0770山師さん@トレード中2020/11/13(金) 16:21:15.81ID:tdoTtEd4M ここは炭酸はないからあの予想が何なのか知りたいな 0771山師さん@トレード中2020/11/13(金) 17:04:13.17ID:4oPjKPKS0 コンセンサス未達で下げるための上げ予想 0772山師さん@トレード中2020/11/13(金) 17:29:11.22ID:BdAyltsYa ちょい待って下さいよぉ… 0773山師さん@トレード中2020/11/13(金) 18:00:27.47ID:dkzJhqqi0 Reuters業績予想コンセンサスupdate ・・・ ※Reuters:2020-2022業績予想コンセンサス (アナリスト数6人;目標株価コンセンサス2,283.33円)。(11/2update, 11/3up) ・2020年12月期予想:売上高 9,858百万円、営業利益1,374百万円、税前利益3,072百万円、当期利益1,101百万円、1株益14.4円 ・2021年12月期予想:売上高13,085百万円、営業利益5,440百万円、税前利益5,104百万円、当期利益2,432百万円、1株益29.5円 ・2022年12月期予想:売上高10,823百万円、営業利益2,526百万円、税前利益2,537百万円、当期利益1,854百万円、1株益23.7円、1株配当1.59円 The group's high margin levels account for strong profits. The company's earnings releases usually do not meet expectations. Analysts have a positive opinion on this stock. Average consensus recommends overweighting or purchasing the stock. The difference between current prices and the average target price is rather important and implies a significant appreciation potential for the stock. 0774山師さん@トレード中2020/11/13(金) 18:01:19.61ID:dkzJhqqi0 ↓ ※Reuters:2020-2022業績予想コンセンサス (アナリスト数6人;目標株価コンセンサス2,283.33円)。(11/12update, 11/13up) ・2020年12月期予想:売上高 9,858百万円、営業利益 ,167百万円、税前利益1,113百万円、当期利益 ,307百万円、1株益 4.01円 ・2021年12月期予想:売上高13,085百万円、営業利益5,440百万円、税前利益5,104百万円、当期利益2,432百万円、1株益29.5円 ・2022年12月期予想:売上高10,823百万円、営業利益2,526百万円、税前利益2,537百万円、当期利益1,854百万円、1株益23.7円、1株配当1.59円 The group's high margin levels account for strong profits. The stock is currently in contact with a medium-term resistance that must be gotten rid of so as to resume the upward trend. Analysts have a positive opinion on this stock. Average consensus recommends overweighting or purchasing the stock. The average target price set by analysts covering the stock is above current prices and offers a tremendous appreciation potential.
※Orexia: "Orexia is developing oral orexin receptor agonists and positive modulators for the treatment of narcolepsy, a rare neurological condition that affects the brain's ability to regulate the normal sleep-wake cycle" [About Orexia]: Orexia aims to develop orally administered orexin positive modulators for the treatment of neurological diseases. The orexin system is a key regulator of behavioural arousal, wakefulness and sleep. The loss of the orexin neurons has been shown to be strongly linked to multiple neurological conditions including narcolepsy. In this indication, orexin receptors remain intact and functional, providing an opportunity for therapeutic intervention. The primary target indication of narcolepsy is characterized by frequent transitions between states of wakefulness and sleep and the inability of maintaining a wakeful state. Narcoleptic patients experience excessive daytime sleepiness (EDS), manifesting as attacks of falling asleep at unpredictable times, as well as often suffering from cataplexy, a sudden debilitating but transient weakening of muscle tone that can cause sufferers to collapse. An orexin positive modulator will aim to restore orexin levels in the brain and improve symptoms. The company is founded by Medicxi in collaboration with Sosei Heptares and follows the asset centric model of outsourcing R&D activities. The partnership with Sosei Heptares leverages unique GPCR structure-based drug design (SBDD) capability for the discovery and development of promising drug candidates. [About Medicxi]: [About Sosei Heptares]: ・・・ ↓ 0787山師さん@トレード中2020/11/13(金) 19:35:42.59ID:dkzJhqqi0 Orexia HP (11/13update) ※Orexia: "Orexia is developing oral orexin receptor agonists and positive modulators for the treatment of narcolepsy, a rare neurological condition that affects the brain's ability to regulate the normal sleep-wake cycle" [About Orexia]: (Change) Orexia is a biotechnology company focused on development of oral orexin receptor agonists and positive modulators to treat narcolepsy and other neurological disorders. Orexin, also called ‘hypocretin’, is a key regulator of wakefulness and REM sleep. Orexin