Ontvang nu dagelijks onze kooptips!
word abonnee
sluiten ✕
Terug naar discussie overzicht
abelheira schreef op 23 februari 2020 10:13 :
En ik die dacht dat het "analyst reports" draadje enkel bedoeld was om analist rapporten te publiceren!
Ook dit draadje is nu besmet.
Inderdaad, en vooral dat in vorig halfjaar hier een ganse serie zeer interessante zeer goed uitgewerkte analistenrapporten verschenen zijn met alle mogelijke inschattingen van de pipeline. Dus, alstublieft, shut up, laat hier de baan vrij aan avantiavanti en wall street trader, en ga mekkeren op het maanddraadje.
Beursblik: Jefferies verhoogt koersdoel Galapagos FONDS KOERS VERSCHIL VERSCHIL % BEURS Galapagos 249,50 0,00 0,00 % Euronext Amsterdam (ABM FN-Dow Jones) Jefferies heeft maandag het koersdoel voor Galapagos flink verhoogd van 175,00 naar 225,00 euro bij een ongewijzigd Houden advies. Analist Peter Welford blijft in het succes van filgotinib voor de behandeling van reumatoïde artritis geloven. Wel is Welford van mening dat een positief resultaat voor de Fase IIb/III SELECTION studie voor de behandeling van ulceratieve colitis met filgotinib in het tweede kwartaal van 2020 grotendeels ingeprijsd is. Na de recente rally van het aandeel en met een "aantoonbaar" neerwaarts risico, besloot Jefferies het advies op Houden te laten. Het aandeel Galapagos sloot vrijdag 2,8 procent hoger op 249,50 euro. Door: ABM Financial News.info@abmfn.nl Redactie: +31(0)20 26 28 999 © Copyright ABM Financial News B.V. All rights reserved.
JefferiesGalapagos No Man is a (Galapagos) Island; Recent Outperformance Reinforces Hold Rating PRICE TARGET (PT) €225.00 (from €170.00) 24 February 2020Key Takeaway Filgotinib approvals for RA in 2H are widely anticipated. We remain confident in blockbuster potential, increasing our probability to 100%. However, we believe a positive outcome for pivotal ulcerative colitis data in 2Q20E is largely assumed, whilst upcoming pipeline readouts are high risk, notably '1690 in sclerosis and '1972 in osteoarthritis. With the recent stock move leaving insufficient upside and riskarguably skewed to the downside we retain our Hold.
Stifel 24 februari 2020Shares Still Poised for Upside Despite Huge Move Post the GILD Deal; Increasing TP to $298 (from $188) Summary Following GLPG's 4Q19 report, we reiterate our Buy and increase our TP to $298 from $188. With GILD fully behind GLPG, filgotinib (filgo) UC data approaching (2Q20), expected filgo RAapprovals in US, EU and Japan (2H20), multiple P2 PoC read-outs in 2H20 (IPF, OA, SSc),anticipated Toledo program updates (including targets), and a huge balance sheet (>$6B cash) to dramatically accelerate the clinical pipeline (80 total clinical trials in FY20), we think GLPG still has upside despite the recent big move. Two changes to our model drove our TP increase: 1) we increased our assumed filgo price to match ABBV’s Rinvoq; and 2) we increased our PoS for filgo in UC to 75% from prior 60%, since we believe the JAK class is likely effective here (Xeljanz is approved for UC). Filgo’s best-in-class profile (lower DVTs; +Hb; +platelets) should support a solid RA launch and differentiate in other indications.
Bernstein 24 februari 2020 Galapagos NV Rating Market-Perform Target Price GLPG.NA 180.00 EUR (160.00 OLD)GLPG: Post 4Q19 - Wait for the UC data to pass, negative risk/reward into filgo approval and launch
Nu zeg, ze hollen zo weer allemaal achter elkaar aan met de koersdoelverhogingen. Stifel nu met omgerekend €275 het hoogste koersdoel afgegeven. Verder viel me op dat Bernstein uitgaat van approval in RA eind mei?!
Bryan Garnier & Co Galapagos (Neutral) PT EUR235 vs. EUR185 24 February 2020Strong momentum likely to continue in 2020 R&D’s effort and filgo’s launch will drive OPEX this year Galapagos announced Thursday evening their financial results following a transformational year for the company. Group revenues reached EUR895.9m (cs: EUR825m) while OPEX surged to EUR526m (cs: EUR499m) resulting in an operational cash burn of EUR334m within the guided range. At the end of December 2019, cash and cash equivalents amounted to an impressive EUR5.78bn (cs: EUR5.6bn). For 2020, the co. is expecting a strong increase of its cash burn mainly driven by a significant increase in R&D costs of 35%-40% as well as expenses related to filgonitib’s commercial launch costs in EU5 and Benelux. It should lead to an operating cash burn between EUR420m and EUR450m (including filgotinib milestones).
