Posts by charly

    Ab Stocktwits.com, MDXG, User Bemelord12


    This is James the Accountant. These are my revised forecast for MDXG. As a fundamental investor, I make forward forecast based on an understanding of historical data. Below are my updated numbers: Millions


    Date. Sales. Fair price/Share


    12/21. 535. 24


    12/22. 748. 34


    12/23. 1400. 63


    12/24. 2100. 95


    12/25. 5000. 227


    The sales in the early years are what the market will be discounting in the future and reflected in the price. The later years are my sales forecast! The company will be bought out for 175 to 250 per share between 2024 and 2025’ Happy hunting!


    ... liegen lassen und abwarten

    Atlan hat am 20.08.2021 16:41 geschrieben:

    Quote

    Atlan hat am 20.08.2021 15:57 geschrieben:

    Hier noch der Link


    Response from Sue on LinkedIn 8/19/2021 : ExroTechnologies (reddit.com)

    Bin gerade über dies gestolpert - wenn ein CEO auf einer Plattform die nicht börsenrelevant ist solche Infos veröffentlicht, müssten die Alarmglocken läuten, denn das ist eindeutig eine Ungleichbehandlung von Aktionären ... wieso macht Sie das wohl? ...


    ... es ist bekannt dass TSX es nicht so genau nimmt mit Börsenregeln aus eigener Erfahrung, darum: TSX ist für mich ein No Go!


    Viel Glück

    Ex CMGI, ex. Moduslink, Mehrheitsaktionär SPLP will STCN komplett übernehmen, vorallem wegen 2.1 Mrd. USD NOL (Verlustvorträge aus CMGI Zeiten), über 40 Mio Aktien fehlen ihnen.


    Kalkulations-Sheet ab Twitter:

    https://i.ibb.co/4Y81rrY/BB643-B36-B40-D-4797-B7-A1-4-C06-F6…

    - 2,1 Mrd. USD in NOLs, OpCo handelt mit ~5,1x FCF
    -$SPLP ist der einzig logische Bieter aufgrund von IRC 382 "Change-in-Control"-Beschränkungen
    - Downside: OpCo-Wert
    - Upside: Vollständiger NOL-Nutzungswert für $SPLP
    - Katalysator(en):$SPLP braucht NOL="Zwangskäufer"


    Aktuell läuft noch eine Abklärung über die Strategie


    -Übernahme, zu welchem Preis/Aktie in Abklärung


    -Ev. Verkauf von STCN (mit Moduslink & IWCO Direct) und Übernahme der NOL


    -Abwarten mit Entscheid, Übernahme später


    -Re-Splitt 10:1 wurde an GV genehmigt, Durchführung ist offen, gäbe dann nur noch 6.5 Mio Aktie zu ca. 18.50 USD


    Details hier:


    Steel Connect: The $2 Billion King Of NOLs
    https://seekingalpha.com/artic…g-of-nols?source=ios-mail


    Szenarien:


    -Kauf STCN kommt zustande => Preis/Aktie siehe Sheet, oben


    -Kauf vorerst ausgesetzt: Aktie säuft ab..


    Aktie aktuell weit unter fairem Wert bei 1.90 USD

    https://www.practicalcardiology.com/view/the-future-of-sotag…

    Deepak Bhatt, MD, discusses a presentation he gave at ESC Congress 2021 on SGLT2, 1/2 inhibition and reflects on the potential for sotagliflozin to receive approval from the FDA based on data from SOLOIST-WHF and SCORED.

    Although SGLT2 inhibitors have put the ‘flozins’ at centerstage at recent cardiology conferences, a unique newcomer to the group has been making waves since a pair of phase 3 trials were presented at the American Heart Association 2020 Annual Meeting.

    A dual SGLT1/2 inhibitor, sotagliflozin made a splash in late 2020 with the SOLOIST-WHF and SCORED trials, which demonstrated the agent provided meaningful benefit in patients with diabetes and chronic kidney disease or heart failure. Despite impressive data from its phase 3 program, sotagliflozin has no existing FDA indications, unlike other SGLT2 inhibitors.

