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Sanofi, Sanofi en nog eens Sanofi

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Alpen 14 juli 2010 12:03

quote:
maxen schreef:
...
ALS Crucell nu zelf de verkoop ter hand moet nemen...

Bekend is dat steeds meer de nadruk wordt gelegd op het opzetten en uitbreiden van eigen marketing en verkoop afdelingen, ook ter vervanging van minder rendabele distributiekanalen. Als dit proces zich zoals voorzien de komende vier jaar naar meerdere landen uitbreidt dan komt men qua M&S misschien niet in de buurt van die van Sanofi, maar de organisatie zal vergeleken met vandaag vermoedelijk beter in staat zijn om van "Inflexcell" een succes te maken mocht het de eindstreep halen. In het genoemde scenario, gebruikmakend van GSK of Sanofi verkoopkanalen zullen ook zij eraan willen verdienen dus de werkelijke waarde zal dan wel ergens tussen de twee genoemde uitersten liggen.

aossa 14 juli 2010 13:04

Of flu-vaccine verkopen aan instituten en individuele landen zoals de kindervaccines ?

In de EU wordt voorgesteld om de aankoop van flu-vaccines via Europa te regelen... (het is nog maar een voorstel, zoals zovele andere, we zien wel).

aossa 21 juli 2010 10:48

Sanofi Is Studying Israeli Flu-Vaccine Developer BiondVax, Les Echos Says
By David Whitehouse - Jun 18, 2010

Sanofi-Aventis SA is studying BiondVax Pharmaceuticals Ltd., an Israeli company that is seeking to develop a universal flu vaccine, French daily Les Echos reported, without saying where it got the information.

The two companies, which have regular talks, are not in exclusive negotiations, the newspaper said. BiondVax has a market value of about 83 million shekels ($22 million).

www.bloomberg.com/news/2010-06-18/san...

aossa 21 juli 2010 10:49

Sanofi Pasteur Influenza Vaccine Update
National Influenza Vaccine Summit
May 17, 2010

www.preventinfluenza.org/NIVS_2010/ad...

aossa 21 juli 2010 10:50

Phase 1-2 Completed for Universal Influenza Vaccine
Jan 15, 2010
By: Haydia Haniff
BioPharm Bulletin

BiondVax Pharmaceuticals Ltd, an Israeli biopharmaceutical company, has completed Phase 1–2 clinical trials of its Multimeric-001 universal flu vaccine.

According to the test results, the Multimetric-001 universal flu vaccine, produced in E. coli, activates both the antibody and cellular arms of the human immune system. “This makes the BiondVax universal vaccine different from other universal vaccines, which only stimulate a humoral response,” said Tamar Ben-Yadidia, PhD, director of research and development at BiondVax. “It also contributes to the universality of the vaccine.”

BiondVax’s Multimeric-001 Universal Flu Vaccine also stimulated both humoral (antibody) and cellular responses against both influenza type A (including H1N1) and influenza type B. Other universal vaccines that are currently under development provide protection against influenza type A only.

The Phase 1–2 trial was a randomized, single-blind, placebo-controlled, escalating double-dose safety study in which a total of 60 participants, males and females aged 18–49, received two intramuscular injections containing the Multimeric-001 vaccine, either with or without the Montanide ISA 51 VG adjuvant, and at two different dose levels. The clinical trial results showed that BiondVax’s Multimeric-001 universal flu vaccine is safe to use at all doses tested, both with and without adjuvant.

This trial is the first of two Phase 1–2 clinical trials of the Multimeric-001 universal flu vaccine being conducted by BiondVax. The second trial has already commenced with 60 participants aged 55–75, and is expected to be completed in the first quarter of 2010.

BiondVax is one of several companies developing a universal vaccine. VaxInnate Dynavax, and Acambis (now part of Sanofi Aventis), all have universal vaccines in various stages of development.

biopharminternational.findpharma.com/...

aossa 21 juli 2010 10:59

"BiondVax is one of several companies developing a universal vaccine. VaxInnate Dynavax, and Acambis (now part of Sanofi Aventis), all have universal vaccines in various stages of development. "

Volgens mij staan ze bij SA nog 'nergens' ivm het universal flu vaccine en is zeker geen prioriteit... zou trouwens concurrentie zijn aan de 'eigen gouden eieren' flu-business (zie update).

patient 23 juli 2010 20:45

quote:
patient schreef:
PARIS (Dow Jones)--Sanofi-Aventis SA (SNY) Friday declined to comment on a report that the French drugmaker is preparing an acquisition in the U.S. that could be worth around $20 billion.

Citing people familiar with the situation, Bloomberg reported Thursday that Chief Executive Chris Viehbacher has briefed Sanofi's board on the deal.

The process is in "very early" stages and an agreement with the unidentified takeover target may not be reached, Bloomberg said.

