BB Biotech mit fast 13 % Diskont!! (Seite 334)

[BBBio]

Dank IDPH jetzt wieder mit 20% Diskont nach neulich nur 17%.

[Neemann]

Über 40 Schlusskurs Das Papier ist herrlich berechenbar.

[BBBio]

Das flutschte ja wieder prima!

[Neemann]

Idec im Augenblick mit +9%, und freilich ziehts den ganzen Sektor ein klein wenig mit

[BBBio]

>irgendwie ist die Aktie für kleine Trades hervorragend "träge".

In der Tat. Habe diesen Effekt eben auch wieder ausgenutzt und zugelangt.

[Neemann]

OK, gucken wir mal morgen, wie sich BB entwickelt - irgendwie ist die Aktie für kleine Trades hervorragend "träge". Noch im Minus, obwohl die nachbörslichen Kurse ibs. von IDPH deutlich zulegen konnten. Wenn es obendrein ein guter Tag im gesamtmarkt werden sollte, gehts bis morgen wieder deutlich über die 40

[Neemann]

Auch genentech übertrifft Erwartungen, bei beiden vor allem aufgrund des stärker als erwarteten Rituxan-Wachstums. Zudem hat Genentech die Wachstumsplanung für 2003 auf 20% gesetzt - 16% waren Konsensschätzungen (und zwar auf niedrigerer Basis als letztlich in 02 erreicht wurde!).

BB Bio ist stark in IDEc und ein wenig in genentech investiert - die Nachrichtenlage der BBB-Beteiligungen bleibt stark.

[Neemann]

Konsensschätzungen um satte 4 Cents in Q4 geschlagen - Aktie nachbörslich 6% im Plus.


IDEC Pharmaceuticals Announces Net U.S. Rituxan Sales for 2002: $318.2 Million in Fourth
Quarter and $1.08 Billion for the Full Year


WEDNESDAY, JANUARY 15, 2003 4:00 PM
- BusinessWire

SAN DIEGO, Jan 15, 2003 (BUSINESS WIRE) -- IDEC Pharmaceuticals Corporation (IDPH) today announced a
preliminary net income estimate of approximately $0.26 per share on a diluted basis for the fourth quarter of 2002 and
$0.85 per share on a diluted basis for the full year 2002.

Net income for the three months ended December 31, 2002 was achieved through the combination of U.S. net sales
of Rituxan(R) (rituximab), which IDEC copromotes in the U.S. with Genentech, Inc., totaling $318.2 million and U.S.
net sales of Zevalin(R) (ibritumomab tiuxetan), which IDEC markets alone in the U.S., totaling $5.5 million. Sales of
Zevalin during the quarter were affected by a one week unavailability of yttrium supplies, due to a planned semi-annual
preventative maintenance shutdown by MDS Nordion, exclusive yttrium chloride supplier for the Zevalin regimen.

Total U.S. net sales of Rituxan for 2002 were $1.08 billion, compared to $779 million for 2001, an increase of 39
percent from the prior year. For 2002, total U.S. net sales of Zevalin, which was launched in April 2002, were $13.7
million.

Worldwide net sales of Rituxan totaling $346.6 million as reported by Genentech in the fourth quarter of 2002,
included $28.4 million of ex-US sales to its partners F. Hoffmann-La Roche Ltd. and Zenyaku Kogyo Co. Ltd. of
Japan. IDEC`s royalty revenue on sales of Rituximab outside the U.S. is based on Roche`s and Zenyaku`s end-user
sales and is booked with a one-quarter lag. IDEC will recognize, during the fourth quarter of 2002, $13.5 million in
royalties from Roche`s and Zenyaku`s end-user sales during the third quarter.

IDEC`s full financial results for the fourth quarter and fiscal year 2002 are expected to be released on January 30,
2003, after the close of market. Following the release, IDEC will host a live webcast of a discussion by IDEC
management between 1:30 p.m. and 2:30 p.m. PST. The webcast will be accessible through IDEC`s website at
www.idecpharm.com and will be archived for 10 business days.

Beginning with the financial results for first quarter 2003, IDEC will no longer issue quarterly "flash" financial releases
(such as the current release) reporting U.S. net sales of products and an estimate of earnings per share. Future
quarterly and annual financial results, including reports of U.S. net sales of IDEC`s products, will be released
approximately one to two weeks following the report of Rituxan sales by Genentech. Rituxan was discovered by IDEC
and is copromoted in the United States by IDEC and Genentech. Rituxan is jointly developed by IDEC, Genentech
Inc., F. Hoffmann-La Roche Ltd. of Switzerland and Zenyaku Kogyo Co. Ltd. of Japan. Roche has marketing rights to
Rituximab outside of the United States, and copromotes Rituxan in Japan with Zenyaku Kogyo.

IDEC Pharmaceuticals Corporation is a leader in the discovery, development, and commercialization of targeted
immunotherapies for the treatment of cancer and autoimmune diseases. IDEC discovered and developed the first
commercially available radioimmunotherapy product (Zevalin) approved in the United States, which is used to treat
certain non-Hodgkin`s lymphomas. IDEC also discovered, and with co-promotion partner Genentech, Inc., developed
the first monoclonal antibody product (Rituxan) approved in the United States for the treatment of cancer. Rituxan is
approved in over 70 countries worldwide and is also used to treat various types of non-Hodgkin`s lymphomas. IDEC is
a San Diego based, integrated biopharmaceutical company with multiple products in clinical stage development and
strategic alliances involving a variety of research platforms.

For a menu of IDEC`s current news releases and quarterly reports or to retrieve a specific release, call [phone].
On the Internet check the News Center at IDEC`s website: http://www.idecpharm.com.

The statements made in this press release contain certain forward-looking statements that involve a number of risks
and uncertainties. Actual events or results may differ from IDEC`s expectations. For example, the timing, success
and cost of preclinical research and clinical studies, the timing, acceptability and review periods for regulatory filings,
the timing of and ability to obtain regulatory approval of products, the achievement of future product sales, the level of
manufacturing performance and the risk factors listed from time to time in IDEC`s SEC filings including but not limited
to its Annual Report on Form 10-K for the year ended December 31, 2001 and Form 10-Q for the quarter ended
September 30, 2002, may affect the actual results achieved by IDEC. These forward-looking statements represent the
company`s judgment as of the date of this release. The company disclaims, however, any intent or obligation to
update these forward-looking statements.

[BBBio]

Gefährliche Keile bilden sich bei Amgen und NBI (seit Juli).
Auch sonst sehe ich bei BB Biotech kein allzu hohes Potenzial.
Der Diskont beträgt allerdings wieder satte 19%.

[BBBio]

Einladung zur Unternehmenspräsentation

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