Ontvang nu dagelijks onze kooptips!
word abonnee
sluiten ✕
Terug naar discussie overzicht
Hij wil de FDA niet beïnvloeden. Politiek niet correct om daar op dit moment iets over te schrijven. fc
Ab!! Zeer interresant artikel..een van de velen op vlak van jak2selectivity, naarmate we richting marktintroductie gaan..
Edit: op slide 30, 32 en 33 zie je een aantal woorden die zwartgelakt zijn. Met de PDF-zoekfunctie of door simpelweg de tekst te selecteren/plakken kun je achterhalen dat daar upadacitinib staat. Wat zou de reden zijn dat dit afgeschermd is? Of is het een zoekplaatje om te controleren of de lezer goed opgelet heeft? [/quote] Waarschijnlijk bang voor een rechtzaak, of ze willen Abbvie niet voor het hoofd stoten omdat ze klant zijn. Veel zoden zet deze blacked out niet aan de dijk, want overduidelijk betreft het idd Upa.
je kan zelfs verdedigen dat het daarmee extra benadrukt wordt.
Extract UBS 31 juli 2019 UBS is weer gestart met Galapagos actief de volgen. Van neutral met TP 91 Euro nu naar BUY met TP 190 Euro. Galapagos NV More on offer; upgrade to Buy Transformative deal not yet fully priced in Since the announcement of the deal between Galapagos and Gilead to enter a ten year R&D and commercialisation collaboration ($3.95b cash, $1.1b equity), Galapagos shares have risen 20%. Our new sum of the parts valuation includes updated estimates for key pipeline assets and implies further upside of almost 20%. Reverse engineering the SOTP suggests that the market currently assigns little value to early stage research. We believe that this is too conservative and that data for GLPG3312 (Toledo project, see below) in 2H will be a catalyst for some de-risking of this asset and that Gilead's investment increases the likelihood that Galapagos can eventually produce another drug of similar size to current lead asset filgotinib. Toledo is generating interest among investors and data is due in 2H Galapagos has discovered a novel target in inflammatory disease and is developing several potential drugs which it says show signs of exceptional efficacy as the "Toledo" project. We will see phase I data for the first of these (GLPG3312) in 2H and this should green-light a broad phase II programme starting in 1H20. The target has not yet been revealed (exp. 1H20) but we think initiation of a phase I study for a second compound (GLPG3970) in 2H19 will be taken positively. Gilead's investment is largely seen as a vote of confidence in Toledo and developments will be watched closely.Filgotinib should see three launches in three years; UBSe sales of $2b in 2026 After uncertainty around what safety data is needed for submission, expectations are now set for filing before the end of 2019. This should mark the start of a chain of events that will see launches in each of three indications (RA, UC, CD) over the next three years. In line with consensus, we believe this can be a $2b+ drug by 2026. Changes to the existing filgotinib agreement with Gilead will also enable Galapagos to gain commercial experience in major markets before a solo European launch of GLPG1690 in IPF in a few years' time.Valuation: SOTP based price target of EUR190 We value Galapagos shares using an NPV sum of the parts approach. We account for Gilead's cash input and the dilutive impact of share issuance via the deal. Analyst: Laura Sutcliffe
MtBaker schreef op 1 augustus 2019 09:36 :
je kan zelfs verdedigen dat het daarmee extra benadrukt wordt.
Ik dacht dat dat al de black box voor upa was :-)
avantiavanti schreef op 31 juli 2019 18:11 :
Umer's JAK's safety deep dive Al jaren Galapagos aandeelhouder, niet bepaald een actief forumlid maar wel dankbaar gebruikster van de rapportages die U deelt op dit forum. Avantiavanti, ontzettend bedankt hiervoor!!
Cowen and Company Biotech Thermometer (August 2019)Stocks Most Loved By The Buyside: GLPG Phil Nadeau from Cowen & Co. maintained a Buy rating on Galapagos NV.
