Van beleggers
voor beleggers
desktop iconMarkt Monitor
  • Word abonnee
  • Inloggen

    Inloggen

    • Geen account? Registreren

    Wachtwoord vergeten?

Ontvang nu dagelijks onze kooptips!

word abonnee

Medimmune antibody agreement

55 Posts
Pagina: «« 1 2 3 »» | Laatste | Omlaag ↓
  1. [verwijderd] 15 oktober 2007 10:41
    quote:

    Mr Greenspan schreef:

    [quote=Downhill]
    [quote=Japies]
    Nou dat cash break even zit in de pocket. Die upfront payment in die 40 miljoen zal nu wel met het afsluiten van dit contract eraan komen...
    [/quote]

    Even goed opletten. Het is potentieeel 40kk en zou dus heel goed 10kk kunnen zijn of minder in het eerste jaar.

    Toch een mooi bericht.
    [/quote]

    Hoi Downhill, Japies schrijft toch ook 'in' die 40 miljoen. Uiteraard zal Crucell niet binnen een jaar die 40 miljoen ontvangen. NB MedImmune betaalt additioneel ook research and development (R&D) funding, die eerst in zijn geheel door Crucell werden gefinancierd.
    Iemand een idee hoe hoog de royalties ongeveer zullen zijn zowel procentueel als in bedragen, (want de rest is natuurlijk peanuts)?
    Mr Greenspan, je hebt helemaal gelijk mijn excuses. Mijn punt blijft weliswaar staan, er wordt vaak te gemakkelijk een mooie omzet neergezet en als gevolg daarvan geinterpreteerd. Laten we proberen ons bij de feiten te houden, maar daar zijn we het denk ik over eens ;-)

    mvg DH
  2. Procambarus 15 oktober 2007 11:04
    Japies schreef o.a.: "Tevens wordt de cash break even aannemelijker wat prettig voelt richting de cijfers.."

    En dus is de kans op een onaangename verrassing dit jaar weer aanzienlijk geslonken. Het MT van Crucell heeft het door. Met dit soort berichten breng je het vertrouwen bij particuliere investeerders weer terug. Het zal moeizaam gaan maar we zijn op de goede weg.
  3. forum rang 4 aossa 15 oktober 2007 13:08
    Petercam analyst Jan van den Bossche also welcomed the news, but reiterated his "reduce" rating on the stock.

    "This might be the first step to restore the lack of confidence that drove the share price down over recent weeks," he said. "From a financial stance, the impact is more limited. Indeed, it will take several years to push this programme to a commercial product."

    www.reuters.com/article/marketsNews/i...
  4. Mr Greenspan 15 oktober 2007 13:23
    quote:

    aossa schreef:

    Petercam analyst Jan van den Bossche also welcomed the news, but reiterated his "reduce" rating on the stock.

    "This might be the first step to restore the lack of confidence that drove the share price down over recent weeks," he said. "From a financial stance, the impact is more limited. Indeed, it will take several years to push this programme to a commercial product."

    www.reuters.com/article/marketsNews/i...
    Huh, de koers is de laatste weken eindelijk gestabiliseerd en begint zelfs langzaam te herstellen. Hij kan beter analyseren wat de financiele impact zal zijn op de langere termijn dan een vage opmerking plaatsen (dit voegt totaal niets toe). Heeft hij voor dit advies nou een opleiding gevolgd?
  5. gogogoo 15 oktober 2007 13:39
    Crucell up on MedImmune deal

    By Anna Lewcock

    Following the shaky moment Crucell experienced last month after the failure of Merck's HIV drug, share prices had a healthy boost this morning on the news that MedImmune will be collaborating with the Dutch firm to develop new antibodies for hospital acquired infections.

    The news will be music to the ears of Crucell stakeholders, who were anxious as to the impact that the unsuccessful HIV drug, produced using the company's PER.C6 technology, would have on the firm's prospects.

    The MedImmune deal, however, could bring in more than $40m (€28.2) in upfront, annual and milestone payments, according to Crucell, not to mention the R&D funding and undisclosed royalties on product sales.

    The collaboration announced this morning is an exclusive licensing and research deal to further develop and commercialise one of Crucell's panels of bacterial antibodies, primarily to treat and prevent hospital acquired bacterial infections.

    MedImmune has been granted an exclusive license to work on the antibodies within one of Crucell's MAbstract technology programmes, as well as having access to the Dutch firm's antibody capabilities for further R&D.

