>>> UNE SCIENTIFIQUE AMÉRICAINE AFFIRME AVOIR RAJEUNI


UNE SCIENTIFIQUE AMÉRICAINE AFFIRME AVOIR RAJEUNI

L’Américaine Elizabeth Parrish affirme être la première personne à avoir officiellement « rajeuni ». Elle a annoncé cette semaine que les expériences de thérapie génique qu’elle a menées sur elle-même ont permis un rajeunissement de certaines de ses cellules de 20 ans.

Elizabeth Parrish est PDG de l’entreprise Bioviva USA Inc. et n’aime pas vieillir. Si elle n’est a priori pas la seule dans ce cas, elle est probablement la seule a avoir remédié au problème en… rajeunissant.


C’est en tout cas ce qu’elle a annoncé dans un communiqué ce début de semaine. Ce résultat fait suite à deux thérapies géniques expérimentales de sa propre compagnie qu’Elizabeth Parrish a suivi en tant que « patient zero ». L’une devait contrer la perte de la masse musculaire liée à l’âge, et l’autre combattre l’appauvrissement de cellules souches responsables de diverses maladies et infirmités liées au vieillissement.

Il s’agissait également pour Elizabeth Parrish de prouver que cette dernière génération de thérapies génique n’était pas dangereuse pour les humains. En la testant sur elle-même, elle allait effectivement être vite fixée. Pari plus que réussi, puisque si les premières données sont exactes, certaines de ses cellules auraient rajeuni de vingt ans. Il s’agirait du premier succès mondial d’allongement des télomères par thérapie génique sur un humain.

Les télomères sont de courts segments d’ADN situés aux extrémités des chromosomes, agissant comme des « amortisseurs » contre l’usure. Ils raccourcissent à chaque division cellulaire, et deviennent un jour trop court pour protéger le chromosome, ce qui entraîne un dysfonctionnement de la cellule et le vieillissement du corps. En d’autres termes, plus les télomères sont longs, plus les cellules sont jeunes. Des télomères de cellules de souris avaient déjà été rallongés par thérapie génique, mais jamais chez l’humain.

Un renversement du processus de vieillissement

elizabeth Parrish
« Si ces résultats sont corrects, nous venons d’entrer dans l’Histoire ». Elizabeth Parrish
« Les thérapies actuelles n’offrent que des bénéfices marginaux pour les personnes souffrant des maladies liées au vieillissement. En plus, les modifications de nos styles de vie ont un impact limité pour traiter ces maladies. Les progrès en biotechnologie sont la meilleure solution. Si ces résultats sont corrects, nous venons d’entrer dans l’histoire », a indiqué Elizabeth Parrish.

En septembre 2015, les télomères des globules blancs d’Elizabeth Parrish ont été mesurés par le laboratoire d’essais clinique spécialisé de SpectraCell à Houston, au Texas, juste avant le début de la thérapie génique. Les résultats ont révélé que ses télomères étaient anormalement courts pour son âge, et qu’elle serait donc rapidement sujette aux maladies liées au vieillissement.

Mais en mars 2016, les mêmes tests ont été effectués. Ils ont cette fois révélé que ses télomères s’étaient allongés de 6,71 kb (kilobases) à 7,33 kb. Biologiquement, les globules blancs d’Elizabeth Parrish sont donc devenus plus jeunes d’une vingtaine d’années! Ces résultats ont été vérifiés indépendamment par le HEALES, organisme à but non-lucratif basé à Bruxelles, et la Biogerontology Research Foundation, organisme luttant contre les maladies liées aux vieillissement, basé au Royaume-Uni.


Bioviva devra tout de même continuer à surveiller le sang d’Elizabeth Parrish pendant encore des mois, voire des années. Mais cette dernière entend utiliser ce temps gagné pour tester de nouvelles thérapies géniques (plus sur elle-même cette fois-ci) ou même des combinaisons de thérapies géniques pour renverser le processus de vieillissement. Car rien ne dit aujourd’hui que ce succès, qui concerne les « seuls » globules blancs, peut s’étendre à d’autres tissus et organes.