Raymond James 16 augustus 2019RINVOQ Approved Label Turns Focus on Filgotinib to Differentiate
Cantor Fitzgerald 19 augustus 2019
H.C. Wainwright & CO 19 augustus 2019
Extract SVB Leerink 18 augustus 2019
Extract SVB Leerink mbt Abbvie 18 augustus 2019
Barclays 26 augutus 2019Taking the road less traveled Stock Rating: Overweight Industry View: Positive Price Target: EUR 170.00 (from EUR 140.00) Price (23-Aug-2019): EUR 148.90 Potential Upside/Downside: +14.2% Tickers: GLPG NA / GLPG.AS
Credit Suisse (September 2019) M&A View: Potential Buyers and TargetsGalapagos 30% - 70% Premium
Wall Street Trader schreef op 6 september 2019 13:39 :
Credit Suisse (September 2019) M&A View: Potential Buyers and Targets
Galapagos 30% - 70% Premium I do find it suprising they put GLPG on the list of potential buyouts..
Volgende week weer lekker omhoog kruipen.
Samenvatting Morgan Stanley update 8 september 2019Large Differentiated Pipeline Headlined By Filgotinib, Resume at OW Stock Rating Overweight Price Target $200.00 Matthew Harrison, Connor Meehan, Vikram Purohit We resume coverage at OW with a $200 PT. The recent transaction with Gilead provides Galapagos with a strong partner to drive the broad pipeline while building commercial operations in the EU. Filgotinib drives near-term upside while the >$5B cash position provides downside protection.Resuming coverage at OW: Galapagos is a clinical-stage biotechnology company focused on discovering and developing small molecule therapeutics with differentiated modes of action. Galapagos has a series of proprietary and partnered compounds currently in development across a variety of indications, most notably inflammatory diseases. In support and validation of this innovative pipeline, Gilead and Galapagos recently finalized a long-term global R&D collaboration. The deal was valued at ~$5.1Bn, with Gilead paying ~$3.95Bn to Galapagos in cash, along with a ~$1.1Bn equity investment (Gilead now has ~22% ownership). Galapagos stands to gain in a variety of ways; the immediate cash injection will enable management to continue with the development of ongoing clinical and pre-clinical programs, along with providing a means to expand the company's proven target discovery engine (from ~500 to ~1,000 scientists). Additionally, the deal allows Galapagos to leverage Gilead's core competencies, which will aid management in their efforts to deliver an integrated biopharma organization with the ability to efficiently commercialize compounds that have demonstrated success in the clinic. In exchange for the investment, Gilead received opt-in rights for all of Galapagos' programs ex-EU, along with warrants to potentially increase equity ownership in Galapagos to ~30%. Strategically, this transaction grows Gilead's mid-to-late stage pipeline in inflammatory diseases and increases its early stage research engine. Our original full note and the terms of the deal can be found here, and Gilead's press release can be found here.We believe Galapagos is well positioned for success following the transaction with Gilead. In addition to the immediate benefits associated with the collaboration, Galapagos has a series of value drivers that we believe are likely to contribute to both short and long-term upside. Among near-term value drivers, the most notable is filgotinib, which is Galapagos' lead product candidate. Filgotinib is a highly selective, orally-administered JAK1 inhibitor that is currently in development for a variety of inflammatory indications. Leading indications include Rheumatoid Arthritis (RA), Ulcerative Collitis (UC), and Crohn's Disease (CD). Notably, when compared to competitors Xeljanz and Olumiant, we believe the drug has best in class efficacy with a cleaner safety profile. With the filing accepted in the EU for RA and on-track for this year in the US, we see continued progress with filgotinib as a key valuation driver. We model ~$550M in US royalties and ~$330M in OUS 2025E profit-split for filgotinib.Both proprietary and partnered programs provide near-term catalysts: In addition to filgotinib, Galapagos has a series of other programs, both partnered and proprietary, that represent key value drivers for the company. A summary of these programs, along with the next key catalyst for each, can be found below.Upcoming R&D day and Toledo compound disclosure represent additional catalysts: In addition to the assets above, Galapagos is currently developing a class of drugs known as Toledo compounds. The class of drugs is intended to address inflammatory diseases, and though the method of action has yet to be disclosed, management has emphasized continued confidence in the program as a whole. A PhI trial evaluating GLPG3312 (a first generation Toledo compound) began in 2Q19, and we expect initial data in 2020. Notably, the Toledo mechanism has outperformed any other mechanism management has evaluated in preclinical studies for IBD. More broadly, Galapagos intends to host an R&D day on 11/14 which could provide further insight into their pipeline.Risk reward is positively skewed as a result of near-term catalysts and cash position. The Gilead transaction, which increased cash to ~60% of the current market cap, provides investors with significant downside protection and a positive risk/reward skew regarding the pipeline. We continue to view filgotinib coupled with continued pipeline execution as the key factors driving GLPG higher.Bijlage: Key progranms and next catalysts MS
Thank you avantiavanti for the report. Keep them coming! Morgan Stanley hervat coverage op de ADR aandelen met een "overweight"-advies en $200 koersdoel (23% opwaarts pot. ) Gemiddelde ADR-koersdoel bedraagt nu $195.20, obv 12 adviezen (geen enkel sell-advies).Pipeline from the Morgan Stanley report.
