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Sanofi, Sanofi en nog eens Sanofi

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  1. [verwijderd] 22 april 2009 16:37
    "DE markt " , weet al maanden dat er geen overnamegesprekken in het spel zijn.
    Vandaar de kaasschaafmethode om het aandeel terug te zetten.
    Ik heb al vaak genoeg hier vermeld , dat ingeval overnamegesprekken er geldinstroom zou moeten zijn, dus koersverhogend effect.

    Sinds begin feb zijn er 28 mln aandelen omgezet.
    Dat zou een fors verhogend effect moeten hebben gehad ingeval : Overname "imminent ".

    Mooi niet dus.

    Ik hou het maar op de grafieken : Die liegen in ieder geval niet.
  2. [verwijderd] 22 april 2009 16:50
    Ordertjes als 14, 12, 10 stuks, ja zelfs 1 stuks aandeeltjes vliegen je om de oren alsof het wespen zijn op een mooie zomerdag in augustus.
    Dit geeft mij toch het gevoel dat er wat speelt.

    Laatst stond er in het orderboek het geweldige aantal van 112 stuks met, op dat moment, een omzet van 112.112, tja je kunt het toeval noemen, maar in de financiele wereld is er volgens mij geen toeval.

    Gewoon beet houden en lekker laten liggen, want er staat wat op til!

    Greetz,

    Iggy.

  3. flosz 22 april 2009 19:41
    UPDATE 2-Sanofi Pasteur sees sales up 8-12 pct
    CEO sees Sanofi Pasteur sales grow 8-12 percent in 5-7 yrs
    * Expects R&D spending at some 15 percent of sales this year
    * Expects Crucell to go on as independent company for now
    * Says Shantha Biotech "type" it could do partnerships with
    * Share off lows, trades 0.33 percent lower
    (Adds more CEO comments, context)
    By Caroline Jacobs and Noelle Mennella
    PARIS, April 22 (Reuters) - Sanofi Pasteur expects its sales to grow 8 percent to 12 percent a year in the medium term as it aims to launch several promising vaccines, including one for dengue fever, the head of the vaccines maker said.
    Pharmaceutical companies like Sanofi Pasteur's parent, Sanofi-Aventis, are targeting the booming vaccines market that, due to the high level of R&D, makes it hard for generic drugmakers to launch cheaper copies.
    Lyon-based Sanofi Pasteur is eyeing partnerships, chiefly in India and China, as well as small- to mid-sized takeovers, although no announcements are imminent, its Chief Executive, Wayne Pisano, told Reuters in a telephone interview.
    "We're looking at either partnerships to gain access to markets or products," he said. "We always open to looking at acquisition candidates."
    Dutch vaccine maker Crucell has come up as a possible target for Sanofi Pasteur as both are involved in several partnerships. Recent unconfirmed reports said Sanofi Pasteur could buy a majority stake in India's Shantha Biotech.
    Pisano did not foresee a new near-term partnership deal with Crucell or an acquisition. "I think at this point Crucell will continue to operate as an independent company," he said.
    Sanofi Pasteur is looking to expand its presence in emerging markets, particularly in the world's most populated countries China and India, where vaccines have ample room for growth.
    In the Asia Pacific region, Sanofi-Aventis and Pasteur are pooling their sales forces, giving Sanofi Pasteur access to a much wider network to promote its products. This pooling should yield "significant" benefits by 2010, Pisano said.
    PARTNERS IN INDIA
    Pisano said Sanofi Pasteur would be looking for partners in India. Calling Shantha Biotech a "very good" vaccine company, he added: "Today we don't have any relation with them but they are the type of company we could do partnerships with."
    "Today we don't have any relation with them but they are the type of company we could do partnerships with," he said.
    Sanofi Pasteur, whose vaccines protect against 20 diseases like flu, cholera and whooping cough, intends to spend 15 percent of its sales on R&D this year -- the same level as in 2008 when sales rose nearly 10 percent to 2.9 billion.
    For the first quarter of this year, Pisano said "sales went pretty much as expected" as the Pentacel pediatric vaccine continued to show "a very strong uptake". Sanofi-Aventis' first-quarter earnings are due on April 29.
    Among Sanofi Pasteurs' most promising candidate products, Pisano ranked its vaccine against dengue fever, as "the one product in the pipeline that has true blockbuster potential".
    Annual sales could be at least 1 billion euros or more if the vaccine wins marketing approval in North America and Europe as the tropical disease, transmitted by a mosquito, is spreading from regions like the Asia Pacific and Latin America.
    The World Health Organisation estimates dengue fever is putting two fifths of the world's population at risk and that there might be 50 million dengue infections a year.
    Pisano said filing for marketing approval of the dengue fever vaccine would begin in 2014 in countries like Thailand and Australia and finish by 2017 in North America and Europe.
    Other drugs with significant sales potential included a high-dose flu shot for the elderly, which Sanofi Pasteur submitted last month, and a vaccine to prevent hospital acquired infections, which began mid-stage trials in February.
    Sanofi Pasteur has 21 vaccines in the making, nine of which are in the final Phase III trials. Pisano declined to say if some experimental vaccines were being dropped from development as part of Sanofi-Aventis' wider drug pipeline refurbishment.
    Sanofi Pasteur, its joint venture partner in Merck in Europe, GlaxoSmithKline, Wyeth and Novartis take up about 85 percent of the vaccines market.
    Sanofi-Aventis shares fell 0.33 percent to 42.44 euros by 1502 GMT, beating the DJ health index's 3 percent drop. Earlier Sanofi shares were down as much as 2.1 percent. (Editing by Andrew Macdonald)
    www.guardian.co.uk/business/feedartic...
  4. diederique 22 april 2009 20:32
    wie wordt de nieuwe trigger?......

