Marktführer günstig zu haben

Die Protonentherapie ist bei Krebserkrankungen eine gute Option, die in Zukunft höchstwahrscheinlich breiter eingesetzt werden wird.

Hier bekommt man den Marktführer in diesem Bereich aktuell zu einem extrem günstigen Preis.

Ich werde heute mit einer kleinen Position einsteigen.

 

Oder jetzt wieder einsteigen... :-)
Hier muss doch mal was gehen!
Schade dass es hier keinen Insider gibt.  

Corporate
/
21.01.2021
Louvain-la-Neuve, Belgium, 21 January 2021 - IBA (Ion Beam Applications SA), the world’s leading provider of proton therapy solutions for the treatment of cancer, today provides a trading update ahead of the Company’s full-year results on March 25, 2021.

IBA will report strong results with a positive REBIT and a positive net result for the full year 2020

IBA’s yearly results will be favorably impacted by the EUR 100 million deal signed with CGN Nuclear Technology Development Co., Ltd. (CGNNT) in August. The company has now received the second tranche of EUR 30 million that was due before year-end on the CGNNT agreement, bringing the total received so far to EUR 50 million.
IBA notes a FY20 (unaudited) net cash position of EUR 65 million, providing the business with significant stability to progress on its strategic objectives.
After a record year in 2019, the Other Accelerators business had a strong 2020 with an order intake of 17 systems. Of these, 12 were signed in the second half, indicating a strong recovery of the market after a slower first half as a result of the COVID-19 pandemic.
The Dosimetry business has also been particularly resilient and encouragingly has seen little negative impact from the COVID-19 crisis, with order intake 10% above 2019

In addition, IBA provides the following market update.

The Company recently signed a contract with the National Cancer Center (NCC) Korea, for a Proteus®ONE* solution, following a competitive tender process. NCC Korea is already an IBA customer, having purchased a three-room Proteus®PLUS* solution in operation since 2007. The down payment is expected in the coming weeks.
IBA has also been selected for the supply of a multi-room Proteus®PLUS solution in China and contract negotiations are ongoing.

Olivier Legrain, Chief Executive Officer of IBA SA, said: “The global environment continues to hold many challenges, but I am proud of the resilience shown across all of IBA’s business lines. We had previously identified China and its surrounding regions as being of great strategic importance to the Company and momentum here has continued with discussions ongoing for a multi-room Proteus®PLUS deal in China following on from the significant deal with CGNNT as well as the multi-room Proteus®PLUS order in Sichuan that were both secured during Q3.

“There has been an inevitable slow down across other regions, which has impacted installations in the PT and Other Accelerators business overall. On the services side of the business, however, all centers have remained fully operational and have continued to treat patients throughout the crisis, enabling further growth in this revenue line.  Looking ahead, order intake in all business units is strong, providing us with visibility for future growth. Importantly, our cash position is stronger than ever, providing us with a solid foundation to continue to innovate whilst further bolstering our resilience.”



Shareholder’s Agenda

Full Year 2020 Results:                                           25 March 2021
Business Update First Quarter 2021                        20 May 2021
Half Year 2021 Results                                           25 August 2021
Business Update Third Quarter 2021                      18 November 2021



***Ends***  

Louvain-la-Neuve, Belgium, May 18th
, 2021 - In accordance with article 8:4 of the Royal Decree of 29 April
2019 executing the Belgian Code on Companies and Associations, Ion Beam Applications SA (“IBA”) hereby
discloses information in relation to its share buyback program announced on January 12th, 2021.
Under this program, IBA has requested a financial intermediary to repurchase up to 357.000 IBA ordinary
shares on its behalf under the terms of a discretionary mandate agreement with validity until May 31st, 2021,
effective as from January 13th, 2021, to cover the company’s obligations under a long term incentive plan for
certain members of its personnel.
In the framework of this share buyback program, IBA repurchased 17.290 IBA shares on Euronext Brussels in
the period from May 7th
, 2021 up to and including May 13th
, 2021, as follows:
The total number of shares purchased under this program therefore amounts to 334.616. As a result, IBA SA
currently holds 808.837 treasury shares (directly and indirectly through its subsidiary IBA Investments SCRL),
representing 2,68% of its share capital  

Collaboration marks first step in evaluating the potential of the rapidly growing theranostics market
Louvain-La-Neuve, Belgium, 15 September 2021 –

IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology, and SCK CEN (Belgian Nuclear Research Center) today announce a strategic R&D partnership to enable the production of Actinium-225 (225Ac), a novel radioisotope which has significant potential in the treatment of cancer.