Aantal posts per pagina:
20
50
100
Direct naar Forum
-- Selecteer een forum --
Koffiekamer
Belastingzaken
Beleggingsfondsen
Beursspel
BioPharma
Daytraders
Garantieproducten
Opties
Technische Analyse
Technische Analyse Software
Vastgoed
Warrants
10 van Tak
4Energy Invest
Aalberts
AB InBev
Abionyx Pharma
Ablynx
ABN AMRO
ABO-Group
Acacia Pharma
Accell Group
Accentis
Accsys Technologies
ACCSYS TECHNOLOGIES PLC
Ackermans & van Haaren
ADMA Biologics
Adomos
AdUX
Adyen
Aedifica
Aegon
AFC Ajax
Affimed NV
ageas
Agfa-Gevaert
Ahold
Air France - KLM
Airspray
Akka Technologies
AkzoNobel
Alfen
Allfunds Group
Allfunds Group
Almunda Professionals (vh Novisource)
Alpha Pro Tech
Alphabet Inc.
Altice
Alumexx ((Voorheen Phelix (voorheen Inverko))
AM
Amarin Corporation
Amerikaanse aandelen
AMG
AMS
Amsterdam Commodities
AMT Holding
Anavex Life Sciences Corp
Antonov
Aperam
Apollo Alternative Assets
Apple
Arcadis
Arcelor Mittal
Archos
Arcona Property Fund
arGEN-X
Aroundtown SA
Arrowhead Research
Ascencio
ASIT biotech
ASMI
ASML
ASR Nederland
ATAI Life Sciences
Atenor Group
Athlon Group
Atrium European Real Estate
Auplata
Avantium
Axsome Therapeutics
Azelis Group
Azerion
B&S Group
Baan
Ballast Nedam
BALTA GROUP N.V.
BAM Groep
Banco de Sabadell
Banimmo A
Barco
Barrick Gold
BASF SE
Basic-Fit
Basilix
Batenburg Beheer
BE Semiconductor
Beaulieulaan
Befimmo
Bekaert
Belgische aandelen
Beluga
Beter Bed
Bever
Binck
Biocartis
Biophytis
Biosynex
Biotalys
Bitcoin en andere cryptocurrencies
bluebird bio
Blydenstijn-Willink
BMW
BNP Paribas S.A.
Boeing Company
Bols (Lucas Bols N.V.)
Bone Therapeutics
Borr Drilling
Boskalis
BP PLC
bpost
Brand Funding
Brederode
Brill
Bristol-Myers Squibb
Brunel
C/Tac
Campine
Canadese aandelen
Care Property Invest
Carmila
Carrefour
Cate, ten
CECONOMY
Celyad
CFD's
CFE
CGG
Chinese aandelen
Cibox Interactive
Citygroup
Claranova
CM.com
Co.Br.Ha.