Interrogée par le site Inverse, elle a expliqué ne pas vouloir s’arrêter là. Elle compte demander à la Food and Drug Administration (FDA) de considérer officiellement le vieillissement comme une maladie, arguant « qu’en 2020, il y aura sur Terre plus de gens âgés de plus de 65 ans que d’enfants de moins de 5 ans ». Elle entend ainsi pouvoir « faire bénéficier tout le monde de ces avancées technologiques. Cela se passera comme ça c’est passé pour l’ordinateur ou le smartphone. Au départ la technologie est très chère parce qu’elle est nouvelle, […] mais très rapidement nous arrivons à baisser les coûts pour que tout le monde y ait accès ».

La démarche d’Elizabeth Parrish demeure bien sûr très controversée au sein de la communauté scientifique. On se rappelle notamment que George M. Martin, membre du board de BioViva et professeur de l’Université de Washington, avait claqué la porte lorsqu’elle avait entamé sa thérapie. Mais en dépit de ce scepticisme, l’expérience est suivie avec intérêt par de nombreux laboratoires et instituts. Le MIT estimait d’ailleurs au début du traitement qu’il était « un nouvel exemple de charlatanisme médical, mais qu’il pouvait également être que le début improbable d’une ère de modifications génétiques visant à inverser le vieillissement ».

Pour que l’on tranche définitivement entre le coup de pub et l’avancée technologique majeure, il faudra d’abord que le sang d’Elizabeth Parrish, « patient zéro » de la thérapie génique réparatrice, nous dévoile tous ses secrets.

(Muddy- Waters) Ströer: the Pile Gets Bigger (SAX:GR)



From: LAURENT CHEKROUN (MAKOR SECURITIES LO) At: Apr 28 2016 16:04:13
Subject: (Muddy- Waters) Ströer: the Pile Gets Bigger (SAX:GR)
We are unimpressed with Ströer’s response to our initial report. There seems to be a cottage industry that has grown up around responding to criticism from short activists. Accordingly, Ströer leaves major issues unaddressed, which we presume is because it has no good answers. Further, certain of its response were highly misleading.
This response to Ströer is 10 pages long, plus a 14-page appendix. It covers the following topics:
1. Historic Organic Growth Remains Overstated
2. Whether Ströer Reports Q1 Organic Growth that Exceeds Guidance is Irrelevant
3. Müller Misleads in Response to a Question on Self Dealing
4. Ströer’s Operational EBITDA Justification Does Not Hold Water
5. Ströer’s Response Strengthens Our Conviction that the Cash Flow Statement is Prepared Erroneously (and Misleadingly)
6. Ströer Appears to Contradict Itself on freeXmedia, and Strengthened Our Conviction this was an Improper Transaction
7. Müller Appears to have told an Untruth
8. “Project Zero” and Alleged Ballroom Material Misstatements
9. Ströer Confirmed that Public Video is Unusually Profitable; Yet it Offered No Explanation as to Why
10. Müller and Ströer’s Moaning is Disingenuous
11. Dirk Ströer’s Relationship to Sambara Stiftung / Müller’s Failure to Address His Irregular Series of Share Transactions
12. Dirk Ströer’s Bizarre “Temporary Retirement”
13. Former CIA Behavioral Analyst and Polygrapher Found Numerous Indicia of Deception in Ströer’s Call and Written Response

(Muddy- Waters) Ströer: the Pile Gets Bigger (SAX:GR)

