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Crucell Terug naar discussie overzicht

Maanddraad oktober.

596 Posts
Pagina: «« 1 2 3 4 5 6 ... 30 »» | Laatste | Omlaag ↓
  1. forum rang 4 Sir Piet 2 oktober 2008 15:23
    Inderdaad, in gewoon nederlands, de dollar lijkt een steuntje in de rug te gaan geven. Zal niet te veel zijn, want het verlies erop was ook niet bijster groot.
  2. [verwijderd] 2 oktober 2008 15:44
    Yes, Crucell has announced the guidance of 20% increase based on a 1.38 exchange rate. They did this because they were burned last year by the exchange rate. If the Euro hadn't become so strong, Crucell would have made their numbers last year.

    Crucell has been very cautious because if the euro went to 2 dollars/euro, then despite selling a lot more product (hello Quinvaxem), the amount of revenues in Euros would probably fall.

    As a matter of fact, revenues would have been another 10 million euro stronger in the first half of the year if the currency was at 1.38 instead of 1.50 or higher.

    With currency coming down, with what? $300 million in Quinvaxen sales in the next 5 quarters? Then Crucell guidance for 2009 will get that much stronger.

    This will not be lost on Analysts...after the credit panic is over.

  3. pardon 2 oktober 2008 16:00
    Het zijn toch de amerikanen die de koers hoger zetten hier zitten alleen maar dumpers,vanaf de opening in amerika gaat het elke dag omhoog.Of zou er daar iemand een belang aan het opbouwen zijn?
  4. pardon 2 oktober 2008 16:25
    Bij een persbericht van 12-2 08 staat dat er word uitgegaan van een dollarkoers van 1,37
  5. [verwijderd] 2 oktober 2008 16:27
    quote:

    ron banged schreef:

    [quote=wilb52]
    Ron
    The most important will be the MACD Monthly cross-over , in the next few months.
    Could be any month now, oct, nov, dec
    And that combined with a daily oscillator ( 10, 70 ) , will be the start of a 2.5 year rise towards 34 euro.
    [/quote]
    I usually don't look at monthly's, but the cross into negative territory in May 2006 marked the beginning of the downturn that started at the end of 2005(all time high, and the cross back into positive territory could mark a prolonged outturn.

    I hate to keep banging the same drum, but the stock could be 3 to 4 times higher and not be out of line with the ratios of many of its peers. Funny, that would put it at 34 euros.

    No Offense Wilb52, but are we both sounding optimistic?
    Well Ron , I became more optimistic, due to the 3 higher lows after the low of 8.19 at jan the 22.
    But due to redemptions and leveraging off , the stock still could go to low in the 9 euro's.
    The AEX still has to go to 284 , and the S&p towards 950, hopefully in a two weeks time , to end this bear-trend.
    If not , it will be delayed by a few months
  6. [verwijderd] 2 oktober 2008 16:29
    quote:

    pardon schreef:

    Het zijn toch de amerikanen die de koers hoger zetten hier zitten alleen maar dumpers,vanaf de opening in amerika gaat het elke dag omhoog.Of zou er daar iemand een belang aan het opbouwen zijn?
    Was inderdaad weer opvallend. Krijgen nu wel op ons lazer met -36ct
  7. [verwijderd] 2 oktober 2008 16:38
    quote:

    wilb52 schreef:

    [quote=ron banged]
    [quote=wilb52]
    Ron
    The most important will be the MACD Monthly cross-over , in the next few months.
    Could be any month now, oct, nov, dec
    And that combined with a daily oscillator ( 10, 70 ) , will be the start of a 2.5 year rise towards 34 euro.
    [/quote]
    I usually don't look at monthly's, but the cross into negative territory in May 2006 marked the beginning of the downturn that started at the end of 2005(all time high, and the cross back into positive territory could mark a prolonged outturn.

    I hate to keep banging the same drum, but the stock could be 3 to 4 times higher and not be out of line with the ratios of many of its peers. Funny, that would put it at 34 euros.

