC filings. A number of filings were made recently, one being the 2005 10K!! One of the most interesting possibilities is a buy out of the company by a large pharmaceutical company. It would be a rich pipeline for any pharmaceutical company needing to enrich its own pipeline. Bristol Myers springs to mind especially after the rumors of a deal between Sanofi-Aventis (SFA) and BMY did not materialize; any such deal, if history repeats itself, could be worth much more than current stock valuations. 2007 will be a very interesting year for MEDX.
Thursday February 15, 5:37 am ET
Anthony Payne submits: The last twenty years has seen significant progress in monoclonal antibodies. The obstacles to converting these complex molecules into safe and effective therapy have led to the failure of many initial attempts in clinical trials. Production of monoclonals at high levels and low cost was overcome early. Most of the hurdles experienced resulted from the non-human content of the early monoclonal product candidates. The reactions included immune challenges to the foreign identity of these compounds with the consequences of site injection inflammation and itchiness, fast clearance from circulation, and neutralization upon repeated exposure to the monoclonal antibody product.
The solution to this problem came down to increasing the human composition of the antibody. Since these products are indistinguishable from natural human antibodies, not only do they limit the allergic reactions and product neutralization of previous non-human and mixed versions, but are also have extended circulation life and a thousand fold increase in target affinity. The FDA has approved 19 monoclonal antibodies to date and that is expected to rise significantly over the next few years. These have not been without incidence as we have seen problems with side effects with a number of products; namely Rituxan [DNA/BIIB] and Tysabri [BIIB] especially the latter. However, the future is golden (as has been said) for this therapeutic area and one of the companies worth watching in 2007 is Medarex (NasdaqGM: MEDX).
In 2005 monoclonal antibody drug sales were $14 billion and in 2006 are estimated to be approximately $18 billion, projected to grow to over $30 billion in 5 years. There are 350 antibody based clinical trials underway of which 16% are fully humanized antibodies. A large proportion of these are antibodies that have been derived from Medarex’s technology. Medarex has partnered its products with over 50 companies. It has a co-promotion deal for Ipilimumab with Bristol-Myers Squibb (NYSE: BMY - News) for Malignant Melanoma which is presently in a number of Phase III trials. A Biological License Application [BLA] is expected in 2007 for a second line treatment as a monotherapy. Ipilimumab is also being tested for Renal, Breast, Pancreatic and Prostrate Cancer in Phase II trials and a Phase III trial for Prostrate Cancer is expected to begin in 2007. MEDX has entered into a number of licensing relationships with third parties through which it expects to receive future milestones and royalties based on progress through the development and regulatory process and beyond.
The most advanced programs are with J & J (NYSE: JNJ - News) where two BLAs are due to be filed in 2007/2008 for anti-inflammatory diseases (one as a replacement for Remicade). The company also owns a significant stake (17%) in Genmab A/S, listed on the Nordic Exchange, which is valued at just under $450 million, and relates to three Phase III programs in Lymphomas and Head and Neck cancer. Data from a number of these programs is expected in 2007. It also owns 19% of IDM Pharma (NasdaqGM: IDMI) and has a 60% stake in a private company, Celldex. Its summary MEDX has an economic interest in 7 Phase III products, 6 Phase II products and 22 Phase I products. A number of which will produce stock catalyst events in 2007. It has $340 million in cash, of which approximately $200 is debt fee, and a $445 million equity ownership in Genmab. It current valuation is $1.68 billion.
The economic value of its partnerships and licensing arrangements are clearly worth the difference, that is $900 million. The total milestones due are worth almost $500 million by themselves without the discounted royalty stream. The current valuation is therefore easily supportable. However, management appears disorganized; they are without a permanent CEO at present and have, on a number of occasions, been delinquent with SEC filings. A number of filings were made recently, one being the 2005 10K!! One of the most interesting possibilities is a buy out of the company by a large pharmaceutical company. It would be a rich pipeline for any pharmaceutical company needing to enrich its own pipeline. Bristol Myers springs to mind especially after the rumors of a deal between Sanofi-Aventis (SFA) and BMY did not materialize; any such deal, if history repeats itself, could be worth much more than current stock valuations. 2007 will be a very interesting year for MEDX.
Antwort auf Beitrag Nr.: 27.726.809 von Ville7 am 15.02.07 17:16:23How golden?, still waiting for your countings??!!
Antwort auf Beitrag Nr.: 27.729.140 von Glück am 15.02.07 19:00:35Nicht ungeduldig werden. Spätestens 2008 sind Früchte reif ..
MEDX hat anscheinend 2,58 Millionen Genmab Aktien verkauft zum Kurs von 340 Dänischen Kronen.
Das dämpft Genmab heute etwas, bringt Medarex aber Cash für ein gesamtes Jahr Pipelinefinanzierung.
Genmab:
Das dämpft Genmab heute etwas, bringt Medarex aber Cash für ein gesamtes Jahr Pipelinefinanzierung.
Genmab:
Antwort auf Beitrag Nr.: 27.737.214 von Ville7 am 16.02.07 07:34:46Du weißt aber nicht genau wie DICK die Früchte sind - Kurs 20, 30 oder 40 Euro:O
Antwort auf Beitrag Nr.: 27.741.419 von Ville7 am 16.02.07 10:33:34340 DKK sind 45,61 Euro je Aktie
Medarex erlöst 154,5 Mio USD.
Bei einem Cashburn von derzeit 13MioUSD /Monat bedeutet dies 11,88 Monate Finanzierungssicherung.
4,9 Millionen Aktien müssten bei MEDX verbleiben. Das bedeutet weiterhin 11% Anteil.
Anscheinend hat Goldman Sachs 1/3 der MEDX Anteile genommen.
Medarex erlöst 154,5 Mio USD.
Bei einem Cashburn von derzeit 13MioUSD /Monat bedeutet dies 11,88 Monate Finanzierungssicherung.
4,9 Millionen Aktien müssten bei MEDX verbleiben. Das bedeutet weiterhin 11% Anteil.
Anscheinend hat Goldman Sachs 1/3 der MEDX Anteile genommen.
Antwort auf Beitrag Nr.: 27.741.485 von Glück am 16.02.07 10:36:21Nö. Meine Glaskugel ist kaputt.
Kurse kommen, Kurse gehen. Ebenso wie Unter- oder Überbewertung. Sollte MEDX Erfolg haben sind Kurse wie jetzt wahre Schnäppchen.
Kurse kommen, Kurse gehen. Ebenso wie Unter- oder Überbewertung. Sollte MEDX Erfolg haben sind Kurse wie jetzt wahre Schnäppchen.
Antwort auf Beitrag Nr.: 27.741.419 von Ville7 am 16.02.07 10:33:34Sagtest Du nicht, die hätten noch 800 Mio $ Cash?
Antwort auf Beitrag Nr.: 27.741.890 von Glück am 16.02.07 10:51:50Fast 800Mio in Cash und Wertpapierbeständen.
Davon 340 Mio USD Cash. Und 445 Mio USD Wertpapierbestände. Von den 445 Mio haben sie eben jetzt 155 Mio USD in Cash umgewandelt.
Alles klar?
Davon 340 Mio USD Cash. Und 445 Mio USD Wertpapierbestände. Von den 445 Mio haben sie eben jetzt 155 Mio USD in Cash umgewandelt.
Alles klar?
Antwort auf Beitrag Nr.: 27.742.309 von Ville7 am 16.02.07 11:05:17Jo
Medarex Announces Sale of Shares in Genmab A/S
Tuesday February 20, 7:00 am ET
PRINCETON, N.J., Feb. 20 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) announced today that it has sold approximately 2.5 million shares of Genmab A/S which stock is traded on the Copenhagen Stock Exchange. The trade is expected to settle on February 21, 2007. Medarex expects to receive approximately $150 million (USD) in net proceeds from the sale. The sale of Genmab shares is expected to reduce Medarex's equity ownership in Genmab to approximately 11 percent.
Tuesday February 20, 7:00 am ET
PRINCETON, N.J., Feb. 20 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) announced today that it has sold approximately 2.5 million shares of Genmab A/S which stock is traded on the Copenhagen Stock Exchange. The trade is expected to settle on February 21, 2007. Medarex expects to receive approximately $150 million (USD) in net proceeds from the sale. The sale of Genmab shares is expected to reduce Medarex's equity ownership in Genmab to approximately 11 percent.
Heute wird es ein Update von CEGE bez. MDX-010/GVAX bei Prostatakrebs geben. Vielleicht gibt das noch zusätzlichen Schwung.
Die bisherigen Berichte waren ja sehr vielversprechend.
Die bisherigen Berichte waren ja sehr vielversprechend.
Antwort auf Beitrag Nr.: 27.894.575 von Ennox am 22.02.07 11:53:37Cell Genesys and Medarex Announce Encouraging Follow-Up Results from a Phase 1 Combination Therapy Trial With GVAX(TM) Immunotherapy for Prostate Cancer and Ipilimumab (MDX-010) Antibody
Thursday February 22, 7:00 am ET
SOUTH SAN FRANCISCO, Calif. and PRINCETON, N.J., Feb. 22 /PRNewswire-FirstCall/ -- Cell Genesys, Inc. (Nasdaq: CEGE - News) and Medarex, Inc. (Nasdaq: MEDX - News) today announced encouraging follow-up data from the ongoing Phase 1 clinical trial of Cell Genesys' GVAX immunotherapy for prostate cancer, administered in combination with Medarex's fully human anti-CTLA-4 antibody, ipilimumab (MDX-010). Medarex is jointly developing ipilimumab with Bristol-Myers Squibb Company. Twelve patients with advanced prostate cancer have completed treatment to date. Of the six patients treated in the two highest dose groups, antitumor activity has been observed in five patients, including prostate-specific antigen (PSA) declines of greater than 50% that were maintained in four of these patients for at least six months, with the longest response ongoing at more than 12 months. Moreover, clinical evidence of antitumor activity has been observed in three of these five PSA responders, including improvement of multiple lesions on bone scan, resolution of abdominal lymph node disease by CT scan, and improvement in pain due to bone metastases, respectively. Two additional patients have had stable disease on bone scan for at least three months. All five patients with PSA declines experienced either Grade 2 or 3 immune-mediated endocrine deficiencies similar in type to those previously reported with ipilimumab therapy and were successfully treated with standard hormone replacement therapy. Two patients requiring thyroid replacement therapy were successfully tapered off after recovery of thyroid function, with one patient subsequently maintaining a PSA response. One patient developed a Grade 3 dose-limiting pulmonary alveolitis. A maximum tolerated dose for the combination therapy has not yet been defined. Immunomonitoring studies showed that the combination therapy enhanced T cell and dendritic cell activity, which was more pronounced at the higher dose levels. These data were presented today by Winald Gerritsen, M.D., Ph.D., director of the University Hospital Vrije Universiteit Cancer Center in Amsterdam, at the American Society of Clinical Oncology (ASCO) Prostate Cancer Symposium being held in Orlando, FL.
This dose-escalation combination trial is currently expected to enroll a total of approximately 25 to 30 patients with metastatic, hormone-refractory prostate cancer (HRPC). The treatment dose for GVAX immunotherapy for prostate cancer used in this combination trial is the same dose currently being tested in Cell Genesys' VITAL-1 Phase 3 trial. The treatment dose for ipilimumab was escalated in sequential groups of three patients and has now reached dose levels associated with therapeutic activity. The primary endpoints of the study are safety and the determination of a maximum tolerated dose for the combination therapy. Efficacy endpoints include time to clinical disease progression, time to PSA progression and PSA response, immune response to GVAX, reduction in metabolic bone activity and survival. The study is being conducted under a research collaboration agreement between Cell Genesys, Inc. and Medarex, Inc. signed in 2003, which provides an equal sharing of expenses for the above clinical trial. In 2005 Medarex entered into a collaboration agreement for the development and commercialization of ipilimumab with Bristol-Myers Squibb Company.
"We continue to be encouraged by the interim results of this trial which now include evidence for the durability of the antitumor responses along with the frequency of such responses, observations which we believe have not been previously experienced for a combination of immunotherapies in advanced prostate cancer," stated Rob Dow, M.D., chief medical officer of Cell Genesys. "Moreover, we believe these findings provide further support for our ongoing Phase 3 trials of GVAX immunotherapy for prostate cancer and additional validation for the GVAX immunotherapy platform in general."
"We are pleased with the interim results and believe that the data continues to support the use of ipilimumab in combination with other treatment modalities, including GVAX immunotherapy," said Geoffrey M. Nichol, senior vice president, Product Development at Medarex.
Thursday February 22, 7:00 am ET
SOUTH SAN FRANCISCO, Calif. and PRINCETON, N.J., Feb. 22 /PRNewswire-FirstCall/ -- Cell Genesys, Inc. (Nasdaq: CEGE - News) and Medarex, Inc. (Nasdaq: MEDX - News) today announced encouraging follow-up data from the ongoing Phase 1 clinical trial of Cell Genesys' GVAX immunotherapy for prostate cancer, administered in combination with Medarex's fully human anti-CTLA-4 antibody, ipilimumab (MDX-010). Medarex is jointly developing ipilimumab with Bristol-Myers Squibb Company. Twelve patients with advanced prostate cancer have completed treatment to date. Of the six patients treated in the two highest dose groups, antitumor activity has been observed in five patients, including prostate-specific antigen (PSA) declines of greater than 50% that were maintained in four of these patients for at least six months, with the longest response ongoing at more than 12 months. Moreover, clinical evidence of antitumor activity has been observed in three of these five PSA responders, including improvement of multiple lesions on bone scan, resolution of abdominal lymph node disease by CT scan, and improvement in pain due to bone metastases, respectively. Two additional patients have had stable disease on bone scan for at least three months. All five patients with PSA declines experienced either Grade 2 or 3 immune-mediated endocrine deficiencies similar in type to those previously reported with ipilimumab therapy and were successfully treated with standard hormone replacement therapy. Two patients requiring thyroid replacement therapy were successfully tapered off after recovery of thyroid function, with one patient subsequently maintaining a PSA response. One patient developed a Grade 3 dose-limiting pulmonary alveolitis. A maximum tolerated dose for the combination therapy has not yet been defined. Immunomonitoring studies showed that the combination therapy enhanced T cell and dendritic cell activity, which was more pronounced at the higher dose levels. These data were presented today by Winald Gerritsen, M.D., Ph.D., director of the University Hospital Vrije Universiteit Cancer Center in Amsterdam, at the American Society of Clinical Oncology (ASCO) Prostate Cancer Symposium being held in Orlando, FL.
This dose-escalation combination trial is currently expected to enroll a total of approximately 25 to 30 patients with metastatic, hormone-refractory prostate cancer (HRPC). The treatment dose for GVAX immunotherapy for prostate cancer used in this combination trial is the same dose currently being tested in Cell Genesys' VITAL-1 Phase 3 trial. The treatment dose for ipilimumab was escalated in sequential groups of three patients and has now reached dose levels associated with therapeutic activity. The primary endpoints of the study are safety and the determination of a maximum tolerated dose for the combination therapy. Efficacy endpoints include time to clinical disease progression, time to PSA progression and PSA response, immune response to GVAX, reduction in metabolic bone activity and survival. The study is being conducted under a research collaboration agreement between Cell Genesys, Inc. and Medarex, Inc. signed in 2003, which provides an equal sharing of expenses for the above clinical trial. In 2005 Medarex entered into a collaboration agreement for the development and commercialization of ipilimumab with Bristol-Myers Squibb Company.
"We continue to be encouraged by the interim results of this trial which now include evidence for the durability of the antitumor responses along with the frequency of such responses, observations which we believe have not been previously experienced for a combination of immunotherapies in advanced prostate cancer," stated Rob Dow, M.D., chief medical officer of Cell Genesys. "Moreover, we believe these findings provide further support for our ongoing Phase 3 trials of GVAX immunotherapy for prostate cancer and additional validation for the GVAX immunotherapy platform in general."
"We are pleased with the interim results and believe that the data continues to support the use of ipilimumab in combination with other treatment modalities, including GVAX immunotherapy," said Geoffrey M. Nichol, senior vice president, Product Development at Medarex.
Antwort auf Beitrag Nr.: 27.898.964 von Ville7 am 22.02.07 15:15:52Na toll, Kurs dreht ins Minus
Antwort auf Beitrag Nr.: 27.901.433 von mountainbiker am 22.02.07 16:36:53Über 1% in den Miesen aktuell - und das bei den News... verstehe wer will
Antwort auf Beitrag Nr.: 27.902.817 von mountainbiker am 22.02.07 17:17:04Manchmal kann die Meldung noch so gut sein und es spielen plötzlich andere Faktoren eine Rolle: diesmal Ölpreis und Sorgen um das iranische Atomprogramm.
Moin,
erfreuliche Entwicklung (nicht zuletzt auch als AIX-Aktionär), die ich da sehe, zurück aus dem Urlaub, der mich tatsächlich auch nach Quepos geführt hatte...
Sowohl für den Esel MEDX als auch für MOR wird Mittwoch wohl spannend werden. Es löst sich so langsam alles auf, jetzt kommen schon mal Zahlen, bald vielleicht auch endlich die überfälligen Quartalsberichte:
4Q and Year-End 2006 Medarex Financial Results Conference Call
Scheduled to start Wed, Feb 28, 2007, 4:30 pm Eastern
Check back at the scheduled start time for
the audio link to appear in this spot.
Add This Event To Your Yahoo! Calendar
After the event has finished, the audio will be available
from this page until Fri, Feb 29, 2008
Danach werden institutionelle Investoren in den USA auch wieder mehr Geschmack am Esel finden!
Gruß q.
erfreuliche Entwicklung (nicht zuletzt auch als AIX-Aktionär), die ich da sehe, zurück aus dem Urlaub, der mich tatsächlich auch nach Quepos geführt hatte...
Sowohl für den Esel MEDX als auch für MOR wird Mittwoch wohl spannend werden. Es löst sich so langsam alles auf, jetzt kommen schon mal Zahlen, bald vielleicht auch endlich die überfälligen Quartalsberichte:
4Q and Year-End 2006 Medarex Financial Results Conference Call
Scheduled to start Wed, Feb 28, 2007, 4:30 pm Eastern
Check back at the scheduled start time for
the audio link to appear in this spot.
Add This Event To Your Yahoo! Calendar
After the event has finished, the audio will be available
from this page until Fri, Feb 29, 2008
Danach werden institutionelle Investoren in den USA auch wieder mehr Geschmack am Esel finden!
Gruß q.
Kein Grund zur Panik.
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Medarex Announces 2006 Fourth Quarter and Year End Financial Results
PRINCETON, N.J., Feb. 28 /PRNewswire-FirstCall/ -- Medarex, Inc.
