Kaufen-Halten-Verkaufen

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MorphoSys AG kein aktueller Kurs verfügbar
 
fosca:

Kaufen-Halten-Verkaufen

 
29.08.00 22:22
Kaufen-Halten-Verkaufen


Die Kurse der am Franfurter Neuen Markt gelisteten Biotechunternehmen koennten nach ihrer monatelangen Talfahrt nach Einschaetzung von Analysten bald von einer wiedererrungenen Gunst der Anleger profitieren. "Biotech-Aktien wurden so gepruegelt, jetzt kann es nur noch aufwaerts gehen", sagt Christiane Dienhart von der Hypovereinsbank Research.
Einen Grund fuer die negative Kursentwicklung vieler Biotechnologiewerte sieht die Analystin in der bisweilen sehr hohen Bewertung der Unternehmen zum Zeitpunkt des Boersengangs. "Die Bewertungskriterien waren nicht immer ganz zweifellos", sagt Dienhart. Das koennte auch daran liegen, dass in Biotechnologieunternehmen oft sehr viel Wagniskapitl fliesse, das mit zweistelligen Renditeerwartungen verknuepft sei. Diese Erwartungen koennten die Produkte junger Biotech-Firmen aber kurzfristig oft nicht erfuellen: "Man muss sich schon fragen, wieviel heute ein Krebsmittel wert ist, an dem noch zehn Jahre geforscht werden muss."
Auf kurze Sicht wuerden deshalb am Neuen Markt vor allem die Unternehmen erfolgreich sein, die nicht selbst Wirkstoffe produzieren, sondern als Zulieferer ihr Geld verdienen, sagt Matthias Duerr von Independent Research. Zu Unrecht sei MWG Biotech in den Sog der Branche geraten. Das Unternehmen schreibe bereits heute schwarze Zahlen.
Uebereinstimmend halten beide Analysten Qiagen und Innogenetics fuer besonders empfehlenswert. Morphosys wird dagegen eine unterdurschnittliche Steigerungsrate vorausgesagt.

Handelsblatt 28.06.99

Man schaue sich heute Morphosys und Innogenetics an ;)


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Karlchen_I:

Und man schaue sich die BIOTechs an der Nasdaq an.

 
30.08.00 00:04
Heute ging es z.T. bis zu 60% bergab.
fosca:

Ist mir nicht aufgefallen.

 
30.08.00 00:09
Von welchem Wert sprichst Du?
Karlchen_I:

Fosca: Gliatech o.T.

 
30.08.00 00:17
fosca:

Ich habe mir vor laengerer Zeit an

 
30.08.00 00:25
Glia die Haende verbrannt. Damals gab es Zulassungsprobleme ihres Hauptproduktes in den USA. Ich bin sofort raus. Ein paar Tage spaeter
stand der Wert da wo er herkam. Allerdings waren es keine 60%.
was_weiß_ich:

medarex und ilex haben sich da ja sehr gut gehalte

 
30.08.00 08:36
n!!!

was aber passiert heute mit glia in usa? in d gibt´s heute morgen wohl gute einstandskurse, und nachmitags??? gute 20-reaktions-%??? oder doch nicht??



hier die meldung:

 

Gliatech, biotech stocks slide

By Ted Griffith, CBS.MarketWatch.com
Last Update: 6:00 PM ET Aug 29, 2000  NewsWatch
Latest headlines

NEW YORK (CBS.MW) - Biotechnology stocks dropped for the second straight day Tuesday with shares of Gliatech Inc. suffering one of the sharpest declines.

The Amex Biotechnology Index ($BTK: news, msgs) fell 0.3 percent and the Nasdaq Biotechnology Index ($IXBT: news, msgs) slipped 0.6 percent.

Late Monday, Gliatech (GLIA: news, msgs) and Guilford Pharmaceuticals (GLFD: news, msgs) said they agreed to scrap Guilford's proposed acquisition of Gliatech.

Gliatech said that Guilford's decision was related to concerns raised by the U. S. Food and Drug Administration about clinical data submitted to the FDA by Gliatech. The company, which sells a gel that is supposed to prevent post-surgical scaring, said it "intends to cooperate fully with the FDA to resolve all concerns." Gliatech, whose work overlaps both the biotechnology and medical device fields, is also developing drugs to treat neurological disorders.

Shares of Gliatech (GLIA: news, msgs) plunged 15 3/16, or 59 percent, to 10 3/16

Shares of Guilford (GLFD: news, msgs) gained 3 5/8, or 19 percent, to 21 1/4.


 
was_weiß_ich:

noch ne glia-meldung:

 
30.08.00 08:37
Tuesday August 29, 11:26 pm Eastern Time
Press Release
SOURCE: Gliatech Inc.
Gliatech Comments on FDA Observations
CLEVELAND, Aug. 29 /PRNewswire/ -- Gliatech Inc. (Nasdaq: GLIA - news) today issued a statement regarding the previous announcement regarding inspectional observations contained in a Form 483 report which identified certain items pertaining to the recording of the data and the process Gliatech used in recording and presenting this data to the U.S. Food and Drug Administration (``FDA'') with respect to the U.S. clinical trial of ADCON®-L.

