Abgenix-geht ab wie nix - 500 Beiträge pro Seite

[Becko]

schaut euch mal den chart von der genannten Aktie an!
trotz der schon überdurchschnittlich hohen gewinne steigt der Kurs
immmer weiter. das firmenkonzept ist ebenfalls sehr vielver-
sprechend (Biotech, Gentech)
bei der Aktie kann man nix falsch machen.

[Greg1966]

Hallo Leute

Es wird Zeit, dass mal wieder etwas über Abgenix geschrieben wird. Ich habe die Aktie nun seit 2 Wochen und bin nun bei ca. 100% Gewinn. Wenn man sich den Kursverlauf ansieht, erkennt man, dass man sich damit in der normalen Schwankungsbreite befindet.

Genauso interessant finde ich auch Medarex (auch eine Maus) bzw. Morphosys am Neuen Markt, welche die Antikörper aus einer Gendatenbank künstlich zusammensetzen. Morphosys hat nach meiner Ansicht die beste Technik auf diesem Gebiet, da sie auch gegen solche Substanzen Antikörper herstellen können, gegen die die Mäuse keine Antikörper produzieren (z.B. diverse Giftstoffe). Ausserdem soll dies in weniger als der halben Zeit von anderen Technologien möglich sein.
Leider habe ich Morphosys zu spät entdeckt.

[local hero 3]

Hier ein Text vom 6. Januar:

The XenoMouse That Roared
By Nadine Wong
Biotech Stocks Columnist
01/06/2000 5:03 PM

During the past month, Abgenix (ABGX: Nasdaq) stock has behaved like Speedy Gonzales. Right now, the stock of the three-year-old company is trading close to its all-time high, even though the company has no earnings and no products that generate any revenue. So far.
But it’s a new technology it has developed, called XenoMouse, has uniquely positioned it to capitalize on discoveries in the area of genomics. If Abgenix can implement its strategy, the upside is tremendous.
Just how tremendous – enough to justify trading at these lofty prices? It closed Thursday at around $119 per share, just below its 52-week high of $123. I expect there will be profit taking, but that should allow newcomers the opportunity to be part of a company that has plenty of growth potential and one that is likely to prove itself to be a winner.
The Key Is XenoMouse
Abgenix has the potential to realize substantial revenues and profits from the so-called "antibody revolution," especially with the latest news that the company is the sole owner of its patented XenoMouse technology. This technology makes fully humanized antibodies in transgenic mice in order to develop and test antibody-based drugs.
Antibody-based drugs, once called magic bullets, are booming. Sales of many new products are vastly exceeding expectations, among them: Centocor`s (CNTO: Nasdaq) ReoPro, Genentech`s (DNA: NYSE) Herceptin, MedImmune`s (MEDI: Nasdaq) Synagis, and IDEC’s (IDPH: Nasdaq) Rituxan among others.
More than 250 companies have 200-plus antibody products under development. Estimates for several antibody products have been increased to reflect better-than-expected market penetration. Further upward revisions are possible, as current products exceed original estimates and new products advance toward the market.
In my view, the multi-billion dollar potential of antibodies is just beginning clear, both by pharmaceutical/biotech companies and by investors.
XenoMouse technology provides a method of making human antibody-based pharmaceutical products more quickly and easily, with the ability for chronic use, greater efficacy and fewer side effects than existing product and other technologies.
Thus, XenoMouse will continue to be highly sought after by the pharmaceutical/biotech companies. The future of the antibody area lies in fully human antibodies, and Abgenix is the leader.
XenoMouse Strategy
Abgenix’s strategy is to become a leading creator of antibody products for the pharmaceutical industry. To achieve this goal Abgenix’s has initiated two revenue streams.
One is to establish partnerships with pharmaceutical and biotechnology companies by providing them with XenoMouse technology. These are deals where mice are shipped to corporate partners, either pre-immunized with a specific antigen or prepared for immunization on site.
Abgenix has ten such corporate partnerships covering 15 product candidates, and the company expects that number to grow at a rate of five to six per year. In return, Abgenix gets up-front and milestone payments, as well as royalties on product sales.
The second initiative is riskier but potentially more lucrative. Here, Abgenix hopes to discover the antigen target, make the antibody, complete pre-clinical evaluation and possibly early clinical testing, all before selling a product package to a pharmaceutical or biotechnology company.
These deals will be more lucrative because Abgenix will have invested more to develop and evaluate the product. However, because they require more resources, Abgenix cannot do as many of these.
Abgenix is a developmental organization that is capable of taking products through Phase II, but does not have the infrastructure required to take products into large pivotal Phase III clinical trials. So rather than taking one product all the way and bearing all that risk, Abgenix’s strategy is to put more products in the clinic and then to find partners to complete the development. It`s a risk-diversification strategy.
The company’s goal is to quickly build a large pipeline of product candidates from which it will receive a piece of the action. At the end of the year 2000, Abgenix should have 20 product candidates in its portfolio, growing into the mid-30s by the end of year 2001.
As a result, the company will have a large number of product candidates in the pipeline from which it could receive royalties. Currently, Abgenix has four products that are in clinical trials.
There is no doubt about it, I like Abgenix. The company has made a smart move by placing itself in a position to carry out its plan to commercialize a powerful new technology capable of utilizing its patented XenoMouse technology. I’m betting the XenoMouse will turn out to be Mighty Mouse.
Nadine Wong is editor of BioTech Navigator, a newsletter that provides investors with strategic information for investing in biotechnology stocks. Her Biotech Stocks Insider column appears every Thursday.