(Nasdaq: MEDX) announced today its financial results for the quarter and year
ended December 31, 2006.
Medarex's net loss for the year ended December 31, 2006 was $181.7
million, or ($1.50) per share as compared to a net loss of $148.0 million, or
($1.34) per share for 2005. Medarex's net loss for 2006 includes $10.3
million, or ($0.08) per share representing Medarex's share of the 2006 net
loss of Celldex Therapeutics, Inc. (a 60% owned subsidiary of Medarex), a non-
cash charge of $19.2 million, or ($0.16) per share for stock based
compensation recorded in accordance with FAS 123( R ) adopted effective
January 1, 2006, and a non-cash impairment charge of $5.2 million, or ($0.04)
per share related to a write-down of Medarex's investment in one its corporate
partners. Excluding the impact of these items, Medarex's net loss on a non-
GAAP basis for 2006 was $147.0 million, or ($1.21) per share.
Total revenues for the year ended December 31, 2006 were $48.6 million as
compared to $51.5 million for 2005.
Research and development (R&D) expenses for the year ended December 31,
2006 increased by $57.6 million, from $136.9 million in 2005 to $194.5 million
in 2006. The increase relates primarily to the following: (i) approximately
$6.8 million attributable to Celldex's 2006 R&D activities, (ii) approximately
$8.6 million of non-cash stock based compensation expense recorded in
accordance with FAS 123( R ), and (iii) approximately $15.7 million of
increased costs associated with the development of ipilimumab (MDX-010).
General and administrative expenses increased by $22.9 million for the year
ended December 31, 2006, from $29.0 million in 2005 to $51.9 million in 2006.
The 2006 increase is primarily attributable to the following: (i)
approximately $9.4 million in legal and other professional fees associated
with Medarex's internal investigation of its prior stock option grant
practices, (ii) approximately $5.6 million attributable to Celldex's 2006
general and administrative activities, (iii) approximately $6.9 million of
non-cash stock based compensation expense recorded in accordance with FAS 123
( R ), and (iv) approximately $3.7 million represents non-cash stock based
compensation expense associated with one of our officers stepping down in
November 2006.
Medarex ended 2006 with approximately $341.0 million in cash, cash
equivalents, marketable securities and segregated cash. Approximately $14.2
million of this balance relates to Celldex. In addition, the fair market value
of Medarex's equity interest in Genmab was approximately $494.4 million.
For the three-month period ended December 31, 2006, Medarex reported a net
loss of $57.7 million, or ($0.46) per share. This compares to a net loss of
$45.6 million, or ($0.41) per share for the three-month period ended December
31, 2005. Included in the consolidated net loss for the three-month period
ended December 31, 2006 is a net loss of $3.2 million, or ($0.03) per share
representing Medarex's share of the net loss of Celldex for the period; a non-
cash charge of $7.1 million, or ($0.06) per share for stock based compensation
expense recorded in accordance with FAS 123( R ); and a non-cash impairment
charge of $5.2 million, or ($0.04) per share related to a write-down of
Medarex's investment in one of its corporate partners. Excluding the impact of
these items, Medarex's net loss on a non-GAAP basis for the three-month period
ended December 31, 2006 was $42.2 million, or ($0.34) per share.
Non-GAAP Financial Measurements
This press release and the accompanying tables include non-GAAP financial
measures. For a description of these non-GAAP financial measures, including
the reasons management uses each measure, and reconciliations of these non-
GAAP financial measures to the most directly comparable financial measures
prepared in accordance with Generally Accepted Accounting Principles, please
see the section of the accompanying tables titled "NON-GAAP Financial
Measures".
Medarex's product development and business accomplishments during the
fourth quarter of 2006 include the following:
- Completing enrollment of the 150 patient pivotal registrational trial
evaluating ipilimumab (also known as MDX-010) as a monotherapy for the
treatment of second-line (previously treated) metastatic melanoma;
- Announcing the grant of fast track designation by the U.S. Food and Drug
Administration (FDA) for ipilimumab used as a monotherapy in second-line
metastatic melanoma patients, as well as in combination with
chemotherapy in first-line (previously untreated) metastatic melanoma
patients;
- Announcing complete and partial response data from a Phase I clinical
trial in patients with lymphoma treated with a single-dose of ipilimumab
after relapse of their tumor following allogeneic hematopoietic stem
cell transplantation;
- Receiving an undisclosed milestone payment from Amgen, Inc. for the
advancement of Amgen's fourth UltiMAb(R)-derived antibody into clinical
development;
- Announcing at the annual meeting of the Infectious Diseases Society of
America Phase I safety results in healthy volunteers for Valortim(TM)
(also known as MDX-1303), a fully human antibody for anthrax that is
being jointly developed with PharmAthene, Inc.;
- Announcing with PharmAthene, Inc. the grant of $1.0 million in funding
from the 2007 U.S. Department of Defense Appropriations bill for the
development of Valortim(TM); and
- Collaborating with PacMab Limited for the development of a fully human
antibody for the treatment of blood cancer.
In addition to fourth quarter events, other 2006 highlights include:
- Expanding the ipilimumab registrational program with the initiation of
two separate registrational studies each under separate Special Protocol
Assessment (SPA) agreements with the FDA, one for monotherapy treatment
of second-line metastatic melanoma and one for combination chemotherapy
(dacarbazine) treatment of first-line metastatic melanoma;
- Presenting encouraging Phase II and Phase I clinical data from multiple
ipilimumab trials for the treatment of hormone refractory prostate
cancer in combination with chemotherapy or in combination with
immunotherapies, such as GM-CSF or the Cell Genesys, Inc. product,
GVAX(R), at the annual meeting of the American Society of Clinical
Oncology (ASCO);
- Announcing at the annual meeting of ASCO and follow-up data at the
EORTC-AACR-NCI meeting interim ipilimumab Phase II clinical data
indicating the safety, tolerability, and potential association with
relapse prevention in the melanoma adjuvant setting, where 24 of 25
patients with resected Stage IIIc or Stage IV melanoma were alive at 18
months of median follow-up;
- Initiating a Phase I clinical trial of MDX-1106, a fully human anti-PD-1
antibody, for the treatment of cancer that is being developed with Ono
Pharmaceutical Co. Ltd.;
- Filing an Investigational New Drug (IND) application for MDX-1388, a
fully human antibody being developed with Massachusetts Biologic
Laboratories that targets C. difficile Toxin B, for the treatment of C.
difficile-acquired diarrhea (CDAD);
- Presenting at the Digestive Diseases Week meeting Phase I safety data
for MDX-066, a fully human antibody being developed with Massachusetts
Biologic Laboratories that targets C. difficile Toxin A, for the
treatment of CDAD;
- Initiating a Phase II clinical trial of MDX-1388 in combination with
MDX-066 for the treatment of CDAD;
- Announcing the IND filings by licensing partners ImClone Systems
Incorporated for an undisclosed anti-cancer antibody; by NovImmune SA
for NI-0401, for a fully human anti-CD3 antibody for the treatment of
autoimmune disease; and by two undisclosed partners for two separate
undisclosed programs;
- Announcing with PharmAthene, Inc. the grant of orphan drug status and
fast track designation by the U.S. Food and Drug Administration for
Valortim(TM) for the treatment of anthrax infection, as well as the
receipt of $2.05 million in funding from the 2006 U.S. Department of
Defense Appropriations bill;
- Entering into a licensing agreement with Organon, the human health care
business unit of Akzo Nobel, to develop fully human antibodies for the
treatment of a variety of diseases;
- Collaborating with Ono Pharmaceutical Co., Ltd., for the research and
development of a fully human anti-SDF-1 antibody for the potential
treatment of multiple indications;
- Entering into strategic partnerships with Celera Genomics (an Applera
Corporation business), GenPat77 Pharmacogenetics AG, Oxford Genome
Sciences (UK) Ltd. and Euroscreen s.a. for developing fully human
antibody products for cancer and other diseases; and
- Completing an offering of Medarex common stock to raise approximately
$128 million.
"2006 was an exciting year for Medarex across our product pipeline, and in
particular, we made terrific strides in advancing our lead program,
ipilimumab, toward commercialization, with the initiation of two additional
melanoma registrational studies in both the second-line and first-line
settings and the completion of enrollment of the monotherapy registrational
study," said Irwin Lerner, Interim President and CEO of Medarex. "We believe
that the efforts made by us and our partners to develop innovative and
potentially important therapeutics, supported by our strong business
fundamentals and strategic funding opportunities, will continue to build and
augment the intrinsic value of the pipeline."
Subsequent accomplishments thus far in 2007 include:
- Adding approximately $152 million to our cash resources through the sale
of approximately 2.5 million shares of Genmab A/S common stock, bringing
Medarex's equity ownership in Genmab to approximately 11%;
- Filing the IND for MDX-1401, a fully human anti-CD30 antibody for the
treatment of Hodgkin's disease;
- Announcing the IND filing by licensing partner, ImClone Systems, for
IMC-3G3, a fully human antibody for the treatment of cancer; and
- Collaborating with Compugen Ltd. to develop antibodies for the treatment
of cancer and autoimmune diseases.
Medarex will hold a public conference call today, February 28, 2007, at
4:30 PM Eastern Time to discuss earnings and other business results. To access
the call live, please dial 1-800-591-6923 within the U.S. or 1-617-614-4907
outside the U.S. The conference call passcode number is 67798978. The call
will also be broadcast live via the Internet at
www.medarex.com/Investor/Webcasts.htm. An archived broadcast of the call will
be available until midnight Eastern Time, March 14, 2007. The archive may be
accessed via the Internet at www.medarex.com or by dialing 1-888-286-8010
within the U.S. or 1-617-801-6888 outside the U.S. The archive conference call
passcode number is 77716602.
About Medarex
Medarex is a biopharmaceutical company focused on the discovery,
development and potential commercialization of fully human antibody-based
therapeutics to treat life-threatening and debilitating diseases, including
cancer, inflammation, autoimmune disorders and infectious diseases. Medarex
applies its UltiMAb(R) technology and product development and clinical
manufacturing experience to generate, support and potentially commercialize a
broad range of fully human antibody product candidates for itself and its
partners. Over thirty of these therapeutic product candidates derived from
Medarex technology are in human clinical testing or have had INDs submitted
for such trials, with six of the most advanced product candidates currently in
Phase III clinical trials. Medarex is committed to building value by
developing a diverse pipeline of antibody products to address the world's
unmet healthcare needs. For more information about Medarex, visit its website
at www.medarex.com.
Statement on Cautionary Factors
Except for the historical information presented herein, matters discussed
herein may constitute forward-looking statements that are subject to certain
risks and uncertainties that could cause actual results to differ materially
from any future results, performance or achievements expressed or implied by
such statements. Statements that are not historical facts, including
statements preceded by, followed by, or that include the words "potential";
"believe"; "anticipate"; "intend"; "plan"; "expect"; "estimate"; "could";
"may"; or similar statements are forward-looking statements. Medarex
disclaims, however, any intent or obligation to update these forward-looking
statements. Risks and uncertainties include risks associated with product
discovery and development, uncertainties related to the outcome of clinical
trials, slower than expected rates of patient recruitment, unforeseen safety
issues resulting from the administration of antibody products in patients,
uncertainties related to product manufacturing, risks associated with the use
of hazardous substances as well as risks detailed from time to time in
Medarex's public disclosure filings with the U.S. Securities and Exchange
Commission (SEC), including its Annual Report on Form 10-K/A for the fiscal
year ended December 31, 2005 and subsequent Quarterly Reports on Form 10-Q.
There can be no assurance that such development efforts will succeed or that
other developed products will receive required regulatory clearance or that,
even if such regulatory clearance were received, such products would
ultimately achieve commercial success. Copies of Medarex's public disclosure
filings are available from its investor relations department.
Medarex(R), the Medarex logo and UltiMAb(R) are registered trademarks of
Medarex, Inc. All rights are reserved.
PRINCETON, N.J., Feb. 28 /PRNewswire-FirstCall/ -- Medarex, Inc.
(Nasdaq: MEDX) announced today its financial results for the quarter and year
ended December 31, 2006.
Medarex's net loss for the year ended December 31, 2006 was $181.7
million, or ($1.50) per share as compared to a net loss of $148.0 million, or
($1.34) per share for 2005. Medarex's net loss for 2006 includes $10.3
million, or ($0.08) per share representing Medarex's share of the 2006 net
loss of Celldex Therapeutics, Inc. (a 60% owned subsidiary of Medarex), a non-
cash charge of $19.2 million, or ($0.16) per share for stock based
compensation recorded in accordance with FAS 123( R ) adopted effective
January 1, 2006, and a non-cash impairment charge of $5.2 million, or ($0.04)
per share related to a write-down of Medarex's investment in one its corporate
partners. Excluding the impact of these items, Medarex's net loss on a non-
GAAP basis for 2006 was $147.0 million, or ($1.21) per share.
Total revenues for the year ended December 31, 2006 were $48.6 million as
compared to $51.5 million for 2005.
Research and development (R&D) expenses for the year ended December 31,
2006 increased by $57.6 million, from $136.9 million in 2005 to $194.5 million
in 2006. The increase relates primarily to the following: (i) approximately
$6.8 million attributable to Celldex's 2006 R&D activities, (ii) approximately
$8.6 million of non-cash stock based compensation expense recorded in
accordance with FAS 123( R ), and (iii) approximately $15.7 million of
increased costs associated with the development of ipilimumab (MDX-010).
General and administrative expenses increased by $22.9 million for the year
ended December 31, 2006, from $29.0 million in 2005 to $51.9 million in 2006.
The 2006 increase is primarily attributable to the following: (i)
approximately $9.4 million in legal and other professional fees associated
with Medarex's internal investigation of its prior stock option grant
practices, (ii) approximately $5.6 million attributable to Celldex's 2006
general and administrative activities, (iii) approximately $6.9 million of
non-cash stock based compensation expense recorded in accordance with FAS 123
( R ), and (iv) approximately $3.7 million represents non-cash stock based
compensation expense associated with one of our officers stepping down in
November 2006.
Medarex ended 2006 with approximately $341.0 million in cash, cash
equivalents, marketable securities and segregated cash. Approximately $14.2
million of this balance relates to Celldex. In addition, the fair market value
of Medarex's equity interest in Genmab was approximately $494.4 million.
For the three-month period ended December 31, 2006, Medarex reported a net
loss of $57.7 million, or ($0.46) per share. This compares to a net loss of
$45.6 million, or ($0.41) per share for the three-month period ended December
31, 2005. Included in the consolidated net loss for the three-month period
ended December 31, 2006 is a net loss of $3.2 million, or ($0.03) per share
representing Medarex's share of the net loss of Celldex for the period; a non-
cash charge of $7.1 million, or ($0.06) per share for stock based compensation
expense recorded in accordance with FAS 123( R ); and a non-cash impairment
charge of $5.2 million, or ($0.04) per share related to a write-down of
Medarex's investment in one of its corporate partners. Excluding the impact of
these items, Medarex's net loss on a non-GAAP basis for the three-month period
ended December 31, 2006 was $42.2 million, or ($0.34) per share.
Non-GAAP Financial Measurements
This press release and the accompanying tables include non-GAAP financial
measures. For a description of these non-GAAP financial measures, including
the reasons management uses each measure, and reconciliations of these non-
GAAP financial measures to the most directly comparable financial measures
prepared in accordance with Generally Accepted Accounting Principles, please
see the section of the accompanying tables titled "NON-GAAP Financial
Measures".
Medarex's product development and business accomplishments during the
fourth quarter of 2006 include the following:
- Completing enrollment of the 150 patient pivotal registrational trial
evaluating ipilimumab (also known as MDX-010) as a monotherapy for the
treatment of second-line (previously treated) metastatic melanoma;
- Announcing the grant of fast track designation by the U.S. Food and Drug
Administration (FDA) for ipilimumab used as a monotherapy in second-line
metastatic melanoma patients, as well as in combination with
chemotherapy in first-line (previously untreated) metastatic melanoma
patients;
- Announcing complete and partial response data from a Phase I clinical
trial in patients with lymphoma treated with a single-dose of ipilimumab
after relapse of their tumor following allogeneic hematopoietic stem
cell transplantation;
- Receiving an undisclosed milestone payment from Amgen, Inc. for the
advancement of Amgen's fourth UltiMAb(R)-derived antibody into clinical
development;
- Announcing at the annual meeting of the Infectious Diseases Society of
America Phase I safety results in healthy volunteers for Valortim(TM)
(also known as MDX-1303), a fully human antibody for anthrax that is
being jointly developed with PharmAthene, Inc.;
- Announcing with PharmAthene, Inc. the grant of $1.0 million in funding
from the 2007 U.S. Department of Defense Appropriations bill for the
development of Valortim(TM); and
- Collaborating with PacMab Limited for the development of a fully human
antibody for the treatment of blood cancer.
In addition to fourth quarter events, other 2006 highlights include:
- Expanding the ipilimumab registrational program with the initiation of
two separate registrational studies each under separate Special Protocol
Assessment (SPA) agreements with the FDA, one for monotherapy treatment
of second-line metastatic melanoma and one for combination chemotherapy
(dacarbazine) treatment of first-line metastatic melanoma;
- Presenting encouraging Phase II and Phase I clinical data from multiple
ipilimumab trials for the treatment of hormone refractory prostate
cancer in combination with chemotherapy or in combination with
immunotherapies, such as GM-CSF or the Cell Genesys, Inc. product,
GVAX(R), at the annual meeting of the American Society of Clinical
Oncology (ASCO);
- Announcing at the annual meeting of ASCO and follow-up data at the
EORTC-AACR-NCI meeting interim ipilimumab Phase II clinical data
indicating the safety, tolerability, and potential association with
relapse prevention in the melanoma adjuvant setting, where 24 of 25
patients with resected Stage IIIc or Stage IV melanoma were alive at 18
months of median follow-up;
- Initiating a Phase I clinical trial of MDX-1106, a fully human anti-PD-1
antibody, for the treatment of cancer that is being developed with Ono
Pharmaceutical Co. Ltd.;
- Filing an Investigational New Drug (IND) application for MDX-1388, a
fully human antibody being developed with Massachusetts Biologic
Laboratories that targets C. difficile Toxin B, for the treatment of C.
difficile-acquired diarrhea (CDAD);
- Presenting at the Digestive Diseases Week meeting Phase I safety data
for MDX-066, a fully human antibody being developed with Massachusetts
Biologic Laboratories that targets C. difficile Toxin A, for the
treatment of CDAD;
- Initiating a Phase II clinical trial of MDX-1388 in combination with
MDX-066 for the treatment of CDAD;
- Announcing the IND filings by licensing partners ImClone Systems
Incorporated for an undisclosed anti-cancer antibody; by NovImmune SA
for NI-0401, for a fully human anti-CD3 antibody for the treatment of
autoimmune disease; and by two undisclosed partners for two separate
undisclosed programs;
- Announcing with PharmAthene, Inc. the grant of orphan drug status and
fast track designation by the U.S. Food and Drug Administration for
Valortim(TM) for the treatment of anthrax infection, as well as the
receipt of $2.05 million in funding from the 2006 U.S. Department of
Defense Appropriations bill;
- Entering into a licensing agreement with Organon, the human health care
business unit of Akzo Nobel, to develop fully human antibodies for the
treatment of a variety of diseases;
- Collaborating with Ono Pharmaceutical Co., Ltd., for the research and
development of a fully human anti-SDF-1 antibody for the potential
treatment of multiple indications;
- Entering into strategic partnerships with Celera Genomics (an Applera
Corporation business), GenPat77 Pharmacogenetics AG, Oxford Genome
Sciences (UK) Ltd. and Euroscreen s.a. for developing fully human
antibody products for cancer and other diseases; and
- Completing an offering of Medarex common stock to raise approximately
$128 million.