    The MAbstract antibody technology uses a subtraction method of selection in generating human antibodies, which Crucell says is not available with other technologies. The proprietary technology can be used for fast selection of monoclonal specificities and to identify unique targets on proteins, viruses, bacteria and live cells or tissues. It can also be used to identify the binding regions of antibodies on antigens, to help with development of vaccines or small molecule inhibitors.

    Two years ago Crucell announced a number of antibody discovery programmes touching on hospital acquired infections, including a partnership with ACE BioSciences and Harvard Medical School, and a €2m grant from the Dutch Ministry of Economic Affairs dedicated specifically to applying the MAbstract technology to discover antibodies against resistant bacterial infections.

    According to Crucell, today's deal with MedImmune is to work in one of five areas specific to hospital acquired infections, with Crucell independently working on antibody treatments in the other four areas.

    Although results from the collaboration are unlikely to emerge for several years, the deal is seen as an "important validation" of Crucell's technology, and a positive extension of its business.

    Crucell's shares showed a healthy jump following the release of the news this morning, hitting around the €14.90 mark at mid-morning. This will be welcome news after the knock that share prices took at the end of September, when the news of Merck's failed HIV drug (developed using Crucell's PER.C6 technology) caused angst among Crucell investors.

    Share prices fell to nearer €13.50 on the news, and prompted Crucell to issue a statement reassuring investors that the Merck failure was no reflection on the Crucell technology, and would not have any impact on the company's financials for the year.

    On any impact beyond this year, however, Crucell representatives were unwilling to comment. The company was also reluctant to comment on how today's news could repair some of the damage caused by last month's episode, choosing only to say that such a collaboration with annual, milestone and royalty payments will "strengthen" Crucell's position.

    Having MedImmune onboard and backing the company's technology will presumably prove a helping hand in terms of PR and help restore any lost investor confidence, not to mention the cash injection this latest deal will bring to the company coffers.

    www.in-pharmatechnologist.com/news/ng...
  6. jecebe 15 oktober 2007 14:25
    quote:

    robertix schreef:

    En alweer in een bericht het verhaal(zie laatste 4 alinea's) dat het vertrouwen weg was(en nu weer een beetje terug kan komen), hier is daar veel over gesproken maar blijkbaar heerst dit gevoel overal.....................
    Duidelijk is dit nu ook nog aan de koers te zien.

    Op dit goede nieuws maar een kleine stijging, maar de redelijke grote omzet, 900K nu, geeft aan dat er nog te makkelijk wordt verkocht.

    Het zal nog wel even duren voor men de stukken weer langdurig vasthoud.
  7. [verwijderd] 15 oktober 2007 15:20
    IRIS-advies: Kopen
    Het IRIS-advies voor Crucell is Kopen. Als gevolg van de inlijving van Berna rekenen wij vanaf 2008 op winstgevendheid van het bedrijf en op een winst die daarna sneller oploopt dan menig belegger momenteel verwacht.

    Auteur: Steef Bergakker, analist van IRIS Research, heeft geen belangen in dit fonds.
    Publicatiedatum: 15-10-2007 13:01

    suc6
  8. [verwijderd] 15 oktober 2007 15:43
    quote:

    sterke5 schreef:

    IRIS-advies: Kopen
    Het IRIS-advies voor Crucell is Kopen. Als gevolg van de inlijving van Berna rekenen wij vanaf 2008 op winstgevendheid van het bedrijf en op een winst die daarna sneller oploopt dan menig belegger momenteel verwacht.

    Auteur: Steef Bergakker, analist van IRIS Research, heeft geen belangen in dit fonds.
    Publicatiedatum: 15-10-2007 13:01

    suc6
    Is zeker een mooie omschrijving. Als het nu nog even waar wordt gemaakt, dan zijn we klaar...
  9. forum rang 4 aossa 15 oktober 2007 15:58
    quote:

    jecebe schreef:

    Op dit goede nieuws maar een kleine stijging, maar de redelijke grote omzet, 900K nu, geeft aan dat er nog te makkelijk wordt verkocht.
    Ik ga het nog meer even zeggen:
    'deze week weer de hete adem van de optie expiratie in de nek van de koers'.