    The subject of SLGT1/2 inhibition and its effect on cardiovascular and kidney endpoints was the subject of a late-breaking presentation led by principal investigator of the SOLOIST-WHF and SCORED trials Deepak Bhatt, MD, MPH, executive director of interventional cardiovascular programs at Brigham and Women’s Hospital, at the European Society of Cardiology (ESC) Congress 2021. With an interest in learning more about sotagliflozin and its potential for receiving an FDA indication in the future, we reached to Bhatt for more perspective and that conversation is the subject of this ESC Congress 2021 House Call.

    https://finance.yahoo.com/news/lexicon-welcomes-esc-heart-fa…

    Lexicon Welcomes New ESC Heart Failure Treatment Guidelines Establishing SGLT Inhibitors as Standard of Care



    Lexicon Pharmaceuticals, Inc.
    Mon, August 30, 2021, 1:00 PM·4 min read
    In this article:



    New guidelines from the European Society of Cardiology recommend addition of SGLT inhibitors to standard of care for patients with acute and chronic heart failure.

    Guidance underscores the benefits of SGLT inhibitors in significantly reducing risk of death due to cardiovascular causes or heart failure hospitalization.

    THE WOODLANDS, Texas, Aug. 30, 2021 (GLOBE NEWSWIRE) -- Lexicon Pharmaceuticals, Inc. (Nasdaq: LXRX) welcomes the new recommendation by the European Society of Cardiology (ESC) to add SGLT inhibitors as part of the standard of care for the prevention and treatment of heart failure (HF). SGLT inhibitors have been given a Class IA recommendation-- the strongest endorsement-- in updated clinical practice guidelines released by the ESC Heart Failure working group in the EU at its annual meeting, the ESC Congress 2021 - The Digital Experience.

    Specifically, the guidelines recommend the following for the primary prevention of HF in patients with risk factors for its development:

    “SGLT2 inhibitors (canagliflozin, dapagliflozin, empagliflozin, ertugliflozin, sotagliflozin) are recommended in patients with diabetes at high risk of cardiovascular (CV) disease or with CV disease in order to prevent HF hospitalizations.”

    The guidelines recommend the following for the treatment of patients with HF and diabetes or for the treatment of diabetes in HF:

    “SGLT2 inhibitors (canagliflozin, dapagliflozin, empagliflozin, ertugliflozin, sotagliflozin) are recommended in patients with type 2 diabetes mellitus (T2DM) at risk of CV events to reduce hospitalizations for HF, major CV events, end-stage renal dysfunction, and CV death.”

    “SGLT2 inhibitors (dapagliflozin, empagliflozin, and sotagliflozin) are recommended in patients with T2DM and heart failure with reduced ejection fraction (HFrEF) to reduce hospitalizations for HF and CV death.”

    The guidelines also addressed worsening heart failure, noting:

    “The combined SGLT-1 and 2 inhibitor, sotagliflozin, has also been studied in patients with diabetes who were hospitalized with HF. The drug reduced CV death and hospitalization for HF.”

    “Safety and better outcome have also been recently shown in a prospective randomized trial with sotagliflozin in diabetic patients hospitalized for HF, irrespective of their left ventricular ejection fraction (LVEF).”

    “It is quite rare for an investigational drug to be listed in the guidelines prior to regulatory approval and we do not take the trust and confidence that ESC has placed in sotagliflozin lightly,” said Craig Granowitz, M.D., Ph.D., senior vice president and chief medical officer at Lexicon. “We know patients with heart failure suffer reduced quality of life and remain at high risk of hospitalization or death, and these new guidelines are a strong call to action to ensure patients receive the most effective therapies for acute and chronic heart failure. We continue to work diligently for these patients and plan to submit a New Drug Application with the U.S. Food and Drug Administration later this year for its review of sotagliflozin, as a therapy for people suffering from heart failure and living with type 2 diabetes.”

    The full 2021 ESC Guidelines for the diagnosis and treatment of acute and chronic heart failure can be found at escardio.org.

    About Sotagliflozin
    Discovered using Lexicon’s unique approach to gene science, sotagliflozin is an oral dual inhibitor of two proteins responsible for glucose regulation known as sodium-glucose co-transporter types 1 and 2 (SGLT1 and SGLT2). SGLT1 is responsible for glucose absorption in the gastrointestinal tract, and SGLT2 is responsible for glucose reabsorption by the kidney. Sotagliflozin is approved in the European Union (EU) for use as an adjunct to insulin therapy to improve blood sugar (glycemic) control in adults with type 1 diabetes with a body mass index ≥ 27 kg/m2, who could not achieve adequate glycemic control despite optimal insulin therapy, but has not yet been commercially launched. Sotagliflozin is not approved for use in any other indications, including heart failure.

