Alexion: Auf zu neuen Höhen? WKN: 899527
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"Patients with LAL-D often develop cirrhosis and severe dyslipidemia at an early age. Unfortunately, historical treatment approaches have not been effective in changing the devastating course of the disease," said lead study author Barbara K. Burton, M.D., Professor of Pediatrics at the Northwestern University Feinberg School of Medicine and Attending Physician at the Ann & Robert H. Lurie Children's Hospital of Chicago. "Importantly, in this study of children and adults with LAL-D, enzyme replacement therapy produced significant reductions in ALT as well as other disease-related lipid and liver abnormalities compared with placebo."
LAL-D is caused by genetic mutations that result in a marked decrease or loss in LAL enzyme activity in the lysosomes across multiple body tissues, leading to the chronic build-up of cholesteryl esters and triglycerides in the liver, blood vessel walls and other tissues. Patients with LAL-D often experience a rapid onset of life-threatening disease manifestations, and many patients may be asymptomatic until they experience a severe consequence of the disease.2,3
"LAL-D is a devastating and ultra-rare disorder in which half of children and adults will progress to fibrosis, cirrhosis, or liver transplant in three years," said David Hallal, Chief Executive Officer of Alexion. "Today, many patients with LAL-D are not accurately diagnosed, and those who are face severe consequences. As a global leader in rare diseases, Alexion recognizes the devastation that patients with LAL-D and their families face. The publication of these pivotal Phase 3 data in the New England Journal of Medicine will raise much-needed awareness of LAL-D in the medical community so patients can receive an accurate and rapid diagnosis."
In addition to the NEJM publication, the Journal of Pediatric Gastroenterology & Nutrition recently published the largest longitudinal review of children and adults with LAL-D. In this observational study, ALT was elevated in more than 90% of patients, LDL cholesterol was abnormal in nearly 65% of patients (mean value of 202.9 mg/dl), HDL cholesterol was abnormal in more than 40% of patients, and the overall frequency of liver transplantation was 13%. Reductions in LDL were typically small in patients taking lipid-lowering medication.4 Findings from this study confirm the significant burden of LAL-D despite historical supportive care.
On September 1, 2015, Alexion announced that the European Commission approved Kanuma for the treatment of patients of all ages with LAL-D. In addition to data from the ARISE study, the summary of product characteristics (SmPC) for Kanuma in the European Union includes clinical data from a separate study showing a significant benefit in terms of survival (67%, or 6 out of 9) in patients with the infant form of LAL-D beyond 12 months, compared with 0 out of 21 patients in an untreated historical cohort.5
Alexion übernimmt Syntimmune für 1,2 Mrd. $
https://www.fiercebiotech.com/biotech/...h-paying-1-2b-for-syntimmune
https://seekingalpha.com/article/...sive-rare-disease-player-end-2018
zunächst nur rel kleines Investment.
Grund:
1. Hantson - ehemaliger Baxalta CEO - war dort gut - hat bei Alexion "ausgekehrt"
2. rare desease könnte in ein paar Jahren wie Shire zu Takeda kommen
FDA genehmigt Ultomiris
https://seekingalpha.com/news/...alexions-ultomiris-wins-fda-approval
Alexion meldet Zahlen für 2018
- 2018 Umsatz ~4,13 Mrd. $
- 2018 Gewinn ~78 Mio. $
- GAAP-EPS 0,35 $
- Ausblick 2019
- Umsatz ~4,625-4,700 Mrd. $
- GAAP-EPS ~ 6,14-7,26 $
- Ausblick 2019
https://news.alexionpharma.com/press-release/...ull-year-2018-results
Alexion meldet Zahlen für Q1/19
- Umsatz 1,140 Mrd. $
- Gewinn 588 Mio. $
- EPS 2,61$
- Umsatzausblick leicht angehoben auf 4,675-4,750 Mrd. $
- GAAP-EPS angehoben auf 6,76-7,96$
https://ir.alexion.com/news-releases/...ts-first-quarter-2019-results
Patentstreit mit Amgen um Soliris
https://www.fiercepharma.com/pharma/...-pto-strikes-up-soliris-review
- Neues 52 WT
- Unsicherheit bzgl. Patentstreit
https://endpts.com/...-immunovant-as-alexion-abandons-fcrn-inhibitor/
Hedge Funds kritisieren Alexion
https://endpts.com/...er-hedge-fund-calls-for-biotech-to-sell-itself/
Die Einschätzung von Elliott das sie 40-50% unterbewertet wären ist ja schon ganz interessant :
https://seekingalpha.com/news/3573335-elliott-wants-alexion-sale
Positiv ist auch das sie profitabel sind und die Umsätze seit Jahren deutlich steigen, siehe :
https://www.ariva.de/alexion_pharmaceuticals-aktie/bilanz-guv
Mit den Zukäufen der letzten Jahre haben sie eine recht breit aufgestellte Pipeline, wobei auffällt das recht viel schon in Phase 3 ist :
https://alexion.com/our-research/pipeline
Von Nachteil ist natürlich die große Abhängigkeit von Soliris, und außerdem der nicht gerade bullische Chart ...
Durch die eher günstige Bewertung könnte ich mir vorstellen das sie vielleicht auch mal ein Übernahmetarget werden könnten, wie es vor einiger Zeit mit Celgene geschah die auch recht günstig waren.