"2006 was an exciting year for Medarex across our product pipeline, and in
particular, we made terrific strides in advancing our lead program,
ipilimumab, toward commercialization, with the initiation of two additional
melanoma registrational studies in both the second-line and first-line
settings and the completion of enrollment of the monotherapy registrational
study," said Irwin Lerner, Interim President and CEO of Medarex. "We believe
that the efforts made by us and our partners to develop innovative and
potentially important therapeutics, supported by our strong business
fundamentals and strategic funding opportunities, will continue to build and
augment the intrinsic value of the pipeline."
Subsequent accomplishments thus far in 2007 include:
- Adding approximately $152 million to our cash resources through the sale
of approximately 2.5 million shares of Genmab A/S common stock, bringing
Medarex's equity ownership in Genmab to approximately 11%;
- Filing the IND for MDX-1401, a fully human anti-CD30 antibody for the
treatment of Hodgkin's disease;
- Announcing the IND filing by licensing partner, ImClone Systems, for
IMC-3G3, a fully human antibody for the treatment of cancer; and
- Collaborating with Compugen Ltd. to develop antibodies for the treatment
of cancer and autoimmune diseases.
Medarex will hold a public conference call today, February 28, 2007, at
4:30 PM Eastern Time to discuss earnings and other business results. To access
the call live, please dial 1-800-591-6923 within the U.S. or 1-617-614-4907
outside the U.S. The conference call passcode number is 67798978. The call
will also be broadcast live via the Internet at
www.medarex.com/Investor/Webcasts.htm. An archived broadcast of the call will
be available until midnight Eastern Time, March 14, 2007. The archive may be
accessed via the Internet at www.medarex.com or by dialing 1-888-286-8010
within the U.S. or 1-617-801-6888 outside the U.S. The archive conference call
passcode number is 77716602.
About Medarex
Medarex is a biopharmaceutical company focused on the discovery,
development and potential commercialization of fully human antibody-based
therapeutics to treat life-threatening and debilitating diseases, including
cancer, inflammation, autoimmune disorders and infectious diseases. Medarex
applies its UltiMAb(R) technology and product development and clinical
manufacturing experience to generate, support and potentially commercialize a
broad range of fully human antibody product candidates for itself and its
partners. Over thirty of these therapeutic product candidates derived from
Medarex technology are in human clinical testing or have had INDs submitted
for such trials, with six of the most advanced product candidates currently in
Phase III clinical trials. Medarex is committed to building value by
developing a diverse pipeline of antibody products to address the world's
unmet healthcare needs. For more information about Medarex, visit its website
at www.medarex.com.
Statement on Cautionary Factors
Except for the historical information presented herein, matters discussed
herein may constitute forward-looking statements that are subject to certain
risks and uncertainties that could cause actual results to differ materially
from any future results, performance or achievements expressed or implied by
such statements. Statements that are not historical facts, including
statements preceded by, followed by, or that include the words "potential";
"believe"; "anticipate"; "intend"; "plan"; "expect"; "estimate"; "could";
"may"; or similar statements are forward-looking statements. Medarex
disclaims, however, any intent or obligation to update these forward-looking
statements. Risks and uncertainties include risks associated with product
discovery and development, uncertainties related to the outcome of clinical
trials, slower than expected rates of patient recruitment, unforeseen safety
issues resulting from the administration of antibody products in patients,
uncertainties related to product manufacturing, risks associated with the use
of hazardous substances as well as risks detailed from time to time in
Medarex's public disclosure filings with the U.S. Securities and Exchange
Commission (SEC), including its Annual Report on Form 10-K/A for the fiscal
year ended December 31, 2005 and subsequent Quarterly Reports on Form 10-Q.
There can be no assurance that such development efforts will succeed or that
other developed products will receive required regulatory clearance or that,
even if such regulatory clearance were received, such products would
ultimately achieve commercial success. Copies of Medarex's public disclosure
filings are available from its investor relations department.
Medarex(R), the Medarex logo and UltiMAb(R) are registered trademarks of
Medarex, Inc. All rights are reserved.
So schnell gehts. Gap unten ist zu. Dafür Minigap oben aufgerissen.
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1975397[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1975397[/URL]
[URL
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=1975397[/URL]
Antwort auf Beitrag Nr.: 28.049.487 von Ville7 am 01.03.07 16:05:44Oh Mann Oh Mann, MEDX
Antwort auf Beitrag Nr.: 28.077.941 von mountainbiker am 02.03.07 20:11:37Wie weit fällt das Ding denn noch???
Antwort auf Beitrag Nr.: 28.080.167 von mountainbiker am 02.03.07 21:50:20Über 20% in fünf Tagen...
Antwort auf Beitrag Nr.: 28.080.346 von mountainbiker am 02.03.07 21:58:38Hab meine Teile zum Glück vor Tagen noch für 10,4 losbekommen, warte erst mal ab, wie weits noch geht, denke erstmal Pulver trocken halten. Vielleicht bekommen wir sie ja nochmals bei 7-8 Euro?
In solchen Szenarien wie jetzt an den Märkten (Rezessionsangst, Inflationssorgen, Iran, Carrytrades, Blase in China, ...) werden die scheinbar riskanten Titel zuerst verkauft. Nichts neues, war 2006 auch so. 7-8 Euro halte ich allerdings für unwahrscheinlich.
Antwort auf Beitrag Nr.: 28.118.820 von Ville7 am 05.03.07 08:40:22Auf 8,62€ war es schon.
Ja, manchmal sieht man Pferde kurz vor der Apothekle kotzen..
Antwort auf Beitrag Nr.: 28.120.808 von Ville7 am 05.03.07 10:32:24Die sind doch verrückt! In D wird 5% unter Nasdaq Schlusskurs verkauft...
Antwort auf Beitrag Nr.: 28.121.722 von mountainbiker am 05.03.07 11:21:22In 12 Monaten juckt mich das nicht mehr...
Antwort auf Beitrag Nr.: 28.121.868 von Ville7 am 05.03.07 11:28:23Weil der Kurs dann eh bei 5 steht?...
Antwort auf Beitrag Nr.: 28.122.202 von mountainbiker am 05.03.07 11:45:26Wenn du das meinst verkaufe schnell solange die Aktie noch kein Pennystock ist.
Antwort auf Beitrag Nr.: 28.128.522 von eck64 am 05.03.07 16:45:52Ich habe zu 8,75 ein paar weitere Stücke in mein Depot genommen. Schliesslich sind wir in D einiges tiefer als die NASDAQ gegangen und es schreit allerortens nach wenigstens einer kurzen Erholung.
Antwort auf Beitrag Nr.: 9.975.617 von Mistkater am 03.07.03 18:54:04
Analyst / Analysedatum / Kursziel alt /Kursziel neu
Morgan Standley 28.2.2007 $22 $23
Bear Stearns 01.03.2007 ??? $17
Goldman Sachs 01.03.2007 $13 $16
Morgan Standley 28.2.2007 $22 $23
Bear Stearns 01.03.2007 ??? $17
Goldman Sachs 01.03.2007 $13 $16
Antwort auf Beitrag Nr.: 28.161.668 von Ville7 am 07.03.07 11:26:53Jetzt steig doch endlich mal
Antwort auf Beitrag Nr.: 28.190.713 von mountainbiker am 08.03.07 19:48:37Und wieder im Minus! Das ist mit Abstand die schlechteste Aktie in meinem Depot! Wirklich zum Verzweifeln!
Das ist mit Abstand die schlechteste Aktie in meinem Depot! Wirklich zum Verzweifeln!
Antwort auf Beitrag Nr.: 28.193.439 von mountainbiker am 08.03.07 21:53:53Emotionales Anlegen führt selten zum Erfolg. Wenn du die Aktie schei*e findest, dann verkauf halt.
AG Edwards initiates Medarex (MEDX 11.93) with a Buy and sets a $16 tgt, as they believe MEDX has one of the broadest/deepest pipelines in the biotech industry -- 7 candidates in Phase III, 8 in Phase II (or I/II), rest in Phase I or Preclinical -- and collaborative agreements with many partners ranging from small private companies, to several major pharma and biotech players.
Newsflowerwartungen MEDX aus der Edwards Analyse:
Antikörper - Event - Zeitraum
MDX-010 (Ipilimumab) -- BLA filing (metastatic melanoma, 2nd-line monotherapy) -- 2H07
MDX-010 (Ipilimumab) -- BLA filing (metastatic melanoma 1st-line DTIC combo) -- 2H08/1H09
CNTO-148 (golimumab) -- Phase III data and/or BLA filing -- 2H07/1H08
CNTO-1275 -- Phase III data and/or BLA filing -- 2007
CP-675-206 (ticilimumab) -- Phase II/III data -- 2007
HuMax-CD4 -- Phase III data for CTCL -- 1H07
HuMax-CD20-- Phase II data for RA, initiate Phase III for RA -- 2007
HuMax-CD20 -- Phase III data for CLL -- 2H07
HuMax-CD20 -- Phase III data for NHL -- 2H07
HuMax-CD20 -- begin Phase III enrollment for first-line follicular lymphoma -- 1H07
HuMax-EGF -- rinitiaite Phase II for NSCLC -- 2007
MDX-010 (Ipilimumab) -- initiate Phase III for adjuvant melanoma (GVAX combo) -- 4Q07
MDX-010 (Ipilimumab) -- initiate Phase III for prostate cancer (GVAX combo) -- 4Q07
MDX-010 (Ipilimumab) -- initiate Phase III for lung cancer (GVAX combo) -- 3Q07
MDX-060 (anti-CD30) -- Phase II data (chemo combo) for Hodgkins -- 2H07-1H08
MDX-066/MDX-1388 -- Complete enrollment for C. difficile (Phase II data?) -- 2007
MDX-1100 (anti-IP10) -- initiate Phase II for inflammation -- 2H07
MDX-1106 -- initiate Phase II for cancer -- 2H07
MDX-1103 -- initiate Phase II (Lupus), initiate Phase I (Psoriasis) -- 2007
Antikörper - Event - Zeitraum
MDX-010 (Ipilimumab) -- BLA filing (metastatic melanoma, 2nd-line monotherapy) -- 2H07
MDX-010 (Ipilimumab) -- BLA filing (metastatic melanoma 1st-line DTIC combo) -- 2H08/1H09
CNTO-148 (golimumab) -- Phase III data and/or BLA filing -- 2H07/1H08
CNTO-1275 -- Phase III data and/or BLA filing -- 2007
CP-675-206 (ticilimumab) -- Phase II/III data -- 2007
HuMax-CD4 -- Phase III data for CTCL -- 1H07
HuMax-CD20-- Phase II data for RA, initiate Phase III for RA -- 2007
HuMax-CD20 -- Phase III data for CLL -- 2H07
HuMax-CD20 -- Phase III data for NHL -- 2H07
HuMax-CD20 -- begin Phase III enrollment for first-line follicular lymphoma -- 1H07
HuMax-EGF -- rinitiaite Phase II for NSCLC -- 2007
MDX-010 (Ipilimumab) -- initiate Phase III for adjuvant melanoma (GVAX combo) -- 4Q07
MDX-010 (Ipilimumab) -- initiate Phase III for prostate cancer (GVAX combo) -- 4Q07
MDX-010 (Ipilimumab) -- initiate Phase III for lung cancer (GVAX combo) -- 3Q07
MDX-060 (anti-CD30) -- Phase II data (chemo combo) for Hodgkins -- 2H07-1H08
MDX-066/MDX-1388 -- Complete enrollment for C. difficile (Phase II data?) -- 2007
MDX-1100 (anti-IP10) -- initiate Phase II for inflammation -- 2H07
MDX-1106 -- initiate Phase II for cancer -- 2H07
MDX-1103 -- initiate Phase II (Lupus), initiate Phase I (Psoriasis) -- 2007
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2010312[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2010312[/URL]
Warum gehts hier eigentlich nicht besser ab?
Immerhin sollte hier eine gute Unterstützung sein.
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2010312[/URL]
Warum gehts hier eigentlich nicht besser ab?
Immerhin sollte hier eine gute Unterstützung sein.
Antwort auf Beitrag Nr.: 28.440.695 von mountainbiker am 22.03.07 20:41:15Will wohl nicht mal mehr der langfristige Aufwärtstrend halten. Was für ein Klogriff!
Antwort auf Beitrag Nr.: 28.505.973 von mountainbiker am 26.03.07 19:29:38Was tun? Hab jetzt wirklich lange durchge-halten, aber irgendwann ist Schluss mit lustig!
Antwort auf Beitrag Nr.: 28.506.774 von mountainbiker am 26.03.07 20:06:22
Mein Antikörper-Liebling ist bekanntlich ein anderer....
Die MEDX-Entwicklung ist sehr unschön. ABer wenn du die letzten 2 Wochen durchgehalten hast, was ist heute anders? Aktuell gehts um ca. 11,60 und ob die halten.....
Mein Antikörper-Liebling ist bekanntlich ein anderer....
Die MEDX-Entwicklung ist sehr unschön. ABer wenn du die letzten 2 Wochen durchgehalten hast, was ist heute anders? Aktuell gehts um ca. 11,60 und ob die halten.....
Auch vom Volumen her eindrücklich.
Wie wird das jetzt eigentlich mit drakemans AKtien und Optionen gehandhabt?
Wie wird das jetzt eigentlich mit drakemans AKtien und Optionen gehandhabt?
Antwort auf Beitrag Nr.: 28.525.929 von eck64 am 27.03.07 20:00:54MAX und MOR - ein endloses Trauerspiel...
Antwort auf Beitrag Nr.: 28.525.985 von mountainbiker am 27.03.07 20:03:26Wenn ich die blöde Homepage schon seh, die sieht aus wie vor 10 Jahren. Was ist das nur für ein dilletantisches Management. Manchmal denk ich wirklich die Firma ist nur Lug und Trug und die ganzen Projekte existieren gar nicht - hauptsache die Herren bekommen Ihre Optionen zugeteilt...
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2024033[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2024033[/URL]
Da wird aber auch alles ausgereizt.
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2024033[/URL]
Da wird aber auch alles ausgereizt.
In Kürze könnten nochmal absolute Schnäppchenkurse kommen. Ich erwarte ein Anstechen der 11 Dollar zum Test des langfristigen Aufwärtstrends. Und dann wieder ne Weile aufwärts...
Wer die Nerven für diese Aktie nicht hat sollte raus...
Wer die Nerven für diese Aktie nicht hat sollte raus...
Mdx-1303 (Valortim) (befindet sich in klinischer Phase I) zeigt laut dieser Meldung vielversprechende Ergebnisse im Kampf gegen die Bio-Waffe Anthrax. Anhand dieser Meldung sieht man glaub ich recht gut das von vielen hier oft zitierte hohe Potential von Medx.
Meine erste Position in Medx ist zur Zeit zwar saftig im Minus. Werde aber wohl bei diesen Kursen nochmal zugreifen.
Anthrax Monoclonal Antibody Valortim(TM) Demonstrates Therapeutic Effect in New Primate Model of Established Anthrax Infection
Pilot Study Demonstrates 50% Survival in Valortim-Treated Animals
PRINCETON, N.J. and ANNAPOLIS, Md., March 29 /PRNewswire-FirstCall/ -- Medarex, Inc.
(Nasdaq: MEDX), a leading monoclonal antibody company, and PharmAthene, Inc., a
privately held biotechnology company dedicated to the development of biodefense
countermeasures, today announced that Valortim(TM), a fully human monoclonal
antibody product candidate being developed for the prevention and treatment of
anthrax infection, has been shown to have a therapeutic effect in a new primate
model of established inhalation anthrax infection.
The new model, which is being developed at the United States Army Medical Research
Institute of Infectious Diseases (USAMRIID), seeks to improve on existing
therapeutic models for anthrax by closely monitoring the disease process to
establish the presence of anthrax bacteremia and determine the optimal window for
therapeutic intervention. In addition, the new model uses the African Green monkey,
which, based on research data, USAMRIID believes follows a similar disease course as
is expected in humans exposed to aerosolized Bacillus anthracis spores. B.
anthracis is the bacterium responsible for anthrax infection. This new animal model
has not yet been validated under the U.S. Food and Drug Administration Animal
Effectiveness Rule.
In the pilot study conducted at USAMRIID, adult African Green monkeys were exposed
to aerosolized anthrax spores and blood samples were collected at regular intervals
beginning 24 hours post-exposure. The samples were closely monitored for evidence
of bacteremia both by culture and by use of a rapid assay designed to detect
protective antigen. Protective antigen is one of the toxins produced by B.
anthracis and its presence in the blood is being evaluated as a surrogate marker for
symptomatic anthrax disease. Once bacteremia was detected by the rapid assay,
animals were administered either Valortim or saline (control) by intravenous
injection. In the study, 50% of the Valortim-treated animals survived compared to
none of the saline-treated animals.
