Crucell « Terug naar discussie overzicht

AVA 5 juni 2009

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flosz 4 juni 2009 10:30

quote:
z0n0p schreef:
Not so touchy, Flosz! Die vragen van die theedames vorig jaar sloegen nergens op (Op hoge toon: And what about China"). Waarschijnlijk van een beleggingsclubje die sherry nippend hun vragen niet op orde hadden. Dat is dus tijdsverspilling.

Hoe moet ik jouw "drip" post dan begrijpen. De Hartmannetjes uit "Man bijt hond"

China uit de AVA-notulen:
Unidentified Audience Member
I'm Mr. Vahaha. I had a question about competition in China. Are there any developments that Crucell is exploring in China that
are becoming clear? That's first of all. I also have a question about license duration. Is there a time limit when the license expires?
You know anything about that? And also with respect to China, do the Chinese observe licenses? Can you tell us anything about
the domestic market in that respect?
Unidentified Company Representative
At present, we sell actively in China. We have a sales office in Shanghai. In China, we're one of the larger foreign operators. We're
popular among foreign operators. We sell Quinvaxem. We're registered in China. And we'll be adding more vaccines to the
Chinese market.
China is an interesting but it's also a difficult market. It's obscure. And there's a high turnover there because China is posting
huge economic growth. And Western vaccines are very popular in China.
Well, for your interest in rabies in China, it's a terrible problem there. And the Chinese don't have an adequate medication to
treat rabies. And we're very cautious about licenses in China at present. We don't have any licensees in China. And that's deliberate
policy and relates to respect for international patent regulations. We believe that China should show that it can do a better job
than it has in the past.
Unidentified Audience Member
Thank you, Chairman. My name is [Freda]. I have two small questions. If I understood you well, Mr. Brus says that the sales
apparatus in the Netherlands is small. How much money is involved that you spend for selling your products? Mr. Kruimer I
heard also said we have no sales organization here. So I'd like to know how big it really is. But in China, you set up a sales
organization. And how much money does that involve? That completes my questions, Chairman.
Jan Oosterveld - Crucell - Chairman
Thank you for your many questions, Mr. Freda. The first question about the Netherlands, the answer is as follows in the Netherlands.
The Netherlands is where we started. And most of all, we applied a different way of selling here that is process development in
the Netherlands itself. We did not set up a sales organization. We acquired the sales organizations in Sweden, Scandinavia, Italy,
Milan, the U.S., in Argentina, and in China. We acquired those from Berna.
And currently, we already have started a sales organization in the Netherlands. And it sells to institutions which perform
large-scale acquisitions, purchases. And this organization consists of about three people. That's sufficient for the Netherlands.
In China, well, because you see in China how for the same cost I think we had a sales organization of 40 people in China. And
in fact, when you look at that in cost structure, it's almost the same as in the Netherlands.
Can we give the floor to Mr. Kruimer now, says Chairman, for the financial statements?
--------------
En de dames:

Anne van Lakerveld
VBDO – Representative
I'm Anne van Lakerveld. I'm speaking on behalf of the VBDO, the Association of Investors of Sustainable Development. VBDO
has individual and institutional members that care about corporate social responsibility among the countries in which they
invest. I'm delighted that Crucell has addressed corporate social responsibility in its annual report. The products that this
company sells and the industry in which the company operates make corporate social responsibility essential for this company.
VBDO is also happy that Crucell's policy takes all stakeholders into consideration and maintains comprehensive chain approach
that considers not only direct and indirect suppliers, but also the ultimate users of the products.
And plus, I'm here because we have some questions for the sake of transparency because we just heard from Mr. Oosterveld
that Crucell greatly values transparency. The VBDO therefore requests the company's report annually about environmental and
social aspects of operations. We would prefer a separate sustainability report. And we want this to be reported according to
[GRI's] directives and be subject to an external review.
We see clear progress at Crucell as far as a report about the [CFI] policy is concerned compared with two years ago. And we
hope that next year you'll apply the GRI directives in your report on sustainability policy.
Next, the VBDO would like companies to convert their sustainability into ambitious and quantifiable targets. The question is
whether Crucell has sustainability policy targets. And if so, what are those? And could you report on them in both quantitative
and qualitative respects next year? And if not, why not?
The annual report describes how Crucell's vaccines help improve health worldwide also in developing countries. The VBDO
wonders whether Crucell has a policy to ensure that the vaccines are universally available and affordable to people in developing
countries.
Finally, during the month ahead, the Access to Medicine Index will be presented. This benchmark addresses the pharmaceutical
industry. Crucell does not appear in this index to my knowledge. The benchmark consists of eight criteria I estimate. And it
might be worthwhile for Crucell to examine these criteria and to use them to elaborate a sustainability policy better.
Unidentified Company Representative
Thank you very much for your compliments. It's true that the annual report now features a separate section on sustainability
policy. And we've spoken about it. We're familiar with the GRI directives. And we'll see whether its practical and worthwhile to
do more about those next year.
You also asked a question about the affordability of vaccines and benchmarking for vaccine access. And I'll get that -- those
questions to Mr. Brus.
Ronald Brus - Crucell - President, CEO
One of the biggest clients at present is UNICEF, which arranges per payment of these vaccines in the third world. In other words,
the third-world countries and countries of South America place an order. They're entitled to select the vaccine of their choice.
And then UNICEF then pays. That's the structure we've chosen. And that has enabled mass vaccinations against all kinds of
childhood diseases in the third world.
Now the fact that we develop such vaccines and make them globally available for organizations, such as WHO and UNICEF,
means that we've thought long and hard about the affordability of these vaccines. Otherwise, we wouldn't be able to sell them.
We aim to make these vaccines as effective and as sophisticated as possible. We managed to supply a liquid vaccine, whereas
our competitors supply a vaccine that needs to be prepared on site. This is one of our typical objectives.
At this point, we produce about 100 million vaccine doses. We aim to increase this figure, and you've noticed how many of
these vaccines are offered in the third world in part as pentavalent vaccines to UNICEF. And we're trying to maximize penetration.

