Celgene-auf diesem niveau ein kauf? - 500 Beiträge pro Seite

[bigguru]

Celgene ist mitlerweile nur noch mit knapp 1milliarde Euro bewertet bei einem angenommenen ergebnis pro aktie von 33 cent macht das ein kgv von 40!eine der wenigen bios die schon gewinne machen!mich stört nur das der chart so aussieht als ob sie noch bis 10 fällt,jedoch steigt sie sofort überproportional wenn der markt steigt und fällt im gegensatz zum gesamtmarkt nur wenig!
wie ist eure meinung?

gruß

[didiprotein]

@bigguru
Hallo!Bei CELGENE ist es wohl mit IDEC,ENZON,CEPHALON,GILEAD und GENZYME!Alle Werte machen schon Gewinn und sind z.B,wie ENZON oder GENZYME mit einem KGV für 2003 von um die 10 bewertet,einfach lachhaft für ein Biotechunternehmen.Alles Aktien die auf längere Sicht meiner Meinung nach jetzt schon ein Kauf sind.Bei der jetzigen Marktstimmung kann leider keiner sagen wie weit die Übertreibung nach unten noch geht,so daß man alle Werte eventuell noch ein bißchen billiger bekommen kann.Ich könnte mir gut vorstellen daß wir heute in den USA bei den Bios sehr schwach eröffnen und im Laufe des Tages eine Erholung sehen werden.Sollte es so kommen würde ich heute erste Positionen aufbauen!!
gruß didiprotein

[bigguru]

schleierhaft ist mir sowieso wie eine enzo so stark fallen konnte!ich denke ich werde vielleicht heute bei schwacher eröffnung einfach mal zuschlagen!ich sehe celgene als übernahmekandidaten bei der mkpt!leider kann ich nirgendswo infos zu deren cashsituation finden!

gruß

[didiprotein]

Hallo!Ich sehe CELGENE genau wie ENZON auch als einen Übernahmekandidaten.Zum Bargeldbestand von CELGENE habe ich hier nur den Stand vom März 2002,da betrug er 348 Millionen Euro!!!Bei ENZON waren es zum gleichen Zeitpunkt 451 Millionen Euro.Sehr intressant finde ich auch CV Therapeutics,dürften auf diesem Niveau auch ein ganz heißer Übernahmekandidat sein!!!
gruß didiprotein

[skaya]

@bigguru
hi, neben der bescheidenen Situatuin bei den Bios, ist das nachfolgende vielleicht auch ein Grund, warum ENZON so stark gefallen ist.

31.05.2002
Enzon "strong buy"
SG Cowen
Rating-Update:
Die Analysten vom Investmenthaus SG Cowen stufen die Aktie von Enzon (WKN 873997) unverändert mit "strong buy" ein. Die Telefonkonferenz habe gemischte Eindrücke hinterlassen. Zum einen sei von einem besser als erwarteten Sicherheitsprofil von PEG Intron berichtet worden. Zum anderen entwickele sich die Nachfrage aber nicht so stark wie geschätzt.

Die Anleger haben vielleicht Angst, dass die Zahlen nicht so gut ausfallen könnten (siehe letzter Satz des Ratings).

Grüße
Skaya

[honorar]

Na endlich einmal ein Ausverkauf und die starke Rückkehr in den grünen Bereich.
Morgen wird celgene vor Börseneröffnung die Zahlen für das 2. Quartal bringen, dann geht es hoffentlich starkt in Richtung Norden.

[js200]

company news

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CELG - Celgene Corporation (NASDAQ NM : CELG)

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Celgene advances first JNK inhibitor into phase I clinical trial



TUESDAY , OCTOBER 22, 2002 06:11 AM

Oct 21, 2002 (Datamonitor via COMTEX) -- Celgene Corporation has advanced its lead JNK inhibitor, CC-401, into clinical testing. Following the completion of this phase I trial, Celgene will evaluate CC-401 as a potential therapy of acute immunological indications.

The recently initiated phase I, double-blind, placebo-controlled, ascending single intravenous dose study is evaluating the safety and tolerability of CC-401 in healthy human volunteers.