We are unimpressed with Ströer’s response to our initial report. There seems to be a cottage industry that has grown up around responding to criticism from short activists. Accordingly, Ströer leaves major issues unaddressed, which we presume is because it has no good answers. Further, certain of its response were highly misleading.
This response to Ströer is 10 pages long, plus a 14-page appendix. It covers the following topics:
1. Historic Organic Growth Remains Overstated
2. Whether Ströer Reports Q1 Organic Growth that Exceeds Guidance is Irrelevant
3. Müller Misleads in Response to a Question on Self Dealing
4. Ströer’s Operational EBITDA Justification Does Not Hold Water
5. Ströer’s Response Strengthens Our Conviction that the Cash Flow Statement is Prepared Erroneously (and Misleadingly)
6. Ströer Appears to Contradict Itself on freeXmedia, and Strengthened Our Conviction this was an Improper Transaction
7. Müller Appears to have told an Untruth
8. “Project Zero” and Alleged Ballroom Material Misstatements
9. Ströer Confirmed that Public Video is Unusually Profitable; Yet it Offered No Explanation as to Why
10. Müller and Ströer’s Moaning is Disingenuous
11. Dirk Ströer’s Relationship to Sambara Stiftung / Müller’s Failure to Address His Irregular Series of Share Transactions
12. Dirk Ströer’s Bizarre “Temporary Retirement”
13. Former CIA Behavioral Analyst and Polygrapher Found Numerous Indicia of Deception in Ströer’s Call and Written Response

>>> Dreamworks Animation to be acquired by Comcast (CMCSA) for $41/share in cash

Dreamworks Animation to be acquired by Comcast (CMCSA) for $41/share in cash, or ~$3.8 bln (shares halted)
NBCUniversal, a division of Comcast (CMCSA) announced the acquisition of DreamWorks Animation. The studio will become part of the Universal Filmed Entertainment Group, which includes Universal Pictures, Fandango, and NBCUniversal Brand Development.
  • Under the terms of the agreement, DreamWorks Animation has an equity value of approximately $3.8 billion. DreamWorks Animation stockholders will receive $41 in cash for each share of DreamWorks Animation common stock. The agreement has been approved by the boards of directors of DreamWorks Animation and Comcast, and the controlling shareholder of DreamWorks Animation has approved the agreement by written consent.
  • Following the completion of the transaction, DreamWorks Animation CEO and co-founder Jeffrey Katzenberg will become Chairman of DreamWorks New Media, which will be comprised of the company's ownership interests in Awesomeness TV and NOVA. Katzenberg will also serve as a consultant to NBCUniversal.

>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
: CLF +11.1%, FB +10.9%, (also announces proposal of new class of stock), CVEO+10.4%, DLB +9.5%, EXTR +9.1%, ANIK +7.8%, PPC +6.9%, (also declares special dividend of $2.75/share), NTGR+6.8%, TTMI +6.8%, RNG +6.2%, VALE +5.9%, INUV +5.3%, YNDX +4.7%, BGC +4.1%, ASGN +3.7%, NGD +3.3%,SPRT +3.2%, CSH +3.2%, CSGP +3.1%, ELY +2.9%, INSY +2.6%, NEFF +2%, HTCH +1.9%, GG +1.9%, PYPL +1.8%,MAR +1.8%, F +1.8%, BMY +1.8%, DB +1.7%, F +1.7%, NOV +1.6%, SNDK +1.5%, TXN +1.4%, ALGT +1.3%, (also increases buyback authorization to $100 mln; increase quarterly dividend to $0.70 per share), VIV +1.3%, TOWR +1.2%, MO+1.1%, KIM +1%, CAB +1%, UPS +1%, BXLT +1%, CAKE +0.9%, LQ +0.9%

M&A news: TXTR +30% (acquired by Oracle (ORCL) for $26.00/share in cash or ~$663 mln), STJ +25.6% (Abbott (ABT) to acquire St. Jude Medical for $46.75 in cash and 0.8708 shares of Abbott common stock, representing total consideration of ~$85/share), MEMP +11.1% (Memorial Resource Development sells Memorial Production Partners GP to Memorial Production Partners (MEMP) for $750K in cash), MDVN +7.6% (receives hostile bid from Sanofi (SNY) for $52.50 per share), QLIK +4.8% (received preliminary takeover offers from various PE firms, according to Bloomberg), ALR +2.6% (ABT acquisition of STJ contemplates financing capacity to close both transactions)

Select metals/mining stocks trading higher: GFI +3.4%, SBGL +3%, HMY +2.1%, NEM +2%, AUY +1.6%, MT +1.1%,GDX +0.9%, RIO +0.9%, GLD +0.8%, AG +0.7%, ABX +0.7%