    ........Pisano did not foresee a new near-term partnership deal with Crucell or an acquisition. "I think at this point Crucell will continue to operate as an independent company," he said.....
  5. [verwijderd] 22 april 2009 21:44
    quote:

    diederique schreef:

    wie wordt de nieuwe trigger?......

    ........Pisano did not foresee a new near-term partnership deal with Crucell or an acquisition. "I think at this point Crucell will continue to operate as an independent company," he said.....
    geen wyeth
    geen sanofi

    morgen vet down
  6. [verwijderd] 22 april 2009 21:57
    quote:

    willemn schreef:

    [quote=diederique]
    wie wordt de nieuwe trigger?......

    ........Pisano did not foresee a new near-term partnership deal with Crucell or an acquisition. "I think at this point Crucell will continue to operate as an independent company," he said.....
    [/quote]

    geen wyeth
    geen sanofi

    morgen vet down
    Volgens mij heb ik een tijdje geleden al aangegeven dat het Novartis wordt......

    Morgen VET down prima! Slurp.

    :-P
  7. B_B 22 april 2009 22:19
    Overnemende partijen ontkennen/misleiden zelfs 1 dag voor de overname.

    Grote beleggers geloven Sanofi niet, anders stond het aandeel vandaag op 12 euro met gigantische omzetten.

    GEDULD !

  8. [verwijderd] 22 april 2009 22:47
    quote:

    willemn schreef:

    ik slurp wel bij 8 euro
    Op een bepaalde koers wordt er zoveel geslurpt dat jij nooit aan het slurpen toekomt. Je hebt je huiswerk nog niet gedaan.

    :-P
  9. [verwijderd] 22 april 2009 22:48
    quote:

    B_B schreef:

    Overnemende partijen ontkennen/misleiden zelfs 1 dag voor de overname.

    Grote beleggers geloven Sanofi niet, anders stond het aandeel vandaag op 12 euro met gigantische omzetten.

    GEDULD !

    Als Sanofi crucell zou willen kopen dan zouden ze dant niet op hun eigen jaarvergadering gaan zeggen.
    Dan zou Crucell het eerder moeten weten.

    Wellicht heeft Sanofi Crucell vrijblijvend gepolst en heeft Crucell directie beleefd gemeld dat het niet opportuun is om vlak voor de kwartaal cijfers naar welk bod dan ook te luisteren.
    Sanofi moet tenminste wachten tot na 6 mei.

    Verder is het niet uit te sluiten dat de Crucell directie net als vele andere aandeelhouders (waaronder ondergetekende) denkt dat voorlopig zelfstandig voortbestaan voor de huidige andeelhouders veel meer winst oplevert.

    Aangezien Crucell cash flow positief is en ook in 2009 en behoorlijke winst gaat maken en met gemak haar groei kan financieren heeft Crucell een veel comfortabele positie dan veel van haar branchegenoten.

  10. flosz 22 april 2009 23:18
    willemn @ 22-04-2009 18:21:28
    van mij mag die overname vanavond nog komen
    wat een gekloot iedere dag met die koers
    stop daarna alles in CTIC

    willemn @ 22-04-2009 20:17:27
    ik wil geen 5 a 10 jaar wachten
    ik wil nu 25

    www.erikerik.com/?a=read&discnaam=Cru...

    www.youtube.com/watch?gl=GB&hl=en-GB&...
  11. [verwijderd] 23 april 2009 07:08
    Sanofi heeft t.a.v. Rabies en Flu alles al geregeld. Een overname heeft daar geen toegevoegde waarde. De andere programma's van Crucell zijn nog te premature/onzeker om Sanofi over de streep te trekken.
    Dat geeft Crucell de mogelijkheid om op die terreinen met derden te partneren ;-)

    Wanneer komt dat spul van Wyeth uit de kliniek? Ook in 2010..?
  12. forum rang 8 josti5 23 april 2009 08:40
    quote:

    willemn schreef:

    [quote=diederique]
    wie wordt de nieuwe trigger?......