\\\\\\\"While post-exposure models of inhalation anthrax infection are relatively
straight-forward, demonstrating efficacy in a therapeutic model for inhalation
anthrax infection has proven somewhat challenging,\\\\\\\" remarked Valerie Riddle, M.D.,
Vice President and Medical Director for PharmAthene. \\\\\\\"In most animal species in
which anthrax has been studied, the disease course and time to death is markedly
shorter than that seen in humans, making it challenging to evaluate the potential
therapeutic efficacy of promising products. The model being developed by USAMRIID
uses a rapidly detectable surrogate marker for the development of symptomatic
disease to provide a consistent window in which to determine the therapeutic
efficacy of Valortim in animals confirmed to have active disease. We believe this
will be an important consideration for the licensure of novel anthrax therapeutics
under the Food and Drug Administration\\\\\\\'s proposed Animal Rule.\\\\\\\"
Dr. Riddle continued, \\\\\\\"This is a very encouraging survival result when one considers
that these animals had bacteria multiplying in their blood and were poised to
manifest severe symptoms and death at the time they were treated with Valortim. We
plan to continue to collaborate with USAMRIID to further refine the model and
determine the optimal therapeutic dose for Valortim.\\\\\\\"
\\\\\\\"Previous studies in the rabbit animal model had suggested the capacity of Valortim
to successfully treat symptomatic animals,\\\\\\\" noted Israel Lowy, M.D., Ph.D., Senior
Director of Infectious Disease for Medarex. \\\\\\\"The current studies in a non-human
primate model, that may be more relevant to human disease, provide additional
confirmation for those results. The methodological advances of the group at USAMRIID
may help to better define the therapeutic potency of Valortim and other agents in
this challenging setting.\\\\\\\"
Preclinical studies suggest that Valortim has the potential to provide significant
protection against anthrax infection when administered prophylactically (prior to
the emergence of symptoms of anthrax infection) and also may increase survival when
administered therapeutically (once symptoms become evident). In these studies,
Valortim has been shown to protect both rabbits and monkeys against the lethal
effects of anthrax infection when administered at the time of exposure, at doses as
low as 1.0 mg/kg. When administered to rabbits after the development of symptoms,
Valortim also improved survival as late as 48 hours post-exposure as compared to
controls.
\\\\\\\"We believe that there are distinct characteristics of Valortim that make it an
ideal choice for military and civilian protection against an anthrax bioterrorist
attack,\\\\\\\" commented David P. Wright, President and Chief Executive Officer of
PharmAthene. \\\\\\\"As our Phase I results have demonstrated, a single intramuscular dose
of Valortim produces levels of antibodies in humans that correspond to protective
levels in animal models and is well tolerated. Based on the impressive human safety
and animal efficacy data collected to date, we believe that Valortim could meet the
needs of the U.S. Government and could ultimately be selected for inclusion in the
Strategic National Stockpile to provide protection to the American public.\\\\\\\"
About Valortim
Valortim (MDX-1303) is a fully human antibody designed to protect against anthrax
infection, including inhalation anthrax, the most lethal form of illness in humans
caused by the Bacillus anthracis bacterium. The investigational antibody is
designed to target a protein component known as the anthrax protective antigen (PA)
of the lethal toxin complex produced by the bacterium. The anthrax protective
antigen is believed to initiate the onset of the illness by attaching to cells in
the infected person, and then is believed to facilitate the entry of additional
destructive toxins into the cells. Valortim is designed to target anthrax
protective antigen and protect the cells from damage by the anthrax toxins.
Findings of preclinical studies describing the activity of Valortim against anthrax
infection were published in the October 2006 issue of the journal Infection and
Immunity. An article abstract is available on the journal web site at
http://iai.asm.org/cgi/content/abstract/74/10/5840.
In preclinical studies, Valortim both protected against infection and induced
recovery and survival in animals exposed to lethal doses of inhalation anthrax
spores. A study in non-human primates has demonstrated the potency of Valortim in
this model using the potentially most clinically-useful intramuscular route of
administration. In this study, the animals were challenged with a target aerosol
dose of 200 times the median lethal dose of B. anthracis spores; 6 animals received
no treatment, 6 animals received 1 mg/kg of Valortim intramuscularly, and 6 animals
received 10 mg/kg of Valortim intramuscularly, all at the time of aerosol challenge.
None of the animals were given antibiotics or other therapies. All control animals
died within one week of the challenge; all treated animals in both dose groups were
reported alive 60 days post-challenge. The effectiveness of doses even lower than
1.0 mg/kg may be studied in future preclinical research.
Valortim has also been administered intravenously and intramuscularly to healthy
human volunteers in a completed phase I study, has been shown to be well tolerated
at doses as high as 20 mg/kg (IV), and was not immunogenic. These study results were
presented at the 2006 Infectious Diseases Society of America Annual Meeting.
Pharmacokinetic analysis suggested that doses as low as 1 mg/kg resulted in
circulating levels of antibody after a month, with a similar potency for
neutralizing anthrax toxin in vitro as was seen with serum obtained from subjects
who had been vaccinated with anthrax vaccine.
About Anthrax
According to the Centers for Disease Control and Prevention, anthrax is an acute
infectious disease caused by the spore-forming bacterium Bacillus anthracis. Anthrax
most commonly occurs in hoofed mammals and can also infect humans. Symptoms of
disease vary depending on how the disease was contracted, but usually occur within
seven days after exposure. The serious forms of human anthrax are inhalation
anthrax, cutaneous anthrax, and intestinal anthrax. Initial symptoms of inhalation
anthrax infection may resemble a common cold. After several days, the symptoms may
progress to severe breathing problems and shock. Inhalation anthrax is often fatal,
even with the use of antibiotics.
About PharmAthene, Inc.
PharmAthene, a privately-held biotechnology company, was formed to meet the critical
needs of the United States by developing biodefense products. PharmAthene is
dedicated to the rapid development of important and novel biotherapeutics to address
biological pathogens and chemicals that may be used as weapons of bioterror.
PharmAthene\\\\\\\'s lead programs include Valortim(TM) for the prevention and treatment of
anthrax infection and Protexia(R) for the prevention and treatment of morbidity and
mortality associated with exposure to chemical nerve agents. For more information on
PharmAthene, please visit www.PharmAthene.com.
About Medarex, Inc.
Medarex is a biopharmaceutical company focused on the discovery, development and
potential commercialization of fully human antibody-based therapeutics to treat
life-threatening and debilitating diseases, including cancer, inflammation,
autoimmune disorders and infectious diseases. Medarex applies its UltiMAb(R)
technology and product development and clinical manufacturing experience to
generate, support and potentially commercialize a broad range of fully human
antibody product candidates for itself and its partners. More than 30 of these
therapeutic product candidates derived from Medarex technology are in human clinical
testing or have had INDs submitted for such trials, with six of the most advanced
product candidates currently in Phase III clinical trials. Medarex is committed to
building value by developing a diverse pipeline of antibody products to address the
world\\\\\\\'s unmet healthcare needs. For more information about Medarex, visit its
website at www.medarex.com.
About USAMRIID
USAMRIID, located at Fort Detrick, Maryland, is the lead medical research laboratory
for the U.S. Biological Defense Research Program, and plays a key role in national
defense and in infectious disease research. The Institute\\\\\\\'s mission is to conduct
basic and applied research on biological threats resulting in medical solutions
(such as vaccines, drugs and diagnostics) to protect the warfighter. USAMRIID is a
subordinate laboratory of the U.S. Army Medical Research and Materiel Command.
The information contained in this press release does not necessarily reflect the
position or the policy of the United States government and no official endorsement
should be inferred.
Statement on Cautionary Factors
For Medarex: Except for the historical information presented herein, matters
discussed herein may constitute forward-looking statements within the meaning of the
Private Securities Litigation Reform Act of 1995 that are subject to certain risks
and uncertainties that could cause actual results to differ materially from any
future results, performance or achievements expressed or implied by such statements.
Statements that are not historical facts, including statements preceded by,
followed by, or that include the words \\\\\\\"potential\\\\\\\"; \\\\\\\"believe\\\\\\\"; \\\\\\\"anticipate\\\\\\\";
\\\\\\\"intend\\\\\\\"; \\\\\\\"plan\\\\\\\"; \\\\\\\"expect\\\\\\\"; \\\\\\\"estimate\\\\\\\"; \\\\\\\"could\\\\\\\"; \\\\\\\"may\\\\\\\"; or similar statements are
forward-looking statements. Medarex disclaims, however, any intent or obligation to
update these forward-looking statements. Risks and uncertainties include risks
associated with product discovery and development, uncertainties related to the
outcome of clinical trials, slower than expected rates of study subject enrollment,
uncertainties related to scheduling and completing necessary animal experiments to
satisfy the FDA Animal Rule requirements in the few facilities approved to perform
such experiments, unforeseen safety issues resulting from the handling of Bacillus
anthracis, unforeseen safety issues resulting from the administration of
Valortim(TM) (MDX-1303) in human subjects, uncertainties related to product
manufacturing as well as risks detailed from time to time in Medarex\\\\\\\'s public
disclosure filings with the U.S. Securities and Exchange Commission (SEC), including
its Annual Report on Form 10-K for the fiscal year ended December 31, 2006. There
can be no assurance that such development efforts will succeed or that other
developed products will receive required regulatory clearance or that, even if such
regulatory clearance were received, such products would ultimately achieve
commercial success. Copies of Medarex\\\\\\\'s public disclosure filings are available
from its investor relations department.
Medarex(R), the Medarex logo and UltiMAb(R) are registered trademarks of Medarex,
Inc. All rights are reserved. Valortim(TM) is a trademark of PharmAthene, Inc. All
rights are reserved.
SOURCE Medarex, Inc. and PharmAthene, Inc.
Laura S. Choi, Investor Relations, +1-609-430-2880, x2216, or Jean Mantuano,
Corporate Communications, +1-609-430-2880, x2221, both of Medarex, Inc., or Stacey
Jurchison, Director, Corporate Communications for PharmAthene, Inc.,
+1-410-571-8925, jurchisons@pharmathene.com
http://www.medarex.com
Meine erste Position in Medx ist zur Zeit zwar saftig im Minus. Werde aber wohl bei diesen Kursen nochmal zugreifen.
Anthrax Monoclonal Antibody Valortim(TM) Demonstrates Therapeutic Effect in New Primate Model of Established Anthrax Infection
Pilot Study Demonstrates 50% Survival in Valortim-Treated Animals
PRINCETON, N.J. and ANNAPOLIS, Md., March 29 /PRNewswire-FirstCall/ -- Medarex, Inc.
(Nasdaq: MEDX), a leading monoclonal antibody company, and PharmAthene, Inc., a
privately held biotechnology company dedicated to the development of biodefense
countermeasures, today announced that Valortim(TM), a fully human monoclonal
antibody product candidate being developed for the prevention and treatment of
anthrax infection, has been shown to have a therapeutic effect in a new primate
model of established inhalation anthrax infection.
The new model, which is being developed at the United States Army Medical Research
Institute of Infectious Diseases (USAMRIID), seeks to improve on existing
therapeutic models for anthrax by closely monitoring the disease process to
establish the presence of anthrax bacteremia and determine the optimal window for
therapeutic intervention. In addition, the new model uses the African Green monkey,
which, based on research data, USAMRIID believes follows a similar disease course as
is expected in humans exposed to aerosolized Bacillus anthracis spores. B.
anthracis is the bacterium responsible for anthrax infection. This new animal model
has not yet been validated under the U.S. Food and Drug Administration Animal
Effectiveness Rule.
In the pilot study conducted at USAMRIID, adult African Green monkeys were exposed
to aerosolized anthrax spores and blood samples were collected at regular intervals
beginning 24 hours post-exposure. The samples were closely monitored for evidence
of bacteremia both by culture and by use of a rapid assay designed to detect
protective antigen. Protective antigen is one of the toxins produced by B.
anthracis and its presence in the blood is being evaluated as a surrogate marker for
symptomatic anthrax disease. Once bacteremia was detected by the rapid assay,
animals were administered either Valortim or saline (control) by intravenous
injection. In the study, 50% of the Valortim-treated animals survived compared to
none of the saline-treated animals.
\\\\\\\"While post-exposure models of inhalation anthrax infection are relatively
straight-forward, demonstrating efficacy in a therapeutic model for inhalation
anthrax infection has proven somewhat challenging,\\\\\\\" remarked Valerie Riddle, M.D.,
Vice President and Medical Director for PharmAthene. \\\\\\\"In most animal species in
which anthrax has been studied, the disease course and time to death is markedly
shorter than that seen in humans, making it challenging to evaluate the potential
therapeutic efficacy of promising products. The model being developed by USAMRIID
uses a rapidly detectable surrogate marker for the development of symptomatic
disease to provide a consistent window in which to determine the therapeutic
efficacy of Valortim in animals confirmed to have active disease. We believe this
will be an important consideration for the licensure of novel anthrax therapeutics
under the Food and Drug Administration\\\\\\\'s proposed Animal Rule.\\\\\\\"
Dr. Riddle continued, \\\\\\\"This is a very encouraging survival result when one considers
that these animals had bacteria multiplying in their blood and were poised to
manifest severe symptoms and death at the time they were treated with Valortim. We
plan to continue to collaborate with USAMRIID to further refine the model and
determine the optimal therapeutic dose for Valortim.\\\\\\\"
\\\\\\\"Previous studies in the rabbit animal model had suggested the capacity of Valortim
to successfully treat symptomatic animals,\\\\\\\" noted Israel Lowy, M.D., Ph.D., Senior
Director of Infectious Disease for Medarex. \\\\\\\"The current studies in a non-human
primate model, that may be more relevant to human disease, provide additional
confirmation for those results. The methodological advances of the group at USAMRIID
may help to better define the therapeutic potency of Valortim and other agents in
this challenging setting.\\\\\\\"
Preclinical studies suggest that Valortim has the potential to provide significant
protection against anthrax infection when administered prophylactically (prior to
the emergence of symptoms of anthrax infection) and also may increase survival when
administered therapeutically (once symptoms become evident). In these studies,
Valortim has been shown to protect both rabbits and monkeys against the lethal
effects of anthrax infection when administered at the time of exposure, at doses as
low as 1.0 mg/kg. When administered to rabbits after the development of symptoms,
Valortim also improved survival as late as 48 hours post-exposure as compared to
controls.
\\\\\\\"We believe that there are distinct characteristics of Valortim that make it an
ideal choice for military and civilian protection against an anthrax bioterrorist
attack,\\\\\\\" commented David P. Wright, President and Chief Executive Officer of
PharmAthene. \\\\\\\"As our Phase I results have demonstrated, a single intramuscular dose
of Valortim produces levels of antibodies in humans that correspond to protective
levels in animal models and is well tolerated. Based on the impressive human safety
and animal efficacy data collected to date, we believe that Valortim could meet the
needs of the U.S. Government and could ultimately be selected for inclusion in the
Strategic National Stockpile to provide protection to the American public.\\\\\\\"
About Valortim
Valortim (MDX-1303) is a fully human antibody designed to protect against anthrax
infection, including inhalation anthrax, the most lethal form of illness in humans
caused by the Bacillus anthracis bacterium. The investigational antibody is
designed to target a protein component known as the anthrax protective antigen (PA)
of the lethal toxin complex produced by the bacterium. The anthrax protective
antigen is believed to initiate the onset of the illness by attaching to cells in
the infected person, and then is believed to facilitate the entry of additional
destructive toxins into the cells. Valortim is designed to target anthrax
protective antigen and protect the cells from damage by the anthrax toxins.
Findings of preclinical studies describing the activity of Valortim against anthrax
infection were published in the October 2006 issue of the journal Infection and
Immunity. An article abstract is available on the journal web site at
http://iai.asm.org/cgi/content/abstract/74/10/5840.
In preclinical studies, Valortim both protected against infection and induced
recovery and survival in animals exposed to lethal doses of inhalation anthrax
spores. A study in non-human primates has demonstrated the potency of Valortim in
this model using the potentially most clinically-useful intramuscular route of
administration. In this study, the animals were challenged with a target aerosol
dose of 200 times the median lethal dose of B. anthracis spores; 6 animals received
no treatment, 6 animals received 1 mg/kg of Valortim intramuscularly, and 6 animals
received 10 mg/kg of Valortim intramuscularly, all at the time of aerosol challenge.
None of the animals were given antibiotics or other therapies. All control animals
died within one week of the challenge; all treated animals in both dose groups were
reported alive 60 days post-challenge. The effectiveness of doses even lower than
1.0 mg/kg may be studied in future preclinical research.
Valortim has also been administered intravenously and intramuscularly to healthy
human volunteers in a completed phase I study, has been shown to be well tolerated
at doses as high as 20 mg/kg (IV), and was not immunogenic. These study results were
presented at the 2006 Infectious Diseases Society of America Annual Meeting.
Pharmacokinetic analysis suggested that doses as low as 1 mg/kg resulted in
circulating levels of antibody after a month, with a similar potency for
neutralizing anthrax toxin in vitro as was seen with serum obtained from subjects
who had been vaccinated with anthrax vaccine.
About Anthrax
According to the Centers for Disease Control and Prevention, anthrax is an acute
infectious disease caused by the spore-forming bacterium Bacillus anthracis. Anthrax
most commonly occurs in hoofed mammals and can also infect humans. Symptoms of
disease vary depending on how the disease was contracted, but usually occur within
seven days after exposure. The serious forms of human anthrax are inhalation
anthrax, cutaneous anthrax, and intestinal anthrax. Initial symptoms of inhalation
anthrax infection may resemble a common cold. After several days, the symptoms may
progress to severe breathing problems and shock. Inhalation anthrax is often fatal,
even with the use of antibiotics.
About PharmAthene, Inc.
PharmAthene, a privately-held biotechnology company, was formed to meet the critical
needs of the United States by developing biodefense products. PharmAthene is
dedicated to the rapid development of important and novel biotherapeutics to address
biological pathogens and chemicals that may be used as weapons of bioterror.
PharmAthene\\\\\\\'s lead programs include Valortim(TM) for the prevention and treatment of
anthrax infection and Protexia(R) for the prevention and treatment of morbidity and
mortality associated with exposure to chemical nerve agents. For more information on
PharmAthene, please visit www.PharmAthene.com.
About Medarex, Inc.
Medarex is a biopharmaceutical company focused on the discovery, development and
potential commercialization of fully human antibody-based therapeutics to treat
life-threatening and debilitating diseases, including cancer, inflammation,
autoimmune disorders and infectious diseases. Medarex applies its UltiMAb(R)
technology and product development and clinical manufacturing experience to
generate, support and potentially commercialize a broad range of fully human
antibody product candidates for itself and its partners. More than 30 of these
therapeutic product candidates derived from Medarex technology are in human clinical
testing or have had INDs submitted for such trials, with six of the most advanced
product candidates currently in Phase III clinical trials. Medarex is committed to
building value by developing a diverse pipeline of antibody products to address the
world\\\\\\\'s unmet healthcare needs. For more information about Medarex, visit its
website at www.medarex.com.
