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Genmab — September 2014

Planlagt Fastgjort Låst Flyttet Genmab
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Denne tråd er blevet slettet. Kun brugere med emne behandlings privilegier kan se den.
  • G Offline
    G Offline
    gentogen
    wrote on sidst redigeret af
    #141

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    • MadsSkjernM Offline
      MadsSkjernM Offline
      MadsSkjern
      wrote on sidst redigeret af
      #142

      Det er nogle gode Dara slides i appendix. præklinisk model med Dara-CHOP og Dara-R-CHOP i DLBCL er imponerende. Ligeledes Dara Vincristin i ALL.

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      • investor1989I Offline
        investor1989I Offline
        investor1989
        wrote on sidst redigeret af
        #143

        ja ligner det ikke 100% ORR i Dara + Vincristine ?

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        • MadsSkjernM Offline
          MadsSkjernM Offline
          MadsSkjern
          wrote on sidst redigeret af
          #144

          På Ofa+Ibrutinib slide står Dosing Sequence optimization required. Det kan være derfor det trækker ud med fase 3

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          • MadsSkjernM Offline
            MadsSkjernM Offline
            MadsSkjern
            wrote on sidst redigeret af
            #145

            Det er i en præklinisk model. Men effekten er ikke til at tage fejl af

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            • investor1989I Offline
              investor1989I Offline
              investor1989
              wrote on sidst redigeret af
              #146

              Syntes mere og mere tegner lyst for Daratumumab

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              • investor1989I Offline
                investor1989I Offline
                investor1989
                wrote on sidst redigeret af
                #147

                kan vi også få gode data fra phase I studier idenfor MM i ALL, AML, DLBLC etc. så kan det stof jo gå amok i salg

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                • MadsSkjernM Offline
                  MadsSkjernM Offline
                  MadsSkjern
                  wrote on sidst redigeret af
                  #148

                  jep

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                  • SolsenS Offline
                    SolsenS Offline
                    Solsen
                    wrote on sidst redigeret af
                    #149

                    Rtx look alike ... Nordea svinger sig op i $7 bn

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                    • S Offline
                      S Offline
                      Sibelius
                      wrote on sidst redigeret af
                      #150

                      Novod skriver i den seneste analyse: We maintain our Strong Buy rating on Genmab and raise our target
                      p
                      rice to DKK 350 (315), with a blue-sky scenario above DKK 500 per
                      share. We believe that Genmab/J&J's Daratumumab (Dara) will set a
                      new standard in the treatment of multiple myeloma and help drive the
                      MM antibody market to USD 7-9bn in ten to 15 years. We believe that
                      Dara will be first- and best-in-class, likely two to three years ahead ofthe competition. We consequently now model Dara to ca

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                      0
                      • S Offline
                        S Offline
                        Sibelius
                        wrote on sidst redigeret af
                        #151

                        Han tror på Dara peak sales på 4,5mia USD og undlader at tage Humax TF med i salgstal/forecast

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                        • S Offline
                          S Offline
                          Sibelius
                          wrote on sidst redigeret af
                          #152

                          Til gengæld tror han mindre på Arzerra og skærer i forecast

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                          • S Offline
                            S Offline
                            Sibelius
                            wrote on sidst redigeret af
                            #153

                            Arzerra udgør 23% afvaluation (ned fra 27% tidligere)

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                            • S Offline
                              S Offline
                              Sibelius
                              wrote on sidst redigeret af
                              #154

                              "..,we strongly advise investors to build positions in Genmab ahead of and around the pivotal phase ll/lll data for dara"

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                              • S Offline
                                S Offline
                                Sibelius
                                wrote on sidst redigeret af
                                #155

                                Godt nok noget af en udmelding!

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                                • S Offline
                                  S Offline
                                  Sibelius
                                  wrote on sidst redigeret af
                                  #156

                                  Vist første gang der er en DCF valuation med i Novods analyse

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                                  • SolsenS Offline
                                    SolsenS Offline
                                    Solsen
                                    wrote on sidst redigeret af
                                    #157

                                    $1 bn til Dara i non-MM

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                                    • SolsenS Offline
                                      SolsenS Offline
                                      Solsen
                                      wrote on sidst redigeret af
                                      #158

                                      ...og måske mere til.

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                                      • SolsenS Offline
                                        SolsenS Offline
                                        Solsen
                                        wrote on sidst redigeret af
                                        #159

                                        Men det er vildt at regne med 50% af MM markedet. Rosk

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                                        • SolsenS Offline
                                          SolsenS Offline
                                          Solsen
                                          wrote on sidst redigeret af
                                          #160

                                          Risk ajustment er 70% på dara. Så der opjusteres med ca 100 kurspoint, jvis dara holder til målet.

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