Keryx

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Lieve16
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Re: Keryx

Berichtdoor Lieve16 » 07 Feb 2018 15:38

Het is al zover cicero!


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Re: Keryx

Berichtdoor believer » 07 Feb 2018 15:49

Nochtans goeie verkoop,shorters die koers proberen laag houden?

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Re: Keryx

Berichtdoor believer » 07 Feb 2018 15:50

believer schreef:Nochtans goeie verkoop,shorters die koers proberen laag houden?

Niet vergeten bij zo een belachelijk lage koers zijn ze echt wel een overnameprooi

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cicero007
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Re: Keryx

Berichtdoor cicero007 » 07 Feb 2018 15:52

believer schreef:
believer schreef:Nochtans goeie verkoop,shorters die koers proberen laag houden?

Niet vergeten bij zo een belachelijk lage koers zijn ze echt wel een overnameprooi


Hoop doet leven... :?
If you can't stand the heat, stay out of the kitchen ...

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cicero007
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Re: Keryx

Berichtdoor cicero007 » 07 Feb 2018 16:20

cicero007 schreef:
believer schreef:
believer schreef:Nochtans goeie verkoop,shorters die koers proberen laag houden?

Niet vergeten bij zo een belachelijk lage koers zijn ze echt wel een overnameprooi


Hoop doet leven... :?



Inmiddels terug op het niveau van September '16...
:o :oops: :o
If you can't stand the heat, stay out of the kitchen ...

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Re: Keryx

Berichtdoor believer » 07 Feb 2018 17:07

Nu toch enig herstel,één of andere shorter die even paniek zaaide?
Scripts waren goed en we groeien goed,vrijdag 1650scripts zou top zijn!
Ooit moeten ze coveren en hopelijk komen ze het zelfde tegen als bij Ablynx!

Steven DC
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Re: Keryx

Berichtdoor Steven DC » 08 Feb 2018 09:51

Ik blijf het toch bizar vinden. Tijdens het voorbije jaar hadden we een aantal (kleine) onzekerheden zoals de FDA-approval in november => Het kon nog altijd mis gaan.
We hadden af en toe een negatieve uitschuiver tijdens de Earnings (afboeking, enz ...)
En het aandeel deed in die periode een move van 5 naar 8 euro

Nu zijn we post FDA-approval, die onzekerheid is weg, de scripts zijn stijgende, de cijfers waren deze keer goed. En wat doet dit aandeel nu? Van 8 naar iets boven de 4 ... ik ben blij dat ik de beurs helemaal begrijp ondertussen (met een lichte vleug sarcasme gezegd)
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Re: Keryx

Berichtdoor emma » 08 Feb 2018 14:30

Bij verdere daling vandaag koop ik een tweede pakketje. ;)

Mvg,Emma

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Re: Keryx

Berichtdoor sanderus » 08 Feb 2018 14:56

The $17.3 million in Auryxia’s sales was driven by strong prescription demand which in the fourth quarter increased 22% to 30,400 prescriptions, which represents 6.5 million Auryxia tablets. Our fourth quarter results reflect strong prescription demand and a tablet volume growth of Auryxia almost entirely as a treatment for hyperphosphatemia

Dus bijna nog niks van IDA. We kunnen dit positief bekijken omdat IDA nog erbij moet komen of negatief waarom dit zo traag van start gaat.

Dit ook in de gaten houden :

First, the IMS or retail capture rate for the fourth quarter was 56% with the remaining 44% of Auryxia scripts coming through the specialty channel, which is consistent with the IMS specialty mix throughout 2017. As we expect prescriptions for iron deficiency anemia to almost solely come through the IMS channel. Overtime, the percentage of prescriptions coming via the IMS channel will increase.

Overtime, increased IDA related tablet growth should favorably impact our overall gross-to-net adjustments given that we expect IDA prescriptions to be more weighted from commercial payers as appose to hyperphosphatemia prescriptions which are more heavily weighted for Medicare part D payers. It will take some time to realize this benefit.
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Re: Keryx

Berichtdoor cicero007 » 08 Feb 2018 18:10

Keryx Biopharmaceuticals Inc.KERX reported a loss of 26 cents per share in the fourth quarter of 2017, wider than Zacks Consensus Estimate of a loss of 18 cents. The loss was however narrower than the year-ago loss of 32 cents.

Revenues came in at $18.7 million in the quarter, beating the Zacks Consensus Estimate of $17 million and surpassed the prior-year figure of $9.5 million.

Keryx's only marketed drug, Auryxia, is already approved to control serum phosphorus levels in adults with chronic kidney disease on dialysis.

In November 2017, the FDA approved an additional indication of Auryxia to treat adults with iron deficiency anemia ("IDA") and chronic kidney disease, not on dialysis. With the latest approval, Auryxia can now be prescribed to treat two chronic kidney complications.

Quarter in Detail

Auryxia net product sales in the United States came in at $17.3 million, up from $8.2 million in the prior-year quarter. Sales were up 27% sequentially. Sales in the quarter were driven by strong prescription demand. Auryxia's prescription increased 22% sequentially to 30,400 in the quarter, which represents 6.5 million Auryxia tablets.

License revenues came in at $1.4 million, up 7.7% year over year. Keryx earns license revenues from royalties on net sales of Riona (Japan's trade name for Auryxia) from its Japanese partners.

Research and development expenses increased to $12.6 million in the quarter from $6.2 million in the year-ago quarter, primarily owing to manufacturing and clinical activities to aid Auryxia's long-term growth.

Selling, general and administrative expenses were $28.8 million, up 25% backed by continued commercialization of Auryxia and preparations related to the launch of the drug for IDA.

The company did not provide any guidance for 2018 as the company waits to see how Auryxia is adopted by the patients in the IDA setting.

The uncertainty surrounding the expected contribution from the IDA indication probably hurt investor sentiments and thus shares of the company fell by about 9.3%. Over a year, Keryx's share price has declined 22.5%, as against the industry 's growth of 1.4%.





2017 Results

In 2017, Keryx reported loss of $1.43 per share narrower than the loss of $1.52 in 2016.

Revenues in 2017 were $60.6 million, up 89.6% year over year.

Our Take

Keryx's loss in the fourth quarter was wider than expected but sales beat estimates. The FDA approval for Auryxia for an additional indication might boost sales of the company, given that the IDA market holds great potential.
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