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insidebusiness schreef op 28 oktober 2016 14:30 :
omnaneus verklaar je nader want jij bent de enige die zegt dat vertrouwen weg is , vertrouwen van fagron was weg in augustus/juli 2015 toen fagron nog een koersdoel van 40€ per aandeel had. Het vertrouwen in fagron begint nu pas terug te komen.
Mensen die zeggen dat de gezondheidszorg een slechte sector is die moeten dringend eens naar school gaan!
De rente en inlatie gaan omhoog. Dat betekend dus wat extra koersdruk ook voor fagron. Daarom de koers van 9 euro. Sentiment dus.
sappas schreef op 28 oktober 2016 14:45 :
[...]
Omaneus je hebt volgens mij niet veel gevoel voor aandelen en je neus werkt niet al te goed :-)
Bij Ordina zeg je steeds we gaan naar de 3 euro, als ik vraag naar een onderbouwing dan ben je niet thuis.
Bij Fagron riep je eerst onder de 9 euro koop ik en nu onder de 8 euro, ook weer geen onderbouwing.
Groetjes,
Sapppas
Voor ordina heb ik al reeds me onderbouwing gegeven. lees maar eens goed terug.
omaneus schreef op 28 oktober 2016 15:22 :
[...]Voor ordina heb ik al reeds me onderbouwing gegeven. lees maar eens goed terug.
Sorry dan heb ik dit gemist, welke dag was dit dan en op welke thread? Groetjes, Sappas
Trollen is ook een sport natuurlijk, ze hebben het Fagron forum gevonden :) Gelukkig trekt ieder zijn eigen plan. Iemand nog wijzigingen in de short positie gezien? Huidige koers is natuurlijk een lachtertje. De financieringen liggen een aantal jaren vast bij Fagron, dus van stijgende rente hebben ze voorlopig even geen last. Nieuwe financieringen gaan ze aan bij aankomende acquisities, dit creëert vervolgens weer aandeelhouderswaarde. Voorzieningen zijn keurig op peil (is gebleken uit de Q3 cijfers) en er is een groeiende markt buiten Europa. Sales in Zuid-Amerika en US moeten wel gaan knallen de komende jaren om verder te groeien, hier ligt wel wat onzekerheid nog.
sappas schreef op 28 oktober 2016 15:34 :
[...]
Sorry dan heb ik dit gemist, welke dag was dit dan en op welke thread?
Groetjes,
Sappas
dat is weer wat geleden. Maar kijk maar terug als je voldoende tijd hebt om het gehele draadje te lezen.
Sector nieuws; Sanofi : FDA Rejects Sanofi-Regeneron Arthritis Drug Over Plant Deficiencies share with twitter share with LinkedIn share with facebook share via e-mail 0 10/28/2016 | 10:21pm CEST By Maria Armental U.S. health regulators have rejected a promising rheumatoid arthritis treatment being developed jointly by Sanofi SA and Regeneron Pharmaceuticals Inc. over deficiencies found at a French plant, the companies said Friday. Sanofi, which had disclosed the deficiencies earlier in the day when it released third-quarter results, has submitted a plan to correct the issues, the companies said. The issues raised by the Food and Drug Administration during an inspection of a Sanofi facility where sarilumab syringes are filled, have nothing to do with the safety or efficacy of the drug, sarilumab, Regeneron said. The companies didn't indicate when the inspection took place or disclosed information about the corrective actions submitted to the FDA. In a conference call to discuss the third-quarter results, Sanofi Chief Executive Olivier Brandicourt said the company disclosed the setback since the timing of the earnings report was two days before the date by which the FDA was slated to make a determination on the drug. Asked whether the manufacturing issues could affect dupilumab, an eczema drug that Sanofi is also developing with Regeneron, Mr. Brandicourt said the companies expect the issues to be resolved before the March 29 date by which the FDA is expected to rule on the drug. "In addition, we have redundant capabilities if necessary," Mr. Brandicourt said, according to a FactSet transcript. Sanofi's ADRs rose 4% to $38.79 while Regeneron shares fell 3% to $354.99. Write to Maria Armental at maria.armental@wsj.com
hire : Files 8K - Other Events share with twitter share with LinkedIn share with facebook share via e-mail 0 10/28/2016 | 09:59pm CEST Shire PLC (SHPG) filed a Form 8K - Other Events - with the U.S Securities and Exchange Commission on October 28, 2016. Shire plc has issued the press release attached hereto as Exhibit 99.1 which is incorporated by reference herein. The full text of this SEC filing can be retrieved at: www.sec.gov/Archives/edgar/data/93640... Any exhibits and associated documents for this SEC filing can be retrieved at: www.sec.gov/Archives/edgar/data/93640... Public companies must file a Form 8-K, or current report, with the SEC generally within four days of any event that could materially affect a company's financial position or the value of its shares.