flosz 4 juni 2009 10:33

This also means, well, that traveler vaccines are costlier for people interested in traveling to such countries. And that way we
obtain a higher margin on such vaccines.
Anne van Lakerveld - VBDO - Representative
And what about your sustainability objectives? In my view, that relates to GRI directives, speak of the GRI directives described
by quantifiable and transparent objectives. So at this time, you don't have such objectives at Crucell.
Unidentified Company Representative
No. Thank you very much. But we're good natured and willing. [Mr. Vahaha] would like the floor.
-----------

Voluntina Duvard - Foundation for Legal Protection for Investors – Representative
Voluntina Duvard - Foundation for Legal Protection for Investors - Representative
I'm [Voluntina Duvard]. I'm from the Foundation for Legal Protection for Investors. We were also a bit concerned about what
happened last year. You did pursue the rabies product. Does that mean that you expect to become more active in animals or
livestock? What are you doing in Eastern Europe?
Unidentified Company Representative
I'll answer that. Rabies is a terrible problem. It's passed on by animals. But we focus on the effects on people. If you're bitten by
such an animal, we don't produce animal vaccines. But we do want to help people who've been bitten by a rabid animal or bat
or whatever. We really want to give them the medication that they need and are entitled to. So we're not trying to vaccinate
animals worldwide
Voluntina Duvard - Foundation for Legal Protection for Investors - Representative
So not animals that impart rabies to people. You don't think that that would be worthwhile?
Unidentified Company Representative
Well, we -- our primary concern is that globally about 60,000 people a year die from a treatable disease. But because of the
shortage of the raw material, they're not treated. And that's our main focus. And yes, of course, rabies occurs among animals.
But the treatment is not such a very high on the agenda of many institutions.
It should be possible. What does happen is that a lot of pets are being vaccinated against rabies in Europe.
Voluntina Duvard - Foundation for Legal Protection for Investors - Representative
And what do you intend to do in Eastern Europe? What are you doing now?
Unidentified Company Representative
In Eastern Europe -- no, in all countries in Eastern Europe, we sell vaccines such as Dukoral and influenza vaccines. And we have
distributed networks. And we work a lot with Solvay, for example.
Voluntina Duvard - Foundation for Legal Protection for Investors - Representative
And you also mentioned that we are not really interested in marketing. But in the United States, the dollar must be a problem.
And you've managed to accommodate that problem. But how did you do it?
Unidentified Company Representative
When Mr. Kruimer has delivered his speech, madam. Thank you.
----------------
En mbt man bijt hond?
Deze imho irritante jaarlijks tijdverspillende meneer zijn naam is Hartman.
---------------

Je opmerking mbt China is terug te vinden in de post van babs11 - 31 mei 08, 01:07 en niet in de notulen.
www.iex.nl/Forum/topic.asp?forum=228&...

Meer info mbt De Vereniging van Beleggers voor duurzame Ontwikkeling (VBDO) is terug te vinden via www.iex.nl/Forum/topic.asp?forum=228&...

[verwijderd] 4 juni 2009 10:53

quote:
flosz schreef:
This also means, well, that traveler vaccines are costlier for people interested in traveling to such countries. And that way we
obtain a higher margin on such vaccines.
Anne van Lakerveld - VBDO - Representative
And what about your sustainability objectives? In my view, that relates to GRI directives, speak of the GRI directives described
by quantifiable and transparent objectives. So at this time, you don't have such objectives at Crucell.
Unidentified Company Representative
No. Thank you very much. But we're good natured and willing. [Mr. Vahaha] would like the floor.
-----------

Na de vergadering VBDO dame met 1 van de RvC in gesprek (:->D)

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

aossa 4 juni 2009 11:09

quote:
wilb52 schreef:
Na de vergadering VBDO dame met 1 van de RvC in gesprek (:->D)

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

Ondertittels graag !