About USAMRIID
USAMRIID, located at Fort Detrick, Maryland, is the lead medical research laboratory
for the U.S. Biological Defense Research Program, and plays a key role in national
defense and in infectious disease research. The Institute\\\\\\\'s mission is to conduct
basic and applied research on biological threats resulting in medical solutions
(such as vaccines, drugs and diagnostics) to protect the warfighter. USAMRIID is a
subordinate laboratory of the U.S. Army Medical Research and Materiel Command.
The information contained in this press release does not necessarily reflect the
position or the policy of the United States government and no official endorsement
should be inferred.
Statement on Cautionary Factors
For Medarex: Except for the historical information presented herein, matters
discussed herein may constitute forward-looking statements within the meaning of the
Private Securities Litigation Reform Act of 1995 that are subject to certain risks
and uncertainties that could cause actual results to differ materially from any
future results, performance or achievements expressed or implied by such statements.
Statements that are not historical facts, including statements preceded by,
followed by, or that include the words \\\\\\\"potential\\\\\\\"; \\\\\\\"believe\\\\\\\"; \\\\\\\"anticipate\\\\\\\";
\\\\\\\"intend\\\\\\\"; \\\\\\\"plan\\\\\\\"; \\\\\\\"expect\\\\\\\"; \\\\\\\"estimate\\\\\\\"; \\\\\\\"could\\\\\\\"; \\\\\\\"may\\\\\\\"; or similar statements are
forward-looking statements. Medarex disclaims, however, any intent or obligation to
update these forward-looking statements. Risks and uncertainties include risks
associated with product discovery and development, uncertainties related to the
outcome of clinical trials, slower than expected rates of study subject enrollment,
uncertainties related to scheduling and completing necessary animal experiments to
satisfy the FDA Animal Rule requirements in the few facilities approved to perform
such experiments, unforeseen safety issues resulting from the handling of Bacillus
anthracis, unforeseen safety issues resulting from the administration of
Valortim(TM) (MDX-1303) in human subjects, uncertainties related to product
manufacturing as well as risks detailed from time to time in Medarex\\\\\\\'s public
disclosure filings with the U.S. Securities and Exchange Commission (SEC), including
its Annual Report on Form 10-K for the fiscal year ended December 31, 2006. There
can be no assurance that such development efforts will succeed or that other
developed products will receive required regulatory clearance or that, even if such
regulatory clearance were received, such products would ultimately achieve
commercial success. Copies of Medarex\\\\\\\'s public disclosure filings are available
from its investor relations department.
Medarex(R), the Medarex logo and UltiMAb(R) are registered trademarks of Medarex,
Inc. All rights are reserved. Valortim(TM) is a trademark of PharmAthene, Inc. All
rights are reserved.
SOURCE Medarex, Inc. and PharmAthene, Inc.
Laura S. Choi, Investor Relations, +1-609-430-2880, x2216, or Jean Mantuano,
Corporate Communications, +1-609-430-2880, x2221, both of Medarex, Inc., or Stacey
Jurchison, Director, Corporate Communications for PharmAthene, Inc.,
+1-410-571-8925, jurchisons@pharmathene.com
http://www.medarex.com
Antwort auf Beitrag Nr.: 28.564.746 von Lycos2 am 29.03.07 16:27:36Was gibts nachbörslich bei MEDX???
was'n los--nachbörslich geht der punk ab
Keine Eselfreunde mehr
Antwort auf Beitrag Nr.: 28.576.358 von tragerlof am 30.03.07 07:41:35Hoffe daß da endlich mal was passiert. Habe diese Aktie schon seit Jahren als Depotleiche faktisch abgeschrieben. Betrachte jeden Cent mehr als tollen Gewinn.
Medarex to Get Amgen Milestone Payment
Thursday May 3, 7:54 am ET
Medarex to Receive Milestone Payment From Amgen on Advance of Drug Candidate
PRINCETON, N.J. (AP) -- Biotech drug developer Medarex Inc. said Thursday it expects a milestone payment from biotech drug maker Amgen Inc. now that a drug candidate using Medarex technology has advanced to a mid-stage clinical trial.
ADVERTISEMENT
Medarex did not disclose the amount of the payment. Under a licensing agreement, Amgen uses Medarex's Ultimab antibody technology for certain drug candidates in development. Antibodies are proteins produced by the body's immune system that help fight infections and other foreign substances.
The current milestone payment marks the second Amgen Ultimab candidate to advance to mid-stage clinical trials. Two other candidates are in early stage clinical testing.
Using industry averages, drug candidates entering mid-stage clinical trials are about seven years away from possible Food and Drug Administration approval.
Medarex announced in November that Amgen had advanced another Ultimab-based product into clinical trials, triggering an undisclosed milestone payment.
Thursday May 3, 7:54 am ET
Medarex to Receive Milestone Payment From Amgen on Advance of Drug Candidate
PRINCETON, N.J. (AP) -- Biotech drug developer Medarex Inc. said Thursday it expects a milestone payment from biotech drug maker Amgen Inc. now that a drug candidate using Medarex technology has advanced to a mid-stage clinical trial.
ADVERTISEMENT
Medarex did not disclose the amount of the payment. Under a licensing agreement, Amgen uses Medarex's Ultimab antibody technology for certain drug candidates in development. Antibodies are proteins produced by the body's immune system that help fight infections and other foreign substances.
The current milestone payment marks the second Amgen Ultimab candidate to advance to mid-stage clinical trials. Two other candidates are in early stage clinical testing.
Using industry averages, drug candidates entering mid-stage clinical trials are about seven years away from possible Food and Drug Administration approval.
Medarex announced in November that Amgen had advanced another Ultimab-based product into clinical trials, triggering an undisclosed milestone payment.
Medarex hat gestern (03.05.2007) an der \"Morgan Stanley Global Healthcare Unplugged Conference (2 - 4 Mai)\" teilgenommen. Und Anfang Mai gab es auch noch Q1 Zahlen.
Hier ein Bericht dazu. Geborgt aus dem Yahoo Message Board (inkl. Stellungnahme von Morgan Stanley)
alles waretet auf Ipilumumab
Here is the report. When we get great MDX 010 results we go to 23. Add in everything else we go to 40.
1Q2007 – ipilumumab data soon May 02, 2007
What\'s changed
Medarex reported 1Q2007 EPS of $0.80, which included a one-time $1.22 per share gain from the sale of GenMab stock. Excluding this and other one-time items, as well as option expense, Medarex reported a $0.29 loss. With option expense but without one-time items, we estimate that the net loss for the quarter was about $0.32, better than our ($0.37) estimate. We maintain our annual operating forecasts for 2007, 2008 and 2009. The key valuation driver will be clinical data from Phase 3 studies with ipilimumab, with the first data set expected in 3Q/4Q.
Implications
We believe that the stock may be volatile around the Phase 3 data. We estimate potential upside in the low to mid $20 range if data are positive and downside in the high single digits if data are negative. We regard MDX-010 as a high risk/reward candidate. Beyond ipilimumab, the proprietary and partnered pipeline is broadening, with three additional royalty bearing candidates in Phase 3 studies, and numerous candidates in earlier clinical studies.
Valuation
We maintain our 12-month target price of $16, based on a probability-adjusted discounted revenue assessment of the pipeline. As a single point estimate, our target price is likely overstated for product failures and understated for product successes.
Key risks
Key risks include pipeline delays or failures, particularly with respect to MDX-010. The company is in the process of searching for a permanent CEO, a role which Mr. Irwin Lerner, Chairman of the Board, is filling on an interim basis.
Hier ein Bericht dazu. Geborgt aus dem Yahoo Message Board
(inkl. Stellungnahme von Morgan Stanley)alles waretet auf Ipilumumab
Here is the report. When we get great MDX 010 results we go to 23. Add in everything else we go to 40.
1Q2007 – ipilumumab data soon May 02, 2007
What\'s changed
Medarex reported 1Q2007 EPS of $0.80, which included a one-time $1.22 per share gain from the sale of GenMab stock. Excluding this and other one-time items, as well as option expense, Medarex reported a $0.29 loss. With option expense but without one-time items, we estimate that the net loss for the quarter was about $0.32, better than our ($0.37) estimate. We maintain our annual operating forecasts for 2007, 2008 and 2009. The key valuation driver will be clinical data from Phase 3 studies with ipilimumab, with the first data set expected in 3Q/4Q.
Implications
We believe that the stock may be volatile around the Phase 3 data. We estimate potential upside in the low to mid $20 range if data are positive and downside in the high single digits if data are negative. We regard MDX-010 as a high risk/reward candidate. Beyond ipilimumab, the proprietary and partnered pipeline is broadening, with three additional royalty bearing candidates in Phase 3 studies, and numerous candidates in earlier clinical studies.
Valuation
We maintain our 12-month target price of $16, based on a probability-adjusted discounted revenue assessment of the pipeline. As a single point estimate, our target price is likely overstated for product failures and understated for product successes.
Key risks
Key risks include pipeline delays or failures, particularly with respect to MDX-010. The company is in the process of searching for a permanent CEO, a role which Mr. Irwin Lerner, Chairman of the Board, is filling on an interim basis.
Kommt die ASCO-Hausse?
Das weltweit wichtigste Treffen der Krebsforscher steht ins Haus. Anleger beobachten gespannt die Aktienkurse von Medikamentenentwicklern. Welche Papiere können profitieren?
Alle Jahre wieder treffen sich in den USA die wichtigsten Krebsforscher aus aller Welt, um die Ergebnisse ihrer Forschungs- und Entwicklungsarbeit der Öffentlichkeit vorzustellen und die Resultate im Kreise der Kollegen zu diskutieren. Zu der Konferenz, die in diesem Jahr vom 1. bis zum 5. Juni in Chicago stattfindet, lädt alljährlich die American Society of Clinical Oncology, kurz ASCO.
Auch zahlreiche börsennotierte Unternehmen präsentieren sich beim ASCO-Meeting. Und nicht selten hat die Konferenz in den letzten Jahren für steigende Kurse gesorgt. Bestes Beispiel: Der heute weltgrößte Biotech-Konzern Genentech veröffentlichte 2003 beim ASCO-Meeting erstmals ausführliche Daten zu seinem heutigen Blockbuster-Krebsmedikament Avastin – und bereitete damit den Boden für den beispiellosen Aufstieg der letzten Jahre, durch den das Unternehmen aus South San Francisco dem Platzhirschen Amgen den Rang ablief.
Medarex - indirekter Profiteur?
Die Aktie von Medarex ist eine laufende AKTIONÄRS-Empfehlung. Seit das Papier des Anikörper-Spezialisten im September 2006 vorgestellt wurde, hat es bereits rund 22 Prozent zugelegt. Damit dürfte das Potenzial aber noch lange nicht ausgereizt sein. Kurzfristig könnte das ASCO-Meeting als Katalysator dienen. Denn hier stellt der Pharmakonzern Pfizer Daten aus einer Phase-III-Studie mit dem Krebsantikörper Ticilimumab vor. Fallen diese gut aus, würde Medarex, das den experimentellen Wirkstoff entwickelt und auslizenziert hat, davon gleich in doppelter Hinsicht profitieren. Positive Ergebnisse würden den Antikörper, der unter anderem gegen sogenannte Melanome eingesetzt werden soll, der Markteinführung ein gehöriges Stück näher bringen. Und beim Verkauf des Medikamentes wird Medarex ordentlich mitverdienen. Schätzungsweise 15 Prozent des Umsatzes – und der dürfte mindestens im hohen dreistelligen Millionbereich liegen – wandern in die Kasse des Biotech-Unternehmens. Zudem entwickelt Medarex einen ähnlichen Antikörper in Eigenregie. Positive Studiendaten dürften das Vertrauen der Investoren in den Erfolg des Medarex-Projektes nachhaltig stärken. Und Vertrauen ist bekanntlich die beste Basis für steigende Kurse.
Celgene - immer noch kaufenswert
Sehr stark gestiegen ist auch bereits die Aktie von Celgene. Seit der Empfehlung im AKTIONÄR notiert das Papier schon über 300 Prozent im Plus. Erst vor Kurzem wurde ein neues Allzeithoch erreicht. Trotzdem könnte sich der Einstieg noch lohnen. Kurzfristig könnte der Auftritt von Celgene beim ASCO-Meeting nämlich einen weiteren Schub geben. Hier stellt Celgene neue Daten aus Phase-III-Studien mit seinem Krebsmittel Revlimid vor. Diese sollen belegen, dass sich Revlimid besser als First-Line-Therapie zur Behandlung von Myelomen eignet als die bisherigen Standardtherapeutika. Als weitere Fantasiefaktoren kommen hinzu, dass Celgene noch in der ersten Hälfte des Jahres mit einer EU-Zulassung von Revlimid rechnet und Phase-II-Daten aus Studien mit einem potenziellen Schuppenflechte-Mittel bekannt geben wird.
Genvec - Tanz auf der Rasierklinge
Neu auf die Empfehlungsliste kommt die Aktie von Genvec. Aber Vorsicht, das Papier ist nur für sehr risikobereite Anleger geeignet. Genvec entwickelt unter anderem ein Medikament zur Behandlung von Bauchspeicheldrüsenkrebs. Gegen diese sehr aggressive Krebsart ist bislang kein Kraut gewachsen. Viele Unternehmen haben sich bereits an der Entwicklung versucht – und sind gescheitert. Mit seinem experimentellen Wirkstoff TNF erade könnte Genvec der Lösung des Problems einen gehörigen Schritt näher gekommen sein. Dies suggerieren zumindest Studiendaten, die das Unternehmen im letzten Dezember vorlegte. Da diese Studien nur mit wenigen Patienten durchgeführt wurden, blickt die Fachwelt Anfang Juni gespannt nach Chicago. Denn dort wird Genvec neue Daten präsentieren. Sind diese positiv, dürfte dies der Aktie gehörigen Auftrieb geben.
Kursziel bei Genvec: 5,50 Euro. Stopp: 2,25 Euro.
Erschienen in DER AKTIONÄR Ausgabe 20/2007.
Das weltweit wichtigste Treffen der Krebsforscher steht ins Haus. Anleger beobachten gespannt die Aktienkurse von Medikamentenentwicklern. Welche Papiere können profitieren?
Alle Jahre wieder treffen sich in den USA die wichtigsten Krebsforscher aus aller Welt, um die Ergebnisse ihrer Forschungs- und Entwicklungsarbeit der Öffentlichkeit vorzustellen und die Resultate im Kreise der Kollegen zu diskutieren. Zu der Konferenz, die in diesem Jahr vom 1. bis zum 5. Juni in Chicago stattfindet, lädt alljährlich die American Society of Clinical Oncology, kurz ASCO.
Auch zahlreiche börsennotierte Unternehmen präsentieren sich beim ASCO-Meeting. Und nicht selten hat die Konferenz in den letzten Jahren für steigende Kurse gesorgt. Bestes Beispiel: Der heute weltgrößte Biotech-Konzern Genentech veröffentlichte 2003 beim ASCO-Meeting erstmals ausführliche Daten zu seinem heutigen Blockbuster-Krebsmedikament Avastin – und bereitete damit den Boden für den beispiellosen Aufstieg der letzten Jahre, durch den das Unternehmen aus South San Francisco dem Platzhirschen Amgen den Rang ablief.
Medarex - indirekter Profiteur?
Die Aktie von Medarex ist eine laufende AKTIONÄRS-Empfehlung. Seit das Papier des Anikörper-Spezialisten im September 2006 vorgestellt wurde, hat es bereits rund 22 Prozent zugelegt. Damit dürfte das Potenzial aber noch lange nicht ausgereizt sein. Kurzfristig könnte das ASCO-Meeting als Katalysator dienen. Denn hier stellt der Pharmakonzern Pfizer Daten aus einer Phase-III-Studie mit dem Krebsantikörper Ticilimumab vor. Fallen diese gut aus, würde Medarex, das den experimentellen Wirkstoff entwickelt und auslizenziert hat, davon gleich in doppelter Hinsicht profitieren. Positive Ergebnisse würden den Antikörper, der unter anderem gegen sogenannte Melanome eingesetzt werden soll, der Markteinführung ein gehöriges Stück näher bringen. Und beim Verkauf des Medikamentes wird Medarex ordentlich mitverdienen. Schätzungsweise 15 Prozent des Umsatzes – und der dürfte mindestens im hohen dreistelligen Millionbereich liegen – wandern in die Kasse des Biotech-Unternehmens. Zudem entwickelt Medarex einen ähnlichen Antikörper in Eigenregie. Positive Studiendaten dürften das Vertrauen der Investoren in den Erfolg des Medarex-Projektes nachhaltig stärken. Und Vertrauen ist bekanntlich die beste Basis für steigende Kurse.
Celgene - immer noch kaufenswert
Sehr stark gestiegen ist auch bereits die Aktie von Celgene. Seit der Empfehlung im AKTIONÄR notiert das Papier schon über 300 Prozent im Plus. Erst vor Kurzem wurde ein neues Allzeithoch erreicht. Trotzdem könnte sich der Einstieg noch lohnen. Kurzfristig könnte der Auftritt von Celgene beim ASCO-Meeting nämlich einen weiteren Schub geben. Hier stellt Celgene neue Daten aus Phase-III-Studien mit seinem Krebsmittel Revlimid vor. Diese sollen belegen, dass sich Revlimid besser als First-Line-Therapie zur Behandlung von Myelomen eignet als die bisherigen Standardtherapeutika. Als weitere Fantasiefaktoren kommen hinzu, dass Celgene noch in der ersten Hälfte des Jahres mit einer EU-Zulassung von Revlimid rechnet und Phase-II-Daten aus Studien mit einem potenziellen Schuppenflechte-Mittel bekannt geben wird.
Genvec - Tanz auf der Rasierklinge
Neu auf die Empfehlungsliste kommt die Aktie von Genvec. Aber Vorsicht, das Papier ist nur für sehr risikobereite Anleger geeignet. Genvec entwickelt unter anderem ein Medikament zur Behandlung von Bauchspeicheldrüsenkrebs. Gegen diese sehr aggressive Krebsart ist bislang kein Kraut gewachsen. Viele Unternehmen haben sich bereits an der Entwicklung versucht – und sind gescheitert. Mit seinem experimentellen Wirkstoff TNF erade könnte Genvec der Lösung des Problems einen gehörigen Schritt näher gekommen sein. Dies suggerieren zumindest Studiendaten, die das Unternehmen im letzten Dezember vorlegte. Da diese Studien nur mit wenigen Patienten durchgeführt wurden, blickt die Fachwelt Anfang Juni gespannt nach Chicago. Denn dort wird Genvec neue Daten präsentieren. Sind diese positiv, dürfte dies der Aktie gehörigen Auftrieb geben.
