Keryx

Beleggen in aandelen beurs New York, Dow Jones index, Nasdaq-100 en S&P500
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piddybull
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Re: Keryx

Berichtdoor piddybull » 14 Nov 2017 23:52

Dagverse biotechnologische producten van de beurs.


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Re: Keryx

Berichtdoor piddybull » 15 Nov 2017 00:23

Dagverse biotechnologische producten van de beurs.

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Re: Keryx

Berichtdoor piddybull » 15 Nov 2017 11:04

Opmerkingen van SADIE (Yahoo) ivm Stifel Healthcare bij Webcast (live)

They did mention EU at all and there were no questions regarding the EU.

As to market expansion. There first target is to hit hard at the existing targets (Nephrologists). They have significant work to do in that community and are hitting it hard supposedly starting Monday educating them on the expanded label. So that is the first group to be hit. They did not go into detail on expansion of marketing.

In all honesty (and in my opinion) I do not think they will ever get to that market. I think they are touting the potential of that market to maximize the value of the company in a BO. To me the presentation today was a strong marketing of the company for potential suitors.
__________________

Finally, as to any indication of the company being up for sale? None was given however they certainly made the company itself and the potential market seem excellent to any potential buyer. Much tighter overall presentation that should put fear into competitors in my book.

As to the decision not to provide guidance, this was discussed. It appears most prevent lent reason is that the mix between new and old indication and the growth trajectory of new indication is unknown right now. On top of that they need time to see the mix of payors too. Thus rather then giving guessing they felt it best to hold off until they have a couple of quarters with the new indication and with the new payors with real numbers before providing guidance.

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Though my assumption is that the payors will seek greater discounts over time. But with that volume the bottom line is still huge even if they discount.

We’re please with current growth, market share growth this year. This is very different then where we were 3 years ago. Back then nothing in place to launch a successful business. Now it is.

Broad label does not preclude scripting for stage 1&2 that opens up to all CKD population (29million+)

He is doing much better than he did in the Quarterly earnings call. He has emphasized A as the fastest growing TX in the space.
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Re: Keryx

Berichtdoor piddybull » 15 Nov 2017 16:24

Bron Yahoo
Source NASDQ ownership summary as reported as 11/15/2017 AM
OWNER DATE Shares Held Shares Change Change (%) Value in ($1,000s)

BAUPOST 9/30/2017 25,791,678 0 0 123,284
VANGUARD 9/30/2017 7,564,970 366,701 5.09 36,161
BLACKROCK INC. 9/30/2017 5,985,567 579,741 10.72 28,611
ABRAMS 9/30/2017 5,719,176 0 0 27,338
CONSONANCE 9/30/2017 5,229,455 -1,775,586 -25.35 24,997
STATE ST 9/30/2017 3,605,496 477,648 15.27 17,234
FMR LLC 9/30/2017 2,242,664 -72,000 -3.11 10,720
CLEARBRIDGE 9/30/2017 1,605,624 134,580 9.15 7,675
RICE HALL JAMES 9/30/2017 1,601,172 -65,762 -3.95 7,654
MILLENNIUM 9/30/2017 1,444,625 -411,214 -22.16 6,905
NORTHERN 9/30/2017 1,130,921 41,061 3.77 5,406
AMERIPRISE 9/30/2017 1,037,957 -131,815 -11.27 5,273
BANK OF NEW YORK 9/30/2017 973,229 10,175 1.06 4,779
AMERIPRISE 9/30/2017 1,037,957 -131,815 -11.27 4,961
GEODE 9/30/2017 893,176 41,014 4.81 4,269
RUSSELL INVESTMENTS 9/30/2017 754,631 665,069 742.58 3,705
COUGH 9/30/2017 751,101 488,800 186.35 3,590
OLD WEST 9/30/2017 710,912 -74,924 -9.53 3,398
GOLDMAN 9/30/2017 708,053 22,380 3.26 3,384
MONARCH PARTNERS 9/30/2017 685,700 262,540 62.04 3,
HOLDERS OF 650,000 SHARES PLUS INCREASED HOLDINGS BY 426,593 SHARES/THIS IS A CONFIRMATION OF TRUST IN FUTURE OF KERX
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Re: Keryx

Berichtdoor piddybull » 16 Nov 2017 12:26

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Re: Keryx

Berichtdoor Lieve16 » 16 Nov 2017 15:14

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Re: Keryx

Berichtdoor cicero007 » 16 Nov 2017 19:11

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Re: Keryx

Berichtdoor piddybull » 17 Nov 2017 14:48

Symphony $1.24mm vs $1.09mm.
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Re: Keryx

Berichtdoor sanderus » 17 Nov 2017 14:52

$KERX Symphony $1.24mm vs $1.09mm

Na een stagnering van 2 weken vandaag topscrips waarschijnlijk. Ook rekening houden met de serieuze korting die ze in q3 hebben moeten geven.

Zit hier de IDA goedkeuring al tussen? Dan is dit pas van 3 dagen. Scripts zij n van vorige week.
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Re: Keryx

Berichtdoor besportie » 17 Nov 2017 18:10

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