Research, Charts & Company Announcements
Research Tree provides access to ongoing research coverage, media content and regulatory news on MORPHOSYS AG. We currently have 3 research reports from 1 professional analysts.
|06Dec16 06:30||GNW||MorphoSys Presents Updated Clinical Data for Blood Cancer Candidate MOR208 in NHL and CLL at ASH 2016 Conference:|
|06Dec16 06:30||GNW||MorphoSys Presents Updated Clinical Results for Anti-CD38 Antibody MOR202 at ASH 2016|
|29Nov16 03:00||GNW||MorphoSys AG: Publication pursuant to §26 sect.1 WpHG (the German Securities Trading Act) with the aim of pan-European distribution|
|28Nov16 11:07||GNW||MorphoSys Announces That Its Licensee Janssen Has Submitted a Marketing Authorisation Application For Guselkumab in Europe|
|25Nov16 01:05||GNW||MorphoSys AG: Publication pursuant to §26 sect.1 WpHG (the German Securities Trading Act) with the aim of pan-European distribution|
|22Nov16 05:00||GNW||Correction of a release from 21.11.2016, 18:05 CET - MorphoSys AG: Publication pursuant to §26 sect.1 WpHG (the German Securities Trading Act) with the aim of pan-European distribution|
|21Nov16 05:05||GNW||MorphoSys AG: Publication pursuant to §26 sect.1 WpHG (the German Securities Trading Act) with the aim of pan-European distribution|
Frequency of research reports
Research reports on
Proprietary Development front and centre
17 May 16
MorphoSys is a biotechnology company developing antibody-based therapeutics for an array of indications. It is transitioning from a model of partnering early-stage leads to a proprietary development company. In 2015, research and development on these programmes increased by 61% and management guided to an additional 40% increase in 2016. This coincides with the maturation of its Partnered Discovery programmes, the first of which is expected to generate revenue in 2017.
MOR208 and MOR202 data at ASH
17 Dec 15
At the American Society of Hematology (ASH) annual meeting, compelling early combination data on MOR208 and MOR202 were presented. MOR208 with lenalidomide in previously untreated chronic lymphocytic leukemia (CLL) patients demonstrated a 100% (four/four) response rate in evaluable patients. In the relapsed/refractory CLL population, the combination demonstrated a 43% (3/7) response rate. MOR202 in combination with lenalidomide or pomalidomide demonstrated a 50% (three/six) response rate in relapsed/refractory multiple myeloma (MM) patients.
Getting aggressive on its pipeline
20 Oct 15
MorphoSys recently communicated its plans for its proprietary pipeline, which will help transform the company into a fully integrated biopharmaceutical company. It will be commencing Phase II trials for MOR208 in diffuse large B-cell lymphoma (DLBCL) and chronic lymphocytic leukaemia (CLL) over the next six months, with a Phase III trial in DLBCL expected to start in 2017. MOR202 Phase I/IIa trials in multiple myeloma (MM) are ongoing with a Phase III expected to commence in 2017.
N+1 Singer - Morning Song 30-11-2016
30 Nov 16
Sanderson has delivered full year results in line with expectations and the 19 October trading update after a strong finish to the year compensated for a slower start. A healthy level of pre-contracted recurring revenue (50%), incremental sales to existing customers and new customer wins at higher average order values helped deliver solid revenue growth in both the Digital Retail (+9%) and Enterprise (+12%) divisions. A decent order book and good sales momentum suggest that the company is on track to deliver on unchanged profit expectations for the current year. We continue to view the valuation (FY17 EV/EBITDA 8.6x) as undemanding given an attractive combination of accelerating growth potential, strong cash generation and growing dividends.
30 Nov 16
Abzena (ABZA): Interim results indicate happy customers (BUY) | Horizonte Minerals* (HZM): Fund raise completed (CORP) | SacOil* (SAC): Half-year trading statement (CORP) | Revolution Bars (RBG): New openings (BUY) | Amino Technologies* (AMO): Multi operator FUSION roll out (CORP)
N+1 Singer - Morning Song 05-12-2016
05 Dec 16
RTHM is acquiring a profitable Canadian listed mobile specialist for equivalent of US$42.5m consideration in shares (88.235m). This helps adds to two growth vectors RTHM is targeting; (i) adds unique exclusive audience (10m unique) and (ii) Exclusive demand Yahoo and Facebook. The business has 15 premium and owned and operated apps which provide users with rewards for activity. The business is expected to deliver c$9m of EBITDA in FY18 including $2m of cost synergies. This equates to just 4.7x EV/EBITDA. This marks what we see the first step in RTHM activity to scale the business and deliver on margin potential (see our initiation notes). Our initial estimates for EPS revisions are very significant - for FY18 are 2.3 cents (currently 0.6) and for FY19 4.3 (currently 2.5). There is a call at 830 for investors and we will revise post this.
Panmure Morning Note 02-12-16
02 Dec 16
We expect CareTech to report FY results to September on 8th December. A positive trading update in October indicated that performance for the year was in line with market expectations therefore we are focusing on the outlook. We expect a confident statement since the end of 2016 showed positive trends across fee rates, expansion in places and occupancy. We believe CareTech is well positioned for further expansion, and remains at an attractive valuation. We retain our BUY and 380p price target.
Stuttering Generics weighs further on weak sentiment
30 Nov 16
Hikma gave a lacklustre Q3 16 trading update (no numbers) and has lowered its FY 16 revenue guidance (at cc) to $2bn from the previous $2-2.1bn. This was primarily on account of the continued sluggishness of the Generics segment. The Branded segment is also faring below expectations, besides facing higher-than-anticipated currency headwinds. The only positive is the sustained outperformance of the Injectables segment.