Kursziel bei Genvec: 5,50 Euro. Stopp: 2,25 Euro.
Erschienen in DER AKTIONÄR Ausgabe 20/2007.
Medarex and Organon Announce Biotherapeutics Development Agreement
Wednesday May 16, 8:00 am ET
OSS, Netherlands and PRINCETON, N.J., May 16 /PRNewswire-FirstCall/ -- Organon, the human health care business unit of Akzo Nobel, and Medarex, Inc. (Nasdaq: MEDX - News) today announced that they have entered into a collaborative agreement to develop and potentially commercialize fully human antibody therapeutics for the treatment of cancer and auto-immune disorders, utilizing Medarex's UltiMAb Human Antibody Development System® and Organon's expertise in drug discovery and development.
ADVERTISEMENT
Under the terms of the agreement, Medarex and Organon plan to share development and commercialization responsibilities on any antibody-based therapeutics resulting from this collaboration, and to share revenues generated from the sale of such therapeutic products. Financial terms were not disclosed.
"We have recently increased our efforts in Cambridge, Massachusetts, to identify novel biologicals which will be effective treatments for auto-immune and oncological disorders, this additional collaboration with Medarex represents a further step towards becoming a very effective biological drug hunting company," said David Nicholson, executive vice president R&D at Organon.
"We are pleased with the opportunity to expand our relationship through this new partnership with Organon, and we look forward to working collaboratively with them on the development of potential new cancer and auto- immune biotherapeutics," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex.
Wednesday May 16, 8:00 am ET
OSS, Netherlands and PRINCETON, N.J., May 16 /PRNewswire-FirstCall/ -- Organon, the human health care business unit of Akzo Nobel, and Medarex, Inc. (Nasdaq: MEDX - News) today announced that they have entered into a collaborative agreement to develop and potentially commercialize fully human antibody therapeutics for the treatment of cancer and auto-immune disorders, utilizing Medarex's UltiMAb Human Antibody Development System® and Organon's expertise in drug discovery and development.
ADVERTISEMENT
Under the terms of the agreement, Medarex and Organon plan to share development and commercialization responsibilities on any antibody-based therapeutics resulting from this collaboration, and to share revenues generated from the sale of such therapeutic products. Financial terms were not disclosed.
"We have recently increased our efforts in Cambridge, Massachusetts, to identify novel biologicals which will be effective treatments for auto-immune and oncological disorders, this additional collaboration with Medarex represents a further step towards becoming a very effective biological drug hunting company," said David Nicholson, executive vice president R&D at Organon.
"We are pleased with the opportunity to expand our relationship through this new partnership with Organon, and we look forward to working collaboratively with them on the development of potential new cancer and auto- immune biotherapeutics," said Irwin Lerner, Chairman of the Board of Directors and Interim President and CEO of Medarex.
Medarex Announces the Appointment of Mr. Howard H. Pien as President and Chief Executive Officer and Member of the Medarex Board of Directors
Wednesday May 16, 4:00 pm ET
PRINCETON, N.J., May 16 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) today announced that Howard H. Pien will join the company as President and Chief Executive Officer and member of the Medarex Board of Directors effective June 14, 2007. Mr. Pien will succeed Irwin Lerner who has served as the Company's Interim President and Chief Executive Officer since November 2006. Mr. Lerner will continue in his role as Chairman of the Board of Medarex.
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"We are thoroughly delighted to have Howard join Medarex as our Chief Executive," commented Mr. Lerner. "No one could be more qualified to lead our company to the next level of its development. Howard has broad and deep biopharmaceutical industry expertise, encompassing general management, finance, commercial and manufacturing operations, deal-making and partnerships -- an impressive background which blends perfectly with the Medarex business profile."
"I am delighted to join Medarex at this time and honored to work with its top-notch team," said Mr. Pien. "I believe that Medarex is a well-respected company in the industry and that the potential opportunities ahead for the company are nearly boundless. I look forward to being a part of the company as it continues to grow and strengthen its position in the field of antibody therapeutics."
Mr. Pien brings to Medarex more than 20 years of industry experience. He was most recently President and Chief Executive Officer of Chiron Corporation until April 2006 when it was acquired by Novartis. He joined Chiron from GlaxoSmithKline, where he served as President of the International Pharmaceuticals business. Previous to that, Mr. Pien held the position of President, Pharmaceuticals for SmithKline Beecham. He also previously worked at Abbott Laboratories and at Merck & Co. where he held positions in sales, market research, licensing and product management. Mr. Pien earned a B.S. from the Massachusetts Institute of Technology in 1979 and an M.B.A. from Carnegie-Mellon University in 1981.
Wednesday May 16, 4:00 pm ET
PRINCETON, N.J., May 16 /PRNewswire-FirstCall/ -- Medarex, Inc. (Nasdaq: MEDX - News) today announced that Howard H. Pien will join the company as President and Chief Executive Officer and member of the Medarex Board of Directors effective June 14, 2007. Mr. Pien will succeed Irwin Lerner who has served as the Company's Interim President and Chief Executive Officer since November 2006. Mr. Lerner will continue in his role as Chairman of the Board of Medarex.
ADVERTISEMENT
"We are thoroughly delighted to have Howard join Medarex as our Chief Executive," commented Mr. Lerner. "No one could be more qualified to lead our company to the next level of its development. Howard has broad and deep biopharmaceutical industry expertise, encompassing general management, finance, commercial and manufacturing operations, deal-making and partnerships -- an impressive background which blends perfectly with the Medarex business profile."
"I am delighted to join Medarex at this time and honored to work with its top-notch team," said Mr. Pien. "I believe that Medarex is a well-respected company in the industry and that the potential opportunities ahead for the company are nearly boundless. I look forward to being a part of the company as it continues to grow and strengthen its position in the field of antibody therapeutics."
Mr. Pien brings to Medarex more than 20 years of industry experience. He was most recently President and Chief Executive Officer of Chiron Corporation until April 2006 when it was acquired by Novartis. He joined Chiron from GlaxoSmithKline, where he served as President of the International Pharmaceuticals business. Previous to that, Mr. Pien held the position of President, Pharmaceuticals for SmithKline Beecham. He also previously worked at Abbott Laboratories and at Merck & Co. where he held positions in sales, market research, licensing and product management. Mr. Pien earned a B.S. from the Massachusetts Institute of Technology in 1979 and an M.B.A. from Carnegie-Mellon University in 1981.
Antwort auf Beitrag Nr.: 29.336.941 von Ville7 am 16.05.07 08:22:33Die ASCO-Daten von MEDX dürften positiv sein, wenn man diese Aussagen und die Charts vergleicht: ... oder?
http://www.thestreet.com/_tscs/newsanalysis/biotech/10357305…
mfg ipollit
http://www.thestreet.com/_tscs/newsanalysis/biotech/10357305…
mfg ipollit
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2121845[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2121845[/URL]
Kurzfristig stark überkauft zum 3. Anlauf an den langfristigen Widerstand hin. Das klappt nicht sofort.
Aber Juni ist ja auch noch ein Monat.
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2121845[/URL]
Kurzfristig stark überkauft zum 3. Anlauf an den langfristigen Widerstand hin. Das klappt nicht sofort.
Aber Juni ist ja auch noch ein Monat.
Antwort auf Beitrag Nr.: 29.354.144 von ipollit am 17.05.07 10:32:25Ich spekuliere stark darauf, dass die Daten zu diesen potentiellen Multimilliarden-Blockbustern (Ipilimumab/Ticilimumab) positiv sein werden.
Aber wie immer ist das die Crux bei immunmodulierenden Therapien, man weiß nie was in verblindeten Phase III-Studien dann wirklich im Vergleich zu den teils offenen Phase IIs herauskommt.
Und wie man bei Dendreon gesehen hat kann sich auch ein Feuerstein irren. Biotech ist oft ein recht unklakulierbares Investment.
Wie gesagt, ich spekuliere voll darauf, dass MEDX gute Daten vorlegen wird. Monoklonale Antikörper sind inzwischen eine anerkannte Klasse von Medikamenten, das zeigt auch das Übernahmeinteresse von Pharma (aus einer MOR Präsentation):
Der letzten Run ist aber sicherlich auch dem neuen CEO geschuldet, hiervon versprechen sich MEDX Aktionäre ein besseres PR und auch steigende Kurse. Wobei ich nicht denke, dass MEDX aggressivere PR betreiben wird. Das ist halt das Schicksal von Firmen wie MEDX und MOR, dass sie diskret sein müssen.
Aber wie immer ist das die Crux bei immunmodulierenden Therapien, man weiß nie was in verblindeten Phase III-Studien dann wirklich im Vergleich zu den teils offenen Phase IIs herauskommt.
Und wie man bei Dendreon gesehen hat kann sich auch ein Feuerstein irren. Biotech ist oft ein recht unklakulierbares Investment.
Wie gesagt, ich spekuliere voll darauf, dass MEDX gute Daten vorlegen wird. Monoklonale Antikörper sind inzwischen eine anerkannte Klasse von Medikamenten, das zeigt auch das Übernahmeinteresse von Pharma (aus einer MOR Präsentation):
Der letzten Run ist aber sicherlich auch dem neuen CEO geschuldet, hiervon versprechen sich MEDX Aktionäre ein besseres PR und auch steigende Kurse. Wobei ich nicht denke, dass MEDX aggressivere PR betreiben wird. Das ist halt das Schicksal von Firmen wie MEDX und MOR, dass sie diskret sein müssen.
Aus dem ASCO 2007er Programm für Melanoma, Tuesday, June 5, 2007 8:00 AM - 12:00 PM:
2 mal BMS+MEDX mit ipilimumab und einmal Pfizer mit ticilimumab dazwischen:
------------------------
The efficacy and safety of ipilimumab (MDX-010) in patients with unresectable stage III or stage IV malignant melanoma.
Poster Number: 12 Abstract No: 8523
Presenter: Jeffrey S Weber, MD, PhD
Survival of patients (pts) with metastatic melanoma treated with the anti-CTLA4 monoclonal antibody (mAb) CP-675,206 in a phase I/II study.
Poster Number: 13 Abstract No: 8524
Presenter: Jesus Gomez-Navarro, MD
Kinetics of response to ipilimumab (MDX-010) in patients with stage III/IV melanoma.
Poster Number: 14 Abstract No: 8525
2 mal BMS+MEDX mit ipilimumab und einmal Pfizer mit ticilimumab dazwischen:
------------------------
The efficacy and safety of ipilimumab (MDX-010) in patients with unresectable stage III or stage IV malignant melanoma.
Poster Number: 12 Abstract No: 8523
Presenter: Jeffrey S Weber, MD, PhD
Survival of patients (pts) with metastatic melanoma treated with the anti-CTLA4 monoclonal antibody (mAb) CP-675,206 in a phase I/II study.
Poster Number: 13 Abstract No: 8524
Presenter: Jesus Gomez-Navarro, MD
Kinetics of response to ipilimumab (MDX-010) in patients with stage III/IV melanoma.
Poster Number: 14 Abstract No: 8525
Zusätzlich:
Genitourinary Cancer
Time:
Sunday, June 3, 2007 2:00 PM - 6:00 PM
Biochemical and immunologic correlates of clinical response in a combination trial of the GM-CSF-gene transduced allogeneic prostate cancer immunotherapy and ipilimumab in patients with metastatic hormone-refractory prostate cancer (mHRPC).
Poster Number: G2 Abstract No: 5120
Presenter: Winald R Gerritsen, MD, PhD
Genitourinary Cancer
Time:
Sunday, June 3, 2007 2:00 PM - 6:00 PM
Biochemical and immunologic correlates of clinical response in a combination trial of the GM-CSF-gene transduced allogeneic prostate cancer immunotherapy and ipilimumab in patients with metastatic hormone-refractory prostate cancer (mHRPC).
Poster Number: G2 Abstract No: 5120
Presenter: Winald R Gerritsen, MD, PhD
Ein HV Report aus Yahoo von Mark2719:
ANNUAL MEETING (5 Ratings) 17-May-07 06:14 pm
I was at the annual meeting today and met with Raymond, Civic, Biomajor, and Orge and many others. The meeting was very good. MEDX will be presenting phase two data on melanoma at ASCO. MEDX WILL PRESENT two abstracts AT ASCO. Stated that the data is interesting. For those of you who have any doubt that this drug, MEDX 10, does not work, I direct you to BMS site. Click on annual report and go to page 9. READ IT. It is very impressive. If all goes well, MEDX plans to file a BLA IN JANUARY O8...Numerous drugs in the pipeline. Management was asked about PFE results. MANAGEMENT WAS VERY QUIET.STATED THEY DID NOT KNOW HOW FAR ALONG PFE WAS IN APPLYING FOR BLA FOR MELANOMA. RUMOUR HAS IT THAT PFE WILL PRSENT DATA AT ASCO. NO mattter what happens, it is a win for MEDX shareholders.
I had the pleasure to speak with the NEW CEO HOWARD PIEN. I made it a point that MEDX needs to remain independent. I told him I hope he would take the company to the next level.
MAKE MEDX A BIOPHARMACEUTICAL COMPANY.
I also spoke with Irwin LERNER. He stated to me that THE MEDX team will be very prepared when it goes before the FDA with data on MEDX 10. There will be no fiasco like DNDN. More later
ANNUAL MEETING (5 Ratings) 17-May-07 06:14 pm
I was at the annual meeting today and met with Raymond, Civic, Biomajor, and Orge and many others. The meeting was very good. MEDX will be presenting phase two data on melanoma at ASCO. MEDX WILL PRESENT two abstracts AT ASCO. Stated that the data is interesting. For those of you who have any doubt that this drug, MEDX 10, does not work, I direct you to BMS site. Click on annual report and go to page 9. READ IT. It is very impressive. If all goes well, MEDX plans to file a BLA IN JANUARY O8...Numerous drugs in the pipeline. Management was asked about PFE results. MANAGEMENT WAS VERY QUIET.STATED THEY DID NOT KNOW HOW FAR ALONG PFE WAS IN APPLYING FOR BLA FOR MELANOMA. RUMOUR HAS IT THAT PFE WILL PRSENT DATA AT ASCO. NO mattter what happens, it is a win for MEDX shareholders.
I had the pleasure to speak with the NEW CEO HOWARD PIEN. I made it a point that MEDX needs to remain independent. I told him I hope he would take the company to the next level.
MAKE MEDX A BIOPHARMACEUTICAL COMPANY.
I also spoke with Irwin LERNER. He stated to me that THE MEDX team will be very prepared when it goes before the FDA with data on MEDX 10. There will be no fiasco like DNDN. More later
Shareholder meeting report rothco619 17-May-07 02:07 pm
Will go into detail later as I don't have time now. Had the opportunity to meet many of the intellegent posters on the board and I would guess that everyone will report the same. New CEO was impressive. He is going to be graet. It was a 3 to 4 month interview process to make the decision and Irwin's criteria for the selection was discussed and was well thought out. What i will share with you quickly are these points.
1.There are many complaints about MRDX poor of lack of pr. MRDX is limited by there agreements with partners not to share info. It is up to the partner to disclose so there goes your critism on that issue.
2.Each and everu member of the management team was impressive and dedicated
3. Anylysts are so missing the story here it is a joke, and there is so much good news to come.
4. Do not pay attention to the daily fluctions in this stock, this is my opinion not said at meeting. Anyone shorting is nuts and basically setting you up to steal your shares.
5. Presentations at ASCO from our partners should be impressive. MEDX data is geared towards doctors and not meant to hype or put a good spin on the stock.
6. This is a results oriented company, not about hyping you,
these people are dedicated to the company, to the shareholders and to humanity.
7.MEDX is flush with cash(450 millio) and has a health equity position in Genmab worth(350 million) not including royalty and milestone payments which will be rolling in. Burning 30 mil a month but as explained at meeting totally justified . Will explain later
8.Great things to come, good news to come. Suitors are interested in the company in parcel as a whole and inquiries are made often. MEDX will not jump I'm sure everyone has a price but they want to remain independant and are confident.
9.Pien will be great.
In closing I'd say you buy a stock for the upside in the future and IMHO you have an opportunity here that you may not see again in your lifetime.
I laugh that the stock is down today, because there is no reason for it none what so ever. Be long and be strong. This is the real deal. Go to a meeting sometime and see for yourself. You will see what the others have to say that were there and I would say that to a man they will echo my words.
Sentiment : Strong Buy
Will go into detail later as I don't have time now. Had the opportunity to meet many of the intellegent posters on the board and I would guess that everyone will report the same. New CEO was impressive. He is going to be graet. It was a 3 to 4 month interview process to make the decision and Irwin's criteria for the selection was discussed and was well thought out. What i will share with you quickly are these points.
1.There are many complaints about MRDX poor of lack of pr. MRDX is limited by there agreements with partners not to share info. It is up to the partner to disclose so there goes your critism on that issue.
2.Each and everu member of the management team was impressive and dedicated
3. Anylysts are so missing the story here it is a joke, and there is so much good news to come.
4. Do not pay attention to the daily fluctions in this stock, this is my opinion not said at meeting. Anyone shorting is nuts and basically setting you up to steal your shares.
5. Presentations at ASCO from our partners should be impressive. MEDX data is geared towards doctors and not meant to hype or put a good spin on the stock.
6. This is a results oriented company, not about hyping you,
these people are dedicated to the company, to the shareholders and to humanity.
7.MEDX is flush with cash(450 millio) and has a health equity position in Genmab worth(350 million) not including royalty and milestone payments which will be rolling in. Burning 30 mil a month but as explained at meeting totally justified . Will explain later
8.Great things to come, good news to come. Suitors are interested in the company in parcel as a whole and inquiries are made often. MEDX will not jump I'm sure everyone has a price but they want to remain independant and are confident.
9.Pien will be great.
In closing I'd say you buy a stock for the upside in the future and IMHO you have an opportunity here that you may not see again in your lifetime.
I laugh that the stock is down today, because there is no reason for it none what so ever. Be long and be strong. This is the real deal. Go to a meeting sometime and see for yourself. You will see what the others have to say that were there and I would say that to a man they will echo my words.
Sentiment : Strong Buy
Huuuuuuuuuuuuuuuuuuuhhhhhhhhhhuuuuuuuuuuuuuuu
habe soeben in Medarex investiert.
einen schönen kurs wünsch ich uns........
habe soeben in Medarex investiert.
einen schönen kurs wünsch ich uns........
