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Aandeel Genfit PSE:GNFT.FR, FR0004163111

  • 3,160 19 apr 2024 17:35
  • -0,025 (-0,78%) Dagrange 3,130 - 3,190
  • 60.592 Gem. (3M) 154,8K

Koers Genfit 2017

259 Posts
Pagina: 1 2 3 4 5 6 ... 13 »» | Laatste | Omlaag ↓
  1. Terra2000 5 januari 2017 11:24
    een nieuw jaar met nieuwe kansen, allemaal nog de beste wensen voor dit nieuwe jaar.
    voor Genfit begint het jaar goed, op dit moment staat de koers al 5,25% hoger.
    Ben benieuwd of Genfit dit jaar zelfstandig zal blijven. Ik denk zelf dat de kans zeer groot is dat ze binnen een half jaar zijn overgenomen omdat hun onderzoek naar NASH het verst gevorderd is, en het als het op de markt komt(wat nog wel even kan duren) een miljarden medicijn is.
  2. Terra2000 5 januari 2017 12:21
    Op het Genfit draadje 2016 ben ik de shareholders letter nr 6 van december niet tegen gekomen.
    www.genfit.com/wp-content/uploads/201...

    Als ze overgenomen worden zal het zeker geen overname uit armoede zijn, zoals eerder door anderen gesuggereerd werd, uit dit stuk blijkt dat ze zelf maar ook anderen zeer positief zijn over de werking van Elafibranor.

  3. Terra2000 27 januari 2017 11:28
    Ik ben niet de enige die Genfit als overname kandidaat ziet.

    seekingalpha.com/instablog/498952-bre...

    2 Logical Acquisition Targets For Gilead Sciences

    Moving on to NASH, Genfit SA might fit the bill. This is a French based biopharma focusing on developing therapeutic and diagnostic solutions to address high unmet patient needs in metabolic and inflammatory diseases with a focus on the liver and gastroenterology.

    Genfit has a market capitalization of approximately $750 million and with a decent buyout premium would easily fall into Gilead's desired "Buy" range. The company is developing a variety of biomarkers, but the main asset that Gilead would be interested in is the company's primary drug candidate Elafibranor, also known as GFT505.

    The company is hoping to show that Elafibranor reverses nonalcoholic steatohepatitis {NASH} to prevent fibrosis progression. In Phase II trials the compound showed a solid safety and tolerance profile, and provided needed cardio-protective benefits.

    Elafibranor is currently being evaluated in the clinical Phase 3 study called RESOLVE-IT. This pivotal study aims to achieve conditional marketing approval based on the interim analysis of the first 1 000 patients based on a single histological surrogate endpoint.

    In February 2014, the FDA granted Fast Track designation to elafibranor in NASH. The trial commenced late in 2015 and should be due to disclose a 72-week interim analysis from this pivotal study sometime this summer.

    Obviously, betting on elafibranor is a riskier proposition than on Cabometrix as it has not been approved. However, given the huge potential market for NASH treatments; I believe it is a risk Gilead should take. Given the company has produced over $20 billion in free cash flow in the past five quarters, it could easily afford one or both of these logical acquisitions. The question for shareholders is whether Gilead will soon take the opportunity to change the narrative around the company and its stock.

  4. Terra2000 1 februari 2017 12:51
    Na het gesprek van Trump met the big pharma is het sentiment gelukkig weer verbeterd.
    volgende week 8-2 de FY resultaten van Genfit met toelichting/commentaar van het management. Ik hoop dat daar binnen ook ruimte is voor Q en A tussen analisten en management, ben benieuwd hoe fase 3 Elafribanor verloopt
  5. [verwijderd] 9 februari 2017 15:55
    Oddo Securities donderdag herhaalde haar aanbeveling "kopen" en zijn koersdoel tot 46 euro op GENFIT na de publicatie van de financiële resultaten van 2016 het biofarmaceutisch bedrijf. Het meldde een kaspositie was $ 152.400.000 op 31 december 2016 geconsolideerd door een aantal operaties fondsenwerving uitgevoerd tijdens l`exercice.

    Bron: Boursorama 9-2-2017
  6. [verwijderd] 14 februari 2017 11:50
    Volgens mij is dit nog niet geplaatst, het potentieel wordt nog maar eens benadrukt.

