Lazard将Viropharma 目标价从14美元提高至17美元,评级为买入
3/22/2010
Jefferies将Viropharma 目标价从16美元提高至18美元,并维持买入评级
3/22/2010
ViroPharma 财报低於预期，股价大跌10%
4/28/2010
第1季每股盈馀0.26美元，较分析师预期的0.32美元差了0.06美元；营收年增率50.5%，为9060万美元，分析师预期9250万美元。ViroPharma提高Cinryze净销售额目标区的低档，ViroPharma预估Cinryze今年净销售额介於1.55-1.75，研发与销售丶一般丶行政费用预期介於1.25-1.4亿美元。SFAS 123R费用预估介於1000-1200万美元。
Thursday, April 29, 2010
Tuesday, April 27, 2010
Highlights of 1Q 2010 conference call
Here are some highlights of today's Seattle Genetics conference call:
- All systems seem go, thus far, for NDA of SGN-35 early next year and subsequent commercialization.
- Pretty routine review of other clinical development and trials, except for this:
Results from the SGN-33 Phase 2 trial will be delayed. Results now are expected in late second quarter or early third quarter. Siegall attributes this to delays in achieving the needed 186 "events." Poster Ricarduno has defined these "events" as patient deaths, an interpretation confirmed later during this call. In other words, patients treated with SGN-33 appear to be surviving longer than expected. If so, that is good news all around.
Responding to a question, Siegall advised caution in making too much of this at the moment. Direct quote: "It is a little bit of a dangerous assumption to make. It's very hard to determine anything related to the data so far. We're double blinded in the study. (But) we're excited with the program. We think we have a potential opportunity with AML."
- The company expects to end the year with more than $265 million in cash and investments, close to the year-end 2009 total of $287.7 million. Firm now has 300 employees; they expect to grow that by 15 to 20 percent, mostly in the clinical team to support the SGN-35 NDA and in the new manufacturing and commercial operations.
Asked by an analyst if they're investing enough in the business, Siegall said: "Isn't this a wonderful question as opposed to the usual questions bio-techs get?"
Asked by another analyst (who observed that SGEN clearly has enough cash now to get SGN-35 to market) about raising additional funds through stock issues, Siegall ducked a direct response. "We intend to become an important biotechnology company, making products that affect patients who have cancer. If we have enough dollars to go forward and we don't have to refinance..." He sort of trailed off there.
- Prospects for advancing SGN-35 in second- or first-line therapies remain good. Siegall: "We're excited about bringing this drug into front-line therapy. We're bullish on that. We're excited enough to be investing in it and working on it."
- Asked about SGN-40, Siegall said they are evaluating all their clinical data and "what a drug conjugate would look like." Sounds like it's on the back burner at the moment.
FROM YAHOO MESSAGE BOARD
April 13, 2010
Seattle Genetics target raised to $15 from $12 at RBC Capital
RBC believes Seattle Genetics has a favorable risk/reward into the SGN-33 data expected in Q2. The firm upped its target and maintains an Outperform rating on the stock.
- All systems seem go, thus far, for NDA of SGN-35 early next year and subsequent commercialization.
- Pretty routine review of other clinical development and trials, except for this:
Results from the SGN-33 Phase 2 trial will be delayed. Results now are expected in late second quarter or early third quarter. Siegall attributes this to delays in achieving the needed 186 "events." Poster Ricarduno has defined these "events" as patient deaths, an interpretation confirmed later during this call. In other words, patients treated with SGN-33 appear to be surviving longer than expected. If so, that is good news all around.
Responding to a question, Siegall advised caution in making too much of this at the moment. Direct quote: "It is a little bit of a dangerous assumption to make. It's very hard to determine anything related to the data so far. We're double blinded in the study. (But) we're excited with the program. We think we have a potential opportunity with AML."
- The company expects to end the year with more than $265 million in cash and investments, close to the year-end 2009 total of $287.7 million. Firm now has 300 employees; they expect to grow that by 15 to 20 percent, mostly in the clinical team to support the SGN-35 NDA and in the new manufacturing and commercial operations.
Asked by an analyst if they're investing enough in the business, Siegall said: "Isn't this a wonderful question as opposed to the usual questions bio-techs get?"
Asked by another analyst (who observed that SGEN clearly has enough cash now to get SGN-35 to market) about raising additional funds through stock issues, Siegall ducked a direct response. "We intend to become an important biotechnology company, making products that affect patients who have cancer. If we have enough dollars to go forward and we don't have to refinance..." He sort of trailed off there.
- Prospects for advancing SGN-35 in second- or first-line therapies remain good. Siegall: "We're excited about bringing this drug into front-line therapy. We're bullish on that. We're excited enough to be investing in it and working on it."
- Asked about SGN-40, Siegall said they are evaluating all their clinical data and "what a drug conjugate would look like." Sounds like it's on the back burner at the moment.
FROM YAHOO MESSAGE BOARD
April 13, 2010
Seattle Genetics target raised to $15 from $12 at RBC Capital
RBC believes Seattle Genetics has a favorable risk/reward into the SGN-33 data expected in Q2. The firm upped its target and maintains an Outperform rating on the stock.
Tuesday, April 20, 2010
Seattle Genetics 将从Genentech收取950万美元款项
SeatTLe Genetics宣布，Roche Group (RHHBY)子公司Genentech， Inc.将支付950万美元，以更新特定标的独家授权，并延续与 Seattle Genetics的合作研究期间。根据协议，Genentech有权力用Seattle Genetics的ADC技术抗体，以及Genentech选择对抗目标疾病的抗体。Genentech负责研究丶产品开发丶制造与商业销售流程。
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