Aus dem annual Report von BMS:
Medarex presentation schedule: (Not rated) 2 minutes ago
And this doesn't even include ASCO:
May 22-24, 2007 (New York, NY)
Citigroup Global Healthcare Conference
May 30-June 1, 2007 (Las Vegas, NV)
Banc of America Health Care Conference
June 11-14, 2007 (Dana Point, CA)
Goldman Sachs 28th Annual Global Healthcare Conference
June 13-14, 2007 (New York, NY)
Needham 6th Annual Biotechnology & Medical Technology Conference
June 19-20, 2007 (London, United Kingdom)
NASDAQ 19th Investor Program
And this doesn't even include ASCO:
May 22-24, 2007 (New York, NY)
Citigroup Global Healthcare Conference
May 30-June 1, 2007 (Las Vegas, NV)
Banc of America Health Care Conference
June 11-14, 2007 (Dana Point, CA)
Goldman Sachs 28th Annual Global Healthcare Conference
June 13-14, 2007 (New York, NY)
Needham 6th Annual Biotechnology & Medical Technology Conference
June 19-20, 2007 (London, United Kingdom)
NASDAQ 19th Investor Program
NSIDE: GLAXO
Diabetischer Schock
SIEGFRIED HOFMANN | FRANKFURT Der britische Pharmariese Glaxo-Smithkline musste in den vergangenen beiden Tagen eine Art diabetischen Schock verkraften. Gut acht Prozent verlor die GSK-Aktie an Wert, nachdem Wissenschaftler im angesehenen New England Journal of Medicine eine sehr kritische Studie zu dem Medikament Avandia publiziert hatten. Der Wirkstoff gegen die Zuckerkrankheit wird weltweit Millionen von Menschen verordnet und spült jährlich etwa drei Milliarden Dollar Umsatz in die Kasse von Glaxo-Smithkline. Doch anstatt Folgeerkrankungen von Diabetes zu vermeiden, so der Vorwurf, erhöhe das Mittel die Risiken für Herzinfarkte deutlich.
Noch ist völlig unklar, wie stichhaltig die Untersuchung tatsächlich ist und welche Schlüsse die Zulassungsbehörden ziehen werden. Die Gefahr, dass sich der Fall zu einem ähnliches Desaster ausweitet, wie es Merck & Co mit dem Schmerzmittel Vioxx erlebt hat, erscheint gering.
Dennoch hat der Rückschlag genug Brisanz, um die längerfristige Strategie des britischen Konzerns in Frage zu stellen. Avandia trägt immerhin etwa acht Prozent zum GSK-Arzneimittelgeschäft von 37 Milliarden Dollar bei und gehört zu jenen Produkten, die Analysten bisher als Wachstumsträger für die kommenden Jahre einstuften. Diese Perspektive gerät mit der kritischen Studie ins Wanken. Selbst wenn das Mittel ohne Einschränkung auf dem Markt bleiben kann, dürfte die Sicherheitsdebatte seine Wettbewerbsposition gegenüber Konkurrenzprodukten stark beeinträchtigen.
Den britischen Pharmariesen trifft das in einer ohnehin schwierigen Phase. Produkte mit etwa zehn Prozent Umsatzanteil verlieren bereits 2007 ihren Patentschutz. Weitere Abläufe sind in den Folgejahren zu verkraften. Hinzu kommt eine wachsende Konkurrenz im wichtigen Asthma-Bereich. In der Produktentwicklung bescheinigen Fachleute dem britischen Konzern zwar erhebliche Fortschritte. Es erscheint aber zusehends fraglich, ob Neuentwicklungen wie das kürzlich zugelassene Krebsmittel Tykerb tatsächlich in der Lage sein werden, Patentabläufe und Einbußen, wie sie nun bei Avandia drohen, zu kompensieren. Nach dem Marktführer Pfizer könnte damit auch die Nummer zwei der Pharmabranche aus dem Tritt geraten.
Glaxo-Smithkline stellt das vor allem mit Blick auf die weitere Ertragsentwicklung vor erhebliche Herausforderungen. Denn in Sachen Effizienz hat der Konzern in den vergangenen Jahren bereits mehr getan als die meisten Konkurrenten. Bei nur moderatem Umsatzwachstum sicherte er sich damit solide zweistellige Gewinnsteigerungen. Gemessen an der Umsatzrendite ist GSK nach dem US-Konzern Amgen Spitzenreiter in der Pharmabranche. Und im ersten Quartal 2007 hat das Unternehmen die operative Marge erneut gesteigert, auf den Spitzenwert von 42 Prozent.
Die Schattenseite solcher Erfolge besteht darin, dass die Luft für weitere Kostensenkungen dünner wird und Schwächen im Wachstum damit umso heftiger auf das Ergebnis durchschlagen. Indizien dafür, dass die bisherige Performance unter Druck gerät, lieferten 2006 bereits ein rückläufiger Cashflow und steigende Investitionsausgaben.
Kommt das Geschäft mit Avandia tatsächlich unter die Räder, steht nicht nur die Prognose von knapp zehn Prozent Gewinnwachstum im laufenden Jahr in Frage. Auch die bisherige Strategie müsste nochmals überprüft werden. Vertrauten die Briten bislang noch weitgehend auf Kostensenkung und den Nachschub aus der eigenen Pipeline, wird wohl auch GSK über kurz oder lang wieder zur Medizin des externen Wachstums greifen müssen. Wie die wirkt, hat der britische Konkurrent Astra-Zeneca gerade erst vorgeführt - mit dem 15 Milliarden Dollar teuren Kauf der Biotechfirma Medimmune.
Handelsblatt Nr. 098 vom 23.05.07
Diabetischer Schock
SIEGFRIED HOFMANN | FRANKFURT Der britische Pharmariese Glaxo-Smithkline musste in den vergangenen beiden Tagen eine Art diabetischen Schock verkraften. Gut acht Prozent verlor die GSK-Aktie an Wert, nachdem Wissenschaftler im angesehenen New England Journal of Medicine eine sehr kritische Studie zu dem Medikament Avandia publiziert hatten. Der Wirkstoff gegen die Zuckerkrankheit wird weltweit Millionen von Menschen verordnet und spült jährlich etwa drei Milliarden Dollar Umsatz in die Kasse von Glaxo-Smithkline. Doch anstatt Folgeerkrankungen von Diabetes zu vermeiden, so der Vorwurf, erhöhe das Mittel die Risiken für Herzinfarkte deutlich.
Noch ist völlig unklar, wie stichhaltig die Untersuchung tatsächlich ist und welche Schlüsse die Zulassungsbehörden ziehen werden. Die Gefahr, dass sich der Fall zu einem ähnliches Desaster ausweitet, wie es Merck & Co mit dem Schmerzmittel Vioxx erlebt hat, erscheint gering.
Dennoch hat der Rückschlag genug Brisanz, um die längerfristige Strategie des britischen Konzerns in Frage zu stellen. Avandia trägt immerhin etwa acht Prozent zum GSK-Arzneimittelgeschäft von 37 Milliarden Dollar bei und gehört zu jenen Produkten, die Analysten bisher als Wachstumsträger für die kommenden Jahre einstuften. Diese Perspektive gerät mit der kritischen Studie ins Wanken. Selbst wenn das Mittel ohne Einschränkung auf dem Markt bleiben kann, dürfte die Sicherheitsdebatte seine Wettbewerbsposition gegenüber Konkurrenzprodukten stark beeinträchtigen.
Den britischen Pharmariesen trifft das in einer ohnehin schwierigen Phase. Produkte mit etwa zehn Prozent Umsatzanteil verlieren bereits 2007 ihren Patentschutz. Weitere Abläufe sind in den Folgejahren zu verkraften. Hinzu kommt eine wachsende Konkurrenz im wichtigen Asthma-Bereich. In der Produktentwicklung bescheinigen Fachleute dem britischen Konzern zwar erhebliche Fortschritte. Es erscheint aber zusehends fraglich, ob Neuentwicklungen wie das kürzlich zugelassene Krebsmittel Tykerb tatsächlich in der Lage sein werden, Patentabläufe und Einbußen, wie sie nun bei Avandia drohen, zu kompensieren. Nach dem Marktführer Pfizer könnte damit auch die Nummer zwei der Pharmabranche aus dem Tritt geraten.
Glaxo-Smithkline stellt das vor allem mit Blick auf die weitere Ertragsentwicklung vor erhebliche Herausforderungen. Denn in Sachen Effizienz hat der Konzern in den vergangenen Jahren bereits mehr getan als die meisten Konkurrenten. Bei nur moderatem Umsatzwachstum sicherte er sich damit solide zweistellige Gewinnsteigerungen. Gemessen an der Umsatzrendite ist GSK nach dem US-Konzern Amgen Spitzenreiter in der Pharmabranche. Und im ersten Quartal 2007 hat das Unternehmen die operative Marge erneut gesteigert, auf den Spitzenwert von 42 Prozent.
Die Schattenseite solcher Erfolge besteht darin, dass die Luft für weitere Kostensenkungen dünner wird und Schwächen im Wachstum damit umso heftiger auf das Ergebnis durchschlagen. Indizien dafür, dass die bisherige Performance unter Druck gerät, lieferten 2006 bereits ein rückläufiger Cashflow und steigende Investitionsausgaben.
Kommt das Geschäft mit Avandia tatsächlich unter die Räder, steht nicht nur die Prognose von knapp zehn Prozent Gewinnwachstum im laufenden Jahr in Frage. Auch die bisherige Strategie müsste nochmals überprüft werden. Vertrauten die Briten bislang noch weitgehend auf Kostensenkung und den Nachschub aus der eigenen Pipeline, wird wohl auch GSK über kurz oder lang wieder zur Medizin des externen Wachstums greifen müssen. Wie die wirkt, hat der britische Konkurrent Astra-Zeneca gerade erst vorgeführt - mit dem 15 Milliarden Dollar teuren Kauf der Biotechfirma Medimmune.
Handelsblatt Nr. 098 vom 23.05.07
The difference of Ipilimumab vs Ticilimumab 24-May-07 12:25 am
medxholder
As many people have been confuse of Ipilimumab (MEDX) vs Ticilimumab(PFE). Also there were many people discuss in the board about these two before. Hopefully, my finding will clear up someone's head.
Ipilimumab is IgG1 ; Ticilimumab is IgG2.
The biggest different is IgG1 can induce CDC and ADCC. In other words, IgG1 can make immune system kill the cancer cells.
" Most of the approved mAbs shown here belong to the IgG1 subclass, which has a long half-life and triggers potent immune-effector functions such as complement-dependent cytotoxicity (CDC), complement-dependent cell-mediated cytotoxicity (CDCC) and antibody-dependent cellular cytotoxicity (ADCC). On the other hand, panitumumab is an IgG2 subclass that does not show potent CDC and ADCC."
( I just use Panitumumab, IgG2, to show the different of IgG1 vs IgG2.)
"Immunoglobulin G1 (IgG1) and IgG3 can activate the classical complement pathway and interact with Fcã receptors more potently than IgG2 or IgG4. In particular, IgG4 cannot activate the classical complement pathway."
Here is the article:Comparing Antibody and Small-Molecule Therapies for Cancer
http://www.medscape.com/viewarticle/5500...
That's why we see Ipilimumab not only is used in Melanoma but also in used with other cancers treatment such as Prostate cancer. Whereas, ticilimumab(PFE) is limited in Melanoma only.
Clearly, Ipilimumab is much better than Ticilimumab. Evenif, in ASCO, Ticilimumab data is not good; it doesn't mean that Ipilimumab will have the same result.
Mikeusa5454! Hopefully, it will make you clear littlebit. They're both against CTLA-4. But the mechanism is different. MEDX's scientists/ BOD were not dump when they made the cross licensing deal with PFE.
We are going to have great time ahead!
Sentiment : Strong Buy
medxholder
As many people have been confuse of Ipilimumab (MEDX) vs Ticilimumab(PFE). Also there were many people discuss in the board about these two before. Hopefully, my finding will clear up someone's head.
Ipilimumab is IgG1 ; Ticilimumab is IgG2.
The biggest different is IgG1 can induce CDC and ADCC. In other words, IgG1 can make immune system kill the cancer cells.
" Most of the approved mAbs shown here belong to the IgG1 subclass, which has a long half-life and triggers potent immune-effector functions such as complement-dependent cytotoxicity (CDC), complement-dependent cell-mediated cytotoxicity (CDCC) and antibody-dependent cellular cytotoxicity (ADCC). On the other hand, panitumumab is an IgG2 subclass that does not show potent CDC and ADCC."
( I just use Panitumumab, IgG2, to show the different of IgG1 vs IgG2.)
"Immunoglobulin G1 (IgG1) and IgG3 can activate the classical complement pathway and interact with Fcã receptors more potently than IgG2 or IgG4. In particular, IgG4 cannot activate the classical complement pathway."
Here is the article:Comparing Antibody and Small-Molecule Therapies for Cancer
http://www.medscape.com/viewarticle/5500...
That's why we see Ipilimumab not only is used in Melanoma but also in used with other cancers treatment such as Prostate cancer. Whereas, ticilimumab(PFE) is limited in Melanoma only.
Clearly, Ipilimumab is much better than Ticilimumab. Evenif, in ASCO, Ticilimumab data is not good; it doesn't mean that Ipilimumab will have the same result.
Mikeusa5454! Hopefully, it will make you clear littlebit. They're both against CTLA-4. But the mechanism is different. MEDX's scientists/ BOD were not dump when they made the cross licensing deal with PFE.
We are going to have great time ahead!
Sentiment : Strong Buy
Wird das was?
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Medarex neues Kursziel
Rating-Update:
St. Louis (aktiencheck.de AG) - Die Analysten von A.G. Edwards & Sons stufen die Aktie von Medarex (ISIN US5839161016/ WKN 883040) unverändert mit "buy" ein. Das Kursziel werde von 16 auf 20 USD angehoben. (24.05.2007/ac/a/u)
Analyse-Datum: 24.05.2007
Rating-Update:
St. Louis (aktiencheck.de AG) - Die Analysten von A.G. Edwards & Sons stufen die Aktie von Medarex (ISIN US5839161016/ WKN 883040) unverändert mit "buy" ein. Das Kursziel werde von 16 auf 20 USD angehoben. (24.05.2007/ac/a/u)
Analyse-Datum: 24.05.2007
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Double digit data coming from PFE (Not rated) 29-May-07 05:51 pm
What's the word, 12% royality?
Sentiment : Buy
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Re: Double digit data coming from PFE (Not rated) 29-May-07 08:12 pm
You are completely wrong. If you can dig further at the beginning of 2005, there was an agreement amendment sign by DD and pfe which stated 17% in North America and 22% worldwide.
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Double digit data coming from PFE (Not rated) 29-May-07 05:51 pm
What's the word, 12% royality?
Sentiment : Buy
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Re: Double digit data coming from PFE (Not rated) 29-May-07 08:12 pm
You are completely wrong. If you can dig further at the beginning of 2005, there was an agreement amendment sign by DD and pfe which stated 17% in North America and 22% worldwide.
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Antwort auf Beitrag Nr.: 29.536.757 von Ville7 am 30.05.07 11:19:14Ipilimumab is a anti ctla-4 IgG1 (Ulti)Mab from Medarex and Ticilimumab is the PFE anti ctla-4 IgG2 mab from Abgenix.
Medarex get royalty (15%) from PFE if Ticilimumab is launced through their patent on this target.
Medarex get royalty (15%) from PFE if Ticilimumab is launced through their patent on this target.
Hi Ville.
Erstmal Danke für deine ständigen Infos zu Medarex.
Versteh ich das jetzt richtig, dass Medarex 15 % Royalities von PFE erhählt, da sie das Patent auf dieses Target besitzen?
Ich hab immer vergeblich das 7. Projekt in der PIII auf der Medarex HP gesucht. Wenn ich es richtig verstanden hab, wird zwar Ticilimumab nicht von Medarex (im Gegensatz zu Ipilimumab IgG1) entwickelt. Sie erhalten bei Erfolg aber trotzdem ein großes Stück an Royalities.
Grüsse
Lycos
Erstmal Danke für deine ständigen Infos zu Medarex.
Versteh ich das jetzt richtig, dass Medarex 15 % Royalities von PFE erhählt, da sie das Patent auf dieses Target besitzen?
Ich hab immer vergeblich das 7. Projekt in der PIII auf der Medarex HP gesucht. Wenn ich es richtig verstanden hab, wird zwar Ticilimumab nicht von Medarex (im Gegensatz zu Ipilimumab IgG1) entwickelt. Sie erhalten bei Erfolg aber trotzdem ein großes Stück an Royalities.
Grüsse
Lycos
Antwort auf Beitrag Nr.: 29.538.346 von Lycos2 am 30.05.07 12:50:21Hi Lycos, die genauen Royalty-Angaben habe ich nirgends gefunden, der eine sagt 17-22% und ist sich recht sicher, der andere 12%, der nächste 15%. Medarex selbst hat m.E. bisher nur double digits verlauten lassen.
Du hast es richtig verstanden, MEDX hat derzeit 6 Mabs in Phase III und zusätzlich ist sie an einem Mab der Konkurrenz, der auch in Phase III ist (Pfizer/Abgenix) mit Anteilen von zweistelligen %en an Royalties. Deswegen, weil sie Pfizer das Target nicht exklusiv auslizensiert haben und zwar CTLA-4 / IgG2. Ipilimumab selbst geht auf CTLA-4 /IgG1. IgG1 soll angeblich das bessere Target sein. Zudem unterscheidet sich der Pfizer Antikörper in der Verabreichung. Während Ipilimumab wöchentlich verabreicht wird, verabreicht Pfizer Ticilimumab nur alle 3-4 Wochen.
Das Wirkprinzip von beiden ist ähnlich, beide blocken die Hemmung der T-Zellen und aktivieren somit das Immunsystem über das übliche Mass hinaus, damit der Krebs bekämpft wird. Und beide scheinen wirksam zu sein, was Erfolge in Phase II betrifft. Engültige Phase III Ergebnisse stehen aber noch aus. Erwartet werden sie für Mitte bis Ende 2007 bei Ipilimumab.
Man merkt es in der Aktie, dass sich einige jetzt in Position bringen.
Ich bin mal so frech und stelle eine aktuelle Chartanalyse und Meinung eines Users aus IV hier rein:
------------------------------------------------------
By: xzorro123 Send PM Profile Ignore Recommend Add To Favorites
Fairly promising chart...
Recently the MEDX s.p. has broken out of multi-year consolidation.
Instead of making a pullback by taking profits we notice good volume over the last days.
There is horizontal support @ 15.8- 15.9.
Apparently the institutionals are buying.
We may assume that these institutionals have done their homework.
So, it could well be that the s.p. is now making a sort of flag as a prelude for continuing the upswing.
Maybe the investors are awaiting positive feedback from the ASCO meeting. Let us wait and see...