[verwijderd] 4 juni 2009 12:15

Just learn your English , well

aossa 4 juni 2009 12:27

quote:
wilb52 schreef:
Just learn your English , well

I do by writing, understanding spoken englies too difficult.

[verwijderd] 4 juni 2009 12:55

16??

Is dit de ondersteuning waar Josti het over had, om de meute stil te houden tijdens de AVA?

:->))

Dirk

jecebe 4 juni 2009 13:37

quote:
Dirk R. Wijnen schreef:
16??

Is dit de ondersteuning waar Josti het over had, om de meute stil te houden tijdens de AVA?

:->))

Dirk

Lijkt erop, er zullen weer wat nieuwe bonus voorstellen goedgekeurd moeten worden.

Extra bonus voor het MT-RVC als er in september minimaal 3 zondagen vallen na de zaterdag.
Moet wel direct aansluitend zijn, dus geen b.v. dinsdag ertussen.

[verwijderd] 4 juni 2009 13:41

Een extra dubbele bonus als binnen 10 jaar NA de IPO de koers wederom op 18 euro komt.

jecebe 4 juni 2009 13:53

quote:
wilb52 schreef:
Een extra dubbele bonus als binnen 10 jaar NA de IPO de koers wederom op 18 euro komt.

Die is vorig jaar al goedgekeurd.

November 2009 koers hoger of gelijk aan 18,40 dan gaat de geldkraan even open voor de heren.
En het kost de aandeelhouder iets meer als een weekendje Efteling.

[verwijderd] 4 juni 2009 14:13

2011 bedoel je.

Deze " beloning " is gewoon een belediging van de aandeelhouder.

Van 18.00 IPO naar 18.40 in 11 jaar

En DAAR krijg je dan een giga bonus voor.

[verwijderd] 4 juni 2009 14:42

quote:
wilb52 schreef:
2011 bedoel je.

Deze " beloning " is gewoon een belediging van de aandeelhouder.

Van 18.00 IPO naar 18.40 in 11 jaar

En DAAR krijg je dan een giga bonus voor.

VERKOPUHH, Man. Wat zit je je toch de hele tijd op te winden. Sinds november vorig jaar is de koers ruim 100% omhoog. Zet je centen dan bij Zalm op de bank, maar ga IETS doen!

[verwijderd] 4 juni 2009 14:52

Heb ik net gedaan 6K op 15.90

Nog 10X K te gaan (:->D)

Is binnen 2 maanden verdubbeld ( Maar NIET in de LEUGEN : " Microsoft van de Biotech ": NOT )

aossa 4 juni 2009 15:00

quote:
wilb52 schreef:
Heb ik net gedaan 6K op 15.90

Er hebben nooit 6K op 15.90 in het boekje gestaan :-(
Noch dump van 6K op 15.90 zien voorbij komen.

<LOL>

[verwijderd] 4 juni 2009 15:04

2 X 3 k

Zoals de waard is vertrouwt hij z'n gasten (:->D)

aossa 4 juni 2009 15:12

De 16,06 gemist ?
De marge wordt wel erg klein nu (smalle boellinger banden).

BTW. Vergeet niet te gaan stemmen !

jecebe 4 juni 2009 15:17

quote:
aossa schreef:
De 16,06 gemist ?
De marge wordt wel erg klein nu (smalle boellinger banden).

BTW. Vergeet niet te gaan stemmen !

Volgende week maar mikken op de 14?

[verwijderd] 4 juni 2009 15:18

quote:
wilb52 schreef:
Heb ik net gedaan 6K op 15.90

Nog 10X K te gaan (:->D)

Is binnen 2 maanden verdubbeld ( Maar NIET in de LEUGEN : " Microsoft van de Biotech ": NOT )

En dan deze keer je belofte nakomen!

[verwijderd] 4 juni 2009 15:19

Het is wat met die aliassen. Ik heb gehoord dat je die net als domeinnamen ook kan verkopen aan de hoogste bieder. Denk je met een serieus alias te maken te hebben en dan ineens komt die nieuwe eigenaar en dat is me dan schrikken!

[verwijderd] 4 juni 2009 15:25

quote:
jecebe schreef:
[quote=aossa]
De 16,06 gemist ?
De marge wordt wel erg klein nu (smalle boellinger banden).

BTW. Vergeet niet te gaan stemmen !
[/quote]

Volgende week maar mikken op de 14?

Ik mik op 12
Trouwens , interesseert me niet meer
ben bijna los.

Crucell , high tech, easier, faster , cheaper .

NOT NOT NOT

anders stond die koers wel op 30+

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