The Pre-Market Approval (``PMA'') Application for ADCON®-L was approved by the FDA in May 1998. This PMA Application contained the results of a pivotal multi-center European clinical trial, as well as interim data from a U.S. clinical trial, which was in process at the time. The European pivotal clinical trial demonstrated that use of ADCON®-L resulted in a statistically significant reduction in the incidence of extensive scarring and that there is a statistically significant correlation between the presence of scarring and the recurrence of postoperative pain. As part of the FDA approval conditions of ADCON®-L to be marketed in the U.S., the Company was required to complete the U.S. clinical study and submit the results to the FDA for inclusion in the product labeling. Upon completion of the U.S. clinical study, the Company filed an amendment to its PMA Application containing among other things, a proposed change to its package insert incorporating the final results of this study.

In June 2000, the FDA began an audit of the results of the U.S. clinical study and issued inspectional observations contained in a Form 483, which identified certain items pertaining to the recording of the data and the process Gliatech used in recording and presenting this data to the FDA. On August 23, 2000 Gliatech was presented with a Form 483 by the FDA concerning conduct of this study. The primary effectiveness parameter for ADCON®-L in this study is the amount of scar around the spinal cord as determined by magnetic resonance imaging (MRI). To validate the readings of these MRI's, a separate study (Intraobserver Reliability Study) was performed in which 115 of 324 MRI's were read and scored a second time. The observations noted on this form include:


   *  The observations conclude that:
      -- 32 of these 115 readings were different from the original scores.
      -- The Intraobserver Reliability Study was only performed on data that
         was not previously submitted to the FDA.
      -- The Intraobserver Reliability Study scores were discussed in the
         final ADCON®-L U.S. clinical study report submitted to the FDA
         without notation or discussion with the FDA that such scores were a
         result of a second reading of the MRI's.
      -- During the audit, these second readings were compared to results
         from the original MRI readings, and 29 of the 32 second scorings of
         the MRI's resulted in a more favorable outcome for ADCON®-L than
         did the original MRI data.
      -- Six (6) of the second scorings of the MRI's had erasures or
         write-overs and resulted in a more favorable outcome for ADCON®-L
         than did the original MRI data.

   *  The observations noted that the Intraobserver Reliability Study was
      performed to assess the reliability of the scar scores given by the
      physician reading the original MRI's.  He was to re-read some of the
      MRI's that he had originally read and scored during the U.S. ADCON®-L
      study.  His re-read scores were to be compared to his original scores.

   *  Upon review of the study data, a photocopy of an unsigned MRI scoring
      sheet, rather than the original data sheet, was found in one (1) out of
      the 324 patient files.  When the MRI was read a second time, the new
      scores showed more scar present in this patient.  This study data sheet
      was for an ADCON®-L patient.

   *  The observations noted that six (6) out of the 280 evaluable patients
      in the study did not meet all the required criteria for inclusion.  One
      additional patient was excluded and the observations noted that the FDA
      disputed the criterion for the exclusion of such patient.

   *  In the clinical study, an MRI was to be obtained at 6 months
      postoperatively.  The observations noted that in approximately 14% of
      the patients the MRI that was obtained was taken more than one month
      late.


The Company is taking immediate steps to fully understand all issues involved in these matters. Specifically, the Company is conducting an investigation by an internal task force comprised of members of the Company's executive and clinical personnel who were not involved in the U.S. ADCON®-L clinical study, and the Company's Board of Directors has commissioned an investigation to begin immediately which will be conducted by external legal and regulatory experts. The results of this investigation will be presented to the Company's Board of Directors for determination of appropriate action.

The Company is committed to a full resolution of all Form 483 items and will be submitting the responses to the items cited in the Form 483 within 15 days. With respect to the current situation with the FDA, the Company is taking all appropriate steps to address the concerns raised by the FDA and to resolve those concerns in a manner satisfactory for Gliatech. The issuance of the FDA observations does not prohibit Gliatech from continuing to market ADCON®-L in the U.S.

Gliatech is engaged in the discovery and development of biosurgery and therapeutic products to improve surgical outcomes and to treat neurological disorders. The biosurgery products include the ADCON® family of products, which are designed to inhibit postsurgical scarring and adhesions, and a proprietary monoclonal antibody to treat anti-inflammatory disorders. Gliatech's neurological disorders programs are focused on development small molecule drug candidates to modulate the cognitive state of the nervous system and to treat the symptoms of schizophrenia.

Certain statements in this press release constitute ``forward-looking statements'' that are subject to risks and uncertainties which may cause the actual results of the Company to be different from expectations express or implied by such forward-looking statements. Such factors include, but are not limited to, uncertainty of market acceptance of the Company's products, the uncertainty of expenses associated with clinical trials and research efforts which may affect the continued profitability of the Company, uncertainty of regulatory approvals, the timing and content of decisions by the FDA, including the decisions with respect to the recent inspectional observations issued by the FDA, the uncertainty of market conditions and other risk factors detailed in the Company's SEC filings.

SOURCE: Gliatech Inc.

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