Pharming Group NL0010391025

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1. snuf13 14 februari 2018 13:00

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   quote:

   zjeeraar schreef op 14 februari 2018 12:50:

   Zitten jullie allemaal in de sneltrein.?...we gaan zo vertrekken...hahah humor mag ook wel....
   

   Je had het over de stoptrein toch??
2. [verwijderd] 14 februari 2018 13:02

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   quote:

   antop schreef op 14 februari 2018 12:59:

   13 februari 2018
   Shire zal morgen haar resultaten over het voorbije kwartaal publiceren. Over 2018 komt de omzet volgens de analisten uit op 14,94 miljard GBp. Dit is behoorlijk meer dan de omzet over 2016 toen het concern 11,4 miljard GBp verdiende.
   De analisten rekenen voor 2018 op een nettowinst van 4,56 miljard GBp. Volgens de jongste analistenconsensus houdt het bedrijf over dit jaar een winst per aandeel van 499 GBp over. Op basis hiervan komt de koerswinstverhouding op 6,41 uit.
   
   Per aandeel wordt door de analisten een dividend van 36 GBp verwacht. Shire 's dividendrendement komt neer op 1,13 procent. Het gemiddelde dividendrendement van de farmaciebedrijven ligt op een magere 1 procent.
   
   Actuele koersdoelen rond de 4025 GBp
   De laatste 3 adviezen voor de farmaceut zijn afkomstig van Liberum, HSBC en Barclays .
   Op basis van het huidige aantal uitstaande aandelen bedraagt de marktkapitalisatie van Shire ' momenteel circa 1921,72 miljard GBp.
   Om 10.26 stond het aandeel 0,55 procent lager op 3197 GBp.
   
   we gaan het zo zien...
   

   Shire kan Pharming zo uit de achterzak kopen..........
3. [verwijderd] 14 februari 2018 13:05

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   Shire reports 8% pro forma product sales and strong earnings growth resulting in record operating cash flow for full year 2017
   
   Strong growth driven by Immunology, recently launched products, and global expansion
   
   Improved operating margin and operating cash flow of $4.3 billion enabled achievement of debt target
   
   Significantly advanced innovative pipeline with 15 programs in late-stage development
   
   February 14, 2018 – Shire plc (Shire) (LSE: SHP, NASDAQ: SHPG) announces unaudited results for the twelve months ended December 31, 2017.
   
   Flemming Ornskov, M.D., M.P.H., Shire Chief Executive Officer, commented:
   
   “Shire delivered 8% pro forma product sales growth to $14.4 billion in 2017, an increase of over $1 billion. Of particular note are the strong performance of our Immunology franchise and the significant contribution from recently launched products, as well as growth in international markets. We increased Non GAAP diluted earnings per ADS by 16%, realizing cost synergies ahead of plan.
   
   “2018 is a year of continued focus on commercial execution and targeted investment in our manufacturing infrastructure, new product launches, and pipeline to drive future growth. We expect to deliver mid-single digit product sales growth in 2018 after absorbing the anticipated impact of generics.
   
   “The mid-term outlook for growth is positive driven by our Immunology franchise, multiple near-term launches, and international markets. We are committed to achieving our projected revenue target of $17 - $18 billion in 2020.
   
   “Based on current assumptions, we expect Non GAAP diluted earnings per ADS growth to be lower than top line growth in 2018, mainly due to costs incurred from the start-up of our new U.S. plasma manufacturing site, intensifying genericization, and lower royalties. With the already disclosed manufacturing and SG&A cost reduction initiatives, we are on track to achieve mid-forties Non GAAP EBITDA margin by 2020.”
4. antop 14 februari 2018 13:05

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   Shire announces Full Year 2017 Results
   Shire reports 8% pro forma product sales and strong earnings growth resulting in record operating cash flow for full year 2017
   
   Strong growth driven by Immunology, recently launched products, and global expansion
   
   Improved operating margin and operating cash flow of $4.3 billion enabled achievement of debt target
   
   Significantly advanced innovative pipeline with 15 programs in late-stage development
   
   February 14, 2018 – Shire plc (Shire) (LSE: SHP, NASDAQ: SHPG) announces unaudited results for the twelve months ended December 31, 2017.
   
   Flemming Ornskov, M.D., M.P.H., Shire Chief Executive Officer, commented:
   
   “Shire delivered 8% pro forma product sales growth to $14.4 billion in 2017, an increase of over $1 billion. Of particular note are the strong performance of our Immunology franchise and the significant contribution from recently launched products, as well as growth in international markets. We increased Non GAAP diluted earnings per ADS by 16%, realizing cost synergies ahead of plan.
   
