Word abonnee en neem Beursduivel Premium
Rode planeet als pijlen grid met hoorntjes Beursduivel

BioPharma Terug naar discussie overzicht

ENCY

317 Posts
Pagina: «« 1 ... 11 12 13 14 15 16 »» | Laatste | Omlaag ↓
  1. [verwijderd] 26 juni 2007 17:26
    Gaat voorlopig niet de kant uit die ik gedacht had. Misschien bieden de aanstaande Q2 revs en een Amerikaanse partner wat soelaas en koersperspectief. Voorlopig nog even niet dus
  2. [verwijderd] 6 juli 2007 20:41
    Labopharm's FDA Troubles May Not Be All Its Doing >DDSSLast update: 7/6/2007 2:30:00 PM

    By Andy Georgiades
    Of DOW JONES NEWSWIRES
    TORONTO (Dow Jones)--Labopharm Inc.'s (DDSS) failure to get its once-daily formulation of painkiller tramadol approved in the U.S. by now, while frustrating for investors, may not be entirely its fault. Labopharm has said it has submitted two positive Phase III trials to the U.S. Food and Drug Administraion, one of which had a Special Protocol Assessment, or SPA. The company described an SPA as a "binding agreement between the FDA and the sponsor of a clinical trial stating that the study design meets the scientific and regulatory requirements of the FDA to support a new drug application." When Labopharm received its second approvable letter from the FDA in late May - which led to a 50% drop in the stock price - it revealed that the agency took issue with Labopharm's analysis of missing data related to subjects that dropped out of the trials. A follow-up meeting with the FDA late last month provided few answers, except that the company finally had a clear understanding of the statistical analysis demanded by the FDA and that an additional trial could be necessary if the existing data can't satisfy those requirements. Following discussions with management and having completed other research, National Bank Financial analyst Prakash Gowd suggested in a report Friday that Labopharm may have been a "victim" of a moving statistical target. "It appears that the statistical analysis required for approval was not one that was previously requested by the FDA either at the time of regulatory filing, or as part of the SPA," he wrote. "While this seems unfair to the company and to outside observers, unfortunately it is the FDA's prerogative to change its mind and to adjust its approval requirements, and is part of regulatory risk in drug development." Gowd believes that the FDA is treating dropouts differently from Labopharm. Specifically, the FDA's analysis treats all dropouts as a negative outcome, which makes it harder to achieve statistical significance. Using Labopharm's methods, the dropouts can actually make a positive contribution to the analysis, he wrote. If the FDA had a change of heart, this could help explain why Labopharm used the Formal Dispute Resolution Process in December, when it submitted a complete response to its first approvable letter. The attempt proved unsuccessful.

    Encysive Has Similar FDA Problems
    Labopharm wouldn't be the only company that feels the FDA changed the rules of the game during the game. On a recent conference call, executives of Encysive Pharmaceuticals Inc. (ENCY) complained that the FDA had "moved the goalposts" regarding the statistical analysis of one of its trials. Encysive had an SPA agreement with the FDA for its lung cancer drug, Thelin, which has been approved in such markets as Europe, Australia and Canada. But after three approvable letters from the FDA, the drug still hasn't been given the green light for a U.S. launch. One biotech watcher said Labopharm has demonstrated elsewhere that the drug can get approved, as it's received the okay from 23 countries so far. But the pain division at the FDA has proven "tough to gauge" at times. "The market cap has come down pretty dramatically. That's not pricing in a lot of success for the U.S. market," he said. "They'll get through. It's a question of when and what they'll need to get there," he said. The stock was trading around C$7 at the end of May as investors bet U.S. approval of tramadol was coming. In Toronto Friday, the stock is at C$3, valuing the company at C$160 million. Another biotech observer said a new trial appears highly likely at this point. "Most analysts seem to be satisfied it's just a question of running an additional study, but there may be other scenarios which are far worse," the observer said. While the drug's rapid onset of action has been considered a chief strength, it could also be a negative factor if it's contributing to unwanted side effects and patient dropouts, which may have precluded the FDA from approving the drug, the observer said. In addition, the observer said that, if another trial is performed and results still aren't good enough for the FDA, Labopharm may need to go back and rework its formulation. "That would be the worst-case scenario," the observer said. If a new trial is needed, Gowd said that would equate to a two-year delay, with a possible launch and approval pushed to the second half of 2009. "A late 2009 launch leaves little time for (marketing partner) Purdue to launch prior to potential genericization of the once-daily tramadol market by the Ultram ER generic," Gowd wrote. "It is also worth noting that Labopharm's initiation of an additional trial does not guarantee that it will be successful." He rates the stock sector perform with a C$3.75 target. Gowd doesn't own Labopharm stock; his firm hasn't had an investment-banking relationship with the company in the past 12 months. To date, only one formulation of once-daily tramadol has been approved by the FDA, and it was developed by Canada's Biovail Corp. (BVF). It's marketed by a unit of Johnson & Johnson (JNJ). Officials from Labopharm and the FDA weren't immediately available to comment. Company Web Site: www.labopharm.com -Andy Georgiades, Dow Jones Newswires; 416-306-2031; andy.georgiades@dowjones.com
  3. [verwijderd] 13 juli 2007 14:11
    Encysive Pharmaceuticals Provides Update for Thelin (Sitaxsentan Sodium)
    Friday July 13, 7:00 am ET

