Posts by jiroen

    flims hat am 14.09.2017 16:15 geschrieben:

    Also, du meinst:

    +27% wenn JA

    -42% wenn NEIN

    Das würde bedeuten: der Markt denkt heute Abend, dass die Chancen eines JA sind von 56%, eines NEIN von 44%.

    Richtig? Ich war immer schlecht in Mathe.

    Mhh ich weiss nicht... Sarizotan nähert sich und das ist auch die beste Karte in Newron's Spiel :)

    Alzheimer's focused AC Immune has multiple shots on goal

    14 August 2017

    Jefferies targets a punchy $25 for the shares, well over three times' the current price of at $7.30 (ndlr. 9$ today)

    Alzheimer's focused biotech AC Immune Ltd (NASDAQ:ACIU) is undervalued in the light of its multiple shots on goal for treating the brain disease, says US broker Jefferies, which rates shares a 'buy'.

    Jefferies targets a punchy $25 for the shares, well over three times' the current price of at $7.30 - up 2.53% on the day.

    Its candidate Crenezumab underpins the broker's valuatrion of the group, which is partnered with Genentech in a Phase III trial with data expected in the second half of 2020. The broker estimates US$4.4bn world wide peak sales for the drug by 2028 estimates for $16 a share net present value (NPV).

    Analyst Peter Welford notes that ACIU has three other Phase Ib-IIa products for a pipeline providing a multitude of catalysts by 2018.

    He reckons the biotech's below $300mln enterprise value (EV) substantially undervalues the group.

    Last week the group confirmed that all key pipeline programmes were on-track, he adds.

    "We still expect a further update on anti-Abeta vaccine ACI-24 by YE, with the 4th dose cohort ongoing in Phase I/IIa."

    Welford adds: "We forecast cash to be adequate for burn well into 2019E, by which time a significant number of catalysts could crystallise value."

    ursinho007 hat am 05.09.2017 10:55 geschrieben:


    Warten wir mal ab ihr Schwarzmaler.

    Ich denke der momentane Kurs ist v.a. so mies, weil noch ungewiss ist, wie die restlichen 30 Mio. beschafft werden. Es ist ja allgemein bekannt, dass Unsicherheit das grösste Gift für einen Akienkurs ist.

    Hoffentlich verschwindet ein Teil dieser Ungewissheit mit den HJ Ergebnissen.

    Goldi hat am 04.09.2017 20:33 geschrieben:

    *biggrin* *mosking* *ROFL* Traurig aber leider wahr

    Ganz möglich, dass Newron am 13.9. wieder bei 20 ist. Viele wollen die schwarzen Zahlen des 1. Semesters nicht verpassen.

    Ausser wenn Evenamide News früher kommen.

    Mit einer 3-Monate-Brille:

    Mit einer 3-Monate-Brille: Abwärtsrichtung

    Mit einer 3-Jahre-Brille: Kursschwankung

    15, 17 oder 20 (ohne News von newron) macht es keinen Unterschied für welche die mittelfristig bis langfristig investiert sind. Wir sind im Biotech-Sektor... und Kursschwankungen gehören dazu.

    Salut Théo

    Je ne sais pas trop que penser de Kuros. Ils me semblent très professionnels et font les bons choix (notamment l'achat d'Xpand)... reste à savoir si leurs produits réussiront à se faire une place sur le marché.

    Quant à newron, il ne faut pas oublier que sa valeur actuelle est très très inférieure au consensus des analystes:…CALS-SP-198001/consensus/

    Alors certes, ces derniers sont probablement un peu trop optimistes... la vérité se situe probablement entre les deux.

    Quoi qu'il en soit, la valeur actuelle de 17 est très basse... et même s'il devait y avoir une augmentation de capital pour financer evenamide, je ne vois pas le titre chuter beaucoup plus bas. Cela d'autant plus qu'on est à moins d'un an de l'échéance sarizotan... donc un regain d'intérêt est à prévoir pour ces 12 prochains mois.


    2.33 => langsam aber sicher

    2.33 => langsam aber sicher Abwärtsrichtung.

    Bin gespannt auf die Half year results und auf den Stand der Dinge mit Indien. Wird es einen Grossauftrag geben oder wieder einen Flop wie mit Narada?


    • Pipeline expansion with new antibodies against alpha-synuclein and TDP-43
    • Proprietary scientific approach rapidly delivers high-quality assets
    • Execution of clear strategy around three pillars
      • Alzheimer's disease
      • Other significant neurodegenerative and neuro-orphan indications
      • Diagnostics

    Lausanne, Switzerland, August 22, 2017 - AC Immune SA (NASDAQ: ACIU), a Swiss-based, clinical stage biopharmaceutical company with a broad pipeline focused on neurodegenerative diseases, today announced it has discovered new antibodies against two targets in the pathogenesis of neurodegenerative diseases. Alpha-synuclein is an established target for Parkinson's disease and other Lewy body diseases, while TDP-43 is a recently identified target of growing interest for neuro-orphan indications such as Frontotemporal Lobar Degeneration. More interestingly, both targets also play an important role in other significant neurodegenerative indications such as Alzheimer's disease, beyond the established hallmarks of Abeta and Tau. These next-generation antibodies were discovered using the company's proprietary SupraAntigen(TM) platform, which has already generated four products in clinical development, including crenezumab partnered with Genentech/Roche in Phase 3 for Alzheimer's.

