BioPharma « Terug naar discussie overzicht

Insmed, in de gaten houden

20.047 Posts, Pagina: « 1 2 3 4 5 6 ... 905 906 907 908 909 910 911 912 913 914 915 ... 999 1000 1001 1002 1003 » | Laatste
spyfly
0
After Hours INSM

Time (ET) After Hours: 17:34
Price After Hours: $ 1.51
Share Volume: 500

Mooie openingskoers voor INSM morgen :)

Truste!
Striker_
0
misschien een raar idee, maar wat als CEFF nou juist de bui al voelt aankomen en nu door te hedgen/shorten/whatever ervoor zorgt dat de PPS van TRCA onder de 3 beland waardoor ze onder de overeenkomst uitkunnen?
[verwijderd]
0
quote:

Striker_ schreef:

ff dat faillissements verhaal ook op yahoo insm en trca board gepost:

tinyurl.com/o8gmb
goed initiatief, leuk onderwerp
en zéker vatbaar voor discussie!
Striker_
0
thanks, er is wat verwarring met de interpretatie van die $3, 90% en of Kingsbridge uberhaupt onder die CEFF kan uitkomen. Heb het even doorgespeeld, als ik antwoord heb horen jullie het wel.

Thank you for your interest in Tercica, Inc.. Your comment has been forwarded to the Investor Relations Department.
[verwijderd]
0
The minimum acceptable purchase price prior to the application of the
appropriate discount for any shares to be issued to Kingsbridge during
the 8-day pricing period is determined by the higher of $3.00 !! > OR < !! 90% of
Tercica's closing share price the day before the commencement of each
draw down. Any shares of common stock purchased by Kingsbridge
pursuant to the CEFF will be purchased at discounts ranging from 6% to
10% depending on the average market price of Tercica's common stock
during the pricing period.
[verwijderd]
0

tja, ……….
finance.yahoo.com/q/ta?s=INSM&t=5d&l=...

en waar zullen de koerslijnen INSM & trca elkaar snijden,
range 2.30 – 2.60 (losse gedachte)
ooit moet dir eens gebeuren!!

en nog dit,
overstappers/overlopers?,
zou best wel kunnen:
thomson.finance.lycos.com/lycos/iwatc...

thomson.finance.lycos.com/lycos/iwatc...

[verwijderd]
0
Ik verwacht toch niet zo veel voorlopig,ik zit er over te denken om met klein verlies uit te stappen nu en gelijk in gnbt te steken.Daar wordt het steeds positiever,al 40% gestegen de laatste dagen met grote omzetten en het wordt nog veel beter let maar op,al zal er tussendoor nog wel een paar keer flink winst genomen gaan worden denk ik aangezien er nogal wat grote traders tussen zitten.
[verwijderd]
0
Re: Barchart.com says resistance $1.51.
by: thereyago44 06/20/06 08:46 pm
Msg: 108557 of 108578

According to stockconsultant the next level of resistance is 1.58 and then 1.78 after that.

www.stockconsultant.com/consultnow/ba... 608#ttop


[verwijderd]
2
quote:

Striker_ schreef:

ok, zo'n beetje zelfde verhaal als insm
geld genoeg tot eind q2 2007, nog ongeveer een jaar dus
als het inderdaad klopt dat de pps boven 3 moet blijven omdat anders de ceff finciering niet doorgaat dan hebben ze een GROOT probleem wanneer de cijfers weer zo bedroevend zijn en insm verrast.
INSM kreeg 1.88 uitbetaald voor elk $2.00 aandeel wat bij de emissie werd uitgezet (=94%)
TRCA krijgt uitbetaald op dit moment $3.07x90% (ga ermaar vanuit dat ze nu al in de 10% kortingsbracket vallen) = 2.76 per uitgegeven aandeel terwijl ze moeten rekenen met max ($3, 90% beurskoers) = $3.00!!! .
Dwz ze hebben nu al een discount van virtueel 8% aan de broek.
Zakt het aandeel tot $2.50 gedurende pricing periode dan betaalt Kingsbridge uit: $2.25 per aandeel wat TRCA uitgeeft terwijl ze met $3 moeten rekenen = virtueel discount van 25%. Terwijl als ik het zo lees Kingsbridge die $3x(aantal aandelen) in mindering brengt op de $75MM dollar. Kingsbridge pakt 10% dus die hebben geen probleem.

TRCA heeft dus last van maximale verwatering zolang als de koers beneden de $3.33 blijft. En dat blijft het wel. Want zo te zien verkopen ze geen Increlex en het heeft ook geen zin (indien de patentprocessen goed zouden uitpakken voor TRCA) om INSM te veel het vel over de oren te halen, want van een kale kip pluk je geen veren.
Kortom: TRCA zit between a rock and a hard place terwijl INSM kans na kans creert in de markt door stug door te werken.

E.
Zo gaat jantje naar de bliksem.
[verwijderd]
1
Kleine correctie: Kingsbridge heeft geen probleem met 10% rente, maar of ze de hoofdsom terugkrijgen is een ander verhaal...