"The initiation of this phase I trial of CC-401 represents the first step in our broad development program for our class of JNK inhibitors," said Dr Jerome B Zeldis, chief medical officer of Celgene Corporation, in a media release.

"We are committed to realizing the full potential of this promising class of agents and, upon analysis of the data from this trial, we look forward to initiating efficacy trials."

The JNK (c-Jun N-terminal Kinase) gene regulation pathway has been shown to play an essential role in the onset and progression of a variety of important human diseases that involve inflammation, cell death, ischemia/reperfusion injury and cellular proliferation.

Over-activation of the JNK pathway increases expression of a broad set of genes, including tumor necrosis factor-alpha, interleukin-2 and gamma interferon, which are believed to be important mechanisms in autoimmune, inflammatory, cardiovascular and neurological diseases as well as cancer.



URL: http://www.datamonitor.com
Republication or redistribution, including by framing or similar means,
is expressly prohibited without prior written consent. Datamonitor shall not be liable for errors or delays in the content, or for any actions taken in reliance thereon


Copyright (C) 2002 Datamonitor. All rights reserved


-0-


KEYWORD: United States
SUBJECT CODE: Healthcare biotechnology
Healthcare R&D
Celgene Corporation

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[js200]

10/22/2002 (06:11 ET) Celgene advances first JNK inhibitor into phase I clinical trial - Datamonitor
10/21/2002 (09:07 ET) PREMARKET: Celgene Moves CC-401 Into Phase 1 - Knobias
10/21/2002 (07:47 ET) Celgene Corporation Advances First JNK Inhibitor Into Phase I Clinical Trial - PR Newswire
10/16/2002 (16:30 ET) Celgene Corporation Will Announce Third Quarter Financial Results on October 24, 2002 - Business Wire
10/08/2002 (13:23 ET) CELG to Present at UBS Warburg Conference Today - Knobias


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[js200]

Wells Fargo Securities, LLC (SYNP, VWKS, ANDW, CELG, CTIC)
22 Oct 2002, 09:04am ET
E-mail or Print this story
- - - - -
SYNP: reit` buy - decreasing TGT to $5.60 from $9; Company sees continued economic weakness, reduces workforce by 6%, and pushes expectations out another year.u Company guides downward for revenues of $12 million and a pro forma loss of $0.03 for Q4 versus our estimates of $13.1 million and $0.01, respectively.
VWKS: reit` buy - TGT$11; We believe that sales of Emergency Medical solutions to Siemens are tracking well in 3Q02.u We believe that Siemens is reaffirming its leadership in the mid-size hospital market based on well-received new product introductions.

ANDW: reit` sell - Andrew Corporation reported better-than-expected revenue and EPS results of $271.8 million and $0.07, respectively, versus our expectations of $255.0 million and $0.03. The company reported revenue from its power amplifier division of $70.0 million, which exceeded our estimate of $55.0 million.

CELG: riet` buy - TGT$26; Based on the IMS Health Prescription data, we are comfortable with our current estimates for THALOMID revenues of $30.4 million and revenues from the Ritalin franchise of $3.8 million. CTIC: reit` buy - TGT$16; Our current estimates are for $3.7 million in Trisenox revenues. Importantly, Cell Therapeutics` Q3 revenues will represent a break out in quarterly Trisenox revenues. We have previously stated that we viewed Trisenox as the "sleeper" part of the Cell Therapeutics story, and we believe that the sequential revenue growth that we are beginning to witness could cause investors to ascribe more value to the Trisenox franchise.

Click below to read more about subscribing to the full JAGnotes product.

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[js200]

company news

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CELG - Celgene Corporation (NASDAQ NM : CELG)

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CLOSER(+): Upward Close ADVP, CELG, NWAC, CBRL, HELE



WEDNESDAY, OCTOBER 23, 2002 07:45 AM

In the last 90 minutes of trading yesterday, these five stocks began trading on an upward trend with strong closing volume.

