DERMA SCIENCES langfristiges Topinvest!

Derma Sciences potentially finds a way to help the body utilize its own stem cells more productively for wound healing.
www.dermasciences.com/dsc127/

Derma Sciences Reports Continued Healing at 24 Weeks in Patients with Diabetic Foot Ulcers Treated with DSC127 in Phase 2 Trial

Healing spread widens between DSC127 0.03% group and placebo group compared with 12-week data

Wounds up to five times more likely to heal at 24 weeks with DSC127 0.03% versus placebo
www.ir.dermasciences.com/profiles/investor/...40&BzID=1109

Derma Sciences First Quarter Results Feature Positive Cash Flow from Operations, Advanced Wound Care Product Sales up 57%, Total Sales up 12%
www.ir.dermasciences.com/profiles/investor/...40&BzID=1109

Derma Sciences Inc said foot ulcers in 85 percent of diabetic patients healed completely after being treated with its experimental drug at the end of a 24-week trial, improving its chances of licensing the drug to potential partners.
www.reuters.com/article/2011/05/25/...es-idUSTRE74O5JI20110525

Advanced BioHealing wurde vor kurzen von Shire Pharma für 750 Mio Dollar vom Markt genommen, noch bevor es zum Börsengang kam.
www.dowjones.de/site/2011/05/...iohealing-for-750-million.html


Konkurenzproduckt zu DSC 127
www.abh.com/product/dermagraft-2/

DSCI wird gerade mit ca. 60 Mios bewertet und hat wahrscheinlich einen Umsatz von 60 Millionen Dollar in 2011.

Studie, die im 1 HJ 2012 starten soll, die Ergebnisse der Phase 2 bestätigen, dürfte es ganz schön krachen. :-)))

Derma Sciences Raises $29 Million in Private Placement Financing

Proceeds to Be Used to Advance DSC127 into Phase 3 Trials in Diabetic Foot Ulcers and for New Sales Representatives for Advanced Wound Care Products
finance.yahoo.com/news/...s-29-bw-2520367581.html?x=0&.v=1

Oppenheimer & Co. Inc. and Canaccord Genuity Inc. served as lead placement agents for the offering. Roth Capital Partners and Rodman & Renshaw served as advisors to the Company.

The securities offered in this financing transaction have not been registered under the Securities Act of 1933, as amended (the “Securities Act”), or applicable state securities laws. Accordingly, the securities may not be offered or sold in the United States except pursuant to an effective registration statement or an applicable exemption from the registration requirements of the Securities Act and such applicable state securities laws. Pursuant to the terms of a registration rights agreement entered into with the purchasers, the Company has agreed to file a registration statement with the Securities and Exchange Commission registering the resale of the shares of common stock sold in the offering and issuable upon exercise of the warrants. Any offering of the Company’s securities under the resale registration statement referred to above will be made only by means of a prospectus.

This release does not constitute an offer to sell or the solicitation of an offer to buy the securities, nor shall there be any sale of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful prior to the registration or qualification under the securities laws of such jurisdiction.
finance.yahoo.com/news/...s-29-bw-2431238791.html?x=0&.v=1

www.thestreet.com/story/11166445/8/...cks-that-could-soar.html

b2icontent.irpass.cc/...gnature=BwqRyZKFCgnwtfc4GhN7xD6kPcs%3D

b2icontent.irpass.cc/...gnature=BwqRyZKFCgnwtfc4GhN7xD6kPcs%3D

Das DSCI schon alleine durch das Wundcaregeschäft steigen müsste. Die Umsätze wachsen schnell und die Produkte haben eine Hohe Marge. Desweiteren werden in diesem Bereich 20 neue Topseller eingestellt. Also ist DSCI auch ohne den Blockbuster DSC127 so gut aufgestellt.
Das Potential ist Unglaublich...Peeeeeeeeeeeeeerle


Gruss macos

Oppenheimer startet Derma Sciences mit Outperform und einem Kursziel von $21.
www.finanznachrichten.de/...nem-kursziel-von-dollar-21-009.htm

Hier dürften bald andere Regionen drin sein?