    DRG Blog › Non-alcoholic Steatohepatitis (NASH) -...
    Non-alcoholic Steatohepatitis (NASH) - Scoping the market potential
    Contributors: Gaurav Jaiswal, Analyst - Commercial Insights, Metabolism
    Published on: 09 November, 2016
    Category: DRG Blog
    Filed under: Allergan, Elafibranor, fibrosis, Genfit, Intercept, NASH, obeticholic acid
    66
    SHARES

    Over 30 years since the disease was first described, we still await the first drug approval for the treatment of NASH. Considering the high and increasing prevalence, comorbidities associated with the disease, and lack of approved therapies, the NASH space presents a huge opportunity for drug developers.

    NASH is the progressive form of Non-alcoholic Fatty Liver Disease (NAFLD) where excessive fat deposition causes inflammation and damage to the liver. It gradually leads to fibrosis then cirrhosis (one fourth of cases in the United States), risking liver failure and hepatocellular carcinoma in some cases. NASH is one of the leading causes of liver transplantation. Current management of the disease includes lifestyle changes (such as reducing weight, healthy diet, and regular exercise), off-label medications (includes anti-oxidant, anti-diabetic or lipid modifying agents) and continuous monitoring of the disease.

    Lucrative pipeline for NASH

    There are more than 20 candidates undergoing Phase II clinical trials for the treatment of NASH. The most promising emerging therapies expected to enter the NASH market in the near future are Genfit’s elafibranor and Intercept’s obeticholic acid (Ocaliva). Phase III trials for elafibranor and obeticholic acid are underway. Trial completion dates for both drugs are in 2021, but thanks to “Subpart H” approval, interim analyses will be used for earlier regulatory submissions. The most noteworthy element about elafibranor’s Phase III trial is the agreement on a new consensual definition of “NASH Resolution” by the FDA and KOLs. This development has put elafibranor in a stronger position because it needs to achieve only one primary endpoint (NASH resolution without worsening of fibrosis) in the Phase III RESOLVE-IT trial, which is very close to what it already demonstrated in its Phase IIb trial.

    Obeticholic acid has to achieve both co-primary endpoints in the Phase III REGENERATE trial in order to apply for approval. Considering obeticholic acid’s Phase II trial failed to achieve similar primary and secondary endpoints in a Japanese population, Intercept is likely to be the more anxious of the two companies about gaining approval.

    Most other pipeline candidates are in Phase II. Many large pharma companies such as Gilead Sciences, Novo Nordisk, and Bristol-Myers Squibb are developing drugs for NASH or its consequences, with Allergan the latest to enter the space. Allergan acquired Tobira Therapeutics Inc. and Akarna Therapeutics Ltd. in the second half of 2016. These acquisitions provide Allergan a readymade pipeline for the potentially lucrative NASH market.

    Market roadblocks

    The high prevalence and unmet need in NASH provides a multibillion-dollar opportunity; however, certain risk factors could potentially put the sales estimates of these drugs off track. Liver biopsy is the gold standard for diagnosis but is an invasive procedure that has contributed to low diagnosis rates for the early stages of the disease. Payers may be reluctant to cover highly priced agents considering the long duration of treatment, and that lifestyle modifications are the first steps in management of the disease. However, increasing awareness of NASH and the development of non-invasive diagnostic methods could act to further elevate the market potential of NASH.

    DRG Perspective

    Elafibranor and obeticholic acid are expected to launch around the same time. However, elafibranor is anticipated to be the future market leader based on its better safety and tolerability profile, compared to obeticholic acid, along with its potential cardio-metabolic benefits. Furthermore, the revised definition of NASH resolution has put elafibranor in the driver’s seat based on demonstrating significant effects on hepatocyte ballooning and inflammation in clinical trials. Elafibranor’s potentially cardio-protective profile will increase acceptance amongst physicians as well as payers, since cardiovascular diseases are the leading cause of deaths in NASH patients.

    It will be interesting to see how the NASH market shapes up in the next couple of years while we observe how the early phase candidates perform and progress. Nevertheless, NASH presents an immense untapped opportunity for drug developers able to demonstrate positive treatment outcomes.

    decisionresourcesgroup.com/drg-blog/n...
259 Posts
Pagina: 1 2 3 4 5 6 ... 13 »» | Laatste |Omhoog ↑

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