New perspectives in the treatment of cancer
Nuclear medicine has evolved considerably over recent years with the emergence of radiotheranostics, a modality which combines targeted diagnosis and therapy with radio-isotopes, offering an important alternative in the treatment of many cancers. Radiotheranostics is based on the use of radio-isotopes which, when they disintegrate, emit radiation that enables cancer cells to be precisely located and/or destroyed.

Actinium-225: fighting both prevalent and rare cancers
Among these isotopes, one of the most promising is alpha-emitting Actinium-225. This is due to its useful characteristics: in its decay, it kills cancer cells, having high cytotoxic potency within a very short range (limited to few cancerous cells while sparing surrounding healthy tissues). Moreover its half-life (10 days) enables a smooth process for logistics and centralized distribution. To date, extensive research and numerous studies are underway which aim to tackle both high prevalence cancers including prostate, lung, colon, breast, pancreatic, blood (leukemia and other rare forms) and kidney cancers, but also rarer forms of cancer like glioblastoma, the deadliest form of a very invasive brain cancer.

One of the main challenges to making this therapeutic solution accessible for the greatest number of patients is ensuring the availability of high-quality Actinium-225 in large quantities. By joining their unique expertise and resources, SCK CEN and IBA will be able to work towards the large-scale production of Actinium-225 for patient use. Concurrently, this collaboration will allow them to establish themselves as leading global partners in the production of Actinium-225.

A new generation of nuclear medicine
This strategic R&D partnership consists of an in-depth evaluation of the technical and economic feasibility of the project. Based on the outcome of this first phase, SCK CEN and IBA plan to undertake the construction and commissioning of a production unit on the SCK CEN site in Mol, Belgium.

Alignment with Belgian coalition agreement and European recovery plan
This collaboration highlights the implementation of the Belgian coalition agreement, which pledges significantly more and better cancer treatments and confirms Belgium’s leadership at the forefront of nuclear medicine. It is supported by Pierre-Yves Dermagne, Belgian Deputy Prime Minister and Minister of Economy and Employment, Tinne Van der Straeten, Belgian Minister of Energy, and Thomas Dermine, Belgian State Secretary for Recovery and Strategic Investments.

This initiative is also in alignment with the recent European recovery plan for Belgium – a plan in which the European Commission designated Lutetium-177 and Actinium-225 as promising isotopes.

“We are excited to join forces with such a prestigious and highly experienced partner as SCK CEN” said Olivier Legrain, CEO of IBA. “Considering our global leadership and long-standing expertise in nuclear medicine and proton therapy, we see theranostics as an important addition to our portfolio of activities in the fight against cancer. We look forward to taking the first steps in evaluating the strategic growth potential in this significant new market.”

Eric van Walle, Director General of SCK CEN, commented: “Theranostics have the potential to revolutionize the way we treat cancer. By partnering with IBA, we can use our nuclear knowhow to transform isotopes meant to become radioactive waste into therapeutic compounds. Our complementary expertise will enable us to work towards providing the greatest number of patients with the benefits of this latest generation of nuclear medicine.”

"I am particularly pleased with this unprecedented partnership between two key players with unparalleled expertise," said Pierre-Yves Dermagne, Vice Prime Minister. "This research partnership has promise for the future. One of the two players is recognized worldwide (SCK CEN, a federal research center), while the other is a worldwide leader in the particle accelerator industry (IBA). This union will make it possible to treat patients much more effectively," notes Pierre-Yves Dermagne.

Tinne Van der Straeten, Minister of Energy, stresses the importance of this project and the expertise of both partners. "Belgium wants to remain a world leader in the production of medical isotopes. Therefore, we have provided support in the framework of the European recovery plan to allow SCK CEN to innovate in the field of therapeutic radiopharmaceuticals. SCK CEN and IBA are combining their extensive expertise into this R&D partnership to collaborate on isotopes that can be used in more targeted cancer treatments. I am delighted to support these developments in Belgium and watch them grow.”

“This strategic R&D partnership is one of the first concrete results of the recovery plan, which allocates a total of more than EUR 800 million additional resources to research and development," explains Thomas Dermine, State Secretary for Recovery and Strategic Investments. "Together, SCK CEN and IBA are stepping up the fight against cancer. This is an excellent example of how our country can play a key role in the development of future technologies and techniques worldwide. The medical application of radioisotopes is an area of global excellence for Belgium that the recovery plan aims to consolidate.”  

Louvain-La-Neuve, Belgium, November 18, 2021 – IBA (Ion Beam Applications S.A., EURONEXT), the world leader in particle accelerator technology, today announces its business update for the third quarter ending 30 September 2021.