    No Offense Wilb52, but are we both sounding optimistic?
    [/quote]

    Well Ron , I became more optimistic, due to the 3 higher lows after the low of 8.19 at jan the 22.
    But due to redemptions and leveraging off , the stock still could go to low in the 9 euro's.
    The AEX still has to go to 284 , and the S&p towards 950, hopefully in a two weeks time , to end this bear-trend.
    If not , it will be delayed by a few months
    Yes, the bottom trendline is still about 9 euro
    lows on Jan 22
    8.19
    August 15
    8.67

    By the way, in the US
    bid 14.97
    ask 15.88
  8. forum rang 9 josti5 2 oktober 2008 17:01
    Er is, zoals inmiddels bijna 'gebruikelijk' rond deze tijd, weer een sterke stofzuiger aan de gang, merk Kirby...
    Doet mij weer denken aan een opmerking van (ik meen) IVET, dat een Amerikaanse investeerder groot is ingestapt (en wellicht dus nog steeds aan het instappen is!).
  9. [verwijderd] 3 oktober 2008 13:35
    At some point, when Crucell ups guidance for 2008, and it dawns on some that they will do 300 million euro plus for 2009, Crucell will take off because there will be no where else to go. And then Sanofi Flu (cell based) coming to market in 2010. In these uncertain times there are going to be so few companies with 20%+ growth over the next few years, and Crucell will be a safe haven.

    Where else you gonna go? Retail? Autos? Commodities?

    Other "safe spots" might be liquor, tobacco and food...but they aren't going to have 20% growth.

  10. eddy59 3 oktober 2008 13:45
    Ron I agree with you, you dont have to be a rocket scientist to see this coming. I have invested heavy in Crucell for over two years and I am planning to be a share holder for many more years to come.
  11. flosz 3 oktober 2008 14:11
    SNS Sector Update.

    2 October 2008
    Antibodies: Biotech’s holy cash cow

    Main topics
    Antibodies: Biotech’s answer for big pharma
    In the last few years, pharmaceutical companies face themselves with increasing
    competition from the generic industry due to patent expiries on major drugs. In order to
    maintain revenue growth and to fill up the pipeline with new products, the pharma industry
    in increasingly looks towards the biotechnology sector. Specifically, big pharma show
    interest for the fast growing area of monoclonal antibodies. In the next few years, industry
    sources expect revenues from monoclonal antibodies to increase by more than 11%
    annually, making it one of the fastest growing markets within the healthcare sector.

    Company Profiles European antibody companies
    We have made company profiles of ten European biotech companies that are active in the
    development of monoclonal antibodies. These are: Biotest (Ger), Crucell (NL), Ablynx
    (BE), Genmab (DK), Elan (Irl), Morphosys (Ger), Intercell (AV), Symphogen (DK), Affibody
    (SE) and BioInvent (SE). We believe that these companies should profit from the increased
    interest from big pharma for antibodies.