   “2018 is a year of continued focus on commercial execution and targeted investment in our manufacturing infrastructure, new product launches, and pipeline to drive future growth. We expect to deliver mid-single digit product sales growth in 2018 after absorbing the anticipated impact of generics.
   
   “The mid-term outlook for growth is positive driven by our Immunology franchise, multiple near-term launches, and international markets. We are committed to achieving our projected revenue target of $17 - $18 billion in 2020.
   
   “Based on current assumptions, we expect Non GAAP diluted earnings per ADS growth to be lower than top line growth in 2018, mainly due to costs incurred from the start-up of our new U.S. plasma manufacturing site, intensifying genericization, and lower royalties. With the already disclosed manufacturing and SG&A cost reduction initiatives, we are on track to achieve mid-forties Non GAAP EBITDA margin by 2020.”
   
   Product and Pipeline Highlights
   Regulatory updates
   
   Accelerated international expansion and growth, including 126 product approvals globally and 50 product launches at the country level.
   Received two FDA Fast Track Designations, two Orphan Drug Designations, and one Breakthrough Therapy Designation.
   Filed for FDA approval of a new plasma manufacturing facility near Covington, Georgia to support our growing Immunology franchise, and received FDA approval for the technology transfer of the CINRYZE drug product manufacturing process to Vienna, Austria.
   Clinical and business development updates
   
   Advanced pipeline including nine Phase 3 studies completed in 2017 with several key readouts expected in 2018.
   Ent
5. antop 14 februari 2018 13:07

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   • antop

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   Financial Highlights
   
   
   Full Year 2017(1)
   
   Growth(1)
   
   Non GAAP CER(1)(2)
   
   Product sales(3)
   
   $14,449 million
   
   +33%
   
   +33%
   
   Product sales excluding legacy Baxalta
   
   $7,461 million
   
   +7%
   
   +6%
   
   Total revenues
   
   $15,161 million
   
   +33%
   
   
   
   Non GAAP total revenues(4)
   
   $15,086 million
   
   +32%
   
   +32%
   
   Operating income from continuing operations
   
   $2,455 million
   
   +155%
   
   
   
   Non GAAP operating income(2)
   
   $5,997 million
   
   +36%
   
   +36%
   
   Net income margin(5)(6)
   
   28%
   
   25ppc
   
   
   
   Non GAAP EBITDA margin(2)(6)
   
   43%
   
   2ppc
   
   
   
   Net income
   
   $4,272 million
   
   +1,205%
   
   
   
   Non GAAP net income(2)
   
   $4,604 million
   
   +36%
   
   
   
   Diluted earnings per ADS(7)
   
   $14.05
   
   +1,006%
   
   
   
   Non GAAP diluted earnings per ADS(2)(7)
   
   $15.15
   
   +16%
   
   +16%
   
   Net cash provided by operating activities
   
   $4,257 million
   
   +60%
   
   
   
   Non GAAP free cash flow(2)
   
   $3,431 million
   
   +63%
   
   
   
   (1) Results include Baxalta Inc. (Baxalta) (acquired on June 3, 2016) and Dyax Corp. (Dyax) (acquired on January 22, 2016), unless otherwise noted. Percentages compare to equivalent 2016 period.
   (2) The Non GAAP financial measures included within this release are explained on pages 29 – 30, and are reconciled to the most directly comparable financial measures prepared in accordance with U.S. GAAP on pages 22 – 25.
   (3) For 2017 reporting (including comparative information), HAE sales have been reclassified to the Immunology franchise from Genetic Diseases.
   (4) Non GAAP total revenues excludes the receipt of an upfront license fee.
   (5) U.S. GAAP net income as a percentage of total revenues.
   (6) Percentage point change (ppc).
   (7) Diluted weighted average number of ordinary shares of 912 million.
6. antop 14 februari 2018 13:07

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   (7) Diluted weighted average number of ordinary shares of 912 million.
   
   Product sales growth
   
   Delivered reported product sales growth of 33%, with the inclusion of a full year of legacy Baxalta sales.
   Achieved combined pro forma product sales growth of 8%; legacy Shire product sales growth of 7% and legacy Baxalta pro forma product sales growth of 9%.
   Strong demand for our Immunology products delivered 14% pro forma product sales growth; significant contribution from our subcutaneous immunoglobulin portfolio; CINRYZE supply stabilized in Q4 2017.
   Continued product sales growth for GATTEX and NATPARA; strong contribution from XIIDRA with script growth of 12% since Q3 2017; successful launch of MYDAYIS.
   Earnings growth
   
   Generated Non GAAP diluted earnings per ADS of $15.15, up 16%, underscoring continued focus on commercial excellence and operating efficiency.
   Reported Non GAAP EBITDA margin of 43%, driven by realization of operating expense synergies.
   Strong cash flow
   