Voorde zekerheid toch maar wat aandeeltjes Genzyme kopen ;0))

online.wsj.com/article/SB100014240527...

Volgende overname waarop ik inzet is die van Octoplus door Biolex therapeutics!!
Bingo!!! ;0))

[verwijderd] 23 juli 2010 21:05

Compliment Patient!

[verwijderd] 23 juli 2010 21:50

Genzyme stond in m'n rijtje.

Dirk R. Wijnen - 2 jul 10, 14:09 | Reageer | Quote | Dit is niet OK | Aanbevolen:0

Mogelijke kandidaten:

Ticker marketcap
BAX $24B
GENZ $14B
BIIB $12,5B
CELG $33B (Zal 'm niet worden, denk ik)

Naar synergievoordelen niet gekeken.

Dirk

aossa 23 juli 2010 21:51

quote:
Dirk R. Wijnen schreef:
Naar synergievoordelen niet gekeken.

Ze zouden iets hebben met STAR ;-)

[verwijderd] 26 juli 2010 20:01

EARNINGS PREVIEW: Sanofi's M&A Plans To Overshadow 2Q Results
Last update: 7/26/2010 11:48:44 AM

Mimosa Spencer Of DOW JONES NEWSWIRES PARIS (Dow Jones)

--Sanofi-Aventis' (SNY) second quarter results announcement Thursday will likely be overshadowed by company guidance on its acquisition policy as evidence grows the French drugs maker seeks a large, transformative purchase.

Under the direction of Chief Executive Chris Viehbacher, Sanofi has in the past year and a half actively pursued smaller deals in a bid to find new sources of growth to offset the loss from drugs facing patent expiry.

But the company now appears to be eyeing larger targets, at a time when the pressure on its traditional sources of revenue has heightened. Friday's approval by the U.S. Federal Drug Administration for a generic alternative to one of its top-sellers, the blood thinner Lovenox, prompted a stream of downward revisions of analyst estimates and the company itself lowered its full-year guidance.

Sanofi now expects earnings per share this year to be stable to down 4% compared to 2009, at constant exchange rates. Last quarter, Sanofi said it expected 2% to 5% growth in EPS this year, but stipulated the guidance did not take into account potential generic competition for Lovenox.

Sanofi said it sticks to its longer term target of matching 2008 revenues in 2013, but some say that may be a challenge. Analysts at Exane BNP Paribas Monday reduced forecasts following Friday's approval for generic Lovenox, and predict Sanofi will miss that goal.

Exane BNP Paribas' forecast has moved downwards to 2% below flat earnings per share in 2013, from 5% above that target previously. The analysts estimate Lovenox sales will decline 17% per year over the next five years, to EUR970 million in 2015 from a previous estimate of EUR1.75 billion. Exane BNP Paribas rates Sanofi shares outperform. Expectations for Sanofi's new atrial fibrillation drug Multaq have also sagged in recent weeks. Tim Anderson, analyst with Bernstein Research said in a recent note that if U.S. prescription trends don't improve, his estimates for over EUR900 million in Multaq sales in 2015 could be at risk. Anderson rates the drug maker's shares at market perform. Analysts expect Sanofi's second-quarter revenue to rise around 1%, according to a Dow Jones Newswires poll of 11 analysts. Sales of its diabetes treatment Lantus and vaccines are seen driving the growth and helping to offset declines in Plavix and cancer treatment Eloxatin, both expected to be hit by generic alternatives

Vaccines, and the field of diabetes treatment have been flagged by Sanofi as areas for future growth. Analysts say Sanofi could afford a large acquisition such as biotechnology company Genzyme Corp. (GENZ) and that such a move would make sense. The purchase of the biotech company would renew Sanofi's pipeline of new products, improve results, diversify its offering and offer synergies with its core business, said Aresene Guekam, analyst with CM-CIC in a note Monday.

He rates shares buy. The Wall Street Journal Friday reported Sanofi had approached Genzyme. Sanofi declined to comment. Sanofi shares ended flat Monday at EUR45.59 in a slightly higher CAC-40 index. The stock has lost 1.2% of its value over the past 12 months.

- By Mimosa Spencer, Dow Jones Newswires; +33 1 40 17 17 73; mimosa.spencer@dowjones.com (END)

Dow Jones Newswires

flosz 29 juli 2010 10:46

Sanofi-Aventis Said to Be Likely to Bid $18 Billion for Genzyme
www.nytimes.com/2010/07/29/business/2...

