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Aandeel Galapagos AEX:GLPG.NL, BE0003818359

  • 27,180 19 apr 2024 17:35
  • -0,200 (-0,73%) Dagrange 26,860 - 27,280
  • 62.640 Gem. (3M) 81,1K

Galapagos mei 2020

4.897 Posts
Pagina: «« 1 ... 50 51 52 53 54 ... 245 »» | Laatste | Omlaag ↓
  1. C200 8 mei 2020 19:25
    quote:

    Al Kipone schreef op 8 mei 2020 19:20:

    dagelijks kieren als konijnen
    doen angst en beven zo verdwijnen
    Wat ben je weer leuk zeg.
    Kun je niet ff wat voor jezelf gaan doen i.p.v. dat slappe geouwehoer?
    Hiervoor zit ik niet op dit forum.

    Kom terug als je wat nuttigs te vertellen hebt. Over Galapagos bijvoorbeeld.
  2. forum rang 6 Raasgier 8 mei 2020 19:29
    quote:

    C200 schreef op 8 mei 2020 19:25:

    [...]

    Wat ben je weer leuk zeg.
    Kun je niet ff wat voor jezelf gaan doen i.p.v. dat slappe geouwehoer?
    Hiervoor zit ik niet op dit forum.

    Kom terug als je wat nuttigs te vertellen hebt. Over Galapagos bijvoorbeeld.

    Ik moet zeggen dat ik zat te genieten van de hogere poëzie van Kip, en dat de mijne daar eigenlijk niet tegenop kon.
  3. forum rang 4 Al Kipone 8 mei 2020 20:01
    quote:

    C200 schreef op 8 mei 2020 19:25:

    [...]

    Wat ben je weer leuk zeg.
    Kun je niet ff wat voor jezelf gaan doen i.p.v. dat slappe geouwehoer?
    Hiervoor zit ik niet op dit forum.

    Kom terug als je wat nuttigs te vertellen hebt. Over Galapagos bijvoorbeeld.

    ik weet dat je het liever anders wilt, en je laat niet na dit te herhalen, tot vervelens toe. Wellicht valt het je op dat het nauwelijks effect heeft? Ga met de vla, zeggen ze in Appelscha. Een tip?
  4. C200 8 mei 2020 20:33
    Van het andere draadje gepikt. Met dank aan Wall Street Trader

    Bryan Garnier & Co Galapagos (Buy) PT EUR 230

    An eventful year 2020 for Galapagos

    Cash burn guidance reduced in light of Covid-induced delays

    Yesterday evening, Galapagos reported its Q1 2020 figures marked by the impact of
    Covid-19 on the recruitment rate and trial starts. This led the company to revise down
    its cash burn guidance from EUR420m-450m to a range of EUR400-430m. Overall,
    Galapagos’ financial fundamentals are strong with a cash position amounting to
    EUR5.7bn at the end of March 2020 allowing the company to continue to grow the
    pipeline and deliver on the anticipated commercial launch of filgotinib in RA (PDUFA
    date : August 2020).

    Next catalyst: data from phase III SELECTION in UC

    We are optimistic about the forthcoming phase III SELECTION data, which should be
    presented in coming weeks. As a reminder, the phase IIb/III SELECTION study was
    initiated back in December 2016, evaluating filgotinib’s potential in 1,300 patients
    with moderate-to-severe ulcerative colitis. Co-primary endpoints are clinical
    remission at respectively week-10 and week-58 for the induction and maintenance
    periods. Overall, we are expecting filgo to be on par with Xeljanz’s efficacy (a JAK1-
    3 inhibitor) but with a superior safety profile. In comparison, Xeljanz reported a
    placebo-adjusted induction of clinical remission at week-8 in 10-13% of patients, and
    a pbo-adj maintenance of clinical remission at week-52 in 23% of the patients. We
    forecast USD6.5bn WW peak sales for filgo, including USD755m in UC.

    GLPG1972 ph II results could trigger Gilead opt-in decision

    The company expects to report top-line results from the ROCELLA phase IIb trial of
    ‘1972 in osteoarthritis in H2. Initiated back in June 2018, this trial has been fully
    recruited since June 2019, thus spared from the ongoing pandemic situation.
    Following completion of this study, Gilead could exercise a USD250m option to get US
    rights, plus up to an additional USD200m on achievement of certain endpoints and up
    to USD550m in potential milestones. We forecast USD4bn WW peak sales.

    ISABELA’ recruitment impacted, rest of IPF portfolio well on track

    Within the fibrosis portfolio, the company expects to report top-line results from
    PINTA ph II trial with ‘1205 in IPF and NOVESA ph IIa data of ‘1690 in SSc. Regarding
    ‘1690, Galapagos has already seen an impact on recruitment rates of the ISABELA
    phase III programme, for which the outcome of the futility analysis is anticipated for
    the first half of 2021 and top-line data for 2022.