has also been implicated in metabolism, behavioral arousal, and mood. Orexin agonists and positive modulators have the potential to treat a wide range of disorders which are inadequately treated today, most notably Narcolepsy Type 1 (NT1) which is caused by profound loss of orexin-producing neurons. [Following the science] : (ADD) NT1 is a chronic rare disease that usually starts during adolescence and is estimated to effect over 3 million people worldwide. It is characterized by a pentad of symptoms that include excessive daytime sleepiness and cataplexy, a sudden transient loss of muscle tone that may lead to full body collapse that is usually triggered by strong emotions. Sleep paralysis, hallucinations upon waking up or falling asleep, and disturbed nighttime sleep may also occur. For some individuals, related symptoms such as insomnia, weight gain, mood fluctuations, and depression can have a significant debilitating impact on their lives1. ・We are designing orexin agonists and positive modulators which will directly address the underlying disease pathology of NT1 to restore orexin neurotransmission in the brain. This approach may have the potential for greater efficacy and tolerability than current therapies. ・We plan to investigate whether these compounds might also reduce excessive daytime sleepiness in a wide range of disorders with partially reduced or normal orexin levels, including Narcolepsy Type 2, Parkinson’s disease and other neurodegenerative diseases. 0788山師さん@トレード中2020/11/13(金) 19:36:09.85ID:dkzJhqqi0 [Therapeutic opportunity for orexin receptor activation]: (ADD) We aspire to develop innovative medicines that address the full spectrum of orexin dysfunction in disease areas where there is high unmet clinical need. Understanding of orexin physiology is growing rapidly, including the biological roles of the two orexin receptors: Orexin Receptors 1 and 2 (OX1R, OX2R). Orexia is designing novel oral small molecule OX2R agonists and positive modulators, which would influence orexin neurotransmission differently. Positive modulators enhance the activity of natural orexin in the brain, while agonists activate orexin receptors even in the absence of orexin. Orexia is founded by Medicxi in collaboration with Sosei Heptares and follows the asset centric model of outsourcing R&D activities. The partnership with Sosei Heptares leverages unique GPCR structure-based drug design (SBDD) capability for the discovery and development of promising drug candidates. Orexia collaborates closely with Inexia, founded by Medicxi in collaboration with Sosei Heptares for developing intranasal orexin receptor agonists and positive modulators. [About Medicxi]: [About Sosei Heptares]: ・・・ 0789山師さん@トレード中2020/11/13(金) 19:38:38.61ID:dkzJhqqi0 ※Inexia: "Inexia is developing intranasal orexin receptor agonists and positive modulators for the treatment of narcolepsy, a rare neurological condition that affects the brain's ability to regulate the normal sleep-wake cycle" [About Inexia]: Inexia aims to develop intranasally administered orexin positive modulators for the treatment of neurological diseases. The orexin system is a key regulator of behavioural arousal, wakefulness and sleep. The loss of the orexin neurons has been shown to be strongly linked to multiple neurological conditions including narcolepsy. In this indication, orexin receptors remain intact and functional, providing an opportunity for therapeutic intervention. The primary target indication of narcolepsy is characterized by frequent transitions between states of wakefulness and sleep and the inability of maintaining a wakeful state. Narcoleptic patients experience excessive daytime sleepiness (EDS), manifesting as attacks of falling asleep at unpredictable times, as well as often suffering from cataplexy, a sudden debilitating but transient weakening of muscle tone that can cause sufferers to collapse. An orexin positive modulator will aim to