Late Volume 80.03% Closed: +2.66% ***AdvancePCS,Incorporated (NasdaqNM: ADVP)
--------------------[David D. Halbert, chairman and chief executive officer of AdvancePCS (Nasdaq: ADVP), will present to attendees of the Salomon Smith Barney 2002 Global Health Care Conference at The Plaza Hotel in New York City on Wednesday, Oct. 30, 2002]

Late Volume 78.99% Closed: +4.00% ***Celgene Corporation (NasdaqNM: CELG)
--------------------[Celgene Corporation has advanced its lead JNK inhibitor, CC-401, into clinical testing. Following the completion of this phase I trial, Celgene will evaluate CC-401 as a potential therapy of acute immunological indications.]

Late Volume 78.51% Closed: +5.82% ***Northwest Airlines Corporation (NasdaqNM: NWAC)
--------------------[upgraded from hold to buy at Deutsche Bank]

Late Volume 78.06% Closed: +2.15% ***CBRL Group, Inc. (NasdaqNM: CBRL)
--------------------[RBC Capital Keeps CBRL @ Outperform; $37 TP]

Late Volume 78.03% Closed: +5.23% ***Helen of Troy Limited (NasdaqNM: HELE)
--------------------[announced it has been named to Forbes Magazine`s annual list of the 200 Best Small Companies in America]


Each afternoon between 2:30 ET and 4:00 ET, Knobias will report on selected over-the-counter stocks that exhibited strong volume and price movement during the last 90 minutes of trading. Each of these alerts will contain a maximum of five OTC stocks and are released pre-market on the following trading day.

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[js200]

company news

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CELG - Celgene Corporation (NASDAQ NM : CELG)

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Celgene Corporation Announces Third Quarter Results

THALOMID(R) Revenue Increases 41% to $30.5 Million Pivotal Programs for THALOMID and REVIMID(TM) Finalized Peer-Reviewed Publications of THALOMID and REVIMID Data First JNK Inhibitor Advanced to Phase I Clinical Trial

THURSDAY , OCTOBER 24, 2002 07:31 AM

WARREN, N.J., Oct 24, 2002 /PRNewswire-FirstCall via COMTEX/ -- Celgene Corporation (Nasdaq: CELG) announced today that THALOMID(R) (thalidomide) sales increased 41 percent for the quarter ended September 30, 2002 to $30.5 million from $21.7 million in the third quarter of 2001. Total revenue for the third quarter rose 31 percent to $34.3 million from $26.2 million in the same quarter of last year. Celgene posted a net loss of $1.04 million or $0.01 a share compared to a net loss for the prior-year quarter of $6.3 million or $0.08 per share.

THALOMID sales for the nine-month period ended September 30, 2002 grew 48 percent to $85.1 million compared to $57.4 million in 2001. Total revenue for the first three quarters of 2002 increased 36 percent to a record $98.6 million compared to $72.5 million for the same period in 2001. Celgene recorded a net loss for the first nine months of $3.6 million or $0.05 per share compared to a net loss of $8.6 million or $0.12 per share for the same period of 2001.

Celgene continued to expand its research and development programs, increasing R&D expenditures by 12 percent to $20.5 million in the third quarter compared to the same period last year and by seven percent over last quarter.

"This quarter we achieved several major commercial, regulatory and clinical objectives including significantly increasing THALOMID sales, finalizing the design of our four pivotal programs for THALOMID and REVIMID with the FDA, and advancing the first JNK inhibitor into clinical testing," said John W. Jackson, Chairman and Chief Executive Officer of Celgene Corporation. "We look forward to announcing additional milestones in the fourth quarter such as the publication of THALOMID and REVIMID data in peer- reviewed journals, the presentation of data on THALOMID, REVIMID and ACTIMID at upcoming medical meetings, and the further advancement of our extensive product pipeline."


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[kosto1929]

24.10. 13:44
Celgene - Quartalszahlen
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Celgene meldet für das abgelaufene dritte Quartal einen Nettoverlust von $1.04 Millionen oder 1 cent je Aktie, was innerhalb der Erwartungen lag. Der Verlust im Vorjahr lag bei $6.3 Millionen oder 8 cents je Aktie.