Other news: AEZS +15.5% (acquires exclusive US promotional rights for Apifiny prostate cancer blood test pursuant to a new co-marketing agreement with Armune BioScience), ADMS +8.6% (announces 'positive' top-line results from its phase 3 EASE lid 3 trial of ADS-5102; met its primary and key secondary endpoints), HBI +4.6% (approves a new share repurchase authorization for up to 40 mln shares ), ACTG +3.4% (CEO disclosed purchase of 55K shares worth total of $228.1K and Director purchased of 35K shares for $144.6K ), VRX +2.8% (expected to announce as early as Friday an overhaul of its Board of Directors, according to the WSJ), NVO +2.6% (announces top-line results from global phase 3a trial, notes that semaglutide 'significantly' reduces the risk of major adverse cardiovascular events), CATM +2% (Cardtronics to redomicile in the United Kingdom, expects adjustment from FY16 non-GAAP earnings), AMID +1.4% (announces acquisition of 66.7% interest in Okeanos pipeline, financial terms undisclosed), USCR +1.1% ( will restate its financial statements for the year ended December 31, 2015 in relation to its $24.8 million deferred tax asset )

Analyst comments: AAL +1.4% (upgraded to Overweight from Equal-Weight at Morgan Stanley)

>>> US Gapping down

Gapping down
In reaction to disappointing earnings/guidance
: GNC -24.2%, OCN -19.7%, SGI -15.7%, INFN -13.9%, OSIS -10.9%, (also authorizes additional 1 mln share buyback), DPZ -10.6%, AME -10.2%, HAR -10%, MSTR -9.5%, SYMC -9.4%, OTEX -8.6%, (also announced plans to acquire ANXeBusiness for ~$100 mln, expects earnings accretion immediately; increased dividend),PRXL -8.6%, ABT -8.3%, CAVM -8.2%, SJW -6.7%, (light volume), POT -6.6%, LOCK -6.1%, CRR -6%, BZH -5.5%, WLL-5.2%, FIX -5%, (also increases quarterly dividend to $0.07/share from $0.065/share ), LLNW -4.9%, TPX -4.6%, LYG -4.4%,RCII -4.2%, ALXN -3.8%, TS -3.7%, XLNX -3.4%, (also raises quarterly dividend 6.5% to $0.33/share ), ORLY -3.3%, MPC-3.3%, MPLX -3.2%, AR -3%, VRTX -2.7%, BKCC -2.7%, AEP -2.6%, FSLR -2.5%, (also Chief Financial Officer Mark R. Widmar has been appointed Chief Executive Officer), XL -2.4%, TER -2.3%, VAR -2.2%, TMO -2%, PF -1.7%, CELG -1.6%, BLL -1.5%,TYL -1.3%, BKFS -1.2%, CIT -1.2%, COP -1.1%

M&A news: ABT -7.7% (to acquire St. Jude Medical for $46.75 in cash and 0.8708 shares of Abbott common stock), ABBV-3.7% (to acquire Stemcentrx for ~$5.8 bln in cash & stock, updates FY16 guidance)

Other news: SGYP -1.4% (CFO Gary Sender resigns for personal reasons effective April 30, Bernard Denoyer to assume role as Principal Financial Officer as co conducts search for replacement), ARMH -1.3% (after INFN earnings), RXDX -1.1% ( commences ~$50 mln common stock offering), RXDX -1.1% (says that in the ongoing Phase 1 clinical trial of oral taladegib in patients with solid tumors, a complete response was observed in a patient with medulloblastoma), TROV -1.1% (Board member Antonius Schuh resigns, says his resignation is a result of the Board's failure to run a thorough external search process, the Board hastily appointing Bill Welch as CEO this past weekend)

Analyst comments: WLL -3.6% (downgraded to Sector Perform at RBC Capital Mkts), X -2.7% (downgraded to Underperform from Neutral at Macquarie), MANH -2.5% (downgraded to Market Perform at William Blair), CG -1.1% (downgraded to Mkt Perform from Outperform at Keefe Bruyette)

FT : UBS to revamp wealth management business to cut costs

UBS to revamp wealth management business to cut costs

UBS is planning to merge large parts of the back and middle-office functions in its wealth management business, in a move that will save the Swiss group several hundred million francs a year and will result in hundreds of job cuts in its initial stage.
Three people familiar with the plans told the Financial Times that an announcement on the restructuring of the world’s biggest wealth manager was likely to be made next Tuesday, when UBS releases its first-quarter results.