Bijlage:

harrysnel 29 juli 2010 11:14

Q2 results
en.sanofi-aventis.com/binaries/201007...

pag 12:
"In July, Sanofi Pasteur and Crucell agreed to terminate their cell-based influenza collaboration."

aossa 29 juli 2010 12:15

pag 6
Polio/Pertussis/Hib Vaccines net sales increased 2.7% to €281 million in the second quarter. Pentacel® sales grew by 8.0% to €94 million driven by CDC’s inventory replenishment. Pentaxim® net sales increased 33.3% to €52 million. First-half net sales of Pentacel® and Pentaxim® were €149 million and €102 million, respectively.

Seasonal influenza vaccines sales for the second quarter amounted to €76 million, versus €32 million last year, reflecting a shift in southern hemisphere sales from the first quarter to the second quarter due to completion of A/H1N1 production. Sanofi Pasteur continued to reinforce its leadership in seasonal influenza vaccines with first-half sales of €113 million, up 10.7% versus last year. Sanofi Pasteur expects a record influenza vaccines season, in particular in the U.S with the launch of Fluzone® High Dose IM for the elderly. As projected, A/H1N1 net sales reached €419 million for the first half and are comparable to the second half of 2009.

harrysnel 29 juli 2010 15:52

Q&A
Vraag over situatie Shanta. Na optreden van probleem mbt Shan5 is er actieplan gemaakt. Kwaliteitsissues bestudeerd en mediation plan ingediend 21 juni. Zijn verschillende gesprekken met WHO gepland na "summer break".. Rationale voor overname blijft; manufacturing & rd base voor makkelijke toegang tot lokale markt. Daarna toevoeging dat Shan5 niet is afgeschreven, probleem mbt fluctuation vooral van "cosmetische aard"...

aossa 31 juli 2010 16:33

quote:
maxen schreef:
Kortom: Crucell gaat niet simpelweg door met Flucell-zoals-door-Sanofi-begonnen, maar verpakt de antigenen daarna nog tot virosomen, om tot een beter product te komen. Dus 'n betere frase zou kunnen zijn: Crucell neemt de licentie terug van Sanofi om met behulp van Per.C6 cellen flu antigens te kweken.

Dit las ik in de archieven:
(sunshine == maxen ???)

www.investorvillage.com/smbd.asp?mb=2...

/quote
Flu vaccine Cell, VLP and DNA
When Crucell early on indicated their plans to develop a flu vaccine, prior to Sanofi/Adventis, they indicated their plans to produce a killed vaccine not because it is the most effective but because it can go through the licensure process most quickly.

The killed flu vaccine has always shown limited effectiveness especially in the elderly. The Aventis/Crucell vaccine will not likely be better then prior vaccines but will be the most pure vaccine int he world.

A better flu vaccine could be made but the financial incentives are not presently there. The Crucell lisosomal vaccine is the best in the world. IMO as it illicits a protective response in both sides of the immune system (T and B cells).
It is unknown if the DNA or VLP products will be better as clinical trials have not started and the pathway to licensure will take years.
It will be interesting to watch the development of these technologies by Vical and Nvax as they may be competitors as well as RNAi technology but not for many many years.

Sunshine
/end_quote

[verwijderd] 3 augustus 2010 15:24

Allergan CEO Says Company Isn't For Sale, Deal Would Be Tough
Last update: 8/2/2010 2:37:39 PM

By Jon Kamp
Of DOW JONES NEWSWIRES

Allergan Inc.'s (AGN) chief executive, in response to speculation that a large pharmaceutical company could purchase the maker of Botox, reiterated Monday that the company isn't for sale and that it would be hard for a potential buyer to justify a deal.

The recent speculated suitor was French drug giant Sanofi-Aventis SA (SNY), although the Wall Street Journal reported last week -- citing people familiar with the matter -- that Sanofi has made an informal acquisition approach to biotech firm Genzyme Corp. (GENZ).

Allergan Chairman and Chief Executive David E.I. Pyott wouldn't comment on whether he was also approached, but made it clear this isn't the company's plan.

Allergan's view remains "that we're not for sale," Pyott said Monday, in an interview with Dow Jones Newswires. "I was somewhat amused" by the Sanofi speculation, he added.

"This was probably the fifth time we were rumored to be the acquisition target of somebody." That isn't to say Allergan's board wouldn't consider a big offer, which is their duty to shareholders.

But it would be hard for a potential suitor to justify paying a hefty price because Allergan isn't a project in need of repair or a small company that would gain global reach through a bigger firm, Pyott said.

It would take a big premium "to make us believe that our shareholders are better served," and a potential buyer has to show their own shareholders how they'll pay back that amount, Pyott said.

"That's why I'm still sitting here," he said. He's been CEO at the Irvine, Calif., company, which makes eye drugs and several aesthetic medical products, for more than 12 years.

Big purchases are also distracting for employees, especially when the involved companies promise synergies that mean shedding lots of workers, the executive added.

"Every time there's a big mega merger I'm kind of happy," he said. "Our biggest recent influx of refugees is from Wyeth," which Pfizer Inc. (PFE) bought in October 2009.