E.
[verwijderd]
1
sanfrancisco.bizjournals.com/sanfranc...

Nog even dit; een, in TRCA voordeel gekleurd artikel, verschenen in San Francisco Bizjournals, waarbij TRCA wordt vergeleken met Coca-cola...en INSM met Pepsi.

Ach,...hoe fout kan je zitten?...tenslotte ook al weer 4 dagen oud...Waarbij inmiddels niet TRCA qua Marktkapitalisatie de grootste is, maar INSM!

Red Sox-Yankees style rivalry emerges between drug firms
San Francisco Business Times - June 16, 2006 by Daniel S. Levine

Coca-Cola has Pepsi Cola, the Yankees have the Red Sox, and Tercica has Insmed.

After 20 years without a new drug approved to treat severely short children, pediatric endocrinologists suddenly have two new and similar drugs to choose from for patients who don't respond to human growth hormone.

South San Francisco-based Tercica began marketing its drug, Increlex, at the start of the year. It's a hormone replacement therapy of recombinant human insulin-like growth factor-1 or IGF-1. Richmond, Va.-based Insmed joined the fray this month with its drug, Iplex, a recombinant human IGF-1 and a second that binds to it known as BP3.

Human growth hormone, long used to treat abnormally short children, works by stimulating the production of IGF-1. People with IGF-1 deficiency lack the ability to produce the hormone. Pumping them with human growth hormone won't help. Both Increlex and Iplex are approved for use in the most severe patients -- about 6,000 people in the U.S. But the stakes are bigger.

The products represent the first commercial offerings from the companies and their only sales revenues. Both are racing to expand the market by winning approval to use their drugs in patients with moderate IGF-1 deficiency because there are five times as many of them. They are also looking to sell their drugs in Europe.

Ask the companies about the competitive threats they face, and they offer an optimistic view that they will benefit from the efforts of the other in raising awareness of IGF deficiency.

"My hope is Insmed will focus on building a market and not just focus on our product," said Chris Rivera of Tercica. "We'll both win if we go out there and build a market and then let the market dynamics determine which IGF-1 is right for each patient."

Phil Young, a former Genentech executive who is CEO of Insmed, said his sales force is focusing on educating doctors and their staffs.

"There may be some head-to-head selling, but I think the key for us and probably the key for the other guys is to educate people on IGF therapy," he said. "For 20 years they've had nothing but growth hormone to treat short stature and now there's a whole new way to think about kids with short stature."

But it doesn't take much to read between the lines. When one company touts the benefit of its drug, it takes subtle or not-so-subtle digs at the other.

Insmed's addition of the protein BP3 to Iplex makes it more expensive, but allows it to be given once a day unlike the twice-a-day requirement for Tercica's. The company also said it helps mitigate potential side effects of IGF-1. Tercica said the clinical trial data indicates no real difference in the safety of the drugs.

Tercica touts its cost advantage, saying its drug on average costs half as much as Insmed's -- saving patients potentially tens of thousands of dollars a year. It also said its drug needs simple refrigeration rather than deep freezing and thawing as Insmed's drug. Insmed called Tercica's calculations "flawed" and "disingenuous" and said it believes in most cases the real cost difference amounts to about 11 percent a year. It also said a home freezer is adequate for storing its drug and expects to have a version that is stable at room temperature in 2007.

As the biotechnology pipeline matures, such fights are becoming more common as companies are increasingly coming to market with similar products seeking to target the same disease or same biological mechanisms. The favored strategy seems to be to take the fastest route to market, find ways to expand its use to less severe patients and then win approval for new indications.

But it may not be the marketplace that decides this fight. The two companies were scheduled for a showdown in U.S. District Court in Oakland Nov. 6 over Tercica's allegations that Insmed infringed on three of its patents. The court dismissed a separate case June 9 in which Tercica alleged Insmed committed unfair business practices, but Tercica refiled a similar case in Virginia on June 12.

For now salespeople may not have to get ugly. They can let the lawyers take care of that.

Daniel S. Levine can be reached at (415) 288-4949 or dlevine@bizjournals.com.

Geluk, F.
[verwijderd]
0
Chris Rivera of Tercica:

"We'll both win if we go out there and build a market and then let the market dynamics determine which IGF-1 is right for each patient."

hmm, is het te simpel om een conclusie te trekken hier mbt patent infringement?
[verwijderd]
0
quote:

bal gehak schreef:

Chris Rivera of Tercica:

"We'll both win if we go out there and build a market and then let the market dynamics determine which IGF-1 is right for each patient."

hmm, is het te simpel om een conclusie te trekken hier mbt patent infringement?
Ik denk het wel bal, TRCA denkt volgens mij niet dat ze de rechtzaak gaan winnen. Dus kortom als het erop aankomt dat de markt moet beslissen dan weet ik genoeg. TRCA is doomed!
[verwijderd]
2
[verwijderd]
0
quote:

bal gehak schreef:

hadden jullie de booth op endo van insm al gezien, gek hoor:)
Ach, ik begrijp die boosheid wel van die Grumpy's...Immers, het aantal soortgenoten vermidert in een ras tempo, door IPLEX-treatment!