Gruß macos

Market Report - Short Stories (DSCI)

6. Juli 2011 09.31 Uhr ET

Derma Sciences eingeleitet mit einem Outperform bei Oppenheimer, tgt 21 $. Oppenheimer initiiert DSCI mit Outperform und Kursziel von 21 Dollar. Sie glauben, ihren Vorsprung Pipeline Kandidaten DSC127, für das diabetische Fußsyndrom ( DFU ) ist eine transformative Produkt für DSCI. Sie gehen derzeit davon aus US-Spitzen-Umsatzpotenzial von 285 $ mln und Peak-ex-US Lizenzgebühren von $ 109 Mio. in 2023. Wichtig ist, DSCI kürzlich berichtet, robust Phase-II-Daten für DSC-127, Treffen primären und sekundären Endpunkte, und sie rechnen derzeit mit Beginn der Phase-III-Studien in 1H12. Sie glauben, DSCI traditionellen und vorab Wundversorgung Unternehmen sorgen für stabile Drehzahlen und Cashflows, die sie erwarten, teilweise kompensiert Entwicklungskosten mit DSC127 verbunden.
money.msn.com/business-news/...p;Date=20110706&ID=13864951

ca 49 Mille sammeln..das finde ich jetzt nicht mehr so toll. Innerhalb kürzester zeit die Aktienanzahl von ca. 6,7 auf ca 17,5 Millionen ist schon ein ganz schöner Brocken. :(((
www.dailyfinance.com/company/...REGST/11959703/pdf/sec-filings

da ist die Herstellung von DSCI`s Produckten, wieder ein bisschen günstiger....

Und bei der Menge an Kohle die sie zur Zeit sammeln, gehe ich davon aus, das sie den US Markt alleine stemmen.

Kann mir gut vorstellen das es für ex US-Rechte eine Nette Upfrontzahlung geben wird.

Und nicht vergessen, das weitere Indikationen geprüft werden. Vor kurzen gab es auch eine Förderung der NHI damit DSC 127 gegen Strahlung getestet wird.

Desweiteren werden wahrscheinlich Studien gegen Verbrennungen, Dekubitus und Narbenbildung aufgelegt.
www.dermasciences.com/dsc127/development-plan/

Damit ziehlt DSC127 auf einen <10 Milliarden Markt?

Gruss Macos

KEY PRODUCT UNDER DEVELOPMENT

DSDSC127 (angiotensin analog)
Novel angiotensin analog for use in wound healing and scar reduction. Successfully completed a phase I trial in 4Q07, and presently undergoing phase II trials to assess safety and efficacy of DSC127 on healing diabetic ulcers. Results from the phase II trials are expected in 4Q10.

   "Blockbuster" potential - with applications in the following markets:
       $10 billion chronic wound market
       $8 billion scar prevention/reduction market
       $6 billion burn market
       $6 billion radiation and other wound markets
   Limited competition - Systagenix's Regranex is the only FDA-approved drug for wound healing. (Systegenix is formerly Johnson & Johnson's Chronic Wound Care division.)
       Regranex has a black box warning and has achieved sales exceeding $100M per year
www.ir.dermasciences.com/profiles/investor/...302&ID=10208

Quick-Med Technologies' NIMBUS(R) Technology Differentiated in Journal Article
Journal of Wound Practice and Research Cites Unique Features of BIOGUARD(R) Barrier Dressings With NIMBUS Antimicrobial Technology
www.marketwatch.com/story/...e-2011-07-20?reflink=MW_news_stmp

www.theflyonthewall.com/permalinks/...-with-a-Buy-at-Canaccord

www.theflyonthewall.com/permalinks/...e-for-MEDIHONEY-Hydrogel

PRINCETON, N.J.--(BUSINESS WIRE)-- Derma Sciences, Inc. (“Derma Sciences” or “the Company”) (Nasdaq:DSCI - News), a medical device and pharmaceutical company focused on advanced wound care, today announced it has achieved a key MEDIHONEY® sales milestone and is now on a greater than $7.0 million annual sales run rate. Under the terms of its exclusive worldwide licensing agreement with Comvita New Zealand Ltd., the supplier of medical grade Leptospermum (manuka) honey, Derma Sciences is to pay Comvita $1.0 million when the sales milestone is reached. The cash payment will be made on August 30, 2011.