   Achieved year-end debt target through record operating cash flow, which enabled a $3,370 million reduction in Non GAAP net debt since December 31, 2016.
   FINANCIAL SUMMARY - FULL YEAR 2017 COMPARED TO FULL YEAR 2016
   Revenues
   
   Product sales increased 33% to $14,449 million (2016: $10,886 million), primarily driven by the inclusion of a full year of legacy Baxalta product sales of $6,988 million, with strong sales from our immunoglobulin therapies and bio therapeutics.
   Product sales, excluding legacy Baxalta, increased 7% as growth from our hereditary angioedema (HAE) therapies and Neuroscience franchise, up 9% and 7%, respectively, was partially offset by the launch of generic competition for LIALDA, which negatively impacted our Internal Medicine franchise, with product sales down 5%. Our Ophthalmics franchise generated sales of $259 million in 2017 (2016: $54 million).
   Royalties and other revenues increased 39% to $712 million, primarily due to the receipt of an upfront license fee and a full year of contract manufacturing revenue acquired with Baxalta.
   Non GAAP total revenues of $15,086 million, up 32%, excludes the receipt of an upfront license fee.
   Operating results
7. antop 14 februari 2018 13:08

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   Operating results
   
   Operating income increased 155% to $2,455 million (2016: $963 million), primarily due to the inclusion of a full year of legacy Baxalta operating income and lower expense relating to the unwind of inventory fair value adjustments, partially offset by higher amortization of acquired intangible assets.
   Non GAAP operating income increased 36% to $5,997 million (2016: $4,417 million), primarily due to the inclusion of a full year of legacy Baxalta Non GAAP operating income and higher revenues from legacy Shire products.
   Non GAAP EBITDA margin as a percentage of Non GAAP total revenues increased to 43% (2016: 41%), primarily due to higher Non GAAP total revenues and lower Non GAAP research and development (R&D) and selling, general and administrative (SG&A) expenditures as a percentage of Non GAAP total revenues, partially offset by a lower Non GAAP gross margin, driven by the inclusion of a full year of lower margin products acquired with Baxalta.
   Earnings per share (EPS)
   
   Diluted earnings per American Depositary Share (ADS) increased to $14.05 (2016: $1.27). The increase is primarily due to a higher tax benefit in 2017 driven by U.S. tax reform, higher operating income as noted above, combined with lower discontinued operations losses relating to the divested DERMAGRAFT business.
   Non GAAP diluted earnings per ADS increased 16% to $15.15 (2016: $13.10), primarily due to the inclusion of a full year of legacy Baxalta net income and the realization of operating expense synergies relating to Baxalta, partially offset by a higher average number of shares for full year 2017.
   Cash flows
   
   Net cash provided by operating activities increased 60% to $4,257 million (2016: $2,659 million), primarily due to the inclusion of a full year of legacy Baxalta operating cash flows and strong cash receipts from higher legacy Shire sales and operating profitability, partially offset by a payment associated with the settlement of the DERMAGRAFT litigation and higher interest payments. Also, 2016 net cash provided by operating activities was negatively impacted by a payment associated with the termination of a biosimilar collaboration acquired with Baxalta.
   Non GAAP free cash flow increased 63% to $3,431 million (2016: $2,103 million), driven by the growth in net cash provided by operating activities, partially offset by an increase in capital expenditures of $152 million.
   Debt
   
   Non GAAP net debt as of December 31, 2017 decreased $3,370 million since December 31, 2016, to $19,069 million (December 31, 2016: $22,439 million). The decrease was primarily due to a $3,445 million net cash repayment of debt utilizing Shire's Non GAAP free cash flow, partially offset by a lower cash balance. Non GAAP net debt represents aggregate long and short term borrowings of $19,192 million, and capital leases of $349 million, partially offset by cash and cash equivalents of $472 million.
   OUTLOOK
   2018 is a year of continued focus on commercial execution and targeted investment in our manufacturing infrastructure, new product launches, and pipeline to drive future growth. We expect to deliver mid-single digit product sales growth in 2018 after absorbing the anticipated impact of generics.
   
   The mid-term outlook for growth is positive driven by our Immunology franchise, multiple near-term launches, and international markets. We are committed to achieving our projected revenue target of $17 - $18 billion in 2020.
   
   Based on current assumptions, we expect Non GAAP diluted earnings per ADS growth to be lower than top line growth in 2018, mainly due to costs incurred from the start-up of our new US plasma manufacturing site, intensifying genericization, and lower royalties. With the already disclosed manufacturing and SG&A cost reduction initiatives, we are on track to achieve mid-forties Non GAAP EBITDA margin by 2020.
   