Het positieve aan de locatie van de booth is, behalve dat deze recht tegenover de zeer grote booth staat van ENDO-SOCIETY en in het looppad naar resaurant, dat deze ook nog eens staat naast die van de Magic Foundation, waarvan de executive director zei bij de Launch van IPLEX:

"Numerous areas of the growth process remained a mystery for many years," said Mary Andrews, Executive Director of the MAGIC Foundation. "Now, thanks to the hard work of the researchers at Insmed, growth is better understood. It is so exciting to know that a new and convenient therapy is available for the many children with adequate levels of growth hormone who are not growing normally."

Let op het woord 'convenient'.

Briljante zet!

Geluk, F.
[verwijderd]
0
Tercica aanstaande vrijdag op ENDO 2006:

FRI DAY, JUNE 23
6:3 0-9:3 0 PM
Primary Insulin-like Growth Factor
Deficiency
Supported by Tercica, Inc.
Program Director: Ron Rosenfeld, MD
[verwijderd]
0
TRCA going BK??
by: str1ker_nl
Long-Term Sentiment: Strong Sell 06/20/06 05:55 pm
Msg: 4438 of 4442

Cash, cash equivalents and short-term investments as of March 31, 2006 were $79.2 million, compared with $58.6 million as of December 31, 2005.

Tercica today affirmed previously issued guidance for 2006 cash burn to be
between $63 million and $69 million, including working capital requirements
and excluding the impact of revenue and related product costs.

What revenue???
So 80 million in cash, burnrate 63+ million.
That will last till at the very latest Q2 2007.

Soo...the BIG question is: who is gonna finance an emission???

Tercica Secures $75 Million Committed Equity Financing Facility

BRISBANE, Calif., Oct 14, 2005 /PRNewswire-FirstCall via COMTEX/ -- Tercica, Inc. (Nasdaq: TRCA) today announced that it has entered into a Committed Equity Financing Facility (CEFF) with Kingsbridge Capital Limited in which Kingsbridge has committed to provide up to $75 million in financing during the next 3 years through the purchase of newly issued shares of Tercica common stock. Under the terms of the agreement, Tercica will ultimately determine the exact timing and amount of any CEFF financings, subject to certain conditions.

The minimum acceptable purchase price prior to the application of the appropriate discount for any shares to be issued to Kingsbridge during the 8-day pricing period is determined by the higher of $3.00 or 90% of Tercica's closing share price the day before the commencement of each draw down. Any shares of common stock purchased by Kingsbridge pursuant to the CEFF will be purchased at discounts ranging from 6% to 10% depending on the average market price of Tercica's common stock during the pricing period.

Whoops...a minimum PPS of $3...looks like CEFF is getting off easy.

TRCA holders better pray that the revenue will be a little better in Q2 and that INSM won't exceed expectations.
Else the end is near, very near. The institutions rather write off the investment than pump in more money in this sinking ship.



Ik neem aan dat de grote zakking van TRCA komt omdat CEFF van de financiering af wilt. Dit zou een hoop verklaren en is het dus waarschijnlijk dat TRCA in ieder geval onder de 3 dollar gaat duiken. En dan heeft TRCA een heel groot probleem want hoe komen ze dan aan geld? Dit alles werkt in het voordeel van INSM. En als TRCA nu een emissie zou moeten doen dan zal dat op een heel wat lagere koers zijn dan 3 dollar. En ik denk dat de meeste financierders zich niet meer zullen branden aan TRCA. Kortom volgend jaar zou het wel eens exit kunnen zijn voor TRCA!!!
20.047 Posts, Pagina: « 1 2 3 4 5 6 ... 905 906 907 908 909 910 911 912 913 914 915 ... 999 1000 1001 1002 1003 » | Laatste
Aantal posts per pagina:  20 50 100 | Omhoog ↑

Direct naar Forum

Markt vandaag

 AEX
898,80  -8,66  -0,95%  31 mrt
 Germany40^ 22.307,60 +0,65%
 BEL 20 4.335,42 -1,62%
 Europe50^ 5.270,85 +0,43%
 US30^ 42.005,80 0,00%
 Nasd100^ 19.260,20 0,00%
 US500^ 5.615,65 0,00%
 Japan225^ 35.997,00 0,00%
 Gold spot 3.144,46 +0,69%
 EUR/USD 1,0825 +0,05%
 WTI 71,42 0,00%
#/^ Index indications calculated real time, zie disclaimer

Stijgers

THEON INTERNAT +2,37%
ForFarmers +2,06%
SHELL PLC +1,04%
CTP +0,73%
OCI +0,61%

Dalers

Brunel -9,56%
AMG Critical ... -8,34%
Air France-KLM -6,61%
TomTom -6,23%
CM.COM -5,95%

EU stocks, real time, by Cboe Europe Ltd.; Other, Euronext & US stocks by NYSE & Cboe BZX Exchange, 15 min. delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by: Infront