Galapagos « Terug naar discussie overzicht

quote:

BeursBonobo schreef op 31 augustus 2017 13:08:

En zeg GLPG naar ATH volgende week

quote:

BeursBonobo schreef op 31 augustus 2017 13:12:

Toch wel lekker dat we redelijk stabiel omhoog kabbelen. Gisteren veel vreemde spikes omlaag, werden bijzonder goed opgevangen. Biosector die goed draait en AEX herstellende, zie ik GLPG rustig naar de 80 E klimmen. Bij die koers verwacht ik dat goed nieuws nodig is voor een verdere stijging, maar verwacht ook dat er updates komen gedurende de eerste twee weken van September.

quote:

BeursBonobo schreef op 31 augustus 2017 13:22:

Ik geloof niet zo in TA bij volatiele / bio sector aandelen, maar ik hoop van harte dat ik het helemaal mis heb natuurlijk :D

quote:

BeursBonobo schreef op 31 augustus 2017 13:41:

Jerry Springer overweegt om te runnen als governeur in Ohio LOL. Denk je alles gehad te hebben met Trump

quote:

DeZwarteRidder schreef op 31 augustus 2017 13:45:

[...]
Hij is ongetwijfeld veel geschikter dan Trump.

quote:

Mippert schreef op 31 augustus 2017 13:35:

Nog niet doorgedrongen tot top 5 stijgers AEX

quote:

_Giulietta_ schreef op 31 augustus 2017 15:00:

...

However, there are certainly smaller potential acquisition targets left. One of these is Galapagos (GLPG), currently valued just below $5B. Last year Gilead had already paid more than $700M for Filgotinib split into a license payment of $300M and an equity investment of $425M raising Gilead's share to 14.71%. At the end of 2017 the lock-up period to buy or sell shares ends and Gilead could start to increase its stake further or acquire it in total.

Assuming Gilead doubles its stake in Galapagos by paying around $1B which would bring it above the critical 25% ownership threshold, total liquidity would still be in the mid-to-high $25B range. In the last earnings call CEO John C. Milligan mentioned the following:

So we have been very, very active, as we always are. We have beefed up our groups, as you're aware, so that we can evaluate more different kinds of opportunities. And so we are working very hard behind the scenes here on a number of things, but I certainly can't direct you to anything specific, other than to say that we're very, very active. And when the things are right for us, we'll announce them. That's all I can say.

Het hele stuk:

seekingalpha.com/article/4103284-fina...

quote:

_Giulietta_ schreef op 31 augustus 2017 15:00:

...

However, there are certainly smaller potential acquisition targets left. One of these is Galapagos (GLPG), currently valued just below $5B. Last year Gilead had already paid more than $700M for Filgotinib split into a license payment of $300M and an equity investment of $425M raising Gilead's share to 14.71%. At the end of 2017 the lock-up period to buy or sell shares ends and Gilead could start to increase its stake further or acquire it in total.

Assuming Gilead doubles its stake in Galapagos by paying around $1B which would bring it above the critical 25% ownership threshold, total liquidity would still be in the mid-to-high $25B range. In the last earnings call CEO John C. Milligan mentioned the following:

So we have been very, very active, as we always are. We have beefed up our groups, as you're aware, so that we can evaluate more different kinds of opportunities. And so we are working very hard behind the scenes here on a number of things, but I certainly can't direct you to anything specific, other than to say that we're very, very active. And when the things are right for us, we'll announce them. That's all I can say.

Het hele stuk:

seekingalpha.com/article/4103284-fina...