    Prof. Andrea Pfeifer, CEO of AC Immune said: "We are very pleased to move these next-generation antibodies into our discovery pipeline. They have significant potential for addressing the underlying pathology of a range of unmet indications, and reinforce our belief that precision medicine is critical to delivering effective treatments in Alzheimer's disease and other neurodegenerative diseases. We are executing a clear strategy around three pillars: Alzheimer's disease, other significant neurodegenerative diseases and neuro-orphan indications, and diagnostics. Our unique combination of scientific knowledge and assets continues to expand our high-value pipeline of candidates for both in-house development and partnerships."

    Andreas Muhs, Ph.D., Chief Scientific Officer of AC Immune, added: "Many neurodegenerative diseases share their mode-of-action and targets, which provides opportunities for synergistic development of product candidates. Our common scientific approach to proteinopathies complemented with proprietary diagnostics, consistently and rapidly delivers new high-quality treatments for precision medicine in neurodegenerative diseases. These two latest antibody programs have unique binding properties to only the pathological forms of alpha-synuclein and TDP-43, and we are encouraged by the observations of expert groups on their potential attributes as novel therapeutics."

    Powerful combination of therapeutics and diagnostics

    The Company believes it will generate additional value by leveraging its deep understanding and experience in Alzheimer's disease into other significant and neuro-orphan indications. Our unique immunotherapy approach addresses and treats the underlying misfolding of proteinopathies that causes neurodegenerative diseases, rather than simply treating the symptoms. Moreover, the company pairs early detection diagnostics with therapeutic candidates to ensure better clinical trials, superior patient care and reduced costs in development.

    The two antibody discovery programs announced today use the Company's SupraAntigen(TM) platform. They complement the R&D collaboration with Biogen (announced April 2016) comprised of two radiopharmaceutical diagnostic programs to develop PET-ligands for both alpha-synuclein and TDP-43, using AC Immune's proprietary Morphomer(TM) chemistry technology platform, designed to interact with the basic process of protein misfolding.

    These latest antibody discovery programs reflect the growing body of evidence about the benefits of targeting pathological elements (Brettscheider et al, Nature Reviews 2015) and the different modelling techniques used to generate specific binding properties of compounds. AC Immune is collaborating with various expert groups to elucidate the exact mode of action of the two next-generation antibodies.

    About alpha-synuclein

    Alpha-synuclein is a protein expressed principally in the central nervous system, but is also produced in other tissues. The pathological form of this protein is a major component of Lewy bodies, clumps of aggregated protein that are a cardinal neuropathological feature of Parkinson's disease, dementia with Lewy bodies and multiple system atrophy. The recently identified mechanism of spreading of the alpha-synuclein pathology in neurodegenerative diseases make alpha-synuclein a target for this antibody program.

    About TDP-43

    TDP-43 (TAR DNA binding protein 43) is a new target in the area of neurodegenerative diseases. Misfolded, aggregated TDP-43 is found in diseases as Frontotemporal Lobar Degeneration (FTLD-TDP), chronic traumatic encephalopathy and Huntington's disease. There is growing body of evidence that the pathological TDP-43 protein plays an important role in multiple neurodegenerative diseases, including Alzheimer's and Parkinson's disease. The link of clinical features associated with Alzheimer's (Josephs et al, Acta Neuropathol., 2014) and the mechanism of spreading of the pathology make TDP-43 a target for this antibody program.

    Keine Sorgen... Viele warten auf News (Half-Year results, evenamide) bevor sie sich positionieren. Wegen der aktuellen Unsicherheit, ist es nicht erstaunflich, dass Newron aktuell mehr verkauft als gekauft wird.

    Betreffend Half-Year results: in max 3 Wochen wissen wir mehr. Was sind eure Erwartungen?

    Im letzten Jahr:

    HY1 2016
    Licence income/Royalties 3,891
    Other income 17
    Research and development expenses (8,240)
    General and administration expenses (4,402)
    Net loss 8,754

    Meine Erwartungen für dieses Jahr:

    HY1 2017
    Licence income/Royalties 13,500
    Other income 0
    Research and development expenses (4500)
    General and administration expenses (4500)
    Net win 4,500

    Da die Xadago Sales in USA erst im Juli begonnen haben, werden keine neue Royalties generiert. In EU erwarte ich (hoffe ich) ca. +50 Prozent im Vergleich zum letzten Jahr.

    PS. Sorry für mein Deutsch, ich bin französischsprachig

    Lieber Gruss