[Greg1966]

Hallo Leute,



Abgenix hat seine Ergebnisse veröffentlich. Zu beachten ist, dass sich die Umsätze gegenüber dem letzten Jahr vervierfacht haben.

Hier die Meldung:


Company Press Release
SOURCE: Abgenix, Inc.
Abgenix Reports Year End Results
FREMONT, Calif., Feb. 18 /PRNewswire/ -- Abgenix, Inc. (Nasdaq: ABGX - news) reported revenues of $12.3 million and a net loss of $20.5 million or $1.41 per share for the year ended December 31, 1999, compared with revenues of $3.8 million and a net loss of $16.8 million or $3.00 per share for the year ended December 31, 1998. Revenues for the quarter ended December 31, 1999, were $6.9 million, up from $1.8 million in the same quarter of 1998. The net loss for the year and quarter ended December 31, 1999 includes a one-time net charge of $8.7 million related to the termination of certain rights licensed by Japan Tobacco from Xenotech. The company ended 1999 with $58.0 million in cash, cash equivalents and short-term investments. Subsequent to year end, Abgenix raised approximately $454 million in a February 2000 follow-on financing.


Company highlights included:

-- Raising $577 million in a November 1999 private placement and follow-on
public offerings in March 1999 and February 2000.
-- Increasing XenoMouse(TM) technology collaborations to fifteen covering
at least twenty product candidates.
-- Initiating a phase III clinical trial of ABX-CBL in patients with
severe graft versus host disease (GVHD) based on encouraging survival
data from the phase II trial.
-- Completing a phase I/II clinical trial of ABX-IL8, the first human
antibody from a transgenic mouse to be tested in humans, in
moderate-to-severe psoriasis patients, that produced encouraging
response rates.
-- Initiating a phase I clinical trial of ABX-EGF in cancer patients.
-- Acquiring full ownership and control of XenoMouse technology.
-- Entering collaborations with leading genomics companies, Human Genome
Sciences and Curagen, to generate many potential product candidates.

``In 1999, we took Abgenix to the next level,`` stated R. Scott Greer, president and CEO of Abgenix. ``We now have the capital and disease target sources to generate a continuing stream of antibody product candidates to market to our pharmaceutical collaborators.``