    ........Pisano did not foresee a new near-term partnership deal with Crucell or an acquisition. "I think at this point Crucell will continue to operate as an independent company," he said.....
    [/quote]

    geen wyeth
    geen sanofi

    morgen vet down
    Jaja: wat moet die Pisano anders zeggen dan, op zulke vragen?
    'Wij willen Crucell graag overnemen, en zijn bereid daarvoor een vette prijs te betalen?'

    Come on, suggestief brallertje!
  13. [verwijderd] 23 april 2009 08:44
    quote:

    flosz schreef:

    willemn @ 22-04-2009 18:21:28
    van mij mag die overname vanavond nog komen
    wat een gekloot iedere dag met die koers
    stop daarna alles in CTIC

    willemn @ 22-04-2009 20:17:27
    ik wil geen 5 a 10 jaar wachten
    ik wil nu 25

    www.erikerik.com/?a=read&discnaam=Cru...

    www.youtube.com/watch?gl=GB&hl=en-GB&...

    Intellectueel was het al een "bal demasque", nu ook qua karakter, rest ons nog een foto zodat ook fysiek duidelijk is wie Wllemn is.
  14. [verwijderd] 23 april 2009 09:35
    "I think at this point Crucell will continue to operate as an independent company," he said.

    Niets mis mee maar wat zegt hij hier eigenlijk?

    Wij hebben geen behoefte om Crucell over te nemen?
    Crucell is geen toegevoegde waarde voor ons?
    Crucell past niet in ons profiel?
    Wij willen geen Bio?

    Niets van dat alles, gewoon zeggen dat hij denk dat Crucell op eigen benen verder wil gaan.

    Hij zal gaan zeggen, wij willen crucell gaan kopen....heeft hij meteen een koers van €22,- op de borden met een premie erover.

    Waar je gek op bent geef je het meeste op af, tis net verkering krijgen..............
  15. aossa 23 april 2009 13:37
    Back from a 5-day China visit Viehbacher said ...

    Sanofi-Aventis CEO: China key for future growth
    Sanofi-Aventis CEO: China's health care reforms key opportunity for growth

    Elaine Kurtenbach, AP Business Writer
    Thursday April 23, 2009, 5:45 am EDT

    SHANGHAI (AP) -- China's sweeping health care reforms are a rare chance for foreign drug makers in the potentially huge market, and Sanofi Aventis is looking for chances to buy or partner with other firms as it expands, its CEO said Thursday.

    Paris-based Sanofi-Aventis SA announced this week several new initiatives aimed at the Chinese market, including plans for a 270 million yuan ($39.5 million) manufacturing base near the eastern city of Hangzhou and a $90 million expansion of a factory making its diabetes treatment Lantus in Beijing.

    The company, whose $35.6 billion in sales last year made it the fourth biggest drugmaker, is seeking ways to grow its business through acquisitions, equity deals, licensing and collaboration with Chinese partners, said Christopher Viehbacher, who took over as CEO at Sanofi-Aventis in December.

    "I wouldn't restrict myself in terms of size," Viehbacher told reporters after a five day visit to China. "It's something we look at proactively."

    But Viehbacher said there weren't any ongoing talks on mergers or acquisitions in China or elsewhere.

    China has committed 850 billion yuan ($124 billion) to reforming its underfunded, inadequate health care system as part of a plan to extend basic medical coverage and insurance to all 1.3 billion Chinese.

    It plans to build thousands of new hospitals and put a clinic in every village within the next three years, while also reforming the corruption riddled drug and health services reimbursement system.

    For a company like Sanofi-Aventis, which has factories in Beijing, Hangzhou and the southern city of Shenzhen, China is "at least as important as the U.S. market in terms of where it needs to be," Viehbacher said.

    "You have quite a commitment by the government on rural health care which has not been the case before," he said.

    Since most Western medicines are distributed in China through hospitals and clinics in China, inclusion on an "essential drug list" of 600 reimbursable prescription medicines now being drafted will be key.

    "It's very difficult to say which products will be on it," said Thomas Kelly, vice president for Greater China at Sanofi-Aventis.

    But he said the creation of the list will mean greater access for drug companies in rural areas, helping to expand use of such medicines beyond major cities.

    "It's clearly an opportunity that has not existed before," Kelly said.

    Sanofi-Aventis has forecast growth in earnings per share to slow to 7 percent this year from 11 percent last year.

    Drug sales in the rest of Asia, excluding Japan, have remained resilient, despite the global economic slump, although the company has seen some impact on growth rates in Latin America.

    Sales in Africa last year, meanwhile, rose 13 percent to nearly $1 billion, Viehbacher said.

    Two-thirds of the growth in the global pharmaceuticals market is outside the U.S., European and Japanese markets.

    "We do need to be everywhere," Viehbacher said.
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