Der Umsatz von Thalomid wuchs gegenüber dem Vorjahr um 41% auf $30.5 Millionen, während der Gesamtumsatz um 31% auf $34.3 Millionen anwuchs.

Thalomid wird bisher gegen Entzündungskomplikationen bei ENL (Erythema Nodosum Leprosum) eingesetzt und ist seit 1998 zugelassen.

[JS222]

company news

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CELG - Celgene Corporation (NASDAQ NM : CELG)

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Cell Pathways Expands Sales Effort of Gelclair to Oncologists through Promotional Agreement with Celgene; Contract Effective November 1, 2002



MONDAY , OCTOBER 28, 2002 10:30 AM

HORSHAM, Pa., Oct 28, 2002 (BUSINESS WIRE) -- Cell Pathways, Inc. (Nasdaq:CLPA) today announced the signing of a three-year agreement with Celgene Corporation (Nasdaq:CELG) aimed at broadening physician awareness and sales of Gelclair(TM) Concentrated Oral Gel within the U.S. oncology market. Under the agreement, Celgene will promote Gelclair(TM) using its dedicated oncology sales force of approximately 90-95 representatives. Cell Pathways will be responsible for product marketing. Celgene`s compensation will be performance-based as determined by a percentage of product sales. Financial details of the agreement were not further disclosed.

"We are very pleased to partner with Celgene, a company whose sales force has been ranked among the best in oncology," said Robert J. Towarnicki, Cell Pathways` chairman and chief executive officer. "Our initial product launch has been successful and we have seen growing acceptance of Gelclair(TM) within the oncology community. In addition to the oncology opportunity, John O. Butler Company launched Gelclair this month to the dental market for the various dental uses, including irritation due to oral surgery, diffuse aphthous ulcers and traumatic ulcers caused by braces, ill-fitting dentures or disease. These partnerships will greatly extend the number of physicians that can be called upon to continue building product sales."

Gelclair(TM), launched by Cell Pathways to the U.S. oncology market in June 2002, is a prescription product cleared by the U.S. Food and Drug Administration for the management and relief of pain due to various causes. These specifically include oral mucositis, a painful, common side effect of chemotherapy and radiation therapy that makes it difficult for patients to eat, drink and swallow. This condition can lead to weight loss and dehydration, sometimes necessitating hospitalization and intravenous feeding as well as the use of narcotic drugs to provide pain relief. The presence of mucositis can also necessitate a delay or a halt in the patient`s cancer therapy, thus potentially compromising the effectiveness of treatment.

"Gelclair(TM) provides patients afflicted with oral mucositis an effective, well-tolerated and easy-to-use treatment for a potentially serious side effect of many cancer therapies," said Sol J. Barer, Ph.D., president and chief operating officer of Celgene Corporation. "We are very pleased to partner with Cell Pathways in extending the reach of this much needed product to the oncology community."

Gelclair(TM), a bioadherent oral gel, adheres to the mucosal surface of the mouth where it creates a protective film barrier. This barrier is designed to protect irritated tissue and exposed or sensitized underlying nerve endings from over-stimulation, thus relieving pain. Gelclair(TM) is provided in 15 ml, single-dose packets whose contents are mixed with one tablespoon of water prior to use. Gelclair(TM) is intended for use three times daily or as needed, and should be applied at least one hour before eating and drinking. Results of clinical studies conducted in Europe have shown Gelclair(TM) to be safe and effective for controlling oral pain, thus enabling patients to eat and drink more easily. Gelclair(TM) has no known interactions with medications or other products. In clinical trials there were no reported adverse effects, and patients reported that the taste, smell and texture of Gelclair(TM) were acceptable. Federal law restricts Gelclair(TM) to sale by or on the order of a physician or properly licensed medical practitioner.



About Celgene


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[JS222]

Von GESTERN

CELG
CELGENE CORP
21.830
-0.270 -1.22%


Daily Commentary
HOLD

Our system recommends HOLD as of today. Previous BUY recommendation was made on 10/18/2002 (11) days ago, when the stock price was 17.290. Since then the stock gained 26.26% .