Coca-Cola European Partners
Cofinimmo
Cognosec
Colruyt
Commerzbank
Compagnie des Alpes
Compagnie du Bois Sauvage
Connect Group
Continental AG
Corbion
Core Labs
Corporate Express
Corus
Crescent (voorheen Option)
Crown van Gelder
Crucell
CTP
Curetis
CV-meter
Cyber Security 1 AB
Cybergun
D'Ieteren
D.E Master Blenders 1753
Deceuninck
Delta Lloyd
DEME
Deutsche Cannabis
DEUTSCHE POST AG
Dexia
DGB Group
DIA
Diegem Kennedy
Distri-Land Certificate
DNC
Dockwise
DPA Flex Group
Draka Holding
DSC2
DSM
Duitse aandelen
Dutch Star Companies ONE
Duurzaam Beleggen
DVRG
Ease2pay
Ebusco
Eckert-Ziegler
Econocom Group
Econosto
Edelmetalen
Ekopak
Elastic N.V.
Elia
Endemol
Energie
Energiekontor
Engie
Envipco
Erasmus Beursspel
Eriks
Esperite (voorheen Cryo Save)
EUR/USD
Eurobio
Eurocastle
Eurocommercial Properties
Euronav
Euronext
Euronext
Euronext.liffe Optiecompetitie
Europcar Mobility Group
Europlasma
EVC
EVS Broadcast Equipment
Exact
Exmar
Exor
Facebook
Fagron
Fastned
Fingerprint Cards AB
First Solar Inc
FlatexDeGiro
Floridienne
Flow Traders
Fluxys Belgium D
FNG (voorheen DICO International)
Fondsmanager Gezocht
ForFarmers
Fountain
Frans Maas
Franse aandelen
FuelCell Energy
Fugro
Futures
FX, Forex, foreign exchange market, valutamarkt
Galapagos
Gamma
Gaussin
GBL
Gemalto
General Electric
Genfit
Genmab
GeoJunxion
Getronics
Gilead Sciences
Gimv
Global Graphics
Goud
GrandVision
Great Panther Mining
Greenyard
Grolsch
Grondstoffen
Grontmij
Guru
Hagemeyer
HAL
Hamon Groep
Hedge funds: Haaien of helden?
Heijmans
Heineken
Hello Fresh
HES Beheer
Hitt
Holland Colours
Homburg Invest
Home Invest Belgium
Hoop Effektenbank, v.d.
Hunter Douglas
Hydratec Industries (v/h Nyloplast)
HyGear (NPEX effectenbeurs)
HYLORIS
Hypotheken
IBA
ICT Automatisering
Iep Invest (voorheen Punch International)
Ierse aandelen
IEX Group
IEX.nl Sparen
IMCD
Immo Moury
Immobel
Imtech
ING Groep
Innoconcepts
InPost
Insmed Incorporated (INSM)
IntegraGen
Intel
Intertrust
Intervest Offices & Warehouses
Intrasense
InVivo Therapeutics Holdings Corp (NVIV)
Isotis
JDE PEET'S
Jensen-Group
Jetix Europe
Johnson & Johnson
Just Eat Takeaway
Kardan
Kas Bank
KBC Ancora
KBC Groep
Kendrion
Keyware Technologies
Kiadis Pharma
Kinepolis Group
KKO International
Klépierre
KPN
KPNQwest
KUKA AG
La Jolla Pharmaceutical
Lavide Holding (voorheen Qurius)
LBC
LBI International
Leasinvest
Logica
Lotus Bakeries
Macintosh Retail Group
Majorel
Marel
Mastrad
Materialise NV
McGregor
MDxHealth
Mediq
Melexis
Merus Labs International
Merus NV
Microsoft
Miko
Mithra Pharmaceuticals
Montea
Moolen, van der
Mopoli
Morefield Group
Mota-Engil Africa
MotorK
Moury Construct
MTY Holdings (voorheen Alanheri)
Nationale Bank van België
Nationale Nederlanden
NBZ
Nedap
Nedfield
Nedschroef
Nedsense Enterpr
Nel ASA
Neoen SA
Neopost
Neovacs
NEPI Rockcastle
Netflix
New Sources Energy