Exclusive - Germany's Merck explores sale of biosimilar drug business: sources share with twitter share with LinkedIn share with facebook share via e-mail 0 10/28/2016 | 08:36pm CEST German chemicals and pharmaceuticals company Merck KGaA (>> Merck KGaA) is exploring a sale of its biosimilars unit, according to people familiar with the matter, as that business faces fierce competition from larger players in the sector. German chemicals and pharmaceuticals company Merck KGaA (>> Merck KGaA) is exploring a sale of its biosimilars unit, according to people familiar with the matter, as that business faces fierce competition from larger players in the sector. Biosimilars, the biotechnology-based equivalents of generic drugs, have become increasingly popular amid a drive to curb price increases. Stefan Oschmann, however, who took over as Merck's CEO earlier this year, has been focused on finding ways to safeguard his company's leading position in the multiple sclerosis market. Its top selling drug in this space is Rebif. Merck has hired investment bank JPMorgan Chase & Co (>> JPMorgan Chase & Co.) to sound out potential buyers for the biosimilar business, the people said on Friday. There is no guarantee that the discussions will result in any deal, they added. Merck's biosimilars business could be worth as much as $1 billion because of its long-term sales potential, the people said. The sources asked not to be identified because the deliberations are confidential. Merck, which is independent of U.S. drug marker Merck & Co Inc (>> Merck & Co., Inc.), declined to comment. A JPMorgan spokeswoman offered no immediate comment. Merck's biosimilar business includes a drug in advanced clinical trials that is a competitor to AbbVie Inc's (>> AbbVie Inc) popular arthritis treatment Humira. The unit also has several early-stage compounds. Merck is facing off against several larger competitors, including Pfizer Inc (>> Pfizer Inc.) and Novartis AG (>> Novartis AG), both of which have won regulatory approval for biosimilar drugs. Biosimilars have become an increasing area of focus for investors and industry executives in the past year, as regulators have begun approving a handful of compounds in the United States. Biosimilars are more complex than traditional drugs, requiring genetically engineered proteins. The U.S. Food and Drug Administration was not allowed to consider generic versions of biologic drugs until U.S. President Barack Obama's Affordable Care Act was enacted in 2010. So far, the FDA has approved four biosimilar drugs, most recently a competitor for Humira made by Amgen Inc (>> Amgen, Inc.). There are more than 60 biosimilars awaiting approval. More of those drugs are expected to be approved in the coming years, as biologic drugs representing more than $30 billion in sales will lose their patent protection between now and 2020, according to data from IMS Health. In Europe, where biosimilars were approved by regulators as early as 2006, more than 21 biosimilars made by 14 companies have been approved. (Reporting by Carl O'Donnell and Greg Roumeliotis in New York; Editing by Matthew Lewis) By Carl O'Donnell and Greg Roumeliotis Stocks treated in this article : JPMorgan Chase & Co., Amgen, Inc., Merck & Co., Inc., Merck KGaA, Novartis AG, AbbVie Inc, Pfizer Inc.
Sales of AbbVie's Humira Miss Expectations share with twitter share with LinkedIn share with facebook share via e-mail 0 10/28/2016 | 03:56pm CEST Drugmaker AbbVie Inc. posted higher revenue and profit in its latest quarter, boosted by rising sales of its blockbuster anti-inflammatory drug, Humira. The drug's sales increased 11% to $4.06 billion, representing nearly two-thirds of AbbVie's revenue. However, the growth wasn't enough to meet expectations of analysts polled by FactSet, who forecast sales of $4.17 billion. As a result, AbbVie shares fell 4% to $59 in premarket trading amid concerns about the company's key product. Humira is facing increasing competitive pressure. In August, AbbVie filed a patent-infringement lawsuit against rival Amgen Inc., seeking to block sales of a lower-priced replica of Humira. AbbVie's legal challenge was an expected step under the federal law that aimed to bring price competition to expensive biotech drugs by allowing for copies known as biosimilars. The law, the Biosimilar Price Competition and Innovation Act, established a mechanism for companies to secure approval of biosimilars without doing all the testing a new medicine would require. Over all for the quarter, AbbVie posted a profit of $1.6 billion, or 97 cents a share, up from $1.24 billion, or 74 cents a share, a year earlier. Excluding certain items, per-share profit rose to $1.21 from $1.13, topping the average analyst estimate by a penny. Total revenue jumped 8.2% to $6.43 billion, below the estimate of $6.56 billion by analysts surveyed by Thomson Reuters. AbbVie also revised its earnings forecast for the year. AbbVie now expects per-share profit of $3.74 to $3.76 and adjusted per-share earnings of $4.80 to $4.82. In the prior quarter, the company had expected per-share earnings of $3.82 to $3.92 and adjusted per-share earnings of $4.73 to $4.83. AbbVie also increased its quarterly dividend to 64 cents from 57 cents, payable Feb. 15 to shareholders of record Jan. 13. Write to Ezequiel Minaya at ezequiel.minaya@wsj.com