Today the stock closed lower with a higher high and a higher low. The volume is high. The security price is trending up and is overbought.

Click here to get a full trend analysis of this stock Candlestick Analysis

Today’s Candlestick Patterns:
Spinning Top

Today a Spinning Top formed. Both the bulls and the bears were active during the session. Even though the session opened and closed with little change, prices moved significantly higher and lower in the mean time. Be careful, this indicates weakness among the bulls and a potential change or interruption in the current trend!

Stock Quote
Last 21.830
Previous Close 22.100
Change -0.270
% Change -1.22%
Volume 1,454,875
Stock Activity
Open 22.140
Day`s High 22.340
Day`s Low 21.190
52 Week High 38.300
52 Week Low 11.500

Stock Price History
3 Month % Change 38.87
6 Month % Change 15.87
12 Month % Change -34.13
Stock Statistics
50 Day Close MA 17.634
200 Day Close MA 20.045
65 Day Volume MA 759,617

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[JS222]

10/30/2002 (13:02 ET) Cell Pathways hires Celgene to promote Gelclair to US oncologists - Datamonitor
10/30/2002 (11:07 ET) Cell Pathways Eliminates Company`s Oncology Sales Force - Business Wire
10/28/2002 (10:30 ET) Cell Pathways Expands Sales Effort of Gelclair to Oncologists through Promotional Agreement with Celgene; Contract Effective November 1, 2002 - Business Wire
10/25/2002 (12:40 ET) Celgene Corporation to Present at Salomon Smith Barney Global Health Care Conference - PR Newswire
10/25/2002 (10:51 ET) RATINGS(=): QVDX, PILL, EPIX, CELG, CTIC, ARDM - Knobias

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[JS222]

company news

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CELG - Celgene Corporation (NASDAQ NM : CELG)

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Cell Pathways hires Celgene to promote Gelclair to US oncologists



WEDNESDAY, OCTOBER 30, 2002 01:02 PM

Oct 30, 2002 (Datamonitor via COMTEX) -- Cell Pathways has signed a three-year agreement with Celgene aimed at broadening physician awareness and sales of Gelclair Concentrated Oral Gel within the US oncology market.

Under the agreement, Celgene will promote Gelclair using its dedicated oncology sales force of approximately 90-95 representatives. Cell Pathways will be responsible for product marketing.

Celgene`s compensation will be performance-based as determined by a percentage of product sales. Financial details of the agreement were not further disclosed.

"We are very pleased to partner with Celgene, a company whose sales force has been ranked among the best in oncology," said Robert J Towarnicki, Cell Pathways` chairman and CEO, in a media release.

"Our initial product launch has been successful and we have seen growing acceptance of Gelclair within the oncology community. In addition to the oncology opportunity, John O Butler Company launched Gelclair this month to the dental market for the various dental uses, including irritation due to oral surgery, diffuse aphthous ulcers and traumatic ulcers caused by braces, ill-fitting dentures or disease."

"These partnerships will greatly extend the number of physicians that can be called upon to continue building product sales," Mr Towarnicki continued.

Gelclair, launched by Cell Pathways to the US oncology market in June 2002, is a prescription product cleared by the FDA for the management and relief of pain due to various causes. These specifically include oral mucositis, a painful, common side effect of chemotherapy and radiation therapy that makes it difficult for patients to eat, drink and swallow.



URL: http://www.datamonitor.com
Republication or redistribution, including by framing or similar means,
is expressly prohibited without prior written consent. Datamonitor shall not be liable for errors or delays in the content, or for any actions taken in reliance thereon


Copyright (C) 2002 Datamonitor. All rights reserved



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[JS222]

company news

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CELG - Celgene Corporation (NASDAQ NM : CELG)

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Cell Pathways Eliminates Company`s Oncology Sales Force



WEDNESDAY, OCTOBER 30, 2002 11:07 AM

HORSHAM, Pa., Oct 30, 2002 (BUSINESS WIRE) -- Cell Pathways, Inc. (Nasdaq:CLPA) today announced the elimination of the company`s 16-person sales force, effective November 1. As announced earlier this week, the company plans to continue marketing Gelclair(TM) Concentrated Oral Gel to the oncology community through its partnership with Celgene Corporation (Nasdaq: CELG). Under that agreement, Gelclair will be promoted by Celgene`s 90-95 person dedicated oncology sales force. Cell Pathways also said it would cease promoting Nilandron(R) (nilutamide) to urologists treating patients with prostate cancer. The company had been promoting that product under an agreement with Aventis Pharmaceuticals expiring in December 2002.