Group Overview

Strong performance across all business lines
Ongoing commitment to stakeholder approach, delivering the best offering to our customers and investing for long-term sustainable growth whilst meeting ESG targets
Strong balance sheet maintained, with EUR 91 million unaudited net cash (30 June 2021: EUR 69 million)
Olivier Legrain, Chief Executive Officer of IBA commented: “IBA has continued to perform strongly in the second half of 2021 with solid progress across all business units. We have a highly active pipeline of new opportunities and are particularly excited about the marked revival in proton therapy activity in the important US market. Our Other Accelerators and Dosimetry businesses have also been exceptionally strong in the second half of the year with encouraging momentum as we approach 2022.

“A core component of our roadmap towards sustainable growth is investment in future innovation to deliver strategic impact. In this regard, we were pleased to provide updates on a range of initiatives at the recent ASTRO conference, as well as several strategic partnerships, including in the promising field of radiotherapeutics. We are very excited about future prospects across our business lines and are in a confident position to achieve long-term profitability, with our stakeholder approach underpinning all of our business activities.”



Business Unit Highlights (including post-period end)

Proton Therapy

13 Proteus®ONE[1] and 8 Proteus®PLUS1 projects currently ongoing. Strong pipeline of new global opportunities with significant activity in the US and Asia
Contract signed for a five room Proteus®PLUS System in China including a multi-year service contract
Post-period end, finalized contract with Advocate Radiation Oncology in Florida, which previously selected IBA’s Proteus®ONE for its new Radiation Oncology Centre, including a multi-year service contract
Post-period end, announced updates at ASTRO, including expansion of strategic partnership with RaySearch within Flash and proton ARC therapy projects, and the launch of Campus, the world’s first online proton therapy platform


Other Accelerators (RadioPharma, Industrial) and Dosimetry

Strong performance in Other Accelerators in the third quarter, with 23 machines sold in the year to date of which 11 machines were sold in Asia
Strategic R&D partnership announced with SCK CEN to enable the production of Actinimum-225 (Ac-225), a novel therapeutic radioisotope which has significant potential in the treatment of cancer
Post-period end, announced a strategic partnership with TRAD Tests & Radiations to enable the development of a new radiation processing module, addressing an increasing unmet need in the sterilization market
Dosimetry revenues and order book have continued to strengthen, further demonstrating the success of the business unit’s recent product launches


Outlook

During the third quarter of 2021, IBA’s performance has continued to accelerate with strong progress across all business lines. Our pipeline is very active, particularly in the US and in Asia, and, coupled with the robust balance sheet and predictable revenue base of the services business, provides encouraging visibility for the period ahead. Whilst we are confident about business performance, the ongoing complex situation with the pandemic means that we are still unable to provide reliable financial guidance. We will provide a further update at the time of the 2021 full year results in March 2022.  

PROFITABILITY ACROSS ALL BUSINESS LINES
Louvain-la-Neuve, Belgium, 1 February 2022 - IBA (Ion Beam Applications SA), the world leader in particle accelerator technology, today provides a trading update ahead of the Company’s full-year results on 24 March 2022.

IBA will report FY21 Group sales in line with the prior year, with a positive REBIT and net profit at Group level and profitability across all business lines.

High order intake across all business lines
Proton Therapy saw a continued revival in activity with five systems (nine rooms) sold in Asia, Europe and the US, compared with two systems sold in the prior year
Other Accelerators had another excellent year with more than 30 systems sold, up from 17 systems last year
The Dosimetry business has continued to perform well with order intake in line with the prior year
Equipment and Services backlog at a new all-time high of EUR 1.2 billion
Highly active pipeline, particularly in the US and Asia, with continuing momentum providing significant visibility for 2022 and beyond
All time high net cash position of EUR 130.3 million (unaudited) at year end, providing the business a solid foundation to progress its strategic objectives


Olivier Legrain, Chief Executive Officer of IBA, commented: “IBA performed exceptionally well in 2021, with a high order intake and profitability demonstrated across all business lines. IBA’s market leading product offerings in proton therapy, other accelerators, radiopharmaceuticals and dosimetry have driven this momentum, which continued to build throughout the year. We have entered 2022 in a strong position with an active global pipeline for all businesses, particularly in the US and Asia. Our record high cash position provides us with a solid foundation from which we can explore other growth areas such as theranostics, whilst achieving our goal of long-term sustainable profitability.”

IBA will publish its consolidated results for the full year 2021 on Thursday, 24 March 2022 at 7am CET.