restore orexin levels in the brain and improve symptoms. The company is founded by Medicxi in collaboration with Sosei Heptares and Optinose, and follows the asset centric model of outsourcing R&D activities. The partnership with Sosei Heptares leverages unique GPCR structure-based drug design (SBDD) capability for the discovery and development of promising drug candidates which will be delivered using Optinose's unique clinically validated intranasal Exhalation Delivery System (EDS). [About Medicxi]: [About Sosei Heptares]: [About Optinose]: ・・・ ↓ 0790山師さん@トレード中2020/11/13(金) 19:39:39.65ID:dkzJhqqi0 Inexia HP (11/13update) ※Inexia: "Inexia is developing intranasal orexin receptor agonists and positive modulators for the treatment of narcolepsy, a rare neurological condition that affects the brain's ability to regulate the normal sleep-wake cycle" [About Inexia]: (Change) Inexia is a biotechnology company focused on development of intranasal orexin receptor agonists and positive modulators to treat narcolepsy and other neurological disorders. Orexin, also called ‘hypocretin’, is a key regulator of wakefulness and REM sleep. Orexin has also been implicated in metabolism, behavioral arousal, and mood. Orexin agonists and positive modulators have the potential to treat a wide range of disorders which are inadequately treated today, most notably Narcolepsy Type 1 (NT1) which is caused by profound loss of orexin-producing neurons. [Following the science]: (ADD) NT1 is a chronic rare disease that usually starts during adolescence and is estimated to effect over 3 million people worldwide. It is characterized by a pentad of symptoms that include excessive daytime sleepiness and cataplexy, a sudden transient loss of muscle tone that may lead to full body collapse that is usually triggered by strong emotions. Sleep paralysis, hallucinations upon waking up or falling asleep, and disturbed nighttime sleep may also occur. For some individuals, related symptoms such as insomnia, weight gain, mood fluctuations, and depression can have a significant debilitating impact on their lives1. ・We are designing orexin agonists and positive modulators which will directly address the underlying disease pathology of NT1 to restore orexin neurotransmission in the brain. This approach may have the potential for greater efficacy and tolerability than current therapies. ・We plan to investigate whether these compounds might also reduce excessive daytime sleepiness in a wide range of disorders with partially reduced or normal orexin levels, including Narcolepsy Type 2, Parkinson’s disease and other neurodegenerative diseases. 0791山師さん@トレード中2020/11/13(金) 19:40:20.40ID:dkzJhqqi0 [Therapeutic opportunity for orexin receptor activation]: (ADD) We aspire to develop innovative medicines that address the full spectrum of orexin dysfunction in disease areas where there is high unmet clinical need. Understanding of orexin physiology is growing rapidly, including the biological roles of the two orexin receptors: Orexin Receptors 1 and 2 (OX1R, OX2R). Inexia is designing novel intranasal small molecule and peptide-based agonists and positive modulators, which would influence orexin neurotransmission differently. Positive modulators enhance the activity of natural orexin in the brain, while agonists activate orexin receptors even in the absence of orexin. Inexia is founded by Medicxi in collaboration with Sosei Heptares and follows the asset centric model of outsourcing R&D activities. The partnership with Sosei Heptares leverages unique GPCR structure-based drug design (SBDD) capability for the discovery and development of promising drug candidates which will be delivered using Optinose's unique clinically validated intranasal Exhalation Delivery System (EDS). Inexia collaborates closely with Orexia, founded by Medicxi in collaboration with Sosei Heptares for developing oral orexin receptor agonists and positive modulators. [About Medicxi]: [About Sosei Heptares]: [About Optinose]: ・・・ 0792山師さん@トレード中2020/11/13(金) 19:54:27.80ID:tKA2fCg60>>787 NT1は、通常青年期に発症する慢性の希少疾患であり、世界中で300万人以上が罹患していると推定されています