The bank may also use the results announcement to tell investors about a new approach to cost cutting across the group which is designed to end the “dysfunctional” status quo of business divisions and the company’s corporate centre battling each other on savings.
Wealth management, the mainstay of UBS since its 2012 restructuring, has been a choppy business of late, with the bank reporting a sharp fall in profits in the three months to December as market volatility and fears for global growth tamed the risk appetites of the rich.
The people close to the plans insisted that the planned changes at wealth management were about seizing a strategic opportunity, and not about responding to weakness in the division’s performance. UBS declined to comment.
Under the initial restructuring, UBS’s wealth management unit will move to common IT systems and shared support functions across the more than 50 countries it operates in. That will eliminate several hundred jobs in the back and middle office, two of the people said. The cost savings will be several hundred million francs a year, on top of UBS’s existing cost-control programmes.
In the longer term, UBS is hoping to merge some back and middle-office functions between its main wealth management division and Wealth Management Americas, building on the success of a shared Chief Investment Office. The two divisions, which have historically been siloed, may also combine their buying power to negotiate with third parties. They will remain separate commercial entities.
“We are transitioning from federations to a global wealth management . . . with one wealth management platform,” one person familiar with the strategy said, describing the move as a natural next step for UBS. The American business is the bigger of the two, with invested assets of SFr1.035tn ($1.070tn) at the end of last year versus the international division’s SFr947bn.

Wealth management is the scene of the most notable restructuring, but other parts of UBS are tightening their belts as well. The investment bank is laying off more staff than usual in its annual cull, in response to tough market conditions, a person familiar with the situation said.
The bank’s management has agreed a new “front to back” approach to costs across the group that will place more onus for cost savings on business divisions and less on the group corporate centre, a person familiar with those plans said.
“We want to go from the dysfunctional situation of ‘us versus them’, to ‘we are all in this together’,” the person said. The approach involves forging teams of front-office bankers, operations and finance staff who are charged with looking at costs from the moment the bank begins a process, to the moment it ends. UBS hopes that the “cleaner process” will identify savings that were previously obtuse.
The Swiss bank has a good reputation for cost-cutting among its European peers, with former CFO and now Deutsche Bank boss John Cryan credited with getting the lender’s cost base into shape in the aftermath of the financial crisis. It appointed a new CFO, Kirt Gardner, last year after Tom Naratil moved on to head the US wealth management business.

>>> RTRS - FINMECCANICA CEO SAYS DISCUSSING POSSIBILITY OF TAKING CONTROL OF ATR

RTRS - FINMECCANICA CEO SAYS DISCUSSING POSSIBILITY OF TAKING CONTROL OF ATR CONSORTIUM

Finmeccanica: Moretti, rifiutata nostra offerta per Avio Space
Forbice tra domanda e offerta per ora non colmabile

(Il Sole 24 Ore Radiocor Plus) - Rom, 28 apr - Trattative per Avio Space "ci sono, ci sono state. Abbiamo anche fatto un'offerta che e' risultata non soddisfacente" e la "forbice" tra domanda e offerta "al momento non e' colmabile". Lo ha detto l'amministratore delegato di Finmeccanica, Mauro Moretti, rispondendo a una azionista. Moretti ha detto che anche altre societa' hanno offerte per Avio Space "che in alcuni casi mi risultano anche inferiori alla nostra". "So che in Avio stanno pensando ad altre operazioni vedremo se riusciranno ad andare avanti", ha concluso Moretti. Avio Space, la societa' che tra le altre cose produce il piccolo lanciatore Vega, e' controllata all'81% dal fondo Cinven e partecipata al 14% da Finmeccanica.