A/S : Shares Dive on Lower Forecast share with twitter share with LinkedIn share with facebook share via e-mail 0 10/28/2016 | 04:46am EDT Shares in Novo Nordisk A/S plummeted Friday as the Danish pharmaceutical company slashed its long-term growth target, despite reporting a forecast-beating 17% rise in third-quarter net profit. The company reduced its long-term guidance and narrowed its sales and operating profit outlook for 2016 due to a difficult U.S. market. Its shares were trading 15% lower Friday morning. It now expects 2016 sales growth of 5% to 6% from earlier guidance of 5% to 7%, and operating profit growth of 5% to 7% from 5% to 8%, both measured in local currencies. The preliminary outlook for 2017 indicates low single-digit growth in sales and flat to low single-digit growth in operating profit, in local currencies, it said. "In terms of long-term financial targets, Novo Nordisk no longer deems it achievable to reach the operating profit growth target of 10% set in February 2016," it said. "As a result, the target has been revised and Novo Nordisk is now aiming for an average operating profit growth of 5%." In a further move to become more competitive, the pharmaceutical firm said it has revised its R&D strategy and priorities, and won't progress its current development projects within oral insulin and related combinations. Net profit for the three months ended Sept. 30 rose to 9.8 billion Danish kroner ($1.44 billion) from 8.38 billion kroner in the same period last year. Analysts polled by FactSet had expected net profit of 9.46 billion kroner. Sales rose to 27.54 billion kroner from 26.79 billion kroner in the year-earlier period, missing analysts' expectations of 28.01 billion kroner. Write to Dominic Chopping at dominic.chopping@wsj.com
insidebusiness schreef op 28 oktober 2016 14:30 :
omnaneus verklaar je nader want jij bent de enige die zegt dat vertrouwen weg is , vertrouwen van fagron was weg in augustus/juli 2015 toen fagron nog een koersdoel van 40€ per aandeel had. Het vertrouwen in fagron begint nu pas terug te komen.
Mensen die zeggen dat de gezondheidszorg een slechte sector is die moeten dringend eens naar school gaan!
Het is correct dat er in 2015 een koers van ca. 44€ is gehaald. Je moet echter vanaf 2016 rekening houden met meer aandelen. Dit is vanwege de emissie verhoogd van ca. 32 miljoen naar ca. 72 miljoen aandelen. Uitgaande van eenzelfde beurswaarde komt de 44€ van vorig jaar nu overeen met ca. 20€.
JacobusJW schreef op 26 oktober 2016 17:49 :
[...]
Er waren gisteren geen wijzigingen in de shortposities. Het blijft dus 1,79% verdeeld over 3 partijen.
Het rotzooien/middelen duurt nog even. (tot ze quite spelen?)
Er waren tot en met donderdag geen wijzigingen in de shortposities.
toch besloten een kleine positie put opties te schrijven voor december. Wanneer Fagron de 3de vrijdag van december boven de 10 staat ontvang ik een rendement van 28% in twee maanden tijd. Staat Fagron tegen die tijd onder de €9,- maak ik verlies op de positie en zal ik de ontvangen aandelen voor de lange termijn vasthouden om de positie alsnog met een positief rendement af te sluiten. We zullen zien of we die €12,- kunnen halen in december ;)
Azola, Mijn Engels is niet zo goed, maar wat ik ervan kan maken lijkt me positief. Wat is jouw mening daarover? Hoop van je te horen. BVD PM
Blijkbaar toch niet zo positief allemaal, of zijn het weer de shorters... Had wellicht toch moeten verkopen op 10.30. Nu maar weer afwachten!
Chan Tess Gewoon vasthouden, met deze geringe aantallen kan het alleen maar een tijdelijke dip zijn. Binnenkort staan we weer boven de 10 Neerwaarts risico beperkt. Opwaarts potentieel 80 tot 100%. Eind dit jaar 12 euro is mijn persoonlijk koersdoel. Groet PM
Ben benieuwd of de Shorters op 9.12 aan hun zelf gaan leveren met als doel de koers naar de 9 en verder richting 8 te brengen. Ik reken er op dat rond en onder de 9 de kooplust sterk gaat toenemen. Groet PM
Omaneus We hebben jouw 9 inmiddels gehaald PM
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