und folgende Aussagen erhalten:
Thank you for your interest in Celgene. I am happy to answer your questions.
1) On your capital allocation question, Our primary focus will continue to be investment in our business and in investing in strategic pipeline products and in this regard we invested over $10B in future growth via the Juno and Impact acquisitions and other BD activity. Given our strong cash flow generation and consistent financial policy supporting our credit rating, we can also provide a healthy return of cash to shareholders in the most efficient and flexible manner possible.
In Q1, we believed our shares represented a compelling value proposition and thus, as we have in the past, we opportunistically invested a disproportionate amount of our expected annual spend to take advantage of this opportunity. We purchased $2.7B of shares and had $3.1B remaining under the program. On a full year basis, we expect share repurchases to be roughly comparable to historic levels. We will not update our share repurchases made in Q2 until we report Q2 earnings in July.
2) At this time, we are investing in our business and deploying excess cash by buying back shares rather than pay a dividend.
3) For ozanimod, following our Type A meeting with the US FDA in early April, our resubmission plan includes bridging non-clinical studies and utilizing existing data to prepare the resubmission. We do not need to do additional human clinical efficacy and safety studies. We plan to resubmit in the US in Q1:19 and to submit in Europe in Q1:19.
Wie sich das anhört, sollte die Zulassung von Ozanimod (Punkt 3) also relativ unkompliziert über die Bühne gehen, sodass hier keine Gefahr droht, oder wie bewertet Ihr die Aussage der IR? Die Aktienrückkäufe sollen laut aktuellem Stand (Punkt 2) (vorerst) auch nicht ausgeweitet werden, da man unter andrerem in die Forschung investiert.
Ich für meinen Teil bin wieder ein wenig überzeugter von Celgene, was meint ihr??
|
Thread abonnieren
ETF-Sparplan