"With the Celgene partnership in place, we believe the company is better served to conserve capital to support the ongoing clinical development of our investigational cancer drugs, Aptosyn(R) (exisulind) and CP461, while simultaneously extending the reach of our Gelclair(TM) marketing efforts within the oncology community," said Robert J. Towarnicki, Cell Pathways chairman and chief executive officer.

Cell Pathways is the exclusive distributor of Gelclair(TM) for the United States, Canada and Mexico, where the company focuses on marketing that product to U.S. oncologists and health care providers as a treatment for oral mucositis, a painful side-effect of many cancer therapies. The company also has an agreement with John O. Butler Company for the marketing of Gelclair(TM) to the U.S. and Canadian dental markets.

Cell Pathways, Inc., headquartered in Horsham, Pennsylvania, is a development-stage pharmaceutical company focused on the discovery, development and commercialization of novel and unique medications to treat and prevent cancer and to treat certain autoimmune diseases. The company also markets Gelclair(TM)Concentrated Oral Gel manufactured by Sinclair Pharma, Ltd. of the U.K. For additional information on Cell Pathways, Inc., visit the company`s web site at http://www.cellpathways.com.

Editors Note: Aptosyn(R)is a registered trademark of Cell Pathways, Inc., Nilandron(R)is a registered trademark of Aventis Pharmaceuticals Inc. and Gelclair(TM)is a trademark of Sinclair Pharma, Ltd.

Certain statements herein, and oral statements made in respect hereof, constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements are those which express plan, anticipation, intent, contingency or future development and/or otherwise are not statements of historical fact. These statements are subject to risks and uncertainties, known and unknown, which could cause actual results and developments to differ materially from those expressed or implied in such statements. Such risks and uncertainties relate to, among other factors: the commercial risk And risk of liability in marketing and selling Gelclair(TM) Concentrated Oral Gel; the risks associated with product launch, including the risk that prescribers do not prescribe the product and sales do not materialize, and the risk that the Company`s sales of Gelclair(TM) are less than the Company`s minimum purchase obligations; the risk that the marketing partners mentioned in this release do not succeed in materially increasing physician awareness and sales of Gelclair(TM); and the risk that the marketing of Gelclair(TM) with marketing partners does not yield significant net revenue to the Company. These and other risks are detailed in our reports filed from time to time under the Securities Act and/or the Securities Exchange Act, including the sections entitled "Business," "Risk Factors," "Management`s Discussion and Analysis of Financial Condition and Results of Operations" and "Other Events" in our annual reports on Form 10-K, quarterly reports on Form 10-Q and periodic reports on Form 8-K and in such registration statements as we may file from time to time. You are encouraged to read these filings as they are made. They are available over the Internet from the SEC in its EDGAR database at http://www.sec.gov and from the Company. Given the uncertainties affecting pharmaceutical companies in the development stage, you are cautioned not to place undue reliance on any such forward-looking statements, any of which may turn out to be wrong due to inaccurate assumptions, unknown risks, uncertainties or other factors. No forward-looking statement can be guaranteed; actual future results may vary materially. Both forward-looking statements and statements of historic fact must be understood in the context of the risks referred to above which characterize our development stage business. We undertake no obligation to update or revise the statements made herein or the risk factors that may relate thereto.

Cell Pathways



CONTACT: Cell Pathways
Carol A. Sexton, 215/706-3800 (Investor Relations)
or
Kureczka/Martin Associates
Joan Kureczka, 415/821-2413 (Media)



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