Neways Electronics
NewTree
NexTech AR Solutions
NIBC
Nieuwe Steen Investments
Nintendo
Nokia
Nokia OYJ
Nokia Oyj
Novacyt
NOVO-NORDISK AS
NPEX
NR21
Numico
Nutreco
Nvidia
NWE Nederlandse AM Hypotheek Bank
NX Filtration
NXP Semiconductors NV
Nyrstar
Nyxoah
Océ
OCI
Octoplus
Oil States International
Onconova Therapeutics
Ontex
Onward Medical
Onxeo SA
OpenTV
OpGen
Opinies - Tilburg Trading Club
Opportunty Investment Management
Orange Belgium
Oranjewoud
Ordina Beheer
Oud ForFarmers
Oxurion (vh ThromboGenics)
P&O Nedlloyd
PAVmed
Payton Planar Magnetics
Perpetuals, Steepeners
Pershing Square Holdings Ltd
Personalized Nursing Services
Pfizer
Pharco
Pharming
Pharnext
Philips
Picanol
Pieris Pharmaceuticals
Plug Power
Politiek
Porceleyne Fles
Portugese aandelen
PostNL
Priority Telecom
Prologis Euro Prop
ProQR Therapeutics
PROSIEBENSAT.1 MEDIA SE
Prosus
Proximus
Qrf
Qualcomm
Quest For Growth
Rabobank Certificaat
Randstad
Range Beleggen
Recticel
Reed Elsevier
Reesink
Refresco Gerber
Reibel
Relief therapeutics
Renewi
Rente en valuta
Resilux
Retail Estates
RoodMicrotec
Roularta Media
Royal Bank Of Scotland
Royal Dutch Shell
RTL Group
RTL Group
S&P 500
Samas Groep
Sapec
SBM Offshore
Scandinavische (Noorse, Zweedse, Deense, Finse) aandelen
Schuitema
Seagull
Sequana Medical
Shurgard
Siemens Gamesa
Sif Holding
Signify
Simac
Sioen Industries
Sipef
Sligro Food Group
SMA Solar technology
Smartphoto Group
Smit Internationale
Snowworld
SNS Fundcoach Beleggingsfondsen Competitie
SNS Reaal
SNS Small & Midcap Competitie
Sofina
Softimat
Solocal Group
Solvac
Solvay
Sopheon
Spadel
Sparen voor later
Spectra7 Microsystems
Spotify
Spyker N.V.
Stellantis
Stellantis
Stern
Stork
Sucraf A en B
Sunrun
Super de Boer
SVK (Scheerders van Kerchove)
Syensqo
Systeem Trading
Taiwan Semiconductor Manufacturing Company (TSMC)
Technicolor
Tele Atlas
Telegraaf Media
Telenet Groep Holding
Tencent Holdings Ltd
Tesla Motors Inc.
Tessenderlo Group
Tetragon Financial Group
Teva Pharmaceutical Industries
Texaf
Theon International
TherapeuticsMD
Thunderbird Resorts
TIE
Tigenix
Tikkurila
TINC
TITAN CEMENT INTERNATIONAL
TKH Group
TMC
TNT Express
TomTom
Transocean
Trigano
Tubize
Turbo's
Twilio
UCB
Umicore
Unibail-Rodamco
Unifiedpost
Unilever
Unilever
uniQure
Unit 4 Agresso
Univar
Universal Music Group
USG People
Vallourec
Value8
Value8 Cum Pref
Van de Velde
Van Lanschot
Vastned
Vastned Retail Belgium
Vedior
VendexKBB
VEON
Vermogensbeheer
Versatel
VESTAS WIND SYSTEMS
VGP
Via Net.Works
Viohalco
Vivendi
Vivoryon Therapeutics
VNU
VolkerWessels
Volkswagen
Volta Finance
Vonovia
Vopak
Warehouses
Wave Life Sciences Ltd
Wavin
WDP
Wegener
Weibo Corp
Wereldhave
Wereldhave Belgium
Wessanen
What's Cooking
Wolters Kluwer
X-FAB
Xebec
Xeikon
Xior
Yatra Capital Limited
Zalando
Zenitel
Zénobe Gramme
Ziggo
Zilver - Silver World Spot (USD)