Stock Commentary - Europe - week to Feb 2, 2009

9 February 2009

EUROPEAN: bourses were all down, on the reporting period to February 2, falling on each trading day except January 28, when markets were  boosted by a strong rally in the battered banking sector. ZURICH fell  4.6% and, there, Novartis plunged 9.7%, after the firm posted what were  perceived as disappointing full-year 2008 figures, despite a 25% profits  jump and the firm projecting another year of record results for 2009  (Marketletter February 2). Roche was down 4.2% ahead of reporting  financial results, but after "going hostile" in its bid for US  affiliate Genentech (see pages 2 and 11). In AMSTERDAM, Crucell partly  rebounded from its previous week's 18.5% slump - caused by news that  Wyeth would not proceed with takeover talks - rising 8.3% week-on-week.  FRANKFURT saw drug major Merck KGaA succumb to profit-taking, falling  7.6%, after rising on the previous week's news that it was leading the  race to get an oral multiple sclerosis drug to market. SYGNIS advanced  6.6%, benefiting from news that dievini Hopp BioTech had increased its  stake in the company, as well as by positive clinical trial results  suggesting that fasudil, a rho-kinase inhibitor to which the German firm  has development rights as a potential memory enhancer, may reduce the  risk of Alzheimer's disease.

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