https://jbpress.ismedia.jp/articles/-/62894?page=3 日本上陸で大儲け、「カラ売り専業ファンド」の生態 0803山師さん@トレード中2020/11/14(土) 02:43:42.43ID:jrKVA6Xk0>>802 全部法律で禁止しろよ 0804山師さん@トレード中2020/11/14(土) 06:46:18.60ID:bmaAhxBZ0 ※EMJ Respiratory: "NOVARTIS VIRTUAL ASTHMA THEATRE: RECONSIDERING THE POTENTIAL OF INHALED THERAPIES IN ASTHMA". (11/13 Publication) ・This symposium, originally scheduled to take place at the American Thoracic Society (ATS) Conference 2020, has now been converted to Video on Demand format. Speakers: ・David Price (University of Aberdeen, UK; Observational & Pragmatic Research Institute, Singapore; Optimum Patient Care, UK) ・Claus Vogelmeier (Department of Pulmonology, Philipps University of Marburg, Germany) ・Kenneth Chapman (University of Toronto, Canada; Asthma and Airway Centre, University Health Network, Canada) Support: ・The publication of this article was funded by Novartis. The views and opinions expressed are those of the presenters. Content was reviewed by Novartis for medical accuracy. [Meeting Summary]: Despite clinical advances reducing the number of asthma-related deaths, significant unmet needs remain. Treatment mismatch, poor adherence, and treatment misuse all contribute to the problem of uncontrolled asthma. During this symposium, leading respiratory disease experts reconsidered the potential of inhaled therapies in the management of asthma, focussing on the treatment opportunity afforded by a new once-daily, fixed-dose combination of indacaterol acetate (a long-acting β2-agonist [LABA]), glycopyrronium bromide (a long-acting muscarinic antagonist [LAMA]), and mometasone furoate (an inhaled corticosteroid [ICS]) delivered via the Breezhaler device (Novartis, Basel, Switzerland). The scope for new devices and digital solutions to further improve treatment use and adherence in the asthma arena was also discussed. 0805山師さん@トレード中2020/11/14(土) 06:46:48.97ID:bmaAhxBZ0 [Introduction to the PLATINUM Programme]: Professor David Price Globally, an estimated 300 million people have asthma, which ranks as one of the top 30 causes of disability-adjusted life years and is among the top 10 causes in younger patients aged 5–14 years.1-3 Many of those with severe disease live in fear of potential exacerbations that remain highly prevalent despite current best therapies. Exacerbations are important, not just because of their associated mortality burden, but because of the increased risk of side effects from systemic corticosteroids (SCS) used in treatment. A recent long-term observational study revealed a strong, dose-dependent link between lifetime SCS use and the development of comorbidities such as osteoporosis and Type 2 diabetes mellitus. Evidence has indicated that both healthcare professionals (HCP) and patients have overestimated the level of disease control currently achieved in asthma. In reality, more than one-third of patients with asthma remain uncontrolled despite treatment because of issues with adherence or treatment misuse, principally poor inhaler technique. Nonadherence rates may reach as high as 70% among patients with asthma and approximately 50% of patients with asthma are still not managing to use their inhaler correctly despite training. This problem is compounded by the fact that HCP lack objective data on patients’ self-management and adherence, which would support more effective decision-making in everyday clinical practice. Two new once-daily, fixed-dose inhaled combinations have recently been added to the treatment armoury for asthma: indacaterol acetate and mometasone furoate (IND/MF); and indacaterol acetate, glycopyrronium bromide, and mometasone furoate (IND/GLY/MF). IND/MF (LABA/ICS) is available in three ICS dose strengths: low, medium, and high, while IND/GLY/MF (LABA/LAMA/ICS) is available at medium and high ICS