“When we finalized our licensing agreement with Comvita in February of last year, we did not anticipate that we would reach this sales milestone so quickly,” said Edward J. Quilty, chairman and chief executive officer of Derma Sciences. “The rapid growth in MEDIHONEY sales, which more than doubled in the first quarter of this year compared with last year, is due to the expansion of our sales team over the past year both in the U.S. and abroad and the recognition among wound care clinicians of the excellent healing effects of this product, both anecdotally in their own patients and in published peer reviewed articles. With an annual run rate of more than $7.0 million now, and the expected launch next year of our recently 510(k)-cleared patented MEDIHONEY Hydrogel dressings, we are looking forward to increasing our investment in dedicated sales representatives to continue to accelerate growth not only in our MEDIHONEY line, but in our growing portfolio of advanced wound care products,” Mr. Quilty added.

Brett Hewlett, chief executive officer of Comvita said, “We have been impressed by the dedication of the Derma Sciences team and commitment of resources to make MEDIHONEY the leading brand of honey-based dressings for the management of wounds and burns. We are very pleased to receive this success-based milestone.”
finance.yahoo.com/news/...-Key-bw-1041116470.html?x=0&.v=1

Derma Sciences Reports Second Quarter Operating Results

Advanced wound care product sales up 47%, MEDIHONEY® sales up 66%

Conference call begins at 11:00 a.m. Eastern time today

Derma Sciences, Inc. (Nasdaq: DSCI), a medical device and pharmaceutical company focused on advanced wound care, today reported financial and operating results for the three and six months ended June 30, 2011. Highlights of the second quarter of 2011 and recent weeks include:

   Net sales were a record $15.9 million, up 20% over the prior year second quarter
   Advanced wound care product sales of $3.8 million increased 47% from the prior year with MEDIHONEY sales up 66%
   Advanced wound care sales accounted for 24% of net sales, up from 20% from the prior year
   Core product sales for the quarter of $12.1 million increased 13% over the prior year
   Quarterly net loss decreased to $551,295 from $976,640 in the prior year
   Reported continued excellent wound healing at 24 weeks with DSC127 in diabetic foot ulcers
   Preparing for end-of-Phase 2 meeting with the U.S. Food and Drug Administration (FDA) and began planning for Phase 3 pivotal trials with DSC127
   Continued licensing dialogues with potential partners for DSC127
   Raised gross proceeds of $29.1 million, $26.4 million net, in an equity offering
www.ir.dermasciences.com/profiles/investor/...amp;Category=440

www.thestreet.com/story/11222235/7/...ated-by-hedge-funds.html

Derma Sciences: Growing Business, Blockbuster Pipeline
seekingalpha.com/article/...-blockbuster-pipeline?source=yahoo

(Reuters) - Derma Sciences Inc expects to find a deep-pocketed partner for its treatment for diabetes-induced foot ulcers in the first half of 2012, even before it enrolls patients for late-stage trials.
www.reuters.com/article/2011/09/14/...es-idUSTRE78D6WK20110914

Derma Sciences Reports Third Quarter Financial and Operating Results; End-of-Phase 2 Meeting Set with FDA

Conference call begins at 11:00 a.m. Eastern time today
finance.yahoo.com/news/...Third-bw-1676661042.html?x=0&l=1

data.cnbc.com/quotes/DSCI/tab/8

Derma Sciences Meeting with FDA Supports Initiation of Phase 3 Studies with DSC127 in Diabetic Foot Ulcers
finance.yahoo.com/news/...-meeting-fda-supports-120000364.html