"I have great expectations, Mr Pip..."
DYODD
Du hast es richtig verstanden, MEDX hat derzeit 6 Mabs in Phase III und zusätzlich ist sie an einem Mab der Konkurrenz, der auch in Phase III ist (Pfizer/Abgenix) mit Anteilen von zweistelligen %en an Royalties. Deswegen, weil sie Pfizer das Target nicht exklusiv auslizensiert haben und zwar CTLA-4 / IgG2. Ipilimumab selbst geht auf CTLA-4 /IgG1. IgG1 soll angeblich das bessere Target sein. Zudem unterscheidet sich der Pfizer Antikörper in der Verabreichung. Während Ipilimumab wöchentlich verabreicht wird, verabreicht Pfizer Ticilimumab nur alle 3-4 Wochen.
Das Wirkprinzip von beiden ist ähnlich, beide blocken die Hemmung der T-Zellen und aktivieren somit das Immunsystem über das übliche Mass hinaus, damit der Krebs bekämpft wird. Und beide scheinen wirksam zu sein, was Erfolge in Phase II betrifft. Engültige Phase III Ergebnisse stehen aber noch aus. Erwartet werden sie für Mitte bis Ende 2007 bei Ipilimumab.
Man merkt es in der Aktie, dass sich einige jetzt in Position bringen.
Ich bin mal so frech und stelle eine aktuelle Chartanalyse und Meinung eines Users aus IV hier rein:
------------------------------------------------------
By: xzorro123 Send PM Profile Ignore Recommend Add To Favorites
Fairly promising chart...
Recently the MEDX s.p. has broken out of multi-year consolidation.
Instead of making a pullback by taking profits we notice good volume over the last days.
There is horizontal support @ 15.8- 15.9.
Apparently the institutionals are buying.
We may assume that these institutionals have done their homework.
So, it could well be that the s.p. is now making a sort of flag as a prelude for continuing the upswing.
Maybe the investors are awaiting positive feedback from the ASCO meeting. Let us wait and see...
"I have great expectations, Mr Pip..."
DYODD
http://www.thestreet.com/_tscs/newsanalysis/biotech/10359423…
-----------------
Medarex (MEDX - Cramer's Take - Stockpickr - Rating) and Bristol-Myers Squibb
A couple of posters airing phase II data on MDX-010, or ipilimumab, in melanoma patients.
Pfizer
A poster detailing phase II results of CP-675,206, the company's anti-CTLA4 monoclonal antibody for melanoma. Data, if positive, would also help Medarex.
-----------------
Medarex (MEDX - Cramer's Take - Stockpickr - Rating) and Bristol-Myers Squibb
A couple of posters airing phase II data on MDX-010, or ipilimumab, in melanoma patients.
Pfizer
A poster detailing phase II results of CP-675,206, the company's anti-CTLA4 monoclonal antibody for melanoma. Data, if positive, would also help Medarex.
Möglich, dass jetzt mit ASCO erst mal Gewinnmitnahmen einsetzen. So weit ich mich erinnere wurden für Ticilimumab Phase III Daten erwartet (war von vornherein unrealistisch, da Pfizer ungefähr ein Jahr hinter Ipilimumab sein dürfte), so wie es aussieht berichtet Pfizer aber über Phase II (follow up) Daten.
Mal sehen, wie es kursmässig weitergeht. Wichtigstes Event werden die Phase III Daten für Ipilimimab sein und der mögliche BLA in Q1 2008. Sollte Medarex bis dahin noch unabhängig sein halte ich Kurse größer 30 Dollar für machbar (Verdopplung), im Idealfall bis Mitte 2008 sogar einen Drei-Bagger.
Ich bleibe auf jeden Fall drin, auch wenn es nochmal einen Dip geben sollte.
Mal sehen, wie es kursmässig weitergeht. Wichtigstes Event werden die Phase III Daten für Ipilimimab sein und der mögliche BLA in Q1 2008. Sollte Medarex bis dahin noch unabhängig sein halte ich Kurse größer 30 Dollar für machbar (Verdopplung), im Idealfall bis Mitte 2008 sogar einen Drei-Bagger.
Ich bleibe auf jeden Fall drin, auch wenn es nochmal einen Dip geben sollte.
Sunday, June 3th. Pfizer will talk about its CP-675,206.
Tuesday, June 5th. MEDX $ BMS will talk about MDX-010.
Tuesday, June 5th. MEDX $ BMS will talk about MDX-010.
Ich habe eben auch geglaubt, dass schon die Daten der PhaseIII präsentiert werden. (So genau hab ich es nicht verfolgt, dass Tici rund 1 Jahr Rückstand hat)
Wie ich aber in einem deiner Links nachlesen konnte, werden PhaseII Daten berichtet.
Spannend wirds während und nach der ASCO allemal.
Dafür gibts aber eine weitere Koopertation mit einem Japaner
Zwar bei der Fülle von Partnern ein No-Event bei Medarex .
Medarex Announces Collaborative Research Agreement with Mitsubishi Pharma
PRINCETON, N.J., May 31 /PRNewswire-FirstCall/ -- Medarex, Inc.
(Nasdaq: MEDX) today announced a collaborative research agreement with
Mitsubishi Pharma Corporation, a subsidiary of Mitsubishi Chemical Holdings
Corporation. The two companies expect to generate and evaluate fully human
monoclonal antibodies against a Mitsubishi target for the potential treatment
of autoimmune diseases. The companies plan to use Medarex\'s UltiMAb Human
Antibody Development System(R) to generate antibodies for research and
possible development.
Under the terms of the agreement, Medarex and Mitsubishi Pharma will share
research responsibilities for any antibodies generated through the
collaboration. Other terms of the agreement were not disclosed.
\"We are very much pleased to work with Medarex,\" said Dr. Tohru Nakajima,
Executive Officer/Division Manager of the Pharmaceutical Research Division for
Mitsubishi Pharma. \"We will gain access to excellent expertise that provides
us with the potential advancement of novel therapeutics for autoimmune
diseases.\"
\"We are pleased to have this opportunity to partner with Mitsubishi Pharma
Corporation and its research team and to work together to potentially discover
new antibody therapeutics,\" said Irwin Lerner, Interim President and CEO of
Medarex.
Wie ich aber in einem deiner Links nachlesen konnte, werden PhaseII Daten berichtet.
Spannend wirds während und nach der ASCO allemal.
Dafür gibts aber eine weitere Koopertation mit einem Japaner
Zwar bei der Fülle von Partnern ein No-Event bei Medarex
. Medarex Announces Collaborative Research Agreement with Mitsubishi Pharma
PRINCETON, N.J., May 31 /PRNewswire-FirstCall/ -- Medarex, Inc.
(Nasdaq: MEDX) today announced a collaborative research agreement with
Mitsubishi Pharma Corporation, a subsidiary of Mitsubishi Chemical Holdings
Corporation. The two companies expect to generate and evaluate fully human
monoclonal antibodies against a Mitsubishi target for the potential treatment
of autoimmune diseases. The companies plan to use Medarex\'s UltiMAb Human
Antibody Development System(R) to generate antibodies for research and
possible development.
Under the terms of the agreement, Medarex and Mitsubishi Pharma will share
research responsibilities for any antibodies generated through the
collaboration. Other terms of the agreement were not disclosed.
\"We are very much pleased to work with Medarex,\" said Dr. Tohru Nakajima,
Executive Officer/Division Manager of the Pharmaceutical Research Division for
Mitsubishi Pharma. \"We will gain access to excellent expertise that provides
us with the potential advancement of novel therapeutics for autoimmune
diseases.\"
\"We are pleased to have this opportunity to partner with Mitsubishi Pharma
Corporation and its research team and to work together to potentially discover
new antibody therapeutics,\" said Irwin Lerner, Interim President and CEO of
Medarex.
hier die pfizer-pm zu CP-675,206
http://biz.yahoo.com/bw/070603/20070603005052.html?.v=1
intuitive interpretation: nicht überragend, aber ok. und die große chance für MDX-010 mit besserem nebenwirkungsprofil?
http://biz.yahoo.com/bw/070603/20070603005052.html?.v=1
intuitive interpretation: nicht überragend, aber ok. und die große chance für MDX-010 mit besserem nebenwirkungsprofil?
Antwort auf Beitrag Nr.: 29.549.886 von Ville7 am 31.05.07 08:00:04Wie erwartet hält der ASCO Run nicht ewig. Pfizer hat Phase II Daten präsentiert, die keinen vom Hocker rissen. MDX-10 scheint besser. Eigentlich gut für MEDX sollte MDX-10 wirksam(er) sein.
Aber jetzt erst mal Abverkauf/Short-/Stopp Loss-Time.
Aber jetzt erst mal Abverkauf/Short-/Stopp Loss-Time.
Antwort auf Beitrag Nr.: 29.631.261 von Ville7 am 04.06.07 16:10:45aber deshalb gleich -10%?
Nunja, diese Daten gabs auch zu Ticilimumab und die sind nicht gut:
Abstract No: 3035
Citation: Journal of Clinical Oncology, 2007 ASCO Annual Meeting Proceedings Part I. Vol 25, No. 18S (June 20 Supplement), 2007: 3035
Author(s): K. Y. Chung, I. Gore, L. Fong, A. Venook, P. Dorazio, D. Healey, D. Pavlov, L. B. Saltz
Abstract: Background: The antitumor activity of antibodies to cytotoxic T lymphocyte-associated antigen 4 (CTLA4) has been demonstrated in a variety of murine tumor models, including rejection of established tumors and secondary exposure to tumor cells. This suggests that blockade of the inhibitory effects of CTLA4 can promote effective antitumor immune responses. CP-675,206 has also been shown to induce durable tumor responses in patients (pts) with metastatic melanoma in phase 1 and phase 2 clinical studies. The purpose of this study was to assess safety and efficacy of CTLA4 blockade with the fully human mAb CP-675,206 as single-agent therapy in pts with relapsed/ refractory colorectal cancer. Methods: A single-arm, multicenter, phase II trial of CP-675,206 was conducted in pts with measurable adenocarcinoma of the colon or rectum failing standard treatments and with an ECOG performance status of 0 or 1. Patients received 15 mg/kg Q90 days via IV infusion until disease progression. The primary objective was response rate by RECIST criteria. Secondary objectives included safety, duration of response, progression-free survival, and overall survival. Results: A total of 47 pts who received a median of 4 previous therapies (range, 1 to 9) were treated, and 46 experienced disease progression or death because of disease before reaching the planned second dose at 3 months. Grade 3 or 4 adverse events attributed to study drug were limited to diarrhea (n = 3, 6.4%) and idiopathic thrombocytopenia purpura (n = 1, 2.1%). Four pts (8.5%) had grade 2 diarrhea. Four pts received steroids and 2 received infliximab. One patient was removed for toxicity (diarrhea in the setting of what appeared to be treatment-related ulcerative colitis that was responsive to steroids). One patient (2%; 95% CI = 0%, 11%) had a stable ovarian mass and a substantial regression in an adrenal mass. This patient is continuing on study and has received a second dose. Conclusions: In heavily pretreated pts with colorectal cancer and good performance status, CP- 675,206 was tolerable. However, in this setting, CP-675,206 at 15 mg/kg did not demonstrate substantial single-agent activity.
------------
Pfizer hat ein ziemlich komisches Dosierungsschema von einmal in 90 Tagen. Das hatte neulich MEDX angemerkt.
10% Abschlag aber sind nicht gerechtfertigt. Sollte MDX-010 wirksam sein und Ticilimumab nicht würde dies sogar positiv für MEDX sein unter der Annahme, dass beide Produkte zueinander Konkurrenz wären und unter dem Wissen, dass MEDX für MDX-010 mehr Royalties erhält.
Abstract No: 3035
Citation: Journal of Clinical Oncology, 2007 ASCO Annual Meeting Proceedings Part I. Vol 25, No. 18S (June 20 Supplement), 2007: 3035
Author(s): K. Y. Chung, I. Gore, L. Fong, A. Venook, P. Dorazio, D. Healey, D. Pavlov, L. B. Saltz
Abstract: Background: The antitumor activity of antibodies to cytotoxic T lymphocyte-associated antigen 4 (CTLA4) has been demonstrated in a variety of murine tumor models, including rejection of established tumors and secondary exposure to tumor cells. This suggests that blockade of the inhibitory effects of CTLA4 can promote effective antitumor immune responses. CP-675,206 has also been shown to induce durable tumor responses in patients (pts) with metastatic melanoma in phase 1 and phase 2 clinical studies. The purpose of this study was to assess safety and efficacy of CTLA4 blockade with the fully human mAb CP-675,206 as single-agent therapy in pts with relapsed/ refractory colorectal cancer. Methods: A single-arm, multicenter, phase II trial of CP-675,206 was conducted in pts with measurable adenocarcinoma of the colon or rectum failing standard treatments and with an ECOG performance status of 0 or 1. Patients received 15 mg/kg Q90 days via IV infusion until disease progression. The primary objective was response rate by RECIST criteria. Secondary objectives included safety, duration of response, progression-free survival, and overall survival. Results: A total of 47 pts who received a median of 4 previous therapies (range, 1 to 9) were treated, and 46 experienced disease progression or death because of disease before reaching the planned second dose at 3 months. Grade 3 or 4 adverse events attributed to study drug were limited to diarrhea (n = 3, 6.4%) and idiopathic thrombocytopenia purpura (n = 1, 2.1%). Four pts (8.5%) had grade 2 diarrhea. Four pts received steroids and 2 received infliximab. One patient was removed for toxicity (diarrhea in the setting of what appeared to be treatment-related ulcerative colitis that was responsive to steroids). One patient (2%; 95% CI = 0%, 11%) had a stable ovarian mass and a substantial regression in an adrenal mass. This patient is continuing on study and has received a second dose. Conclusions: In heavily pretreated pts with colorectal cancer and good performance status, CP- 675,206 was tolerable. However, in this setting, CP-675,206 at 15 mg/kg did not demonstrate substantial single-agent activity.
------------
Pfizer hat ein ziemlich komisches Dosierungsschema von einmal in 90 Tagen. Das hatte neulich MEDX angemerkt.
10% Abschlag aber sind nicht gerechtfertigt. Sollte MDX-010 wirksam sein und Ticilimumab nicht würde dies sogar positiv für MEDX sein unter der Annahme, dass beide Produkte zueinander Konkurrenz wären und unter dem Wissen, dass MEDX für MDX-010 mehr Royalties erhält.
- 10% , gerechtfertigt oder nicht, wenn der markt meint, es muss sos ein, dann gehts in den nächsten tagen nochmals 10% runter, was schade wäre, es sah chartmäßig so super aus
ansonsten gehts heute wieder rauf und der kleine Sturm hat die zittrigen Hände rausgespült.
Uwe
ansonsten gehts heute wieder rauf und der kleine Sturm hat die zittrigen Hände rausgespült.
Uwe
Antwort auf Beitrag Nr.: 29.354.794 von eck64 am 17.05.07 11:16:50Ich schrieb:
#2966 von eck64 17.05.07 11:16:50
Kurzfristig stark überkauft zum 3. Anlauf an den langfristigen Widerstand hin. Das klappt nicht sofort.
Aber Juni ist ja auch noch ein Monat.
xxxxxxxxxxxxxxxx
chart unverändert, nur aktualisiert:
[URL
]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2154395[/URL]
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2154395[/URL]
#2966 von eck64 17.05.07 11:16:50
Kurzfristig stark überkauft zum 3. Anlauf an den langfristigen Widerstand hin. Das klappt nicht sofort.
Aber Juni ist ja auch noch ein Monat.
xxxxxxxxxxxxxxxx
chart unverändert, nur aktualisiert:
[URL
[URLChart öffnen]http://www.tradesignalonline.com/content.asp?p=wpa/tsb/default.asp&fcid=2154395[/URL]
Wolltet ihr nicht einen ASCO-MDX-010 Event abfeiern
Watn nu
Watn nu
Antwort auf Beitrag Nr.: 29.682.944 von Friseuse am 07.06.07 12:53:08Es gab gute Follow Up Ergebnisse zu PII MDX-010 Melanoma. Es gibt übermässig viele überlebende Responder 5 Jahre nach Behandlungsbeginn!! Und das bei einer Indikation mit Lebenserwartung 7-10 Monate.
MEDX wird m.E. der Highflyer auf Sicht ein Jahr. BLA für MDX-010 in Q1 2008!
MEDX wird m.E. der Highflyer auf Sicht ein Jahr. BLA für MDX-010 in Q1 2008!
Standard & Poors' June 6th Comments listed as "Investment Rationale":
"We think MEDX has one of the most robust pipelines in the industry, and investors should focus on MEDX's 34 compounds (six in Phase 111, including those of its partners) in development. We think MEDX's partnerships with over 50 companies will help mitigate risks and significantly increase the chances of a product commercialization. We see good pipeline progress, and we expect data from various clinical trials throughout 2007. We also expect additional IND filings over the next 12 months. We see a biologic license application(BLA)filing FOR MDX-010 as a monotherapy for metastatic melanoma in late 2007, and a BLA filing in late 2008 for use in combination with dacarbazine." Standard & Poors sees MEDX as a 'buy'.
"We think MEDX has one of the most robust pipelines in the industry, and investors should focus on MEDX's 34 compounds (six in Phase 111, including those of its partners) in development. We think MEDX's partnerships with over 50 companies will help mitigate risks and significantly increase the chances of a product commercialization. We see good pipeline progress, and we expect data from various clinical trials throughout 2007. We also expect additional IND filings over the next 12 months. We see a biologic license application(BLA)filing FOR MDX-010 as a monotherapy for metastatic melanoma in late 2007, and a BLA filing in late 2008 for use in combination with dacarbazine." Standard & Poors sees MEDX as a 'buy'.
Antwort auf Beitrag Nr.: 29.745.912 von Ville7 am 09.06.07 07:31:59Hallöle! Kein Mensch mehr da??? Heute wieder eingestiegen, hätte nicht gedacht das Teil nochmal so billig zu bekommen...
Antwort auf Beitrag Nr.: 30.332.071 von mountainbiker am 26.06.07 19:17:08Long and strong und wartend.
Ab Q3 2007 beginnt das Jahr des potentiellen MEDX Anstieges. MEDX-010 Ergbnisse in ein paar Monaten verfügbar.
Sag mal Mountainbiker, du steigst immer nur ein. Biste auch mal ausgestiegen?
Ab Q3 2007 beginnt das Jahr des potentiellen MEDX Anstieges. MEDX-010 Ergbnisse in ein paar Monaten verfügbar.
Sag mal Mountainbiker, du steigst immer nur ein. Biste auch mal ausgestiegen?
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