doses. Both are delivered through the Breezhaler device. These new therapies are underpinned by an extensive Phase III clinical trial programme, PLATINUM, involving over 7,500 patients. Key studies within the PLATINUM programme include the PALLADIUM, IRIDIUM, and ARGON studies (Table 1). ・・・ 0806山師さん@トレード中2020/11/14(土) 06:47:19.87ID:bmaAhxBZ0 [A New LABA/ICS: A New Treatment Opportunity] Professor Claus Vogelmeier: ・・・ [Reconsidering the Potential of Inhaled Therapies with a New Once-Daily, Fixed LAMA/LABA/ICS Combination: Part One] Professor Claus Vogelmeier: ・・・ [Reconsidering the Potential of Inhaled Therapies with a New Once-Daily, Fixed LAMA/LABA/ICS Combination: Part Two] Professor Ken Chapman: ・IRIDIUM: IND/GLY/MF Versus SAL/FLU: ・・・ ・The ARGON Trial and Real-World Evidence: ・・・ [Could a New Device Improve Treatment Use and Adherence?] Professor Ken Chapman: ・・・ [Could Digital Solutions Improve Virtual Consultations?] Professor David Price: ・・・ [Concluding Remarks]: Collectively, the data from the PLATINUM trial programme highlighted the clinical value of the two new once-daily combinations, IND/GLY/MF and IND/MF, delivered via the Breezhaler device. IND/GLY/MF offers a fixed-dose combination of three key drugs with potential clinical benefits over classical standard-of-care for patients with inadequately controlled asthma. A once-daily regimen administered via a single inhaler may help improve convenience, treatment adherence, and control of both asthma symptoms and exacerbations. The fixed-dose combination of IND/MF provides a once-daily dry powder option for patients whose asthma is poorly controlled despite treatment with ICS (with or without LABA). Once-daily IND/MF showed clinical benefit over other ICS/LABA and may be particularly convenient for patients who find a twice-daily regimen burdensome. Importantly, the availability of multiple dosing options for IND/MF ranging from low to high also provides clinicians with the scope to target and titrate dosing for individual patients as needed.
※アイフィス株予報:2020-2021業績予想コンセンサス (アナリスト数5人;目標株価コンセンサス2,340円)。(11/12update) ・2020年12月期予想:売上高12,868百万円、営業利益4,996百万円、経常利益5,030百万円、当期利益4,276百万円 ・2021年12月期予想:売上高16,233百万円、営業利益8,311百万円、経常利益8,370百万円、当期利益6,696百万円 [業績予想] 増収増益を予想。今期経常利益に関する現在のアナリスト予想の平均値は841.9%増益の5,030百万円となっています。 最近の予想の推移を見ると、この1週間の変化は248.5%の上昇、3ヶ月間では117.3%上昇しています。 [レーティング] アナリスト評価の平均は4.6「強気」。この1週間で0.3上昇、3ヶ月前と比較すると0.6上昇しています。 0809山師さん@トレード中2020/11/14(土) 07:03:01.55ID:bmaAhxBZ0 Reuters業績予想コンセンサスRe-update ・・・ ※Reuters:2020-2022業績予想コンセンサス (アナリスト数6人;目標株価コンセンサス2,283.33円)。(11/12update, 11/13up) ・2020年12月期予想:売上高 9,858百万円、営業利益 ,167百万円、税前利益1,113百万円、当期利益 ,307百万円、1株益 4.01円 ・2021年12月期予想:売上高13,085百万円、営業利益5,440百万円、税前利益5,104百万円、当期利益2,432百万円、1株益29.5円 ・2022年12月期予想:売上高10,823百万円、営業利益2,526百万円、税前利益2,537百万円、当期利益1,854百万円、1株益23.7円、1株配当1.59円 The group's high margin levels account for strong profits. The stock is currently in contact with a medium-term resistance that must be gotten rid of so as to resume the upward trend. Analysts have a positive opinion on this stock. Average consensus recommends overweighting or purchasing the stock. The average target price set by analysts covering the stock is above current prices and offers a tremendous appreciation potential. ↓ ※Reuters:2020-2022業績予想コンセンサス (アナリスト数6人;目標株価コンセンサス2,283.33円)。(11/13 Re-update, 11/14up) ・2020年12月期予想:売上高12,868百万円、営業利益4,996百万円、税前利益5,030百万円、当期利益4,276百万円、1株益56.0円 ・2021年12月期予想:売上高13,085百万円、営業利益5,440百万円、税前利益5,104百万円、当期利益2,432百万円、1株益29.5円 ・2022年12月期予想:売上高10,823百万円、営業利益2,526百万円、税前利益2,537百万円、当期利益1,854百万円、1株益23.7円、1株配当1.59円 The group's high margin levels account for strong profits. Financial statements have repeatedly disappointed market stakeholders. Analysts have a positive opinion on this stock. Average consensus recommends overweighting or purchasing the stock. The difference between current prices and the average target price is rather important and implies a significant appreciation potential for the stock.