    Ab LXRX, Yahoo Board übersetzt mit Google


    Jetzt wissen wir, dass SOTA der klare Gewinner bei HFpEF gegenüber Eli Lilly EMPA (Jardiance) ist - 37% gegenüber 21% Wirksamkeit. Ich glaube, dass AstraZenecas DAPA (Farxiga) in der DELIVER P3-Studie, die später in diesem Jahr herauskommt, nicht besser sein wird als EPMA.


    Vergessen Sie nicht, dass SOTA in den Studien SOLOIST und SCORED P3 auch Vorteile bei MI und Schlaganfall zeigte, während keiner seiner SGLT2-Inhibitor-Cousins eine Wirksamkeit zeigte. In den USA gibt es jährlich 1,5 Millionen MI-Fälle und 7 Millionen Schlaganfälle, während die Risikopopulation viel größer ist.


    Außerdem ist SOTA ideal für T2D mit CKD, da das SGLT1 im Darm wirkt – nicht in der Niere, was es auch in der postprandialen A1C-Kontrolle einzigartig und differenzierend macht. SOTA für allgemeine T2D-Patienten zur Kontrolle von A1C, Blutdruck und Gewicht werden aufgrund kurzer Patentlaufzeiten und allgemeiner SGLT2-Bedenken heruntergespielt.


    SOTA für T1D ist in der EU zugelassen und die FDA kann ihr Urteil aufgrund der jüngsten Vorteile von HF ändern.


    Die holprige Straße von SOTA neigt sich dem Ende zu, Leute, wir haben gerade die Autobahn zum Sieg betreten.


    T1D: Diabetes Typ 1
    T2D: Diabetes Typ 2


    PS: Sanofi hat letztes Jahr die Partnerschaft mit Lexicon zur Erreichung der Marktreife und Vermarktung von SOTA aufgekündigt und zahlte $260 Millionen an Lexicon. Vermarktung liegt nun bei Lexicon oder einer Partnerfirma (wird gesucht, offen).


    Kursziel: Nördlich von $20 :)

    https://www.tctmd.com/news/sotagliflozin-beneficial-across-r…

    Lexicon, Medikament Sotagliflozin


    Wirksamkeit 37%

    Hint of a CV Death Benefit

    Pooling data from 11,784 patients in SOLOIST-WHF and SCORED, the primary endpoint of CV death, HF hospitalization, and urgent HF visits was reduced 28% with sotagliflozin (HR 0.72; 95% CI 0.63-0.82). In the 739 patients with HFpEF, the reduction in the primary endpoint was 37% (HR 0.63; 95% CI 0.45-0.89). In an intention-to-treat analysis, there was no significant reduction in the risk of cardiac death in the entire cohort, but there was a significant 23% reduction in CV death in the on-treatment analysis.

    Eli Lilly, Medikament Jardiance

    Wirksamkeit 21% - von impressive keine Rede [Blocked Image: https://img.wallstreet-online.de/smilies/biggrin.gif]
    (Heute bestätigt)



    „Full results from the landmark EMPEROR-Preserved phase III trial demonstrated that Jardiance (empagliflozin) showed an impressive 21% "

    LXRX is the winner


    Aktie Up to $4.61 +16.7%

    Elias hat am 03.08.2021 09:19 geschrieben:

    Quote

    ABB: Goldman Sachs erhöht auf 45 (44) Fr. - Buy

    52 Wochen-Tief liegt bei 21.85, hoffentlich kräftig aufgestockt?


    Ich musste nicht da ich damals knapp über Allzeittief aufgestockt habe und immer noch halte

    Krass was da die SNB an USD Anlagen angehäuft hat!


    https://fintel.io/i/swiss-national-bank


    Swiss National Bank has disclosed 2,641 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 162,134,960,000 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Swiss National Bank's top holdings are Apple Inc (US:AAPL) , Microsoft Corporation (US:MSFT) , Amazon.com, Inc. (US:AMZN) , Facebook Inc (US:FB) , and Alphabet Inc. Class C (US:GOOG) . Swiss National Bank's new positions include LYFT Inc (US:LYFT) , Palantir Technologies Inc. Class A (US:PLTR) , IAC/INTERACTIVECORP (US:US44891N2080) , Bentley Systems, Incorporated Class B (US:BSY) , and CLARIVATE PLC (US:CLVT) .