    Toledo: ‘3970 prioritized over ‘3312

    Initially, the company was expecting to start a phase II with the 1st generation Toledo
    compound ‘3312 in ulcerative colitis during 2020. They have now decided to prioritize
    ‘3970 due to a superior profile, probably driven by a better safety profile given that
    ‘3312 suffered from undisclosed toxicity that prevented an oral delivery.
    Proof-ofconcept trials with ‘3970 should start in H2 with top-line results expected in H1 2021.
  5. C200 8 mei 2020 20:35
    Nog één, met dank aan avantiavanti:

    Barclays 7 mei 2020

    Galapagos 1Q20 first take: 2020 is on track

    Stock Rating/Industry View: Overweight/Positive
    Price Target: EUR 225.00

    All 2020 readouts are very importantly confirmed; wider timing window now on ISABELA next year in light of COVID-19 and prioritization of Toledo assets to be focus of tomorrow’s call

    Pushing forward towards commercialization

    Galapagos reported 1Q20 results this evening with most financial metrics in the same ballpark as our forecasts; the most important financial takeaway from the release is that operational cash burn for 2020 is now expected to be in the range of €400-430mm vs. the prior expectation of €420-450. The downward revision is primarily due to the temporary pause in recruitment for some ongoing phase 2 and 3 trials as a result of the COVID-19 pandemic (see: Galapagos: Pause to new filgotinib trial enrollment but SELECTION readout still on for 2Q (23/03/20)).

    We expect investors will mostly be focused on the regulatory and pipeline updates contained in the release:

    · Regulatory decisions for filgotinib in RA continue to be anticipated later in 2020 (this was affirmed by GILD last week; see: European Mid Cap Pharmaceuticals: Up late for West Coast biotech updates (readthroughs to GLPG, GMAB and UCB) (01/05/20))

    · SELECTION data for filgotinib in ulcerative colitis continues to be expected in 2Q20

    · The ROCELLA phase 2b trial of GLPG1972 in osteoarthritis continues to be expected in 2H20

    · The futility analysis of the phase 3 ISABELA trials of GLPG1690 in IPF is now expected in 1H21 vs. prior 1Q21: While we see an impact on recruitment rates due to COVID-19, mitigations such as virtual visits and direct shipment of medication to patients keep the trial running relatively smoothly for the more than 1,000 patients randomized to date

    · Top-line results of the NOVESA phase 2a trial of GLPG1690 in systemic sclerosis continues to be expected in 2H20

    · Recruitment in the PINTA phase 2 IPF trial of GLPG1205 was completed in early 2020 and top-line results are expected later this year

    · Toledo: phase 1 studies were completed in healthy volunteers with GLPG3312 and GLPG3970. Given the superior profile of GLPG3970, this asset will be prioritized. The start of several POC trials with GLPG3970 is expected in 2H20, with top-line results expected in 1H21

    We spoke to the company this evening, which indicated that whilst it very much hopes that the ISABELA readout will be in 1Q21, given the COVID-19 driven slowdown seen at some sites, Galapagos wanted to build in a bit more time into its guidance. Encouragingly, sites in Asia are picking back up again as the region recovers from its initial outbreak. Regarding the Toledo news, the profile seen from the phase 1 data in ‘3970 was just “all around better” than '3312 and this it makes sense to take the former forward and discontinue the latter.

    In our view, this is the kind of update where, if one wants to focus on something negative, one could certainly do so by being concerned regarding the ISABELA potential delay and the discontinuation of ‘3312, following the company’s prior enthusiasm regarding the asset. But we think that would be missing the forest for the trees. All aspects of what make 2020 a transformative year for the company continue to be in place, and a very significant readout is just around the corner in the SELECTION readout for filgotinib in UC, in our view. We look forward to learning more about how the company is thinking about becoming commercial as well as more details on the pipeline announcements on tomorrow’s call.
  6. [verwijderd] 8 mei 2020 20:48
    pfff even rustig, laat GLPG gewoon haar ding doen. We zitten er in toen de koers nog iets van eur 3 was, al langgg alle investering terug en nu gewoon lekker laten liggen. Gaat die koers naar 120 lachen we de ballen uit broek. En Van Herk ook met investering op eur 50, remember. Gaat die koers naar 250 juni 2021, lachen we nog harder. Nu de vrouw dan maar plezieren, handen in de nek.
  7. [verwijderd] 8 mei 2020 21:13
    quote:

    RW1963 schreef op 8 mei 2020 18:53:

    [...]

    Dan ben jij een angsthaas volgens sommigen. Ik vind het knap en wou dat het mij eens vaker lukte.

    Van de laatste zin begrijp ik helemaal niets :-)
    "angsthaas" : ik zie al eens een ekster aan voor een T-Rex. Vraag maar aan Kelewan...

    "ik dacht pertankst dat de batjes pas in augustus toegelaten zijn".

    juist, ik was even vergeten dat hier vooral Hollanders zitten op het forum. Mijn excuses, als domme Belg vergeet ik dat soms wel eens.

    De hulplijn "taal" geeft de volgende antwoorden :
    pertankst = nochtans.
    batjes = solden = koopjes.

    bij ons was er namelijk teen en tander te doen over de koopjesperiode die wettelijke geregeld, en feitelijk totaal omzeild wordt.
  8. forum rang 4 harvester 8 mei 2020 21:14
    quote:

    Raasgier schreef op 8 mei 2020 17:40:

    Stalen zenuwen, grote dalingen... waar gaat dit over? Ik ben de helft van mijn dagwinst van gisteren kwijt. Laat dat even op u inwerken: de helft van de dagwinst van gisteren. Met andere woorden: dit gaat nergens over...
    Eens.

    Pipeline development daar gaat het om en de goedkeuring van filgo.

    Het komt allemaal gestaag dichterbij.

    Daar is bij mij geen twijfel over.

    Jaren geleden was ik wel erg blij dat de koers steeg naar EUR 40.
    Ik hanteerde toen een behoorlijk leverage percentage.

    Dat is enorm gedaald. Is dus goed uitgepakt.
4.897 Posts
Pagina: «« 1 ... 50 51 52 53 54 ... 245 »» | Laatste |Omhoog ↑

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