    Building pipeline in human antibodies

    Crucell is a Dutch based biotech company that has several
    proprietary technology platforms (PER.C6, STAR, MabStract) that
    are aimed at the efficient production of vaccines and proteins.
    Next to the revenues it generates from vaccines already on the
    market, it is building on a pipeline of vaccines and antibodies that
    should provide the company with increasing revenues as of 2011.
    Crucell’s proprietary MAbstract technology can be used to rapidly
    select monoclonal specificities and identify unique targets on proteins,
    viruses, bacteria and live cells or tissues. The technology can also be
    used to identify the binding regions (epitopes) of antibodies on
    antigens, which can be used for the design of vaccines or small
    molecule inhibitors.
    Crucell uses so-called phage-display technology for antibody
    discovery. A bacteriophage, or phage, is a bacteria-infecting virus that
    can be engineered to express part of a human antibody on its surface.
    The phage-display technology is used to generate large libraries of
    phages expressing antibodies. To identify and subsequently isolate
    relevant antibodies, the phage library is exposed to the target, which
    may be an entire pathogen or an isolated antigen. Potent antibodies
    have been rapidly isolated from universally applicable, ready-made
    libraries of a very large size. Libraries are also custom-made for
    specific programs within very short time frames.
    Crucell has generated several very large antibody phage display
    libraries built from normal donors and also from subsets of specialized
    B-cells. These libraries can be used immediately for selection of
    antibodies against any given antigen. Furthermore, Crucell can build
    new libraries from immunized or infected donors, which have been
    shown to produce the desired antibody specificities, in less than eight
    weeks. Crucell has developed the in-house expertise to evaluate
    antibodies in functional assays in a high-throughput manner. A typical
    antibody discovery program can thus be run in less than 9 months
    starting from the construction of the libraries to the delivery of a lead
    antibody clone.
    The antibody discovery group of Crucell is internationally
    recognized for the rapid discovery of potent monoclonal
    antibodies against emerging infectious diseases. The World Health
    Organization (WHO) has endorsed Crucell’s rabies antibodies,
    which is currently in Phase II clinical trials in the US and the
    Philippines.
  12. [verwijderd] 3 oktober 2008 23:39
    Waarom denk je dat Crucell maandag meer dan 10% gaat dalen?
    Goed nieuws stelt helaas niets meer voor.
    Alle winst van vandaag is in de USA al weer verdampt.

    Grootoorvleermuis
  13. Procambarus 4 oktober 2008 01:12
    Het is absoluut niet te voorspellen wat de koers van Crucell maandag gaat doen. Wellicht omlaag, maar hard naar beneden betwijfel ik zeer. Biotech klimt uit het dal en is niet "besmet" door de kredietcrisis.
  14. [verwijderd] 4 oktober 2008 07:29
    quote:

    Dr. acula schreef:

    Waarom denk je dat Crucell maandag meer dan 10% gaat dalen?
    Goed nieuws stelt helaas niets meer voor.
    Alle winst van vandaag is in de USA al weer verdampt.

    Grootoorvleermuis
    Je geeft zelf twee doeltreffende antwoorden.

    Het dal in de USA is dieper dan we denken. Er wordt b.v. vrijwel geen auto meer op krediet verkocht.
    De daling op de beurs zal erg snel gaan.
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Aalberts 465 6.858
AB InBev 2 5.311
Abionyx Pharma 2 29
Ablynx 43 13.356
ABN AMRO 1.580 47.535
ABO-Group 1 19
Acacia Pharma 9 24.692
Accell Group 151 4.129
Accentis 2 253
Accsys Technologies 22 9.060
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 167
ADMA Biologics 1 33
Adomos 1 126
AdUX 2 457
Adyen 13 16.879
Aedifica 2 847
Aegon 3.257 320.524
AFC Ajax 537 7.030
Affimed NV 2 5.880
ageas 5.843 109.793
Agfa-Gevaert 13 1.904
Ahold 3.536 74.041
Air France - KLM 1.024 34.420
AIRBUS 1 2
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 466 12.779
Alfen 13 17.606
Allfunds Group 3 1.242
Almunda Professionals (vh Novisource) 651 4.248
Alpha Pro Tech 1 17
Alphabet Inc. 1 344
Altice 106 51.196
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.485 114.779
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.822 240.628
AMG 965 126.934
AMS 3 73
Amsterdam Commodities 303 6.527
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 384
Antonov 22.632 153.605
Aperam 91 14.226
Apollo Alternative Assets 1 17
Apple 5 322
Arcadis 251 8.631
Arcelor Mittal 2.025 318.840
Archos 1 1
Arcona Property Fund 1 272
arGEN-X 15 9.211
Aroundtown SA 1 190
Arrowhead Research 5 9.334
Ascencio 1 21
ASIT biotech 2 697
ASMI 4.107 37.804
ASML 1.762 78.232
ASR Nederland 18 4.183
ATAI Life Sciences 1 7
Atenor Group 1 348
Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 29 10.831
Axsome Therapeutics 1 177
Azelis Group 1 49
Azerion 7 2.701

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