Allergan shares recently traded up 5.29% to $64.29, fueled by better-than-expected results in the second quarter and signs of progress in a quest to win U.S. approval to market Botox as a migraine headache treatment.

-By Jon Kamp, Dow Jones Newswires; 617-654-6728; jon.kamp@dowjones.com (END) Dow Jones Newswires

[verwijderd] 26 augustus 2010 12:58

Sanofi Board Places $70/Shr Cap On Genzyme Bid

-Bloomberg
Last update: 8/25/2010 10:02:44 AM

DOW JONES NEWSWIRES

France's Sanofi-Aventis SA (SNY), which has a $69-a-share offer on the table for Genzyme Corp. (GENZ), is unwilling to pay more than $70 a share for the U.S. biotechnology firm, and may consider looking elsewhere for an acquisition, Bloomberg News reported Wednesday on its website, citing three people with knowledge of the matter.

Manufacturing setbacks at Genzyme have raised concerns at Sanofi-Aventis, and the French company's board supports a bid of up to $70 a share and is unlikely to go beyond that figure.

In turn, Sanofi-Aventis may consider a bid for Bausch & Lomb Inc. (BOL), Allergan Inc. (AGN), or Celgene Corp. (CELG) if a Genzyme deal fails to materialize, three people told the news service. Spokesmen for Sanofi-Aventis and Genzyme declined comment.

Full story at: www.bloomberg.com/news/2010-08-25

DRW

voda 29 augustus 2010 18:27

'Sanofi komt met nieuw bod op Genzyme'
29 augustus 2010, 18:24 | ANP
PARIJS (AFN) - De Franse farmaceut Sanofi-Aventis blijft geïnteresseerd in een overname van het Amerikaanse biotechnologiebedrijf Genzyme, ondanks de afwijzing van een miljardenbod een maand geleden. Sanofi stuurt een publieke brief naar Genzyme om die interesse kenbaar te maken. Dat meldden bronnen aan financieel persbureau Bloomberg zondag.

Sanofi zou deze dag al met een nieuw bod kunnen komen op Genzyme, aldus de bronnen. Eerder sloeg Genzyme een voorstel af van 18,4 miljard dollar (14,4 miljard euro), ofwel 69 dollar per aandeel. Dat werd door Genzyme als te laag beschouwd en Sanofi zou daarna niet hoger willen gaan dan 70 dollar per aandeel.

Volgens analisten kunnen de Fransen nu een verhoogd bod uitbrengen van 78 dollar per aandeel ofwel 20,8 miljard dollar. Dat zou voldoende moeten zijn om Genzyme over de streep te trekken, aldus de analisten.

Anders behoort een vijandige overname ook tot de mogelijkheden. Maar volgens analisten zou Sanofi-topman Christian Viehbacher dat niet willen omdat hij geen risico's wil nemen en eerst de boeken van Genzyme wil zien. Het bedrijf kampt met problemen in de fabrieken waardoor een gebrek aan medicijnen ontstaat. Dat kan tot onverwachte extra kosten leiden.

[verwijderd] 30 augustus 2010 00:23

quote:
voda schreef:
'Sanofi komt met nieuw bod op Genzyme'
...
Sanofi zou deze dag al met een nieuw bod kunnen komen op Genzyme, aldus de bronnen.
...
Volgens analisten kunnen de Fransen nu een verhoogd bod uitbrengen van 78 dollar per aandeel ofwel 20,8 miljard dollar. Dat zou voldoende moeten zijn om Genzyme over de streep te trekken, aldus de analisten.

Het blijft een moeilijk vak, analist....

Sanofi doet opnieuw miljardenbod op Genzyme

PARIJS (AFN) - De Franse farmaceut Sanofi-Aventis heeft zondag een nieuw bod uitgebracht van 18,5 miljard dollar (14,5 miljard euro) in contanten op het Amerikaanse biotechnologiebedrijf Genzyme. Eerder sloeg Genzyme een vergelijkbaar bod van de Fransen af. Bronnen rond de zaak speculeerden al op een nieuw bod van Sanofi.

Het bod bedraagt 69 dollar per aandeel, evenveel als een maand geleden. Toen sloeg Genzyme het bod af omdat het te laag was. Analisten hadden gedacht dat Sanofi nu een hoger bod zou doen om Genzyme te paaien.
Sanofi liet zondag weten alle mogelijkheden open te houden om de overname van Genzyme succesvol af te ronden. Daartoe behoort ook een vijandige overname. Analisten denken echter dat Sanofi-topman Christian Viehbacher dat niet wil omdat hij geen risico's wil nemen. Genzyme kampt met problemen in de fabrieken waardoor een gebrek aan medicijnen ontstaat. Dat kan tot onverwachte extra kosten leiden.

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