    HOUSTON, July 13, 2007 (PRIME NEWSWIRE) -- Encysive Pharmaceuticals Inc. (NasdaqGM:ENCY - News) today announced that the Company and officials from the U.S. Food and Drug Administration (FDA) held a formal Class A preliminary dispute resolution meeting regarding the June 15th approvable letter and the status of our New Drug Application (NDA) for Thelin(tm) (sitaxsentan sodium). Several members of Encysive's internal and external regulatory team attended the meeting with the FDA. In addition, Robyn J. Barst, M.D., Professor of Pediatrics at Columbia University College of Physicians and Surgeons, and Director, New York Presbyterian Hospital Pulmonary Hypertension Center and a principal investigator in the STRIDE-2 trial, attended the meeting.
    The Company originally submitted an NDA for Thelin to treat pulmonary arterial hypertension (PAH) in February 2005. In the June 15th approvable letter, the FDA concluded that Encysive's clinical development program for Thelin did not demonstrate significant evidence of efficacy needed for approval.

    This meeting complies with the FDA's guidance on dispute resolution requiring that a sponsor meet with the division reviewing its NDA prior to requesting formal dispute resolution. The Company expects to file a request for formal dispute resolution with the FDA in the near term.

    biz.yahoo.com/pz/070713/122868.html
  4. [verwijderd] 17 juli 2007 14:54
    Encysive Pharmaceuticals To Review Options To Boost Hldr Value
    Last update: 7/17/2007 7:17:39 AM
    DOW JONES NEWSWIRES Encysive Pharmaceuticals Inc. (ENCY) said Tuesday it hired Morgan Stanley (MS) to evaluate its strategic alternatives to maximize stockholder value. The Houston biopharmaceutical company said it doesn't expect to publicly disclose further information about the status of the review until a definitive transaction is entered into or the process is completed. -Steve Gelsi; 415-439-6400; AskNewswires@dowjones.com (END) Dow Jones NewswiresJuly 17, 2007 07:17 ET (11:17 GMT
  5. [verwijderd] 17 juli 2007 16:17
    quote:

    M.A.D.W. schreef:

    Ik heb er wat opgepikt op 1,90. Ik vind dit wel een goed bericht. En het aandeel is al fors gezakt.
    Och,weer mis,al 3% verlies al weer.Verdorie toch of was het om te shorten? 1,84
  6. [verwijderd] 17 juli 2007 16:20
    quote:

    zitoveraltussen schreef:

    [quote=M.A.D.W.]
    Ik heb er wat opgepikt op 1,90. Ik vind dit wel een goed bericht. En het aandeel is al fors gezakt.
    [/quote]Och,weer mis,al 3% verlies al weer.Verdorie toch of was het om te shorten? 1,84
    Jij bent trouwens wel ongeloofelijk ziek. Dat je heel de dag met anderen kan bezig houden. Je werkt zeker bij de belasting, die kunnen ook mensen zo lekker bezig houden.
  7. [verwijderd] 17 juli 2007 16:32
    quote:

    M.A.D.W. schreef:

    Sukkel ik heb nu ook op 1,86 bijgekocht. En er staat nog een kooporder op 1,80 klaar.
    Je bent zeer ongeloofwaardig vriend.Hij was blut zei ie door al zijn geld in crtx te hebben gestoken voor lange termijn en dit terwijl hij enkele weken ervoor nog riep dat ie nooit en nergens zijn geld voor lange termijn meer in zou steken na het insm fiasco.
  8. [verwijderd] 17 juli 2007 16:41
    quote:

    zitoveraltussen schreef:

    [quote=M.A.D.W.]
    Sukkel ik heb nu ook op 1,86 bijgekocht. En er staat nog een kooporder op 1,80 klaar.
    [/quote]Je bent zeer ongeloofwaardig vriend.Hij was blut zei ie door al zijn geld in crtx te hebben gestoken voor lange termijn en dit terwijl hij enkele weken ervoor nog riep dat ie nooit en nergens zijn geld voor lange termijn meer in zou steken na het insm fiasco.
    Sukkel ik heb mijn meeste geld in CRTX zitten. Ik heb echter een deel om te traden. Maar dit is niet erg veel. Maar goed ik praat niet meer met je want je bent een sukkel.
    Kras op!!!!!
  9. [verwijderd] 17 juli 2007 16:44
    Maar goed laten we het weer over ENCY hebben. Ze willen overgenomen worden en marktwaarde creeren voor de aandeelhouders. Dit lijkt me zeer goed nieuws en dit kan de koers het zetje geven om weer in een uptrend te geraken.
  10. [verwijderd] 17 juli 2007 19:08
    Zou me niet verbazen als ENCY boven de 2 dollar eindigd in de namiddag. Er zijn heel wat shorters in het aandeel. Als ze eenmaal gaan coveren dan kan het hard gaan.
  11. [verwijderd] 17 juli 2007 20:48
    Kom net terug en zie 2,07 op de borden. Zal morgen nog wel veel hoger gaan denk ik. Er staan veel shorts uit en met de komende buyout kan de koers flink opgezweept gaan worden.
  12. [verwijderd] 17 juli 2007 21:10
    quote:

    zitoveraltussen schreef:

    [quote=M.A.D.W.]
    Kom net terug
    [/quote]Waar vandaan?
    Je wilt echt alles van me weten. Maar ik zal het je vertellen. Ik heb net 2 uur in het bos gemountainbiked. Dus daarom was ik weg, dus de surprice was groot.
    Het nieuws van ENCY van vandaag is erg goed. Vanaf nu kan in principe elke dag nieuws over een buyout komen. Dit geeft veel speculatie voor traders. Duis de shorters hebben nu een echt probleem. Kortom nu lekker achterover leunen en afwachten wat komen gaat.
  13. [verwijderd] 17 juli 2007 21:14
    He ik hoor trouwens niks over mijn goede trades. Gisteren 50% winst op CBMC. Vorige week 50% winst op POWN. Vandaag DEPO verkocht met 15% winst en winst op ENCY. Waarom hoor ik je daar niet over. Je kan alleen maar reageren als een aandeel in de min staat.
    Dus geef me nu dan ook maar een compliment met mijn winsten. Ik wed dat je dat niet kunt.
317 Posts
Pagina: «« 1 ... 11 12 13 14 15 16 »» | Laatste |Omhoog ↑

Neem deel aan de discussie

Word nu gratis lid van Beursduivel.be

Al abonnee? Log in

Direct naar Forum

Zoek alfabetisch op forum

  1. A
  2. B
  3. C
  4. D
  5. E
  6. F
  7. G
  8. H
  9. I
  10. J
  11. K
  12. L
  13. M
  14. N
  15. O
  16. P
  17. Q
  18. R
  19. S
  20. T
  21. U
  22. V
  23. W
  24. X
  25. Y
  26. Z
Forum # Topics # Posts
Aalberts 466 7.001
AB InBev 2 5.481
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.582 51.201
ABO-Group 1 22
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 264
Accsys Technologies 23 10.528
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 188
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 17.649
Aedifica 3 901
Aegon 3.258 322.664
AFC Ajax 538 7.086
Affimed NV 2 6.287
ageas 5.844 109.885
Agfa-Gevaert 14 2.048
Ahold 3.538 74.293
Air France - KLM 1.025 34.997
AIRBUS 1 11
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.036
Alfen 16 24.332
Allfunds Group 4 1.468
Almunda Professionals (vh Novisource) 651 4.251
Alpha Pro Tech 1 17
Alphabet Inc. 1 405
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.813
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.835 242.732
AMG 971 133.088
AMS 3 73
Amsterdam Commodities 305 6.686
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 485
Antonov 22.632 153.605
Aperam 92 14.933
Apollo Alternative Assets 1 17
Apple 5 380
Arcadis 252 8.731
Arcelor Mittal 2.033 320.577
Archos 1 1
Arcona Property Fund 1 286
arGEN-X 17 10.288
Aroundtown SA 1 219
Arrowhead Research 5 9.716
Ascencio 1 26
ASIT biotech 2 697
ASMI 4.108 39.082
ASML 1.766 106.058
ASR Nederland 21 4.451
ATAI Life Sciences 1 7
Atenor Group 1 470
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 13.610
Axsome Therapeutics 1 177
Azelis Group 1 64
Azerion 7 3.390

Macro & Bedrijfsagenda

  1. 07 februari

    1. Aperam Q4-cijfers
    2. Orange Belgium Q4-cijfers
    3. Crédit Agricole Q4-cijfers (Fra)
    4. TotalEnergies Q4-cijfers (Fra)
    5. Novo Nordisk Q4-cijfers (Dee)
    6. Industriële productie december (Dld)
    7. Handelsbalans december (Dld)
    8. Harley-Davidson Q4-cijfers (VS)
    9. Banengroei en werkloosheid januari (VS) Banengroei: 170K, werkloosheid: 4,1%, uurlonen: +3,8% YoY volitaliteit verwacht
    10. Consumentenvertrouwen (Universiteit v Michigan) februari vlpg (VS)
de volitaliteit verwacht indicator betekend: Market moving event/hoge(re) volatiliteit verwacht