In addition to the press release, Olivier Legrain, Chief Executive Officer, and Soumya Chandramouli, Chief Financial Officer, will host a conference call and webcast, conducted in English, to present the 2021 full year results, followed by a Q&A session.  

bei IBA gar nicht nachvollziehen. Ein Ergebnishub von fast 20 Mill. im Ebit, zeigt, dass die Mittelfristplanung für 2026 eher konservativ ist. Eigentlich dürfte IBA bereits 2025 sehr nahe an der 10% Marge sein.

für das deutlich stärke zweite Halbjahr einen ähnlichen Ergebnishub unterstellt, kommt man schon auf 40 Mill. Ebit in 2024.

zur Pantera News ist überhaupt nicht nachvollziehbar. Der Anteil von IBA an Pnatera dürfte bald mehr wert sein als IBA selbst, unabhängig davon, dass sich bei IBA die Profitabilität dramatisch verbessern wird in den nächste 2 Jahren. Nach der Finanzierungsrunde benötigt Pantera auch kein Kapital mehr, d.h. weitere Verwässerungen wird es nicht geben. Von dem Geld wird nun die Fabrik für AC 225 gebaut.  

wo ist denn der Haken bei der Aktie ?
laut Marketscreener knapp 1 Euro Gewinn je Aktie in 2025 und 1,50 Euro Gewinn in 2026
das wäre ja mittelfristig ein KGV von etwa 10 und das bei diesem starken Umsatzwachstum,
Schuldenfrei ist das Unternehmen auch noch laut Marketscreener,
kann das sein ?

hat man auch eine gewisse Burggrabenstellung in dem Sektor ?  

Weltmarktführer. Bei Protonentherapie mit 42% Weltmarktanteil.  M.E. eine der günstigsten Medizintechnikfirmen ever.  

wo in etwa siehst du ein faires Kursziel auf Sicht von 1-2 Jahren ?

 

Radiopharmamarkt, der sich in den nächsten Jahren stark entwickeln wird. Parallel wird sich die Profitabilität bei der Protonen Therapie zwangsläufig erhöhen, da immer mehr Räume live gehen und mit diesen die wiederkehrenden Services womit das Geld verdient wird. Zudem ist IBA konjunkturunabhängig. Schau dir Mal das Unternehmen näher an, es lohnt sich.

hast du sonst noch für dich sehr günstig bewertete Pharma/Medizin Werte auf deiner watchlist ?
 

https://www.nuklearforum.ch/de/news/...schem-joint-venture-und-bayer/

aber dass Pantera schon ab der zweiten Jahreshälfte 2024 Actinium-225 liefern kann ist wohl zu ambitioniert oder ?
wie sieht da nun der aktuelle Zeitplan aus, weißt du das ?  

aber nur geringe Mengen für klinische Tests und für die Etablierung von dem Abnehmernetzwerk. Die industrielle Produktion soll 2028 starten und wie ich es verstehe, dürfte Pantera der einzige Player sein, der dies mit hohen Output hinbekommt.

dann liegt der "Bewertungshebel" für Pantera dann aber doch eher im Bereich von 2028 würde ich mal sagen,

eine Frage noch,
hältst du die knapp 1 Euro Nettogewinn in 2025 und etwa 1,50 Euro Nettogewinn in 2026 für realistisch wie auf marketscreener angegeben ??
hat sich dazu auch der Vorstand mal geäußerst,  

realistisch und hängt von der Anzahl der Maschinen ab die ausgeliefert werden, weil dann die Serviceverträge laufen. IBA hat einen Backlog von 1,4 Mrd. Muss jetzt halt abgearbeitet werden. M.E. dürften sie schon 2025 nah an die 10% Ebitmarge kommen.

das mit dem Backlog ( Auftragsbestand ) von 1,4 Milliarden habe ich auch in der Präsentation gelesen,
damit sind die ja sozusagen auf Jahre hinaus ausgebucht,
warum hat sich dass denn auf eine so hohe Summe angestaut,
können die denke ich mal nur eine kleine Anzahl an Anlagen pro Jahr ausliefern und installieren ?!
 

und die Installation der Anlagen ist also sozusagen nur der kleinere Teil des Geschäfts,
das eigentliche Geld verdient man dann Jahrelang sozusagen mit dem Service und Betrieb der Anlagen,
wenn ich das richtig verstehe,  

Flugzeugmotoren. Die Installation eines Bestrahlungsraums dauert über ein Jahr, aber wenn er operativ tätig ist hat man hochmargige wiederkehrenden Serviceverträge. Während Corona konnte IBA keine Räume installieren, dies hat sich in dieser Zeit auf die Margen niedergeschlagen. Jetzt wird der Stau abgearbeitet. Daher kann man Recht entspannt sein, dass IBA die Ziele erreicht. Früher hatte man auch schon 15% Ebitmarge erreicht.

weißt du auch warum der Umsatz so lange Seitwärts lief ?
2008 machte man im Prinzip schon den selben Umsatz wie 2022
im Prinzip ging der Umsatz da 15 Jahre lang unter Schwankungen seitwärts,
Danke,  

der damals größten Sparte IBA Molecular 2011.