    Deze keer draait het om de C15, dan naar de C16 en de C17's ...
  10. [verwijderd] 15 oktober 2007 16:05
    Crucell up on MedImmune deal

    By Anna Lewcock

    Get the latest Market Reports on Crucell MedImmune MAbstract antibody MRSA

    Related News

    Merck failure not our fault, says Crucell
    Merck, Crucell strengthen vaccine partnership
    DSM Pharma & Crucell reach milestone in antibody production
    Novo signs up for Crucell's STAR tech
    Merck's HIV vaccine steps out of development

    15/10/2007 - Following the shaky moment Crucell experienced last month after the failure of Merck's HIV drug, share prices had a healthy boost this morning on the news that MedImmune will be collaborating with the Dutch firm to develop new antibodies for hospital acquired infections.

    The news will be music to the ears of Crucell stakeholders, who were anxious as to the impact that the unsuccessful HIV drug, produced using the company's PER.C6 technology, would have on the firm's prospects.

    The MedImmune deal, however, could bring in more than $40m (€28.2) in upfront, annual and milestone payments, according to Crucell, not to mention the R&D funding and undisclosed royalties on product sales.

    The collaboration announced this morning is an exclusive licensing and research deal to further develop and commercialise one of Crucell's panels of bacterial antibodies, primarily to treat and prevent hospital acquired bacterial infections.

    MedImmune has been granted an exclusive license to work on the antibodies within one of Crucell's MAbstract technology programmes, as well as having access to the Dutch firm's antibody capabilities for further R&D.

    The MAbstract antibody technology uses a subtraction method of selection in generating human antibodies, which Crucell says is not available with other technologies. The proprietary technology can be used for fast selection of monoclonal specificities and to identify unique targets on proteins, viruses, bacteria and live cells or tissues. It can also be used to identify the binding regions of antibodies on antigens, to help with development of vaccines or small molecule inhibitors.

    Two years ago Crucell announced a number of antibody discovery programmes touching on hospital acquired infections, including a partnership with ACE BioSciences and Harvard Medical School, and a €2m grant from the Dutch Ministry of Economic Affairs dedicated specifically to applying the MAbstract technology to discover antibodies against resistant bacterial infections.

    According to Crucell, today's deal with MedImmune is to work in one of five areas specific to hospital acquired infections, with Crucell independently working on antibody treatments in the other four areas.

    Although results from the collaboration are unlikely to emerge for several years, the deal is seen as an "important validation" of Crucell's technology, and a positive extension of its business.

    Crucell's shares showed a healthy jump following the release of the news this morning, hitting around the €14.90 mark at mid-morning. This will be welcome news after the knock that share prices took at the end of September, when the news of Merck's failed HIV drug (developed using Crucell's PER.C6 technology) caused angst among Crucell investors.

    Share prices fell to nearer €13.50 on the news, and prompted Crucell to issue a statement reassuring investors that the Merck failure was no reflection on the Crucell technology, and would not have any impact on the company's financials for the year.

    On any impact beyond this year, however, Crucell representatives were unwilling to comment. The company was also reluctant to comment on how today's news could repair some of the damage caused by last month's episode, choosing only to say that such a collaboration with annual, milestone and royalty payments will "strengthen" Crucell's position.

    Having MedImmune onboard and backing the company's technology will presumably prove a helping hand in terms of PR and help restore any lost investor confidence, not to mention the cash injection this latest deal will bring to the company coffers.
  11. [verwijderd] 15 oktober 2007 19:26
    quote:

    aossa schreef:

    Met dit partner agreement (eigenlijk met Astra Zeneca) ligt het TO verhaal weer verder van ons af.

    Of vergis ik me ?

    Crucell laat in ieder geval zien dat het verschillende ijzers in het vuur heeft ...
    Partijen kunnen straks e.e.a. tegen een kleine vergoeding afkopen. Crucell staat breed in de markt, da's mooi.
    Nu de harde euro's nog.
55 Posts
Pagina: «« 1 2 3 »» | Laatste |Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord.

Direct naar Forum

Indices

AEX 891,13 +0,42%
EUR/USD 1,0769 +0,04%
FTSE 100 8.213,49 +0,51%
Germany40^ 18.217,90 +0,23%
Gold spot 2.325,07 +1,01%
NY-Nasdaq Composite 16.349,25 +1,19%

Stijgers

Avantium
+3,70%
NSI
+3,67%
SBM Of...
+2,87%
TKH
+2,75%
Aegon
+2,04%

Dalers

NX FIL...
-4,34%
PostNL
-3,86%
Flow T...
-1,96%
DSM FI...
-1,53%
SIGNIF...
-1,44%

Lees verder op het IEX netwerk Let op: Artikelen linken naar andere sites

Gesponsorde links