Galapagos « Terug naar discussie overzicht

quote:

Sentiment schreef op 10 oktober 2019 20:20:

[...]Dit is geweldig nieuws, dat verklaart het koersverloop.

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lmr schreef op 10 oktober 2019 20:17:

Vacature Gilead:
Marketing Director - Inflammation

Gilead are a research-based biopharmaceutical company based in California and committed to discover, develop and commercialise innovative therapeutics in the areas of unmet medical needs. This will improve patient care in the areas that matter the most. Inflammation is one of our 4 therapy areas of focus, and we are advancing a pipeline of novel investigational agents for inflammatory diseases. Over time these will address multiple targets with potential application across a broad range of disorders. Our most advanced agent is a highly selective JAK1 inhibitor. This innovative molecule has now reported 3 Phase III studies that have successfully met their primary and secondary endpoints in Rheumatoid Arthritis, and thus support regulatory application in the EMA region in the near future.

Due to the anticipated regulatory authorisation of our JAK1 inhibitor in 2020, we are expanding our Team.

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"Succesfully met their secondary endpoints"
Toch vreemd dat de 52 weeks data nog niet gepubliceerd zijn maar Gilead al wel weet dat de secondary endpoints behaald zijn (waaronder 52 weeks metingen)

quote:

lmr schreef op 10 oktober 2019 20:17:

Inflammation is one of our 4 therapy areas of focus, and we are advancing a pipeline of novel investigational agents for inflammatory diseases.

quote:

lmr schreef op 10 oktober 2019 20:17:

Vacature Gilead:
Marketing Director - Inflammation

...
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"Succesfully met their secondary endpoints"
Toch vreemd dat de 52 weeks data nog niet gepubliceerd zijn maar Gilead al wel weet dat de secondary endpoints behaald zijn (waaronder 52 weeks metingen)

quote:

Raasgier schreef op 10 oktober 2019 20:47:

[...]

Wow! Gefeliciteerd met dit scoopje!

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KomMaarDoor schreef op 10 oktober 2019 21:18:

[...]
EMA filing is toch met de 24weeks gedaan?
Hoezo gaat de vacature nog over 52w data icm de EMA filing??

quote:

Santheman schreef op 10 oktober 2019 22:44:

seekingalpha.com/article/4295501-gala...
3 DAGEN OUD BERICHT

Galapagos: A Rare De-Risked Biotech Opportunity

Summary
Normal biotech companies are risky to invest in as a consequence of regular capital raises and uncertainty about future profits. The market discounts them based on these risks.

Galapagos' future cash flows get discounted accordingly. Analysts use a very high discount factor of 10-11%, which in my opinion is way too high as this is a de-risked company.

A very strong track record, much cash (70% of mkt cap), a rich pipeline and proximity to drug approvals are the main reasons why Galapagos is less risky.

As the market does not understand Galapagos' risks, buying Galapagos now provides a big opportunity. I see 35% upside based on a DCF valuation of Filgotinib, its most advanced drug.

This 35% upside is the de-risked base case. More risky read-outs from other high potential drugs could increase this upside significantly.

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moneymaker_BX schreef op 9 oktober 2019 16:46:

Laat Onno ons maar verrassen vanavond om 22.00 met vet goed Breaking Toledo nieuws
Zijn paradepaardje uiteindelijk en dat nieuws kan hij gewoon geven want Gilead heeft met Toledo niks van doen