H.C. Wainwright 24 februari 2019GLPG: Staying the Course for Now and Raising Target to $302
avantiavanti schreef op 24 februari 2020 14:36 :
H.C. Wainwright 24 februari 2019
GLPG: Staying the Course for Now and Raising Target to $302 Looks like they made a mistake in their Cashflow statement.
avantiavanti schreef op 24 februari 2020 14:36 :
H.C. Wainwright 24 februari 2019
GLPG: Staying the Course for Now and Raising Target to $302 dd 24 februari 2020 natuurlijk
Credit Suisse van 183 naar 220 euro
Cantor Fitzgerald Galapagos (Neutral) PT $192 Galapagos downgraded to Neutral on valuation at Cantor Fitzgerald. Cantor Fitzgerald analyst Eliana Merle downgraded Galapagos to Neutral from Overweight with a price target of $192, up from $187. The analyst cites valuation for the downgrade as she believes current share levels provide "appropriate credit" to the company's pipeline. Readouts in the second half of 2020 could be a "significant source of optionality," but it is hard to get confidence on these readouts greater than what is reflected in the stock price, Merle tells investors in a research note. Analisten van Cantor Fitzgerald hebben hun advies voor biotechbedrijf Galapagos verlaagd naar neutral, waar dat eerder nog overweight was. Volgens de marktvorsers is de koers van het aandeel nu een goede weerspiegeling van de achterliggende waarde. Het is volgens de analisten nog te vroeg om veel waarde toe te kennen aan de medicijnkandidaten van Galapagos voor aandoeningen als artrose, idiopathische longfibrose en ontstekingen op basis van de gegevens die nu beschikbaar zijn. Als de gegevens uit vervolgonderzoeken positief zijn, kan de koers van het aandeel nog "aanzienlijk omhoog".
Nomura Instinet samenvatting Galpagos NV Buy Dearth of Upside Opportunities as Risky IPF Franchise Is Already Priced In, by Our Estimates February 25, 2020 Galapagos reported 4Q/YE19 earnings, ending the year with €5,780.8mn in cash and equivalents. 2020 operational cash burn is guided to €420-450mn, which includes €200mn in milestone payments related to filgotinib approval in RA in various regions. R&D costs are expected to be up 35%-40%, due to increases in filgotinib cost share (from 20%-50%) and investments in early-stage/discovery pipeline assets. We are revising our target price to $290/share up from $209/sh , which is stretching the limit of valuation, in our view. Near-term risks remain around the IPF franchise ($18 of our TP) and TOLEDO program ($12 of our TP; target yet to be announced). Sources of upside appear to be increasingly limited, as risky IPF and TOLEDO come into focus. Up Next: filgotinib data in UC 2Q20 (derisked somewhat by upadacitinib data in Crohn's; ‘1972 data in OA in 2H20; PINTA (‘1205 in IPF) and NOVESA (‘1690 in SSc) in 2H20. UC Data Next: IBD is less competitive space for filgo vs. RA, and we estimate that longer duration of use vs. current IBD biologic may see upside to consensus estimates. IPF Franchise: Programs Mostly Priced In, by Our Estimates. GLPG has two IPF assets in clinical trials: ‘1690, an autotaxin inhibitor, in the Ph3 ISABELA trials (futility analysis in 1Q21), and ‘1205, a GPR84 inhibitor, in a Ph2 trial (PINTA). We view IPF as an inherently risky indication, due to an incomplete understanding of disease pathogenesis. Further, safety concerns around autotaxin inhibition remain, due to the short duration of the Ph2 trial (autotaxin and LPA are highly expressed in the CNS; dysfunctional autotaxin expression and LPA signaling have been implicated in AD, which may suggest CNS safety issues would only be apparent with long-term usage of an autotaxin inhibitor; see publication here; historically, other clinical assets targeting this pathway also resulted in CNS AEs). One-third of the pts in ISABELA will have reached the 52-week primary endpoint by the futility analysis in 1Q21. DSMC has regular access to unblinded safety data and has not flagged issues; 1Q21 decision will be a “go/no go decision” with few other details. PINTA and GPR84 Inhibition: Oppty. for Combo Use with ‘1690; Competitor Drug with Less Affinity Showed Good Safety. Competitor Prometric reported Ph2 data from its trial of PBI-4050 (GRP84 targeted agent) in IPF.
Status analisten na FY19. Aantal downgrades, maar meeste tp's up vooral gebaseerd op Filgotinib. Bijlage: implied valuation BAML Sell € 195.41 Barclays Buy € 225.00 Bernstein Hold € 180.00 Berenberg Buy € 225.00 Bryan, Garnier Buy € 235.00 Cantor Hold € 176.51 Citi Hold € 190.00 Cowen Buy NA Credit Suisse Hold € 220.00 Goldman Sachs Hold € 108.00 H.C. Wainwright & Co. Buy € 277.06 Jefferies Hold € 225.00 JP Morgan Hold € 185.00 KBC Securities Hold € 189.00 Kempen & Co. Buy € 230.00 Leerink Buy € 216.32 Morgan Stanley Hold € 202.18 Instinet Buy € 266.60 Petercam Hold € 185.00 Raymond James Hold NA RBC Hold € 148.57 Stifel Buy € 274.57 UBS Hold € 194.00 Average € 207.06
super mooi overzicht en bijlage. Veel dank voor het uitzoeken.
Sum of the parts valuation per GLPG share from various investment banks. (March 03, 2020)
Thanxs ! Vooral die Goldman Sucks (per 15 november 2019) is erg leuk. Waarschijnlijk zijn ze vergeten de floppy disk in hun centraal computer systeem te vervangen...
Barclays 3 maart 2020 Stock Rating OVERWEIGHT Unchanged Industry View POSITIVE Unchanged Price Target EUR 225.00 UnchangedGalapagos Right back where we started (this year) from
GALAPAGOS De CEO houdt de moed er zoals altijd goed in: ‘We undoubtedly had a transformational year in 2019, but firmly believe that this is just the beginning ’
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)