   Following the update to the strategic review on January 8, 2018, Shire is well underway in creating two divisions, one focused on rare diseases, the other on neuroscience. Alongside this, we are already active in optimizing our portfolio within each division, and we anticipate that this may lead to some opportunities for disposals.
   
   While recognizing our commitment to continue delevering as previously announced, any surplus capital released from such disposals would be evaluated by the Board for return to shareholders. Assessing Shire’s overall capital structure and appropriate mid / long term debt level will be a key initial assignment for the new CFO, who is expected to join on March 19, 2018.
   
   In addition to the detailed guidance in the table below, we are providing depreciation and capital expenditures guidance. We expect depreciation to be between $575 - $625 million and capital expenditure to be between $800 - $900 million, as we continue to invest in a larger footprint to support our growth aspirations.
   
   The Non GAAP diluted earnings per ADS forecast assumes a weighted average number of 915 million fully diluted ordinary shares outstanding in 2018.
   
   Our US GAAP diluted earnings per ADS outlook reflects anticipated amortization and integration costs.
   
   Full Year 2018
   
   U.S. GAAP Outlook
   
   Non GAAP Outlook(1)
   
   Total product sales
   
   $14.9 - $15.3 billion
   
   $14.9 - $15.3 billion
   
   Royalties & other revenues
   
   $500 - $600 million
   
   $500 - $600 million
   
   Gross margin as a percentage of total revenue(2)
   
   71.0% - 73.0%
   
   73.5% - 75.5%
   
   Combined R&D and SG&A
   
   $5.2 - $5.4 billion
   
   $4.9 - $5.1 billion
   
   Net interest/other
   
   $450 - $550 million
   
   $450 - $550 million
   
   Effective tax rate
   
   15% - 17%
   
   16% - 18%
   
   Diluted earnings per ADS(3)
   
   $7.30 - $7.90
   
   $14.90 - $15.50
   
   (1) For a list of items excluded from Non GAAP Outlook, refer to pages 29 - 30 of this release.
   (2) Gross margin as a percentage of total revenues excludes amortization of acquired intangible assets.
   (3) See page 25 for a reconciliation between U.S. GAAP diluted earnings per ADS and Non GAAP diluted earnings per ADS.
   
   Download the PDF for the full announcement
8. Oryctolagus 14 februari 2018 13:12

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   quote:

   Bio-belegger schreef op 14 februari 2018 10:47:

   Klinkt bijna alsof je er verstand van hebt...
   

   Dat was het dus.
   Koers zakt
9. antop 14 februari 2018 13:12

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   • antop

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   Strong demand for our Immunology products delivered 14% pro forma product sales growth; significant contribution from our subcutaneous immunoglobulin portfolio; CINRYZE supply stabilized in Q4 2017.
10. antop 14 februari 2018 13:12

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    nee joh VASTHOUDEN er komt nog meer nieuws aan..LET MAAR UP!
11. antop 14 februari 2018 13:13

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    WEL GOED LEZEN HE!
12. Oryctolagus 14 februari 2018 13:17

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    Heb ik gedaan Antop en mijn conclusie is dat de verwachtingen omtrent CINRYZE niet klopten.
    W're going down!!
13. antop 14 februari 2018 13:18

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    HEREDITARY ANGIOEDEMA sales usa1,305.2 inter1,305.2 totaal1,429.6 9%
14. antop 14 februari 2018 13:19

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    Maar fors minder groei dan 2016!
15. antop 14 februari 2018 13:19

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    Zo en nu de VRIES met PB...erachteraan..
16. Oryctolagus 14 februari 2018 13:20

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    Je hebt helemaal gelijk!
17. [verwijderd] 14 februari 2018 13:23

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    quote:

    antop schreef op 14 februari 2018 13:19:

    Maar fors minder groei dan 2016!
    

    Duhu.
    
    Vasthouden en bijkopen....................
    
    Truste
18. Benlurker 14 februari 2018 13:24

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    Stabiliseren van Cinryze betekent dat de groei van de totale markt door de andere HAE-medicijnen is veroorzaakt. Vraag is nu: door welk medicijn?
19. [verwijderd] 14 februari 2018 13:25

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    quote:

    antop schreef op 14 februari 2018 13:19:

    Maar fors minder groei dan 2016!
    

    Goed gezien antop, liggen er voor Ruconest behoorlijke verkoop/omzetkansen als ik naar de markt kijk.
20. [verwijderd] 14 februari 2018 13:26

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    quote:

    BenCage schreef op 14 februari 2018 13:24:

    Stabiliseren van Cinryze betekent dat de groei van de totale markt door de andere HAE-medicijnen is veroorzaakt. Vraag is nu: door welk medicijn?
    

    Juist, dat gaan we terugzien in de cijfers van Pharming....